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: 485,392 shares; 2024Q4: 531,510 shares; 2025Q1: 586,485 shares; 2025Q2: 1,273,766 shares; 2025Q3: 673,514 shares; 2025Q4: 715,133 shares; 2026Q1: 806,789 shares 806,789 $259M 2.87% +91,656 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102,318 shares; 2024Q4: 1,209,249 shares; 2025Q1: 1,373,141 shares; 2025Q2: 2,856,818 shares; 2025Q3: 1,510,723 shares; 2025Q4: 1,708,199 shares; 2026Q1: 1,796,375 shares 1,796,375 $210M 2.33% +88,176 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472,524 shares; 2024Q4: 3,643,519 shares; 2025Q1: 4,216,350 shares; 2025Q2: 8,809,842 shares; 2025Q3: 4,620,631 shares; 2025Q4: 4,789,246 shares; 2026Q1: 5,037,164 shares 5,037,164 $196M 2.17% +247,918 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: 57,681 shares; 2024Q4: 61,357 shares; 2025Q1: 119,888 shares; 2025Q2: 136,851 shares; 2025Q3: 199,132 shares; 2025Q4: 453,385 shares; 2026Q1: 614,264 shares 614,264 $156M 1.73% +160,879 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: 98,994 shares; 2024Q4: 108,085 shares; 2025Q1: 216,913 shares; 2025Q2: 315,278 shares; 2025Q3: 355,196 shares; 2025Q4: 618,635 shares; 2026Q1: 773,025 shares 773,025 $135M 1.49% +154,390 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: 1,448,330 shares; 2024Q4: 1,627,209 shares; 2025Q1: 1,542,233 shares; 2025Q2: 3,248,576 shares; 2025Q3: 1,713,511 shares; 2025Q4: 1,799,146 shares; 2026Q1: 1,743,723 shares 1,743,723 $134M 1.49% -55,423 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656,968 shares; 2024Q4: 1,931,530 shares; 2025Q1: 1,422,084 shares; 2025Q2: 3,109,636 shares; 2025Q3: 1,637,579 shares; 2025Q4: 1,787,067 shares; 2026Q1: 1,825,484 shares 1,825,484 $134M 1.49% +38,417 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: not reported; 2024Q4: not reported; 2025Q1: 123,090 shares; 2025Q2: 117,431 shares; 2025Q3: 237,328 shares; 2025Q4: 310,808 shares; 2026Q1: 216,680 shares 216,680 $129M 1.44% -94,128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 74,365 shares; 2025Q4: 202,821 shares; 2026Q1: 288,898 shares 288,898 $124M 1.38% +86,077 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: 40,598 shares; 2024Q4: 47,404 shares; 2025Q1: 92,285 shares; 2025Q2: 100,808 shares; 2025Q3: 124,190 shares; 2025Q4: 255,148 shares; 2026Q1: 315,717 shares 315,717 $117M 1.3% +60,569 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952,220 shares; 2024Q4: 1,121,915 shares; 2025Q1: 1,475,206 shares; 2025Q2: 3,264,660 shares; 2025Q3: 1,862,304 shares; 2025Q4: 2,063,242 shares; 2026Q1: 2,339,155 shares 2,339,155 $110M 1.22% +275,913 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,965 shares; 2024Q4: 294,304 shares; 2025Q1: 339,502 shares; 2025Q2: 1,001,264 shares; 2025Q3: 1,134,168 shares; 2025Q4: 1,246,584 shares; 2026Q1: 1,215,729 shares 1,215,729 $92.1M 1.02% -30,855 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: 76,609 shares; 2024Q4: 83,866 shares; 2025Q1: 143,464 shares; 2025Q2: 168,943 shares; 2025Q3: 176,181 shares; 2025Q4: 342,145 shares; 2026Q1: 424,173 shares 424,173 $88.3M 0.98% +82,028 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164,169 shares; 2024Q4: 1,232,828 shares; 2025Q1: 1,218,576 shares; 2025Q2: 2,741,234 shares; 2025Q3: 1,446,070 shares; 2025Q4: 1,538,407 shares; 2026Q1: 1,541,232 shares 1,541,232 $83.4M 0.93% +2,825 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: 24,951 shares; 2024Q4: 30,616 shares; 2025Q1: 61,529 shares; 2025Q2: 89,218 shares; 2025Q3: 100,057 shares; 2025Q4: 198,300 shares; 2026Q1: 283,730 shares 283,730 $81.6M 0.9% +85,430 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,213 shares; 2025Q3: not reported; 2025Q4: 1,408,140 shares; 2026Q1: 1,497,064 shares 1,497,064 $80.5M 0.89% +88,924 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,705 shares; 2024Q4: 559,905 shares; 2025Q1: 536,166 shares; 2025Q2: 1,155,023 shares; 2025Q3: 568,473 shares; 2025Q4: 625,136 shares; 2026Q1: 1,098,170 shares 1,098,170 $78.8M 0.87% +473,034 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: not reported; 2024Q4: not reported; 2025Q1: 208,667 shares; 2025Q2: 303,394 shares; 2025Q3: 259,311 shares; 2025Q4: 532,889 shares; 2026Q1: 1,101,228 shares 1,101,228 $70.6M 0.78% +568,339 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: 29,975 shares; 2024Q4: 13,908 shares; 2025Q1: 31,428 shares; 2025Q2: 23,349 shares; 2025Q3: 79,611 shares; 2025Q4: 294,231 shares; 2026Q1: 401,666 shares 401,666 $68.1M 0.76% +107,435 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: 41,748 shares; 2024Q4: 40,889 shares; 2025Q1: 93,529 shares; 2025Q2: 84,178 shares; 2025Q3: 106,240 shares; 2025Q4: 169,504 shares; 2026Q1: 216,720 shares 216,720 $67.1M 0.74% +47,216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 7,106 shares; 2026Q1: 148,047 shares 148,047 $64.7M 0.72% +140,941 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018,676 shares; 2024Q4: 1,029,820 shares; 2025Q1: 1,183,390 shares; 2025Q2: 2,459,314 shares; 2025Q3: 1,229,943 shares; 2025Q4: 1,241,985 shares; 2026Q1: 1,736,974 shares 1,736,974 $61.7M 0.68% +494,989 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: 215,295 shares; 2024Q4: 235,881 shares; 2025Q1: 647,231 shares; 2025Q2: 1,205,742 shares; 2025Q3: 721,095 shares; 2025Q4: 757,314 shares; 2026Q1: 818,382 shares 818,382 $57.1M 0.63% +61,068 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: 806,418 shares; 2024Q4: 917,641 shares; 2025Q1: 846,410 shares; 2025Q2: 1,862,622 shares; 2025Q3: 978,637 shares; 2025Q4: 1,063,648 shares; 2026Q1: 1,163,269 shares 1,163,269 $55.9M 0.62% +99,621 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,952 shares; 2024Q4: 218,671 shares; 2025Q1: 313,233 shares; 2025Q2: 1,537,274 shares; 2025Q3: 1,014,010 shares; 2025Q4: 526,958 shares; 2026Q1: 533,901 shares 533,901 $53M 0.59% +6,943 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964,659 shares; 2024Q4: 1,037,172 shares; 2025Q1: 1,229,650 shares; 2025Q2: 2,671,340 shares; 2025Q3: 1,378,430 shares; 2025Q4: 1,434,271 shares; 2026Q1: 1,487,000 shares 1,487,000 $52.1M 0.58% +52,729 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,382 shares; 2026Q1: 742,642 shares 742,642 $50.7M 0.56% +699,260 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: not reported; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 440 shares; 2025Q3: 7,680 shares; 2025Q4: 8,418 shares; 2026Q1: 86,257 shares 86,257 $49.8M 0.55% +77,839 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: not reported; 2024Q4: not reported; 2025Q1: 361,041 shares; 2025Q2: 340,102 shares; 2025Q3: 342,228 shares; 2025Q4: 613,389 shares; 2026Q1: 633,874 shares 633,874 $49.7M 0.55% +20,485 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: 359 shares; 2024Q4: 2,679 shares; 2025Q1: 1,237 shares; 2025Q2: 83,135 shares; 2025Q3: 8,596 shares; 2025Q4: 50,505 shares; 2026Q1: 75,834 shares 75,834 $49.3M 0.55% +25,329 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: 10,787 shares; 2024Q4: 13,612 shares; 2025Q1: 27,483 shares; 2025Q2: 43,462 shares; 2025Q3: 53,803 shares; 2025Q4: 110,257 shares; 2026Q1: 167,181 shares 167,181 $49.2M 0.55% +56,924 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040,791 shares 2,040,791 $48.8M 0.54% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,609 shares; 2024Q4: 930,500 shares; 2025Q1: 1,048,243 shares; 2025Q2: 2,223,094 shares; 2025Q3: 1,184,552 shares; 2025Q4: 1,245,002 shares; 2026Q1: 1,311,124 shares 1,311,124 $48.2M 0.53% +66,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,943 shares; 2025Q3: 890,564 shares; 2025Q4: 1,460,547 shares; 2026Q1: 1,860,597 shares 1,860,597 $47.7M 0.53% +400,050 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: 10,779 shares; 2024Q4: 12,111 shares; 2025Q1: 23,702 shares; 2025Q2: 13,145 shares; 2025Q3: 17,545 shares; 2025Q4: 33,762 shares; 2026Q1: 51,543 shares 51,543 $47.4M 0.53% +17,781 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: 21,059 shares; 2024Q4: 25,627 shares; 2025Q1: 36,840 shares; 2025Q2: 42,806 shares; 2025Q3: 39,761 shares; 2025Q4: 72,052 shares; 2026Q1: 82,479 shares 82,479 $47.2M 0.52% +10,427 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,567 shares; 2024Q4: 622,737 shares; 2025Q1: 625,951 shares; 2025Q2: 1,409,084 shares; 2025Q3: 753,363 shares; 2025Q4: 841,462 shares; 2026Q1: 857,514 shares 857,514 $46.3M 0.51% +16,052 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,573 shares; 2024Q4: 616,801 shares; 2025Q1: 713,283 shares; 2025Q2: 1,557,022 shares; 2025Q3: 601,194 shares; 2025Q4: 665,286 shares; 2026Q1: 699,900 shares 699,900 $45.7M 0.51% +34,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,260 shares; 2026Q1: 230,910 shares 230,910 $45.3M 0.5% +186,650 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549,655 shares 549,655 $44.3M 0.49% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,377 shares; 2024Q4: 285,039 shares; 2025Q1: 419,790 shares; 2025Q2: 1,100,250 shares; 2025Q3: 551,503 shares; 2025Q4: 609,693 shares; 2026Q1: 523,889 shares 523,889 $44.3M 0.49% -85,804 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: 13,065 shares; 2024Q4: 13,407 shares; 2025Q1: 26,647 shares; 2025Q2: 20,846 shares; 2025Q3: 25,402 shares; 2025Q4: 38,313 shares; 2026Q1: 134,373 shares 134,373 $44.2M 0.49% +96,060 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944,563 shares 944,563 $42.8M 0.47% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,871 shares; 2025Q3: 309,107 shares; 2025Q4: 353,156 shares; 2026Q1: 380,203 shares 380,203 $42.3M 0.47% +27,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,286 shares; 2026Q1: 1,029,951 shares 1,029,951 $40.6M 0.45% +1,022,665 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,424 shares; 2025Q2: 132,013 shares; 2025Q3: 135,039 shares; 2025Q4: 43,678 shares; 2026Q1: 1,117,676 shares 1,117,676 $40.5M 0.45% +1,073,998 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,302,158 shares; 2025Q4: 1,386,911 shares; 2026Q1: 1,550,174 shares 1,550,174 $39.3M 0.44% +163,263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,440 shares; 2025Q4: 1,019,056 shares; 2026Q1: 1,030,490 shares 1,030,490 $39M 0.43% +11,434 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: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: not reported; 2025Q3: 38,930 shares; 2025Q4: 95,269 shares; 2026Q1: 126,900 shares 126,900 $36.4M 0.4% +31,631 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: 87,162 shares; 2024Q4: 79,953 shares; 2025Q1: 67,094 shares; 2025Q2: 136,243 shares; 2025Q3: 80,985 shares; 2025Q4: 85,618 shares; 2026Q1: 97,735 shares 97,735 $36.3M 0.4% +12,117 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,604 shares; 2024Q4: 588,250 shares; 2025Q1: 538,354 shares; 2025Q2: 985,564 shares; 2025Q3: 491,643 shares; 2025Q4: 541,766 shares; 2026Q1: 517,276 shares 517,276 $36.3M 0.4% -24,490 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: 21,448 shares; 2024Q4: 33,335 shares; 2025Q1: 81,230 shares; 2025Q2: 50,672 shares; 2025Q3: 74,699 shares; 2025Q4: 125,003 shares; 2026Q1: 146,644 shares 146,644 $35.8M 0.4% +21,641 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906,908 shares 906,908 $35.7M 0.4% new Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,470 shares; 2024Q4: 493,123 shares; 2025Q1: 563,033 shares; 2025Q2: 1,211,208 shares; 2025Q3: 577,000 shares; 2025Q4: 715,884 shares; 2026Q1: 682,876 shares 682,876 $35.5M 0.39% -33,008 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,129 shares; 2024Q4: 872,685 shares; 2025Q1: 921,729 shares; 2025Q2: 1,948,750 shares; 2025Q3: 1,058,945 shares; 2025Q4: 1,149,959 shares; 2026Q1: 1,308,427 shares 1,308,427 $35.5M 0.39% +158,468 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 15,138 shares; 2025Q3: 214,229 shares; 2025Q4: 343,394 shares; 2026Q1: 419,322 shares 419,322 $34.7M 0.38% +75,928 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: not reported; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: not reported; 2025Q3: 168,189 shares; 2025Q4: 422,736 shares; 2026Q1: 382,253 shares 382,253 $34.6M 0.38% -40,483 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,135 shares; 2024Q4: 422,391 shares; 2025Q1: 467,579 shares; 2025Q2: 948,376 shares; 2025Q3: 491,854 shares; 2025Q4: 508,983 shares; 2026Q1: 999,519 shares 999,519 $34.5M 0.38% +490,536 