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: 1,714,674 shares; 2024Q4: 1,656,638 shares; 2025Q1: 1,645,585 shares; 2025Q2: 1,575,401 shares; 2025Q3: 1,550,102 shares; 2025Q4: 1,595,889 shares; 2026Q1: 1,608,662 shares 1,608,662 $962M 5.93% +12,773 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009,209 shares; 2024Q4: 970,299 shares; 2025Q1: 984,859 shares; 2025Q2: 856,197 shares; 2025Q3: 854,136 shares; 2025Q4: 1,271,953 shares; 2026Q1: 1,359,535 shares 1,359,535 $888M 5.48% +87,582 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: 89,826 shares; 2024Q4: 86,051 shares; 2025Q1: 83,021 shares; 2025Q2: 80,134 shares; 2025Q3: 83,109 shares; 2025Q4: 762,991 shares; 2026Q1: 764,294 shares 764,294 $497M 3.06% +1,303 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: 4,319,447 shares; 2024Q4: 4,357,174 shares; 2025Q1: 4,747,245 shares; 2025Q2: 4,871,864 shares; 2025Q3: 4,940,967 shares; 2025Q4: 4,968,670 shares; 2026Q1: 5,062,078 shares 5,062,078 $457M 2.82% +93,408 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,420 shares; 2024Q4: 1,442,100 shares; 2025Q1: 1,469,502 shares; 2025Q2: 1,468,466 shares; 2025Q3: 1,549,938 shares; 2025Q4: 1,785,601 shares; 2026Q1: 1,762,553 shares 1,762,553 $447M 2.76% -23,048 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: 1,539,965 shares; 2024Q4: 1,526,882 shares; 2025Q1: 1,585,149 shares; 2025Q2: 1,585,815 shares; 2025Q3: 1,817,380 shares; 2025Q4: 1,964,878 shares; 2026Q1: 2,141,958 shares 2,141,958 $374M 2.3% +177,080 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,755,943 shares; 2025Q4: 2,770,862 shares; 2026Q1: 2,773,980 shares 2,773,980 $327M 2.02% +3,118 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: 594,910 shares; 2024Q4: 622,134 shares; 2025Q1: 650,338 shares; 2025Q2: 659,548 shares; 2025Q3: 695,753 shares; 2025Q4: 755,628 shares; 2026Q1: 774,509 shares 774,509 $287M 1.77% +18,881 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: 2,602,727 shares; 2024Q4: 2,666,492 shares; 2025Q1: 2,905,965 shares; 2025Q2: 3,079,264 shares; 2025Q3: 3,389,339 shares; 2025Q4: 3,538,190 shares; 2026Q1: 3,697,194 shares 3,697,194 $285M 1.76% +159,004 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359,036 shares; 2024Q4: 1,360,302 shares; 2025Q1: 1,393,568 shares; 2025Q2: 1,388,095 shares; 2025Q3: 1,418,692 shares; 2025Q4: 1,451,534 shares; 2026Q1: 1,433,905 shares 1,433,905 $281M 1.73% -17,629 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: 2,391,455 shares; 2024Q4: 2,387,221 shares; 2025Q1: 2,794,759 shares; 2025Q2: 3,369,175 shares; 2025Q3: 3,504,248 shares; 2025Q4: 3,821,180 shares; 2026Q1: 3,609,503 shares 3,609,503 $252M 1.55% -211,677 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: 530,975 shares; 2024Q4: 522,062 shares; 2025Q1: 530,323 shares; 2025Q2: 531,327 shares; 2025Q3: 533,498 shares; 2025Q4: 542,351 shares; 2026Q1: 554,536 shares 554,536 $242M 1.49% +12,185 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: 656,715 shares; 2024Q4: 667,333 shares; 2025Q1: 708,844 shares; 2025Q2: 699,628 shares; 2025Q3: 777,107 shares; 2025Q4: 843,079 shares; 2026Q1: 791,050 shares 791,050 $227M 1.4% -52,029 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: 8,098,513 shares; 2024Q4: 7,862,876 shares; 2025Q1: 8,125,578 shares; 2025Q2: 7,832,116 shares; 2025Q3: 7,889,842 shares; 2025Q4: 7,600,137 shares; 2026Q1: 9,932,883 shares 9,932,883 $227M 1.4% +2,332,746 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: 5,847,580 shares; 2024Q4: 5,178,060 shares; 2025Q1: 4,972,439 shares; 2025Q2: 4,360,363 shares; 2025Q3: 3,912,545 shares; 2025Q4: 3,993,982 shares; 2026Q1: 4,101,187 shares 4,101,187 $189M 1.17% +107,205 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS 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: 4,985,122 shares; 2026Q1: 4,957,240 shares 4,957,240 $152M 0.94% -27,882 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: 5,159,342 shares; 2024Q4: 5,164,091 shares; 2025Q1: 4,917,718 shares; 2025Q2: 4,392,617 shares; 2025Q3: 3,904,585 shares; 2025Q4: 2,769,491 shares; 2026Q1: 1,922,954 shares 1,922,954 $151M 0.93% -846,537 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: 539,520 shares; 2024Q4: 526,239 shares; 2025Q1: 523,132 shares; 2025Q2: 524,989 shares; 2025Q3: 527,271 shares; 2025Q4: 530,787 shares; 2026Q1: 508,570 shares 508,570 $146M 0.9% -22,217 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: 1,120,532 shares; 2024Q4: 1,108,429 shares; 2025Q1: 1,186,375 shares; 2025Q2: 1,119,971 shares; 2025Q3: 1,087,820 shares; 2025Q4: 1,195,539 shares; 2026Q1: 1,166,626 shares 1,166,626 $145M 0.89% -28,913 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328,120 shares; 2024Q4: 4,277,593 shares; 2025Q1: 4,503,439 shares; 2025Q2: 3,936,941 shares; 2025Q3: 3,829,421 shares; 2025Q4: 3,524,238 shares; 2026Q1: 3,344,417 shares 3,344,417 $142M 0.88% -179,821 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: 539,613 shares; 2024Q4: 546,334 shares; 2025Q1: 554,886 shares; 2025Q2: 554,450 shares; 2025Q3: 609,279 shares; 2025Q4: 665,873 shares; 2026Q1: 670,394 shares 670,394 $140M 0.86% +4,521 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: 359,714 shares; 2024Q4: 357,398 shares; 2025Q1: 494,055 shares; 2025Q2: 519,868 shares; 2025Q3: 536,893 shares; 2025Q4: 731,518 shares; 2026Q1: 660,573 shares 660,573 $140M 0.86% -70,945 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: 1,495,429 shares; 2024Q4: 1,488,518 shares; 2025Q1: 1,318,942 shares; 2025Q2: 1,276,906 shares; 2025Q3: 1,299,050 shares; 2025Q4: 1,355,696 shares; 2026Q1: 1,422,567 shares 1,422,567 $135M 0.83% +66,871 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: 46,365 shares; 2024Q4: 46,844 shares; 2025Q1: 46,963 shares; 2025Q2: 44,582 shares; 2025Q3: 44,370 shares; 2025Q4: 234,514 shares; 2026Q1: 233,511 shares 233,511 $135M 0.83% -1,003 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: 226,574 shares; 2024Q4: 229,206 shares; 2025Q1: 233,386 shares; 2025Q2: 220,845 shares; 2025Q3: 247,569 shares; 2025Q4: 264,725 shares; 2026Q1: 267,985 shares 267,985 $128M 0.79% +3,260 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: 1,344,766 shares; 2024Q4: 1,269,567 shares; 2025Q1: 1,228,174 shares; 2025Q2: 1,098,355 shares; 2025Q3: 1,065,257 shares; 2025Q4: 1,084,160 shares; 2026Q1: 1,105,695 shares 1,105,695 $125M 0.77% +21,535 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041,568 shares; 2025Q4: 2,719,807 shares; 2026Q1: 4,591,369 shares 4,591,369 $120M 0.74% +1,871,562 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: 570,325 shares; 2024Q4: 557,580 shares; 2025Q1: 634,627 shares; 2025Q2: 626,943 shares; 2025Q3: 519,338 shares; 2025Q4: 580,624 shares; 2026Q1: 619,423 shares 619,423 $119M 0.73% +38,799 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: 2,668,517 shares; 2024Q4: 2,649,270 shares; 2025Q1: 2,589,059 shares; 2025Q2: 2,467,565 shares; 2025Q3: 2,436,818 shares; 2025Q4: 2,367,022 shares; 2026Q1: 2,292,868 shares 2,292,868 $113M 0.7% -74,154 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: 382,120 shares; 2024Q4: 377,712 shares; 2025Q1: 370,378 shares; 2025Q2: 364,338 shares; 2025Q3: 356,996 shares; 2025Q4: 376,217 shares; 2026Q1: 370,760 shares 370,760 $109M 0.67% -5,457 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: 1,938,467 shares; 2024Q4: 1,816,573 shares; 2025Q1: 1,793,418 shares; 2025Q2: 1,745,131 shares; 2025Q3: 2,059,852 shares; 2025Q4: 2,111,020 shares; 2026Q1: 1,752,856 shares 1,752,856 $102M 0.63% -358,164 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: 2,056,610 shares; 2024Q4: 2,042,649 shares; 2025Q1: 2,054,068 shares; 2025Q2: 1,968,621 shares; 2025Q3: 1,951,956 shares; 2025Q4: 1,885,504 shares; 2026Q1: 1,865,467 shares 1,865,467 $99.1M 0.61% -20,037 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: 265,167 shares; 2024Q4: 291,841 shares; 2025Q1: 299,617 shares; 2025Q2: 301,275 shares; 2025Q3: 343,331 shares; 2025Q4: 375,989 shares; 2026Q1: 366,322 shares 366,322 $89.5M 0.55% -9,667 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: 151,124 shares; 2024Q4: 150,496 shares; 2025Q1: 154,123 shares; 2025Q2: 152,835 shares; 2025Q3: 153,259 shares; 2025Q4: 156,682 shares; 2026Q1: 155,967 shares 155,967 $89.2M 0.55% -715 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934,273 shares; 2026Q1: 1,732,174 shares 1,732,174 $87.5M 0.54% +797,901 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,940 shares; 2024Q4: 61,209 shares; 2025Q1: 386,651 shares; 2025Q2: 816,324 shares; 2025Q3: 1,060,708 shares; 2025Q4: 1,276,484 shares; 2026Q1: 1,434,068 shares 1,434,068 $84.9M 0.52% +157,584 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: 569,992 shares; 2024Q4: 2,232,323 shares; 2025Q1: 2,196,439 shares; 2025Q2: 2,023,549 shares; 2025Q3: 1,960,348 shares; 2025Q4: 2,847,963 shares; 2026Q1: 2,907,132 shares 2,907,132 $84.7M 0.52% +59,169 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: 326,070 shares; 2024Q4: 291,518 shares; 2025Q1: 272,873 shares; 2025Q2: 267,920 shares; 2025Q3: 262,467 shares; 2025Q4: 263,511 shares; 2026Q1: 279,914 shares 279,914 $84.6M 0.52% +16,403 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: 1,410,975 shares; 2024Q4: 1,465,718 shares; 2025Q1: 1,125,092 shares; 2025Q2: 1,627,235 shares; 2025Q3: 1,356,749 shares; 2025Q4: 1,173,429 shares; 2026Q1: 1,137,189 shares 1,137,189 $84.4M 0.52% -36,240 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: 98,644 shares; 2024Q4: 91,345 shares; 2025Q1: 86,910 shares; 2025Q2: 85,479 shares; 2025Q3: 84,313 shares; 2025Q4: 83,380 shares; 2026Q1: 80,677 shares 80,677 $80.4M 0.5% -2,703 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: 761,202 shares; 2024Q4: 726,908 shares; 2025Q1: 754,512 shares; 2025Q2: 710,584 shares; 2025Q3: 721,354 shares; 2025Q4: 790,411 shares; 2026Q1: 786,743 shares 786,743 $78.1M 0.48% -3,668 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: 262,889 shares; 2024Q4: 243,434 shares; 2025Q1: 216,827 shares; 2025Q2: 214,709 shares; 2025Q3: 191,716 shares; 2025Q4: 200,719 shares; 2026Q1: 233,277 shares 233,277 $72.2M 0.45% +32,558 Timeline SHM 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: 2,525,467 shares; 2024Q4: 2,455,065 shares; 2025Q1: 2,431,266 shares; 2025Q2: 2,064,442 shares; 2025Q3: 1,994,926 shares; 2025Q4: 1,817,846 shares; 2026Q1: 1,419,516 shares 1,419,516 $67.9M 0.42% -398,330 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: 624,351 shares; 2024Q4: 597,477 shares; 2025Q1: 620,381 shares; 2025Q2: 558,968 shares; 2025Q3: 567,950 shares; 2025Q4: 587,593 shares; 2026Q1: 613,660 shares 613,660 $65.1M 0.4% +26,067 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: 1,040,015 shares; 2024Q4: 1,025,458 shares; 2025Q1: 1,155,416 shares; 2025Q2: 1,135,570 shares; 2025Q3: 1,150,895 shares; 2025Q4: 1,380,840 shares; 2026Q1: 1,249,816 shares 1,249,816 $63.2M 0.39% -131,024 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: 24,477 shares; 2024Q4: 30,151 shares; 2025Q1: 54,185 shares; 2025Q2: 53,610 shares; 2025Q3: 53,726 shares; 2025Q4: 53,095 shares; 2026Q1: 47,608 shares 47,608 $62.9M 0.39% -5,487 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: 380,520 shares; 2024Q4: 492,256 shares; 2025Q1: 555,697 shares; 2025Q2: 535,217 shares; 2025Q3: 512,003 shares; 2025Q4: 616,462 shares; 2026Q1: 638,550 shares 638,550 $61.5M 0.38% +22,088 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596,396 shares; 2026Q1: 611,351 shares 611,351 $59.1M 0.36% +14,955 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: 785,770 shares; 2024Q4: 778,861 shares; 2025Q1: 771,995 shares; 2025Q2: 755,515 shares; 2025Q3: 771,359 shares; 2025Q4: 772,444 shares; 2026Q1: 762,038 shares 762,038 $59.1M 0.36% -10,406 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348,604 shares; 2024Q4: 2,630,601 shares; 2025Q1: 2,634,250 shares; 2025Q2: 2,457,149 shares; 2025Q3: 2,414,781 shares; 2025Q4: 2,409,483 shares; 2026Q1: 2,381,566 shares 2,381,566 $58.9M 0.36% -27,917 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: 431,820 shares; 2024Q4: 421,473 shares; 2025Q1: 402,781 shares; 2025Q2: 372,856 shares; 2025Q3: 349,701 shares; 2025Q4: 308,452 shares; 2026Q1: 271,341 shares 271,341 $58.9M 0.36% -37,111 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: 115,842 shares; 2024Q4: 328,384 shares; 2025Q1: 318,257 shares; 2025Q2: 298,599 shares; 2025Q3: 306,706 shares; 2025Q4: 1,855,788 shares; 2026Q1: 1,912,047 shares 1,912,047 $58.6M 0.36% +56,259 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: 375,380 shares; 2024Q4: 349,564 shares; 2025Q1: 344,441 shares; 2025Q2: 315,106 shares; 2025Q3: 121,850 shares; 2025Q4: 318,712 shares; 2026Q1: 319,444 shares 319,444 $58M 0.36% +732 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: not reported; 2024Q4: 2,403 shares; 2025Q1: 372,257 shares; 2025Q2: 513,096 shares; 2025Q3: 606,428 shares; 2025Q4: 582,333 shares; 2026Q1: 574,363 shares 574,363 $57.8M 0.36% -7,970 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: 44,608 shares; 2024Q4: 44,725 shares; 2025Q1: 50,328 shares; 2025Q2: 53,122 shares; 2025Q3: 57,064 shares; 2025Q4: 60,326 shares; 2026Q1: 60,590 shares 60,590 $55.7M 0.34% +264 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: 203,781 shares; 2024Q4: 198,582 shares; 2025Q1: 198,136 shares; 2025Q2: 195,892 shares; 2025Q3: 243,350 shares; 2025Q4: 252,593 shares; 2026Q1: 255,395 shares 255,395 $55.5M 0.34% +2,802 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: 705,749 shares; 2024Q4: 799,537 shares; 2025Q1: 415,476 shares; 2025Q2: 402,630 shares; 2025Q3: 45,202 shares; 2025Q4: 13,950 shares; 2026Q1: 490,483 shares 490,483 $54.6M 0.34% +476,533 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908,180 