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: 37,260,740 shares; 2024Q4: 34,048,215 shares; 2025Q1: 34,065,086 shares; 2025Q2: 43,988,044 shares; 2025Q3: 42,354,274 shares; 2025Q4: 42,844,111 shares; 2026Q1: 42,548,783 shares 42,548,783 $4.22B 5.13% -295,328 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: 6,352,964 shares; 2024Q4: 5,964,953 shares; 2025Q1: 6,104,330 shares; 2025Q2: 5,894,564 shares; 2025Q3: 6,023,396 shares; 2025Q4: 5,727,682 shares; 2026Q1: 5,820,684 shares 5,820,684 $3.8B 4.62% +93,002 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: 20,593,427 shares; 2024Q4: 206,419,096 shares; 2025Q1: 217,201,393 shares; 2025Q2: 206,409,170 shares; 2025Q3: 205,650,965 shares; 2025Q4: 201,085,961 shares; 2026Q1: 145,061,220 shares 145,061,220 $3.72B 4.51% -56,024,741 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: 32,868,438 shares; 2024Q4: 32,914,849 shares; 2025Q1: 34,147,182 shares; 2025Q2: 34,386,264 shares; 2025Q3: 35,451,679 shares; 2025Q4: 35,119,123 shares; 2026Q1: 35,665,870 shares 35,665,870 $3.23B 3.92% +546,747 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: 4,542,952 shares; 2024Q4: 4,494,391 shares; 2025Q1: 4,449,038 shares; 2025Q2: 4,414,999 shares; 2025Q3: 4,307,539 shares; 2025Q4: 4,243,742 shares; 2026Q1: 4,167,187 shares 4,167,187 $2.71B 3.29% -76,555 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: 11,210,199 shares; 2024Q4: 11,090,682 shares; 2025Q1: 10,935,604 shares; 2025Q2: 10,690,172 shares; 2025Q3: 10,442,818 shares; 2025Q4: 10,284,947 shares; 2026Q1: 10,134,565 shares 10,134,565 $2.57B 3.12% -150,382 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: 24,739,038 shares; 2024Q4: 25,626,618 shares; 2025Q1: 27,075,059 shares; 2025Q2: 27,716,653 shares; 2025Q3: 28,412,025 shares; 2025Q4: 28,941,277 shares; 2026Q1: 29,529,985 shares 29,529,985 $2.06B 2.5% +588,708 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: 5,722,795 shares; 2024Q4: 5,740,822 shares; 2025Q1: 5,631,759 shares; 2025Q2: 5,518,783 shares; 2025Q3: 5,436,865 shares; 2025Q4: 5,405,764 shares; 2026Q1: 5,452,330 shares 5,452,330 $2.02B 2.45% +46,566 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: 6,088,095 shares; 2024Q4: 6,124,384 shares; 2025Q1: 6,117,158 shares; 2025Q2: 6,085,810 shares; 2025Q3: 6,091,294 shares; 2025Q4: 6,031,952 shares; 2026Q1: 5,956,171 shares 5,956,171 $1.71B 2.08% -75,781 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: 136,848 shares; 2024Q4: 136,661 shares; 2025Q1: 152,745 shares; 2025Q2: 4,241,845 shares; 2025Q3: 4,610,643 shares; 2025Q4: 5,044,044 shares; 2026Q1: 5,414,562 shares 5,414,562 $1.56B 1.89% +370,518 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: 7,412,605 shares; 2024Q4: 7,667,208 shares; 2025Q1: 7,908,727 shares; 2025Q2: 7,983,154 shares; 2025Q3: 8,049,034 shares; 2025Q4: 8,016,470 shares; 2026Q1: 8,066,216 shares 8,066,216 $1.41B 1.71% +49,746 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: 21,106,801 shares; 2024Q4: 18,906,960 shares; 2025Q1: 19,325,451 shares; 2025Q2: 13,918,489 shares; 2025Q3: 13,639,666 shares; 2025Q4: 12,928,971 shares; 2026Q1: 12,921,085 shares 12,921,085 $1.26B 1.52% -7,886 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: 2,182,569 shares; 2024Q4: 2,093,971 shares; 2025Q1: 1,434,093 shares; 2025Q2: 1,372,106 shares; 2025Q3: 1,374,048 shares; 2025Q4: 1,370,129 shares; 2026Q1: 1,357,610 shares 1,357,610 $1.25B 1.52% -12,519 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: 5,754,263 shares; 2024Q4: 5,774,653 shares; 2025Q1: 5,764,626 shares; 2025Q2: 5,759,505 shares; 2025Q3: 5,757,152 shares; 2025Q4: 5,779,623 shares; 2026Q1: 5,885,390 shares 5,885,390 $1.23B 1.49% +105,767 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: 1,250,582 shares; 2024Q4: 1,470,042 shares; 2025Q1: 1,690,786 shares; 2025Q2: 1,549,898 shares; 2025Q3: 1,599,958 shares; 2025Q4: 1,643,751 shares; 2026Q1: 46,829,856 shares 46,829,856 $1.2B 1.45% +45,186,105 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: 12,321,761 shares; 2024Q4: 12,803,041 shares; 2025Q1: 13,073,926 shares; 2025Q2: 13,614,142 shares; 2025Q3: 13,996,150 shares; 2025Q4: 14,206,660 shares; 2026Q1: 13,973,824 shares 13,973,824 $1.04B 1.26% -232,836 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: 3,894,508 shares; 2024Q4: 3,849,092 shares; 2025Q1: 3,799,203 shares; 2025Q2: 3,726,019 shares; 2025Q3: 3,655,592 shares; 2025Q4: 3,584,075 shares; 2026Q1: 3,519,784 shares 3,519,784 $1.04B 1.26% -64,291 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: 3,878,944 shares; 2024Q4: 3,864,346 shares; 2025Q1: 3,969,039 shares; 2025Q2: 2,663,880 shares; 2025Q3: 2,603,293 shares; 2025Q4: 2,309,585 shares; 2026Q1: 3,465,632 shares 3,465,632 $859M 1.04% +1,156,047 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: 4,241,075 shares; 2024Q4: 6,342,165 shares; 2025Q1: 7,038,453 shares; 2025Q2: 6,788,647 shares; 2025Q3: 8,071,498 shares; 2025Q4: 11,314,184 shares; 2026Q1: 9,757,608 shares 9,757,608 $844M 1.02% -1,556,576 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: 15,204,581 shares; 2024Q4: 23,812,753 shares; 2025Q1: 15,609,085 shares; 2025Q2: 11,599,538 shares; 2025Q3: 11,551,168 shares; 2025Q4: 11,411,762 shares; 2026Q1: 11,530,530 shares 11,530,530 $769M 0.93% +118,768 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363,101 shares; 2024Q4: 1,409,330 shares; 2025Q1: 1,350,809 shares; 2025Q2: 1,370,724 shares; 2025Q3: 1,378,057 shares; 2025Q4: 1,366,550 shares; 2026Q1: 1,325,658 shares 1,325,658 $765M 0.93% -40,892 Timeline SCHH 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: 27,594,397 shares; 2024Q4: 28,445,009 shares; 2025Q1: 29,816,470 shares; 2025Q2: 30,541,227 shares; 2025Q3: 32,078,890 shares; 2025Q4: 32,751,460 shares; 2026Q1: 33,676,678 shares 33,676,678 $724M 0.88% +925,218 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: 7,512,547 shares; 2024Q4: 7,514,472 shares; 2025Q1: 7,504,747 shares; 2025Q2: 7,452,481 shares; 2025Q3: 7,397,900 shares; 2025Q4: 7,186,981 shares; 2026Q1: 7,132,417 shares 7,132,417 $693M 0.84% -54,564 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: 6,325,258 shares; 2024Q4: 6,235,457 shares; 2025Q1: 6,050,442 shares; 2025Q2: 5,877,320 shares; 2025Q3: 5,740,380 shares; 2025Q4: 5,601,651 shares; 2026Q1: 5,481,909 shares 5,481,909 $681M 0.83% -119,742 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: 13,152,289 shares; 2024Q4: 2,206,849 shares; 2025Q1: 2,217,078 shares; 2025Q2: 2,144,830 shares; 2025Q3: 2,098,777 shares; 2025Q4: 2,079,574 shares; 2026Q1: 2,115,013 shares 2,115,013 $656M 0.8% +35,439 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: 3,802 shares; 2024Q4: 2,385,736 shares; 2025Q1: 2,653,827 shares; 2025Q2: 2,769,081 shares; 2025Q3: 3,974,186 shares; 2025Q4: 4,237,931 shares; 2026Q1: 4,548,650 shares 4,548,650 $629M 0.76% +310,719 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: 926 shares; 2024Q4: 923 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 900 shares; 2025Q4: 859 shares; 2026Q1: 861 shares 861 $618M 0.75% +2 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: 2,692,452 shares; 2024Q4: 2,662,661 shares; 2025Q1: 2,603,857 shares; 2025Q2: 2,591,425 shares; 2025Q3: 2,531,636 shares; 2025Q4: 2,489,519 shares; 2026Q1: 2,492,186 shares 2,492,186 $609M 0.74% +2,667 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: 5,160,662 shares; 2024Q4: 5,151,408 shares; 2025Q1: 5,156,813 shares; 2025Q2: 5,024,941 shares; 2025Q3: 4,968,235 shares; 2025Q4: 4,898,843 shares; 2026Q1: 4,860,873 shares 4,860,873 $604M 0.73% -37,970 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: 1,063,964 shares; 2024Q4: 1,045,963 shares; 2025Q1: 1,035,651 shares; 2025Q2: 1,015,783 shares; 2025Q3: 998,110 shares; 2025Q4: 980,650 shares; 2026Q1: 969,958 shares 969,958 $598M 0.73% -10,692 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: 845,308 shares; 2024Q4: 882,118 shares; 2025Q1: 909,132 shares; 2025Q2: 926,610 shares; 2025Q3: 952,522 shares; 2025Q4: 1,012,763 shares; 2026Q1: 1,043,963 shares 1,043,963 $597M 0.72% +31,200 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 8,626 shares; 2025Q1: 12,259 shares; 2025Q2: 4,540,819 shares; 2025Q3: 4,901,587 shares; 2025Q4: 5,260,478 shares; 2026Q1: 5,758,210 shares 5,758,210 $577M 0.7% +497,732 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: 3,647,646 shares; 2024Q4: 3,615,789 shares; 2025Q1: 3,572,628 shares; 2025Q2: 3,509,802 shares; 2025Q3: 3,438,726 shares; 2025Q4: 3,389,754 shares; 2026Q1: 3,311,157 shares 3,311,157 $562M 0.68% -78,597 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: 732,491 shares; 2024Q4: 1,302,328 shares; 2025Q1: 1,298,184 shares; 2025Q2: 1,301,455 shares; 2025Q3: 1,293,527 shares; 2025Q4: 1,177,551 shares; 2026Q1: 1,169,415 shares 1,169,415 $560M 0.68% -8,136 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: 6,855,514 shares; 2024Q4: 5,573,438 shares; 2025Q1: 5,464,250 shares; 2025Q2: 7,341,914 shares; 2025Q3: 5,295,541 shares; 2025Q4: 5,229,521 shares; 2026Q1: 5,232,551 shares 5,232,551 $555M 0.67% +3,030 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: 2,032,163 shares; 2024Q4: 2,044,156 shares; 2025Q1: 2,028,911 shares; 2025Q2: 1,976,777 shares; 2025Q3: 1,939,051 shares; 2025Q4: 1,902,067 shares; 2026Q1: 1,838,309 shares 1,838,309 $527M 0.64% -63,758 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: 552,314 shares; 2024Q4: 544,164 shares; 2025Q1: 532,399 shares; 2025Q2: 521,388 shares; 2025Q3: 514,535 shares; 2025Q4: 517,948 shares; 2026Q1: 512,520 shares 512,520 $511M 0.62% -5,428 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533,010 shares; 2024Q4: 2,508,765 shares; 2025Q1: 2,470,175 shares; 2025Q2: 2,430,949 shares; 2025Q3: 2,400,194 shares; 2025Q4: 2,358,212 shares; 2026Q1: 2,328,944 shares 2,328,944 $507M 0.61% -29,268 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: 5,079,408 shares; 2024Q4: 5,665,065 shares; 2025Q1: 5,041,643 shares; 2025Q2: 5,051,917 shares; 2025Q3: 5,176,306 shares; 2025Q4: 5,128,192 shares; 2026Q1: 5,521,305 shares 5,521,305 $493M 0.6% +393,113 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: 3,997,023 shares; 2024Q4: 4,053,358 shares; 2025Q1: 3,910,882 shares; 2025Q2: 3,840,346 shares; 2025Q3: 3,675,632 shares; 2025Q4: 3,556,370 shares; 2026Q1: 3,369,675 shares 3,369,675 $487M 0.59% -186,695 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387,096 shares; 2024Q4: 1,401,847 shares; 2025Q1: 1,398,180 shares; 2025Q2: 1,399,018 shares; 2025Q3: 1,397,221 shares; 2025Q4: 1,365,629 shares; 2026Q1: 1,324,230 shares 1,324,230 $436M 0.53% -41,399 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: 2,151,964 shares; 2024Q4: 2,209,632 shares; 2025Q1: 2,222,280 shares; 2025Q2: 2,183,593 shares; 2025Q3: 2,166,316 shares; 2025Q4: 2,133,479 shares; 2026Q1: 2,082,917 shares 2,082,917 $431M 0.52% -50,562 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: 912,661 shares; 2024Q4: 913,402 shares; 2025Q1: 898,800 shares; 2025Q2: 889,617 shares; 2025Q3: 878,793 shares; 2025Q4: 881,164 shares; 2026Q1: 859,438 shares 859,438 $429M 0.52% -21,726 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: 3,626,605 shares; 2024Q4: 3,625,723 shares; 2025Q1: 3,623,070 shares; 2025Q2: 3,604,005 shares; 2025Q3: 3,602,874 shares; 2025Q4: 3,604,281 shares; 2026Q1: 3,602,745 shares 3,602,745 $416M 0.51% -1,536 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: 1,098,499 shares; 2024Q4: 1,053,112 shares; 2025Q1: 1,059,634 shares; 2025Q2: 1,038,054 shares; 2025Q3: 941,199 shares; 2025Q4: 978,071 shares; 2026Q1: 956,059 shares 956,059 $408M 0.49% -22,012 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: 1,118,964 shares; 2024Q4: 1,199,060 shares; 2025Q1: 1,222,848 shares; 2025Q2: 1,247,384 shares; 2025Q3: 1,246,822 shares; 2025Q4: 1,258,662 shares; 2026Q1: 1,255,793 shares 1,255,793 $389M 0.47% -2,869 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: 1,949,270 shares; 2024Q4: 1,911,303 shares; 2025Q1: 1,871,971 shares; 2025Q2: 1,735,139 shares; 2025Q3: 1,655,061 shares; 2025Q4: 1,607,011 shares; 2026Q1: 1,548,556 shares 1,548,556 $378M 0.46% -58,455 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: 1,434,622 shares; 2024Q4: 1,438,210 shares; 2025Q1: 1,420,618 shares; 2025Q2: 1,409,065 shares; 2025Q3: 1,395,752 shares; 2025Q4: 2,754,722 shares; 2026Q1: 2,753,674 shares 2,753,674 $366M 0.44% -1,048 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: 8,007,565 shares; 2024Q4: 7,804,415 shares; 2025Q1: 7,605,079 shares; 2025Q2: 7,386,227 shares; 2025Q3: 7,197,275 shares; 2025Q4: 7,095,051 shares; 2026Q1: 6,956,748 shares 6,956,748 $362M 0.44% -138,303 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: 691,648 shares; 2024Q4: 695,118 shares; 2025Q1: 765,057 shares; 2025Q2: 767,160 shares; 2025Q3: 797,375 shares; 2025Q4: 833,104 shares; 2026Q1: 831,210 shares 831,210 $358M 0.43% -1,894 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: 8,486,616 shares; 2024Q4: 7,298,559 shares; 2025Q1: 7,374,574 shares; 2025Q2: 7,488,072 shares; 2025Q3: 7,460,988 shares; 2025Q4: 7,491,430 shares; 2026Q1: 6,366,278 shares 6,366,278 $345M 0.42% -1,125,152 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: 7,282,813 shares; 2024Q4: 7,291,256 shares; 2025Q1: 7,419,760 shares; 2025Q2: 7,340,608 shares; 2025Q3: 7,253,487 shares; 2025Q4: 7,095,289 shares; 2026Q1: 7,032,228 shares 7,032,228 $343M 0.42% -63,061 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: 4,768,708 shares; 2024Q4: 4,910,376 shares; 2025Q1: 5,098,891 shares; 2025Q2: 5,212,331 shares; 2025Q3: 5,175,218 shares; 2025Q4: 5,088,696 shares; 2026Q1: 5,076,431 shares 5,076,431 $343M 0.42% -12,265 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: 559,041 shares; 2024Q4: 548,782 shares; 2025Q1: 530,597 shares; 2025Q2: 518,577 shares; 2025Q3: 506,048 shares; 2025Q4: 490,854 shares; 2026Q1: 479,485 shares 479,485 $340M 0.41% -11,369 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: 2,400,635 shares; 2024Q4: 2,339,402 shares; 2025Q1: 2,287,818 shares; 2025Q2: 2,246,996 shares; 2025Q3: 2,152,508 shares; 2025Q4: 2,248,446 shares; 2026Q1: 2,215,294 shares 2,215,294 $322M 0.39% -33,152 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: 572,258 shares; 2024Q4: 570,452 shares; 2025Q1: 605,556 shares; 2025Q2: 659,590 shares; 2025Q3: 751,222 shares; 2025Q4: 775,933 shares; 2026Q1: 892,182 shares 892,182 $318M 0.39% +116,249 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: 4,415,295 shares; 2024Q4: 4,404,016 shares; 2025Q1: 4,322,870 shares; 2025Q2: 4,272,817 shares; 2025Q3: 4,206,235 shares; 2025Q4: 4,156,858 shares; 2026Q1: 4,148,299 shares 4,148,299 $315M 0.38% -8,559 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: 7,494,147 shares; 2024Q4: 15,204,913 shares; 2025Q1: 14,518,942 shares; 2025Q2: 13,545,100 shares; 2025Q3: 14,032,989 shares; 2025Q4: 13,933,424 shares; 2026Q1: 12,623,820 shares 12,623,820 $312M 0.38% -1,309,604 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,179,134 