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: 867,231 shares; 2024Q4: 852,185 shares; 2025Q1: 817,618 shares; 2025Q2: 711,937 shares; 2025Q3: 699,470 shares; 2025Q4: 673,618 shares; 2026Q1: 657,184 shares 657,184 $211M 2.64% -16,434 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: 810,798 shares; 2024Q4: 821,627 shares; 2025Q1: 807,698 shares; 2025Q2: 806,990 shares; 2025Q3: 823,406 shares; 2025Q4: 837,578 shares; 2026Q1: 816,725 shares 816,725 $208M 2.6% -20,853 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,579 shares; 2024Q4: 1,342,757 shares; 2025Q1: 1,354,406 shares; 2025Q2: 1,355,357 shares; 2025Q3: 1,387,793 shares; 2025Q4: 1,443,129 shares; 2026Q1: 1,540,042 shares 1,540,042 $192M 2.4% +96,913 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: 266,247 shares; 2024Q4: 272,632 shares; 2025Q1: 262,753 shares; 2025Q2: 249,198 shares; 2025Q3: 258,582 shares; 2025Q4: 267,960 shares; 2026Q1: 262,925 shares 262,925 $152M 1.9% -5,035 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: 661,848 shares; 2024Q4: 680,771 shares; 2025Q1: 705,207 shares; 2025Q2: 748,182 shares; 2025Q3: 776,577 shares; 2025Q4: 785,792 shares; 2026Q1: 810,438 shares 810,438 $142M 1.77% +24,646 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: 317,561 shares; 2024Q4: 335,804 shares; 2025Q1: 339,917 shares; 2025Q2: 340,134 shares; 2025Q3: 351,666 shares; 2025Q4: 361,089 shares; 2026Q1: 382,340 shares 382,340 $142M 1.77% +21,251 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: 484,781 shares; 2024Q4: 486,973 shares; 2025Q1: 474,068 shares; 2025Q2: 519,675 shares; 2025Q3: 565,214 shares; 2025Q4: 598,815 shares; 2026Q1: 652,465 shares 652,465 $136M 1.7% +53,650 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: 405,473 shares; 2024Q4: 417,754 shares; 2025Q1: 397,934 shares; 2025Q2: 392,560 shares; 2025Q3: 399,456 shares; 2025Q4: 402,813 shares; 2026Q1: 411,322 shares 411,322 $128M 1.6% +8,509 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: 367,430 shares; 2024Q4: 378,560 shares; 2025Q1: 375,425 shares; 2025Q2: 383,778 shares; 2025Q3: 396,739 shares; 2025Q4: 414,791 shares; 2026Q1: 424,070 shares 424,070 $125M 1.56% +9,279 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: 660,972 shares; 2024Q4: 692,124 shares; 2025Q1: 624,645 shares; 2025Q2: 623,920 shares; 2025Q3: 628,770 shares; 2025Q4: 621,161 shares; 2026Q1: 582,984 shares 582,984 $125M 1.56% -38,177 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: 267,157 shares; 2024Q4: 268,802 shares; 2025Q1: 243,457 shares; 2025Q2: 246,602 shares; 2025Q3: 254,613 shares; 2025Q4: 255,439 shares; 2026Q1: 261,973 shares 261,973 $112M 1.4% +6,534 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: 203,538 shares; 2024Q4: 205,052 shares; 2025Q1: 192,157 shares; 2025Q2: 195,738 shares; 2025Q3: 192,346 shares; 2025Q4: 196,868 shares; 2026Q1: 166,554 shares 166,554 $108M 1.36% -30,314 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817,670 shares; 2024Q4: 823,567 shares; 2025Q1: 816,571 shares; 2025Q2: 835,726 shares; 2025Q3: 843,697 shares; 2025Q4: 840,698 shares; 2026Q1: 683,625 shares 683,625 $99.6M 1.25% -157,073 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: 271,612 shares; 2024Q4: 284,772 shares; 2025Q1: 286,553 shares; 2025Q2: 310,293 shares; 2025Q3: 328,612 shares; 2025Q4: 341,456 shares; 2026Q1: 342,294 shares 342,294 $98.7M 1.23% +838 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: 316,644 shares; 2024Q4: 346,933 shares; 2025Q1: 338,929 shares; 2025Q2: 336,577 shares; 2025Q3: 333,562 shares; 2025Q4: 327,473 shares; 2026Q1: 309,585 shares 309,585 $88.9M 1.11% -17,888 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: 351,816 shares; 2024Q4: 376,696 shares; 2025Q1: 376,409 shares; 2025Q2: 394,685 shares; 2025Q3: 402,769 shares; 2025Q4: 418,398 shares; 2026Q1: 418,100 shares 418,100 $82M 1.03% -298 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831,144 shares; 2024Q4: 746,652 shares; 2025Q1: 727,922 shares; 2025Q2: 738,890 shares; 2025Q3: 727,806 shares; 2025Q4: 839,308 shares; 2026Q1: 1,107,263 shares 1,107,263 $77.3M 0.97% +267,955 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: 54,548 shares; 2024Q4: 59,017 shares; 2025Q1: 60,169 shares; 2025Q2: 62,536 shares; 2025Q3: 68,247 shares; 2025Q4: 76,242 shares; 2026Q1: 81,322 shares 81,322 $68.8M 0.86% +5,080 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: 502,160 shares; 2024Q4: 491,504 shares; 2025Q1: 531,836 shares; 2025Q2: 542,492 shares; 2025Q3: 544,940 shares; 2025Q4: 549,864 shares; 2026Q1: 523,361 shares 523,361 $67.1M 0.84% -26,503 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: 74,835 shares; 2024Q4: 110,984 shares; 2025Q1: 116,646 shares; 2025Q2: 110,059 shares; 2025Q3: 104,436 shares; 2025Q4: 113,894 shares; 2026Q1: 111,264 shares 111,264 $66.5M 0.83% -2,630 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,467 shares; 2024Q4: 379,738 shares; 2025Q1: 322,760 shares; 2025Q2: 338,163 shares; 2025Q3: 418,444 shares; 2025Q4: 471,532 shares; 2026Q1: 528,198 shares 528,198 $63.9M 0.8% +56,666 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: 128,504 shares; 2024Q4: 134,784 shares; 2025Q1: 132,792 shares; 2025Q2: 137,075 shares; 2025Q3: 135,189 shares; 2025Q4: 139,581 shares; 2026Q1: 145,267 shares 145,267 $63.5M 0.79% +5,686 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: 159,211 shares; 2024Q4: 163,042 shares; 2025Q1: 137,881 shares; 2025Q2: 140,371 shares; 2025Q3: 148,187 shares; 2025Q4: 157,056 shares; 2026Q1: 164,161 shares 164,161 $60.9M 0.76% +7,105 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: 234,422 shares; 2024Q4: 229,703 shares; 2025Q1: 265,559 shares; 2025Q2: 270,049 shares; 2025Q3: 268,397 shares; 2025Q4: 267,844 shares; 2026Q1: 273,733 shares 273,733 $59.5M 0.74% +5,889 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: 77,493 shares; 2024Q4: 78,619 shares; 2025Q1: 80,214 shares; 2025Q2: 84,687 shares; 2025Q3: 90,967 shares; 2025Q4: 93,334 shares; 2026Q1: 101,151 shares 101,151 $58.1M 0.73% +7,817 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: 211,285 shares; 2024Q4: 249,916 shares; 2025Q1: 263,290 shares; 2025Q2: 257,493 shares; 2025Q3: 264,825 shares; 2025Q4: 260,468 shares; 2026Q1: 268,036 shares 268,036 $55.5M 0.69% +7,568 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: 262,286 shares; 2024Q4: 924,282 shares; 2025Q1: 990,262 shares; 2025Q2: 1,318,633 shares; 2025Q3: 1,325,110 shares; 2025Q4: 1,708,508 shares; 2026Q1: 1,807,762 shares 1,807,762 $55.5M 0.69% +99,254 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,226 shares; 2024Q4: 1,079,417 shares; 2025Q1: 1,063,408 shares; 2025Q2: 1,074,933 shares; 2025Q3: 1,084,043 shares; 2025Q4: 1,012,846 shares; 2026Q1: 1,010,395 shares 1,010,395 $53.2M 0.67% -2,451 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: 348,835 shares; 2024Q4: 346,044 shares; 2025Q1: 347,407 shares; 2025Q2: 349,621 shares; 2025Q3: 347,052 shares; 2025Q4: 350,476 shares; 2026Q1: 311,896 shares 311,896 $53M 0.66% -38,580 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: 331,963 shares; 2024Q4: 339,045 shares; 2025Q1: 353,635 shares; 2025Q2: 370,907 shares; 2025Q3: 372,863 shares; 2025Q4: 364,923 shares; 2026Q1: 441,472 shares 441,472 $48.4M 0.61% +76,549 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,444 shares; 2024Q4: 258,400 shares; 2025Q1: 230,678 shares; 2025Q2: 318,561 shares; 2025Q3: 470,187 shares; 2025Q4: 548,733 shares; 2026Q1: 609,591 shares 609,591 $47M 0.59% +60,858 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: 250,270 shares; 2024Q4: 218,524 shares; 2025Q1: 167,540 shares; 2025Q2: 177,027 shares; 2025Q3: 175,854 shares; 2025Q4: 240,655 shares; 2026Q1: 460,127 shares 460,127 $46.3M 0.58% +219,472 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: 668,556 shares; 2024Q4: 657,364 shares; 2025Q1: 621,708 shares; 2025Q2: 617,163 shares; 2025Q3: 605,788 shares; 2025Q4: 576,507 shares; 2026Q1: 579,894 shares 579,894 $46M 0.58% +3,387 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: 89,267 shares; 2024Q4: 89,887 shares; 2025Q1: 90,543 shares; 2025Q2: 91,099 shares; 2025Q3: 91,519 shares; 2025Q4: 90,926 shares; 2026Q1: 91,580 shares 91,580 $45.8M 0.57% +654 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: 235,247 shares; 2024Q4: 276,979 shares; 2025Q1: 295,210 shares; 2025Q2: 291,263 shares; 2025Q3: 320,659 shares; 2025Q4: 307,179 shares; 2026Q1: 345,684 shares 345,684 $45.3M 0.57% +38,505 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,586 shares; 2024Q4: 67,799 shares; 2025Q1: 61,201 shares; 2025Q2: 63,082 shares; 2025Q3: 71,642 shares; 2025Q4: 79,639 shares; 2026Q1: 94,615 shares 94,615 $43.8M 0.55% +14,976 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: 201,555 shares; 2024Q4: 202,348 shares; 2025Q1: 202,712 shares; 2025Q2: 197,201 shares; 2025Q3: 194,814 shares; 2025Q4: 190,028 shares; 2026Q1: 174,298 shares 174,298 $42.6M 0.53% -15,730 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: 119,337 shares; 2024Q4: 173,104 shares; 2025Q1: 148,916 shares; 2025Q2: 122,460 shares; 2025Q3: 127,734 shares; 2025Q4: 138,968 shares; 2026Q1: 148,085 shares 148,085 $42.5M 0.53% +9,117 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: 754,328 shares; 2024Q4: 757,523 shares; 2025Q1: 765,101 shares; 2025Q2: 742,626 shares; 2025Q3: 759,194 shares; 2025Q4: 806,296 shares; 2026Q1: 829,222 shares 829,222 $42M 0.52% +22,926 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,261,287 shares; 2025Q2: 1,190,289 shares; 2025Q3: 1,217,273 shares; 2025Q4: 1,260,669 shares; 2026Q1: 1,999,530 shares 1,999,530 $41.9M 0.52% +738,861 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,659 shares; 2024Q4: 798,339 shares; 2025Q1: 625,795 shares; 2025Q2: 541,300 shares; 2025Q3: 513,036 shares; 2025Q4: 485,202 shares; 2026Q1: 503,696 shares 503,696 $41.6M 0.52% +18,494 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: 454,262 shares; 2024Q4: 460,989 shares; 2025Q1: 401,619 shares; 2025Q2: 413,792 shares; 2025Q3: 425,786 shares; 2025Q4: 425,152 shares; 2026Q1: 419,131 shares 419,131 $40.8M 0.51% -6,021 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: 52,732 shares; 2024Q4: 55,779 shares; 2025Q1: 83,843 shares; 2025Q2: 95,731 shares; 2025Q3: 95,476 shares; 2025Q4: 105,450 shares; 2026Q1: 114,544 shares 114,544 $40.6M 0.51% +9,094 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: 54,885 shares; 2024Q4: 55,175 shares; 2025Q1: 57,182 shares; 2025Q2: 135,834 shares; 2025Q3: 135,420 shares; 2025Q4: 130,633 shares; 2026Q1: 133,265 shares 133,265 $40.3M 0.5% +2,632 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: 91,532 shares; 2024Q4: 91,340 shares; 2025Q1: 70,471 shares; 2025Q2: 68,648 shares; 2025Q3: 61,155 shares; 2025Q4: 58,243 shares; 2026Q1: 56,306 shares 56,306 $39.9M 0.5% -1,937 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: 525,155 shares; 2024Q4: 406,446 shares; 2025Q1: 347,625 shares; 2025Q2: 295,977 shares; 2025Q3: 265,056 shares; 2025Q4: 252,944 shares; 2026Q1: 264,695 shares 264,695 $39.1M 0.49% +11,751 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: 506,789 shares; 2024Q4: 507,730 shares; 2025Q1: 511,402 shares; 2025Q2: 533,779 shares; 2025Q3: 520,639 shares; 2025Q4: 484,965 shares; 2026Q1: 483,636 shares 483,636 $37.7M 0.47% -1,329 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: 127,698 shares; 2024Q4: 128,706 shares; 2025Q1: 117,789 shares; 2025Q2: 112,200 shares; 2025Q3: 113,419 shares; 2025Q4: 123,415 shares; 2026Q1: 122,151 shares 122,151 $37M 0.46% -1,264 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414,175 shares; 2024Q4: 1,431,932 shares; 2025Q1: 1,378,091 shares; 2025Q2: 1,384,622 shares; 2025Q3: 1,415,320 shares; 2025Q4: 1,413,819 shares; 2026Q1: 1,478,797 shares 1,478,797 $35.5M 0.44% +64,978 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: 409,727 shares; 2024Q4: 407,723 shares; 2025Q1: 398,583 shares; 2025Q2: 391,831 shares; 2025Q3: 373,699 shares; 2025Q4: 375,398 shares; 2026Q1: 363,545 shares 363,545 $35.2M 0.44% -11,853 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: 202,346 shares; 2024Q4: 168,552 shares; 2025Q1: 180,182 shares; 2025Q2: 178,838 shares; 2025Q3: 227,329 shares; 2025Q4: 305,702 shares; 2026Q1: 324,376 shares 324,376 $35.1M 0.44% +18,674 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: 71,858 shares; 2024Q4: 69,171 shares; 2025Q1: 64,688 shares; 2025Q2: 65,707 shares; 2025Q3: 69,858 shares; 2025Q4: 67,901 shares; 2026Q1: 72,223 shares 72,223 $34.7M 0.43% +4,322 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,647 shares; 2024Q4: 525,375 shares; 2025Q1: 589,462 shares; 2025Q2: 613,496 shares; 2025Q3: 644,068 shares; 2025Q4: 619,861 shares; 2026Q1: 608,099 shares 608,099 $34.5M 0.43% -11,762 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: 50,003 shares; 2024Q4: 35,288 shares; 2025Q1: 36,485 shares; 2025Q2: 37,781 shares; 2025Q3: 38,311 shares; 2025Q4: 37,399 shares; 2026Q1: 36,913 shares 36,913 $34.1M 0.43% -486 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: 318,676 shares; 2024Q4: 342,662 shares; 2025Q1: 291,811 shares; 2025Q2: 302,121 shares; 2025Q3: 303,436 shares; 2025Q4: 296,169 shares; 2026Q1: 291,762 shares 291,762 $33.6M 0.42% -4,407 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: 575,581 shares; 2024Q4: 449,629 shares; 2025Q1: 326,364 shares; 2025Q2: 307,789 shares; 2025Q3: 314,883 shares; 2025Q4: 342,140 shares; 2026Q1: 272,906 shares 272,906 $33.2M 0.42% -69,234 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: 40,619 shares; 2024Q4: 32,243 shares; 2025Q1: 45,728 shares; 2025Q2: 48,377 shares; 2025Q3: 46,176 shares; 2025Q4: 51,326 shares; 2026Q1: 56,111 shares 56,111 $33M 0.41% +4,785 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: 483,948 shares; 2024Q4: 746,908 shares; 2025Q1: 712,959 shares; 2025Q2: 515,723 shares; 2025Q3: 518,194 shares; 2025Q4: 502,121 shares; 2026Q1: 511,500 shares 511,500 $32.8M 0.41% +9,379 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: 307,368 