shares; 2024Q4: 894,569 shares; 2025Q1: 863,419 shares; 2025Q2: 789,646 shares; 2025Q3: 748,428 shares; 2025Q4: 679,714 shares; 2026Q1: 605,036 shares 605,036 $53.7M 0.33% -74,678 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: 246,902 shares; 2024Q4: 249,517 shares; 2025Q1: 247,886 shares; 2025Q2: 238,890 shares; 2025Q3: 238,012 shares; 2025Q4: 257,373 shares; 2026Q1: 258,043 shares 258,043 $53.4M 0.33% +670 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: 4,977 shares; 2024Q4: 136,492 shares; 2025Q1: 135,398 shares; 2025Q2: 129,350 shares; 2025Q3: 129,638 shares; 2025Q4: 212,205 shares; 2026Q1: 214,260 shares 214,260 $51.5M 0.32% +2,055 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: 315,519 shares; 2024Q4: 280,097 shares; 2025Q1: 231,950 shares; 2025Q2: 242,533 shares; 2025Q3: 282,031 shares; 2025Q4: 285,994 shares; 2026Q1: 355,010 shares 355,010 $51.3M 0.32% +69,016 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: 273,285 shares; 2024Q4: 258,804 shares; 2025Q1: 275,129 shares; 2025Q2: 276,396 shares; 2025Q3: 276,913 shares; 2025Q4: 286,377 shares; 2026Q1: 297,404 shares 297,404 $50.5M 0.31% +11,027 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: 642,094 shares; 2024Q4: 622,473 shares; 2025Q1: 559,888 shares; 2025Q2: 557,198 shares; 2025Q3: 607,893 shares; 2025Q4: 593,818 shares; 2026Q1: 561,518 shares 561,518 $50.3M 0.31% -32,300 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: 558,486 shares; 2025Q3: 1,437,706 shares; 2025Q4: 1,491,523 shares; 2026Q1: 1,516,138 shares 1,516,138 $49.7M 0.31% +24,615 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,500 shares; 2024Q4: 1,899,117 shares; 2025Q1: 1,884,648 shares; 2025Q2: 1,733,326 shares; 2025Q3: 1,690,182 shares; 2025Q4: 1,663,283 shares; 2026Q1: 1,625,488 shares 1,625,488 $49.6M 0.31% -37,795 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: 727,371 shares; 2024Q4: 2,110,459 shares; 2025Q1: 2,050,121 shares; 2025Q2: 2,002,549 shares; 2025Q3: 1,937,722 shares; 2025Q4: 1,903,988 shares; 2026Q1: 1,861,938 shares 1,861,938 $47.8M 0.29% -42,050 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: 213,146 shares; 2024Q4: 189,067 shares; 2025Q1: 159,789 shares; 2025Q2: 156,087 shares; 2025Q3: 144,371 shares; 2025Q4: 147,561 shares; 2026Q1: 141,165 shares 141,165 $46.4M 0.29% -6,396 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: 155,899 shares; 2024Q4: 151,485 shares; 2025Q1: 152,566 shares; 2025Q2: 824,028 shares; 2025Q3: 842,290 shares; 2025Q4: 865,325 shares; 2026Q1: 922,432 shares 922,432 $46M 0.28% +57,107 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: 839,821 shares; 2024Q4: 826,154 shares; 2025Q1: 814,585 shares; 2025Q2: 828,959 shares; 2025Q3: 937,094 shares; 2025Q4: 995,475 shares; 2026Q1: 884,009 shares 884,009 $45.9M 0.28% -111,466 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,196,978 shares; 2025Q3: 1,220,914 shares; 2025Q4: 1,250,962 shares; 2026Q1: 1,258,967 shares 1,258,967 $45.6M 0.28% +8,005 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: 387,426 shares; 2024Q4: 464,436 shares; 2025Q1: 470,781 shares; 2025Q2: 491,215 shares; 2025Q3: 498,940 shares; 2025Q4: 505,035 shares; 2026Q1: 522,544 shares 522,544 $45.3M 0.28% +17,509 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: 349,538 shares; 2024Q4: 336,382 shares; 2025Q1: 318,354 shares; 2025Q2: 317,112 shares; 2025Q3: 354,850 shares; 2025Q4: 357,507 shares; 2026Q1: 345,188 shares 345,188 $44.5M 0.27% -12,319 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: 162,271 shares; 2024Q4: 159,702 shares; 2025Q1: 156,583 shares; 2025Q2: 153,774 shares; 2025Q3: 152,017 shares; 2025Q4: 148,743 shares; 2026Q1: 142,837 shares 142,837 $43.2M 0.27% -5,906 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,189 shares; 2024Q4: 137,359 shares; 2025Q1: 356,552 shares; 2025Q2: 674,775 shares; 2025Q3: 1,331,030 shares; 2025Q4: 1,686,300 shares; 2026Q1: 1,859,979 shares 1,859,979 $42.6M 0.26% +173,679 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: 370,739 shares; 2024Q4: 323,642 shares; 2025Q1: 280,035 shares; 2025Q2: 271,757 shares; 2025Q3: 278,735 shares; 2025Q4: 272,741 shares; 2026Q1: 271,146 shares 271,146 $42.1M 0.26% -1,595 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: 85,257 shares; 2024Q4: 86,136 shares; 2025Q1: 86,869 shares; 2025Q2: 90,432 shares; 2025Q3: 108,147 shares; 2025Q4: 113,702 shares; 2026Q1: 112,543 shares 112,543 $41.8M 0.26% -1,159 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: 85,450 shares; 2024Q4: 83,852 shares; 2025Q1: 83,118 shares; 2025Q2: 82,263 shares; 2025Q3: 77,784 shares; 2025Q4: 96,821 shares; 2026Q1: 96,222 shares 96,222 $41M 0.25% -599 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: 321,921 shares; 2024Q4: 354,230 shares; 2025Q1: 284,964 shares; 2025Q2: 255,734 shares; 2025Q3: 227,150 shares; 2025Q4: 231,046 shares; 2026Q1: 210,449 shares 210,449 $40.6M 0.25% -20,597 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: 135,702 shares; 2024Q4: 132,931 shares; 2025Q1: 128,132 shares; 2025Q2: 119,548 shares; 2025Q3: 119,011 shares; 2025Q4: 124,233 shares; 2026Q1: 124,054 shares 124,054 $39.8M 0.25% -179 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: 670,640 shares; 2024Q4: 508,086 shares; 2025Q1: 430,939 shares; 2025Q2: 397,422 shares; 2025Q3: 389,685 shares; 2025Q4: 397,308 shares; 2026Q1: 313,778 shares 313,778 $39M 0.24% -83,530 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: 420,877 shares; 2024Q4: 360,205 shares; 2025Q1: 576,288 shares; 2025Q2: 552,601 shares; 2025Q3: 637,807 shares; 2025Q4: 648,353 shares; 2026Q1: 1,052,622 shares 1,052,622 $38.7M 0.24% +404,269 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: 100,305 shares; 2024Q4: 99,209 shares; 2025Q1: 97,627 shares; 2025Q2: 97,311 shares; 2025Q3: 123,428 shares; 2025Q4: 130,661 shares; 2026Q1: 127,713 shares 127,713 $38.6M 0.24% -2,948 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,157 shares; 2026Q1: 894,547 shares 894,547 $38.6M 0.24% +683,390 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: 88,097 shares; 2024Q4: 82,216 shares; 2025Q1: 71,710 shares; 2025Q2: 93,584 shares; 2025Q3: 110,827 shares; 2025Q4: 113,377 shares; 2026Q1: 109,388 shares 109,388 $37M 0.23% -3,989 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: 82,427 shares; 2024Q4: 79,695 shares; 2025Q1: 78,844 shares; 2025Q2: 81,748 shares; 2025Q3: 79,636 shares; 2025Q4: 77,856 shares; 2026Q1: 79,662 shares 79,662 $36.7M 0.23% +1,806 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: 513,784 shares; 2024Q4: 511,638 shares; 2025Q1: 511,601 shares; 2025Q2: 493,559 shares; 2025Q3: 507,985 shares; 2025Q4: 554,057 shares; 2026Q1: 535,062 shares 535,062 $36.1M 0.22% -18,995 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: 155,378 shares; 2024Q4: 155,596 shares; 2025Q1: 155,829 shares; 2025Q2: 153,103 shares; 2025Q3: 154,206 shares; 2025Q4: 153,672 shares; 2026Q1: 151,886 shares 151,886 $35.9M 0.22% -1,786 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: 864,341 shares 864,341 $35.5M 0.22% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559,720 shares; 2026Q1: 562,577 shares 562,577 $35.2M 0.22% +2,857 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: 557,360 shares; 2026Q1: 617,579 shares 617,579 $35.2M 0.22% +60,219 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,398 shares; 2024Q4: 23,656 shares; 2025Q1: 24,371 shares; 2025Q2: 23,603 shares; 2025Q3: 23,268 shares; 2025Q4: 231,816 shares; 2026Q1: 364,105 shares 364,105 $35M 0.22% +132,289 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: 1,070,854 shares 1,070,854 $34.9M 0.22% new Timeline GIGL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,121 shares; 2026Q1: 681,103 shares 681,103 $34.2M 0.21% +319,982 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: 24,175 shares; 2024Q4: 24,084 shares; 2025Q1: 49,361 shares; 2025Q2: 49,647 shares; 2025Q3: 92,931 shares; 2025Q4: 129,883 shares; 2026Q1: 148,076 shares 148,076 $33.5M 0.21% +18,193 Timeline VNQI 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: 1,384,033 shares; 2024Q4: 1,356,646 shares; 2025Q1: 1,348,763 shares; 2025Q2: 1,183,817 shares; 2025Q3: 1,085,796 shares; 2025Q4: 912,491 shares; 2026Q1: 752,462 shares 752,462 $33.3M 0.21% -160,029 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,672 shares; 2024Q4: 78,541 shares; 2025Q1: 292,263 shares; 2025Q2: 495,885 shares; 2025Q3: 803,412 shares; 2025Q4: 1,234,952 shares; 2026Q1: 1,481,203 shares 1,481,203 $33.2M 0.2% +246,251 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: 111,827 shares; 2024Q4: 102,825 shares; 2025Q1: 95,006 shares; 2025Q2: 93,128 shares; 2025Q3: 90,875 shares; 2025Q4: 88,408 shares; 2026Q1: 77,782 shares 77,782 $33.1M 0.2% -10,626 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: 14,175 shares; 2024Q4: 40,815 shares; 2025Q1: 173,708 shares; 2025Q2: 286,319 shares; 2025Q3: 412,247 shares; 2025Q4: 582,737 shares; 2026Q1: 677,379 shares 677,379 $32.7M 0.2% +94,642 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: 153,120 shares; 2024Q4: 157,526 shares; 2025Q1: 167,937 shares; 2025Q2: 325,010 shares; 2025Q3: 381,467 shares; 2025Q4: 423,648 shares; 2026Q1: 435,838 shares 435,838 $32.7M 0.2% +12,190 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: 78,045 shares; 2024Q4: 76,879 shares; 2025Q1: 82,387 shares; 2025Q2: 80,068 shares; 2025Q3: 74,245 shares; 2025Q4: 69,754 shares; 2026Q1: 64,313 shares 64,313 $32.1M 0.2% -5,441 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: 9,974 shares; 2024Q4: 8,121 shares; 2025Q1: 8,176 shares; 2025Q2: 8,500 shares; 2025Q3: 33,165 shares; 2025Q4: 38,426 shares; 2026Q1: 36,788 shares 36,788 $32.1M 0.2% -1,638 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: 342,820 shares; 2024Q4: 336,773 shares; 2025Q1: 318,524 shares; 2025Q2: 290,155 shares; 2025Q3: 314,241 shares; 2025Q4: 329,256 shares; 2026Q1: 215,402 shares 215,402 $31.7M 0.2% -113,854 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: 65,450 shares; 2024Q4: 57,961 shares; 2025Q1: 64,214 shares; 2025Q2: 64,715 shares; 2025Q3: 84,536 shares; 2025Q4: 90,799 shares; 2026Q1: 89,829 shares 89,829 $31.6M 0.19% -970 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: 52,169 shares; 2024Q4: 49,888 shares; 2025Q1: 48,521 shares; 2025Q2: 46,785 shares; 2025Q3: 45,003 shares; 2025Q4: 44,190 shares; 2026Q1: 44,369 shares 44,369 $31.4M 0.19% +179 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 573,072 shares; 2026Q1: 570,840 shares 570,840 $31.2M 0.19% -2,232 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: 9,906 shares; 2024Q4: 6,988 shares; 2025Q1: 11,901 shares; 2025Q2: 8,902 shares; 2025Q3: 23,710 shares; 2025Q4: 35,346 shares; 2026Q1: 36,647 shares 36,647 $31M 0.19% +1,301 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: 113,333 shares; 2024Q4: 113,037 shares; 2025Q1: 112,467 shares; 2025Q2: 115,757 shares; 2025Q3: 117,462 shares; 2025Q4: 118,770 shares; 2026Q1: 117,447 shares 117,447 $30.7M 0.19% -1,323 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,482 shares; 2026Q1: 620,337 shares 620,337 $30.6M 0.19% +300,855 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: 104,136 shares; 2024Q4: 96,221 shares; 2025Q1: 79,208 shares; 2025Q2: 78,158 shares; 2025Q3: 78,998 shares; 2025Q4: 82,051 shares; 2026Q1: 87,586 shares 87,586 $30.1M 0.19% +5,535 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,710 shares; 2025Q1: 117,922 shares; 2025Q2: 182,588 shares; 2025Q3: 211,553 shares; 2025Q4: 412,346 shares; 2026Q1: 448,851 shares 448,851 $28.7M 0.18% +36,505 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: 54,654 shares; 2024Q4: 55,827 shares; 2025Q1: 55,694 shares; 2025Q2: 53,806 shares; 2025Q3: 51,092 shares; 2025Q4: 49,872 shares; 2026Q1: 50,983 shares 50,983 $28.7M 0.18% +1,111 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: 200,872 shares; 2024Q4: 193,536 shares; 2025Q1: 175,400 shares; 2025Q2: 166,635 shares; 2025Q3: 159,614 shares; 2025Q4: 148,148 shares; 2026Q1: 144,634 shares 144,634 $28.7M 0.18% -3,514 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: 273,947 shares; 2024Q4: 285,149 shares; 2025Q1: 327,532 shares; 2025Q2: 318,126 shares; 2025Q3: 302,619 shares; 2025Q4: 276,304 shares; 2026Q1: 275,531 shares 275,531 $27.7M 0.17% -773 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: 688,774 shares; 2024Q4: 641,149 shares; 2025Q1: 589,001 shares; 2025Q2: 556,731 shares; 2025Q3: 537,131 shares; 2025Q4: 564,091 shares; 2026Q1: 514,896 shares 514,896 $27M 0.17% -49,195 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: 46,918 shares; 2024Q4: 40,441 shares; 2025Q1: 41,751 shares; 2025Q2: 43,217 shares; 2025Q3: 84,413 shares; 2025Q4: 89,861 shares; 2026Q1: 93,973 shares 93,973 $26.7M 0.16% +4,112 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,314 shares; 2024Q4: 89,784 shares; 2025Q1: 79,428 shares; 2025Q2: 78,076 shares; 2025Q3: 75,648 shares; 2025Q4: 118,097 shares; 2026Q1: 170,474 shares 170,474 $26.4M 0.16% +52,377 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,119 shares; 2024Q4: 65,373 shares; 2025Q1: 283,067 shares; 2025Q2: 486,873 shares; 2025Q3: 797,841 shares; 2025Q4: 1,044,411 shares; 2026Q1: 1,181,634 shares 1,181,634 $26.3M 0.16% +137,223 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: 32,517 shares; 2024Q4: 32,062 shares; 2025Q1: 31,653 shares; 2025Q2: 31,601 shares; 2025Q3: 30,821 shares; 2025Q4: 30,746 shares; 2026Q1: 29,305 shares 29,305 $26.2M 0.16% -1,441 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 64,060 shares; 2025Q1: 282,943 shares; 2025Q2: 486,420 shares; 2025Q3: 805,137 shares; 2025Q4: 1,055,383 shares; 2026Q1: 1,197,930 shares 1,197,930 $26.1M 0.16% +142,547 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: 