shares; 2024Q4: 4,251,283 shares; 2025Q1: 4,355,252 shares; 2025Q2: 2,284,750 shares; 2025Q3: 2,189,330 shares; 2025Q4: 2,089,915 shares; 2026Q1: 2,034,314 shares 2,034,314 $296M 0.36% -55,601 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: 552,964 shares; 2024Q4: 583,559 shares; 2025Q1: 890,852 shares; 2025Q2: 926,355 shares; 2025Q3: 967,728 shares; 2025Q4: 914,092 shares; 2026Q1: 856,148 shares 856,148 $289M 0.35% -57,944 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: 4,247,584 shares; 2024Q4: 4,022,050 shares; 2025Q1: 3,946,235 shares; 2025Q2: 3,898,096 shares; 2025Q3: 3,822,622 shares; 2025Q4: 3,754,419 shares; 2026Q1: 3,707,989 shares 3,707,989 $288M 0.35% -46,430 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: 1,094,204 shares; 2024Q4: 1,069,679 shares; 2025Q1: 1,040,872 shares; 2025Q2: 1,009,118 shares; 2025Q3: 1,017,744 shares; 2025Q4: 1,061,489 shares; 2026Q1: 1,064,698 shares 1,064,698 $283M 0.34% +3,209 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: 1,038,293 shares; 2024Q4: 1,014,632 shares; 2025Q1: 982,337 shares; 2025Q2: 966,300 shares; 2025Q3: 946,514 shares; 2025Q4: 921,978 shares; 2026Q1: 909,775 shares 909,775 $283M 0.34% -12,203 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: 3,045,301 shares; 2024Q4: 2,966,396 shares; 2025Q1: 2,920,157 shares; 2025Q2: 2,870,124 shares; 2025Q3: 2,832,552 shares; 2025Q4: 2,779,141 shares; 2026Q1: 2,707,901 shares 2,707,901 $278M 0.34% -71,240 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040,505 shares; 2024Q4: 1,035,216 shares; 2025Q1: 1,011,715 shares; 2025Q2: 1,002,899 shares; 2025Q3: 955,539 shares; 2025Q4: 949,685 shares; 2026Q1: 909,885 shares 909,885 $275M 0.33% -39,800 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: 1,119,326 shares; 2024Q4: 1,119,390 shares; 2025Q1: 1,094,757 shares; 2025Q2: 1,040,644 shares; 2025Q3: 1,025,873 shares; 2025Q4: 1,039,878 shares; 2026Q1: 1,012,177 shares 1,012,177 $274M 0.33% -27,701 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,689 shares; 2024Q4: 485,738 shares; 2025Q1: 482,425 shares; 2025Q2: 495,709 shares; 2025Q3: 501,712 shares; 2025Q4: 491,976 shares; 2026Q1: 1,126,517 shares 1,126,517 $265M 0.32% +634,541 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: 2,989,988 shares; 2024Q4: 3,066,037 shares; 2025Q1: 2,960,952 shares; 2025Q2: 2,914,327 shares; 2025Q3: 2,880,333 shares; 2025Q4: 2,783,743 shares; 2026Q1: 2,811,759 shares 2,811,759 $261M 0.32% +28,016 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: 2,243,154 shares; 2024Q4: 2,240,674 shares; 2025Q1: 2,075,963 shares; 2025Q2: 2,058,062 shares; 2025Q3: 2,023,089 shares; 2025Q4: 1,960,158 shares; 2026Q1: 1,939,393 shares 1,939,393 $254M 0.31% -20,765 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924,059 shares; 2024Q4: 1,877,866 shares; 2025Q1: 1,792,716 shares; 2025Q2: 1,718,423 shares; 2025Q3: 1,661,446 shares; 2025Q4: 1,604,726 shares; 2026Q1: 1,585,622 shares 1,585,622 $246M 0.3% -19,104 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: 751,095 shares; 2024Q4: 738,025 shares; 2025Q1: 731,073 shares; 2025Q2: 709,668 shares; 2025Q3: 687,451 shares; 2025Q4: 668,068 shares; 2026Q1: 667,057 shares 667,057 $235M 0.28% -1,011 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: 1,099,495 shares; 2024Q4: 1,130,377 shares; 2025Q1: 1,146,145 shares; 2025Q2: 1,135,609 shares; 2025Q3: 1,170,332 shares; 2025Q4: 1,125,865 shares; 2026Q1: 1,122,821 shares 1,122,821 $228M 0.28% -3,044 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552,335 shares; 2024Q4: 1,570,294 shares; 2025Q1: 1,667,774 shares; 2025Q2: 1,667,934 shares; 2025Q3: 1,593,234 shares; 2025Q4: 1,573,278 shares; 2026Q1: 1,545,491 shares 1,545,491 $227M 0.28% -27,787 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: 662,899 shares; 2024Q4: 1,328,754 shares; 2025Q1: 1,429,519 shares; 2025Q2: 1,356,098 shares; 2025Q3: 1,364,442 shares; 2025Q4: 1,371,066 shares; 2026Q1: 1,373,156 shares 1,373,156 $220M 0.27% +2,090 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: 2,344,429 shares; 2024Q4: 2,435,414 shares; 2025Q1: 2,479,809 shares; 2025Q2: 2,366,170 shares; 2025Q3: 2,299,785 shares; 2025Q4: 2,294,369 shares; 2026Q1: 2,289,327 shares 2,289,327 $215M 0.26% -5,042 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: 1,404,736 shares; 2024Q4: 1,485,364 shares; 2025Q1: 1,561,171 shares; 2025Q2: 1,572,826 shares; 2025Q3: 1,567,496 shares; 2025Q4: 1,584,378 shares; 2026Q1: 1,582,899 shares 1,582,899 $203M 0.25% -1,479 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696,610 shares; 2024Q4: 1,706,178 shares; 2025Q1: 1,775,151 shares; 2025Q2: 1,789,138 shares; 2025Q3: 1,968,298 shares; 2025Q4: 2,424,734 shares; 2026Q1: 3,018,810 shares 3,018,810 $202M 0.25% +594,076 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: 2,345,337 shares; 2024Q4: 2,347,173 shares; 2025Q1: 2,308,710 shares; 2025Q2: 2,271,601 shares; 2025Q3: 2,338,603 shares; 2025Q4: 2,499,475 shares; 2026Q1: 2,510,494 shares 2,510,494 $200M 0.24% +11,019 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: 636,417 shares; 2024Q4: 634,536 shares; 2025Q1: 631,309 shares; 2025Q2: 619,973 shares; 2025Q3: 618,040 shares; 2025Q4: 593,397 shares; 2026Q1: 569,678 shares 569,678 $195M 0.24% -23,719 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: 212,943 shares; 2025Q1: 215,556 shares; 2025Q2: 212,213 shares; 2025Q3: 210,305 shares; 2025Q4: 207,862 shares; 2026Q1: 199,948 shares 199,948 $192M 0.23% -7,914 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: 3,286,572 shares; 2024Q4: 3,278,156 shares; 2025Q1: 3,268,410 shares; 2025Q2: 3,308,587 shares; 2025Q3: 3,307,293 shares; 2025Q4: 3,248,348 shares; 2026Q1: 3,338,366 shares 3,338,366 $190M 0.23% +90,018 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: 1,965,777 shares; 2024Q4: 1,912,197 shares; 2025Q1: 1,817,474 shares; 2025Q2: 1,702,210 shares; 2025Q3: 1,633,247 shares; 2025Q4: 1,580,821 shares; 2026Q1: 1,554,747 shares 1,554,747 $187M 0.23% -26,074 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: 616,830 shares; 2024Q4: 632,967 shares; 2025Q1: 615,064 shares; 2025Q2: 603,120 shares; 2025Q3: 584,432 shares; 2025Q4: 572,278 shares; 2026Q1: 569,589 shares 569,589 $186M 0.23% -2,689 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: 917,360 shares; 2024Q4: 908,159 shares; 2025Q1: 881,565 shares; 2025Q2: 871,114 shares; 2025Q3: 847,904 shares; 2025Q4: 822,333 shares; 2026Q1: 801,638 shares 801,638 $181M 0.22% -20,695 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: 1,117,036 shares; 2024Q4: 1,105,074 shares; 2025Q1: 1,107,120 shares; 2025Q2: 1,096,904 shares; 2025Q3: 1,062,134 shares; 2025Q4: 961,922 shares; 2026Q1: 912,798 shares 912,798 $181M 0.22% -49,124 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: 839,350 shares; 2024Q4: 826,636 shares; 2025Q1: 812,208 shares; 2025Q2: 793,666 shares; 2025Q3: 779,481 shares; 2025Q4: 758,943 shares; 2026Q1: 737,504 shares 737,504 $179M 0.22% -21,439 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: 957,698 shares; 2024Q4: 954,135 shares; 2025Q1: 933,014 shares; 2025Q2: 926,531 shares; 2025Q3: 922,820 shares; 2025Q4: 923,047 shares; 2026Q1: 924,966 shares 924,966 $178M 0.22% +1,919 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: 3,416,227 shares; 2024Q4: 3,583,701 shares; 2025Q1: 3,565,817 shares; 2025Q2: 3,943,092 shares; 2025Q3: 3,656,306 shares; 2025Q4: 3,508,879 shares; 2026Q1: 3,492,612 shares 3,492,612 $174M 0.21% -16,267 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: 871,802 shares; 2024Q4: 858,624 shares; 2025Q1: 848,496 shares; 2025Q2: 845,854 shares; 2025Q3: 768,594 shares; 2025Q4: 824,090 shares; 2026Q1: 800,890 shares 800,890 $171M 0.21% -23,200 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: 440,161 shares; 2024Q4: 533,967 shares; 2025Q1: 694,127 shares; 2025Q2: 697,706 shares; 2025Q3: 730,591 shares; 2025Q4: 723,921 shares; 2026Q1: 682,743 shares 682,743 $171M 0.21% -41,178 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160,186 shares; 2024Q4: 1,125,515 shares; 2025Q1: 1,122,887 shares; 2025Q2: 1,137,906 shares; 2025Q3: 1,130,142 shares; 2025Q4: 1,111,508 shares; 2026Q1: 1,103,131 shares 1,103,131 $167M 0.2% -8,377 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687,948 shares; 2024Q4: 2,775,610 shares; 2025Q1: 2,916,203 shares; 2025Q2: 2,852,126 shares; 2025Q3: 2,850,324 shares; 2025Q4: 2,811,846 shares; 2026Q1: 2,796,252 shares 2,796,252 $166M 0.2% -15,594 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853,229 shares; 2024Q4: 4,984,635 shares; 2025Q1: 5,224,679 shares; 2025Q2: 5,175,599 shares; 2025Q3: 5,669,418 shares; 2025Q4: 6,510,583 shares; 2026Q1: 6,695,070 shares 6,695,070 $159M 0.19% +184,487 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: 316,591 shares; 2024Q4: 309,472 shares; 2025Q1: 335,578 shares; 2025Q2: 333,856 shares; 2025Q3: 329,481 shares; 2025Q4: 319,159 shares; 2026Q1: 317,244 shares 317,244 $157M 0.19% -1,915 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: 288,083 shares; 2024Q4: 304,757 shares; 2025Q1: 347,164 shares; 2025Q2: 358,163 shares; 2025Q3: 380,526 shares; 2025Q4: 391,191 shares; 2026Q1: 437,010 shares 437,010 $156M 0.19% +45,819 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133,554 shares; 2024Q4: 1,149,597 shares; 2025Q1: 1,136,682 shares; 2025Q2: 997,673 shares; 2025Q3: 982,935 shares; 2025Q4: 840,415 shares; 2026Q1: 745,338 shares 745,338 $153M 0.19% -95,077 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580,376 shares; 2024Q4: 2,400,507 shares; 2025Q1: 2,294,136 shares; 2025Q2: 1,633,133 shares; 2025Q3: 1,624,255 shares; 2025Q4: 1,623,995 shares; 2026Q1: 1,942,935 shares 1,942,935 $153M 0.19% +318,940 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302,761 shares; 2024Q4: 1,314,302 shares; 2025Q1: 1,294,329 shares; 2025Q2: 1,260,982 shares; 2025Q3: 1,238,180 shares; 2025Q4: 1,207,914 shares; 2026Q1: 1,181,740 shares 1,181,740 $152M 0.18% -26,174 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: 546,683 shares; 2024Q4: 543,013 shares; 2025Q1: 532,173 shares; 2025Q2: 528,096 shares; 2025Q3: 524,094 shares; 2025Q4: 522,898 shares; 2026Q1: 518,777 shares 518,777 $151M 0.18% -4,121 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: 450,420 shares; 2024Q4: 445,638 shares; 2025Q1: 447,955 shares; 2025Q2: 459,936 shares; 2025Q3: 460,911 shares; 2025Q4: 459,206 shares; 2026Q1: 490,070 shares 490,070 $148M 0.18% +30,864 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: 1,632,792 shares; 2024Q4: 1,641,559 shares; 2025Q1: 1,516,998 shares; 2025Q2: 1,474,234 shares; 2025Q3: 1,322,287 shares; 2025Q4: 1,311,881 shares; 2026Q1: 1,304,892 shares 1,304,892 $145M 0.18% -6,989 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: 186,195 shares; 2024Q4: 184,946 shares; 2025Q1: 182,553 shares; 2025Q2: 176,297 shares; 2025Q3: 176,523 shares; 2025Q4: 173,140 shares; 2026Q1: 171,624 shares 171,624 $145M 0.18% -1,516 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: 911,102 shares; 2024Q4: 902,603 shares; 2025Q1: 850,550 shares; 2025Q2: 817,701 shares; 2025Q3: 771,963 shares; 2025Q4: 745,367 shares; 2026Q1: 736,389 shares 736,389 $143M 0.17% -8,978 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: 1,146,855 shares; 2024Q4: 1,096,154 shares; 2025Q1: 1,060,877 shares; 2025Q2: 1,015,529 shares; 2025Q3: 976,111 shares; 2025Q4: 877,243 shares; 2026Q1: 816,817 shares 816,817 $141M 0.17% -60,426 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: 298,867 shares; 2024Q4: 316,689 shares; 2025Q1: 335,647 shares; 2025Q2: 356,579 shares; 2025Q3: 367,132 shares; 2025Q4: 374,402 shares; 2026Q1: 379,097 shares 379,097 $141M 0.17% +4,695 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: 133,849 shares; 2024Q4: 120,308 shares; 2025Q1: 119,287 shares; 2025Q2: 131,686 shares; 2025Q3: 133,279 shares; 2025Q4: 1,409,616 shares; 2026Q1: 1,436,675 shares 1,436,675 $138M 0.17% +27,059 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: 502,601 shares; 2024Q4: 498,967 shares; 2025Q1: 481,921 shares; 2025Q2: 458,708 shares; 2025Q3: 458,192 shares; 2025Q4: 444,812 shares; 2026Q1: 424,870 shares 424,870 $135M 0.16% -19,942 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: 288,064 shares; 2024Q4: 269,702 shares; 2025Q1: 260,132 shares; 2025Q2: 259,212 shares; 2025Q3: 245,979 shares; 2025Q4: 234,633 shares; 2026Q1: 230,797 shares 230,797 $130M 0.16% -3,836 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: 2,022,970 shares; 2024Q4: 1,924,591 shares; 2025Q1: 1,685,446 shares; 2025Q2: 1,530,193 shares; 2025Q3: 1,413,082 shares; 2025Q4: 1,119,979 shares; 2026Q1: 1,054,429 shares 1,054,429 $128M 0.16% -65,550 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: 921,105 shares; 2024Q4: 914,668 shares; 2025Q1: 892,175 shares; 2025Q2: 884,249 shares; 2025Q3: 840,174 shares; 2025Q4: 831,903 shares; 2026Q1: 644,088 shares 644,088 $126M 0.15% -187,815 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: 781,823 shares; 2024Q4: 776,350 shares; 2025Q1: 776,423 shares; 2025Q2: 776,016 shares; 2025Q3: 759,545 shares; 2025Q4: 759,153 shares; 2026Q1: 759,370 shares 759,370 $126M 0.15% +217 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: 565,357 shares; 2024Q4: 557,736 shares; 2025Q1: 546,215 shares; 2025Q2: 539,356 shares; 2025Q3: 538,036 shares; 2025Q4: 540,528 shares; 2026Q1: 516,138 shares 516,138 $125M 0.15% -24,390 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: 382,726 shares; 2024Q4: 408,290 shares; 2025Q1: 371,942 shares; 2025Q2: 374,026 shares; 2025Q3: 382,636 shares; 2025Q4: 383,287 shares; 2026Q1: 365,625 shares 365,625 $124M 0.15% -17,662 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: 263,600 shares; 2024Q4: 260,898 shares; 2025Q1: 338,586 shares; 2025Q2: 344,112 shares; 2025Q3: 343,648 shares; 2025Q4: 348,044 shares; 2026Q1: 353,961 shares 353,961 $122M 0.15% +5,917 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: 3,812,699 shares; 2024Q4: 888,725 shares; 2025Q1: 3,653,803 shares; 2025Q2: 3,445,757 shares; 2025Q3: 6,510,778 shares; 2025Q4: 6,543,475 shares; 2026Q1: 3,643,590 shares 3,643,590 $120M 0.15% -2,899,885 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: 1,122,536 shares; 2024Q4: 1,095,320 shares; 2025Q1: 877,222 shares; 2025Q2: 854,552 shares; 2025Q3: 849,884 shares; 2025Q4: 859,071 shares; 2026Q1: 856,921 shares 856,921 $119M 0.14% -2,150 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: 760,980 shares; 2024Q4: 760,919 shares; 2025Q1: 753,401 shares; 2025Q2: 755,354 shares; 2025Q3: 743,889 shares; 2025Q4: 741,472 shares; 2026Q1: 719,372 shares 719,372 $118M 0.14% -22,100 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: 284,661 shares; 2024Q4: 268,136 shares; 2025Q1: 261,437 shares; 2025Q2: 255,768 shares; 2025Q3: 254,972 shares; 2025Q4: 269,867 shares; 2026Q1: 275,799 shares 275,799 $117M 0.14% +5,932 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: 770,388 shares; 2024Q4: 697,937 shares; 2025Q1: 694,153 shares; 