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: 867,033 shares; 2024Q4: 918,204 shares; 2025Q1: 1,025,848 shares; 2025Q2: 1,105,028 shares; 2025Q3: 1,141,094 shares; 2025Q4: 1,191,579 shares; 2026Q1: 1,249,076 shares 1,249,076 $816M 6.12% +57,497 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: 614,221 shares; 2024Q4: 636,852 shares; 2025Q1: 676,811 shares; 2025Q2: 716,569 shares; 2025Q3: 733,236 shares; 2025Q4: 736,666 shares; 2026Q1: 773,094 shares 773,094 $338M 2.53% +36,428 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: 554,474 shares; 2024Q4: 679,778 shares; 2025Q1: 894,862 shares; 2025Q2: 900,513 shares; 2025Q3: 970,962 shares; 2025Q4: 1,188,506 shares; 2026Q1: 1,267,737 shares 1,267,737 $322M 2.41% +79,231 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: 810,404 shares; 2024Q4: 840,124 shares; 2025Q1: 891,032 shares; 2025Q2: 917,465 shares; 2025Q3: 932,415 shares; 2025Q4: 1,216,612 shares; 2026Q1: 1,254,222 shares 1,254,222 $270M 2.02% +37,610 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: 274,639 shares; 2024Q4: 714,717 shares; 2025Q1: 903,602 shares; 2025Q2: 902,972 shares; 2025Q3: 941,779 shares; 2025Q4: 1,205,761 shares; 2026Q1: 1,328,418 shares 1,328,418 $232M 1.74% +122,657 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: 155,686 shares; 2024Q4: 208,882 shares; 2025Q1: 320,844 shares; 2025Q2: 326,326 shares; 2025Q3: 340,000 shares; 2025Q4: 474,910 shares; 2026Q1: 560,491 shares 560,491 $207M 1.56% +85,581 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,544 shares; 2024Q4: 422,393 shares; 2025Q1: 3,899,687 shares; 2025Q2: 4,015,141 shares; 2025Q3: 4,596,388 shares; 2025Q4: 5,080,421 shares; 2026Q1: 5,395,712 shares 5,395,712 $181M 1.36% +315,291 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: 4,064,672 shares; 2024Q4: 3,966,188 shares; 2025Q1: 3,881,638 shares; 2025Q2: 3,782,356 shares; 2025Q3: 3,758,372 shares; 2025Q4: 3,703,220 shares; 2026Q1: 3,659,575 shares 3,659,575 $174M 1.31% -43,645 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: 879,097 shares; 2024Q4: 973,523 shares; 2025Q1: 1,109,558 shares; 2025Q2: 1,183,354 shares; 2025Q3: 1,243,904 shares; 2025Q4: 1,312,548 shares; 2026Q1: 1,410,331 shares 1,410,331 $156M 1.17% +97,783 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: 345,403 shares; 2024Q4: 391,743 shares; 2025Q1: 448,839 shares; 2025Q2: 1,543,714 shares; 2025Q3: 1,550,823 shares; 2025Q4: 1,471,057 shares; 2026Q1: 1,510,486 shares 1,510,486 $152M 1.14% +39,429 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: 157,051 shares; 2024Q4: 177,779 shares; 2025Q1: 301,637 shares; 2025Q2: 307,746 shares; 2025Q3: 312,274 shares; 2025Q4: 385,200 shares; 2026Q1: 469,397 shares 469,397 $135M 1.01% +84,197 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: 858,560 shares; 2024Q4: 964,906 shares; 2025Q1: 1,182,164 shares; 2025Q2: 1,351,013 shares; 2025Q3: 1,444,905 shares; 2025Q4: 1,535,309 shares; 2026Q1: 1,666,055 shares 1,666,055 $134M 1.01% +130,746 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: 148,087 shares; 2024Q4: 188,941 shares; 2025Q1: 300,632 shares; 2025Q2: 308,480 shares; 2025Q3: 320,612 shares; 2025Q4: 481,844 shares; 2026Q1: 614,982 shares 614,982 $128M 0.96% +133,138 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: 104,702 shares; 2024Q4: 124,949 shares; 2025Q1: 153,361 shares; 2025Q2: 149,627 shares; 2025Q3: 146,654 shares; 2025Q4: 156,699 shares; 2026Q1: 183,012 shares 183,012 $119M 0.89% +26,313 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: 51,107 shares; 2024Q4: 59,501 shares; 2025Q1: 68,962 shares; 2025Q2: 72,041 shares; 2025Q3: 72,878 shares; 2025Q4: 193,364 shares; 2026Q1: 197,683 shares 197,683 $118M 0.89% +4,319 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: 398,975 shares; 2024Q4: 987,428 shares; 2025Q1: 1,339,709 shares; 2025Q2: 1,757,302 shares; 2025Q3: 2,106,078 shares; 2025Q4: 2,276,189 shares; 2026Q1: 2,491,534 shares 2,491,534 $115M 0.86% +215,345 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,365 shares; 2024Q4: 334,499 shares; 2025Q1: 331,951 shares; 2025Q2: 331,452 shares; 2025Q3: 328,073 shares; 2025Q4: 326,569 shares; 2026Q1: 319,023 shares 319,023 $114M 0.85% -7,546 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: 160,580 shares; 2024Q4: 166,199 shares; 2025Q1: 189,493 shares; 2025Q2: 189,087 shares; 2025Q3: 184,843 shares; 2025Q4: 201,436 shares; 2026Q1: 226,293 shares 226,293 $108M 0.81% +24,857 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,095 shares; 2024Q4: 247,343 shares; 2025Q1: 267,536 shares; 2025Q2: 273,493 shares; 2025Q3: 261,198 shares; 2025Q4: 315,628 shares; 2026Q1: 334,843 shares 334,843 $107M 0.81% +19,215 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,972 shares; 2024Q4: 164,341 shares; 2025Q1: 168,411 shares; 2025Q2: 172,630 shares; 2025Q3: 177,047 shares; 2025Q4: 933,429 shares; 2026Q1: 1,098,953 shares 1,098,953 $107M 0.8% +165,524 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: 171,710 shares; 2024Q4: 700,613 shares; 2025Q1: 2,185,039 shares; 2025Q2: 2,384,385 shares; 2025Q3: 2,399,120 shares; 2025Q4: 2,523,361 shares; 2026Q1: 3,515,835 shares 3,515,835 $102M 0.77% +992,474 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: 123,869 shares; 2024Q4: 160,295 shares; 2025Q1: 218,223 shares; 2025Q2: 221,884 shares; 2025Q3: 227,851 shares; 2025Q4: 318,878 shares; 2026Q1: 347,996 shares 347,996 $102M 0.77% +29,118 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: 35,361 shares; 2024Q4: 42,377 shares; 2025Q1: 54,186 shares; 2025Q2: 54,930 shares; 2025Q3: 54,522 shares; 2025Q4: 343,322 shares; 2026Q1: 355,422 shares 355,422 $102M 0.77% +12,100 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: 656,610 shares; 2024Q4: 632,321 shares; 2025Q1: 612,076 shares; 2025Q2: 588,184 shares; 2025Q3: 570,947 shares; 2025Q4: 542,484 shares; 2026Q1: 529,934 shares 529,934 $97.7M 0.73% -12,550 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,007 shares; 2024Q4: 755,565 shares; 2025Q1: 775,808 shares; 2025Q2: 786,880 shares; 2025Q3: 814,248 shares; 2025Q4: 929,551 shares; 2026Q1: 989,915 shares 989,915 $96.9M 0.73% +60,364 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: 65,006 shares; 2024Q4: 234,736 shares; 2025Q1: 260,826 shares; 2025Q2: 233,951 shares; 2025Q3: 228,089 shares; 2025Q4: 640,890 shares; 2026Q1: 1,022,276 shares 1,022,276 $94.3M 0.71% +381,386 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: 77,115 shares; 2024Q4: 91,908 shares; 2025Q1: 224,424 shares; 2025Q2: 233,122 shares; 2025Q3: 236,151 shares; 2025Q4: 290,192 shares; 2026Q1: 318,454 shares 318,454 $91.4M 0.69% +28,262 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: 855,776 shares; 2024Q4: 933,535 shares; 2025Q1: 1,310,262 shares; 2025Q2: 1,287,178 shares; 2025Q3: 1,279,526 shares; 2025Q4: 1,418,311 shares; 2026Q1: 1,416,937 shares 1,416,937 $90.8M 0.68% -1,374 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: 528,862 shares; 2024Q4: 569,742 shares; 2025Q1: 584,437 shares; 2025Q2: 532,828 shares; 2025Q3: 495,033 shares; 2025Q4: 446,606 shares; 2026Q1: 472,602 shares 472,602 $90.7M 0.68% +25,996 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,615 shares; 2024Q4: 388,265 shares; 2025Q1: 389,787 shares; 2025Q2: 494,260 shares; 2025Q3: 612,321 shares; 2025Q4: 1,137,455 shares; 2026Q1: 1,757,191 shares 1,757,191 $88.9M 0.67% +619,736 Timeline VONE 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: 308,345 shares; 2024Q4: 301,309 shares; 2025Q1: 297,773 shares; 2025Q2: 297,817 shares; 2025Q3: 299,696 shares; 2025Q4: 298,808 shares; 2026Q1: 297,130 shares 297,130 $87.7M 0.66% -1,678 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: 153,606 shares; 2024Q4: 161,620 shares; 2025Q1: 155,711 shares; 2025Q2: 155,524 shares; 2025Q3: 153,832 shares; 2025Q4: 200,563 shares; 2026Q1: 203,381 shares 203,381 $86.7M 0.65% +2,818 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: 38,900 shares; 2024Q4: 85,059 shares; 2025Q1: 217,985 shares; 2025Q2: 214,937 shares; 2025Q3: 211,214 shares; 2025Q4: 260,187 shares; 2026Q1: 270,142 shares 270,142 $83.6M 0.63% +9,955 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: 63,407 shares; 2024Q4: 88,097 shares; 2025Q1: 1,952,026 shares; 2025Q2: 2,182,429 shares; 2025Q3: 2,395,461 shares; 2025Q4: 2,490,895 shares; 2026Q1: 1,927,453 shares 1,927,453 $81.9M 0.61% -563,442 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: 120,884 shares; 2024Q4: 166,428 shares; 2025Q1: 171,937 shares; 2025Q2: 181,488 shares; 2025Q3: 186,095 shares; 2025Q4: 279,760 shares; 2026Q1: 320,086 shares 320,086 $79.4M 0.6% +40,326 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,937 shares; 2024Q4: 1,183,899 shares; 2025Q1: 2,737,672 shares; 2025Q2: 2,773,692 shares; 2025Q3: 2,892,781 shares; 2025Q4: 3,019,866 shares; 2026Q1: 3,061,232 shares 3,061,232 $76.8M 0.58% +41,366 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: 14,551 shares; 2024Q4: 21,529 shares; 2025Q1: 23,798 shares; 2025Q2: 24,300 shares; 2025Q3: 25,720 shares; 2025Q4: 48,166 shares; 2026Q1: 104,253 shares 104,253 $73.9M 0.55% +56,087 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: 28,046 shares; 2024Q4: 27,906 shares; 2025Q1: 98,695 shares; 2025Q2: 229,834 shares; 2025Q3: 372,508 shares; 2025Q4: 645,440 shares; 2026Q1: 864,479 shares 864,479 $73.3M 0.55% +219,039 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: 111,469 shares; 2024Q4: 136,438 shares; 2025Q1: 157,667 shares; 2025Q2: 158,972 shares; 2025Q3: 172,280 shares; 2025Q4: 267,760 shares; 2026Q1: 272,321 shares 272,321 $66.6M 0.5% +4,561 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,882 shares; 2024Q4: 183,509 shares; 2025Q1: 742,392 shares; 2025Q2: 762,109 shares; 2025Q3: 779,155 shares; 2025Q4: 840,955 shares; 2026Q1: 876,458 shares 876,458 $65.8M 0.49% +35,503 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: 108,860 shares; 2024Q4: 265,873 shares; 2025Q1: 292,519 shares; 2025Q2: 354,971 shares; 2025Q3: 371,513 shares; 2025Q4: 458,524 shares; 2026Q1: 454,852 shares 454,852 $65.7M 0.49% -3,672 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: 319,979 shares; 2024Q4: 326,486 shares; 2025Q1: 334,527 shares; 2025Q2: 339,085 shares; 2025Q3: 346,584 shares; 2025Q4: 342,801 shares; 2026Q1: 437,000 shares 437,000 $64.7M 0.49% +94,199 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: 82,112 shares; 2024Q4: 90,904 shares; 2025Q1: 98,173 shares; 2025Q2: 102,093 shares; 2025Q3: 99,969 shares; 2025Q4: 108,799 shares; 2026Q1: 111,706 shares 111,706 $64.5M 0.48% +2,907 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,674 shares; 2024Q4: 412,980 shares; 2025Q1: 1,327,058 shares; 2025Q2: 1,327,572 shares; 2025Q3: 1,369,693 shares; 2025Q4: 1,406,458 shares; 2026Q1: 2,560,398 shares 2,560,398 $63.4M 0.48% +1,153,940 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: 265,432 shares; 2024Q4: 259,673 shares; 2025Q1: 254,543 shares; 2025Q2: 253,530 shares; 2025Q3: 248,979 shares; 2025Q4: 301,211 shares; 2026Q1: 322,584 shares 322,584 $63.3M 0.47% +21,373 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,814 shares; 2024Q4: 274,029 shares; 2025Q1: 266,358 shares; 2025Q2: 257,449 shares; 2025Q3: 253,586 shares; 2025Q4: 249,113 shares; 2026Q1: 240,640 shares 240,640 $61.9M 0.46% -8,473 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: 65,412 shares; 2024Q4: 82,698 shares; 2025Q1: 184,757 shares; 2025Q2: 182,194 shares; 2025Q3: 176,342 shares; 2025Q4: 166,287 shares; 2026Q1: 180,669 shares 180,669 $61.1M 0.46% +14,382 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: 165,538 shares; 2024Q4: 224,082 shares; 2025Q1: 249,894 shares; 2025Q2: 240,147 shares; 2025Q3: 274,108 shares; 2025Q4: 325,799 shares; 2026Q1: 355,189 shares 355,189 $60.3M 0.45% +29,390 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: 673,520 shares; 2024Q4: 768,953 shares; 2025Q1: 902,562 shares; 2025Q2: 894,894 shares; 2025Q3: 901,358 shares; 2025Q4: 882,128 shares; 2026Q1: 870,011 shares 870,011 $58.8M 0.44% -12,117 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: 117,422 shares; 2024Q4: 136,514 shares; 2025Q1: 193,497 shares; 2025Q2: 196,965 shares; 2025Q3: 197,928 shares; 2025Q4: 280,747 shares; 2026Q1: 272,542 shares 272,542 $58.2M 0.44% -8,205 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: 17,340 shares; 2024Q4: 32,016 shares; 2025Q1: 36,803 shares; 2025Q2: 43,977 shares; 2025Q3: 51,086 shares; 2025Q4: 58,138 shares; 2026Q1: 61,378 shares 61,378 $56.5M 0.42% +3,240 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,512 shares; 2024Q4: 152,237 shares; 2025Q1: 156,190 shares; 2025Q2: 155,754 shares; 2025Q3: 153,402 shares; 2025Q4: 152,147 shares; 2026Q1: 149,844 shares 149,844 $55.5M 0.42% -2,303 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: 16,968 shares; 2024Q4: 22,827 shares; 2025Q1: 24,486 shares; 2025Q2: 26,315 shares; 2025Q3: 27,928 shares; 2025Q4: 59,638 shares; 2026Q1: 94,910 shares 94,910 $54.3M 0.41% +35,272 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,126 shares; 2024Q4: 166,281 shares; 2025Q1: 469,774 shares; 2025Q2: 461,771 shares; 2025Q3: 459,418 shares; 2025Q4: 466,164 shares; 2026Q1: 455,053 shares 455,053 $54M 0.4% -11,111 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,514 shares; 2024Q4: 1,479,271 shares; 2025Q1: 1,594,056 shares; 2025Q2: 1,582,325 shares; 2025Q3: 1,667,785 shares; 2025Q4: 1,674,883 shares; 2026Q1: 1,746,418 shares 1,746,418 $53.6M 0.4% +71,535 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,103 shares; 2024Q4: 459,414 shares; 2025Q1: 1,805,978 shares; 2025Q2: 1,780,735 shares; 2025Q3: 1,749,682 shares; 2025Q4: 1,741,785 shares; 2026Q1: 1,702,781 shares 1,702,781 $52.7M 0.4% -39,004 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: 