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: not reported; 2024Q4: not reported; 2025Q1: 2,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 245,838 shares 245,838 $34M 0.38% +244,373 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292,115 shares; 2025Q2: 223,822 shares; 2025Q3: 184,904 shares; 2025Q4: 72,798 shares; 2026Q1: 584,007 shares 584,007 $34M 0.38% +511,209 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: 34,206 shares; 2024Q4: 25,339 shares; 2025Q1: 80,545 shares; 2025Q2: 76,253 shares; 2025Q3: 48,390 shares; 2025Q4: 38,106 shares; 2026Q1: 51,747 shares 51,747 $33.8M 0.37% +13,641 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: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,718 shares; 2025Q3: 118,581 shares; 2025Q4: 242,969 shares; 2026Q1: 252,074 shares 252,074 $31.3M 0.35% +9,105 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: not reported; 2024Q4: not reported; 2025Q1: 63,298 shares; 2025Q2: 188,632 shares; 2025Q3: 32,777 shares; 2025Q4: 48,053 shares; 2026Q1: 161,547 shares 161,547 $31M 0.34% +113,494 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: not reported; 2024Q4: not reported; 2025Q1: 46,680 shares; 2025Q2: 29,111 shares; 2025Q3: 34,393 shares; 2025Q4: 128,492 shares; 2026Q1: 134,765 shares 134,765 $28.5M 0.32% +6,273 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 10,398 shares; 2025Q1: 19,196 shares; 2025Q2: 19,120 shares; 2025Q3: 78,124 shares; 2025Q4: 98,441 shares; 2026Q1: 226,164 shares 226,164 $28.1M 0.31% +127,723 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: 18,595 shares; 2024Q4: 21,100 shares; 2025Q1: 38,888 shares; 2025Q2: 43,057 shares; 2025Q3: 44,232 shares; 2025Q4: 97,277 shares; 2026Q1: 127,510 shares 127,510 $27.7M 0.31% +30,233 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: 108,108 shares; 2024Q4: 131,919 shares; 2025Q1: 134,867 shares; 2025Q2: 409,349 shares; 2025Q3: 171,108 shares; 2025Q4: 271,938 shares; 2026Q1: 314,430 shares 314,430 $27.3M 0.3% +42,492 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,408 shares; 2025Q4: 203,022 shares; 2026Q1: 296,111 shares 296,111 $27.1M 0.3% +93,089 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662,249 shares; 2025Q4: 724,587 shares; 2026Q1: 885,670 shares 885,670 $27M 0.3% +161,083 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,460 shares; 2024Q4: 160,172 shares; 2025Q1: 159,902 shares; 2025Q2: 359,413 shares; 2025Q3: 166,613 shares; 2025Q4: 179,227 shares; 2026Q1: 515,815 shares 515,815 $26.8M 0.3% +336,588 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,191 shares; 2025Q4: 367,529 shares; 2026Q1: 527,514 shares 527,514 $26.6M 0.29% +159,985 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: 25,801 shares; 2024Q4: 28,893 shares; 2025Q1: 54,709 shares; 2025Q2: 46,040 shares; 2025Q3: 42,616 shares; 2025Q4: 72,037 shares; 2026Q1: 87,786 shares 87,786 $26.5M 0.29% +15,749 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: not reported; 2024Q4: not reported; 2025Q1: 103,837 shares; 2025Q2: 42,527 shares; 2025Q3: 30,841 shares; 2025Q4: 303,981 shares; 2026Q1: 336,357 shares 336,357 $26.5M 0.29% +32,376 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: 14,303 shares; 2024Q4: 16,033 shares; 2025Q1: 23,889 shares; 2025Q2: 45,422 shares; 2025Q3: 37,641 shares; 2025Q4: 77,447 shares; 2026Q1: 90,910 shares 90,910 $26.1M 0.29% +13,463 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,717 shares; 2024Q4: 616,047 shares; 2025Q1: 643,901 shares; 2025Q2: 1,330,582 shares; 2025Q3: 517,355 shares; 2025Q4: 549,049 shares; 2026Q1: 611,453 shares 611,453 $26M 0.29% +62,404 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: 27,913 shares; 2024Q4: 29,327 shares; 2025Q1: 65,689 shares; 2025Q2: 33,011 shares; 2025Q3: 51,754 shares; 2025Q4: 75,671 shares; 2026Q1: 76,647 shares 76,647 $25.9M 0.29% +976 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: 47,227 shares; 2024Q4: 48,767 shares; 2025Q1: 94,739 shares; 2025Q2: 12,370 shares; 2025Q3: 25,421 shares; 2025Q4: 936,640 shares; 2026Q1: 901,027 shares 901,027 $25.9M 0.29% -35,613 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: not reported; 2024Q4: 6,683 shares; 2025Q1: 10,671 shares; 2025Q2: 51,151 shares; 2025Q3: 48,396 shares; 2025Q4: 140,024 shares; 2026Q1: 336,838 shares 336,838 $25.6M 0.28% +196,814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,474 shares; 2025Q3: 3,074 shares; 2025Q4: 98,351 shares; 2026Q1: 188,148 shares 188,148 $25M 0.28% +89,797 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: not reported; 2024Q4: not reported; 2025Q1: 4,739 shares; 2025Q2: 6,772 shares; 2025Q3: 6,102 shares; 2025Q4: 6,714 shares; 2026Q1: 121,490 shares 121,490 $25M 0.28% +114,776 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775,096 shares; 2025Q4: 866,448 shares; 2026Q1: 1,062,679 shares 1,062,679 $24.7M 0.27% +196,231 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: 37,856 shares; 2024Q4: 41,745 shares; 2025Q1: 46,722 shares; 2025Q2: 102,652 shares; 2025Q3: 69,211 shares; 2025Q4: 86,820 shares; 2026Q1: 114,562 shares 114,562 $24.6M 0.27% +27,742 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,362 shares; 2025Q4: 38,624 shares; 2026Q1: 432,461 shares 432,461 $24.5M 0.27% +393,837 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,123 shares; 2024Q4: 379,766 shares; 2025Q1: 405,077 shares; 2025Q2: 849,562 shares; 2025Q3: 460,975 shares; 2025Q4: 510,219 shares; 2026Q1: 623,810 shares 623,810 $24M 0.27% +113,591 Timeline EDOW 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: 337,988 shares; 2024Q4: 341,227 shares; 2025Q1: 312,899 shares; 2025Q2: 558,824 shares; 2025Q3: 270,028 shares; 2025Q4: 263,229 shares; 2026Q1: 569,810 shares 569,810 $23.1M 0.26% +306,581 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,316 shares; 2025Q3: 137,328 shares; 2025Q4: 280,340 shares; 2026Q1: 440,508 shares 440,508 $22.8M 0.25% +160,168 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: 5,044 shares; 2024Q4: 4,974 shares; 2025Q1: 8,902 shares; 2025Q2: 5,676 shares; 2025Q3: 6,673 shares; 2025Q4: 13,963 shares; 2026Q1: 22,637 shares 22,637 $22.6M 0.25% +8,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,044 shares; 2025Q4: 174,867 shares; 2026Q1: 189,997 shares 189,997 $22.5M 0.25% +15,130 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,650 shares; 2024Q4: 244,867 shares; 2025Q1: 230,450 shares; 2025Q2: 857,646 shares; 2025Q3: 556,540 shares; 2025Q4: 486,313 shares; 2026Q1: 491,557 shares 491,557 $22.4M 0.25% +5,244 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: not reported; 2024Q4: not reported; 2025Q1: 70,494 shares; 2025Q2: 15,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518,815 shares 518,815 $22M 0.24% new 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: 27,735 shares; 2024Q4: 28,450 shares; 2025Q1: 34,744 shares; 2025Q2: 333,349 shares; 2025Q3: 208,406 shares; 2025Q4: 452,892 shares; 2026Q1: 316,147 shares 316,147 $21.3M 0.24% -136,745 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: 4,283 shares; 2024Q4: 4,505 shares; 2025Q1: 9,922 shares; 2025Q2: 10,025 shares; 2025Q3: 7,164 shares; 2025Q4: 16,749 shares; 2026Q1: 15,983 shares 15,983 $21.1M 0.23% -766 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: not reported; 2024Q4: not reported; 2025Q1: 136,343 shares; 2025Q2: 124,834 shares; 2025Q3: 128,094 shares; 2025Q4: 140,315 shares; 2026Q1: 269,867 shares 269,867 $20.8M 0.23% +129,552 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,070 shares; 2024Q4: 168,698 shares; 2025Q1: 178,022 shares; 2025Q2: 363,206 shares; 2025Q3: 605,360 shares; 2025Q4: 560,913 shares; 2026Q1: 416,967 shares 416,967 $20.8M 0.23% -143,946 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176,973 shares; 2025Q4: 194,111 shares; 2026Q1: 234,159 shares 234,159 $20.1M 0.22% +40,048 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,153 shares; 2025Q3: 373,115 shares; 2025Q4: 378,511 shares; 2026Q1: 396,979 shares 396,979 $20M 0.22% +18,468 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,199 shares; 2024Q4: 541,327 shares; 2025Q1: 734,627 shares; 2025Q2: 1,096,120 shares; 2025Q3: 653,672 shares; 2025Q4: 546,067 shares; 2026Q1: 433,885 shares 433,885 $20M 0.22% -112,182 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: not reported; 2024Q4: not reported; 2025Q1: 47,178 shares; 2025Q2: 39,768 shares; 2025Q3: 48,683 shares; 2025Q4: 84,802 shares; 2026Q1: 210,498 shares 210,498 $20M 0.22% +125,696 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,225 shares; 2025Q2: 49,863 shares; 2025Q3: 38,839 shares; 2025Q4: 90,005 shares; 2026Q1: 432,505 shares 432,505 $20M 0.22% +342,500 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: 28,182 shares; 2024Q4: 31,603 shares; 2025Q1: 63,749 shares; 2025Q2: 35,846 shares; 2025Q3: 84,448 shares; 2025Q4: 77,812 shares; 2026Q1: 96,077 shares 96,077 $19.9M 0.22% +18,265 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,431 shares; 2024Q4: 307,094 shares; 2025Q1: 318,208 shares; 2025Q2: 655,048 shares; 2025Q3: 445,063 shares; 2025Q4: 465,723 shares; 2026Q1: 548,627 shares 548,627 $19.7M 0.22% +82,904 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: 768,982 shares; 2024Q4: 309,057 shares; 2025Q1: 383,476 shares; 2025Q2: 374,754 shares; 2025Q3: 231,247 shares; 2025Q4: 330,468 shares; 2026Q1: 255,381 shares 255,381 $19.5M 0.22% -75,087 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,295 shares; 2025Q4: 595,914 shares; 2026Q1: 848,271 shares 848,271 $19.4M 0.22% +252,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,609 shares; 2025Q4: 143,493 shares; 2026Q1: 145,448 shares 145,448 $19.3M 0.21% +1,955 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: 15,170 shares; 2024Q4: 18,808 shares; 2025Q1: 39,513 shares; 2025Q2: 27,396 shares; 2025Q3: 40,404 shares; 2025Q4: 90,121 shares; 2026Q1: 128,127 shares 128,127 $18.5M 0.21% +38,006 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,381 shares; 2024Q4: 65,091 shares; 2025Q1: 59,603 shares; 2025Q2: 107,232 shares; 2025Q3: 51,089 shares; 2025Q4: 263,825 shares; 2026Q1: 363,830 shares 363,830 $18.5M 0.2% +100,005 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,428 shares; 2024Q4: 264,448 shares; 2025Q1: 272,980 shares; 2025Q2: 573,500 shares; 2025Q3: 313,344 shares; 2025Q4: 359,627 shares; 2026Q1: 386,011 shares 386,011 $18.5M 0.2% +26,384 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: 9,868 shares; 2024Q4: 10,037 shares; 2025Q1: 21,166 shares; 2025Q2: 9,102 shares; 2025Q3: 15,694 shares; 2025Q4: 24,966 shares; 2026Q1: 38,562 shares 38,562 $18.5M 0.2% +13,596 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: 5,651 shares; 2024Q4: 6,307 shares; 2025Q1: 12,174 shares; 2025Q2: 9,102 shares; 2025Q3: 9,873 shares; 2025Q4: 17,991 shares; 2026Q1: 21,787 shares 21,787 $18.4M 0.2% +3,796 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393,966 shares 393,966 $18.1M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 192,572 shares; 2025Q4: 201,110 shares; 2026Q1: 208,217 shares 208,217 $18M 0.2% +7,107 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 4,910 shares; 2025Q3: 174,136 shares; 2025Q4: 186,470 shares; 2026Q1: 194,553 shares 194,553 $18M 0.2% +8,083 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,049 shares; 2025Q2: 17,892 shares; 2025Q3: 58,368 shares; 2025Q4: 110,455 shares; 2026Q1: 111,371 shares 111,371 $17.7M 0.2% +916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,466 shares; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 320,697 shares 320,697 $17.3M 0.19% +313,762 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,982 shares; 2025Q2: 183,296 shares; 2025Q3: 106,389 shares; 2025Q4: 110,382 shares; 2026Q1: 206,710 shares 206,710 $17.3M 0.19% +96,328 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: 6,679 shares; 2024Q4: 7,126 shares; 2025Q1: 12,998 shares; 2025Q2: 9,887 shares; 2025Q3: 10,114 shares; 2025Q4: 144,785 shares; 2026Q1: 177,861 shares 177,861 $17.1M 0.19% +33,076 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: 125,318 shares; 2024Q4: 168,651 shares; 2025Q1: 174,154 shares; 2025Q2: 242,465 shares; 2025Q3: 132,672 shares; 2025Q4: 132,858 shares; 2026Q1: 142,909 shares 142,909 $17M 0.19% +10,051 Timeline FNDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856,676 shares; 2025Q3: 434,239 shares; 2025Q4: 