2025Q2: 677,793 shares; 2025Q3: 615,311 shares; 2025Q4: 554,054 shares; 2026Q1: 603,422 shares 603,422 $116M 0.14% +49,368 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: 508,771 shares; 2024Q4: 551,994 shares; 2025Q1: 599,838 shares; 2025Q2: 570,341 shares; 2025Q3: 578,898 shares; 2025Q4: 594,572 shares; 2026Q1: 598,192 shares 598,192 $113M 0.14% +3,620 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: 1,307,504 shares; 2024Q4: 1,281,828 shares; 2025Q1: 1,321,964 shares; 2025Q2: 1,325,936 shares; 2025Q3: 1,339,400 shares; 2025Q4: 1,369,464 shares; 2026Q1: 1,471,557 shares 1,471,557 $111M 0.13% +102,093 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: 1,129,858 shares; 2024Q4: 1,255,215 shares; 2025Q1: 1,545,387 shares; 2025Q2: 1,578,850 shares; 2025Q3: 1,530,549 shares; 2025Q4: 1,465,504 shares; 2026Q1: 1,524,154 shares 1,524,154 $110M 0.13% +58,650 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: 6,268,172 shares; 2024Q4: 5,776,585 shares; 2025Q1: 5,213,250 shares; 2025Q2: 4,721,304 shares; 2025Q3: 4,259,362 shares; 2025Q4: 3,988,537 shares; 2026Q1: 3,863,894 shares 3,863,894 $108M 0.13% -124,643 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 97,737 shares; 2025Q1: 99,262 shares; 2025Q2: 99,355 shares; 2025Q3: 98,756 shares; 2025Q4: 99,121 shares; 2026Q1: 93,293 shares 93,293 $108M 0.13% -5,828 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: 669,302 shares; 2024Q4: 668,827 shares; 2025Q1: 651,704 shares; 2025Q2: 675,930 shares; 2025Q3: 669,331 shares; 2025Q4: 680,338 shares; 2026Q1: 646,151 shares 646,151 $107M 0.13% -34,187 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: 189,109 shares; 2024Q4: 188,677 shares; 2025Q1: 198,694 shares; 2025Q2: 201,417 shares; 2025Q3: 209,179 shares; 2025Q4: 1,036,435 shares; 2026Q1: 1,014,105 shares 1,014,105 $106M 0.13% -22,330 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855,942 shares; 2024Q4: 1,433,415 shares; 2025Q1: 1,368,549 shares; 2025Q2: 1,626,859 shares; 2025Q3: 16,265,679 shares; 2025Q4: 6,404,227 shares; 2026Q1: 3,971,942 shares 3,971,942 $106M 0.13% -2,432,285 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: 510,457 shares; 2024Q4: 508,604 shares; 2025Q1: 605,997 shares; 2025Q2: 646,637 shares; 2025Q3: 659,247 shares; 2025Q4: 658,218 shares; 2026Q1: 645,264 shares 645,264 $103M 0.13% -12,954 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: 572,405 shares; 2024Q4: 569,854 shares; 2025Q1: 561,718 shares; 2025Q2: 554,337 shares; 2025Q3: 544,360 shares; 2025Q4: 531,747 shares; 2026Q1: 499,670 shares 499,670 $102M 0.12% -32,077 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: 1,485,583 shares; 2024Q4: 1,422,836 shares; 2025Q1: 1,399,856 shares; 2025Q2: 1,301,958 shares; 2025Q3: 1,218,392 shares; 2025Q4: 1,196,290 shares; 2026Q1: 1,154,077 shares 1,154,077 $100M 0.12% -42,213 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: 180,399 shares; 2024Q4: 177,259 shares; 2025Q1: 177,250 shares; 2025Q2: 177,729 shares; 2025Q3: 194,159 shares; 2025Q4: 200,367 shares; 2026Q1: 231,041 shares 231,041 $99.9M 0.12% +30,674 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,168 shares; 2024Q4: 304,131 shares; 2025Q1: 476,160 shares; 2025Q2: 595,607 shares; 2025Q3: 737,533 shares; 2025Q4: 909,603 shares; 2026Q1: 1,064,169 shares 1,064,169 $98.6M 0.12% +154,566 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: 445,469 shares; 2024Q4: 445,005 shares; 2025Q1: 440,444 shares; 2025Q2: 429,512 shares; 2025Q3: 423,207 shares; 2025Q4: 408,896 shares; 2026Q1: 399,325 shares 399,325 $94.4M 0.11% -9,571 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,888 shares; 2024Q4: 407,460 shares; 2025Q1: 416,202 shares; 2025Q2: 462,974 shares; 2025Q3: 463,712 shares; 2025Q4: 490,834 shares; 2026Q1: 505,528 shares 505,528 $93.2M 0.11% +14,694 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: 850,507 shares; 2024Q4: 825,927 shares; 2025Q1: 824,651 shares; 2025Q2: 786,021 shares; 2025Q3: 754,310 shares; 2025Q4: 700,222 shares; 2026Q1: 705,350 shares 705,350 $93.1M 0.11% +5,128 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: 3,245,145 shares; 2024Q4: 2,845,483 shares; 2025Q1: 2,625,590 shares; 2025Q2: 2,482,718 shares; 2025Q3: 2,103,911 shares; 2025Q4: 2,065,996 shares; 2026Q1: 2,056,808 shares 2,056,808 $90.8M 0.11% -9,188 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937,446 shares; 2024Q4: 1,749,205 shares; 2025Q1: 1,727,299 shares; 2025Q2: 1,919,999 shares; 2025Q3: 2,001,099 shares; 2025Q4: 2,048,260 shares; 2026Q1: 2,124,330 shares 2,124,330 $90.4M 0.11% +76,070 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: 91,135 shares; 2024Q4: 93,217 shares; 2025Q1: 96,452 shares; 2025Q2: 98,379 shares; 2025Q3: 100,542 shares; 2025Q4: 101,558 shares; 2026Q1: 103,010 shares 103,010 $89.9M 0.11% +1,452 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: 23,539 shares; 2024Q4: 23,540 shares; 2025Q1: 23,269 shares; 2025Q2: 22,623 shares; 2025Q3: 22,477 shares; 2025Q4: 21,939 shares; 2026Q1: 21,098 shares 21,098 $88.8M 0.11% -841 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: 345,356 shares; 2024Q4: 347,742 shares; 2025Q1: 565,681 shares; 2025Q2: 760,011 shares; 2025Q3: 1,197,958 shares; 2025Q4: 1,409,498 shares; 2026Q1: 1,634,533 shares 1,634,533 $86M 0.1% +225,035 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085,230 shares; 2024Q4: 1,068,697 shares; 2025Q1: 991,239 shares; 2025Q2: 936,550 shares; 2025Q3: 932,960 shares; 2025Q4: 903,879 shares; 2026Q1: 888,870 shares 888,870 $85.7M 0.1% -15,009 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: 90,937 shares; 2024Q4: 93,538 shares; 2025Q1: 282,559 shares; 2025Q2: 291,867 shares; 2025Q3: 294,755 shares; 2025Q4: 327,811 shares; 2026Q1: 359,351 shares 359,351 $85.4M 0.1% +31,540 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,407 shares; 2024Q4: 403,599 shares; 2025Q1: 397,782 shares; 2025Q2: 402,266 shares; 2025Q3: 408,295 shares; 2025Q4: 406,592 shares; 2026Q1: 403,194 shares 403,194 $83.8M 0.1% -3,398 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: 436,029 shares; 2025Q1: 437,832 shares; 2025Q2: 413,392 shares; 2025Q3: 408,205 shares; 2025Q4: 396,690 shares; 2026Q1: 389,340 shares 389,340 $83.2M 0.1% -7,350 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: 60,875 shares; 2024Q4: 67,202 shares; 2025Q1: 64,641 shares; 2025Q2: 65,624 shares; 2025Q3: 59,248 shares; 2025Q4: 57,014 shares; 2026Q1: 56,064 shares 56,064 $82.6M 0.1% -950 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: 953,187 shares; 2024Q4: 1,697,051 shares; 2025Q1: 1,601,213 shares; 2025Q2: 948,805 shares; 2025Q3: 909,085 shares; 2025Q4: 921,383 shares; 2026Q1: 951,499 shares 951,499 $82.5M 0.1% +30,116 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: 319,713 shares; 2024Q4: 316,766 shares; 2025Q1: 303,672 shares; 2025Q2: 298,406 shares; 2025Q3: 297,988 shares; 2025Q4: 293,315 shares; 2026Q1: 289,944 shares 289,944 $82.3M 0.1% -3,371 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: 322,435 shares; 2024Q4: 319,442 shares; 2025Q1: 306,098 shares; 2025Q2: 302,853 shares; 2025Q3: 301,465 shares; 2025Q4: 292,462 shares; 2026Q1: 187,820 shares 187,820 $82M 0.1% -104,642 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: 187,651 shares; 2024Q4: 180,642 shares; 2025Q1: 177,933 shares; 2025Q2: 173,633 shares; 2025Q3: 173,194 shares; 2025Q4: 171,921 shares; 2026Q1: 166,108 shares 166,108 $81.6M 0.1% -5,813 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939,626 shares; 2024Q4: 1,693,084 shares; 2025Q1: 1,647,926 shares; 2025Q2: 1,565,887 shares; 2025Q3: 1,458,051 shares; 2025Q4: 1,338,597 shares; 2026Q1: 1,329,743 shares 1,329,743 $80.6M 0.1% -8,854 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,274 shares; 2024Q4: 851,387 shares; 2025Q1: 825,203 shares; 2025Q2: 835,568 shares; 2025Q3: 780,169 shares; 2025Q4: 738,824 shares; 2026Q1: 833,783 shares 833,783 $79.5M 0.1% +94,959 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427,100 shares; 2024Q4: 2,202,202 shares; 2025Q1: 1,929,473 shares; 2025Q2: 1,857,688 shares; 2025Q3: 1,769,161 shares; 2025Q4: 1,645,012 shares; 2026Q1: 1,570,060 shares 1,570,060 $78.8M 0.1% -74,952 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: 741,618 shares; 2024Q4: 734,098 shares; 2025Q1: 720,680 shares; 2025Q2: 726,354 shares; 2025Q3: 645,940 shares; 2025Q4: 631,325 shares; 2026Q1: 609,299 shares 609,299 $77M 0.09% -22,026 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: 157,978 shares; 2024Q4: 152,975 shares; 2025Q1: 145,299 shares; 2025Q2: 138,305 shares; 2025Q3: 130,859 shares; 2025Q4: 126,980 shares; 2026Q1: 123,681 shares 123,681 $74.8M 0.09% -3,299 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: 67,443 shares; 2024Q4: 65,016 shares; 2025Q1: 64,864 shares; 2025Q2: 90,791 shares; 2025Q3: 133,015 shares; 2025Q4: 150,282 shares; 2026Q1: 159,770 shares 159,770 $73.7M 0.09% +9,488 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: 210,853 shares; 2024Q4: 326,233 shares; 2025Q1: 422,010 shares; 2025Q2: 443,787 shares; 2025Q3: 480,438 shares; 2025Q4: 494,001 shares; 2026Q1: 503,308 shares 503,308 $73.6M 0.09% +9,307 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: 986,504 shares; 2024Q4: 934,466 shares; 2025Q1: 923,587 shares; 2025Q2: 882,094 shares; 2025Q3: 842,382 shares; 2025Q4: 894,155 shares; 2026Q1: 821,231 shares 821,231 $73.6M 0.09% -72,924 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: 538,397 shares; 2024Q4: 547,557 shares; 2025Q1: 596,923 shares; 2025Q2: 623,297 shares; 2025Q3: 596,292 shares; 2025Q4: 1,012,001 shares; 2026Q1: 984,794 shares 984,794 $72.5M 0.09% -27,207 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: 200,156 shares; 2024Q4: 191,492 shares; 2025Q1: 176,670 shares; 2025Q2: 176,481 shares; 2025Q3: 182,189 shares; 2025Q4: 180,387 shares; 2026Q1: 206,025 shares 206,025 $70.8M 0.09% +25,638 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: 375,566 shares; 2024Q4: 375,338 shares; 2025Q1: 265,362 shares; 2025Q2: 248,350 shares; 2025Q3: 245,177 shares; 2025Q4: 241,239 shares; 2026Q1: 238,064 shares 238,064 $70.3M 0.09% -3,175 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: 88,151 shares; 2024Q4: 88,835 shares; 2025Q1: 85,759 shares; 2025Q2: 83,760 shares; 2025Q3: 81,577 shares; 2025Q4: 80,575 shares; 2026Q1: 79,746 shares 79,746 $69M 0.08% -829 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: 6,935,852 shares; 2024Q4: 7,371,486 shares; 2025Q1: 7,480,533 shares; 2025Q2: 2,568,987 shares; 2025Q3: 1,166,949 shares; 2025Q4: 1,192,186 shares; 2026Q1: 1,293,603 shares 1,293,603 $68.8M 0.08% +101,417 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: 228,806 shares; 2024Q4: 231,253 shares; 2025Q1: 236,079 shares; 2025Q2: 257,907 shares; 2025Q3: 253,853 shares; 2025Q4: 252,156 shares; 2026Q1: 319,901 shares 319,901 $68.8M 0.08% +67,745 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: 697,319 shares; 2024Q4: 656,189 shares; 2025Q1: 650,137 shares; 2025Q2: 635,147 shares; 2025Q3: 594,671 shares; 2025Q4: 558,277 shares; 2026Q1: 519,998 shares 519,998 $68.7M 0.08% -38,279 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632,233 shares; 2024Q4: 1,795,091 shares; 2025Q1: 1,874,615 shares; 2025Q2: 1,910,495 shares; 2025Q3: 1,942,970 shares; 2025Q4: 1,946,845 shares; 2026Q1: 1,950,334 shares 1,950,334 $68.5M 0.08% +3,489 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,074 shares; 2024Q4: 465,025 shares; 2025Q1: 470,728 shares; 2025Q2: 466,704 shares; 2025Q3: 444,485 shares; 2025Q4: 425,493 shares; 2026Q1: 433,737 shares 433,737 $68.2M 0.08% +8,244 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: 471,685 shares; 2024Q4: 479,272 shares; 2025Q1: 423,685 shares; 2025Q2: 412,717 shares; 2025Q3: 393,864 shares; 2025Q4: 385,136 shares; 2026Q1: 365,256 shares 365,256 $68.2M 0.08% -19,880 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: 968,774 shares; 2024Q4: 999,143 shares; 2025Q1: 1,042,187 shares; 2025Q2: 1,128,304 shares; 2025Q3: 1,161,890 shares; 2025Q4: 1,250,828 shares; 2026Q1: 1,293,427 shares 1,293,427 $68M 0.08% +42,599 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,789 shares; 2024Q4: 799,385 shares; 2025Q1: 795,770 shares; 2025Q2: 809,995 shares; 2025Q3: 808,193 shares; 2025Q4: 776,561 shares; 2026Q1: 726,147 shares 726,147 $67.9M 0.08% -50,414 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: 521,007 shares; 2024Q4: 472,648 shares; 2025Q1: 449,440 shares; 2025Q2: 421,450 shares; 2025Q3: 428,488 shares; 2025Q4: 422,040 shares; 2026Q1: 459,185 shares 459,185 $67.3M 0.08% +37,145 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: 1,342,435 shares; 2024Q4: 1,233,606 shares; 2025Q1: 1,231,629 shares; 2025Q2: 823,869 shares; 2025Q3: 780,361 shares; 2025Q4: 728,703 shares; 2026Q1: 707,715 shares 707,715 $65.6M 0.08% -20,988 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: 3,461,367 shares; 2024Q4: 1,658,474 shares; 2025Q1: 1,602,454 shares; 2025Q2: 1,350,593 shares; 2025Q3: 943,485 shares; 2025Q4: 938,839 shares; 2026Q1: 576,341 shares 576,341 $65.2M 0.08% -362,498 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: 277,748 shares; 2024Q4: 274,913 shares; 2025Q1: 264,074 shares; 2025Q2: 256,389 shares; 2025Q3: 254,122 shares; 2025Q4: 248,633 shares; 2026Q1: 248,347 shares 248,347 $64.6M 0.08% -286 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: 77,508 shares; 2024Q4: 76,842 shares; 2025Q1: 79,582 shares; 2025Q2: 78,500 shares; 2025Q3: 78,014 shares; 2025Q4: 77,437 shares; 2026Q1: 71,737 shares 71,737 $64.2M 0.08% -5,700 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: 1,193,858 shares; 2024Q4: 1,164,904 shares; 2025Q1: 1,114,726 shares; 2025Q2: 1,115,013 shares; 2025Q3: 1,085,819 shares; 2025Q4: 955,748 shares; 2026Q1: 1,109,376 shares 1,109,376 $63.9M 0.08% +153,628 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: 825,982 shares; 2024Q4: 800,267 shares; 2025Q1: 808,913 shares; 2025Q2: 832,608 shares; 2025Q3: 824,437 shares; 2025Q4: 779,757 shares; 2026Q1: 765,280 shares 765,280 $63.2M 0.08% -14,477 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: 232,649 shares; 2024Q4: 246,545 shares; 2025Q1: 242,587 shares; 2025Q2: 262,288 shares; 2025Q3: 269,758 shares; 2025Q4: 291,481 shares; 2026Q1: 317,250 shares 317,250 $63.1M 0.08% +25,769 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: 22,872 shares; 2025Q1: 31,296 shares; 2025Q2: 33,781 shares; 2025Q3: 35,209 shares; 2025Q4: 35,784 shares; 2026Q1: 36,361 shares 36,361 $62.9M 0.08% +577 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918,607 shares; 2024Q4: 1,898,313 shares; 2025Q1: 1,857,837 shares; 2025Q2: 1,840,477 shares; 2025Q3: 1,777,580 shares; 2025Q4: 1,742,920 shares; 2026Q1: 1,678,275 shares 1,678,275 $62.5M 0.08% -64,645 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: 47,601 shares; 2024Q4: 45,521 shares; 2025Q1: 49,156 shares; 2025Q2: 48,226 shares; 2025Q3: 46,588 shares; 2025Q4: 52,533 shares; 2026Q1: 46,909 shares 46,909 $62M 