shares; 2024Q4: 298,199 shares; 2025Q1: 318,832 shares; 2025Q2: 301,718 shares; 2025Q3: 280,847 shares; 2025Q4: 249,845 shares; 2026Q1: 246,384 shares 246,384 $31.1M 0.39% -3,461 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: 160,463 shares; 2024Q4: 146,090 shares; 2025Q1: 145,342 shares; 2025Q2: 145,018 shares; 2025Q3: 150,987 shares; 2025Q4: 150,392 shares; 2026Q1: 142,021 shares 142,021 $30.9M 0.39% -8,371 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: 74,998 shares; 2024Q4: 80,153 shares; 2025Q1: 81,630 shares; 2025Q2: 81,872 shares; 2025Q3: 83,372 shares; 2025Q4: 85,216 shares; 2026Q1: 86,682 shares 86,682 $30.9M 0.39% +1,466 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: 9,587 shares; 2024Q4: 489,552 shares; 2025Q1: 452,092 shares; 2025Q2: 443,934 shares; 2025Q3: 462,737 shares; 2025Q4: 495,967 shares; 2026Q1: 515,464 shares 515,464 $30.2M 0.38% +19,497 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: 89,000 shares; 2024Q4: 168,061 shares; 2025Q1: 156,780 shares; 2025Q2: 97,914 shares; 2025Q3: 98,857 shares; 2025Q4: 107,259 shares; 2026Q1: 120,695 shares 120,695 $29.9M 0.37% +13,436 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,496 shares; 2024Q4: 1,007,254 shares; 2025Q1: 925,220 shares; 2025Q2: 656,477 shares; 2025Q3: 646,981 shares; 2025Q4: 576,009 shares; 2026Q1: 565,737 shares 565,737 $29.7M 0.37% -10,272 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,430 shares; 2024Q4: 549,604 shares; 2025Q1: 518,245 shares; 2025Q2: 520,211 shares; 2025Q3: 521,366 shares; 2025Q4: 548,765 shares; 2026Q1: 542,724 shares 542,724 $27.6M 0.34% -6,041 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: 99,849 shares; 2024Q4: 89,756 shares; 2025Q1: 126,875 shares; 2025Q2: 134,483 shares; 2025Q3: 137,588 shares; 2025Q4: 133,788 shares; 2026Q1: 173,304 shares 173,304 $27.3M 0.34% +39,516 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152,552 shares; 2024Q4: 1,201,288 shares; 2025Q1: 1,476,041 shares; 2025Q2: 1,355,896 shares; 2025Q3: 1,398,242 shares; 2025Q4: 1,381,332 shares; 2026Q1: 1,380,437 shares 1,380,437 $26.6M 0.33% -895 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: 135,885 shares; 2024Q4: 133,337 shares; 2025Q1: 121,517 shares; 2025Q2: 120,850 shares; 2025Q3: 119,801 shares; 2025Q4: 119,619 shares; 2026Q1: 115,596 shares 115,596 $26.6M 0.33% -4,023 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: 95,384 shares; 2024Q4: 98,834 shares; 2025Q1: 101,187 shares; 2025Q2: 104,761 shares; 2025Q3: 105,840 shares; 2025Q4: 101,507 shares; 2026Q1: 100,683 shares 100,683 $26.4M 0.33% -824 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: 294,045 shares; 2024Q4: 163,524 shares; 2025Q1: 117,734 shares; 2025Q2: 114,003 shares; 2025Q3: 187,023 shares; 2025Q4: 238,672 shares; 2026Q1: 271,209 shares 271,209 $26.3M 0.33% +32,537 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: 109,978 shares; 2024Q4: 108,629 shares; 2025Q1: 108,568 shares; 2025Q2: 112,126 shares; 2025Q3: 111,017 shares; 2025Q4: 110,757 shares; 2026Q1: 110,534 shares 110,534 $26.1M 0.33% -223 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: 197,149 shares; 2024Q4: 169,910 shares; 2025Q1: 285,385 shares; 2025Q2: 260,761 shares; 2025Q3: 269,761 shares; 2025Q4: 267,618 shares; 2026Q1: 284,904 shares 284,904 $24.8M 0.31% +17,286 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: 450,505 shares; 2024Q4: 430,157 shares; 2025Q1: 390,757 shares; 2025Q2: 324,580 shares; 2025Q3: 304,091 shares; 2025Q4: 286,578 shares; 2026Q1: 273,835 shares 273,835 $24.1M 0.3% -12,743 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,516 shares; 2024Q4: 285,712 shares; 2025Q1: 459,833 shares; 2025Q2: 530,446 shares; 2025Q3: 627,434 shares; 2025Q4: 605,273 shares; 2026Q1: 632,544 shares 632,544 $23.9M 0.3% +27,271 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: 164,488 shares; 2024Q4: 166,124 shares; 2025Q1: 164,782 shares; 2025Q2: 114,207 shares; 2025Q3: 112,729 shares; 2025Q4: 110,610 shares; 2026Q1: 111,150 shares 111,150 $23.9M 0.3% +540 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: 119,420 shares; 2024Q4: 117,433 shares; 2025Q1: 118,133 shares; 2025Q2: 117,557 shares; 2025Q3: 113,853 shares; 2025Q4: 116,248 shares; 2026Q1: 129,093 shares 129,093 $23.8M 0.3% +12,845 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 112,116 shares; 2025Q1: 110,814 shares; 2025Q2: 113,935 shares; 2025Q3: 113,181 shares; 2025Q4: 110,189 shares; 2026Q1: 109,941 shares 109,941 $23.3M 0.29% -248 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: 31,911 shares; 2024Q4: 32,387 shares; 2025Q1: 38,016 shares; 2025Q2: 38,060 shares; 2025Q3: 38,915 shares; 2025Q4: 38,412 shares; 2026Q1: 38,484 shares 38,484 $23.3M 0.29% +72 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: 671,573 shares; 2024Q4: 640,626 shares; 2025Q1: 539,856 shares; 2025Q2: 532,897 shares; 2025Q3: 506,677 shares; 2025Q4: 477,583 shares; 2026Q1: 475,941 shares 475,941 $23.3M 0.29% -1,642 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: 63,496 shares; 2024Q4: 67,897 shares; 2025Q1: 73,742 shares; 2025Q2: 77,182 shares; 2025Q3: 71,896 shares; 2025Q4: 70,468 shares; 2026Q1: 118,711 shares 118,711 $22.8M 0.29% +48,243 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: 98,748 shares; 2024Q4: 97,927 shares; 2025Q1: 62,200 shares; 2025Q2: 68,176 shares; 2025Q3: 69,570 shares; 2025Q4: 70,595 shares; 2026Q1: 72,438 shares 72,438 $22.8M 0.28% +1,843 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: 409,125 shares; 2024Q4: 428,003 shares; 2025Q1: 339,019 shares; 2025Q2: 322,570 shares; 2025Q3: 300,900 shares; 2025Q4: 299,709 shares; 2026Q1: 292,489 shares 292,489 $22.7M 0.28% -7,220 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: 143,399 shares; 2024Q4: 183,971 shares; 2025Q1: 185,609 shares; 2025Q2: 186,405 shares; 2025Q3: 205,233 shares; 2025Q4: 195,641 shares; 2026Q1: 197,200 shares 197,200 $22M 0.27% +1,559 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: 86,988 shares; 2024Q4: 91,692 shares; 2025Q1: 87,861 shares; 2025Q2: 176,258 shares; 2025Q3: 187,424 shares; 2025Q4: 207,813 shares; 2026Q1: 221,227 shares 221,227 $22M 0.27% +13,414 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: 112,892 shares; 2024Q4: 123,648 shares; 2025Q1: 131,741 shares; 2025Q2: 142,912 shares; 2025Q3: 144,765 shares; 2025Q4: 141,692 shares; 2026Q1: 198,445 shares 198,445 $21.9M 0.27% +56,753 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108,417 shares; 2024Q4: 899,017 shares; 2025Q1: 477,607 shares; 2025Q2: 451,295 shares; 2025Q3: 463,677 shares; 2025Q4: 477,714 shares; 2026Q1: 464,349 shares 464,349 $21.9M 0.27% -13,365 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,045 shares; 2024Q4: 323,221 shares; 2025Q1: 318,091 shares; 2025Q2: 318,723 shares; 2025Q3: 325,328 shares; 2025Q4: 360,652 shares; 2026Q1: 365,635 shares 365,635 $21.6M 0.27% +4,983 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: 23,476 shares; 2024Q4: 27,451 shares; 2025Q1: 29,779 shares; 2025Q2: 307,838 shares; 2025Q3: 353,932 shares; 2025Q4: 339,994 shares; 2026Q1: 304,359 shares 304,359 $21.5M 0.27% -35,635 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111,423 shares; 2024Q4: 1,142,859 shares; 2025Q1: 1,250,087 shares; 2025Q2: 1,241,314 shares; 2025Q3: 1,174,822 shares; 2025Q4: 1,136,260 shares; 2026Q1: 1,183,795 shares 1,183,795 $21.3M 0.27% +47,535 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: 59,825 shares; 2024Q4: 61,856 shares; 2025Q1: 61,972 shares; 2025Q2: 62,713 shares; 2025Q3: 63,613 shares; 2025Q4: 63,825 shares; 2026Q1: 63,678 shares 63,678 $21.1M 0.26% -147 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: 65,344 shares; 2024Q4: 62,735 shares; 2025Q1: 54,813 shares; 2025Q2: 54,516 shares; 2025Q3: 57,859 shares; 2025Q4: 55,071 shares; 2026Q1: 58,470 shares 58,470 $21.1M 0.26% +3,399 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: 53,212 shares; 2024Q4: 46,885 shares; 2025Q1: 55,012 shares; 2025Q2: 53,667 shares; 2025Q3: 53,308 shares; 2025Q4: 53,348 shares; 2026Q1: 51,123 shares 51,123 $20.3M 0.25% -2,225 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: 30,587 shares; 2024Q4: 30,599 shares; 2025Q1: 29,893 shares; 2025Q2: 29,399 shares; 2025Q3: 47,859 shares; 2025Q4: 55,449 shares; 2026Q1: 69,354 shares 69,354 $19.7M 0.25% +13,905 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: 101,439 shares; 2024Q4: 104,774 shares; 2025Q1: 100,707 shares; 2025Q2: 101,615 shares; 2025Q3: 100,782 shares; 2025Q4: 99,680 shares; 2026Q1: 102,584 shares 102,584 $19.7M 0.25% +2,904 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: 149,697 shares; 2024Q4: 118,762 shares; 2025Q1: 165,055 shares; 2025Q2: 152,131 shares; 2025Q3: 152,455 shares; 2025Q4: 152,733 shares; 2026Q1: 150,857 shares 150,857 $19.6M 0.24% -1,876 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: 99,446 shares; 2024Q4: 102,133 shares; 2025Q1: 101,533 shares; 2025Q2: 103,400 shares; 2025Q3: 103,480 shares; 2025Q4: 103,773 shares; 2026Q1: 100,495 shares 100,495 $19.5M 0.24% -3,278 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: 509,145 shares; 2024Q4: 483,994 shares; 2025Q1: 765,118 shares; 2025Q2: 726,911 shares; 2025Q3: 767,073 shares; 2025Q4: 664,973 shares; 2026Q1: 660,536 shares 660,536 $19.3M 0.24% -4,437 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,776 shares; 2024Q4: 575,753 shares; 2025Q1: 541,836 shares; 2025Q2: 584,325 shares; 2025Q3: 582,562 shares; 2025Q4: 692,236 shares; 2026Q1: 733,059 shares 733,059 $19.3M 0.24% +40,823 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,035 shares; 2024Q4: 605,579 shares; 2025Q1: 592,511 shares; 2025Q2: 643,841 shares; 2025Q3: 605,687 shares; 2025Q4: 682,526 shares; 2026Q1: 703,100 shares 703,100 $19.1M 0.24% +20,574 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: 248,367 shares; 2024Q4: 249,193 shares; 2025Q1: 251,353 shares; 2025Q2: 254,009 shares; 2025Q3: 260,618 shares; 2025Q4: 251,497 shares; 2026Q1: 254,340 shares 254,340 $19.1M 0.24% +2,843 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: 205,871 shares; 2024Q4: 204,992 shares; 2025Q1: 215,181 shares; 2025Q2: 207,210 shares; 2025Q3: 211,151 shares; 2025Q4: 211,265 shares; 2026Q1: 204,929 shares 204,929 $19M 0.24% -6,336 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: 65,845 shares; 2024Q4: 63,688 shares; 2025Q1: 54,645 shares; 2025Q2: 52,360 shares; 2025Q3: 53,251 shares; 2025Q4: 62,033 shares; 2026Q1: 55,035 shares 55,035 $18.9M 0.24% -6,998 Timeline LGOV 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: 729,784 shares; 2024Q4: 657,818 shares; 2025Q1: 685,013 shares; 2025Q2: 638,144 shares; 2025Q3: 652,142 shares; 2025Q4: 671,371 shares; 2026Q1: 870,712 shares 870,712 $18.8M 0.23% +199,341 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,828 shares; 2024Q4: 19,138 shares; 2025Q1: 82,902 shares; 2025Q2: 252,436 shares; 2025Q3: 286,587 shares; 2025Q4: 305,737 shares; 2026Q1: 441,078 shares 441,078 $17.7M 0.22% +135,341 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: 153,129 shares; 2024Q4: 150,714 shares; 2025Q1: 148,174 shares; 2025Q2: 230,342 shares; 2025Q3: 245,103 shares; 2025Q4: 245,380 shares; 2026Q1: 266,504 shares 266,504 $17.7M 0.22% +21,124 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,219,576 shares; 2024Q4: 3,326,298 shares; 2025Q1: 2,990,446 shares; 2025Q2: 3,032,304 shares; 2025Q3: 2,457,738 shares; 2025Q4: 1,665,358 shares; 2026Q1: 1,592,507 shares 1,592,507 $17.6M 0.22% -72,851 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: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: 2,354 shares; 2025Q2: 3,669 shares; 2025Q3: 25,074 shares; 2025Q4: 43,793 shares; 2026Q1: 53,472 shares 53,472 $17.2M 0.22% +9,679 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: 155,309 shares; 2024Q4: 167,394 shares; 2025Q1: 154,456 shares; 2025Q2: 240,867 shares; 2025Q3: 273,343 shares; 2025Q4: 277,201 shares; 2026Q1: 281,210 shares 281,210 $17.1M 0.21% +4,009 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: 66,261 shares; 2024Q4: 52,353 shares; 2025Q1: 52,790 shares; 2025Q2: 52,097 shares; 2025Q3: 50,693 shares; 2025Q4: 50,855 shares; 2026Q1: 47,437 shares 47,437 $17M 0.21% -3,418 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: 42,505 shares; 2024Q4: 41,996 shares; 2025Q1: 66,840 shares; 2025Q2: 66,662 shares; 2025Q3: 77,286 shares; 2025Q4: 78,238 shares; 2026Q1: 79,281 shares 79,281 $16.8M 0.21% +1,043 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,039 shares; 2024Q4: 158,920 shares; 2025Q1: 150,745 shares; 2025Q2: 173,526 shares; 2025Q3: 188,598 shares; 2025Q4: 181,593 shares; 2026Q1: 178,038 shares 178,038 $16.5M 0.21% -3,555 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: 25,946 shares; 2024Q4: 22,627 shares; 2025Q1: 20,376 shares; 2025Q2: 19,659 shares; 2025Q3: 18,693 shares; 2025Q4: 177,426 shares; 2026Q1: 170,736 shares 170,736 $16.5M 0.21% -6,690 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: 70,695 shares; 2024Q4: 70,460 shares; 2025Q1: 69,698 shares; 2025Q2: 70,750 shares; 2025Q3: 69,906 shares; 2025Q4: 70,856 shares; 2026Q1: 67,057 shares 67,057 $16.3M 0.2% -3,799 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: 19,723 shares; 2024Q4: 11,375 shares; 2025Q1: 66,492 shares; 2025Q2: 65,007 shares; 2025Q3: 69,168 shares; 2025Q4: 71,120 shares; 2026Q1: 80,871 shares 80,871 $16.1M 0.2% +9,751 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,536 shares 187,536 $15.9M 0.2% new 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: 15,397 shares; 2024Q4: 15,563 shares; 2025Q1: 15,168 shares; 2025Q2: 15,032 shares; 2025Q3: 14,921 shares; 2025Q4: 15,933 shares; 2026Q1: 15,771 shares 15,771 $15.9M 0.2% -162 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,283 shares; 2024Q4: 292,019 shares; 2025Q1: 452,346 shares; 2025Q2: 400,825 shares; 2025Q3: 409,684 shares; 2025Q4: 422,127 shares; 2026Q1: 761,660 shares 761,660 $15.8M 0.2% +339,533 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,012 shares; 2024Q4: 589,851 shares; 2025Q1: 