296,660 shares; 2026Q1: 345,577 shares 345,577 $16.9M 0.19% +48,917 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,442 shares; 2024Q4: 206,110 shares; 2025Q1: 180,317 shares; 2025Q2: 322,546 shares; 2025Q3: 156,267 shares; 2025Q4: 186,554 shares; 2026Q1: 181,427 shares 181,427 $16.8M 0.19% -5,127 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: 84,737 shares 84,737 $16.7M 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $16.5M 0.18% +1 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: 2,699 shares; 2024Q4: 3,751 shares; 2025Q1: 250,193 shares; 2025Q2: 201,406 shares; 2025Q3: 187,765 shares; 2025Q4: 167,945 shares; 2026Q1: 154,142 shares 154,142 $16.4M 0.18% -13,803 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,411 shares; 2024Q4: 42,564 shares; 2025Q1: 83,988 shares; 2025Q2: 55,067 shares; 2025Q3: 77,978 shares; 2025Q4: 167,044 shares; 2026Q1: 174,994 shares 174,994 $16.3M 0.18% +7,950 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: 4,663 shares; 2025Q1: 8,834 shares; 2025Q2: 4,661 shares; 2025Q3: 7,114 shares; 2025Q4: 11,386 shares; 2026Q1: 16,829 shares 16,829 $16.2M 0.18% +5,443 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341,409 shares; 2025Q2: 1,046,952 shares; 2025Q3: 526,297 shares; 2025Q4: 527,823 shares; 2026Q1: 524,311 shares 524,311 $16.2M 0.18% -3,512 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: 57,741 shares; 2024Q4: 59,068 shares; 2025Q1: 217,708 shares; 2025Q2: 128,635 shares; 2025Q3: 145,812 shares; 2025Q4: 212,206 shares; 2026Q1: 220,275 shares 220,275 $16M 0.18% +8,069 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177,918 shares; 2025Q4: 197,400 shares; 2026Q1: 212,933 shares 212,933 $15.8M 0.18% +15,533 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 23,811 shares; 2025Q4: 41,727 shares; 2026Q1: 233,466 shares 233,466 $15.7M 0.17% +191,739 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: 21,053 shares; 2024Q4: 23,576 shares; 2025Q1: 43,533 shares; 2025Q2: 51,713 shares; 2025Q3: 28,568 shares; 2025Q4: 119,548 shares; 2026Q1: 168,008 shares 168,008 $15.6M 0.17% +48,460 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,497 shares 195,497 $15.6M 0.17% new 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: 8,832 shares; 2024Q4: 10,855 shares; 2025Q1: 20,265 shares; 2025Q2: 14,365 shares; 2025Q3: 30,488 shares; 2025Q4: 60,365 shares; 2026Q1: 80,945 shares 80,945 $15.6M 0.17% +20,580 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: 5,253 shares; 2024Q4: 4,500 shares; 2025Q1: 7,130 shares; 2025Q2: 14,814 shares; 2025Q3: 15,231 shares; 2025Q4: 29,621 shares; 2026Q1: 31,066 shares 31,066 $15.5M 0.17% +1,445 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: 36,580 shares; 2024Q4: 43,419 shares; 2025Q1: 84,721 shares; 2025Q2: 78,329 shares; 2025Q3: 50,858 shares; 2025Q4: 85,248 shares; 2026Q1: 93,426 shares 93,426 $15.4M 0.17% +8,178 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: 55,891 shares; 2024Q4: 54,595 shares; 2025Q1: 113,193 shares; 2025Q2: 67,133 shares; 2025Q3: 109,261 shares; 2025Q4: 162,480 shares; 2026Q1: 197,570 shares 197,570 $15.3M 0.17% +35,090 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,404 shares; 2024Q4: 331,838 shares; 2025Q1: 370,811 shares; 2025Q2: 766,388 shares; 2025Q3: 374,731 shares; 2025Q4: 372,406 shares; 2026Q1: 387,116 shares 387,116 $15.3M 0.17% +14,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,629 shares; 2025Q4: 65,635 shares; 2026Q1: 70,237 shares 70,237 $15.3M 0.17% +4,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596,962 shares; 2025Q3: 114,219 shares; 2025Q4: 164,726 shares; 2026Q1: 304,894 shares 304,894 $15.1M 0.17% +140,168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,440 shares; 2025Q3: 985 shares; 2025Q4: 11,427 shares; 2026Q1: 57,404 shares 57,404 $15M 0.17% +45,977 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,851 shares; 2024Q4: 346,903 shares; 2025Q1: 403,203 shares; 2025Q2: 855,214 shares; 2025Q3: 439,281 shares; 2025Q4: 446,797 shares; 2026Q1: 466,099 shares 466,099 $15M 0.17% +19,302 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,053 shares; 2025Q4: 122,166 shares; 2026Q1: 141,264 shares 141,264 $15M 0.17% +19,098 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: 288,449 shares; 2024Q4: 281,887 shares; 2025Q1: 150,882 shares; 2025Q2: 211,430 shares; 2025Q3: 91,589 shares; 2025Q4: 88,008 shares; 2026Q1: 101,816 shares 101,816 $14.9M 0.17% +13,808 Timeline HYLS 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: 67,599 shares; 2024Q4: 45,798 shares; 2025Q1: 64,301 shares; 2025Q2: 129,078 shares; 2025Q3: 325,917 shares; 2025Q4: 376,868 shares; 2026Q1: 364,748 shares 364,748 $14.8M 0.16% -12,120 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,250 shares; 2025Q3: 67,423 shares; 2025Q4: 74,623 shares; 2026Q1: 441,841 shares 441,841 $14.6M 0.16% +367,218 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,638 shares; 2025Q4: 202,119 shares; 2026Q1: 203,224 shares 203,224 $14.6M 0.16% +1,105 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,300 shares; 2024Q4: 185,619 shares; 2025Q1: 186,222 shares; 2025Q2: 378,980 shares; 2025Q3: 215,588 shares; 2025Q4: 250,831 shares; 2026Q1: 271,081 shares 271,081 $14.2M 0.16% +20,250 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,514 shares; 2024Q4: 235,347 shares; 2025Q1: 231,109 shares; 2025Q2: 477,748 shares; 2025Q3: 272,123 shares; 2025Q4: 309,670 shares; 2026Q1: 335,331 shares 335,331 $14.2M 0.16% +25,661 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: 16,257 shares; 2024Q4: 24,572 shares; 2025Q1: 29,054 shares; 2025Q2: 76,434 shares; 2025Q3: 48,799 shares; 2025Q4: 49,277 shares; 2026Q1: 67,450 shares 67,450 $13.7M 0.15% +18,173 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: 40,285 shares; 2024Q4: 39,983 shares; 2025Q1: 76,242 shares; 2025Q2: 41,498 shares; 2025Q3: 59,030 shares; 2025Q4: 64,448 shares; 2026Q1: 85,411 shares 85,411 $13.6M 0.15% +20,963 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: 6,327 shares; 2024Q4: 7,570 shares; 2025Q1: 13,954 shares; 2025Q2: 8,925 shares; 2025Q3: 16,558 shares; 2025Q4: 27,792 shares; 2026Q1: 43,501 shares 43,501 $13.5M 0.15% +15,709 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,340 shares; 2025Q3: 214,926 shares; 2025Q4: 247,817 shares; 2026Q1: 285,055 shares 285,055 $13.3M 0.15% +37,238 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,705 shares; 2024Q4: 80,230 shares; 2025Q1: 150,868 shares; 2025Q2: not reported; 2025Q3: 453,616 shares; 2025Q4: 476,919 shares; 2026Q1: 507,315 shares 507,315 $13.3M 0.15% +30,396 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459,389 shares 459,389 $13.3M 0.15% new 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: not reported; 2024Q4: 40,744 shares; 2025Q1: 28,559 shares; 2025Q2: 74,226 shares; 2025Q3: 37,725 shares; 2025Q4: 38,171 shares; 2026Q1: 36,102 shares 36,102 $13.3M 0.15% -2,069 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 53,798 shares; 2025Q4: 60,003 shares; 2026Q1: 164,774 shares 164,774 $12.9M 0.14% +104,771 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,309 shares; 2025Q3: 43,109 shares; 2025Q4: 49,391 shares; 2026Q1: 54,154 shares 54,154 $12.9M 0.14% +4,763 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,321 shares; 2025Q4: 217,069 shares; 2026Q1: 265,573 shares 265,573 $12.6M 0.14% +48,504 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: not reported; 2024Q4: not reported; 2025Q1: 354,819 shares; 2025Q2: 338,643 shares; 2025Q3: 328,141 shares; 2025Q4: 323,439 shares; 2026Q1: 163,089 shares 163,089 $12.5M 0.14% -160,350 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,814 shares; 2024Q4: 135,178 shares; 2025Q1: 101,014 shares; 2025Q2: 168,840 shares; 2025Q3: 81,773 shares; 2025Q4: 79,967 shares; 2026Q1: 78,113 shares 78,113 $12.4M 0.14% -1,854 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 8,794 shares; 2025Q1: 17,144 shares; 2025Q2: 11,165 shares; 2025Q3: 11,133 shares; 2025Q4: 22,552 shares; 2026Q1: 26,646 shares 26,646 $12.3M 0.14% +4,094 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: 15,093 shares; 2024Q4: 16,378 shares; 2025Q1: 31,973 shares; 2025Q2: 16,299 shares; 2025Q3: 20,089 shares; 2025Q4: 43,070 shares; 2026Q1: 51,884 shares 51,884 $12.3M 0.14% +8,814 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: 3,673 shares; 2024Q4: 7,482 shares; 2025Q1: 10,898 shares; 2025Q2: 23,570 shares; 2025Q3: 33,262 shares; 2025Q4: 65,431 shares; 2026Q1: 74,449 shares 74,449 $12.3M 0.14% +9,018 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: 6,545 shares; 2024Q4: 14,417 shares; 2025Q1: 18,622 shares; 2025Q2: 43,740 shares; 2025Q3: 33,201 shares; 2025Q4: 36,607 shares; 2026Q1: 61,913 shares 61,913 $12.2M 0.14% +25,306 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,097 shares; 2024Q4: 244,034 shares; 2025Q1: 225,306 shares; 2025Q2: 484,975 shares; 2025Q3: 238,962 shares; 2025Q4: 249,548 shares; 2026Q1: 256,779 shares 256,779 $12.2M 0.14% +7,231 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: 8,499 shares; 2024Q4: 8,564 shares; 2025Q1: 8,414 shares; 2025Q2: 13,631 shares; 2025Q3: 9,338 shares; 2025Q4: 94,282 shares; 2026Q1: 79,612 shares 79,612 $12.2M 0.13% -14,670 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,703 shares; 2025Q4: 144,136 shares; 2026Q1: 171,884 shares 171,884 $12M 0.13% +27,748 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: not reported; 2024Q4: 4,866 shares; 2025Q1: not reported; 2025Q2: 12,218 shares; 2025Q3: 7,122 shares; 2025Q4: 19,857 shares; 2026Q1: 28,039 shares 28,039 $12M 0.13% +8,182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,773 shares; 2025Q3: 4,122 shares; 2025Q4: 5,542 shares; 2026Q1: 44,087 shares 44,087 $11.9M 0.13% +38,545 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: 62,003 shares; 2024Q4: 101,673 shares; 2025Q1: 115,687 shares; 2025Q2: 149,558 shares; 2025Q3: 76,379 shares; 2025Q4: 77,953 shares; 2026Q1: 79,689 shares 79,689 $11.8M 0.13% +1,736 Timeline HEDJ 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: 24,706 shares; 2025Q4: 199,149 shares; 2026Q1: 225,583 shares 225,583 $11.8M 0.13% +26,434 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,396 shares; 2025Q3: 108,789 shares; 2025Q4: 127,900 shares; 2026Q1: 138,831 shares 138,831 $11.8M 0.13% +10,931 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,358 shares 105,358 $11.6M 0.13% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,304 shares; 2025Q1: 4,714 shares; 2025Q2: 6,759 shares; 2025Q3: 117,311 shares; 2025Q4: 117,272 shares; 2026Q1: 88,396 shares 88,396 $11.6M 0.13% -28,876 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: 7,966 shares; 2024Q4: 7,256 shares; 2025Q1: 14,491 shares; 2025Q2: 8,100 shares; 2025Q3: 9,128 shares; 2025Q4: 18,544 shares; 2026Q1: 23,464 shares 23,464 $11.5M 0.13% +4,920 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,294 shares; 2024Q4: 119,526 shares; 2025Q1: 127,292 shares; 2025Q2: 264,126 shares; 2025Q3: 234,387 shares; 2025Q4: 264,286 shares; 2026Q1: 345,578 shares 345,578 $11.5M 0.13% +81,292 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: not reported; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 1,703 shares; 2025Q4: 13,313 shares; 2026Q1: 13,071 shares 13,071 $11.4M 0.13% -242 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: 19,293 shares; 2024Q4: 18,528 shares; 2025Q1: 34,846 shares; 2025Q2: 18,770 shares; 2025Q3: 23,566 shares; 2025Q4: 25,472 shares; 2026Q1: 31,748 shares 31,748 $11.4M 0.13% +6,276 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: 4,340 shares; 2024Q4: 4,656 shares; 2025Q1: 9,641 shares; 2025Q2: 4,942 shares; 2025Q3: 5,475 shares; 2025Q4: 6,117 shares; 2026Q1: 12,612 shares 12,612 $11.3M 0.13% +6,495 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,691 shares; 2025Q4: 193,339 shares; 2026Q1: 203,746 shares 203,746 $11.3M 0.13% +10,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,024 shares; 2025Q4: 25,698 shares; 2026Q1: 101,667 shares 101,667 $11.3M 0.12% +75,969 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,854 shares; 2024Q4: 59,669 shares; 2025Q1: 55,619 shares; 2025Q2: 54,322 shares; 2025Q3: 26,875 shares; 2025Q4: 26,558 shares; 2026Q1: 102,902 shares 102,902 $11.2M 0.12% +76,344 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: 56,394 shares; 2024Q4: 115,638 shares; 