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: 7,367,344 shares; 2024Q4: 7,273,395 shares; 2025Q1: 7,121,685 shares; 2025Q2: 6,942,139 shares; 2025Q3: 6,929,394 shares; 2025Q4: 7,006,744 shares; 2026Q1: 6,988,930 shares 6,988,930 $4.57B 6.16% -17,814 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: 3,353,597 shares; 2024Q4: 3,314,168 shares; 2025Q1: 3,235,615 shares; 2025Q2: 3,216,626 shares; 2025Q3: 3,189,091 shares; 2025Q4: 3,128,634 shares; 2026Q1: 3,149,164 shares 3,149,164 $2.05B 2.77% +20,530 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,354,506 shares; 2024Q4: 9,509,862 shares; 2025Q1: 9,790,107 shares; 2025Q2: 10,052,035 shares; 2025Q3: 10,232,709 shares; 2025Q4: 10,033,502 shares; 2026Q1: 10,098,394 shares 10,098,394 $1.76B 2.38% +64,892 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: 7,090,708 shares; 2024Q4: 7,303,847 shares; 2025Q1: 6,840,730 shares; 2025Q2: 6,836,934 shares; 2025Q3: 7,031,344 shares; 2025Q4: 6,841,318 shares; 2026Q1: 6,858,756 shares 6,858,756 $1.74B 2.35% +17,438 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: 7,251,659 shares; 2024Q4: 8,877,878 shares; 2025Q1: 10,883,707 shares; 2025Q2: 15,245,913 shares; 2025Q3: 16,324,111 shares; 2025Q4: 17,557,183 shares; 2026Q1: 19,125,357 shares 19,125,357 $1.73B 2.34% +1,568,174 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: 65,412,885 shares; 2024Q4: 66,956,719 shares; 2025Q1: 69,572,378 shares; 2025Q2: 69,120,041 shares; 2025Q3: 68,704,223 shares; 2025Q4: 71,006,495 shares; 2026Q1: 75,290,882 shares 75,290,882 $1.72B 2.33% +4,284,387 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: 4,194,319 shares; 2024Q4: 4,199,619 shares; 2025Q1: 4,174,002 shares; 2025Q2: 4,211,244 shares; 2025Q3: 4,260,123 shares; 2025Q4: 4,276,821 shares; 2026Q1: 4,269,343 shares 4,269,343 $1.58B 2.13% -7,478 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: 16,150,710 shares; 2024Q4: 15,715,945 shares; 2025Q1: 15,561,329 shares; 2025Q2: 15,402,656 shares; 2025Q3: 15,224,649 shares; 2025Q4: 15,046,016 shares; 2026Q1: 14,910,034 shares 14,910,034 $1.13B 1.53% -135,982 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: 3,604,470 shares; 2024Q4: 3,581,536 shares; 2025Q1: 3,611,862 shares; 2025Q2: 3,626,927 shares; 2025Q3: 3,637,658 shares; 2025Q4: 3,620,244 shares; 2026Q1: 3,754,499 shares 3,754,499 $1.08B 1.45% +134,255 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: 2,857,873 shares; 2024Q4: 2,870,965 shares; 2025Q1: 2,881,064 shares; 2025Q2: 2,896,798 shares; 2025Q3: 2,934,553 shares; 2025Q4: 3,006,468 shares; 2026Q1: 3,108,545 shares 3,108,545 $914M 1.23% +102,077 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114,275 shares; 2024Q4: 4,190,147 shares; 2025Q1: 4,247,163 shares; 2025Q2: 4,387,901 shares; 2025Q3: 4,376,595 shares; 2025Q4: 4,398,002 shares; 2026Q1: 4,256,979 shares 4,256,979 $887M 1.2% -141,023 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894,337 shares; 2024Q4: 2,915,323 shares; 2025Q1: 2,912,147 shares; 2025Q2: 2,964,271 shares; 2025Q3: 2,896,007 shares; 2025Q4: 2,965,463 shares; 2026Q1: 2,847,705 shares 2,847,705 $881M 1.19% -117,758 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: 2,161,122 shares; 2024Q4: 2,171,569 shares; 2025Q1: 2,141,324 shares; 2025Q2: 2,105,585 shares; 2025Q3: 2,085,034 shares; 2025Q4: 2,088,999 shares; 2026Q1: 2,043,098 shares 2,043,098 $871M 1.18% -45,901 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,562 shares; 2024Q4: 3,627,980 shares; 2025Q1: 4,305,812 shares; 2025Q2: 4,761,420 shares; 2025Q3: 5,360,821 shares; 2025Q4: 6,649,583 shares; 2026Q1: 11,502,715 shares 11,502,715 $802M 1.08% +4,853,132 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: 6,912,098 shares; 2024Q4: 7,108,515 shares; 2025Q1: 6,696,309 shares; 2025Q2: 6,935,731 shares; 2025Q3: 7,327,426 shares; 2025Q4: 7,640,520 shares; 2026Q1: 7,510,131 shares 7,510,131 $746M 1.01% -130,389 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: 2,459,590 shares; 2024Q4: 2,464,564 shares; 2025Q1: 2,489,717 shares; 2025Q2: 2,546,012 shares; 2025Q3: 2,626,794 shares; 2025Q4: 2,599,928 shares; 2026Q1: 2,543,314 shares 2,543,314 $731M 0.99% -56,614 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: 2,059,708 shares; 2024Q4: 2,006,364 shares; 2025Q1: 2,040,819 shares; 2025Q2: 2,032,668 shares; 2025Q3: 2,017,461 shares; 2025Q4: 2,049,157 shares; 2026Q1: 1,134,608 shares 1,134,608 $678M 0.92% -914,549 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: 7,440,033 shares; 2024Q4: 9,339,551 shares; 2025Q1: 10,031,573 shares; 2025Q2: 8,903,842 shares; 2025Q3: 9,425,258 shares; 2025Q4: 9,267,499 shares; 2026Q1: 9,954,225 shares 9,954,225 $672M 0.91% +686,726 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: 2,678,945 shares; 2024Q4: 2,655,289 shares; 2025Q1: 2,700,130 shares; 2025Q2: 2,875,248 shares; 2025Q3: 2,528,778 shares; 2025Q4: 4,674,923 shares; 2026Q1: 4,720,619 shares 4,720,619 $627M 0.85% +45,696 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: 5,185,229 shares; 2024Q4: 4,566,845 shares; 2025Q1: 4,380,352 shares; 2025Q2: 3,294,369 shares; 2025Q3: 2,874,611 shares; 2025Q4: 2,757,713 shares; 2026Q1: 3,200,453 shares 3,200,453 $614M 0.83% +442,740 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: 4,992,636 shares; 2024Q4: 5,140,324 shares; 2025Q1: 3,615,186 shares; 2025Q2: 3,133,113 shares; 2025Q3: 4,074,572 shares; 2025Q4: 4,644,219 shares; 2026Q1: 4,917,393 shares 4,917,393 $611M 0.83% +273,174 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: 1,050,279 shares; 2024Q4: 1,056,968 shares; 2025Q1: 1,050,914 shares; 2025Q2: 1,039,785 shares; 2025Q3: 1,072,428 shares; 2025Q4: 1,056,872 shares; 2026Q1: 999,907 shares 999,907 $577M 0.78% -56,965 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: 7,490,142 shares; 2024Q4: 7,371,788 shares; 2025Q1: 7,673,359 shares; 2025Q2: 9,078,875 shares; 2025Q3: 9,399,697 shares; 2025Q4: 9,966,966 shares; 2026Q1: 10,749,955 shares 10,749,955 $551M 0.74% +782,989 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: 3,878,172 shares; 2024Q4: 3,701,493 shares; 2025Q1: 3,651,852 shares; 2025Q2: 3,648,836 shares; 2025Q3: 3,620,667 shares; 2025Q4: 3,937,384 shares; 2026Q1: 5,779,539 shares 5,779,539 $549M 0.74% +1,842,155 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: 866,054 shares; 2024Q4: 901,242 shares; 2025Q1: 923,935 shares; 2025Q2: 941,299 shares; 2025Q3: 980,892 shares; 2025Q4: 998,921 shares; 2026Q1: 921,296 shares 921,296 $527M 0.71% -77,625 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: 2,187,446 shares; 2024Q4: 2,067,354 shares; 2025Q1: 2,040,849 shares; 2025Q2: 2,181,263 shares; 2025Q3: 2,306,019 shares; 2025Q4: 2,402,270 shares; 2026Q1: 2,404,493 shares 2,404,493 $523M 0.71% +2,223 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: 1,777,541 shares; 2024Q4: 1,582,260 shares; 2025Q1: 1,586,357 shares; 2025Q2: 1,554,159 shares; 2025Q3: 1,953,835 shares; 2025Q4: 2,030,131 shares; 2026Q1: 2,044,092 shares 2,044,092 $500M 0.67% +13,961 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: 7,980,573 shares; 2024Q4: 10,021,492 shares; 2025Q1: 10,215,310 shares; 2025Q2: 8,120,889 shares; 2025Q3: 8,124,031 shares; 2025Q4: 9,983,743 shares; 2026Q1: 9,792,228 shares 9,792,228 $483M 0.65% -191,515 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596,599 shares; 2024Q4: 1,597,417 shares; 2025Q1: 1,583,777 shares; 2025Q2: 1,568,196 shares; 2025Q3: 1,568,028 shares; 2025Q4: 1,561,123 shares; 2026Q1: 1,566,936 shares 1,566,936 $474M 0.64% +5,813 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: 3,014,465 shares; 2024Q4: 2,999,330 shares; 2025Q1: 3,050,713 shares; 2025Q2: 3,235,790 shares; 2025Q3: 3,322,739 shares; 2025Q4: 2,608,888 shares; 2026Q1: 2,405,835 shares 2,405,835 $472M 0.64% -203,053 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: 3,952,064 shares; 2024Q4: 3,907,496 shares; 2025Q1: 3,869,302 shares; 2025Q2: 3,793,235 shares; 2025Q3: 3,803,357 shares; 2025Q4: 3,848,857 shares; 2026Q1: 3,785,445 shares 3,785,445 $470M 0.64% -63,412 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: 3,238,203 shares; 2024Q4: 3,372,742 shares; 2025Q1: 3,292,866 shares; 2025Q2: 3,482,235 shares; 2025Q3: 4,083,475 shares; 2025Q4: 4,253,168 shares; 2026Q1: 4,775,989 shares 4,775,989 $464M 0.63% +522,821 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: 2,202,074 shares; 2024Q4: 2,501,354 shares; 2025Q1: 2,300,795 shares; 2025Q2: 2,258,411 shares; 2025Q3: 2,238,926 shares; 2025Q4: 2,344,574 shares; 2026Q1: 2,161,770 shares 2,161,770 $462M 0.62% -182,804 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: 2,652,851 shares; 2024Q4: 4,160,293 shares; 2025Q1: 4,797,591 shares; 2025Q2: 5,490,435 shares; 2025Q3: 5,814,190 shares; 2025Q4: 5,904,081 shares; 2026Q1: 5,217,656 shares 5,217,656 $460M 0.62% -686,425 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: 1,016,447 shares; 2024Q4: 984,103 shares; 2025Q1: 991,751 shares; 2025Q2: 1,030,654 shares; 2025Q3: 1,055,272 shares; 2025Q4: 1,078,000 shares; 2026Q1: 1,037,216 shares 1,037,216 $453M 0.61% -40,784 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: 2,242,013 shares; 2024Q4: 2,241,341 shares; 2025Q1: 2,216,138 shares; 2025Q2: 2,225,104 shares; 2025Q3: 2,261,976 shares; 2025Q4: 2,315,021 shares; 2026Q1: 2,345,547 shares 2,345,547 $452M 0.61% +30,526 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,524 shares; 2024Q4: 46,414 shares; 2025Q1: 44,910 shares; 2025Q2: 44,950 shares; 2025Q3: 4,756,043 shares; 2025Q4: 4,754,512 shares; 2026Q1: 4,745,799 shares 4,745,799 $430M 0.58% -8,713 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: 2,127,950 shares; 2024Q4: 2,310,264 shares; 2025Q1: 2,385,017 shares; 2025Q2: 2,369,649 shares; 2025Q3: 2,407,416 shares; 2025Q4: 2,476,887 shares; 2026Q1: 2,522,798 shares 2,522,798 $417M 0.56% +45,911 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: 1,479,960 shares; 2024Q4: 1,489,162 shares; 2025Q1: 1,028,282 shares; 2025Q2: 986,273 shares; 2025Q3: 973,716 shares; 2025Q4: 905,519 shares; 2026Q1: 1,290,000 shares 1,290,000 $410M 0.55% +384,481 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: 3,612,734 shares; 2024Q4: 3,674,764 shares; 2025Q1: 4,075,565 shares; 2025Q2: 3,954,909 shares; 2025Q3: 4,194,401 shares; 2025Q4: 4,180,346 shares; 2026Q1: 4,177,265 shares 4,177,265 $406M 0.55% -3,081 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: 2,597,350 shares; 2024Q4: 2,644,855 shares; 2025Q1: 2,553,516 shares; 2025Q2: 3,734,466 shares; 2025Q3: 3,577,512 shares; 2025Q4: 3,510,771 shares; 2026Q1: 3,501,759 shares 3,501,759 $388M 0.52% -9,012 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: 2,034,596 shares; 2024Q4: 2,458,278 shares; 2025Q1: 3,507,169 shares; 2025Q2: 3,747,086 shares; 2025Q3: 4,035,642 shares; 2025Q4: 4,311,098 shares; 2026Q1: 4,896,565 shares 4,896,565 $380M 0.51% +585,467 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: 430,176 shares; 2025Q1: 393,839 shares; 2025Q2: 763,628 shares; 2025Q3: 1,676,637 shares; 2025Q4: 1,791,976 shares; 2026Q1: 1,712,540 shares 1,712,540 $366M 0.49% -79,436 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: 2,225,245 shares; 2024Q4: 2,212,933 shares; 2025Q1: 2,224,293 shares; 2025Q2: 2,192,670 shares; 2025Q3: 2,192,096 shares; 2025Q4: 2,161,324 shares; 2026Q1: 2,028,907 shares 2,028,907 $344M 0.46% -132,417 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: 2,821,570 shares; 2024Q4: 3,093,349 shares; 2025Q1: 3,125,405 shares; 2025Q2: 3,087,466 shares; 2025Q3: 2,388,993 shares; 2025Q4: 2,279,806 shares; 2026Q1: 2,323,059 shares 2,323,059 $341M 0.46% +43,253 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: 359,674 shares; 2024Q4: 366,786 shares; 2025Q1: 372,003 shares; 2025Q2: 377,078 shares; 2025Q3: 357,383 shares; 2025Q4: 366,767 shares; 2026Q1: 369,521 shares 369,521 $340M 0.46% +2,754 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: 1,254,373 shares; 2024Q4: 1,179,195 shares; 2025Q1: 1,122,619 shares; 2025Q2: 1,091,505 shares; 2025Q3: 1,095,113 shares; 2025Q4: 1,052,118 shares; 2026Q1: 1,020,000 shares 1,020,000 $335M 0.45% -32,118 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: 236,401 shares; 2024Q4: 228,068 shares; 2025Q1: 231,179 shares; 2025Q2: 237,789 shares; 2025Q3: 220,873 shares; 2025Q4: 229,507 shares; 2026Q1: 224,169 shares 224,169 $330M 0.45% -5,338 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: 691,812 shares; 2024Q4: 708,797 shares; 2025Q1: 711,302 shares; 2025Q2: 742,840 shares; 2025Q3: 760,286 shares; 2025Q4: 778,386 shares; 2026Q1: 808,931 shares 808,931 $301M 0.41% +30,545 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: 1,401,967 shares; 2024Q4: 1,454,819 shares; 2025Q1: 1,306,687 shares; 2025Q2: 1,203,829 shares; 2025Q3: 1,363,817 shares; 2025Q4: 1,259,829 shares; 2026Q1: 1,182,855 shares 1,182,855 $293M 0.4% -76,974 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: 734,357 shares; 2024Q4: 698,407 shares; 2025Q1: 695,889 shares; 2025Q2: 682,343 shares; 2025Q3: 680,409 shares; 2025Q4: 642,101 shares; 2026Q1: 606,871 shares 606,871 $291M 0.39% -35,230 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: 312,996 shares; 2024Q4: 308,539 shares; 2025Q1: 312,824 shares; 2025Q2: 311,828 shares; 2025Q3: 315,311 shares; 2025Q4: 290,254 shares; 2026Q1: 289,081 shares 289,081 $288M 0.39% -1,173 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609,504 shares; 2024Q4: 1,645,689 shares; 2025Q1: 1,583,256 shares; 2025Q2: 1,397,687 shares; 2025Q3: 1,403,222 shares; 2025Q4: 1,368,610 shares; 2026Q1: 1,356,222 shares 1,356,222 $281M 0.38% -12,388 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: 1,776,293 shares; 2024Q4: 1,875,667 shares; 2025Q1: 1,985,302 shares; 2025Q2: 2,061,235 shares; 2025Q3: 2,140,358 shares; 2025Q4: 2,267,092 shares; 2026Q1: 2,352,077 shares 2,352,077 $279M 0.38% +84,985 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: 461,651 shares; 2024Q4: 479,857 shares; 2025Q1: 482,432 shares; 2025Q2: 472,205 shares; 2025Q3: 478,781 shares; 2025Q4: 485,010 shares; 2026Q1: 492,355 shares 492,355 $270M 0.36% +7,345 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117,388 shares; 2024Q4: 1,132,634 shares; 2025Q1: 1,156,136 shares; 2025Q2: 1,188,390 shares; 2025Q3: 1,202,894 shares; 2025Q4: 1,242,483 shares; 2026Q1: 1,287,094 shares 1,287,094 $268M 0.36% +44,611 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: 3,460,795 shares; 2024Q4: 3,347,801 shares; 2025Q1: 2,136,260 shares; 2025Q2: 1,793,715 shares; 2025Q3: 1,653,142 shares; 2025Q4: 2,048,821 shares; 2026Q1: 2,221,085 shares 2,221,085 $267M 0.36% +172,264 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: 1,011,423 shares; 2024Q4: 2,072,950 shares; 2025Q1: 2,218,180 shares; 2025Q2: 2,132,486 shares; 2025Q3: 2,238,696 shares; 2025Q4: 2,439,479 shares; 2026Q1: 2,376,207 shares 2,376,207 $267M 0.36% -63,272 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: 942,060 shares; 2024Q4: 942,161 shares; 2025Q1: 968,061 shares; 2025Q2: 974,913 shares; 2025Q3: 985,992 shares; 2025Q4: 1,016,071 