538,075 shares; 2025Q2: 208,055 shares; 2025Q3: 218,691 shares; 2025Q4: 371,033 shares; 2026Q1: 463,778 shares 463,778 $15.5M 0.19% +92,745 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: 39,054 shares; 2024Q4: 105,329 shares; 2025Q1: 120,496 shares; 2025Q2: 119,450 shares; 2025Q3: 119,628 shares; 2025Q4: 115,905 shares; 2026Q1: 116,753 shares 116,753 $15.3M 0.19% +848 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,415 shares; 2025Q2: 232,010 shares; 2025Q3: 256,295 shares; 2025Q4: 273,655 shares; 2026Q1: 394,659 shares 394,659 $15.2M 0.19% +121,004 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: 293,371 shares; 2024Q4: 301,256 shares; 2025Q1: 298,263 shares; 2025Q2: 298,924 shares; 2025Q3: 293,927 shares; 2025Q4: 284,683 shares; 2026Q1: 287,824 shares 287,824 $15.1M 0.19% +3,141 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: 93,891 shares; 2024Q4: 93,879 shares; 2025Q1: 93,926 shares; 2025Q2: 94,227 shares; 2025Q3: 92,759 shares; 2025Q4: 91,733 shares; 2026Q1: 103,931 shares 103,931 $15M 0.19% +12,198 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908,902 shares; 2024Q4: 893,444 shares; 2025Q1: 860,671 shares; 2025Q2: 826,925 shares; 2025Q3: 640,539 shares; 2025Q4: 513,391 shares; 2026Q1: 493,472 shares 493,472 $15M 0.19% -19,919 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,356 shares; 2024Q4: 185,991 shares; 2025Q1: 209,106 shares; 2025Q2: 231,966 shares; 2025Q3: 244,890 shares; 2025Q4: 253,717 shares; 2026Q1: 253,805 shares 253,805 $14.4M 0.18% +88 Timeline SDVD 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: 468,880 shares; 2024Q4: 555,261 shares; 2025Q1: 578,655 shares; 2025Q2: 594,988 shares; 2025Q3: 646,121 shares; 2025Q4: 649,359 shares; 2026Q1: 660,624 shares 660,624 $14.3M 0.18% +11,265 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: 12,121 shares; 2024Q4: 15,192 shares; 2025Q1: 14,879 shares; 2025Q2: 14,735 shares; 2025Q3: 15,259 shares; 2025Q4: 18,882 shares; 2026Q1: 21,587 shares 21,587 $14.1M 0.18% +2,705 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: 37,848 shares; 2024Q4: 37,324 shares; 2025Q1: 39,009 shares; 2025Q2: 33,283 shares; 2025Q3: 31,583 shares; 2025Q4: 32,433 shares; 2026Q1: 31,649 shares 31,649 $13.9M 0.17% -784 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,322 shares; 2024Q4: 35,889 shares; 2025Q1: 35,556 shares; 2025Q2: 38,588 shares; 2025Q3: 38,097 shares; 2025Q4: 35,948 shares; 2026Q1: 37,680 shares 37,680 $13.8M 0.17% +1,732 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: 35,206 shares; 2024Q4: 34,816 shares; 2025Q1: 37,756 shares; 2025Q2: 40,785 shares; 2025Q3: 40,222 shares; 2025Q4: 40,256 shares; 2026Q1: 42,556 shares 42,556 $13.7M 0.17% +2,300 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,287 shares; 2024Q4: 236,184 shares; 2025Q1: 236,186 shares; 2025Q2: 235,173 shares; 2025Q3: 235,398 shares; 2025Q4: 235,419 shares; 2026Q1: 237,055 shares 237,055 $13.6M 0.17% +1,636 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,636 shares; 2024Q4: 594,272 shares; 2025Q1: 597,984 shares; 2025Q2: 620,938 shares; 2025Q3: 626,265 shares; 2025Q4: 671,609 shares; 2026Q1: 565,167 shares 565,167 $13.6M 0.17% -106,442 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: 20,685 shares; 2024Q4: 40,362 shares; 2025Q1: 40,720 shares; 2025Q2: 59,796 shares; 2025Q3: 83,967 shares; 2025Q4: 78,900 shares; 2026Q1: 84,486 shares 84,486 $13.6M 0.17% +5,586 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,286 shares; 2024Q4: 129,900 shares; 2025Q1: 133,644 shares; 2025Q2: 129,780 shares; 2025Q3: 120,647 shares; 2025Q4: 116,428 shares; 2026Q1: 106,444 shares 106,444 $13.5M 0.17% -9,984 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: 85,088 shares; 2024Q4: 87,655 shares; 2025Q1: 99,442 shares; 2025Q2: 97,263 shares; 2025Q3: 96,652 shares; 2025Q4: 98,436 shares; 2026Q1: 102,299 shares 102,299 $13.5M 0.17% +3,863 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: 80,844 shares; 2024Q4: 81,730 shares; 2025Q1: 82,375 shares; 2025Q2: 88,890 shares; 2025Q3: 87,996 shares; 2025Q4: 84,578 shares; 2026Q1: 90,359 shares 90,359 $13.1M 0.16% +5,781 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,223 shares; 2025Q4: 184,290 shares; 2026Q1: 240,471 shares 240,471 $12.9M 0.16% +56,181 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: 354,225 shares; 2024Q4: 307,082 shares; 2025Q1: 290,663 shares; 2025Q2: 295,851 shares; 2025Q3: 298,881 shares; 2025Q4: 257,457 shares; 2026Q1: 255,399 shares 255,399 $12.9M 0.16% -2,058 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,344 shares; 2024Q4: 59,025 shares; 2025Q1: 110,562 shares; 2025Q2: 129,045 shares; 2025Q3: 139,027 shares; 2025Q4: 129,088 shares; 2026Q1: 108,583 shares 108,583 $12.8M 0.16% -20,505 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: 8,038 shares; 2024Q4: 7,954 shares; 2025Q1: 8,991 shares; 2025Q2: 9,152 shares; 2025Q3: 9,985 shares; 2025Q4: 10,356 shares; 2026Q1: 11,068 shares 11,068 $12.8M 0.16% +712 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,093 shares; 2025Q1: 108,467 shares; 2025Q2: 120,947 shares; 2025Q3: 122,937 shares; 2025Q4: 123,203 shares; 2026Q1: 158,630 shares 158,630 $12.8M 0.16% +35,427 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: 78,109 shares; 2024Q4: 82,948 shares; 2025Q1: 74,475 shares; 2025Q2: 65,672 shares; 2025Q3: 66,470 shares; 2025Q4: 85,677 shares; 2026Q1: 85,895 shares 85,895 $12.7M 0.16% +218 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,907 shares; 2024Q4: 82,061 shares; 2025Q1: 66,265 shares; 2025Q2: 66,915 shares; 2025Q3: 59,552 shares; 2025Q4: 57,745 shares; 2026Q1: 58,250 shares 58,250 $12.4M 0.16% +505 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: 49,044 shares; 2024Q4: 48,533 shares; 2025Q1: 50,631 shares; 2025Q2: 51,330 shares; 2025Q3: 49,843 shares; 2025Q4: 91,819 shares; 2026Q1: 92,715 shares 92,715 $12.3M 0.15% +896 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: 128,254 shares; 2024Q4: 137,045 shares; 2025Q1: 138,189 shares; 2025Q2: 135,239 shares; 2025Q3: 132,042 shares; 2025Q4: 123,593 shares; 2026Q1: 128,102 shares 128,102 $12.1M 0.15% +4,509 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: 44,540 shares; 2024Q4: 50,096 shares; 2025Q1: 43,282 shares; 2025Q2: 46,944 shares; 2025Q3: 52,324 shares; 2025Q4: 59,357 shares; 2026Q1: 86,706 shares 86,706 $12M 0.15% +27,349 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: 5,678 shares; 2024Q4: 7,163 shares; 2025Q1: 47,725 shares; 2025Q2: 50,261 shares; 2025Q3: 54,187 shares; 2025Q4: 49,687 shares; 2026Q1: 47,742 shares 47,742 $12M 0.15% -1,945 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: 36,816 shares; 2024Q4: 40,243 shares; 2025Q1: 45,139 shares; 2025Q2: 41,120 shares; 2025Q3: 38,293 shares; 2025Q4: 32,956 shares; 2026Q1: 34,506 shares 34,506 $11.9M 0.15% +1,550 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: 42,944 shares; 2024Q4: 46,715 shares; 2025Q1: 46,106 shares; 2025Q2: 49,440 shares; 2025Q3: 47,859 shares; 2025Q4: 47,804 shares; 2026Q1: 48,312 shares 48,312 $11.8M 0.15% +508 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: 130,194 shares; 2024Q4: 114,867 shares; 2025Q1: 112,053 shares; 2025Q2: 143,305 shares; 2025Q3: 151,462 shares; 2025Q4: 164,900 shares; 2026Q1: 161,120 shares 161,120 $11.7M 0.15% -3,780 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: 25,504 shares; 2024Q4: 25,506 shares; 2025Q1: 26,469 shares; 2025Q2: 26,204 shares; 2025Q3: 21,891 shares; 2025Q4: 21,811 shares; 2026Q1: 23,680 shares 23,680 $11.6M 0.15% +1,869 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,608 shares; 2025Q3: 477,888 shares; 2025Q4: 433,709 shares; 2026Q1: 396,342 shares 396,342 $11.6M 0.15% -37,367 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: 93,689 shares; 2024Q4: 98,763 shares; 2025Q1: 109,673 shares; 2025Q2: 124,444 shares; 2025Q3: 142,509 shares; 2025Q4: 156,157 shares; 2026Q1: 165,488 shares 165,488 $11.6M 0.15% +9,331 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: 259,420 shares; 2024Q4: 140,754 shares; 2025Q1: 116,847 shares; 2025Q2: 117,189 shares; 2025Q3: 118,792 shares; 2025Q4: 120,238 shares; 2026Q1: 118,346 shares 118,346 $11.4M 0.14% -1,892 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,666 shares; 2024Q4: 280,370 shares; 2025Q1: 268,695 shares; 2025Q2: 270,524 shares; 2025Q3: 268,998 shares; 2025Q4: 274,015 shares; 2026Q1: 169,325 shares 169,325 $11.2M 0.14% -104,690 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: 93,572 shares; 2024Q4: 99,952 shares; 2025Q1: 51,898 shares; 2025Q2: 53,192 shares; 2025Q3: 53,114 shares; 2025Q4: 53,294 shares; 2026Q1: 59,173 shares 59,173 $11.2M 0.14% +5,879 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: 12,156 shares; 2024Q4: 11,924 shares; 2025Q1: 9,258 shares; 2025Q2: 9,420 shares; 2025Q3: 13,304 shares; 2025Q4: 19,234 shares; 2026Q1: 25,555 shares 25,555 $11M 0.14% +6,321 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: not reported; 2025Q4: 565,354 shares; 2026Q1: 890,862 shares 890,862 $11M 0.14% +325,508 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,459 shares; 2024Q4: 53,541 shares; 2025Q1: 47,942 shares; 2025Q2: 48,101 shares; 2025Q3: 48,656 shares; 2025Q4: 49,427 shares; 2026Q1: 48,772 shares 48,772 $10.9M 0.14% -655 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: 42,446 shares; 2024Q4: 33,845 shares; 2025Q1: 31,726 shares; 2025Q2: 29,138 shares; 2025Q3: 31,801 shares; 2025Q4: 41,418 shares; 2026Q1: 39,963 shares 39,963 $10.9M 0.14% -1,455 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,375 shares; 2024Q4: 69,151 shares; 2025Q1: 71,770 shares; 2025Q2: 71,738 shares; 2025Q3: 72,977 shares; 2025Q4: 61,318 shares; 2026Q1: 61,956 shares 61,956 $10.7M 0.13% +638 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: 23,709 shares; 2024Q4: 26,533 shares; 2025Q1: 23,342 shares; 2025Q2: 23,529 shares; 2025Q3: 23,973 shares; 2025Q4: 23,702 shares; 2026Q1: 26,959 shares 26,959 $10.6M 0.13% +3,257 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,704 shares; 2024Q4: 332,012 shares; 2025Q1: 710,831 shares; 2025Q2: 791,336 shares; 2025Q3: 829,515 shares; 2025Q4: 839,994 shares; 2026Q1: 746,392 shares 746,392 $10.5M 0.13% -93,602 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: 121,750 shares; 2024Q4: 114,362 shares; 2025Q1: 129,988 shares; 2025Q2: 127,000 shares; 2025Q3: 102,707 shares; 2025Q4: 102,671 shares; 2026Q1: 91,359 shares 91,359 $10.4M 0.13% -11,312 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,999 shares; 2025Q1: 13,857 shares; 2025Q2: 21,719 shares; 2025Q3: 131,404 shares; 2025Q4: 184,625 shares; 2026Q1: 243,024 shares 243,024 $10.3M 0.13% +58,399 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,335 shares; 2024Q4: 100,097 shares; 2025Q1: 100,146 shares; 2025Q2: 29,992 shares; 2025Q3: 29,824 shares; 2025Q4: 29,837 shares; 2026Q1: 32,709 shares 32,709 $10.3M 0.13% +2,872 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: 80,400 shares; 2024Q4: 87,521 shares; 2025Q1: 92,122 shares; 2025Q2: 91,069 shares; 2025Q3: 109,982 shares; 2025Q4: 120,781 shares; 2026Q1: 123,948 shares 123,948 $10.3M 0.13% +3,167 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,101 shares; 2024Q4: 12,928 shares; 2025Q1: 12,578 shares; 2025Q2: 12,037 shares; 2025Q3: 189,258 shares; 2025Q4: 189,695 shares; 2026Q1: 253,824 shares 253,824 $10.2M 0.13% +64,129 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: 11,493 shares; 2024Q4: 11,408 shares; 2025Q1: 11,383 shares; 2025Q2: 11,648 shares; 2025Q3: 10,438 shares; 2025Q4: 19,958 shares; 2026Q1: 20,464 shares 20,464 $10.1M 0.13% +506 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,423 shares; 2024Q4: 441,439 shares; 2025Q1: 376,845 shares; 2025Q2: 351,878 shares; 2025Q3: 228,034 shares; 2025Q4: 226,523 shares; 2026Q1: 220,954 shares 220,954 $10.1M 0.13% -5,569 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: 14,988 shares; 2024Q4: 15,292 shares; 2025Q1: 17,328 shares; 2025Q2: 17,150 shares; 2025Q3: 17,087 shares; 2025Q4: 17,150 shares; 2026Q1: 18,353 shares 18,353 $10.1M 0.13% +1,203 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,453 shares; 2024Q4: 50,427 shares; 2025Q1: 12,541 shares; 2025Q2: 11,128 shares; 2025Q3: 48,432 shares; 2025Q4: 63,712 shares; 2026Q1: 66,510 shares 66,510 $10.1M 0.13% +2,798 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: 17,002 shares; 2024Q4: 58,725 shares; 2025Q1: 74,062 shares; 2025Q2: 30,543 shares; 2025Q3: 16,938 shares; 2025Q4: 78,393 shares; 2026Q1: 80,265 shares 80,265 $10M 0.13% +1,872 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404,483 shares; 2025Q3: 391,665 shares; 2025Q4: 433,747 shares; 2026Q1: 447,118 shares 447,118 $9.99M 0.12% +13,371 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: 378,289 shares; 2024Q4: 346,879 shares; 2025Q1: 363,368 shares; 2025Q2: 364,096 shares; 2025Q3: 362,966 shares; 2025Q4: 327,268 shares; 2026Q1: 343,425 shares 343,425 $9.73M 0.12% +16,157 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: 98,002 shares; 2024Q4: 107,083 shares; 2025Q1: 101,480 shares; 2025Q2: 105,517 shares; 2025Q3: 67,757 shares; 2025Q4: 56,808 shares; 2026Q1: 51,547 shares 51,547 $9.71M 0.12% -5,261 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,101 shares; 2025Q2: 30,100 shares; 2025Q3: 28,317 shares; 2025Q4: 25,128 shares; 2026Q1: 37,995 shares 37,995 $9.67M 0.12% +12,867 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,309 shares; 2024Q4: 167,143 shares; 2025Q1: 139,252 shares; 2025Q2: 180,087 shares; 2025Q3: 183,134 shares; 2025Q4: 196,244 shares; 2026Q1: 207,983 shares 207,983 $9.65M 0.12% +11,739 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,574 shares; 2024Q4: 494,574 shares; 2025Q1: 507,584 shares; 2025Q2: 508,084 shares; 2025Q3: 496,123 shares; 2025Q4: 576,303 shares; 2026Q1: 666,432 shares 666,432 $9.56M 0.12% +90,129 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: 87,201 shares; 2024Q4: 88,762 shares; 2025Q1: 88,524 shares; 2025Q2: 88,120 shares; 2025Q3: 88,869 shares; 2025Q4: 94,565 shares; 