0.08% -5,624 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: 104,813 shares; 2024Q4: 102,684 shares; 2025Q1: 96,871 shares; 2025Q2: 95,679 shares; 2025Q3: 94,767 shares; 2025Q4: 91,766 shares; 2026Q1: 90,211 shares 90,211 $61.5M 0.07% -1,555 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: 154,331 shares; 2024Q4: 136,326 shares; 2025Q1: 136,641 shares; 2025Q2: 134,867 shares; 2025Q3: 133,179 shares; 2025Q4: 129,010 shares; 2026Q1: 141,648 shares 141,648 $61.5M 0.07% +12,638 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841,385 shares; 2024Q4: 735,902 shares; 2025Q1: 737,067 shares; 2025Q2: 788,977 shares; 2025Q3: 872,265 shares; 2025Q4: 906,767 shares; 2026Q1: 1,206,838 shares 1,206,838 $60.1M 0.07% +300,071 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: 439,676 shares; 2024Q4: 424,759 shares; 2025Q1: 400,837 shares; 2025Q2: 402,234 shares; 2025Q3: 426,816 shares; 2025Q4: 433,657 shares; 2026Q1: 440,607 shares 440,607 $59.9M 0.07% +6,950 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,077 shares; 2024Q4: 865,908 shares; 2025Q1: 899,670 shares; 2025Q2: 885,962 shares; 2025Q3: 892,609 shares; 2025Q4: 799,630 shares; 2026Q1: 742,589 shares 742,589 $59.1M 0.07% -57,041 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,800 shares; 2024Q4: 296,641 shares; 2025Q1: 285,216 shares; 2025Q2: 280,492 shares; 2025Q3: 280,162 shares; 2025Q4: 543,348 shares; 2026Q1: 532,354 shares 532,354 $58M 0.07% -10,994 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,238 shares; 2024Q4: 77,646 shares; 2025Q1: 70,745 shares; 2025Q2: 408,888 shares; 2025Q3: 555,988 shares; 2025Q4: 671,653 shares; 2026Q1: 735,725 shares 735,725 $57.9M 0.07% +64,072 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: 56,013 shares; 2024Q4: 55,233 shares; 2025Q1: 72,893 shares; 2025Q2: 97,519 shares; 2025Q3: 96,894 shares; 2025Q4: 96,886 shares; 2026Q1: 52,054 shares 52,054 $56.8M 0.07% -44,832 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: 507,375 shares; 2024Q4: 522,897 shares; 2025Q1: 529,258 shares; 2025Q2: 512,676 shares; 2025Q3: 513,827 shares; 2025Q4: 500,508 shares; 2026Q1: 492,544 shares 492,544 $55.9M 0.07% -7,964 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: 291,367 shares; 2024Q4: 285,527 shares; 2025Q1: 281,731 shares; 2025Q2: 279,894 shares; 2025Q3: 278,376 shares; 2025Q4: 263,672 shares; 2026Q1: 213,243 shares 213,243 $55.9M 0.07% -50,429 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: 1,744,342 shares; 2024Q4: 1,785,902 shares; 2025Q1: 1,849,470 shares; 2025Q2: 1,482,631 shares; 2025Q3: 1,074,685 shares; 2025Q4: 991,699 shares; 2026Q1: 1,081,379 shares 1,081,379 $55.6M 0.07% +89,680 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: 1,104,640 shares; 2024Q4: 1,290,086 shares; 2025Q1: 1,291,369 shares; 2025Q2: 1,281,857 shares; 2025Q3: 1,261,807 shares; 2025Q4: 1,239,065 shares; 2026Q1: 1,107,430 shares 1,107,430 $54.7M 0.07% -131,635 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: 181,849 shares; 2024Q4: 182,825 shares; 2025Q1: 181,654 shares; 2025Q2: 173,952 shares; 2025Q3: 172,485 shares; 2025Q4: 164,420 shares; 2026Q1: 166,281 shares 166,281 $54.6M 0.07% +1,861 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: 922,588 shares; 2024Q4: 917,526 shares; 2025Q1: 904,759 shares; 2025Q2: 923,744 shares; 2025Q3: 877,233 shares; 2025Q4: 913,353 shares; 2026Q1: 704,047 shares 704,047 $54.3M 0.07% -209,306 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: 2,174,835 shares; 2024Q4: 2,123,549 shares; 2025Q1: 2,002,108 shares; 2025Q2: 2,082,644 shares; 2025Q3: 2,054,243 shares; 2025Q4: 1,941,279 shares; 2026Q1: 1,869,338 shares 1,869,338 $54.2M 0.07% -71,941 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: 565,037 shares; 2024Q4: 495,181 shares; 2025Q1: 461,917 shares; 2025Q2: 453,251 shares; 2025Q3: 432,840 shares; 2025Q4: 854,470 shares; 2026Q1: 851,064 shares 851,064 $52.1M 0.06% -3,406 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,931 shares; 2024Q4: 85,100 shares; 2025Q1: 99,122 shares; 2025Q2: 114,342 shares; 2025Q3: 126,396 shares; 2025Q4: 182,929 shares; 2026Q1: 201,988 shares 201,988 $52M 0.06% +19,059 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: 276,597 shares; 2024Q4: 267,889 shares; 2025Q1: 255,695 shares; 2025Q2: 253,227 shares; 2025Q3: 287,236 shares; 2025Q4: 246,347 shares; 2026Q1: 249,197 shares 249,197 $51.9M 0.06% +2,850 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 16,007 shares; 2025Q1: 16,183 shares; 2025Q2: 94,310 shares; 2025Q3: 157,005 shares; 2025Q4: 161,627 shares; 2026Q1: 182,121 shares 182,121 $51.7M 0.06% +20,494 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,818 shares; 2024Q4: 276,986 shares; 2025Q1: 278,904 shares; 2025Q2: 162,637 shares; 2025Q3: 258,453 shares; 2025Q4: 159,943 shares; 2026Q1: 162,958 shares 162,958 $51.1M 0.06% +3,015 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: 594,979 shares; 2024Q4: 551,568 shares; 2025Q1: 543,047 shares; 2025Q2: 544,529 shares; 2025Q3: 538,951 shares; 2025Q4: 530,406 shares; 2026Q1: 476,766 shares 476,766 $50.8M 0.06% -53,640 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,443 shares; 2024Q4: 71,588 shares; 2025Q1: 110,630 shares; 2025Q2: 111,418 shares; 2025Q3: 120,995 shares; 2025Q4: 118,657 shares; 2026Q1: 126,623 shares 126,623 $50.2M 0.06% +7,966 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: 176,835 shares; 2024Q4: 488,231 shares; 2025Q1: 601,616 shares; 2025Q2: 998,135 shares; 2025Q3: 1,066,444 shares; 2025Q4: 733,537 shares; 2026Q1: 491,441 shares 491,441 $49.5M 0.06% -242,096 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: 115,634 shares; 2024Q4: 116,918 shares; 2025Q1: 103,422 shares; 2025Q2: 103,453 shares; 2025Q3: 148,985 shares; 2025Q4: 149,127 shares; 2026Q1: 137,659 shares 137,659 $49M 0.06% -11,468 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: 199,795 shares; 2024Q4: 197,633 shares; 2025Q1: 184,497 shares; 2025Q2: 182,904 shares; 2025Q3: 178,887 shares; 2025Q4: 177,054 shares; 2026Q1: 170,606 shares 170,606 $49M 0.06% -6,448 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: 40,345 shares; 2024Q4: 40,271 shares; 2025Q1: 37,377 shares; 2025Q2: 551,755 shares; 2025Q3: 538,270 shares; 2025Q4: 531,177 shares; 2026Q1: 520,350 shares 520,350 $48M 0.06% -10,827 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: 42,869 shares; 2024Q4: 52,004 shares; 2025Q1: 53,858 shares; 2025Q2: 53,052 shares; 2025Q3: 52,426 shares; 2025Q4: 49,100 shares; 2026Q1: 48,746 shares 48,746 $47.8M 0.06% -354 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271,596 shares; 2024Q4: 2,241,337 shares; 2025Q1: 2,192,452 shares; 2025Q2: 2,023,625 shares; 2025Q3: 1,970,712 shares; 2025Q4: 1,761,851 shares; 2026Q1: 1,567,996 shares 1,567,996 $47.5M 0.06% -193,855 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: 63,351 shares; 2024Q4: 61,530 shares; 2025Q1: 60,987 shares; 2025Q2: 96,413 shares; 2025Q3: 99,737 shares; 2025Q4: 214,153 shares; 2026Q1: 255,894 shares 255,894 $46.7M 0.06% +41,741 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: 415,206 shares; 2024Q4: 406,667 shares; 2025Q1: 462,639 shares; 2025Q2: 470,736 shares; 2025Q3: 479,643 shares; 2025Q4: 976,342 shares; 2026Q1: 1,013,924 shares 1,013,924 $46.5M 0.06% +37,582 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430,904 shares; 2025Q1: 426,817 shares; 2025Q2: 416,841 shares; 2025Q3: 410,671 shares; 2025Q4: 407,325 shares; 2026Q1: 392,410 shares 392,410 $46.3M 0.06% -14,915 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: 2,899,159 shares; 2024Q4: 2,717,930 shares; 2025Q1: 2,578,141 shares; 2025Q2: 2,263,488 shares; 2025Q3: 2,045,589 shares; 2025Q4: 1,661,443 shares; 2026Q1: 1,599,322 shares 1,599,322 $45.9M 0.06% -62,121 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: 226,815 shares; 2024Q4: 223,822 shares; 2025Q1: 217,304 shares; 2025Q2: 210,587 shares; 2025Q3: 207,418 shares; 2025Q4: 200,345 shares; 2026Q1: 196,690 shares 196,690 $45.2M 0.05% -3,655 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: 398,518 shares; 2024Q4: 393,252 shares; 2025Q1: 396,360 shares; 2025Q2: 409,075 shares; 2025Q3: 355,622 shares; 2025Q4: 346,613 shares; 2026Q1: 345,167 shares 345,167 $45.2M 0.05% -1,446 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: 202,452 shares; 2024Q4: 200,748 shares; 2025Q1: 194,221 shares; 2025Q2: 189,253 shares; 2025Q3: 185,945 shares; 2025Q4: 183,713 shares; 2026Q1: 180,785 shares 180,785 $44.7M 0.05% -2,928 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,102 shares; 2024Q4: 760,356 shares; 2025Q1: 746,220 shares; 2025Q2: 717,850 shares; 2025Q3: 693,961 shares; 2025Q4: 665,175 shares; 2026Q1: 629,516 shares 629,516 $43.1M 0.05% -35,659 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,542 shares; 2024Q4: 159,423 shares; 2025Q1: 153,411 shares; 2025Q2: 152,663 shares; 2025Q3: 150,049 shares; 2025Q4: 146,801 shares; 2026Q1: 133,259 shares 133,259 $42.7M 0.05% -13,542 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 81,690 shares; 2025Q2: 96,988 shares; 2025Q3: 101,441 shares; 2025Q4: 105,848 shares; 2026Q1: 131,729 shares 131,729 $42.1M 0.05% +25,881 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: 253,901 shares; 2024Q4: 250,975 shares; 2025Q1: 247,674 shares; 2025Q2: 246,576 shares; 2025Q3: 237,561 shares; 2025Q4: 236,347 shares; 2026Q1: 230,635 shares 230,635 $42M 0.05% -5,712 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: 1,478,004 shares; 2024Q4: 717,400 shares; 2025Q1: 708,297 shares; 2025Q2: 616,663 shares; 2025Q3: 391,065 shares; 2025Q4: 466,762 shares; 2026Q1: 196,475 shares 196,475 $41.5M 0.05% -270,287 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: 242,627 shares; 2024Q4: 248,540 shares; 2025Q1: 245,730 shares; 2025Q2: 223,060 shares; 2025Q3: 254,257 shares; 2025Q4: 267,269 shares; 2026Q1: 268,858 shares 268,858 $41.1M 0.05% +1,589 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,652 shares; 2024Q4: 77,225 shares; 2025Q1: 79,418 shares; 2025Q2: 287,741 shares; 2025Q3: 611,453 shares; 2025Q4: 663,636 shares; 2026Q1: 669,148 shares 669,148 $40.9M 0.05% +5,512 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: 420,293 shares; 2024Q4: 416,899 shares; 2025Q1: 424,141 shares; 2025Q2: 425,296 shares; 2025Q3: 420,876 shares; 2025Q4: 419,842 shares; 2026Q1: 409,864 shares 409,864 $39.6M 0.05% -9,978 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: 389,695 shares; 2024Q4: 401,934 shares; 2025Q1: 343,418 shares; 2025Q2: 342,968 shares; 2025Q3: 320,642 shares; 2025Q4: 327,015 shares; 2026Q1: 323,131 shares 323,131 $39.2M 0.05% -3,884 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: 117,941 shares; 2024Q4: 117,195 shares; 2025Q1: 118,139 shares; 2025Q2: 168,037 shares; 2025Q3: 176,469 shares; 2025Q4: 170,128 shares; 2026Q1: 186,359 shares 186,359 $39.1M 0.05% +16,231 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: 752,826 shares; 2024Q4: 725,999 shares; 2025Q1: 628,070 shares; 2025Q2: 555,752 shares; 2025Q3: 445,437 shares; 2025Q4: 420,682 shares; 2026Q1: 392,276 shares 392,276 $38.6M 0.05% -28,406 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: 138,349 shares; 2024Q4: 137,332 shares; 2025Q1: 146,003 shares; 2025Q2: 147,872 shares; 2025Q3: 151,611 shares; 2025Q4: 155,486 shares; 2026Q1: 176,107 shares 176,107 $38.3M 0.05% +20,621 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: 596,588 shares; 2024Q4: 589,708 shares; 2025Q1: 569,733 shares; 2025Q2: 585,208 shares; 2025Q3: 603,834 shares; 2025Q4: 589,761 shares; 2026Q1: 573,599 shares 573,599 $37.9M 0.05% -16,162 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,817 shares; 2024Q4: 449,555 shares; 2025Q1: 438,981 shares; 2025Q2: 863,720 shares; 2025Q3: 836,960 shares; 2025Q4: 820,536 shares; 2026Q1: 813,630 shares 813,630 $37.8M 0.05% -6,906 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,559 shares; 2024Q4: 345,766 shares; 2025Q1: 334,328 shares; 2025Q2: 335,799 shares; 2025Q3: 337,504 shares; 2025Q4: 332,900 shares; 2026Q1: 325,122 shares 325,122 $37.6M 0.05% -7,778 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: 998,730 shares; 2024Q4: 975,861 shares; 2025Q1: 962,905 shares; 2025Q2: 990,169 shares; 2025Q3: 991,589 shares; 2025Q4: 1,076,596 shares; 2026Q1: 1,015,935 shares 1,015,935 $37.4M 0.05% -60,661 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: 980,559 shares; 2024Q4: 992,693 shares; 2025Q1: 970,380 shares; 2025Q2: 955,498 shares; 2025Q3: 957,335 shares; 2025Q4: 934,037 shares; 2026Q1: 900,551 shares 900,551 $37M 0.04% -33,486 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: 75,919 shares; 2024Q4: 75,238 shares; 2025Q1: 75,861 shares; 2025Q2: 74,816 shares; 2025Q3: 71,784 shares; 2025Q4: 71,644 shares; 2026Q1: 67,639 shares 67,639 $36.4M 0.04% -4,005 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,255 shares; 2024Q4: 332,319 shares; 2025Q1: 509,215 shares; 2025Q2: 529,191 shares; 2025Q3: 512,875 shares; 2025Q4: 512,174 shares; 2026Q1: 643,016 shares 643,016 $36.2M 0.04% +130,842 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: 71,716 shares; 2024Q4: 77,970 shares; 2025Q1: 82,583 shares; 2025Q2: 78,475 shares; 2025Q3: 79,022 shares; 2025Q4: 81,366 shares; 2026Q1: 91,669 shares 91,669 $35.8M 0.04% +10,303 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: 250,937 shares; 2024Q4: 306,519 shares; 2025Q1: 352,933 shares; 2025Q2: 340,450 shares; 2025Q3: 226,647 shares; 2025Q4: 159,416 shares; 2026Q1: 146,582 shares 146,582 $35.6M 0.04% -12,834 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: 109,702 shares; 2024Q4: 108,076 shares; 2025Q1: 108,985 shares; 2025Q2: 108,150 shares; 2025Q3: 107,609 shares; 2025Q4: 104,667 shares; 2026Q1: 103,780 shares 103,780 $35.6M 0.04% -887 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: 354,392 shares; 2024Q4: 354,308 shares; 2025Q1: 351,518 shares; 2025Q2: 353,845 shares; 2025Q3: 349,401 shares; 2025Q4: 349,679 shares; 2026Q1: 561,708 shares 561,708 $35.2M 0.04% +212,029 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673,697 shares; 2024Q4: 1,730,962 shares; 2025Q1: 1,730,289 shares; 2025Q2: 1,713,789 shares; 2025Q3: 1,702,820 shares; 2025Q4: 1,698,283 shares; 2026Q1: 1,691,882 shares 1,691,882 $35.1M 0.04% -6,401 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: 398,196 shares; 2024Q4: 386,400 shares; 2025Q1: 410,886 shares; 2025Q2: 414,891 shares; 2025Q3: 372,012 shares; 2025Q4: 279,559 shares; 2026Q1: 182,032 shares 182,032 $34.9M 0.04% -97,527 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: 222,399 shares; 2024Q4: 219,470 shares; 2025Q1: 216,231 shares; 2025Q2: 214,105 shares; 2025Q3: 212,533 shares; 2025Q4: 207,074 shares; 2026Q1: 205,320 shares 205,320 $34.7M 0.04% -1,754 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,579 shares; 2024Q4: 457,506 shares; 2025Q1: 433,642 shares; 2025Q2: 418,708 shares; 2025Q3: 395,400 shares; 2025Q4: 379,559 shares; 2026Q1: 362,136 shares 362,136 $34.2M 0.04% -17,423 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: 