AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,705 shares; 2024Q4: 1,024,384 shares; 2025Q1: 908,849 shares; 2025Q2: 954,478 shares; 2025Q3: 969,803 shares; 2025Q4: 1,001,087 shares; 2026Q1: 1,015,508 shares 1,015,508 $258M 3% +14,421 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286,338 shares; 2024Q4: 1,250,600 shares; 2025Q1: 928,530 shares; 2025Q2: 923,681 shares; 2025Q3: 837,776 shares; 2025Q4: 780,470 shares; 2026Q1: 760,338 shares 760,338 $235M 2.74% -20,132 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: 584,609 shares; 2024Q4: 596,799 shares; 2025Q1: 565,820 shares; 2025Q2: 583,946 shares; 2025Q3: 593,994 shares; 2025Q4: 610,229 shares; 2026Q1: 630,113 shares 630,113 $233M 2.72% +19,884 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: 963,007 shares; 2024Q4: 989,061 shares; 2025Q1: 1,078,336 shares; 2025Q2: 1,180,769 shares; 2025Q3: 1,212,370 shares; 2025Q4: 1,190,200 shares; 2026Q1: 1,216,769 shares 1,216,769 $212M 2.47% +26,569 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: 752,886 shares; 2024Q4: 763,582 shares; 2025Q1: 917,359 shares; 2025Q2: 1,195,590 shares; 2025Q3: 1,202,999 shares; 2025Q4: 1,202,298 shares; 2026Q1: 1,158,636 shares 1,158,636 $131M 1.53% -43,662 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: 555,177 shares; 2024Q4: 567,558 shares; 2025Q1: 579,779 shares; 2025Q2: 591,096 shares; 2025Q3: 614,095 shares; 2025Q4: 634,242 shares; 2026Q1: 601,587 shares 601,587 $131M 1.52% -32,655 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: 554,030 shares; 2024Q4: 562,406 shares; 2025Q1: 594,427 shares; 2025Q2: 565,653 shares; 2025Q3: 596,608 shares; 2025Q4: 606,900 shares; 2026Q1: 628,058 shares 628,058 $130M 1.51% +21,158 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: 441,641 shares; 2024Q4: 442,024 shares; 2025Q1: 444,671 shares; 2025Q2: 422,983 shares; 2025Q3: 426,483 shares; 2025Q4: 430,861 shares; 2026Q1: 438,486 shares 438,486 $129M 1.5% +7,625 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: 412,634 shares; 2024Q4: 399,137 shares; 2025Q1: 442,801 shares; 2025Q2: 506,373 shares; 2025Q3: 515,907 shares; 2025Q4: 524,946 shares; 2026Q1: 521,526 shares 521,526 $127M 1.49% -3,420 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,159 shares; 2024Q4: 676,624 shares; 2025Q1: 664,078 shares; 2025Q2: 674,953 shares; 2025Q3: 698,892 shares; 2025Q4: 730,182 shares; 2026Q1: 765,353 shares 765,353 $127M 1.47% +35,171 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: 499,976 shares; 2024Q4: 503,464 shares; 2025Q1: 517,224 shares; 2025Q2: 533,079 shares; 2025Q3: 517,870 shares; 2025Q4: 472,149 shares; 2026Q1: 436,293 shares 436,293 $125M 1.46% -35,856 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: 957,526 shares; 2024Q4: 985,526 shares; 2025Q1: 1,241,941 shares; 2025Q2: 1,477,736 shares; 2025Q3: 1,530,816 shares; 2025Q4: 1,573,382 shares; 2026Q1: 1,610,222 shares 1,610,222 $125M 1.46% +36,840 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,709 shares; 2024Q4: 122,313 shares; 2025Q1: 141,056 shares; 2025Q2: 158,091 shares; 2025Q3: 171,391 shares; 2025Q4: 182,258 shares; 2026Q1: 190,547 shares 190,547 $124M 1.45% +8,289 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: 371,339 shares; 2024Q4: 371,824 shares; 2025Q1: 325,312 shares; 2025Q2: 334,532 shares; 2025Q3: 347,155 shares; 2025Q4: 358,993 shares; 2026Q1: 511,252 shares 511,252 $124M 1.44% +152,259 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: 444,249 shares; 2024Q4: 479,782 shares; 2025Q1: 475,541 shares; 2025Q2: 500,426 shares; 2025Q3: 516,323 shares; 2025Q4: 535,698 shares; 2026Q1: 553,062 shares 553,062 $115M 1.34% +17,364 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: 368,742 shares; 2024Q4: 380,952 shares; 2025Q1: 398,885 shares; 2025Q2: 413,701 shares; 2025Q3: 416,517 shares; 2025Q4: 407,159 shares; 2026Q1: 354,834 shares 354,834 $102M 1.19% -52,325 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: 2,764,764 shares; 2024Q4: 2,730,231 shares; 2025Q1: 2,684,521 shares; 2025Q2: 2,763,084 shares; 2025Q3: 2,834,730 shares; 2025Q4: 2,955,890 shares; 2026Q1: 3,020,623 shares 3,020,623 $101M 1.18% +64,733 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: 59,356 shares; 2024Q4: 65,919 shares; 2025Q1: 135,839 shares; 2025Q2: 153,529 shares; 2025Q3: 170,168 shares; 2025Q4: 188,852 shares; 2026Q1: 219,072 shares 219,072 $95.7M 1.12% +30,220 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: 464,123 shares; 2024Q4: 444,327 shares; 2025Q1: 450,140 shares; 2025Q2: 523,426 shares; 2025Q3: 540,282 shares; 2025Q4: 562,464 shares; 2026Q1: 581,364 shares 581,364 $92.8M 1.08% +18,900 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: 766,780 shares; 2024Q4: 748,014 shares; 2025Q1: 761,643 shares; 2025Q2: 799,549 shares; 2025Q3: 811,913 shares; 2025Q4: 837,482 shares; 2026Q1: 711,265 shares 711,265 $81.8M 0.95% -126,217 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089,794 shares; 2025Q3: 1,139,718 shares; 2025Q4: 1,197,818 shares; 2026Q1: 1,249,158 shares 1,249,158 $81M 0.94% +51,340 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: 285,091 shares; 2024Q4: 292,891 shares; 2025Q1: 304,198 shares; 2025Q2: 316,797 shares; 2025Q3: 326,311 shares; 2025Q4: 324,980 shares; 2026Q1: 351,475 shares 351,475 $79.4M 0.93% +26,495 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: 223,469 shares; 2024Q4: 228,684 shares; 2025Q1: 243,713 shares; 2025Q2: 727,528 shares; 2025Q3: 844,133 shares; 2025Q4: 1,309,264 shares; 2026Q1: 1,579,530 shares 1,579,530 $79.3M 0.92% +270,266 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: 370,859 shares; 2024Q4: 376,321 shares; 2025Q1: 494,838 shares; 2025Q2: 520,847 shares; 2025Q3: 541,896 shares; 2025Q4: 571,835 shares; 2026Q1: 602,263 shares 602,263 $78.9M 0.92% +30,428 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: 154,968 shares; 2024Q4: 159,039 shares; 2025Q1: 162,989 shares; 2025Q2: 167,959 shares; 2025Q3: 174,410 shares; 2025Q4: 178,942 shares; 2026Q1: 164,133 shares 164,133 $78.7M 0.92% -14,809 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,025,928 shares; 2025Q4: 3,186,914 shares; 2026Q1: 3,331,245 shares 3,331,245 $77.7M 0.91% +144,331 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: 383,334 shares; 2024Q4: 387,143 shares; 2025Q1: 392,224 shares; 2025Q2: 403,316 shares; 2025Q3: 398,423 shares; 2025Q4: 407,416 shares; 2026Q1: 394,558 shares 394,558 $76.1M 0.89% -12,858 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,834 shares; 2024Q4: 160,686 shares; 2025Q1: 164,384 shares; 2025Q2: 169,681 shares; 2025Q3: 172,188 shares; 2025Q4: 176,483 shares; 2026Q1: 182,588 shares 182,588 $76.1M 0.89% +6,105 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: 589,873 shares; 2024Q4: 582,900 shares; 2025Q1: 583,611 shares; 2025Q2: 614,181 shares; 2025Q3: 759,241 shares; 2025Q4: 782,192 shares; 2026Q1: 823,359 shares 823,359 $74.4M 0.87% +41,167 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: 1,350,102 shares; 2024Q4: 993,682 shares; 2025Q1: 1,529,067 shares; 2025Q2: 2,150,721 shares; 2025Q3: 2,411,463 shares; 2025Q4: 2,512,525 shares; 2026Q1: 2,629,706 shares 2,629,706 $73.8M 0.86% +117,181 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: 2,350,137 shares; 2024Q4: 2,403,410 shares; 2025Q1: 2,435,140 shares; 2025Q2: 2,565,347 shares; 2025Q3: 2,666,859 shares; 2025Q4: 2,829,953 shares; 2026Q1: 2,937,109 shares 2,937,109 $71.3M 0.83% +107,156 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,519,143 shares; 2025Q1: 1,655,180 shares; 2025Q2: 1,717,318 shares; 2025Q3: 1,788,239 shares; 2025Q4: 1,763,673 shares; 2026Q1: 1,783,858 shares 1,783,858 $71.1M 0.83% +20,185 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418,125 shares; 2024Q4: 3,523,651 shares; 2025Q1: 3,627,990 shares; 2025Q2: 3,001,309 shares; 2025Q3: 3,142,995 shares; 2025Q4: 3,566,790 shares; 2026Q1: 3,934,406 shares 3,934,406 $70.9M 0.83% +367,616 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: 224,837 shares; 2024Q4: 243,427 shares; 2025Q1: 266,943 shares; 2025Q2: 309,076 shares; 2025Q3: 333,509 shares; 2025Q4: 351,413 shares; 2026Q1: 353,271 shares 353,271 $69.3M 0.81% +1,858 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,809 shares; 2024Q4: 562,654 shares; 2025Q1: 823,328 shares; 2025Q2: 875,988 shares; 2025Q3: 914,969 shares; 2025Q4: 966,856 shares; 2026Q1: 1,016,611 shares 1,016,611 $69.1M 0.81% +49,755 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270,483 shares; 2024Q4: 1,299,076 shares; 2025Q1: 1,356,714 shares; 2025Q2: 1,382,338 shares; 2025Q3: 1,439,079 shares; 2025Q4: 3,702,935 shares; 2026Q1: 4,004,158 shares 4,004,158 $69M 0.8% +301,223 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: 172,533 shares; 2024Q4: 178,703 shares; 2025Q1: 184,760 shares; 2025Q2: 191,358 shares; 2025Q3: 199,618 shares; 2025Q4: 210,753 shares; 2026Q1: 221,628 shares 221,628 $68.9M 0.8% +10,875 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: 330,239 shares; 2024Q4: 336,702 shares; 2025Q1: 349,672 shares; 2025Q2: 328,721 shares; 2025Q3: 332,957 shares; 2025Q4: 325,175 shares; 2026Q1: 336,615 shares 336,615 $65.4M 0.76% +11,440 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: 333,549 shares; 2024Q4: 342,182 shares; 2025Q1: 471,034 shares; 2025Q2: 720,097 shares; 2025Q3: 757,638 shares; 2025Q4: 808,581 shares; 2026Q1: 846,486 shares 846,486 $64.4M 0.75% +37,905 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,158 shares; 2024Q4: 244,484 shares; 2025Q1: 251,255 shares; 2025Q2: 283,386 shares; 2025Q3: 297,644 shares; 2025Q4: 313,838 shares; 2026Q1: 327,251 shares 327,251 $64.1M 0.75% +13,413 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: 245,753 shares; 2024Q4: 237,503 shares; 2025Q1: 236,373 shares; 2025Q2: 231,909 shares; 2025Q3: 233,246 shares; 2025Q4: 214,895 shares; 2026Q1: 182,957 shares 182,957 $61.8M 0.72% -31,938 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,915,472 shares 2,915,472 $61.7M 0.72% new 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: 695,177 shares; 2024Q4: 778,963 shares; 2025Q1: 812,837 shares; 2025Q2: 872,113 shares; 2025Q3: 913,980 shares; 2025Q4: 934,995 shares; 2026Q1: 1,010,102 shares 1,010,102 $61.3M 0.71% +75,107 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: 172,405 shares; 2024Q4: 340,670 shares; 2025Q1: 341,806 shares; 2025Q2: 339,070 shares; 2025Q3: 347,807 shares; 2025Q4: 357,071 shares; 2026Q1: 370,055 shares 370,055 $59.3M 0.69% +12,984 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: 431,837 shares; 2024Q4: 445,768 shares; 2025Q1: 449,245 shares; 2025Q2: 433,430 shares; 2025Q3: 440,701 shares; 2025Q4: 448,396 shares; 2026Q1: 460,566 shares 460,566 $59.3M 0.69% +12,170 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,987 shares; 2024Q4: 751,390 shares; 2025Q1: 772,456 shares; 2025Q2: 781,634 shares; 2025Q3: 799,432 shares; 2025Q4: 811,198 shares; 2026Q1: 799,370 shares 799,370 $58.2M 0.68% -11,828 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: 156,053 shares; 2024Q4: 148,688 shares; 2025Q1: 169,237 shares; 2025Q2: 176,018 shares; 2025Q3: 260,703 shares; 2025Q4: 239,723 shares; 2026Q1: 339,171 shares 339,171 $52.7M 0.61% +99,448 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: 76,165 shares; 2024Q4: 78,027 shares; 2025Q1: 80,545 shares; 2025Q2: 82,796 shares; 2025Q3: 85,255 shares; 2025Q4: 85,458 shares; 2026Q1: 85,631 shares 85,631 $51.8M 0.6% +173 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: 70,216 shares; 2024Q4: 70,548 shares; 2025Q1: 72,184 shares; 2025Q2: 75,897 shares; 2025Q3: 77,083 shares; 2025Q4: 76,876 shares; 2026Q1: 72,626 shares 72,626 $51.5M 0.6% -4,250 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: 342,401 shares; 2024Q4: 378,977 shares; 2025Q1: 499,837 shares; 2025Q2: 552,692 shares; 2025Q3: 598,318 shares; 2025Q4: 629,421 shares; 2026Q1: 649,255 shares 649,255 $51.3M 0.6% +19,834 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: 115,606 shares; 2024Q4: 122,134 shares; 2025Q1: 134,949 shares; 2025Q2: 141,279 shares; 2025Q3: 144,680 shares; 2025Q4: 144,982 shares; 2026Q1: 150,491 shares 150,491 $49.5M 0.58% +5,509 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: 752,559 shares; 2024Q4: 742,261 shares; 2025Q1: 720,931 shares; 2025Q2: 727,761 shares; 2025Q3: 596,861 shares; 2025Q4: 612,384 shares; 2026Q1: 606,836 shares 606,836 $48.3M 0.56% -5,548 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: 534,374 shares; 2024Q4: 523,636 shares; 2025Q1: 648,934 shares; 2025Q2: 717,040 shares; 2025Q3: 963,524 shares; 2025Q4: 1,041,193 shares; 2026Q1: 1,147,656 shares 1,147,656 $47.8M 0.56% +106,463 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855,718 shares; 2024Q4: 1,852,104 shares; 2025Q1: 2,232,609 shares; 2025Q2: 2,246,965 shares; 2025Q3: 2,309,654 shares; 2025Q4: 2,382,935 shares; 2026Q1: 2,436,084 shares 2,436,084 $46.8M 0.55% +53,149 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: 39,287 shares; 2024Q4: 