2026Q1: 107,594 shares 107,594 $9.54M 0.12% +13,029 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: 41,160 shares; 2024Q4: 48,665 shares; 2025Q1: 46,857 shares; 2025Q2: 56,100 shares; 2025Q3: 51,522 shares; 2025Q4: 49,766 shares; 2026Q1: 47,907 shares 47,907 $9.53M 0.12% -1,859 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,559 shares; 2024Q4: 77,452 shares; 2025Q1: 77,537 shares; 2025Q2: 77,453 shares; 2025Q3: 77,568 shares; 2025Q4: 77,569 shares; 2026Q1: 75,316 shares 75,316 $9.42M 0.12% -2,253 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,468 shares; 2025Q3: 233,853 shares; 2025Q4: 256,679 shares; 2026Q1: 304,297 shares 304,297 $9.28M 0.12% +47,618 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: 172,123 shares; 2024Q4: 191,619 shares; 2025Q1: 177,277 shares; 2025Q2: 177,864 shares; 2025Q3: 177,147 shares; 2025Q4: 172,202 shares; 2026Q1: 169,804 shares 169,804 $9.18M 0.11% -2,398 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,577 shares; 2024Q4: 47,950 shares; 2025Q1: 31,591 shares; 2025Q2: 141,784 shares; 2025Q3: 139,138 shares; 2025Q4: 168,330 shares; 2026Q1: 189,443 shares 189,443 $9.1M 0.11% +21,113 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: 125,248 shares; 2024Q4: 125,231 shares; 2025Q1: 140,715 shares; 2025Q2: 139,701 shares; 2025Q3: 138,828 shares; 2025Q4: 162,635 shares; 2026Q1: 128,161 shares 128,161 $8.87M 0.11% -34,474 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: 6,627 shares; 2024Q4: 6,203 shares; 2025Q1: 6,131 shares; 2025Q2: 94,365 shares; 2025Q3: 95,152 shares; 2025Q4: 96,146 shares; 2026Q1: 95,452 shares 95,452 $8.84M 0.11% -694 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: 55,632 shares; 2024Q4: 60,757 shares; 2025Q1: 63,005 shares; 2025Q2: 64,316 shares; 2025Q3: 49,856 shares; 2025Q4: 47,521 shares; 2026Q1: 35,622 shares 35,622 $8.8M 0.11% -11,899 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: 30,499 shares; 2024Q4: 32,483 shares; 2025Q1: 32,591 shares; 2025Q2: 32,655 shares; 2025Q3: 130,277 shares; 2025Q4: 137,665 shares; 2026Q1: 151,660 shares 151,660 $8.69M 0.11% +13,995 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: 114,080 shares; 2024Q4: 115,933 shares; 2025Q1: 128,844 shares; 2025Q2: 113,988 shares; 2025Q3: 109,932 shares; 2025Q4: 102,973 shares; 2026Q1: 83,258 shares 83,258 $8.58M 0.11% -19,715 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: 69,686 shares; 2024Q4: 74,349 shares; 2025Q1: 61,591 shares; 2025Q2: 78,525 shares; 2025Q3: 72,665 shares; 2025Q4: 56,773 shares; 2026Q1: 56,896 shares 56,896 $8.51M 0.11% +123 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,916 shares; 2024Q4: 39,191 shares; 2025Q1: 41,654 shares; 2025Q2: 131,361 shares; 2025Q3: 200,303 shares; 2025Q4: 201,024 shares; 2026Q1: 205,453 shares 205,453 $8.5M 0.11% +4,429 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 53,077 shares; 2025Q1: 58,701 shares; 2025Q2: 55,100 shares; 2025Q3: 42,126 shares; 2025Q4: 40,278 shares; 2026Q1: 42,430 shares 42,430 $8.45M 0.11% +2,152 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,209 shares; 2024Q4: 85,799 shares; 2025Q1: 94,754 shares; 2025Q2: 98,169 shares; 2025Q3: 108,021 shares; 2025Q4: 115,227 shares; 2026Q1: 121,395 shares 121,395 $8.29M 0.1% +6,168 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: 122,888 shares; 2024Q4: 75,250 shares; 2025Q1: 75,233 shares; 2025Q2: 90,368 shares; 2025Q3: 91,247 shares; 2025Q4: 75,836 shares; 2026Q1: 83,474 shares 83,474 $8.28M 0.1% +7,638 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,595 shares; 2024Q4: 37,489 shares; 2025Q1: 37,468 shares; 2025Q2: 38,363 shares; 2025Q3: 39,049 shares; 2025Q4: 39,095 shares; 2026Q1: 38,619 shares 38,619 $8.28M 0.1% -476 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: 76,140 shares; 2024Q4: 76,554 shares; 2025Q1: 78,506 shares; 2025Q2: 77,963 shares; 2025Q3: 77,309 shares; 2025Q4: 75,344 shares; 2026Q1: 75,236 shares 75,236 $8.2M 0.1% -108 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: 33,750 shares; 2024Q4: 177,132 shares; 2025Q1: 179,662 shares; 2025Q2: 180,897 shares; 2025Q3: 177,635 shares; 2025Q4: 179,556 shares; 2026Q1: 179,266 shares 179,266 $8.12M 0.1% -290 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855,607 shares; 2024Q4: 872,858 shares; 2025Q1: 846,458 shares; 2025Q2: 697,312 shares; 2025Q3: 267,636 shares; 2025Q4: 257,965 shares; 2026Q1: 161,111 shares 161,111 $8.11M 0.1% -96,854 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,417 shares; 2024Q4: 399,053 shares; 2025Q1: 371,549 shares; 2025Q2: 344,472 shares; 2025Q3: 349,036 shares; 2025Q4: 358,591 shares; 2026Q1: 162,743 shares 162,743 $8.11M 0.1% -195,848 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,309 shares; 2024Q4: 140,869 shares; 2025Q1: 141,928 shares; 2025Q2: 159,558 shares; 2025Q3: 151,207 shares; 2025Q4: 147,238 shares; 2026Q1: 144,834 shares 144,834 $8.04M 0.1% -2,404 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,021 shares; 2024Q4: 100,238 shares; 2025Q1: 120,661 shares; 2025Q2: 128,716 shares; 2025Q3: 133,476 shares; 2025Q4: 138,478 shares; 2026Q1: 144,216 shares 144,216 $7.97M 0.1% +5,738 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,280 shares; 2025Q1: 2,506 shares; 2025Q2: 2,137 shares; 2025Q3: 1,764 shares; 2025Q4: 1,952 shares; 2026Q1: 2,353 shares 2,353 $7.95M 0.1% +401 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: 12,513 shares; 2024Q4: 12,856 shares; 2025Q1: 12,957 shares; 2025Q2: 12,751 shares; 2025Q3: 12,535 shares; 2025Q4: 12,072 shares; 2026Q1: 11,645 shares 11,645 $7.94M 0.1% -427 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: 36,925 shares; 2024Q4: 37,825 shares; 2025Q1: 30,976 shares; 2025Q2: 29,086 shares; 2025Q3: 29,605 shares; 2025Q4: 26,608 shares; 2026Q1: 29,094 shares 29,094 $7.91M 0.1% +2,486 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,824 shares; 2024Q4: 28,806 shares; 2025Q1: 27,842 shares; 2025Q2: 30,586 shares; 2025Q3: 41,006 shares; 2025Q4: 43,008 shares; 2026Q1: 62,104 shares 62,104 $7.87M 0.1% +19,096 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,405 shares; 2024Q4: 16,053 shares; 2025Q1: 16,082 shares; 2025Q2: 16,076 shares; 2025Q3: 16,061 shares; 2025Q4: 16,121 shares; 2026Q1: 15,758 shares 15,758 $7.78M 0.1% -363 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: 52,631 shares; 2024Q4: 39,567 shares; 2025Q1: 55,476 shares; 2025Q2: 45,772 shares; 2025Q3: 47,332 shares; 2025Q4: 53,134 shares; 2026Q1: 57,415 shares 57,415 $7.76M 0.1% +4,281 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,053 shares; 2024Q4: 114,213 shares; 2025Q1: 131,151 shares; 2025Q2: 135,480 shares; 2025Q3: 135,693 shares; 2025Q4: 153,149 shares; 2026Q1: 151,472 shares 151,472 $7.63M 0.1% -1,677 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369,248 shares 369,248 $7.49M 0.09% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,178 shares; 2025Q3: 367,713 shares; 2025Q4: 316,541 shares; 2026Q1: 236,191 shares 236,191 $7.46M 0.09% -80,350 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: 27,064 shares; 2024Q4: 30,436 shares; 2025Q1: 33,565 shares; 2025Q2: 36,773 shares; 2025Q3: 36,978 shares; 2025Q4: 36,644 shares; 2026Q1: 37,779 shares 37,779 $7.45M 0.09% +1,135 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 26,983 shares; 2025Q1: 27,289 shares; 2025Q2: 28,013 shares; 2025Q3: 31,130 shares; 2025Q4: 34,552 shares; 2026Q1: 36,128 shares 36,128 $7.42M 0.09% +1,576 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,851 shares; 2024Q4: 22,033 shares; 2025Q1: 24,357 shares; 2025Q2: 24,676 shares; 2025Q3: 23,838 shares; 2025Q4: 24,636 shares; 2026Q1: 28,643 shares 28,643 $7.37M 0.09% +4,007 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,559 shares; 2024Q4: 108,033 shares; 2025Q1: 153,695 shares; 2025Q2: 460,936 shares; 2025Q3: 460,513 shares; 2025Q4: 341,275 shares; 2026Q1: 128,995 shares 128,995 $7.2M 0.09% -212,280 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: 26,715 shares; 2024Q4: 27,583 shares; 2025Q1: 27,299 shares; 2025Q2: 29,354 shares; 2025Q3: 29,041 shares; 2025Q4: 30,599 shares; 2026Q1: 31,698 shares 31,698 $7.16M 0.09% +1,099 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,623 shares; 2024Q4: 149,584 shares; 2025Q1: 140,397 shares; 2025Q2: 137,881 shares; 2025Q3: 137,580 shares; 2025Q4: 135,154 shares; 2026Q1: 134,472 shares 134,472 $7.16M 0.09% -682 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,140 shares; 2025Q1: 7,406 shares; 2025Q2: 9,583 shares; 2025Q3: 12,683 shares; 2025Q4: 18,183 shares; 2026Q1: 68,268 shares 68,268 $7.06M 0.09% +50,085 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,811 shares; 2024Q4: 34,821 shares; 2025Q1: 33,378 shares; 2025Q2: 23,347 shares; 2025Q3: 23,137 shares; 2025Q4: 23,670 shares; 2026Q1: 24,205 shares 24,205 $7.06M 0.09% +535 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: 23,198 shares; 2024Q4: 22,898 shares; 2025Q1: 22,956 shares; 2025Q2: 23,496 shares; 2025Q3: 23,737 shares; 2025Q4: 23,064 shares; 2026Q1: 21,882 shares 21,882 $7.01M 0.09% -1,182 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: 34,117 shares; 2024Q4: 30,130 shares; 2025Q1: 17,734 shares; 2025Q2: 17,394 shares; 2025Q3: 18,387 shares; 2025Q4: 26,543 shares; 2026Q1: 35,260 shares 35,260 $6.99M 0.09% +8,717 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,257 shares; 2025Q3: 27,728 shares; 2025Q4: 28,608 shares; 2026Q1: 40,725 shares 40,725 $6.95M 0.09% +12,117 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,152 shares; 2024Q4: 172,549 shares; 2025Q1: 347,663 shares; 2025Q2: 346,068 shares; 2025Q3: 349,045 shares; 2025Q4: 343,435 shares; 2026Q1: 391,211 shares 391,211 $6.94M 0.09% +47,776 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,318 shares; 2024Q4: 278,735 shares; 2025Q1: 272,120 shares; 2025Q2: 267,042 shares; 2025Q3: 250,486 shares; 2025Q4: 248,949 shares; 2026Q1: 257,469 shares 257,469 $6.93M 0.09% +8,520 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,661 shares; 2025Q2: 18,541 shares; 2025Q3: 24,559 shares; 2025Q4: 32,055 shares; 2026Q1: 34,841 shares 34,841 $6.91M 0.09% +2,786 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: 47,733 shares; 2024Q4: 42,792 shares; 2025Q1: 40,439 shares; 2025Q2: 39,052 shares; 2025Q3: 40,647 shares; 2025Q4: 40,161 shares; 2026Q1: 41,697 shares 41,697 $6.89M 0.09% +1,536 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: 44,797 shares; 2024Q4: 45,896 shares; 2025Q1: 84,566 shares; 2025Q2: 85,927 shares; 2025Q3: 47,603 shares; 2025Q4: 56,034 shares; 2026Q1: 70,529 shares 70,529 $6.85M 0.09% +14,495 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: 6,777 shares; 2025Q1: 6,607 shares; 2025Q2: 6,765 shares; 2025Q3: 7,086 shares; 2025Q4: 6,869 shares; 2026Q1: 7,093 shares 7,093 $6.82M 0.09% +224 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: 87,518 shares; 2024Q4: 87,312 shares; 2025Q1: 83,612 shares; 2025Q2: 85,836 shares; 2025Q3: 86,898 shares; 2025Q4: 87,208 shares; 2026Q1: 83,680 shares 83,680 $6.77M 0.08% -3,528 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,423 shares; 2026Q1: 266,175 shares 266,175 $6.74M 0.08% +254,752 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120,409 shares; 2024Q4: 940,231 shares; 2025Q1: 779,891 shares; 2025Q2: 738,771 shares; 2025Q3: 747,984 shares; 2025Q4: 767,295 shares; 2026Q1: 354,923 shares 354,923 $6.72M 0.08% -412,372 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,504 shares; 2024Q4: 103,404 shares; 2025Q1: 108,731 shares; 2025Q2: 110,886 shares; 2025Q3: 118,961 shares; 2025Q4: 123,766 shares; 2026Q1: 124,435 shares 124,435 $6.7M 0.08% +669 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: 68,646 shares; 2024Q4: 65,633 shares; 2025Q1: 69,388 shares; 2025Q2: 79,054 shares; 2025Q3: 75,670 shares; 2025Q4: 74,894 shares; 2026Q1: 73,249 shares 73,249 $6.61M 0.08% -1,645 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,914 shares 81,914 $6.6M 0.08% new 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: 24,943 shares; 2024Q4: 25,473 shares; 2025Q1: 25,822 shares; 2025Q2: 26,206 shares; 2025Q3: 22,705 shares; 2025Q4: 22,824 shares; 2026Q1: 18,295 shares 18,295 $6.57M 0.08% -4,529 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: 54,805 shares; 2024Q4: 54,339 shares; 2025Q1: 52,292 shares; 2025Q2: 49,769 shares; 2025Q3: 47,994 shares; 2025Q4: 46,054 shares; 2026Q1: 45,188 shares 45,188 $6.56M 0.08% -866 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,190 shares; 2024Q4: 28,190 shares; 2025Q1: 28,190 shares; 2025Q2: 28,190 shares; 2025Q3: 28,294 shares; 2025Q4: 60,563 shares; 2026Q1: 87,885 shares 87,885 $6.55M 0.08% +27,322 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,486 shares; 2024Q4: 431,185 shares; 2025Q1: 421,714 shares; 2025Q2: 226,176 shares; 2025Q3: 217,736 shares; 2025Q4: 213,202 shares; 2026Q1: 207,577 shares 207,577 $6.53M 0.08% -5,625 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: 36,232 shares; 2024Q4: 36,127 shares; 2025Q1: 37,429 shares; 2025Q2: 48,435 shares; 2025Q3: 83,098 shares; 2025Q4: 124,115 shares; 2026Q1: 130,786 shares 130,786 $6.52M 0.08% +6,671 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: 33,290 shares; 2024Q4: 27,415 shares; 2025Q1: 30,148 shares; 2025Q2: 34,684 shares; 2025Q3: 50,410 shares; 2025Q4: 46,527 shares; 2026Q1: 32,015 shares 32,015 $6.51M 0.08% -14,512 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: 40,139 shares; 2024Q4: 29,032 shares; 2025Q1: 33,175 shares; 2025Q2: 34,329 shares; 2025Q3: 34,440 shares; 2025Q4: 35,521 shares; 2026Q1: 35,827 shares 35,827 $6.46M 0.08% +306 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,693 shares; 2024Q4: 55,673 shares; 2025Q1: 79,873 shares; 2025Q2: 62,042 shares; 2025Q3: 67,700 shares; 2025Q4: 65,310 shares; 2026Q1: 68,593 shares 68,593 $6.4M 0.08% +3,283 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,532 shares; 2024Q4: 71,886 shares; 2025Q1: 72,331 shares; 2025Q2: 72,952 shares; 2025Q3: 72,646 shares; 2025Q4: 70,252 shares; 2026Q1: 68,809 shares 68,809 $6.38M 0.08% -1,443 