55,957 shares; 2024Q4: 68,995 shares; 2025Q1: 76,348 shares; 2025Q2: 77,277 shares; 2025Q3: 110,543 shares; 2025Q4: 138,152 shares; 2026Q1: 156,077 shares 156,077 $51.3M 0.39% +17,925 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376,082 shares; 2024Q4: 1,321,060 shares; 2025Q1: 1,230,237 shares; 2025Q2: 1,188,631 shares; 2025Q3: 1,154,991 shares; 2025Q4: 1,127,581 shares; 2026Q1: 1,109,623 shares 1,109,623 $50.9M 0.38% -17,958 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,632 shares; 2025Q1: 10,872 shares; 2025Q2: 13,972 shares; 2025Q3: 13,861 shares; 2025Q4: 722,543 shares; 2026Q1: 731,003 shares 731,003 $50.1M 0.38% +8,460 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: 198,479 shares; 2024Q4: 303,821 shares; 2025Q1: 301,483 shares; 2025Q2: 304,463 shares; 2025Q3: 316,598 shares; 2025Q4: 401,946 shares; 2026Q1: 400,457 shares 400,457 $49.8M 0.37% -1,489 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: 186,470 shares; 2024Q4: 490,954 shares; 2025Q1: 497,787 shares; 2025Q2: 512,290 shares; 2025Q3: 525,677 shares; 2025Q4: 715,165 shares; 2026Q1: 706,261 shares 706,261 $49.6M 0.37% -8,904 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: 98,957 shares; 2024Q4: 114,340 shares; 2025Q1: 149,472 shares; 2025Q2: 159,887 shares; 2025Q3: 158,950 shares; 2025Q4: 218,876 shares; 2026Q1: 224,676 shares 224,676 $48.9M 0.37% +5,800 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: 12,990 shares; 2024Q4: 15,320 shares; 2025Q1: 16,610 shares; 2025Q2: 17,069 shares; 2025Q3: 17,573 shares; 2025Q4: 35,982 shares; 2026Q1: 48,900 shares 48,900 $48.7M 0.37% +12,918 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,216 shares; 2024Q4: 493,314 shares; 2025Q1: 515,645 shares; 2025Q2: 529,774 shares; 2025Q3: 567,943 shares; 2025Q4: 803,642 shares; 2026Q1: 845,713 shares 845,713 $47.9M 0.36% +42,071 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: 293,134 shares; 2024Q4: 279,364 shares; 2025Q1: 622,748 shares; 2025Q2: 617,331 shares; 2025Q3: 615,292 shares; 2025Q4: 873,460 shares; 2026Q1: 866,151 shares 866,151 $46.8M 0.35% -7,309 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: 357,647 shares; 2024Q4: 413,684 shares; 2025Q1: 456,131 shares; 2025Q2: 474,025 shares; 2025Q3: 493,145 shares; 2025Q4: 603,543 shares; 2026Q1: 615,075 shares 615,075 $46.8M 0.35% +11,532 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: 92,311 shares; 2024Q4: 108,328 shares; 2025Q1: 122,654 shares; 2025Q2: 128,592 shares; 2025Q3: 139,232 shares; 2025Q4: 207,215 shares; 2026Q1: 217,708 shares 217,708 $46M 0.34% +10,493 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: 431,442 shares; 2024Q4: 419,542 shares; 2025Q1: 413,864 shares; 2025Q2: 406,416 shares; 2025Q3: 405,189 shares; 2025Q4: 400,195 shares; 2026Q1: 412,735 shares 412,735 $45.9M 0.34% +12,540 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: 269,525 shares; 2024Q4: 511,027 shares; 2025Q1: 555,872 shares; 2025Q2: 568,746 shares; 2025Q3: 577,162 shares; 2025Q4: 576,825 shares; 2026Q1: 587,224 shares 587,224 $44.9M 0.34% +10,399 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: 46,760 shares; 2024Q4: 60,546 shares; 2025Q1: 115,559 shares; 2025Q2: 113,147 shares; 2025Q3: 113,235 shares; 2025Q4: 131,040 shares; 2026Q1: 145,327 shares 145,327 $43.9M 0.33% +14,287 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,163 shares; 2025Q3: 7,163 shares; 2025Q4: 26,975 shares; 2026Q1: 953,728 shares 953,728 $42.6M 0.32% +926,753 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: 20,790 shares; 2024Q4: 58,075 shares; 2025Q1: 58,071 shares; 2025Q2: 59,605 shares; 2025Q3: 63,529 shares; 2025Q4: 131,195 shares; 2026Q1: 120,415 shares 120,415 $40.7M 0.31% -10,780 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,312 shares; 2024Q4: 307,035 shares; 2025Q1: 492,403 shares; 2025Q2: 492,590 shares; 2025Q3: 493,189 shares; 2025Q4: 514,916 shares; 2026Q1: 1,501,411 shares 1,501,411 $38.5M 0.29% +986,495 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: 27,313 shares; 2024Q4: 46,271 shares; 2025Q1: 100,818 shares; 2025Q2: 99,608 shares; 2025Q3: 106,975 shares; 2025Q4: 114,138 shares; 2026Q1: 121,733 shares 121,733 $37.8M 0.28% +7,595 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: 391,103 shares; 2024Q4: 523,466 shares; 2025Q1: 513,678 shares; 2025Q2: 501,425 shares; 2025Q3: 518,892 shares; 2025Q4: 500,499 shares; 2026Q1: 505,340 shares 505,340 $37.6M 0.28% +4,841 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: 72,330 shares; 2024Q4: 157,564 shares; 2025Q1: 215,398 shares; 2025Q2: 244,203 shares; 2025Q3: 238,748 shares; 2025Q4: 234,255 shares; 2026Q1: 252,466 shares 252,466 $37.1M 0.28% +18,211 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,071 shares; 2024Q4: 493,825 shares; 2025Q1: 551,182 shares; 2025Q2: 560,748 shares; 2025Q3: 686,393 shares; 2025Q4: 877,529 shares; 2026Q1: 1,521,242 shares 1,521,242 $36.9M 0.28% +643,713 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,386 shares; 2024Q4: 181,292 shares; 2025Q1: 486,837 shares; 2025Q2: 488,200 shares; 2025Q3: 517,011 shares; 2025Q4: 506,867 shares; 2026Q1: 1,042,983 shares 1,042,983 $34.4M 0.26% +536,116 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: 7,178 shares; 2024Q4: 11,073 shares; 2025Q1: 62,631 shares; 2025Q2: 63,342 shares; 2025Q3: 64,354 shares; 2025Q4: 71,605 shares; 2026Q1: 78,002 shares 78,002 $33.6M 0.25% +6,397 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,933 shares; 2024Q4: 383,164 shares; 2025Q1: 1,303,694 shares; 2025Q2: 1,313,697 shares; 2025Q3: 1,288,808 shares; 2025Q4: 1,410,878 shares; 2026Q1: 1,725,843 shares 1,725,843 $33.3M 0.25% +314,965 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: 34,792 shares; 2024Q4: 35,546 shares; 2025Q1: 41,831 shares; 2025Q2: 43,197 shares; 2025Q3: 44,201 shares; 2025Q4: 125,200 shares; 2026Q1: 126,695 shares 126,695 $33.2M 0.25% +1,495 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: 157,027 shares; 2024Q4: 208,090 shares; 2025Q1: 231,692 shares; 2025Q2: 228,476 shares; 2025Q3: 232,565 shares; 2025Q4: 419,782 shares; 2026Q1: 426,870 shares 426,870 $33.1M 0.25% +7,088 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,200 shares; 2024Q4: 673,996 shares; 2025Q1: 671,465 shares; 2025Q2: 624,180 shares; 2025Q3: 594,777 shares; 2025Q4: 602,056 shares; 2026Q1: 653,649 shares 653,649 $32.6M 0.24% +51,593 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: 166,869 shares; 2024Q4: 219,362 shares; 2025Q1: 225,037 shares; 2025Q2: 226,234 shares; 2025Q3: 240,397 shares; 2025Q4: 334,357 shares; 2026Q1: 335,427 shares 335,427 $32.4M 0.24% +1,070 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: 395,715 shares; 2024Q4: 446,619 shares; 2025Q1: 452,951 shares; 2025Q2: 456,178 shares; 2025Q3: 471,211 shares; 2025Q4: 391,804 shares; 2026Q1: 390,395 shares 390,395 $32.3M 0.24% -1,409 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: 69,515 shares; 2024Q4: 94,663 shares; 2025Q1: 93,904 shares; 2025Q2: 98,565 shares; 2025Q3: 102,651 shares; 2025Q4: 108,439 shares; 2026Q1: 368,630 shares 368,630 $31.9M 0.24% +260,191 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,880 shares; 2024Q4: 216,878 shares; 2025Q1: 260,022 shares; 2025Q2: 263,818 shares; 2025Q3: 268,838 shares; 2025Q4: 271,716 shares; 2026Q1: 317,000 shares 317,000 $31.8M 0.24% +45,284 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: 115,700 shares; 2024Q4: 114,181 shares; 2025Q1: 114,627 shares; 2025Q2: 114,877 shares; 2025Q3: 114,957 shares; 2025Q4: 116,846 shares; 2026Q1: 117,563 shares 117,563 $31.3M 0.23% +717 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: 97,792 shares; 2024Q4: 143,718 shares; 2025Q1: 131,222 shares; 2025Q2: 137,932 shares; 2025Q3: 131,980 shares; 2025Q4: 256,604 shares; 2026Q1: 258,634 shares 258,634 $31.1M 0.23% +2,030 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: 248,349 shares; 2024Q4: 263,307 shares; 2025Q1: 364,108 shares; 2025Q2: 378,855 shares; 2025Q3: 349,532 shares; 2025Q4: 352,499 shares; 2026Q1: 544,854 shares 544,854 $30.9M 0.23% +192,355 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: 61,926 shares; 2024Q4: 77,200 shares; 2025Q1: 87,821 shares; 2025Q2: 98,412 shares; 2025Q3: 100,483 shares; 2025Q4: 141,458 shares; 2026Q1: 146,852 shares 146,852 $30.4M 0.23% +5,394 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668,805 shares; 2024Q4: 1,520,027 shares; 2025Q1: 1,569,119 shares; 2025Q2: 1,616,132 shares; 2025Q3: 1,664,333 shares; 2025Q4: 1,277,480 shares; 2026Q1: 1,180,666 shares 1,180,666 $30.2M 0.23% -96,814 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: 78,342 shares; 2024Q4: 85,042 shares; 2025Q1: 108,320 shares; 2025Q2: 92,362 shares; 2025Q3: 121,973 shares; 2025Q4: 209,109 shares; 2026Q1: 194,605 shares 194,605 $30.2M 0.23% -14,504 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: 173,871 shares; 2024Q4: 230,197 shares; 2025Q1: 226,768 shares; 2025Q2: 235,399 shares; 2025Q3: 238,734 shares; 2025Q4: 282,022 shares; 2026Q1: 298,779 shares 298,779 $29M 0.22% +16,757 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: 122,044 shares; 2024Q4: 165,799 shares; 2025Q1: 185,273 shares; 2025Q2: 250,124 shares; 2025Q3: 263,774 shares; 2025Q4: 292,447 shares; 2026Q1: 316,406 shares 316,406 $28.6M 0.21% +23,959 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,766 shares; 2024Q4: 71,721 shares; 2025Q1: 93,915 shares; 2025Q2: 95,362 shares; 2025Q3: 96,825 shares; 2025Q4: 104,605 shares; 2026Q1: 123,706 shares 123,706 $28.4M 0.21% +19,101 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: 217,319 shares; 2024Q4: 278,666 shares; 2025Q1: 330,115 shares; 2025Q2: 319,468 shares; 2025Q3: 320,536 shares; 2025Q4: 565,932 shares; 2026Q1: 582,978 shares 582,978 $28.4M 0.21% +17,046 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 111,972 shares; 2025Q1: 112,252 shares; 2025Q2: 111,713 shares; 2025Q3: 112,532 shares; 2025Q4: 111,746 shares; 2026Q1: 113,353 shares 113,353 $28.2M 0.21% +1,607 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: 96,044 shares; 2024Q4: 106,935 shares; 2025Q1: 112,383 shares; 2025Q2: 108,643 shares; 2025Q3: 422,338 shares; 2025Q4: 591,509 shares; 2026Q1: 617,014 shares 617,014 $28.1M 0.21% +25,505 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: 39,380 shares; 2024Q4: 42,296 shares; 2025Q1: 81,269 shares; 2025Q2: 84,258 shares; 2025Q3: 85,620 shares; 2025Q4: 87,126 shares; 2026Q1: 91,809 shares 91,809 $27.8M 0.21% +4,683 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: 289,765 shares; 2024Q4: 302,094 shares; 2025Q1: 337,327 shares; 2025Q2: 354,542 shares; 2025Q3: 356,640 shares; 2025Q4: 415,474 shares; 2026Q1: 467,052 shares 467,052 $27.7M 0.21% +51,578 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: 315,923 shares; 2024Q4: 324,444 shares; 2025Q1: 350,857 shares; 2025Q2: 331,015 shares; 2025Q3: 341,017 shares; 2025Q4: 338,884 shares; 2026Q1: 348,479 shares 348,479 $27.6M 0.21% +9,595 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: 142,005 shares; 2024Q4: 250,521 shares; 2025Q1: 264,193 shares; 2025Q2: 270,343 shares; 2025Q3: 292,746 shares; 2025Q4: 526,680 shares; 2026Q1: 546,515 shares 546,515 $27.4M 0.21% +19,835 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: 45,552 shares; 2024Q4: 252,509 shares; 2025Q1: 260,361 shares; 2025Q2: 278,521 shares; 2025Q3: 293,851 shares; 2025Q4: 317,798 shares; 2026Q1: 344,213 shares 344,213 $26.5M 0.2% +26,415 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: 10,056 shares; 2024Q4: 16,314 shares; 2025Q1: 60,580 shares; 2025Q2: 60,870 shares; 2025Q3: 66,589 shares; 2025Q4: 129,623 shares; 2026Q1: 140,659 shares 140,659 $26.3M 0.2% +11,036 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: 14,203 shares; 2024Q4: 18,028 shares; 2025Q1: 82,613 shares; 2025Q2: 84,809 shares; 2025Q3: 89,058 shares; 2025Q4: 106,863 shares; 2026Q1: 116,144 shares 116,144 $26.3M 0.2% +9,281 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: 21,750 shares; 2024Q4: 25,356 shares; 2025Q1: 71,294 shares; 2025Q2: 70,148 shares; 2025Q3: 69,799 shares; 2025Q4: 94,966 shares; 2026Q1: 108,059 shares 108,059 $26.2M 0.2% +13,093 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,248 shares; 2024Q4: 259,596 shares; 2025Q1: 265,524 shares; 2025Q2: 271,320 shares; 2025Q3: 283,744 shares; 2025Q4: 270,310 shares; 2026Q1: 260,176 shares 260,176 $26.2M 0.2% -10,134 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: 49,956 shares; 2024Q4: 74,323 shares; 2025Q1: 64,737 shares; 2025Q2: 64,841 shares; 2025Q3: 67,957 shares; 2025Q4: 212,323 shares; 2026Q1: 459,636 shares 459,636 $26.1M 0.2% +247,313 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,052 shares; 2024Q4: 427,027 shares; 2025Q1: 425,862 shares; 2025Q2: 426,555 shares; 2025Q3: 418,926 shares; 2025Q4: 409,130 shares; 2026Q1: 521,180 shares 521,180 $25.9M 0.19% +112,050 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: 59,826 shares; 2024Q4: 73,554 shares; 2025Q1: 75,767 shares; 2025Q2: 107,069 shares; 2025Q3: 105,013 shares; 2025Q4: 85,726 shares; 2026Q1: 134,311 shares 134,311 $25.8M 0.19% +48,585 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: 67,655 shares; 2024Q4: 193,155 shares; 2025Q1: 292,843 shares; 2025Q2: 300,636 shares; 2025Q3: 310,381 shares; 2025Q4: 340,430 shares; 2026Q1: 342,399 shares 342,399 $25.2M 0.19% +1,969 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: 2,735 shares; 2024Q4: 3,545 shares; 2025Q1: 6,108 shares; 2025Q2: 7,509 shares; 2025Q3: 7,790 shares; 2025Q4: 107,154 shares; 2026Q1: 257,549 shares 257,549 $24.8M 0.19% +150,395 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: 35,580 shares; 2024Q4: 40,306 shares; 2025Q1: 47,266 shares; 2025Q2: 48,383 shares; 2025Q3: 49,124 shares; 2025Q4: 57,117 