40,243 shares; 2025Q1: 39,946 shares; 2025Q2: 41,151 shares; 2025Q3: 43,198 shares; 2025Q4: 45,650 shares; 2026Q1: 46,873 shares 46,873 $46.7M 0.54% +1,223 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,383,496 shares; 2025Q2: 1,881,277 shares; 2025Q3: 2,197,384 shares; 2025Q4: 2,197,760 shares; 2026Q1: 1,758,352 shares 1,758,352 $46.6M 0.54% -439,408 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,410 shares; 2024Q4: 239,848 shares; 2025Q1: 235,929 shares; 2025Q2: 239,884 shares; 2025Q3: 244,254 shares; 2025Q4: 248,481 shares; 2026Q1: 254,501 shares 254,501 $46.4M 0.54% +6,020 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: 80,246 shares; 2024Q4: 81,707 shares; 2025Q1: 80,999 shares; 2025Q2: 82,707 shares; 2025Q3: 84,301 shares; 2025Q4: 86,267 shares; 2026Q1: 89,105 shares 89,105 $44.5M 0.52% +2,838 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,273 shares; 2024Q4: 182,085 shares; 2025Q1: 185,017 shares; 2025Q2: 194,136 shares; 2025Q3: 199,413 shares; 2025Q4: 206,950 shares; 2026Q1: 211,894 shares 211,894 $43.8M 0.51% +4,944 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,103 shares; 2024Q4: 312,372 shares; 2025Q1: 285,365 shares; 2025Q2: 293,486 shares; 2025Q3: 195,421 shares; 2025Q4: 181,266 shares; 2026Q1: 110,701 shares 110,701 $43.4M 0.51% -70,565 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: 277,577 shares; 2024Q4: 285,767 shares; 2025Q1: 564,861 shares; 2025Q2: 580,140 shares; 2025Q3: 604,502 shares; 2025Q4: 575,203 shares; 2026Q1: 676,160 shares 676,160 $43.3M 0.5% +100,957 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: 8,894 shares; 2024Q4: 9,973 shares; 2025Q1: 11,584 shares; 2025Q2: 41,828 shares; 2025Q3: 48,819 shares; 2025Q4: 62,164 shares; 2026Q1: 75,506 shares 75,506 $43.2M 0.5% +13,342 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: 205,811 shares; 2024Q4: 212,941 shares; 2025Q1: 230,269 shares; 2025Q2: 290,095 shares; 2025Q3: 280,318 shares; 2025Q4: 279,756 shares; 2026Q1: 284,827 shares 284,827 $41.9M 0.49% +5,071 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,635 shares; 2024Q4: 236,944 shares; 2025Q1: 254,483 shares; 2025Q2: 270,391 shares; 2025Q3: 283,090 shares; 2025Q4: 257,042 shares; 2026Q1: 434,372 shares 434,372 $41.9M 0.49% +177,330 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: 27,584 shares; 2024Q4: 27,588 shares; 2025Q1: 26,404 shares; 2025Q2: 23,896 shares; 2025Q3: 20,958 shares; 2025Q4: 274,884 shares; 2026Q1: 287,886 shares 287,886 $41.6M 0.48% +13,002 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730,786 shares; 2024Q4: 761,858 shares; 2025Q1: 775,112 shares; 2025Q2: 886,908 shares; 2025Q3: 918,091 shares; 2025Q4: 936,433 shares; 2026Q1: 942,374 shares 942,374 $41.3M 0.48% +5,941 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: 44,802 shares; 2024Q4: 45,959 shares; 2025Q1: 46,724 shares; 2025Q2: 46,931 shares; 2025Q3: 47,750 shares; 2025Q4: 47,352 shares; 2026Q1: 47,604 shares 47,604 $41.2M 0.48% +252 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: 589,079 shares; 2024Q4: 454,603 shares; 2025Q1: 507,695 shares; 2025Q2: 422,982 shares; 2025Q3: 435,376 shares; 2025Q4: 454,855 shares; 2026Q1: 474,386 shares 474,386 $41.1M 0.48% +19,531 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,320 shares; 2024Q4: 290,324 shares; 2025Q1: 402,697 shares; 2025Q2: 417,083 shares; 2025Q3: 425,737 shares; 2025Q4: 437,323 shares; 2026Q1: 435,231 shares 435,231 $40.6M 0.47% -2,092 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,197 shares; 2024Q4: 79,341 shares; 2025Q1: 158,531 shares; 2025Q2: 176,921 shares; 2025Q3: 176,706 shares; 2025Q4: 175,080 shares; 2026Q1: 163,572 shares 163,572 $40.1M 0.47% -11,508 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: 317,767 shares; 2024Q4: 342,294 shares; 2025Q1: 361,815 shares; 2025Q2: 395,552 shares; 2025Q3: 400,532 shares; 2025Q4: 402,752 shares; 2026Q1: 408,489 shares 408,489 $37.9M 0.44% +5,737 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: 200,534 shares; 2024Q4: 191,653 shares; 2025Q1: 229,725 shares; 2025Q2: 286,328 shares; 2025Q3: 252,869 shares; 2025Q4: 288,331 shares; 2026Q1: 310,026 shares 310,026 $37.6M 0.44% +21,695 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: 296,387 shares; 2024Q4: 311,170 shares; 2025Q1: 335,502 shares; 2025Q2: 362,636 shares; 2025Q3: 388,516 shares; 2025Q4: 430,933 shares; 2026Q1: 450,085 shares 450,085 $37.2M 0.43% +19,152 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: 107,164 shares; 2024Q4: 91,533 shares; 2025Q1: 100,585 shares; 2025Q2: 102,794 shares; 2025Q3: 103,156 shares; 2025Q4: 105,086 shares; 2026Q1: 103,990 shares 103,990 $37.2M 0.43% -1,096 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: 614,490 shares; 2026Q1: 651,915 shares 651,915 $37.1M 0.43% +37,425 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,780 shares; 2024Q4: 1,228,959 shares; 2025Q1: 1,328,604 shares; 2025Q2: 1,454,740 shares; 2025Q3: 1,573,421 shares; 2025Q4: 1,664,118 shares; 2026Q1: 1,749,262 shares 1,749,262 $36.6M 0.43% +85,144 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896,607 shares; 2024Q4: 931,765 shares; 2025Q1: 1,529,161 shares; 2025Q2: 1,635,838 shares; 2025Q3: 1,619,567 shares; 2025Q4: 1,908,171 shares; 2026Q1: 2,116,589 shares 2,116,589 $36.5M 0.43% +208,418 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: 8,601 shares; 2024Q4: 8,779 shares; 2025Q1: 9,222 shares; 2025Q2: 9,234 shares; 2025Q3: 13,772 shares; 2025Q4: 124,173 shares; 2026Q1: 379,146 shares 379,146 $36.5M 0.42% +254,973 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,442 shares; 2024Q4: 147,446 shares; 2025Q1: 160,169 shares; 2025Q2: 166,920 shares; 2025Q3: 170,507 shares; 2025Q4: 171,174 shares; 2026Q1: 164,308 shares 164,308 $35.6M 0.41% -6,866 Timeline VRP 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: 995,985 shares; 2024Q4: 1,023,617 shares; 2025Q1: 1,111,634 shares; 2025Q2: 1,208,994 shares; 2025Q3: 1,296,804 shares; 2025Q4: 1,425,305 shares; 2026Q1: 1,483,199 shares 1,483,199 $35.6M 0.41% +57,894 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: 278,642 shares; 2024Q4: 351,259 shares; 2025Q1: 419,322 shares; 2025Q2: 428,038 shares; 2025Q3: 480,273 shares; 2025Q4: 516,149 shares; 2026Q1: 534,672 shares 534,672 $35.3M 0.41% +18,523 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: 32,094 shares; 2025Q1: 33,101 shares; 2025Q2: 34,267 shares; 2025Q3: 34,410 shares; 2025Q4: 35,129 shares; 2026Q1: 35,265 shares 35,265 $33.9M 0.4% +136 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: 59,231 shares; 2024Q4: 60,665 shares; 2025Q1: 61,217 shares; 2025Q2: 61,786 shares; 2025Q3: 62,672 shares; 2025Q4: 64,032 shares; 2026Q1: 59,751 shares 59,751 $33.7M 0.39% -4,281 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: 101,954 shares; 2024Q4: 102,818 shares; 2025Q1: 103,790 shares; 2025Q2: 108,340 shares; 2025Q3: 109,987 shares; 2025Q4: 112,901 shares; 2026Q1: 113,859 shares 113,859 $33.6M 0.39% +958 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: 798,087 shares; 2024Q4: 800,042 shares; 2025Q1: 822,536 shares; 2025Q2: 823,264 shares; 2025Q3: 860,503 shares; 2025Q4: 987,670 shares; 2026Q1: 999,532 shares 999,532 $33.5M 0.39% +11,862 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: 137,022 shares; 2024Q4: 139,096 shares; 2025Q1: 141,669 shares; 2025Q2: 129,984 shares; 2025Q3: 132,226 shares; 2025Q4: 154,597 shares; 2026Q1: 159,547 shares 159,547 $33.5M 0.39% +4,950 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881,845 shares; 2025Q1: 1,365,323 shares; 2025Q2: 1,711,128 shares; 2025Q3: 1,746,617 shares; 2025Q4: 1,761,030 shares; 2026Q1: 1,747,869 shares 1,747,869 $33.5M 0.39% -13,161 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,934 shares; 2024Q4: 463,801 shares; 2025Q1: 441,380 shares; 2025Q2: 606,284 shares; 2025Q3: 632,387 shares; 2025Q4: 645,383 shares; 2026Q1: 665,984 shares 665,984 $32.2M 0.38% +20,601 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: 115,582 shares; 2024Q4: 119,044 shares; 2025Q1: 127,011 shares; 2025Q2: 115,144 shares; 2025Q3: 116,545 shares; 2025Q4: 64,680 shares; 2026Q1: 65,254 shares 65,254 $32.1M 0.37% +574 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,882 shares; 2024Q4: 45,497 shares; 2025Q1: 45,985 shares; 2025Q2: 46,329 shares; 2025Q3: 48,355 shares; 2025Q4: 49,629 shares; 2026Q1: 43,634 shares 43,634 $31.8M 0.37% -5,995 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,570 shares; 2024Q4: 1,040,069 shares; 2025Q1: 1,067,011 shares; 2025Q2: 1,090,401 shares; 2025Q3: 1,681,659 shares; 2025Q4: 1,706,951 shares; 2026Q1: 3,101,086 shares 3,101,086 $31.1M 0.36% +1,394,135 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: 3,303 shares; 2024Q4: 3,632 shares; 2025Q1: 3,823 shares; 2025Q2: 4,275 shares; 2025Q3: 85,746 shares; 2025Q4: 90,277 shares; 2026Q1: 95,339 shares 95,339 $31.1M 0.36% +5,062 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,863 shares; 2024Q4: 206,741 shares; 2025Q1: 216,727 shares; 2025Q2: 225,420 shares; 2025Q3: 226,476 shares; 2025Q4: 224,469 shares; 2026Q1: 230,435 shares 230,435 $30.5M 0.35% +5,966 Timeline BANK OF AMER CORP 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: 9,001 shares; 2024Q4: 9,452 shares; 2025Q1: 15,467 shares; 2025Q2: 22,277 shares; 2025Q3: 23,346 shares; 2025Q4: 23,871 shares; 2026Q1: 24,824 shares 24,824 $29.6M 0.34% +953 MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,376,350 shares 6,376,350 $29.5M 0.34% new Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,480 shares; 2024Q4: 464,243 shares; 2025Q1: 476,084 shares; 2025Q2: 723,003 shares; 2025Q3: 750,689 shares; 2025Q4: 763,536 shares; 2026Q1: 783,747 shares 783,747 $29.1M 0.34% +20,211 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,029 shares; 2024Q4: 648,116 shares; 2025Q1: 661,654 shares; 2025Q2: 670,220 shares; 2025Q3: 726,991 shares; 2025Q4: 732,965 shares; 2026Q1: 735,025 shares 735,025 $28.8M 0.34% +2,060 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,380 shares; 2025Q1: 226,325 shares; 2025Q2: 423,186 shares; 2025Q3: 558,074 shares; 2025Q4: 687,020 shares; 2026Q1: 976,312 shares 976,312 $28.4M 0.33% +289,292 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: 248,667 shares; 2024Q4: 234,807 shares; 2025Q1: 219,788 shares; 2025Q2: 217,911 shares; 2025Q3: 218,611 shares; 2025Q4: 224,564 shares; 2026Q1: 225,187 shares 225,187 $28M 0.33% +623 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,918 shares; 2024Q4: 396,662 shares; 2025Q1: 395,552 shares; 2025Q2: 399,794 shares; 2025Q3: 404,499 shares; 2025Q4: 405,370 shares; 2026Q1: 404,349 shares 404,349 $28M 0.33% -1,021 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: 81,722 shares; 2024Q4: 81,765 shares; 2025Q1: 83,379 shares; 2025Q2: 87,556 shares; 2025Q3: 89,364 shares; 2025Q4: 90,353 shares; 2026Q1: 86,431 shares 86,431 $27.9M 0.33% -3,922 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: 13,154 shares; 2024Q4: 46,385 shares; 2025Q1: 47,798 shares; 2025Q2: 49,166 shares; 2025Q3: 50,193 shares; 2025Q4: 45,244 shares; 2026Q1: 55,361 shares 55,361 $27.4M 0.32% +10,117 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,464 shares; 2024Q4: 114,771 shares; 2025Q1: 351,312 shares; 2025Q2: 415,331 shares; 2025Q3: 449,154 shares; 2025Q4: 489,818 shares; 2026Q1: 535,944 shares 535,944 $26.6M 0.31% +46,126 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763,102 shares; 2024Q4: 797,381 shares; 2025Q1: 860,714 shares; 2025Q2: 934,505 shares; 2025Q3: 1,009,606 shares; 2025Q4: 1,096,937 shares; 2026Q1: 1,136,986 shares 1,136,986 $26.4M 0.31% +40,049 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,585 shares; 2024Q4: 34,743 shares; 2025Q1: 41,184 shares; 2025Q2: 41,892 shares; 2025Q3: 41,862 shares; 2025Q4: 41,970 shares; 2026Q1: 50,019 shares 50,019 $26.1M 0.3% +8,049 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,163 shares; 2024Q4: 112,396 shares; 2025Q1: 113,638 shares; 2025Q2: 119,553 shares; 2025Q3: 122,475 shares; 2025Q4: 126,471 shares; 2026Q1: 128,419 shares 128,419 $26.1M 0.3% +1,948 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,683 shares; 2024Q4: 161,042 shares; 2025Q1: 130,525 shares; 2025Q2: 132,236 shares; 2025Q3: 131,947 shares; 2025Q4: 129,409 shares; 2026Q1: 124,218 shares 124,218 $26M 0.3% -5,191 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: 55,222 shares; 2024Q4: 58,649 shares; 2025Q1: 64,440 shares; 2025Q2: 68,766 shares; 2025Q3: 70,861 shares; 2025Q4: 71,814 shares; 2026Q1: 73,320 shares 73,320 $25.8M 0.3% +1,506 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,698 shares; 2024Q4: 495,055 shares; 2025Q1: 495,656 shares; 2025Q2: 468,308 shares; 2025Q3: 483,538 shares; 2025Q4: 494,409 shares; 2026Q1: 507,189 shares 507,189 $25.3M 0.3% +12,780 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 1,404,695 shares; 2025Q4: 1,439,624 shares; 2026Q1: 1,500,597 shares 1,500,597 $24.7M 0.29% +60,973 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,946 