124,563 shares; 2024Q4: 124,043 shares; 2025Q1: 122,670 shares; 2025Q2: 120,368 shares; 2025Q3: 118,294 shares; 2025Q4: 118,184 shares; 2026Q1: 116,829 shares 116,829 $33.9M 0.04% -1,355 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: 193,887 shares; 2024Q4: 187,751 shares; 2025Q1: 190,485 shares; 2025Q2: 202,644 shares; 2025Q3: 203,239 shares; 2025Q4: 208,881 shares; 2026Q1: 228,477 shares 228,477 $33.8M 0.04% +19,596 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: 210,727 shares; 2024Q4: 200,331 shares; 2025Q1: 201,887 shares; 2025Q2: 200,746 shares; 2025Q3: 200,651 shares; 2025Q4: 189,004 shares; 2026Q1: 186,875 shares 186,875 $33.7M 0.04% -2,129 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723,575 shares; 2024Q4: 388,055 shares; 2025Q1: 380,091 shares; 2025Q2: 174,472 shares; 2025Q3: 164,847 shares; 2025Q4: 164,593 shares; 2026Q1: 175,722 shares 175,722 $33.3M 0.04% +11,129 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: 377,939 shares; 2024Q4: 367,239 shares; 2025Q1: 359,282 shares; 2025Q2: 328,405 shares; 2025Q3: 308,096 shares; 2025Q4: 346,986 shares; 2026Q1: 356,903 shares 356,903 $33.2M 0.04% +9,917 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: 967,816 shares; 2024Q4: 944,301 shares; 2025Q1: 1,046,349 shares; 2025Q2: 893,761 shares; 2025Q3: 877,392 shares; 2025Q4: 821,494 shares; 2026Q1: 780,909 shares 780,909 $33.2M 0.04% -40,585 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: 94,843 shares; 2024Q4: 95,582 shares; 2025Q1: 93,981 shares; 2025Q2: 93,954 shares; 2025Q3: 86,104 shares; 2025Q4: 82,650 shares; 2026Q1: 74,634 shares 74,634 $33.2M 0.04% -8,016 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,337 shares; 2024Q4: 429,327 shares; 2025Q1: 427,017 shares; 2025Q2: 425,287 shares; 2025Q3: 414,257 shares; 2025Q4: 409,220 shares; 2026Q1: 405,282 shares 405,282 $33.1M 0.04% -3,938 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: 891,977 shares; 2024Q4: 956,174 shares; 2025Q1: 979,572 shares; 2025Q2: 970,305 shares; 2025Q3: 966,228 shares; 2025Q4: 628,166 shares; 2026Q1: 707,910 shares 707,910 $32.3M 0.04% +79,744 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: 219,595 shares; 2024Q4: 215,110 shares; 2025Q1: 211,129 shares; 2025Q2: 204,695 shares; 2025Q3: 196,505 shares; 2025Q4: 189,270 shares; 2026Q1: 162,591 shares 162,591 $32.2M 0.04% -26,679 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: 1,023,690 shares; 2024Q4: 937,576 shares; 2025Q1: 877,477 shares; 2025Q2: 826,937 shares; 2025Q3: 803,691 shares; 2025Q4: 759,663 shares; 2026Q1: 609,376 shares 609,376 $32.2M 0.04% -150,287 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: 91,261 shares; 2024Q4: 90,760 shares; 2025Q1: 91,111 shares; 2025Q2: 93,766 shares; 2025Q3: 93,652 shares; 2025Q4: 94,680 shares; 2026Q1: 97,716 shares 97,716 $32M 0.04% +3,036 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: 163,797 shares; 2024Q4: 164,205 shares; 2025Q1: 161,425 shares; 2025Q2: 153,659 shares; 2025Q3: 150,550 shares; 2025Q4: 142,707 shares; 2026Q1: 141,896 shares 141,896 $31.1M 0.04% -811 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,897 shares; 2024Q4: 225,127 shares; 2025Q1: 293,211 shares; 2025Q2: 312,160 shares; 2025Q3: 306,780 shares; 2025Q4: 367,136 shares; 2026Q1: 362,723 shares 362,723 $30.7M 0.04% -4,413 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: 211,951 shares; 2024Q4: 216,033 shares; 2025Q1: 209,489 shares; 2025Q2: 212,403 shares; 2025Q3: 193,632 shares; 2025Q4: 186,854 shares; 2026Q1: 189,074 shares 189,074 $30.6M 0.04% +2,220 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: 588,671 shares; 2024Q4: 559,895 shares; 2025Q1: 399,061 shares; 2025Q2: 368,792 shares; 2025Q3: 353,490 shares; 2025Q4: 339,817 shares; 2026Q1: 279,935 shares 279,935 $29.9M 0.04% -59,882 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: 542,086 shares; 2024Q4: 530,243 shares; 2025Q1: 475,849 shares; 2025Q2: 462,897 shares; 2025Q3: 461,434 shares; 2025Q4: 500,993 shares; 2026Q1: 313,324 shares 313,324 $29.8M 0.04% -187,669 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,608 shares; 2024Q4: 213,958 shares; 2025Q1: 218,329 shares; 2025Q2: 207,606 shares; 2025Q3: 206,368 shares; 2025Q4: 204,957 shares; 2026Q1: 205,173 shares 205,173 $29.4M 0.04% +216 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,374 shares; 2024Q4: 352,928 shares; 2025Q1: 340,315 shares; 2025Q2: 326,022 shares; 2025Q3: 315,427 shares; 2025Q4: 340,863 shares; 2026Q1: 379,860 shares 379,860 $29M 0.04% +38,997 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: 707,731 shares; 2024Q4: 647,976 shares; 2025Q1: 461,399 shares; 2025Q2: 414,455 shares; 2025Q3: 378,778 shares; 2025Q4: 363,376 shares; 2026Q1: 355,768 shares 355,768 $28.5M 0.03% -7,608 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,560 shares; 2024Q4: 484,513 shares; 2025Q1: 472,743 shares; 2025Q2: 451,102 shares; 2025Q3: 425,140 shares; 2025Q4: 444,540 shares; 2026Q1: 429,989 shares 429,989 $28.1M 0.03% -14,551 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,490 shares; 2024Q4: 233,228 shares; 2025Q1: 230,981 shares; 2025Q2: 225,138 shares; 2025Q3: 221,561 shares; 2025Q4: 365,442 shares; 2026Q1: 360,707 shares 360,707 $28M 0.03% -4,735 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: 141,917 shares; 2024Q4: 146,460 shares; 2025Q1: 146,680 shares; 2025Q2: 144,586 shares; 2025Q3: 141,391 shares; 2025Q4: 137,149 shares; 2026Q1: 140,001 shares 140,001 $27.4M 0.03% +2,852 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: 139,073 shares 139,073 $27.4M 0.03% new 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: 389,964 shares; 2024Q4: 387,966 shares; 2025Q1: 362,238 shares; 2025Q2: 351,322 shares; 2025Q3: 336,793 shares; 2025Q4: 322,606 shares; 2026Q1: 321,533 shares 321,533 $27.4M 0.03% -1,073 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: 230,207 shares; 2024Q4: 228,214 shares; 2025Q1: 226,942 shares; 2025Q2: 225,664 shares; 2025Q3: 222,039 shares; 2025Q4: 212,157 shares; 2026Q1: 207,856 shares 207,856 $27.2M 0.03% -4,301 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,129 shares; 2024Q4: 378,639 shares; 2025Q1: 384,486 shares; 2025Q2: 388,328 shares; 2025Q3: 392,100 shares; 2025Q4: 385,059 shares; 2026Q1: 371,772 shares 371,772 $27.1M 0.03% -13,287 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: 73,943 shares; 2024Q4: 73,111 shares; 2025Q1: 67,917 shares; 2025Q2: 66,583 shares; 2025Q3: 65,624 shares; 2025Q4: 64,728 shares; 2026Q1: 63,326 shares 63,326 $26.4M 0.03% -1,402 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: 688,851 shares; 2024Q4: 734,016 shares; 2025Q1: 672,717 shares; 2025Q2: 717,628 shares; 2025Q3: 755,464 shares; 2025Q4: 742,369 shares; 2026Q1: 697,005 shares 697,005 $26.4M 0.03% -45,364 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: 334,077 shares; 2024Q4: 328,477 shares; 2025Q1: 330,792 shares; 2025Q2: 346,323 shares; 2025Q3: 355,647 shares; 2025Q4: 366,138 shares; 2026Q1: 385,183 shares 385,183 $26.3M 0.03% +19,045 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: 141,965 shares; 2024Q4: 167,762 shares; 2025Q1: 187,256 shares; 2025Q2: 222,969 shares; 2025Q3: 276,660 shares; 2025Q4: 263,838 shares; 2026Q1: 274,672 shares 274,672 $26.2M 0.03% +10,834 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,801 shares; 2024Q4: 81,156 shares; 2025Q1: 76,942 shares; 2025Q2: 75,624 shares; 2025Q3: 74,671 shares; 2025Q4: 72,649 shares; 2026Q1: 71,817 shares 71,817 $25.8M 0.03% -832 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,728 shares; 2024Q4: 20,207 shares; 2025Q1: 20,119 shares; 2025Q2: 19,751 shares; 2025Q3: 19,760 shares; 2025Q4: 57,834 shares; 2026Q1: 54,257 shares 54,257 $25.7M 0.03% -3,577 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: 1,253,408 shares; 2024Q4: 1,174,209 shares; 2025Q1: 1,159,235 shares; 2025Q2: 1,172,073 shares; 2025Q3: 1,100,249 shares; 2025Q4: 1,120,067 shares; 2026Q1: 1,166,380 shares 1,166,380 $25.5M 0.03% +46,313 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: 81,317 shares; 2024Q4: 74,810 shares; 2025Q1: 70,189 shares; 2025Q2: 73,177 shares; 2025Q3: 94,749 shares; 2025Q4: 94,122 shares; 2026Q1: 93,840 shares 93,840 $25.4M 0.03% -282 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: 624,945 shares; 2024Q4: 280,354 shares; 2025Q1: 314,216 shares; 2025Q2: 341,412 shares; 2025Q3: 458,988 shares; 2025Q4: 481,727 shares; 2026Q1: 494,374 shares 494,374 $25.2M 0.03% +12,647 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: 220,670 shares; 2024Q4: 233,705 shares; 2025Q1: 210,210 shares; 2025Q2: 210,867 shares; 2025Q3: 212,711 shares; 2025Q4: 207,003 shares; 2026Q1: 211,176 shares 211,176 $25M 0.03% +4,173 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,382 shares; 2024Q4: 286,462 shares; 2025Q1: 303,864 shares; 2025Q2: 317,125 shares; 2025Q3: 320,586 shares; 2025Q4: 336,447 shares; 2026Q1: 347,368 shares 347,368 $24.7M 0.03% +10,921 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: 250,173 shares; 2024Q4: 240,451 shares; 2025Q1: 231,601 shares; 2025Q2: 214,516 shares; 2025Q3: 199,820 shares; 2025Q4: 168,394 shares; 2026Q1: 169,209 shares 169,209 $24.5M 0.03% +815 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,242 shares; 2024Q4: 463,659 shares; 2025Q1: 441,937 shares; 2025Q2: 415,585 shares; 2025Q3: 406,475 shares; 2025Q4: 377,663 shares; 2026Q1: 375,799 shares 375,799 $24.3M 0.03% -1,864 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: 90,360 shares; 2024Q4: 89,509 shares; 2025Q1: 87,750 shares; 2025Q2: 86,029 shares; 2025Q3: 84,235 shares; 2025Q4: 79,633 shares; 2026Q1: 64,613 shares 64,613 $24M 0.03% -15,020 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: 206,763 shares; 2024Q4: 257,282 shares; 2025Q1: 294,029 shares; 2025Q2: 375,443 shares; 2025Q3: 384,101 shares; 2025Q4: 690,208 shares; 2026Q1: 621,117 shares 621,117 $23.9M 0.03% -69,091 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: 1,471,521 shares; 2024Q4: 1,479,869 shares; 2025Q1: 1,493,512 shares; 2025Q2: 1,432,618 shares; 2025Q3: 1,406,272 shares; 2025Q4: 909,115 shares; 2026Q1: 717,814 shares 717,814 $23.8M 0.03% -191,301 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: 153,578 shares; 2024Q4: 153,667 shares; 2025Q1: 153,548 shares; 2025Q2: 151,026 shares; 2025Q3: 148,374 shares; 2025Q4: 142,856 shares; 2026Q1: 136,261 shares 136,261 $23.6M 0.03% -6,595 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: 286,266 shares; 2024Q4: 284,661 shares; 2025Q1: 275,593 shares; 2025Q2: 267,153 shares; 2025Q3: 257,659 shares; 2025Q4: 250,322 shares; 2026Q1: 242,796 shares 242,796 $23.4M 0.03% -7,526 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,987 shares; 2024Q4: 110,999 shares; 2025Q1: 103,144 shares; 2025Q2: 108,153 shares; 2025Q3: 486,649 shares; 2025Q4: 649,041 shares; 2026Q1: 709,485 shares 709,485 $22.7M 0.03% +60,444 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: 169,090 shares; 2025Q1: 174,831 shares; 2025Q2: 154,385 shares; 2025Q3: 174,993 shares; 2025Q4: 176,921 shares; 2026Q1: 184,776 shares 184,776 $22.7M 0.03% +7,855 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,156 shares; 2024Q4: 151,414 shares; 2025Q1: 158,999 shares; 2025Q2: 146,659 shares; 2025Q3: 146,674 shares; 2025Q4: 143,214 shares; 2026Q1: 127,060 shares 127,060 $22.3M 0.03% -16,154 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,126 shares; 2024Q4: 131,019 shares; 2025Q1: 130,295 shares; 2025Q2: 130,847 shares; 2025Q3: 131,533 shares; 2025Q4: 130,985 shares; 2026Q1: 131,414 shares 131,414 $22.2M 0.03% +429 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: 202,545 shares; 2024Q4: 216,850 shares; 2025Q1: 214,543 shares; 2025Q2: 207,391 shares; 2025Q3: 196,996 shares; 2025Q4: 194,366 shares; 2026Q1: 186,637 shares 186,637 $22.1M 0.03% -7,729 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,866 shares; 2024Q4: 568,938 shares; 2025Q1: 650,177 shares; 2025Q2: 758,407 shares; 2025Q3: 713,578 shares; 2025Q4: 766,035 shares; 2026Q1: 868,522 shares 868,522 $21.9M 0.03% +102,487 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: 109,123 shares; 2024Q4: 106,653 shares; 2025Q1: 102,366 shares; 2025Q2: 102,155 shares; 2025Q3: 97,807 shares; 2025Q4: 94,556 shares; 2026Q1: 82,079 shares 82,079 $21.9M 0.03% -12,477 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: 332,054 shares; 2024Q4: 327,490 shares; 2025Q1: 257,278 shares; 2025Q2: 264,780 shares; 2025Q3: 262,344 shares; 2025Q4: 257,095 shares; 2026Q1: 261,051 shares 261,051 $21.9M 0.03% +3,956 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662,090 shares; 2024Q4: 612,985 shares; 2025Q1: 563,691 shares; 2025Q2: 516,747 shares; 2025Q3: 442,509 shares; 2025Q4: 468,779 shares; 2026Q1: 461,282 shares 461,282 $21.7M 0.03% -7,497 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: 283,254 shares; 2024Q4: 369,706 shares; 2025Q1: 436,020 shares; 2025Q2: 355,627 shares; 2025Q3: 429,422 shares; 2025Q4: 423,089 shares; 2026Q1: 244,880 shares 244,880 $21.6M 0.03% -178,209 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 32,954 shares; 2025Q1: 33,516 shares; 2025Q2: 36,531 shares; 2025Q3: 37,497 shares; 2025Q4: 103,000 shares; 2026Q1: 129,212 shares 129,212 $21.2M 0.03% +26,212 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: 112,098 shares; 2024Q4: 109,790 shares; 2025Q1: 108,314 shares; 2025Q2: 106,919 shares; 2025Q3: 104,634 shares; 2025Q4: 101,272 shares; 2026Q1: 100,765 shares 100,765 $21M 0.03% -507 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,296 shares; 2024Q4: 113,231 shares; 2025Q1: 109,470 shares; 2025Q2: 107,514 shares; 2025Q3: 104,443 shares; 2025Q4: 101,746 shares; 2026Q1: 101,104 shares 101,104 $21M 0.03% -642 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598,565 shares; 2024Q4: 587,472 shares; 2025Q1: 683,823 shares; 2025Q2: 781,335 shares; 2025Q3: 746,769 shares; 2025Q4: 766,838 shares; 2026Q1: 804,020 shares 804,020 $20.8M 0.03% +37,182 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: 512,526 shares; 2024Q4: 531,359 shares; 2025Q1: 564,689 shares; 2025Q2: 643,254 shares; 2025Q3: 663,683 shares; 2025Q4: 248,410 shares; 2026Q1: 271,478 shares 271,478 $20.8M 0.03% +23,068 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,852 shares; 2024Q4: 343,170 shares; 2025Q1: 333,239 shares; 2025Q2: 333,494 shares; 2025Q3: 329,188 shares; 2025Q4: 257,425 shares; 2026Q1: 255,105 shares 255,105 $20.3M 0.02% -2,320 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,228 shares; 2024Q4: 88,323 shares; 2025Q1: 92,339 shares; 2025Q2: 95,886 shares; 2025Q3: 91,915 shares; 2025Q4: 93,991 shares; 2026Q1: 96,854 shares 96,854 $20.2M 0.02% +2,863 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,914 shares; 2024Q4: 399,434 shares; 2025Q1: 383,797 shares; 2025Q2: 379,601 shares; 2025Q3: 374,187 shares; 2025Q4: 387,410 shares; 2026Q1: 373,878 shares 373,878 $20.2M 0.02% -13,532 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,316 shares; 