235,535 shares; 2024Q4: 236,683 shares; 2025Q1: 185,522 shares; 2025Q2: 156,359 shares; 2025Q3: 121,087 shares; 2025Q4: 184,447 shares; 2026Q1: 176,671 shares 176,671 $25.8M 0.16% -7,776 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: 297,099 shares; 2024Q4: 251,553 shares; 2025Q1: 239,283 shares; 2025Q2: 226,074 shares; 2025Q3: 219,509 shares; 2025Q4: 203,830 shares; 2026Q1: 202,620 shares 202,620 $25.6M 0.16% -1,210 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: 402,641 shares; 2024Q4: 405,551 shares; 2025Q1: 402,349 shares; 2025Q2: 396,543 shares; 2025Q3: 389,554 shares; 2025Q4: 385,382 shares; 2026Q1: 394,895 shares 394,895 $25.2M 0.16% +9,513 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: 37,342 shares; 2024Q4: 37,505 shares; 2025Q1: 34,408 shares; 2025Q2: 36,508 shares; 2025Q3: 62,125 shares; 2025Q4: 67,965 shares; 2026Q1: 69,104 shares 69,104 $24.7M 0.15% +1,139 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,439 shares; 2025Q1: 71,260 shares; 2025Q2: 141,633 shares; 2025Q3: 234,520 shares; 2025Q4: 924,228 shares; 2026Q1: 1,236,306 shares 1,236,306 $24.4M 0.15% +312,078 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: 29,184 shares; 2024Q4: 27,550 shares; 2025Q1: 28,012 shares; 2025Q2: 26,031 shares; 2025Q3: 45,371 shares; 2025Q4: 48,698 shares; 2026Q1: 49,291 shares 49,291 $24.2M 0.15% +593 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: 106,750 shares; 2024Q4: 110,101 shares; 2025Q1: 111,166 shares; 2025Q2: 109,848 shares; 2025Q3: 126,298 shares; 2025Q4: 132,364 shares; 2026Q1: 129,326 shares 129,326 $24.1M 0.15% -3,038 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: 60,303 shares; 2024Q4: 58,305 shares; 2025Q1: 57,875 shares; 2025Q2: 56,867 shares; 2025Q3: 56,449 shares; 2025Q4: 80,635 shares; 2026Q1: 80,520 shares 80,520 $24.1M 0.15% -115 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290,767 shares; 2026Q1: 553,237 shares 553,237 $23.9M 0.15% +262,470 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: 210,318 shares; 2024Q4: 202,999 shares; 2025Q1: 182,448 shares; 2025Q2: 178,649 shares; 2025Q3: 174,824 shares; 2025Q4: 185,703 shares; 2026Q1: 163,823 shares 163,823 $23.3M 0.14% -21,880 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: 119,915 shares; 2024Q4: 120,403 shares; 2025Q1: 117,260 shares; 2025Q2: 116,423 shares; 2025Q3: 111,326 shares; 2025Q4: 111,066 shares; 2026Q1: 108,098 shares 108,098 $22.7M 0.14% -2,968 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,738 shares; 2024Q4: 89,065 shares; 2025Q1: 88,116 shares; 2025Q2: 87,145 shares; 2025Q3: 86,892 shares; 2025Q4: 79,171 shares; 2026Q1: 86,378 shares 86,378 $22.5M 0.14% +7,207 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,772 shares; 2024Q4: 255,955 shares; 2025Q1: 257,996 shares; 2025Q2: 258,102 shares; 2025Q3: 248,471 shares; 2025Q4: 247,384 shares; 2026Q1: 241,478 shares 241,478 $22.3M 0.14% -5,906 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: 95,152 shares; 2024Q4: 94,625 shares; 2025Q1: 94,000 shares; 2025Q2: 90,593 shares; 2025Q3: 85,991 shares; 2025Q4: 315,824 shares; 2026Q1: 317,552 shares 317,552 $22.3M 0.14% +1,728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,022 shares; 2026Q1: 92,843 shares 92,843 $22.1M 0.14% +6,821 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: 40,599 shares; 2024Q4: 38,695 shares; 2025Q1: 37,814 shares; 2025Q2: 37,150 shares; 2025Q3: 35,812 shares; 2025Q4: 159,345 shares; 2026Q1: 164,251 shares 164,251 $21.8M 0.13% +4,906 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: 95,370 shares; 2024Q4: 98,148 shares; 2025Q1: 97,228 shares; 2025Q2: 95,411 shares; 2025Q3: 92,731 shares; 2025Q4: 99,197 shares; 2026Q1: 100,679 shares 100,679 $21.5M 0.13% +1,482 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330,695 shares; 2024Q4: 1,311,377 shares; 2025Q1: 1,287,685 shares; 2025Q2: 1,140,355 shares; 2025Q3: 1,082,745 shares; 2025Q4: 971,586 shares; 2026Q1: 865,607 shares 865,607 $21.5M 0.13% -105,979 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: 14,634 shares; 2024Q4: 13,895 shares; 2025Q1: 13,718 shares; 2025Q2: 14,509 shares; 2025Q3: 20,576 shares; 2025Q4: 104,449 shares; 2026Q1: 204,654 shares 204,654 $21.4M 0.13% +100,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,361 shares; 2026Q1: 55,575 shares 55,575 $21.3M 0.13% -786 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: 177,105 shares; 2024Q4: 157,140 shares; 2025Q1: 255,406 shares; 2025Q2: 193,690 shares; 2025Q3: 106,051 shares; 2025Q4: 418,269 shares; 2026Q1: 407,590 shares 407,590 $20.8M 0.13% -10,679 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: 246,364 shares; 2024Q4: 203,261 shares; 2025Q1: 189,034 shares; 2025Q2: 181,291 shares; 2025Q3: 177,596 shares; 2025Q4: 170,811 shares; 2026Q1: 144,688 shares 144,688 $20.2M 0.12% -26,123 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: 313,722 shares; 2024Q4: 907,760 shares; 2025Q1: 890,849 shares; 2025Q2: 863,248 shares; 2025Q3: 852,597 shares; 2025Q4: 826,795 shares; 2026Q1: 802,522 shares 802,522 $20.2M 0.12% -24,273 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: 213,606 shares; 2024Q4: 210,564 shares; 2025Q1: 211,241 shares; 2025Q2: 204,600 shares; 2025Q3: 201,587 shares; 2025Q4: 199,379 shares; 2026Q1: 195,878 shares 195,878 $20.1M 0.12% -3,501 Timeline SCMB 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: 13,995 shares; 2024Q4: 58,104 shares; 2025Q1: 174,487 shares; 2025Q2: 462,276 shares; 2025Q3: 569,983 shares; 2025Q4: 646,753 shares; 2026Q1: 779,851 shares 779,851 $19.9M 0.12% +133,098 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: 208,940 shares; 2024Q4: 204,630 shares; 2025Q1: 198,544 shares; 2025Q2: 198,678 shares; 2025Q3: 193,136 shares; 2025Q4: 179,276 shares; 2026Q1: 166,774 shares 166,774 $19.8M 0.12% -12,502 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: 62,335 shares; 2024Q4: 58,936 shares; 2025Q1: 62,193 shares; 2025Q2: 62,122 shares; 2025Q3: 61,490 shares; 2025Q4: 78,802 shares; 2026Q1: 79,388 shares 79,388 $19.7M 0.12% +586 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: 83,009 shares; 2024Q4: 80,897 shares; 2025Q1: 66,389 shares; 2025Q2: 70,331 shares; 2025Q3: 82,992 shares; 2025Q4: 94,127 shares; 2026Q1: 95,885 shares 95,885 $19.5M 0.12% +1,758 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 15,882 shares; 2025Q1: 11,322 shares; 2025Q2: 13,679 shares; 2025Q3: 11,390 shares; 2025Q4: 253,956 shares; 2026Q1: 263,301 shares 263,301 $19.4M 0.12% +9,345 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,597 shares; 2024Q4: 89,829 shares; 2025Q1: 88,627 shares; 2025Q2: 87,963 shares; 2025Q3: 83,306 shares; 2025Q4: 82,168 shares; 2026Q1: 77,231 shares 77,231 $19.3M 0.12% -4,937 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: 154,993 shares; 2024Q4: 151,792 shares; 2025Q1: 147,766 shares; 2025Q2: 143,552 shares; 2025Q3: 140,825 shares; 2025Q4: 133,577 shares; 2026Q1: 129,080 shares 129,080 $18.7M 0.12% -4,497 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: 104,668 shares; 2024Q4: 103,385 shares; 2025Q1: 104,033 shares; 2025Q2: 108,222 shares; 2025Q3: 99,536 shares; 2025Q4: 99,786 shares; 2026Q1: 98,431 shares 98,431 $18.7M 0.12% -1,355 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: 106,312 shares; 2024Q4: 102,324 shares; 2025Q1: 98,834 shares; 2025Q2: 97,668 shares; 2025Q3: 94,971 shares; 2025Q4: 126,552 shares; 2026Q1: 124,702 shares 124,702 $18.3M 0.11% -1,850 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: 4,540 shares; 2024Q4: 4,556 shares; 2025Q1: 4,535 shares; 2025Q2: 4,502 shares; 2025Q3: 4,351 shares; 2025Q4: 4,325 shares; 2026Q1: 4,285 shares 4,285 $18M 0.11% -40 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,754 shares; 2024Q4: 182,801 shares; 2025Q1: 183,706 shares; 2025Q2: 182,741 shares; 2025Q3: 176,983 shares; 2025Q4: 172,870 shares; 2026Q1: 175,653 shares 175,653 $17.9M 0.11% +2,783 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: 269,746 shares; 2024Q4: 261,225 shares; 2025Q1: 282,761 shares; 2025Q2: 275,090 shares; 2025Q3: 271,051 shares; 2025Q4: 253,707 shares; 2026Q1: 209,103 shares 209,103 $17.8M 0.11% -44,604 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: 155,740 shares; 2024Q4: 151,611 shares; 2025Q1: 145,243 shares; 2025Q2: 147,099 shares; 2025Q3: 144,813 shares; 2025Q4: 193,885 shares; 2026Q1: 191,280 shares 191,280 $17.7M 0.11% -2,605 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: 159,027 shares; 2024Q4: 150,076 shares; 2025Q1: 130,870 shares; 2025Q2: 125,694 shares; 2025Q3: 121,992 shares; 2025Q4: 148,903 shares; 2026Q1: 145,312 shares 145,312 $17.5M 0.11% -3,591 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: 125,031 shares; 2024Q4: 122,359 shares; 2025Q1: 125,231 shares; 2025Q2: 123,210 shares; 2025Q3: 116,831 shares; 2025Q4: 105,213 shares; 2026Q1: 100,725 shares 100,725 $17.4M 0.11% -4,488 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: 59,267 shares; 2024Q4: 56,074 shares; 2025Q1: 57,137 shares; 2025Q2: 56,686 shares; 2025Q3: 56,991 shares; 2025Q4: 76,577 shares; 2026Q1: 80,244 shares 80,244 $17.3M 0.11% +3,667 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,374 shares; 2026Q1: 336,405 shares 336,405 $16.7M 0.1% +69,031 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,722 shares; 2024Q4: 132,714 shares; 2025Q1: 134,112 shares; 2025Q2: 134,972 shares; 2025Q3: 130,028 shares; 2025Q4: 129,028 shares; 2026Q1: 130,174 shares 130,174 $16.6M 0.1% +1,146 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: 363,948 shares; 2024Q4: 361,117 shares; 2025Q1: 279,936 shares; 2025Q2: 265,769 shares; 2025Q3: 254,260 shares; 2025Q4: 255,709 shares; 2026Q1: 199,938 shares 199,938 $16.5M 0.1% -55,771 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: 22,464 shares; 2024Q4: 44,470 shares; 2025Q1: 40,063 shares; 2025Q2: 40,357 shares; 2025Q3: 85,969 shares; 2025Q4: 97,289 shares; 2026Q1: 101,351 shares 101,351 $16.2M 0.1% +4,062 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: 24,691 shares; 2024Q4: 26,024 shares; 2025Q1: 28,388 shares; 2025Q2: 30,323 shares; 2025Q3: 41,880 shares; 2025Q4: 266,092 shares; 2026Q1: 285,551 shares 285,551 $16.2M 0.1% +19,459 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: 73,180 shares; 2025Q1: 79,139 shares; 2025Q2: 74,775 shares; 2025Q3: 74,870 shares; 2025Q4: 76,368 shares; 2026Q1: 75,763 shares 75,763 $16.2M 0.1% -605 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: 212,268 shares; 2024Q4: 206,455 shares; 2025Q1: 197,972 shares; 2025Q2: 185,616 shares; 2025Q3: 188,639 shares; 2025Q4: 194,849 shares; 2026Q1: 202,770 shares 202,770 $16.1M 0.1% +7,921 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: 47,904 shares; 2024Q4: 45,835 shares; 2025Q1: 46,456 shares; 2025Q2: 45,940 shares; 2025Q3: 39,647 shares; 2025Q4: 39,681 shares; 2026Q1: 37,206 shares 37,206 $16.1M 0.1% -2,475 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,141 shares; 2024Q4: 120,997 shares; 2025Q1: 115,447 shares; 2025Q2: 113,848 shares; 2025Q3: 113,914 shares; 2025Q4: 130,522 shares; 2026Q1: 156,812 shares 156,812 $16M 0.1% +26,290 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: 127,602 shares; 2024Q4: 147,860 shares; 2025Q1: 115,135 shares; 2025Q2: 114,803 shares; 2025Q3: 112,551 shares; 2025Q4: 112,058 shares; 2026Q1: 113,848 shares 113,848 $15.7M 0.1% +1,790 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: 77,663 shares; 2024Q4: 58,109 shares; 2025Q1: 44,461 shares; 2025Q2: 43,636 shares; 2025Q3: 85,730 shares; 2025Q4: 80,591 shares; 2026Q1: 72,296 shares 72,296 $15.7M 0.1% -8,295 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: 46,635 shares; 2024Q4: 45,517 shares; 2025Q1: 44,554 shares; 2025Q2: 43,799 shares; 2025Q3: 42,810 shares; 2025Q4: 43,425 shares; 2026Q1: 41,907 shares 41,907 $15.5M 0.1% -1,518 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: 91,009 shares; 2024Q4: 77,480 shares; 2025Q1: 62,681 shares; 2025Q2: 61,290 shares; 2025Q3: 61,141 shares; 2025Q4: 58,849 shares; 2026Q1: 52,435 shares 52,435 $15.5M 0.1% -6,414 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: 361,058 shares; 2024Q4: 359,990 shares; 2025Q1: 358,114 shares; 2025Q2: 402,529 shares; 2025Q3: 393,591 shares; 2025Q4: 534,697 shares; 2026Q1: 530,473 shares 530,473 $15.4M 0.09% -4,224 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383,323 shares; 2026Q1: 290,008 shares 290,008 $15.3M 0.09% -93,315 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: 73,434 shares; 2024Q4: 196,247 shares; 2025Q1: 93,363 shares; 2025Q2: 271,517 shares; 2025Q3: 266,669 shares; 2025Q4: 279,057 shares; 2026Q1: 167,261 shares 167,261 $15.3M 0.09% -111,796 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: 258,152 shares; 2024Q4: 237,935 shares; 2025Q1: 172,565 shares; 2025Q2: 225,074 shares; 2025Q3: 227,596 shares; 2025Q4: 292,093 shares; 2026Q1: 305,285 shares 305,285 $15.3M 0.09% +13,192 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: 54,777 shares; 2024Q4: 40,705 shares; 2025Q1: 35,292 shares; 2025Q2: 31,154 shares; 2025Q3: 27,042 shares; 2025Q4: 146,625 shares; 2026Q1: 149,075 shares 149,075 $15M 0.09% +2,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286,819 shares; 2026Q1: 570,789 shares 570,789 $15M 0.09% +283,970 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,119 shares; 2024Q4: 184,202 shares; 2025Q1: 141,248 shares; 2025Q2: 135,438 shares; 2025Q3: 113,717 shares; 2025Q4: 113,365 shares; 2026Q1: 89,145 shares 89,145 $14.8M 0.09% -24,220 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,449 shares; 2026Q1: 255,620 shares 255,620 $14.8M 0.09% +3,171 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: 75,424 shares; 2024Q4: 103,308 shares; 2025Q1: 169,611 shares; 