NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359,082 shares; 2024Q4: 2,393,949 shares; 2025Q1: 2,427,259 shares; 2025Q2: 2,482,645 shares; 2025Q3: 3,113,135 shares; 2025Q4: 2,963,950 shares; 2026Q1: 3,803,431 shares 3,803,431 $663M 3.38% +839,481 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: 2,143,269 shares; 2024Q4: 2,172,290 shares; 2025Q1: 2,147,443 shares; 2025Q2: 2,090,296 shares; 2025Q3: 2,199,385 shares; 2025Q4: 2,228,272 shares; 2026Q1: 2,457,406 shares 2,457,406 $624M 3.18% +229,134 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: 342,473 shares; 2024Q4: 365,113 shares; 2025Q1: 399,916 shares; 2025Q2: 426,028 shares; 2025Q3: 619,601 shares; 2025Q4: 622,585 shares; 2026Q1: 702,876 shares 702,876 $459M 2.34% +80,291 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: 999,005 shares; 2024Q4: 1,019,028 shares; 2025Q1: 979,232 shares; 2025Q2: 984,065 shares; 2025Q3: 1,459,067 shares; 2025Q4: 1,421,757 shares; 2026Q1: 1,565,836 shares 1,565,836 $450M 2.3% +144,079 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172,796 shares; 2024Q4: 1,178,912 shares; 2025Q1: 1,201,498 shares; 2025Q2: 1,193,639 shares; 2025Q3: 1,718,205 shares; 2025Q4: 1,779,832 shares; 2026Q1: 2,005,807 shares 2,005,807 $418M 2.13% +225,975 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: 769,594 shares; 2024Q4: 784,164 shares; 2025Q1: 788,991 shares; 2025Q2: 788,582 shares; 2025Q3: 821,041 shares; 2025Q4: 902,824 shares; 2026Q1: 1,067,474 shares 1,067,474 $395M 2.02% +164,650 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: 155,941 shares; 2024Q4: 165,033 shares; 2025Q1: 237,595 shares; 2025Q2: 250,166 shares; 2025Q3: 621,450 shares; 2025Q4: 651,123 shares; 2026Q1: 672,555 shares 672,555 $385M 1.96% +21,432 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: 1,001,908 shares; 2024Q4: 1,073,367 shares; 2025Q1: 1,144,249 shares; 2025Q2: 1,237,908 shares; 2025Q3: 3,668,854 shares; 2025Q4: 3,981,548 shares; 2026Q1: 3,751,130 shares 3,751,130 $372M 1.9% -230,418 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,590 shares; 2024Q4: 295,590 shares; 2025Q1: 323,609 shares; 2025Q2: 453,545 shares; 2025Q3: 1,939,835 shares; 2025Q4: 3,285,434 shares; 2026Q1: 4,509,997 shares 4,509,997 $315M 1.6% +1,224,563 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: 616,824 shares; 2024Q4: 636,912 shares; 2025Q1: 666,789 shares; 2025Q2: 685,921 shares; 2025Q3: 930,339 shares; 2025Q4: 930,086 shares; 2026Q1: 996,961 shares 996,961 $293M 1.5% +66,875 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: 150,130 shares; 2024Q4: 152,981 shares; 2025Q1: 153,521 shares; 2025Q2: 179,509 shares; 2025Q3: 623,594 shares; 2025Q4: 590,889 shares; 2026Q1: 625,273 shares 625,273 $269M 1.37% +34,384 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: 416,352 shares; 2024Q4: 459,751 shares; 2025Q1: 423,381 shares; 2025Q2: 435,708 shares; 2025Q3: 468,586 shares; 2025Q4: 489,170 shares; 2026Q1: 447,787 shares 447,787 $268M 1.36% -41,383 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688,137 shares; 2024Q4: 718,351 shares; 2025Q1: 755,503 shares; 2025Q2: 825,972 shares; 2025Q3: 2,839,634 shares; 2025Q4: 2,835,231 shares; 2026Q1: 2,895,269 shares 2,895,269 $262M 1.34% +60,038 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: 574,435 shares; 2024Q4: 608,038 shares; 2025Q1: 617,613 shares; 2025Q2: 620,867 shares; 2025Q3: 539,876 shares; 2025Q4: 558,637 shares; 2026Q1: 729,521 shares 729,521 $226M 1.15% +170,884 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: 219,751 shares; 2024Q4: 235,297 shares; 2025Q1: 241,089 shares; 2025Q2: 292,193 shares; 2025Q3: 313,636 shares; 2025Q4: 352,182 shares; 2026Q1: 330,317 shares 330,317 $215M 1.1% -21,865 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534,992 shares; 2024Q4: 1,595,993 shares; 2025Q1: 1,647,131 shares; 2025Q2: 1,207,705 shares; 2025Q3: 2,904,799 shares; 2025Q4: 3,079,521 shares; 2026Q1: 3,052,163 shares 3,052,163 $206M 1.05% -27,358 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: 586,185 shares; 2024Q4: 610,310 shares; 2025Q1: 646,754 shares; 2025Q2: 704,794 shares; 2025Q3: 1,532,026 shares; 2025Q4: 1,587,359 shares; 2026Q1: 1,603,265 shares 1,603,265 $199M 1.02% +15,906 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: 277,585 shares; 2024Q4: 279,334 shares; 2025Q1: 278,927 shares; 2025Q2: 284,430 shares; 2025Q3: 307,601 shares; 2025Q4: 319,166 shares; 2026Q1: 341,391 shares 341,391 $197M 1% +22,225 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: 404,540 shares; 2024Q4: 408,972 shares; 2025Q1: 401,263 shares; 2025Q2: 417,092 shares; 2025Q3: 525,549 shares; 2025Q4: 535,855 shares; 2026Q1: 598,021 shares 598,021 $172M 0.87% +62,166 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: 280,867 shares; 2024Q4: 271,272 shares; 2025Q1: 270,266 shares; 2025Q2: 279,219 shares; 2025Q3: 447,452 shares; 2025Q4: 457,492 shares; 2026Q1: 533,180 shares 533,180 $161M 0.82% +75,688 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: 83,557 shares; 2024Q4: 66,129 shares; 2025Q1: 65,110 shares; 2025Q2: 67,934 shares; 2025Q3: 132,629 shares; 2025Q4: 139,252 shares; 2026Q1: 161,140 shares 161,140 $161M 0.82% +21,888 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: 555,121 shares; 2024Q4: 499,278 shares; 2025Q1: 529,449 shares; 2025Q2: 763,497 shares; 2025Q3: 1,562,762 shares; 2025Q4: 1,340,737 shares; 2026Q1: 1,362,101 shares 1,362,101 $154M 0.79% +21,364 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: 357,901 shares; 2024Q4: 330,543 shares; 2025Q1: 361,775 shares; 2025Q2: 364,515 shares; 2025Q3: 539,477 shares; 2025Q4: 543,598 shares; 2026Q1: 629,201 shares 629,201 $154M 0.78% +85,603 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: 210,521 shares; 2024Q4: 218,169 shares; 2025Q1: 232,464 shares; 2025Q2: 235,596 shares; 2025Q3: 345,275 shares; 2025Q4: 314,465 shares; 2026Q1: 324,255 shares 324,255 $138M 0.71% +9,790 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: 995,892 shares; 2024Q4: 1,022,323 shares; 2025Q1: 952,965 shares; 2025Q2: 977,594 shares; 2025Q3: 931,224 shares; 2025Q4: 950,921 shares; 2026Q1: 1,108,365 shares 1,108,365 $138M 0.7% +157,444 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: 184,389 shares; 2024Q4: 185,137 shares; 2025Q1: 180,008 shares; 2025Q2: 181,069 shares; 2025Q3: 240,265 shares; 2025Q4: 271,852 shares; 2026Q1: 284,657 shares 284,657 $136M 0.7% +12,805 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: 272,116 shares; 2024Q4: 246,151 shares; 2025Q1: 247,319 shares; 2025Q2: 248,624 shares; 2025Q3: 473,187 shares; 2025Q4: 494,482 shares; 2026Q1: 517,057 shares 517,057 $107M 0.55% +22,575 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: 374,777 shares; 2024Q4: 394,411 shares; 2025Q1: 405,443 shares; 2025Q2: 426,536 shares; 2025Q3: 452,793 shares; 2025Q4: 471,538 shares; 2026Q1: 492,749 shares 492,749 $106M 0.54% +21,211 Timeline PJAN 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: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 121,105 shares; 2025Q2: 122,013 shares; 2025Q3: 121,527 shares; 2025Q4: 1,623,085 shares; 2026Q1: 2,268,319 shares 2,268,319 $105M 0.53% +645,234 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: 20,482 shares; 2024Q4: 22,716 shares; 2025Q1: 26,599 shares; 2025Q2: 32,863 shares; 2025Q3: 229,363 shares; 2025Q4: 243,233 shares; 2026Q1: 316,245 shares 316,245 $104M 0.53% +73,012 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: 210,553 shares; 2024Q4: 211,809 shares; 2025Q1: 219,896 shares; 2025Q2: 222,838 shares; 2025Q3: 226,513 shares; 2025Q4: 227,342 shares; 2026Q1: 234,307 shares 234,307 $102M 0.52% +6,965 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047,159 shares; 2024Q4: 1,064,985 shares; 2025Q1: 1,096,998 shares; 2025Q2: 1,045,384 shares; 2025Q3: 1,096,735 shares; 2025Q4: 1,084,638 shares; 2026Q1: 1,149,149 shares 1,149,149 $101M 0.51% +64,511 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: 679,451 shares; 2024Q4: 667,445 shares; 2025Q1: 669,052 shares; 2025Q2: 680,002 shares; 2025Q3: 541,744 shares; 2025Q4: 539,575 shares; 2026Q1: 575,463 shares 575,463 $97.6M 0.5% +35,888 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: 6,564 shares; 2024Q4: 13,393 shares; 2025Q1: 19,260 shares; 2025Q2: 55,770 shares; 2025Q3: 842,752 shares; 2025Q4: 784,414 shares; 2026Q1: 811,567 shares 811,567 $96.2M 0.49% +27,153 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: 248,928 shares; 2024Q4: 270,178 shares; 2025Q1: 272,085 shares; 2025Q2: 342,136 shares; 2025Q3: 355,198 shares; 2025Q4: 405,076 shares; 2026Q1: 436,916 shares 436,916 $95M 0.48% +31,840 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: 217,636 shares; 2024Q4: 244,982 shares; 2025Q1: 213,882 shares; 2025Q2: 204,312 shares; 2025Q3: 545,187 shares; 2025Q4: 1,132,716 shares; 2026Q1: 1,522,713 shares 1,522,713 $93.3M 0.48% +389,997 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: 44,998 shares; 2024Q4: 40,913 shares; 2025Q1: 151,467 shares; 2025Q2: 146,286 shares; 2025Q3: 1,775,187 shares; 2025Q4: 1,472,724 shares; 2026Q1: 1,073,029 shares 1,073,029 $88.6M 0.45% -399,695 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: 114,663 shares; 2024Q4: 119,102 shares; 2025Q1: 120,787 shares; 2025Q2: 123,258 shares; 2025Q3: 230,885 shares; 2025Q4: 242,317 shares; 2026Q1: 283,542 shares 283,542 $88.1M 0.45% +41,225 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: 63,631 shares; 2024Q4: 72,222 shares; 2025Q1: 74,811 shares; 2025Q2: 77,896 shares; 2025Q3: 75,462 shares; 2025Q4: 78,879 shares; 2026Q1: 91,946 shares 91,946 $84.6M 0.43% +13,067 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: 201,456 shares; 2024Q4: 200,725 shares; 2025Q1: 247,415 shares; 2025Q2: 262,264 shares; 2025Q3: 263,947 shares; 2025Q4: 222,869 shares; 2026Q1: 256,040 shares 256,040 $84.2M 0.43% +33,171 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: 358,703 shares; 2024Q4: 370,453 shares; 2025Q1: 379,269 shares; 2025Q2: 340,451 shares; 2025Q3: 407,273 shares; 2025Q4: 416,342 shares; 2026Q1: 428,813 shares 428,813 $84.1M 0.43% +12,471 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879,029 shares; 2024Q4: 886,481 shares; 2025Q1: 956,684 shares; 2025Q2: 1,020,887 shares; 2025Q3: 1,066,736 shares; 2025Q4: 1,166,393 shares; 2026Q1: 1,228,488 shares 1,228,488 $83.1M 0.42% +62,095 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: 106,123 shares; 2024Q4: 124,858 shares; 2025Q1: 157,353 shares; 2025Q2: 368,939 shares; 2025Q3: 1,057,772 shares; 2025Q4: 1,088,488 shares; 2026Q1: 1,151,543 shares 1,151,543 $82.8M 0.42% +63,055 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: 175,575 shares; 2024Q4: 253,746 shares; 2025Q1: 247,042 shares; 2025Q2: 236,432 shares; 2025Q3: 235,138 shares; 2025Q4: 245,890 shares; 2026Q1: 428,972 shares 428,972 $82.3M 0.42% +183,082 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: 248,399 shares; 2024Q4: 251,890 shares; 2025Q1: 319,708 shares; 2025Q2: 288,893 shares; 2025Q3: 307,233 shares; 2025Q4: 309,939 shares; 2026Q1: 380,721 shares 380,721 $81.3M 0.41% +70,782 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: 96,016 shares; 2024Q4: 105,856 shares; 2025Q1: 100,287 shares; 2025Q2: 114,623 shares; 2025Q3: 187,570 shares; 2025Q4: 192,381 shares; 2026Q1: 216,798 shares 216,798 $80.6M 0.41% +24,417 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: 564,547 shares; 2024Q4: 542,997 shares; 2025Q1: 572,875 shares; 2025Q2: 473,178 shares; 2025Q3: 475,125 shares; 2025Q4: 480,281 shares; 2026Q1: 516,733 shares 516,733 $76.5M 0.39% +36,452 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: 733,154 shares; 2024Q4: 773,308 shares; 2025Q1: 840,498 shares; 2025Q2: 847,867 shares; 2025Q3: 1,339,817 shares; 2025Q4: 1,435,992 shares; 2026Q1: 1,469,917 shares 1,469,917 $73.8M 0.38% +33,925 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: 118,369 shares; 2024Q4: 215,635 shares; 2025Q1: 297,115 shares; 2025Q2: 330,983 shares; 2025Q3: 377,008 shares; 2025Q4: 417,402 shares; 2026Q1: 729,229 shares 729,229 $73.4M 0.37% +311,827 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,719 shares; 2024Q4: 44,905 shares; 2025Q1: 51,509 shares; 2025Q2: 69,543 shares; 2025Q3: 745,116 shares; 2025Q4: 802,225 shares; 2026Q1: 774,583 shares 774,583 $72.8M 0.37% -27,642 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,895 shares; 2024Q4: 172,190 shares; 2025Q1: 178,073 shares; 2025Q2: 194,046 shares; 2025Q3: 193,439 shares; 2025Q4: 194,223 shares; 2026Q1: 213,792 shares 213,792 $68.6M 0.35% +19,569 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: 74,600 shares; 2024Q4: 154,906 shares; 2025Q1: 155,508 shares; 2025Q2: 166,323 shares; 2025Q3: 446,036 shares; 2025Q4: 409,391 shares; 2026Q1: 425,478 shares 425,478 $68.2M 0.35% +16,087 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: 101,786 shares; 2024Q4: 100,620 shares; 2025Q1: 103,143 shares; 2025Q2: 101,065 shares; 2025Q3: 100,998 shares; 2025Q4: 103,773 shares; 2026Q1: 96,200 shares 96,200 $68.2M 0.35% -7,573 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: 14,324 shares; 2024Q4: 15,399 shares; 2025Q1: 15,236 shares; 2025Q2: 37,810 shares; 2025Q3: 63,020 shares; 2025Q4: 66,687 shares; 2026Q1: 77,056 shares 77,056 $67.3M 0.34% +10,369 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: 23,548 shares; 2024Q4: 30,946 shares; 2025Q1: 35,087 shares; 2025Q2: 40,970 shares; 2025Q3: 122,105 shares; 2025Q4: 120,029 shares; 2026Q1: 165,254 shares 165,254 $64.5M 0.33% +45,225 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: 844,540 shares; 2024Q4: 845,717 shares; 2025Q1: 803,354 shares; 2025Q2: 803,458 shares; 2025Q3: 824,701 shares; 2025Q4: 854,504 shares; 2026Q1: 938,479 shares 938,479 $60.1M 0.31% +83,975 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: 133,373 shares; 2024Q4: 142,552 shares; 2025Q1: 147,508 shares; 2025Q2: 153,294 shares; 2025Q3: 118,920 shares; 2025Q4: 117,302 shares; 2026Q1: 165,592 shares 165,592 $59.2M 0.3% +48,290 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: 756,869 shares; 2024Q4: 779,879 shares; 2025Q1: 868,379 shares; 2025Q2: 938,488 shares; 2025Q3: 984,069 shares; 2025Q4: 1,009,369 shares; 2026Q1: 1,038,077 shares 1,038,077 $58.8M 0.3% +28,708 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: 614,976 shares; 2024Q4: 632,233 shares; 2025Q1: 649,460 shares; 