2025Q1: 109,632 shares; 2025Q2: 283,610 shares; 2025Q3: 129,895 shares; 2025Q4: 101,101 shares; 2026Q1: 414,871 shares 414,871 $11M 0.12% +313,770 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,368 shares; 2024Q4: 204,071 shares; 2025Q1: 221,538 shares; 2025Q2: 500,756 shares; 2025Q3: 271,612 shares; 2025Q4: 299,350 shares; 2026Q1: 411,583 shares 411,583 $10.9M 0.12% +112,233 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: 12,986 shares; 2024Q4: 6,497 shares; 2025Q1: 18,686 shares; 2025Q2: 47,862 shares; 2025Q3: 42,788 shares; 2025Q4: 48,181 shares; 2026Q1: 86,203 shares 86,203 $10.9M 0.12% +38,022 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,211 shares; 2025Q4: 126,391 shares; 2026Q1: 137,244 shares 137,244 $10.8M 0.12% +10,853 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: 52,720 shares; 2024Q4: 52,811 shares; 2025Q1: 41,766 shares; 2025Q2: 33,818 shares; 2025Q3: 30,851 shares; 2025Q4: 65,880 shares; 2026Q1: 89,323 shares 89,323 $10.7M 0.12% +23,443 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: 13,647 shares; 2024Q4: 20,029 shares; 2025Q1: 40,698 shares; 2025Q2: 24,925 shares; 2025Q3: 26,391 shares; 2025Q4: 51,237 shares; 2026Q1: 51,385 shares 51,385 $10.7M 0.12% +148 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,391 shares; 2024Q4: 451,577 shares; 2025Q1: 288,004 shares; 2025Q2: 480,288 shares; 2025Q3: 131,805 shares; 2025Q4: 142,285 shares; 2026Q1: 154,508 shares 154,508 $10.7M 0.12% +12,223 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,475 shares; 2025Q2: 29,858 shares; 2025Q3: 38,862 shares; 2025Q4: 186,825 shares; 2026Q1: 227,469 shares 227,469 $10.7M 0.12% +40,644 Timeline SPYD 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: 533,563 shares; 2024Q4: 379,370 shares; 2025Q1: 318,773 shares; 2025Q2: 455,944 shares; 2025Q3: 226,478 shares; 2025Q4: 236,677 shares; 2026Q1: 232,596 shares 232,596 $10.6M 0.12% -4,081 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,841 shares; 2024Q4: 467,972 shares; 2025Q1: 464,648 shares; 2025Q2: 930,458 shares; 2025Q3: 499,261 shares; 2025Q4: 533,519 shares; 2026Q1: 554,003 shares 554,003 $10.5M 0.12% +20,484 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402,437 shares; 2026Q1: 408,080 shares 408,080 $10.2M 0.11% +5,643 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,837 shares; 2024Q4: 211,256 shares; 2025Q1: 14,350 shares; 2025Q2: 29,800 shares; 2025Q3: 153,072 shares; 2025Q4: 300,161 shares; 2026Q1: 218,209 shares 218,209 $10.2M 0.11% -81,952 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 20,441 shares; 2025Q4: 30,166 shares; 2026Q1: 107,200 shares 107,200 $10.2M 0.11% +77,034 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: 49,348 shares; 2024Q4: 50,506 shares; 2025Q1: 98,081 shares; 2025Q2: 74,272 shares; 2025Q3: 79,614 shares; 2025Q4: 102,372 shares; 2026Q1: 108,340 shares 108,340 $10.2M 0.11% +5,968 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: not reported; 2024Q4: not reported; 2025Q1: 137,985 shares; 2025Q2: 82,411 shares; 2025Q3: 273,381 shares; 2025Q4: 74,788 shares; 2026Q1: 89,328 shares 89,328 $10.1M 0.11% +14,540 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: 9,124 shares; 2024Q4: 8,314 shares; 2025Q1: 16,244 shares; 2025Q2: 16,627 shares; 2025Q3: 4,885 shares; 2025Q4: 31,083 shares; 2026Q1: 29,477 shares 29,477 $9.96M 0.11% -1,606 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 6,603 shares; 2026Q1: 21,029 shares 21,029 $9.95M 0.11% +14,426 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: 6,532 shares; 2024Q4: 6,991 shares; 2025Q1: 12,206 shares; 2025Q2: 11,202 shares; 2025Q3: 19,120 shares; 2025Q4: 48,800 shares; 2026Q1: 74,474 shares 74,474 $9.75M 0.11% +25,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203,138 shares; 2026Q1: 310,926 shares 310,926 $9.48M 0.11% +107,788 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: 18,090 shares; 2024Q4: 17,526 shares; 2025Q1: 43,914 shares; 2025Q2: 27,446 shares; 2025Q3: 73,648 shares; 2025Q4: 138,531 shares; 2026Q1: 325,330 shares 325,330 $9.43M 0.1% +186,799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,672 shares; 2025Q3: 3,016 shares; 2025Q4: 31,964 shares; 2026Q1: 41,201 shares 41,201 $9.31M 0.1% +9,237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 11,139 shares; 2025Q4: 42,811 shares; 2026Q1: 46,703 shares 46,703 $9.3M 0.1% +3,892 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 4,207 shares; 2025Q3: 20,353 shares; 2025Q4: 54,022 shares; 2026Q1: 38,641 shares 38,641 $9.27M 0.1% -15,381 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,348 shares; 2025Q4: 116,561 shares; 2026Q1: 139,568 shares 139,568 $9.21M 0.1% +23,007 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 2,978 shares; 2025Q2: 2,550 shares; 2025Q3: 2,572 shares; 2025Q4: 24,416 shares; 2026Q1: 67,832 shares 67,832 $9.21M 0.1% +43,416 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: 43,830 shares; 2024Q4: 42,936 shares; 2025Q1: 78,657 shares; 2025Q2: 45,526 shares; 2025Q3: 55,287 shares; 2025Q4: 61,845 shares; 2026Q1: 146,593 shares 146,593 $9.2M 0.1% +84,748 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: 14,521 shares; 2024Q4: 17,343 shares; 2025Q1: 27,556 shares; 2025Q2: 21,042 shares; 2025Q3: 21,672 shares; 2025Q4: 43,123 shares; 2026Q1: 53,278 shares 53,278 $9.12M 0.1% +10,155 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: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,228 shares; 2025Q2: 12,251 shares; 2025Q3: 11,914 shares; 2025Q4: 19,641 shares; 2026Q1: 30,055 shares 30,055 $9.09M 0.1% +10,414 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: 32,747 shares; 2024Q4: 32,582 shares; 2025Q1: 64,268 shares; 2025Q2: 27,695 shares; 2025Q3: 20,766 shares; 2025Q4: 23,359 shares; 2026Q1: 39,342 shares 39,342 $9.07M 0.1% +15,983 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,145 shares; 2025Q4: 180,859 shares; 2026Q1: 208,714 shares 208,714 $9.02M 0.1% +27,855 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: 8,878 shares; 2024Q4: not reported; 2025Q1: 18,724 shares; 2025Q2: not reported; 2025Q3: 19,800 shares; 2025Q4: 41,460 shares; 2026Q1: 318,106 shares 318,106 $8.93M 0.1% +276,646 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: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 4,842 shares; 2025Q3: 7,367 shares; 2025Q4: 14,917 shares; 2026Q1: 25,371 shares 25,371 $8.93M 0.1% +10,454 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,713 shares; 2024Q4: 39,309 shares; 2025Q1: 78,728 shares; 2025Q2: 124,119 shares; 2025Q3: 122,413 shares; 2025Q4: 120,113 shares; 2026Q1: 132,530 shares 132,530 $8.89M 0.1% +12,417 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: not reported; 2024Q4: 3,674 shares; 2025Q1: 8,350 shares; 2025Q2: 23,622 shares; 2025Q3: 19,435 shares; 2025Q4: 45,055 shares; 2026Q1: 48,694 shares 48,694 $8.88M 0.1% +3,639 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,336 shares; 2024Q4: 9,780 shares; 2025Q1: 18,149 shares; 2025Q2: 12,628 shares; 2025Q3: 11,517 shares; 2025Q4: 13,864 shares; 2026Q1: 14,682 shares 14,682 $8.88M 0.1% +818 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: 8,981 shares; 2024Q4: 18,764 shares; 2025Q1: 36,866 shares; 2025Q2: 22,110 shares; 2025Q3: 29,237 shares; 2025Q4: 46,943 shares; 2026Q1: 55,149 shares 55,149 $8.84M 0.1% +8,206 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: not reported; 2024Q4: not reported; 2025Q1: 66,642 shares; 2025Q2: 63,216 shares; 2025Q3: 63,732 shares; 2025Q4: 64,707 shares; 2026Q1: 81,440 shares 81,440 $8.67M 0.1% +16,733 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,585 shares; 2024Q4: 130,231 shares; 2025Q1: 141,673 shares; 2025Q2: 304,746 shares; 2025Q3: 111,483 shares; 2025Q4: 129,319 shares; 2026Q1: 214,997 shares 214,997 $8.64M 0.1% +85,678 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: 5,520 shares; 2024Q4: 7,284 shares; 2025Q1: 12,161 shares; 2025Q2: 14,103 shares; 2025Q3: 13,508 shares; 2025Q4: 23,321 shares; 2026Q1: 31,772 shares 31,772 $8.6M 0.1% +8,451 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,318 shares; 2024Q4: 122,450 shares; 2025Q1: 166,998 shares; 2025Q2: 338,241 shares; 2025Q3: 160,562 shares; 2025Q4: 158,131 shares; 2026Q1: 189,205 shares 189,205 $8.56M 0.09% +31,074 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: 3,313 shares; 2024Q4: 4,408 shares; 2025Q1: 8,746 shares; 2025Q2: 16,067 shares; 2025Q3: 17,659 shares; 2025Q4: 80,092 shares; 2026Q1: 98,720 shares 98,720 $8.55M 0.09% +18,628 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,335 shares; 2024Q4: 499,008 shares; 2025Q1: 564,813 shares; 2025Q2: 541,156 shares; 2025Q3: 295,973 shares; 2025Q4: 328,707 shares; 2026Q1: 186,329 shares 186,329 $8.54M 0.09% -142,378 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,543 shares; 2024Q4: 293,715 shares; 2025Q1: 174,959 shares; 2025Q2: 339,684 shares; 2025Q3: 147,192 shares; 2025Q4: 135,848 shares; 2026Q1: 90,115 shares 90,115 $8.53M 0.09% -45,733 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 3,114 shares; 2025Q4: 24,357 shares; 2026Q1: 38,949 shares 38,949 $8.44M 0.09% +14,592 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,566 shares; 2025Q4: 221,803 shares; 2026Q1: 286,242 shares 286,242 $8.4M 0.09% +64,439 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: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,390 shares; 2025Q3: 5,125 shares; 2025Q4: 5,918 shares; 2026Q1: 11,973 shares 11,973 $8.35M 0.09% +6,055 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: 1,316 shares; 2024Q4: 1,723 shares; 2025Q1: 4,092 shares; 2025Q2: 3,243 shares; 2025Q3: 7,840 shares; 2025Q4: 25,214 shares; 2026Q1: 28,872 shares 28,872 $8.19M 0.09% +3,658 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,389 shares; 2024Q4: 184,054 shares; 2025Q1: 202,881 shares; 2025Q2: 421,062 shares; 2025Q3: 219,693 shares; 2025Q4: 220,729 shares; 2026Q1: 228,234 shares 228,234 $8.17M 0.09% +7,505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 9,067 shares; 2026Q1: 15,032 shares 15,032 $8.09M 0.09% +5,965 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: 11,655 shares; 2024Q4: 11,741 shares; 2025Q1: 25,068 shares; 2025Q2: 21,312 shares; 2025Q3: 19,853 shares; 2025Q4: 48,485 shares; 2026Q1: 46,530 shares 46,530 $8.07M 0.09% -1,955 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: 19,507 shares; 2024Q4: 19,346 shares; 2025Q1: 133,676 shares; 2025Q2: 88,355 shares; 2025Q3: 87,785 shares; 2025Q4: 84,753 shares; 2026Q1: 59,348 shares 59,348 $8.07M 0.09% -25,405 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,366 shares; 2024Q4: 194,236 shares; 2025Q1: 217,061 shares; 2025Q2: 449,820 shares; 2025Q3: 230,478 shares; 2025Q4: 230,153 shares; 2026Q1: 238,173 shares 238,173 $8.05M 0.09% +8,020 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,913 shares; 2024Q4: 75,770 shares; 2025Q1: 102,933 shares; 2025Q2: 81,971 shares; 2025Q3: 44,475 shares; 2025Q4: 41,604 shares; 2026Q1: 27,122 shares 27,122 $8.04M 0.09% -14,482 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: 15,147 shares; 2024Q4: 13,842 shares; 2025Q1: 26,422 shares; 2025Q2: 15,265 shares; 2025Q3: 12,159 shares; 2025Q4: 27,760 shares; 2026Q1: 30,220 shares 30,220 $8.04M 0.09% +2,460 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,959 shares; 2024Q4: 151,145 shares; 2025Q1: 160,723 shares; 2025Q2: 367,896 shares; 2025Q3: 219,067 shares; 2025Q4: 230,813 shares; 2026Q1: 304,185 shares 304,185 $7.99M 0.09% +73,372 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: 13,988 shares; 2024Q4: 15,604 shares; 2025Q1: 29,814 shares; 2025Q2: 24,320 shares; 2025Q3: 21,019 shares; 2025Q4: 18,828 shares; 2026Q1: 27,847 shares 27,847 $7.99M 0.09% +9,019 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: 13,877 shares; 2024Q4: 15,280 shares; 2025Q1: 90,634 shares; 2025Q2: 99,218 shares; 2025Q3: 76,323 shares; 2025Q4: 100,968 shares; 2026Q1: 110,941 shares 110,941 $7.98M 0.09% +9,973 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: 26,591 shares; 2024Q4: 26,235 shares; 2025Q1: 48,280 shares; 2025Q2: 22,635 shares; 2025Q3: 30,448 shares; 2025Q4: 199,995 shares; 2026Q1: 237,538 shares 237,538 $7.96M 0.09% +37,543 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,198 shares; 2025Q3: 33,684 shares; 2025Q4: 39,138 shares; 2026Q1: 77,615 shares 77,615 $7.94M 0.09% +38,477 