2025Q2: 166,315 shares; 2025Q3: 169,402 shares; 2025Q4: 160,983 shares; 2026Q1: 171,064 shares 171,064 $14.6M 0.09% +10,081 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: 167,751 shares; 2024Q4: 157,316 shares; 2025Q1: 169,055 shares; 2025Q2: 162,471 shares; 2025Q3: 158,894 shares; 2025Q4: 150,012 shares; 2026Q1: 131,949 shares 131,949 $14.4M 0.09% -18,063 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: 80,725 shares; 2024Q4: 79,673 shares; 2025Q1: 77,484 shares; 2025Q2: 79,060 shares; 2025Q3: 80,563 shares; 2025Q4: 91,406 shares; 2026Q1: 96,652 shares 96,652 $14.3M 0.09% +5,246 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,257 shares; 2024Q4: 443,404 shares; 2025Q1: 439,764 shares; 2025Q2: 437,062 shares; 2025Q3: 423,374 shares; 2025Q4: 425,427 shares; 2026Q1: 426,068 shares 426,068 $14.1M 0.09% +641 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,538 shares; 2024Q4: 52,598 shares; 2025Q1: 51,245 shares; 2025Q2: 50,858 shares; 2025Q3: 48,929 shares; 2025Q4: 48,811 shares; 2026Q1: 48,707 shares 48,707 $14.1M 0.09% -104 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: 80,505 shares; 2024Q4: 77,738 shares; 2025Q1: 76,878 shares; 2025Q2: 76,452 shares; 2025Q3: 80,960 shares; 2025Q4: 85,041 shares; 2026Q1: 92,055 shares 92,055 $14.1M 0.09% +7,014 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: 14,294 shares; 2024Q4: 220,128 shares; 2025Q1: 403,191 shares; 2025Q2: 283,060 shares; 2025Q3: 436,676 shares; 2025Q4: 428,007 shares; 2026Q1: 159,397 shares 159,397 $14.1M 0.09% -268,610 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: 247,951 shares; 2024Q4: 244,888 shares; 2025Q1: 241,175 shares; 2025Q2: 233,206 shares; 2025Q3: 229,185 shares; 2025Q4: 255,734 shares; 2026Q1: 258,494 shares 258,494 $14M 0.09% +2,760 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: 127,392 shares; 2024Q4: 118,217 shares; 2025Q1: 140,893 shares; 2025Q2: 141,521 shares; 2025Q3: 140,579 shares; 2025Q4: 146,647 shares; 2026Q1: 148,171 shares 148,171 $13.8M 0.08% +1,524 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: 38,381 shares; 2024Q4: 37,853 shares; 2025Q1: 39,742 shares; 2025Q2: 39,855 shares; 2025Q3: 123,607 shares; 2025Q4: 143,200 shares; 2026Q1: 145,710 shares 145,710 $13.7M 0.08% +2,510 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: 104,383 shares; 2024Q4: 103,703 shares; 2025Q1: 101,734 shares; 2025Q2: 100,383 shares; 2025Q3: 99,324 shares; 2025Q4: 124,950 shares; 2026Q1: 122,609 shares 122,609 $13.6M 0.08% -2,341 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,517 shares; 2024Q4: 789,612 shares; 2025Q1: 726,387 shares; 2025Q2: 640,183 shares; 2025Q3: 620,489 shares; 2025Q4: 563,098 shares; 2026Q1: 585,144 shares 585,144 $13.6M 0.08% +22,046 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: 122,732 shares; 2024Q4: 120,222 shares; 2025Q1: 115,580 shares; 2025Q2: 110,793 shares; 2025Q3: 109,480 shares; 2025Q4: 105,967 shares; 2026Q1: 103,640 shares 103,640 $13.6M 0.08% -2,327 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: 68,555 shares; 2024Q4: 58,241 shares; 2025Q1: 176,719 shares; 2025Q2: 196,124 shares; 2025Q3: 195,366 shares; 2025Q4: 193,032 shares; 2026Q1: 188,189 shares 188,189 $13.5M 0.08% -4,843 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,395 shares; 2026Q1: 264,570 shares 264,570 $13.5M 0.08% +166,175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,281 shares; 2026Q1: 53,931 shares 53,931 $13.4M 0.08% -350 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: 44,047 shares; 2024Q4: 42,149 shares; 2025Q1: 43,519 shares; 2025Q2: 44,996 shares; 2025Q3: 46,039 shares; 2025Q4: 54,271 shares; 2026Q1: 55,123 shares 55,123 $13.4M 0.08% +852 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: 23,872 shares; 2024Q4: 24,899 shares; 2025Q1: 31,231 shares; 2025Q2: 30,904 shares; 2025Q3: 32,124 shares; 2025Q4: 35,092 shares; 2026Q1: 38,760 shares 38,760 $13.1M 0.08% +3,668 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: 279,323 shares; 2024Q4: 281,347 shares; 2025Q1: 202,234 shares; 2025Q2: 195,340 shares; 2025Q3: 189,699 shares; 2025Q4: 188,564 shares; 2026Q1: 186,003 shares 186,003 $13.1M 0.08% -2,561 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: 224,531 shares; 2024Q4: 220,118 shares; 2025Q1: 219,545 shares; 2025Q2: 215,221 shares; 2025Q3: 230,515 shares; 2025Q4: 268,689 shares; 2026Q1: 265,325 shares 265,325 $12.9M 0.08% -3,364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,178 shares; 2026Q1: 120,828 shares 120,828 $12.8M 0.08% -4,350 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334,950 shares; 2026Q1: 506,200 shares 506,200 $12.7M 0.08% +171,250 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: 150,724 shares; 2024Q4: 147,547 shares; 2025Q1: 148,077 shares; 2025Q2: 151,190 shares; 2025Q3: 148,023 shares; 2025Q4: 165,044 shares; 2026Q1: 166,947 shares 166,947 $12.7M 0.08% +1,903 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: 53,614 shares; 2024Q4: 60,440 shares; 2025Q1: 64,511 shares; 2025Q2: 78,329 shares; 2025Q3: 93,424 shares; 2025Q4: 104,371 shares; 2026Q1: 105,882 shares 105,882 $12.6M 0.08% +1,511 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: 42,800 shares; 2024Q4: 44,043 shares; 2025Q1: 43,355 shares; 2025Q2: 41,885 shares; 2025Q3: 41,156 shares; 2025Q4: 61,291 shares; 2026Q1: 64,866 shares 64,866 $12.4M 0.08% +3,575 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: 28,928 shares; 2024Q4: 27,940 shares; 2025Q1: 29,583 shares; 2025Q2: 29,881 shares; 2025Q3: 31,305 shares; 2025Q4: 36,032 shares; 2026Q1: 36,371 shares 36,371 $12.4M 0.08% +339 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: 159,160 shares; 2024Q4: 147,558 shares; 2025Q1: 146,859 shares; 2025Q2: 145,886 shares; 2025Q3: 145,329 shares; 2025Q4: 143,886 shares; 2026Q1: 156,258 shares 156,258 $12.4M 0.08% +12,372 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,800 shares; 2026Q1: 517,600 shares 517,600 $12.3M 0.08% +161,800 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 24,084 shares; 2025Q1: 25,566 shares; 2025Q2: 25,712 shares; 2025Q3: 62,672 shares; 2025Q4: 117,756 shares; 2026Q1: 126,474 shares 126,474 $12.2M 0.08% +8,718 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: 53,402 shares; 2024Q4: 53,645 shares; 2025Q1: 56,256 shares; 2025Q2: 58,257 shares; 2025Q3: 59,369 shares; 2025Q4: 71,545 shares; 2026Q1: 73,025 shares 73,025 $12.1M 0.07% +1,480 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,692 shares; 2024Q4: 252,561 shares; 2025Q1: 305,791 shares; 2025Q2: 331,206 shares; 2025Q3: 318,592 shares; 2025Q4: 324,714 shares; 2026Q1: 265,023 shares 265,023 $11.9M 0.07% -59,691 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339,937 shares; 2026Q1: 338,529 shares 338,529 $11.9M 0.07% -1,408 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,862 shares; 2024Q4: 31,396 shares; 2025Q1: 29,538 shares; 2025Q2: 26,256 shares; 2025Q3: 78,064 shares; 2025Q4: 89,997 shares; 2026Q1: 92,990 shares 92,990 $11.8M 0.07% +2,993 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194,906 shares; 2026Q1: 212,112 shares 212,112 $11.8M 0.07% +17,206 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: 28,969 shares; 2024Q4: 28,320 shares; 2025Q1: 29,332 shares; 2025Q2: 28,070 shares; 2025Q3: 29,852 shares; 2025Q4: 35,809 shares; 2026Q1: 37,787 shares 37,787 $11.7M 0.07% +1,978 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: 54,932 shares; 2024Q4: 55,932 shares; 2025Q1: 55,465 shares; 2025Q2: 55,618 shares; 2025Q3: 52,437 shares; 2025Q4: 51,374 shares; 2026Q1: 50,285 shares 50,285 $11.7M 0.07% -1,089 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: 79,752 shares; 2024Q4: 84,498 shares; 2025Q1: 80,940 shares; 2025Q2: 82,487 shares; 2025Q3: 83,338 shares; 2025Q4: 118,504 shares; 2026Q1: 119,323 shares 119,323 $11.6M 0.07% +819 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: 11,042 shares; 2024Q4: 11,344 shares; 2025Q1: 12,135 shares; 2025Q2: 11,799 shares; 2025Q3: 12,588 shares; 2025Q4: 252,068 shares; 2026Q1: 244,171 shares 244,171 $11.5M 0.07% -7,897 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,877 shares; 2024Q4: 72,532 shares; 2025Q1: 55,706 shares; 2025Q2: 53,987 shares; 2025Q3: 53,974 shares; 2025Q4: 51,910 shares; 2026Q1: 65,932 shares 65,932 $11.2M 0.07% +14,022 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893,671 shares; 2024Q4: 756,436 shares; 2025Q1: 708,619 shares; 2025Q2: 656,934 shares; 2025Q3: 623,745 shares; 2025Q4: 615,850 shares; 2026Q1: 605,450 shares 605,450 $11.1M 0.07% -10,400 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: 26,052 shares; 2024Q4: 35,501 shares; 2025Q1: 44,367 shares; 2025Q2: 52,161 shares; 2025Q3: 55,075 shares; 2025Q4: 62,564 shares; 2026Q1: 75,283 shares 75,283 $11M 0.07% +12,719 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748 shares; 2025Q3: 6,075 shares; 2025Q4: 172,520 shares; 2026Q1: 187,804 shares 187,804 $10.7M 0.07% +15,284 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,354 shares; 2024Q4: 112,409 shares; 2025Q1: 103,465 shares; 2025Q2: 105,939 shares; 2025Q3: 106,557 shares; 2025Q4: 97,453 shares; 2026Q1: 143,239 shares 143,239 $10.7M 0.07% +45,786 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 10,294 shares; 2025Q1: 10,424 shares; 2025Q2: 10,734 shares; 2025Q3: 48,639 shares; 2025Q4: 57,937 shares; 2026Q1: 70,436 shares 70,436 $10.6M 0.07% +12,499 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: 44,859 shares; 2024Q4: 42,588 shares; 2025Q1: 43,070 shares; 2025Q2: 38,118 shares; 2025Q3: 36,749 shares; 2025Q4: 44,976 shares; 2026Q1: 43,685 shares 43,685 $10.6M 0.07% -1,291 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,932 shares; 2024Q4: 136,091 shares; 2025Q1: 127,469 shares; 2025Q2: 126,048 shares; 2025Q3: 125,797 shares; 2025Q4: 123,728 shares; 2026Q1: 122,187 shares 122,187 $10.6M 0.07% -1,541 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,414 shares; 2026Q1: 119,315 shares 119,315 $10.5M 0.06% +15,901 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,157 shares; 2024Q4: 226,146 shares; 2025Q1: 235,065 shares; 2025Q2: 205,722 shares; 2025Q3: 192,074 shares; 2025Q4: 177,690 shares; 2026Q1: 178,113 shares 178,113 $10.5M 0.06% +423 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: 104,177 shares; 2024Q4: 115,187 shares; 2025Q1: 130,822 shares; 2025Q2: 142,007 shares; 2025Q3: 148,704 shares; 2025Q4: 161,012 shares; 2026Q1: 174,913 shares 174,913 $10.4M 0.06% +13,901 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: 174,626 shares; 2024Q4: 180,241 shares; 2025Q1: 186,480 shares; 2025Q2: 181,509 shares; 2025Q3: 165,396 shares; 2025Q4: 159,792 shares; 2026Q1: 169,889 shares 169,889 $10.3M 0.06% +10,097 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 17,890 shares; 2025Q1: 17,744 shares; 2025Q2: 17,648 shares; 2025Q3: 17,974 shares; 2025Q4: 18,831 shares; 2026Q1: 19,030 shares 19,030 $10.3M 0.06% +199 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,410 shares; 2026Q1: 203,054 shares 203,054 $10.2M 0.06% -15,356 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: 70,307 shares; 2024Q4: 54,908 shares; 2025Q1: 44,782 shares; 2025Q2: 44,029 shares; 2025Q3: 34,231 shares; 2025Q4: 32,860 shares; 2026Q1: 30,938 shares 30,938 $10.2M 0.06% -1,922 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: 82,505 shares; 2024Q4: 82,152 shares; 2025Q1: 86,167 shares; 2025Q2: 73,847 shares; 2025Q3: 72,185 shares; 2025Q4: 73,165 shares; 2026Q1: 73,280 shares 73,280 $10.1M 0.06% +115 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: 25,587 shares; 2024Q4: 16,020 shares; 2025Q1: 16,346 shares; 2025Q2: 16,217 shares; 2025Q3: 64,178 shares; 2025Q4: 87,892 shares; 2026Q1: 87,690 shares 87,690 $10.1M 0.06% -202 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: 21,407 shares; 2024Q4: 21,409 shares; 2025Q1: 26,075 shares; 2025Q2: 26,786 shares; 2025Q3: 125,611 shares; 2025Q4: 140,735 shares; 2026Q1: 142,027 shares 142,027 $10M 0.06% +1,292 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,887 shares; 2025Q1: 11,960 shares; 2025Q2: 22,134 shares; 2025Q3: 27,106 shares; 2025Q4: 35,837 shares; 2026Q1: 39,704 shares 39,704 $9.95M 0.06% +3,867 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,136 shares; 2026Q1: 111,854 shares 111,854 $9.93M 0.06% +1,718 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: 11,892 shares; 2024Q4: 12,062 shares; 2025Q1: 11,984 shares; 2025Q2: 12,655 shares; 2025Q3: 13,393 shares; 2025Q4: 96,904 shares; 2026Q1: 103,305 shares 103,305 $9.92M 0.06% +6,401 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: 50,216 shares; 2024Q4: 48,842 shares; 2025Q1: 52,995 shares; 2025Q2: 50,309 shares; 2025Q3: 44,795 shares; 2025Q4: 53,064 shares; 2026Q1: 50,865 shares 50,865 $9.87M 0.06% -2,199 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: 110,163 shares; 2024Q4: 131,244 shares; 2025Q1: 149,974 shares; 2025Q2: 136,063 shares; 2025Q3: 137,518 shares; 2025Q4: 156,558 shares; 2026Q1: 168,711 shares 168,711 $9.87M 0.06% +12,153 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: 77,919 shares; 2024Q4: 68,201 shares; 2025Q1: 59,936 shares; 2025Q2: 56,971 shares; 2025Q3: 68,482 shares; 2025Q4: 60,327 shares; 2026Q1: 50,471 shares 50,471 $9.86M 0.06% -9,856 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: 29,826 shares; 2024Q4: 42,695 shares; 2025Q1: 38,615 shares; 2025Q2: 44,636 shares; 2025Q3: 46,570 shares; 2025Q4: 48,371 shares; 2026Q1: 49,457 shares 49,457 $9.84M 0.06% +1,086 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: 28,164 shares; 2025Q2: 57,476 shares; 2025Q3: 69,968 shares; 2025Q4: 93,171 shares; 2026Q1: 129,998 shares 129,998 $9.83M 0.06% +36,827 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: 9,460 shares; 2024Q4: 