shares; 2026Q1: 66,147 shares 66,147 $24.6M 0.18% +9,030 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: 32,881 shares; 2024Q4: 52,750 shares; 2025Q1: 54,783 shares; 2025Q2: 63,078 shares; 2025Q3: 83,764 shares; 2025Q4: 171,528 shares; 2026Q1: 184,720 shares 184,720 $24.5M 0.18% +13,192 Timeline BNDW 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: not reported; 2025Q4: 303,269 shares; 2026Q1: 353,548 shares 353,548 $24.2M 0.18% +50,279 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,913 shares; 2024Q4: 191,459 shares; 2025Q1: 236,868 shares; 2025Q2: 246,970 shares; 2025Q3: 263,227 shares; 2025Q4: 289,236 shares; 2026Q1: 423,145 shares 423,145 $23.5M 0.18% +133,909 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: 119,336 shares 119,336 $23.4M 0.18% new 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: 81,596 shares; 2024Q4: 212,559 shares; 2025Q1: 244,396 shares; 2025Q2: 222,599 shares; 2025Q3: 279,040 shares; 2025Q4: 312,040 shares; 2026Q1: 335,900 shares 335,900 $23.4M 0.18% +23,860 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: 328,918 shares; 2024Q4: 368,690 shares; 2025Q1: 407,890 shares; 2025Q2: 451,445 shares; 2025Q3: 462,200 shares; 2025Q4: 487,802 shares; 2026Q1: 203,024 shares 203,024 $23M 0.17% -284,778 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,701 shares; 2024Q4: 315,536 shares; 2025Q1: 354,590 shares; 2025Q2: 356,854 shares; 2025Q3: 388,889 shares; 2025Q4: 424,414 shares; 2026Q1: 451,585 shares 451,585 $22.8M 0.17% +27,171 Timeline SLYV 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: 55,407 shares; 2024Q4: 52,392 shares; 2025Q1: 50,972 shares; 2025Q2: 49,398 shares; 2025Q3: 46,020 shares; 2025Q4: 45,429 shares; 2026Q1: 235,509 shares 235,509 $22.3M 0.17% +190,080 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,057 shares; 2024Q4: 147,955 shares; 2025Q1: 146,038 shares; 2025Q2: 155,749 shares; 2025Q3: 165,109 shares; 2025Q4: 176,065 shares; 2026Q1: 173,669 shares 173,669 $22.3M 0.17% -2,396 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: 93,765 shares; 2024Q4: 95,226 shares; 2025Q1: 133,101 shares; 2025Q2: 134,098 shares; 2025Q3: 132,426 shares; 2025Q4: 260,509 shares; 2026Q1: 248,209 shares 248,209 $22.2M 0.17% -12,300 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: 545,248 shares; 2024Q4: 557,679 shares; 2025Q1: 1,433,945 shares; 2025Q2: 967,366 shares; 2025Q3: 705,304 shares; 2025Q4: 733,901 shares; 2026Q1: 736,885 shares 736,885 $22.2M 0.17% +2,984 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: 67,679 shares; 2024Q4: 69,197 shares; 2025Q1: 94,669 shares; 2025Q2: 97,416 shares; 2025Q3: 99,522 shares; 2025Q4: 107,257 shares; 2026Q1: 110,841 shares 110,841 $22M 0.16% +3,584 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: 68,135 shares; 2024Q4: 213,204 shares; 2025Q1: 531,480 shares; 2025Q2: 581,588 shares; 2025Q3: 590,019 shares; 2025Q4: 585,383 shares; 2026Q1: 718,686 shares 718,686 $21.9M 0.16% +133,303 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: 203,481 shares; 2024Q4: 198,317 shares; 2025Q1: 175,830 shares; 2025Q2: 175,512 shares; 2025Q3: 169,619 shares; 2025Q4: 163,289 shares; 2026Q1: 161,458 shares 161,458 $21.9M 0.16% -1,831 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,739 shares; 2024Q4: 354,551 shares; 2025Q1: 351,250 shares; 2025Q2: 349,454 shares; 2025Q3: 318,704 shares; 2025Q4: 319,193 shares; 2026Q1: 274,523 shares 274,523 $21.7M 0.16% -44,670 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $21.5M 0.16% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431,441 shares; 2026Q1: 402,853 shares 402,853 $21.3M 0.16% -28,588 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: 27,470 shares; 2024Q4: 31,448 shares; 2025Q1: 73,987 shares; 2025Q2: 75,843 shares; 2025Q3: 72,385 shares; 2025Q4: 168,923 shares; 2026Q1: 155,528 shares 155,528 $21.1M 0.16% -13,395 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: 84,935 shares; 2024Q4: 150,428 shares; 2025Q1: 160,379 shares; 2025Q2: 172,169 shares; 2025Q3: 168,805 shares; 2025Q4: 210,665 shares; 2026Q1: 214,839 shares 214,839 $21.1M 0.16% +4,174 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,645 shares; 2024Q4: 404,710 shares; 2025Q1: 424,730 shares; 2025Q2: 428,420 shares; 2025Q3: 435,795 shares; 2025Q4: 476,080 shares; 2026Q1: 459,812 shares 459,812 $21M 0.16% -16,268 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: 5,222 shares; 2025Q1: 20,280 shares; 2025Q2: 20,374 shares; 2025Q3: 20,429 shares; 2025Q4: 20,383 shares; 2026Q1: 21,609 shares 21,609 $20.8M 0.16% +1,226 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,153 shares; 2025Q2: 73,972 shares; 2025Q3: 80,522 shares; 2025Q4: 76,855 shares; 2026Q1: 72,796 shares 72,796 $20.7M 0.15% -4,059 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: 1,317 shares; 2024Q4: 6,648 shares; 2025Q1: 50,030 shares; 2025Q2: 51,825 shares; 2025Q3: 60,217 shares; 2025Q4: 100,787 shares; 2026Q1: 126,130 shares 126,130 $20.2M 0.15% +25,343 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: 73,094 shares; 2024Q4: 106,815 shares; 2025Q1: 121,625 shares; 2025Q2: 127,828 shares; 2025Q3: 154,437 shares; 2025Q4: 320,585 shares; 2026Q1: 388,399 shares 388,399 $20.2M 0.15% +67,814 Timeline SCHR 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: 50,233 shares; 2024Q4: 68,331 shares; 2025Q1: 70,881 shares; 2025Q2: 66,353 shares; 2025Q3: 67,911 shares; 2025Q4: 58,061 shares; 2026Q1: 794,905 shares 794,905 $19.8M 0.15% +736,844 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: 107,009 shares; 2024Q4: 95,323 shares; 2025Q1: 525,145 shares; 2025Q2: 537,751 shares; 2025Q3: 546,016 shares; 2025Q4: 542,575 shares; 2026Q1: 522,446 shares 522,446 $19.8M 0.15% -20,129 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: 18,470 shares; 2024Q4: 30,600 shares; 2025Q1: 79,446 shares; 2025Q2: 110,140 shares; 2025Q3: 111,625 shares; 2025Q4: 170,605 shares; 2026Q1: 172,035 shares 172,035 $19.5M 0.15% +1,430 Timeline IWX ISHARES 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: 201,682 shares; 2025Q1: 204,237 shares; 2025Q2: 203,059 shares; 2025Q3: 207,652 shares; 2025Q4: 205,791 shares; 2026Q1: 210,040 shares 210,040 $19.5M 0.15% +4,249 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: 7,378 shares; 2024Q4: 12,566 shares; 2025Q1: 12,545 shares; 2025Q2: 12,544 shares; 2025Q3: 12,867 shares; 2025Q4: 21,686 shares; 2026Q1: 22,810 shares 22,810 $19.3M 0.14% +1,124 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: 133,379 shares; 2024Q4: 259,386 shares; 2025Q1: 297,119 shares; 2025Q2: 288,079 shares; 2025Q3: 200,769 shares; 2025Q4: 201,591 shares; 2026Q1: 191,712 shares 191,712 $19M 0.14% -9,879 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: 8,949 shares; 2024Q4: 30,274 shares; 2025Q1: 124,858 shares; 2025Q2: 110,394 shares; 2025Q3: 110,740 shares; 2025Q4: 93,309 shares; 2026Q1: 92,127 shares 92,127 $18.7M 0.14% -1,182 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: 3,844 shares; 2024Q4: 6,605 shares; 2025Q1: 8,128 shares; 2025Q2: 8,631 shares; 2025Q3: 8,685 shares; 2025Q4: 87,033 shares; 2026Q1: 112,548 shares 112,548 $18.5M 0.14% +25,515 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: 32,847 shares; 2024Q4: 34,976 shares; 2025Q1: 33,165 shares; 2025Q2: 32,046 shares; 2025Q3: 32,223 shares; 2025Q4: 32,265 shares; 2026Q1: 32,762 shares 32,762 $18.5M 0.14% +497 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: 28,817 shares; 2024Q4: 36,953 shares; 2025Q1: 103,557 shares; 2025Q2: 100,135 shares; 2025Q3: 107,747 shares; 2025Q4: 199,722 shares; 2026Q1: 188,333 shares 188,333 $18.2M 0.14% -11,389 Timeline IGV ISHARES 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: 6,182 shares; 2025Q1: 99,292 shares; 2025Q2: 266,721 shares; 2025Q3: 358,793 shares; 2025Q4: 403,624 shares; 2026Q1: 223,569 shares 223,569 $17.9M 0.13% -180,055 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: 555,779 shares; 2025Q4: 561,314 shares; 2026Q1: 559,186 shares 559,186 $17.7M 0.13% -2,128 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: 20,177 shares; 2024Q4: 21,523 shares; 2025Q1: 23,505 shares; 2025Q2: 25,115 shares; 2025Q3: 25,331 shares; 2025Q4: 30,789 shares; 2026Q1: 35,833 shares 35,833 $17.6M 0.13% +5,044 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: 108,650 shares; 2024Q4: 109,248 shares; 2025Q1: 109,945 shares; 2025Q2: 121,895 shares; 2025Q3: 115,872 shares; 2025Q4: 134,890 shares; 2026Q1: 165,696 shares 165,696 $17.6M 0.13% +30,806 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,062 shares; 2024Q4: 143,986 shares; 2025Q1: 143,156 shares; 2025Q2: 186,474 shares; 2025Q3: 176,189 shares; 2025Q4: 178,600 shares; 2026Q1: 450,308 shares 450,308 $17.5M 0.13% +271,708 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: 11,772 shares; 2024Q4: 24,371 shares; 2025Q1: 23,631 shares; 2025Q2: 62,136 shares; 2025Q3: 92,358 shares; 2025Q4: 211,416 shares; 2026Q1: 286,069 shares 286,069 $17.5M 0.13% +74,653 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: 38,461 shares; 2024Q4: 47,597 shares; 2025Q1: 65,049 shares; 2025Q2: 68,520 shares; 2025Q3: 74,124 shares; 2025Q4: 171,403 shares; 2026Q1: 186,803 shares 186,803 $17.4M 0.13% +15,400 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: 75,928 shares; 2024Q4: 77,900 shares; 2025Q1: 78,222 shares; 2025Q2: 81,206 shares; 2025Q3: 133,001 shares; 2025Q4: 141,316 shares; 2026Q1: 183,568 shares 183,568 $17.3M 0.13% +42,252 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: 26,359 shares; 2024Q4: 37,487 shares; 2025Q1: 40,913 shares; 2025Q2: 41,006 shares; 2025Q3: 58,004 shares; 2025Q4: 138,359 shares; 2026Q1: 131,706 shares 131,706 $17M 0.13% -6,653 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 14,572 shares; 2025Q1: 17,141 shares; 2025Q2: 18,377 shares; 2025Q3: 20,517 shares; 2025Q4: 21,971 shares; 2026Q1: 28,038 shares 28,038 $16.9M 0.13% +6,067 Timeline GGM NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 708,533 shares; 2025Q2: 686,606 shares; 2025Q3: 571,057 shares; 2025Q4: 539,448 shares; 2026Q1: 592,712 shares 592,712 $16.7M 0.13% +53,264 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: 8,487 shares; 2024Q4: 10,596 shares; 2025Q1: 32,024 shares; 2025Q2: 32,893 shares; 2025Q3: 33,095 shares; 2025Q4: 77,476 shares; 2026Q1: 87,505 shares 87,505 $16.6M 0.12% +10,029 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 108,952 shares; 2025Q1: 109,929 shares; 2025Q2: 111,079 shares; 2025Q3: 112,360 shares; 2025Q4: 111,899 shares; 2026Q1: 113,403 shares 113,403 $16.4M 0.12% +1,504 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,154 shares; 2024Q4: 258,466 shares; 2025Q1: 258,140 shares; 2025Q2: 254,349 shares; 2025Q3: 254,868 shares; 2025Q4: 247,953 shares; 2026Q1: 255,436 shares 255,436 $16.4M 0.12% +7,483 Timeline AVDV 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: 167,925 shares; 2024Q4: 165,063 shares; 2025Q1: 164,800 shares; 2025Q2: 163,889 shares; 2025Q3: 164,208 shares; 2025Q4: 158,839 shares; 2026Q1: 164,108 shares 164,108 $16.4M 0.12% +5,269 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: 9,992 shares; 2024Q4: 21,152 shares; 2025Q1: 22,956 shares; 2025Q2: 22,127 shares; 2025Q3: 25,002 shares; 2025Q4: 56,339 shares; 2026Q1: 57,619 shares 57,619 $16.4M 0.12% +1,280 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: 40,561 shares; 2024Q4: 37,738 shares; 2025Q1: 34,855 shares; 2025Q2: 35,684 shares; 2025Q3: 82,797 shares; 2025Q4: 245,852 shares; 2026Q1: 354,267 shares 354,267 $16.3M 0.12% +108,415 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: 3,858 shares; 2024Q4: 5,871 shares; 2025Q1: 59,099 shares; 2025Q2: 59,346 shares; 2025Q3: 58,742 shares; 2025Q4: 55,991 shares; 2026Q1: 47,456 shares 47,456 $16.2M 0.12% -8,535 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,056 shares; 2024Q4: 28,071 shares; 2025Q1: 32,485 shares; 2025Q2: 29,001 shares; 2025Q3: 24,395 shares; 2025Q4: 27,641 shares; 2026Q1: 746,140 shares 746,140 $16M 0.12% +718,499 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,773 shares; 2024Q4: 184,161 shares; 2025Q1: 183,318 shares; 2025Q2: 178,329 shares; 2025Q3: 178,738 shares; 2025Q4: 157,139 shares; 2026Q1: 198,930 shares 198,930 $16M 0.12% +41,791 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,504 shares; 2024Q4: 27,708 shares; 2025Q1: 29,138 shares; 2025Q2: 42,097 shares; 2025Q3: 30,800 shares; 2025Q4: 127,273 shares; 2026Q1: 138,051 shares 138,051 $15.9M 0.12% +10,778 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: 312,028 shares; 2024Q4: 305,523 shares; 2025Q1: 302,910 shares; 2025Q2: 211,927 shares; 2025Q3: 213,548 shares; 2025Q4: 204,060 shares; 2026Q1: 172,764 shares 172,764 $15.9M 0.12% -31,296 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: 3,010 shares; 2024Q4: 5,771 shares; 2025Q1: 43,691 shares; 2025Q2: 43,644 shares; 2025Q3: 46,041 shares; 2025Q4: 52,664 shares; 2026Q1: 49,736 shares 49,736 $15.8M 0.12% -2,928 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,533 shares; 2024Q4: 110,631 shares; 2025Q1: 109,504 shares; 2025Q2: 107,436 shares; 2025Q3: 105,880 shares; 2025Q4: 107,597 shares; 2026Q1: 108,057 shares 108,057 $15.7M 0.12% +460 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: 12,624 shares; 2024Q4: 19,496 shares; 2025Q1: 23,789 shares; 2025Q2: 23,949 shares; 2025Q3: 110,157 shares; 2025Q4: 300,617 shares; 2026Q1: 333,788 shares 333,788 $15.7M 0.12% +33,171 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: 2,460 shares; 2024Q4: 4,859 shares; 2025Q1: 5,821 shares; 2025Q2: 6,418 shares; 2025Q3: 7,424 shares; 2025Q4: 16,466 shares; 2026Q1: 17,787 shares 17,787 $15.5M 0.12% +1,321 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,446 shares; 2024Q4: 98,908 shares; 2025Q1: 96,150 shares; 2025Q2: 