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,239 shares 109,239 $7.77M 0.09% new 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: not reported; 2024Q4: 2,979 shares; 2025Q1: 6,686 shares; 2025Q2: 9,101 shares; 2025Q3: 20,379 shares; 2025Q4: 68,502 shares; 2026Q1: 68,493 shares 68,493 $7.77M 0.09% -9 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: 7,253 shares; 2024Q4: 13,317 shares; 2025Q1: 22,554 shares; 2025Q2: 38,118 shares; 2025Q3: 52,101 shares; 2025Q4: 55,520 shares; 2026Q1: 52,684 shares 52,684 $7.75M 0.09% -2,836 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: 9,672 shares; 2024Q4: 12,126 shares; 2025Q1: 18,681 shares; 2025Q2: 8,387 shares; 2025Q3: 11,410 shares; 2025Q4: 34,422 shares; 2026Q1: 37,153 shares 37,153 $7.73M 0.09% +2,731 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,755 shares; 2025Q2: 104,484 shares; 2025Q3: 67,366 shares; 2025Q4: 53,984 shares; 2026Q1: 159,574 shares 159,574 $7.66M 0.08% +105,590 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,768 shares; 2025Q4: 245,943 shares; 2026Q1: 251,974 shares 251,974 $7.58M 0.08% +6,031 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: 8,102 shares; 2024Q4: 8,796 shares; 2025Q1: 16,484 shares; 2025Q2: 14,893 shares; 2025Q3: 13,853 shares; 2025Q4: 38,466 shares; 2026Q1: 37,808 shares 37,808 $7.5M 0.08% -658 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 29,371 shares; 2025Q1: 57,077 shares; 2025Q2: 29,461 shares; 2025Q3: 37,292 shares; 2025Q4: 35,285 shares; 2026Q1: 38,542 shares 38,542 $7.48M 0.08% +3,257 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: 3,137 shares; 2024Q4: 3,750 shares; 2025Q1: 6,586 shares; 2025Q2: 4,988 shares; 2025Q3: 12,269 shares; 2025Q4: 26,806 shares; 2026Q1: 23,134 shares 23,134 $7.36M 0.08% -3,672 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: 6,076 shares; 2024Q4: 21,965 shares; 2025Q1: 29,958 shares; 2025Q2: 28,742 shares; 2025Q3: 66,901 shares; 2025Q4: 133,153 shares; 2026Q1: 150,115 shares 150,115 $7.32M 0.08% +16,962 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: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 1,501 shares; 2025Q3: 7,710 shares; 2025Q4: 21,006 shares; 2026Q1: 30,171 shares 30,171 $7.31M 0.08% +9,165 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,006 shares; 2024Q4: 64,811 shares; 2025Q1: 47,727 shares; 2025Q2: 90,084 shares; 2025Q3: 39,713 shares; 2025Q4: 44,110 shares; 2026Q1: 41,870 shares 41,870 $7.31M 0.08% -2,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,449 shares; 2025Q4: 115,921 shares; 2026Q1: 145,437 shares 145,437 $7.18M 0.08% +29,516 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 6,488 shares; 2025Q4: 21,456 shares; 2026Q1: 26,037 shares 26,037 $7.16M 0.08% +4,581 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: 566 shares; 2024Q4: 1,069 shares; 2025Q1: 1,380 shares; 2025Q2: 1,784 shares; 2025Q3: 9,835 shares; 2025Q4: 9,007 shares; 2026Q1: 14,440 shares 14,440 $7.16M 0.08% +5,433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 59,120 shares; 2025Q4: 90,974 shares; 2026Q1: 86,138 shares 86,138 $7.11M 0.08% -4,836 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: 2,255 shares; 2024Q4: 3,607 shares; 2025Q1: 10,238 shares; 2025Q2: 4,606 shares; 2025Q3: 12,520 shares; 2025Q4: 17,815 shares; 2026Q1: 29,290 shares 29,290 $7.11M 0.08% +11,475 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,104 shares; 2024Q4: 210,161 shares; 2025Q1: 104,660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,035 shares 103,035 $7.1M 0.08% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 23,590 shares; 2025Q1: 26,907 shares; 2025Q2: 50,716 shares; 2025Q3: 13,767 shares; 2025Q4: 23,737 shares; 2026Q1: 118,507 shares 118,507 $7.08M 0.08% +94,770 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,562 shares; 2026Q1: 53,893 shares 53,893 $7.06M 0.08% -4,669 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: 17,338 shares; 2024Q4: 19,003 shares; 2025Q1: 37,840 shares; 2025Q2: 23,387 shares; 2025Q3: 22,168 shares; 2025Q4: 21,847 shares; 2026Q1: 35,615 shares 35,615 $7.06M 0.08% +13,768 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,701 shares; 2024Q4: 254,466 shares; 2025Q1: 189,532 shares; 2025Q2: 288,204 shares; 2025Q3: 104,928 shares; 2025Q4: 103,928 shares; 2026Q1: 124,719 shares 124,719 $7.05M 0.08% +20,791 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,246 shares; 2024Q4: 375,291 shares; 2025Q1: 311,882 shares; 2025Q2: 638,342 shares; 2025Q3: 297,566 shares; 2025Q4: 443,927 shares; 2026Q1: 550,144 shares 550,144 $7.05M 0.08% +106,217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,290 shares; 2025Q3: 47,760 shares; 2025Q4: 83,626 shares; 2026Q1: 140,422 shares 140,422 $7.05M 0.08% +56,796 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: 40,272 shares; 2024Q4: 33,414 shares; 2025Q1: 72,314 shares; 2025Q2: 42,432 shares; 2025Q3: 54,871 shares; 2025Q4: 50,924 shares; 2026Q1: 78,513 shares 78,513 $7.03M 0.08% +27,589 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,830 shares; 2024Q4: 61,266 shares; 2025Q1: 125,976 shares; 2025Q2: 76,232 shares; 2025Q3: 71,845 shares; 2025Q4: 184,160 shares; 2026Q1: 255,382 shares 255,382 $7M 0.08% +71,222 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: 8,712 shares; 2024Q4: 9,016 shares; 2025Q1: 2,958 shares; 2025Q2: 3,761 shares; 2025Q3: 4,402 shares; 2025Q4: 19,282 shares; 2026Q1: 21,725 shares 21,725 $6.96M 0.08% +2,443 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: 1,598 shares; 2024Q4: 1,742 shares; 2025Q1: 4,229 shares; 2025Q2: 1,968 shares; 2025Q3: 4,286 shares; 2025Q4: 11,096 shares; 2026Q1: 16,311 shares 16,311 $6.94M 0.08% +5,215 Timeline AGGY 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: 91,706 shares; 2025Q2: 229,136 shares; 2025Q3: 140,525 shares; 2025Q4: 148,464 shares; 2026Q1: 158,989 shares 158,989 $6.91M 0.08% +10,525 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,275 shares; 2024Q4: 39,870 shares; 2025Q1: 111,454 shares; 2025Q2: 84,526 shares; 2025Q3: 67,415 shares; 2025Q4: 110,747 shares; 2026Q1: 118,025 shares 118,025 $6.9M 0.08% +7,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 80,741 shares; 2026Q1: 68,532 shares 68,532 $6.9M 0.08% -12,209 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: 2,488 shares; 2024Q4: 3,571 shares; 2025Q1: 6,157 shares; 2025Q2: 11,592 shares; 2025Q3: 7,006 shares; 2025Q4: 15,572 shares; 2026Q1: 20,062 shares 20,062 $6.89M 0.08% +4,490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,240 shares; 2025Q3: 56,861 shares; 2025Q4: 140,357 shares; 2026Q1: 149,632 shares 149,632 $6.87M 0.08% +9,275 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,152 shares; 2025Q1: 6,964 shares; 2025Q2: 6,107 shares; 2025Q3: 3,155 shares; 2025Q4: 9,733 shares; 2026Q1: 33,127 shares 33,127 $6.84M 0.08% +23,394 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,224 shares; 2025Q1: 10,844 shares; 2025Q2: 8,517 shares; 2025Q3: 7,496 shares; 2025Q4: 8,898 shares; 2026Q1: 11,611 shares 11,611 $6.84M 0.08% +2,713 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: 40,131 shares; 2025Q1: 74,316 shares; 2025Q2: 42,866 shares; 2025Q3: 42,116 shares; 2025Q4: 48,282 shares; 2026Q1: 55,299 shares 55,299 $6.79M 0.08% +7,017 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: 8,235 shares; 2024Q4: 7,570 shares; 2025Q1: 13,176 shares; 2025Q2: 9,549 shares; 2025Q3: 9,077 shares; 2025Q4: 58,592 shares; 2026Q1: 64,350 shares 64,350 $6.73M 0.07% +5,758 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: 6,101 shares; 2024Q4: 7,409 shares; 2025Q1: 4,380 shares; 2025Q2: 6,304 shares; 2025Q3: 6,442 shares; 2025Q4: 12,870 shares; 2026Q1: 15,539 shares 15,539 $6.72M 0.07% +2,669 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: not reported; 2024Q4: 1,436 shares; 2025Q1: 1,380 shares; 2025Q2: 2,002 shares; 2025Q3: 5,116 shares; 2025Q4: 6,446 shares; 2026Q1: 21,927 shares 21,927 $6.67M 0.07% +15,481 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: 14,075 shares; 2024Q4: 13,705 shares; 2025Q1: 24,244 shares; 2025Q2: 8,759 shares; 2025Q3: 12,410 shares; 2025Q4: 35,368 shares; 2026Q1: 42,610 shares 42,610 $6.62M 0.07% +7,242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,006 shares; 2025Q3: 77,337 shares; 2025Q4: 737,339 shares; 2026Q1: 583,012 shares 583,012 $6.57M 0.07% -154,327 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: not reported; 2024Q4: 9,845 shares; 2025Q1: not reported; 2025Q2: 6,955 shares; 2025Q3: 19,471 shares; 2025Q4: 34,549 shares; 2026Q1: 30,626 shares 30,626 $6.54M 0.07% -3,923 Timeline FTA 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: 122,566 shares; 2024Q4: 123,712 shares; 2025Q1: 113,398 shares; 2025Q2: 202,848 shares; 2025Q3: 98,318 shares; 2025Q4: 96,188 shares; 2026Q1: 70,116 shares 70,116 $6.48M 0.07% -26,072 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,099 shares; 2026Q1: 66,937 shares 66,937 $6.46M 0.07% +57,838 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 21,895 shares; 2025Q4: 54,861 shares; 2026Q1: 67,213 shares 67,213 $6.41M 0.07% +12,352 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: not reported; 2024Q4: 30,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,983 shares; 2025Q4: 100,208 shares; 2026Q1: 112,805 shares 112,805 $6.41M 0.07% +12,597 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: 55,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,862 shares; 2025Q3: not reported; 2025Q4: 189,574 shares; 2026Q1: 345,822 shares 345,822 $6.4M 0.07% +156,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,719 shares; 2025Q4: 31,827 shares; 2026Q1: 34,245 shares 34,245 $6.31M 0.07% +2,418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,488 shares; 2025Q3: 17,427 shares; 2025Q4: 27,220 shares; 2026Q1: 65,440 shares 65,440 $6.31M 0.07% +38,220 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: 55,513 shares; 2024Q4: 61,679 shares; 2025Q1: 136,898 shares; 2025Q2: 97,223 shares; 2025Q3: 63,774 shares; 2025Q4: 127,594 shares; 2026Q1: 133,832 shares 133,832 $6.29M 0.07% +6,238 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,198 shares 138,198 $6.25M 0.07% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,989 shares; 2025Q4: 138,406 shares; 2026Q1: 138,663 shares 138,663 $6.22M 0.07% +257 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: 6,199 shares; 2024Q4: 8,020 shares; 2025Q1: 12,896 shares; 2025Q2: 23,296 shares; 2025Q3: 20,880 shares; 2025Q4: 36,826 shares; 2026Q1: 39,533 shares 39,533 $6.22M 0.07% +2,707 Timeline DTD 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: 44,594 shares; 2025Q2: 112,594 shares; 2025Q3: 63,079 shares; 2025Q4: 67,351 shares; 2026Q1: 71,954 shares 71,954 $6.21M 0.07% +4,603 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,302 shares 87,302 $6.18M 0.07% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,334 shares; 2024Q4: 73,095 shares; 2025Q1: 109,292 shares; 2025Q2: 243,960 shares; 2025Q3: 38,227 shares; 2025Q4: 47,894 shares; 2026Q1: 65,624 shares 65,624 $6.18M 0.07% +17,730 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,222 shares; 2024Q4: 31,676 shares; 2025Q1: 75,374 shares; 2025Q2: 36,742 shares; 2025Q3: 37,496 shares; 2025Q4: 43,497 shares; 2026Q1: 39,119 shares 39,119 $6.18M 0.07% -4,378 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,459 shares; 2026Q1: 241,661 shares 241,661 $6.12M 0.07% +55,202 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 20,169 shares; 2025Q4: 66,102 shares; 2026Q1: 74,041 shares 74,041 $6.1M 0.07% +7,939 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,451 shares; 2026Q1: 25,469 shares 25,469 $6.07M 0.07% +2,018 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: not reported; 2024Q4: 5,182 shares; 2025Q1: 9,694 shares; 2025Q2: 27,314 shares; 2025Q3: 26,906 shares; 2025Q4: 32,287 shares; 2026Q1: 45,869 shares 45,869 $6.05M 0.07% +13,582 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: not reported; 2024Q4: 15,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,551 shares; 2025Q4: 207,308 shares; 2026Q1: 340,840 shares 340,840 $6.05M 0.07% +133,532 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: not reported; 2024Q4: 54,515 shares; 2025Q1: not reported; 2025Q2: 155,286 shares; 2025Q3: 18,505 shares; 2025Q4: 78,817 shares; 2026Q1: 62,234 shares 62,234 $6.04M 0.07% -16,583 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,816 