IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000,349 shares; 2024Q4: 5,497,557 shares; 2025Q1: 5,266,389 shares; 2025Q2: 5,592,724 shares; 2025Q3: 5,952,613 shares; 2025Q4: 6,121,155 shares; 2026Q1: 6,475,952 shares 6,475,952 $618M 7.07% +354,797 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: 3,618,186 shares; 2024Q4: 3,681,868 shares; 2025Q1: 3,782,324 shares; 2025Q2: 3,935,906 shares; 2025Q3: 3,958,928 shares; 2025Q4: 3,903,984 shares; 2026Q1: 3,872,493 shares 3,872,493 $552M 6.31% -31,491 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: 1,991,572 shares; 2024Q4: 2,200,958 shares; 2025Q1: 2,333,555 shares; 2025Q2: 2,660,950 shares; 2025Q3: 2,737,919 shares; 2025Q4: 2,701,754 shares; 2026Q1: 2,694,660 shares 2,694,660 $517M 5.92% -7,094 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038,593 shares; 2024Q4: 8,368,643 shares; 2025Q1: 8,003,625 shares; 2025Q2: 8,222,747 shares; 2025Q3: 7,993,987 shares; 2025Q4: 7,991,472 shares; 2026Q1: 7,820,150 shares 7,820,150 $491M 5.62% -171,322 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,292,484 shares; 2024Q4: 9,689,532 shares; 2025Q1: 9,889,011 shares; 2025Q2: 9,916,733 shares; 2025Q3: 10,293,782 shares; 2025Q4: 10,649,856 shares; 2026Q1: 10,926,590 shares 10,926,590 $474M 5.43% +276,734 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900,840 shares; 2024Q4: 7,241,406 shares; 2025Q1: 7,240,026 shares; 2025Q2: 6,996,027 shares; 2025Q3: 6,818,292 shares; 2025Q4: 6,330,540 shares; 2026Q1: 6,127,905 shares 6,127,905 $469M 5.37% -202,635 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,914,807 shares; 2024Q4: 4,654,639 shares; 2025Q1: 4,781,288 shares; 2025Q2: 4,856,346 shares; 2025Q3: 4,993,796 shares; 2025Q4: 4,438,008 shares; 2026Q1: 4,275,724 shares 4,275,724 $437M 5% -162,284 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851,320 shares; 2024Q4: 5,554,443 shares; 2025Q1: 5,701,984 shares; 2025Q2: 6,501,658 shares; 2025Q3: 7,048,173 shares; 2025Q4: 6,270,129 shares; 2026Q1: 7,236,263 shares 7,236,263 $431M 4.93% +966,134 Timeline VIDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,341,141 shares; 2024Q4: 11,066,166 shares; 2025Q1: 11,077,642 shares; 2025Q2: 10,885,007 shares; 2025Q3: 10,346,991 shares; 2025Q4: 10,084,705 shares; 2026Q1: 9,648,542 shares 9,648,542 $349M 3.99% -436,163 Timeline JMOM 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: 3,193,722 shares; 2024Q4: 3,988,291 shares; 2025Q1: 4,141,628 shares; 2025Q2: 4,298,078 shares; 2025Q3: 4,288,928 shares; 2025Q4: 4,683,934 shares; 2026Q1: 4,767,446 shares 4,767,446 $324M 3.71% +83,512 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143,390 shares; 2024Q4: 1,225,308 shares; 2025Q1: 1,202,019 shares; 2025Q2: 1,210,478 shares; 2025Q3: 1,133,565 shares; 2025Q4: 1,242,390 shares; 2026Q1: 1,274,963 shares 1,274,963 $306M 3.5% +32,573 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: 1,458,605 shares; 2024Q4: 1,933,528 shares; 2025Q1: 1,885,240 shares; 2025Q2: 1,975,369 shares; 2025Q3: 1,916,000 shares; 2025Q4: 1,870,642 shares; 2026Q1: 1,867,421 shares 1,867,421 $290M 3.32% -3,221 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,358,355 shares; 2024Q4: 4,987,079 shares; 2025Q1: 5,056,789 shares; 2025Q2: 4,628,637 shares; 2025Q3: 4,509,738 shares; 2025Q4: 3,744,138 shares; 2026Q1: 3,457,119 shares 3,457,119 $285M 3.26% -287,019 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159,379 shares; 2024Q4: 2,250,666 shares; 2025Q1: 2,256,473 shares; 2025Q2: 2,218,495 shares; 2025Q3: 2,334,436 shares; 2025Q4: 2,401,463 shares; 2026Q1: 2,450,953 shares 2,450,953 $243M 2.78% +49,490 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: 2,623,228 shares; 2024Q4: 1,977,542 shares; 2025Q1: 2,175,389 shares; 2025Q2: 2,144,773 shares; 2025Q3: 2,172,062 shares; 2025Q4: 2,596,496 shares; 2026Q1: 2,769,399 shares 2,769,399 $229M 2.62% +172,903 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: 368,205 shares; 2024Q4: 345,413 shares; 2025Q1: 315,877 shares; 2025Q2: 322,068 shares; 2025Q3: 