104,157 shares; 2025Q3: 101,167 shares; 2025Q4: 104,126 shares; 2026Q1: 107,964 shares 107,964 $15.4M 0.12% +3,838 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,830 shares; 2024Q4: 107,193 shares; 2025Q1: 105,809 shares; 2025Q2: 108,752 shares; 2025Q3: 243,254 shares; 2025Q4: 259,344 shares; 2026Q1: 298,806 shares 298,806 $15.2M 0.11% +39,462 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: 164,467 shares; 2024Q4: 160,220 shares; 2025Q1: 154,554 shares; 2025Q2: 139,916 shares; 2025Q3: 130,836 shares; 2025Q4: 125,651 shares; 2026Q1: 128,124 shares 128,124 $15.2M 0.11% +2,473 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: 22,909 shares; 2024Q4: 27,761 shares; 2025Q1: 31,127 shares; 2025Q2: 32,668 shares; 2025Q3: 33,894 shares; 2025Q4: 87,583 shares; 2026Q1: 91,689 shares 91,689 $15.2M 0.11% +4,106 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,538 shares; 2024Q4: 91,627 shares; 2025Q1: 87,915 shares; 2025Q2: 81,121 shares; 2025Q3: 78,883 shares; 2025Q4: 80,113 shares; 2026Q1: 79,742 shares 79,742 $15.1M 0.11% -371 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 4,933 shares; 2025Q1: 41,060 shares; 2025Q2: 41,527 shares; 2025Q3: 42,050 shares; 2025Q4: 44,201 shares; 2026Q1: 45,828 shares 45,828 $15.1M 0.11% +1,627 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502,058 shares; 2025Q2: 495,199 shares; 2025Q3: 503,671 shares; 2025Q4: 503,982 shares; 2026Q1: 524,537 shares 524,537 $15.1M 0.11% +20,555 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: 122,142 shares; 2024Q4: 117,073 shares; 2025Q1: 130,181 shares; 2025Q2: 155,990 shares; 2025Q3: 207,113 shares; 2025Q4: 233,668 shares; 2026Q1: 257,838 shares 257,838 $15M 0.11% +24,170 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 58,460 shares; 2025Q2: 53,756 shares; 2025Q3: 55,245 shares; 2025Q4: 54,945 shares; 2026Q1: 71,153 shares 71,153 $14.9M 0.11% +16,208 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: 36,182 shares; 2024Q4: 41,900 shares; 2025Q1: 46,847 shares; 2025Q2: 47,264 shares; 2025Q3: 52,300 shares; 2025Q4: 64,710 shares; 2026Q1: 60,657 shares 60,657 $14.7M 0.11% -4,053 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,314 shares; 2024Q4: 142,155 shares; 2025Q1: 144,763 shares; 2025Q2: 143,454 shares; 2025Q3: 142,158 shares; 2025Q4: 147,355 shares; 2026Q1: 145,681 shares 145,681 $14.7M 0.11% -1,674 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: 26,311 shares; 2024Q4: 31,014 shares; 2025Q1: 32,331 shares; 2025Q2: 32,450 shares; 2025Q3: 32,011 shares; 2025Q4: 34,042 shares; 2026Q1: 41,386 shares 41,386 $14.6M 0.11% +7,344 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,449 shares; 2024Q4: 100,827 shares; 2025Q1: 108,523 shares; 2025Q2: 104,713 shares; 2025Q3: 104,303 shares; 2025Q4: 171,229 shares; 2026Q1: 170,143 shares 170,143 $14.5M 0.11% -1,086 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: 16,367 shares; 2024Q4: 114,007 shares; 2025Q1: 113,863 shares; 2025Q2: 118,258 shares; 2025Q3: 126,980 shares; 2025Q4: 133,004 shares; 2026Q1: 151,802 shares 151,802 $14.5M 0.11% +18,798 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 10,827 shares; 2025Q1: 21,465 shares; 2025Q2: 26,835 shares; 2025Q3: 47,649 shares; 2025Q4: 48,311 shares; 2026Q1: 49,039 shares 49,039 $14.5M 0.11% +728 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,520 shares; 2024Q4: 67,854 shares; 2025Q1: 76,509 shares; 2025Q2: 88,161 shares; 2025Q3: 93,645 shares; 2025Q4: 105,647 shares; 2026Q1: 109,980 shares 109,980 $14.4M 0.11% +4,333 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: 657,504 shares; 2024Q4: 665,498 shares; 2025Q1: 709,406 shares; 2025Q2: 684,966 shares; 2025Q3: 723,556 shares; 2025Q4: 776,926 shares; 2026Q1: 804,883 shares 804,883 $14.3M 0.11% +27,957 Timeline VDC 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: 82,234 shares; 2024Q4: 81,502 shares; 2025Q1: 72,265 shares; 2025Q2: 68,185 shares; 2025Q3: 68,464 shares; 2025Q4: 64,555 shares; 2026Q1: 63,363 shares 63,363 $14.2M 0.11% -1,192 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,592 shares; 2024Q4: 165,812 shares; 2025Q1: 168,920 shares; 2025Q2: 157,936 shares; 2025Q3: 161,971 shares; 2025Q4: 122,422 shares; 2026Q1: 125,294 shares 125,294 $14M 0.1% +2,872 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,519 shares; 2026Q1: 498,235 shares 498,235 $14M 0.1% +23,716 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,328 shares; 2024Q4: 51,565 shares; 2025Q1: 710,111 shares; 2025Q2: 679,083 shares; 2025Q3: 682,432 shares; 2025Q4: 676,024 shares; 2026Q1: 622,795 shares 622,795 $13.9M 0.1% -53,229 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,091 shares; 2024Q4: 74,339 shares; 2025Q1: 79,647 shares; 2025Q2: 80,385 shares; 2025Q3: 78,828 shares; 2025Q4: 101,466 shares; 2026Q1: 101,800 shares 101,800 $13.9M 0.1% +334 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,740 shares; 2024Q4: 44,741 shares; 2025Q1: 43,908 shares; 2025Q2: 43,816 shares; 2025Q3: 43,564 shares; 2025Q4: 54,191 shares; 2026Q1: 43,347 shares 43,347 $13.8M 0.1% -10,844 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258,434 shares; 2025Q2: 253,606 shares; 2025Q3: 246,114 shares; 2025Q4: 246,265 shares; 2026Q1: 240,925 shares 240,925 $13.7M 0.1% -5,340 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: 7,661 shares; 2024Q4: 11,558 shares; 2025Q1: 12,345 shares; 2025Q2: 12,687 shares; 2025Q3: 13,531 shares; 2025Q4: 36,187 shares; 2026Q1: 38,154 shares 38,154 $13.6M 0.1% +1,967 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: 54,210 shares; 2024Q4: 68,313 shares; 2025Q1: 150,023 shares; 2025Q2: 151,218 shares; 2025Q3: 155,141 shares; 2025Q4: 165,683 shares; 2026Q1: 170,803 shares 170,803 $13.6M 0.1% +5,120 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,184 shares; 2024Q4: 25,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,375 shares; 2026Q1: 185,288 shares 185,288 $13.5M 0.1% -2,087 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: 56,266 shares; 2024Q4: 53,841 shares; 2025Q1: 54,118 shares; 2025Q2: 55,088 shares; 2025Q3: 58,238 shares; 2025Q4: 56,167 shares; 2026Q1: 56,149 shares 56,149 $13.5M 0.1% -18 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 86,980 shares; 2025Q1: 85,919 shares; 2025Q2: 84,721 shares; 2025Q3: 85,702 shares; 2025Q4: 85,737 shares; 2026Q1: 85,446 shares 85,446 $13.4M 0.1% -291 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 37,648 shares; 2025Q1: 38,468 shares; 2025Q2: 38,761 shares; 2025Q3: 41,205 shares; 2025Q4: 244,313 shares; 2026Q1: 248,191 shares 248,191 $13.4M 0.1% +3,878 Timeline GLOF ISHARES 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: 230,040 shares; 2026Q1: 257,783 shares 257,783 $13.4M 0.1% +27,743 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: 37,899 shares; 2024Q4: 70,172 shares; 2025Q1: 111,890 shares; 2025Q2: 108,839 shares; 2025Q3: 108,351 shares; 2025Q4: 107,554 shares; 2026Q1: 107,304 shares 107,304 $13.3M 0.1% -250 Timeline EWL 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: 186,897 shares; 2024Q4: 197,102 shares; 2025Q1: 200,567 shares; 2025Q2: 206,216 shares; 2025Q3: 220,292 shares; 2025Q4: 222,163 shares; 2026Q1: 225,706 shares 225,706 $13.3M 0.1% +3,543 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,402 shares; 2024Q4: 65,765 shares; 2025Q1: 71,178 shares; 2025Q2: 79,092 shares; 2025Q3: 78,956 shares; 2025Q4: 78,644 shares; 2026Q1: 77,816 shares 77,816 $13.2M 0.1% -828 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: 73,213 shares; 2024Q4: 87,165 shares; 2025Q1: 94,606 shares; 2025Q2: 98,047 shares; 2025Q3: 101,169 shares; 2025Q4: 110,077 shares; 2026Q1: 128,054 shares 128,054 $13.1M 0.1% +17,977 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: 321,220 shares; 2024Q4: 306,895 shares; 2025Q1: 304,093 shares; 2025Q2: 290,834 shares; 2025Q3: 279,963 shares; 2025Q4: 277,604 shares; 2026Q1: 272,865 shares 272,865 $13.1M 0.1% -4,739 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: 2,569 shares; 2024Q4: 5,232 shares; 2025Q1: 30,137 shares; 2025Q2: 30,407 shares; 2025Q3: 29,866 shares; 2025Q4: 32,037 shares; 2026Q1: 63,934 shares 63,934 $12.7M 0.1% +31,897 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,350 shares; 2024Q4: 91,505 shares; 2025Q1: 138,689 shares; 2025Q2: 138,588 shares; 2025Q3: 154,925 shares; 2025Q4: 420,267 shares; 2026Q1: 449,282 shares 449,282 $12.6M 0.09% +29,015 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: 302,734 shares; 2024Q4: 339,011 shares; 2025Q1: 358,750 shares; 2025Q2: 342,903 shares; 2025Q3: 279,379 shares; 2025Q4: 463,356 shares; 2026Q1: 430,732 shares 430,732 $12.5M 0.09% -32,624 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: 10,838 shares; 2024Q4: 22,851 shares; 2025Q1: 26,904 shares; 2025Q2: 27,172 shares; 2025Q3: 29,017 shares; 2025Q4: 35,219 shares; 2026Q1: 173,360 shares 173,360 $12.5M 0.09% +138,141 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,966 shares; 2024Q4: 143,522 shares; 2025Q1: 144,413 shares; 2025Q2: 147,980 shares; 2025Q3: 146,389 shares; 2025Q4: 134,439 shares; 2026Q1: 138,998 shares 138,998 $12.3M 0.09% +4,559 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,747 shares; 2025Q3: 3,174 shares; 2025Q4: 52,732 shares; 2026Q1: 53,184 shares 53,184 $12.3M 0.09% +452 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 26,673 shares; 2025Q1: 41,599 shares; 2025Q2: 37,944 shares; 2025Q3: 38,187 shares; 2025Q4: 40,158 shares; 2026Q1: 39,042 shares 39,042 $12.3M 0.09% -1,116 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535,320 shares; 2025Q2: 526,432 shares; 2025Q3: 508,440 shares; 2025Q4: 431,543 shares; 2026Q1: 353,743 shares 353,743 $12.2M 0.09% -77,800 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: 115,183 shares; 2024Q4: 114,697 shares; 2025Q1: 123,806 shares; 2025Q2: 125,314 shares; 2025Q3: 124,653 shares; 2025Q4: 117,485 shares; 2026Q1: 114,968 shares 114,968 $12.2M 0.09% -2,517 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: 37,736 shares; 2024Q4: 40,169 shares; 2025Q1: 80,882 shares; 2025Q2: 90,879 shares; 2025Q3: 93,558 shares; 2025Q4: 89,919 shares; 2026Q1: 127,577 shares 127,577 $12M 0.09% +37,658 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: 72,931 shares; 2024Q4: 84,772 shares; 2025Q1: 173,488 shares; 2025Q2: 94,509 shares; 2025Q3: 215,068 shares; 2025Q4: 220,573 shares; 2026Q1: 237,490 shares 237,490 $12M 0.09% +16,917 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,191 shares; 2024Q4: 82,485 shares; 2025Q1: 602,610 shares; 2025Q2: 553,255 shares; 2025Q3: 520,454 shares; 2025Q4: 436,454 shares; 2026Q1: 408,316 shares 408,316 $11.9M 0.09% -28,138 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,663 shares; 2024Q4: 104,700 shares; 2025Q1: 102,489 shares; 2025Q2: 102,714 shares; 2025Q3: 91,632 shares; 2025Q4: 85,282 shares; 2026Q1: 85,006 shares 85,006 $11.8M 0.09% -276 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,269 shares; 2025Q2: 7,432 shares; 2025Q3: 7,266 shares; 2025Q4: 7,036 shares; 2026Q1: 111,764 shares 111,764 $11.6M 0.09% +104,728 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: 877 shares; 2024Q4: 1,842 shares; 2025Q1: 2,070 shares; 2025Q2: 2,314 shares; 2025Q3: 2,289 shares; 2025Q4: 28,135 shares; 2026Q1: 109,932 shares 109,932 $11.5M 0.09% +81,797 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 15,058 shares; 2025Q1: 43,188 shares; 2025Q2: 43,057 shares; 2025Q3: 46,572 shares; 2025Q4: 47,482 shares; 2026Q1: 44,090 shares 44,090 $11.5M 0.09% -3,392 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: 8,491 shares; 2024Q4: 24,428 shares; 2025Q1: 49,435 shares; 2025Q2: 43,917 shares; 2025Q3: 45,747 shares; 2025Q4: 56,609 shares; 2026Q1: 70,652 shares 70,652 $11.3M 0.08% +14,043 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,904 shares; 2024Q4: 232,772 shares; 2025Q1: 259,810 shares; 2025Q2: 275,064 shares; 2025Q3: 301,912 shares; 2025Q4: 298,280 shares; 2026Q1: 307,922 shares 307,922 $11.3M 0.08% +9,642 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,265 shares; 2025Q4: 360,542 shares; 2026Q1: 446,995 shares 446,995 $11.2M 0.08% +86,453 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,766 shares; 2025Q4: 362,567 shares; 2026Q1: 458,089 shares 458,089 $11.1M 0.08% +95,522 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,268 shares; 2024Q4: 140,474 shares; 2025Q1: 140,984 shares; 2025Q2: 139,963 shares; 2025Q3: 129,256 shares; 2025Q4: 216,163 shares; 2026Q1: 219,820 shares 219,820 $11.1M 0.08% +3,657 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: 141,858 shares; 2024Q4: 144,229 shares; 2025Q1: 154,282 shares; 2025Q2: 160,360 shares; 2025Q3: 179,607 shares; 2025Q4: 217,444 shares; 2026Q1: 235,203 shares 235,203 $11M 0.08% +17,759 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 10,023 shares; 2025Q1: 10,101 shares; 2025Q2: 9,682 shares; 2025Q3: 10,115 shares; 2025Q4: 11,182 shares; 2026Q1: 11,199 shares 11,199 $11M 0.08% +17 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: 26,325 shares; 2024Q4: 39,643 shares; 2025Q1: 42,619 shares; 2025Q2: 43,090 shares; 2025Q3: 43,958 shares; 2025Q4: 50,758 shares; 2026Q1: 56,875 shares 56,875 $11M 0.08% +6,117 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,676 shares; 2024Q4: 218,032 shares; 2025Q1: 217,075 shares; 2025Q2: 213,222 shares; 2025Q3: 211,013 shares; 2025Q4: 206,842 shares; 2026Q1: 208,749 shares 208,749 $10.9M 0.08% +1,907 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: 37,423 shares; 2024Q4: 39,442 shares; 2025Q1: 39,371 shares; 2025Q2: 38,466 shares; 2025Q3: 39,357 shares; 2025Q4: 117,971 shares; 2026Q1: 138,685 shares 138,685 $10.7M 0.08% +20,714 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: 46,642 shares; 2024Q4: 50,520 shares; 2025Q1: 50,319 shares; 2025Q2: 51,754 