2025Q2: 700,707 shares; 2025Q3: 704,580 shares; 2025Q4: 666,308 shares; 2026Q1: 634,361 shares 634,361 $58.8M 0.3% -31,947 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: 117,359 shares; 2024Q4: 123,914 shares; 2025Q1: 134,518 shares; 2025Q2: 140,428 shares; 2025Q3: 539,743 shares; 2025Q4: 620,337 shares; 2026Q1: 637,628 shares 637,628 $56.6M 0.29% +17,291 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,666 shares; 2024Q4: 129,348 shares; 2025Q1: 124,266 shares; 2025Q2: 154,827 shares; 2025Q3: 956,296 shares; 2025Q4: 1,105,485 shares; 2026Q1: 1,109,611 shares 1,109,611 $56.5M 0.29% +4,126 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,025 shares; 2024Q4: 17,302 shares; 2025Q1: 18,391 shares; 2025Q2: 22,611 shares; 2025Q3: 187,080 shares; 2025Q4: 201,882 shares; 2026Q1: 207,505 shares 207,505 $56.5M 0.29% +5,623 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: 306,735 shares; 2024Q4: 365,300 shares; 2025Q1: 456,953 shares; 2025Q2: 520,439 shares; 2025Q3: 706,174 shares; 2025Q4: 732,603 shares; 2026Q1: 639,925 shares 639,925 $56.4M 0.29% -92,678 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: 301,912 shares; 2024Q4: 309,532 shares; 2025Q1: 296,762 shares; 2025Q2: 325,622 shares; 2025Q3: 319,014 shares; 2025Q4: 288,830 shares; 2026Q1: 289,121 shares 289,121 $55.5M 0.28% +291 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: 144,520 shares; 2024Q4: 150,490 shares; 2025Q1: 158,049 shares; 2025Q2: 170,804 shares; 2025Q3: 181,159 shares; 2025Q4: 175,079 shares; 2026Q1: 191,884 shares 191,884 $55.1M 0.28% +16,805 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: 450,815 shares; 2024Q4: 458,218 shares; 2025Q1: 480,495 shares; 2025Q2: 482,136 shares; 2025Q3: 485,977 shares; 2025Q4: 528,873 shares; 2026Q1: 554,250 shares 554,250 $53.9M 0.27% +25,377 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: 313,875 shares; 2024Q4: 342,213 shares; 2025Q1: 390,663 shares; 2025Q2: 438,932 shares; 2025Q3: 1,499,378 shares; 2025Q4: 1,645,716 shares; 2026Q1: 1,675,635 shares 1,675,635 $50.8M 0.26% +29,919 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: 33,510 shares; 2024Q4: 33,820 shares; 2025Q1: 35,100 shares; 2025Q2: 47,615 shares; 2025Q3: 51,099 shares; 2025Q4: 577,314 shares; 2026Q1: 527,862 shares 527,862 $50.8M 0.26% -49,452 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: 4,122 shares; 2024Q4: 10,351 shares; 2025Q1: 15,111 shares; 2025Q2: 28,575 shares; 2025Q3: 381,290 shares; 2025Q4: 404,651 shares; 2026Q1: 424,713 shares 424,713 $49.3M 0.25% +20,062 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: 666,186 shares; 2024Q4: 2,131,110 shares; 2025Q1: 2,075,375 shares; 2025Q2: 2,047,805 shares; 2025Q3: 2,035,681 shares; 2025Q4: 1,561,148 shares; 2026Q1: 1,601,572 shares 1,601,572 $49.1M 0.25% +40,424 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: 624,597 shares; 2024Q4: 649,553 shares; 2025Q1: 660,103 shares; 2025Q2: 665,437 shares; 2025Q3: 657,914 shares; 2025Q4: 667,857 shares; 2026Q1: 695,460 shares 695,460 $48.8M 0.25% +27,603 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: 450,869 shares; 2024Q4: 467,932 shares; 2025Q1: 486,284 shares; 2025Q2: 502,515 shares; 2025Q3: 567,090 shares; 2025Q4: 576,089 shares; 2026Q1: 628,369 shares 628,369 $48.8M 0.25% +52,280 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: 200,224 shares; 2024Q4: 177,731 shares; 2025Q1: 179,175 shares; 2025Q2: 185,763 shares; 2025Q3: 148,551 shares; 2025Q4: 150,347 shares; 2026Q1: 198,565 shares 198,565 $48.5M 0.25% +48,218 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: 727,254 shares; 2024Q4: 607,608 shares; 2025Q1: 653,611 shares; 2025Q2: 931,709 shares; 2025Q3: 789,945 shares; 2025Q4: 830,825 shares; 2026Q1: 961,440 shares 961,440 $48.4M 0.25% +130,615 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817,616 shares; 2026Q1: 1,937,933 shares 1,937,933 $47.8M 0.24% +120,317 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,454 shares; 2024Q4: 92,132 shares; 2025Q1: 101,840 shares; 2025Q2: 107,292 shares; 2025Q3: 119,376 shares; 2025Q4: 125,795 shares; 2026Q1: 146,395 shares 146,395 $46.6M 0.24% +20,600 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: 147,023 shares; 2024Q4: 163,906 shares; 2025Q1: 171,261 shares; 2025Q2: 158,214 shares; 2025Q3: 218,896 shares; 2025Q4: 361,790 shares; 2026Q1: 347,291 shares 347,291 $46.2M 0.24% -14,499 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 49,137 shares; 2025Q1: 41,782 shares; 2025Q2: 48,567 shares; 2025Q3: 371,983 shares; 2025Q4: 343,098 shares; 2026Q1: 366,283 shares 366,283 $46M 0.23% +23,185 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,406 shares; 2024Q4: 238,481 shares; 2025Q1: 253,146 shares; 2025Q2: 344,360 shares; 2025Q3: 508,516 shares; 2025Q4: 729,993 shares; 2026Q1: 785,796 shares 785,796 $45.7M 0.23% +55,803 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: 353,364 shares; 2024Q4: 343,761 shares; 2025Q1: 371,223 shares; 2025Q2: 370,259 shares; 2025Q3: 344,892 shares; 2025Q4: 358,093 shares; 2026Q1: 476,271 shares 476,271 $44.2M 0.23% +118,178 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: 281,775 shares; 2024Q4: 291,204 shares; 2025Q1: 294,962 shares; 2025Q2: 294,402 shares; 2025Q3: 267,234 shares; 2025Q4: 281,131 shares; 2026Q1: 298,971 shares 298,971 $43.2M 0.22% +17,840 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: 368,686 shares; 2024Q4: 368,373 shares; 2025Q1: 356,687 shares; 2025Q2: 355,944 shares; 2025Q3: 353,930 shares; 2025Q4: 347,021 shares; 2026Q1: 344,254 shares 344,254 $43.1M 0.22% -2,767 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: 123,214 shares; 2024Q4: 129,290 shares; 2025Q1: 136,729 shares; 2025Q2: 146,712 shares; 2025Q3: 116,057 shares; 2025Q4: 104,869 shares; 2026Q1: 129,303 shares 129,303 $42.1M 0.21% +24,434 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,193 shares; 2024Q4: 271,389 shares; 2025Q1: 279,716 shares; 2025Q2: 287,213 shares; 2025Q3: 292,238 shares; 2025Q4: 296,114 shares; 2026Q1: 310,300 shares 310,300 $42.1M 0.21% +14,186 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: 73,533 shares; 2024Q4: 84,911 shares; 2025Q1: 101,883 shares; 2025Q2: 121,045 shares; 2025Q3: 139,471 shares; 2025Q4: 131,063 shares; 2026Q1: 123,139 shares 123,139 $42.1M 0.21% -7,924 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,405 shares; 2024Q4: 376,187 shares; 2025Q1: 410,519 shares; 2025Q2: 630,300 shares; 2025Q3: 671,833 shares; 2025Q4: 683,830 shares; 2026Q1: 768,556 shares 768,556 $41.5M 0.21% +84,726 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: 33,868 shares; 2024Q4: 33,458 shares; 2025Q1: 36,097 shares; 2025Q2: 37,254 shares; 2025Q3: 40,781 shares; 2025Q4: 45,651 shares; 2026Q1: 48,326 shares 48,326 $40.9M 0.21% +2,675 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 199 shares; 2025Q2: 32,389 shares; 2025Q3: 1,077,219 shares; 2025Q4: 1,297,393 shares; 2026Q1: 1,361,254 shares 1,361,254 $40.8M 0.21% +63,861 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: 152,577 shares; 2024Q4: 167,502 shares; 2025Q1: 178,482 shares; 2025Q2: 215,893 shares; 2025Q3: 215,880 shares; 2025Q4: 234,288 shares; 2026Q1: 254,777 shares 254,777 $40.7M 0.21% +20,489 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: 95,240 shares; 2024Q4: 93,658 shares; 2025Q1: 102,954 shares; 2025Q2: 110,262 shares; 2025Q3: 320,019 shares; 2025Q4: 390,875 shares; 2026Q1: 418,085 shares 418,085 $40.3M 0.21% +27,210 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: 169,569 shares; 2024Q4: 181,418 shares; 2025Q1: 189,894 shares; 2025Q2: 169,215 shares; 2025Q3: 173,520 shares; 2025Q4: 190,806 shares; 2026Q1: 208,779 shares 208,779 $40.3M 0.21% +17,973 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: 224,481 shares; 2024Q4: 210,863 shares; 2025Q1: 173,380 shares; 2025Q2: 126,669 shares; 2025Q3: 158,222 shares; 2025Q4: 155,647 shares; 2026Q1: 196,129 shares 196,129 $39.9M 0.2% +40,482 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: 267,283 shares; 2024Q4: 287,697 shares; 2025Q1: 272,653 shares; 2025Q2: 348,467 shares; 2025Q3: 391,885 shares; 2025Q4: 518,021 shares; 2026Q1: 429,662 shares 429,662 $39.4M 0.2% -88,359 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 13,335 shares; 2025Q1: 4,572 shares; 2025Q2: 63,735 shares; 2025Q3: 485,657 shares; 2025Q4: 538,120 shares; 2026Q1: 555,676 shares 555,676 $38.9M 0.2% +17,556 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: 516,097 shares; 2024Q4: 500,246 shares; 2025Q1: 526,911 shares; 2025Q2: 541,777 shares; 2025Q3: 556,666 shares; 2025Q4: 535,903 shares; 2026Q1: 569,198 shares 569,198 $38.9M 0.2% +33,295 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978,158 shares; 2024Q4: 1,003,226 shares; 2025Q1: 925,168 shares; 2025Q2: 697,597 shares; 2025Q3: 705,699 shares; 2025Q4: 605,659 shares; 2026Q1: 614,789 shares 614,789 $38.5M 0.2% +9,130 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 9,545 shares; 2025Q1: 14,172 shares; 2025Q2: 26,306 shares; 2025Q3: 317,026 shares; 2025Q4: 418,874 shares; 2026Q1: 324,033 shares 324,033 $38.1M 0.19% -94,841 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: 53,074 shares; 2024Q4: 51,815 shares; 2025Q1: 51,618 shares; 2025Q2: 53,006 shares; 2025Q3: 60,158 shares; 2025Q4: 55,993 shares; 2026Q1: 54,392 shares 54,392 $38M 0.19% -1,601 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: 73,657 shares; 2024Q4: 79,708 shares; 2025Q1: 86,914 shares; 2025Q2: 92,750 shares; 2025Q3: 70,353 shares; 2025Q4: 66,098 shares; 2026Q1: 87,171 shares 87,171 $37.8M 0.19% +21,073 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,566 shares; 2024Q4: 33,621 shares; 2025Q1: 32,852 shares; 2025Q2: 44,326 shares; 2025Q3: 44,485 shares; 2025Q4: 46,080 shares; 2026Q1: 432,583 shares 432,583 $37.5M 0.19% +386,503 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: 70,668 shares; 2024Q4: 71,862 shares; 2025Q1: 72,468 shares; 2025Q2: 73,718 shares; 2025Q3: 78,836 shares; 2025Q4: 80,407 shares; 2026Q1: 74,416 shares 74,416 $37.2M 0.19% -5,991 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,908 shares; 2024Q4: 57,374 shares; 2025Q1: 60,609 shares; 2025Q2: 70,704 shares; 2025Q3: 69,523 shares; 2025Q4: 68,048 shares; 2026Q1: 88,859 shares 88,859 $37M 0.19% +20,811 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: 505,396 shares; 2024Q4: 484,036 shares; 2025Q1: 491,517 shares; 2025Q2: 317,405 shares; 2025Q3: 259,486 shares; 2025Q4: 299,942 shares; 2026Q1: 305,398 shares 305,398 $36.7M 0.19% +5,456 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: 454,497 shares; 2024Q4: 492,684 shares; 2025Q1: 587,634 shares; 2025Q2: 537,143 shares; 2025Q3: 588,707 shares; 2025Q4: 612,639 shares; 2026Q1: 649,835 shares 649,835 $36.1M 0.18% +37,196 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: 58,650 shares; 2024Q4: 58,098 shares; 2025Q1: 77,987 shares; 2025Q2: 85,337 shares; 2025Q3: 83,426 shares; 2025Q4: 88,438 shares; 2026Q1: 106,356 shares 106,356 $35.9M 0.18% +17,918 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: 121,547 shares; 2024Q4: 125,570 shares; 2025Q1: 130,522 shares; 2025Q2: 132,350 shares; 2025Q3: 145,781 shares; 2025Q4: 153,790 shares; 2026Q1: 191,446 shares 191,446 $35.7M 0.18% +37,656 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: 224,085 shares; 2024Q4: 220,406 shares; 2025Q1: 227,463 shares; 2025Q2: 258,191 shares; 2025Q3: 239,471 shares; 2025Q4: 252,911 shares; 2026Q1: 241,434 shares 241,434 $35.5M 0.18% -11,477 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: 449,150 shares; 2024Q4: 523,325 shares; 2025Q1: 543,780 shares; 2025Q2: 572,342 shares; 2025Q3: 590,564 shares; 2025Q4: 594,579 shares; 2026Q1: 641,165 shares 641,165 $34.7M 0.18% +46,586 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: 51,108 shares; 2024Q4: 48,807 shares; 2025Q1: 44,420 shares; 2025Q2: 49,092 shares; 2025Q3: 56,682 shares; 2025Q4: 57,611 shares; 2026Q1: 56,955 shares 56,955 $34.4M 0.18% -656 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,441 shares; 2024Q4: 141,783 shares; 2025Q1: 122,993 shares; 2025Q2: 134,196 shares; 2025Q3: 136,005 shares; 2025Q4: 140,055 shares; 2026Q1: 142,718 shares 142,718 $33.9M 0.17% +2,663 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: 412,688 shares; 2024Q4: 431,565 shares; 2025Q1: 416,002 shares; 2025Q2: 414,078 shares; 2025Q3: 419,113 shares; 2025Q4: 434,703 shares; 2026Q1: 436,821 shares 436,821 $33.2M 0.17% +2,118 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: 969,931 shares; 2024Q4: 1,163,337 shares; 2025Q1: 1,175,896 shares; 2025Q2: 1,176,138 shares; 2025Q3: 1,231,242 shares; 2025Q4: 1,115,291 shares; 2026Q1: 1,142,035 shares 1,142,035 $33.1M 0.17% +26,744 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: 129,211 shares; 2024Q4: 71,367 shares; 2025Q1: 73,156 shares; 2025Q2: 76,940 shares; 2025Q3: 90,505 shares; 2025Q4: 92,478 shares; 2026Q1: 108,780 shares 108,780 $32.9M 0.17% +16,302 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: 101,277 shares; 2024Q4: 126,734 shares; 2025Q1: 145,171 shares; 2025Q2: 147,225 shares; 2025Q3: 155,248 shares; 2025Q4: 150,779 shares; 2026Q1: 132,242 shares 132,242 $32.1M 0.16% -18,537 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,962 shares; 2024Q4: 163,372 shares; 2025Q1: 167,874 shares; 2025Q2: 200,793 shares; 2025Q3: 216,449 shares; 2025Q4: 220,100 shares; 2026Q1: 216,208 shares 216,208 $31.6M 0.16% -3,892 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,929 shares; 2024Q4: 547,529 shares; 2025Q1: 702,724 shares; 2025Q2: 721,130 shares; 2025Q3: 754,736 shares; 2025Q4: 770,061 shares; 2026Q1: 812,954 shares 812,954 $31.5M 0.16% +42,893 Timeline DDWM 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: 397,106 shares; 2024Q4: 410,117 shares; 2025Q1: 466,521 shares; 2025Q2: 486,524 shares; 2025Q3: 517,457 shares; 2025Q4: 641,506 shares; 2026Q1: 700,739 shares 700,739 $30.9M 0.16% +59,233 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,333 shares; 2024Q4: 270,033 shares; 2025Q1: 321,868 shares; 2025Q2: 331,044 shares; 2025Q3: 304,031 shares; 2025Q4: 299,689 shares; 2026Q1: 306,286 shares 306,286 $30.8M 0.16% +6,597 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: 236,145 shares; 2024Q4: 204,810 shares; 2025Q1: 189,293 shares; 2025Q2: 393,876 shares; 2025Q3: 454,101 shares; 2025Q4: 483,385 shares; 2026Q1: 513,699 shares 513,699 $30.7M 0.16% +30,314 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,459 shares; 2024Q4: 99,757 shares; 2025Q1: 110,905 shares; 2025Q2: 122,174 shares; 2025Q3: 151,286 shares; 2025Q4: 150,279 shares; 2026Q1: 96,188 shares 96,188 $30.6M 0.16% -54,091 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: 126,846 shares; 2024Q4: 132,571 shares; 2025Q1: 127,695 shares; 2025Q2: 127,013 shares; 2025Q3: 114,125 shares; 2025Q4: 98,376 shares; 2026Q1: 122,470 shares 122,470 $29.7M 0.15% +24,094 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: 73,281 shares; 2024Q4: 76,361 shares; 2025Q1: 8,862 shares; 2025Q2: 29,087 shares; 2025Q3: 63,654 shares; 2025Q4: 116,280 shares; 2026Q1: 116,922 shares 116,922 $29.3M 0.15% +642 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: 1,305 shares; 2024Q4: 1,212 shares; 2025Q1: 1,038 shares; 2025Q2: 6,965 shares; 2025Q3: 143,831 shares; 2025Q4: 148,256 shares; 2026Q1: 148,362 shares 148,362 $29.3M 0.15% +106 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: 101,208 shares; 2024Q4: 100,804 shares; 2025Q1: 105,011 shares; 2025Q2: 96,254 shares; 2025Q3: 98,210 shares; 2025Q4: 97,448 shares; 2026Q1: 102,753 shares 102,753 $29.2M 0.15% +5,305 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: 47,194 shares; 2024Q4: 70,920 shares; 2025Q1: 44,203 shares; 2025Q2: 52,599 shares; 2025Q3: 67,934 shares; 2025Q4: 54,945 shares; 2026Q1: 62,178 shares 62,178 $28.8M 0.15% +7,233 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,861 shares; 2024Q4: 207,333 shares; 2025Q1: 249,321 shares; 2025Q2: 280,494 shares; 2025Q3: 321,827 shares; 2025Q4: 308,037 shares; 2026Q1: 285,588 shares 285,588 $28.8M 0.15% -22,449 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: 137,157 shares; 2024Q4: 202,442 shares; 2025Q1: 410,694 shares; 2025Q2: 430,190 shares; 2025Q3: 313,373 shares; 2025Q4: 308,604 shares; 2026Q1: 193,429 shares 193,429 $28.3M 0.14% -115,175 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,436 shares; 2024Q4: 191,074 shares; 2025Q1: 383,241 shares; 2025Q2: 295,257 shares; 2025Q3: 300,117 shares; 2025Q4: 334,528 shares; 2026Q1: 559,497 shares 559,497 $27.9M 0.14% +224,969 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: 652,106 shares; 2024Q4: 662,721 shares; 2025Q1: 794,785 shares; 2025Q2: 890,916 shares; 2025Q3: 560,554 shares; 2025Q4: 586,056 shares; 2026Q1: 613,311 shares 613,311 $27.5M 0.14% +27,255 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: 110,393 shares; 2024Q4: 111,472 shares; 2025Q1: 113,221 shares; 2025Q2: 118,229 shares; 2025Q3: 125,099 shares; 2025Q4: 105,431 shares; 2026Q1: 131,770 shares 131,770 $27.3M 0.14% +26,339 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: 85,122 shares; 2024Q4: 75,159 shares; 2025Q1: 73,963 shares; 2025Q2: 75,498 shares; 2025Q3: 77,995 shares; 2025Q4: 81,605 shares; 2026Q1: 76,905 shares 76,905 $27.1M 0.14% -4,700 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,705 shares; 2024Q4: 43,658 shares; 2025Q1: 41,370 shares; 2025Q2: 51,653 shares; 2025Q3: 75,379 shares; 2025Q4: 85,981 shares; 2026Q1: 88,509 shares 88,509 $26.8M 0.14% +2,528 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: 81,493 shares; 2024Q4: 85,483 shares; 2025Q1: 91,878 shares; 2025Q2: 96,246 shares; 2025Q3: 80,607 shares; 2025Q4: 80,271 shares; 2026Q1: 91,949 shares 91,949 $26.7M 0.14% +11,678 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: 535,415 shares; 2024Q4: 505,641 shares; 2025Q1: 717,802 shares; 2025Q2: 708,487 shares; 2025Q3: 773,502 shares; 2025Q4: 765,057 shares; 2026Q1: 547,716 shares 547,716 $26.7M 0.14% -217,341 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: 191,990 shares; 2024Q4: 194,358 shares; 2025Q1: 196,414 shares; 2025Q2: 176,138 shares; 2025Q3: 222,472 shares; 2025Q4: 232,414 shares; 2026Q1: 248,787 shares 248,787 $26.4M 0.13% +16,373 Timeline LIT 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: 9,176 shares; 2024Q4: 8,215 shares; 2025Q1: 6,545 shares; 2025Q2: 14,957 shares; 2025Q3: 423,502 shares; 2025Q4: 337,360 shares; 2026Q1: 353,053 shares 353,053 $26.2M 0.13% +15,693 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: not reported; 2024Q4: not reported; 2025Q1: 889,276 shares; 2025Q2: 882,675 shares; 2025Q3: 954,460 shares; 2025Q4: 979,309 shares; 2026Q1: 1,208,843 shares 1,208,843 $26.2M 0.13% +229,534 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: 87,067 shares; 2024Q4: 116,348 shares; 2025Q1: 169,557 shares; 2025Q2: 168,806 shares; 2025Q3: 183,185 shares; 2025Q4: 193,987 shares; 2026Q1: 199,431 shares 199,431 $26.1M 0.13% +5,444 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 48,459 shares; 2025Q1: 56,373 shares; 2025Q2: 189,436 shares; 2025Q3: 459,358 shares; 2025Q4: 478,285 shares; 2026Q1: 507,886 shares 507,886 $26M 0.13% +29,601 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: 119,832 shares; 2024Q4: 121,738 shares; 2025Q1: 117,616 shares; 2025Q2: 108,342 shares; 2025Q3: 111,462 shares; 2025Q4: 104,147 shares; 2026Q1: 95,962 shares 95,962 $26M 0.13% -8,185 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: 141,189 shares; 2024Q4: 156,243 shares; 2025Q1: 168,659 shares; 2025Q2: 175,754 shares; 2025Q3: 137,126 shares; 2025Q4: 139,450 shares; 2026Q1: 197,699 shares 197,699 $25.9M 0.13% +58,249 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: 125,168 shares; 2024Q4: 105,904 shares; 2025Q1: 107,476 shares; 2025Q2: 108,175 shares; 2025Q3: 105,874 shares; 2025Q4: 109,084 shares; 2026Q1: 139,646 shares 139,646 $25.4M 0.13% +30,562 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,054 shares; 2024Q4: 67,382 shares; 2025Q1: 73,643 shares; 2025Q2: 76,833 shares; 2025Q3: 57,292 shares; 2025Q4: 59,168 shares; 2026Q1: 85,704 shares 85,704 $25.3M 0.13% +26,536 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: 145,010 shares; 2024Q4: 142,196 shares; 2025Q1: 145,200 shares; 2025Q2: 147,235 shares; 2025Q3: 151,537 shares; 2025Q4: 156,522 shares; 2026Q1: 159,989 shares 159,989 $24.8M 0.13% +3,467 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: 67,121 shares; 2024Q4: 72,380 shares; 2025Q1: 77,336 shares; 2025Q2: 99,402 shares; 2025Q3: 104,173 shares; 2025Q4: 98,749 shares; 2026Q1: 94,388 shares 94,388 $24.7M 0.13% -4,361 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: 104,237 shares; 2024Q4: 108,956 shares; 2025Q1: 115,173 shares; 2025Q2: 122,310 shares; 2025Q3: 132,379 shares; 2025Q4: 137,491 shares; 2026Q1: 148,924 shares 148,924 $24.6M 0.13% +11,433 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: 133,116 shares; 2024Q4: 144,900 shares; 2025Q1: 142,227 shares; 2025Q2: 142,539 shares; 2025Q3: 166,180 shares; 2025Q4: 186,173 shares; 2026Q1: 238,180 shares 238,180 $24.5M 0.12% +52,007 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,412 shares; 2024Q4: 173,060 shares; 2025Q1: 164,491 shares; 2025Q2: 160,241 shares; 2025Q3: 173,791 shares; 2025Q4: 175,314 shares; 2026Q1: 190,796 shares 190,796 $24.4M 0.12% +15,482 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: 143,978 shares; 2024Q4: 153,108 shares; 2025Q1: 160,807 shares; 2025Q2: 176,961 shares; 2025Q3: 184,444 shares; 2025Q4: 191,205 shares; 2026Q1: 257,219 shares 257,219 $24.2M 0.12% +66,014 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: 417,384 shares; 2024Q4: 443,531 shares; 2025Q1: 466,050 shares; 2025Q2: 265,196 shares; 2025Q3: 271,247 shares; 2025Q4: 277,226 shares; 2026Q1: 291,406 shares 291,406 $24.1M 0.12% +14,180 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: 41,184 shares; 2024Q4: 89,477 shares; 2025Q1: 221,810 shares; 2025Q2: 274,544 shares; 2025Q3: 308,090 shares; 2025Q4: 362,520 shares; 2026Q1: 518,073 shares 518,073 $24M 0.12% +155,553 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: 26,911 shares; 2024Q4: 7,633 shares; 2025Q1: 7,526 shares; 2025Q2: 9,129 shares; 2025Q3: 12,200 shares; 2025Q4: 1,070,300 shares; 2026Q1: 1,000,577 shares 1,000,577 $23.3M 0.12% -69,723 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 11,733 shares; 2025Q1: 13,863 shares; 2025Q2: 53,410 shares; 2025Q3: 55,457 shares; 2025Q4: 55,992 shares; 2026Q1: 82,555 shares 82,555 $23.1M 0.12% +26,563 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 367,697 shares; 2025Q4: 366,417 shares; 2026Q1: 271,989 shares 271,989 $23M 0.12% -94,428 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: 25,342 shares; 2024Q4: 25,546 shares; 2025Q1: 24,671 shares; 2025Q2: 238,225 shares; 2025Q3: 252,604 shares; 2025Q4: 271,437 shares; 2026Q1: 285,464 shares 285,464 $22.4M 0.11% +14,027 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: 212,919 shares; 2024Q4: 223,702 shares; 2025Q1: 187,996 shares; 2025Q2: 188,315 shares; 2025Q3: 218,740 shares; 2025Q4: 224,761 shares; 2026Q1: 229,843 shares 229,843 $22.3M 0.11% +5,082 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: 32,269 shares; 2024Q4: 32,006 shares; 2025Q1: 37,877 shares; 2025Q2: 49,716 shares; 2025Q3: 52,983 shares; 2025Q4: 54,262 shares; 2026Q1: 57,672 shares 57,672 $22.1M 0.11% +3,410 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: 45,650 shares; 2024Q4: 49,655 shares; 2025Q1: 60,701 shares; 2025Q2: 90,993 shares; 2025Q3: 125,751 shares; 2025Q4: 127,406 shares; 2026Q1: 168,231 shares 168,231 $22.1M 0.11% +40,825 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,699 shares; 2025Q1: 2,799 shares; 2025Q2: 3,349 shares; 2025Q3: 15,686 shares; 2025Q4: 16,006 shares; 2026Q1: 516,366 shares 516,366 $21.9M 0.11% +500,360 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: 125,663 shares; 2024Q4: 141,087 shares; 2025Q1: 155,915 shares; 2025Q2: 161,192 shares; 2025Q3: 181,504 shares; 2025Q4: 256,910 shares; 2026Q1: 275,079 shares 275,079 $21.9M 0.11% +18,169 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 365,834 shares; 2025Q3: 625,835 shares; 2025Q4: 711,492 shares; 2026Q1: 736,618 shares 736,618 $21.8M 0.11% +25,126 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: 8,980 shares; 2024Q4: 19,547 shares; 2025Q1: 20,180 shares; 2025Q2: 41,350 shares; 2025Q3: 91,195 shares; 2025Q4: 152,266 shares; 2026Q1: 194,266 shares 194,266 $21.8M 0.11% +42,000 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: 16,110 shares; 2024Q4: 18,308 shares; 2025Q1: 51,583 shares; 2025Q2: 52,900 shares; 2025Q3: 68,550 shares; 2025Q4: 67,255 shares; 2026Q1: 64,498 shares 64,498 $21.8M 0.11% -2,757 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: 54,520 shares; 2024Q4: 53,607 shares; 2025Q1: 121,833 shares; 2025Q2: 128,693 shares; 2025Q3: 125,614 shares; 2025Q4: 146,240 shares; 2026Q1: 169,609 shares 169,609 $21.4M 0.11% +23,369 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,422 shares; 2024Q4: 54,131 shares; 2025Q1: 68,932 shares; 2025Q2: 95,300 shares; 2025Q3: 114,992 shares; 2025Q4: 146,445 shares; 2026Q1: 101,291 shares 101,291 $21.4M 0.11% -45,154 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,507 shares; 2024Q4: 75,969 shares; 2025Q1: 74,732 shares; 2025Q2: 74,464 shares; 2025Q3: 60,205 shares; 2025Q4: 63,373 shares; 2026Q1: 146,346 shares 146,346 $21.4M 0.11% +82,973 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: 18,009 shares; 2025Q1: 18,186 shares; 2025Q2: 18,514 shares; 2025Q3: 19,646 shares; 2025Q4: 20,538 shares; 2026Q1: 22,180 shares 22,180 $21.3M 0.11% +1,642 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: 207,316 shares; 2024Q4: 228,560 shares; 2025Q1: 251,680 shares; 2025Q2: 267,945 shares; 2025Q3: 240,363 shares; 2025Q4: 253,159 shares; 2026Q1: 244,319 shares 244,319 $21.2M 0.11% -8,840 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: 247,276 shares; 2024Q4: 273,330 shares; 2025Q1: 257,232 shares; 2025Q2: 254,648 shares; 2025Q3: 265,381 shares; 2025Q4: 274,671 shares; 2026Q1: 285,353 shares 285,353 $21M 0.11% +10,682 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: 354,447 shares; 2024Q4: 255,985 shares; 2025Q1: 200,485 shares; 2025Q2: 146,700 shares; 2025Q3: 156,166 shares; 2025Q4: 357,292 shares; 2026Q1: 457,091 shares 457,091 $21M 0.11% +99,799 Timeline SPTS 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: 971 shares; 2024Q4: 18,031 shares; 2025Q1: 23,263 shares; 2025Q2: 585,514 shares; 2025Q3: 653,953 shares; 2025Q4: 698,442 shares; 2026Q1: 713,797 shares 713,797 $20.8M 0.11% +15,355 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: 307,209 shares; 2024Q4: 305,871 shares; 2025Q1: 298,284 shares; 2025Q2: 201,618 shares; 2025Q3: 207,427 shares; 2025Q4: 211,192 shares; 2026Q1: 213,756 shares 213,756 $20.7M 0.11% +2,564 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: 905,678 shares; 2024Q4: 1,080,895 shares; 2025Q1: 600,229 shares; 2025Q2: 502,386 shares; 2025Q3: 494,557 shares; 2025Q4: 500,946 shares; 2026Q1: 521,538 shares 521,538 $20.6M 0.1% +20,592 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: 34,012 shares; 2024Q4: 37,208 shares; 2025Q1: 41,161 shares; 2025Q2: 38,417 shares; 2025Q3: 37,438 shares; 2025Q4: 37,627 shares; 2026Q1: 41,209 shares 41,209 $20.4M 0.1% +3,582 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: 42,456 shares; 2024Q4: 49,802 shares; 2025Q1: 56,313 shares; 2025Q2: 78,603 shares; 2025Q3: 94,158 shares; 2025Q4: 97,692 shares; 2026Q1: 102,538 shares 102,538 $20.4M 0.1% +4,846 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 5,411 shares; 2025Q1: 5,416 shares; 2025Q2: 28,420 shares; 2025Q3: 373,896 shares; 2025Q4: 361,333 shares; 2026Q1: 358,790 shares 358,790 $20.4M 0.1% -2,543 Timeline FTEC 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: 425 shares; 2024Q4: 260 shares; 2025Q1: 2,097 shares; 2025Q2: 86,073 shares; 2025Q3: 96,161 shares; 2025Q4: 97,095 shares; 2026Q1: 97,373 shares 97,373 $20.3M 0.1% +278 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 570 shares; 2025Q3: 1,020 shares; 2025Q4: 1,209 shares; 2026Q1: 31,798 shares 31,798 $20.2M 0.1% +30,589 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: 74,355 shares; 2024Q4: 118,287 shares; 2025Q1: 128,074 shares; 2025Q2: 131,585 shares; 2025Q3: 143,066 shares; 2025Q4: 146,151 shares; 2026Q1: 152,953 shares 152,953 $20.2M 0.1% +6,802 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,462 shares; 2025Q3: 86,526 shares; 2025Q4: 159,462 shares; 2026Q1: 253,046 shares 253,046 $19.6M 0.1% +93,584 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,771 shares; 2024Q4: 135,802 shares; 2025Q1: 132,106 shares; 2025Q2: 172,166 shares; 2025Q3: 186,534 