shares; 2024Q4: 400,983 shares; 2025Q1: 417,240 shares; 2025Q2: 436,563 shares; 2025Q3: 456,097 shares; 2025Q4: 444,174 shares; 2026Q1: 518,743 shares 518,743 $24.3M 0.28% +74,569 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: 321,392 shares; 2024Q4: 292,738 shares; 2025Q1: 650,494 shares; 2025Q2: 930,987 shares; 2025Q3: 707,230 shares; 2025Q4: 338,462 shares; 2026Q1: 239,175 shares 239,175 $24.1M 0.28% -99,287 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: 14,340 shares; 2024Q4: 13,389 shares; 2025Q1: 13,190 shares; 2025Q2: 15,400 shares; 2025Q3: 13,932 shares; 2025Q4: 237,845 shares; 2026Q1: 267,118 shares 267,118 $23.9M 0.28% +29,273 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: 74,324 shares; 2024Q4: 68,780 shares; 2025Q1: 71,505 shares; 2025Q2: 72,136 shares; 2025Q3: 71,749 shares; 2025Q4: 76,073 shares; 2026Q1: 78,350 shares 78,350 $23.7M 0.28% +2,277 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: 30,920 shares; 2024Q4: 45,879 shares; 2025Q1: 76,910 shares; 2025Q2: 130,245 shares; 2025Q3: 165,447 shares; 2025Q4: 201,783 shares; 2026Q1: 238,746 shares 238,746 $23.4M 0.27% +36,963 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,443 shares; 2024Q4: 33,710 shares; 2025Q1: 33,950 shares; 2025Q2: 33,784 shares; 2025Q3: 31,749 shares; 2025Q4: 31,624 shares; 2026Q1: 31,930 shares 31,930 $23.3M 0.27% +306 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,335 shares; 2024Q4: 976,489 shares; 2025Q1: 1,033,015 shares; 2025Q2: 1,078,886 shares; 2025Q3: 1,127,653 shares; 2025Q4: 1,166,928 shares; 2026Q1: 1,204,191 shares 1,204,191 $23.1M 0.27% +37,263 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,023 shares; 2025Q2: 122,807 shares; 2025Q3: 128,054 shares; 2025Q4: 129,540 shares; 2026Q1: 140,221 shares 140,221 $23M 0.27% +10,681 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: 57,007 shares; 2024Q4: 58,237 shares; 2025Q1: 59,224 shares; 2025Q2: 60,935 shares; 2025Q3: 62,624 shares; 2025Q4: 66,695 shares; 2026Q1: 69,217 shares 69,217 $22.7M 0.27% +2,522 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: 194,010 shares; 2024Q4: 198,325 shares; 2025Q1: 198,402 shares; 2025Q2: 201,099 shares; 2025Q3: 202,909 shares; 2025Q4: 209,652 shares; 2026Q1: 213,298 shares 213,298 $21.9M 0.26% +3,646 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: 241,157 shares; 2024Q4: 265,062 shares; 2025Q1: 289,626 shares; 2025Q2: 300,348 shares; 2025Q3: 302,490 shares; 2025Q4: 306,039 shares; 2026Q1: 226,644 shares 226,644 $21.9M 0.25% -79,395 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,322 shares; 2025Q1: 52,877 shares; 2025Q2: 97,859 shares; 2025Q3: 128,669 shares; 2025Q4: 160,762 shares; 2026Q1: 197,948 shares 197,948 $21.7M 0.25% +37,186 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714,984 shares; 2024Q4: 738,334 shares; 2025Q1: 785,864 shares; 2025Q2: 837,621 shares; 2025Q3: 894,973 shares; 2025Q4: 947,056 shares; 2026Q1: 979,384 shares 979,384 $21.4M 0.25% +32,328 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,883 shares; 2025Q3: 308,404 shares; 2025Q4: 317,075 shares; 2026Q1: 840,219 shares 840,219 $21.2M 0.25% +523,144 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,088 shares; 2026Q1: 230,569 shares 230,569 $21M 0.24% +114,481 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,861 shares; 2024Q4: 435,509 shares; 2025Q1: 457,755 shares; 2025Q2: 464,085 shares; 2025Q3: 459,144 shares; 2025Q4: 457,880 shares; 2026Q1: 455,202 shares 455,202 $20.9M 0.24% -2,678 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: 124,170 shares; 2024Q4: 119,007 shares; 2025Q1: 132,874 shares; 2025Q2: 145,910 shares; 2025Q3: 153,564 shares; 2025Q4: 164,685 shares; 2026Q1: 173,461 shares 173,461 $20.9M 0.24% +8,776 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,160 shares; 2024Q4: 531,023 shares; 2025Q1: 541,592 shares; 2025Q2: 550,493 shares; 2025Q3: 569,180 shares; 2025Q4: 573,705 shares; 2026Q1: 585,165 shares 585,165 $20.8M 0.24% +11,460 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: 8,341 shares; 2024Q4: 9,782 shares; 2025Q1: 13,034 shares; 2025Q2: 16,225 shares; 2025Q3: 18,427 shares; 2025Q4: 20,735 shares; 2026Q1: 34,988 shares 34,988 $20.2M 0.24% +14,253 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: not reported; 2024Q4: 330,517 shares; 2025Q1: 249,462 shares; 2025Q2: 289,783 shares; 2025Q3: 318,392 shares; 2025Q4: 340,556 shares; 2026Q1: 368,965 shares 368,965 $19.6M 0.23% +28,409 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,383 shares; 2024Q4: 304,583 shares; 2025Q1: 256,084 shares; 2025Q2: 300,511 shares; 2025Q3: 329,630 shares; 2025Q4: 354,643 shares; 2026Q1: 382,114 shares 382,114 $19.6M 0.23% +27,471 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: 9,978 shares; 2024Q4: 10,277 shares; 2025Q1: 26,262 shares; 2025Q2: 28,521 shares; 2025Q3: 29,012 shares; 2025Q4: 29,339 shares; 2026Q1: 104,544 shares 104,544 $19.5M 0.23% +75,205 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: 36,948 shares; 2025Q1: 97,570 shares; 2025Q2: 97,091 shares; 2025Q3: 96,372 shares; 2025Q4: 93,923 shares; 2026Q1: 90,378 shares 90,378 $19.3M 0.23% -3,545 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: 181,053 shares; 2024Q4: 203,135 shares; 2025Q1: 217,896 shares; 2025Q2: 228,209 shares; 2025Q3: 249,798 shares; 2025Q4: 253,398 shares; 2026Q1: 263,310 shares 263,310 $18.9M 0.22% +9,912 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 4,444 shares; 2025Q1: 4,947 shares; 2025Q2: 5,114 shares; 2025Q3: 4,975 shares; 2025Q4: 83,288 shares; 2026Q1: 85,903 shares 85,903 $17.9M 0.21% +2,615 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,494 shares; 2024Q4: 131,972 shares; 2025Q1: 135,077 shares; 2025Q2: 142,837 shares; 2025Q3: 149,485 shares; 2025Q4: 92,969 shares; 2026Q1: 146,945 shares 146,945 $17.4M 0.2% +53,976 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,435 shares; 2024Q4: 166,556 shares; 2025Q1: 169,932 shares; 2025Q2: 292,425 shares; 2025Q3: 300,276 shares; 2025Q4: 312,239 shares; 2026Q1: 318,444 shares 318,444 $17.2M 0.2% +6,205 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876,753 shares; 2024Q4: 884,795 shares; 2025Q1: 823,381 shares; 2025Q2: 874,294 shares; 2025Q3: 349,136 shares; 2025Q4: 376,430 shares; 2026Q1: 384,476 shares 384,476 $16.3M 0.19% +8,046 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: 205,068 shares; 2024Q4: 230,662 shares; 2025Q1: 178,998 shares; 2025Q2: 206,369 shares; 2025Q3: 228,674 shares; 2025Q4: 240,748 shares; 2026Q1: 238,796 shares 238,796 $16.1M 0.19% -1,952 Timeline BSCU 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: 852,745 shares; 2024Q4: 848,803 shares; 2025Q1: 864,663 shares; 2025Q2: 865,124 shares; 2025Q3: 896,805 shares; 2025Q4: 948,973 shares; 2026Q1: 955,693 shares 955,693 $16M 0.19% +6,720 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,597 shares; 2024Q4: 27,894 shares; 2025Q1: 29,391 shares; 2025Q2: 30,353 shares; 2025Q3: 32,479 shares; 2025Q4: 33,385 shares; 2026Q1: 28,524 shares 28,524 $15.5M 0.18% -4,861 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,700 shares; 2025Q1: 100,620 shares; 2025Q2: 190,632 shares; 2025Q3: 247,670 shares; 2025Q4: 311,137 shares; 2026Q1: 392,352 shares 392,352 $14.7M 0.17% +81,215 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,227 shares; 2024Q4: 694,616 shares; 2025Q1: 704,608 shares; 2025Q2: 718,338 shares; 2025Q3: 746,726 shares; 2025Q4: 767,489 shares; 2026Q1: 785,485 shares 785,485 $14.4M 0.17% +17,996 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: 57,412 shares; 2024Q4: 59,431 shares; 2025Q1: 63,433 shares; 2025Q2: 66,199 shares; 2025Q3: 67,687 shares; 2025Q4: 73,851 shares; 2026Q1: 78,838 shares 78,838 $14.4M 0.17% +4,987 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 1,208,949 shares 1,208,949 $13.9M 0.16% new 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: 28,047 shares; 2024Q4: 40,863 shares; 2025Q1: 20,326 shares; 2025Q2: 22,736 shares; 2025Q3: 22,316 shares; 2025Q4: 72,424 shares; 2026Q1: 20,997 shares 20,997 $13.7M 0.16% -51,427 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,093 shares; 2024Q4: 272,385 shares; 2025Q1: 393,847 shares; 2025Q2: 400,428 shares; 2025Q3: 408,912 shares; 2025Q4: 409,932 shares; 2026Q1: 411,821 shares 411,821 $13.4M 0.16% +1,889 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: 4,426 shares; 2024Q4: 4,601 shares; 2025Q1: 4,589 shares; 2025Q2: 5,454 shares; 2025Q3: 5,692 shares; 2025Q4: 6,810 shares; 2026Q1: 44,382 shares 44,382 $13.4M 0.16% +37,572 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545,069 shares; 2024Q4: 543,733 shares; 2025Q1: 646,595 shares; 2025Q2: 645,842 shares; 2025Q3: 685,019 shares; 2025Q4: 685,195 shares; 2026Q1: 691,197 shares 691,197 $13.4M 0.16% +6,002 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: 106,053 shares; 2024Q4: 103,978 shares; 2025Q1: 106,578 shares; 2025Q2: 98,489 shares; 2025Q3: 99,711 shares; 2025Q4: 81,879 shares; 2026Q1: 76,593 shares 76,593 $13M 0.15% -5,286 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955,600 shares; 2024Q4: 1,018,210 shares; 2025Q1: 1,013,182 shares; 2025Q2: 754,521 shares; 2025Q3: 794,251 shares; 2025Q4: 828,258 shares; 2026Q1: 856,216 shares 856,216 $12.6M 0.15% +27,958 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: 50,108 shares; 2024Q4: 50,596 shares; 2025Q1: 53,503 shares; 2025Q2: 53,151 shares; 2025Q3: 53,225 shares; 2025Q4: 61,387 shares; 2026Q1: 61,582 shares 61,582 $12.5M 0.15% +195 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: 98,853 shares; 2024Q4: 116,336 shares; 2025Q1: 134,787 shares; 2025Q2: 133,579 shares; 2025Q3: 131,565 shares; 2025Q4: 129,082 shares; 2026Q1: 131,273 shares 131,273 $12.3M 0.14% +2,191 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562,100 shares; 2024Q4: 1,602,737 shares; 2025Q1: 1,613,120 shares; 2025Q2: 1,170,296 shares; 2025Q3: 1,219,318 shares; 2025Q4: 1,238,526 shares; 2026Q1: 1,276,584 shares 1,276,584 $12.1M 0.14% +38,058 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: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 14,317 shares; 2025Q3: 65,438 shares; 2025Q4: 80,656 shares; 2026Q1: 80,707 shares 80,707 $11.8M 0.14% +51 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: 17,115 shares; 2024Q4: 21,790 shares; 2025Q1: 20,990 shares; 2025Q2: 22,514 shares; 2025Q3: 29,479 shares; 2025Q4: 31,455 shares; 2026Q1: 31,454 shares 31,454 $11.7M 0.14% -1 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: 80,759 shares; 2024Q4: 81,228 shares; 2025Q1: 81,793 shares; 2025Q2: 82,556 shares; 2025Q3: 82,761 shares; 2025Q4: 88,182 shares; 2026Q1: 87,884 shares 87,884 $11.5M 0.13% -298 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: 34,400 shares; 2024Q4: 34,337 shares; 2025Q1: 34,829 shares; 2025Q2: 33,354 shares; 2025Q3: 33,281 shares; 2025Q4: 33,978 shares; 2026Q1: 32,929 shares 32,929 $11.4M 0.13% -1,049 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: 50,438 shares; 2024Q4: 45,657 shares; 2025Q1: 50,587 shares; 2025Q2: 49,630 shares; 2025Q3: 48,125 shares; 2025Q4: 54,845 shares; 2026Q1: 57,763 shares 57,763 $11M 0.13% +2,918 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,485 shares; 2024Q4: 69,777 shares; 2025Q1: 71,313 shares; 2025Q2: 71,070 shares; 2025Q3: 71,674 shares; 2025Q4: 74,101 shares; 2026Q1: 74,059 shares 74,059 $10.8M 0.13% -42 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: 45,657 shares; 2024Q4: 48,990 shares; 2025Q1: 46,024 shares; 2025Q2: 42,311 shares; 2025Q3: 44,017 shares; 2025Q4: 43,197 shares; 2026Q1: 44,568 shares 44,568 $10.6M 0.12% +1,371 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: 49,147 shares; 2024Q4: 48,330 shares; 2025Q1: 39,948 shares; 2025Q2: 39,028 shares; 2025Q3: 39,297 shares; 2025Q4: 38,086 shares; 2026Q1: 37,723 shares 37,723 $10.5M 0.12% -363 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,589 shares; 2024Q4: 215,571 shares; 2025Q1: 236,381 shares; 2025Q2: 254,185 shares; 2025Q3: 271,324 shares; 2025Q4: 249,286 shares; 2026Q1: 280,499 shares 280,499 $10.4M 0.12% +31,213 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,014 shares; 2024Q4: 71,226 shares; 2025Q1: 72,751 shares; 2025Q2: 73,790 shares; 2025Q3: 108,278 shares; 2025Q4: 689,600 shares; 2026Q1: 190,615 shares 190,615 $10.3M 0.12% -498,985 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: 493,730 shares; 2024Q4: 499,921 shares; 2025Q1: 481,419 shares; 2025Q2: 488,636 shares; 2025Q3: 501,650 shares; 2025Q4: 517,285 shares; 2026Q1: 532,182 shares 532,182 $10.3M 0.12% +14,897 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,617 shares; 2024Q4: 159,476 shares; 2025Q1: 139,895 shares; 2025Q2: 141,658 shares; 2025Q3: 124,840 shares; 2025Q4: 124,703 shares; 2026Q1: 130,004 shares 130,004 $9.89M 0.12% +5,301 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: 3,089 shares; 2024Q4: 20,376 shares; 2025Q1: 30,521 shares; 2025Q2: 30,726 shares; 2025Q3: 31,922 shares; 2025Q4: 32,590 shares; 2026Q1: 