shares; 2025Q3: 56,763 shares; 2025Q4: 70,610 shares; 2026Q1: 77,293 shares 77,293 $10.7M 0.08% +6,683 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: 74,933 shares; 2024Q4: 74,652 shares; 2025Q1: 73,440 shares; 2025Q2: 72,898 shares; 2025Q3: 71,478 shares; 2025Q4: 118,025 shares; 2026Q1: 128,044 shares 128,044 $10.6M 0.08% +10,019 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,738 shares; 2024Q4: 165,941 shares; 2025Q1: 164,274 shares; 2025Q2: 155,726 shares; 2025Q3: 160,960 shares; 2025Q4: 189,553 shares; 2026Q1: 199,793 shares 199,793 $10.5M 0.08% +10,240 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: 4,466 shares; 2024Q4: 16,369 shares; 2025Q1: 17,352 shares; 2025Q2: 19,184 shares; 2025Q3: 21,313 shares; 2025Q4: 49,252 shares; 2026Q1: 50,424 shares 50,424 $10.5M 0.08% +1,172 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,298 shares; 2024Q4: 25,945 shares; 2025Q1: 24,694 shares; 2025Q2: 24,866 shares; 2025Q3: 23,877 shares; 2025Q4: 78,428 shares; 2026Q1: 113,145 shares 113,145 $10.5M 0.08% +34,717 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,196 shares; 2025Q2: 316,065 shares; 2025Q3: 306,738 shares; 2025Q4: 355,743 shares; 2026Q1: 253,319 shares 253,319 $10.4M 0.08% -102,424 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302,956 shares; 2025Q2: 160,551 shares; 2025Q3: 165,647 shares; 2025Q4: 440,279 shares; 2026Q1: 457,330 shares 457,330 $10.4M 0.08% +17,051 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,566 shares; 2025Q2: 33,323 shares; 2025Q3: 33,923 shares; 2025Q4: 35,180 shares; 2026Q1: 35,653 shares 35,653 $10.4M 0.08% +473 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,335 shares; 2025Q3: 3,865 shares; 2025Q4: 40,604 shares; 2026Q1: 41,234 shares 41,234 $10.3M 0.08% +630 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: 539 shares; 2024Q4: 3,948 shares; 2025Q1: 19,836 shares; 2025Q2: 20,145 shares; 2025Q3: 20,248 shares; 2025Q4: 22,732 shares; 2026Q1: 23,055 shares 23,055 $10.3M 0.08% +323 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: 8,995 shares; 2024Q4: 11,174 shares; 2025Q1: 63,518 shares; 2025Q2: 65,713 shares; 2025Q3: 70,664 shares; 2025Q4: 150,188 shares; 2026Q1: 162,989 shares 162,989 $10.2M 0.08% +12,801 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,608 shares; 2025Q1: 99,580 shares; 2025Q2: 99,965 shares; 2025Q3: 110,692 shares; 2025Q4: 117,907 shares; 2026Q1: 102,327 shares 102,327 $10.1M 0.08% -15,580 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,634 shares; 2025Q1: 150,329 shares; 2025Q2: 140,702 shares; 2025Q3: 153,959 shares; 2025Q4: 158,434 shares; 2026Q1: 158,504 shares 158,504 $10.1M 0.08% +70 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,521 shares; 2025Q2: 29,074 shares; 2025Q3: 29,902 shares; 2025Q4: 30,199 shares; 2026Q1: 31,109 shares 31,109 $10.1M 0.08% +910 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly 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: 81,608 shares; 2026Q1: 79,538 shares 79,538 $10.1M 0.08% -2,070 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: 835 shares; 2024Q4: 22,647 shares; 2025Q1: 24,433 shares; 2025Q2: 20,135 shares; 2025Q3: 27,243 shares; 2025Q4: 28,752 shares; 2026Q1: 27,186 shares 27,186 $9.99M 0.07% -1,566 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: not reported; 2024Q4: 340 shares; 2025Q1: 1,542 shares; 2025Q2: 2,591 shares; 2025Q3: 4,950 shares; 2025Q4: 7,239 shares; 2026Q1: 7,534 shares 7,534 $9.95M 0.07% +295 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: 196,951 shares; 2024Q4: 175,400 shares; 2025Q1: 185,801 shares; 2025Q2: 198,513 shares; 2025Q3: 217,713 shares; 2025Q4: 219,470 shares; 2026Q1: 225,422 shares 225,422 $9.95M 0.07% +5,952 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,255 shares; 2024Q4: 146,748 shares; 2025Q1: 146,032 shares; 2025Q2: 158,295 shares; 2025Q3: 156,917 shares; 2025Q4: 159,780 shares; 2026Q1: 136,429 shares 136,429 $9.94M 0.07% -23,351 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: 12,068 shares; 2024Q4: 17,253 shares; 2025Q1: 18,817 shares; 2025Q2: 20,683 shares; 2025Q3: 22,705 shares; 2025Q4: 42,255 shares; 2026Q1: 49,787 shares 49,787 $9.91M 0.07% +7,532 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,495 shares; 2025Q1: 15,552 shares; 2025Q2: 17,435 shares; 2025Q3: 16,191 shares; 2025Q4: 190,851 shares; 2026Q1: 189,914 shares 189,914 $9.76M 0.07% -937 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 6,194 shares; 2025Q1: 6,239 shares; 2025Q2: 7,096 shares; 2025Q3: 7,650 shares; 2025Q4: 77,139 shares; 2026Q1: 77,029 shares 77,029 $9.76M 0.07% -110 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,264 shares; 2025Q2: 260,137 shares; 2025Q3: 299,659 shares; 2025Q4: 299,867 shares; 2026Q1: 272,718 shares 272,718 $9.71M 0.07% -27,149 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 12,153 shares; 2025Q1: 12,462 shares; 2025Q2: 23,962 shares; 2025Q3: 24,344 shares; 2025Q4: 23,720 shares; 2026Q1: 25,199 shares 25,199 $9.66M 0.07% +1,479 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: 9,614 shares; 2024Q4: 14,768 shares; 2025Q1: 14,488 shares; 2025Q2: 13,781 shares; 2025Q3: 15,339 shares; 2025Q4: 92,695 shares; 2026Q1: 109,260 shares 109,260 $9.63M 0.07% +16,565 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: 197,866 shares; 2024Q4: 187,056 shares; 2025Q1: 187,103 shares; 2025Q2: 179,428 shares; 2025Q3: 185,599 shares; 2025Q4: 180,486 shares; 2026Q1: 182,819 shares 182,819 $9.61M 0.07% +2,333 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: 1,160 shares; 2024Q4: 1,833 shares; 2025Q1: 5,078 shares; 2025Q2: 77,631 shares; 2025Q3: 77,856 shares; 2025Q4: 103,311 shares; 2026Q1: 103,768 shares 103,768 $9.58M 0.07% +457 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: 43,613 shares; 2024Q4: 45,515 shares; 2025Q1: 44,112 shares; 2025Q2: 47,594 shares; 2025Q3: 51,952 shares; 2025Q4: 55,969 shares; 2026Q1: 59,094 shares 59,094 $9.56M 0.07% +3,125 Timeline AVSU 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: 140,636 shares; 2024Q4: 139,519 shares; 2025Q1: 137,857 shares; 2025Q2: 134,616 shares; 2025Q3: 133,425 shares; 2025Q4: 133,249 shares; 2026Q1: 128,440 shares 128,440 $9.49M 0.07% -4,809 Timeline FNDA 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: 111,844 shares; 2024Q4: 249,823 shares; 2025Q1: 261,893 shares; 2025Q2: 269,061 shares; 2025Q3: 278,146 shares; 2025Q4: 281,555 shares; 2026Q1: 290,785 shares 290,785 $9.43M 0.07% +9,230 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,852 shares; 2024Q4: 104,689 shares; 2025Q1: 106,136 shares; 2025Q2: 106,370 shares; 2025Q3: 110,355 shares; 2025Q4: 129,417 shares; 2026Q1: 130,057 shares 130,057 $9.41M 0.07% +640 Timeline VNLA 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: 146,801 shares; 2024Q4: 160,051 shares; 2025Q1: 165,199 shares; 2025Q2: 167,347 shares; 2025Q3: 174,693 shares; 2025Q4: 183,560 shares; 2026Q1: 190,952 shares 190,952 $9.33M 0.07% +7,392 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: 9,587 shares; 2024Q4: 19,405 shares; 2025Q1: 21,087 shares; 2025Q2: 23,470 shares; 2025Q3: 24,073 shares; 2025Q4: 71,930 shares; 2026Q1: 100,176 shares 100,176 $9.32M 0.07% +28,246 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: 4,473 shares; 2024Q4: 18,093 shares; 2025Q1: 17,293 shares; 2025Q2: 18,392 shares; 2025Q3: 17,836 shares; 2025Q4: 31,026 shares; 2026Q1: 32,003 shares 32,003 $9.3M 0.07% +977 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,448 shares; 2025Q1: 3,842 shares; 2025Q2: 5,490 shares; 2025Q3: 5,466 shares; 2025Q4: 10,616 shares; 2026Q1: 13,306 shares 13,306 $9.28M 0.07% +2,690 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: 48,931 shares; 2024Q4: 59,132 shares; 2025Q1: 329,915 shares; 2025Q2: 319,718 shares; 2025Q3: 270,260 shares; 2025Q4: 223,090 shares; 2026Q1: 183,323 shares 183,323 $9.28M 0.07% -39,767 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: 18,534 shares; 2024Q4: 17,945 shares; 2025Q1: 19,865 shares; 2025Q2: 20,513 shares; 2025Q3: 21,172 shares; 2025Q4: 38,177 shares; 2026Q1: 38,961 shares 38,961 $9.21M 0.07% +784 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: 9,928 shares; 2024Q4: 26,419 shares; 2025Q1: 79,200 shares; 2025Q2: 79,009 shares; 2025Q3: 54,318 shares; 2025Q4: 104,525 shares; 2026Q1: 106,239 shares 106,239 $9.21M 0.07% +1,714 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,437 shares; 2024Q4: 50,764 shares; 2025Q1: 56,401 shares; 2025Q2: 57,131 shares; 2025Q3: 54,429 shares; 2025Q4: 61,570 shares; 2026Q1: 62,581 shares 62,581 $9.18M 0.07% +1,011 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,057 shares; 2024Q4: 32,410 shares; 2025Q1: 33,035 shares; 2025Q2: 34,293 shares; 2025Q3: 34,936 shares; 2025Q4: 34,204 shares; 2026Q1: 33,845 shares 33,845 $9.17M 0.07% -359 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,990 shares; 2025Q2: 211,162 shares; 2025Q3: 219,697 shares; 2025Q4: 281,356 shares; 2026Q1: 261,141 shares 261,141 $9.09M 0.07% -20,215 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,040 shares; 2025Q4: 139,568 shares; 2026Q1: 128,221 shares 128,221 $9.04M 0.07% -11,347 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: 5,739 shares; 2024Q4: 8,988 shares; 2025Q1: 12,495 shares; 2025Q2: 13,670 shares; 2025Q3: 14,341 shares; 2025Q4: 17,926 shares; 2026Q1: 20,891 shares 20,891 $9.03M 0.07% +2,965 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,648 shares; 2024Q4: 78,194 shares; 2025Q1: 78,613 shares; 2025Q2: 86,537 shares; 2025Q3: 87,186 shares; 2025Q4: 192,559 shares; 2026Q1: 196,487 shares 196,487 $9.03M 0.07% +3,928 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,030 shares; 2024Q4: 57,875 shares; 2025Q1: 59,978 shares; 2025Q2: 68,359 shares; 2025Q3: 72,573 shares; 2025Q4: 81,121 shares; 2026Q1: 109,183 shares 109,183 $8.95M 0.07% +28,062 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,261 shares; 2025Q3: 6,430 shares; 2025Q4: 6,451 shares; 2026Q1: 43,407 shares 43,407 $8.79M 0.07% +36,956 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,056 shares; 2024Q4: 78,884 shares; 2025Q1: 78,868 shares; 2025Q2: 78,974 shares; 2025Q3: 78,691 shares; 2025Q4: 75,983 shares; 2026Q1: 73,952 shares 73,952 $8.75M 0.07% -2,031 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,925 shares; 2024Q4: 50,912 shares; 2025Q1: 81,522 shares; 2025Q2: 78,354 shares; 2025Q3: 75,656 shares; 2025Q4: 47,173 shares; 2026Q1: 42,885 shares 42,885 $8.74M 0.07% -4,288 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,827 shares; 2025Q4: 323,822 shares; 2026Q1: 349,455 shares 349,455 $8.61M 0.06% +25,633 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,578 shares; 2025Q2: 77,701 shares; 2025Q3: 75,655 shares; 2025Q4: 125,451 shares; 2026Q1: 132,058 shares 132,058 $8.58M 0.06% +6,607 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,006 shares; 2024Q4: 35,517 shares; 2025Q1: 34,363 shares; 2025Q2: 30,118 shares; 2025Q3: 29,021 shares; 2025Q4: 27,289 shares; 2026Q1: 178,906 shares 178,906 $8.56M 0.06% +151,617 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: 12,089 shares; 2024Q4: 20,522 shares; 2025Q1: 50,243 shares; 2025Q2: 28,042 shares; 2025Q3: 28,297 shares; 2025Q4: 29,212 shares; 2026Q1: 31,582 shares 31,582 $8.55M 0.06% +2,370 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: 9,760 shares; 2024Q4: 38,420 shares; 2025Q1: 42,448 shares; 2025Q2: 40,033 shares; 2025Q3: 43,516 shares; 2025Q4: 55,322 shares; 2026Q1: 64,690 shares 64,690 $8.54M 0.06% +9,368 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: 81,399 shares; 2024Q4: 71,338 shares; 2025Q1: 72,753 shares; 2025Q2: 71,639 shares; 2025Q3: 71,413 shares; 2025Q4: 69,573 shares; 2026Q1: 103,002 shares 103,002 $8.5M 0.06% +33,429 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: 57,559 shares; 2024Q4: 61,533 shares; 2025Q1: 63,641 shares; 2025Q2: 63,796 shares; 2025Q3: 63,262 shares; 2025Q4: 71,720 shares; 2026Q1: 95,720 shares 95,720 $8.49M 0.06% +24,000 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: 29,642 shares; 2024Q4: 28,417 shares; 2025Q1: 26,930 shares; 2025Q2: 26,438 shares; 2025Q3: 26,215 shares; 2025Q4: 29,167 shares; 2026Q1: 28,015 shares 28,015 $8.47M 0.06% -1,152 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: 2,381 shares; 2024Q4: 5,676 shares; 2025Q1: 13,293 shares; 2025Q2: 13,254 shares; 2025Q3: 14,562 shares; 2025Q4: 16,019 shares; 2026Q1: 16,884 shares 16,884 $8.44M 0.06% +865 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,781 shares; 2025Q2: 69,006 shares; 2025Q3: 68,525 shares; 2025Q4: 72,827 shares; 2026Q1: 70,531 shares 70,531 $8.43M 0.06% -2,296 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,862 shares; 2025Q2: 108,117 shares; 2025Q3: 99,311 shares; 2025Q4: 100,584 shares; 2026Q1: 99,144 shares 99,144 $8.41M 0.06% -1,440 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 8,669 shares; 2025Q1: 8,691 shares; 2025Q2: 9,066 shares; 2025Q3: 9,118 shares; 2025Q4: 12,048 shares; 2026Q1: 247,517 shares 247,517 $8.41M 0.06% +235,469 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: 9,770 shares; 2024Q4: 12,415 shares; 2025Q1: 13,012 shares; 2025Q2: 13,781 shares; 2025Q3: 15,096 shares; 2025Q4: 34,623 shares; 2026Q1: 42,832 shares 42,832 $8.32M 0.06% +8,209 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: 7,818 shares; 2024Q4: 11,516 shares; 2025Q1: 12,827 shares; 2025Q2: 12,846 shares; 2025Q3: 13,227 shares; 2025Q4: 17,517 shares; 2026Q1: 16,737 shares 16,737 $8.3M 0.06% -780 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,033 shares; 2024Q4: 51,708 shares; 2025Q1: 52,038 shares; 2025Q2: 49,886 shares; 2025Q3: 54,024 shares; 2025Q4: 54,501 shares; 2026Q1: 54,075 shares 54,075 $8.24M 0.06% -426 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: 9,735 