shares; 2025Q4: 77,025 shares; 2026Q1: 70,054 shares 70,054 $6M 0.07% -6,971 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,634 shares; 2025Q3: 30,329 shares; 2025Q4: 87,426 shares; 2026Q1: 260,553 shares 260,553 $5.99M 0.07% +173,127 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: 3,057 shares; 2024Q4: 2,214 shares; 2025Q1: 4,505 shares; 2025Q2: 38,557 shares; 2025Q3: 51,657 shares; 2025Q4: 66,403 shares; 2026Q1: 64,781 shares 64,781 $5.98M 0.07% -1,622 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: not reported; 2024Q4: not reported; 2025Q1: 10,690 shares; 2025Q2: 484,363 shares; 2025Q3: 22,687 shares; 2025Q4: 62,651 shares; 2026Q1: 66,781 shares 66,781 $5.89M 0.07% +4,130 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,842 shares; 2025Q4: 83,409 shares; 2026Q1: 77,784 shares 77,784 $5.8M 0.06% -5,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,361 shares; 2025Q3: 5,836 shares; 2025Q4: 11,372 shares; 2026Q1: 16,945 shares 16,945 $5.79M 0.06% +5,573 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,867 shares; 2024Q4: 132,921 shares; 2025Q1: 267,102 shares; 2025Q2: 133,402 shares; 2025Q3: 132,594 shares; 2025Q4: 127,575 shares; 2026Q1: 129,039 shares 129,039 $5.79M 0.06% +1,464 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,188 shares; 2025Q4: 201,371 shares; 2026Q1: 114,282 shares 114,282 $5.79M 0.06% -87,089 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: 26,009 shares; 2024Q4: 26,623 shares; 2025Q1: 46,036 shares; 2025Q2: 51,948 shares; 2025Q3: 59,896 shares; 2025Q4: 128,397 shares; 2026Q1: 156,945 shares 156,945 $5.77M 0.06% +28,548 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: 20,972 shares; 2024Q4: 20,921 shares; 2025Q1: 41,239 shares; 2025Q2: 20,646 shares; 2025Q3: 18,675 shares; 2025Q4: 15,226 shares; 2026Q1: 19,830 shares 19,830 $5.76M 0.06% +4,604 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,107 shares; 2024Q4: 246,898 shares; 2025Q1: 230,833 shares; 2025Q2: 556,890 shares; 2025Q3: 254,807 shares; 2025Q4: 219,727 shares; 2026Q1: 165,721 shares 165,721 $5.74M 0.06% -54,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,437 shares; 2025Q4: 38,194 shares; 2026Q1: 52,389 shares 52,389 $5.71M 0.06% +14,195 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: 5,780 shares; 2024Q4: 8,158 shares; 2025Q1: 13,238 shares; 2025Q2: 18,613 shares; 2025Q3: 17,609 shares; 2025Q4: 30,485 shares; 2026Q1: 29,949 shares 29,949 $5.68M 0.06% -536 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,966 shares; 2024Q4: 95,130 shares; 2025Q1: 191,538 shares; 2025Q2: 95,601 shares; 2025Q3: 98,459 shares; 2025Q4: 96,620 shares; 2026Q1: 85,567 shares 85,567 $5.67M 0.06% -11,053 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,088 shares; 2025Q3: 83,944 shares; 2025Q4: 84,860 shares; 2026Q1: 84,100 shares 84,100 $5.63M 0.06% -760 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: 18,569 shares; 2024Q4: 90,986 shares; 2025Q1: 190,260 shares; 2025Q2: 184,474 shares; 2025Q3: 155,248 shares; 2025Q4: 265,400 shares; 2026Q1: 270,880 shares 270,880 $5.61M 0.06% +5,480 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 35,088 shares; 2025Q1: 70,732 shares; 2025Q2: 48,636 shares; 2025Q3: 56,465 shares; 2025Q4: 114,997 shares; 2026Q1: 115,666 shares 115,666 $5.57M 0.06% +669 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,811 shares; 2024Q4: 41,872 shares; 2025Q1: 86,940 shares; 2025Q2: 59,087 shares; 2025Q3: 68,862 shares; 2025Q4: 120,052 shares; 2026Q1: 167,471 shares 167,471 $5.55M 0.06% +47,419 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: 42,358 shares; 2024Q4: 42,411 shares; 2025Q1: 85,006 shares; 2025Q2: 45,956 shares; 2025Q3: 52,974 shares; 2025Q4: 79,424 shares; 2026Q1: 83,972 shares 83,972 $5.54M 0.06% +4,548 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: not reported; 2024Q4: 9,207 shares; 2025Q1: 9,184 shares; 2025Q2: 42,048 shares; 2025Q3: 41,368 shares; 2025Q4: 39,794 shares; 2026Q1: 69,561 shares 69,561 $5.54M 0.06% +29,767 Timeline QTEC 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: 32,409 shares; 2024Q4: 33,062 shares; 2025Q1: 30,474 shares; 2025Q2: 54,738 shares; 2025Q3: 26,552 shares; 2025Q4: 26,015 shares; 2026Q1: 25,421 shares 25,421 $5.49M 0.06% -594 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: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 4,662 shares; 2026Q1: 7,730 shares 7,730 $5.48M 0.06% +3,068 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9,649 shares; 2025Q1: 18,470 shares; 2025Q2: 7,373 shares; 2025Q3: 8,331 shares; 2025Q4: 11,606 shares; 2026Q1: 10,058 shares 10,058 $5.46M 0.06% -1,548 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,925 shares; 2025Q1: 42,798 shares; 2025Q2: 30,301 shares; 2025Q3: 22,346 shares; 2025Q4: 25,915 shares; 2026Q1: 18,136 shares 18,136 $5.46M 0.06% -7,779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,835 shares 58,835 $5.45M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,524 shares; 2025Q4: 103,400 shares; 2026Q1: 132,739 shares 132,739 $5.45M 0.06% +29,339 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,765 shares; 2025Q4: 58,114 shares; 2026Q1: 58,777 shares 58,777 $5.39M 0.06% +663 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: 93,792 shares; 2024Q4: 97,541 shares; 2025Q1: 196,436 shares; 2025Q2: 97,996 shares; 2025Q3: 105,586 shares; 2025Q4: 118,985 shares; 2026Q1: 100,558 shares 100,558 $5.37M 0.06% -18,427 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,182 shares; 2024Q4: 295,539 shares; 2025Q1: 293,400 shares; 2025Q2: 615,294 shares; 2025Q3: 274,440 shares; 2025Q4: 270,668 shares; 2026Q1: 251,030 shares 251,030 $5.33M 0.06% -19,638 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: 945 shares; 2024Q4: 1,048 shares; 2025Q1: 3,291 shares; 2025Q2: 8,093 shares; 2025Q3: 3,177 shares; 2025Q4: 9,618 shares; 2026Q1: 9,702 shares 9,702 $5.33M 0.06% +84 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: 5,342 shares; 2024Q4: 5,375 shares; 2025Q1: 10,252 shares; 2025Q2: 5,273 shares; 2025Q3: 6,564 shares; 2025Q4: 6,867 shares; 2026Q1: 7,794 shares 7,794 $5.32M 0.06% +927 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC 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: 367,557 shares; 2026Q1: 367,153 shares 367,153 $5.31M 0.06% -404 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,780 shares; 2024Q4: 39,719 shares; 2025Q1: 88,590 shares; 2025Q2: 63,739 shares; 2025Q3: 71,725 shares; 2025Q4: 66,984 shares; 2026Q1: 85,828 shares 85,828 $5.31M 0.06% +18,844 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: 40,780 shares; 2024Q4: 37,499 shares; 2025Q1: 78,584 shares; 2025Q2: 40,802 shares; 2025Q3: 48,628 shares; 2025Q4: 98,532 shares; 2026Q1: 91,948 shares 91,948 $5.3M 0.06% -6,584 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 8,364 shares; 2025Q3: 42,218 shares; 2025Q4: 54,471 shares; 2026Q1: 66,828 shares 66,828 $5.3M 0.06% +12,357 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,603 shares; 2024Q4: 404,133 shares; 2025Q1: 404,420 shares; 2025Q2: 702,586 shares; 2025Q3: 365,014 shares; 2025Q4: 199,955 shares; 2026Q1: 111,308 shares 111,308 $5.3M 0.06% -88,647 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 99,503 shares; 2025Q4: 167,820 shares; 2026Q1: 134,305 shares 134,305 $5.25M 0.06% -33,515 Timeline BALT 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: 7,295 shares; 2025Q2: 8,345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,798 shares 156,798 $5.25M 0.06% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,958 shares; 2024Q4: 56,180 shares; 2025Q1: 106,350 shares; 2025Q2: 86,520 shares; 2025Q3: 102,057 shares; 2025Q4: 234,859 shares; 2026Q1: 246,936 shares 246,936 $5.23M 0.06% +12,077 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,742 shares; 2024Q4: 35,082 shares; 2025Q1: 24,336 shares; 2025Q2: 49,636 shares; 2025Q3: 24,308 shares; 2025Q4: 30,244 shares; 2026Q1: 26,002 shares 26,002 $5.2M 0.06% -4,242 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,739 shares; 2024Q4: 102,928 shares; 2025Q1: 91,056 shares; 2025Q2: 197,597 shares; 2025Q3: 117,249 shares; 2025Q4: 129,990 shares; 2026Q1: 109,266 shares 109,266 $5.19M 0.06% -20,724 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,579 shares 160,579 $5.16M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,061 shares; 2025Q4: 69,264 shares; 2026Q1: 77,342 shares 77,342 $5.14M 0.06% +8,078 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,435 shares; 2024Q4: 18,826 shares; 2025Q1: 42,578 shares; 2025Q2: 21,275 shares; 2025Q3: 21,804 shares; 2025Q4: 20,428 shares; 2026Q1: 19,191 shares 19,191 $5.11M 0.06% -1,237 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,848 shares; 2025Q4: 123,775 shares; 2026Q1: 161,044 shares 161,044 $5.08M 0.06% +37,269 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: 6,691 shares; 2024Q4: 6,564 shares; 2025Q1: 13,646 shares; 2025Q2: 7,263 shares; 2025Q3: 7,203 shares; 2025Q4: 47,510 shares; 2026Q1: 43,712 shares 43,712 $5.06M 0.06% -3,798 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,190 shares; 2026Q1: 142,232 shares 142,232 $5.05M 0.06% +19,042 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: 6,778 shares; 2024Q4: 6,027 shares; 2025Q1: 11,201 shares; 2025Q2: 12,160 shares; 2025Q3: 11,845 shares; 2025Q4: 23,950 shares; 2026Q1: 24,784 shares 24,784 $5.04M 0.06% +834 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: 2,320 shares; 2024Q4: 3,098 shares; 2025Q1: 2,851 shares; 2025Q2: 4,444 shares; 2025Q3: 15,768 shares; 2025Q4: 34,213 shares; 2026Q1: 34,279 shares 34,279 $5M 0.06% +66 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,618 shares; 2026Q1: 59,185 shares 59,185 $5M 0.06% +8,567 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: 22,281 shares; 2026Q1: 43,303 shares 43,303 $5M 0.06% +21,022 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 22,701 shares; 2025Q1: 32,183 shares; 2025Q2: 38,965 shares; 2025Q3: 31,493 shares; 2025Q4: 60,054 shares; 2026Q1: 63,155 shares 63,155 $4.97M 0.06% +3,101 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,605 shares; 2026Q1: 31,986 shares 31,986 $4.96M 0.06% +29,381 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: 11,743 shares; 2024Q4: 10,538 shares; 2025Q1: 14,778 shares; 2025Q2: 16,444 shares; 2025Q3: 25,373 shares; 2025Q4: 24,829 shares; 2026Q1: 37,521 shares 37,521 $4.96M 0.05% +12,692 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141,777 shares; 2025Q4: 145,608 shares; 2026Q1: 164,344 shares 164,344 $4.9M 0.05% +18,736 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: not reported; 2024Q4: not reported; 2025Q1: 173,521 shares; 2025Q2: 133,966 shares; 2025Q3: 140,905 shares; 2025Q4: 64,972 shares; 2026Q1: 65,714 shares 65,714 $4.89M 0.05% +742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,377 shares; 2025Q4: 21,221 shares; 2026Q1: 30,162 shares 30,162 $4.88M 0.05% +8,941 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,219 shares; 2026Q1: 19,903 shares 19,903 $4.88M 0.05% -3,316 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: not reported; 2024Q4: 693 shares; 2025Q1: 4,966 shares; 2025Q2: 9,855 shares; 2025Q3: 7,499 shares; 2025Q4: 9,423 shares; 2026Q1: 8,622 shares 8,622 $4.86M 0.05% -801 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,337 shares; 2024Q4: 61,954 shares; 2025Q1: 127,248 shares; 2025Q2: 63,101 shares; 2025Q3: 68,302 shares; 2025Q4: 59,529 shares; 2026Q1: 67,853 shares 67,853 $4.85M 0.05% +8,324 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,261 shares; 2024Q4: 30,258 shares; 2025Q1: 60,732 shares; 2025Q2: 43,178 shares; 2025Q3: 37,675 shares; 2025Q4: 36,421 shares; 2026Q1: 33,169 shares 33,169 $4.82M 0.05% -3,252 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 9,069 shares; 2025Q1: 17,398 shares; 2025Q2: 12,628 shares; 2025Q3: 12,081 shares; 2025Q4: 12,724 shares; 2026Q1: 13,709 shares 13,709 $4.82M 0.05% +985 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344,796 shares 344,796 $4.8M 0.05% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,766 shares 53,766 $4.79M 0.05% new 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: 19,028 shares; 2024Q4: 19,227 shares; 2025Q1: 33,674 shares; 2025Q2: not reported; 2025Q3: 6,202 shares; 2025Q4: 49,742 shares; 2026Q1: 48,007 shares 48,007 $4.72M 0.05% -1,735 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 