33,294 shares 33,294 $9.45M 0.11% +704 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: 4,301 shares; 2024Q4: 5,224 shares; 2025Q1: 5,000 shares; 2025Q2: 29,138 shares; 2025Q3: 40,631 shares; 2025Q4: 32,238 shares; 2026Q1: 40,674 shares 40,674 $9.35M 0.11% +8,436 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: 13,039 shares; 2024Q4: 13,063 shares; 2025Q1: 13,367 shares; 2025Q2: 14,156 shares; 2025Q3: 13,491 shares; 2025Q4: 13,355 shares; 2026Q1: 13,373 shares 13,373 $9.33M 0.11% +18 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,579 shares; 2024Q4: 41,654 shares; 2025Q1: 43,253 shares; 2025Q2: 43,116 shares; 2025Q3: 50,364 shares; 2025Q4: 56,748 shares; 2026Q1: 62,094 shares 62,094 $9.29M 0.11% +5,346 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,615 shares; 2024Q4: 21,809 shares; 2025Q1: 25,357 shares; 2025Q2: 29,439 shares; 2025Q3: 30,033 shares; 2025Q4: 30,203 shares; 2026Q1: 29,612 shares 29,612 $9.01M 0.11% -591 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: 146,722 shares; 2024Q4: 149,570 shares; 2025Q1: 146,047 shares; 2025Q2: 148,382 shares; 2025Q3: 153,002 shares; 2025Q4: 154,299 shares; 2026Q1: 156,972 shares 156,972 $8.96M 0.1% +2,673 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: 5,139 shares; 2024Q4: 10,393 shares; 2025Q1: 10,647 shares; 2025Q2: 9,921 shares; 2025Q3: 10,551 shares; 2025Q4: 9,657 shares; 2026Q1: 9,507 shares 9,507 $8.74M 0.1% -150 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,457 shares; 2024Q4: 162,601 shares; 2025Q1: 176,300 shares; 2025Q2: 180,038 shares; 2025Q3: 230,881 shares; 2025Q4: 228,294 shares; 2026Q1: 194,787 shares 194,787 $8.57M 0.1% -33,507 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,322 shares; 2024Q4: 69,620 shares; 2025Q1: 67,259 shares; 2025Q2: 70,689 shares; 2025Q3: 60,900 shares; 2025Q4: 56,869 shares; 2026Q1: 61,144 shares 61,144 $8.54M 0.1% +4,275 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,102 shares; 2024Q4: 43,397 shares; 2025Q1: 45,617 shares; 2025Q2: 50,350 shares; 2025Q3: 52,733 shares; 2025Q4: 55,017 shares; 2026Q1: 55,225 shares 55,225 $8.44M 0.1% +208 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: 248,409 shares; 2024Q4: 243,675 shares; 2025Q1: 237,353 shares; 2025Q2: 240,436 shares; 2025Q3: 177,998 shares; 2025Q4: 170,170 shares; 2026Q1: 117,757 shares 117,757 $8.3M 0.1% -52,413 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: 179,301 shares; 2024Q4: 180,177 shares; 2025Q1: 183,087 shares; 2025Q2: 193,486 shares; 2025Q3: 199,124 shares; 2025Q4: 215,142 shares; 2026Q1: 116,793 shares 116,793 $8.26M 0.1% -98,349 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: 8,486 shares; 2024Q4: 10,325 shares; 2025Q1: 10,231 shares; 2025Q2: 11,982 shares; 2025Q3: 12,455 shares; 2025Q4: 12,692 shares; 2026Q1: 13,645 shares 13,645 $8.15M 0.1% +953 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,954 shares; 2024Q4: 143,779 shares; 2025Q1: 155,369 shares; 2025Q2: 157,193 shares; 2025Q3: 159,295 shares; 2025Q4: 155,716 shares; 2026Q1: 138,354 shares 138,354 $7.89M 0.09% -17,362 Timeline BSCT 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: 368,056 shares; 2024Q4: 367,106 shares; 2025Q1: 375,243 shares; 2025Q2: 376,773 shares; 2025Q3: 391,320 shares; 2025Q4: 411,026 shares; 2026Q1: 415,015 shares 415,015 $7.74M 0.09% +3,989 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,366 shares; 2024Q4: 16,500 shares; 2025Q1: 16,570 shares; 2025Q2: 18,053 shares; 2025Q3: 19,043 shares; 2025Q4: 20,141 shares; 2026Q1: 20,246 shares 20,246 $7.37M 0.09% +105 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,655 shares; 2024Q4: 68,564 shares; 2025Q1: 70,739 shares; 2025Q2: 72,955 shares; 2025Q3: 72,282 shares; 2025Q4: 68,844 shares; 2026Q1: 73,103 shares 73,103 $7.35M 0.09% +4,259 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: 13,793 shares; 2024Q4: 13,539 shares; 2025Q1: 14,063 shares; 2025Q2: 26,357 shares; 2025Q3: 37,046 shares; 2025Q4: 47,996 shares; 2026Q1: 56,908 shares 56,908 $7.29M 0.08% +8,912 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 43,457 shares; 2025Q2: 84,281 shares; 2025Q3: 110,994 shares; 2025Q4: 136,528 shares; 2026Q1: 57,802 shares 57,802 $7.21M 0.08% -78,726 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,153 shares; 2024Q4: 60,486 shares; 2025Q1: 62,270 shares; 2025Q2: 61,103 shares; 2025Q3: 62,283 shares; 2025Q4: 61,886 shares; 2026Q1: 61,472 shares 61,472 $7.01M 0.08% -414 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: 123,075 shares; 2024Q4: 123,877 shares; 2025Q1: 250,118 shares; 2025Q2: 265,109 shares; 2025Q3: 279,993 shares; 2025Q4: 268,535 shares; 2026Q1: 34,778 shares 34,778 $6.9M 0.08% -233,757 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: 106,190 shares; 2024Q4: 104,923 shares; 2025Q1: 106,787 shares; 2025Q2: 118,959 shares; 2025Q3: 121,034 shares; 2025Q4: 122,180 shares; 2026Q1: 131,240 shares 131,240 $6.74M 0.08% +9,060 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 546 shares; 2025Q1: 560 shares; 2025Q2: 7,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,637 shares; 2026Q1: 11,870 shares 11,870 $6.67M 0.08% +4,233 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,727 shares; 2025Q1: 3,819 shares; 2025Q2: 4,327 shares; 2025Q3: 4,216 shares; 2025Q4: 4,414 shares; 2026Q1: 4,433 shares 4,433 $6.53M 0.08% +19 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 17,153 shares; 2025Q1: 20,188 shares; 2025Q2: 21,610 shares; 2025Q3: 22,144 shares; 2025Q4: 21,965 shares; 2026Q1: 21,641 shares 21,641 $6.46M 0.08% -324 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,271 shares; 2025Q2: 123,387 shares; 2025Q3: 128,583 shares; 2025Q4: 138,969 shares; 2026Q1: 146,005 shares 146,005 $6.1M 0.07% +7,036 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,927 shares; 2024Q4: 178,935 shares; 2025Q1: 201,687 shares; 2025Q2: 245,867 shares; 2025Q3: 254,200 shares; 2025Q4: 250,677 shares; 2026Q1: 248,376 shares 248,376 $6.1M 0.07% -2,301 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,017 shares; 2024Q4: 50,263 shares; 2025Q1: 54,614 shares; 2025Q2: 59,890 shares; 2025Q3: 60,597 shares; 2025Q4: 30,332 shares; 2026Q1: 29,973 shares 29,973 $6.06M 0.07% -359 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,950 shares; 2024Q4: 41,314 shares; 2025Q1: 45,410 shares; 2025Q2: 53,340 shares; 2025Q3: 54,166 shares; 2025Q4: 54,617 shares; 2026Q1: 55,120 shares 55,120 $5.97M 0.07% +503 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 10,288 shares; 2025Q1: 10,434 shares; 2025Q2: 10,581 shares; 2025Q3: 10,756 shares; 2025Q4: 10,784 shares; 2026Q1: 10,751 shares 10,751 $5.8M 0.07% -33 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: 10,018 shares; 2024Q4: 12,340 shares; 2025Q1: 11,619 shares; 2025Q2: 13,108 shares; 2025Q3: 14,263 shares; 2025Q4: 17,229 shares; 2026Q1: 18,010 shares 18,010 $5.78M 0.07% +781 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: 114,523 shares; 2024Q4: 209,921 shares; 2025Q1: 210,531 shares; 2025Q2: 224,610 shares; 2025Q3: 233,154 shares; 2025Q4: 232,596 shares; 2026Q1: 228,241 shares 228,241 $5.65M 0.07% -4,355 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,002 shares; 2024Q4: 413,976 shares; 2025Q1: 431,276 shares; 2025Q2: 443,337 shares; 2025Q3: 502,960 shares; 2025Q4: 519,570 shares; 2026Q1: 521,016 shares 521,016 $5.62M 0.07% +1,446 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,952 shares; 2024Q4: 96,082 shares; 2025Q1: 158,316 shares; 2025Q2: 169,162 shares; 2025Q3: 174,040 shares; 2025Q4: 182,853 shares; 2026Q1: 182,314 shares 182,314 $5.2M 0.06% -539 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 42,842 shares; 2025Q1: 43,103 shares; 2025Q2: 42,624 shares; 2025Q3: 43,114 shares; 2025Q4: 42,177 shares; 2026Q1: 44,017 shares 44,017 $5.18M 0.06% +1,840 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: 18,893 shares; 2024Q4: 19,233 shares; 2025Q1: 19,531 shares; 2025Q2: 21,243 shares; 2025Q3: 22,320 shares; 2025Q4: 23,733 shares; 2026Q1: 24,383 shares 24,383 $5.07M 0.06% +650 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,306 shares; 2024Q4: 144,824 shares; 2025Q1: 146,691 shares; 2025Q2: 125,381 shares; 2025Q3: 132,316 shares; 2025Q4: 139,226 shares; 2026Q1: 152,819 shares 152,819 $5.07M 0.06% +13,593 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: 20,620 shares; 2024Q4: 20,652 shares; 2025Q1: 14,398 shares; 2025Q2: 14,621 shares; 2025Q3: 15,323 shares; 2025Q4: 17,983 shares; 2026Q1: 17,402 shares 17,402 $5M 0.06% -581 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: 18,197 shares; 2025Q4: 33,869 shares; 2026Q1: 36,529 shares 36,529 $4.99M 0.06% +2,660 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,507 shares; 2024Q4: 331,901 shares; 2025Q1: 326,292 shares; 2025Q2: 330,628 shares; 2025Q3: 358,167 shares; 2025Q4: 370,769 shares; 2026Q1: 390,846 shares 390,846 $4.95M 0.06% +20,077 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,596 shares; 2024Q4: 29,130 shares; 2025Q1: 30,141 shares; 2025Q2: 33,043 shares; 2025Q3: 37,978 shares; 2025Q4: 40,048 shares; 2026Q1: 43,045 shares 43,045 $4.94M 0.06% +2,997 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,321 shares; 2024Q4: 8,124 shares; 2025Q1: 6,956 shares; 2025Q2: 6,359 shares; 2025Q3: 6,755 shares; 2025Q4: 6,419 shares; 2026Q1: 25,904 shares 25,904 $4.92M 0.06% +19,485 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,378 shares; 2024Q4: 231,149 shares; 2025Q1: 238,867 shares; 2025Q2: 275,063 shares; 2025Q3: 275,975 shares; 2025Q4: 276,355 shares; 2026Q1: 288,630 shares 288,630 $4.85M 0.06% +12,275 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: 15,763 shares; 2024Q4: 15,022 shares; 2025Q1: 9,362 shares; 2025Q2: 9,379 shares; 2025Q3: 9,488 shares; 2025Q4: 51,550 shares; 2026Q1: 46,190 shares 46,190 $4.83M 0.06% -5,360 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,512 shares; 2024Q4: 111,091 shares; 2025Q1: 130,248 shares; 2025Q2: 64,867 shares; 2025Q3: 67,103 shares; 2025Q4: 72,464 shares; 2026Q1: 92,838 shares 92,838 $4.81M 0.06% +20,374 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: 1,488 shares; 2024Q4: 1,593 shares; 2025Q1: 1,779 shares; 2025Q2: 1,857 shares; 2025Q3: 1,871 shares; 2025Q4: 11,463 shares; 2026Q1: 11,182 shares 11,182 $4.76M 0.06% -281 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,506 shares; 2024Q4: 47,228 shares; 2025Q1: 47,783 shares; 2025Q2: 47,056 shares; 2025Q3: 46,705 shares; 2025Q4: 52,894 shares; 2026Q1: 54,659 shares 54,659 $4.75M 0.06% +1,765 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: 76,595 shares; 2024Q4: 73,496 shares; 2025Q1: 71,366 shares; 2025Q2: 80,480 shares; 2025Q3: 82,418 shares; 2025Q4: 96,194 shares; 2026Q1: 95,195 shares 95,195 $4.64M 0.05% -999 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: 95,187 shares; 2024Q4: 93,625 shares; 2025Q1: 98,117 shares; 2025Q2: 19,879 shares; 2025Q3: 19,731 shares; 2025Q4: 20,108 shares; 2026Q1: 16,816 shares 16,816 $4.55M 0.05% -3,292 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 12,464 shares; 2025Q1: 14,987 shares; 2025Q2: 14,197 shares; 2025Q3: 14,181 shares; 2025Q4: 14,519 shares; 2026Q1: 13,874 shares 13,874 $4.45M 0.05% -645 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: 32,556 shares; 2024Q4: 33,047 shares; 2025Q1: 34,093 shares; 2025Q2: 25,638 shares; 2025Q3: 28,329 shares; 2025Q4: 29,048 shares; 2026Q1: 29,818 shares 29,818 $4.42M 0.05% +770 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,621 shares; 2024Q4: 84,683 shares; 2025Q1: 86,788 shares; 2025Q2: 91,123 shares; 2025Q3: 98,551 shares; 2025Q4: 102,989 shares; 2026Q1: 102,004 shares 102,004 $4.36M 0.05% -985 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: 4,046 shares; 2024Q4: 4,049 shares; 2025Q1: 4,832 shares; 2025Q2: 4,551 shares; 2025Q3: 21,396 shares; 2025Q4: 21,795 shares; 2026Q1: 21,833 shares 21,833 $4.35M 0.05% +38 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,004 shares; 2025Q4: 19,440 shares; 2026Q1: 31,314 shares 31,314 $4.29M 0.05% +11,874 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: 38,509 shares; 2024Q4: 39,163 shares; 2025Q1: 36,195 shares; 2025Q2: 30,440 shares; 2025Q3: 30,567 shares; 2025Q4: 30,714 shares; 2026Q1: 30,324 shares 30,324 $4.23M 0.05% -390 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: 23,788 shares; 2024Q4: 23,804 shares; 2025Q1: 23,783 shares; 2025Q2: 23,674 shares; 2025Q3: 24,720 shares; 2025Q4: 23,578 shares; 2026Q1: 24,514 shares 24,514 $4.15M 0.05% +936 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: 10,974 shares; 2024Q4: 13,254 shares; 2025Q1: 14,352 shares; 2025Q2: 15,914 shares; 2025Q3: 16,115 shares; 2025Q4: 18,085 shares; 2026Q1: 19,128 shares 19,128 $4.11M 0.05% +1,043 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: 60,116 shares; 2024Q4: 59,440 shares; 2025Q1: 58,664 shares; 2025Q2: 67,111 shares; 2025Q3: 67,978 shares; 2025Q4: 68,189 shares; 2026Q1: 67,725 shares 67,725 $4.08M 0.05% -464 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: 