shares; 2026Q1: 1,087,484 shares 1,087,484 $264M 0.36% +71,413 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: 2,440,604 shares; 2024Q4: 2,623,849 shares; 2025Q1: 2,811,359 shares; 2025Q2: 3,342,537 shares; 2025Q3: 3,456,215 shares; 2025Q4: 3,876,842 shares; 2026Q1: 4,110,119 shares 4,110,119 $263M 0.36% +233,277 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,120 shares; 2024Q4: 829,030 shares; 2025Q1: 874,538 shares; 2025Q2: 877,796 shares; 2025Q3: 912,426 shares; 2025Q4: 992,463 shares; 2026Q1: 1,047,666 shares 1,047,666 $263M 0.35% +55,203 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806,714 shares; 2024Q4: 1,795,693 shares; 2025Q1: 1,830,296 shares; 2025Q2: 1,812,958 shares; 2025Q3: 1,772,175 shares; 2025Q4: 1,804,248 shares; 2026Q1: 1,783,538 shares 1,783,538 $262M 0.35% -20,710 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: 584,466 shares; 2024Q4: 632,766 shares; 2025Q1: 685,224 shares; 2025Q2: 722,572 shares; 2025Q3: 749,536 shares; 2025Q4: 725,519 shares; 2026Q1: 810,869 shares 810,869 $260M 0.35% +85,350 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: 275,675 shares; 2024Q4: 276,710 shares; 2025Q1: 270,265 shares; 2025Q2: 2,059,594 shares; 2025Q3: 2,409,738 shares; 2025Q4: 2,662,065 shares; 2026Q1: 2,575,653 shares 2,575,653 $252M 0.34% -86,412 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: 2,480,734 shares; 2024Q4: 2,753,151 shares; 2025Q1: 2,749,051 shares; 2025Q2: 2,626,738 shares; 2025Q3: 2,853,959 shares; 2025Q4: 3,006,317 shares; 2026Q1: 3,042,764 shares 3,042,764 $249M 0.34% +36,447 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: 583,780 shares; 2024Q4: 551,235 shares; 2025Q1: 534,782 shares; 2025Q2: 551,008 shares; 2025Q3: 570,557 shares; 2025Q4: 588,902 shares; 2026Q1: 690,956 shares 690,956 $247M 0.33% +102,054 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: 490,422 shares; 2024Q4: 519,835 shares; 2025Q1: 576,278 shares; 2025Q2: 571,845 shares; 2025Q3: 583,915 shares; 2025Q4: 600,942 shares; 2026Q1: 574,274 shares 574,274 $247M 0.33% -26,668 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: 843,497 shares; 2024Q4: 1,156,370 shares; 2025Q1: 2,125,007 shares; 2025Q2: 2,241,476 shares; 2025Q3: 2,409,915 shares; 2025Q4: 2,508,138 shares; 2026Q1: 2,766,082 shares 2,766,082 $240M 0.32% +257,944 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: 2,360,627 shares; 2024Q4: 2,252,900 shares; 2025Q1: 2,219,734 shares; 2025Q2: 1,874,151 shares; 2025Q3: 1,936,307 shares; 2025Q4: 1,968,623 shares; 2026Q1: 1,995,728 shares 1,995,728 $237M 0.32% +27,105 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: 217,335 shares; 2025Q1: 224,254 shares; 2025Q2: 227,334 shares; 2025Q3: 233,967 shares; 2025Q4: 241,949 shares; 2026Q1: 245,216 shares 245,216 $236M 0.32% +3,267 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789,862 shares; 2024Q4: 1,901,524 shares; 2025Q1: 1,997,544 shares; 2025Q2: 1,959,789 shares; 2025Q3: 1,982,993 shares; 2025Q4: 1,940,619 shares; 2026Q1: 1,954,543 shares 1,954,543 $214M 0.29% +13,924 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: 908,883 shares; 2024Q4: 1,025,344 shares; 2025Q1: 2,178,385 shares; 2025Q2: 2,362,659 shares; 2025Q3: 2,445,692 shares; 2025Q4: 2,560,319 shares; 2026Q1: 2,658,053 shares 2,658,053 $212M 0.29% +97,734 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: 3,014,539 shares; 2024Q4: 3,142,056 shares; 2025Q1: 3,006,133 shares; 2025Q2: 2,995,524 shares; 2025Q3: 3,025,665 shares; 2025Q4: 3,031,436 shares; 2026Q1: 2,937,418 shares 2,937,418 $206M 0.28% -94,018 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: 4,734,312 shares; 2024Q4: 4,559,409 shares; 2025Q1: 4,583,686 shares; 2025Q2: 4,373,735 shares; 2025Q3: 4,869,015 shares; 2025Q4: 4,571,339 shares; 2026Q1: 4,440,501 shares 4,440,501 $204M 0.28% -130,838 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: 1,036,238 shares; 2024Q4: 2,230,934 shares; 2025Q1: 1,454,685 shares; 2025Q2: 2,704,304 shares; 2025Q3: 2,731,659 shares; 2025Q4: 2,783,045 shares; 2026Q1: 2,596,461 shares 2,596,461 $191M 0.26% -186,584 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: 414,156 shares; 2024Q4: 421,463 shares; 2025Q1: 413,274 shares; 2025Q2: 422,069 shares; 2025Q3: 430,907 shares; 2025Q4: 435,189 shares; 2026Q1: 563,660 shares 563,660 $190M 0.26% +128,471 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: 3,506,749 shares; 2024Q4: 2,743,536 shares; 2025Q1: 3,032,043 shares; 2025Q2: 2,663,580 shares; 2025Q3: 2,647,785 shares; 2025Q4: 2,298,612 shares; 2026Q1: 2,303,377 shares 2,303,377 $190M 0.26% +4,765 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: 269,817 shares; 2024Q4: 271,868 shares; 2025Q1: 273,365 shares; 2025Q2: 280,883 shares; 2025Q3: 295,219 shares; 2025Q4: 308,023 shares; 2026Q1: 310,475 shares 310,475 $188M 0.25% +2,452 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: 1,519,970 shares; 2024Q4: 1,197,065 shares; 2025Q1: 1,207,902 shares; 2025Q2: 1,662,888 shares; 2025Q3: 1,683,327 shares; 2025Q4: 1,730,256 shares; 2026Q1: 1,913,814 shares 1,913,814 $183M 0.25% +183,558 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: 1,894,928 shares; 2024Q4: 2,418,074 shares; 2025Q1: 2,823,309 shares; 2025Q2: 2,385,555 shares; 2025Q3: 2,467,254 shares; 2025Q4: 2,645,203 shares; 2026Q1: 2,764,777 shares 2,764,777 $182M 0.25% +119,574 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: 951,787 shares; 2024Q4: 923,630 shares; 2025Q1: 899,372 shares; 2025Q2: 863,502 shares; 2025Q3: 860,215 shares; 2025Q4: 857,525 shares; 2026Q1: 831,224 shares 831,224 $179M 0.24% -26,301 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: 792,665 shares; 2024Q4: 825,382 shares; 2025Q1: 700,714 shares; 2025Q2: 992,574 shares; 2025Q3: 1,340,236 shares; 2025Q4: 1,530,782 shares; 2026Q1: 2,392,672 shares 2,392,672 $178M 0.24% +861,890 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: 257,235 shares; 2024Q4: 262,700 shares; 2025Q1: 194,640 shares; 2025Q2: 188,570 shares; 2025Q3: 186,582 shares; 2025Q4: 1,821,380 shares; 2026Q1: 1,829,693 shares 1,829,693 $176M 0.24% +8,313 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: 5,074,428 shares; 2024Q4: 5,121,320 shares; 2025Q1: 5,317,318 shares; 2025Q2: 5,400,197 shares; 2025Q3: 5,530,712 shares; 2025Q4: 5,694,478 shares; 2026Q1: 5,954,925 shares 5,954,925 $173M 0.23% +260,447 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: 1,261,359 shares; 2024Q4: 1,238,829 shares; 2025Q1: 1,228,527 shares; 2025Q2: 1,215,746 shares; 2025Q3: 1,230,230 shares; 2025Q4: 1,184,778 shares; 2026Q1: 1,190,159 shares 1,190,159 $172M 0.23% +5,381 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: 1,728,772 shares; 2024Q4: 560,680 shares; 2025Q1: 483,604 shares; 2025Q2: 545,820 shares; 2025Q3: 1,888,465 shares; 2025Q4: 3,651,926 shares; 2026Q1: 3,636,324 shares 3,636,324 $167M 0.23% -15,602 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: 1,150,572 shares; 2024Q4: 1,195,080 shares; 2025Q1: 1,149,939 shares; 2025Q2: 1,165,722 shares; 2025Q3: 1,142,768 shares; 2025Q4: 1,135,305 shares; 2026Q1: 1,099,024 shares 1,099,024 $166M 0.22% -36,281 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: 373,389 shares; 2024Q4: 369,823 shares; 2025Q1: 382,390 shares; 2025Q2: 386,523 shares; 2025Q3: 392,953 shares; 2025Q4: 392,462 shares; 2026Q1: 394,855 shares 394,855 $165M 0.22% +2,393 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: 1,082,061 shares; 2024Q4: 1,060,547 shares; 2025Q1: 1,078,616 shares; 2025Q2: 1,072,899 shares; 2025Q3: 1,132,720 shares; 2025Q4: 1,185,160 shares; 2026Q1: 1,215,818 shares 1,215,818 $159M 0.22% +30,658 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: 1,443,123 shares; 2024Q4: 1,301,929 shares; 2025Q1: 1,292,120 shares; 2025Q2: 1,117,671 shares; 2025Q3: 1,105,684 shares; 2025Q4: 1,032,141 shares; 2026Q1: 1,022,738 shares 1,022,738 $159M 0.21% -9,403 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: 148,067 shares; 2024Q4: 153,998 shares; 2025Q1: 160,224 shares; 2025Q2: 166,310 shares; 2025Q3: 170,179 shares; 2025Q4: 174,852 shares; 2026Q1: 177,335 shares 177,335 $159M 0.21% +2,483 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 19,740 shares; 2025Q1: 17,471 shares; 2025Q2: 534,558 shares; 2025Q3: 1,438,958 shares; 2025Q4: 1,847,410 shares; 2026Q1: 1,908,444 shares 1,908,444 $156M 0.21% +61,034 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: 3,231,985 shares; 2024Q4: 2,510,755 shares; 2025Q1: 2,431,752 shares; 2025Q2: 2,411,756 shares; 2025Q3: 2,287,015 shares; 2025Q4: 2,259,439 shares; 2026Q1: 2,066,356 shares 2,066,356 $155M 0.21% -193,083 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: 761,471 shares; 2024Q4: 811,062 shares; 2025Q1: 846,424 shares; 2025Q2: 868,060 shares; 2025Q3: 897,464 shares; 2025Q4: 912,126 shares; 2026Q1: 635,205 shares 635,205 $154M 0.21% -276,921 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,136 shares; 2024Q4: 452,883 shares; 2025Q1: 411,838 shares; 2025Q2: 418,739 shares; 2025Q3: 417,587 shares; 2025Q4: 454,079 shares; 2026Q1: 429,657 shares 429,657 $153M 0.21% -24,422 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,754 shares; 2024Q4: 675,528 shares; 2025Q1: 658,090 shares; 2025Q2: 643,700 shares; 2025Q3: 662,209 shares; 2025Q4: 666,334 shares; 2026Q1: 2,155,955 shares 2,155,955 $151M 0.2% +1,489,621 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: 209,442 shares; 2024Q4: 208,226 shares; 2025Q1: 208,786 shares; 2025Q2: 197,084 shares; 2025Q3: 187,875 shares; 2025Q4: 184,480 shares; 2026Q1: 177,602 shares 177,602 $150M 0.2% -6,878 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: 754,121 shares 754,121 $149M 0.2% new 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: 1,627,565 shares; 2024Q4: 1,559,756 shares; 2025Q1: 1,676,167 shares; 2025Q2: 1,764,224 shares; 2025Q3: 1,859,008 shares; 2025Q4: 1,909,009 shares; 2026Q1: 2,036,334 shares 2,036,334 $148M 0.2% +127,325 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: 215,451 shares; 2024Q4: 210,221 shares; 2025Q1: 216,063 shares; 2025Q2: 212,231 shares; 2025Q3: 214,498 shares; 2025Q4: 211,449 shares; 2026Q1: 209,163 shares 209,163 $148M 0.2% -2,286 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: 1,173,340 shares; 2024Q4: 1,383,420 shares; 2025Q1: 1,131,265 shares; 2025Q2: 1,812,600 shares; 2025Q3: 1,825,854 shares; 2025Q4: 2,066,909 shares; 2026Q1: 1,876,808 shares 1,876,808 $147M 0.2% -190,101 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,515 shares; 2024Q4: 33,704 shares; 2025Q1: 43,719 shares; 2025Q2: 41,527 shares; 2025Q3: 49,733 shares; 2025Q4: 8,109,148 shares; 2026Q1: 9,124,267 shares 9,124,267 $145M 0.2% +1,015,119 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: 744,563 shares; 2024Q4: 771,655 shares; 2025Q1: 769,741 shares; 2025Q2: 798,467 shares; 2025Q3: 832,614 shares; 2025Q4: 887,296 shares; 2026Q1: 941,818 shares 941,818 $144M 0.19% +54,522 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: 660,278 shares; 2024Q4: 648,395 shares; 2025Q1: 646,187 shares; 2025Q2: 629,316 shares; 2025Q3: 471,381 shares; 2025Q4: 434,301 shares; 2026Q1: 407,214 shares 407,214 $143M 0.19% -27,087 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: 3,114,550 shares; 2024Q4: 3,122,045 shares; 2025Q1: 3,015,960 shares; 2025Q2: 2,877,009 shares; 2025Q3: 2,866,415 shares; 2025Q4: 2,886,496 shares; 2026Q1: 2,908,477 shares 2,908,477 $142M 0.19% +21,981 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075,014 shares; 2024Q4: 1,131,477 shares; 2025Q1: 1,267,794 shares; 2025Q2: 1,349,225 shares; 2025Q3: 1,422,988 shares; 2025Q4: 1,455,294 shares; 2026Q1: 1,539,802 shares 1,539,802 $140M 0.19% +84,508 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: 938,967 shares; 2024Q4: 917,669 shares; 2025Q1: 957,836 shares; 2025Q2: 930,504 shares; 2025Q3: 938,746 shares; 2025Q4: 935,150 shares; 2026Q1: 942,329 shares 942,329 $140M 0.19% +7,179 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153,859 shares; 2024Q4: 1,191,099 shares; 2025Q1: 1,229,043 shares; 2025Q2: 1,189,481 shares; 2025Q3: 1,165,761 shares; 2025Q4: 1,169,463 shares; 2026Q1: 1,223,953 shares 1,223,953 $138M 0.19% +54,490 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914,772 shares; 2024Q4: 1,584,861 shares; 2025Q1: 1,582,558 shares; 2025Q2: 1,536,059 shares; 2025Q3: 1,656,815 shares; 2025Q4: 1,701,641 shares; 2026Q1: 1,722,881 shares 1,722,881 $137M 0.18% +21,240 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,463 shares; 2024Q4: 279,156 shares; 2025Q1: 300,837 shares; 2025Q2: 322,020 shares; 2025Q3: 343,238 shares; 2025Q4: 371,086 shares; 2026Q1: 394,883 shares 394,883 $136M 0.18% +23,797 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,862 shares; 2024Q4: 291,535 shares; 2025Q1: 279,009 shares; 2025Q2: 686,303 shares; 2025Q3: 687,855 shares; 2025Q4: 1,926,884 shares; 2026Q1: 2,929,518 shares 2,929,518 $134M 0.18% +1,002,634 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: 534,862 shares; 2024Q4: 537,265 shares; 2025Q1: 562,717 shares; 2025Q2: 534,240 shares; 2025Q3: 567,795 shares; 2025Q4: 480,133 shares; 2026Q1: 463,622 shares 463,622 $133M 0.18% -16,511 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: 1,076,221 shares; 2024Q4: 1,030,992 shares; 2025Q1: 1,043,494 shares; 2025Q2: 1,042,312 shares; 2025Q3: 1,003,549 shares; 2025Q4: 1,032,045 shares; 2026Q1: 1,014,805 shares 1,014,805 $131M 0.18% -17,240 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: 1,131,067 shares; 2024Q4: 1,064,489 shares; 2025Q1: 1,076,627 shares; 2025Q2: 1,124,655 shares; 2025Q3: 1,085,478 shares; 2025Q4: 1,203,860 shares; 2026Q1: 1,190,660 shares 1,190,660 $130M 0.18% -13,200 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002,590 shares; 2024Q4: 1,014,580 shares; 2025Q1: 1,020,447 shares; 2025Q2: 1,203,793 shares; 2025Q3: 1,475,445 shares; 2025Q4: 1,461,212 shares; 2026Q1: 1,370,202 shares 1,370,202 $128M 0.17% -91,010 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,863 shares; 2024Q4: 307,753 shares; 2025Q1: 307,709 shares; 2025Q2: 298,084 shares; 2025Q3: 279,898 shares; 2025Q4: 274,057 shares; 2026Q1: 271,315 shares 271,315 $128M 0.17% -2,742 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: 568,947 shares; 2024Q4: 573,283 shares; 2025Q1: 586,515 shares; 2025Q2: 588,650 shares; 2025Q3: 664,499 shares; 2025Q4: 675,084 shares; 2026Q1: 698,272 shares 698,272 $127M 0.17% +23,188 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: 2,208,369 shares; 2024Q4: 2,249,773 shares; 2025Q1: 2,187,203 shares; 2025Q2: 2,141,027 shares; 2025Q3: 2,300,750 shares; 2025Q4: 2,313,003 shares; 2026Q1: 2,416,319 shares 2,416,319 $127M 0.17% +103,316 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: 278,842 shares; 2024Q4: 274,579 shares; 2025Q1: 271,093 shares; 2025Q2: 270,443 shares; 2025Q3: 252,887 shares; 2025Q4: 246,521 shares; 2026Q1: 252,732 shares 252,732 $126M 0.17% +6,211 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: 1,475,306 shares; 2024Q4: 1,413,727 shares; 2025Q1: 1,342,287 shares; 2025Q2: 1,319,288 shares; 2025Q3: 