9,635 shares; 2025Q1: 11,113 shares; 2025Q2: 12,171 shares; 2025Q3: 14,934 shares; 2025Q4: 21,837 shares; 2026Q1: 22,544 shares 22,544 $9.7M 0.06% +707 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: 73,299 shares; 2024Q4: 73,746 shares; 2025Q1: 69,695 shares; 2025Q2: 29,602 shares; 2025Q3: 32,787 shares; 2025Q4: 36,889 shares; 2026Q1: 34,620 shares 34,620 $9.37M 0.06% -2,269 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,154 shares; 2025Q1: 84,382 shares; 2025Q2: 82,530 shares; 2025Q3: 82,444 shares; 2025Q4: 72,886 shares; 2026Q1: 57,836 shares 57,836 $9.36M 0.06% -15,050 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,229 shares; 2024Q4: 56,622 shares; 2025Q1: 52,008 shares; 2025Q2: 50,336 shares; 2025Q3: 50,034 shares; 2025Q4: 47,193 shares; 2026Q1: 42,560 shares 42,560 $9.32M 0.06% -4,633 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 273,532 shares; 2026Q1: 289,390 shares 289,390 $9.31M 0.06% +15,858 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: 59,910 shares; 2024Q4: 55,463 shares; 2025Q1: 54,576 shares; 2025Q2: 56,736 shares; 2025Q3: 52,882 shares; 2025Q4: 54,435 shares; 2026Q1: 57,784 shares 57,784 $9.23M 0.06% +3,349 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 335,807 shares; 2025Q1: 358,661 shares; 2025Q2: 347,693 shares; 2025Q3: 352,314 shares; 2025Q4: 408,944 shares; 2026Q1: 394,158 shares 394,158 $9.14M 0.06% -14,786 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: 78,126 shares; 2024Q4: 62,511 shares; 2025Q1: 51,652 shares; 2025Q2: 50,574 shares; 2025Q3: 51,556 shares; 2025Q4: 49,437 shares; 2026Q1: 44,849 shares 44,849 $9.11M 0.06% -4,588 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,818 shares; 2024Q4: 57,726 shares; 2025Q1: 60,343 shares; 2025Q2: 53,827 shares; 2025Q3: 60,437 shares; 2025Q4: 66,380 shares; 2026Q1: 64,438 shares 64,438 $9.11M 0.06% -1,942 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: 23,086 shares; 2024Q4: 22,278 shares; 2025Q1: 112,042 shares; 2025Q2: 158,609 shares; 2025Q3: 283,637 shares; 2025Q4: 293,499 shares; 2026Q1: 28,615 shares 28,615 $9.1M 0.06% -264,884 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,139 shares; 2024Q4: 77,219 shares; 2025Q1: 76,420 shares; 2025Q2: 76,712 shares; 2025Q3: 76,553 shares; 2025Q4: 72,828 shares; 2026Q1: 76,037 shares 76,037 $9.09M 0.06% +3,209 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: 179,148 shares; 2024Q4: 197,766 shares; 2025Q1: 213,823 shares; 2025Q2: 221,950 shares; 2025Q3: 256,415 shares; 2025Q4: 302,955 shares; 2026Q1: 372,480 shares 372,480 $9.03M 0.06% +69,525 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 5,248 shares; 2025Q1: 5,129 shares; 2025Q2: 4,933 shares; 2025Q3: 25,037 shares; 2025Q4: 22,884 shares; 2026Q1: 20,497 shares 20,497 $8.9M 0.05% -2,387 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,207 shares; 2024Q4: 82,621 shares; 2025Q1: 82,875 shares; 2025Q2: 82,080 shares; 2025Q3: 81,745 shares; 2025Q4: 75,709 shares; 2026Q1: 74,433 shares 74,433 $8.77M 0.05% -1,276 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,909 shares; 2024Q4: 13,220 shares; 2025Q1: 13,202 shares; 2025Q2: 13,293 shares; 2025Q3: 13,577 shares; 2025Q4: 104,290 shares; 2026Q1: 106,226 shares 106,226 $8.6M 0.05% +1,936 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: 42,455 shares; 2024Q4: 58,709 shares; 2025Q1: 37,293 shares; 2025Q2: 35,019 shares; 2025Q3: 35,979 shares; 2025Q4: 36,084 shares; 2026Q1: 26,557 shares 26,557 $8.45M 0.05% -9,527 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: 78,493 shares; 2024Q4: 75,323 shares; 2025Q1: 76,915 shares; 2025Q2: 82,266 shares; 2025Q3: 75,948 shares; 2025Q4: 82,264 shares; 2026Q1: 85,791 shares 85,791 $8.44M 0.05% +3,527 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,814 shares; 2025Q1: 4,172 shares; 2025Q2: 4,340 shares; 2025Q3: 4,419 shares; 2025Q4: 11,697 shares; 2026Q1: 12,020 shares 12,020 $8.39M 0.05% +323 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: 79,701 shares; 2024Q4: 84,614 shares; 2025Q1: 81,178 shares; 2025Q2: 80,609 shares; 2025Q3: 79,456 shares; 2025Q4: 105,593 shares; 2026Q1: 94,746 shares 94,746 $8.32M 0.05% -10,847 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,853 shares; 2024Q4: 172,559 shares; 2025Q1: 74,592 shares; 2025Q2: 74,696 shares; 2025Q3: 77,931 shares; 2025Q4: 84,332 shares; 2026Q1: 77,747 shares 77,747 $8.29M 0.05% -6,585 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,016 shares; 2024Q4: 39,705 shares; 2025Q1: 42,542 shares; 2025Q2: 40,887 shares; 2025Q3: 31,042 shares; 2025Q4: 25,543 shares; 2026Q1: 23,199 shares 23,199 $8.21M 0.05% -2,344 Timeline NAVN NAVAN INC More: the full row for NAVAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617,564 shares 617,564 $8.18M 0.05% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,890 shares; 2024Q4: 357,600 shares; 2025Q1: 358,402 shares; 2025Q2: 328,510 shares; 2025Q3: 327,054 shares; 2025Q4: 275,681 shares; 2026Q1: 318,292 shares 318,292 $8.15M 0.05% +42,611 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: 17,416 shares; 2025Q1: 15,929 shares; 2025Q2: 15,848 shares; 2025Q3: 10,689 shares; 2025Q4: 14,207 shares; 2026Q1: 8,457 shares 8,457 $8.13M 0.05% -5,750 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,629 shares; 2024Q4: 368,042 shares; 2025Q1: 351,588 shares; 2025Q2: 352,671 shares; 2025Q3: 345,872 shares; 2025Q4: 330,268 shares; 2026Q1: 374,417 shares 374,417 $8.11M 0.05% +44,149 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,095 shares; 2025Q4: 102,207 shares; 2026Q1: 101,985 shares 101,985 $8.08M 0.05% -222 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: 3,373 shares; 2024Q4: 4,174 shares; 2025Q1: 41,656 shares; 2025Q2: 93,382 shares; 2025Q3: 91,487 shares; 2025Q4: 92,039 shares; 2026Q1: 84,584 shares 84,584 $8.07M 0.05% -7,455 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,947 shares; 2024Q4: 193,308 shares; 2025Q1: 193,556 shares; 2025Q2: 186,869 shares; 2025Q3: 186,824 shares; 2025Q4: 188,687 shares; 2026Q1: 159,090 shares 159,090 $8.05M 0.05% -29,597 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,285 shares; 2025Q4: 175,240 shares; 2026Q1: 196,437 shares 196,437 $8.01M 0.05% +21,197 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: 84,343 shares; 2024Q4: 79,854 shares; 2025Q1: 79,241 shares; 2025Q2: 82,742 shares; 2025Q3: 78,516 shares; 2025Q4: 80,641 shares; 2026Q1: 82,751 shares 82,751 $7.99M 0.05% +2,110 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: 141,377 shares; 2024Q4: 140,685 shares; 2025Q1: 173,664 shares; 2025Q2: 155,099 shares; 2025Q3: 155,254 shares; 2025Q4: 169,551 shares; 2026Q1: 180,875 shares 180,875 $7.98M 0.05% +11,324 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: 39,453 shares; 2024Q4: 39,790 shares; 2025Q1: 41,768 shares; 2025Q2: 41,546 shares; 2025Q3: 42,791 shares; 2025Q4: 47,940 shares; 2026Q1: 48,236 shares 48,236 $7.94M 0.05% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,010 shares; 2026Q1: 156,777 shares 156,777 $7.84M 0.05% +16,767 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,215 shares; 2024Q4: 155,662 shares; 2025Q1: 137,627 shares; 2025Q2: 120,213 shares; 2025Q3: 115,966 shares; 2025Q4: 103,310 shares; 2026Q1: 97,742 shares 97,742 $7.73M 0.05% -5,568 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: 4,705 shares; 2024Q4: 4,639 shares; 2025Q1: 5,060 shares; 2025Q2: 4,942 shares; 2025Q3: 5,016 shares; 2025Q4: 5,109 shares; 2026Q1: 5,202 shares 5,202 $7.66M 0.05% +93 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,750 shares; 2024Q4: 71,868 shares; 2025Q1: 53,641 shares; 2025Q2: 50,862 shares; 2025Q3: 74,819 shares; 2025Q4: 69,609 shares; 2026Q1: 55,121 shares 55,121 $7.66M 0.05% -14,488 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: 42,072 shares; 2024Q4: 42,791 shares; 2025Q1: 45,045 shares; 2025Q2: 50,841 shares; 2025Q3: 52,510 shares; 2025Q4: 55,620 shares; 2026Q1: 58,371 shares 58,371 $7.64M 0.05% +2,751 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,504 shares; 2025Q1: 49,821 shares; 2025Q2: 90,069 shares; 2025Q3: 112,426 shares; 2025Q4: 147,794 shares; 2026Q1: 161,027 shares 161,027 $7.6M 0.05% +13,233 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,843 shares; 2025Q2: 6,898 shares; 2025Q3: 7,245 shares; 2025Q4: 107,783 shares; 2026Q1: 133,671 shares 133,671 $7.57M 0.05% +25,888 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,260 shares; 2024Q4: 60,789 shares; 2025Q1: 57,675 shares; 2025Q2: 60,597 shares; 2025Q3: 59,084 shares; 2025Q4: 57,225 shares; 2026Q1: 57,324 shares 57,324 $7.57M 0.05% +99 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: 7,460 shares; 2024Q4: 7,882 shares; 2025Q1: 8,516 shares; 2025Q2: 10,057 shares; 2025Q3: 11,236 shares; 2025Q4: 13,067 shares; 2026Q1: 13,736 shares 13,736 $7.54M 0.05% +669 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: 11,259 shares; 2024Q4: 11,182 shares; 2025Q1: 11,014 shares; 2025Q2: 11,585 shares; 2025Q3: 11,631 shares; 2025Q4: 21,976 shares; 2026Q1: 21,093 shares 21,093 $7.53M 0.05% -883 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: 143,906 shares; 2024Q4: 130,915 shares; 2025Q1: 148,401 shares; 2025Q2: 150,063 shares; 2025Q3: 142,595 shares; 2025Q4: 120,322 shares; 2026Q1: 130,443 shares 130,443 $7.52M 0.05% +10,121 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,613 shares; 2025Q2: 136,608 shares; 2025Q3: 224,705 shares; 2025Q4: 317,769 shares; 2026Q1: 363,176 shares 363,176 $7.4M 0.05% +45,407 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: 22,644 shares; 2024Q4: 22,732 shares; 2025Q1: 22,566 shares; 2025Q2: 22,639 shares; 2025Q3: 22,652 shares; 2025Q4: 26,293 shares; 2026Q1: 25,535 shares 25,535 $7.33M 0.05% -758 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: 41,799 shares; 2024Q4: 39,774 shares; 2025Q1: 38,771 shares; 2025Q2: 37,328 shares; 2025Q3: 38,416 shares; 2025Q4: 37,748 shares; 2026Q1: 44,780 shares 44,780 $7.24M 0.04% +7,032 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: 8,089 shares; 2024Q4: 4,995 shares; 2025Q1: 4,884 shares; 2025Q2: 83,613 shares; 2025Q3: 86,002 shares; 2025Q4: 84,347 shares; 2026Q1: 78,268 shares 78,268 $7.22M 0.04% -6,079 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,615 shares; 2024Q4: 112,014 shares; 2025Q1: 113,170 shares; 2025Q2: 113,133 shares; 2025Q3: 112,735 shares; 2025Q4: 119,310 shares; 2026Q1: 117,020 shares 117,020 $7.21M 0.04% -2,290 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,934 shares; 2025Q4: 50,128 shares; 2026Q1: 138,734 shares 138,734 $7.2M 0.04% +88,606 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 7,526 shares; 2025Q3: 7,281 shares; 2025Q4: 63,449 shares; 2026Q1: 63,621 shares 63,621 $7.14M 0.04% +172 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,851 shares; 2024Q4: 44,092 shares; 2025Q1: 41,239 shares; 2025Q2: 39,965 shares; 2025Q3: 39,519 shares; 2025Q4: 36,983 shares; 2026Q1: 32,049 shares 32,049 $7.09M 0.04% -4,934 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,482 shares; 2025Q4: 106,758 shares; 2026Q1: 82,373 shares 82,373 $7.06M 0.04% -24,385 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: 11,296 shares; 2024Q4: 12,700 shares; 2025Q1: 13,640 shares; 2025Q2: 13,942 shares; 2025Q3: 15,105 shares; 2025Q4: 17,647 shares; 2026Q1: 17,981 shares 17,981 $7.02M 0.04% +334 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,609 shares; 2025Q2: 46,334 shares; 2025Q3: 67,319 shares; 2025Q4: 249,173 shares; 2026Q1: 304,411 shares 304,411 $6.97M 0.04% +55,238 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: 132,688 shares; 2024Q4: 130,577 shares; 2025Q1: 154,250 shares; 2025Q2: 149,760 shares; 2025Q3: 166,331 shares; 2025Q4: 171,864 shares; 2026Q1: 169,860 shares 169,860 $6.97M 0.04% -2,004 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: 264,783 shares; 2024Q4: 187,057 shares; 2025Q1: 187,265 shares; 2025Q2: 229,574 shares; 2025Q3: 220,459 shares; 2025Q4: 239,492 shares; 2026Q1: 248,210 shares 248,210 $6.97M 0.04% +8,718 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: 10,798 shares; 2024Q4: 11,228 shares; 2025Q1: 10,940 shares; 2025Q2: 16,469 shares; 2025Q3: 25,785 shares; 2025Q4: 51,393 shares; 2026Q1: 58,490 shares 58,490 $6.94M 0.04% +7,097 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: 118,468 shares; 2024Q4: 111,788 shares; 2025Q1: 96,376 shares; 2025Q2: 86,305 shares; 2025Q3: 76,754 shares; 2025Q4: 62,122 shares; 2026Q1: 28,541 shares 28,541 $6.94M 0.04% -33,581 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: 76,900 shares; 2024Q4: 92,489 shares; 2025Q1: 103,760 shares; 2025Q2: 105,096 shares; 2025Q3: 122,501 shares; 2025Q4: 169,866 shares; 2026Q1: 279,164 shares 279,164 $6.76M 0.04% +109,298 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,927 shares; 2024Q4: 353,112 shares; 2025Q1: 344,187 shares; 2025Q2: 295,553 shares; 2025Q3: 276,001 shares; 2025Q4: 254,538 shares; 2026Q1: 232,189 shares 232,189 $6.75M 0.04% -22,349 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,391 shares; 2024Q4: 33,360 shares; 2025Q1: 35,885 shares; 2025Q2: 34,797 shares; 2025Q3: 26,927 shares; 2025Q4: 22,875 shares; 2026Q1: 19,743 shares 19,743 $6.75M 0.04% -3,132 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: 49,588 shares; 2024Q4: 36,166 shares; 2025Q1: 34,479 shares; 2025Q2: 31,620 shares; 2025Q3: 29,957 shares; 2025Q4: 109,282 shares; 2026Q1: 108,577 shares 108,577 $6.65M 0.04% -705 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184,111 shares; 2024Q4: 1,176,667 shares; 2025Q1: 1,094,719 shares; 2025Q2: 938,536 shares; 2025Q3: 803,328 shares; 2025Q4: 542,317 shares; 2026Q1: 68,722 shares 68,722 $6.56M 0.04% -473,595 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: 36,083 shares; 2024Q4: 34,770 