2024Q4: 500,691 shares; 2025Q1: 257,872 shares; 2025Q2: 156,240 shares; 2025Q3: 124,664 shares; 2025Q4: 117,779 shares; 2026Q1: 112,519 shares 112,519 $20.2M 0.02% -5,260 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: 203,590 shares; 2024Q4: 202,983 shares; 2025Q1: 197,909 shares; 2025Q2: 193,789 shares; 2025Q3: 188,313 shares; 2025Q4: 187,031 shares; 2026Q1: 183,696 shares 183,696 $20.2M 0.02% -3,335 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,843 shares; 2024Q4: 621,103 shares; 2025Q1: 616,156 shares; 2025Q2: 551,959 shares; 2025Q3: 525,483 shares; 2025Q4: 493,338 shares; 2026Q1: 278,326 shares 278,326 $20.1M 0.02% -215,012 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: 209,027 shares; 2024Q4: 196,214 shares; 2025Q1: 181,094 shares; 2025Q2: 174,955 shares; 2025Q3: 183,948 shares; 2025Q4: 186,224 shares; 2026Q1: 184,943 shares 184,943 $20M 0.02% -1,281 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,413 shares; 2024Q4: 268,856 shares; 2025Q1: 266,574 shares; 2025Q2: 241,540 shares; 2025Q3: 239,499 shares; 2025Q4: 235,235 shares; 2026Q1: 233,203 shares 233,203 $19.8M 0.02% -2,032 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: 160,215 shares; 2024Q4: 160,001 shares; 2025Q1: 124,036 shares; 2025Q2: 121,277 shares; 2025Q3: 126,011 shares; 2025Q4: 121,652 shares; 2026Q1: 125,549 shares 125,549 $19.7M 0.02% +3,897 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,921 shares; 2024Q4: 623,171 shares; 2025Q1: 700,018 shares; 2025Q2: 809,165 shares; 2025Q3: 801,081 shares; 2025Q4: 848,823 shares; 2026Q1: 891,295 shares 891,295 $18.7M 0.02% +42,472 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,041 shares; 2024Q4: 183,233 shares; 2025Q1: 180,332 shares; 2025Q2: 181,534 shares; 2025Q3: 174,856 shares; 2025Q4: 157,305 shares; 2026Q1: 156,714 shares 156,714 $18.5M 0.02% -591 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 5,715 shares; 2025Q2: 9,209 shares; 2025Q3: 14,514 shares; 2025Q4: 14,712 shares; 2026Q1: 65,710 shares 65,710 $18.5M 0.02% +50,998 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: 15,914 shares; 2024Q4: 17,917 shares; 2025Q1: 25,706 shares; 2025Q2: 28,326 shares; 2025Q3: 29,703 shares; 2025Q4: 31,338 shares; 2026Q1: 33,645 shares 33,645 $18.5M 0.02% +2,307 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: 636,531 shares; 2024Q4: 703,803 shares; 2025Q1: 684,065 shares; 2025Q2: 734,646 shares; 2025Q3: 752,846 shares; 2025Q4: 772,016 shares; 2026Q1: 722,996 shares 722,996 $18.5M 0.02% -49,020 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: 646,087 shares; 2024Q4: 688,491 shares; 2025Q1: 713,190 shares; 2025Q2: 705,278 shares; 2025Q3: 702,156 shares; 2025Q4: 774,107 shares; 2026Q1: 753,280 shares 753,280 $18.3M 0.02% -20,827 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,410 shares; 2024Q4: 127,292 shares; 2025Q1: 114,830 shares; 2025Q2: 106,645 shares; 2025Q3: 102,132 shares; 2025Q4: 93,112 shares; 2026Q1: 89,008 shares 89,008 $18.1M 0.02% -4,104 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: 259,305 shares; 2024Q4: 261,900 shares; 2025Q1: 257,394 shares; 2025Q2: 249,954 shares; 2025Q3: 241,322 shares; 2025Q4: 232,219 shares; 2026Q1: 220,946 shares 220,946 $18.1M 0.02% -11,273 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: 44,114 shares; 2024Q4: 47,555 shares; 2025Q1: 56,450 shares; 2025Q2: 59,174 shares; 2025Q3: 64,038 shares; 2025Q4: 66,038 shares; 2026Q1: 64,775 shares 64,775 $18.1M 0.02% -1,263 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: 435,404 shares; 2024Q4: 436,188 shares; 2025Q1: 451,219 shares; 2025Q2: 444,835 shares; 2025Q3: 387,598 shares; 2025Q4: 377,253 shares; 2026Q1: 382,861 shares 382,861 $17.8M 0.02% +5,608 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: 680,888 shares; 2024Q4: 712,073 shares; 2025Q1: 699,282 shares; 2025Q2: 752,155 shares; 2025Q3: 732,990 shares; 2025Q4: 714,846 shares; 2026Q1: 693,830 shares 693,830 $17.7M 0.02% -21,016 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,846 shares; 2024Q4: 439,746 shares; 2025Q1: 438,850 shares; 2025Q2: 435,756 shares; 2025Q3: 433,781 shares; 2025Q4: 432,844 shares; 2026Q1: 432,473 shares 432,473 $17.3M 0.02% -371 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: 78,918 shares; 2024Q4: 84,014 shares; 2025Q1: 84,502 shares; 2025Q2: 83,165 shares; 2025Q3: 79,228 shares; 2025Q4: 80,708 shares; 2026Q1: 78,506 shares 78,506 $17M 0.02% -2,202 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: 501,393 shares; 2024Q4: 540,126 shares; 2025Q1: 607,996 shares; 2025Q2: 620,753 shares; 2025Q3: 616,393 shares; 2025Q4: 669,230 shares; 2026Q1: 701,448 shares 701,448 $17M 0.02% +32,218 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: 521,201 shares; 2024Q4: 592,380 shares; 2025Q1: 598,608 shares; 2025Q2: 611,726 shares; 2025Q3: 576,137 shares; 2025Q4: 649,471 shares; 2026Q1: 670,973 shares 670,973 $17M 0.02% +21,502 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,867 shares; 2024Q4: 217,124 shares; 2025Q1: 216,746 shares; 2025Q2: 214,525 shares; 2025Q3: 211,866 shares; 2025Q4: 214,161 shares; 2026Q1: 205,636 shares 205,636 $16.8M 0.02% -8,525 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,227 shares; 2024Q4: 138,200 shares; 2025Q1: 135,012 shares; 2025Q2: 151,738 shares; 2025Q3: 136,161 shares; 2025Q4: 108,505 shares; 2026Q1: 97,947 shares 97,947 $16.8M 0.02% -10,558 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,834 shares; 2024Q4: 266,132 shares; 2025Q1: 260,408 shares; 2025Q2: 253,048 shares; 2025Q3: 246,215 shares; 2025Q4: 238,205 shares; 2026Q1: 232,964 shares 232,964 $16.6M 0.02% -5,241 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: 59,276 shares; 2024Q4: 60,235 shares; 2025Q1: 56,168 shares; 2025Q2: 49,648 shares; 2025Q3: 47,182 shares; 2025Q4: 41,382 shares; 2026Q1: 34,204 shares 34,204 $16.6M 0.02% -7,178 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: 697,208 shares; 2024Q4: 711,350 shares; 2025Q1: 688,099 shares; 2025Q2: 734,542 shares; 2025Q3: 721,210 shares; 2025Q4: 688,488 shares; 2026Q1: 643,862 shares 643,862 $16.5M 0.02% -44,626 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: 118,693 shares; 2024Q4: 117,778 shares; 2025Q1: 150,184 shares; 2025Q2: 149,783 shares; 2025Q3: 143,390 shares; 2025Q4: 141,015 shares; 2026Q1: 137,879 shares 137,879 $16.5M 0.02% -3,136 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 13,077 shares; 2025Q1: 14,832 shares; 2025Q2: 10,516 shares; 2025Q3: 373,992 shares; 2025Q4: 437,658 shares; 2026Q1: 439,813 shares 439,813 $16.5M 0.02% +2,155 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: 428,380 shares; 2024Q4: 406,252 shares; 2025Q1: 375,145 shares; 2025Q2: 371,975 shares; 2025Q3: 371,525 shares; 2025Q4: 367,372 shares; 2026Q1: 357,772 shares 357,772 $16.4M 0.02% -9,600 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,437 shares; 2024Q4: 78,272 shares; 2025Q1: 109,861 shares; 2025Q2: 153,415 shares; 2025Q3: 154,229 shares; 2025Q4: 153,790 shares; 2026Q1: 148,188 shares 148,188 $16.2M 0.02% -5,602 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: 107,100 shares; 2024Q4: 107,668 shares; 2025Q1: 102,007 shares; 2025Q2: 102,710 shares; 2025Q3: 105,520 shares; 2025Q4: 110,554 shares; 2026Q1: 111,627 shares 111,627 $16.2M 0.02% +1,073 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,308 shares; 2024Q4: 94,312 shares; 2025Q1: 97,884 shares; 2025Q2: 93,743 shares; 2025Q3: 127,601 shares; 2025Q4: 120,080 shares; 2026Q1: 124,498 shares 124,498 $16.2M 0.02% +4,418 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: 195,240 shares; 2024Q4: 755,645 shares; 2025Q1: 741,366 shares; 2025Q2: 691,028 shares; 2025Q3: 636,509 shares; 2025Q4: 564,995 shares; 2026Q1: 552,769 shares 552,769 $16.1M 0.02% -12,226 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: 672,453 shares; 2024Q4: 670,667 shares; 2025Q1: 675,095 shares; 2025Q2: 672,200 shares; 2025Q3: 594,551 shares; 2025Q4: 628,140 shares; 2026Q1: 687,363 shares 687,363 $16M 0.02% +59,223 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 6,338 shares; 2025Q1: 14,725 shares; 2025Q2: 18,744 shares; 2025Q3: 43,871 shares; 2025Q4: 79,533 shares; 2026Q1: 396,017 shares 396,017 $15.7M 0.02% +316,484 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: 91,620 shares; 2024Q4: 90,515 shares; 2025Q1: 82,428 shares; 2025Q2: 82,573 shares; 2025Q3: 80,803 shares; 2025Q4: 78,277 shares; 2026Q1: 72,485 shares 72,485 $15.7M 0.02% -5,792 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,970 shares; 2024Q4: 106,341 shares; 2025Q1: 101,444 shares; 2025Q2: 102,875 shares; 2025Q3: 102,321 shares; 2025Q4: 100,270 shares; 2026Q1: 100,418 shares 100,418 $15.6M 0.02% +148 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,867 shares; 2024Q4: 127,560 shares; 2025Q1: 126,352 shares; 2025Q2: 114,333 shares; 2025Q3: 111,106 shares; 2025Q4: 111,809 shares; 2026Q1: 115,181 shares 115,181 $15.6M 0.02% +3,372 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,457 shares; 2024Q4: 661,811 shares; 2025Q1: 661,403 shares; 2025Q2: 673,867 shares; 2025Q3: 642,896 shares; 2025Q4: 638,479 shares; 2026Q1: 742,579 shares 742,579 $15.4M 0.02% +104,100 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: 46,381 shares; 2024Q4: 45,409 shares; 2025Q1: 44,333 shares; 2025Q2: 44,234 shares; 2025Q3: 44,571 shares; 2025Q4: 44,599 shares; 2026Q1: 41,408 shares 41,408 $15.2M 0.02% -3,191 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: 43,799 shares; 2024Q4: 43,084 shares; 2025Q1: 76,414 shares; 2025Q2: 94,402 shares; 2025Q3: 145,123 shares; 2025Q4: 151,720 shares; 2026Q1: 47,794 shares 47,794 $15.2M 0.02% -103,926 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: 776,211 shares; 2024Q4: 754,508 shares; 2025Q1: 763,209 shares; 2025Q2: 744,272 shares; 2025Q3: 738,124 shares; 2025Q4: 735,600 shares; 2026Q1: 193,169 shares 193,169 $15.1M 0.02% -542,431 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: 152,214 shares; 2024Q4: 154,429 shares; 2025Q1: 150,468 shares; 2025Q2: 156,119 shares; 2025Q3: 163,194 shares; 2025Q4: 148,054 shares; 2026Q1: 130,809 shares 130,809 $15M 0.02% -17,245 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,356 shares; 2024Q4: 52,277 shares; 2025Q1: 50,990 shares; 2025Q2: 48,872 shares; 2025Q3: 49,339 shares; 2025Q4: 47,734 shares; 2026Q1: 47,276 shares 47,276 $14.9M 0.02% -458 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 320,135 shares 320,135 $14.8M 0.02% +317,975 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,013 shares; 2024Q4: 229,187 shares; 2025Q1: 225,916 shares; 2025Q2: 234,651 shares; 2025Q3: 232,561 shares; 2025Q4: 176,695 shares; 2026Q1: 202,486 shares 202,486 $14.7M 0.02% +25,791 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: 31,503 shares; 2024Q4: 36,308 shares; 2025Q1: 39,065 shares; 2025Q2: 41,184 shares; 2025Q3: 37,701 shares; 2025Q4: 37,507 shares; 2026Q1: 48,453 shares 48,453 $14.5M 0.02% +10,946 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,226 shares; 2024Q4: 288,719 shares; 2025Q1: 288,062 shares; 2025Q2: 286,183 shares; 2025Q3: 279,519 shares; 2025Q4: 272,653 shares; 2026Q1: 270,597 shares 270,597 $14.5M 0.02% -2,056 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: 317,604 shares; 2024Q4: 209,429 shares; 2025Q1: 196,389 shares; 2025Q2: 185,328 shares; 2025Q3: 172,428 shares; 2025Q4: 185,868 shares; 2026Q1: 200,516 shares 200,516 $14.4M 0.02% +14,648 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,871 shares; 2024Q4: 52,956 shares; 2025Q1: 53,427 shares; 2025Q2: 51,352 shares; 2025Q3: 64,124 shares; 2025Q4: 74,484 shares; 2026Q1: 83,074 shares 83,074 $14.3M 0.02% +8,590 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,149 shares; 2024Q4: 160,842 shares; 2025Q1: 155,015 shares; 2025Q2: 149,801 shares; 2025Q3: 149,760 shares; 2025Q4: 145,879 shares; 2026Q1: 146,627 shares 146,627 $14.2M 0.02% +748 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,063 shares; 2024Q4: 109,349 shares; 2025Q1: 110,682 shares; 2025Q2: 110,001 shares; 2025Q3: 150,996 shares; 2025Q4: 165,949 shares; 2026Q1: 172,327 shares 172,327 $14.2M 0.02% +6,378 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 17,144 shares; 2025Q1: 15,909 shares; 2025Q2: 16,870 shares; 2025Q3: 168,102 shares; 2025Q4: 164,794 shares; 2026Q1: 160,599 shares 160,599 $13.9M 0.02% -4,195 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,852 shares; 2024Q4: 61,363 shares; 2025Q1: 59,839 shares; 2025Q2: 59,438 shares; 2025Q3: 57,987 shares; 2025Q4: 51,363 shares; 2026Q1: 47,471 shares 47,471 $13.9M 0.02% -3,892 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: 221,536 shares; 2024Q4: 216,727 shares; 2025Q1: 207,206 shares; 2025Q2: 187,546 shares; 2025Q3: 181,232 shares; 2025Q4: 172,972 shares; 2026Q1: 150,677 shares 150,677 $13.9M 0.02% -22,295 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,222 shares; 2024Q4: 182,661 shares; 2025Q1: 174,093 shares; 2025Q2: 153,475 shares; 2025Q3: 140,357 shares; 2025Q4: 131,750 shares; 2026Q1: 128,043 shares 128,043 $13.7M 0.02% -3,707 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: 945,836 shares; 2024Q4: 848,623 shares; 2025Q1: 756,703 shares; 2025Q2: 781,851 shares; 2025Q3: 742,660 shares; 2025Q4: 773,812 shares; 2026Q1: 629,357 shares 629,357 $13.6M 0.02% -144,455 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: 76,970 shares; 2024Q4: 78,891 shares; 2025Q1: 78,081 shares; 2025Q2: 94,604 shares; 2025Q3: 93,625 shares; 2025Q4: 93,919 shares; 2026Q1: 92,725 shares 92,725 $13.5M 0.02% -1,194 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,407 shares; 2024Q4: 20,297 shares; 2025Q1: 12,091 shares; 2025Q2: 12,078 shares; 2025Q3: 11,752 shares; 2025Q4: 12,045 shares; 2026Q1: 12,202 shares 12,202 $13.3M 0.02% +157 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: 26,579 shares; 2024Q4: 30,343 shares; 2025Q1: 32,259 shares; 2025Q2: 33,583 shares; 2025Q3: 30,856 shares; 2025Q4: 29,850 shares; 2026Q1: 29,781 shares 29,781 $13.3M 0.02% -69 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,287 shares; 2024Q4: 162,911 shares; 2025Q1: 144,684 shares; 2025Q2: 139,488 shares; 2025Q3: 138,532 shares; 2025Q4: 137,354 shares; 2026Q1: 132,363 shares 132,363 $13.1M 0.02% -4,991 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,343 shares; 2024Q4: 25,335 shares; 2025Q1: 24,934 shares; 2025Q2: 24,709 shares; 2025Q3: 25,121 shares; 2025Q4: 26,439 shares; 2026Q1: 26,533 shares 26,533 $13M 0.02% +94 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: 86,594 shares; 2024Q4: 87,312 shares; 2025Q1: 72,628 shares; 2025Q2: 73,525 shares; 2025Q3: 73,800 shares; 2025Q4: 79,294 shares; 2026Q1: 80,205 shares 80,205 $13M 0.02% +911 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: 129,660 shares; 2024Q4: 125,778 shares; 2025Q1: 114,031 shares; 2025Q2: 106,038 shares; 2025Q3: 106,036 shares; 2025Q4: 97,622 shares; 2026Q1: 94,025 shares 94,025 $12.9M 0.02% -3,597 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: 91,483 shares; 2024Q4: 