2,846 shares; 2024Q4: 2,868 shares; 2025Q1: 2,898 shares; 2025Q2: 43,433 shares; 2025Q3: 43,541 shares; 2025Q4: 44,416 shares; 2026Q1: 44,162 shares 44,162 $4.08M 0.05% -254 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784 shares; 2025Q1: 3,857 shares; 2025Q2: 3,875 shares; 2025Q3: 4,648 shares; 2025Q4: 4,880 shares; 2026Q1: 4,649 shares 4,649 $4.06M 0.05% -231 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,345 shares; 2024Q4: 95,870 shares; 2025Q1: 99,072 shares; 2025Q2: 101,111 shares; 2025Q3: 105,199 shares; 2025Q4: 105,199 shares; 2026Q1: 104,199 shares 104,199 $4.05M 0.05% -1,000 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,731 shares; 2025Q2: 11,722 shares; 2025Q3: 11,844 shares; 2025Q4: 11,904 shares; 2026Q1: 10,070 shares 10,070 $4.01M 0.05% -1,834 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: 5,189 shares; 2024Q4: 4,959 shares; 2025Q1: 5,235 shares; 2025Q2: 4,951 shares; 2025Q3: 5,609 shares; 2025Q4: 5,443 shares; 2026Q1: 19,887 shares 19,887 $3.94M 0.05% +14,444 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 32,853 shares; 2025Q1: 33,111 shares; 2025Q2: 34,563 shares; 2025Q3: 35,442 shares; 2025Q4: 34,740 shares; 2026Q1: 45,449 shares 45,449 $3.86M 0.04% +10,709 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,322 shares; 2024Q4: 22,555 shares; 2025Q1: 22,644 shares; 2025Q2: 25,350 shares; 2025Q3: 25,412 shares; 2025Q4: 27,349 shares; 2026Q1: 27,294 shares 27,294 $3.79M 0.04% -55 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 10,606 shares; 2025Q1: 10,570 shares; 2025Q2: 11,861 shares; 2025Q3: 12,303 shares; 2025Q4: 12,097 shares; 2026Q1: 11,772 shares 11,772 $3.78M 0.04% -325 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 19,904 shares; 2025Q1: 20,005 shares; 2025Q2: 19,585 shares; 2025Q3: 19,186 shares; 2025Q4: 19,559 shares; 2026Q1: 19,758 shares 19,758 $3.55M 0.04% +199 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: 11,665 shares; 2024Q4: 12,105 shares; 2025Q1: 12,322 shares; 2025Q2: 12,457 shares; 2025Q3: 12,407 shares; 2025Q4: 12,716 shares; 2026Q1: 13,024 shares 13,024 $3.55M 0.04% +308 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,278 shares; 2024Q4: 31,276 shares; 2025Q1: 44,901 shares; 2025Q2: 48,014 shares; 2025Q3: 52,101 shares; 2025Q4: 54,189 shares; 2026Q1: 53,192 shares 53,192 $3.47M 0.04% -997 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: 29,316 shares; 2024Q4: 28,461 shares; 2025Q1: 27,945 shares; 2025Q2: 28,000 shares; 2025Q3: 27,617 shares; 2025Q4: 27,885 shares; 2026Q1: 28,611 shares 28,611 $3.46M 0.04% +726 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 9,401 shares; 2025Q1: 9,577 shares; 2025Q2: 9,800 shares; 2025Q3: 9,363 shares; 2025Q4: 9,392 shares; 2026Q1: 9,564 shares 9,564 $3.43M 0.04% +172 Timeline GSLC 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: 11,931 shares; 2024Q4: 13,299 shares; 2025Q1: 17,318 shares; 2025Q2: 22,656 shares; 2025Q3: 24,115 shares; 2025Q4: 26,064 shares; 2026Q1: 27,009 shares 27,009 $3.38M 0.04% +945 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 10,402 shares; 2025Q1: 10,428 shares; 2025Q2: 10,567 shares; 2025Q3: 11,090 shares; 2025Q4: 10,360 shares; 2026Q1: 10,258 shares 10,258 $3.36M 0.04% -102 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,847 shares 40,847 $3.27M 0.04% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,849 shares 50,849 $3.23M 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,875 shares 9,875 $3.21M 0.04% new 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: 8,521 shares; 2024Q4: 8,486 shares; 2025Q1: 8,922 shares; 2025Q2: 8,701 shares; 2025Q3: 9,613 shares; 2025Q4: 9,692 shares; 2026Q1: 9,305 shares 9,305 $3.18M 0.04% -387 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 12,074 shares; 2025Q1: 17,221 shares; 2025Q2: 19,202 shares; 2025Q3: 19,551 shares; 2025Q4: 19,285 shares; 2026Q1: 19,824 shares 19,824 $3.13M 0.04% +539 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: not reported; 2024Q4: 6,455 shares; 2025Q1: 7,793 shares; 2025Q2: 7,766 shares; 2025Q3: 7,787 shares; 2025Q4: 7,818 shares; 2026Q1: 24,867 shares 24,867 $3.12M 0.04% +17,049 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,997 shares; 2025Q1: 3,844 shares; 2025Q2: 4,226 shares; 2025Q3: 4,232 shares; 2025Q4: 6,836 shares; 2026Q1: 6,541 shares 6,541 $3.1M 0.04% -295 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: 2,747 shares; 2024Q4: 2,912 shares; 2025Q1: 6,590 shares; 2025Q2: 6,614 shares; 2025Q3: 6,830 shares; 2025Q4: 6,685 shares; 2026Q1: 6,586 shares 6,586 $3.04M 0.04% -99 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: 16,057 shares; 2024Q4: 16,105 shares; 2025Q1: 15,799 shares; 2025Q2: 15,698 shares; 2025Q3: 15,679 shares; 2025Q4: 16,057 shares; 2026Q1: 14,765 shares 14,765 $3M 0.03% -1,292 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: 821 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 862 shares; 2025Q3: 8,412 shares; 2025Q4: 5,942 shares; 2026Q1: 7,562 shares 7,562 $3M 0.03% +1,620 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,571 shares; 2024Q4: 238,231 shares; 2025Q1: 277,173 shares; 2025Q2: 345,384 shares; 2025Q3: 356,840 shares; 2025Q4: 365,922 shares; 2026Q1: 376,247 shares 376,247 $2.95M 0.03% +10,325 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,352 shares; 2024Q4: 72,680 shares; 2025Q1: 81,425 shares; 2025Q2: 78,886 shares; 2025Q3: 77,022 shares; 2025Q4: 68,777 shares; 2026Q1: 80,958 shares 80,958 $2.92M 0.03% +12,181 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.03% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 20,719 shares; 2026Q1: 20,459 shares 20,459 $2.84M 0.03% -260 Timeline VIS 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: 8,685 shares; 2024Q4: 8,767 shares; 2025Q1: 8,926 shares; 2025Q2: 8,913 shares; 2025Q3: 8,793 shares; 2025Q4: 8,877 shares; 2026Q1: 9,006 shares 9,006 $2.81M 0.03% +129 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,554 shares; 2026Q1: 36,348 shares 36,348 $2.77M 0.03% -7,206 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,777 shares; 2025Q1: 3,770 shares; 2025Q2: 3,961 shares; 2025Q3: 3,986 shares; 2025Q4: 5,078 shares; 2026Q1: 7,083 shares 7,083 $2.75M 0.03% +2,005 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,408 shares; 2024Q4: 40,885 shares; 2025Q1: 36,546 shares; 2025Q2: 52,648 shares; 2025Q3: 60,692 shares; 2025Q4: 64,963 shares; 2026Q1: 69,956 shares 69,956 $2.73M 0.03% +4,993 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: 3,340 shares; 2024Q4: 4,120 shares; 2025Q1: 4,184 shares; 2025Q2: 4,421 shares; 2025Q3: 5,126 shares; 2025Q4: 8,066 shares; 2026Q1: 8,384 shares 8,384 $2.67M 0.03% +318 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,929 shares; 2025Q2: 50,176 shares; 2025Q3: 60,716 shares; 2025Q4: 69,287 shares; 2026Q1: 76,126 shares 76,126 $2.53M 0.03% +6,839 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: 307,857 shares; 2024Q4: 277,859 shares; 2025Q1: 363,985 shares; 2025Q2: 26,625 shares; 2025Q3: 25,522 shares; 2025Q4: 24,822 shares; 2026Q1: 24,791 shares 24,791 $2.44M 0.03% -31 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: 6,611 shares; 2024Q4: 7,969 shares; 2025Q1: 7,938 shares; 2025Q2: 9,996 shares; 2025Q3: 11,520 shares; 2025Q4: 11,950 shares; 2026Q1: 14,798 shares 14,798 $2.44M 0.03% +2,848 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,041 shares; 2024Q4: 170,776 shares; 2025Q1: 170,729 shares; 2025Q2: 177,130 shares; 2025Q3: 183,188 shares; 2025Q4: 179,444 shares; 2026Q1: 175,889 shares 175,889 $2.42M 0.03% -3,555 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: 2,182 shares; 2024Q4: 7,173 shares; 2025Q1: 5,275 shares; 2025Q2: 6,971 shares; 2025Q3: 6,852 shares; 2025Q4: 13,343 shares; 2026Q1: 8,915 shares 8,915 $2.34M 0.03% -4,428 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: 14,930 shares; 2024Q4: 23,259 shares; 2025Q1: 16,252 shares; 2025Q2: 16,011 shares; 2025Q3: 16,507 shares; 2025Q4: 19,250 shares; 2026Q1: 20,160 shares 20,160 $2.28M 0.03% +910 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,868 shares; 2025Q1: 1,525 shares; 2025Q2: 1,319 shares; 2025Q3: 1,321 shares; 2025Q4: 1,317 shares; 2026Q1: 650 shares 650 $2.2M 0.03% -667 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: 90,526 shares; 2024Q4: 77,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,869 shares 42,869 $2.17M 0.03% new 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: 7,246 shares; 2024Q4: 7,468 shares; 2025Q1: 7,504 shares; 2025Q2: 7,273 shares; 2025Q3: 7,175 shares; 2025Q4: 9,236 shares; 2026Q1: 9,077 shares 9,077 $2.14M 0.02% -159 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,208 shares; 2024Q4: 36,571 shares; 2025Q1: 35,643 shares; 2025Q2: 34,774 shares; 2025Q3: 35,480 shares; 2025Q4: 35,109 shares; 2026Q1: 32,624 shares 32,624 $2.11M 0.02% -2,485 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,683 shares; 2025Q2: 10,588 shares; 2025Q3: 10,714 shares; 2025Q4: 10,708 shares; 2026Q1: 11,521 shares 11,521 $2.1M 0.02% +813 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 754 shares; 2025Q1: 790 shares; 2025Q2: 930 shares; 2025Q3: 2,232 shares; 2025Q4: 2,254 shares; 2026Q1: 2,333 shares 2,333 $2.09M 0.02% +79 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: 3,207 shares; 2024Q4: 3,406 shares; 2025Q1: 3,367 shares; 2025Q2: 3,540 shares; 2025Q3: 4,226 shares; 2025Q4: 4,700 shares; 2026Q1: 4,826 shares 4,826 $2.08M 0.02% +126 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: 11,108 shares; 2024Q4: 10,482 shares; 2025Q1: 9,149 shares; 2025Q2: 16,077 shares; 2025Q3: 18,020 shares; 2025Q4: 22,859 shares; 2026Q1: 22,502 shares 22,502 $2.04M 0.02% -357 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: 1,082 shares; 2024Q4: 1,051 shares; 2025Q1: 1,077 shares; 2025Q2: 1,116 shares; 2025Q3: 1,066 shares; 2025Q4: 1,949 shares; 2026Q1: 2,385 shares 2,385 $2.02M 0.02% +436 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,545 shares; 2024Q4: 144,890 shares; 2025Q1: 214,686 shares; 2025Q2: 254,689 shares; 2025Q3: 257,353 shares; 2025Q4: 248,614 shares; 2026Q1: 247,751 shares 247,751 $1.96M 0.02% -863 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: not reported; 2024Q4: 4,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,498 shares; 2025Q4: 34,246 shares; 2026Q1: 36,373 shares 36,373 $1.89M 0.02% +2,127 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,252 shares; 2024Q4: 176,782 shares; 2025Q1: 176,688 shares; 2025Q2: 180,830 shares; 2025Q3: 183,100 shares; 2025Q4: 186,155 shares; 2026Q1: 190,442 shares 190,442 $1.86M 0.02% +4,287 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: 404,169 shares; 2024Q4: 408,461 shares; 2025Q1: 432,848 shares; 2025Q2: 21,798 shares; 2025Q3: 21,245 shares; 2025Q4: 20,103 shares; 2026Q1: 19,297 shares 19,297 $1.86M 0.02% -806 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: 24,144 shares; 2024Q4: 24,950 shares; 2025Q1: 27,810 shares; 2025Q2: 28,608 shares; 2025Q3: 30,548 shares; 2025Q4: 40,300 shares; 2026Q1: 36,731 shares 36,731 $1.81M 0.02% -3,569 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: 5,593 shares; 2024Q4: 5,713 shares; 2025Q1: 4,457 shares; 2025Q2: 4,700 shares; 2025Q3: 4,679 shares; 2025Q4: 4,343 shares; 2026Q1: 4,127 shares 4,127 $1.76M 0.02% -216 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT 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: 13,462 shares; 2025Q4: 14,121 shares; 2026Q1: 17,145 shares 17,145 $1.75M 0.02% +3,024 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: 4,443 shares; 2024Q4: 4,605 shares; 2025Q1: 4,520 shares; 2025Q2: 6,049 shares; 2025Q3: 6,182 shares; 2025Q4: 8,081 shares; 2026Q1: 8,845 shares 8,845 $1.7M 0.02% +764 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: 4,296 shares; 2024Q4: 4,318 shares; 2025Q1: 4,076 shares; 2025Q2: 4,541 shares; 2025Q3: 5,327 shares; 2025Q4: 4,982 shares; 2026Q1: 4,736 shares 4,736 $1.69M 0.02% -246 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: 6,846 shares; 2024Q4: 7,887 shares; 2025Q1: 7,029 shares; 2025Q2: 6,970 shares; 2025Q3: 7,017 shares; 2025Q4: 7,100 shares; 2026Q1: 7,366 shares 7,366 $1.65M 0.02% +266 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: 671 shares; 2024Q4: 704 shares; 2025Q1: 841 shares; 2025Q2: 1,004 shares; 2025Q3: 1,220 shares; 2025Q4: 1,222 shares; 2026Q1: 1,238 shares 1,238 $1.64M 0.02% +16 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 14,984 shares; 2025Q1: 14,355 shares; 2025Q2: 14,661 shares; 2025Q3: 14,948 shares; 2025Q4: 15,932 shares; 2026Q1: 17,836 shares 17,836 $1.58M 0.02% +1,904 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,480 shares; 2025Q1: 2,347 shares; 2025Q2: 3,588 shares; 2025Q3: 4,464 shares; 2025Q4: 9,874 shares; 2026Q1: 11,798 shares 11,798 $1.57M 0.02% +1,924 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: 5,690 shares; 2024Q4: 6,191 shares; 2025Q1: 6,048 shares; 2025Q2: 5,606 shares; 2025Q3: 5,595 shares; 2025Q4: 6,474 shares; 2026Q1: 