1,268,231 shares; 2025Q4: 1,244,882 shares; 2026Q1: 1,229,293 shares 1,229,293 $126M 0.17% -15,589 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: 451,043 shares; 2024Q4: 438,775 shares; 2025Q1: 424,463 shares; 2025Q2: 414,801 shares; 2025Q3: 425,185 shares; 2025Q4: 419,993 shares; 2026Q1: 405,231 shares 405,231 $126M 0.17% -14,762 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842,347 shares; 2024Q4: 1,901,708 shares; 2025Q1: 1,830,654 shares; 2025Q2: 1,774,426 shares; 2025Q3: 1,492,813 shares; 2025Q4: 1,409,928 shares; 2026Q1: 1,322,295 shares 1,322,295 $124M 0.17% -87,633 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: 159,085 shares; 2024Q4: 158,789 shares; 2025Q1: 164,912 shares; 2025Q2: 183,335 shares; 2025Q3: 180,383 shares; 2025Q4: 181,490 shares; 2026Q1: 175,592 shares 175,592 $123M 0.17% -5,898 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: 400,298 shares; 2024Q4: 416,107 shares; 2025Q1: 428,572 shares; 2025Q2: 437,180 shares; 2025Q3: 442,929 shares; 2025Q4: 449,882 shares; 2026Q1: 455,140 shares 455,140 $121M 0.16% +5,258 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: 198,039 shares; 2024Q4: 174,479 shares; 2025Q1: 98,015 shares; 2025Q2: 159,278 shares; 2025Q3: 2,016,040 shares; 2025Q4: 1,025,328 shares; 2026Q1: 1,019,059 shares 1,019,059 $121M 0.16% -6,269 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: 778,277 shares; 2024Q4: 842,544 shares; 2025Q1: 972,991 shares; 2025Q2: 1,403,926 shares; 2025Q3: 1,592,895 shares; 2025Q4: 1,626,177 shares; 2026Q1: 1,763,900 shares 1,763,900 $120M 0.16% +137,723 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: 470,656 shares; 2024Q4: 466,523 shares; 2025Q1: 467,325 shares; 2025Q2: 453,404 shares; 2025Q3: 595,182 shares; 2025Q4: 539,296 shares; 2026Q1: 532,111 shares 532,111 $120M 0.16% -7,185 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: 1,669,034 shares; 2024Q4: 1,438,170 shares; 2025Q1: 1,337,118 shares; 2025Q2: 1,274,915 shares; 2025Q3: 1,335,464 shares; 2025Q4: 1,312,588 shares; 2026Q1: 1,369,840 shares 1,369,840 $119M 0.16% +57,252 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: 441,105 shares; 2024Q4: 461,953 shares; 2025Q1: 498,057 shares; 2025Q2: 639,577 shares; 2025Q3: 544,054 shares; 2025Q4: 590,205 shares; 2026Q1: 559,319 shares 559,319 $118M 0.16% -30,886 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: 204,291 shares; 2024Q4: 203,781 shares; 2025Q1: 201,564 shares; 2025Q2: 548,441 shares; 2025Q3: 624,406 shares; 2025Q4: 640,050 shares; 2026Q1: 642,019 shares 642,019 $117M 0.16% +1,969 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: 587,958 shares; 2024Q4: 548,951 shares; 2025Q1: 531,294 shares; 2025Q2: 525,828 shares; 2025Q3: 505,033 shares; 2025Q4: 492,173 shares; 2026Q1: 484,946 shares 484,946 $115M 0.15% -7,227 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,425 shares; 2024Q4: 664,322 shares; 2025Q1: 653,774 shares; 2025Q2: 582,864 shares; 2025Q3: 582,910 shares; 2025Q4: 515,893 shares; 2026Q1: 459,861 shares 459,861 $114M 0.15% -56,032 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: 492,394 shares; 2024Q4: 464,914 shares; 2025Q1: 483,898 shares; 2025Q2: 449,593 shares; 2025Q3: 452,544 shares; 2025Q4: 413,837 shares; 2026Q1: 434,428 shares 434,428 $114M 0.15% +20,591 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: 2,030,970 shares; 2024Q4: 2,214,046 shares; 2025Q1: 2,206,241 shares; 2025Q2: 2,183,614 shares; 2025Q3: 2,307,507 shares; 2025Q4: 2,182,279 shares; 2026Q1: 2,256,576 shares 2,256,576 $114M 0.15% +74,297 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: 148,079 shares; 2024Q4: 144,882 shares; 2025Q1: 181,302 shares; 2025Q2: 236,269 shares; 2025Q3: 225,378 shares; 2025Q4: 213,403 shares; 2026Q1: 200,304 shares 200,304 $113M 0.15% -13,099 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: 38,117 shares; 2024Q4: 52,887 shares; 2025Q1: 45,686 shares; 2025Q2: 28,361 shares; 2025Q3: 27,441 shares; 2025Q4: 642,023 shares; 2026Q1: 666,343 shares 666,343 $113M 0.15% +24,320 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212,627 shares; 2024Q4: 2,082,844 shares; 2025Q1: 3,218,705 shares; 2025Q2: 3,456,782 shares; 2025Q3: 3,645,096 shares; 2025Q4: 2,393,859 shares; 2026Q1: 2,193,426 shares 2,193,426 $110M 0.15% -200,433 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: 1,436,695 shares; 2024Q4: 1,118,094 shares; 2025Q1: 1,218,817 shares; 2025Q2: 1,015,230 shares; 2025Q3: 1,039,548 shares; 2025Q4: 1,025,587 shares; 2026Q1: 1,085,184 shares 1,085,184 $109M 0.15% +59,597 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: 413,154 shares; 2025Q1: 605,262 shares; 2025Q2: 658,251 shares; 2025Q3: 741,735 shares; 2025Q4: 845,404 shares; 2026Q1: 882,765 shares 882,765 $108M 0.15% +37,361 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: 152,650 shares; 2024Q4: 160,818 shares; 2025Q1: 150,896 shares; 2025Q2: 152,589 shares; 2025Q3: 148,854 shares; 2025Q4: 203,145 shares; 2026Q1: 274,507 shares 274,507 $107M 0.14% +71,362 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288,427 shares; 2024Q4: 1,077,031 shares; 2025Q1: 1,052,941 shares; 2025Q2: 1,040,234 shares; 2025Q3: 1,022,021 shares; 2025Q4: 1,013,274 shares; 2026Q1: 1,000,027 shares 1,000,027 $106M 0.14% -13,247 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: 2,439,288 shares; 2024Q4: 2,629,953 shares; 2025Q1: 2,797,009 shares; 2025Q2: 2,371,783 shares; 2025Q3: 2,458,183 shares; 2025Q4: 2,454,383 shares; 2026Q1: 2,653,798 shares 2,653,798 $105M 0.14% +199,415 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: 5,289,659 shares; 2024Q4: 3,061,968 shares; 2025Q1: 3,197,985 shares; 2025Q2: 3,389,965 shares; 2025Q3: 2,825,612 shares; 2025Q4: 907,445 shares; 2026Q1: 1,138,500 shares 1,138,500 $104M 0.14% +231,055 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: 896,287 shares; 2024Q4: 1,177,651 shares; 2025Q1: 915,114 shares; 2025Q2: 902,647 shares; 2025Q3: 890,689 shares; 2025Q4: 954,626 shares; 2026Q1: 980,111 shares 980,111 $104M 0.14% +25,485 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: 877,892 shares; 2024Q4: 854,001 shares; 2025Q1: 831,128 shares; 2025Q2: 810,035 shares; 2025Q3: 747,741 shares; 2025Q4: 737,711 shares; 2026Q1: 709,668 shares 709,668 $104M 0.14% -28,043 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: 947,647 shares; 2024Q4: 950,208 shares; 2025Q1: 999,327 shares; 2025Q2: 1,028,036 shares; 2025Q3: 1,107,860 shares; 2025Q4: 1,233,840 shares; 2026Q1: 1,247,587 shares 1,247,587 $103M 0.14% +13,747 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: 1,252,431 shares; 2024Q4: 1,238,007 shares; 2025Q1: 1,197,706 shares; 2025Q2: 1,173,796 shares; 2025Q3: 1,167,279 shares; 2025Q4: 1,163,310 shares; 2026Q1: 1,091,056 shares 1,091,056 $101M 0.14% -72,254 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: 307,701 shares; 2024Q4: 298,464 shares; 2025Q1: 285,086 shares; 2025Q2: 286,456 shares; 2025Q3: 287,748 shares; 2025Q4: 287,465 shares; 2026Q1: 293,719 shares 293,719 $101M 0.14% +6,254 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: 605,987 shares; 2024Q4: 577,324 shares; 2025Q1: 628,626 shares; 2025Q2: 422,130 shares; 2025Q3: 311,954 shares; 2025Q4: 297,143 shares; 2026Q1: 294,529 shares 294,529 $101M 0.14% -2,614 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: 242,152 shares; 2024Q4: 239,808 shares; 2025Q1: 239,544 shares; 2025Q2: 244,588 shares; 2025Q3: 243,929 shares; 2025Q4: 241,380 shares; 2026Q1: 324,302 shares 324,302 $98.1M 0.13% +82,922 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: 1,153,680 shares; 2024Q4: 3,543,398 shares; 2025Q1: 3,572,321 shares; 2025Q2: 3,761,756 shares; 2025Q3: 3,835,212 shares; 2025Q4: 3,871,578 shares; 2026Q1: 3,179,295 shares 3,179,295 $97.5M 0.13% -692,283 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439,376 shares; 2024Q4: 1,895,191 shares; 2025Q1: 1,878,866 shares; 2025Q2: 1,808,209 shares; 2025Q3: 1,576,824 shares; 2025Q4: 1,618,892 shares; 2026Q1: 1,796,922 shares 1,796,922 $97.1M 0.13% +178,030 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: 657,277 shares; 2024Q4: 631,229 shares; 2025Q1: 602,897 shares; 2025Q2: 599,415 shares; 2025Q3: 561,541 shares; 2025Q4: 565,029 shares; 2026Q1: 579,692 shares 579,692 $95.4M 0.13% +14,663 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,190 shares; 2024Q4: 362,695 shares; 2025Q1: 382,485 shares; 2025Q2: 398,172 shares; 2025Q3: 410,862 shares; 2025Q4: 272,544 shares; 2026Q1: 284,064 shares 284,064 $94.8M 0.13% +11,520 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: 735,700 shares; 2024Q4: 743,593 shares; 2025Q1: 741,561 shares; 2025Q2: 727,119 shares; 2025Q3: 723,601 shares; 2025Q4: 721,838 shares; 2026Q1: 720,319 shares 720,319 $94.3M 0.13% -1,519 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: 739,963 shares; 2024Q4: 766,953 shares; 2025Q1: 751,768 shares; 2025Q2: 739,044 shares; 2025Q3: 701,651 shares; 2025Q4: 938,055 shares; 2026Q1: 971,154 shares 971,154 $93.7M 0.13% +33,099 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883,821 shares; 2024Q4: 914,204 shares; 2025Q1: 955,445 shares; 2025Q2: 972,752 shares; 2025Q3: 1,028,455 shares; 2025Q4: 1,224,130 shares; 2026Q1: 1,208,391 shares 1,208,391 $93.3M 0.13% -15,739 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400,271 shares; 2024Q4: 1,221,767 shares; 2025Q1: 1,202,852 shares; 2025Q2: 1,187,583 shares; 2025Q3: 1,093,535 shares; 2025Q4: 1,003,869 shares; 2026Q1: 964,101 shares 964,101 $92.9M 0.13% -39,768 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: 75,714 shares; 2024Q4: 63,475 shares; 2025Q1: 38,681 shares; 2025Q2: 427,031 shares; 2025Q3: 569,020 shares; 2025Q4: 614,786 shares; 2026Q1: 656,537 shares 656,537 $92.6M 0.13% +41,751 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: 720,253 shares; 2024Q4: 3,006,792 shares; 2025Q1: 3,215,418 shares; 2025Q2: 3,079,130 shares; 2025Q3: 3,215,099 shares; 2025Q4: 3,235,999 shares; 2026Q1: 3,177,852 shares 3,177,852 $92.6M 0.12% -58,147 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: 314,956 shares; 2024Q4: 337,841 shares; 2025Q1: 426,337 shares; 2025Q2: 453,786 shares; 2025Q3: 467,749 shares; 2025Q4: 464,215 shares; 2026Q1: 456,835 shares 456,835 $90.6M 0.12% -7,380 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,118 shares; 2024Q4: 340,176 shares; 2025Q1: 358,242 shares; 2025Q2: 378,892 shares; 2025Q3: 410,573 shares; 2025Q4: 446,708 shares; 2026Q1: 475,524 shares 475,524 $86.7M 0.12% +28,816 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: 320,390 shares; 2024Q4: 673,767 shares; 2025Q1: 769,553 shares; 2025Q2: 758,262 shares; 2025Q3: 777,399 shares; 2025Q4: 793,903 shares; 2026Q1: 539,857 shares 539,857 $86.5M 0.12% -254,046 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: 554,496 shares; 2024Q4: 553,431 shares; 2025Q1: 521,369 shares; 2025Q2: 533,855 shares; 2025Q3: 519,643 shares; 2025Q4: 518,836 shares; 2026Q1: 537,696 shares 537,696 $85.9M 0.12% +18,860 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: 373,512 shares; 2024Q4: 484,264 shares; 2025Q1: 296,769 shares; 2025Q2: 332,853 shares; 2025Q3: 185,547 shares; 2025Q4: 190,005 shares; 2026Q1: 763,679 shares 763,679 $85.1M 0.11% +573,674 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: 156,192 shares; 2024Q4: 153,777 shares; 2025Q1: 164,546 shares; 2025Q2: 268,033 shares; 2025Q3: 347,322 shares; 2025Q4: 353,209 shares; 2026Q1: 356,956 shares 356,956 $82M 0.11% +3,747 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: 710,027 shares; 2024Q4: 709,330 shares; 2025Q1: 1,260,419 shares; 2025Q2: 679,533 shares; 2025Q3: 676,290 shares; 2025Q4: 692,784 shares; 2026Q1: 637,930 shares 637,930 $81.7M 0.11% -54,854 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: 1,524,686 shares; 2024Q4: 1,602,296 shares; 2025Q1: 1,694,412 shares; 2025Q2: 1,612,013 shares; 2025Q3: 1,543,452 shares; 2025Q4: 1,660,550 shares; 2026Q1: 1,760,812 shares 1,760,812 $81.3M 0.11% +100,262 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: 818,932 shares; 2024Q4: 1,025,705 shares; 2025Q1: 1,157,484 shares; 2025Q2: 1,172,718 shares; 2025Q3: 1,272,308 shares; 2025Q4: 1,412,930 shares; 2026Q1: 1,903,169 shares 1,903,169 $81M 0.11% +490,239 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: 107,382 shares; 2024Q4: 110,611 shares; 2025Q1: 193,563 shares; 2025Q2: 192,988 shares; 2025Q3: 188,409 shares; 2025Q4: 173,314 shares; 2026Q1: 162,822 shares 162,822 $80.7M 0.11% -10,492 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: 853,672 shares; 2024Q4: 929,901 shares; 2025Q1: 1,038,871 shares; 2025Q2: 1,154,612 shares; 2025Q3: 1,237,540 shares; 2025Q4: 1,319,555 shares; 2026Q1: 1,306,840 shares 1,306,840 $80M 0.11% -12,715 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: 595,725 shares; 2024Q4: 595,779 shares; 2025Q1: 621,839 shares; 2025Q2: 636,410 shares; 2025Q3: 591,739 shares; 2025Q4: 592,028 shares; 2026Q1: 576,725 shares 576,725 $78.3M 0.11% -15,303 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: 642,171 shares; 2024Q4: 560,757 shares; 2025Q1: 582,107 shares; 2025Q2: 602,743 shares; 2025Q3: 629,076 shares; 2025Q4: 663,857 shares; 2026Q1: 710,518 shares 710,518 $77.5M 0.1% +46,661 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: 480,862 shares; 2024Q4: 567,940 shares; 2025Q1: 515,191 shares; 2025Q2: 537,000 shares; 2025Q3: 529,029 shares; 2025Q4: 513,894 shares; 2026Q1: 528,012 shares 528,012 $77.2M 0.1% +14,118 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: 1,536,785 shares; 2024Q4: 1,597,150 shares; 2025Q1: 1,578,323 shares; 2025Q2: 1,319,046 shares; 2025Q3: 1,291,462 shares; 2025Q4: 1,202,157 shares; 2026Q1: 1,272,131 shares 1,272,131 $77.2M 0.1% +69,974 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: 340,581 shares; 2024Q4: 341,014 shares; 2025Q1: 386,199 shares; 2025Q2: 390,665 shares; 2025Q3: 402,357 shares; 2025Q4: 378,721 shares; 2026Q1: 244,289 shares 244,289 $76.7M 0.1% -134,432 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: 42,997 shares; 2024Q4: 46,211 shares; 2025Q1: 59,901 shares; 2025Q2: 60,378 shares; 2025Q3: 60,657 shares; 2025Q4: 60,521 shares; 2026Q1: 58,072 shares 58,072 $76.7M 0.1% -2,449 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: 344,276 shares; 2024Q4: 143,913 shares; 2025Q1: 53,385 shares; 2025Q2: 33,609 shares; 2025Q3: 45,456 shares; 2025Q4: 41,171 shares; 2026Q1: 1,519,486 shares 1,519,486 $76.5M 0.1% +1,478,315 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: 153,703 shares; 2024Q4: 156,862 shares; 2025Q1: 159,312 shares; 2025Q2: 168,435 shares; 2025Q3: 155,130 shares; 2025Q4: 156,038 shares; 2026Q1: 162,465 shares 162,465 $75.3M 0.1% +6,427 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,301 shares; 2024Q4: 640,088 shares; 2025Q1: 696,314 shares; 2025Q2: 796,712 shares; 2025Q3: 867,293 shares; 2025Q4: 1,382,452 shares; 2026Q1: 1,542,899 shares 1,542,899 $74.1M 0.1% +160,447 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: 28,978 shares; 2024Q4: 29,569 shares; 2025Q1: 30,461 shares; 2025Q2: 31,312 shares; 