13,542 shares; 2025Q1: 31,008 shares; 2025Q2: 15,506 shares; 2025Q3: 17,314 shares; 2025Q4: 12,980 shares; 2026Q1: 23,130 shares 23,130 $4.68M 0.05% +10,150 Timeline BLSH BULLISH More: the full row for BULLISH 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: 42,716 shares; 2025Q4: 79,588 shares; 2026Q1: 129,818 shares 129,818 $4.64M 0.05% +50,230 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,998 shares; 2025Q4: 54,563 shares; 2026Q1: 70,977 shares 70,977 $4.59M 0.05% +16,414 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: 39,524 shares; 2024Q4: 49,834 shares; 2025Q1: 112,988 shares; 2025Q2: 67,962 shares; 2025Q3: 61,547 shares; 2025Q4: 119,901 shares; 2026Q1: 82,462 shares 82,462 $4.55M 0.05% -37,439 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: 44,700 shares; 2026Q1: 49,874 shares 49,874 $4.54M 0.05% +5,174 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: 6,138 shares; 2024Q4: 9,598 shares; 2025Q1: 8,740 shares; 2025Q2: 8,617 shares; 2025Q3: 6,270 shares; 2025Q4: 7,877 shares; 2026Q1: 9,244 shares 9,244 $4.48M 0.05% +1,367 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,667 shares; 2024Q4: 203,921 shares; 2025Q1: 203,040 shares; 2025Q2: 450,848 shares; 2025Q3: 219,821 shares; 2025Q4: 201,228 shares; 2026Q1: 98,340 shares 98,340 $4.47M 0.05% -102,888 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,313 shares; 2025Q3: 12,288 shares; 2025Q4: 447,652 shares; 2026Q1: 490,065 shares 490,065 $4.47M 0.05% +42,413 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,811 shares; 2024Q4: 92,329 shares; 2025Q1: 187,880 shares; 2025Q2: 112,499 shares; 2025Q3: 177,078 shares; 2025Q4: 399,843 shares; 2026Q1: 298,091 shares 298,091 $4.44M 0.05% -101,752 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: 8,781 shares; 2024Q4: 9,385 shares; 2025Q1: 18,402 shares; 2025Q2: 9,487 shares; 2025Q3: 12,331 shares; 2025Q4: 16,147 shares; 2026Q1: 15,176 shares 15,176 $4.43M 0.05% -971 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: 6,871 shares; 2024Q4: 6,815 shares; 2025Q1: 13,626 shares; 2025Q2: 6,462 shares; 2025Q3: 8,317 shares; 2025Q4: 14,454 shares; 2026Q1: 17,638 shares 17,638 $4.42M 0.05% +3,184 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: 10,059 shares; 2024Q4: 13,123 shares; 2025Q1: 22,073 shares; 2025Q2: 46,518 shares; 2025Q3: 34,066 shares; 2025Q4: 43,161 shares; 2026Q1: 42,953 shares 42,953 $4.41M 0.05% -208 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,509 shares; 2025Q2: 100,296 shares; 2025Q3: 43,265 shares; 2025Q4: 46,164 shares; 2026Q1: 50,044 shares 50,044 $4.4M 0.05% +3,880 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 9,290 shares; 2025Q3: 1,135 shares; 2025Q4: 16,876 shares; 2026Q1: 22,364 shares 22,364 $4.38M 0.05% +5,488 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,389 shares; 2024Q4: 113,138 shares; 2025Q1: 113,747 shares; 2025Q2: 209,700 shares; 2025Q3: 107,348 shares; 2025Q4: 99,609 shares; 2026Q1: 48,088 shares 48,088 $4.37M 0.05% -51,521 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,733 shares 82,733 $4.34M 0.05% new Timeline QQEW 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: 37,111 shares; 2024Q4: 37,490 shares; 2025Q1: 34,271 shares; 2025Q2: 60,958 shares; 2025Q3: 29,402 shares; 2025Q4: 34,413 shares; 2026Q1: 34,103 shares 34,103 $4.33M 0.05% -310 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,257 shares; 2024Q4: 11,640 shares; 2025Q1: 23,308 shares; 2025Q2: 11,602 shares; 2025Q3: 11,794 shares; 2025Q4: 12,300 shares; 2026Q1: 11,831 shares 11,831 $4.3M 0.05% -469 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: 10,692 shares; 2024Q4: 10,706 shares; 2025Q1: 23,452 shares; 2025Q2: 10,292 shares; 2025Q3: 11,474 shares; 2025Q4: 33,639 shares; 2026Q1: 22,764 shares 22,764 $4.25M 0.05% -10,875 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: 38,794 shares; 2024Q4: 39,752 shares; 2025Q1: 80,664 shares; 2025Q2: 85,807 shares; 2025Q3: 81,025 shares; 2025Q4: 79,733 shares; 2026Q1: 91,312 shares 91,312 $4.24M 0.05% +11,579 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,902 shares; 2024Q4: 173,152 shares; 2025Q1: 154,521 shares; 2025Q2: 323,000 shares; 2025Q3: 166,297 shares; 2025Q4: 196,036 shares; 2026Q1: 176,865 shares 176,865 $4.21M 0.05% -19,171 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 39,927 shares; 2026Q1: 53,875 shares 53,875 $4.17M 0.05% +13,948 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: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,771 shares; 2025Q3: 10,707 shares; 2025Q4: 10,411 shares; 2026Q1: 35,031 shares 35,031 $4.16M 0.05% +24,620 Timeline PJUL 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: 76,311 shares; 2025Q4: 75,393 shares; 2026Q1: 89,937 shares 89,937 $4.13M 0.05% +14,544 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,779 shares; 2024Q4: 32,736 shares; 2025Q1: 62,884 shares; 2025Q2: 29,109 shares; 2025Q3: 29,220 shares; 2025Q4: 28,950 shares; 2026Q1: 23,914 shares 23,914 $4.1M 0.05% -5,036 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,914 shares; 2026Q1: 10,409 shares 10,409 $4.1M 0.05% +495 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 23,429 shares; 2025Q3: 22,524 shares; 2025Q4: 38,697 shares; 2026Q1: 64,385 shares 64,385 $4.09M 0.05% +25,688 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,215 shares; 2025Q4: 44,794 shares; 2026Q1: 66,204 shares 66,204 $4.06M 0.04% +21,410 Timeline PFEB 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: 83,578 shares; 2025Q4: 83,096 shares; 2026Q1: 100,189 shares 100,189 $4.02M 0.04% +17,093 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,290 shares; 2024Q4: 40,700 shares; 2025Q1: 81,914 shares; 2025Q2: 41,600 shares; 2025Q3: 50,294 shares; 2025Q4: 47,475 shares; 2026Q1: 40,323 shares 40,323 $3.97M 0.04% -7,152 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,131 shares; 2025Q4: 122,141 shares; 2026Q1: 129,214 shares 129,214 $3.96M 0.04% +7,073 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: 33,633 shares; 2024Q4: 48,490 shares; 2025Q1: 93,720 shares; 2025Q2: 50,121 shares; 2025Q3: 50,314 shares; 2025Q4: 41,849 shares; 2026Q1: 42,367 shares 42,367 $3.96M 0.04% +518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,791 shares; 2025Q3: 3,207 shares; 2025Q4: 47,685 shares; 2026Q1: 42,407 shares 42,407 $3.96M 0.04% -5,278 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: 1,140 shares; 2024Q4: 1,165 shares; 2025Q1: 2,182 shares; 2025Q2: 11,683 shares; 2025Q3: 13,292 shares; 2025Q4: 11,480 shares; 2026Q1: 12,112 shares 12,112 $3.95M 0.04% +632 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,180 shares; 2024Q4: 34,153 shares; 2025Q1: 23,960 shares; 2025Q2: 47,522 shares; 2025Q3: 41,157 shares; 2025Q4: 95,597 shares; 2026Q1: 97,367 shares 97,367 $3.95M 0.04% +1,770 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S 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: 4,721 shares; 2025Q3: 3,119 shares; 2025Q4: 35,509 shares; 2026Q1: 35,445 shares 35,445 $3.94M 0.04% -64 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: not reported; 2024Q4: 3,392 shares; 2025Q1: 3,099 shares; 2025Q2: not reported; 2025Q3: 5,526 shares; 2025Q4: 35,649 shares; 2026Q1: 48,613 shares 48,613 $3.86M 0.04% +12,964 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,971 shares; 2024Q4: 51,852 shares; 2025Q1: 99,608 shares; 2025Q2: 46,098 shares; 2025Q3: 46,246 shares; 2025Q4: 43,632 shares; 2026Q1: 41,311 shares 41,311 $3.86M 0.04% -2,321 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,952 shares; 2026Q1: 84,264 shares 84,264 $3.86M 0.04% +2,312 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 27,457 shares; 2025Q1: 50,926 shares; 2025Q2: 25,871 shares; 2025Q3: 56,469 shares; 2025Q4: 195,493 shares; 2026Q1: 154,842 shares 154,842 $3.85M 0.04% -40,651 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,748 shares; 2025Q3: 6,137 shares; 2025Q4: not reported; 2026Q1: 67,968 shares 67,968 $3.85M 0.04% new 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: 3,683 shares; 2024Q4: 3,855 shares; 2025Q1: 7,726 shares; 2025Q2: 20,185 shares; 2025Q3: 6,557 shares; 2025Q4: 11,700 shares; 2026Q1: 42,392 shares 42,392 $3.84M 0.04% +30,692 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,739 shares; 2024Q4: 19,914 shares; 2025Q1: 49,594 shares; 2025Q2: 27,240 shares; 2025Q3: 28,869 shares; 2025Q4: 41,275 shares; 2026Q1: 51,609 shares 51,609 $3.84M 0.04% +10,334 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,062 shares; 2024Q4: 20,015 shares; 2025Q1: 38,678 shares; 2025Q2: 17,881 shares; 2025Q3: 17,951 shares; 2025Q4: 17,019 shares; 2026Q1: 15,297 shares 15,297 $3.83M 0.04% -1,722 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 44,440 shares; 2026Q1: 47,729 shares 47,729 $3.82M 0.04% +3,289 Timeline MKSI MKS INC. More: the full row for MKS 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: 3,070 shares; 2025Q3: not reported; 2025Q4: 14,460 shares; 2026Q1: 16,548 shares 16,548 $3.8M 0.04% +2,088 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,439 shares; 2024Q4: 367,320 shares; 2025Q1: 346,659 shares; 2025Q2: 799,770 shares; 2025Q3: 408,896 shares; 2025Q4: 380,041 shares; 2026Q1: 171,007 shares 171,007 $3.8M 0.04% -209,034 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,207 shares; 2026Q1: 12,988 shares 12,988 $3.78M 0.04% +781 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,844 shares; 2024Q4: 18,056 shares; 2025Q1: 33,458 shares; 2025Q2: 15,481 shares; 2025Q3: 15,543 shares; 2025Q4: 14,674 shares; 2026Q1: 12,976 shares 12,976 $3.77M 0.04% -1,698 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,948 shares; 2025Q2: not reported; 2025Q3: 11,167 shares; 2025Q4: not reported; 2026Q1: 40,180 shares 40,180 $3.77M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,385 shares; 2025Q4: 65,401 shares; 2026Q1: 71,541 shares 71,541 $3.77M 0.04% +6,140 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,292 shares; 2025Q2: 30,934 shares; 2025Q3: 14,967 shares; 2025Q4: 14,646 shares; 2026Q1: 15,897 shares 15,897 $3.72M 0.04% +1,251 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 26,007 shares; 2025Q1: 65,308 shares; 2025Q2: 32,627 shares; 2025Q3: 34,133 shares; 2025Q4: 33,410 shares; 2026Q1: 44,967 shares 44,967 $3.69M 0.04% +11,557 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,340 shares; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 32,833 shares 32,833 $3.69M 0.04% +30,532 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 143,899 shares; 2026Q1: 151,823 shares 151,823 $3.69M 0.04% +7,924 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: not reported; 2024Q4: not reported; 2025Q1: 78,258 shares; 2025Q2: 175,944 shares; 2025Q3: 244,473 shares; 2025Q4: 93,809 shares; 2026Q1: 126,282 shares 126,282 $3.68M 0.04% +32,473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 8,435 shares; 2025Q4: 15,706 shares; 2026Q1: 25,156 shares 25,156 $3.65M 0.04% +9,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,872 shares; 2025Q4: 37,100 shares; 2026Q1: 41,077 shares 41,077 $3.64M 0.04% +3,977 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: 12,132 shares; 2024Q4: 29,153 shares; 2025Q1: not reported; 2025Q2: 115,354 shares; 2025Q3: 55,823 shares; 2025Q4: 353,534 shares; 2026Q1: 167,588 shares 167,588 $3.63M 0.04% -185,946 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,853 shares; 2025Q4: 51,023 shares; 2026Q1: 48,643 shares 48,643 $3.62M 0.04% -2,380 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,148 shares; 2025Q2: 25,350 shares; 2025Q3: 26,985 shares; 2025Q4: 122,813 shares; 2026Q1: 139,384 shares 139,384 $3.61M 0.04% +16,571 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,618 shares; 2025Q1: 5,302 shares; 2025Q2: 16,311 shares; 2025Q3: 8,336 shares; 2025Q4: 18,938 shares; 2026Q1: 28,603 shares 28,603 $3.6M 0.04% +9,665 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: 3,061 shares; 2024Q4: 2,829 shares; 2025Q1: 5,494 shares; 2025Q2: 2,385 shares; 2025Q3: 2,027 shares; 2025Q4: 10,241 shares; 2026Q1: 10,585 shares 10,585 $3.59M 0.04% +344 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: 2,596 shares; 2024Q4: 2,344 shares; 2025Q1: 4,504 shares; 2025Q2: 4,065 shares; 2025Q3: 4,587 shares; 2025Q4: 6,329 shares; 2026Q1: 9,154 shares 9,154 $3.57M 0.04% +2,825 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,582 