7,012 shares 7,012 $1.5M 0.02% +538 Timeline SCHI 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: 28,408 shares; 2024Q4: 59,915 shares; 2025Q1: 62,192 shares; 2025Q2: 62,077 shares; 2025Q3: 61,714 shares; 2025Q4: 64,184 shares; 2026Q1: 65,701 shares 65,701 $1.49M 0.02% +1,517 Timeline SJNK 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: 1,477,363 shares; 2024Q4: 1,488,189 shares; 2025Q1: 1,577,006 shares; 2025Q2: 1,669,016 shares; 2025Q3: 64,234 shares; 2025Q4: 54,914 shares; 2026Q1: 57,948 shares 57,948 $1.45M 0.02% +3,034 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 4,466 shares; 2025Q1: 3,297 shares; 2025Q2: 4,340 shares; 2025Q3: 4,379 shares; 2025Q4: 5,426 shares; 2026Q1: 5,566 shares 5,566 $1.38M 0.02% +140 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,144 shares; 2024Q4: 65,822 shares; 2025Q1: 68,582 shares; 2025Q2: 68,862 shares; 2025Q3: 68,641 shares; 2025Q4: 69,736 shares; 2026Q1: 74,531 shares 74,531 $1.37M 0.02% +4,795 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,249 shares; 2025Q1: 2,608 shares; 2025Q2: 6,182 shares; 2025Q3: 6,918 shares; 2025Q4: 7,450 shares; 2026Q1: 7,965 shares 7,965 $1.36M 0.02% +515 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: 3,601 shares; 2024Q4: 3,845 shares; 2025Q1: 3,285 shares; 2025Q2: 4,768 shares; 2025Q3: 4,679 shares; 2025Q4: 6,122 shares; 2026Q1: 5,321 shares 5,321 $1.29M 0.02% -801 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: not reported; 2024Q4: 4,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 8,915 shares; 2026Q1: 9,189 shares 9,189 $1.27M 0.01% +274 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: 7,363 shares; 2024Q4: 7,398 shares; 2025Q1: 6,565 shares; 2025Q2: 10,708 shares; 2025Q3: 9,905 shares; 2025Q4: 18,086 shares; 2026Q1: 18,188 shares 18,188 $1.27M 0.01% +102 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,016 shares; 2025Q2: 1,472 shares; 2025Q3: 1,504 shares; 2025Q4: 1,929 shares; 2026Q1: 2,255 shares 2,255 $1.24M 0.01% +326 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,428 shares; 2025Q2: 2,452 shares; 2025Q3: 2,512 shares; 2025Q4: 2,842 shares; 2026Q1: 2,846 shares 2,846 $1.24M 0.01% +4 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,804 shares; 2026Q1: 8,734 shares 8,734 $1.24M 0.01% -70 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,795 shares; 2025Q1: 3,665 shares; 2025Q2: 3,854 shares; 2025Q3: 3,845 shares; 2025Q4: 4,159 shares; 2026Q1: 4,086 shares 4,086 $1.22M 0.01% -73 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: 61,053 shares; 2024Q4: 57,042 shares; 2025Q1: 51,638 shares; 2025Q2: 48,856 shares; 2025Q3: 48,583 shares; 2025Q4: 38,542 shares; 2026Q1: 41,885 shares 41,885 $1.2M 0.01% +3,343 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: 4,412 shares; 2024Q4: 4,647 shares; 2025Q1: 5,014 shares; 2025Q2: 5,480 shares; 2025Q3: 6,424 shares; 2025Q4: 6,985 shares; 2026Q1: 9,471 shares 9,471 $1.2M 0.01% +2,486 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,021 shares; 2025Q1: 4,101 shares; 2025Q2: 4,111 shares; 2025Q3: 4,419 shares; 2025Q4: 4,338 shares; 2026Q1: 4,113 shares 4,113 $1.2M 0.01% -225 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: 2,857 shares; 2024Q4: 3,456 shares; 2025Q1: 3,468 shares; 2025Q2: 3,363 shares; 2025Q3: 3,948 shares; 2025Q4: 4,347 shares; 2026Q1: 3,532 shares 3,532 $1.19M 0.01% -815 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,639 shares; 2024Q4: 65,791 shares; 2025Q1: 66,270 shares; 2025Q2: 74,672 shares; 2025Q3: 76,938 shares; 2025Q4: 79,298 shares; 2026Q1: 79,468 shares 79,468 $1.19M 0.01% +170 Timeline VDE 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: 5,625 shares; 2024Q4: 5,904 shares; 2025Q1: 6,077 shares; 2025Q2: 6,080 shares; 2025Q3: 6,023 shares; 2025Q4: 6,167 shares; 2026Q1: 6,856 shares 6,856 $1.19M 0.01% +689 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 7,333 shares; 2025Q1: 7,474 shares; 2025Q2: 8,382 shares; 2025Q3: 8,251 shares; 2025Q4: 8,166 shares; 2026Q1: 8,630 shares 8,630 $1.17M 0.01% +464 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: 8,680 shares; 2024Q4: 11,037 shares; 2025Q1: 10,175 shares; 2025Q2: 10,148 shares; 2025Q3: 10,108 shares; 2025Q4: 11,946 shares; 2026Q1: 11,962 shares 11,962 $1.16M 0.01% +16 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: 8,098 shares; 2024Q4: 8,597 shares; 2025Q1: 8,953 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 13,717 shares; 2026Q1: 8,090 shares 8,090 $1.15M 0.01% -5,627 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,319 shares; 2024Q4: 11,030 shares; 2025Q1: 10,900 shares; 2025Q2: 10,679 shares; 2025Q3: 10,809 shares; 2025Q4: 11,351 shares; 2026Q1: 10,211 shares 10,211 $1.12M 0.01% -1,140 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: 12,193 shares; 2024Q4: 18,850 shares; 2025Q1: 19,629 shares; 2025Q2: 31,671 shares; 2025Q3: 36,215 shares; 2025Q4: 43,929 shares; 2026Q1: 38,356 shares 38,356 $1.11M 0.01% -5,573 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: 6,186 shares; 2024Q4: 8,090 shares; 2025Q1: 11,980 shares; 2025Q2: 12,351 shares; 2025Q3: 11,730 shares; 2025Q4: 11,813 shares; 2026Q1: 8,386 shares 8,386 $1.11M 0.01% -3,427 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: 2,466 shares; 2024Q4: 2,617 shares; 2025Q1: 2,239 shares; 2025Q2: 2,382 shares; 2025Q3: 2,379 shares; 2025Q4: 4,354 shares; 2026Q1: 4,406 shares 4,406 $1.09M 0.01% +52 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,269 shares; 2025Q1: 4,266 shares; 2025Q2: 4,270 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 4,270 shares 4,270 $1.07M 0.01% -237 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 771 shares; 2025Q1: 745 shares; 2025Q2: 747 shares; 2025Q3: 730 shares; 2025Q4: 774 shares; 2026Q1: 970 shares 970 $1.06M 0.01% +196 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,311 shares; 2025Q4: 7,419 shares; 2026Q1: 7,258 shares 7,258 $1.05M 0.01% -161 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: 18,042 shares; 2024Q4: 18,553 shares; 2025Q1: 20,531 shares; 2025Q2: 20,979 shares; 2025Q3: 20,893 shares; 2025Q4: 20,895 shares; 2026Q1: 18,364 shares 18,364 $1.04M 0.01% -2,531 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: 1,548 shares; 2024Q4: 1,436 shares; 2025Q1: 1,351 shares; 2025Q2: 1,252 shares; 2025Q3: 1,328 shares; 2025Q4: 1,303 shares; 2026Q1: 1,484 shares 1,484 $1.01M 0.01% +181 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,937 shares; 2024Q4: 293,896 shares; 2025Q1: 301,011 shares; 2025Q2: 254,873 shares; 2025Q3: 13,827 shares; 2025Q4: 10,482 shares; 2026Q1: 20,163 shares 20,163 $937K 0.01% +9,681 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: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,051 shares; 2025Q2: 2,200 shares; 2025Q3: 2,313 shares; 2025Q4: 2,486 shares; 2026Q1: 3,628 shares 3,628 $934K 0.01% +1,142 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: 2,060 shares; 2024Q4: 2,316 shares; 2025Q1: 2,683 shares; 2025Q2: 2,457 shares; 2025Q3: 2,467 shares; 2025Q4: 2,668 shares; 2026Q1: 2,592 shares 2,592 $923K 0.01% -76 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: 4,067 shares; 2024Q4: 4,059 shares; 2025Q1: 4,612 shares; 2025Q2: 4,427 shares; 2025Q3: 5,416 shares; 2025Q4: 9,314 shares; 2026Q1: 8,992 shares 8,992 $918K 0.01% -322 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,615 shares; 2025Q1: 4,350 shares; 2025Q2: 4,431 shares; 2025Q3: 4,364 shares; 2025Q4: 4,359 shares; 2026Q1: 4,372 shares 4,372 $900K 0.01% +13 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: 7,402 shares; 2024Q4: 3,415 shares; 2025Q1: 3,065 shares; 2025Q2: 3,404 shares; 2025Q3: 3,452 shares; 2025Q4: 3,669 shares; 2026Q1: 3,964 shares 3,964 $877K 0.01% +295 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: 7,691 shares; 2024Q4: 8,436 shares; 2025Q1: 7,896 shares; 2025Q2: 6,228 shares; 2025Q3: 7,083 shares; 2025Q4: 7,002 shares; 2026Q1: 7,020 shares 7,020 $873K 0.01% +18 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,045 shares; 2025Q1: 2,032 shares; 2025Q2: 2,066 shares; 2025Q3: 2,062 shares; 2025Q4: 2,171 shares; 2026Q1: 2,430 shares 2,430 $872K 0.01% +259 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 11,253 shares; 2026Q1: 17,009 shares 17,009 $859K 0.01% +5,756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,127 shares; 2025Q4: 3,315 shares; 2026Q1: 3,404 shares 3,404 $853K 0.01% +89 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: 3,801 shares; 2024Q4: 4,192 shares; 2025Q1: 4,225 shares; 2025Q2: 5,726 shares; 2025Q3: 5,925 shares; 2025Q4: 5,453 shares; 2026Q1: 6,484 shares 6,484 $850K 0.01% +1,031 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,829 shares; 2025Q1: 3,907 shares; 2025Q2: 3,885 shares; 2025Q3: 3,835 shares; 2025Q4: 3,859 shares; 2026Q1: 4,254 shares 4,254 $843K 0.01% +395 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,514 shares; 2025Q1: 2,747 shares; 2025Q2: 2,808 shares; 2025Q3: 2,883 shares; 2025Q4: 2,840 shares; 2026Q1: 2,666 shares 2,666 $838K 0.01% -174 Timeline VAW 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: 3,047 shares; 2024Q4: 3,147 shares; 2025Q1: 3,270 shares; 2025Q2: 3,272 shares; 2025Q3: 3,234 shares; 2025Q4: 3,334 shares; 2026Q1: 3,690 shares 3,690 $832K 0.01% +356 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 5,459 shares; 2025Q1: 5,401 shares; 2025Q2: 5,523 shares; 2025Q3: 6,397 shares; 2025Q4: 7,328 shares; 2026Q1: 6,979 shares 6,979 $828K 0.01% -349 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: 4,173 shares 4,173 $823K 0.01% new 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: 4,445 shares; 2024Q4: 4,513 shares; 2025Q1: 4,355 shares; 2025Q2: 3,883 shares; 2025Q3: 3,863 shares; 2025Q4: 4,990 shares; 2026Q1: 3,793 shares 3,793 $801K 0.01% -1,197 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,805 shares; 2025Q1: 3,867 shares; 2025Q2: 4,701 shares; 2025Q3: 4,704 shares; 2025Q4: 4,199 shares; 2026Q1: 4,734 shares 4,734 $801K 0.01% +535 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,187 shares; 2025Q4: 11,368 shares; 2026Q1: 10,997 shares 10,997 $783K 0.01% -371 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: 1,715 shares; 2024Q4: 1,832 shares; 2025Q1: 1,753 shares; 2025Q2: 1,756 shares; 2025Q3: 2,057 shares; 2025Q4: 2,445 shares; 2026Q1: 2,272 shares 2,272 $780K 0.01% -173 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: 6,090 shares; 2024Q4: 6,072 shares; 2025Q1: 6,877 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 3,225 shares; 2026Q1: 3,191 shares 3,191 $779K 0.01% -34 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: 9,108 shares; 2024Q4: 10,894 shares; 2025Q1: 9,262 shares; 2025Q2: 9,809 shares; 2025Q3: 10,953 shares; 2025Q4: 12,868 shares; 2026Q1: 17,261 shares 17,261 $762K 0.01% +4,393 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,890 shares; 2025Q1: 4,545 shares; 2025Q2: 4,703 shares; 2025Q3: 5,506 shares; 2025Q4: 5,386 shares; 2026Q1: 5,065 shares 5,065 $761K 0.01% -321 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: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,889 shares; 2025Q4: 2,319 shares; 2026Q1: 3,283 shares 3,283 $757K 0.01% +964 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,586 shares; 2024Q4: 122,975 shares; 2025Q1: 121,053 shares; 2025Q2: 53,095 shares; 2025Q3: 55,136 shares; 2025Q4: 55,798 shares; 2026Q1: 4,025 shares 4,025 $751K 0.01% -51,773 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: 2,320 shares; 2024Q4: 2,470 shares; 2025Q1: 2,534 shares; 2025Q2: 2,695 shares; 2025Q3: 4,348 shares; 2025Q4: 2,948 shares; 2026Q1: 2,872 shares 2,872 $748K 0.01% -76 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares; 2025Q4: 8,642 shares; 2026Q1: 14,378 shares 14,378 $733K 0.01% +5,736 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 21,100 shares; 2025Q1: 20,082 shares; 2025Q2: 20,742 shares; 2025Q3: 20,239 shares; 2025Q4: 20,067 shares; 2026Q1: 19,825 shares 19,825 $732K 0.01% -242 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: 14,391 shares; 2024Q4: 14,004 shares; 2025Q1: 13,712 shares; 2025Q2: 14,278 shares; 2025Q3: 15,031 shares; 2025Q4: 13,971 shares; 2026Q1: 12,554 shares 12,554 $724K 0.01% -1,417 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: 4,675 shares; 2025Q1: 4,852 shares; 2025Q2: 5,097 shares; 2025Q3: 5,049 shares; 2025Q4: 5,185 shares; 2026Q1: 6,175 shares 6,175 $715K 0.01% +990 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: not reported; 2024Q4: 3,596 shares; 2025Q1: 2,805 shares; 2025Q2: 2,462 shares; 2025Q3: 2,595 shares; 2025Q4: 8,324 shares; 2026Q1: 7,703 shares 7,703 $714K 0.01% -621 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: 12,988 shares; 2024Q4: 12,750 shares; 2025Q1: 13,250 shares; 2025Q2: 12,750 shares; 2025Q3: 13,669 shares; 2025Q4: 14,792 shares; 2026Q1: 18,764 shares 18,764 $710K 0.01% +3,972 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: 6,863 shares; 2024Q4: 7,047 shares; 2025Q1: 7,140 shares; 2025Q2: 6,898 shares; 2025Q3: 