2025Q3: 31,935 shares; 2025Q4: 29,262 shares; 2026Q1: 17,487 shares 17,487 $73.6M 0.1% -11,775 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,667 shares; 2024Q4: 182,828 shares; 2025Q1: 206,987 shares; 2025Q2: 212,275 shares; 2025Q3: 222,230 shares; 2025Q4: 231,280 shares; 2026Q1: 241,438 shares 241,438 $73.5M 0.1% +10,158 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: 107,371 shares; 2024Q4: 112,677 shares; 2025Q1: 117,384 shares; 2025Q2: 122,839 shares; 2025Q3: 125,891 shares; 2025Q4: 120,928 shares; 2026Q1: 118,348 shares 118,348 $73M 0.1% -2,580 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: 1,336,636 shares; 2024Q4: 1,506,161 shares; 2025Q1: 2,051,310 shares; 2025Q2: 2,179,501 shares; 2025Q3: 2,236,051 shares; 2025Q4: 2,117,437 shares; 2026Q1: 2,158,531 shares 2,158,531 $72.9M 0.1% +41,094 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: 159,950 shares; 2024Q4: 142,112 shares; 2025Q1: 125,445 shares; 2025Q2: 120,448 shares; 2025Q3: 120,145 shares; 2025Q4: 122,358 shares; 2026Q1: 597,942 shares 597,942 $72.5M 0.1% +475,584 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: 252,996 shares; 2024Q4: 283,627 shares; 2025Q1: 276,344 shares; 2025Q2: 257,550 shares; 2025Q3: 259,415 shares; 2025Q4: 281,923 shares; 2026Q1: 277,422 shares 277,422 $71.4M 0.1% -4,501 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: 240,794 shares; 2024Q4: 248,092 shares; 2025Q1: 256,292 shares; 2025Q2: 260,572 shares; 2025Q3: 168,940 shares; 2025Q4: 164,178 shares; 2026Q1: 151,281 shares 151,281 $69.7M 0.09% -12,897 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: 3,258,691 shares; 2024Q4: 2,970,968 shares; 2025Q1: 2,920,254 shares; 2025Q2: 2,894,643 shares; 2025Q3: 2,871,315 shares; 2025Q4: 2,403,874 shares; 2026Q1: 2,470,900 shares 2,470,900 $69.4M 0.09% +67,026 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: 222,577 shares; 2024Q4: 228,334 shares; 2025Q1: 223,657 shares; 2025Q2: 223,564 shares; 2025Q3: 238,255 shares; 2025Q4: 237,149 shares; 2026Q1: 243,411 shares 243,411 $69.1M 0.09% +6,262 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: 314,244 shares; 2024Q4: 290,930 shares; 2025Q1: 291,395 shares; 2025Q2: 319,768 shares; 2025Q3: 327,412 shares; 2025Q4: 327,449 shares; 2026Q1: 344,833 shares 344,833 $68.6M 0.09% +17,384 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,391 shares; 2024Q4: 248,907 shares; 2025Q1: 281,242 shares; 2025Q2: 280,489 shares; 2025Q3: 442,894 shares; 2025Q4: 640,914 shares; 2026Q1: 680,958 shares 680,958 $68.2M 0.09% +40,044 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: 346,638 shares; 2024Q4: 318,865 shares; 2025Q1: 305,850 shares; 2025Q2: 314,614 shares; 2025Q3: 315,591 shares; 2025Q4: 345,048 shares; 2026Q1: 335,282 shares 335,282 $68.2M 0.09% -9,766 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: 44,034 shares; 2024Q4: 66,578 shares; 2025Q1: 72,775 shares; 2025Q2: 58,192 shares; 2025Q3: 64,769 shares; 2025Q4: 207,323 shares; 2026Q1: 271,958 shares 271,958 $68.1M 0.09% +64,635 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: 799,200 shares; 2024Q4: 1,256,992 shares; 2025Q1: 1,022,434 shares; 2025Q2: 987,226 shares; 2025Q3: 1,066,345 shares; 2025Q4: 1,094,346 shares; 2026Q1: 1,279,084 shares 1,279,084 $68.1M 0.09% +184,738 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 19,482 shares; 2025Q1: 19,143 shares; 2025Q2: 18,688 shares; 2025Q3: 19,912 shares; 2025Q4: 399,046 shares; 2026Q1: 461,885 shares 461,885 $68M 0.09% +62,839 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: 68,857 shares; 2024Q4: 75,958 shares; 2025Q1: 74,171 shares; 2025Q2: 78,589 shares; 2025Q3: 77,438 shares; 2025Q4: 79,299 shares; 2026Q1: 77,579 shares 77,579 $67.7M 0.09% -1,720 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: 616,056 shares; 2024Q4: 586,635 shares; 2025Q1: 584,435 shares; 2025Q2: 395,178 shares; 2025Q3: 328,602 shares; 2025Q4: 262,898 shares; 2026Q1: 244,671 shares 244,671 $66.2M 0.09% -18,227 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: 815,623 shares; 2024Q4: 785,216 shares; 2025Q1: 802,305 shares; 2025Q2: 795,021 shares; 2025Q3: 824,635 shares; 2025Q4: 724,276 shares; 2026Q1: 726,827 shares 726,827 $65.1M 0.09% +2,551 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: 71,612 shares; 2024Q4: 70,787 shares; 2025Q1: 73,030 shares; 2025Q2: 74,841 shares; 2025Q3: 72,140 shares; 2025Q4: 73,869 shares; 2026Q1: 74,631 shares 74,631 $64.6M 0.09% +762 Timeline FTRB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,681 shares; 2025Q3: 60,945 shares; 2025Q4: 31,137 shares; 2026Q1: 2,554,700 shares 2,554,700 $64.2M 0.09% +2,523,563 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: 796,510 shares; 2024Q4: 688,965 shares; 2025Q1: 589,767 shares; 2025Q2: 574,711 shares; 2025Q3: 498,329 shares; 2025Q4: 474,898 shares; 2026Q1: 482,748 shares 482,748 $63.7M 0.09% +7,850 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: 432,798 shares; 2024Q4: 434,683 shares; 2025Q1: 429,707 shares; 2025Q2: 433,706 shares; 2025Q3: 430,051 shares; 2025Q4: 439,522 shares; 2026Q1: 437,111 shares 437,111 $63.7M 0.09% -2,411 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,609 shares; 2024Q4: 372,254 shares; 2025Q1: 374,788 shares; 2025Q2: 373,247 shares; 2025Q3: 380,101 shares; 2025Q4: 386,527 shares; 2026Q1: 341,901 shares 341,901 $63M 0.09% -44,626 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: 829,525 shares; 2024Q4: 849,568 shares; 2025Q1: 908,720 shares; 2025Q2: 981,534 shares; 2025Q3: 1,156,980 shares; 2025Q4: 1,211,670 shares; 2026Q1: 1,081,544 shares 1,081,544 $62.9M 0.08% -130,126 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: 864,665 shares; 2024Q4: 919,242 shares; 2025Q1: 999,548 shares; 2025Q2: 1,149,013 shares; 2025Q3: 1,270,273 shares; 2025Q4: 1,343,337 shares; 2026Q1: 1,398,029 shares 1,398,029 $62.7M 0.08% +54,692 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088,018 shares; 2024Q4: 1,112,593 shares; 2025Q1: 991,964 shares; 2025Q2: 1,112,186 shares; 2025Q3: 1,131,010 shares; 2025Q4: 1,108,672 shares; 2026Q1: 1,067,888 shares 1,067,888 $62.5M 0.08% -40,784 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,047 shares; 2024Q4: 192,153 shares; 2025Q1: 205,485 shares; 2025Q2: 208,262 shares; 2025Q3: 209,647 shares; 2025Q4: 206,345 shares; 2026Q1: 204,248 shares 204,248 $61.4M 0.08% -2,097 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: 1,475,122 shares; 2024Q4: 1,376,053 shares; 2025Q1: 1,358,615 shares; 2025Q2: 1,340,817 shares; 2025Q3: 1,318,833 shares; 2025Q4: 1,295,517 shares; 2026Q1: 1,281,757 shares 1,281,757 $60.3M 0.08% -13,760 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: 891,290 shares; 2024Q4: 715,261 shares; 2025Q1: 1,014,955 shares; 2025Q2: 743,105 shares; 2025Q3: 563,566 shares; 2025Q4: 562,788 shares; 2026Q1: 540,099 shares 540,099 $59.6M 0.08% -22,689 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: 179,866 shares; 2024Q4: 165,420 shares; 2025Q1: 175,485 shares; 2025Q2: 341,969 shares; 2025Q3: 427,151 shares; 2025Q4: 477,815 shares; 2026Q1: 585,194 shares 585,194 $58.9M 0.08% +107,379 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: 1,072,860 shares; 2024Q4: 1,192,891 shares; 2025Q1: 1,301,502 shares; 2025Q2: 1,319,368 shares; 2025Q3: 1,327,603 shares; 2025Q4: 1,195,525 shares; 2026Q1: 1,201,943 shares 1,201,943 $58.5M 0.08% +6,418 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,725 shares; 2025Q1: 5,417 shares; 2025Q2: 7,845 shares; 2025Q3: 274,363 shares; 2025Q4: 426,874 shares; 2026Q1: 722,130 shares 722,130 $58.2M 0.08% +295,256 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,779 shares; 2024Q4: 829,665 shares; 2025Q1: 858,957 shares; 2025Q2: 879,137 shares; 2025Q3: 983,816 shares; 2025Q4: 1,039,925 shares; 2026Q1: 1,049,898 shares 1,049,898 $58.1M 0.08% +9,973 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,442 shares; 2024Q4: 380,121 shares; 2025Q1: 359,487 shares; 2025Q2: 354,272 shares; 2025Q3: 326,593 shares; 2025Q4: 313,476 shares; 2026Q1: 305,567 shares 305,567 $57.9M 0.08% -7,909 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 17,834 shares; 2025Q1: 20,026 shares; 2025Q2: 277,707 shares; 2025Q3: 300,681 shares; 2025Q4: 320,597 shares; 2026Q1: 455,275 shares 455,275 $57.3M 0.08% +134,678 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: 368,864 shares; 2024Q4: 346,525 shares; 2025Q1: 304,980 shares; 2025Q2: 320,535 shares; 2025Q3: 348,525 shares; 2025Q4: 337,814 shares; 2026Q1: 353,644 shares 353,644 $57.2M 0.08% +15,830 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: 183,880 shares; 2024Q4: 191,111 shares; 2025Q1: 185,283 shares; 2025Q2: 180,087 shares; 2025Q3: 176,959 shares; 2025Q4: 178,759 shares; 2026Q1: 174,712 shares 174,712 $56.9M 0.08% -4,047 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: 396,438 shares; 2024Q4: 422,598 shares; 2025Q1: 410,351 shares; 2025Q2: 536,640 shares; 2025Q3: 469,609 shares; 2025Q4: 365,583 shares; 2026Q1: 302,143 shares 302,143 $56.4M 0.08% -63,440 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: 705,874 shares; 2024Q4: 818,500 shares; 2025Q1: 891,711 shares; 2025Q2: 1,007,194 shares; 2025Q3: 1,021,923 shares; 2025Q4: 959,489 shares; 2026Q1: 994,375 shares 994,375 $56.4M 0.08% +34,886 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: 692,888 shares; 2024Q4: 731,282 shares; 2025Q1: 1,001,054 shares; 2025Q2: 1,026,698 shares; 2025Q3: 1,090,954 shares; 2025Q4: 1,084,083 shares; 2026Q1: 944,051 shares 944,051 $56.2M 0.08% -140,032 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654,890 shares; 2025Q4: 738,304 shares; 2026Q1: 801,713 shares 801,713 $55.5M 0.07% +63,409 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: 141,461 shares; 2024Q4: 136,648 shares; 2025Q1: 130,229 shares; 2025Q2: 128,267 shares; 2025Q3: 117,437 shares; 2025Q4: 114,171 shares; 2026Q1: 112,556 shares 112,556 $55.3M 0.07% -1,615 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: 634,109 shares; 2024Q4: 589,768 shares; 2025Q1: 560,105 shares; 2025Q2: 545,117 shares; 2025Q3: 491,569 shares; 2025Q4: 831,691 shares; 2026Q1: 895,831 shares 895,831 $54.9M 0.07% +64,140 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: 219,461 shares; 2024Q4: 240,796 shares; 2025Q1: 237,401 shares; 2025Q2: 225,893 shares; 2025Q3: 218,782 shares; 2025Q4: 225,411 shares; 2026Q1: 190,482 shares 190,482 $54.7M 0.07% -34,929 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 28,274 shares; 2025Q1: 28,881 shares; 2025Q2: 289,493 shares; 2025Q3: 284,935 shares; 2025Q4: 283,974 shares; 2026Q1: 284,438 shares 284,438 $54.5M 0.07% +464 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: 225,543 shares; 2024Q4: 230,684 shares; 2025Q1: 221,825 shares; 2025Q2: 203,501 shares; 2025Q3: 214,208 shares; 2025Q4: 227,217 shares; 2026Q1: 248,140 shares 248,140 $53.9M 0.07% +20,923 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: 1,357,325 shares; 2024Q4: 1,365,246 shares; 2025Q1: 1,368,182 shares; 2025Q2: 1,363,594 shares; 2025Q3: 1,348,312 shares; 2025Q4: 1,337,788 shares; 2026Q1: 1,300,726 shares 1,300,726 $53.4M 0.07% -37,062 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: 2,229,183 shares; 2024Q4: 1,967,318 shares; 2025Q1: 1,644,334 shares; 2025Q2: 1,384,220 shares; 2025Q3: 1,368,305 shares; 2025Q4: 1,445,128 shares; 2026Q1: 1,826,287 shares 1,826,287 $53.3M 0.07% +381,159 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: 306,450 shares; 2024Q4: 316,270 shares; 2025Q1: 365,984 shares; 2025Q2: 627,280 shares; 2025Q3: 343,348 shares; 2025Q4: 326,604 shares; 2026Q1: 485,537 shares 485,537 $52.9M 0.07% +158,933 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: 173,726 shares; 2024Q4: 189,568 shares; 2025Q1: 174,652 shares; 2025Q2: 200,898 shares; 2025Q3: 210,570 shares; 2025Q4: 210,797 shares; 2026Q1: 222,614 shares 222,614 $52.9M 0.07% +11,817 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,560 shares; 2025Q1: 30,007 shares; 2025Q2: 34,897 shares; 2025Q3: 396,443 shares; 2025Q4: 428,580 shares; 2026Q1: 757,238 shares 757,238 $52.6M 0.07% +328,658 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,942 shares; 2024Q4: 58,886 shares; 2025Q1: 68,693 shares; 2025Q2: 75,600 shares; 2025Q3: 80,387 shares; 2025Q4: 373,005 shares; 2026Q1: 378,997 shares 378,997 $52.4M 0.07% +5,992 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967,294 shares; 2024Q4: 1,326,162 shares; 2025Q1: 1,235,134 shares; 2025Q2: 1,262,572 shares; 2025Q3: 1,281,747 shares; 2025Q4: 1,166,047 shares; 2026Q1: 1,200,067 shares 1,200,067 $52.3M 0.07% +34,020 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: 1,819,204 shares; 2024Q4: 1,766,481 shares; 2025Q1: 1,747,091 shares; 2025Q2: 1,683,315 shares; 2025Q3: 1,695,783 shares; 2025Q4: 1,712,149 shares; 2026Q1: 1,551,203 shares 1,551,203 $52M 0.07% -160,946 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736,739 shares; 2024Q4: 1,759,697 shares; 2025Q1: 1,811,343 shares; 2025Q2: 1,780,344 shares; 2025Q3: 1,768,022 shares; 2025Q4: 1,822,396 shares; 2026Q1: 1,714,585 shares 1,714,585 $52M 0.07% -107,811 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: 326,235 shares; 2024Q4: 336,402 shares; 2025Q1: 366,630 shares; 2025Q2: 422,307 shares; 2025Q3: 677,137 shares; 2025Q4: 775,009 shares; 2026Q1: 760,144 shares 760,144 $51.8M 0.07% -14,865 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885,624 shares; 2026Q1: 900,153 shares 900,153 $51.3M 0.07% +14,529 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: 695,637 shares; 2024Q4: 663,871 shares; 2025Q1: 569,323 shares; 2025Q2: 571,494 shares; 2025Q3: 571,343 shares; 2025Q4: 568,626 shares; 2026Q1: 551,942 shares 551,942 $51.2M 0.07% -16,684 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: 209,919 shares; 2024Q4: 211,804 shares; 2025Q1: 223,970 shares; 2025Q2: 210,089 shares; 2025Q3: 143,864 shares; 2025Q4: 126,193 shares; 2026Q1: 114,449 shares 114,449 $51.1M 0.07% -11,744 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: 881,673 shares; 2024Q4: 1,030,346 shares; 2025Q1: 1,110,508 shares; 2025Q2: 1,054,300 shares; 2025Q3: 1,031,911 shares; 2025Q4: 1,015,112 shares; 2026Q1: 1,001,873 shares 1,001,873 $51M 0.07% -13,239 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 55,831 shares; 2025Q1: 1,555,564 shares; 2025Q2: 1,730,942 shares; 2025Q3: 1,940,613 shares; 2025Q4: 1,960,511 shares; 2026Q1: 2,099,373 shares 2,099,373 $50.1M 0.07% +138,862 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,553 shares; 2024Q4: 843,989 shares; 2025Q1: 727,066 shares; 2025Q2: 712,470 shares; 2025Q3: 709,268 shares; 2025Q4: 673,331 shares; 2026Q1: 688,729 shares 688,729 $48.8M 0.07% +15,398 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: 375,792 shares; 2024Q4: 341,468 shares; 2025Q1: 314,523 shares; 2025Q2: 302,331 shares; 2025Q3: 294,003 shares; 2025Q4: 260,704 shares; 2026Q1: 240,039 shares 240,039 $48.8M 0.07% -20,665 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,488 shares; 2024Q4: 83,338 shares; 2025Q1: 147,756 shares; 2025Q2: 269,704 shares; 2025Q3: 291,699 shares; 2025Q4: 