shares 34,582 $3.57M 0.04% new 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: 25,495 shares; 2024Q4: 33,677 shares; 2025Q1: 68,158 shares; 2025Q2: 67,025 shares; 2025Q3: 62,799 shares; 2025Q4: 276,993 shares; 2026Q1: 136,423 shares 136,423 $3.55M 0.04% -140,570 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,395 shares; 2024Q4: 12,844 shares; 2025Q1: 25,770 shares; 2025Q2: 8,370 shares; 2025Q3: 8,437 shares; 2025Q4: 8,147 shares; 2026Q1: 7,613 shares 7,613 $3.53M 0.04% -534 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 14,298 shares; 2025Q4: 20,003 shares; 2026Q1: 17,494 shares 17,494 $3.53M 0.04% -2,509 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 7,530 shares; 2025Q1: 14,466 shares; 2025Q2: 7,712 shares; 2025Q3: 9,315 shares; 2025Q4: 27,779 shares; 2026Q1: 27,312 shares 27,312 $3.52M 0.04% -467 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,942 shares; 2025Q4: 187,300 shares; 2026Q1: 185,947 shares 185,947 $3.49M 0.04% -1,353 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,868 shares; 2024Q4: 234,595 shares; 2025Q1: 213,304 shares; 2025Q2: 433,164 shares; 2025Q3: 210,886 shares; 2025Q4: 204,781 shares; 2026Q1: 96,126 shares 96,126 $3.47M 0.04% -108,655 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,086 shares 72,086 $3.47M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608 shares; 2025Q3: 5,229 shares; 2025Q4: 7,003 shares; 2026Q1: 26,174 shares 26,174 $3.43M 0.04% +19,171 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,046 shares; 2024Q4: 19,931 shares; 2025Q1: 39,930 shares; 2025Q2: 23,614 shares; 2025Q3: 19,809 shares; 2025Q4: 19,387 shares; 2026Q1: 19,038 shares 19,038 $3.43M 0.04% -349 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: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: 5,330 shares; 2025Q4: 12,287 shares; 2026Q1: 16,009 shares 16,009 $3.42M 0.04% +3,722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,927 shares; 2025Q3: 1,843 shares; 2025Q4: 8,160 shares; 2026Q1: 24,327 shares 24,327 $3.39M 0.04% +16,167 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,192 shares; 2026Q1: 19,288 shares 19,288 $3.38M 0.04% -7,904 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: not reported; 2024Q4: 2,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,069 shares; 2026Q1: 13,645 shares 13,645 $3.38M 0.04% +576 Timeline DEM 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: 42,298 shares; 2025Q2: 106,230 shares; 2025Q3: 59,888 shares; 2025Q4: 63,920 shares; 2026Q1: 67,941 shares 67,941 $3.38M 0.04% +4,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,875 shares; 2025Q3: 4,846 shares; 2025Q4: 8,214 shares; 2026Q1: 16,157 shares 16,157 $3.35M 0.04% +7,943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,042 shares; 2025Q3: not reported; 2025Q4: 10,868 shares; 2026Q1: 17,305 shares 17,305 $3.32M 0.04% +6,437 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,070 shares; 2025Q4: 29,268 shares; 2026Q1: 28,819 shares 28,819 $3.31M 0.04% -449 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM 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: 28,096 shares; 2025Q4: 68,924 shares; 2026Q1: 99,060 shares 99,060 $3.31M 0.04% +30,136 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: 579 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 566 shares; 2025Q3: 506 shares; 2025Q4: 1,810 shares; 2026Q1: 1,911 shares 1,911 $3.3M 0.04% +101 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: 25,783 shares; 2024Q4: 25,907 shares; 2025Q1: 54,354 shares; 2025Q2: 27,065 shares; 2025Q3: 27,121 shares; 2025Q4: 25,386 shares; 2026Q1: 35,736 shares 35,736 $3.29M 0.04% +10,350 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: 68 shares; 2024Q4: 93 shares; 2025Q1: 196 shares; 2025Q2: 603 shares; 2025Q3: 221 shares; 2025Q4: 624 shares; 2026Q1: 780 shares 780 $3.29M 0.04% +156 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 24,418 shares; 2025Q1: 47,104 shares; 2025Q2: 21,788 shares; 2025Q3: 21,873 shares; 2025Q4: 20,670 shares; 2026Q1: 18,581 shares 18,581 $3.28M 0.04% -2,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,118 shares; 2025Q3: 2,880 shares; 2025Q4: 4,793 shares; 2026Q1: 10,391 shares 10,391 $3.26M 0.04% +5,598 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: 2,495 shares; 2024Q4: 4,973 shares; 2025Q1: 7,671 shares; 2025Q2: 5,396 shares; 2025Q3: 9,748 shares; 2025Q4: 30,867 shares; 2026Q1: 22,813 shares 22,813 $3.26M 0.04% -8,054 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: 40,747 shares; 2024Q4: 62,420 shares; 2025Q1: 99,997 shares; 2025Q2: 148,193 shares; 2025Q3: 68,712 shares; 2025Q4: 335,837 shares; 2026Q1: 325,158 shares 325,158 $3.25M 0.04% -10,679 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,014 shares; 2024Q4: 7,636 shares; 2025Q1: 20,642 shares; 2025Q2: 22,366 shares; 2025Q3: 18,328 shares; 2025Q4: 49,262 shares; 2026Q1: 38,448 shares 38,448 $3.25M 0.04% -10,814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,421 shares; 2025Q4: 67,872 shares; 2026Q1: 73,662 shares 73,662 $3.25M 0.04% +5,790 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,464 shares; 2026Q1: 27,561 shares 27,561 $3.23M 0.04% +2,097 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,035 shares; 2026Q1: 68,059 shares 68,059 $3.2M 0.04% -2,976 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,997 shares 76,997 $3.2M 0.04% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,705 shares; 2026Q1: 48,993 shares 48,993 $3.2M 0.04% +288 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,697 shares; 2025Q4: 52,564 shares; 2026Q1: 63,348 shares 63,348 $3.19M 0.04% +10,784 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,405 shares; 2025Q1: 13,492 shares; 2025Q2: 40,529 shares; 2025Q3: 30,702 shares; 2025Q4: 33,332 shares; 2026Q1: 70,547 shares 70,547 $3.19M 0.04% +37,215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,884 shares; 2026Q1: 60,565 shares 60,565 $3.18M 0.04% +56,681 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 5,773 shares; 2025Q3: not reported; 2025Q4: 48,928 shares; 2026Q1: 42,192 shares 42,192 $3.18M 0.04% -6,736 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 1,085 shares; 2025Q4: 8,778 shares; 2026Q1: 9,589 shares 9,589 $3.17M 0.04% +811 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,322 shares; 2025Q4: 56,935 shares; 2026Q1: 57,760 shares 57,760 $3.15M 0.03% +825 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445,811 shares; 2026Q1: 284,695 shares 284,695 $3.15M 0.03% -161,116 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 13,384 shares; 2025Q1: not reported; 2025Q2: 7,186 shares; 2025Q3: 2,522 shares; 2025Q4: 15,988 shares; 2026Q1: 15,966 shares 15,966 $3.14M 0.03% -22 Timeline FTC 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: 22,796 shares; 2024Q4: 23,103 shares; 2025Q1: 21,193 shares; 2025Q2: 38,022 shares; 2025Q3: 18,432 shares; 2025Q4: 20,601 shares; 2026Q1: 20,180 shares 20,180 $3.11M 0.03% -421 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: 6,139 shares; 2024Q4: 5,793 shares; 2025Q1: 12,388 shares; 2025Q2: 8,763 shares; 2025Q3: 9,428 shares; 2025Q4: 7,822 shares; 2026Q1: 6,957 shares 6,957 $3.11M 0.03% -865 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: 2,169 shares; 2024Q4: 2,146 shares; 2025Q1: 4,713 shares; 2025Q2: 7,840 shares; 2025Q3: 7,809 shares; 2025Q4: 5,154 shares; 2026Q1: 7,142 shares 7,142 $3.1M 0.03% +1,988 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,905 shares; 2024Q4: 138,799 shares; 2025Q1: 43,559 shares; 2025Q2: 75,868 shares; 2025Q3: 38,075 shares; 2025Q4: 51,810 shares; 2026Q1: 51,443 shares 51,443 $3.1M 0.03% -367 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,991 shares; 2025Q2: 36,344 shares; 2025Q3: 79,429 shares; 2025Q4: 36,281 shares; 2026Q1: 59,267 shares 59,267 $3.09M 0.03% +22,986 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297,887 shares; 2026Q1: 302,709 shares 302,709 $3.08M 0.03% +4,822 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: 24,878 shares; 2024Q4: 23,830 shares; 2025Q1: 45,286 shares; 2025Q2: 19,739 shares; 2025Q3: 19,550 shares; 2025Q4: 38,207 shares; 2026Q1: 31,581 shares 31,581 $3.07M 0.03% -6,626 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,949 shares; 2025Q3: 48,915 shares; 2025Q4: 48,323 shares; 2026Q1: 47,006 shares 47,006 $3.07M 0.03% -1,317 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 19,615 shares; 2025Q4: 94,356 shares; 2026Q1: 118,233 shares 118,233 $3.05M 0.03% +23,877 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,261 shares; 2025Q1: 6,448 shares; 2025Q2: 2,709 shares; 2025Q3: 15,470 shares; 2025Q4: 20,775 shares; 2026Q1: 24,316 shares 24,316 $3.05M 0.03% +3,541 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: 12,135 shares; 2024Q4: 21,149 shares; 2025Q1: 42,758 shares; 2025Q2: 30,802 shares; 2025Q3: 17,891 shares; 2025Q4: 50,368 shares; 2026Q1: 43,850 shares 43,850 $3.04M 0.03% -6,518 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 4,004 shares; 2025Q3: 2,055 shares; 2025Q4: 11,726 shares; 2026Q1: 16,344 shares 16,344 $3.02M 0.03% +4,618 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: not reported; 2024Q4: 1,699 shares; 2025Q1: 7,042 shares; 2025Q2: 3,745 shares; 2025Q3: 3,551 shares; 2025Q4: 7,373 shares; 2026Q1: 7,534 shares 7,534 $3M 0.03% +161 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: 280,271 shares; 2024Q4: 281,365 shares; 2025Q1: 498,500 shares; 2025Q2: 457,832 shares; 2025Q3: 306,442 shares; 2025Q4: 417,677 shares; 2026Q1: 264,957 shares 264,957 $2.99M 0.03% -152,720 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,375 shares; 2025Q2: 56,344 shares; 2025Q3: 44,242 shares; 2025Q4: 47,177 shares; 2026Q1: 50,206 shares 50,206 $2.97M 0.03% +3,029 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: 2,083 shares; 2024Q4: 4,752 shares; 2025Q1: 1,978 shares; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 22,775 shares; 2026Q1: 18,867 shares 18,867 $2.97M 0.03% -3,908 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 19,418 shares; 2025Q3: 18,659 shares; 2025Q4: 17,767 shares; 2026Q1: 29,797 shares 29,797 $2.96M 0.03% +12,030 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: 855 shares; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 2,045 shares; 2025Q4: 5,358 shares; 2026Q1: 5,268 shares 5,268 $2.96M 0.03% -90 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,575 shares; 2024Q4: 19,339 shares; 2025Q1: 45,498 shares; 2025Q2: 22,699 shares; 2025Q3: 23,544 shares; 2025Q4: 19,930 shares; 2026Q1: 22,068 shares 22,068 $2.94M 0.03% +2,138 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 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: 253,152 shares; 2026Q1: 262,784 shares 262,784 $2.93M 0.03% +9,632 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,549 shares; 2024Q4: 34,584 shares; 2025Q1: 88,472 shares; 2025Q2: 49,795 shares; 2025Q3: 50,420 shares; 2025Q4: 89,788 shares; 2026Q1: 98,295 shares 98,295 $2.93M 0.03% +8,507 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: 1,985 shares; 2024Q4: 1,957 shares; 2025Q1: 2,968 shares; 2025Q2: 9,851 shares; 2025Q3: 5,966 shares; 2025Q4: 8,357 shares; 2026Q1: 16,148 shares 16,148 $2.91M 0.03% +7,791 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,881 shares 16,881 $2.89M 0.03% new 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: 20,026 shares; 2024Q4: 9,506 shares; 2025Q1: 17,654 shares; 2025Q2: 7,270 shares; 2025Q3: 4,417 shares; 2025Q4: 3,564 shares; 2026Q1: 3,910 shares 3,910 $2.89M 0.03% +346 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,392 shares; 2025Q1: 2,898 shares; 2025Q2: 1,529 shares; 2025Q3: 1,584 shares; 2025Q4: 8,380 shares; 2026Q1: 8,645 shares 8,645 $2.88M 0.03% +265 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,879 shares; 2024Q4: 30,043 shares; 2025Q1: 61,570 shares; 2025Q2: 30,793 shares; 2025Q3: 29,428 shares; 2025Q4: 23,122 shares; 2026Q1: 27,832 shares 27,832 $2.88M 0.03% +4,710 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,831 shares; 2025Q4: 69,202 shares; 2026Q1: 69,559 shares 69,559 $2.87M 0.03% +357 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,969 shares; 2026Q1: 26,032 shares 26,032 $2.87M 0.03% -2,937 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,161 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 9,484 shares 9,484 $2.87M 0.03% +8,635 Timeline