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: 7,650 shares; 2024Q4: 6,964 shares; 2025Q1: 7,490 shares; 2025Q2: 7,366 shares; 2025Q3: 7,507 shares; 2025Q4: 7,306 shares; 2026Q1: 7,224 shares 7,224 $6.36M 0.08% -82 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: 6,194 shares; 2025Q1: 9,603 shares; 2025Q2: 9,313 shares; 2025Q3: 34,302 shares; 2025Q4: 27,626 shares; 2026Q1: 29,760 shares 29,760 $6.36M 0.08% +2,134 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 207,678 shares; 2025Q1: 222,831 shares; 2025Q2: 223,570 shares; 2025Q3: 232,813 shares; 2025Q4: 235,409 shares; 2026Q1: 257,905 shares 257,905 $6.26M 0.08% +22,496 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,366 shares; 2024Q4: 33,490 shares; 2025Q1: 337,202 shares; 2025Q2: 535,103 shares; 2025Q3: 531,203 shares; 2025Q4: 375,135 shares; 2026Q1: 123,980 shares 123,980 $6.25M 0.08% -251,155 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 40,325 shares; 2025Q1: 47,695 shares; 2025Q2: 47,622 shares; 2025Q3: 47,583 shares; 2025Q4: 47,312 shares; 2026Q1: 48,811 shares 48,811 $6.21M 0.08% +1,499 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: 45,848 shares; 2024Q4: 50,873 shares; 2025Q1: 54,409 shares; 2025Q2: 54,183 shares; 2025Q3: 54,504 shares; 2025Q4: 58,345 shares; 2026Q1: 49,815 shares 49,815 $6.19M 0.08% -8,530 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 34,927 shares; 2025Q1: 33,549 shares; 2025Q2: 33,222 shares; 2025Q3: 32,497 shares; 2025Q4: 32,749 shares; 2026Q1: 32,667 shares 32,667 $6.14M 0.08% -82 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,104 shares; 2025Q1: 14,920 shares; 2025Q2: 22,704 shares; 2025Q3: 88,741 shares; 2025Q4: 89,720 shares; 2026Q1: 88,661 shares 88,661 $6.13M 0.08% -1,059 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,879 shares; 2024Q4: 90,669 shares; 2025Q1: 93,127 shares; 2025Q2: 94,813 shares; 2025Q3: 97,931 shares; 2025Q4: 98,747 shares; 2026Q1: 98,983 shares 98,983 $6.12M 0.08% +236 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: 95,520 shares; 2024Q4: 135,014 shares; 2025Q1: 112,139 shares; 2025Q2: 108,069 shares; 2025Q3: 110,858 shares; 2025Q4: 115,612 shares; 2026Q1: 123,676 shares 123,676 $6.11M 0.08% +8,064 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: 15,980 shares; 2024Q4: 16,594 shares; 2025Q1: 17,786 shares; 2025Q2: 19,217 shares; 2025Q3: 19,107 shares; 2025Q4: 18,745 shares; 2026Q1: 17,761 shares 17,761 $6.1M 0.08% -984 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,429 shares; 2024Q4: 84,010 shares; 2025Q1: 107,277 shares; 2025Q2: 65,190 shares; 2025Q3: 67,310 shares; 2025Q4: 66,012 shares; 2026Q1: 65,248 shares 65,248 $6.08M 0.08% -764 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,401 shares; 2024Q4: 350,048 shares; 2025Q1: 352,423 shares; 2025Q2: 337,113 shares; 2025Q3: 309,164 shares; 2025Q4: 295,707 shares; 2026Q1: 295,707 shares 295,707 $6.04M 0.08% 0 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: 132,998 shares; 2024Q4: 130,053 shares; 2025Q1: 131,712 shares; 2025Q2: 130,913 shares; 2025Q3: 130,793 shares; 2025Q4: 125,153 shares; 2026Q1: 131,289 shares 131,289 $6.04M 0.08% +6,136 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: 60,738 shares; 2024Q4: 60,998 shares; 2025Q1: 57,651 shares; 2025Q2: 56,933 shares; 2025Q3: 56,214 shares; 2025Q4: 45,972 shares; 2026Q1: 45,468 shares 45,468 $6M 0.08% -504 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: 43,976 shares; 2024Q4: 47,109 shares; 2025Q1: 45,867 shares; 2025Q2: 45,510 shares; 2025Q3: 47,270 shares; 2025Q4: 89,901 shares; 2026Q1: 96,950 shares 96,950 $5.94M 0.07% +7,049 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,320 shares; 2025Q1: 3,287 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,150 shares 3,150 $5.94M 0.07% -36 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,686 shares; 2024Q4: 55,307 shares; 2025Q1: 57,157 shares; 2025Q2: 59,413 shares; 2025Q3: 60,758 shares; 2025Q4: 55,213 shares; 2026Q1: 54,215 shares 54,215 $5.91M 0.07% -998 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,275 shares; 2025Q1: 117,969 shares; 2025Q2: 120,898 shares; 2025Q3: 121,403 shares; 2025Q4: 143,368 shares; 2026Q1: 208,551 shares 208,551 $5.76M 0.07% +65,183 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,629 shares; 2024Q4: 163,425 shares; 2025Q1: 161,843 shares; 2025Q2: 159,561 shares; 2025Q3: 249,096 shares; 2025Q4: 252,082 shares; 2026Q1: 251,152 shares 251,152 $5.72M 0.07% -930 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: 51,936 shares; 2024Q4: 54,429 shares; 2025Q1: 56,777 shares; 2025Q2: 56,009 shares; 2025Q3: 68,888 shares; 2025Q4: 55,355 shares; 2026Q1: 96,611 shares 96,611 $5.7M 0.07% +41,256 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,700 shares; 2024Q4: 46,786 shares; 2025Q1: 46,235 shares; 2025Q2: 47,594 shares; 2025Q3: 48,838 shares; 2025Q4: 46,986 shares; 2026Q1: 48,376 shares 48,376 $5.7M 0.07% +1,390 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: 42,338 shares; 2024Q4: 45,862 shares; 2025Q1: 47,011 shares; 2025Q2: 40,913 shares; 2025Q3: 27,501 shares; 2025Q4: 25,359 shares; 2026Q1: 22,931 shares 22,931 $5.6M 0.07% -2,428 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,075 shares; 2024Q4: 82,635 shares; 2025Q1: 75,554 shares; 2025Q2: 81,388 shares; 2025Q3: 90,009 shares; 2025Q4: 90,869 shares; 2026Q1: 88,895 shares 88,895 $5.57M 0.07% -1,974 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,284 shares; 2025Q1: 15,554 shares; 2025Q2: 15,707 shares; 2025Q3: 12,950 shares; 2025Q4: 12,871 shares; 2026Q1: 12,739 shares 12,739 $5.53M 0.07% -132 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,416 shares; 2025Q1: 105,961 shares; 2025Q2: 109,064 shares; 2025Q3: 113,169 shares; 2025Q4: 138,930 shares; 2026Q1: 207,768 shares 207,768 $5.52M 0.07% +68,838 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,907 shares; 2025Q2: 109,243 shares; 2025Q3: 114,408 shares; 2025Q4: 133,694 shares; 2026Q1: 201,444 shares 201,444 $5.51M 0.07% +67,750 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: 104,499 shares; 2024Q4: 68,795 shares; 2025Q1: 67,918 shares; 2025Q2: 68,084 shares; 2025Q3: 63,515 shares; 2025Q4: 56,458 shares; 2026Q1: 56,137 shares 56,137 $5.47M 0.07% -321 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 7,844 shares; 2025Q1: 18,868 shares; 2025Q2: 19,383 shares; 2025Q3: 26,323 shares; 2025Q4: 37,867 shares; 2026Q1: 49,050 shares 49,050 $5.43M 0.07% +11,183 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 6,873 shares; 2025Q1: 7,317 shares; 2025Q2: 8,163 shares; 2025Q3: 123,770 shares; 2025Q4: 140,638 shares; 2026Q1: 167,051 shares 167,051 $5.38M 0.07% +26,413 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: 39,388 shares; 2024Q4: 38,788 shares; 2025Q1: 34,576 shares; 2025Q2: 33,611 shares; 2025Q3: 33,539 shares; 2025Q4: 33,678 shares; 2026Q1: 32,830 shares 32,830 $5.24M 0.07% -848 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,022 shares; 2024Q4: 151,772 shares; 2025Q1: 186,949 shares; 2025Q2: 198,908 shares; 2025Q3: 250,640 shares; 2025Q4: 300,746 shares; 2026Q1: 313,580 shares 313,580 $5.24M 0.07% +12,834 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: 38,824 shares; 2024Q4: 33,864 shares; 2025Q1: 34,163 shares; 2025Q2: 33,800 shares; 2025Q3: 35,034 shares; 2025Q4: 35,899 shares; 2026Q1: 33,054 shares 33,054 $5.2M 0.07% -2,845 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,909 shares; 2024Q4: 85,135 shares; 2025Q1: 85,112 shares; 2025Q2: 88,007 shares; 2025Q3: 88,753 shares; 2025Q4: 89,156 shares; 2026Q1: 88,890 shares 88,890 $5.2M 0.07% -266 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,171 shares; 2024Q4: 89,832 shares; 2025Q1: 101,000 shares; 2025Q2: 93,633 shares; 2025Q3: 96,222 shares; 2025Q4: 92,083 shares; 2026Q1: 59,082 shares 59,082 $5.12M 0.06% -33,001 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 36,110 shares; 2025Q1: 56,218 shares; 2025Q2: 57,202 shares; 2025Q3: 57,745 shares; 2025Q4: 52,405 shares; 2026Q1: 24,636 shares 24,636 $5.12M 0.06% -27,769 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,066 shares; 2024Q4: 135,837 shares; 2025Q1: 140,937 shares; 2025Q2: 140,987 shares; 2025Q3: 126,361 shares; 2025Q4: 126,112 shares; 2026Q1: 123,482 shares 123,482 $5.11M 0.06% -2,630 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD 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: 182,446 shares; 2025Q4: 237,205 shares; 2026Q1: 267,329 shares 267,329 $5.11M 0.06% +30,124 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 41,461 shares; 2025Q1: 41,858 shares; 2025Q2: 42,433 shares; 2025Q3: 42,008 shares; 2025Q4: 43,773 shares; 2026Q1: 51,335 shares 51,335 $5.1M 0.06% +7,562 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: 169,488 shares; 2024Q4: 87,102 shares; 2025Q1: 54,513 shares; 2025Q2: 52,359 shares; 2025Q3: 55,604 shares; 2025Q4: 58,090 shares; 2026Q1: 54,835 shares 54,835 $5.1M 0.06% -3,255 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: 20,593 shares; 2024Q4: 20,465 shares; 2025Q1: 20,177 shares; 2025Q2: 19,547 shares; 2025Q3: 18,009 shares; 2025Q4: 18,271 shares; 2026Q1: 16,783 shares 16,783 $5.08M 0.06% -1,488 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,116 shares; 2025Q1: 5,917 shares; 2025Q2: 14,110 shares; 2025Q3: 20,006 shares; 2025Q4: 21,249 shares; 2026Q1: 20,335 shares 20,335 $5.06M 0.06% -914 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: 112,721 shares; 2024Q4: 114,490 shares; 2025Q1: 116,823 shares; 2025Q2: 126,477 shares; 2025Q3: 124,305 shares; 2025Q4: 129,973 shares; 2026Q1: 123,074 shares 123,074 $5.05M 0.06% -6,899 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.06% 0 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,713 shares; 2024Q4: 45,299 shares; 2025Q1: 44,410 shares; 2025Q2: 44,237 shares; 2025Q3: 45,527 shares; 2025Q4: 46,593 shares; 2026Q1: 52,006 shares 52,006 $5.03M 0.06% +5,413 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: 8,211 shares; 2024Q4: 8,943 shares; 2025Q1: 8,774 shares; 2025Q2: 9,073 shares; 2025Q3: 10,010 shares; 2025Q4: 11,974 shares; 2026Q1: 10,885 shares 10,885 $5.02M 0.06% -1,089 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,535 shares; 2024Q4: 63,732 shares; 2025Q1: 68,151 shares; 2025Q2: 68,314 shares; 2025Q3: 58,866 shares; 2025Q4: 64,494 shares; 2026Q1: 64,507 shares 64,507 $5.01M 0.06% +13 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: 33,298 shares; 2024Q4: 35,072 shares; 2025Q1: 30,494 shares; 2025Q2: 24,393 shares; 2025Q3: 23,495 shares; 2025Q4: 23,287 shares; 2026Q1: 52,506 shares 52,506 $4.93M 0.06% +29,219 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,782 shares; 2024Q4: 90,782 shares; 2025Q1: 90,099 shares; 2025Q2: 89,499 shares; 2025Q3: 89,499 shares; 2025Q4: 89,394 shares; 2026Q1: 101,542 shares 101,542 $4.91M 0.06% +12,148 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,739 shares; 2025Q2: 43,962 shares; 2025Q3: 59,923 shares; 2025Q4: 62,813 shares; 2026Q1: 70,866 shares 70,866 $4.91M 0.06% +8,053 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: 9,876 shares; 2024Q4: 14,310 shares; 2025Q1: 15,160 shares; 2025Q2: 16,475 shares; 2025Q3: 15,531 shares; 2025Q4: 14,569 shares; 2026Q1: 14,905 shares 14,905 $4.86M 0.06% +336 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,870 shares; 2024Q4: 26,652 shares; 2025Q1: 26,811 shares; 2025Q2: 25,596 shares; 2025Q3: 25,594 shares; 2025Q4: 25,953 shares; 2026Q1: 26,696 shares 26,696 $4.84M 0.06% +743 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: 24,994 shares; 2024Q4: 18,023 shares; 2025Q1: 17,122 shares; 2025Q2: 16,814 shares; 2025Q3: 15,820 shares; 2025Q4: 15,732 shares; 2026Q1: 13,948 shares 13,948 $4.75M 0.06% -1,784 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: 31,849 shares; 2024Q4: 29,822 shares; 2025Q1: 29,288 shares; 2025Q2: 29,062 shares; 2025Q3: 28,253 shares; 2025Q4: 28,692 shares; 2026Q1: 28,832 shares 28,832 $4.74M 0.06% +140 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: 31,953 shares; 2024Q4: 38,045 shares; 2025Q1: 46,356 shares; 2025Q2: 55,281 shares; 2025Q3: 55,606 shares; 2025Q4: 55,433 shares; 2026Q1: 56,068 shares 56,068 $4.74M 0.06% +635 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: 47,671 shares; 2024Q4: 48,075 shares; 2025Q1: 46,099 shares; 2025Q2: 44,318 shares; 2025Q3: 40,206 shares; 2025Q4: 38,228 shares; 2026Q1: 39,940 shares 39,940 $4.74M 0.06% +1,712 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,299 shares; 2024Q4: 145,693 shares; 2025Q1: 174,399 shares; 2025Q2: 173,941 shares; 2025Q3: 219,782 shares; 2025Q4: 257,238 shares; 2026Q1: 287,641 shares 287,641 $4.73M 0.06% +30,403 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 116,756 shares 116,756 $4.64M 0.06% new 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: 43,595 shares; 2024Q4: 45,225 shares; 2025Q1: 43,424 shares; 2025Q2: 42,793 shares; 2025Q3: 33,596 shares; 2025Q4: 30,413 shares; 2026Q1: 31,634 shares 31,634 $4.64M 0.06% +1,221 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 43,793 shares; 2025Q1: 29,066 shares; 2025Q2: 29,077 shares; 2025Q3: 28,877 shares; 2025Q4: 28,878 shares; 2026Q1: 32,316 shares 32,316 $4.59M 0.06% +3,438 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: 74,457 shares; 2024Q4: 99,062 shares; 2025Q1: 141,055 shares; 2025Q2: 141,782 shares; 2025Q3: 174,331 shares; 2025Q4: 200,452 shares; 2026Q1: 223,176 shares 223,176 $4.59M 0.06% +22,724 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,301 shares; 2024Q4: 67,918 shares; 2025Q1: 69,358 shares; 2025Q2: 71,109 shares; 2025Q3: 71,630 shares; 2025Q4: 72,055 shares; 2026Q1: 60,845 shares 60,845 $4.59M 0.06% -11,210 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,047 shares; 2024Q4: 82,521 shares; 2025Q1: 79,881 shares; 2025Q2: 81,133 shares; 2025Q3: 77,570 shares; 2025Q4: 89,515 shares; 2026Q1: 145,011 shares 145,011 $4.56M 0.06% +55,496 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: 7,874 shares; 2024Q4: 6,931 shares; 2025Q1: 5,794 shares; 2025Q2: 5,760 shares; 2025Q3: 5,699 