shares; 2025Q4: 193,280 shares; 2026Q1: 204,003 shares 204,003 $19.5M 0.1% +10,723 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: 135,453 shares; 2024Q4: 172,950 shares; 2025Q1: 62,103 shares; 2025Q2: 61,694 shares; 2025Q3: 56,845 shares; 2025Q4: 62,279 shares; 2026Q1: 78,262 shares 78,262 $19.4M 0.1% +15,983 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: 60,651 shares; 2024Q4: 64,192 shares; 2025Q1: 66,189 shares; 2025Q2: 40,037 shares; 2025Q3: 38,738 shares; 2025Q4: 38,327 shares; 2026Q1: 56,005 shares 56,005 $19.3M 0.1% +17,678 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: 34,140 shares; 2024Q4: 36,328 shares; 2025Q1: 37,592 shares; 2025Q2: 39,810 shares; 2025Q3: 41,460 shares; 2025Q4: 35,846 shares; 2026Q1: 44,940 shares 44,940 $19.1M 0.1% +9,094 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,713 shares; 2024Q4: 26,828 shares; 2025Q1: 25,723 shares; 2025Q2: 24,505 shares; 2025Q3: 19,315 shares; 2025Q4: 24,238 shares; 2026Q1: 130,906 shares 130,906 $18.9M 0.1% +106,668 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: 8,174 shares; 2024Q4: 9,228 shares; 2025Q1: 14,123 shares; 2025Q2: 15,245 shares; 2025Q3: 15,709 shares; 2025Q4: 14,573 shares; 2026Q1: 14,261 shares 14,261 $18.8M 0.1% -312 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: 91,379 shares; 2024Q4: 120,517 shares; 2025Q1: 132,056 shares; 2025Q2: 147,265 shares; 2025Q3: 135,957 shares; 2025Q4: 139,714 shares; 2026Q1: 258,703 shares 258,703 $18.8M 0.1% +118,989 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,944 shares; 2025Q1: 55,839 shares; 2025Q2: 49,813 shares; 2025Q3: 129,463 shares; 2025Q4: 139,222 shares; 2026Q1: 153,023 shares 153,023 $18.8M 0.1% +13,801 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 5,792 shares; 2025Q1: 29,534 shares; 2025Q2: 31,253 shares; 2025Q3: 33,842 shares; 2025Q4: 34,018 shares; 2026Q1: 34,617 shares 34,617 $18.6M 0.09% +599 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: 46,623 shares; 2024Q4: 41,107 shares; 2025Q1: 37,628 shares; 2025Q2: 43,490 shares; 2025Q3: 50,506 shares; 2025Q4: 49,583 shares; 2026Q1: 54,198 shares 54,198 $18.6M 0.09% +4,615 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: 12,910 shares; 2024Q4: 13,961 shares; 2025Q1: 13,929 shares; 2025Q2: 13,779 shares; 2025Q3: 13,680 shares; 2025Q4: 13,638 shares; 2026Q1: 20,746 shares 20,746 $18.6M 0.09% +7,108 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,402 shares; 2025Q1: 3,642 shares; 2025Q2: 3,789 shares; 2025Q3: 4,219 shares; 2025Q4: 4,439 shares; 2026Q1: 4,375 shares 4,375 $18.4M 0.09% -64 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 6,198 shares; 2025Q1: 6,209 shares; 2025Q2: 6,025 shares; 2025Q3: 10,925 shares; 2025Q4: 10,851 shares; 2026Q1: 12,500 shares 12,500 $18.4M 0.09% +1,649 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,888 shares; 2024Q4: 107,571 shares; 2025Q1: 152,051 shares; 2025Q2: 100,947 shares; 2025Q3: 101,753 shares; 2025Q4: 253,314 shares; 2026Q1: 125,494 shares 125,494 $18.4M 0.09% -127,820 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,655 shares; 2025Q1: 3,344 shares; 2025Q2: 4,729 shares; 2025Q3: 17,782 shares; 2025Q4: 158,882 shares; 2026Q1: 170,043 shares 170,043 $18.2M 0.09% +11,161 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: 928,568 shares; 2024Q4: 930,708 shares; 2025Q1: 929,279 shares; 2025Q2: 926,339 shares; 2025Q3: 964,497 shares; 2025Q4: 982,772 shares; 2026Q1: 1,024,249 shares 1,024,249 $18.2M 0.09% +41,477 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: 299,274 shares; 2024Q4: 322,419 shares; 2025Q1: 317,373 shares; 2025Q2: 327,825 shares; 2025Q3: 328,533 shares; 2025Q4: 334,778 shares; 2026Q1: 344,713 shares 344,713 $18.1M 0.09% +9,935 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: 73,315 shares; 2024Q4: 74,235 shares; 2025Q1: 74,447 shares; 2025Q2: 73,929 shares; 2025Q3: 73,783 shares; 2025Q4: 77,210 shares; 2026Q1: 76,053 shares 76,053 $18M 0.09% -1,157 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: 207,044 shares; 2024Q4: 212,134 shares; 2025Q1: 217,707 shares; 2025Q2: 221,001 shares; 2025Q3: 64,100 shares; 2025Q4: 64,157 shares; 2026Q1: 90,619 shares 90,619 $17.8M 0.09% +26,462 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: 63,078 shares; 2025Q1: 67,647 shares; 2025Q2: 91,473 shares; 2025Q3: 87,266 shares; 2025Q4: 81,353 shares; 2026Q1: 83,006 shares 83,006 $17.7M 0.09% +1,653 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 697,077 shares 697,077 $17.6M 0.09% +696,077 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: 111,846 shares; 2024Q4: 114,359 shares; 2025Q1: 119,408 shares; 2025Q2: 123,104 shares; 2025Q3: 121,466 shares; 2025Q4: 121,349 shares; 2026Q1: 120,612 shares 120,612 $17.6M 0.09% -737 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: 113,175 shares; 2024Q4: 136,154 shares; 2025Q1: 121,162 shares; 2025Q2: 129,738 shares; 2025Q3: 130,610 shares; 2025Q4: 136,722 shares; 2026Q1: 183,911 shares 183,911 $17.6M 0.09% +47,189 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: 126,394 shares; 2024Q4: 94,963 shares; 2025Q1: 88,933 shares; 2025Q2: 88,805 shares; 2025Q3: 83,268 shares; 2025Q4: 62,374 shares; 2026Q1: 111,561 shares 111,561 $17.5M 0.09% +49,187 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: 77,116 shares; 2024Q4: 85,073 shares; 2025Q1: 86,241 shares; 2025Q2: 80,949 shares; 2025Q3: 81,740 shares; 2025Q4: 74,067 shares; 2026Q1: 76,728 shares 76,728 $17.3M 0.09% +2,661 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: 147,091 shares; 2024Q4: 172,622 shares; 2025Q1: 187,947 shares; 2025Q2: 180,917 shares; 2025Q3: 164,826 shares; 2025Q4: 177,200 shares; 2026Q1: 346,974 shares 346,974 $17.3M 0.09% +169,774 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,318 shares; 2024Q4: 43,571 shares; 2025Q1: 49,652 shares; 2025Q2: 39,801 shares; 2025Q3: 40,126 shares; 2025Q4: 103,484 shares; 2026Q1: 119,934 shares 119,934 $17.1M 0.09% +16,450 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,276 shares; 2024Q4: 194,406 shares; 2025Q1: 191,871 shares; 2025Q2: 191,467 shares; 2025Q3: 190,886 shares; 2025Q4: 190,522 shares; 2026Q1: 191,208 shares 191,208 $17.1M 0.09% +686 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: 623,212 shares; 2024Q4: 625,008 shares; 2025Q1: 632,498 shares; 2025Q2: 623,814 shares; 2025Q3: 601,578 shares; 2025Q4: 495,713 shares; 2026Q1: 590,641 shares 590,641 $17M 0.09% +94,928 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,006 shares; 2024Q4: 227,484 shares; 2025Q1: 166,444 shares; 2025Q2: 164,852 shares; 2025Q3: 166,495 shares; 2025Q4: 172,104 shares; 2026Q1: 333,425 shares 333,425 $16.9M 0.09% +161,321 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,429 shares; 2024Q4: 419,752 shares; 2025Q1: 424,570 shares; 2025Q2: 425,232 shares; 2025Q3: 437,409 shares; 2025Q4: 443,345 shares; 2026Q1: 731,275 shares 731,275 $16.8M 0.09% +287,930 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: 80,046 shares; 2024Q4: 82,663 shares; 2025Q1: 82,672 shares; 2025Q2: 83,071 shares; 2025Q3: 85,808 shares; 2025Q4: 86,893 shares; 2026Q1: 79,711 shares 79,711 $16.7M 0.09% -7,182 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: 9,860 shares; 2024Q4: 9,968 shares; 2025Q1: 9,794 shares; 2025Q2: 13,633 shares; 2025Q3: 15,347 shares; 2025Q4: 18,418 shares; 2026Q1: 30,417 shares 30,417 $16.7M 0.09% +11,999 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: 147,771 shares; 2024Q4: 158,974 shares; 2025Q1: 158,410 shares; 2025Q2: 168,746 shares; 2025Q3: 176,142 shares; 2025Q4: 188,032 shares; 2026Q1: 172,516 shares 172,516 $16.7M 0.08% -15,516 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,136 shares; 2025Q3: 363,310 shares; 2025Q4: 450,121 shares; 2026Q1: 503,816 shares 503,816 $16.6M 0.08% +53,695 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,464 shares; 2024Q4: 34,980 shares; 2025Q1: 36,113 shares; 2025Q2: 56,243 shares; 2025Q3: 74,643 shares; 2025Q4: 90,665 shares; 2026Q1: 75,819 shares 75,819 $16.6M 0.08% -14,846 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,726 shares; 2024Q4: 93,431 shares; 2025Q1: 93,262 shares; 2025Q2: 96,818 shares; 2025Q3: 114,324 shares; 2025Q4: 119,037 shares; 2026Q1: 121,018 shares 121,018 $16.5M 0.08% +1,981 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: 10,838 shares; 2024Q4: 10,710 shares; 2025Q1: 10,726 shares; 2025Q2: 171,065 shares; 2025Q3: 161,093 shares; 2025Q4: 160,070 shares; 2026Q1: 177,559 shares 177,559 $16.4M 0.08% +17,489 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: 221,113 shares; 2024Q4: 242,443 shares; 2025Q1: 256,224 shares; 2025Q2: 323,749 shares; 2025Q3: 311,049 shares; 2025Q4: 284,144 shares; 2026Q1: 238,597 shares 238,597 $16.3M 0.08% -45,547 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 29,373 shares; 2025Q1: 29,393 shares; 2025Q2: 28,460 shares; 2025Q3: 51,789 shares; 2025Q4: 51,566 shares; 2026Q1: 51,636 shares 51,636 $16.1M 0.08% +70 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: 24,503 shares; 2024Q4: 33,832 shares; 2025Q1: 7,241 shares; 2025Q2: 7,949 shares; 2025Q3: 8,393 shares; 2025Q4: 8,305 shares; 2026Q1: 9,290 shares 9,290 $16.1M 0.08% +985 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,179 shares; 2025Q1: 590 shares; 2025Q2: 277,350 shares; 2025Q3: 404,899 shares; 2025Q4: 804,791 shares; 2026Q1: 634,236 shares 634,236 $16.1M 0.08% -170,555 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: 78,983 shares; 2024Q4: 82,417 shares; 2025Q1: 86,049 shares; 2025Q2: 76,119 shares; 2025Q3: 73,949 shares; 2025Q4: 75,015 shares; 2026Q1: 73,662 shares 73,662 $16M 0.08% -1,353 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,625 shares; 2024Q4: 52,968 shares; 2025Q1: 53,475 shares; 2025Q2: 50,661 shares; 2025Q3: 50,042 shares; 2025Q4: 46,471 shares; 2026Q1: 50,732 shares 50,732 $15.9M 0.08% +4,261 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: 248,584 shares; 2024Q4: 283,062 shares; 2025Q1: 302,385 shares; 2025Q2: 299,500 shares; 2025Q3: 341,430 shares; 2025Q4: 319,082 shares; 2026Q1: 318,493 shares 318,493 $15.7M 0.08% -589 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: 88,466 shares; 2024Q4: 87,292 shares; 2025Q1: 87,216 shares; 2025Q2: 95,529 shares; 2025Q3: 98,064 shares; 2025Q4: 95,222 shares; 2026Q1: 142,602 shares 142,602 $15.6M 0.08% +47,380 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: 271,726 shares; 2024Q4: 277,454 shares; 2025Q1: 308,381 shares; 2025Q2: 391,757 shares; 2025Q3: 307,389 shares; 2025Q4: 378,181 shares; 2026Q1: 388,819 shares 388,819 $15.6M 0.08% +10,638 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: 57,589 shares; 2024Q4: 61,480 shares; 2025Q1: 62,730 shares; 2025Q2: 74,115 shares; 2025Q3: 71,779 shares; 2025Q4: 73,425 shares; 2026Q1: 80,186 shares 80,186 $15.6M 0.08% +6,761 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: 87,847 shares; 2024Q4: 207,803 shares; 2025Q1: 207,114 shares; 2025Q2: 82,171 shares; 2025Q3: 92,921 shares; 2025Q4: 113,876 shares; 2026Q1: 136,718 shares 136,718 $15.5M 0.08% +22,842 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: 54,294 shares; 2024Q4: 55,797 shares; 2025Q1: 52,966 shares; 2025Q2: 56,236 shares; 2025Q3: 55,291 shares; 2025Q4: 60,104 shares; 2026Q1: 78,631 shares 78,631 $15.5M 0.08% +18,527 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: 229,366 shares; 2024Q4: 206,223 shares; 2025Q1: 215,269 shares; 2025Q2: 181,480 shares; 2025Q3: 177,316 shares; 2025Q4: 174,985 shares; 2026Q1: 302,261 shares 302,261 $15.4M 0.08% +127,276 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,533 shares; 2024Q4: 37,912 shares; 2025Q1: 42,223 shares; 2025Q2: 49,853 shares; 2025Q3: 53,366 shares; 2025Q4: 67,631 shares; 2026Q1: 63,969 shares 63,969 $15.4M 0.08% -3,662 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,152 shares; 2024Q4: 344,945 shares; 2025Q1: 347,627 shares; 2025Q2: 343,662 shares; 2025Q3: 341,588 shares; 2025Q4: 327,670 shares; 2026Q1: 321,116 shares 321,116 $15.3M 0.08% -6,554 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: 60,431 shares; 2024Q4: 70,064 shares; 2025Q1: 69,732 shares; 2025Q2: 64,978 shares; 2025Q3: 76,138 shares; 2025Q4: 149,873 shares; 2026Q1: 139,924 shares 139,924 $15.2M 0.08% -9,949 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,806 shares; 2024Q4: 51,703 shares; 2025Q1: 51,216 shares; 2025Q2: 53,364 shares; 2025Q3: 55,783 shares; 2025Q4: 66,171 shares; 2026Q1: 73,108 shares 73,108 $15M 0.08% +6,937 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: 201,655 shares; 2024Q4: 83,829 shares; 2025Q1: 135,916 shares; 2025Q2: 95,447 shares; 2025Q3: 78,012 shares; 2025Q4: 103,054 shares; 2026Q1: 181,930 shares 181,930 $14.9M 0.08% +78,876 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: 149,127 shares; 2024Q4: 156,751 shares; 2025Q1: 166,188 shares; 2025Q2: 149,910 shares; 2025Q3: 130,253 shares; 2025Q4: 186,759 shares; 2026Q1: 244,135 shares 244,135 $14.8M 0.08% +57,376 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,922 shares; 2024Q4: 240,146 shares; 2025Q1: 194,563 shares; 2025Q2: 258,358 shares; 2025Q3: 225,350 shares; 2025Q4: 211,142 shares; 2026Q1: 199,086 shares 199,086 $14.8M 0.08% -12,056 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: 2,449 shares; 2024Q4: 2,339 shares; 2025Q1: 2,540 shares; 2025Q2: 2,598 shares; 2025Q3: 2,691 shares; 2025Q4: 2,674 shares; 2026Q1: 4,378 shares 4,378 $14.8M 0.08% +1,704 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 46,083 shares; 2025Q1: 300,979 shares; 2025Q2: 299,973 shares; 2025Q3: 372,852 shares; 2025Q4: 436,453 shares; 2026Q1: 468,971 shares 468,971 $14.8M 0.08% +32,518 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: 128,292 shares; 2024Q4: 140,369 shares; 2025Q1: 111,265 shares; 2025Q2: 137,340 shares; 2025Q3: 144,676 shares; 2025Q4: 144,218 shares; 2026Q1: 169,801 shares 169,801 $14.7M 0.08% +25,583 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: 70,480 shares; 2024Q4: 74,558 shares; 2025Q1: 73,893 shares; 2025Q2: 75,597 shares; 2025Q3: 80,650 shares; 2025Q4: 82,910 shares; 2026Q1: 72,364 shares 72,364 $14.7M 0.07% -10,546 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: 84,740 shares; 2024Q4: 89,966 shares; 2025Q1: 93,168 shares; 2025Q2: 92,609 shares; 2025Q3: 97,985 shares; 2025Q4: 106,538 shares; 2026Q1: 113,812 shares 113,812 $14.7M 0.07% +7,274 