336,503 shares; 2026Q1: 293,319 shares 293,319 $48.1M 0.07% -43,184 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: 435,315 shares; 2024Q4: 446,539 shares; 2025Q1: 461,308 shares; 2025Q2: 492,923 shares; 2025Q3: 521,266 shares; 2025Q4: 547,116 shares; 2026Q1: 228,590 shares 228,590 $48M 0.06% -318,526 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280,677 shares; 2024Q4: 1,269,023 shares; 2025Q1: 1,087,669 shares; 2025Q2: 1,069,280 shares; 2025Q3: 1,029,340 shares; 2025Q4: 932,673 shares; 2026Q1: 915,610 shares 915,610 $47.6M 0.06% -17,063 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: 408,287 shares; 2024Q4: 455,302 shares; 2025Q1: 474,547 shares; 2025Q2: 481,741 shares; 2025Q3: 494,373 shares; 2025Q4: 345,675 shares; 2026Q1: 470,729 shares 470,729 $47.3M 0.06% +125,054 Timeline UCON 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: 1,812,781 shares; 2024Q4: 1,982,316 shares; 2025Q1: 1,846,940 shares; 2025Q2: 1,899,046 shares; 2025Q3: 1,586,848 shares; 2025Q4: 1,693,691 shares; 2026Q1: 1,907,244 shares 1,907,244 $47.2M 0.06% +213,553 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: 563,373 shares; 2024Q4: 629,406 shares; 2025Q1: 455,652 shares; 2025Q2: 463,911 shares; 2025Q3: 482,160 shares; 2025Q4: 496,559 shares; 2026Q1: 829,517 shares 829,517 $47.1M 0.06% +332,958 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,946 shares; 2024Q4: 581,845 shares; 2025Q1: 705,339 shares; 2025Q2: 845,946 shares; 2025Q3: 910,053 shares; 2025Q4: 917,412 shares; 2026Q1: 947,122 shares 947,122 $46.8M 0.06% +29,710 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: 380,979 shares; 2024Q4: 366,130 shares; 2025Q1: 360,865 shares; 2025Q2: 361,146 shares; 2025Q3: 338,416 shares; 2025Q4: 286,260 shares; 2026Q1: 269,560 shares 269,560 $46.8M 0.06% -16,700 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 8,835 shares; 2025Q1: 5,377 shares; 2025Q2: 21,397 shares; 2025Q3: 6,506 shares; 2025Q4: 8,175 shares; 2026Q1: 791,179 shares 791,179 $46.2M 0.06% +783,004 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: 340,911 shares; 2024Q4: 329,333 shares; 2025Q1: 407,517 shares; 2025Q2: 436,202 shares; 2025Q3: 383,407 shares; 2025Q4: 342,285 shares; 2026Q1: 231,558 shares 231,558 $45.9M 0.06% -110,727 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: 534,633 shares; 2024Q4: 538,745 shares; 2025Q1: 596,183 shares; 2025Q2: 566,757 shares; 2025Q3: 584,072 shares; 2025Q4: 608,150 shares; 2026Q1: 637,626 shares 637,626 $45.9M 0.06% +29,476 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,176 shares; 2024Q4: 159,111 shares; 2025Q1: 150,742 shares; 2025Q2: 138,591 shares; 2025Q3: 131,942 shares; 2025Q4: 117,680 shares; 2026Q1: 102,893 shares 102,893 $45.7M 0.06% -14,787 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,903 shares; 2024Q4: 231,676 shares; 2025Q1: 210,079 shares; 2025Q2: 299,188 shares; 2025Q3: 258,043 shares; 2025Q4: 198,411 shares; 2026Q1: 192,268 shares 192,268 $44.8M 0.06% -6,143 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: 235,338 shares; 2024Q4: 248,568 shares; 2025Q1: 245,436 shares; 2025Q2: 256,758 shares; 2025Q3: 243,235 shares; 2025Q4: 241,151 shares; 2026Q1: 229,572 shares 229,572 $44.6M 0.06% -11,579 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS 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: 1,448,892 shares; 2025Q3: 1,448,892 shares; 2025Q4: 1,448,892 shares; 2026Q1: 1,448,892 shares 1,448,892 $44.3M 0.06% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013,711 shares; 2024Q4: 1,048,152 shares; 2025Q1: 1,131,315 shares; 2025Q2: 761,807 shares; 2025Q3: 716,469 shares; 2025Q4: 704,963 shares; 2026Q1: 704,939 shares 704,939 $44.1M 0.06% -24 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: 652,971 shares; 2024Q4: 329,466 shares; 2025Q1: 320,605 shares; 2025Q2: 510,370 shares; 2025Q3: 483,379 shares; 2025Q4: 431,410 shares; 2026Q1: 401,567 shares 401,567 $44.1M 0.06% -29,843 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: 154,076 shares; 2024Q4: 154,003 shares; 2025Q1: 145,249 shares; 2025Q2: 144,241 shares; 2025Q3: 148,487 shares; 2025Q4: 149,486 shares; 2026Q1: 150,525 shares 150,525 $43.9M 0.06% +1,039 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: 130,540 shares; 2024Q4: 130,407 shares; 2025Q1: 124,401 shares; 2025Q2: 130,680 shares; 2025Q3: 128,207 shares; 2025Q4: 126,964 shares; 2026Q1: 126,251 shares 126,251 $43.6M 0.06% -713 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: 129,983 shares; 2024Q4: 120,219 shares; 2025Q1: 114,933 shares; 2025Q2: 120,646 shares; 2025Q3: 131,122 shares; 2025Q4: 147,588 shares; 2026Q1: 128,790 shares 128,790 $43.5M 0.06% -18,798 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: 587,881 shares; 2024Q4: 838,048 shares; 2025Q1: 705,065 shares; 2025Q2: 699,132 shares; 2025Q3: 784,837 shares; 2025Q4: 761,194 shares; 2026Q1: 866,033 shares 866,033 $43.2M 0.06% +104,839 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: 312,772 shares; 2024Q4: 322,026 shares; 2025Q1: 341,809 shares; 2025Q2: 349,123 shares; 2025Q3: 359,233 shares; 2025Q4: 375,977 shares; 2026Q1: 380,296 shares 380,296 $43.1M 0.06% +4,319 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903,355 shares; 2024Q4: 889,977 shares; 2025Q1: 852,094 shares; 2025Q2: 835,793 shares; 2025Q3: 819,440 shares; 2025Q4: 808,961 shares; 2026Q1: 794,496 shares 794,496 $43M 0.06% -14,465 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: 472,929 shares; 2024Q4: 510,203 shares; 2025Q1: 478,799 shares; 2025Q2: 498,984 shares; 2025Q3: 591,466 shares; 2025Q4: 490,907 shares; 2026Q1: 461,112 shares 461,112 $42.3M 0.06% -29,795 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: 33,430 shares; 2024Q4: 36,735 shares; 2025Q1: 36,421 shares; 2025Q2: 34,306 shares; 2025Q3: 32,545 shares; 2025Q4: 62,398 shares; 2026Q1: 97,368 shares 97,368 $42.3M 0.06% +34,970 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523,323 shares; 2024Q4: 555,419 shares; 2025Q1: 521,696 shares; 2025Q2: 475,846 shares; 2025Q3: 478,644 shares; 2025Q4: 470,710 shares; 2026Q1: 591,800 shares 591,800 $42.1M 0.06% +121,090 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: 327,658 shares; 2024Q4: 272,041 shares; 2025Q1: 297,270 shares; 2025Q2: 318,910 shares; 2025Q3: 327,663 shares; 2025Q4: 335,022 shares; 2026Q1: 318,411 shares 318,411 $42.1M 0.06% -16,611 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,863 shares; 2024Q4: 228,744 shares; 2025Q1: 180,488 shares; 2025Q2: 190,959 shares; 2025Q3: 175,859 shares; 2025Q4: 163,597 shares; 2026Q1: 176,092 shares 176,092 $41.6M 0.06% +12,495 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,006 shares; 2024Q4: 1,776,157 shares; 2025Q1: 1,946,735 shares; 2025Q2: 1,529,675 shares; 2025Q3: 1,581,800 shares; 2025Q4: 1,576,053 shares; 2026Q1: 1,639,622 shares 1,639,622 $41.2M 0.06% +63,569 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: 884,746 shares; 2024Q4: 816,882 shares; 2025Q1: 762,100 shares; 2025Q2: 751,350 shares; 2025Q3: 713,338 shares; 2025Q4: 654,548 shares; 2026Q1: 709,817 shares 709,817 $40.9M 0.06% +55,269 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: 152,890 shares; 2024Q4: 156,950 shares; 2025Q1: 159,700 shares; 2025Q2: 179,125 shares; 2025Q3: 229,015 shares; 2025Q4: 232,863 shares; 2026Q1: 186,144 shares 186,144 $40.7M 0.05% -46,719 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 108,893 shares; 2025Q3: 525,082 shares; 2025Q4: 484,196 shares; 2026Q1: 529,101 shares 529,101 $40M 0.05% +44,905 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,106 shares; 2024Q4: 96,195 shares; 2025Q1: 90,465 shares; 2025Q2: 91,539 shares; 2025Q3: 93,206 shares; 2025Q4: 97,105 shares; 2026Q1: 92,393 shares 92,393 $39.9M 0.05% -4,712 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,640 shares; 2024Q4: 787,795 shares; 2025Q1: 937,620 shares; 2025Q2: 1,092,532 shares; 2025Q3: 1,059,059 shares; 2025Q4: 1,119,138 shares; 2026Q1: 886,262 shares 886,262 $39.6M 0.05% -232,876 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: 335,040 shares; 2024Q4: 306,511 shares; 2025Q1: 326,823 shares; 2025Q2: 326,909 shares; 2025Q3: 323,426 shares; 2025Q4: 308,643 shares; 2026Q1: 289,987 shares 289,987 $39.4M 0.05% -18,656 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: 26,335 shares; 2024Q4: 99,074 shares; 2025Q1: 107,443 shares; 2025Q2: 118,764 shares; 2025Q3: 124,440 shares; 2025Q4: 159,598 shares; 2026Q1: 164,221 shares 164,221 $39.4M 0.05% +4,623 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: 463,060 shares; 2024Q4: 477,878 shares; 2025Q1: 498,949 shares; 2025Q2: 520,520 shares; 2025Q3: 481,167 shares; 2025Q4: 479,905 shares; 2026Q1: 276,243 shares 276,243 $39.3M 0.05% -203,662 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: 456,084 shares; 2024Q4: 561,118 shares; 2025Q1: 501,990 shares; 2025Q2: 550,345 shares; 2025Q3: 612,996 shares; 2025Q4: 831,727 shares; 2026Q1: 757,364 shares 757,364 $39.3M 0.05% -74,363 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: 425,010 shares; 2024Q4: 389,487 shares; 2025Q1: 367,147 shares; 2025Q2: 385,501 shares; 2025Q3: 376,882 shares; 2025Q4: 381,288 shares; 2026Q1: 330,166 shares 330,166 $39.2M 0.05% -51,122 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: 467,244 shares; 2024Q4: 454,027 shares; 2025Q1: 425,800 shares; 2025Q2: 419,267 shares; 2025Q3: 406,954 shares; 2025Q4: 396,643 shares; 2026Q1: 387,348 shares 387,348 $39M 0.05% -9,295 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660,032 shares; 2024Q4: 481,674 shares; 2025Q1: 490,319 shares; 2025Q2: 272,646 shares; 2025Q3: 240,685 shares; 2025Q4: 188,851 shares; 2026Q1: 929,749 shares 929,749 $38.7M 0.05% +740,898 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: 387,110 shares; 2024Q4: 369,735 shares; 2025Q1: 360,175 shares; 2025Q2: 353,123 shares; 2025Q3: 310,337 shares; 2025Q4: 309,940 shares; 2026Q1: 275,866 shares 275,866 $38.4M 0.05% -34,074 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: 569,505 shares; 2024Q4: 569,172 shares; 2025Q1: 600,595 shares; 2025Q2: 651,832 shares; 2025Q3: 680,372 shares; 2025Q4: 739,686 shares; 2026Q1: 755,135 shares 755,135 $38.4M 0.05% +15,449 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,360 shares; 2024Q4: 39,628 shares; 2025Q1: 38,252 shares; 2025Q2: 39,862 shares; 2025Q3: 32,557 shares; 2025Q4: 25,126 shares; 2026Q1: 27,747 shares 27,747 $38.3M 0.05% +2,621 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,395 shares; 2024Q4: 517,974 shares; 2025Q1: 534,622 shares; 2025Q2: 539,151 shares; 2025Q3: 555,126 shares; 2025Q4: 769,271 shares; 2026Q1: 808,794 shares 808,794 $38M 0.05% +39,523 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275,691 shares; 2024Q4: 1,469,331 shares; 2025Q1: 1,525,169 shares; 2025Q2: 1,321,311 shares; 2025Q3: 1,287,224 shares; 2025Q4: 684,961 shares; 2026Q1: 572,234 shares 572,234 $37.9M 0.05% -112,727 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: 149,100 shares; 2024Q4: 154,619 shares; 2025Q1: 125,601 shares; 2025Q2: 133,631 shares; 2025Q3: 130,699 shares; 2025Q4: 131,308 shares; 2026Q1: 261,738 shares 261,738 $37.9M 0.05% +130,430 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: 138,703 shares; 2024Q4: 140,037 shares; 2025Q1: 134,676 shares; 2025Q2: 130,999 shares; 2025Q3: 126,867 shares; 2025Q4: 123,200 shares; 2026Q1: 119,987 shares 119,987 $37.7M 0.05% -3,213 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,173 shares; 2024Q4: 695,445 shares; 2025Q1: 689,120 shares; 2025Q2: 686,603 shares; 2025Q3: 760,907 shares; 2025Q4: 871,547 shares; 2026Q1: 1,021,288 shares 1,021,288 $37.4M 0.05% +149,741 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,009 shares; 2024Q4: 125,973 shares; 2025Q1: 213,777 shares; 2025Q2: 367,919 shares; 2025Q3: 755,740 shares; 2025Q4: 835,817 shares; 2026Q1: 809,994 shares 809,994 $37.3M 0.05% -25,823 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,825 shares; 2024Q4: 941,309 shares; 2025Q1: 847,896 shares; 2025Q2: 843,519 shares; 2025Q3: 840,028 shares; 2025Q4: 775,506 shares; 2026Q1: 759,436 shares 759,436 $36.7M 0.05% -16,070 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: 8,003 shares; 2024Q4: 12,037 shares; 2025Q1: 13,028 shares; 2025Q2: 31,865 shares; 2025Q3: 37,773 shares; 2025Q4: 17,268 shares; 2026Q1: 135,351 shares 135,351 $36M 0.05% +118,083 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: 123,599 shares; 2024Q4: 114,108 shares; 2025Q1: 104,339 shares; 2025Q2: 107,995 shares; 2025Q3: 108,627 shares; 2025Q4: 104,123 shares; 2026Q1: 109,101 shares 109,101 $35.8M 0.05% +4,978 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: 445,365 shares; 2024Q4: 423,640 shares; 2025Q1: 423,663 shares; 2025Q2: 392,259 shares; 2025Q3: 349,773 shares; 2025Q4: 257,697 shares; 2026Q1: 245,521 shares 245,521 $35.7M 0.05% -12,176 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,360 shares; 2024Q4: 672,773 shares; 2025Q1: 629,051 shares; 2025Q2: 607,063 shares; 2025Q3: 587,174 shares; 2025Q4: 517,977 shares; 2026Q1: 501,234 shares 501,234 $35.4M 0.05% -16,743 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: 95,156 shares; 2024Q4: 92,842 shares; 2025Q1: 89,415 shares; 2025Q2: 83,868 shares; 2025Q3: 88,132 shares; 2025Q4: 84,186 shares; 2026Q1: 83,216 shares 83,216 $35.4M 0.05% -970 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: 190,979 shares; 2024Q4: 189,853 shares; 2025Q1: 228,312 shares; 2025Q2: 524,098 shares; 2025Q3: 582,345 shares; 2025Q4: 666,352 shares; 2026Q1: 663,299 shares 663,299 $35M 0.05% -3,053 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,854 shares; 2024Q4: 402,262 shares; 2025Q1: 354,918 shares; 2025Q2: 359,110 shares; 2025Q3: 363,763 shares; 2025Q4: 355,433 shares; 2026Q1: 349,948 shares 349,948 $34.7M 0.05% -5,485 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: 67,512 shares; 2024Q4: 59,221 shares; 2025Q1: 59,025 shares; 2025Q2: 64,939 shares; 2025Q3: 70,712 shares; 2025Q4: 101,303 shares; 2026Q1: 116,439 shares 116,439 $34.4M 0.05% +15,136 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,199 shares; 2024Q4: 539,717 shares; 2025Q1: 518,013 shares; 2025Q2: 511,032 shares; 2025Q3: 444,544 shares; 2025Q4: 476,082 shares; 2026Q1: 472,825 shares 472,825 $34.3M 0.05% -3,257 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: 215,787 shares; 2024Q4: 216,076 shares; 2025Q1: 241,203 shares; 2025Q2: 243,976 shares; 2025Q3: 215,623 shares; 2025Q4: 262,973 shares; 2026Q1: 246,537 shares 246,537 $34.1M 0.05% -16,436 Timeline UBND 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,537,657 shares 1,537,657 $33.6M 0.05% new 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: 106,176 shares; 2024Q4: 76,392 shares; 2025Q1: 481,252 shares; 2025Q2: 489,704 shares; 2025Q3: 651,432 shares; 2025Q4: 708,135 shares; 2026Q1: 738,847 shares 738,847 $33.4M 0.05% +30,712 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: 603,584 shares; 2024Q4: 515,240 shares; 2025Q1: 675,473 shares; 2025Q2: 549,804 shares; 2025Q3: 587,709 shares; 2025Q4: 578,402 shares; 2026Q1: 599,476 