shares; 2025Q4: 30,477 shares; 2026Q1: 43,503 shares 43,503 $4.55M 0.06% +13,026 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 15,559 shares; 2025Q1: 16,462 shares; 2025Q2: 31,801 shares; 2025Q3: 31,859 shares; 2025Q4: 32,149 shares; 2026Q1: 40,166 shares 40,166 $4.51M 0.06% +8,017 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,384 shares; 2024Q4: 68,857 shares; 2025Q1: 68,655 shares; 2025Q2: 69,665 shares; 2025Q3: 68,964 shares; 2025Q4: 78,403 shares; 2026Q1: 80,075 shares 80,075 $4.51M 0.06% +1,672 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: 10,724 shares; 2024Q4: 10,226 shares; 2025Q1: 10,316 shares; 2025Q2: 10,344 shares; 2025Q3: 14,117 shares; 2025Q4: 14,694 shares; 2026Q1: 12,742 shares 12,742 $4.51M 0.06% -1,952 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,347 shares; 2025Q4: 38,537 shares; 2026Q1: 38,512 shares 38,512 $4.51M 0.06% -25 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: 103,613 shares; 2024Q4: 99,565 shares; 2025Q1: 97,358 shares; 2025Q2: 89,670 shares; 2025Q3: 90,273 shares; 2025Q4: 88,903 shares; 2026Q1: 82,867 shares 82,867 $4.49M 0.06% -6,036 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,044 shares; 2024Q4: 119,640 shares; 2025Q1: 135,865 shares; 2025Q2: 328,014 shares; 2025Q3: 324,376 shares; 2025Q4: 235,482 shares; 2026Q1: 92,167 shares 92,167 $4.47M 0.06% -143,315 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 18,058 shares; 2025Q1: 17,712 shares; 2025Q2: 18,224 shares; 2025Q3: 20,041 shares; 2025Q4: 21,054 shares; 2026Q1: 20,349 shares 20,349 $4.46M 0.06% -705 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: 19,825 shares; 2024Q4: 20,170 shares; 2025Q1: 19,384 shares; 2025Q2: 19,145 shares; 2025Q3: 18,984 shares; 2025Q4: 18,810 shares; 2026Q1: 18,842 shares 18,842 $4.41M 0.06% +32 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,921 shares; 2025Q1: 117,710 shares; 2025Q2: 120,402 shares; 2025Q3: 120,917 shares; 2025Q4: 141,646 shares; 2026Q1: 156,146 shares 156,146 $4.4M 0.06% +14,500 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: 41,857 shares; 2024Q4: 40,937 shares; 2025Q1: 40,457 shares; 2025Q2: 36,268 shares; 2025Q3: 35,645 shares; 2025Q4: 35,348 shares; 2026Q1: 33,521 shares 33,521 $4.39M 0.05% -1,827 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: 18,185 shares; 2024Q4: 17,072 shares; 2025Q1: 17,010 shares; 2025Q2: 16,983 shares; 2025Q3: 16,989 shares; 2025Q4: 16,872 shares; 2026Q1: 16,629 shares 16,629 $4.35M 0.05% -243 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 11,778 shares; 2025Q1: 12,070 shares; 2025Q2: 17,214 shares; 2025Q3: 68,490 shares; 2025Q4: 87,617 shares; 2026Q1: 93,276 shares 93,276 $4.33M 0.05% +5,659 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: 3,988 shares; 2024Q4: 4,136 shares; 2025Q1: 3,673 shares; 2025Q2: 4,823 shares; 2025Q3: 5,145 shares; 2025Q4: 5,254 shares; 2026Q1: 6,184 shares 6,184 $4.31M 0.05% +930 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,200 shares; 2025Q3: 103,681 shares; 2025Q4: 123,861 shares; 2026Q1: 146,146 shares 146,146 $4.3M 0.05% +22,285 Timeline BSCX 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: 56,657 shares; 2024Q4: 71,795 shares; 2025Q1: 112,370 shares; 2025Q2: 120,537 shares; 2025Q3: 149,891 shares; 2025Q4: 173,777 shares; 2026Q1: 201,774 shares 201,774 $4.27M 0.05% +27,997 Timeline BSCY 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: 16,715 shares; 2024Q4: 32,247 shares; 2025Q1: 96,869 shares; 2025Q2: 121,855 shares; 2025Q3: 150,899 shares; 2025Q4: 177,312 shares; 2026Q1: 203,368 shares 203,368 $4.21M 0.05% +26,056 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: 57,437 shares; 2024Q4: 55,450 shares; 2025Q1: 39,072 shares; 2025Q2: 43,724 shares; 2025Q3: 42,307 shares; 2025Q4: 35,991 shares; 2026Q1: 37,949 shares 37,949 $4.21M 0.05% +1,958 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,322 shares; 2025Q1: 7,332 shares; 2025Q2: 7,322 shares; 2025Q3: 7,261 shares; 2025Q4: 7,261 shares; 2026Q1: 7,261 shares 7,261 $4.15M 0.05% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 39,233 shares; 2025Q1: 18,745 shares; 2025Q2: 47,034 shares; 2025Q3: 40,732 shares; 2025Q4: 33,112 shares; 2026Q1: 51,440 shares 51,440 $4.12M 0.05% +18,328 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: 22,142 shares; 2024Q4: 15,921 shares; 2025Q1: 16,122 shares; 2025Q2: 31,665 shares; 2025Q3: 41,399 shares; 2025Q4: 86,201 shares; 2026Q1: 89,216 shares 89,216 $4.09M 0.05% +3,015 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,156 shares; 2025Q1: 2,989 shares; 2025Q2: 3,048 shares; 2025Q3: 3,036 shares; 2025Q4: 3,059 shares; 2026Q1: 11,838 shares 11,838 $4.05M 0.05% +8,779 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 40,888 shares; 2025Q4: 41,706 shares; 2026Q1: 41,098 shares 41,098 $4M 0.05% -608 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: 12,900 shares; 2024Q4: 12,433 shares; 2025Q1: 12,685 shares; 2025Q2: 12,710 shares; 2025Q3: 13,048 shares; 2025Q4: 12,937 shares; 2026Q1: 12,137 shares 12,137 $3.99M 0.05% -800 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,062 shares; 2024Q4: 37,348 shares; 2025Q1: 38,865 shares; 2025Q2: 41,845 shares; 2025Q3: 40,996 shares; 2025Q4: 41,103 shares; 2026Q1: 41,645 shares 41,645 $3.97M 0.05% +542 Timeline BILS 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: 315,660 shares; 2024Q4: 111,774 shares; 2025Q1: 61,258 shares; 2025Q2: 49,550 shares; 2025Q3: 33,148 shares; 2025Q4: 61,860 shares; 2026Q1: 39,966 shares 39,966 $3.97M 0.05% -21,894 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: 2,263 shares; 2024Q4: 1,799 shares; 2025Q1: 2,760 shares; 2025Q2: 2,932 shares; 2025Q3: 2,928 shares; 2025Q4: 3,142 shares; 2026Q1: 2,997 shares 2,997 $3.96M 0.05% -145 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: 144,268 shares; 2024Q4: 183,963 shares; 2025Q1: 224,907 shares; 2025Q2: 209,765 shares; 2025Q3: 120,970 shares; 2025Q4: 122,614 shares; 2026Q1: 117,516 shares 117,516 $3.94M 0.05% -5,098 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: 14,433 shares; 2024Q4: 16,530 shares; 2025Q1: 17,394 shares; 2025Q2: 18,481 shares; 2025Q3: 17,925 shares; 2025Q4: 18,989 shares; 2026Q1: 19,224 shares 19,224 $3.93M 0.05% +235 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,925 shares; 2024Q4: 34,925 shares; 2025Q1: 34,925 shares; 2025Q2: 34,925 shares; 2025Q3: 34,925 shares; 2025Q4: 34,925 shares; 2026Q1: 110,099 shares 110,099 $3.9M 0.05% +75,174 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: 10,403 shares; 2024Q4: 10,863 shares; 2025Q1: 11,132 shares; 2025Q2: 10,551 shares; 2025Q3: 10,035 shares; 2025Q4: 9,202 shares; 2026Q1: 9,135 shares 9,135 $3.89M 0.05% -67 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: 10,286 shares; 2024Q4: 10,210 shares; 2025Q1: 7,932 shares; 2025Q2: 8,078 shares; 2025Q3: 9,201 shares; 2025Q4: 24,256 shares; 2026Q1: 23,647 shares 23,647 $3.88M 0.05% -609 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: 56,883 shares; 2024Q4: 53,248 shares; 2025Q1: 59,053 shares; 2025Q2: 81,822 shares; 2025Q3: 58,846 shares; 2025Q4: 54,147 shares; 2026Q1: 53,836 shares 53,836 $3.87M 0.05% -311 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,554 shares; 2025Q1: 15,554 shares; 2025Q2: 15,554 shares; 2025Q3: 15,554 shares; 2025Q4: 10,000 shares; 2026Q1: 375,160 shares 375,160 $3.86M 0.05% +365,160 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,180 shares 86,180 $3.84M 0.05% new Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,531 shares; 2025Q2: 112,715 shares; 2025Q3: 116,084 shares; 2025Q4: 135,484 shares; 2026Q1: 141,359 shares 141,359 $3.81M 0.05% +5,875 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,875 shares; 2025Q3: 59,040 shares; 2025Q4: 105,734 shares; 2026Q1: 106,143 shares 106,143 $3.81M 0.05% +409 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,695 shares; 2025Q2: 114,561 shares; 2025Q3: 116,278 shares; 2025Q4: 134,290 shares; 2026Q1: 140,505 shares 140,505 $3.77M 0.05% +6,215 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,009 shares; 2024Q4: 66,066 shares; 2025Q1: 316,829 shares; 2025Q2: 140,448 shares; 2025Q3: 136,915 shares; 2025Q4: 123,589 shares; 2026Q1: 75,225 shares 75,225 $3.74M 0.05% -48,364 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,867 shares; 2024Q4: 194,085 shares; 2025Q1: 196,076 shares; 2025Q2: 198,926 shares; 2025Q3: 186,391 shares; 2025Q4: 139,810 shares; 2026Q1: 126,983 shares 126,983 $3.73M 0.05% -12,827 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: 8,852 shares; 2024Q4: 8,765 shares; 2025Q1: 8,235 shares; 2025Q2: 8,500 shares; 2025Q3: 8,481 shares; 2025Q4: 8,075 shares; 2026Q1: 7,873 shares 7,873 $3.73M 0.05% -202 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: 41,692 shares; 2024Q4: 41,553 shares; 2025Q1: 40,846 shares; 2025Q2: 39,239 shares; 2025Q3: 38,632 shares; 2025Q4: 34,185 shares; 2026Q1: 32,903 shares 32,903 $3.72M 0.05% -1,282 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,688 shares; 2024Q4: 59,275 shares; 2025Q1: 80,230 shares; 2025Q2: 80,839 shares; 2025Q3: 123,608 shares; 2025Q4: 153,550 shares; 2026Q1: 159,374 shares 159,374 $3.72M 0.05% +5,824 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: 7,408 shares; 2024Q4: 7,185 shares; 2025Q1: 6,909 shares; 2025Q2: 7,214 shares; 2025Q3: 7,366 shares; 2025Q4: 7,471 shares; 2026Q1: 6,575 shares 6,575 $3.7M 0.05% -896 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,258 shares; 2024Q4: 133,629 shares; 2025Q1: 142,040 shares; 2025Q2: 143,793 shares; 2025Q3: 161,399 shares; 2025Q4: 182,382 shares; 2026Q1: 198,362 shares 198,362 $3.7M 0.05% +15,980 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,667 shares; 2024Q4: 94,880 shares; 2025Q1: 98,620 shares; 2025Q2: 99,049 shares; 2025Q3: 102,552 shares; 2025Q4: 119,386 shares; 2026Q1: 129,833 shares 129,833 $3.64M 0.05% +10,447 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: 2,240 shares; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,598 shares; 2025Q4: 33,088 shares; 2026Q1: 36,116 shares 36,116 $3.63M 0.05% +3,028 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: 41,028 shares; 2024Q4: 40,172 shares; 2025Q1: 41,246 shares; 2025Q2: 40,467 shares; 2025Q3: 42,593 shares; 2025Q4: 36,874 shares; 2026Q1: 39,929 shares 39,929 $3.61M 0.05% +3,055 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,601 shares; 2024Q4: 89,674 shares; 2025Q1: 93,720 shares; 2025Q2: 92,821 shares; 2025Q3: 95,951 shares; 2025Q4: 93,176 shares; 2026Q1: 91,160 shares 91,160 $3.59M 0.04% -2,016 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,979 shares; 2024Q4: 99,160 shares; 2025Q1: 79,213 shares; 2025Q2: 80,813 shares; 2025Q3: 80,813 shares; 2025Q4: 79,298 shares; 2026Q1: 79,243 shares 79,243 $3.59M 0.04% -55 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,389 shares; 2024Q4: 102,145 shares; 2025Q1: 101,498 shares; 2025Q2: 102,305 shares; 2025Q3: 98,804 shares; 2025Q4: 115,335 shares; 2026Q1: 116,874 shares 116,874 $3.58M 0.04% +1,539 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: 41,063 shares; 2024Q4: 42,492 shares; 2025Q1: 42,062 shares; 2025Q2: 42,391 shares; 2025Q3: 42,558 shares; 2025Q4: 43,391 shares; 2026Q1: 45,591 shares 45,591 $3.57M 0.04% +2,200 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,953 shares; 2025Q1: 2,201 shares; 2025Q2: 14,940 shares; 2025Q3: 15,309 shares; 2025Q4: 13,148 shares; 2026Q1: 9,323 shares 9,323 $3.57M 0.04% -3,825 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,848 shares; 2024Q4: 42,926 shares; 2025Q1: 41,347 shares; 2025Q2: 40,938 shares; 2025Q3: 40,762 shares; 2025Q4: 40,046 shares; 2026Q1: 41,810 shares 41,810 $3.55M 0.04% +1,764 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: 31,632 shares; 2024Q4: 32,504 shares; 2025Q1: 32,277 shares; 2025Q2: 8,840 shares; 2025Q3: 9,874 shares; 2025Q4: 31,058 shares; 2026Q1: 79,237 shares 79,237 $3.55M 0.04% +48,179 Timeline KBWB 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: 82,356 shares; 2024Q4: 82,357 shares; 2025Q1: 82,080 shares; 2025Q2: 82,050 shares; 2025Q3: 81,813 shares; 2025Q4: 86,780 shares; 2026Q1: 44,876 shares 44,876 $3.55M 0.04% -41,904 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: 26,770 shares; 2024Q4: 23,376 shares; 2025Q1: 18,307 shares; 2025Q2: 18,395 shares; 2025Q3: 16,552 shares; 2025Q4: 29,765 shares; 2026Q1: 32,281 shares 32,281 $3.52M 0.04% +2,516 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 69,806 shares; 2025Q1: 72,979 shares; 2025Q2: 73,564 shares; 2025Q3: 76,688 shares; 2025Q4: 78,299 shares; 2026Q1: 68,321 shares 68,321 $3.47M 0.04% -9,978 BSCZ 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: 31,610 shares; 2025Q4: 69,245 shares; 2026Q1: 165,848 shares 165,848 $3.4M 0.04% +96,603 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: 84,274 shares; 2024Q4: 97,512 shares; 2025Q1: 109,216 shares; 2025Q2: 114,227 shares; 2025Q3: 129,963 shares; 2025Q4: 150,482 shares; 2026Q1: 166,383 shares 166,383 $3.4M 0.04% +15,901 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,696 shares; 2024Q4: 82,712 shares; 2025Q1: 98,799 shares; 2025Q2: 86,141 shares; 2025Q3: 71,455 shares; 2025Q4: 45,840 shares; 2026Q1: 63,680 shares 63,680 $3.38M 0.04% +17,840 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,677 shares; 2024Q4: 87,960 shares; 2025Q1: 95,278 shares; 2025Q2: 98,163 shares; 2025Q3: 100,987 shares; 2025Q4: 117,543 shares; 2026Q1: 118,363 shares 118,363 $3.36M 0.04% +820 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 10,650 shares; 2025Q4: 11,675 shares; 2026Q1: 66,392 shares 66,392 $3.35M 0.04% +54,717 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,340 shares; 2024Q4: 70,699 shares; 2025Q1: 70,719 shares; 2025Q2: 69,809 shares; 2025Q3: 69,684 shares; 2025Q4: 68,632 shares; 2026Q1: 70,789 shares 70,789 $3.33M 0.04% +2,157 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: 162,644 shares; 2024Q4: 107,009 shares; 2025Q1: 111,397 shares; 2025Q2: 114,102 shares; 2025Q3: 78,141 shares; 2025Q4: 76,517 shares; 2026Q1: 74,830 shares 74,830 $3.3M 0.04% -1,687 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,175 shares; 2024Q4: 86,614 shares; 2025Q1: 93,574 shares; 2025Q2: 96,436 shares; 2025Q3: 99,651 shares; 2025Q4: 115,768 shares; 2026Q1: 115,318 shares 115,318 $3.29M 0.04% -450 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: 35,822 shares; 2024Q4: 35,321 shares; 2025Q1: 33,380 shares; 2025Q2: 67,120 shares; 2025Q3: 68,719 shares; 2025Q4: 69,788 shares; 2026Q1: 70,748 shares 70,748 $3.28M 0.04% +960 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 37,499 shares; 2025Q1: 36,408 shares; 2025Q2: 35,079 shares; 2025Q3: 34,940 shares; 2025Q4: 34,942 shares; 2026Q1: 34,601 shares 34,601 $3.27M 0.04% -341 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,781 shares; 2024Q4: 98,211 shares; 2025Q1: 98,612 shares; 2025Q2: 98,358 shares; 2025Q3: 98,231 shares; 2025Q4: 100,232 shares; 2026Q1: 108,432 shares 108,432 $3.26M 0.04% +8,200 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: 382,600 shares; 2024Q4: 338,731 shares; 2025Q1: 423,725 shares; 2025Q2: 402,672 shares; 2025Q3: 411,089 shares; 2025Q4: 105,254 shares; 2026Q1: 113,348 shares 113,348 $3.26M 0.04% +8,094 Timeline DVYE 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: 53,906 shares; 2024Q4: 56,329 shares; 2025Q1: 79,062 shares; 2025Q2: 82,742 shares; 2025Q3: 87,023 shares; 2025Q4: 89,535 shares; 2026Q1: 94,558 shares 94,558 $3.25M 0.04% +5,023 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 19,610 shares; 2025Q1: 20,010 shares; 2025Q2: 20,385 shares; 2025Q3: 22,562 shares; 2025Q4: 21,819 shares; 2026Q1: 75,322 shares 75,322 $3.24M 0.04% +53,503 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,076 shares; 2024Q4: 185,612 shares; 2025Q1: 108,864 shares; 2025Q2: 98,787 shares; 2025Q3: 94,450 shares; 2025Q4: 67,807 shares; 2026Q1: 86,808 shares 86,808 $3.24M 0.04% +19,001 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,648 shares; 2024Q4: 76,194 shares; 2025Q1: 45,570 shares; 2025Q2: 45,094 shares; 2025Q3: 46,424 shares; 2025Q4: 40,283 shares; 2026Q1: 39,407 shares 39,407 $3.2M 0.04% -876 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,098 shares; 2024Q4: 79,340 shares; 2025Q1: 82,181 shares; 2025Q2: 86,173 shares; 2025Q3: 94,026 shares; 2025Q4: 110,183 shares; 2026Q1: 109,767 shares 109,767 $3.18M 0.04% -416 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,156 shares; 2025Q4: 92,638 shares; 2026Q1: 102,639 shares 102,639 $3.17M 0.04% +10,001 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 17,965 shares; 2025Q1: 18,270 shares; 2025Q2: 15,762 shares; 2025Q3: 6,636 shares; 2025Q4: 6,288 shares; 2026Q1: 6,060 shares 6,060 $3.17M 0.04% -228 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: 62,924 shares; 2024Q4: 62,802 shares; 2025Q1: 57,873 shares; 2025Q2: 66,120 shares; 2025Q3: 62,887 shares; 2025Q4: 62,783 shares; 2026Q1: 46,882 shares 46,882 $3.17M 0.04% -15,901 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,724 shares; 2024Q4: 627,419 shares; 2025Q1: 646,330 shares; 2025Q2: 667,466 shares; 2025Q3: 716,656 shares; 2025Q4: 472,030 shares; 2026Q1: 345,595 shares 345,595 $3.16M 0.04% -126,435 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,634 shares; 2025Q4: 95,284 shares; 2026Q1: 105,253 shares 105,253 $3.15M 0.04% +9,969 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 18,432 shares; 2025Q1: 19,918 shares; 2025Q2: 19,835 shares; 2025Q3: 21,045 shares; 2025Q4: 20,615 shares; 2026Q1: 19,953 shares 19,953 $3.15M 0.04% -662 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,879 shares; 2024Q4: 24,535 shares; 2025Q1: 22,864 shares; 2025Q2: 23,172 shares; 2025Q3: 29,497 shares; 2025Q4: 26,587 shares; 2026Q1: 26,601 shares 26,601 $3.15M 0.04% +14 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,917 shares; 2025Q4: 92,248 shares; 2026Q1: 101,763 shares 101,763 $3.13M 0.04% +9,515 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,684 shares; 2025Q4: 95,435 shares; 2026Q1: 104,507 shares 104,507 $3.1M 0.04% +9,072 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,395 shares; 2024Q4: 46,840 shares; 2025Q1: 55,085 shares; 2025Q2: 50,125 shares; 2025Q3: 52,910 shares; 2025Q4: 75,745 shares; 2026Q1: 113,535 shares 113,535 $3.08M 0.04% +37,790 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: 13,091 shares; 2024Q4: 14,212 shares; 2025Q1: 13,937 shares; 2025Q2: 13,930 shares; 2025Q3: 14,879 shares; 2025Q4: 15,327 shares; 2026Q1: 13,914 shares 13,914 $3.08M 0.04% -1,413 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 61,643 shares; 2025Q1: 64,826 shares; 2025Q2: 71,587 shares; 2025Q3: 89,647 shares; 2025Q4: 87,029 shares; 2026Q1: 82,498 shares 82,498 $3.07M 0.04% -4,531 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,613 shares; 2026Q1: 53,861 shares 53,861 $3.07M 0.04% +1,248 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,585 shares; 2025Q2: 39,416 shares; 2025Q3: 49,730 shares; 2025Q4: 52,717 shares; 2026Q1: 72,732 shares 72,732 $3.07M 0.04% +20,015 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,666 shares; 2024Q4: 112,213 shares; 2025Q1: 52,645 shares; 2025Q2: 35,928 shares; 2025Q3: 34,114 shares; 2025Q4: 33,372 shares; 2026Q1: 33,070 shares 33,070 $3.05M 0.04% -302 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: 19,603 shares; 2025Q1: 19,603 shares; 2025Q2: 19,317 shares; 2025Q3: 19,317 shares; 2025Q4: 19,038 shares; 2026Q1: 19,038 shares 19,038 $3.04M 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,648 shares; 2024Q4: 47,332 shares; 2025Q1: 42,494 shares; 2025Q2: 43,032 shares; 2025Q3: 32,419 shares; 2025Q4: 35,034 shares; 2026Q1: 30,773 shares 30,773 $3.03M 0.04% -4,261 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: 38,282 shares; 2024Q4: 33,990 shares; 2025Q1: 29,410 shares; 2025Q2: 25,564 shares; 2025Q3: 24,650 shares; 2025Q4: 24,369 shares; 2026Q1: 21,371 shares 21,371 $3.02M 0.04% -2,998 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,484 shares; 2024Q4: 128,380 shares; 2025Q1: 127,179 shares; 2025Q2: 126,482 shares; 2025Q3: 122,115 shares; 2025Q4: 106,360 shares; 2026Q1: 54,948 shares 54,948 $3.01M 0.04% -51,412 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: 6,620 shares; 2024Q4: 7,224 shares; 2025Q1: 8,004 shares; 2025Q2: 8,586 shares; 2025Q3: 13,604 shares; 2025Q4: 10,104 shares; 2026Q1: 7,554 shares 7,554 $3.01M 0.04% -2,550 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,668 shares; 2025Q1: 10,657 shares; 2025Q2: 11,902 shares; 2025Q3: 27,598 shares; 2025Q4: 49,071 shares; 2026Q1: 95,090 shares 95,090 $2.97M 0.04% +46,019 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: 42,265 shares; 2024Q4: 45,831 shares; 2025Q1: 46,740 shares; 2025Q2: 45,970 shares; 2025Q3: 38,207 shares; 2025Q4: 31,892 shares; 2026Q1: 32,216 shares 32,216 $2.95M 0.04% +324 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,200 shares; 2025Q2: 84,400 shares; 2025Q3: 83,400 shares; 2025Q4: 81,200 shares; 2026Q1: 80,300 shares 80,300 $2.94M 0.04% -900 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,986 shares; 2024Q4: 126,845 shares; 2025Q1: 126,438 shares; 2025Q2: 208,165 shares; 2025Q3: 197,129 shares; 2025Q4: 116,678 shares; 2026Q1: 65,202 shares 65,202 $2.93M 0.04% -51,476 Timeline VIGI 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: 34,265 shares; 2024Q4: 35,090 shares; 2025Q1: 34,917 shares; 2025Q2: 35,396 shares; 2025Q3: 37,531 shares; 2025Q4: 34,752 shares; 2026Q1: 33,046 shares 33,046 $2.92M 0.04% -1,706 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,770 shares; 2024Q4: 128,721 shares; 2025Q1: 127,775 shares; 2025Q2: 115,771 shares; 2025Q3: 144,017 shares; 2025Q4: 154,784 shares; 2026Q1: 150,265 shares 150,265 $2.92M 0.04% -4,519 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: 3,472 shares; 2024Q4: 3,368 shares; 2025Q1: 3,174 shares; 2025Q2: 3,226 shares; 2025Q3: 3,281 shares; 2025Q4: 3,391 shares; 2026Q1: 3,262 shares 3,262 $2.92M 0.04% -129 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: 15,633 shares; 2024Q4: 15,391 shares; 2025Q1: 14,229 shares; 2025Q2: 16,179 shares; 2025Q3: 16,027 shares; 2025Q4: 16,133 shares; 2026Q1: 15,965 shares 15,965 $2.91M 0.04% -168 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 9,294 shares; 2025Q1: 9,210 shares; 2025Q2: 9,252 shares; 2025Q3: 11,497 shares; 2025Q4: 11,703 shares; 2026Q1: 11,578 shares 11,578 $2.9M 0.04% -125 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,979 shares; 2024Q4: 57,493 shares; 2025Q1: 54,791 shares; 2025Q2: 55,788 shares; 2025Q3: 56,054 shares; 2025Q4: 59,811 shares; 2026Q1: 66,719 shares 66,719 $2.84M 0.04% +6,908 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,692 shares; 2025Q2: 3,530 shares; 2025Q3: 36,142 shares; 2025Q4: 29,936 shares; 2026Q1: 32,981 shares 32,981 $2.84M 0.04% +3,045 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 19,746 shares; 2025Q1: 18,574 shares; 2025Q2: 17,233 shares; 2025Q3: 18,638 shares; 2025Q4: 22,148 shares; 2026Q1: 23,758 shares 23,758 $2.82M 0.04% +1,610 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,308 shares; 2024Q4: 55,521 shares; 2025Q1: 64,990 shares; 2025Q2: 64,908 shares; 2025Q3: 62,429 shares; 2025Q4: 60,866 shares; 2026Q1: 64,969 shares 64,969 $2.8M 0.04% +4,103 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,059 shares; 2024Q4: 163,817 shares; 2025Q1: 162,323 shares; 2025Q2: 161,059 shares; 2025Q3: 140,288 shares; 2025Q4: 83,701 shares; 2026Q1: 52,810 shares 52,810 $2.79M 0.03% -30,891 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,878 shares; 2024Q4: 21,034 shares; 2025Q1: 9,512 shares; 2025Q2: 9,599 shares; 2025Q3: 9,336 shares; 2025Q4: 9,172 shares; 2026Q1: 9,498 shares 9,498 $2.78M 0.03% +326 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: 65,223 shares; 2024Q4: 39,338 shares; 2025Q1: 14,853 shares; 2025Q2: 14,031 shares; 2025Q3: 13,613 shares; 2025Q4: 13,591 shares; 2026Q1: 13,408 shares 13,408 $2.78M 0.03% -183 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: 22,801 shares; 2024Q4: 24,836 shares; 2025Q1: 23,098 shares; 2025Q2: 23,363 shares; 2025Q3: 25,160 shares; 2025Q4: 56,953 shares; 2026Q1: 58,494 shares 58,494 $2.75M 0.03% +1,541 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: 9,281 shares; 2024Q4: 9,340 shares; 2025Q1: 9,314 shares; 2025Q2: 9,327 shares; 2025Q3: 9,314 shares; 2025Q4: 9,679 shares; 2026Q1: 9,547 shares 9,547 $2.74M 0.03% -132 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 25,087 shares; 2025Q1: 24,655 shares; 2025Q2: 24,762 shares; 2025Q3: 42,744 shares; 2025Q4: 44,028 shares; 2026Q1: 41,969 shares 41,969 $2.74M 0.03% -2,059 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,949 shares; 2024Q4: 178,939 shares; 2025Q1: 175,687 shares; 2025Q2: 158,519 shares; 2025Q3: 184,040 shares; 2025Q4: 154,779 shares; 2026Q1: 158,135 shares 158,135 $2.73M 0.03% +3,356 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,750 shares; 2025Q4: 264,330 shares; 2026Q1: 94,495 shares 94,495 $2.73M 0.03% -169,835 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: 10,876 shares; 2024Q4: 11,375 shares; 2025Q1: 11,091 shares; 2025Q2: 10,585 shares; 2025Q3: 9,051 shares; 2025Q4: 9,545 shares; 2026Q1: 9,317 shares 9,317 $2.72M 0.03% -228 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 13,220 shares; 2025Q1: 28,511 shares; 2025Q2: 8,355 shares; 2025Q3: 8,267 shares; 2025Q4: 8,266 shares; 2026Q1: 8,267 shares 8,267 $2.72M 0.03% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,446 shares; 2024Q4: 34,109 shares; 2025Q1: 34,099 shares; 2025Q2: 31,364 shares; 2025Q3: 31,637 shares; 2025Q4: 31,747 shares; 2026Q1: 33,513 shares 33,513 $2.71M 0.03% +1,766 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 16,836 shares; 2025Q1: 20,813 shares; 2025Q2: 20,713 shares; 2025Q3: 22,813 shares; 2025Q4: 23,363 shares; 2026Q1: 23,181 shares 23,181 $2.69M 0.03% -182 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,459 shares; 2024Q4: 74,805 shares; 2025Q1: 77,953 shares; 2025Q2: 81,074 shares; 2025Q3: 91,979 shares; 2025Q4: 92,546 shares; 2026Q1: 92,102 shares 92,102 $2.64M 0.03% -444 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: 15,221 shares; 2024Q4: 14,987 shares; 2025Q1: 14,984 shares; 2025Q2: 14,449 shares; 2025Q3: 14,413 shares; 2025Q4: 14,324 shares; 2026Q1: 14,463 shares 14,463 $2.63M 0.03% +139 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,234 shares; 2024Q4: 66,446 shares; 2025Q1: 59,268 shares; 2025Q2: 54,182 shares; 2025Q3: 48,635 shares; 2025Q4: 43,770 shares; 2026Q1: 39,836 shares 39,836 $2.59M 0.03% -3,934 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,232 shares; 2024Q4: 40,472 shares; 2025Q1: 38,465 shares; 2025Q2: 38,265 shares; 2025Q3: 38,193 shares; 2025Q4: 39,243 shares; 2026Q1: 38,298 shares 38,298 $2.59M 0.03% -945 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,975 shares; 2024Q4: 68,237 shares; 2025Q1: 49,506 shares; 2025Q2: 54,796 shares; 2025Q3: 59,715 shares; 2025Q4: 61,876 shares; 2026Q1: 64,320 shares 64,320 $2.58M 0.03% +2,444 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 18,519 shares; 2025Q1: 18,578 shares; 2025Q2: 16,344 shares; 2025Q3: 17,350 shares; 2025Q4: 15,330 shares; 2026Q1: 16,196 shares 16,196 $2.55M 0.03% +866 Timeline FXL 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: 16,260 shares; 2024Q4: 16,372 shares; 2025Q1: 16,260 shares; 2025Q2: 16,261 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares; 2026Q1: 16,005 shares 16,005 $2.54M 0.03% +50 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,295 shares; 2024Q4: 36,561 shares; 2025Q1: 35,928 shares; 2025Q2: 42,503 shares; 2025Q3: 45,130 shares; 2025Q4: 42,983 shares; 2026Q1: 40,869 shares 40,869 $2.51M 0.03% -2,114 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,925 shares; 2026Q1: 29,795 shares 29,795 $2.49M 0.03% +7,870 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,875 shares; 2025Q1: 7,063 shares; 2025Q2: 7,063 shares; 2025Q3: 8,491 shares; 2025Q4: 30,730 shares; 2026Q1: 52,805 shares 52,805 $2.48M 0.03% +22,075 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,690 shares; 2024Q4: 