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,460 shares; 2024Q4: 213,382 shares; 2025Q1: 243,934 shares; 2025Q2: 259,664 shares; 2025Q3: 210,120 shares; 2025Q4: 218,401 shares; 2026Q1: 239,109 shares 239,109 $14.6M 0.07% +20,708 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,931 shares; 2024Q4: 255,492 shares; 2025Q1: 257,577 shares; 2025Q2: 255,951 shares; 2025Q3: 245,251 shares; 2025Q4: 243,923 shares; 2026Q1: 241,542 shares 241,542 $14.6M 0.07% -2,381 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: not reported; 2024Q4: 412 shares; 2025Q1: 16,271 shares; 2025Q2: 33,748 shares; 2025Q3: 36,493 shares; 2025Q4: 63,272 shares; 2026Q1: 146,801 shares 146,801 $14.6M 0.07% +83,529 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,679 shares; 2024Q4: 230,413 shares; 2025Q1: 217,445 shares; 2025Q2: 216,757 shares; 2025Q3: 214,737 shares; 2025Q4: 190,647 shares; 2026Q1: 298,217 shares 298,217 $14.5M 0.07% +107,570 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 112 shares; 2025Q3: 143,707 shares; 2025Q4: 258 shares; 2026Q1: 160,521 shares 160,521 $14.5M 0.07% +160,263 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 26,878 shares; 2025Q1: 67,661 shares; 2025Q2: 65,494 shares; 2025Q3: 91,314 shares; 2025Q4: 112,936 shares; 2026Q1: 128,422 shares 128,422 $14.4M 0.07% +15,486 Timeline TOTL 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: 124,856 shares; 2024Q4: 128,499 shares; 2025Q1: 242,808 shares; 2025Q2: 281,691 shares; 2025Q3: 311,829 shares; 2025Q4: 323,183 shares; 2026Q1: 361,910 shares 361,910 $14.4M 0.07% +38,727 Timeline LNGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307,952 shares 307,952 $14.4M 0.07% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 289 shares; 2025Q1: 327 shares; 2025Q2: 246 shares; 2025Q3: 218 shares; 2025Q4: 201 shares; 2026Q1: 457,333 shares 457,333 $14.3M 0.07% +457,132 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: 66,327 shares; 2024Q4: 71,365 shares; 2025Q1: 94,846 shares; 2025Q2: 95,008 shares; 2025Q3: 99,255 shares; 2025Q4: 101,706 shares; 2026Q1: 86,642 shares 86,642 $14.3M 0.07% -15,064 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,456 shares; 2025Q1: 76,127 shares; 2025Q2: 120,632 shares; 2025Q3: 212,704 shares; 2025Q4: 220,572 shares; 2026Q1: 169,730 shares 169,730 $14.3M 0.07% -50,842 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: 85,916 shares; 2024Q4: 86,020 shares; 2025Q1: 88,482 shares; 2025Q2: 90,719 shares; 2025Q3: 88,219 shares; 2025Q4: 92,585 shares; 2026Q1: 93,756 shares 93,756 $14.2M 0.07% +1,171 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: 35,936 shares; 2024Q4: 52,766 shares; 2025Q1: 35,165 shares; 2025Q2: 44,079 shares; 2025Q3: 44,127 shares; 2025Q4: 44,708 shares; 2026Q1: 45,137 shares 45,137 $14.2M 0.07% +429 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: 23,638 shares; 2024Q4: 27,943 shares; 2025Q1: 45,395 shares; 2025Q2: 53,137 shares; 2025Q3: 83,708 shares; 2025Q4: 143,521 shares; 2026Q1: 129,729 shares 129,729 $14.1M 0.07% -13,792 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: 12,343 shares; 2024Q4: 14,525 shares; 2025Q1: 17,087 shares; 2025Q2: 17,015 shares; 2025Q3: 16,172 shares; 2025Q4: 17,827 shares; 2026Q1: 30,659 shares 30,659 $14.1M 0.07% +12,832 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,705 shares; 2025Q2: 8,915 shares; 2025Q3: 481,531 shares; 2025Q4: 512,122 shares; 2026Q1: 535,389 shares 535,389 $14.1M 0.07% +23,267 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: 66,200 shares; 2024Q4: 67,473 shares; 2025Q1: 62,525 shares; 2025Q2: 64,854 shares; 2025Q3: 65,471 shares; 2025Q4: 75,120 shares; 2026Q1: 81,427 shares 81,427 $13.9M 0.07% +6,307 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: 45,360 shares; 2024Q4: 46,476 shares; 2025Q1: 47,091 shares; 2025Q2: 47,707 shares; 2025Q3: 65,199 shares; 2025Q4: 51,501 shares; 2026Q1: 53,945 shares 53,945 $13.9M 0.07% +2,444 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: 74,239 shares; 2024Q4: 101,737 shares; 2025Q1: 119,801 shares; 2025Q2: 117,515 shares; 2025Q3: 116,474 shares; 2025Q4: 123,040 shares; 2026Q1: 125,252 shares 125,252 $13.9M 0.07% +2,212 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,107 shares; 2024Q4: 100,297 shares; 2025Q1: 81,897 shares; 2025Q2: 87,643 shares; 2025Q3: 84,871 shares; 2025Q4: 84,948 shares; 2026Q1: 172,941 shares 172,941 $13.8M 0.07% +87,993 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,884 shares; 2024Q4: 110,009 shares; 2025Q1: 107,992 shares; 2025Q2: 106,454 shares; 2025Q3: 106,337 shares; 2025Q4: 104,345 shares; 2026Q1: 104,492 shares 104,492 $13.8M 0.07% +147 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: 317,960 shares; 2024Q4: 315,919 shares; 2025Q1: 310,812 shares; 2025Q2: 316,256 shares; 2025Q3: 310,460 shares; 2025Q4: 293,639 shares; 2026Q1: 293,384 shares 293,384 $13.8M 0.07% -255 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,944 shares; 2024Q4: 233,497 shares; 2025Q1: 242,084 shares; 2025Q2: 252,553 shares; 2025Q3: 256,818 shares; 2025Q4: 266,297 shares; 2026Q1: 268,496 shares 268,496 $13.8M 0.07% +2,199 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 25,381 shares; 2025Q1: 24,338 shares; 2025Q2: 24,826 shares; 2025Q3: 22,354 shares; 2025Q4: 22,729 shares; 2026Q1: 22,022 shares 22,022 $13.6M 0.07% -707 Timeline RDVI 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: 5,750 shares; 2024Q4: 42,108 shares; 2025Q1: 85,816 shares; 2025Q2: 105,675 shares; 2025Q3: 121,412 shares; 2025Q4: 129,427 shares; 2026Q1: 522,015 shares 522,015 $13.3M 0.07% +392,588 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: 53,314 shares; 2024Q4: 57,293 shares; 2025Q1: 60,819 shares; 2025Q2: 70,775 shares; 2025Q3: 107,741 shares; 2025Q4: 108,529 shares; 2026Q1: 120,141 shares 120,141 $13.3M 0.07% +11,612 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: 381,288 shares; 2024Q4: 346,632 shares; 2025Q1: 339,294 shares; 2025Q2: 368,841 shares; 2025Q3: 379,264 shares; 2025Q4: 470,245 shares; 2026Q1: 472,519 shares 472,519 $13.3M 0.07% +2,274 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: 133,466 shares; 2024Q4: 131,744 shares; 2025Q1: 130,597 shares; 2025Q2: 147,074 shares; 2025Q3: 147,314 shares; 2025Q4: 150,987 shares; 2026Q1: 157,141 shares 157,141 $13.1M 0.07% +6,154 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: 212,120 shares; 2024Q4: 239,231 shares; 2025Q1: 243,186 shares; 2025Q2: 167,593 shares; 2025Q3: 200,746 shares; 2025Q4: 238,544 shares; 2026Q1: 308,054 shares 308,054 $13.1M 0.07% +69,510 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,673 shares; 2024Q4: 131,877 shares; 2025Q1: 138,813 shares; 2025Q2: 138,890 shares; 2025Q3: 146,149 shares; 2025Q4: 150,537 shares; 2026Q1: 169,460 shares 169,460 $13.1M 0.07% +18,923 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: 68,073 shares; 2024Q4: 70,388 shares; 2025Q1: 72,174 shares; 2025Q2: 62,078 shares; 2025Q3: 93,338 shares; 2025Q4: 105,266 shares; 2026Q1: 132,762 shares 132,762 $13.1M 0.07% +27,496 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: 130,788 shares; 2024Q4: 132,551 shares; 2025Q1: 143,648 shares; 2025Q2: 151,014 shares; 2025Q3: 161,775 shares; 2025Q4: 163,186 shares; 2026Q1: 144,887 shares 144,887 $13M 0.07% -18,299 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: 24,860 shares; 2024Q4: 25,477 shares; 2025Q1: 25,370 shares; 2025Q2: 25,991 shares; 2025Q3: 25,733 shares; 2025Q4: 90,361 shares; 2026Q1: 123,561 shares 123,561 $12.9M 0.07% +33,200 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,436 shares; 2024Q4: 146,312 shares; 2025Q1: 146,063 shares; 2025Q2: 287,380 shares; 2025Q3: 291,284 shares; 2025Q4: 291,341 shares; 2026Q1: 287,374 shares 287,374 $12.9M 0.07% -3,967 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: 19,417 shares; 2024Q4: 19,337 shares; 2025Q1: 18,931 shares; 2025Q2: 246,274 shares; 2025Q3: 261,145 shares; 2025Q4: 253,851 shares; 2026Q1: 277,634 shares 277,634 $12.8M 0.07% +23,783 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,365 shares; 2024Q4: 17,132 shares; 2025Q1: 20,450 shares; 2025Q2: 18,927 shares; 2025Q3: 14,624 shares; 2025Q4: 16,959 shares; 2026Q1: 424,687 shares 424,687 $12.8M 0.07% +407,728 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,222 shares; 2024Q4: 261,617 shares; 2025Q1: 311,591 shares; 2025Q2: 313,151 shares; 2025Q3: 331,695 shares; 2025Q4: 326,543 shares; 2026Q1: 350,598 shares 350,598 $12.7M 0.06% +24,055 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,427 shares; 2024Q4: 168,610 shares; 2025Q1: 398,645 shares; 2025Q2: 407,277 shares; 2025Q3: 396,865 shares; 2025Q4: 381,865 shares; 2026Q1: 374,635 shares 374,635 $12.7M 0.06% -7,230 Timeline PFFD 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: 550,458 shares; 2024Q4: 558,225 shares; 2025Q1: 603,090 shares; 2025Q2: 635,671 shares; 2025Q3: 660,449 shares; 2025Q4: 668,076 shares; 2026Q1: 685,457 shares 685,457 $12.6M 0.06% +17,381 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: 33,894 shares; 2024Q4: 32,749 shares; 2025Q1: 33,163 shares; 2025Q2: 22,238 shares; 2025Q3: 20,012 shares; 2025Q4: 21,545 shares; 2026Q1: 25,607 shares 25,607 $12.6M 0.06% +4,062 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,339 shares; 2024Q4: 154,179 shares; 2025Q1: 302,608 shares; 2025Q2: 165,351 shares; 2025Q3: 164,085 shares; 2025Q4: 165,099 shares; 2026Q1: 195,538 shares 195,538 $12.3M 0.06% +30,439 Timeline COWG 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: 6,350 shares; 2024Q4: 52,804 shares; 2025Q1: 287,538 shares; 2025Q2: 297,350 shares; 2025Q3: 317,709 shares; 2025Q4: 334,654 shares; 2026Q1: 364,492 shares 364,492 $12.3M 0.06% +29,838 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: 191,448 shares; 2024Q4: 201,388 shares; 2025Q1: 233,483 shares; 2025Q2: 244,714 shares; 2025Q3: 254,481 shares; 2025Q4: 261,705 shares; 2026Q1: 287,292 shares 287,292 $12.2M 0.06% +25,587 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,787 shares; 2024Q4: 294,427 shares; 2025Q1: 301,898 shares; 2025Q2: 435,921 shares; 2025Q3: 451,246 shares; 2025Q4: 536,840 shares; 2026Q1: 546,818 shares 546,818 $12.2M 0.06% +9,978 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 9,090 shares; 2025Q1: 219,871 shares; 2025Q2: 295,920 shares; 2025Q3: 299,173 shares; 2025Q4: 300,283 shares; 2026Q1: 299,509 shares 299,509 $12.1M 0.06% -774 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: 33,878 shares; 2024Q4: 34,392 shares; 2025Q1: 35,679 shares; 2025Q2: 37,053 shares; 2025Q3: 36,127 shares; 2025Q4: 39,621 shares; 2026Q1: 52,600 shares 52,600 $12.1M 0.06% +12,979 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: 143,532 shares; 2024Q4: 165,569 shares; 2025Q1: 176,040 shares; 2025Q2: 199,945 shares; 2025Q3: 210,486 shares; 2025Q4: 213,590 shares; 2026Q1: 226,619 shares 226,619 $12.1M 0.06% +13,029 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,630 shares; 2024Q4: 169,768 shares; 2025Q1: 168,928 shares; 2025Q2: 188,990 shares; 2025Q3: 213,460 shares; 2025Q4: 224,280 shares; 2026Q1: 249,544 shares 249,544 $11.9M 0.06% +25,264 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,150 shares; 2024Q4: 42,172 shares; 2025Q1: 41,574 shares; 2025Q2: 41,737 shares; 2025Q3: 37,418 shares; 2025Q4: 38,162 shares; 2026Q1: 44,941 shares 44,941 $11.9M 0.06% +6,779 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 3,789 shares; 2025Q1: 8,219 shares; 2025Q2: 71,785 shares; 2025Q3: 126,594 shares; 2025Q4: 144,468 shares; 2026Q1: 168,338 shares 168,338 $11.9M 0.06% +23,870 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: 9,821 shares; 2024Q4: 12,606 shares; 2025Q1: 9,935 shares; 2025Q2: 36,611 shares; 2025Q3: 39,427 shares; 2025Q4: 40,911 shares; 2026Q1: 36,252 shares 36,252 $11.9M 0.06% -4,659 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 3,118 shares; 2025Q1: 3,616 shares; 2025Q2: 2,420 shares; 2025Q3: 2,578 shares; 2025Q4: 3,040 shares; 2026Q1: 46,405 shares 46,405 $11.8M 0.06% +43,365 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,698 shares; 2024Q4: 35,214 shares; 2025Q1: 23,645 shares; 2025Q2: 29,533 shares; 2025Q3: 34,381 shares; 2025Q4: 57,547 shares; 2026Q1: 77,516 shares 77,516 $11.7M 0.06% +19,969 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: 25,048 shares; 2024Q4: 21,468 shares; 2025Q1: 21,449 shares; 2025Q2: 20,933 shares; 2025Q3: 20,976 shares; 2025Q4: 22,634 shares; 2026Q1: 20,592 shares 20,592 $11.6M 0.06% -2,042 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: 288,940 shares; 2024Q4: 310,132 shares; 2025Q1: 332,019 shares; 2025Q2: 346,522 shares; 2025Q3: 253,995 shares; 2025Q4: 283,906 shares; 2026Q1: 303,029 shares 303,029 $11.5M 0.06% +19,123 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,471 shares; 2024Q4: 61,180 shares; 2025Q1: 64,961 shares; 2025Q2: 154,310 shares; 2025Q3: 163,226 shares; 2025Q4: 87,093 shares; 2026Q1: 70,665 shares 70,665 $11.4M 0.06% -16,428 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: 94,607 shares; 2024Q4: 113,565 shares; 2025Q1: 125,529 shares; 2025Q2: 110,526 shares; 2025Q3: 116,149 shares; 2025Q4: 126,588 shares; 2026Q1: 102,427 shares 102,427 $11.4M 0.06% -24,161 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: 104,590 shares; 2024Q4: 125,871 shares; 2025Q1: 133,198 shares; 2025Q2: 144,895 shares; 2025Q3: 137,720 shares; 2025Q4: 149,193 shares; 2026Q1: 171,918 shares 171,918 $11.3M 0.06% +22,725 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: 125,676 shares; 2024Q4: 139,402 shares; 2025Q1: 131,433 shares; 2025Q2: 100,925 shares; 2025Q3: 101,893 shares; 2025Q4: 117,447 shares; 2026Q1: 124,842 shares 124,842 $11.3M 0.06% +7,395 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,540 shares; 2024Q4: 78,876 shares; 2025Q1: 70,414 shares; 2025Q2: 65,724 shares; 2025Q3: 62,491 shares; 2025Q4: 61,648 shares; 2026Q1: 56,622 shares 56,622 $11.2M 0.06% -5,026 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,453 shares; 2024Q4: 169,840 shares; 2025Q1: 251,422 shares; 2025Q2: 189,762 shares; 2025Q3: 111,905 shares; 2025Q4: 87,390 shares; 2026Q1: 101,108 shares 101,108 $11.2M 0.06% +13,718 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,940 shares; 2025Q2: 284,154 shares; 2025Q3: 337,227 shares; 2025Q4: 355,345 shares; 2026Q1: 401,960 shares 401,960 $11.1M 0.06% +46,615 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: 53,296 