shares; 2025Q1: 37,772 shares; 2025Q2: 36,165 shares; 2025Q3: 37,211 shares; 2025Q4: 36,368 shares; 2026Q1: 35,942 shares 35,942 $6.55M 0.04% -426 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: 12,639 shares; 2024Q4: 11,908 shares; 2025Q1: 12,384 shares; 2025Q2: 12,557 shares; 2025Q3: 13,052 shares; 2025Q4: 12,350 shares; 2026Q1: 13,196 shares 13,196 $6.54M 0.04% +846 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,592 shares; 2026Q1: 184,103 shares 184,103 $6.53M 0.04% +6,511 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA 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: 2,246,056 shares; 2025Q3: 2,271,963 shares; 2025Q4: 2,208,713 shares; 2026Q1: 2,728,809 shares 2,728,809 $6.52M 0.04% +520,096 Timeline CSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,946 shares; 2026Q1: 86,640 shares 86,640 $6.5M 0.04% -306 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: 57,567 shares; 2024Q4: 53,423 shares; 2025Q1: 57,025 shares; 2025Q2: 45,395 shares; 2025Q3: 47,119 shares; 2025Q4: 48,203 shares; 2026Q1: 49,142 shares 49,142 $6.5M 0.04% +939 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: 27,152 shares; 2024Q4: 86,140 shares; 2025Q1: 296,970 shares; 2025Q2: 238,192 shares; 2025Q3: 232,696 shares; 2025Q4: 240,489 shares; 2026Q1: 176,662 shares 176,662 $6.49M 0.04% -63,827 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,884 shares; 2026Q1: 83,407 shares 83,407 $6.45M 0.04% +6,523 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: 58,830 shares; 2024Q4: 59,207 shares; 2025Q1: 57,813 shares; 2025Q2: 71,567 shares; 2025Q3: 76,037 shares; 2025Q4: 93,173 shares; 2026Q1: 97,160 shares 97,160 $6.41M 0.04% +3,987 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: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,047 shares; 2026Q1: 69,318 shares 69,318 $6.4M 0.04% +56,271 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,798 shares; 2025Q1: 5,686 shares; 2025Q2: 11,662 shares; 2025Q3: 11,675 shares; 2025Q4: 11,918 shares; 2026Q1: 11,716 shares 11,716 $6.37M 0.04% -202 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,920 shares; 2024Q4: 83,694 shares; 2025Q1: 83,705 shares; 2025Q2: 83,692 shares; 2025Q3: 85,043 shares; 2025Q4: 86,783 shares; 2026Q1: 88,512 shares 88,512 $6.35M 0.04% +1,729 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 11,647 shares; 2025Q1: 11,275 shares; 2025Q2: 10,500 shares; 2025Q3: 10,078 shares; 2025Q4: 9,861 shares; 2026Q1: 9,258 shares 9,258 $6.32M 0.04% -603 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: 21,111 shares; 2024Q4: 21,219 shares; 2025Q1: 21,231 shares; 2025Q2: 21,269 shares; 2025Q3: 44,241 shares; 2025Q4: 47,578 shares; 2026Q1: 21,404 shares 21,404 $6.22M 0.04% -26,174 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,867 shares; 2024Q4: 142,257 shares; 2025Q1: 140,752 shares; 2025Q2: 119,506 shares; 2025Q3: 118,107 shares; 2025Q4: 116,762 shares; 2026Q1: 128,363 shares 128,363 $6.18M 0.04% +11,601 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,601 shares; 2024Q4: 92,600 shares; 2025Q1: 89,230 shares; 2025Q2: 83,749 shares; 2025Q3: 82,582 shares; 2025Q4: 81,712 shares; 2026Q1: 78,722 shares 78,722 $6.02M 0.04% -2,990 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,490 shares; 2025Q1: 4,365 shares; 2025Q2: 3,559 shares; 2025Q3: 5,321 shares; 2025Q4: 32,644 shares; 2026Q1: 93,623 shares 93,623 $6.01M 0.04% +60,979 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,772 shares; 2026Q1: 52,432 shares 52,432 $5.99M 0.04% +4,660 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: 13,480 shares; 2024Q4: 13,066 shares; 2025Q1: 15,356 shares; 2025Q2: 34,179 shares; 2025Q3: 33,707 shares; 2025Q4: 34,500 shares; 2026Q1: 32,675 shares 32,675 $5.96M 0.04% -1,825 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,559 shares; 2024Q4: 85,299 shares; 2025Q1: 85,097 shares; 2025Q2: 85,969 shares; 2025Q3: 87,066 shares; 2025Q4: 85,871 shares; 2026Q1: 90,470 shares 90,470 $5.9M 0.04% +4,599 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,499 shares; 2024Q4: 38,176 shares; 2025Q1: 31,184 shares; 2025Q2: 31,178 shares; 2025Q3: 31,219 shares; 2025Q4: 57,131 shares; 2026Q1: 55,511 shares 55,511 $5.9M 0.04% -1,620 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,968 shares; 2025Q1: 12,448 shares; 2025Q2: 16,918 shares; 2025Q3: 17,835 shares; 2025Q4: 21,464 shares; 2026Q1: 20,987 shares 20,987 $5.86M 0.04% -477 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: 87,043 shares; 2024Q4: 86,165 shares; 2025Q1: 87,701 shares; 2025Q2: 85,055 shares; 2025Q3: 84,485 shares; 2025Q4: 81,765 shares; 2026Q1: 82,369 shares 82,369 $5.84M 0.04% +604 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,279 shares; 2026Q1: 115,110 shares 115,110 $5.84M 0.04% +831 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,862 shares; 2024Q4: 41,519 shares; 2025Q1: 40,941 shares; 2025Q2: 41,199 shares; 2025Q3: 41,232 shares; 2025Q4: 33,760 shares; 2026Q1: 41,704 shares 41,704 $5.82M 0.04% +7,944 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,775 shares; 2026Q1: 110,967 shares 110,967 $5.82M 0.04% -808 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,306 shares; 2025Q4: 69,614 shares; 2026Q1: 53,715 shares 53,715 $5.81M 0.04% -15,899 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,387 shares; 2024Q4: 84,772 shares; 2025Q1: 84,819 shares; 2025Q2: 70,955 shares; 2025Q3: 70,812 shares; 2025Q4: 73,942 shares; 2026Q1: 76,587 shares 76,587 $5.78M 0.04% +2,645 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: 16,104 shares; 2024Q4: 14,840 shares; 2025Q1: 14,739 shares; 2025Q2: 14,869 shares; 2025Q3: 14,969 shares; 2025Q4: 17,776 shares; 2026Q1: 17,716 shares 17,716 $5.77M 0.04% -60 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,043 shares; 2025Q1: 36,165 shares; 2025Q2: 34,962 shares; 2025Q3: 36,568 shares; 2025Q4: 34,494 shares; 2026Q1: 21,038 shares 21,038 $5.77M 0.04% -13,456 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: 241,130 shares; 2024Q4: 231,114 shares; 2025Q1: 237,327 shares; 2025Q2: 170,695 shares; 2025Q3: 138,871 shares; 2025Q4: 107,719 shares; 2026Q1: 109,007 shares 109,007 $5.76M 0.04% +1,288 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: 22,609 shares; 2024Q4: 21,763 shares; 2025Q1: 20,413 shares; 2025Q2: 19,162 shares; 2025Q3: 18,563 shares; 2025Q4: 37,246 shares; 2026Q1: 35,586 shares 35,586 $5.76M 0.04% -1,660 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.04% 0 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: 171,711 shares; 2024Q4: 173,817 shares; 2025Q1: 166,461 shares; 2025Q2: 140,821 shares; 2025Q3: 138,381 shares; 2025Q4: 127,505 shares; 2026Q1: 125,258 shares 125,258 $5.72M 0.04% -2,247 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,249 shares; 2026Q1: 103,811 shares 103,811 $5.67M 0.03% +51,562 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,302 shares; 2024Q4: 95,249 shares; 2025Q1: 88,886 shares; 2025Q2: 91,266 shares; 2025Q3: 95,190 shares; 2025Q4: 94,783 shares; 2026Q1: 95,575 shares 95,575 $5.62M 0.03% +792 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: 7,577 shares; 2024Q4: 7,161 shares; 2025Q1: 6,585 shares; 2025Q2: 7,255 shares; 2025Q3: 7,192 shares; 2025Q4: 7,881 shares; 2026Q1: 9,261 shares 9,261 $5.6M 0.03% +1,380 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: 58,076 shares; 2024Q4: 59,044 shares; 2025Q1: 57,478 shares; 2025Q2: 55,650 shares; 2025Q3: 54,289 shares; 2025Q4: 65,442 shares; 2026Q1: 57,227 shares 57,227 $5.56M 0.03% -8,215 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: 40,185 shares; 2024Q4: 39,606 shares; 2025Q1: 36,468 shares; 2025Q2: 34,147 shares; 2025Q3: 31,606 shares; 2025Q4: 32,887 shares; 2026Q1: 36,682 shares 36,682 $5.55M 0.03% +3,795 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,727 shares; 2024Q4: 62,026 shares; 2025Q1: 62,410 shares; 2025Q2: 62,422 shares; 2025Q3: 62,433 shares; 2025Q4: 62,443 shares; 2026Q1: 64,826 shares 64,826 $5.54M 0.03% +2,383 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,624 shares; 2025Q3: 26,378 shares; 2025Q4: 38,241 shares; 2026Q1: 55,484 shares 55,484 $5.5M 0.03% +17,243 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: 11,385 shares; 2024Q4: 11,364 shares; 2025Q1: 11,966 shares; 2025Q2: 13,122 shares; 2025Q3: 11,512 shares; 2025Q4: 12,077 shares; 2026Q1: 12,226 shares 12,226 $5.46M 0.03% +149 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,709 shares; 2025Q1: 76,783 shares; 2025Q2: 121,541 shares; 2025Q3: 147,391 shares; 2025Q4: 197,998 shares; 2026Q1: 225,919 shares 225,919 $5.37M 0.03% +27,921 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,453 shares; 2025Q2: 3,541 shares; 2025Q3: 4,035 shares; 2025Q4: 28,765 shares; 2026Q1: 25,437 shares 25,437 $5.29M 0.03% -3,328 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: 22,007 shares; 2024Q4: 20,086 shares; 2025Q1: 18,829 shares; 2025Q2: 15,892 shares; 2025Q3: 15,166 shares; 2025Q4: 17,916 shares; 2026Q1: 16,049 shares 16,049 $5.28M 0.03% -1,867 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: 31,171 shares; 2024Q4: 31,336 shares; 2025Q1: 32,130 shares; 2025Q2: 32,373 shares; 2025Q3: 34,401 shares; 2025Q4: 35,585 shares; 2026Q1: 44,364 shares 44,364 $5.26M 0.03% +8,779 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: 78,127 shares; 2024Q4: 73,028 shares; 2025Q1: 69,759 shares; 2025Q2: 64,568 shares; 2025Q3: 60,895 shares; 2025Q4: 104,107 shares; 2026Q1: 104,700 shares 104,700 $5.17M 0.03% +593 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: 32,074 shares; 2024Q4: 33,040 shares; 2025Q1: 37,426 shares; 2025Q2: 35,875 shares; 2025Q3: 39,406 shares; 2025Q4: 47,887 shares; 2026Q1: 45,268 shares 45,268 $5.13M 0.03% -2,619 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,169 shares; 2024Q4: 111,185 shares; 2025Q1: 110,031 shares; 2025Q2: 106,696 shares; 2025Q3: 106,288 shares; 2025Q4: 105,217 shares; 2026Q1: 105,257 shares 105,257 $5.1M 0.03% +40 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: 57,949 shares; 2024Q4: 57,183 shares; 2025Q1: 55,888 shares; 2025Q2: 54,966 shares; 2025Q3: 53,235 shares; 2025Q4: 53,185 shares; 2026Q1: 54,228 shares 54,228 $5M 0.03% +1,043 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,509 shares; 2024Q4: 23,310 shares; 2025Q1: 22,989 shares; 2025Q2: 23,685 shares; 2025Q3: 23,733 shares; 2025Q4: 23,387 shares; 2026Q1: 23,713 shares 23,713 $4.94M 0.03% +326 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: 66,886 shares; 2024Q4: 73,881 shares; 2025Q1: 84,735 shares; 2025Q2: 90,047 shares; 2025Q3: 110,214 shares; 2025Q4: 120,555 shares; 2026Q1: 193,845 shares 193,845 $4.91M 0.03% +73,290 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,694 shares; 2024Q4: 85,770 shares; 2025Q1: 85,534 shares; 2025Q2: 87,276 shares; 2025Q3: 84,263 shares; 2025Q4: 95,189 shares; 2026Q1: 92,758 shares 92,758 $4.87M 0.03% -2,431 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,869 shares; 2024Q4: 121,204 shares; 2025Q1: 121,787 shares; 2025Q2: 142,194 shares; 2025Q3: 203,000 shares; 2025Q4: 211,893 shares; 2026Q1: 210,400 shares 210,400 $4.86M 0.03% -1,493 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: 3,501 shares; 2024Q4: 3,405 shares; 2025Q1: 3,410 shares; 2025Q2: 3,195 shares; 2025Q3: 4,750 shares; 2025Q4: 4,585 shares; 2026Q1: 4,866 shares 4,866 $4.77M 0.03% +281 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,077 shares; 2024Q4: 104,844 shares; 2025Q1: 68,943 shares; 2025Q2: 65,599 shares; 2025Q3: 65,204 shares; 2025Q4: 62,915 shares; 2026Q1: 52,120 shares 52,120 $4.69M 0.03% -10,795 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 1,837 shares; 2025Q4: 2,178 shares; 2026Q1: 34,084 shares 34,084 $4.68M 0.03% +31,906 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,885 shares 132,885 $4.67M 0.03% new 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: 112,999 shares; 2024Q4: 107,790 shares; 2025Q1: 104,377 shares; 2025Q2: 93,351 shares; 2025Q3: 92,714 shares; 2025Q4: 86,359 shares; 2026Q1: 82,374 shares 82,374 $4.66M 0.03% -3,985 Timeline LCTU 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: 85,330 shares; 2024Q4: 83,264 shares; 2025Q1: 74,227 shares; 2025Q2: 71,963 shares; 2025Q3: 69,448 shares; 2025Q4: 73,057 shares; 2026Q1: 66,243 shares 66,243 $4.65M 0.03% -6,814 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,401 shares; 2024Q4: 74,943 shares; 2025Q1: 86,482 shares; 2025Q2: 93,548 shares; 2025Q3: 115,377 shares; 2025Q4: 127,120 shares; 2026Q1: 199,987 shares 199,987 $4.65M 0.03% +72,867 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,149 shares; 2024Q4: 171,797 shares; 2025Q1: 159,978 shares; 2025Q2: 131,302 shares; 2025Q3: 122,724 shares; 2025Q4: 111,093 shares; 2026Q1: 99,014 shares 99,014 $4.64M 0.03% -12,079 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,663 shares; 2024Q4: 53,813 shares; 2025Q1: 53,311 shares; 2025Q2: 53,429 shares; 2025Q3: 52,908 shares; 2025Q4: 48,285 shares; 2026Q1: 47,516 shares 47,516 $4.61M 0.03% -769 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: 71,173 shares; 2024Q4: 65,346 shares; 2025Q1: 63,896 shares; 2025Q2: 55,712 shares; 2025Q3: 52,321 shares; 2025Q4: 47,102 shares; 2026Q1: 45,721 shares 45,721 $4.48M 0.03% -1,381 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: 10,599 shares; 2024Q4: 11,139 shares; 2025Q1: 13,976 shares; 2025Q2: 13,923 shares; 2025Q3: 14,231 shares; 2025Q4: 13,772 shares; 2026Q1: 14,695 shares 14,695 $4.47M 0.03% +923 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,625 shares; 2025Q1: 6,016 shares; 2025Q2: 5,575 shares; 2025Q3: 5,384 shares; 2025Q4: 4,932 shares; 2026Q1: 13,842 shares 13,842 $4.47M 0.03% +8,910 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,450 shares; 2026Q1: 49,489 shares 