94,677 shares; 2025Q1: 92,759 shares; 2025Q2: 90,626 shares; 2025Q3: 115,395 shares; 2025Q4: 111,995 shares; 2026Q1: 116,328 shares 116,328 $12.9M 0.02% +4,333 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 15,898 shares; 2025Q1: 17,029 shares; 2025Q2: 17,292 shares; 2025Q3: 21,113 shares; 2025Q4: 29,244 shares; 2026Q1: 31,176 shares 31,176 $12.7M 0.02% +1,932 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,859 shares; 2024Q4: 21,321 shares; 2025Q1: 19,913 shares; 2025Q2: 18,686 shares; 2025Q3: 18,559 shares; 2025Q4: 17,986 shares; 2026Q1: 17,393 shares 17,393 $12.7M 0.02% -593 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 100,989 shares; 2025Q1: 97,894 shares; 2025Q2: 98,680 shares; 2025Q3: 100,591 shares; 2025Q4: 96,712 shares; 2026Q1: 99,852 shares 99,852 $12.6M 0.02% +3,140 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,770 shares; 2024Q4: 161,398 shares; 2025Q1: 170,871 shares; 2025Q2: 163,434 shares; 2025Q3: 143,440 shares; 2025Q4: 220,919 shares; 2026Q1: 228,508 shares 228,508 $12.6M 0.02% +7,589 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,270 shares; 2024Q4: 110,437 shares; 2025Q1: 102,298 shares; 2025Q2: 98,392 shares; 2025Q3: 95,606 shares; 2025Q4: 94,514 shares; 2026Q1: 87,513 shares 87,513 $12.5M 0.02% -7,001 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,603 shares; 2024Q4: 46,613 shares; 2025Q1: 47,061 shares; 2025Q2: 46,811 shares; 2025Q3: 47,029 shares; 2025Q4: 47,035 shares; 2026Q1: 47,086 shares 47,086 $12.5M 0.02% +51 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: 44,837 shares; 2024Q4: 44,103 shares; 2025Q1: 44,927 shares; 2025Q2: 48,348 shares; 2025Q3: 50,400 shares; 2025Q4: 62,337 shares; 2026Q1: 62,847 shares 62,847 $12.4M 0.02% +510 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,608 shares; 2024Q4: 648,722 shares; 2025Q1: 631,599 shares; 2025Q2: 573,452 shares; 2025Q3: 550,372 shares; 2025Q4: 530,395 shares; 2026Q1: 506,784 shares 506,784 $12.4M 0.02% -23,611 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: 14,428 shares; 2024Q4: 14,502 shares; 2025Q1: 14,484 shares; 2025Q2: 16,551 shares; 2025Q3: 16,479 shares; 2025Q4: 18,259 shares; 2026Q1: 17,640 shares 17,640 $12.3M 0.01% -619 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,492 shares; 2024Q4: 49,597 shares; 2025Q1: 49,097 shares; 2025Q2: 50,623 shares; 2025Q3: 50,774 shares; 2025Q4: 50,711 shares; 2026Q1: 50,698 shares 50,698 $12.1M 0.01% -13 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,753 shares; 2024Q4: 137,618 shares; 2025Q1: 137,399 shares; 2025Q2: 137,128 shares; 2025Q3: 141,399 shares; 2025Q4: 141,982 shares; 2026Q1: 138,445 shares 138,445 $12.1M 0.01% -3,537 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,318 shares; 2024Q4: 50,524 shares; 2025Q1: 49,654 shares; 2025Q2: 46,343 shares; 2025Q3: 45,580 shares; 2025Q4: 42,771 shares; 2026Q1: 42,571 shares 42,571 $12M 0.01% -200 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: 280,170 shares; 2024Q4: 280,587 shares; 2025Q1: 286,054 shares; 2025Q2: 230,121 shares; 2025Q3: 229,446 shares; 2025Q4: 247,512 shares; 2026Q1: 255,204 shares 255,204 $12M 0.01% +7,692 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: 70,693 shares; 2024Q4: 67,887 shares; 2025Q1: 57,394 shares; 2025Q2: 55,657 shares; 2025Q3: 52,651 shares; 2025Q4: 47,373 shares; 2026Q1: 33,765 shares 33,765 $11.9M 0.01% -13,608 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: 225,229 shares; 2024Q4: 455,027 shares; 2025Q1: 448,149 shares; 2025Q2: 431,299 shares; 2025Q3: 418,375 shares; 2025Q4: 420,148 shares; 2026Q1: 410,300 shares 410,300 $11.9M 0.01% -9,848 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,656 shares; 2024Q4: 271,221 shares; 2025Q1: 271,318 shares; 2025Q2: 268,596 shares; 2025Q3: 268,556 shares; 2025Q4: 268,556 shares; 2026Q1: 266,931 shares 266,931 $11.9M 0.01% -1,625 Timeline SCHO 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: 117,409 shares; 2024Q4: 243,607 shares; 2025Q1: 324,005 shares; 2025Q2: 401,506 shares; 2025Q3: 401,195 shares; 2025Q4: 498,545 shares; 2026Q1: 489,466 shares 489,466 $11.9M 0.01% -9,079 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: 53,986 shares; 2024Q4: 43,870 shares; 2025Q1: 36,812 shares; 2025Q2: 33,440 shares; 2025Q3: 32,608 shares; 2025Q4: 32,410 shares; 2026Q1: 29,564 shares 29,564 $11.8M 0.01% -2,846 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,846 shares; 2024Q4: 626,360 shares; 2025Q1: 586,194 shares; 2025Q2: 571,169 shares; 2025Q3: 554,448 shares; 2025Q4: 527,686 shares; 2026Q1: 516,251 shares 516,251 $11.7M 0.01% -11,435 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: 208,444 shares; 2024Q4: 246,871 shares; 2025Q1: 248,071 shares; 2025Q2: 227,471 shares; 2025Q3: 214,073 shares; 2025Q4: 183,716 shares; 2026Q1: 177,978 shares 177,978 $11.4M 0.01% -5,738 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,492 shares; 2024Q4: 33,828 shares; 2025Q1: 33,272 shares; 2025Q2: 32,753 shares; 2025Q3: 33,088 shares; 2025Q4: 31,600 shares; 2026Q1: 31,394 shares 31,394 $11.4M 0.01% -206 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 161,615 shares; 2026Q1: 147,947 shares 147,947 $11.3M 0.01% -13,668 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,258 shares; 2024Q4: 43,822 shares; 2025Q1: 44,114 shares; 2025Q2: 43,485 shares; 2025Q3: 40,037 shares; 2025Q4: 52,992 shares; 2026Q1: 53,227 shares 53,227 $11.2M 0.01% +235 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: 58,114 shares; 2024Q4: 59,797 shares; 2025Q1: 59,342 shares; 2025Q2: 61,566 shares; 2025Q3: 61,374 shares; 2025Q4: 62,076 shares; 2026Q1: 59,613 shares 59,613 $11.1M 0.01% -2,463 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,134 shares; 2024Q4: 126,665 shares; 2025Q1: 136,931 shares; 2025Q2: 129,673 shares; 2025Q3: 121,137 shares; 2025Q4: 114,538 shares; 2026Q1: 106,192 shares 106,192 $11M 0.01% -8,346 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,028 shares; 2024Q4: 163,548 shares; 2025Q1: 136,272 shares; 2025Q2: 125,345 shares; 2025Q3: 78,692 shares; 2025Q4: 76,754 shares; 2026Q1: 82,528 shares 82,528 $10.9M 0.01% +5,774 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,720 shares; 2024Q4: 206,653 shares; 2025Q1: 189,911 shares; 2025Q2: 179,995 shares; 2025Q3: 152,862 shares; 2025Q4: 147,946 shares; 2026Q1: 140,639 shares 140,639 $10.8M 0.01% -7,307 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 103,295 shares; 2026Q1: 92,825 shares 92,825 $10.7M 0.01% -10,470 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008,406 shares; 2024Q4: 1,016,584 shares; 2025Q1: 1,023,334 shares; 2025Q2: 1,014,147 shares; 2025Q3: 1,008,951 shares; 2025Q4: 1,023,249 shares; 2026Q1: 221,275 shares 221,275 $10.6M 0.01% -801,974 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: 17,508 shares; 2024Q4: 18,085 shares; 2025Q1: 21,138 shares; 2025Q2: 22,988 shares; 2025Q3: 39,080 shares; 2025Q4: 40,153 shares; 2026Q1: 27,129 shares 27,129 $10.6M 0.01% -13,024 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,060 shares; 2024Q4: 262,285 shares; 2025Q1: 259,261 shares; 2025Q2: 250,931 shares; 2025Q3: 242,855 shares; 2025Q4: 238,420 shares; 2026Q1: 230,729 shares 230,729 $10.6M 0.01% -7,691 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: 65,877 shares; 2024Q4: 70,287 shares; 2025Q1: 70,190 shares; 2025Q2: 69,191 shares; 2025Q3: 68,695 shares; 2025Q4: 62,028 shares; 2026Q1: 62,014 shares 62,014 $10.5M 0.01% -14 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,565 shares; 2024Q4: 64,030 shares; 2025Q1: 62,520 shares; 2025Q2: 60,661 shares; 2025Q3: 60,393 shares; 2025Q4: 59,539 shares; 2026Q1: 57,479 shares 57,479 $10.5M 0.01% -2,060 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,212 shares; 2024Q4: 104,609 shares; 2025Q1: 99,112 shares; 2025Q2: 90,852 shares; 2025Q3: 91,595 shares; 2025Q4: 99,457 shares; 2026Q1: 112,087 shares 112,087 $10.5M 0.01% +12,630 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,801 shares; 2024Q4: 253,391 shares; 2025Q1: 268,787 shares; 2025Q2: 302,651 shares; 2025Q3: 254,817 shares; 2025Q4: 325,503 shares; 2026Q1: 416,350 shares 416,350 $10.3M 0.01% +90,847 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,703 shares; 2024Q4: 104,561 shares; 2025Q1: 101,304 shares; 2025Q2: 102,923 shares; 2025Q3: 96,787 shares; 2025Q4: 93,755 shares; 2026Q1: 93,806 shares 93,806 $10.3M 0.01% +51 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,786 shares; 2024Q4: 121,534 shares; 2025Q1: 118,205 shares; 2025Q2: 114,347 shares; 2025Q3: 111,599 shares; 2025Q4: 107,208 shares; 2026Q1: 102,055 shares 102,055 $10.3M 0.01% -5,153 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: 173,934 shares; 2024Q4: 192,680 shares; 2025Q1: 184,209 shares; 2025Q2: 182,063 shares; 2025Q3: 168,880 shares; 2025Q4: 173,194 shares; 2026Q1: 174,145 shares 174,145 $10.2M 0.01% +951 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,775 shares; 2024Q4: 120,180 shares; 2025Q1: 147,550 shares; 2025Q2: 135,140 shares; 2025Q3: 224,974 shares; 2025Q4: 230,047 shares; 2026Q1: 257,694 shares 257,694 $10.2M 0.01% +27,647 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,932 shares; 2024Q4: 100,657 shares; 2025Q1: 104,754 shares; 2025Q2: 110,987 shares; 2025Q3: 111,518 shares; 2025Q4: 109,542 shares; 2026Q1: 110,483 shares 110,483 $10.1M 0.01% +941 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: 17,249 shares; 2024Q4: 18,214 shares; 2025Q1: 18,709 shares; 2025Q2: 18,864 shares; 2025Q3: 21,407 shares; 2025Q4: 21,224 shares; 2026Q1: 21,239 shares 21,239 $10.1M 0.01% +15 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: 99,176 shares; 2024Q4: 85,812 shares; 2025Q1: 82,321 shares; 2025Q2: 73,694 shares; 2025Q3: 70,552 shares; 2025Q4: 69,169 shares; 2026Q1: 69,281 shares 69,281 $10M 0.01% +112 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,029 shares; 2025Q1: 3,062 shares; 2025Q2: 2,765 shares; 2025Q3: 2,811 shares; 2025Q4: 2,961 shares; 2026Q1: 2,931 shares 2,931 $9.9M 0.01% -30 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,305 shares; 2024Q4: 968,459 shares; 2025Q1: 870,751 shares; 2025Q2: 932,217 shares; 2025Q3: 1,014,490 shares; 2025Q4: 932,330 shares; 2026Q1: 877,067 shares 877,067 $9.88M 0.01% -55,263 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,440 shares; 2024Q4: 13,069 shares; 2025Q1: 12,331 shares; 2025Q2: 11,990 shares; 2025Q3: 11,471 shares; 2025Q4: 13,511 shares; 2026Q1: 13,369 shares 13,369 $9.87M 0.01% -142 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: 21,704 shares; 2024Q4: 22,121 shares; 2025Q1: 25,477 shares; 2025Q2: 26,073 shares; 2025Q3: 26,022 shares; 2025Q4: 26,499 shares; 2026Q1: 22,568 shares 22,568 $9.85M 0.01% -3,931 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,904 shares; 2024Q4: 58,310 shares; 2025Q1: 69,314 shares; 2025Q2: 98,966 shares; 2025Q3: 100,776 shares; 2025Q4: 100,621 shares; 2026Q1: 88,851 shares 88,851 $9.84M 0.01% -11,770 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: 82,998 shares; 2024Q4: 84,643 shares; 2025Q1: 88,136 shares; 2025Q2: 83,898 shares; 2025Q3: 79,881 shares; 2025Q4: 76,398 shares; 2026Q1: 75,065 shares 75,065 $9.83M 0.01% -1,333 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,326 shares; 2024Q4: 32,721 shares; 2025Q1: 32,740 shares; 2025Q2: 32,392 shares; 2025Q3: 32,597 shares; 2025Q4: 36,733 shares; 2026Q1: 110,811 shares 110,811 $9.73M 0.01% +74,078 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: 54,176 shares; 2025Q1: 152,239 shares; 2025Q2: 252,548 shares; 2025Q3: 335,360 shares; 2025Q4: 384,855 shares; 2026Q1: 383,636 shares 383,636 $9.73M 0.01% -1,219 Timeline QGRW 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: not reported; 2026Q1: 181,949 shares 181,949 $9.72M 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,592 shares; 2024Q4: 133,287 shares; 2025Q1: 137,425 shares; 2025Q2: 151,464 shares; 2025Q3: 138,094 shares; 2025Q4: 138,653 shares; 2026Q1: 140,034 shares 140,034 $9.71M 0.01% +1,381 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,046 shares; 2024Q4: 88,621 shares; 2025Q1: 84,438 shares; 2025Q2: 76,854 shares; 2025Q3: 80,574 shares; 2025Q4: 73,514 shares; 2026Q1: 71,576 shares 71,576 $9.7M 0.01% -1,938 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,037 shares; 2024Q4: 25,975 shares; 2025Q1: 27,018 shares; 2025Q2: 27,699 shares; 2025Q3: 28,280 shares; 2025Q4: 35,780 shares; 2026Q1: 38,575 shares 38,575 $9.67M 0.01% +2,795 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,245 shares; 2024Q4: 494,396 shares; 2025Q1: 493,849 shares; 2025Q2: 493,172 shares; 2025Q3: 482,451 shares; 2025Q4: 479,615 shares; 2026Q1: 321,544 shares 321,544 $9.67M 0.01% -158,071 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,902 shares; 2024Q4: 246,938 shares; 2025Q1: 251,730 shares; 2025Q2: 253,180 shares; 2025Q3: 255,332 shares; 2025Q4: 214,328 shares; 2026Q1: 171,981 shares 171,981 $9.6M 0.01% -42,347 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: 13,254,876 shares; 2024Q4: 6,609,457 shares; 2025Q1: 14,060,858 shares; 2025Q2: 165,410 shares; 2025Q3: 90,781 shares; 2025Q4: 100,903 shares; 2026Q1: 123,710 shares 123,710 $9.54M 0.01% +22,807 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,588 shares; 2024Q4: 124,332 shares; 2025Q1: 106,037 shares; 2025Q2: 112,474 shares; 2025Q3: 118,724 shares; 2025Q4: 217,528 shares; 2026Q1: 510,225 shares 510,225 $9.45M 0.01% +292,697 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 219,915 shares; 2026Q1: 215,953 shares 215,953 $9.31M 0.01% -3,962 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 26,985 shares; 2025Q1: 20,103 shares; 2025Q2: 16,959 shares; 2025Q3: 61,436 shares; 2025Q4: 92,805 shares; 2026Q1: 92,872 shares 92,872 $9.3M 0.01% +67 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: 366,835 shares; 2024Q4: 334,977 shares; 2025Q1: 338,470 shares; 2025Q2: 299,466 shares; 2025Q3: 269,363 shares; 2025Q4: 224,413 shares; 2026Q1: 251,687 shares 251,687 $9.25M 0.01% +27,274 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,428 shares; 2024Q4: 139,952 shares; 2025Q1: 122,680 shares; 2025Q2: 105,886 shares; 2025Q3: 100,305 shares; 2025Q4: 83,156 shares; 2026Q1: 72,991 shares 72,991 $9.22M 0.01% -10,165 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,142 shares; 2024Q4: 179,957 shares; 2025Q1: 167,685 shares; 2025Q2: 130,703 shares; 2025Q3: 135,007 shares; 2025Q4: 127,866 shares; 2026Q1: 121,486 shares 121,486 $9.14M 0.01% -6,380 Timeline IBDZ ISHARES 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: 121,780 shares; 2025Q1: 158,491 shares; 2025Q2: 186,383 shares; 2025Q3: 246,077 shares; 2025Q4: 310,298 shares; 2026Q1: 349,740 shares 349,740 $9.11M 0.01% +39,442 Timeline SMIG 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: 265,491 shares; 2024Q4: 288,637 shares; 2025Q1: 292,461 shares; 2025Q2: 294,976 shares; 2025Q3: 300,001 shares; 2025Q4: 305,578 shares; 2026Q1: 307,828 shares 307,828 $9.03M 0.01% +2,250 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,080 