shares; 2024Q4: 48,151 shares; 2025Q1: 49,387 shares; 2025Q2: 50,480 shares; 2025Q3: 38,050 shares; 2025Q4: 31,011 shares; 2026Q1: 93,714 shares 93,714 $11.1M 0.06% +62,703 Timeline GRID 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: 10,728 shares; 2024Q4: 16,122 shares; 2025Q1: 16,634 shares; 2025Q2: 17,195 shares; 2025Q3: 23,872 shares; 2025Q4: 26,604 shares; 2026Q1: 67,714 shares 67,714 $11.1M 0.06% +41,110 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 680 shares; 2025Q2: 976 shares; 2025Q3: 4,980 shares; 2025Q4: 411,698 shares; 2026Q1: 462,170 shares 462,170 $11M 0.06% +50,472 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,051 shares; 2024Q4: 224,409 shares; 2025Q1: 238,035 shares; 2025Q2: 270,409 shares; 2025Q3: 308,230 shares; 2025Q4: 316,251 shares; 2026Q1: 338,246 shares 338,246 $11M 0.06% +21,995 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,899 shares; 2024Q4: 137,764 shares; 2025Q1: 88,059 shares; 2025Q2: 84,592 shares; 2025Q3: 42,915 shares; 2025Q4: 37,274 shares; 2026Q1: 98,674 shares 98,674 $11M 0.06% +61,400 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: 24,883 shares; 2024Q4: 26,209 shares; 2025Q1: 29,956 shares; 2025Q2: 31,304 shares; 2025Q3: 28,759 shares; 2025Q4: 27,482 shares; 2026Q1: 29,404 shares 29,404 $10.8M 0.06% +1,922 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,339 shares; 2024Q4: 76,455 shares; 2025Q1: 78,002 shares; 2025Q2: 82,300 shares; 2025Q3: 90,604 shares; 2025Q4: 85,053 shares; 2026Q1: 146,301 shares 146,301 $10.6M 0.05% +61,248 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 14,593 shares; 2025Q1: 15,275 shares; 2025Q2: 13,467 shares; 2025Q3: 17,922 shares; 2025Q4: 21,016 shares; 2026Q1: 37,118 shares 37,118 $10.5M 0.05% +16,102 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: 60,023 shares; 2024Q4: 69,129 shares; 2025Q1: 78,558 shares; 2025Q2: 65,765 shares; 2025Q3: 79,049 shares; 2025Q4: 125,152 shares; 2026Q1: 140,224 shares 140,224 $10.5M 0.05% +15,072 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: 40,702 shares; 2024Q4: 45,818 shares; 2025Q1: 50,925 shares; 2025Q2: 48,773 shares; 2025Q3: 70,852 shares; 2025Q4: 71,364 shares; 2026Q1: 75,160 shares 75,160 $10.5M 0.05% +3,796 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,127 shares; 2024Q4: 69,060 shares; 2025Q1: 68,729 shares; 2025Q2: 72,131 shares; 2025Q3: 61,684 shares; 2025Q4: 62,306 shares; 2026Q1: 61,702 shares 61,702 $10.4M 0.05% -604 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,924 shares 322,924 $10.4M 0.05% new 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: 64,607 shares; 2024Q4: 65,444 shares; 2025Q1: 75,263 shares; 2025Q2: 80,709 shares; 2025Q3: 90,002 shares; 2025Q4: 105,084 shares; 2026Q1: 117,040 shares 117,040 $10.4M 0.05% +11,956 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: 72,624 shares; 2024Q4: 75,881 shares; 2025Q1: 82,093 shares; 2025Q2: 98,383 shares; 2025Q3: 66,294 shares; 2025Q4: 72,657 shares; 2026Q1: 56,719 shares 56,719 $10.3M 0.05% -15,938 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: 200,361 shares; 2024Q4: 223,648 shares; 2025Q1: 265,415 shares; 2025Q2: 297,309 shares; 2025Q3: 293,604 shares; 2025Q4: 299,822 shares; 2026Q1: 306,863 shares 306,863 $10.2M 0.05% +7,041 Timeline PPA 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: 49,546 shares; 2024Q4: 51,445 shares; 2025Q1: 51,474 shares; 2025Q2: 53,366 shares; 2025Q3: 53,384 shares; 2025Q4: 54,669 shares; 2026Q1: 61,794 shares 61,794 $10.2M 0.05% +7,125 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: 97,812 shares; 2024Q4: 99,708 shares; 2025Q1: 100,914 shares; 2025Q2: 100,339 shares; 2025Q3: 104,445 shares; 2025Q4: 111,445 shares; 2026Q1: 110,063 shares 110,063 $10.2M 0.05% -1,382 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 214,913 shares 214,913 $10.1M 0.05% +214,713 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: not reported; 2025Q4: 217,583 shares; 2026Q1: 350,146 shares 350,146 $10.1M 0.05% +132,563 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,482 shares; 2024Q4: 55,714 shares; 2025Q1: 88,728 shares; 2025Q2: 95,379 shares; 2025Q3: 87,964 shares; 2025Q4: 100,152 shares; 2026Q1: 100,267 shares 100,267 $10.1M 0.05% +115 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 2,363 shares; 2026Q1: 203,426 shares 203,426 $10M 0.05% +201,063 Timeline CGHM 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: 24,481 shares; 2025Q2: 41,305 shares; 2025Q3: 327,278 shares; 2025Q4: 358,697 shares; 2026Q1: 396,584 shares 396,584 $10M 0.05% +37,887 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,158 shares; 2024Q4: 42,416 shares; 2025Q1: 46,398 shares; 2025Q2: 44,007 shares; 2025Q3: 45,177 shares; 2025Q4: 43,947 shares; 2026Q1: 50,550 shares 50,550 $10M 0.05% +6,603 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,850 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,433 shares; 2025Q4: 2,093 shares; 2026Q1: 297,008 shares 297,008 $10M 0.05% +294,915 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,303 shares; 2024Q4: 56,085 shares; 2025Q1: 114,745 shares; 2025Q2: 146,510 shares; 2025Q3: 185,149 shares; 2025Q4: 199,720 shares; 2026Q1: 192,861 shares 192,861 $10M 0.05% -6,859 Timeline PTNQ 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: 111,710 shares; 2024Q4: 120,783 shares; 2025Q1: 134,809 shares; 2025Q2: 144,276 shares; 2025Q3: 145,199 shares; 2025Q4: 139,906 shares; 2026Q1: 136,641 shares 136,641 $9.97M 0.05% -3,265 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,656 shares; 2024Q4: 67,936 shares; 2025Q1: 67,184 shares; 2025Q2: 67,133 shares; 2025Q3: 66,031 shares; 2025Q4: 65,635 shares; 2026Q1: 68,357 shares 68,357 $9.89M 0.05% +2,722 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: 211,074 shares; 2024Q4: 225,582 shares; 2025Q1: 256,860 shares; 2025Q2: 286,505 shares; 2025Q3: 202,904 shares; 2025Q4: 199,050 shares; 2026Q1: 196,386 shares 196,386 $9.89M 0.05% -2,664 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: 29,242 shares; 2024Q4: 29,925 shares; 2025Q1: 31,865 shares; 2025Q2: 34,755 shares; 2025Q3: 30,122 shares; 2025Q4: 29,414 shares; 2026Q1: 44,415 shares 44,415 $9.82M 0.05% +15,001 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,022 shares; 2024Q4: 33,598 shares; 2025Q1: 34,936 shares; 2025Q2: 36,081 shares; 2025Q3: 77,220 shares; 2025Q4: 77,304 shares; 2026Q1: 78,106 shares 78,106 $9.72M 0.05% +802 Timeline NLR 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: 100 shares; 2024Q4: 18,123 shares; 2025Q1: 22,247 shares; 2025Q2: 31,207 shares; 2025Q3: 47,870 shares; 2025Q4: 57,903 shares; 2026Q1: 72,743 shares 72,743 $9.69M 0.05% +14,840 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,454 shares; 2024Q4: 245,166 shares; 2025Q1: 324,294 shares; 2025Q2: 206,535 shares; 2025Q3: 206,688 shares; 2025Q4: 217,061 shares; 2026Q1: 223,472 shares 223,472 $9.69M 0.05% +6,411 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,465 shares; 2024Q4: 181,116 shares; 2025Q1: 185,608 shares; 2025Q2: 246,463 shares; 2025Q3: 247,680 shares; 2025Q4: 255,072 shares; 2026Q1: 263,868 shares 263,868 $9.67M 0.05% +8,796 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,007 shares; 2024Q4: 296,786 shares; 2025Q1: 296,651 shares; 2025Q2: 298,809 shares; 2025Q3: 300,932 shares; 2025Q4: 300,770 shares; 2026Q1: 358,691 shares 358,691 $9.66M 0.05% +57,921 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: 195,681 shares; 2024Q4: 203,113 shares; 2025Q1: 194,807 shares; 2025Q2: 189,324 shares; 2025Q3: 231,439 shares; 2025Q4: 271,939 shares; 2026Q1: 287,663 shares 287,663 $9.65M 0.05% +15,724 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: 19,386 shares; 2024Q4: 16,944 shares; 2025Q1: 19,375 shares; 2025Q2: 21,981 shares; 2025Q3: 24,350 shares; 2025Q4: 23,457 shares; 2026Q1: 32,525 shares 32,525 $9.52M 0.05% +9,068 Timeline QWLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,582 shares; 2026Q1: 66,299 shares 66,299 $9.49M 0.05% +16,717 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: 84,035 shares; 2024Q4: 81,081 shares; 2025Q1: 85,266 shares; 2025Q2: 85,845 shares; 2025Q3: 100,032 shares; 2025Q4: 101,140 shares; 2026Q1: 82,329 shares 82,329 $9.47M 0.05% -18,811 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,732 shares; 2024Q4: 19,002 shares; 2025Q1: 19,634 shares; 2025Q2: 20,690 shares; 2025Q3: 21,659 shares; 2025Q4: 25,413 shares; 2026Q1: 35,264 shares 35,264 $9.38M 0.05% +9,851 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: 10,455 shares; 2024Q4: 11,384 shares; 2025Q1: 11,228 shares; 2025Q2: 11,085 shares; 2025Q3: 11,705 shares; 2025Q4: 11,928 shares; 2026Q1: 13,703 shares 13,703 $9.35M 0.05% +1,775 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,083 shares; 2024Q4: 64,264 shares; 2025Q1: 62,691 shares; 2025Q2: 65,477 shares; 2025Q3: 85,913 shares; 2025Q4: 105,821 shares; 2026Q1: 138,616 shares 138,616 $9.33M 0.05% +32,795 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: 145,580 shares; 2024Q4: 154,015 shares; 2025Q1: 121,866 shares; 2025Q2: 108,106 shares; 2025Q3: 106,903 shares; 2025Q4: 97,986 shares; 2026Q1: 100,730 shares 100,730 $9.24M 0.05% +2,744 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,856 shares; 2024Q4: 337,713 shares; 2025Q1: 364,837 shares; 2025Q2: 386,094 shares; 2025Q3: 396,418 shares; 2025Q4: 407,510 shares; 2026Q1: 452,923 shares 452,923 $9.22M 0.05% +45,413 Timeline EDIV 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: not reported; 2024Q4: not reported; 2025Q1: 65,927 shares; 2025Q2: 229,093 shares; 2025Q3: 242,540 shares; 2025Q4: 174,351 shares; 2026Q1: 232,651 shares 232,651 $9.19M 0.05% +58,300 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,598 shares; 2025Q3: 45,091 shares; 2025Q4: 49,846 shares; 2026Q1: 180,424 shares 180,424 $9.13M 0.05% +130,578 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 24,668 shares; 2025Q1: 24,874 shares; 2025Q2: 24,211 shares; 2025Q3: 24,927 shares; 2025Q4: 25,674 shares; 2026Q1: 32,657 shares 32,657 $9.07M 0.05% +6,983 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,164 shares; 2024Q4: 219,868 shares; 2025Q1: 205,322 shares; 2025Q2: 201,710 shares; 2025Q3: 200,444 shares; 2025Q4: 203,540 shares; 2026Q1: 202,783 shares 202,783 $9.07M 0.05% -757 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: 154,240 shares; 2024Q4: 131,418 shares; 2025Q1: 152,271 shares; 2025Q2: 153,111 shares; 2025Q3: 156,242 shares; 2025Q4: 158,614 shares; 2026Q1: 145,711 shares 145,711 $9.01M 0.05% -12,903 Timeline FCG 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: 6,098 shares; 2024Q4: 26,093 shares; 2025Q1: 13,093 shares; 2025Q2: 13,026 shares; 2025Q3: 33,156 shares; 2025Q4: 31,304 shares; 2026Q1: 284,091 shares 284,091 $9M 0.05% +252,787 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,603 shares; 2024Q4: 92,225 shares; 2025Q1: 56,084 shares; 2025Q2: 61,210 shares; 2025Q3: 78,186 shares; 2025Q4: 82,108 shares; 2026Q1: 75,588 shares 75,588 $8.97M 0.05% -6,520 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: 84,884 shares; 2024Q4: 87,397 shares; 2025Q1: 87,834 shares; 2025Q2: 88,465 shares; 2025Q3: 87,394 shares; 2025Q4: 84,119 shares; 2026Q1: 67,494 shares 67,494 $8.84M 0.05% -16,625 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,839 shares; 2024Q4: 182,389 shares; 2025Q1: 202,069 shares; 2025Q2: 216,254 shares; 2025Q3: 245,678 shares; 2025Q4: 271,186 shares; 2026Q1: 286,638 shares 286,638 $8.83M 0.05% +15,452 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,587 shares; 2024Q4: 15,599 shares; 2025Q1: 17,533 shares; 2025Q2: 16,241 shares; 2025Q3: 30,349 shares; 2025Q4: 38,521 shares; 2026Q1: 20,712 shares 20,712 $8.8M 0.04% -17,809 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,046 shares; 2025Q1: 16,832 shares; 2025Q2: 17,077 shares; 2025Q3: 99,577 shares; 2025Q4: 132,620 shares; 2026Q1: 166,335 shares 166,335 $8.77M 0.04% +33,715 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: 29,537 shares; 2024Q4: 30,731 shares; 2025Q1: 28,698 shares; 2025Q2: 34,465 shares; 2025Q3: 35,023 shares; 2025Q4: 36,311 shares; 2026Q1: 35,160 shares 35,160 $8.69M 0.04% -1,151 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: 156,073 shares; 2024Q4: 159,306 shares; 2025Q1: 158,085 shares; 2025Q2: 158,599 shares; 2025Q3: 160,459 shares; 2025Q4: 152,309 shares; 2026Q1: 150,418 shares 150,418 $8.67M 0.04% -1,891 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,767 shares; 2024Q4: 139,530 shares; 2025Q1: 153,319 shares; 2025Q2: 162,848 shares; 2025Q3: 129,375 shares; 2025Q4: 119,987 shares; 2026Q1: 184,098 shares 184,098 $8.64M 0.04% +64,111 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,202 shares; 2024Q4: 111,203 shares; 2025Q1: 126,019 shares; 2025Q2: 117,906 shares; 2025Q3: 156,967 shares; 2025Q4: 163,906 shares; 2026Q1: 143,193 shares 143,193 $8.53M 0.04% -20,713 Timeline PTLC 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: 151,694 shares; 2024Q4: 147,552 shares; 2025Q1: 149,995 shares; 2025Q2: 162,752 shares; 2025Q3: 162,183 shares; 2025Q4: 161,048 shares; 2026Q1: 162,392 shares 162,392 $8.52M 0.04% +1,344 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: 50,287 shares; 2024Q4: 56,066 shares; 2025Q1: 66,373 shares; 2025Q2: 57,208 shares; 2025Q3: 58,981 shares; 2025Q4: 136,222 shares; 2026Q1: 144,565 shares 144,565 $8.5M 0.04% +8,343 Timeline IHDG 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: 312,558 shares; 2024Q4: 318,962 shares; 2025Q1: 159,568 shares; 2025Q2: 157,184 shares; 2025Q3: 164,190 shares; 2025Q4: 165,675 shares; 2026Q1: 174,778 shares 174,778 $8.42M 0.04% +9,103 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,267 shares; 2024Q4: 98,546 shares; 2025Q1: 91,023 shares; 2025Q2: 91,718 shares; 2025Q3: 92,705 shares; 2025Q4: 92,365 shares; 2026Q1: 91,693 shares 91,693 $8.39M 0.04% -672 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: 32,129 shares; 2024Q4: 41,267 shares; 2025Q1: 45,649 shares; 2025Q2: 36,167 shares; 2025Q3: 36,348 shares; 2025Q4: 37,821 shares; 2026Q1: 40,988 shares 40,988 $8.38M 0.04% +3,167 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,750 shares; 2024Q4: 80,363 shares; 2025Q1: 73,976 shares; 2025Q2: 81,878 shares; 2025Q3: 63,529 shares; 2025Q4: 51,352 shares; 2026Q1: 178,243 shares 178,243 $8.38M 0.04% +126,891 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,929 