49,489 $4.46M 0.03% +15,039 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,720 shares; 2024Q4: 53,423 shares; 2025Q1: 95,650 shares; 2025Q2: 96,128 shares; 2025Q3: 81,822 shares; 2025Q4: 149,006 shares; 2026Q1: 385,493 shares 385,493 $4.45M 0.03% +236,487 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: 3,174 shares; 2024Q4: 3,156 shares; 2025Q1: 3,453 shares; 2025Q2: 3,376 shares; 2025Q3: 3,570 shares; 2025Q4: 3,658 shares; 2026Q1: 4,063 shares 4,063 $4.43M 0.03% +405 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,404 shares; 2024Q4: 20,315 shares; 2025Q1: 21,889 shares; 2025Q2: 23,118 shares; 2025Q3: 22,781 shares; 2025Q4: 22,347 shares; 2026Q1: 22,388 shares 22,388 $4.43M 0.03% +41 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,486 shares; 2025Q1: 6,522 shares; 2025Q2: 6,645 shares; 2025Q3: 6,345 shares; 2025Q4: 7,115 shares; 2026Q1: 32,448 shares 32,448 $4.42M 0.03% +25,333 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,011 shares; 2024Q4: 66,310 shares; 2025Q1: 70,220 shares; 2025Q2: 76,596 shares; 2025Q3: 81,590 shares; 2025Q4: 118,125 shares; 2026Q1: 199,514 shares 199,514 $4.36M 0.03% +81,389 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,972 shares; 2024Q4: 90,139 shares; 2025Q1: 107,136 shares; 2025Q2: 107,202 shares; 2025Q3: 119,179 shares; 2025Q4: 132,562 shares; 2026Q1: 170,016 shares 170,016 $4.34M 0.03% +37,454 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,339 shares; 2024Q4: 92,781 shares; 2025Q1: 109,992 shares; 2025Q2: 109,726 shares; 2025Q3: 121,401 shares; 2025Q4: 132,981 shares; 2026Q1: 170,486 shares 170,486 $4.33M 0.03% +37,505 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,061 shares; 2024Q4: 91,410 shares; 2025Q1: 108,114 shares; 2025Q2: 108,197 shares; 2025Q3: 120,230 shares; 2025Q4: 131,474 shares; 2026Q1: 167,291 shares 167,291 $4.29M 0.03% +35,817 Timeline PEY 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: 192,449 shares; 2024Q4: 183,626 shares; 2025Q1: 175,894 shares; 2025Q2: 155,744 shares; 2025Q3: 138,378 shares; 2025Q4: 209,518 shares; 2026Q1: 199,359 shares 199,359 $4.27M 0.03% -10,159 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,363 shares; 2025Q1: 97,011 shares; 2025Q2: 98,702 shares; 2025Q3: 113,259 shares; 2025Q4: 130,319 shares; 2026Q1: 168,050 shares 168,050 $4.25M 0.03% +37,731 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: 54,977 shares; 2024Q4: 54,653 shares; 2025Q1: 53,788 shares; 2025Q2: 51,050 shares; 2025Q3: 50,114 shares; 2025Q4: 50,749 shares; 2026Q1: 51,428 shares 51,428 $4.25M 0.03% +679 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: 53,877 shares; 2024Q4: 56,113 shares; 2025Q1: 56,873 shares; 2025Q2: 57,089 shares; 2025Q3: 57,352 shares; 2025Q4: 58,984 shares; 2026Q1: 58,666 shares 58,666 $4.25M 0.03% -318 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,120 shares; 2025Q1: 1,124 shares; 2025Q2: 1,143 shares; 2025Q3: 1,168 shares; 2025Q4: 1,204 shares; 2026Q1: 1,255 shares 1,255 $4.24M 0.03% +51 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 9,313 shares; 2025Q1: 9,801 shares; 2025Q2: 9,997 shares; 2025Q3: 11,401 shares; 2025Q4: 12,784 shares; 2026Q1: 18,284 shares 18,284 $4.21M 0.03% +5,500 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,961 shares; 2025Q2: 14,281 shares; 2025Q3: 25,819 shares; 2025Q4: 116,641 shares; 2026Q1: 162,751 shares 162,751 $4.2M 0.03% +46,110 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,850 shares; 2024Q4: 32,676 shares; 2025Q1: 32,965 shares; 2025Q2: 32,099 shares; 2025Q3: 31,160 shares; 2025Q4: 37,006 shares; 2026Q1: 56,213 shares 56,213 $4.19M 0.03% +19,207 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 35,980 shares; 2025Q1: 27,595 shares; 2025Q2: 26,707 shares; 2025Q3: 26,979 shares; 2025Q4: 24,549 shares; 2026Q1: 20,659 shares 20,659 $4.18M 0.03% -3,890 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: 22,728 shares; 2024Q4: 21,154 shares; 2025Q1: 21,972 shares; 2025Q2: 21,887 shares; 2025Q3: 23,578 shares; 2025Q4: 28,090 shares; 2026Q1: 28,734 shares 28,734 $4.17M 0.03% +644 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 7,622 shares; 2025Q1: 15,456 shares; 2025Q2: 15,282 shares; 2025Q3: 15,464 shares; 2025Q4: 13,349 shares; 2026Q1: 11,462 shares 11,462 $4.17M 0.03% -1,887 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 10,556 shares; 2025Q1: 14,361 shares; 2025Q2: 15,121 shares; 2025Q3: 15,089 shares; 2025Q4: 40,060 shares; 2026Q1: 41,699 shares 41,699 $4.17M 0.03% +1,639 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: 125,730 shares; 2024Q4: 116,828 shares; 2025Q1: 106,973 shares; 2025Q2: 104,531 shares; 2025Q3: 88,071 shares; 2025Q4: 100,257 shares; 2026Q1: 143,709 shares 143,709 $4.13M 0.03% +43,452 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,604 shares; 2024Q4: 30,660 shares; 2025Q1: 29,194 shares; 2025Q2: 26,999 shares; 2025Q3: 24,872 shares; 2025Q4: 24,388 shares; 2026Q1: 22,879 shares 22,879 $4.12M 0.03% -1,509 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: 43,681 shares; 2024Q4: 39,799 shares; 2025Q1: 37,226 shares; 2025Q2: 35,295 shares; 2025Q3: 34,535 shares; 2025Q4: 35,858 shares; 2026Q1: 33,858 shares 33,858 $4.1M 0.03% -2,000 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,769 shares; 2026Q1: 81,870 shares 81,870 $4.09M 0.03% +40,101 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: 4,333 shares; 2024Q4: 7,359 shares; 2025Q1: 7,076 shares; 2025Q2: 7,478 shares; 2025Q3: 9,663 shares; 2025Q4: 10,691 shares; 2026Q1: 10,189 shares 10,189 $4.06M 0.03% -502 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 6,058 shares; 2025Q1: 6,156 shares; 2025Q2: 5,848 shares; 2025Q3: 6,559 shares; 2025Q4: 6,160 shares; 2026Q1: 8,355 shares 8,355 $4.05M 0.02% +2,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,281 shares 11,281 $4.05M 0.02% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,200 shares; 2025Q1: 47,060 shares; 2025Q2: 66,616 shares; 2025Q3: 79,382 shares; 2025Q4: 103,451 shares; 2026Q1: 111,994 shares 111,994 $4.04M 0.02% +8,543 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: 12,613 shares; 2024Q4: 14,023 shares; 2025Q1: 14,157 shares; 2025Q2: 15,658 shares; 2025Q3: 15,915 shares; 2025Q4: 16,013 shares; 2026Q1: 14,509 shares 14,509 $4.03M 0.02% -1,504 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,277 shares; 2025Q1: 42,892 shares; 2025Q2: 62,752 shares; 2025Q3: 74,799 shares; 2025Q4: 97,748 shares; 2026Q1: 107,317 shares 107,317 $4.01M 0.02% +9,569 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: 26,230 shares; 2024Q4: 25,781 shares; 2025Q1: 25,583 shares; 2025Q2: 25,320 shares; 2025Q3: 27,659 shares; 2025Q4: 30,990 shares; 2026Q1: 30,350 shares 30,350 $3.97M 0.02% -640 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,309 shares; 2026Q1: 42,370 shares 42,370 $3.97M 0.02% +61 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: 44,730 shares; 2024Q4: 48,499 shares; 2025Q1: 66,277 shares; 2025Q2: 68,635 shares; 2025Q3: 66,635 shares; 2025Q4: 68,933 shares; 2026Q1: 82,599 shares 82,599 $3.93M 0.02% +13,666 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 13,772 shares; 2025Q1: 14,267 shares; 2025Q2: 15,043 shares; 2025Q3: 15,024 shares; 2025Q4: 16,012 shares; 2026Q1: 15,912 shares 15,912 $3.89M 0.02% -100 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: 106,941 shares; 2024Q4: 103,403 shares; 2025Q1: 108,098 shares; 2025Q2: 108,795 shares; 2025Q3: 105,871 shares; 2025Q4: 109,439 shares; 2026Q1: 115,661 shares 115,661 $3.88M 0.02% +6,222 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,311 shares; 2026Q1: 83,311 shares 83,311 $3.88M 0.02% 0 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: 30,091 shares; 2025Q1: 30,063 shares; 2025Q2: 29,448 shares; 2025Q3: 30,340 shares; 2025Q4: 30,900 shares; 2026Q1: 31,536 shares 31,536 $3.87M 0.02% +636 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: 28,769 shares; 2024Q4: 25,971 shares; 2025Q1: 27,308 shares; 2025Q2: 29,011 shares; 2025Q3: 25,881 shares; 2025Q4: 41,887 shares; 2026Q1: 41,349 shares 41,349 $3.85M 0.02% -538 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: 14,776 shares; 2024Q4: 14,455 shares; 2025Q1: 15,106 shares; 2025Q2: 14,803 shares; 2025Q3: 14,504 shares; 2025Q4: 15,225 shares; 2026Q1: 16,691 shares 16,691 $3.84M 0.02% +1,466 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: 88,109 shares; 2024Q4: 107,827 shares; 2025Q1: 109,958 shares; 2025Q2: 89,035 shares; 2025Q3: 85,777 shares; 2025Q4: 107,536 shares; 2026Q1: 113,388 shares 113,388 $3.83M 0.02% +5,852 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: 50,108 shares; 2024Q4: 51,633 shares; 2025Q1: 49,091 shares; 2025Q2: 58,514 shares; 2025Q3: 58,727 shares; 2025Q4: 62,955 shares; 2026Q1: 67,280 shares 67,280 $3.82M 0.02% +4,325 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: 2,070 shares; 2024Q4: 1,556 shares; 2025Q1: 2,854 shares; 2025Q2: 2,803 shares; 2025Q3: 2,797 shares; 2025Q4: 8,151 shares; 2026Q1: 8,185 shares 8,185 $3.79M 0.02% +34 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,184 shares; 2024Q4: 17,972 shares; 2025Q1: 15,550 shares; 2025Q2: 7,791 shares; 2025Q3: 9,160 shares; 2025Q4: 11,771 shares; 2026Q1: 11,574 shares 11,574 $3.79M 0.02% -197 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: 10,655 shares; 2024Q4: 16,434 shares; 2025Q1: 13,837 shares; 2025Q2: 6,321 shares; 2025Q3: 8,290 shares; 2025Q4: 8,987 shares; 2026Q1: 15,104 shares 15,104 $3.78M 0.02% +6,117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,250 shares; 2026Q1: 46,174 shares 46,174 $3.78M 0.02% -1,076 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: 6,544 shares; 2024Q4: 6,322 shares; 2025Q1: 6,290 shares; 2025Q2: 5,630 shares; 2025Q3: 5,572 shares; 2025Q4: 6,120 shares; 2026Q1: 6,054 shares 6,054 $3.73M 0.02% -66 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 8,434 shares; 2025Q1: 8,893 shares; 2025Q2: 9,154 shares; 2025Q3: 12,479 shares; 2025Q4: 12,170 shares; 2026Q1: 13,522 shares 13,522 $3.72M 0.02% +1,352 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,807 shares; 2025Q4: 54,030 shares; 2026Q1: 77,477 shares 77,477 $3.68M 0.02% +23,447 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,398 shares; 2024Q4: 123,891 shares; 2025Q1: 126,156 shares; 2025Q2: 112,811 shares; 2025Q3: 110,273 shares; 2025Q4: 108,955 shares; 2026Q1: 111,667 shares 111,667 $3.68M 0.02% +2,712 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,828 shares; 2024Q4: 46,434 shares; 2025Q1: 45,597 shares; 2025Q2: 44,349 shares; 2025Q3: 42,802 shares; 2025Q4: 41,161 shares; 2026Q1: 40,169 shares 40,169 $3.66M 0.02% -992 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: 16,363 shares; 2024Q4: 16,277 shares; 2025Q1: 16,535 shares; 2025Q2: 19,382 shares; 2025Q3: 38,808 shares; 2025Q4: 41,128 shares; 2026Q1: 43,249 shares 43,249 $3.62M 0.02% +2,121 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 9,045 shares; 2025Q1: 9,003 shares; 2025Q2: 9,200 shares; 2025Q3: 9,190 shares; 2025Q4: 10,215 shares; 2026Q1: 9,850 shares 9,850 $3.62M 0.02% -365 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,639 shares; 2025Q1: 14,543 shares; 2025Q2: 15,300 shares; 2025Q3: 28,579 shares; 2025Q4: 89,684 shares; 2026Q1: 93,868 shares 93,868 $3.61M 0.02% +4,184 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: 67,483 shares; 2024Q4: 67,225 shares; 2025Q1: 64,621 shares; 2025Q2: 67,846 shares; 2025Q3: 68,598 shares; 2025Q4: 68,174 shares; 2026Q1: 69,327 shares 69,327 $3.61M 0.02% +1,153 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,640 shares; 2024Q4: 23,658 shares; 2025Q1: 23,640 shares; 2025Q2: 23,640 shares; 2025Q3: 23,640 shares; 2025Q4: 25,253 shares; 2026Q1: 24,829 shares 24,829 $3.6M 0.02% -424 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: 7,393 shares; 2024Q4: 7,089 shares; 2025Q1: 7,063 shares; 2025Q2: 7,153 shares; 2025Q3: 7,249 shares; 2025Q4: 8,166 shares; 2026Q1: 8,634 shares 8,634 $3.6M 0.02% +468 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,574 shares; 2024Q4: 17,606 shares; 2025Q1: 21,302 shares; 2025Q2: 24,956 shares; 2025Q3: 26,905 shares; 2025Q4: 30,655 shares; 2026Q1: 33,193 shares 33,193 $3.59M 0.02% +2,538 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 7,041 shares; 2025Q1: 7,459 shares; 2025Q2: 11,899 shares; 2025Q3: 12,513 shares; 2025Q4: 12,327 shares; 2026Q1: 13,257 shares 13,257 $3.59M 0.02% +930 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: 14,328 shares; 2024Q4: 13,943 shares; 2025Q1: 14,024 shares; 2025Q2: 13,539 shares; 2025Q3: 13,795 shares; 2025Q4: 13,826 shares; 2026Q1: 14,412 shares 14,412 $3.56M 0.02% +586 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: 27,614 shares; 2024Q4: 27,693 shares; 2025Q1: 27,943 shares; 2025Q2: 27,672 shares; 2025Q3: 28,456 shares; 2025Q4: 30,857 shares; 2026Q1: 31,975 shares 31,975 $3.51M 0.02% +1,118 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: 27,644 shares; 2024Q4: 17,800 shares; 2025Q1: 19,828 shares; 2025Q2: 29,306 shares; 2025Q3: 25,257 shares; 2025Q4: 101,759 shares; 2026Q1: 92,501 shares 92,501 $3.5M 0.02% -9,258 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,728 shares; 2024Q4: 46,126 shares; 2025Q1: 44,182 shares; 2025Q2: 43,415 shares; 2025Q3: 43,867 shares; 2025Q4: 47,594 shares; 2026Q1: 74,595 shares 74,595 $3.47M 0.02% +27,001 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,261 shares; 2024Q4: 96,106 shares; 2025Q1: 97,037 shares; 2025Q2: 99,131 shares; 2025Q3: 99,054 shares; 2025Q4: 108,605 shares; 2026Q1: 111,800 shares 111,800 $3.46M 0.02% +3,195 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: 35,099 shares; 2024Q4: 33,498 shares; 2025Q1: 32,473 shares; 2025Q2: 27,871 shares; 2025Q3: 32,718 shares; 2025Q4: 30,812 shares; 2026Q1: 25,178 