shares; 2024Q4: 11,799 shares; 2025Q1: 12,097 shares; 2025Q2: 12,454 shares; 2025Q3: 14,079 shares; 2025Q4: 17,887 shares; 2026Q1: 17,827 shares 17,827 $8.22M 0.06% -60 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: 5,188 shares; 2024Q4: 7,190 shares; 2025Q1: 7,585 shares; 2025Q2: 8,539 shares; 2025Q3: 10,396 shares; 2025Q4: 23,287 shares; 2026Q1: 25,203 shares 25,203 $8.21M 0.06% +1,916 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,883 shares; 2024Q4: 64,627 shares; 2025Q1: 71,532 shares; 2025Q2: 71,306 shares; 2025Q3: 76,378 shares; 2025Q4: 78,441 shares; 2026Q1: 74,941 shares 74,941 $8.11M 0.06% -3,500 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: 5,311 shares; 2024Q4: 14,651 shares; 2025Q1: 51,614 shares; 2025Q2: 69,445 shares; 2025Q3: 69,522 shares; 2025Q4: 69,284 shares; 2026Q1: 73,090 shares 73,090 $8.1M 0.06% +3,806 Timeline DFLV 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: 194,130 shares; 2024Q4: 191,396 shares; 2025Q1: 197,044 shares; 2025Q2: 189,077 shares; 2025Q3: 190,338 shares; 2025Q4: 190,915 shares; 2026Q1: 225,065 shares 225,065 $8.04M 0.06% +34,150 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,634 shares; 2025Q2: 28,527 shares; 2025Q3: 29,557 shares; 2025Q4: 27,616 shares; 2026Q1: 24,559 shares 24,559 $8.03M 0.06% -3,057 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 6,068 shares; 2025Q1: 26,296 shares; 2025Q2: 33,278 shares; 2025Q3: 37,537 shares; 2025Q4: 40,904 shares; 2026Q1: 45,679 shares 45,679 $7.88M 0.06% +4,775 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,858 shares; 2026Q1: 65,654 shares 65,654 $7.88M 0.06% +4,796 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL 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: not reported; 2026Q1: 128,000 shares 128,000 $7.72M 0.06% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 23,629 shares; 2025Q2: 25,470 shares; 2025Q3: 27,852 shares; 2025Q4: 36,661 shares; 2026Q1: 34,788 shares 34,788 $7.69M 0.06% -1,873 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: not reported; 2024Q4: 6,875 shares; 2025Q1: 6,955 shares; 2025Q2: 13,646 shares; 2025Q3: 13,801 shares; 2025Q4: 155,647 shares; 2026Q1: 164,578 shares 164,578 $7.64M 0.06% +8,931 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,678 shares; 2024Q4: 6,659 shares; 2025Q1: 7,054 shares; 2025Q2: 6,982 shares; 2025Q3: 7,815 shares; 2025Q4: 85,787 shares; 2026Q1: 93,635 shares 93,635 $7.61M 0.06% +7,848 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,686 shares; 2025Q1: 42,318 shares; 2025Q2: 42,672 shares; 2025Q3: 43,588 shares; 2025Q4: 52,288 shares; 2026Q1: 52,198 shares 52,198 $7.56M 0.06% -90 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,458 shares; 2025Q2: 181,283 shares; 2025Q3: 181,317 shares; 2025Q4: 182,912 shares; 2026Q1: 189,271 shares 189,271 $7.54M 0.06% +6,359 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,452 shares; 2025Q2: 203,270 shares; 2025Q3: 210,745 shares; 2025Q4: 208,476 shares; 2026Q1: 203,785 shares 203,785 $7.49M 0.06% -4,691 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,971 shares; 2025Q2: 82,509 shares; 2025Q3: 81,758 shares; 2025Q4: 87,545 shares; 2026Q1: 67,345 shares 67,345 $7.48M 0.06% -20,200 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 5,164 shares; 2025Q1: 11,426 shares; 2025Q2: 11,690 shares; 2025Q3: 12,210 shares; 2025Q4: 12,547 shares; 2026Q1: 12,125 shares 12,125 $7.48M 0.06% -422 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: 19,669 shares; 2024Q4: 56,550 shares; 2025Q1: 55,588 shares; 2025Q2: 82,929 shares; 2025Q3: 98,966 shares; 2025Q4: 187,672 shares; 2026Q1: 151,211 shares 151,211 $7.47M 0.06% -36,461 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: 4,616 shares; 2024Q4: 17,533 shares; 2025Q1: 22,866 shares; 2025Q2: 28,468 shares; 2025Q3: 31,670 shares; 2025Q4: 34,320 shares; 2026Q1: 31,348 shares 31,348 $7.45M 0.06% -2,972 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,599 shares; 2024Q4: 21,398 shares; 2025Q1: 20,433 shares; 2025Q2: 16,409 shares; 2025Q3: 53,986 shares; 2025Q4: 154,876 shares; 2026Q1: 177,379 shares 177,379 $7.39M 0.06% +22,503 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,789 shares; 2024Q4: 94,670 shares; 2025Q1: 94,113 shares; 2025Q2: 94,626 shares; 2025Q3: 96,139 shares; 2025Q4: 89,174 shares; 2026Q1: 84,638 shares 84,638 $7.37M 0.06% -4,536 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: 22,925 shares; 2024Q4: 28,922 shares; 2025Q1: 131,149 shares; 2025Q2: 132,226 shares; 2025Q3: 131,703 shares; 2025Q4: 140,829 shares; 2026Q1: 127,679 shares 127,679 $7.36M 0.06% -13,150 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: 4,285 shares; 2024Q4: 16,987 shares; 2025Q1: 18,580 shares; 2025Q2: 19,961 shares; 2025Q3: 20,825 shares; 2025Q4: 21,833 shares; 2026Q1: 21,224 shares 21,224 $7.28M 0.05% -609 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 3,610 shares; 2025Q1: 3,717 shares; 2025Q2: 3,844 shares; 2025Q3: 3,719 shares; 2025Q4: 3,539 shares; 2026Q1: 36,804 shares 36,804 $7.28M 0.05% +33,265 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 6,340 shares; 2025Q1: 22,571 shares; 2025Q2: 29,475 shares; 2025Q3: 29,860 shares; 2025Q4: 32,721 shares; 2026Q1: 29,660 shares 29,660 $7.21M 0.05% -3,061 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,991 shares; 2024Q4: 123,748 shares; 2025Q1: 154,595 shares; 2025Q2: 160,823 shares; 2025Q3: 208,629 shares; 2025Q4: 233,963 shares; 2026Q1: 245,991 shares 245,991 $7.18M 0.05% +12,028 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,622 shares; 2025Q2: 1,675 shares; 2025Q3: 1,645 shares; 2025Q4: 2,269 shares; 2026Q1: 22,073 shares 22,073 $7.12M 0.05% +19,804 Timeline PCY 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: 307,746 shares; 2024Q4: 305,393 shares; 2025Q1: 317,217 shares; 2025Q2: 312,664 shares; 2025Q3: 328,168 shares; 2025Q4: 341,267 shares; 2026Q1: 336,376 shares 336,376 $7.03M 0.05% -4,891 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 8,850 shares; 2025Q1: 13,749 shares; 2025Q2: 13,449 shares; 2025Q3: 13,812 shares; 2025Q4: 17,856 shares; 2026Q1: 77,687 shares 77,687 $7.02M 0.05% +59,831 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,967 shares; 2025Q2: 19,477 shares; 2025Q3: 19,895 shares; 2025Q4: 20,358 shares; 2026Q1: 19,568 shares 19,568 $7.02M 0.05% -790 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,469 shares; 2026Q1: 122,544 shares 122,544 $6.98M 0.05% +75 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: 611 shares; 2024Q4: 1,228 shares; 2025Q1: 8,865 shares; 2025Q2: 9,019 shares; 2025Q3: 9,400 shares; 2025Q4: 9,513 shares; 2026Q1: 10,231 shares 10,231 $6.98M 0.05% +718 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: 317,440 shares; 2024Q4: 309,602 shares; 2025Q1: 314,013 shares; 2025Q2: 309,918 shares; 2025Q3: 211,199 shares; 2025Q4: 207,960 shares; 2026Q1: 211,957 shares 211,957 $6.83M 0.05% +3,997 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,075 shares; 2024Q4: 32,706 shares; 2025Q1: 32,083 shares; 2025Q2: 32,290 shares; 2025Q3: 32,161 shares; 2025Q4: 45,224 shares; 2026Q1: 61,856 shares 61,856 $6.83M 0.05% +16,632 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 8,868 shares; 2025Q1: 15,650 shares; 2025Q2: 14,858 shares; 2025Q3: 14,376 shares; 2025Q4: 17,333 shares; 2026Q1: 19,701 shares 19,701 $6.8M 0.05% +2,368 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: 11,643 shares; 2024Q4: 13,805 shares; 2025Q1: 49,628 shares; 2025Q2: 50,689 shares; 2025Q3: 41,112 shares; 2025Q4: 35,800 shares; 2026Q1: 33,966 shares 33,966 $6.72M 0.05% -1,834 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,383 shares; 2025Q2: 73,910 shares; 2025Q3: 59,134 shares; 2025Q4: 59,843 shares; 2026Q1: 46,082 shares 46,082 $6.7M 0.05% -13,761 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: 206,929 shares; 2024Q4: 199,104 shares; 2025Q1: 198,255 shares; 2025Q2: 184,984 shares; 2025Q3: 191,177 shares; 2025Q4: 191,982 shares; 2026Q1: 187,324 shares 187,324 $6.7M 0.05% -4,658 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: 87,483 shares; 2024Q4: 86,614 shares; 2025Q1: 63,960 shares; 2025Q2: 45,716 shares; 2025Q3: 40,729 shares; 2025Q4: 44,098 shares; 2026Q1: 45,431 shares 45,431 $6.65M 0.05% +1,333 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,254 shares 206,254 $6.63M 0.05% new Timeline JSCP 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: 134,021 shares; 2024Q4: 140,030 shares; 2025Q1: 144,672 shares; 2025Q2: 141,598 shares; 2025Q3: 141,715 shares; 2025Q4: 142,884 shares; 2026Q1: 140,150 shares 140,150 $6.63M 0.05% -2,734 Timeline PKW 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: 13,996 shares; 2024Q4: 41,596 shares; 2025Q1: 45,769 shares; 2025Q2: 45,256 shares; 2025Q3: 45,737 shares; 2025Q4: 48,893 shares; 2026Q1: 50,413 shares 50,413 $6.62M 0.05% +1,520 Timeline DFAE 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: 192,267 shares 192,267 $6.51M 0.05% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,593 shares; 2025Q1: 8,141 shares; 2025Q2: 8,898 shares; 2025Q3: 9,950 shares; 2025Q4: 50,843 shares; 2026Q1: 194,768 shares 194,768 $6.47M 0.05% +143,925 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,148 shares; 2025Q1: 12,952 shares; 2025Q2: 38,072 shares; 2025Q3: 33,429 shares; 2025Q4: 26,429 shares; 2026Q1: 23,580 shares 23,580 $6.42M 0.05% -2,849 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly 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: 127,850 shares 127,850 $6.37M 0.05% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,426 shares; 2025Q2: 50,599 shares; 2025Q3: 51,997 shares; 2025Q4: 54,282 shares; 2026Q1: 53,973 shares 53,973 $6.35M 0.05% -309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,399 shares; 2026Q1: 29,214 shares 29,214 $6.31M 0.05% -185 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: 38,854 shares; 2024Q4: 43,846 shares; 2025Q1: 52,650 shares; 2025Q2: 54,255 shares; 2025Q3: 58,034 shares; 2025Q4: 78,260 shares; 2026Q1: 95,137 shares 95,137 $6.28M 0.05% +16,877 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,248 shares; 2025Q1: 3,508 shares; 2025Q2: 3,527 shares; 2025Q3: 4,243 shares; 2025Q4: 53,799 shares; 2026Q1: 54,349 shares 54,349 $6.28M 0.05% +550 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: not reported; 2024Q4: not reported; 2025Q1: 61,665 shares; 2025Q2: 41,916 shares; 2025Q3: 51,518 shares; 2025Q4: 63,108 shares; 2026Q1: 63,720 shares 63,720 $6.27M 0.05% +612 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,987 shares; 2025Q2: 246,785 shares; 2025Q3: 247,943 shares; 2025Q4: 241,203 shares; 2026Q1: 258,057 shares 258,057 $6.27M 0.05% +16,854 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 7,338 shares; 2025Q1: 50,438 shares; 2025Q2: 48,014 shares; 2025Q3: 41,366 shares; 2025Q4: 34,807 shares; 2026Q1: 34,340 shares 34,340 $6.26M 0.05% -467 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 47,842 shares; 2026Q1: 55,500 shares 55,500 $6.22M 0.05% +7,658 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: 5,459 shares; 2024Q4: 52,350 shares; 2025Q1: 53,955 shares; 2025Q2: 51,475 shares; 2025Q3: 74,312 shares; 2025Q4: 74,574 shares; 2026Q1: 70,737 shares 70,737 $6.21M 0.05% -3,837 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: 7,253 shares; 2025Q1: 7,933 shares; 2025Q2: 7,449 shares; 2025Q3: 8,606 shares; 2025Q4: 23,203 shares; 2026Q1: 28,820 shares 28,820 $6.16M 0.05% +5,617 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 20,035 shares; 2025Q1: 20,856 shares; 2025Q2: 21,048 shares; 2025Q3: 21,201 shares; 2025Q4: 22,915 shares; 2026Q1: 25,154 shares 25,154 $6.14M 0.05% +2,239 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 11,210 shares; 2025Q1: 11,201 shares; 2025Q2: 11,359 shares; 2025Q3: 11,101 shares; 2025Q4: 24,763 shares; 2026Q1: 24,150 shares 24,150 $6.13M 0.05% -613 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: 14,392 shares; 2024Q4: 14,784 shares; 2025Q1: 17,390 shares; 2025Q2: 18,138 shares; 2025Q3: 21,101 shares; 2025Q4: 96,882 shares; 2026Q1: 98,748 shares 98,748 $6.1M 0.05% +1,866 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,577 shares; 2024Q4: 121,150 shares; 2025Q1: 114,861 shares; 2025Q2: 110,612 shares; 2025Q3: 108,948 shares; 2025Q4: 81,340 shares; 2026Q1: 77,682 shares 77,682 $6.09M 0.05% -3,658 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 19,071 shares; 2025Q1: 27,807 shares; 2025Q2: 22,263 shares; 2025Q3: 25,761 shares; 2025Q4: 80,920 shares; 2026Q1: 83,970 shares 83,970 $6.03M 0.05% +3,050 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: 12,404 shares; 2024Q4: 12,103 shares; 2025Q1: 12,047 shares; 2025Q2: 12,150 shares; 2025Q3: 11,626 shares; 2025Q4: 66,027 shares; 2026Q1: 71,401 shares 71,401 $6.03M 0.05% +5,374 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: 16,394 shares; 2024Q4: 20,198 shares; 2025Q1: 20,423 shares; 2025Q2: 24,719 shares; 2025Q3: 25,606 shares; 2025Q4: 53,539 shares; 2026Q1: 55,157 shares 55,157 $6.01M 0.05% +1,618 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: 83,773 shares; 2024Q4: 120,321 shares; 2025Q1: 126,301 shares; 2025Q2: 136,700 shares; 2025Q3: 157,621 shares; 2025Q4: 150,921 shares; 2026Q1: 178,155 shares 178,155 $5.97M 0.04% +27,234 Timeline XLRE 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: 85,837 shares; 2025Q2: 19,865 shares; 2025Q3: 78,777 shares; 2025Q4: 117,323 shares; 2026Q1: 145,628 shares 145,628 $5.95M 0.04% +28,305 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: 12,600 shares; 2024Q4: 13,100 shares; 2025Q1: 15,546 shares; 2025Q2: 32,543 shares; 2025Q3: 31,651 shares; 2025Q4: 32,126 shares; 2026Q1: 130,947 shares 130,947 $5.94M 0.04% +98,821 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,397 shares; 2026Q1: 61,819 shares 