shares; 2024Q4: 102,957 shares; 2025Q1: 97,265 shares; 2025Q2: 94,925 shares; 2025Q3: 63,178 shares; 2025Q4: 63,563 shares; 2026Q1: 59,204 shares 59,204 $8.35M 0.04% -4,359 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,352 shares; 2024Q4: 132,122 shares; 2025Q1: 132,581 shares; 2025Q2: 156,890 shares; 2025Q3: 161,314 shares; 2025Q4: 161,182 shares; 2026Q1: 166,479 shares 166,479 $8.32M 0.04% +5,297 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,543 shares; 2024Q4: 74,411 shares; 2025Q1: 72,440 shares; 2025Q2: 72,716 shares; 2025Q3: 72,177 shares; 2025Q4: 71,008 shares; 2026Q1: 69,962 shares 69,962 $8.29M 0.04% -1,046 Timeline LCF TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 9,140 shares; 2025Q1: 161,153 shares; 2025Q2: 164,629 shares; 2025Q3: 174,866 shares; 2025Q4: 200,706 shares; 2026Q1: 209,190 shares 209,190 $8.2M 0.04% +8,484 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,702 shares; 2024Q4: 12,932 shares; 2025Q1: 8,587 shares; 2025Q2: 7,469 shares; 2025Q3: 13,526 shares; 2025Q4: 16,622 shares; 2026Q1: 30,742 shares 30,742 $8.2M 0.04% +14,120 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,552 shares; 2024Q4: 112,592 shares; 2025Q1: 111,961 shares; 2025Q2: 123,683 shares; 2025Q3: 85,676 shares; 2025Q4: 84,310 shares; 2026Q1: 127,709 shares 127,709 $8.2M 0.04% +43,399 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,250 shares; 2024Q4: 117,120 shares; 2025Q1: 125,613 shares; 2025Q2: 133,204 shares; 2025Q3: 136,606 shares; 2025Q4: 144,224 shares; 2026Q1: 154,937 shares 154,937 $8.18M 0.04% +10,713 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: 324,000 shares; 2024Q4: 328,365 shares; 2025Q1: 298,629 shares; 2025Q2: 281,887 shares; 2025Q3: 288,261 shares; 2025Q4: 266,534 shares; 2026Q1: 230,444 shares 230,444 $8.17M 0.04% -36,090 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 16,937 shares; 2025Q3: 224,480 shares; 2025Q4: 241,491 shares; 2026Q1: 245,979 shares 245,979 $8.14M 0.04% +4,488 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,577 shares; 2024Q4: 88,221 shares; 2025Q1: 71,759 shares; 2025Q2: 64,706 shares; 2025Q3: 77,173 shares; 2025Q4: 87,544 shares; 2026Q1: 111,619 shares 111,619 $8.08M 0.04% +24,075 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,756 shares; 2024Q4: 39,808 shares; 2025Q1: 41,033 shares; 2025Q2: 41,551 shares; 2025Q3: 27,361 shares; 2025Q4: 17,364 shares; 2026Q1: 17,863 shares 17,863 $7.98M 0.04% +499 Timeline COPX 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: 4,994 shares; 2024Q4: 5,244 shares; 2025Q1: 90,440 shares; 2025Q2: 89,816 shares; 2025Q3: 82,984 shares; 2025Q4: 88,375 shares; 2026Q1: 103,598 shares 103,598 $7.91M 0.04% +15,223 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: 104,415 shares; 2024Q4: 118,675 shares; 2025Q1: 148,780 shares; 2025Q2: 180,719 shares; 2025Q3: 169,832 shares; 2025Q4: 140,518 shares; 2026Q1: 150,251 shares 150,251 $7.91M 0.04% +9,733 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,028 shares; 2024Q4: 87,848 shares; 2025Q1: 88,804 shares; 2025Q2: 94,763 shares; 2025Q3: 91,047 shares; 2025Q4: 96,304 shares; 2026Q1: 99,479 shares 99,479 $7.84M 0.04% +3,175 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 24,665 shares; 2025Q1: 24,914 shares; 2025Q2: 22,880 shares; 2025Q3: 23,917 shares; 2025Q4: 23,691 shares; 2026Q1: 56,005 shares 56,005 $7.79M 0.04% +32,314 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 26,292 shares; 2025Q1: 26,093 shares; 2025Q2: 133,148 shares; 2025Q3: 114,737 shares; 2025Q4: 116,115 shares; 2026Q1: 116,029 shares 116,029 $7.78M 0.04% -86 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,851 shares; 2026Q1: 147,245 shares 147,245 $7.78M 0.04% -8,606 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: 416,636 shares; 2024Q4: 686,316 shares; 2025Q1: 601,905 shares; 2025Q2: 495,814 shares; 2025Q3: 497,699 shares; 2025Q4: 491,587 shares; 2026Q1: 430,105 shares 430,105 $7.75M 0.04% -61,482 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,521 shares; 2024Q4: 227,812 shares; 2025Q1: 222,604 shares; 2025Q2: 223,138 shares; 2025Q3: 220,601 shares; 2025Q4: 216,989 shares; 2026Q1: 210,090 shares 210,090 $7.74M 0.04% -6,899 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,347 shares; 2024Q4: 49,516 shares; 2025Q1: 58,166 shares; 2025Q2: 60,357 shares; 2025Q3: 70,758 shares; 2025Q4: 76,819 shares; 2026Q1: 135,314 shares 135,314 $7.68M 0.04% +58,495 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: 43,718 shares; 2024Q4: 54,849 shares; 2025Q1: 89,256 shares; 2025Q2: 99,027 shares; 2025Q3: 126,391 shares; 2025Q4: 130,609 shares; 2026Q1: 122,508 shares 122,508 $7.68M 0.04% -8,101 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,126 shares 69,126 $7.63M 0.04% new Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,636 shares; 2024Q4: 187,878 shares; 2025Q1: 184,794 shares; 2025Q2: 173,674 shares; 2025Q3: 173,921 shares; 2025Q4: 169,319 shares; 2026Q1: 162,848 shares 162,848 $7.6M 0.04% -6,471 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: 27,873 shares; 2024Q4: 28,489 shares; 2025Q1: 28,906 shares; 2025Q2: 29,061 shares; 2025Q3: 28,334 shares; 2025Q4: 28,181 shares; 2026Q1: 29,032 shares 29,032 $7.56M 0.04% +851 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,423 shares; 2024Q4: 165,577 shares; 2025Q1: 169,727 shares; 2025Q2: 169,148 shares; 2025Q3: 173,465 shares; 2025Q4: 173,868 shares; 2026Q1: 207,702 shares 207,702 $7.55M 0.04% +33,834 Timeline TDIV 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: 74,608 shares; 2024Q4: 74,641 shares; 2025Q1: 75,147 shares; 2025Q2: 75,310 shares; 2025Q3: 76,539 shares; 2025Q4: 75,619 shares; 2026Q1: 80,243 shares 80,243 $7.52M 0.04% +4,624 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: 22,904 shares; 2024Q4: 28,142 shares; 2025Q1: 29,485 shares; 2025Q2: 29,021 shares; 2025Q3: 37,325 shares; 2025Q4: 39,764 shares; 2026Q1: 47,788 shares 47,788 $7.51M 0.04% +8,024 Timeline IQQQ 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: 57,183 shares; 2024Q4: 135,045 shares; 2025Q1: 158,321 shares; 2025Q2: 160,064 shares; 2025Q3: 165,996 shares; 2025Q4: 175,346 shares; 2026Q1: 180,137 shares 180,137 $7.51M 0.04% +4,791 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: 15,143 shares; 2024Q4: 17,736 shares; 2025Q1: 30,529 shares; 2025Q2: 29,338 shares; 2025Q3: 28,141 shares; 2025Q4: 18,102 shares; 2026Q1: 37,871 shares 37,871 $7.51M 0.04% +19,769 Timeline FHLC 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: 63,214 shares; 2024Q4: 68,541 shares; 2025Q1: 70,879 shares; 2025Q2: 75,591 shares; 2025Q3: 106,141 shares; 2025Q4: 103,730 shares; 2026Q1: 106,270 shares 106,270 $7.48M 0.04% +2,540 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 24,231 shares; 2025Q1: 22,170 shares; 2025Q2: 20,069 shares; 2025Q3: 20,229 shares; 2025Q4: 20,433 shares; 2026Q1: 22,759 shares 22,759 $7.44M 0.04% +2,326 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,916 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,176 shares; 2025Q4: 64,211 shares; 2026Q1: 64,752 shares 64,752 $7.44M 0.04% +541 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 2,103 shares; 2025Q2: 320,781 shares; 2025Q3: 257,487 shares; 2025Q4: 341,454 shares; 2026Q1: 71,084 shares 71,084 $7.38M 0.04% -270,370 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: 33,337 shares; 2024Q4: 13,120 shares; 2025Q1: 12,792 shares; 2025Q2: 13,987 shares; 2025Q3: 13,569 shares; 2025Q4: 13,819 shares; 2026Q1: 18,783 shares 18,783 $7.36M 0.04% +4,964 Timeline MMTM 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: 15,681 shares; 2024Q4: 17,246 shares; 2025Q1: 21,090 shares; 2025Q2: 23,698 shares; 2025Q3: 23,928 shares; 2025Q4: 24,150 shares; 2026Q1: 26,176 shares 26,176 $7.33M 0.04% +2,026 Timeline VUSB 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: 111,932 shares; 2024Q4: 118,339 shares; 2025Q1: 109,615 shares; 2025Q2: 107,059 shares; 2025Q3: 135,978 shares; 2025Q4: 142,574 shares; 2026Q1: 147,088 shares 147,088 $7.32M 0.04% +4,514 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 13,377 shares; 2025Q1: 13,186 shares; 2025Q2: 6,730 shares; 2025Q3: 5,767 shares; 2025Q4: 7,110 shares; 2026Q1: 10,036 shares 10,036 $7.3M 0.04% +2,926 Timeline FLRN 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: 229,712 shares; 2024Q4: 229,660 shares; 2025Q1: 223,971 shares; 2025Q2: 225,635 shares; 2025Q3: 234,374 shares; 2025Q4: 237,653 shares; 2026Q1: 237,093 shares 237,093 $7.3M 0.04% -560 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: 79,520 shares; 2024Q4: 79,561 shares; 2025Q1: 79,401 shares; 2025Q2: 61,130 shares; 2025Q3: 59,549 shares; 2025Q4: 58,497 shares; 2026Q1: 51,026 shares 51,026 $7.26M 0.04% -7,471 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: 36,865 shares; 2024Q4: 39,331 shares; 2025Q1: 87,556 shares; 2025Q2: 91,909 shares; 2025Q3: 271,715 shares; 2025Q4: 348,644 shares; 2026Q1: 102,773 shares 102,773 $7.25M 0.04% -245,871 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,377 shares; 2024Q4: 45,960 shares; 2025Q1: 70,421 shares; 2025Q2: 76,715 shares; 2025Q3: 75,639 shares; 2025Q4: 104,878 shares; 2026Q1: 114,528 shares 114,528 $7.19M 0.04% +9,650 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 949 shares; 2025Q1: 104,651 shares; 2025Q2: 111,903 shares; 2025Q3: 128,987 shares; 2025Q4: 119,833 shares; 2026Q1: 140,907 shares 140,907 $7.15M 0.04% +21,074 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: 18,517 shares; 2024Q4: 19,532 shares; 2025Q1: 20,231 shares; 2025Q2: 20,271 shares; 2025Q3: 21,077 shares; 2025Q4: 20,437 shares; 2026Q1: 24,796 shares 24,796 $7.12M 0.04% +4,359 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 75,813 shares; 2026Q1: 103,298 shares 103,298 $7.07M 0.04% +27,485 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: 129,148 shares; 2024Q4: 123,413 shares; 2025Q1: 115,878 shares; 2025Q2: 108,975 shares; 2025Q3: 153,541 shares; 2025Q4: 149,719 shares; 2026Q1: 159,277 shares 159,277 $7.03M 0.04% +9,558 Timeline EZM 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: 101,090 shares; 2024Q4: 102,023 shares; 2025Q1: 104,832 shares; 2025Q2: 119,509 shares; 2025Q3: 122,549 shares; 2025Q4: 104,366 shares; 2026Q1: 104,497 shares 104,497 $7.02M 0.04% +131 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: 32,764 shares; 2024Q4: 33,372 shares; 2025Q1: 30,824 shares; 2025Q2: 79,329 shares; 2025Q3: 29,964 shares; 2025Q4: 28,256 shares; 2026Q1: 28,645 shares 28,645 $6.96M 0.04% +389 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 36,830 shares; 2025Q1: 72,168 shares; 2025Q2: 90,274 shares; 2025Q3: 138,992 shares; 2025Q4: 168,404 shares; 2026Q1: 177,234 shares 177,234 $6.96M 0.04% +8,830 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,548 shares; 2024Q4: 83,484 shares; 2025Q1: 66,062 shares; 2025Q2: 72,930 shares; 2025Q3: 93,330 shares; 2025Q4: 93,918 shares; 2026Q1: 73,183 shares 73,183 $6.95M 0.04% -20,735 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,185 shares; 2024Q4: 44,324 shares; 2025Q1: 43,585 shares; 2025Q2: 47,199 shares; 2025Q3: 52,474 shares; 2025Q4: 54,261 shares; 2026Q1: 45,438 shares 45,438 $6.94M 0.04% -8,823 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,953 shares; 2025Q3: 14,400 shares; 2025Q4: 14,718 shares; 2026Q1: 413,413 shares 413,413 $6.93M 0.04% +398,695 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,378 shares; 2025Q1: 50,759 shares; 2025Q2: 53,032 shares; 2025Q3: 56,965 shares; 2025Q4: 61,294 shares; 2026Q1: 57,364 shares 57,364 $6.89M 0.04% -3,930 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,928 shares; 2024Q4: 78,777 shares; 2025Q1: 77,933 shares; 2025Q2: 117,733 shares; 2025Q3: 122,519 shares; 2025Q4: 125,140 shares; 2026Q1: 111,333 shares 111,333 $6.86M 0.03% -13,807 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 7,155 shares; 2025Q1: 3,422 shares; 2025Q2: 5,271 shares; 2025Q3: 4,317 shares; 2025Q4: 4,313 shares; 2026Q1: 151,732 shares 151,732 $6.86M 0.03% +147,419 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 357 shares; 2025Q3: 360 shares; 2025Q4: 359 shares; 2026Q1: 9,371 shares 9,371 $6.84M 0.03% +9,012 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 647 shares; 2025Q2: 7,829 shares; 2025Q3: 200,762 shares; 2025Q4: 216,128 shares; 2026Q1: 226,905 shares 226,905 $6.76M 0.03% +10,777 Timeline GXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,789 shares; 2025Q3: 213,755 shares; 2025Q4: 74,208 shares; 2026Q1: 71,964 shares 71,964 $6.7M 0.03% -2,244 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,860 shares; 2024Q4: 72,827 shares; 2025Q1: 57,204 shares; 2025Q2: 64,212 shares; 2025Q3: 78,450 shares; 2025Q4: 70,894 shares; 2026Q1: 77,315 shares 77,315 $6.59M 0.03% +6,421 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: 18,219 shares; 2024Q4: 21,265 shares; 2025Q1: 21,461 shares; 2025Q2: 20,404 shares; 2025Q3: 20,523 shares; 2025Q4: 20,717 shares; 2026Q1: 22,575 shares 22,575 $6.58M 0.03% +1,858 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: 40,568 shares; 2024Q4: 41,020 shares; 2025Q1: 39,977 shares; 2025Q2: 36,305 shares; 2025Q3: 40,944 shares; 2025Q4: 41,368 shares; 2026Q1: 45,258 shares 45,258 $6.57M 0.03% +3,890 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: 3,909 shares; 2025Q1: 8,952 shares; 2025Q2: 12,232 shares; 2025Q3: 21,038 shares; 2025Q4: 82,654 shares; 2026Q1: 129,224 shares 129,224 $6.47M 0.03% +46,570 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $6.46M 0.03% 0 Timeline XTL 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: 24,320 shares; 2024Q4: 11,615 shares; 2025Q1: 11,504 shares; 2025Q2: 11,970 shares; 2025Q3: 30,617 shares; 2025Q4: 31,599 shares; 2026Q1: 34,176 shares 34,176 $6.43M 0.03% +2,577 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,879 shares; 2024Q4: 97,759 shares; 2025Q1: 120,476 shares; 2025Q2: 124,564 shares; 2025Q3: 90,770 shares; 2025Q4: 97,670 shares; 2026Q1: 83,832 shares 83,832 $6.42M 0.03% -13,838 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,632 shares; 2024Q4: 28,320 shares; 2025Q1: 28,366 shares; 2025Q2: 28,998 shares; 2025Q3: 33,947 shares; 2025Q4: 36,382 shares; 2026Q1: 37,939 shares 37,939 $6.41M 0.03% +1,557 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,796 shares; 2025Q3: 154,877 shares; 2025Q4: 164,696 shares; 2026Q1: 176,825 shares 176,825 $6.4M 0.03% +12,129 