shares; 2024Q4: 49,176 shares; 2025Q1: 48,639 shares; 2025Q2: 47,166 shares; 2025Q3: 37,731 shares; 2025Q4: 34,580 shares; 2026Q1: 33,142 shares 33,142 $8.98M 0.01% -1,438 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,869 shares; 2024Q4: 80,675 shares; 2025Q1: 77,053 shares; 2025Q2: 73,139 shares; 2025Q3: 71,107 shares; 2025Q4: 68,915 shares; 2026Q1: 67,512 shares 67,512 $8.95M 0.01% -1,403 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: 37,676 shares; 2024Q4: 35,827 shares; 2025Q1: 34,628 shares; 2025Q2: 34,894 shares; 2025Q3: 35,339 shares; 2025Q4: 34,014 shares; 2026Q1: 32,180 shares 32,180 $8.94M 0.01% -1,834 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,335 shares; 2024Q4: 150,678 shares; 2025Q1: 140,625 shares; 2025Q2: 129,933 shares; 2025Q3: 123,809 shares; 2025Q4: 102,725 shares; 2026Q1: 90,836 shares 90,836 $8.87M 0.01% -11,889 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: 418,626 shares; 2024Q4: 383,973 shares; 2025Q1: 350,799 shares; 2025Q2: 310,942 shares; 2025Q3: 243,704 shares; 2025Q4: 216,668 shares; 2026Q1: 213,045 shares 213,045 $8.87M 0.01% -3,623 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,581 shares; 2024Q4: 153,440 shares; 2025Q1: 156,286 shares; 2025Q2: 227,493 shares; 2025Q3: 248,682 shares; 2025Q4: 354,755 shares; 2026Q1: 497,762 shares 497,762 $8.84M 0.01% +143,007 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 41,805 shares; 2025Q1: 39,337 shares; 2025Q2: 33,929 shares; 2025Q3: 33,484 shares; 2025Q4: 32,352 shares; 2026Q1: 32,240 shares 32,240 $8.78M 0.01% -112 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 30,623 shares; 2025Q1: 28,530 shares; 2025Q2: 27,342 shares; 2025Q3: 26,357 shares; 2025Q4: 24,250 shares; 2026Q1: 24,212 shares 24,212 $8.67M 0.01% -38 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,633 shares; 2024Q4: 143,754 shares; 2025Q1: 141,542 shares; 2025Q2: 132,331 shares; 2025Q3: 132,028 shares; 2025Q4: 129,634 shares; 2026Q1: 129,632 shares 129,632 $8.62M 0.01% -2 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 44,245 shares; 2025Q1: 42,712 shares; 2025Q2: 38,921 shares; 2025Q3: 39,266 shares; 2025Q4: 40,137 shares; 2026Q1: 41,767 shares 41,767 $8.61M 0.01% +1,630 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: 95,711 shares; 2024Q4: 85,606 shares; 2025Q1: 65,097 shares; 2025Q2: 65,956 shares; 2025Q3: 94,095 shares; 2025Q4: 90,886 shares; 2026Q1: 85,027 shares 85,027 $8.56M 0.01% -5,859 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,164 shares; 2024Q4: 16,619 shares; 2025Q1: 16,187 shares; 2025Q2: 15,115 shares; 2025Q3: 15,259 shares; 2025Q4: 15,502 shares; 2026Q1: 15,200 shares 15,200 $8.54M 0.01% -302 Timeline XLB 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: 106,849 shares; 2024Q4: 103,714 shares; 2025Q1: 98,086 shares; 2025Q2: 92,637 shares; 2025Q3: 87,066 shares; 2025Q4: 162,488 shares; 2026Q1: 170,060 shares 170,060 $8.5M 0.01% +7,572 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,947 shares; 2024Q4: 80,883 shares; 2025Q1: 78,576 shares; 2025Q2: 73,121 shares; 2025Q3: 69,184 shares; 2025Q4: 59,822 shares; 2026Q1: 58,432 shares 58,432 $8.46M 0.01% -1,390 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: 118,461 shares; 2024Q4: 118,789 shares; 2025Q1: 116,275 shares; 2025Q2: 115,775 shares; 2025Q3: 117,828 shares; 2025Q4: 122,864 shares; 2026Q1: 115,345 shares 115,345 $8.36M 0.01% -7,519 Timeline USSG 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: 339,552 shares; 2024Q4: 328,557 shares; 2025Q1: 266,142 shares; 2025Q2: 241,590 shares; 2025Q3: 128,382 shares; 2025Q4: 127,042 shares; 2026Q1: 139,013 shares 139,013 $8.3M 0.01% +11,971 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,000 shares; 2026Q1: 89,759 shares 89,759 $8.17M 0.01% -7,241 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: 36,754 shares; 2024Q4: 31,491 shares; 2025Q1: 32,069 shares; 2025Q2: 30,939 shares; 2025Q3: 31,357 shares; 2025Q4: 31,468 shares; 2026Q1: 24,891 shares 24,891 $8.03M 0.01% -6,577 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,132 shares; 2024Q4: 50,132 shares; 2025Q1: 49,980 shares; 2025Q2: 49,550 shares; 2025Q3: 49,449 shares; 2025Q4: 49,439 shares; 2026Q1: 52,256 shares 52,256 $8.03M 0.01% +2,817 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,675 shares; 2024Q4: 64,501 shares; 2025Q1: 73,501 shares; 2025Q2: 61,398 shares; 2025Q3: 60,983 shares; 2025Q4: 61,101 shares; 2026Q1: 87,595 shares 87,595 $7.94M 0.01% +26,494 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: 20,494 shares; 2024Q4: 20,608 shares; 2025Q1: 21,098 shares; 2025Q2: 25,215 shares; 2025Q3: 26,148 shares; 2025Q4: 27,464 shares; 2026Q1: 25,971 shares 25,971 $7.9M 0.01% -1,493 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: 45,019 shares; 2025Q1: 115,823 shares; 2025Q2: 178,281 shares; 2025Q3: 217,647 shares; 2025Q4: 270,359 shares; 2026Q1: 305,413 shares 305,413 $7.89M 0.01% +35,054 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,253 shares; 2024Q4: 151,926 shares; 2025Q1: 156,583 shares; 2025Q2: 156,740 shares; 2025Q3: 156,969 shares; 2025Q4: 158,296 shares; 2026Q1: 149,030 shares 149,030 $7.79M 0.01% -9,266 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: 137,293 shares; 2026Q1: 136,307 shares 136,307 $7.77M 0.01% -986 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,355 shares; 2024Q4: 163,985 shares; 2025Q1: 166,752 shares; 2025Q2: 161,474 shares; 2025Q3: 161,718 shares; 2025Q4: 159,400 shares; 2026Q1: 157,857 shares 157,857 $7.74M 0.01% -1,543 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: 66,992 shares; 2024Q4: 69,597 shares; 2025Q1: 69,384 shares; 2025Q2: 73,932 shares; 2025Q3: 66,587 shares; 2025Q4: 86,444 shares; 2026Q1: 65,150 shares 65,150 $7.73M 0.01% -21,294 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 35,718 shares; 2025Q1: 36,989 shares; 2025Q2: 37,870 shares; 2025Q3: 41,033 shares; 2025Q4: 37,547 shares; 2026Q1: 37,727 shares 37,727 $7.7M 0.01% +180 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,220 shares; 2024Q4: 95,156 shares; 2025Q1: 95,703 shares; 2025Q2: 96,007 shares; 2025Q3: 97,275 shares; 2025Q4: 96,897 shares; 2026Q1: 105,197 shares 105,197 $7.68M 0.01% +8,300 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,070 shares; 2024Q4: 451,807 shares; 2025Q1: 480,050 shares; 2025Q2: 461,278 shares; 2025Q3: 623,797 shares; 2025Q4: 713,050 shares; 2026Q1: 673,795 shares 673,795 $7.6M 0.01% -39,255 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,506 shares; 2024Q4: 136,677 shares; 2025Q1: 131,633 shares; 2025Q2: 128,685 shares; 2025Q3: 119,457 shares; 2025Q4: 117,132 shares; 2026Q1: 124,181 shares 124,181 $7.6M 0.01% +7,049 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: 101,299 shares; 2024Q4: 108,137 shares; 2025Q1: 107,916 shares; 2025Q2: 103,574 shares; 2025Q3: 110,635 shares; 2025Q4: 106,057 shares; 2026Q1: 101,589 shares 101,589 $7.57M 0.01% -4,468 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,819 shares; 2024Q4: 137,377 shares; 2025Q1: 104,202 shares; 2025Q2: 96,134 shares; 2025Q3: 87,464 shares; 2025Q4: 74,322 shares; 2026Q1: 63,950 shares 63,950 $7.56M 0.01% -10,372 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,199 shares; 2024Q4: 63,354 shares; 2025Q1: 63,807 shares; 2025Q2: 67,531 shares; 2025Q3: 71,064 shares; 2025Q4: 78,877 shares; 2026Q1: 61,938 shares 61,938 $7.55M 0.01% -16,939 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,044 shares; 2024Q4: 119,344 shares; 2025Q1: 289,234 shares; 2025Q2: 287,015 shares; 2025Q3: 286,603 shares; 2025Q4: 286,189 shares; 2026Q1: 286,112 shares 286,112 $7.54M 0.01% -77 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: 73,587 shares; 2024Q4: 72,896 shares; 2025Q1: 72,398 shares; 2025Q2: 74,552 shares; 2025Q3: 73,005 shares; 2025Q4: 72,463 shares; 2026Q1: 71,044 shares 71,044 $7.53M 0.01% -1,419 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,005 shares; 2024Q4: 85,435 shares; 2025Q1: 94,904 shares; 2025Q2: 95,411 shares; 2025Q3: 95,443 shares; 2025Q4: 96,156 shares; 2026Q1: 95,892 shares 95,892 $7.53M 0.01% -264 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,258 shares; 2024Q4: 115,191 shares; 2025Q1: 111,483 shares; 2025Q2: 132,690 shares; 2025Q3: 144,809 shares; 2025Q4: 158,217 shares; 2026Q1: 139,471 shares 139,471 $7.51M 0.01% -18,746 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,432 shares; 2024Q4: 45,574 shares; 2025Q1: 43,708 shares; 2025Q2: 41,305 shares; 2025Q3: 39,773 shares; 2025Q4: 36,964 shares; 2026Q1: 35,372 shares 35,372 $7.51M 0.01% -1,592 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,689 shares; 2024Q4: 330,576 shares; 2025Q1: 371,814 shares; 2025Q2: 378,662 shares; 2025Q3: 386,054 shares; 2025Q4: 417,279 shares; 2026Q1: 441,561 shares 441,561 $7.49M 0.01% +24,282 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,416 shares; 2024Q4: 285,437 shares; 2025Q1: 278,906 shares; 2025Q2: 278,696 shares; 2025Q3: 230,637 shares; 2025Q4: 226,450 shares; 2026Q1: 216,214 shares 216,214 $7.45M 0.01% -10,236 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,048 shares; 2024Q4: 351,048 shares; 2025Q1: 351,048 shares; 2025Q2: 429,048 shares; 2025Q3: 429,048 shares; 2025Q4: 439,048 shares; 2026Q1: 469,048 shares 469,048 $7.44M 0.01% +30,000 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: 92,094 shares; 2024Q4: 77,969 shares; 2025Q1: 77,363 shares; 2025Q2: 67,174 shares; 2025Q3: 64,316 shares; 2025Q4: 62,560 shares; 2026Q1: 61,924 shares 61,924 $7.33M 0.01% -636 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: 163,857 shares; 2024Q4: 164,385 shares; 2025Q1: 160,498 shares; 2025Q2: 158,394 shares; 2025Q3: 156,211 shares; 2025Q4: 155,286 shares; 2026Q1: 148,473 shares 148,473 $7.33M 0.01% -6,813 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,954 shares; 2024Q4: 122,408 shares; 2025Q1: 262,000 shares; 2025Q2: 266,887 shares; 2025Q3: 541,044 shares; 2025Q4: 579,532 shares; 2026Q1: 815,563 shares 815,563 $7.32M 0.01% +236,031 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: 1,195,139 shares; 2024Q4: 1,153,809 shares; 2025Q1: 1,171,643 shares; 2025Q2: 1,179,029 shares; 2025Q3: 1,150,126 shares; 2025Q4: 313,123 shares; 2026Q1: 284,840 shares 284,840 $7.3M 0.01% -28,283 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: 32,855 shares; 2024Q4: 31,584 shares; 2025Q1: 38,595 shares; 2025Q2: 39,588 shares; 2025Q3: 39,664 shares; 2025Q4: 39,535 shares; 2026Q1: 31,659 shares 31,659 $7.3M 0.01% -7,876 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,508 shares; 2024Q4: 170,021 shares; 2025Q1: 192,174 shares; 2025Q2: 279,638 shares; 2025Q3: 381,002 shares; 2025Q4: 429,176 shares; 2026Q1: 279,567 shares 279,567 $7.28M 0.01% -149,609 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,602 shares; 2024Q4: 129,401 shares; 2025Q1: 123,321 shares; 2025Q2: 115,234 shares; 2025Q3: 114,274 shares; 2025Q4: 117,444 shares; 2026Q1: 123,057 shares 123,057 $7.27M 0.01% +5,613 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,879 shares; 2024Q4: 235,082 shares; 2025Q1: 230,585 shares; 2025Q2: 212,575 shares; 2025Q3: 153,490 shares; 2025Q4: 129,261 shares; 2026Q1: 134,592 shares 134,592 $7.25M 0.01% +5,331 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,038 shares; 2024Q4: 24,915 shares; 2025Q1: 24,342 shares; 2025Q2: 22,741 shares; 2025Q3: 19,569 shares; 2025Q4: 20,231 shares; 2026Q1: 21,297 shares 21,297 $7.22M 0.01% +1,066 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,123 shares; 2024Q4: 115,527 shares; 2025Q1: 187,704 shares; 2025Q2: 160,926 shares; 2025Q3: 134,182 shares; 2025Q4: 145,561 shares; 2026Q1: 105,461 shares 105,461 $7.19M 0.01% -40,100 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,958 shares; 2024Q4: 137,441 shares; 2025Q1: 123,807 shares; 2025Q2: 117,098 shares; 2025Q3: 125,373 shares; 2025Q4: 116,875 shares; 2026Q1: 94,627 shares 94,627 $7.13M 0.01% -22,248 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: 124,438 shares; 2024Q4: 119,388 shares; 2025Q1: 104,207 shares; 2025Q2: 101,334 shares; 2025Q3: 99,371 shares; 2025Q4: 98,814 shares; 2026Q1: 99,234 shares 99,234 $7.12M 0.01% +420 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,383 shares; 2024Q4: 78,119 shares; 2025Q1: 69,375 shares; 2025Q2: 58,564 shares; 2025Q3: 51,768 shares; 2025Q4: 48,576 shares; 2026Q1: 45,284 shares 45,284 $7.12M 0.01% -3,292 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,270 shares; 2024Q4: 55,441 shares; 2025Q1: 52,495 shares; 2025Q2: 50,571 shares; 2025Q3: 49,361 shares; 2025Q4: 45,813 shares; 2026Q1: 43,599 shares 43,599 $7.08M 0.01% -2,214 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757,469 shares; 2024Q4: 734,815 shares; 2025Q1: 709,817 shares; 2025Q2: 749,052 shares; 2025Q3: 525,800 shares; 2025Q4: 523,191 shares; 2026Q1: 704,468 shares 704,468 $7.05M 0.01% +181,277 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,802 shares; 2024Q4: 164,239 shares; 2025Q1: 168,927 shares; 2025Q2: 163,850 shares; 2025Q3: 163,711 shares; 2025Q4: 161,206 shares; 2026Q1: 155,054 shares 155,054 $7.02M 0.01% -6,152 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: 242,624 shares; 2024Q4: 227,318 shares; 2025Q1: 269,604 shares; 2025Q2: 241,697 shares; 2025Q3: 238,356 shares; 2025Q4: 237,455 shares; 2026Q1: 209,348 shares 209,348 $7.02M 0.01% -28,107 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,139 shares; 2024Q4: 124,439 shares; 2025Q1: 119,891 shares; 2025Q2: 118,850 shares; 2025Q3: 117,030 shares; 2025Q4: 115,153 shares; 2026Q1: 113,106 shares 113,106 $7M 0.01% -2,047 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,046 shares; 2024Q4: 77,317 shares; 2025Q1: 86,993 shares; 2025Q2: 84,518 shares; 2025Q3: 86,888 shares; 2025Q4: 80,001 shares; 2026Q1: 76,902 shares 76,902 $6.95M 0.01% -3,099 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,207 shares; 2024Q4: 17,985 shares; 2025Q1: 21,372 shares; 2025Q2: 32,375 shares; 2025Q3: 46,884 shares; 2025Q4: 51,966 shares; 2026Q1: 58,401 shares 58,401 $6.92M 0.01% +6,435 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: 119,971 shares; 2024Q4: 329,874 shares; 2025Q1: 312,923 shares; 2025Q2: 285,817 shares; 2025Q3: 258,193 shares; 2025Q4: 229,945 shares; 2026Q1: 226,519 shares 226,519 $6.91M 0.01% -3,426 Timeline PZA 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: 365,102 shares; 2024Q4: 377,004 shares; 2025Q1: 366,797 shares; 2025Q2: 325,688 shares; 2025Q3: 308,059 shares; 2025Q4: 341,052 shares; 2026Q1: 300,137 shares 300,137 $6.9M 0.01% -40,915 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: 86,296 shares; 2024Q4: 77,379 shares; 2025Q1: 81,575 shares; 2025Q2: 83,253 shares; 2025Q3: 79,876 shares; 2025Q4: 80,907 shares; 2026Q1: 76,014 shares 76,014 $6.87M 0.01% -4,893 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: 84,682 shares; 2024Q4: 101,926 shares; 2025Q1: 125,499 shares; 2025Q2: 134,354 shares; 2025Q3: 121,561 shares; 2025Q4: 144,665 shares; 2026Q1: 143,177 shares 143,177 $6.81M 0.01% -1,488 Timeline