shares 599,476 $33.3M 0.04% +21,074 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: 308,115 shares; 2024Q4: 517,372 shares; 2025Q1: 520,287 shares; 2025Q2: 536,817 shares; 2025Q3: 564,814 shares; 2025Q4: 572,494 shares; 2026Q1: 556,462 shares 556,462 $33.3M 0.04% -16,032 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980,250 shares; 2024Q4: 549,438 shares; 2025Q1: 425,397 shares; 2025Q2: 391,129 shares; 2025Q3: 372,963 shares; 2025Q4: 347,451 shares; 2026Q1: 384,485 shares 384,485 $32.6M 0.04% +37,034 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,663 shares; 2024Q4: 826,758 shares; 2025Q1: 854,417 shares; 2025Q2: 858,629 shares; 2025Q3: 836,345 shares; 2025Q4: 827,986 shares; 2026Q1: 834,410 shares 834,410 $32.4M 0.04% +6,424 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 56 shares; 2025Q2: 54 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 45 shares 45 $32.3M 0.04% -4 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,522 shares; 2024Q4: 70,147 shares; 2025Q1: 83,549 shares; 2025Q2: 94,910 shares; 2025Q3: 95,823 shares; 2025Q4: 98,524 shares; 2026Q1: 107,557 shares 107,557 $32.1M 0.04% +9,033 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: 55,246 shares; 2024Q4: 54,228 shares; 2025Q1: 114,793 shares; 2025Q2: 129,065 shares; 2025Q3: 132,072 shares; 2025Q4: 612,984 shares; 2026Q1: 307,346 shares 307,346 $32.1M 0.04% -305,638 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: 430,282 shares; 2024Q4: 301,087 shares; 2025Q1: 295,353 shares; 2025Q2: 731,634 shares; 2025Q3: 619,787 shares; 2025Q4: 337,176 shares; 2026Q1: 342,687 shares 342,687 $31.8M 0.04% +5,511 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: 176,242 shares; 2024Q4: 152,862 shares; 2025Q1: 149,692 shares; 2025Q2: 149,184 shares; 2025Q3: 145,493 shares; 2025Q4: 138,762 shares; 2026Q1: 134,905 shares 134,905 $31.6M 0.04% -3,857 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: 309,083 shares; 2024Q4: 340,343 shares; 2025Q1: 371,527 shares; 2025Q2: 358,984 shares; 2025Q3: 263,421 shares; 2025Q4: 157,959 shares; 2026Q1: 164,348 shares 164,348 $31.5M 0.04% +6,389 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: 96,411 shares; 2024Q4: 94,991 shares; 2025Q1: 94,137 shares; 2025Q2: 85,045 shares; 2025Q3: 83,537 shares; 2025Q4: 86,469 shares; 2026Q1: 95,861 shares 95,861 $31.5M 0.04% +9,392 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,367 shares; 2024Q4: 149,824 shares; 2025Q1: 141,892 shares; 2025Q2: 140,876 shares; 2025Q3: 136,390 shares; 2025Q4: 135,957 shares; 2026Q1: 129,513 shares 129,513 $31M 0.04% -6,444 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,111 shares; 2024Q4: 59,303 shares; 2025Q1: 44,233 shares; 2025Q2: 38,949 shares; 2025Q3: 38,446 shares; 2025Q4: 38,441 shares; 2026Q1: 40,108 shares 40,108 $31M 0.04% +1,667 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,490 shares; 2024Q4: 1,616,660 shares; 2025Q1: 1,588,189 shares; 2025Q2: 4,213,315 shares; 2025Q3: 4,681,093 shares; 2025Q4: 1,780,682 shares; 2026Q1: 879,731 shares 879,731 $30.9M 0.04% -900,951 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: 356,894 shares; 2024Q4: 355,992 shares; 2025Q1: 380,118 shares; 2025Q2: 171,844 shares; 2025Q3: 126,346 shares; 2025Q4: 127,049 shares; 2026Q1: 124,427 shares 124,427 $30.7M 0.04% -2,622 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,234 shares; 2024Q4: 560,623 shares; 2025Q1: 595,139 shares; 2025Q2: 599,546 shares; 2025Q3: 576,811 shares; 2025Q4: 539,031 shares; 2026Q1: 629,184 shares 629,184 $30.3M 0.04% +90,153 Timeline FTLS 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: 478,741 shares; 2024Q4: 426,276 shares; 2025Q1: 421,986 shares; 2025Q2: 427,431 shares; 2025Q3: 428,276 shares; 2025Q4: 473,347 shares; 2026Q1: 430,547 shares 430,547 $30.3M 0.04% -42,800 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: 24,748 shares; 2024Q4: 19,890 shares; 2025Q1: 17,530 shares; 2025Q2: 314,853 shares; 2025Q3: 319,187 shares; 2025Q4: 341,954 shares; 2026Q1: 327,303 shares 327,303 $30.2M 0.04% -14,651 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: 192,432 shares; 2024Q4: 188,406 shares; 2025Q1: 246,250 shares; 2025Q2: 262,281 shares; 2025Q3: 241,021 shares; 2025Q4: 249,381 shares; 2026Q1: 237,214 shares 237,214 $30M 0.04% -12,167 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982,409 shares; 2024Q4: 2,066,985 shares; 2025Q1: 2,023,870 shares; 2025Q2: 962,060 shares; 2025Q3: 917,525 shares; 2025Q4: 894,680 shares; 2026Q1: 306,566 shares 306,566 $30M 0.04% -588,114 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,795 shares; 2024Q4: 563,234 shares; 2025Q1: 655,208 shares; 2025Q2: 661,648 shares; 2025Q3: 780,746 shares; 2025Q4: 695,164 shares; 2026Q1: 811,072 shares 811,072 $29.8M 0.04% +115,908 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,174 shares; 2024Q4: 289,988 shares; 2025Q1: 303,387 shares; 2025Q2: 382,566 shares; 2025Q3: 415,123 shares; 2025Q4: 413,457 shares; 2026Q1: 396,300 shares 396,300 $29.8M 0.04% -17,157 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: 478,224 shares; 2024Q4: 448,601 shares; 2025Q1: 434,382 shares; 2025Q2: 416,759 shares; 2025Q3: 390,551 shares; 2025Q4: 374,935 shares; 2026Q1: 438,925 shares 438,925 $29.5M 0.04% +63,990 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: 536,809 shares; 2024Q4: 581,472 shares; 2025Q1: 698,751 shares; 2025Q2: 218,184 shares; 2025Q3: 189,625 shares; 2025Q4: 170,089 shares; 2026Q1: 148,811 shares 148,811 $29.4M 0.04% -21,278 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,093 shares; 2024Q4: 134,166 shares; 2025Q1: 152,463 shares; 2025Q2: 154,622 shares; 2025Q3: 156,234 shares; 2025Q4: 168,861 shares; 2026Q1: 173,969 shares 173,969 $29.4M 0.04% +5,108 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,898 shares; 2024Q4: 59,239 shares; 2025Q1: 110,485 shares; 2025Q2: 114,183 shares; 2025Q3: 129,472 shares; 2025Q4: 144,963 shares; 2026Q1: 318,700 shares 318,700 $29.4M 0.04% +173,737 Timeline BLV 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: 170,832 shares; 2024Q4: 297,444 shares; 2025Q1: 195,716 shares; 2025Q2: 206,497 shares; 2025Q3: 218,167 shares; 2025Q4: 417,106 shares; 2026Q1: 426,197 shares 426,197 $29.3M 0.04% +9,091 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: 277,171 shares; 2024Q4: 268,924 shares; 2025Q1: 236,885 shares; 2025Q2: 232,672 shares; 2025Q3: 228,641 shares; 2025Q4: 223,421 shares; 2026Q1: 220,982 shares 220,982 $29.3M 0.04% -2,439 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474,022 shares; 2024Q4: 1,621,562 shares; 2025Q1: 1,757,747 shares; 2025Q2: 1,714,251 shares; 2025Q3: 720,819 shares; 2025Q4: 482,772 shares; 2026Q1: 376,855 shares 376,855 $29.2M 0.04% -105,917 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,014 shares; 2024Q4: 621,008 shares; 2025Q1: 840,182 shares; 2025Q2: 850,567 shares; 2025Q3: 848,203 shares; 2025Q4: 685,832 shares; 2026Q1: 590,373 shares 590,373 $29.2M 0.04% -95,459 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: 86,479 shares; 2024Q4: 88,684 shares; 2025Q1: 77,605 shares; 2025Q2: 99,269 shares; 2025Q3: 95,138 shares; 2025Q4: 96,578 shares; 2026Q1: 107,069 shares 107,069 $29.2M 0.04% +10,491 Timeline EEMA 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: 3,503 shares; 2024Q4: 4,655 shares; 2025Q1: 4,511 shares; 2025Q2: 930,808 shares; 2025Q3: 908,359 shares; 2025Q4: 850,653 shares; 2026Q1: 304,065 shares 304,065 $29.1M 0.04% -546,588 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: 259,090 shares; 2024Q4: 249,696 shares; 2025Q1: 263,768 shares; 2025Q2: 212,710 shares; 2025Q3: 155,259 shares; 2025Q4: 138,887 shares; 2026Q1: 98,830 shares 98,830 $28.9M 0.04% -40,057 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: 967,419 shares; 2024Q4: 812,065 shares; 2025Q1: 740,865 shares; 2025Q2: 693,864 shares; 2025Q3: 640,510 shares; 2025Q4: 644,040 shares; 2026Q1: 654,586 shares 654,586 $28.9M 0.04% +10,546 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: 330,917 shares; 2024Q4: 315,574 shares; 2025Q1: 305,250 shares; 2025Q2: 306,111 shares; 2025Q3: 299,642 shares; 2025Q4: 273,212 shares; 2026Q1: 219,566 shares 219,566 $28.8M 0.04% -53,646 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,608 shares; 2024Q4: 533,721 shares; 2025Q1: 532,739 shares; 2025Q2: 564,486 shares; 2025Q3: 585,007 shares; 2025Q4: 609,777 shares; 2026Q1: 608,329 shares 608,329 $28.6M 0.04% -1,448 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,059 shares; 2024Q4: 102,347 shares; 2025Q1: 171,532 shares; 2025Q2: 133,802 shares; 2025Q3: 127,601 shares; 2025Q4: 96,283 shares; 2026Q1: 79,553 shares 79,553 $28.5M 0.04% -16,730 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: 146,640 shares; 2024Q4: 141,886 shares; 2025Q1: 138,931 shares; 2025Q2: 132,006 shares; 2025Q3: 111,711 shares; 2025Q4: 90,877 shares; 2026Q1: 164,675 shares 164,675 $28.4M 0.04% +73,798 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: 30,891 shares; 2024Q4: 28,817 shares; 2025Q1: 55,249 shares; 2025Q2: 59,970 shares; 2025Q3: 61,054 shares; 2025Q4: 64,005 shares; 2026Q1: 52,780 shares 52,780 $28.4M 0.04% -11,225 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: 142,186 shares; 2024Q4: 105,167 shares; 2025Q1: 164,250 shares; 2025Q2: 266,033 shares; 2025Q3: 259,488 shares; 2025Q4: 271,019 shares; 2026Q1: 284,577 shares 284,577 $28.3M 0.04% +13,558 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,818 shares; 2024Q4: 64,282 shares; 2025Q1: 59,081 shares; 2025Q2: 177,280 shares; 2025Q3: 216,896 shares; 2025Q4: 184,560 shares; 2026Q1: 205,969 shares 205,969 $28.3M 0.04% +21,409 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,299 shares; 2024Q4: 696,487 shares; 2025Q1: 708,002 shares; 2025Q2: 693,230 shares; 2025Q3: 704,925 shares; 2025Q4: 742,841 shares; 2026Q1: 739,248 shares 739,248 $28.2M 0.04% -3,593 Timeline IGLD 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: 263,984 shares; 2025Q2: 288,146 shares; 2025Q3: 886,905 shares; 2025Q4: 903,290 shares; 2026Q1: 1,103,798 shares 1,103,798 $28.2M 0.04% +200,508 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141,468 shares; 2024Q4: 1,124,005 shares; 2025Q1: 1,151,811 shares; 2025Q2: 1,136,637 shares; 2025Q3: 1,117,102 shares; 2025Q4: 1,133,191 shares; 2026Q1: 1,150,506 shares 1,150,506 $27.9M 0.04% +17,315 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023,994 shares; 2024Q4: 1,065,892 shares; 2025Q1: 1,112,715 shares; 2025Q2: 1,209,178 shares; 2025Q3: 1,313,802 shares; 2025Q4: 1,357,577 shares; 2026Q1: 1,467,465 shares 1,467,465 $27.9M 0.04% +109,888 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,317 shares; 2024Q4: 675,941 shares; 2025Q1: 1,141,224 shares; 2025Q2: 1,111,730 shares; 2025Q3: 1,064,169 shares; 2025Q4: 1,063,433 shares; 2026Q1: 1,059,062 shares 1,059,062 $27.9M 0.04% -4,371 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432,404 shares; 2026Q1: 305,559 shares 305,559 $27.8M 0.04% -126,845 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: 554,126 shares; 2024Q4: 556,945 shares; 2025Q1: 586,991 shares; 2025Q2: 524,427 shares; 2025Q3: 796,539 shares; 2025Q4: 807,029 shares; 2026Q1: 688,877 shares 688,877 $27.7M 0.04% -118,152 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,377 shares; 2024Q4: 245,879 shares; 2025Q1: 272,518 shares; 2025Q2: 337,466 shares; 2025Q3: 373,126 shares; 2025Q4: 379,922 shares; 2026Q1: 344,783 shares 344,783 $27.4M 0.04% -35,139 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: 109,376 shares; 2024Q4: 103,507 shares; 2025Q1: 122,400 shares; 2025Q2: 140,393 shares; 2025Q3: 161,677 shares; 2025Q4: 164,017 shares; 2026Q1: 164,314 shares 164,314 $27.2M 0.04% +297 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,455 shares; 2024Q4: 148,795 shares; 2025Q1: 164,696 shares; 2025Q2: 174,551 shares; 2025Q3: 177,485 shares; 2025Q4: 187,408 shares; 2026Q1: 233,331 shares 233,331 $27M 0.04% +45,923 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,061 shares; 2024Q4: 189,040 shares; 2025Q1: 182,323 shares; 2025Q2: 148,989 shares; 2025Q3: 144,250 shares; 2025Q4: 141,404 shares; 2026Q1: 140,851 shares 140,851 $26.7M 0.04% -553 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: 940,739 shares; 2024Q4: 979,266 shares; 2025Q1: 975,958 shares; 2025Q2: 1,030,909 shares; 2025Q3: 1,054,805 shares; 2025Q4: 1,176,309 shares; 2026Q1: 1,504,232 shares 1,504,232 $26.7M 0.04% +327,923 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: 125,726 shares; 2024Q4: 129,802 shares; 2025Q1: 126,859 shares; 2025Q2: 117,919 shares; 2025Q3: 123,461 shares; 2025Q4: 115,126 shares; 2026Q1: 128,458 shares 128,458 $26.6M 0.04% +13,332 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: 443,042 shares; 2024Q4: 442,685 shares; 2025Q1: 444,662 shares; 2025Q2: 487,549 shares; 2025Q3: 537,184 shares; 2025Q4: 556,442 shares; 2026Q1: 553,631 shares 553,631 $26.3M 0.04% -2,811 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: 130,720 shares; 2024Q4: 180,370 shares; 2025Q1: 162,695 shares; 2025Q2: 231,885 shares; 2025Q3: 261,594 shares; 2025Q4: 295,481 shares; 2026Q1: 341,066 shares 341,066 $26.3M 0.04% +45,585 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,471 shares; 2024Q4: 151,942 shares; 2025Q1: 176,263 shares; 2025Q2: 403,170 shares; 2025Q3: 427,284 shares; 2025Q4: 429,485 shares; 2026Q1: 448,937 shares 448,937 $26.2M 0.04% +19,452 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: 576,829 shares; 2024Q4: 519,111 shares; 2025Q1: 435,866 shares; 2025Q2: 402,204 shares; 2025Q3: 319,443 shares; 2025Q4: 282,405 shares; 2026Q1: 264,160 shares 264,160 $26M 0.04% -18,245 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,301 shares; 2024Q4: 364,151 shares; 2025Q1: 383,445 shares; 2025Q2: 390,837 shares; 2025Q3: 416,022 shares; 2025Q4: 437,251 shares; 2026Q1: 456,477 shares 456,477 $25.8M 0.03% +19,226 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: 411,068 shares; 2024Q4: 168,411 shares; 2025Q1: 147,283 shares; 2025Q2: 159,707 shares; 2025Q3: 154,928 shares; 2025Q4: 152,442 shares; 2026Q1: 150,630 shares 150,630 $25.7M 0.03% -1,812 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: 76,793 shares; 2024Q4: 85,839 shares; 2025Q1: 469,766 shares; 2025Q2: 93,453 shares; 2025Q3: 477,775 shares; 2025Q4: 447,913 shares; 2026Q1: 550,935 shares 550,935 $25.6M 0.03% +103,022 Timeline VOX 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: 159,952 shares; 2024Q4: 159,901 shares; 2025Q1: 159,584 shares; 2025Q2: 166,663 shares; 2025Q3: 147,355 shares; 2025Q4: 144,573 shares; 2026Q1: 140,973 shares 140,973 $25.4M 0.03% -3,600 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: 129,991 shares; 2024Q4: 127,632 shares; 2025Q1: 138,138 shares; 2025Q2: 188,783 shares; 2025Q3: 190,481 shares; 2025Q4: 182,647 shares; 2026Q1: 175,274 shares 175,274 $25.3M 0.03% -7,373 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,953 shares; 2024Q4: 187,455 shares; 2025Q1: 207,452 shares; 2025Q2: 181,913 shares; 2025Q3: 156,168 shares; 2025Q4: 208,150 shares; 2026Q1: 268,641 shares 