320,877 shares; 2025Q4: 315,339 shares; 2026Q1: 305,843 shares 305,843 $183M 2.09% -9,496 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812,968 shares; 2024Q4: 2,545,118 shares; 2025Q1: 2,516,666 shares; 2025Q2: 2,629,013 shares; 2025Q3: 2,484,576 shares; 2025Q4: 2,464,405 shares; 2026Q1: 2,349,281 shares 2,349,281 $164M 1.88% -115,124 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593,161 shares; 2024Q4: 3,440,752 shares; 2025Q1: 2,032,023 shares; 2025Q2: 1,904,542 shares; 2025Q3: 1,925,396 shares; 2025Q4: 1,500,850 shares; 2026Q1: 1,736,049 shares 1,736,049 $102M 1.16% +235,199 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548,986 shares; 2024Q4: 1,622,890 shares; 2025Q1: 1,726,644 shares; 2025Q2: 1,858,230 shares; 2025Q3: 2,016,210 shares; 2025Q4: 1,945,049 shares; 2026Q1: 2,008,209 shares 2,008,209 $100M 1.14% +63,160 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,361 shares; 2024Q4: 1,251,908 shares; 2025Q1: 1,263,320 shares; 2025Q2: 1,243,071 shares; 2025Q3: 1,284,272 shares; 2025Q4: 1,305,073 shares; 2026Q1: 1,010,090 shares 1,010,090 $95.9M 1.1% -294,983 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240,209 shares; 2024Q4: 6,433,412 shares; 2025Q1: 6,953,859 shares; 2025Q2: 4,436,571 shares; 2025Q3: 3,732,791 shares; 2025Q4: 3,721,664 shares; 2026Q1: 3,668,817 shares 3,668,817 $88.5M 1.01% -52,847 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 40,987 shares; 2025Q1: 46,062 shares; 2025Q2: 1,385,449 shares; 2025Q3: 1,823,937 shares; 2025Q4: 1,750,234 shares; 2026Q1: 1,606,389 shares 1,606,389 $75M 0.86% -143,845 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: 59,147 shares; 2024Q4: 53,176 shares; 2025Q1: 51,017 shares; 2025Q2: 90,111 shares; 2025Q3: 89,627 shares; 2025Q4: 85,153 shares; 2026Q1: 78,101 shares 78,101 $71.8M 0.82% -7,052 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: 301,069 shares; 2024Q4: 966,554 shares; 2025Q1: 964,867 shares; 2025Q2: 947,254 shares; 2025Q3: 944,925 shares; 2025Q4: 938,887 shares; 2026Q1: 906,321 shares 906,321 $68.9M 0.79% -32,566 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: 398,772 shares; 2024Q4: 401,626 shares; 2025Q1: 410,848 shares; 2025Q2: 414,687 shares; 2025Q3: 424,853 shares; 2025Q4: 422,395 shares; 2026Q1: 433,494 shares 433,494 $60M 0.69% +11,099 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: 527,832 shares; 2024Q4: 524,826 shares; 2025Q1: 491,712 shares; 2025Q2: 317,263 shares; 2025Q3: 256,571 shares; 2025Q4: 236,617 shares; 2026Q1: 220,424 shares 220,424 $45.4M 0.52% -16,193 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,525 shares; 2024Q4: 166,555 shares; 2025Q1: 169,861 shares; 2025Q2: 176,304 shares; 2025Q3: 178,067 shares; 2025Q4: 173,464 shares; 2026Q1: 170,335 shares 170,335 $43.2M 0.49% -3,129 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: 118,233 shares; 2024Q4: 98,512 shares; 2025Q1: 103,856 shares; 2025Q2: 106,924 shares; 2025Q3: 106,367 shares; 2025Q4: 105,090 shares; 2026Q1: 114,793 shares 114,793 $42.5M 0.49% +9,703 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: 127,474 shares; 2024Q4: 104,933 shares; 2025Q1: 97,117 shares; 2025Q2: 58,561 shares; 2025Q3: 58,784 shares; 2025Q4: 57,016 shares; 2026Q1: 64,771 shares 64,771 $42.3M 0.48% +7,755 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 26,881 shares; 2025Q1: 28,781 shares; 2025Q2: 29,741 shares; 2025Q3: 29,153 shares; 2025Q4: 79,108 shares; 2026Q1: 88,880 shares 88,880 $42.2M 0.48% +9,772 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: 476,473 shares; 2024Q4: 470,926 shares; 2025Q1: 528,487 shares; 2025Q2: 505,641 shares; 2025Q3: 521,320 shares; 2025Q4: 521,089 shares; 2026Q1: 470,409 shares 470,409 $41.5M 0.47% -50,680 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,188 shares; 2024Q4: 1,280,939 shares; 2025Q1: 1,382,096 shares; 2025Q2: 1,460,232 shares; 2025Q3: 1,479,884 shares; 2025Q4: 1,551,549 shares; 2026Q1: 1,516,289 shares 1,516,289 $35.2M 0.4% -35,260 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: 232,150 