6,949 shares; 2025Q4: 7,105 shares; 2026Q1: 7,674 shares 7,674 $681K 0.01% +569 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,989 shares; 2025Q1: 4,289 shares; 2025Q2: 3,532 shares; 2025Q3: 5,352 shares; 2025Q4: 5,867 shares; 2026Q1: 5,521 shares 5,521 $678K 0.01% -346 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,302 shares; 2025Q1: 3,304 shares; 2025Q2: 3,520 shares; 2025Q3: 3,518 shares; 2025Q4: 3,899 shares; 2026Q1: 3,853 shares 3,853 $677K 0.01% -46 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,159 shares; 2025Q4: 5,159 shares; 2026Q1: 5,161 shares 5,161 $676K 0.01% +2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 17,378 shares; 2025Q1: 17,004 shares; 2025Q2: 17,089 shares; 2025Q3: 16,274 shares; 2025Q4: 13,998 shares; 2026Q1: 14,683 shares 14,683 $665K 0.01% +685 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 7,596 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,282 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares 7,159 $664K 0.01% 0 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: 524 shares; 2024Q4: 500 shares; 2025Q1: 564 shares; 2025Q2: 586 shares; 2025Q3: 594 shares; 2025Q4: 569 shares; 2026Q1: 666 shares 666 $654K 0.01% +97 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: 7,780 shares; 2024Q4: 6,848 shares; 2025Q1: 7,398 shares; 2025Q2: 7,431 shares; 2025Q3: 7,407 shares; 2025Q4: 7,580 shares; 2026Q1: 7,689 shares 7,689 $644K 0.01% +109 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,863 shares; 2025Q1: 3,348 shares; 2025Q2: 5,301 shares; 2025Q3: 5,240 shares; 2025Q4: 5,741 shares; 2026Q1: 5,646 shares 5,646 $634K 0.01% -95 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,439 shares; 2025Q2: 7,439 shares; 2025Q3: 7,439 shares; 2025Q4: 7,279 shares; 2026Q1: 7,281 shares 7,281 $627K 0.01% +2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 12,419 shares; 2025Q1: 12,402 shares; 2025Q2: 12,046 shares; 2025Q3: 11,459 shares; 2025Q4: 8,259 shares; 2026Q1: 7,666 shares 7,666 $621K 0.01% -593 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: 1,753 shares; 2024Q4: 1,629 shares; 2025Q1: 1,738 shares; 2025Q2: 1,565 shares; 2025Q3: 1,656 shares; 2025Q4: 1,627 shares; 2026Q1: 1,386 shares 1,386 $599K 0.01% -241 Timeline FGD 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: 18,741 shares; 2024Q4: 18,741 shares; 2025Q1: 18,741 shares; 2025Q2: 18,741 shares; 2025Q3: 18,741 shares; 2025Q4: 18,741 shares; 2026Q1: 18,741 shares 18,741 $598K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 1,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,547 shares; 2026Q1: 2,866 shares 2,866 $596K 0.01% +319 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 13,212 shares; 2025Q1: 10,808 shares; 2025Q2: 10,294 shares; 2025Q3: 10,459 shares; 2025Q4: 10,339 shares; 2026Q1: 9,079 shares 9,079 $587K 0.01% -1,260 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: 75 shares; 2024Q4: 81 shares; 2025Q1: 90 shares; 2025Q2: 97 shares; 2025Q3: 103 shares; 2025Q4: 124 shares; 2026Q1: 138 shares 138 $582K 0.01% +14 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,000 shares; 2025Q1: 10,049 shares; 2025Q2: 9,139 shares; 2025Q3: 9,291 shares; 2025Q4: 9,356 shares; 2026Q1: 9,735 shares 9,735 $572K 0.01% +379 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares; 2025Q4: 1,491 shares; 2026Q1: 1,491 shares 1,491 $572K 0.01% 0 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: 8,219 shares; 2024Q4: 8,255 shares; 2025Q1: 8,770 shares; 2025Q2: 4,067 shares; 2025Q3: 5,222 shares; 2025Q4: 7,959 shares; 2026Q1: 5,747 shares 5,747 $569K 0.01% -2,212 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,979 shares; 2025Q1: 1,720 shares; 2025Q2: 1,803 shares; 2025Q3: 1,818 shares; 2025Q4: 1,790 shares; 2026Q1: 1,937 shares 1,937 $565K 0.01% +147 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,819 shares; 2026Q1: 4,819 shares 4,819 $565K 0.01% 0 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: 35,533 shares; 2024Q4: 36,256 shares; 2025Q1: 36,939 shares; 2025Q2: 6,171 shares; 2025Q3: 5,271 shares; 2025Q4: 4,689 shares; 2026Q1: 2,310 shares 2,310 $562K 0.01% -2,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,737 shares; 2025Q3: 4,681 shares; 2025Q4: 8,428 shares; 2026Q1: 7,219 shares 7,219 $557K 0.01% -1,209 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: 861 shares; 2025Q2: 1,113 shares; 2025Q3: 1,970 shares; 2025Q4: 1,934 shares; 2026Q1: 1,984 shares 1,984 $551K 0.01% +50 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 6,172 shares; 2025Q1: 6,308 shares; 2025Q2: 6,742 shares; 2025Q3: 6,463 shares; 2025Q4: 7,195 shares; 2026Q1: 7,544 shares 7,544 $551K 0.01% +349 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 997 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 887 shares 887 $547K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,077 shares; 2026Q1: 3,735 shares 3,735 $544K 0.01% +658 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 6,163 shares; 2025Q1: 6,286 shares; 2025Q2: 6,514 shares; 2025Q3: 6,589 shares; 2025Q4: 7,433 shares; 2026Q1: 7,504 shares 7,504 $544K 0.01% +71 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: 3,252 shares; 2024Q4: 20,416 shares; 2025Q1: 3,400 shares; 2025Q2: 2,996 shares; 2025Q3: 3,241 shares; 2025Q4: 3,068 shares; 2026Q1: 3,673 shares 3,673 $538K 0.01% +605 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,131 shares 2,131 $534K 0.01% -219 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 1,470 shares; 2025Q2: 2,768 shares; 2025Q3: 2,820 shares; 2025Q4: 2,321 shares; 2026Q1: 2,887 shares 2,887 $532K 0.01% +566 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 8,800 shares 8,800 $532K 0.01% -400 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: 3,872 shares; 2024Q4: 3,898 shares; 2025Q1: 7,357 shares; 2025Q2: 7,351 shares; 2025Q3: 7,345 shares; 2025Q4: 7,229 shares; 2026Q1: 7,193 shares 7,193 $521K 0.01% -36 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,192 shares; 2025Q1: 2,417 shares; 2025Q2: 2,251 shares; 2025Q3: 2,416 shares; 2025Q4: 2,758 shares; 2026Q1: 2,995 shares 2,995 $520K 0.01% +237 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,502 shares; 2025Q1: 6,064 shares; 2025Q2: 5,739 shares; 2025Q3: 6,815 shares; 2025Q4: 7,045 shares; 2026Q1: 5,401 shares 5,401 $518K 0.01% -1,644 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: 36,986 shares; 2024Q4: 34,086 shares; 2025Q1: 19,086 shares; 2025Q2: 17,803 shares; 2025Q3: 19,253 shares; 2025Q4: 15,374 shares; 2026Q1: 15,248 shares 15,248 $518K 0.01% -126 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 794 shares; 2025Q2: 774 shares; 2025Q3: 792 shares; 2025Q4: 899 shares; 2026Q1: 959 shares 959 $516K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares; 2026Q1: 1,320 shares 1,320 $515K 0.01% +36 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: 14,541 shares; 2024Q4: 14,246 shares; 2025Q1: 1,271 shares; 2025Q2: 1,326 shares; 2025Q3: 1,552 shares; 2025Q4: 1,652 shares; 2026Q1: 1,138 shares 1,138 $509K 0.01% -514 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,298 shares 8,298 $507K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,577 shares; 2025Q4: 3,693 shares; 2026Q1: 3,868 shares 3,868 $507K 0.01% +175 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,603 shares; 2025Q1: 3,258 shares; 2025Q2: 3,759 shares; 2025Q3: 3,612 shares; 2025Q4: 3,645 shares; 2026Q1: 3,232 shares 3,232 $501K 0.01% -413 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,075 shares; 2025Q1: 1,030 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 844 shares 844 $500K 0.01% -1 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares; 2026Q1: 5,208 shares 5,208 $498K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,245 shares; 2025Q1: 5,286 shares; 2025Q2: 5,287 shares; 2025Q3: 5,319 shares; 2025Q4: 5,341 shares; 2026Q1: 5,325 shares 5,325 $497K 0.01% -16 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: 1,809 shares; 2025Q2: 1,882 shares; 2025Q3: 1,866 shares; 2025Q4: 2,411 shares; 2026Q1: 3,667 shares 3,667 $497K 0.01% +1,256 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 2,044 shares; 2025Q3: 1,906 shares; 2025Q4: 1,971 shares; 2026Q1: 2,338 shares 2,338 $494K 0.01% +367 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: 9,964 shares; 2024Q4: 6,380 shares; 2025Q1: 6,848 shares; 2025Q2: 6,781 shares; 2025Q3: 6,619 shares; 2025Q4: 6,623 shares; 2026Q1: 6,445 shares 6,445 $493K 0.01% -178 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 783 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 1,189 shares; 2025Q4: 1,239 shares; 2026Q1: 1,195 shares 1,195 $487K 0.01% -44 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 6,139 shares; 2025Q1: 6,009 shares; 2025Q2: 7,917 shares; 2025Q3: 8,001 shares; 2025Q4: 8,308 shares; 2026Q1: 8,120 shares 8,120 $487K 0.01% -188 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: 8,640 shares; 2024Q4: 10,248 shares; 2025Q1: 9,468 shares; 2025Q2: 9,518 shares; 2025Q3: 9,521 shares; 2025Q4: 11,132 shares; 2026Q1: 11,819 shares 11,819 $485K 0.01% +687 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: 2,071 shares; 2024Q4: 2,149 shares; 2025Q1: 2,027 shares; 2025Q2: 1,983 shares; 2025Q3: 1,952 shares; 2025Q4: 1,724 shares; 2026Q1: 1,783 shares 1,783 $483K 0.01% +59 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,555 shares; 2026Q1: 6,469 shares 6,469 $481K 0.01% +1,914 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,178 shares; 2025Q1: 1,241 shares; 2025Q2: 1,249 shares; 2025Q3: 1,238 shares; 2025Q4: 1,237 shares; 2026Q1: 1,322 shares 1,322 $481K 0.01% +85 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 10,081 shares; 2025Q1: 10,081 shares; 2025Q2: 10,112 shares; 2025Q3: 9,645 shares; 2025Q4: 9,267 shares; 2026Q1: 11,277 shares 11,277 $480K 0.01% +2,010 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: 1,374 shares; 2024Q4: 1,388 shares; 2025Q1: 1,329 shares; 2025Q2: 1,635 shares; 2025Q3: 1,663 shares; 2025Q4: 1,760 shares; 2026Q1: 1,671 shares 1,671 $480K 0.01% -89 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,393 shares; 2025Q4: 7,270 shares; 2026Q1: 7,226 shares 7,226 $479K 0.01% -44 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,443 shares; 2025Q1: 12,543 shares; 2025Q2: 13,428 shares; 2025Q3: 36,083 shares; 2025Q4: 38,007 shares; 2026Q1: 41,263 shares 41,263 $476K 0.01% +3,256 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: not reported; 2025Q4: not reported; 2026Q1: 19,449 shares 19,449 $473K 0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,698 shares; 2026Q1: 8,088 shares 8,088 $471K 0.01% +3,390 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,566 shares; 2026Q1: 3,366 shares 3,366 $466K 0.01% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,674 shares; 2026Q1: 7,459 shares 7,459 $461K 0.01% +1,785 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,482 shares; 2026Q1: 3,359 shares 3,359 $457K 0.01% +877 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,583 shares; 2026Q1: 2,488 shares 2,488 $452K 0.01% -95 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 11,160 shares; 2026Q1: 11,130 shares 11,130 $450K 0.01% -30 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,021 shares; 2025Q1: 7,610 shares; 2025Q2: 6,916 shares; 2025Q3: 6,789 shares; 2025Q4: 6,869 shares; 2026Q1: 6,869 shares 6,869 $450K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,051 shares; 2025Q1: 2,863 shares; 2025Q2: 2,656 shares; 2025Q3: 2,667 shares; 2025Q4: 2,129 shares; 2026Q1: 2,114 shares 2,114 $444K 0.01% -15 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,696 shares; 2025Q1: 2,719 shares; 2025Q2: 2,724 shares; 2025Q3: 2,765 shares; 2025Q4: 2,744 shares; 2026Q1: 2,426 shares 2,426 $437K 0.01% -318 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: 3,240 shares; 2024Q4: 9,934 shares; 2025Q1: 9,720 shares; 2025Q2: 14,512 shares; 2025Q3: 14,724 shares; 2025Q4: 15,700 shares; 2026Q1: 16,971 shares 16,971 $435K 0.01% +1,271 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: 5,178 shares; 2024Q4: 4,612 shares; 2025Q1: 5,814 shares; 2025Q2: 6,287 shares; 2025Q3: 6,398 shares; 2025Q4: 6,464 shares; 2026Q1: 6,016 shares 6,016 $433K 0.01% -448 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 11,017 shares; 2025Q1: 5,420 shares; 2025Q2: 5,278 shares; 2025Q3: 5,371 shares; 2025Q4: 5,562 shares; 2026Q1: 6,214 shares 6,214 $431K 0.01% +652 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,305 shares; 2024Q4: 55,726 shares; 2025Q1: 7,214 shares; 2025Q2: 7,199 shares; 2025Q3: 7,192 shares; 2025Q4: 7,197 shares; 2026Q1: 7,222 shares 7,222 $427K <0.01% +25 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,171 shares; 2025Q2: 2,006 shares; 2025Q3: 2,077 shares; 2025Q4: 2,166 shares; 2026Q1: 1,500 shares 1,500 $424K <0.01% -666 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,377 shares; 2025Q4: 1,462 shares; 2026Q1: 1,387 shares 1,387 $419K <0.01% -75 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,366 