shares 25,178 $3.45M 0.02% -5,634 Timeline DON 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: 67,329 shares; 2024Q4: 64,083 shares; 2025Q1: 60,006 shares; 2025Q2: 53,733 shares; 2025Q3: 47,467 shares; 2025Q4: 66,004 shares; 2026Q1: 65,680 shares 65,680 $3.45M 0.02% -324 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: 21,147 shares; 2024Q4: 18,023 shares; 2025Q1: 21,759 shares; 2025Q2: 21,316 shares; 2025Q3: 20,816 shares; 2025Q4: 73,613 shares; 2026Q1: 74,814 shares 74,814 $3.43M 0.02% +1,201 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: 7,897 shares; 2024Q4: 7,928 shares; 2025Q1: 7,344 shares; 2025Q2: 7,376 shares; 2025Q3: 8,461 shares; 2025Q4: 8,820 shares; 2026Q1: 9,617 shares 9,617 $3.43M 0.02% +797 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,631 shares; 2024Q4: 50,775 shares; 2025Q1: 48,247 shares; 2025Q2: 40,154 shares; 2025Q3: 35,083 shares; 2025Q4: 31,532 shares; 2026Q1: 27,160 shares 27,160 $3.42M 0.02% -4,372 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: 13,136 shares; 2024Q4: 12,751 shares; 2025Q1: 13,740 shares; 2025Q2: 13,925 shares; 2025Q3: 12,247 shares; 2025Q4: 11,900 shares; 2026Q1: 12,790 shares 12,790 $3.41M 0.02% +890 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 9,348 shares; 2025Q1: 8,940 shares; 2025Q2: 8,957 shares; 2025Q3: 11,063 shares; 2025Q4: 15,343 shares; 2026Q1: 15,717 shares 15,717 $3.4M 0.02% +374 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: 16,987 shares 16,987 $3.35M 0.02% new 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: 14,630 shares; 2024Q4: 13,795 shares; 2025Q1: 14,400 shares; 2025Q2: 16,150 shares; 2025Q3: 20,525 shares; 2025Q4: 19,956 shares; 2026Q1: 21,277 shares 21,277 $3.35M 0.02% +1,321 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: 19,111 shares; 2024Q4: 18,688 shares; 2025Q1: 19,165 shares; 2025Q2: 20,940 shares; 2025Q3: 21,478 shares; 2025Q4: 23,675 shares; 2026Q1: 25,479 shares 25,479 $3.34M 0.02% +1,804 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: 3,393 shares; 2024Q4: 3,542 shares; 2025Q1: 3,519 shares; 2025Q2: 3,620 shares; 2025Q3: 3,820 shares; 2025Q4: 3,927 shares; 2026Q1: 3,840 shares 3,840 $3.32M 0.02% -87 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: 16,724 shares; 2024Q4: 72,482 shares; 2025Q1: 17,560 shares; 2025Q2: 32,936 shares; 2025Q3: 25,199 shares; 2025Q4: 62,297 shares; 2026Q1: 66,239 shares 66,239 $3.3M 0.02% +3,942 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,080 shares; 2024Q4: 24,859 shares; 2025Q1: 31,260 shares; 2025Q2: 35,967 shares; 2025Q3: 38,461 shares; 2025Q4: 40,120 shares; 2026Q1: 41,199 shares 41,199 $3.3M 0.02% +1,079 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: 22,140 shares; 2024Q4: 21,404 shares; 2025Q1: 20,733 shares; 2025Q2: 25,208 shares; 2025Q3: 24,844 shares; 2025Q4: 30,329 shares; 2026Q1: 25,472 shares 25,472 $3.26M 0.02% -4,857 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: 33,708 shares; 2024Q4: 40,779 shares; 2025Q1: 40,879 shares; 2025Q2: 40,340 shares; 2025Q3: 40,404 shares; 2025Q4: 39,807 shares; 2026Q1: 39,039 shares 39,039 $3.25M 0.02% -768 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,971 shares; 2024Q4: 78,061 shares; 2025Q1: 75,835 shares; 2025Q2: 41,073 shares; 2025Q3: 50,807 shares; 2025Q4: 61,788 shares; 2026Q1: 31,844 shares 31,844 $3.24M 0.02% -29,944 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: 9,707 shares; 2024Q4: 8,726 shares; 2025Q1: 9,101 shares; 2025Q2: 9,157 shares; 2025Q3: 9,924 shares; 2025Q4: 10,947 shares; 2026Q1: 10,937 shares 10,937 $3.19M 0.02% -10 Timeline VCR 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: 977 shares; 2024Q4: 970 shares; 2025Q1: 972 shares; 2025Q2: 1,272 shares; 2025Q3: 1,172 shares; 2025Q4: 8,284 shares; 2026Q1: 8,861 shares 8,861 $3.18M 0.02% +577 Timeline AVUS 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: 14,306 shares; 2024Q4: 14,027 shares; 2025Q1: 11,957 shares; 2025Q2: 11,867 shares; 2025Q3: 11,867 shares; 2025Q4: 11,937 shares; 2026Q1: 28,630 shares 28,630 $3.18M 0.02% +16,693 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares; 2025Q1: 92,000 shares; 2025Q2: 92,000 shares; 2025Q3: 92,000 shares; 2025Q4: 92,000 shares; 2026Q1: 92,000 shares 92,000 $3.18M 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,279 shares; 2025Q1: 4,389 shares; 2025Q2: 4,532 shares; 2025Q3: 7,952 shares; 2025Q4: 18,620 shares; 2026Q1: 16,005 shares 16,005 $3.14M 0.02% -2,615 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: 25,840 shares; 2024Q4: 23,014 shares; 2025Q1: 25,659 shares; 2025Q2: 23,846 shares; 2025Q3: 28,176 shares; 2025Q4: 30,429 shares; 2026Q1: 34,712 shares 34,712 $3.14M 0.02% +4,283 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: 24,439 shares; 2024Q4: 22,453 shares; 2025Q1: 23,058 shares; 2025Q2: 41,386 shares; 2025Q3: 60,541 shares; 2025Q4: 55,168 shares; 2026Q1: 73,597 shares 73,597 $3.07M 0.02% +18,429 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: 6,219 shares; 2024Q4: 6,827 shares; 2025Q1: 7,494 shares; 2025Q2: 7,988 shares; 2025Q3: 9,711 shares; 2025Q4: 19,898 shares; 2026Q1: 22,483 shares 22,483 $3.06M 0.02% +2,585 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: 18,145 shares; 2024Q4: 19,096 shares; 2025Q1: 17,414 shares; 2025Q2: 17,186 shares; 2025Q3: 14,968 shares; 2025Q4: 14,941 shares; 2026Q1: 15,334 shares 15,334 $3.04M 0.02% +393 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: 8,281 shares; 2024Q4: 7,750 shares; 2025Q1: 7,195 shares; 2025Q2: 6,917 shares; 2025Q3: 8,042 shares; 2025Q4: 8,873 shares; 2026Q1: 8,728 shares 8,728 $3.01M 0.02% -145 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: 44,351 shares; 2024Q4: 41,553 shares; 2025Q1: 44,552 shares; 2025Q2: 54,655 shares; 2025Q3: 58,233 shares; 2025Q4: 63,903 shares; 2026Q1: 65,157 shares 65,157 $3M 0.02% +1,254 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,854 shares; 2025Q1: 3,306 shares; 2025Q2: 3,205 shares; 2025Q3: 5,173 shares; 2025Q4: 5,126 shares; 2026Q1: 5,549 shares 5,549 $2.99M 0.02% +423 Timeline VPU 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: 11,796 shares; 2024Q4: 9,955 shares; 2025Q1: 9,877 shares; 2025Q2: 10,413 shares; 2025Q3: 10,416 shares; 2025Q4: 14,119 shares; 2026Q1: 14,979 shares 14,979 $2.97M 0.02% +860 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,111 shares; 2024Q4: 27,767 shares; 2025Q1: 53,879 shares; 2025Q2: 40,202 shares; 2025Q3: 39,036 shares; 2025Q4: 42,665 shares; 2026Q1: 41,140 shares 41,140 $2.95M 0.02% -1,525 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: 4,219 shares; 2024Q4: 4,229 shares; 2025Q1: 4,302 shares; 2025Q2: 4,981 shares; 2025Q3: 7,735 shares; 2025Q4: 17,816 shares; 2026Q1: 38,265 shares 38,265 $2.95M 0.02% +20,449 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: 12,149 shares; 2024Q4: 12,334 shares; 2025Q1: 10,874 shares; 2025Q2: 10,781 shares; 2025Q3: 9,658 shares; 2025Q4: 9,256 shares; 2026Q1: 38,401 shares 38,401 $2.94M 0.02% +29,145 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: 36,961 shares; 2024Q4: 35,501 shares; 2025Q1: 34,454 shares; 2025Q2: 27,556 shares; 2025Q3: 25,269 shares; 2025Q4: 21,247 shares; 2026Q1: 20,325 shares 20,325 $2.94M 0.02% -922 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,004 shares; 2024Q4: 334,897 shares; 2025Q1: 300,813 shares; 2025Q2: 300,903 shares; 2025Q3: 286,959 shares; 2025Q4: 287,691 shares; 2026Q1: 265,309 shares 265,309 $2.93M 0.02% -22,382 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,921 shares; 2024Q4: 12,577 shares; 2025Q1: 12,615 shares; 2025Q2: 12,721 shares; 2025Q3: 12,959 shares; 2025Q4: 13,993 shares; 2026Q1: 14,073 shares 14,073 $2.93M 0.02% +80 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 22,760 shares; 2025Q1: 24,636 shares; 2025Q2: 21,529 shares; 2025Q3: 22,040 shares; 2025Q4: 21,789 shares; 2026Q1: 25,188 shares 25,188 $2.91M 0.02% +3,399 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: 21,755 shares; 2024Q4: 20,228 shares; 2025Q1: 18,262 shares; 2025Q2: 19,966 shares; 2025Q3: 14,988 shares; 2025Q4: 20,707 shares; 2026Q1: 23,992 shares 23,992 $2.91M 0.02% +3,285 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: 8,950 shares; 2024Q4: 9,072 shares; 2025Q1: 10,340 shares; 2025Q2: 10,840 shares; 2025Q3: 10,338 shares; 2025Q4: 10,301 shares; 2026Q1: 10,806 shares 10,806 $2.87M 0.02% +505 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: 8,788 shares; 2024Q4: 7,808 shares; 2025Q1: 8,619 shares; 2025Q2: 5,214 shares; 2025Q3: 5,411 shares; 2025Q4: 18,221 shares; 2026Q1: 16,973 shares 16,973 $2.87M 0.02% -1,248 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: 4,289 shares; 2024Q4: 4,243 shares; 2025Q1: 4,229 shares; 2025Q2: 4,193 shares; 2025Q3: 4,056 shares; 2025Q4: 4,669 shares; 2026Q1: 6,423 shares 6,423 $2.85M 0.02% +1,754 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: 282,580 shares; 2024Q4: 310,696 shares; 2025Q1: 24,201 shares; 2025Q2: 34,648 shares; 2025Q3: 41,146 shares; 2025Q4: 40,776 shares; 2026Q1: 32,543 shares 32,543 $2.82M 0.02% -8,233 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: 8,053 shares; 2024Q4: 5,900 shares; 2025Q1: 6,379 shares; 2025Q2: 6,682 shares; 2025Q3: 6,692 shares; 2025Q4: 7,268 shares; 2026Q1: 8,880 shares 8,880 $2.79M 0.02% +1,612 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 15,262 shares; 2025Q1: 15,269 shares; 2025Q2: 15,840 shares; 2025Q3: 13,728 shares; 2025Q4: 14,707 shares; 2026Q1: 16,054 shares 16,054 $2.75M 0.02% +1,347 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,078 shares; 2024Q4: 102,725 shares; 2025Q1: 87,080 shares; 2025Q2: 100,577 shares; 2025Q3: 165,110 shares; 2025Q4: 154,595 shares; 2026Q1: 110,536 shares 110,536 $2.75M 0.02% -44,059 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,849 shares; 2024Q4: 50,831 shares; 2025Q1: 56,297 shares; 2025Q2: 47,076 shares; 2025Q3: 42,907 shares; 2025Q4: 43,920 shares; 2026Q1: 52,786 shares 52,786 $2.71M 0.02% +8,866 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,319 shares; 2024Q4: 13,400 shares; 2025Q1: 14,042 shares; 2025Q2: 12,664 shares; 2025Q3: 12,483 shares; 2025Q4: 13,958 shares; 2026Q1: 14,532 shares 14,532 $2.71M 0.02% +574 Timeline GDXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,553 shares 22,553 $2.71M 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,498 shares; 2024Q4: 41,970 shares; 2025Q1: 43,894 shares; 2025Q2: 43,480 shares; 2025Q3: 51,470 shares; 2025Q4: 54,808 shares; 2026Q1: 43,032 shares 43,032 $2.7M 0.02% -11,776 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: 18,731 shares; 2024Q4: 18,749 shares; 2025Q1: 17,578 shares; 2025Q2: 17,608 shares; 2025Q3: 19,083 shares; 2025Q4: 24,093 shares; 2026Q1: 24,383 shares 24,383 $2.69M 0.02% +290 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: 6,492 shares; 2024Q4: 12,798 shares; 2025Q1: 13,244 shares; 2025Q2: 17,716 shares; 2025Q3: 17,979 shares; 2025Q4: 23,966 shares; 2026Q1: 23,869 shares 23,869 $2.68M 0.02% -97 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,339 shares; 2024Q4: 26,284 shares; 2025Q1: 28,382 shares; 2025Q2: 36,558 shares; 2025Q3: 38,060 shares; 2025Q4: 40,391 shares; 2026Q1: 52,454 shares 52,454 $2.65M 0.02% +12,063 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: 69,436 shares; 2024Q4: 268,769 shares; 2025Q1: 219,694 shares; 2025Q2: 214,020 shares; 2025Q3: 127,350 shares; 2025Q4: 122,276 shares; 2026Q1: 57,861 shares 57,861 $2.62M 0.02% -64,415 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: 8,630 shares; 2024Q4: 7,558 shares; 2025Q1: 9,598 shares; 2025Q2: 9,095 shares; 2025Q3: 9,022 shares; 2025Q4: 9,208 shares; 2026Q1: 9,126 shares 9,126 $2.62M 0.02% -82 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,172 shares; 2024Q4: 36,916 shares; 2025Q1: 36,254 shares; 2025Q2: 54,096 shares; 2025Q3: 58,865 shares; 2025Q4: 62,539 shares; 2026Q1: 66,293 shares 66,293 $2.58M 0.02% +3,754 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: 13,919 shares; 2024Q4: 13,760 shares; 2025Q1: 14,242 shares; 2025Q2: 14,088 shares; 2025Q3: 13,343 shares; 2025Q4: 14,229 shares; 2026Q1: 14,861 shares 14,861 $2.58M 0.02% +632 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,473 shares; 2024Q4: 43,538 shares; 2025Q1: 43,314 shares; 2025Q2: 52,739 shares; 2025Q3: 55,293 shares; 2025Q4: 84,840 shares; 2026Q1: 93,861 shares 93,861 $2.58M 0.02% +9,021 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: 6,080 shares; 2024Q4: 5,658 shares; 2025Q1: 6,065 shares; 2025Q2: 5,793 shares; 2025Q3: 5,679 shares; 2025Q4: 7,862 shares; 2026Q1: 5,405 shares 5,405 $2.56M 0.02% -2,457 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: 5,997 shares; 2024Q4: 5,761 shares; 2025Q1: 5,578 shares; 2025Q2: 5,824 shares; 2025Q3: 5,996 shares; 2025Q4: 6,749 shares; 2026Q1: 6,497 shares 6,497 $2.55M 0.02% -252 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 15,218 shares; 2025Q2: 27,687 shares; 2025Q3: 35,547 shares; 2025Q4: 48,744 shares; 2026Q1: 54,808 shares 54,808 $2.54M 0.02% +6,064 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,725 shares; 2025Q1: 4,726 shares; 2025Q2: 4,727 shares; 2025Q3: 4,728 shares; 2025Q4: 20,925 shares; 2026Q1: 20,925 shares 20,925 $2.53M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,923 shares; 2026Q1: 36,916 shares 36,916 $2.52M 0.02% +2,993 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: 9,107 shares; 2024Q4: 7,874 shares; 2025Q1: 11,861 shares; 2025Q2: 8,255 shares; 2025Q3: 9,290 shares; 2025Q4: 13,849 shares; 2026Q1: 14,838 shares 14,838 $2.51M 0.02% +989 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,328 shares; 2025Q1: 9,052 shares; 2025Q2: 9,141 shares; 2025Q3: 5,727 shares; 2025Q4: 5,874 shares; 2026Q1: 5,679 shares 5,679 $2.48M 0.02% -195 Timeline