17,242 shares; 2025Q1: 16,443 shares; 2025Q2: 21,929 shares; 2025Q3: 23,457 shares; 2025Q4: 27,357 shares; 2026Q1: 26,514 shares 26,514 $2.47M 0.03% -843 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: 72,488 shares; 2024Q4: 29,593 shares; 2025Q1: 27,335 shares; 2025Q2: 30,620 shares; 2025Q3: 30,169 shares; 2025Q4: 29,866 shares; 2026Q1: 32,787 shares 32,787 $2.44M 0.03% +2,921 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,236 shares; 2024Q4: 52,914 shares; 2025Q1: 52,076 shares; 2025Q2: 52,303 shares; 2025Q3: 48,345 shares; 2025Q4: 47,568 shares; 2026Q1: 47,066 shares 47,066 $2.44M 0.03% -502 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,981 shares; 2025Q2: 226,702 shares; 2025Q3: 234,152 shares; 2025Q4: 193,313 shares; 2026Q1: 51,436 shares 51,436 $2.42M 0.03% -141,877 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,755 shares; 2024Q4: 64,666 shares; 2025Q1: 68,046 shares; 2025Q2: 71,079 shares; 2025Q3: 80,088 shares; 2025Q4: 80,634 shares; 2026Q1: 80,225 shares 80,225 $2.4M 0.03% -409 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: 20,413 shares; 2024Q4: 18,842 shares; 2025Q1: 18,712 shares; 2025Q2: 16,221 shares; 2025Q3: 14,953 shares; 2025Q4: 15,416 shares; 2026Q1: 15,749 shares 15,749 $2.38M 0.03% +333 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: 9,946 shares; 2024Q4: 9,677 shares; 2025Q1: 32,700 shares; 2025Q2: 30,911 shares; 2025Q3: 27,729 shares; 2025Q4: 19,363 shares; 2026Q1: 33,764 shares 33,764 $2.37M 0.03% +14,401 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,813 shares; 2024Q4: 38,720 shares; 2025Q1: 38,709 shares; 2025Q2: 42,697 shares; 2025Q3: 37,249 shares; 2025Q4: 33,520 shares; 2026Q1: 33,197 shares 33,197 $2.37M 0.03% -323 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 10,995 shares; 2025Q1: 10,356 shares; 2025Q2: 9,975 shares; 2025Q3: 9,768 shares; 2025Q4: 9,651 shares; 2026Q1: 9,873 shares 9,873 $2.36M 0.03% +222 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: not reported; 2025Q4: not reported; 2026Q1: 18,225 shares 18,225 $2.36M 0.03% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,612 shares; 2024Q4: 260,072 shares; 2025Q1: 263,892 shares; 2025Q2: 261,142 shares; 2025Q3: 251,280 shares; 2025Q4: 163,375 shares; 2026Q1: 54,660 shares 54,660 $2.36M 0.03% -108,715 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,000 shares; 2024Q4: 152,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 190,000 shares; 2025Q4: 190,000 shares; 2026Q1: 190,000 shares 190,000 $2.34M 0.03% 0 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: 11,625 shares 11,625 $2.29M 0.03% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,082 shares; 2024Q4: 96,222 shares; 2025Q1: 96,540 shares; 2025Q2: 90,083 shares; 2025Q3: 102,169 shares; 2025Q4: 118,746 shares; 2026Q1: 115,969 shares 115,969 $2.28M 0.03% -2,777 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: 77,296 shares; 2024Q4: 87,218 shares; 2025Q1: 99,688 shares; 2025Q2: 100,769 shares; 2025Q3: 133,265 shares; 2025Q4: 95,538 shares; 2026Q1: 30,381 shares 30,381 $2.24M 0.03% -65,157 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,352 shares; 2024Q4: 16,509 shares; 2025Q1: 16,009 shares; 2025Q2: 16,009 shares; 2025Q3: 16,009 shares; 2025Q4: 16,009 shares; 2026Q1: 16,002 shares 16,002 $2.24M 0.03% -7 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,534 shares; 2024Q4: 21,456 shares; 2025Q1: 17,427 shares; 2025Q2: 15,317 shares; 2025Q3: 13,622 shares; 2025Q4: 11,595 shares; 2026Q1: 36,962 shares 36,962 $2.22M 0.03% +25,367 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: 12,048 shares; 2024Q4: 11,326 shares; 2025Q1: 10,240 shares; 2025Q2: 10,745 shares; 2025Q3: 11,493 shares; 2025Q4: 9,268 shares; 2026Q1: 10,473 shares 10,473 $2.2M 0.03% +1,205 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: 6,119 shares; 2024Q4: 5,606 shares; 2025Q1: 6,340 shares; 2025Q2: 7,116 shares; 2025Q3: 6,314 shares; 2025Q4: 6,155 shares; 2026Q1: 6,340 shares 6,340 $2.19M 0.03% +185 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,223 shares; 2025Q1: 1,453 shares; 2025Q2: 2,300 shares; 2025Q3: 2,266 shares; 2025Q4: 1,367 shares; 2026Q1: 1,257 shares 1,257 $2.17M 0.03% -110 Timeline PGX 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: 254,108 shares; 2024Q4: 241,613 shares; 2025Q1: 181,797 shares; 2025Q2: 195,090 shares; 2025Q3: 206,223 shares; 2025Q4: 196,253 shares; 2026Q1: 199,079 shares 199,079 $2.17M 0.03% +2,826 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 20,210 shares; 2025Q1: 21,003 shares; 2025Q2: 21,503 shares; 2025Q3: 17,400 shares; 2025Q4: 16,288 shares; 2026Q1: 17,109 shares 17,109 $2.16M 0.03% +821 Timeline XLRE 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: 73,401 shares; 2024Q4: 77,887 shares; 2025Q1: 81,489 shares; 2025Q2: 87,138 shares; 2025Q3: 87,118 shares; 2025Q4: 52,188 shares; 2026Q1: 52,912 shares 52,912 $2.16M 0.03% +724 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: 7,061 shares; 2024Q4: 6,298 shares; 2025Q1: 5,713 shares; 2025Q2: 4,088 shares; 2025Q3: 3,771 shares; 2025Q4: 4,002 shares; 2026Q1: 5,496 shares 5,496 $2.15M 0.03% +1,494 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: 35,477 shares; 2024Q4: 37,823 shares; 2025Q1: 28,108 shares; 2025Q2: 23,607 shares; 2025Q3: 25,207 shares; 2025Q4: 24,982 shares; 2026Q1: 26,240 shares 26,240 $2.15M 0.03% +1,258 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: 22,095 shares; 2024Q4: 18,475 shares; 2025Q1: 38,098 shares; 2025Q2: 72,546 shares; 2025Q3: 71,688 shares; 2025Q4: 68,450 shares; 2026Q1: 42,223 shares 42,223 $2.12M 0.03% -26,227 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: 8,903 shares; 2024Q4: 8,519 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,616 shares; 2025Q4: 8,397 shares; 2026Q1: 8,516 shares 8,516 $2.12M 0.03% +119 Timeline PCEF 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: 81,561 shares; 2024Q4: 87,845 shares; 2025Q1: 99,219 shares; 2025Q2: 104,870 shares; 2025Q3: 110,037 shares; 2025Q4: 103,539 shares; 2026Q1: 111,640 shares 111,640 $2.1M 0.03% +8,101 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: 23,356 shares; 2024Q4: 23,328 shares; 2025Q1: 22,126 shares; 2025Q2: 22,032 shares; 2025Q3: 21,854 shares; 2025Q4: 21,945 shares; 2026Q1: 19,038 shares 19,038 $2.09M 0.03% -2,907 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 7,100 shares; 2026Q1: 46,540 shares 46,540 $2.08M 0.03% +39,440 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,345 shares; 2024Q4: 380,034 shares; 2025Q1: 210,411 shares; 2025Q2: 214,903 shares; 2025Q3: 171,628 shares; 2025Q4: 136,547 shares; 2026Q1: 40,727 shares 40,727 $2.05M 0.03% -95,820 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,697 shares; 2024Q4: 12,531 shares; 2025Q1: 11,598 shares; 2025Q2: 11,073 shares; 2025Q3: 10,922 shares; 2025Q4: 10,845 shares; 2026Q1: 10,480 shares 10,480 $2.05M 0.03% -365 Timeline FSMB 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: 116,454 shares; 2024Q4: 116,454 shares; 2025Q1: 116,454 shares; 2025Q2: 116,454 shares; 2025Q3: 116,454 shares; 2025Q4: 116,454 shares; 2026Q1: 102,125 shares 102,125 $2.04M 0.03% -14,329 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,695 shares; 2025Q3: 34,330 shares; 2025Q4: 64,090 shares; 2026Q1: 59,100 shares 59,100 $2.03M 0.03% -4,990 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,650 shares; 2024Q4: 31,045 shares; 2025Q1: 29,080 shares; 2025Q2: 33,227 shares; 2025Q3: 34,055 shares; 2025Q4: 34,164 shares; 2026Q1: 33,766 shares 33,766 $2.02M 0.03% -398 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 36,069 shares; 2025Q1: 35,371 shares; 2025Q2: 30,913 shares; 2025Q3: 27,533 shares; 2025Q4: 38,228 shares; 2026Q1: 38,188 shares 38,188 $2.01M 0.03% -40 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: 8,407 shares; 2024Q4: 10,055 shares; 2025Q1: 9,010 shares; 2025Q2: 12,171 shares; 2025Q3: 19,518 shares; 2025Q4: 17,239 shares; 2026Q1: 19,924 shares 19,924 $2.01M 0.03% +2,685 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,686 shares; 2024Q4: 110,735 shares; 2025Q1: 93,538 shares; 2025Q2: 111,785 shares; 2025Q3: 93,609 shares; 2025Q4: 93,647 shares; 2026Q1: 89,464 shares 89,464 $2M 0.02% -4,183 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: 5,088 shares; 2024Q4: 4,993 shares; 2025Q1: 4,924 shares; 2025Q2: 5,189 shares; 2025Q3: 5,353 shares; 2025Q4: 4,477 shares; 2026Q1: 4,519 shares 4,519 $1.96M 0.02% +42 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: 12,332 shares; 2024Q4: 12,389 shares; 2025Q1: 12,297 shares; 2025Q2: 12,201 shares; 2025Q3: 12,551 shares; 2025Q4: 12,440 shares; 2026Q1: 12,560 shares 12,560 $1.95M 0.02% +120 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 59,072 shares; 2026Q1: 38,948 shares 38,948 $1.95M 0.02% -20,124 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,119 shares; 2024Q4: 26,071 shares; 2025Q1: 35,343 shares; 2025Q2: 98,919 shares; 2025Q3: 69,689 shares; 2025Q4: 43,699 shares; 2026Q1: 38,351 shares 38,351 $1.94M 0.02% -5,348 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: 16,658 shares; 2024Q4: 18,949 shares; 2025Q1: 19,087 shares; 2025Q2: 15,990 shares; 2025Q3: 15,900 shares; 2025Q4: 14,667 shares; 2026Q1: 14,210 shares 14,210 $1.92M 0.02% -457 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,296 shares; 2025Q1: 3,417 shares; 2025Q2: 5,287 shares; 2025Q3: 5,395 shares; 2025Q4: 5,582 shares; 2026Q1: 24,243 shares 24,243 $1.91M 0.02% +18,661 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: 13,992 shares; 2024Q4: 11,877 shares; 2025Q1: 11,205 shares; 2025Q2: 11,349 shares; 2025Q3: 9,612 shares; 2025Q4: 9,422 shares; 2026Q1: 10,026 shares 10,026 $1.9M 0.02% +604 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,104 shares; 2024Q4: 68,709 shares; 2025Q1: 53,436 shares; 2025Q2: 54,342 shares; 2025Q3: 56,440 shares; 2025Q4: 56,450 shares; 2026Q1: 55,817 shares 55,817 $1.87M 0.02% -633 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,460 shares; 2024Q4: 36,932 shares; 2025Q1: 40,570 shares; 2025Q2: 45,973 shares; 2025Q3: 45,791 shares; 2025Q4: 42,826 shares; 2026Q1: 33,836 shares 33,836 $1.87M 0.02% -8,990 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: 46,395 shares; 2024Q4: 46,916 shares; 2025Q1: 46,395 shares; 2025Q2: 51,272 shares; 2025Q3: 46,754 shares; 2025Q4: 17,768 shares; 2026Q1: 17,510 shares 17,510 $1.86M 0.02% -258 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 1,954 shares; 2025Q1: 1,732 shares; 2025Q2: 3,340 shares; 2025Q3: 3,287 shares; 2025Q4: 3,436 shares; 2026Q1: 3,295 shares 3,295 $1.85M 0.02% -141 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: 4,804 shares; 2024Q4: 4,859 shares; 2025Q1: 4,935 shares; 2025Q2: 5,630 shares; 2025Q3: 5,752 shares; 2025Q4: 6,251 shares; 2026Q1: 6,068 shares 6,068 $1.85M 0.02% -183 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,740 shares; 2024Q4: 24,861 shares; 2025Q1: 31,101 shares; 2025Q2: 32,601 shares; 2025Q3: 31,038 shares; 2025Q4: 35,053 shares; 2026Q1: 39,433 shares 39,433 $1.84M 0.02% +4,380 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,334 shares; 2024Q4: 10,937 shares; 2025Q1: 11,549 shares; 2025Q2: 12,063 shares; 2025Q3: 11,510 shares; 2025Q4: 11,955 shares; 2026Q1: 13,780 shares 13,780 $1.83M 0.02% +1,825 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,720 shares; 2024Q4: 30,872 shares; 2025Q1: 36,319 shares; 2025Q2: 34,020 shares; 2025Q3: 38,049 shares; 2025Q4: 22,410 shares; 2026Q1: 24,582 shares 24,582 $1.83M 0.02% +2,172 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 15,427 shares; 2025Q1: 17,983 shares; 2025Q2: 19,113 shares; 2025Q3: 19,829 shares; 2025Q4: 18,902 shares; 2026Q1: 19,034 shares 19,034 $1.82M 0.02% +132 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: 18,465 shares; 2024Q4: 20,265 shares; 2025Q1: 20,280 shares; 2025Q2: 19,449 shares; 2025Q3: 22,441 shares; 2025Q4: 19,748 shares; 2026Q1: 19,616 shares 19,616 $1.82M 0.02% -132 Timeline SMOT 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: 37,473 shares; 2024Q4: 39,278 shares; 2025Q1: 50,004 shares; 2025Q2: 52,172 shares; 2025Q3: 53,000 shares; 2025Q4: 49,368 shares; 2026Q1: 51,559 shares 51,559 $1.81M 0.02% +2,191 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 10,847 shares; 2025Q1: 11,210 shares; 2025Q2: 11,387 shares; 2025Q3: 10,177 shares; 2025Q4: 9,712 shares; 2026Q1: 8,669 shares 8,669 $1.81M 0.02% -1,043 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 8,346 shares; 2025Q1: 7,824 shares; 2025Q2: 7,776 shares; 2025Q3: 8,057 shares; 2025Q4: 8,217 shares; 2026Q1: 9,503 shares 9,503 $1.8M 0.02% +1,286 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,188 shares; 2024Q4: 76,344 shares; 2025Q1: 76,922 shares; 2025Q2: 69,194 shares; 2025Q3: 68,183 shares; 2025Q4: 70,335 shares; 2026Q1: 69,029 shares 69,029 $1.8M 0.02% -1,306 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,571 shares; 2025Q1: 14,861 shares; 2025Q2: 15,090 shares; 2025Q3: 17,309 shares; 2025Q4: 16,546 shares; 2026Q1: 13,757 shares 13,757 $1.8M 0.02% -2,789 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,571 shares; 2025Q1: 27,035 shares; 2025Q2: 29,434 shares; 2025Q3: 27,698 shares; 2025Q4: 29,525 shares; 2026Q1: 31,096 shares 31,096 $1.79M 0.02% +1,571 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,075 shares; 2026Q1: 19,643 shares 19,643 $1.79M 0.02% -3,432 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,268 shares; 2025Q1: 3,163 shares; 2025Q2: 3,166 shares; 2025Q3: 3,272 shares; 2025Q4: 3,007 shares; 2026Q1: 3,309 shares 3,309 $1.78M 0.02% +302 Timeline GCOW 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: 40,625 shares; 2024Q4: 34,530 shares; 2025Q1: 32,481 shares; 2025Q2: 32,486 shares; 2025Q3: 31,990 shares; 2025Q4: 31,990 shares; 2026Q1: 38,500 shares 38,500 $1.78M 0.02% +6,510 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: 9,130 shares; 2024Q4: 7,395 shares; 2025Q1: 7,085 shares; 2025Q2: 7,141 shares; 2025Q3: 6,872 shares; 2025Q4: 7,390 shares; 2026Q1: 7,234 shares 7,234 $1.77M 0.02% -156 Timeline