61,819 $5.93M 0.04% +56,422 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: 51,908 shares; 2024Q4: 53,509 shares; 2025Q1: 51,651 shares; 2025Q2: 51,244 shares; 2025Q3: 50,788 shares; 2025Q4: 51,686 shares; 2026Q1: 55,582 shares 55,582 $5.92M 0.04% +3,896 Timeline CORP 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: 3,245 shares; 2025Q1: 3,670 shares; 2025Q2: 5,674 shares; 2025Q3: 10,572 shares; 2025Q4: 10,901 shares; 2026Q1: 60,883 shares 60,883 $5.89M 0.04% +49,982 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: 13,235 shares; 2024Q4: 14,249 shares; 2025Q1: 13,843 shares; 2025Q2: 13,340 shares; 2025Q3: 12,800 shares; 2025Q4: 21,491 shares; 2026Q1: 27,123 shares 27,123 $5.89M 0.04% +5,632 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly 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: 94,095 shares; 2026Q1: 95,419 shares 95,419 $5.88M 0.04% +1,324 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: 10,826 shares; 2024Q4: 9,199 shares; 2025Q1: 9,397 shares; 2025Q2: 9,452 shares; 2025Q3: 9,560 shares; 2025Q4: 20,797 shares; 2026Q1: 20,406 shares 20,406 $5.86M 0.04% -391 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,705 shares; 2024Q4: 114,114 shares; 2025Q1: 115,115 shares; 2025Q2: 108,451 shares; 2025Q3: 112,159 shares; 2025Q4: 112,595 shares; 2026Q1: 120,589 shares 120,589 $5.83M 0.04% +7,994 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: not reported; 2026Q1: 231,686 shares 231,686 $5.82M 0.04% new 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: 43,833 shares; 2024Q4: 90,042 shares; 2025Q1: 109,178 shares; 2025Q2: 104,493 shares; 2025Q3: 96,234 shares; 2025Q4: 201,211 shares; 2026Q1: 201,269 shares 201,269 $5.78M 0.04% +58 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 32,886 shares; 2025Q1: 32,829 shares; 2025Q2: 30,493 shares; 2025Q3: 30,186 shares; 2025Q4: 64,543 shares; 2026Q1: 61,808 shares 61,808 $5.73M 0.04% -2,735 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,955 shares; 2024Q4: 17,340 shares; 2025Q1: 20,213 shares; 2025Q2: 20,295 shares; 2025Q3: 20,492 shares; 2025Q4: 20,461 shares; 2026Q1: 20,992 shares 20,992 $5.72M 0.04% +531 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: 2,256 shares; 2024Q4: 10,820 shares; 2025Q1: 10,985 shares; 2025Q2: 10,352 shares; 2025Q3: 10,246 shares; 2025Q4: 21,765 shares; 2026Q1: 36,292 shares 36,292 $5.71M 0.04% +14,527 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: 341 shares; 2024Q4: 456 shares; 2025Q1: 464 shares; 2025Q2: 471 shares; 2025Q3: 483 shares; 2025Q4: 768 shares; 2026Q1: 1,349 shares 1,349 $5.68M 0.04% +581 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 117,144 shares; 2026Q1: 117,724 shares 117,724 $5.67M 0.04% +580 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,445 shares; 2024Q4: 23,858 shares; 2025Q1: 33,905 shares; 2025Q2: 34,222 shares; 2025Q3: 41,492 shares; 2025Q4: 70,478 shares; 2026Q1: 146,269 shares 146,269 $5.62M 0.04% +75,791 Timeline EWZ 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: 97,125 shares; 2025Q4: 141,929 shares; 2026Q1: 146,344 shares 146,344 $5.62M 0.04% +4,415 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,226 shares; 2025Q3: 4,537 shares; 2025Q4: 17,465 shares; 2026Q1: 34,266 shares 34,266 $5.61M 0.04% +16,801 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: not reported; 2024Q4: 2,505 shares; 2025Q1: 3,349 shares; 2025Q2: 2,931 shares; 2025Q3: 2,498 shares; 2025Q4: 4,179 shares; 2026Q1: 24,293 shares 24,293 $5.6M 0.04% +20,114 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 8,926 shares; 2025Q1: 8,927 shares; 2025Q2: 8,844 shares; 2025Q3: 9,365 shares; 2025Q4: 8,719 shares; 2026Q1: 85,725 shares 85,725 $5.58M 0.04% +77,006 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,429 shares; 2025Q3: 1,437 shares; 2025Q4: 1,441 shares; 2026Q1: 2,949 shares 2,949 $5.56M 0.04% +1,508 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,954 shares; 2024Q4: 79,205 shares; 2025Q1: 79,836 shares; 2025Q2: 79,923 shares; 2025Q3: 82,435 shares; 2025Q4: 105,590 shares; 2026Q1: 87,774 shares 87,774 $5.5M 0.04% -17,816 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: 1,067 shares; 2024Q4: 2,124 shares; 2025Q1: 3,033 shares; 2025Q2: 3,530 shares; 2025Q3: 3,692 shares; 2025Q4: 7,892 shares; 2026Q1: 14,090 shares 14,090 $5.5M 0.04% +6,198 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,359 shares; 2024Q4: 186,556 shares; 2025Q1: 158,228 shares; 2025Q2: 137,246 shares; 2025Q3: 121,141 shares; 2025Q4: 109,874 shares; 2026Q1: 107,294 shares 107,294 $5.47M 0.04% -2,580 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: 4,405 shares; 2024Q4: 8,096 shares; 2025Q1: 8,525 shares; 2025Q2: 8,888 shares; 2025Q3: 9,268 shares; 2025Q4: 69,735 shares; 2026Q1: 68,493 shares 68,493 $5.44M 0.04% -1,242 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,598 shares; 2024Q4: 105,088 shares; 2025Q1: 117,692 shares; 2025Q2: 116,319 shares; 2025Q3: 116,719 shares; 2025Q4: 112,981 shares; 2026Q1: 116,599 shares 116,599 $5.42M 0.04% +3,618 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 4,310 shares; 2025Q1: 5,108 shares; 2025Q2: 6,002 shares; 2025Q3: 15,895 shares; 2025Q4: 13,356 shares; 2026Q1: 13,662 shares 13,662 $5.42M 0.04% +306 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: 95,032 shares; 2024Q4: 103,290 shares; 2025Q1: 103,768 shares; 2025Q2: 103,043 shares; 2025Q3: 103,258 shares; 2025Q4: 103,375 shares; 2026Q1: 106,701 shares 106,701 $5.39M 0.04% +3,326 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: 11,430 shares; 2024Q4: 37,820 shares; 2025Q1: 40,193 shares; 2025Q2: 39,809 shares; 2025Q3: 39,707 shares; 2025Q4: 39,706 shares; 2026Q1: 40,633 shares 40,633 $5.38M 0.04% +927 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,828 shares; 2025Q2: 125,107 shares; 2025Q3: 134,016 shares; 2025Q4: 141,148 shares; 2026Q1: 135,209 shares 135,209 $5.37M 0.04% -5,939 Timeline IWL ISHARES 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: 23,798 shares; 2025Q1: 24,365 shares; 2025Q2: 27,186 shares; 2025Q3: 29,549 shares; 2025Q4: 31,394 shares; 2026Q1: 33,336 shares 33,336 $5.35M 0.04% +1,942 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: 196,714 shares; 2024Q4: 340,511 shares; 2025Q1: 343,005 shares; 2025Q2: 337,430 shares; 2025Q3: 261,204 shares; 2025Q4: 232,165 shares; 2026Q1: 230,373 shares 230,373 $5.35M 0.04% -1,792 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,691 shares; 2025Q4: 3,178 shares; 2026Q1: 39,111 shares 39,111 $5.34M 0.04% +35,933 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,999 shares; 2024Q4: 79,206 shares; 2025Q1: 81,770 shares; 2025Q2: 94,285 shares; 2025Q3: 99,828 shares; 2025Q4: 99,946 shares; 2026Q1: 100,209 shares 100,209 $5.33M 0.04% +263 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 32,099 shares; 2025Q1: 39,397 shares; 2025Q2: 39,523 shares; 2025Q3: 43,529 shares; 2025Q4: 57,468 shares; 2026Q1: 85,970 shares 85,970 $5.21M 0.04% +28,502 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,985 shares; 2024Q4: 51,196 shares; 2025Q1: 65,010 shares; 2025Q2: 69,562 shares; 2025Q3: 71,110 shares; 2025Q4: 75,565 shares; 2026Q1: 105,494 shares 105,494 $5.21M 0.04% +29,929 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: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 32,535 shares; 2026Q1: 32,410 shares 32,410 $5.15M 0.04% -125 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: 42,655 shares; 2024Q4: 52,296 shares; 2025Q1: 200,976 shares; 2025Q2: 196,868 shares; 2025Q3: 191,297 shares; 2025Q4: 195,178 shares; 2026Q1: 193,135 shares 193,135 $5.14M 0.04% -2,043 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,986 shares; 2025Q2: 54,782 shares; 2025Q3: 54,610 shares; 2025Q4: 62,761 shares; 2026Q1: 61,055 shares 61,055 $5.1M 0.04% -1,706 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,036 shares; 2026Q1: 104,332 shares 104,332 $5M 0.04% -2,704 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,227 shares; 2025Q1: 3,372 shares; 2025Q2: 3,461 shares; 2025Q3: 3,815 shares; 2025Q4: 40,201 shares; 2026Q1: 39,280 shares 39,280 $4.97M 0.04% -921 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 136,770 shares; 2026Q1: 137,837 shares 137,837 $4.97M 0.04% +1,067 Timeline DFAU 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: 51,537 shares; 2024Q4: 51,087 shares; 2025Q1: 53,806 shares; 2025Q2: 127,626 shares; 2025Q3: 127,393 shares; 2025Q4: 131,787 shares; 2026Q1: 109,700 shares 109,700 $4.95M 0.04% -22,087 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,108 shares; 2024Q4: 58,145 shares; 2025Q1: 62,220 shares; 2025Q2: 61,928 shares; 2025Q3: 61,954 shares; 2025Q4: 69,744 shares; 2026Q1: 69,769 shares 69,769 $4.95M 0.04% +25 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: 7,419 shares; 2024Q4: 11,617 shares; 2025Q1: 19,310 shares; 2025Q2: 21,770 shares; 2025Q3: 26,407 shares; 2025Q4: 34,248 shares; 2026Q1: 37,618 shares 37,618 $4.93M 0.04% +3,370 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: 10,068 shares; 2024Q4: 11,956 shares; 2025Q1: 82,541 shares; 2025Q2: 86,241 shares; 2025Q3: 78,280 shares; 2025Q4: 110,619 shares; 2026Q1: 107,923 shares 107,923 $4.91M 0.04% -2,696 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP 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: 201,028 shares; 2026Q1: 210,448 shares 210,448 $4.82M 0.04% +9,420 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: 31,847 shares; 2024Q4: 189,654 shares; 2025Q1: 201,059 shares; 2025Q2: 213,483 shares; 2025Q3: 212,619 shares; 2025Q4: 236,496 shares; 2026Q1: 232,222 shares 232,222 $4.81M 0.04% -4,274 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,348 shares; 2025Q3: 2,053 shares; 2025Q4: 21,705 shares; 2026Q1: 22,192 shares 22,192 $4.76M 0.04% +487 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: 1,884 shares; 2024Q4: 4,273 shares; 2025Q1: 4,545 shares; 2025Q2: 4,613 shares; 2025Q3: 4,625 shares; 2025Q4: 5,691 shares; 2026Q1: 11,112 shares 11,112 $4.73M 0.04% +5,421 Timeline SPMB 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: 132,856 shares; 2024Q4: 144,687 shares; 2025Q1: 160,295 shares; 2025Q2: 164,027 shares; 2025Q3: 179,462 shares; 2025Q4: 199,195 shares; 2026Q1: 210,632 shares 210,632 $4.72M 0.04% +11,437 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: 26,861 shares; 2024Q4: 29,181 shares; 2025Q1: 32,677 shares; 2025Q2: 36,384 shares; 2025Q3: 22,901 shares; 2025Q4: 26,468 shares; 2026Q1: 33,822 shares 33,822 $4.71M 0.04% +7,354 Timeline SCHY 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: 108,596 shares; 2024Q4: 82,936 shares; 2025Q1: 94,529 shares; 2025Q2: 101,302 shares; 2025Q3: 109,714 shares; 2025Q4: 123,675 shares; 2026Q1: 148,830 shares 148,830 $4.71M 0.04% +25,155 Timeline PXF 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: 68,707 shares; 2024Q4: 70,064 shares; 2025Q1: 68,579 shares; 2025Q2: 68,445 shares; 2025Q3: 67,197 shares; 2025Q4: 67,203 shares; 2026Q1: 67,287 shares 67,287 $4.7M 0.04% +84 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,064 shares; 2025Q1: 8,754 shares; 2025Q2: 25,566 shares; 2025Q3: 32,231 shares; 2025Q4: 36,159 shares; 2026Q1: 66,679 shares 66,679 $4.69M 0.04% +30,520 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,293 shares; 2024Q4: 104,799 shares; 2025Q1: 109,138 shares; 2025Q2: 111,707 shares; 2025Q3: 111,711 shares; 2025Q4: 113,581 shares; 2026Q1: 116,707 shares 116,707 $4.68M 0.04% +3,126 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,991 shares; 2024Q4: 23,024 shares; 2025Q1: 41,353 shares; 2025Q2: 45,782 shares; 2025Q3: 49,342 shares; 2025Q4: 49,389 shares; 2026Q1: 65,971 shares 65,971 $4.67M 0.04% +16,582 Timeline SCHJ 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: not reported; 2026Q1: 188,438 shares 188,438 $4.66M 0.03% new 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: 1,118 shares; 2024Q4: 1,121 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,215 shares; 2025Q4: 29,170 shares; 2026Q1: 19,626 shares 19,626 $4.59M 0.03% -9,544 Timeline DFIS 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: 122,976 shares; 2024Q4: 185,812 shares; 2025Q1: 215,176 shares; 2025Q2: 192,781 shares; 2025Q3: 204,814 shares; 2025Q4: 125,689 shares; 2026Q1: 136,163 shares 136,163 $4.58M 0.03% +10,474 Timeline EES 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: 79,965 shares; 2025Q1: 79,765 shares; 2025Q2: 79,765 shares; 2025Q3: 79,265 shares; 2025Q4: 79,105 shares; 2026Q1: 78,904 shares 78,904 $4.58M 0.03% -201 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,280 shares; 2025Q1: 1,426 shares; 2025Q2: 1,348 shares; 2025Q3: 1,869 shares; 2025Q4: 2,645 shares; 2026Q1: 5,895 shares 5,895 $4.56M 0.03% +3,250 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: not reported; 2024Q4: 5,621 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,490 shares; 2025Q4: 20,667 shares; 2026Q1: 22,831 shares 22,831 $4.49M 0.03% +2,164 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,119 shares; 2024Q4: 14,369 shares; 2025Q1: 14,601 shares; 2025Q2: 12,795 shares; 2025Q3: 13,259 shares; 2025Q4: 49,875 shares; 2026Q1: 53,180 shares 53,180 $4.45M 0.03% +3,305 Timeline BBHL BBH TR More: the full row for BBH 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: 301,709 shares; 2026Q1: 296,131 shares 296,131 $4.45M 0.03% -5,578 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,475 shares; 2024Q4: 51,411 shares; 2025Q1: 49,501 shares; 2025Q2: 49,114 shares; 2025Q3: 48,866 shares; 2025Q4: 47,967 shares; 2026Q1: 65,884 shares 65,884 $4.43M 0.03% +17,917 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,250 shares; 2024Q4: 259,146 shares; 2025Q1: 278,335 shares; 2025Q2: 290,307 shares; 2025Q3: 310,912 shares; 2025Q4: 315,208 shares; 2026Q1: 326,426 shares 326,426 $4.41M 0.03% +11,218 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,087 shares; 2025Q1: 33,604 shares; 2025Q2: 32,998 shares; 2025Q3: 41,093 shares; 2025Q4: 186,524 shares; 2026Q1: 193,603 shares 193,603 $4.41M 0.03% +7,079 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 72,367 shares; 2026Q1: 72,359 shares 72,359 $4.37M 0.03% -8 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,034 shares; 2025Q2: 12,792 shares; 2025Q3: 13,120 shares; 2025Q4: 12,546 shares; 2026Q1: 12,751 shares 12,751 $4.37M 0.03% +205 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 4,015 shares; 2025Q1: 15,682 shares; 2025Q2: 15,837 shares; 2025Q3: 16,271 shares; 2025Q4: 13,385 shares; 2026Q1: 12,252 shares 12,252 $4.34M 0.03% -1,133 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,022 shares; 2024Q4: 32,200 shares; 2025Q1: 31,763 shares; 2025Q2: 30,017 shares; 2025Q3: 31,333 shares; 2025Q4: 34,413 shares; 2026Q1: 35,348 shares 35,348 $4.28M 0.03% +935 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 43,867 shares 43,867 $4.27M 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 55,066 shares; 2025Q1: 52,148 shares; 2025Q2: 56,297 shares; 2025Q3: 58,960 shares; 2025Q4: 75,003 shares; 2026Q1: 82,115 shares 82,115 $4.27M 0.03% +7,112 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,538 shares; 2024Q4: 158,763 shares; 2025Q1: 155,608 shares; 2025Q2: 152,373 shares; 2025Q3: 154,596 shares; 2025Q4: 140,280 shares; 2026Q1: 140,355 shares 140,355 $4.26M 0.03% +75 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: 3,275 shares; 2024Q4: 3,592 shares; 2025Q1: 3,404 shares; 2025Q2: 3,385 shares; 2025Q3: 3,383 shares; 2025Q4: 6,541 shares; 2026Q1: 7,030 shares 7,030 $4.25M 0.03% +489 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,275 shares; 2025Q1: 3,567 shares; 2025Q2: 3,608 shares; 2025Q3: 3,499 shares; 2025Q4: 5,051 shares; 2026Q1: 4,914 shares 4,914 $4.25M 0.03% -137 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 119,195 shares; 2025Q2: 118,763 shares; 2025Q3: 118,558 shares; 2025Q4: 118,409 shares; 2026Q1: 117,635 shares 117,635 $4.25M 0.03% -774 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419,985 shares; 2025Q3: 405,608 shares; 2025Q4: 403,250 shares; 2026Q1: 406,934 shares 406,934 $4.24M 0.03% +3,684 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 10,459 shares; 2025Q4: 11,226 shares; 2026Q1: 84,612 shares 84,612 $4.23M 0.03% +73,386 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,887 shares; 2026Q1: 61,522 shares 61,522 $4.23M 0.03% +635 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 5,032 shares; 2025Q1: 6,729 shares; 2025Q2: 7,322 shares; 2025Q3: 8,890 shares; 2025Q4: 11,233 shares; 2026Q1: 11,737 shares 11,737 $4.18M 0.03% +504 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,869 shares; 2025Q2: 12,869 shares; 2025Q3: 12,877 shares; 2025Q4: 14,477 shares; 2026Q1: 262,682 shares 262,682 $4.18M 0.03% +248,205 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 6,292 shares; 2025Q1: 6,499 shares; 2025Q2: 6,767 shares; 2025Q3: 7,110 shares; 2025Q4: 12,419 shares; 2026Q1: 16,899 shares 16,899 $4.18M 0.03% +4,480 Timeline EIDO ISHARES 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: 86,255 shares; 2025Q2: 85,736 shares; 2025Q3: 249,038 shares; 2025Q4: 271,714 shares; 2026Q1: 264,325 shares 264,325 $4.17M 0.03% -7,389 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: 21,585 shares; 2024Q4: 26,443 shares; 2025Q1: 28,797 shares; 2025Q2: 27,874 shares; 2025Q3: 27,151 shares; 2025Q4: 29,825 shares; 2026Q1: 28,723 shares 28,723 $4.17M 0.03% -1,102 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: not reported; 2024Q4: 3,712 shares; 2025Q1: 4,130 shares; 2025Q2: 4,198 shares; 2025Q3: 3,822 shares; 2025Q4: 5,158 shares; 2026Q1: 62,715 shares 62,715 $4.16M 0.03% +57,557 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,193 shares; 2025Q1: 30,965 shares; 2025Q2: 31,292 shares; 2025Q3: 31,365 shares; 2025Q4: 29,782 shares; 2026Q1: 28,206 shares 28,206 $4.12M 0.03% -1,576 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,115 shares; 2024Q4: 43,786 shares; 2025Q1: 47,264 shares; 2025Q2: 53,708 shares; 2025Q3: 57,129 shares; 2025Q4: 58,752 shares; 2026Q1: 59,333 shares 59,333 $4.12M 0.03% +581 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,101 shares; 2025Q1: 54,448 shares; 2025Q2: 61,032 shares; 2025Q3: 63,987 shares; 2025Q4: 60,645 shares; 2026Q1: 56,343 shares 56,343 $4.1M 0.03% -4,302 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,999 shares; 2026Q1: 22,800 shares 22,800 $4.09M 0.03% +801 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,798 shares; 2024Q4: 40,892 shares; 2025Q1: 113,225 shares; 2025Q2: 116,005 shares; 2025Q3: 97,511 shares; 2025Q4: 92,890 shares; 2026Q1: 65,035 shares 65,035 $4.07M 0.03% -27,855 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 17,407 shares; 2025Q1: 34,962 shares; 2025Q2: 17,523 shares; 2025Q3: 17,763 shares; 2025Q4: 17,728 shares; 2026Q1: 18,490 shares 18,490 $4.04M 0.03% +762 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,035 shares; 2024Q4: 73,281 shares; 2025Q1: 75,044 shares; 2025Q2: 77,284 shares; 2025Q3: 78,469 shares; 2025Q4: 83,485 shares; 2026Q1: 84,825 shares 84,825 $4.02M 0.03% +1,340 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 11,400 shares; 2025Q1: 11,727 shares; 2025Q2: 11,275 shares; 2025Q3: 11,211 shares; 2025Q4: 13,746 shares; 2026Q1: 15,011 shares 15,011 $4M 0.03% +1,265 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,637 shares; 2025Q2: 12,979 shares; 2025Q3: 13,628 shares; 2025Q4: 14,518 shares; 2026Q1: 14,334 shares 14,334 $3.98M 0.03% -184 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,049 shares; 2026Q1: 52,619 shares 52,619 $3.98M 0.03% +24,570 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: not reported; 2024Q4: 4,196 shares; 2025Q1: 5,583 shares; 2025Q2: 5,734 shares; 2025Q3: 8,082 shares; 2025Q4: 27,340 shares; 2026Q1: 31,493 shares 31,493 $3.98M 0.03% +4,153 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: 4,699 shares; 2024Q4: 5,347 shares; 2025Q1: 5,595 shares; 2025Q2: 5,765 shares; 2025Q3: 6,126 shares; 2025Q4: 7,029 shares; 2026Q1: 7,369 shares 7,369 $3.96M 0.03% +340 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,346 shares; 2025Q2: 55,004 shares; 2025Q3: 66,686 shares; 2025Q4: 65,571 shares; 2026Q1: 85,472 shares 85,472 $3.95M 0.03% +19,901 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,498 shares; 2025Q2: 55,421 shares; 2025Q3: 57,277 shares; 2025Q4: 56,057 shares; 2026Q1: 54,948 shares 54,948 $3.93M 0.03% -1,109 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,992 shares; 2024Q4: 18,470 shares; 2025Q1: 18,766 shares; 2025Q2: 19,379 shares; 2025Q3: 18,334 shares; 2025Q4: 32,285 shares; 2026Q1: 148,670 shares 148,670 $3.91M 0.03% +116,385 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: 18,771 shares; 2024Q4: 24,372 shares; 2025Q1: 26,108 shares; 2025Q2: 24,076 shares; 2025Q3: 24,095 shares; 2025Q4: 29,736 shares; 2026Q1: 29,815 shares 29,815 $3.91M 0.03% +79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,184 shares; 2024Q4: 22,020 shares; 2025Q1: 22,082 shares; 2025Q2: 16,340 shares; 2025Q3: 16,772 shares; 2025Q4: 23,186 shares; 2026Q1: 22,971 shares 22,971 $3.88M 0.03% -215 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: 6,505 shares; 2024Q4: 12,001 shares; 2025Q1: 13,960 shares; 2025Q2: 13,779 shares; 2025Q3: 14,858 shares; 2025Q4: 19,181 shares; 2026Q1: 18,874 shares 18,874 $3.83M 0.03% -307 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: 46,847 shares; 2024Q4: 91,145 shares; 2025Q1: 82,358 shares; 2025Q2: 81,483 shares; 2025Q3: 81,572 shares; 2025Q4: 92,348 shares; 2026Q1: 93,144 shares 93,144 $3.82M 0.03% +796 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,932 shares; 2024Q4: 78,373 shares; 2025Q1: 78,646 shares; 2025Q2: 81,316 shares; 2025Q3: 112,421 shares; 2025Q4: 126,204 shares; 2026Q1: 133,324 shares 133,324 $3.82M 0.03% +7,120 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 11,045 shares; 2025Q2: 11,451 shares; 2025Q3: 12,131 shares; 2025Q4: 12,003 shares; 2026Q1: 16,461 shares 16,461 $3.82M 0.03% +4,458 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: 61,072 shares; 2024Q4: 59,571 shares; 2025Q1: 59,471 shares; 2025Q2: 58,935 shares; 2025Q3: 58,918 shares; 2025Q4: 92,802 shares; 2026Q1: 96,371 shares 96,371 $3.8M 0.03% +3,569 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,776 shares; 2025Q2: 37,446 shares; 2025Q3: 41,080 shares; 2025Q4: 43,999 shares; 2026Q1: 42,883 shares 42,883 $3.79M 0.03% -1,116 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: 7,332 shares; 2024Q4: 282,865 shares; 2025Q1: 286,721 shares; 2025Q2: 284,800 shares; 2025Q3: 77,227 shares; 2025Q4: 74,855 shares; 2026Q1: 81,959 shares 81,959 $3.79M 0.03% +7,104 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: 2,820 shares; 2024Q4: 14,014 shares; 2025Q1: 14,834 shares; 2025Q2: 14,151 shares; 2025Q3: 14,520 shares; 2025Q4: 26,249 shares; 2026Q1: 18,238 shares 18,238 $3.78M 0.03% -8,011 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: 7,835 shares; 2024Q4: 22,299 shares; 2025Q1: 23,040 shares; 2025Q2: 25,445 shares; 2025Q3: 26,123 shares; 2025Q4: 27,139 shares; 2026Q1: 30,051 shares 30,051 $3.77M 0.03% +2,912 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 2,996 shares; 2025Q4: 29,054 shares; 2026Q1: 29,811 shares 29,811 $3.76M 0.03% +757 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,878 shares; 2024Q4: 45,486 shares; 2025Q1: 39,336 shares; 2025Q2: 39,287 shares; 2025Q3: 39,155 shares; 2025Q4: 37,073 shares; 2026Q1: 37,392 shares 37,392 $3.74M 0.03% +319 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 62,840 shares; 2025Q1: 60,961 shares; 2025Q2: 59,044 shares; 2025Q3: 62,293 shares; 2025Q4: 62,106 shares; 2026Q1: 62,852 shares 62,852 $3.72M 0.03% +746 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 1,557 shares; 2025Q2: 1,827 shares; 2025Q3: 1,967 shares; 2025Q4: 2,460 shares; 2026Q1: 2,685 shares 2,685 $3.7M 0.03% +225 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 8,112 shares; 2026Q1: 34,364 shares 34,364 $3.69M 0.03% +26,252 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,069 shares; 2024Q4: 31,192 shares; 2025Q1: 31,158 shares; 2025Q2: 30,464 shares; 2025Q3: 33,989 shares; 2025Q4: 34,422 shares; 2026Q1: 36,018 shares 36,018 $3.68M 0.03% +1,596 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,202 shares; 2025Q3: 17,402 shares; 2025Q4: 20,402 shares; 2026Q1: 144,146 shares 144,146 $3.67M 0.03% +123,744 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,491 shares; 2024Q4: 44,785 shares; 2025Q1: 45,448 shares; 2025Q2: 46,848 shares; 2025Q3: 32,326 shares; 2025Q4: 32,704 shares; 2026Q1: 73,527 shares 73,527 $3.67M 0.03% +40,823 Timeline EWU ISHARES 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: 79,591 shares; 2026Q1: 80,570 shares 80,570 $3.67M 0.03% +979 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: 83,191 shares; 2024Q4: 78,307 shares; 2025Q1: 77,419 shares; 2025Q2: 76,476 shares; 2025Q3: 75,089 shares; 2025Q4: 74,489 shares; 2026Q1: 73,741 shares 73,741 $3.66M 0.03% -748 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 10,836 shares; 2025Q1: 190,823 shares; 2025Q2: 211,201 shares; 2025Q3: 137,038 shares; 2025Q4: 101,627 shares; 2026Q1: 78,134 shares 78,134 $3.65M 0.03% -23,493 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,309 shares; 2024Q4: 77,282 shares; 2025Q1: 78,454 shares; 2025Q2: 80,103 shares; 2025Q3: 80,405 shares; 2025Q4: 109,030 shares; 2026Q1: 37,713 shares 37,713 $3.64M 0.03% -71,317 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,566 shares; 2024Q4: 14,675 shares; 2025Q1: 28,718 shares; 2025Q2: 28,683 shares; 2025Q3: 35,429 shares; 2025Q4: 40,856 shares; 2026Q1: 53,228 shares 53,228 $3.63M 0.03% +12,372 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,554 shares; 2024Q4: 79,194 shares; 2025Q1: 76,639 shares; 2025Q2: 78,209 shares; 2025Q3: 76,908 shares; 2025Q4: 74,216 shares; 2026Q1: 71,547 shares 71,547 $3.62M 0.03% -2,669 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: not reported; 2025Q1: 74,744 shares; 2025Q2: 78,188 shares; 2025Q3: 83,302 shares; 2025Q4: 78,649 shares; 2026Q1: 76,953 shares 76,953 $3.6M 0.03% -1,696 Timeline FNDE 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: 79,877 shares; 2024Q4: 83,014 shares; 2025Q1: 87,413 shares; 2025Q2: 83,188 shares; 2025Q3: 79,787 shares; 2025Q4: 79,203 shares; 2026Q1: 93,914 shares 93,914 $3.59M 0.03% +14,711 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 24,074 shares; 2025Q1: 26,049 shares; 2025Q2: 26,149 shares; 2025Q3: 27,207 shares; 2025Q4: 29,097 shares; 2026Q1: 29,655 shares 29,655 $3.58M 0.03% +558 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES 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: 32,717 shares; 2026Q1: 31,982 shares 31,982 $3.58M 0.03% -735 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 21,153 shares 21,153 $3.58M 0.03% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,306 shares 86,306 $3.54M 0.03% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,145 shares; 2024Q4: 118,206 shares; 2025Q1: 118,196 shares; 2025Q2: 118,369 shares; 2025Q3: 117,426 shares; 2025Q4: 115,783 shares; 2026Q1: 112,248 shares 112,248 $3.53M 0.03% -3,535 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,536 shares; 2024Q4: 126,327 shares; 2025Q1: 127,525 shares; 2025Q2: 135,146 shares; 2025Q3: 149,428 shares; 2025Q4: 173,894 shares; 2026Q1: 179,087 shares 179,087 $3.51M 0.03% +5,193 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 4,223 shares; 2025Q1: 6,878 shares; 2025Q2: 7,633 shares; 2025Q3: 8,191 shares; 2025Q4: 9,002 shares; 2026Q1: 12,573 shares 12,573 $3.51M 0.03% +3,571 Timeline