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: 56,194 shares; 2024Q4: 55,105 shares; 2025Q1: 51,313 shares; 2025Q2: 49,409 shares; 2025Q3: 43,449 shares; 2025Q4: 42,328 shares; 2026Q1: 52,480 shares 52,480 $6.36M 0.03% +10,152 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,189 shares; 2024Q4: 317,542 shares; 2025Q1: 219,082 shares; 2025Q2: 295,834 shares; 2025Q3: 296,752 shares; 2025Q4: 310,409 shares; 2026Q1: 263,780 shares 263,780 $6.28M 0.03% -46,629 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,656 shares; 2024Q4: 123,691 shares; 2025Q1: 125,187 shares; 2025Q2: 167,446 shares; 2025Q3: 180,032 shares; 2025Q4: 207,929 shares; 2026Q1: 210,794 shares 210,794 $6.22M 0.03% +2,865 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: 14,752 shares; 2024Q4: 12,928 shares; 2025Q1: 17,527 shares; 2025Q2: 17,106 shares; 2025Q3: 23,481 shares; 2025Q4: 28,308 shares; 2026Q1: 29,763 shares 29,763 $6.19M 0.03% +1,455 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: 1,527 shares; 2025Q1: 37,654 shares; 2025Q2: 41,486 shares; 2025Q3: 47,171 shares; 2025Q4: 53,644 shares; 2026Q1: 195,749 shares 195,749 $6.18M 0.03% +142,105 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: 52,619 shares; 2024Q4: 260,612 shares; 2025Q1: 71,803 shares; 2025Q2: 67,234 shares; 2025Q3: 76,652 shares; 2025Q4: 76,509 shares; 2026Q1: 134,298 shares 134,298 $6.17M 0.03% +57,789 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: 19,332 shares; 2024Q4: 25,812 shares; 2025Q1: 48,111 shares; 2025Q2: 70,702 shares; 2025Q3: 82,426 shares; 2025Q4: 114,256 shares; 2026Q1: 171,022 shares 171,022 $6.14M 0.03% +56,766 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: 382,155 shares; 2024Q4: 100,177 shares; 2025Q1: 91,352 shares; 2025Q2: 86,431 shares; 2025Q3: 85,351 shares; 2025Q4: 82,020 shares; 2026Q1: 121,980 shares 121,980 $6.14M 0.03% +39,960 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: 19,209 shares; 2024Q4: 22,152 shares; 2025Q1: 22,909 shares; 2025Q2: 32,956 shares; 2025Q3: 34,551 shares; 2025Q4: 34,721 shares; 2026Q1: 33,621 shares 33,621 $6.13M 0.03% -1,100 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: 25,634 shares; 2024Q4: 35,345 shares; 2025Q1: 48,387 shares; 2025Q2: 48,102 shares; 2025Q3: 47,873 shares; 2025Q4: 61,552 shares; 2026Q1: 63,326 shares 63,326 $6.11M 0.03% +1,774 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,971 shares; 2024Q4: 176,513 shares; 2025Q1: 154,541 shares; 2025Q2: 197,955 shares; 2025Q3: 210,407 shares; 2025Q4: 210,151 shares; 2026Q1: 209,551 shares 209,551 $6.1M 0.03% -600 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: 18,586 shares; 2024Q4: 18,349 shares; 2025Q1: 18,789 shares; 2025Q2: 18,762 shares; 2025Q3: 21,880 shares; 2025Q4: 21,668 shares; 2026Q1: 26,066 shares 26,066 $6.1M 0.03% +4,398 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: 30,674 shares 30,674 $6.05M 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,102 shares; 2024Q4: 20,138 shares; 2025Q1: 19,686 shares; 2025Q2: 35,976 shares; 2025Q3: 36,426 shares; 2025Q4: 36,334 shares; 2026Q1: 43,659 shares 43,659 $6.04M 0.03% +7,325 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,645 shares; 2024Q4: 84,945 shares; 2025Q1: 92,740 shares; 2025Q2: 135,474 shares; 2025Q3: 159,271 shares; 2025Q4: 292,809 shares; 2026Q1: 311,060 shares 311,060 $6.04M 0.03% +18,251 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,418 shares; 2025Q1: 6,044 shares; 2025Q2: 6,200 shares; 2025Q3: 7,001 shares; 2025Q4: 7,377 shares; 2026Q1: 6,978 shares 6,978 $6.04M 0.03% -399 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: 57,590 shares; 2024Q4: 63,462 shares; 2025Q1: 67,577 shares; 2025Q2: 82,733 shares; 2025Q3: 81,682 shares; 2025Q4: 97,254 shares; 2026Q1: 118,809 shares 118,809 $6.01M 0.03% +21,555 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: 16,169 shares; 2024Q4: 16,932 shares; 2025Q1: 16,974 shares; 2025Q2: 17,951 shares; 2025Q3: 18,394 shares; 2025Q4: 18,582 shares; 2026Q1: 16,844 shares 16,844 $6M 0.03% -1,738 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: 362,541 shares; 2024Q4: 374,374 shares; 2025Q1: 397,626 shares; 2025Q2: 399,646 shares; 2025Q3: 266,063 shares; 2025Q4: 290,089 shares; 2026Q1: 308,493 shares 308,493 $5.95M 0.03% +18,404 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,587 shares; 2024Q4: 89,805 shares; 2025Q1: 96,700 shares; 2025Q2: 89,793 shares; 2025Q3: 76,222 shares; 2025Q4: 75,973 shares; 2026Q1: 128,026 shares 128,026 $5.91M 0.03% +52,053 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: 99,328 shares; 2024Q4: 94,783 shares; 2025Q1: 105,765 shares; 2025Q2: 112,099 shares; 2025Q3: 127,075 shares; 2025Q4: 123,801 shares; 2026Q1: 111,485 shares 111,485 $5.89M 0.03% -12,316 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,278 shares; 2024Q4: 106,201 shares; 2025Q1: 107,457 shares; 2025Q2: 113,524 shares; 2025Q3: 109,259 shares; 2025Q4: 108,238 shares; 2026Q1: 111,030 shares 111,030 $5.86M 0.03% +2,792 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,199 shares; 2025Q1: 2,237 shares; 2025Q2: 2,679 shares; 2025Q3: 2,869 shares; 2025Q4: 2,906 shares; 2026Q1: 3,057 shares 3,057 $5.85M 0.03% +151 Timeline SCHP 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: 114,625 shares; 2024Q4: 214,353 shares; 2025Q1: 215,594 shares; 2025Q2: 222,649 shares; 2025Q3: 224,382 shares; 2025Q4: 226,331 shares; 2026Q1: 218,630 shares 218,630 $5.82M 0.03% -7,701 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: 39,345 shares; 2024Q4: 40,478 shares; 2025Q1: 43,974 shares; 2025Q2: 45,294 shares; 2025Q3: 51,500 shares; 2025Q4: 48,957 shares; 2026Q1: 59,317 shares 59,317 $5.79M 0.03% +10,360 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: 32,007 shares; 2024Q4: 37,342 shares; 2025Q1: 38,446 shares; 2025Q2: 51,565 shares; 2025Q3: 56,399 shares; 2025Q4: 52,924 shares; 2026Q1: 48,835 shares 48,835 $5.79M 0.03% -4,089 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,443 shares; 2024Q4: 20,731 shares; 2025Q1: 238,415 shares; 2025Q2: 277,332 shares; 2025Q3: 326,368 shares; 2025Q4: 335,989 shares; 2026Q1: 423,531 shares 423,531 $5.79M 0.03% +87,542 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,492 shares; 2024Q4: 83,813 shares; 2025Q1: 76,529 shares; 2025Q2: 88,734 shares; 2025Q3: 105,652 shares; 2025Q4: 116,498 shares; 2026Q1: 127,246 shares 127,246 $5.79M 0.03% +10,748 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: 59,903 shares; 2024Q4: 59,060 shares; 2025Q1: 45,352 shares; 2025Q2: 44,512 shares; 2025Q3: 49,339 shares; 2025Q4: 32,911 shares; 2026Q1: 32,061 shares 32,061 $5.78M 0.03% -850 Timeline BFLB EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,038 shares 116,038 $5.78M 0.03% new 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: 29,865 shares; 2024Q4: 28,223 shares; 2025Q1: 38,630 shares; 2025Q2: 35,132 shares; 2025Q3: 43,394 shares; 2025Q4: 34,689 shares; 2026Q1: 41,642 shares 41,642 $5.76M 0.03% +6,953 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,974 shares; 2025Q1: 5,099 shares; 2025Q2: 4,705 shares; 2025Q3: 4,087 shares; 2025Q4: 4,995 shares; 2026Q1: 5,255 shares 5,255 $5.74M 0.03% +260 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,778 shares; 2025Q1: 5,733 shares; 2025Q2: 30,854 shares; 2025Q3: 32,767 shares; 2025Q4: 33,016 shares; 2026Q1: 38,915 shares 38,915 $5.74M 0.03% +5,899 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,382 shares; 2025Q1: 2,990 shares; 2025Q2: 3,345 shares; 2025Q3: 3,417 shares; 2025Q4: 2,973 shares; 2026Q1: 57,076 shares 57,076 $5.74M 0.03% +54,103 Timeline DGS 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: 101,781 shares; 2024Q4: 103,133 shares; 2025Q1: 93,834 shares; 2025Q2: 95,420 shares; 2025Q3: 91,605 shares; 2025Q4: 92,788 shares; 2026Q1: 94,516 shares 94,516 $5.68M 0.03% +1,728 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,360 shares; 2025Q1: 4,534 shares; 2025Q2: 4,489 shares; 2025Q3: 4,535 shares; 2025Q4: 4,730 shares; 2026Q1: 5,204 shares 5,204 $5.68M 0.03% +474 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: 104,169 shares; 2024Q4: 118,005 shares; 2025Q1: 114,202 shares; 2025Q2: 104,527 shares; 2025Q3: 103,284 shares; 2025Q4: 97,373 shares; 2026Q1: 137,878 shares 137,878 $5.66M 0.03% +40,505 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 29,942 shares; 2025Q3: 98,811 shares; 2025Q4: 89,271 shares; 2026Q1: 147,218 shares 147,218 $5.66M 0.03% +57,947 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,502 shares; 2024Q4: 202,662 shares; 2025Q1: 236,021 shares; 2025Q2: 245,290 shares; 2025Q3: 256,532 shares; 2025Q4: 237,698 shares; 2026Q1: 238,612 shares 238,612 $5.65M 0.03% +914 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 8,058 shares; 2025Q1: 8,431 shares; 2025Q2: 12,239 shares; 2025Q3: 12,107 shares; 2025Q4: 11,914 shares; 2026Q1: 14,127 shares 14,127 $5.6M 0.03% +2,213 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,072 shares; 2025Q1: 1,830 shares; 2025Q2: 1,310 shares; 2025Q3: 10,482 shares; 2025Q4: 10,655 shares; 2026Q1: 11,504 shares 11,504 $5.58M 0.03% +849 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,946 shares; 2024Q4: 14,594 shares; 2025Q1: 30,570 shares; 2025Q2: 59,080 shares; 2025Q3: 76,807 shares; 2025Q4: 112,124 shares; 2026Q1: 137,776 shares 137,776 $5.58M 0.03% +25,652 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,381 shares; 2024Q4: 383,226 shares; 2025Q1: 382,020 shares; 2025Q2: 346,068 shares; 2025Q3: 356,115 shares; 2025Q4: 243,139 shares; 2026Q1: 247,188 shares 247,188 $5.54M 0.03% +4,049 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 14,827 shares; 2025Q1: 79,175 shares; 2025Q2: 90,084 shares; 2025Q3: 98,639 shares; 2025Q4: 117,457 shares; 2026Q1: 142,237 shares 142,237 $5.54M 0.03% +24,780 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: 27,853 shares; 2024Q4: 29,576 shares; 2025Q1: 32,082 shares; 2025Q2: 33,461 shares; 2025Q3: 39,898 shares; 2025Q4: 41,057 shares; 2026Q1: 41,902 shares 41,902 $5.54M 0.03% +845 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 90,428 shares; 2026Q1: 94,473 shares 94,473 $5.51M 0.03% +4,045 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,798 shares; 2024Q4: 38,811 shares; 2025Q1: 43,982 shares; 2025Q2: 39,083 shares; 2025Q3: 33,942 shares; 2025Q4: 39,752 shares; 2026Q1: 108,710 shares 108,710 $5.51M 0.03% +68,958 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: 1,880 shares; 2024Q4: 13,941 shares; 2025Q1: 20,586 shares; 2025Q2: 15,755 shares; 2025Q3: 38,344 shares; 2025Q4: 39,583 shares; 2026Q1: 46,229 shares 46,229 $5.48M 0.03% +6,646 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,821 shares; 2024Q4: 117,091 shares; 2025Q1: 105,973 shares; 2025Q2: 108,237 shares; 2025Q3: 107,218 shares; 2025Q4: 114,547 shares; 2026Q1: 112,760 shares 112,760 $5.46M 0.03% -1,787 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,699 shares; 2024Q4: 101,212 shares; 2025Q1: 113,792 shares; 2025Q2: 159,074 shares; 2025Q3: 162,016 shares; 2025Q4: 164,474 shares; 2026Q1: 118,418 shares 118,418 $5.46M 0.03% -46,056 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: 27,214 shares; 2024Q4: 31,559 shares; 2025Q1: 31,582 shares; 2025Q2: 30,668 shares; 2025Q3: 30,488 shares; 2025Q4: 28,924 shares; 2026Q1: 31,608 shares 31,608 $5.45M 0.03% +2,684 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 15,103 shares; 2025Q1: 8,647 shares; 2025Q2: 24,482 shares; 2025Q3: 33,583 shares; 2025Q4: 33,160 shares; 2026Q1: 56,270 shares 56,270 $5.45M 0.03% +23,110 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 6,822 shares; 2025Q1: 6,287 shares; 2025Q2: 6,108 shares; 2025Q3: 6,113 shares; 2025Q4: 5,999 shares; 2026Q1: 138,134 shares 138,134 $5.45M 0.03% +132,135 Timeline BJAN 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: 244 shares; 2024Q4: 1,076 shares; 2025Q1: 96,419 shares; 2025Q2: 97,227 shares; 2025Q3: 97,090 shares; 2025Q4: 88,727 shares; 2026Q1: 101,980 shares 101,980 $5.44M 0.03% +13,253 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,608 shares; 2025Q3: 11,160 shares; 2025Q4: 12,166 shares; 2026Q1: 121,918 shares 121,918 $5.43M 0.03% +109,752 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: 53,516 shares; 2024Q4: 54,376 shares; 2025Q1: 54,726 shares; 2025Q2: 54,190 shares; 2025Q3: 50,111 shares; 2025Q4: 47,637 shares; 2026Q1: 49,694 shares 49,694 $5.42M 0.03% +2,057 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 11,547 shares; 2025Q1: 35,016 shares; 2025Q2: 37,130 shares; 2025Q3: 41,773 shares; 2025Q4: 35,225 shares; 2026Q1: 30,117 shares 30,117 $5.42M 0.03% -5,108 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 20,059 shares; 2025Q2: 127,161 shares; 2025Q3: 153,914 shares; 2025Q4: 151,881 shares; 2026Q1: 174,803 shares 174,803 $5.42M 0.03% +22,922 Timeline CGW 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: 79,812 shares; 2024Q4: 80,497 shares; 2025Q1: 81,761 shares; 2025Q2: 83,171 shares; 2025Q3: 83,874 shares; 2025Q4: 83,035 shares; 2026Q1: 84,768 shares 84,768 $5.42M 0.03% +1,733 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: 70 shares; 2024Q4: 77 shares; 2025Q1: 81 shares; 2025Q2: 78 shares; 2025Q3: 65 shares; 2025Q4: 61 shares; 2026Q1: 2,867 shares 2,867 $5.4M 0.03% +2,806 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 38,435 shares; 2025Q1: 39,184 shares; 2025Q2: 42,145 shares; 2025Q3: 44,999 shares; 2025Q4: 27,233 shares; 2026Q1: 31,061 shares 31,061 $5.39M 0.03% +3,828 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,185 shares; 2024Q4: 47,216 shares; 2025Q1: 46,872 shares; 2025Q2: 47,680 shares; 2025Q3: 55,011 shares; 2025Q4: 53,509 shares; 2026Q1: 54,476 shares 54,476 $5.33M 0.03% +967 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,257 shares; 2024Q4: 228,622 shares; 2025Q1: 233,676 shares; 2025Q2: 205,614 shares; 2025Q3: 202,779 shares; 2025Q4: 189,883 shares; 2026Q1: 165,893 shares 165,893 $5.31M 0.03% -23,990 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,637 shares; 2024Q4: 35,206 shares; 2025Q1: 33,901 shares; 2025Q2: 31,065 shares; 2025Q3: 30,175 shares; 2025Q4: 30,691 shares; 2026Q1: 31,371 shares 31,371 $5.29M 0.03% +680 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 115,457 shares; 2025Q1: 123,143 shares; 2025Q2: 125,512 shares; 2025Q3: 122,057 shares; 2025Q4: 111,739 shares; 2026Q1: 114,558 shares 114,558 $5.25M 0.03% +2,819 Timeline