268,641 $24.7M 0.03% +60,491 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: 1,889,959 shares; 2024Q4: 1,682,086 shares; 2025Q1: 1,520,014 shares; 2025Q2: 1,387,402 shares; 2025Q3: 1,344,370 shares; 2025Q4: 855,017 shares; 2026Q1: 857,942 shares 857,942 $24.6M 0.03% +2,925 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,081 shares; 2024Q4: 351,018 shares; 2025Q1: 372,089 shares; 2025Q2: 386,710 shares; 2025Q3: 379,972 shares; 2025Q4: 400,006 shares; 2026Q1: 403,377 shares 403,377 $24.6M 0.03% +3,371 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: 261,510 shares; 2025Q3: 628,457 shares; 2025Q4: 674,713 shares; 2026Q1: 742,434 shares 742,434 $24.5M 0.03% +67,721 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,506 shares; 2024Q4: 338,760 shares; 2025Q1: 316,214 shares; 2025Q2: 308,003 shares; 2025Q3: 321,913 shares; 2025Q4: 302,059 shares; 2026Q1: 290,024 shares 290,024 $24.3M 0.03% -12,035 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,470 shares; 2024Q4: 129,461 shares; 2025Q1: 118,136 shares; 2025Q2: 116,513 shares; 2025Q3: 119,434 shares; 2025Q4: 122,309 shares; 2026Q1: 115,271 shares 115,271 $24.1M 0.03% -7,038 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,090 shares; 2024Q4: 230,613 shares; 2025Q1: 233,030 shares; 2025Q2: 226,906 shares; 2025Q3: 235,408 shares; 2025Q4: 235,523 shares; 2026Q1: 255,579 shares 255,579 $24.1M 0.03% +20,056 Timeline BUFD 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: 970,022 shares; 2024Q4: 1,110,894 shares; 2025Q1: 1,110,855 shares; 2025Q2: 1,128,503 shares; 2025Q3: 1,070,710 shares; 2025Q4: 858,571 shares; 2026Q1: 856,686 shares 856,686 $24M 0.03% -1,885 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: 291,967 shares; 2024Q4: 290,069 shares; 2025Q1: 286,358 shares; 2025Q2: 279,285 shares; 2025Q3: 285,854 shares; 2025Q4: 296,954 shares; 2026Q1: 269,078 shares 269,078 $23.6M 0.03% -27,876 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,973 shares; 2024Q4: 351,465 shares; 2025Q1: 353,622 shares; 2025Q2: 328,722 shares; 2025Q3: 325,953 shares; 2025Q4: 326,069 shares; 2026Q1: 321,906 shares 321,906 $23.5M 0.03% -4,163 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: 31,629 shares; 2024Q4: 49,572 shares; 2025Q1: 64,156 shares; 2025Q2: 82,784 shares; 2025Q3: 82,539 shares; 2025Q4: 89,024 shares; 2026Q1: 83,668 shares 83,668 $23.4M 0.03% -5,356 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,601 shares; 2024Q4: 104,533 shares; 2025Q1: 90,966 shares; 2025Q2: 214,314 shares; 2025Q3: 253,861 shares; 2025Q4: 249,744 shares; 2026Q1: 266,506 shares 266,506 $23.1M 0.03% +16,762 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,501 shares; 2024Q4: 360,819 shares; 2025Q1: 320,921 shares; 2025Q2: 185,494 shares; 2025Q3: 198,614 shares; 2025Q4: 224,487 shares; 2026Q1: 302,280 shares 302,280 $23.1M 0.03% +77,793 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: 160,708 shares; 2024Q4: 161,163 shares; 2025Q1: 232,460 shares; 2025Q2: 213,289 shares; 2025Q3: 256,725 shares; 2025Q4: 265,197 shares; 2026Q1: 301,173 shares 301,173 $23.1M 0.03% +35,976 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: 28,223 shares; 2025Q2: 561,507 shares; 2025Q3: 580,578 shares; 2025Q4: 611,906 shares; 2026Q1: 627,402 shares 627,402 $22.7M 0.03% +15,496 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,040 shares; 2024Q4: 297,886 shares; 2025Q1: 296,636 shares; 2025Q2: 295,778 shares; 2025Q3: 296,310 shares; 2025Q4: 118,439 shares; 2026Q1: 75,038 shares 75,038 $22.7M 0.03% -43,401 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: 313,146 shares; 2024Q4: 319,710 shares; 2025Q1: 327,078 shares; 2025Q2: 371,440 shares; 2025Q3: 419,359 shares; 2025Q4: 411,226 shares; 2026Q1: 430,414 shares 430,414 $22.4M 0.03% +19,188 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: 423,887 shares; 2024Q4: 350,283 shares; 2025Q1: 360,732 shares; 2025Q2: 337,973 shares; 2025Q3: 340,283 shares; 2025Q4: 328,356 shares; 2026Q1: 361,889 shares 361,889 $22.4M 0.03% +33,533 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: 87,195 shares; 2024Q4: 85,741 shares; 2025Q1: 83,238 shares; 2025Q2: 78,735 shares; 2025Q3: 67,392 shares; 2025Q4: 62,839 shares; 2026Q1: 62,572 shares 62,572 $22.3M 0.03% -267 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: 226,220 shares; 2024Q4: 214,534 shares; 2025Q1: 213,637 shares; 2025Q2: 209,022 shares; 2025Q3: 229,134 shares; 2025Q4: 222,314 shares; 2026Q1: 193,228 shares 193,228 $22.2M 0.03% -29,086 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,330 shares; 2024Q4: 48,320 shares; 2025Q1: 52,301 shares; 2025Q2: 54,718 shares; 2025Q3: 37,672 shares; 2025Q4: 25,905 shares; 2026Q1: 22,618 shares 22,618 $22.2M 0.03% -3,287 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,436 shares; 2024Q4: 860,929 shares; 2025Q1: 852,481 shares; 2025Q2: 856,628 shares; 2025Q3: 847,836 shares; 2025Q4: 857,238 shares; 2026Q1: 869,218 shares 869,218 $22M 0.03% +11,980 Timeline RWR 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: 226,502 shares; 2024Q4: 235,919 shares; 2025Q1: 235,525 shares; 2025Q2: 225,363 shares; 2025Q3: 227,728 shares; 2025Q4: 223,815 shares; 2026Q1: 217,976 shares 217,976 $22M 0.03% -5,839 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,754 shares; 2024Q4: 108,486 shares; 2025Q1: 111,063 shares; 2025Q2: 109,312 shares; 2025Q3: 109,622 shares; 2025Q4: 107,109 shares; 2026Q1: 103,978 shares 103,978 $22M 0.03% -3,131 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: 45,115 shares; 2024Q4: 39,868 shares; 2025Q1: 34,131 shares; 2025Q2: 34,201 shares; 2025Q3: 32,270 shares; 2025Q4: 32,998 shares; 2026Q1: 31,950 shares 31,950 $21.8M 0.03% -1,048 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,774 shares; 2024Q4: 325,824 shares; 2025Q1: 392,557 shares; 2025Q2: 421,065 shares; 2025Q3: 420,985 shares; 2025Q4: 435,348 shares; 2026Q1: 432,972 shares 432,972 $21.6M 0.03% -2,376 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,085 shares; 2024Q4: 386,267 shares; 2025Q1: 379,919 shares; 2025Q2: 385,216 shares; 2025Q3: 377,291 shares; 2025Q4: 414,060 shares; 2026Q1: 405,184 shares 405,184 $21.6M 0.03% -8,876 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: 163,873 shares; 2024Q4: 154,607 shares; 2025Q1: 110,321 shares; 2025Q2: 109,552 shares; 2025Q3: 121,039 shares; 2025Q4: 116,106 shares; 2026Q1: 109,926 shares 109,926 $21.6M 0.03% -6,180 Timeline CATH 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: 238,209 shares; 2024Q4: 290,712 shares; 2025Q1: 277,647 shares; 2025Q2: 271,579 shares; 2025Q3: 272,350 shares; 2025Q4: 272,070 shares; 2026Q1: 272,676 shares 272,676 $21.3M 0.03% +606 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: 686,656 shares; 2024Q4: 693,761 shares; 2025Q1: 316,770 shares; 2025Q2: 291,270 shares; 2025Q3: 245,246 shares; 2025Q4: 213,082 shares; 2026Q1: 215,389 shares 215,389 $21M 0.03% +2,307 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976,350 shares; 2024Q4: 906,859 shares; 2025Q1: 881,521 shares; 2025Q2: 857,786 shares; 2025Q3: 824,837 shares; 2025Q4: 830,956 shares; 2026Q1: 866,738 shares 866,738 $21M 0.03% +35,782 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 8,314 shares; 2025Q1: 1,942 shares; 2025Q2: 73,642 shares; 2025Q3: 72,762 shares; 2025Q4: 55,939 shares; 2026Q1: 58,241 shares 58,241 $20.9M 0.03% +2,302 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,950 shares; 2024Q4: 298,553 shares; 2025Q1: 331,516 shares; 2025Q2: 388,310 shares; 2025Q3: 433,728 shares; 2025Q4: 486,674 shares; 2026Q1: 765,238 shares 765,238 $20.8M 0.03% +278,564 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,285 shares; 2024Q4: 426,118 shares; 2025Q1: 144,968 shares; 2025Q2: 187,280 shares; 2025Q3: 179,024 shares; 2025Q4: 154,621 shares; 2026Q1: 143,227 shares 143,227 $20.7M 0.03% -11,394 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,331 shares; 2024Q4: 35,391 shares; 2025Q1: 44,928 shares; 2025Q2: 55,642 shares; 2025Q3: 54,999 shares; 2025Q4: 48,275 shares; 2026Q1: 50,692 shares 50,692 $20.7M 0.03% +2,417 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,269 shares; 2024Q4: 752,264 shares; 2025Q1: 782,334 shares; 2025Q2: 932,751 shares; 2025Q3: 970,808 shares; 2025Q4: 712,339 shares; 2026Q1: 717,831 shares 717,831 $20.6M 0.03% +5,492 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: 42,431 shares; 2024Q4: 45,094 shares; 2025Q1: 44,341 shares; 2025Q2: 45,026 shares; 2025Q3: 77,427 shares; 2025Q4: 116,684 shares; 2026Q1: 184,649 shares 184,649 $20.5M 0.03% +67,965 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: 191,515 shares; 2024Q4: 185,396 shares; 2025Q1: 183,372 shares; 2025Q2: 144,412 shares; 2025Q3: 131,197 shares; 2025Q4: 122,259 shares; 2026Q1: 84,105 shares 84,105 $20.4M 0.03% -38,154 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,146 shares; 2024Q4: 135,546 shares; 2025Q1: 112,828 shares; 2025Q2: 110,998 shares; 2025Q3: 112,608 shares; 2025Q4: 108,143 shares; 2026Q1: 92,123 shares 92,123 $20M 0.03% -16,020 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366,873 shares; 2025Q1: 456,975 shares; 2025Q2: 492,870 shares; 2025Q3: 545,689 shares; 2025Q4: 712,423 shares; 2026Q1: 757,934 shares 757,934 $19.9M 0.03% +45,511 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: 19,982 shares; 2024Q4: 124,715 shares; 2025Q1: 151,888 shares; 2025Q2: 155,613 shares; 2025Q3: 214,247 shares; 2025Q4: 207,695 shares; 2026Q1: 385,949 shares 385,949 $19.8M 0.03% +178,254 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: 223,249 shares; 2024Q4: 233,515 shares; 2025Q1: 256,517 shares; 2025Q2: 258,138 shares; 2025Q3: 272,254 shares; 2025Q4: 276,391 shares; 2026Q1: 312,704 shares 312,704 $19.6M 0.03% +36,313 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,424 shares; 2024Q4: 517,142 shares; 2025Q1: 602,457 shares; 2025Q2: 874,139 shares; 2025Q3: 919,250 shares; 2025Q4: 975,904 shares; 2026Q1: 1,028,932 shares 1,028,932 $19.5M 0.03% +53,028 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,921 shares; 2024Q4: 889,287 shares; 2025Q1: 844,983 shares; 2025Q2: 932,035 shares; 2025Q3: 748,428 shares; 2025Q4: 743,457 shares; 2026Q1: 758,980 shares 758,980 $19.5M 0.03% +15,523 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 271,124 shares; 2025Q3: 323,463 shares; 2025Q4: 333,045 shares; 2026Q1: 338,542 shares 338,542 $19.4M 0.03% +5,497 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: 230,024 shares; 2024Q4: 228,828 shares; 2025Q1: 230,437 shares; 2025Q2: 221,167 shares; 2025Q3: 160,364 shares; 2025Q4: 158,581 shares; 2026Q1: 148,084 shares 148,084 $19.4M 0.03% -10,497 Timeline TFI 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: 123,297 shares; 2024Q4: 124,230 shares; 2025Q1: 129,534 shares; 2025Q2: 303,170 shares; 2025Q3: 306,189 shares; 2025Q4: 464,285 shares; 2026Q1: 427,032 shares 427,032 $19.4M 0.03% -37,253 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,438 shares; 2024Q4: 38,780 shares; 2025Q1: 37,685 shares; 2025Q2: 37,948 shares; 2025Q3: 37,579 shares; 2025Q4: 51,268 shares; 2026Q1: 52,108 shares 52,108 $19.3M 0.03% +840 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: 196,010 shares; 2024Q4: 205,465 shares; 2025Q1: 231,260 shares; 2025Q2: 239,479 shares; 2025Q3: 215,808 shares; 2025Q4: 213,504 shares; 2026Q1: 209,450 shares 209,450 $19.2M 0.03% -4,054 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,948 shares; 2024Q4: 290,716 shares; 2025Q1: 289,938 shares; 2025Q2: 291,576 shares; 2025Q3: 293,151 shares; 2025Q4: 290,074 shares; 2026Q1: 306,813 shares 306,813 $19.2M 0.03% +16,739 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,353 shares; 2024Q4: 160,130 shares; 2025Q1: 163,398 shares; 2025Q2: 150,150 shares; 2025Q3: 137,294 shares; 2025Q4: 134,981 shares; 2026Q1: 288,093 shares 288,093 $19.2M 0.03% +153,112 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,751 shares; 2024Q4: 187,788 shares; 2025Q1: 188,833 shares; 2025Q2: 186,536 shares; 2025Q3: 192,740 shares; 2025Q4: 154,849 shares; 2026Q1: 156,910 shares 156,910 $19M 0.03% +2,061 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,973 shares; 2024Q4: 47,520 shares; 2025Q1: 49,217 shares; 2025Q2: 49,122 shares; 2025Q3: 49,202 shares; 2025Q4: 47,026 shares; 2026Q1: 62,142 shares 62,142 $18.9M 0.03% +15,116 Timeline STXF 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: 357,274 shares; 2024Q4: 387,517 shares; 2025Q1: 390,936 shares; 2025Q2: 432,853 shares; 2025Q3: 433,709 shares; 2025Q4: 439,209 shares; 2026Q1: 447,930 shares 447,930 $18.8M 0.03% +8,721 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: 2,109,219 shares; 2024Q4: 2,039,809 shares; 2025Q1: 2,018,964 shares; 2025Q2: 2,025,351 shares; 2025Q3: 2,038,244 shares; 2025Q4: 2,018,098 shares; 2026Q1: 495,763 shares 495,763 $18.8M 0.03% -1,522,335 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: 131,809 shares; 2024Q4: 129,165 shares; 2025Q1: 118,618 shares; 2025Q2: 116,151 shares; 2025Q3: 117,328 shares; 2025Q4: 123,975 shares; 2026Q1: 119,152 shares 119,152 $18.7M 0.03% -4,823 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,014 shares; 2024Q4: 351,064 shares; 2025Q1: 352,644 shares; 2025Q2: 354,400 shares; 2025Q3: 475,427 shares; 2025Q4: 498,939 shares; 2026Q1: 550,672 shares 550,672 $18.7M 0.03% +51,733 Timeline FXU 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: 350,049 shares; 2024Q4: 202,224 shares; 2025Q1: 75,705 shares; 2025Q2: 303,608 shares; 2025Q3: 309,717 shares; 2025Q4: 306,980 shares; 2026Q1: 373,182 shares 373,182 $18.5M 0.02% +66,202 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 639,427 shares 639,427 $18.5M 0.02% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,161 shares; 2024Q4: 162,971 shares; 2025Q1: 162,476 shares; 2025Q2: 165,332 shares; 2025Q3: 170,531 shares; 2025Q4: 175,357 shares; 2026Q1: 151,235 shares 151,235 $18.4M 0.02% -24,122 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: 9,883 shares; 2024Q4: 9,986 shares; 2025Q1: 9,745 shares; 2025Q2: 9,699 shares; 2025Q3: 9,731 shares; 2025Q4: 9,854 shares; 2026Q1: 9,783 shares 9,783 $18.4M 0.02% -71 Timeline VCEB 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: 236,338 shares; 2024Q4: 255,440 shares; 2025Q1: 264,912 shares; 2025Q2: 264,646 shares; 2025Q3: 273,951 shares; 2025Q4: 281,610 shares; 2026Q1: 290,167 shares 290,167 $18.2M 0.02% +8,557 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,032 shares; 2024Q4: 34,152 shares; 2025Q1: 36,085 shares; 2025Q2: 280,437 shares; 2025Q3: 302,510 shares; 2025Q4: 332,724 shares; 2026Q1: 363,745 shares 363,745 $18.2M 0.02% +31,021 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: 155,099 shares; 2024Q4: 156,790 shares; 2025Q1: 159,733 shares; 2025Q2: 169,091 shares; 2025Q3: 200,968 shares; 2025Q4: 201,226 shares; 2026Q1: 217,366 shares 217,366 $18.2M 0.02% +16,140 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: 134,022 shares; 2024Q4: 100,225 shares; 2025Q1: 85,820 shares; 2025Q2: 77,651 shares; 2025Q3: 73,202 shares; 2025Q4: 72,611 shares; 2026Q1: 64,202 shares 64,202 $17.8M 0.02% -8,409 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,115 shares; 2024Q4: 211,196 shares; 2025Q1: 160,370 shares; 2025Q2: 152,834 shares; 2025Q3: 144,645 shares; 2025Q4: 142,903 shares; 2026Q1: 155,245 shares 155,245 $17.8M 0.02% +12,342 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: 238,648 shares; 2024Q4: 251,111 shares; 2025Q1: 239,378 shares; 2025Q2: 272,875 shares; 2025Q3: 265,466 shares; 2025Q4: 313,578 shares; 2026Q1: 352,078 shares 352,078 $17.8M 0.02% +38,500 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: 286,199 shares; 2024Q4: 276,852 shares; 2025Q1: 256,228 shares; 2025Q2: 194,856 shares; 2025Q3: 206,390 shares; 2025Q4: 202,190 shares; 2026Q1: 197,063 shares 197,063 $17.8M 0.02% -5,127 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,603 shares; 2024Q4: 206,266 shares; 2025Q1: 202,064 shares; 2025Q2: 221,187 shares; 2025Q3: 223,465 shares; 2025Q4: 214,680 shares; 2026Q1: 168,988 shares 168,988 $17.8M 0.02% -45,692 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: 416,860 shares; 2024Q4: 258,125 shares; 2025Q1: 72,741 shares; 2025Q2: 70,499 shares; 2025Q3: 82,099 shares; 2025Q4: 84,373 shares; 2026Q1: 85,025 shares 85,025 $17.7M 0.02% +652 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: 111,683 shares; 2024Q4: 108,197 shares; 2025Q1: 118,148 shares; 2025Q2: 111,673 shares; 2025Q3: 100,099 shares; 2025Q4: 61,668 shares; 2026Q1: 60,309 shares 60,309 $17.5M 0.02% -1,359 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: 247,105 shares; 2024Q4: 330,687 shares; 2025Q1: 354,341 shares; 2025Q2: 539,344 shares; 2025Q3: 577,818 shares; 2025Q4: 563,550 shares; 2026Q1: 475,071 shares 475,071 $17.5M 0.02% -88,479 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: 938,337 shares; 2024Q4: 793,196 shares; 2025Q1: 788,248 shares; 2025Q2: 789,108 shares; 2025Q3: 796,341 shares; 2025Q4: 781,475 shares; 2026Q1: 904,322 shares 904,322 $17.5M 0.02% +122,847 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105,303 shares; 2024Q4: 818,657 shares; 2025Q1: 817,349 shares; 2025Q2: 807,927 shares; 2025Q3: 805,813 shares; 2025Q4: 803,926 shares; 2026Q1: 795,313 shares 795,313 $17.4M 0.02% -8,613 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,190 shares; 2024Q4: 220,532 shares; 2025Q1: 218,402 shares; 2025Q2: 210,066 shares; 2025Q3: 212,561 shares; 2025Q4: 211,474 shares; 2026Q1: 155,933 shares 155,933 $17.4M 0.02% -55,541 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530,879 shares 530,879 $17.4M 0.02% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411,868 shares 411,868 $17.3M 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 525,572 shares; 2025Q4: 587,828 shares; 2026Q1: 683,111 shares 683,111 $17.3M 0.02% +95,283 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,441 shares; 2024Q4: 62,420 shares; 2025Q1: 149,166 shares; 2025Q2: 253,432 shares; 2025Q3: 267,753 shares; 2025Q4: 277,540 shares; 2026Q1: 341,097 shares 341,097 $17.3M 0.02% +63,557 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,490 shares; 2024Q4: 93,594 shares; 2025Q1: 90,323 shares; 2025Q2: 78,073 shares; 2025Q3: 88,119 shares; 2025Q4: 90,980 shares; 2026Q1: 88,097 shares 88,097 $17.2M 0.02% -2,883 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,453 shares; 2024Q4: 178,754 shares; 2025Q1: 182,778 shares; 2025Q2: 178,395 shares; 2025Q3: 168,701 shares; 2025Q4: 133,587 shares; 2026Q1: 130,090 shares 130,090 $17.2M 0.02% -3,497 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: 24,277 shares; 2024Q4: 21,948 shares; 2025Q1: 21,126 shares; 2025Q2: 20,487 shares; 2025Q3: 18,187 shares; 2025Q4: 16,220 shares; 2026Q1: 15,664 shares 15,664 $17.1M 0.02% -556 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: 239,195 shares; 2024Q4: 269,433 shares; 2025Q1: 370,547 shares; 2025Q2: 607,398 shares; 2025Q3: 529,424 shares; 2025Q4: 537,887 shares; 2026Q1: 506,010 shares 506,010 $17.1M 0.02% -31,877 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,752 shares; 2025Q4: 407,799 shares; 2026Q1: 405,967 shares 405,967 $16.9M 0.02% -1,832 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: 229,911 shares; 2024Q4: 228,337 shares; 2025Q1: 235,025 shares; 2025Q2: 226,212 shares; 2025Q3: 218,476 shares; 2025Q4: 197,916 shares; 2026Q1: 194,071 shares 194,071 $16.5M 0.02% -3,845 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 72,040 shares; 2025Q1: 71,548 shares; 2025Q2: 84,990 shares; 2025Q3: 81,062 shares; 2025Q4: 74,302 shares; 2026Q1: 79,887 shares 79,887 $16.5M 0.02% +5,585 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,009 shares; 2024Q4: 170,138 shares; 2025Q1: 173,467 shares; 2025Q2: 172,063 shares; 2025Q3: 175,600 shares; 2025Q4: 341,855 shares; 2026Q1: 346,349 shares 346,349 $16.5M 0.02% +4,494 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,227 shares; 2024Q4: 71,512 shares; 2025Q1: 66,626 shares; 2025Q2: 49,932 shares; 2025Q3: 46,892 shares; 2025Q4: 48,709 shares; 2026Q1: 86,779 shares 86,779 $16.5M 0.02% +38,070 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: 467,080 shares; 2024Q4: 549,824 shares; 2025Q1: 727,394 shares; 2025Q2: 593,934 shares; 2025Q3: 640,595 shares; 2025Q4: 673,202 shares; 2026Q1: 705,522 shares 705,522 $16.5M 0.02% +32,320 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,383 shares; 2024Q4: 129,246 shares; 2025Q1: 130,933 shares; 2025Q2: 124,792 shares; 2025Q3: 125,694 shares; 2025Q4: 125,104 shares; 2026Q1: 121,660 shares 121,660 $16.5M 0.02% -3,444 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: 42,789 shares; 2024Q4: 46,566 shares; 2025Q1: 91,220 shares; 2025Q2: 111,790 shares; 2025Q3: 171,841 shares; 2025Q4: 171,376 shares; 2026Q1: 51,711 shares 51,711 $16.4M 0.02% -119,665 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,747 shares; 2025Q4: 204,500 shares; 2026Q1: 215,698 shares 215,698 $16.4M 0.02% +11,198 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: 29,365 shares; 2024Q4: 48,412 shares; 2025Q1: 23,055 shares; 2025Q2: 22,358 shares; 2025Q3: 30,162 shares; 2025Q4: 60,646 shares; 2026Q1: 100,209 shares 100,209 $16.4M 0.02% +39,563 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,978 shares; 2024Q4: 198,369 shares; 2025Q1: 208,698 shares; 2025Q2: 280,032 shares; 2025Q3: 286,358 shares; 2025Q4: 397,777 shares; 2026Q1: 417,974 shares 417,974 $16.3M 0.02% +20,197 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624,485 shares; 2024Q4: 1,623,485 shares; 2025Q1: 1,629,602 shares; 2025Q2: 1,629,602 shares; 2025Q3: 1,623,485 shares; 2025Q4: 1,623,485 shares; 2026Q1: 1,623,485 shares 1,623,485 $16.2M 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,631 shares; 2024Q4: 277,082 shares; 2025Q1: 263,411 shares; 2025Q2: 230,840 shares; 2025Q3: 221,820 shares; 2025Q4: 220,771 shares; 2026Q1: 206,205 shares 206,205 $16.2M 0.02% -14,566 Timeline KRE 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: 184,186 shares; 2024Q4: 187,948 shares; 2025Q1: 211,512 shares; 2025Q2: 220,954 shares; 2025Q3: 222,744 shares; 2025Q4: 214,900 shares; 2026Q1: 247,837 shares 247,837 $16.1M 0.02% +32,937 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,383 shares; 2024Q4: 267,028 shares; 2025Q1: 247,473 shares; 2025Q2: 237,451 shares; 2025Q3: 204,054 shares; 2025Q4: 155,939 shares; 2026Q1: 173,322 shares 173,322 $16.1M 0.02% +17,383 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620,276 shares; 2024Q4: 1,514,666 shares; 2025Q1: 1,483,538 shares; 2025Q2: 1,412,033 shares; 2025Q3: 1,075,973 shares; 2025Q4: 1,005,415 shares; 2026Q1: 1,021,180 shares 1,021,180 $16M 0.02% +15,765 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,643 shares; 2024Q4: 260,225 shares; 2025Q1: 197,566 shares; 2025Q2: 203,711 shares; 2025Q3: 146,804 shares; 2025Q4: 92,537 shares; 2026Q1: 66,722 shares 66,722 $15.9M 0.02% -25,815 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,085 shares; 2024Q4: 101,585 shares; 2025Q1: 102,080 shares; 2025Q2: 105,740 shares; 2025Q3: 102,932 shares; 2025Q4: 101,118 shares; 2026Q1: 99,900 shares 99,900 $15.9M 0.02% -1,218 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,520 shares; 2024Q4: 433,328 shares; 2025Q1: 418,839 shares; 2025Q2: 394,954 shares; 2025Q3: 386,387 shares; 2025Q4: 363,165 shares; 2026Q1: 349,072 shares 349,072 $15.8M 0.02% -14,093 Timeline FTXL 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: 108,419 shares; 2024Q4: 109,903 shares; 2025Q1: 112,333 shares; 2025Q2: 107,240 shares; 2025Q3: 122,609 shares; 2025Q4: 113,741 shares; 2026Q1: 107,166 shares 107,166 $15.8M 0.02% -6,575 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: 66,276 shares; 2024Q4: 56,494 shares; 2025Q1: 46,383 shares; 2025Q2: 67,904 shares; 2025Q3: 64,630 shares; 2025Q4: 56,225 shares; 2026Q1: 58,477 shares 58,477 $15.6M 0.02% +2,252 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,398 shares; 2024Q4: 253,985 shares; 2025Q1: 272,041 shares; 2025Q2: 286,228 shares; 2025Q3: 295,864 shares; 2025Q4: 329,383 shares; 2026Q1: 369,048 shares 369,048 $15.6M 0.02% +39,665 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775,819 shares; 2024Q4: 780,707 shares; 2025Q1: 288,513 shares; 2025Q2: 221,573 shares; 2025Q3: 193,825 shares; 2025Q4: 179,081 shares; 2026Q1: 162,058 shares 162,058 $15.6M 0.02% -17,023 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,465 shares; 2024Q4: 137,184 shares; 2025Q1: 167,043 shares; 2025Q2: 192,640 shares; 2025Q3: 206,799 shares; 2025Q4: 715,577 shares; 2026Q1: 757,071 shares 757,071 $15.4M 0.02% +41,494 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,719 shares; 2024Q4: 60,718 shares; 2025Q1: 60,718 shares; 2025Q2: 60,708 shares; 2025Q3: 60,708 shares; 2025Q4: 60,708 shares; 2026Q1: 60,707 shares 60,707 $15.3M 0.02% -1 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: 743,369 shares; 2024Q4: 457,505 shares; 2025Q1: 461,071 shares; 2025Q2: 377,085 shares; 2025Q3: 356,632 shares; 2025Q4: 319,425 shares; 2026Q1: 287,606 shares 287,606 $15.2M 0.02% -31,819 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,672 shares; 2024Q4: 212,243 shares; 2025Q1: 238,543 shares; 2025Q2: 238,937 shares; 2025Q3: 225,219 shares; 2025Q4: 227,703 shares; 2026Q1: 179,141 shares 179,141 $15.2M 0.02% -48,562 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: 18,353 shares; 2024Q4: 18,766 shares; 2025Q1: 20,385 shares; 2025Q2: 19,982 shares; 2025Q3: 24,972 shares; 2025Q4: 45,044 shares; 2026Q1: 38,117 shares 38,117 $15.1M 0.02% -6,927 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328,818 shares; 2024Q4: 1,528,818 shares; 2025Q1: 1,778,818 shares; 2025Q2: 2,028,818 shares; 2025Q3: 2,151,318 shares; 2025Q4: 2,128,818 shares; 2026Q1: 1,728,818 shares 1,728,818 $15.1M 0.02% -400,000 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,605 shares; 2024Q4: 575,505 shares; 2025Q1: 467,958 shares; 2025Q2: 442,133 shares; 2025Q3: 533,163 shares; 2025Q4: 551,737 shares; 2026Q1: 322,159 shares 322,159 $15.1M 0.02% -229,578 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: 46,231 shares; 2024Q4: 48,080 shares; 2025Q1: 43,378 shares; 2025Q2: 46,605 shares; 2025Q3: 40,625 shares; 2025Q4: 35,610 shares; 2026Q1: 39,232 shares 39,232 $15M 0.02% +3,622 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,733 shares; 2024Q4: 242,896 shares; 2025Q1: 231,342 shares; 2025Q2: 227,441 shares; 2025Q3: 212,086 shares; 2025Q4: 162,072 shares; 2026Q1: 141,414 shares 141,414 $15M 0.02% -20,658 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,736 shares; 2024Q4: 282,157 shares; 2025Q1: 251,447 shares; 2025Q2: 66,998 shares; 2025Q3: 68,841 shares; 2025Q4: 64,359 shares; 2026Q1: 190,528 shares 190,528 $15M 0.02% +126,169 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,143 shares; 2024Q4: 100,494 shares; 2025Q1: 96,071 shares; 2025Q2: 94,885 shares; 2025Q3: 95,675 shares; 2025Q4: 92,944 shares; 2026Q1: 95,583 shares 95,583 $14.9M 0.02% +2,639 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,769 shares; 2024Q4: 317,738 shares; 2025Q1: 446,949 shares; 2025Q2: 307,410 shares; 2025Q3: 311,714 shares; 2025Q4: 289,366 shares; 2026Q1: 297,596 shares 297,596 $14.8M 0.02% +8,230 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: 197,602 shares; 2024Q4: 191,974 shares; 2025Q1: 171,913 shares; 2025Q2: 158,403 shares; 2025Q3: 156,870 shares; 2025Q4: 148,571 shares; 2026Q1: 123,487 shares 123,487 $14.6M 0.02% -25,084 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,141 shares; 2024Q4: 67,093 shares; 2025Q1: 70,642 shares; 2025Q2: 74,981 shares; 2025Q3: 73,967 shares; 2025Q4: 74,238 shares; 2026Q1: 93,932 shares 93,932 $14.6M 0.02% +19,694 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,889 shares; 2025Q1: not reported; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares; 2026Q1: 437,397 shares 437,397 $14.5M 0.02% +430,656 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: 28,583 shares; 2024Q4: 29,029 shares; 2025Q1: 29,343 shares; 2025Q2: 24,737 shares; 2025Q3: 43,409 shares; 2025Q4: 41,954 shares; 2026Q1: 51,158 shares 51,158 $14.5M 0.02% +9,204 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,454 shares; 2024Q4: 116,700 shares; 2025Q1: 116,790 shares; 2025Q2: 91,496 shares; 2025Q3: 101,173 shares; 2025Q4: 81,109 shares; 2026Q1: 89,561 shares 89,561 $14.5M 0.02% +8,452 Timeline RPV 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: 234,314 shares; 2024Q4: 227,251 shares; 2025Q1: 152,995 shares; 2025Q2: 149,439 shares; 2025Q3: 136,663 shares; 2025Q4: 138,826 shares; 2026Q1: 133,752 shares 133,752 $14.4M 0.02% -5,074 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,954 shares; 2024Q4: 12,191 shares; 2025Q1: 15,984 shares; 2025Q2: 23,813 shares; 2025Q3: 29,479 shares; 2025Q4: 29,167 shares; 2026Q1: 90,421 shares 90,421 $14.3M 0.02% +61,254 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: 152,656 shares; 2024Q4: 155,631 shares; 2025Q1: 169,773 shares; 2025Q2: 165,391 shares; 2025Q3: 88,754 shares; 2025Q4: 85,075 shares; 2026Q1: 78,983 shares 78,983 $14.3M 0.02% -6,092 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,031 shares; 2025Q4: 274,701 shares; 2026Q1: 317,569 shares 317,569 $14.3M 0.02% +42,868 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,786 shares; 2024Q4: 58,405 shares; 2025Q1: 76,233 shares; 2025Q2: 72,466 shares; 2025Q3: 74,970 shares; 2025Q4: 81,723 shares; 2026Q1: 69,246 shares 69,246 $14.3M 0.02% -12,477 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: 27,384 shares; 2024Q4: 26,140 shares; 2025Q1: 31,161 shares; 2025Q2: 38,882 shares; 2025Q3: 49,193 shares; 2025Q4: 44,602 shares; 2026Q1: 36,331 shares 36,331 $14.2M 0.02% -8,271 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,674 shares; 2024Q4: 33,608 shares; 2025Q1: 35,196 shares; 2025Q2: 33,476 shares; 2025Q3: 36,817 shares; 2025Q4: 37,669 shares; 2026Q1: 35,449 shares 35,449 $14.1M 0.02% -2,220 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,516 shares; 2024Q4: 812,140 shares; 2025Q1: 309,448 shares; 2025Q2: 2,182,139 shares; 2025Q3: 409,143 shares; 2025Q4: 449,589 shares; 2026Q1: 419,654 shares 419,654 $14.1M 0.02% -29,935 Timeline