shares; 2025Q2: 3,039 shares; 2025Q3: 3,329 shares; 2025Q4: 16,298 shares; 2026Q1: 6,772 shares 6,772 $415K <0.01% -9,526 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: 13,868 shares; 2024Q4: 8,916 shares; 2025Q1: 9,069 shares; 2025Q2: 9,899 shares; 2025Q3: 9,899 shares; 2025Q4: 9,331 shares; 2026Q1: 9,062 shares 9,062 $414K <0.01% -269 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,592 shares; 2026Q1: 4,689 shares 4,689 $413K <0.01% -903 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,472 shares; 2025Q3: 1,615 shares; 2025Q4: 1,941 shares; 2026Q1: 1,988 shares 1,988 $412K <0.01% +47 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,766 shares; 2025Q1: 3,839 shares; 2025Q2: 3,968 shares; 2025Q3: 4,988 shares; 2025Q4: 5,059 shares; 2026Q1: 4,827 shares 4,827 $410K <0.01% -232 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: 6,265 shares; 2024Q4: 6,145 shares; 2025Q1: 6,261 shares; 2025Q2: 4,937 shares; 2025Q3: 4,599 shares; 2025Q4: 4,700 shares; 2026Q1: 4,403 shares 4,403 $409K <0.01% -297 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 948 shares; 2026Q1: 1,094 shares 1,094 $402K <0.01% +146 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 3,989 shares 3,989 $402K <0.01% -211 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: 2,467 shares; 2024Q4: 2,594 shares; 2025Q1: 2,368 shares; 2025Q2: 2,313 shares; 2025Q3: 2,312 shares; 2025Q4: 2,414 shares; 2026Q1: 2,039 shares 2,039 $402K <0.01% -375 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: 15,328 shares; 2024Q4: 15,272 shares; 2025Q1: 4,628 shares; 2025Q2: 5,513 shares; 2025Q3: 5,842 shares; 2025Q4: 6,546 shares; 2026Q1: 7,361 shares 7,361 $398K <0.01% +815 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,197 shares; 2025Q1: 6,182 shares; 2025Q2: 5,231 shares; 2025Q3: 6,571 shares; 2025Q4: 6,542 shares; 2026Q1: 4,798 shares 4,798 $397K <0.01% -1,744 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: 3,300 shares; 2024Q4: 3,336 shares; 2025Q1: 2,938 shares; 2025Q2: 2,969 shares; 2025Q3: 2,981 shares; 2025Q4: 3,095 shares; 2026Q1: 2,907 shares 2,907 $396K <0.01% -188 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,731 shares; 2025Q2: 7,631 shares; 2025Q3: 7,631 shares; 2025Q4: 8,012 shares; 2026Q1: 8,012 shares 8,012 $394K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 911 shares; 2025Q1: 900 shares; 2025Q2: 889 shares; 2025Q3: 878 shares; 2025Q4: 847 shares; 2026Q1: 884 shares 884 $393K <0.01% +37 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: 1,461 shares; 2024Q4: 1,737 shares; 2025Q1: 1,679 shares; 2025Q2: 1,545 shares; 2025Q3: 1,850 shares; 2025Q4: 1,439 shares; 2026Q1: 1,469 shares 1,469 $392K <0.01% +30 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,364 shares; 2025Q3: 1,365 shares; 2025Q4: 2,144 shares; 2026Q1: 2,170 shares 2,170 $391K <0.01% +26 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 468 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $388K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 2,669 shares; 2025Q4: 2,731 shares; 2026Q1: 2,335 shares 2,335 $387K <0.01% -396 Timeline FNDX 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: 4,329 shares; 2024Q4: 12,987 shares; 2025Q1: 13,746 shares; 2025Q2: 13,746 shares; 2025Q3: 13,746 shares; 2025Q4: 13,746 shares; 2026Q1: 13,746 shares 13,746 $383K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 435 shares; 2025Q4: 450 shares; 2026Q1: 513 shares 513 $379K <0.01% +63 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,051 shares; 2025Q1: 4,009 shares; 2025Q2: 4,050 shares; 2025Q3: 4,061 shares; 2025Q4: 3,991 shares; 2026Q1: 4,077 shares 4,077 $376K <0.01% +86 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,026 shares; 2025Q1: 6,013 shares; 2025Q2: 5,722 shares; 2025Q3: 5,263 shares; 2025Q4: 5,263 shares; 2026Q1: 5,263 shares 5,263 $374K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 805 shares; 2026Q1: 806 shares 806 $373K <0.01% +1 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 195 shares 195 $373K <0.01% +38 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: 3,081 shares; 2024Q4: 3,452 shares; 2025Q1: 4,400 shares; 2025Q2: 6,446 shares; 2025Q3: 6,296 shares; 2025Q4: 6,472 shares; 2026Q1: 5,934 shares 5,934 $372K <0.01% -538 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 5,755 shares; 2025Q1: 5,350 shares; 2025Q2: 5,335 shares; 2025Q3: 5,512 shares; 2025Q4: 5,888 shares; 2026Q1: 7,346 shares 7,346 $372K <0.01% +1,458 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 712 shares; 2026Q1: 682 shares 682 $371K <0.01% -30 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463,422 shares; 2025Q2: 470,532 shares; 2025Q3: 488,706 shares; 2025Q4: 496,924 shares; 2026Q1: 7,563 shares 7,563 $371K <0.01% -489,361 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 4,772 shares; 2025Q1: 4,772 shares; 2025Q2: 3,982 shares; 2025Q3: 4,064 shares; 2025Q4: 4,064 shares; 2026Q1: 3,799 shares 3,799 $367K <0.01% -265 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: 3,163 shares; 2024Q4: 3,760 shares; 2025Q1: 4,643 shares; 2025Q2: 3,643 shares; 2025Q3: 3,371 shares; 2025Q4: 3,235 shares; 2026Q1: 3,822 shares 3,822 $367K <0.01% +587 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: 2,507 shares; 2024Q4: 1,582 shares; 2025Q1: 1,978 shares; 2025Q2: 2,254 shares; 2025Q3: 2,259 shares; 2025Q4: 2,470 shares; 2026Q1: 2,328 shares 2,328 $366K <0.01% -142 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: 2,871 shares; 2024Q4: 2,906 shares; 2025Q1: 2,696 shares; 2025Q2: 5,439 shares; 2025Q3: 5,304 shares; 2025Q4: 5,388 shares; 2026Q1: 7,871 shares 7,871 $365K <0.01% +2,483 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,278 shares; 2025Q1: 1,282 shares; 2025Q2: 1,314 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,352 shares 1,352 $361K <0.01% -83 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,556 shares; 2024Q4: 7,561 shares; 2025Q1: 4,098 shares; 2025Q2: 4,095 shares; 2025Q3: 3,903 shares; 2025Q4: 3,881 shares; 2026Q1: 3,491 shares 3,491 $357K <0.01% -390 Timeline AOK ISHARES 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: 8,904 shares; 2026Q1: 8,904 shares 8,904 $355K <0.01% 0 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND 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: 25,428 shares 25,428 $349K <0.01% new 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: 55,776 shares; 2024Q4: 55,315 shares; 2025Q1: 55,655 shares; 2025Q2: 55,231 shares; 2025Q3: 55,509 shares; 2025Q4: 4,378 shares; 2026Q1: 3,915 shares 3,915 $346K <0.01% -463 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195 shares; 2025Q2: 205 shares; 2025Q3: 298 shares; 2025Q4: 296 shares; 2026Q1: 293 shares 293 $340K <0.01% -3 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: 3,765 shares; 2024Q4: 4,041 shares; 2025Q1: 4,067 shares; 2025Q2: 3,424 shares; 2025Q3: 3,279 shares; 2025Q4: 3,272 shares; 2026Q1: 2,877 shares 2,877 $338K <0.01% -395 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares; 2026Q1: 7,340 shares 7,340 $337K <0.01% -15 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: 1,714 shares; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,421 shares; 2025Q3: 1,518 shares; 2025Q4: 1,636 shares; 2026Q1: 1,703 shares 1,703 $337K <0.01% +67 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,422 shares; 2026Q1: 4,855 shares 4,855 $331K <0.01% -567 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: 4,523 shares; 2024Q4: 13,569 shares; 2025Q1: 12,244 shares; 2025Q2: 12,718 shares; 2025Q3: 11,997 shares; 2025Q4: 13,221 shares; 2026Q1: 13,086 shares 13,086 $328K <0.01% -135 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,479 shares; 2025Q1: 2,542 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,535 shares; 2026Q1: 4,017 shares 4,017 $328K <0.01% +1,482 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: 2,589 shares; 2024Q4: 3,305 shares; 2025Q1: 3,370 shares; 2025Q2: 3,326 shares; 2025Q3: 2,624 shares; 2025Q4: 2,560 shares; 2026Q1: 2,811 shares 2,811 $325K <0.01% +251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 5,969 shares 5,969 $323K <0.01% +1,640 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,353 shares 1,353 $322K <0.01% +99 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,439 shares; 2025Q1: 1,320 shares; 2025Q2: 1,306 shares; 2025Q3: 1,223 shares; 2025Q4: 1,623 shares; 2026Q1: 2,033 shares 2,033 $320K <0.01% +410 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,801 shares; 2025Q4: 5,787 shares; 2026Q1: 5,391 shares 5,391 $319K <0.01% -396 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 7,970 shares; 2025Q1: 8,312 shares; 2025Q2: 8,192 shares; 2025Q3: 8,308 shares; 2025Q4: 7,655 shares; 2026Q1: 5,661 shares 5,661 $319K <0.01% -1,994 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: 3,612 shares; 2024Q4: 3,924 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,637 shares; 2025Q4: 3,915 shares; 2026Q1: 3,678 shares 3,678 $319K <0.01% -237 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 8,001 shares 8,001 $318K <0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 6,558 shares 6,558 $318K <0.01% -190 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 6,717 shares 6,717 $313K <0.01% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES 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: 11,703 shares; 2026Q1: 9,250 shares 9,250 $306K <0.01% -2,453 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,629 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $304K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,568 shares; 2025Q1: 3,659 shares; 2025Q2: 4,817 shares; 2025Q3: 3,510 shares; 2025Q4: 3,053 shares; 2026Q1: 3,120 shares 3,120 $303K <0.01% +67 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,417 shares; 2025Q1: 3,347 shares; 2025Q2: 3,892 shares; 2025Q3: 3,312 shares; 2025Q4: 3,862 shares; 2026Q1: 4,001 shares 4,001 $301K <0.01% +139 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,214 shares; 2026Q1: 1,124 shares 1,124 $299K <0.01% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,968 shares; 2026Q1: 5,823 shares 5,823 $295K <0.01% -7,145 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: 2,073 shares; 2024Q4: 2,671 shares; 2025Q1: 1,950 shares; 2025Q2: 2,200 shares; 2025Q3: 1,818 shares; 2025Q4: 1,871 shares; 2026Q1: 1,705 shares 1,705 $294K <0.01% -166 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 491 shares; 2025Q4: 711 shares; 2026Q1: 672 shares 672 $293K <0.01% -39 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: not reported; 2025Q4: not reported; 2026Q1: 11,828 shares 11,828 $292K <0.01% new 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: 660 shares; 2024Q4: 571 shares; 2025Q1: 614 shares; 2025Q2: 603 shares; 2025Q3: 599 shares; 2025Q4: 567 shares; 2026Q1: 481 shares 481 $291K <0.01% -86 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 4,685 shares 4,685 $290K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,819 shares; 2025Q4: 6,819 shares; 2026Q1: 7,194 shares 7,194 $290K <0.01% +375 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,789 shares; 2025Q3: 2,974 shares; 2025Q4: 1,941 shares; 2026Q1: 1,900 shares 1,900 $288K <0.01% -41 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,879 shares; 2025Q1: 1,850 shares; 2025Q2: 1,836 shares; 2025Q3: 1,827 shares; 2025Q4: 1,838 shares; 2026Q1: 2,001 shares 2,001 $287K <0.01% +163 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: 2,635 shares; 2024Q4: 2,401 shares; 2025Q1: 2,796 shares; 2025Q2: 2,782 shares; 2025Q3: 3,506 shares; 2025Q4: 3,709 shares; 2026Q1: 3,049 shares 3,049 $282K <0.01% -660 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,702 shares; 2025Q1: 3,618 shares; 2025Q2: 3,584 shares; 2025Q3: 4,151 shares; 2025Q4: 3,836 shares; 2026Q1: 4,656 shares 4,656 $281K <0.01% +820 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,233 shares; 2026Q1: 1,511 shares 1,511 $279K <0.01% +278 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS 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: 1,112 shares 1,112 $277K <0.01% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 3,078 shares; 2026Q1: 2,910 shares 2,910 $274K <0.01% -168 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,754 shares; 2025Q1: 2,833 shares; 2025Q2: 2,975 shares; 2025Q3: 2,814 shares; 2025Q4: 2,127 shares; 2026Q1: 2,724 shares 2,724 $266K <0.01% +597 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,001 shares; 2025Q1: 2,276 shares; 2025Q2: 1,742 shares; 2025Q3: 2,845 shares; 2025Q4: 2,456 shares; 2026Q1: 2,241 shares 2,241 $266K <0.01% -215 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,617 shares; 2025Q2: 2,207 shares; 2025Q3: 2,347 shares; 2025Q4: 1,807 shares; 2026Q1: 1,989 shares 1,989 $264K <0.01% +182 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 17,575 shares; 2025Q1: 17,664 shares; 2025Q2: 17,381 shares; 2025Q3: 17,514 shares; 2025Q4: 15,661 shares; 2026Q1: 1,252 shares 1,252 $262K <0.01% -14,409 Timeline