shares; 2024Q4: 133,200 shares; 2025Q1: 135,988 shares; 2025Q2: 141,139 shares; 2025Q3: 151,860 shares; 2025Q4: 146,457 shares; 2026Q1: 186,451 shares 186,451 $32.5M 0.37% +39,994 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,402 shares; 2024Q4: 358,591 shares; 2025Q1: 393,936 shares; 2025Q2: 413,497 shares; 2025Q3: 377,273 shares; 2025Q4: 388,806 shares; 2026Q1: 297,233 shares 297,233 $23.3M 0.27% -91,573 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926,480 shares; 2024Q4: 886,414 shares; 2025Q1: 856,656 shares; 2025Q2: 764,470 shares; 2025Q3: 551,435 shares; 2025Q4: 488,091 shares; 2026Q1: 483,642 shares 483,642 $22.3M 0.26% -4,449 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 404,326 shares; 2025Q1: 404,066 shares; 2025Q2: 422,046 shares; 2025Q3: 422,090 shares; 2025Q4: 381,140 shares; 2026Q1: 315,704 shares 315,704 $21.2M 0.24% -65,436 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: 71,958 shares; 2024Q4: 67,715 shares; 2025Q1: 92,953 shares; 2025Q2: 99,934 shares; 2025Q3: 88,677 shares; 2025Q4: 109,641 shares; 2026Q1: 97,730 shares 97,730 $20.6M 0.24% -11,911 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: 19,336 shares; 2024Q4: 187,997 shares; 2025Q1: 200,208 shares; 2025Q2: 217,299 shares; 2025Q3: 205,962 shares; 2025Q4: 197,875 shares; 2026Q1: 179,761 shares 179,761 $19.7M 0.23% -18,114 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,950 shares; 2024Q4: 545,102 shares; 2025Q1: 502,666 shares; 2025Q2: 445,815 shares; 2025Q3: 428,507 shares; 2025Q4: 413,380 shares; 2026Q1: 398,850 shares 398,850 $17.8M 0.2% -14,530 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: 61,900 shares; 2024Q4: 42,446 shares; 2025Q1: 44,461 shares; 2025Q2: 41,658 shares; 2025Q3: 42,362 shares; 2025Q4: 42,286 shares; 2026Q1: 61,638 shares 61,638 $17.7M 0.2% +19,352 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: 18,083 shares; 2024Q4: 15,786 shares; 2025Q1: 24,360 shares; 2025Q2: 23,774 shares; 2025Q3: 23,467 shares; 2025Q4: 25,869 shares; 2026Q1: 24,885 shares 24,885 $17.6M 0.2% -984 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: 277,293 shares; 2024Q4: 219,805 shares; 2025Q1: 219,371 shares; 2025Q2: 189,777 shares; 2025Q3: 152,562 shares; 2025Q4: 144,409 shares; 2026Q1: 148,261 shares 148,261 $16.8M 0.19% +3,852 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: 85,381 shares; 2024Q4: 89,060 shares; 2025Q1: 119,723 shares; 2025Q2: 130,700 shares; 2025Q3: 140,167 shares; 2025Q4: 278,478 shares; 2026Q1: 273,329 shares 273,329 $16.7M 0.19% -5,149 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: 122,416 shares; 2024Q4: 111,081 shares; 2025Q1: 105,636 shares; 2025Q2: 105,324 shares; 2025Q3: 99,686 shares; 2025Q4: 96,170 shares; 2026Q1: 97,233 shares 97,233 $16.5M 0.19% +1,063 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: 411,560 shares; 2024Q4: 367,097 shares; 2025Q1: 369,582 shares; 2025Q2: 356,103 shares; 2025Q3: 353,927 shares; 2025Q4: 325,780 shares; 2026Q1: 269,819 shares 269,819 $15.7M 0.18% -55,961 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: 85,713 shares; 2024Q4: 64,702 shares; 2025Q1: 70,596 shares; 2025Q2: 75,360 shares; 2025Q3: 71,833 shares; 2025Q4: 71,113 shares; 2026Q1: 73,933 shares 73,933 $15.4M 0.18% +2,820 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: 49,034 shares; 2024Q4: 63,213 shares; 2025Q1: 65,875 shares; 2025Q2: 66,941 shares; 2025Q3: 66,979 shares; 2025Q4: 66,358 shares; 2026Q1: 62,568 shares 62,568 $15.3M 0.18% -3,790 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: 61,608 shares; 2024Q4: 37,338 shares; 2025Q1: 43,075 shares; 2025Q2: 45,870 shares; 2025Q3: 47,754 shares; 2025Q4: 43,168 shares; 2026Q1: 41,150 shares 41,150 $13.9M 0.16% -2,018 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: 33,321 shares; 2024Q4: 25,019 shares; 2025Q1: 24,940 shares; 2025Q2: 23,782 shares; 2025Q3: 30,280 shares; 2025Q4: 29,785 shares; 2026Q1: 28,984 shares 28,984 $13.9M 0.16% -801 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: 122,026 shares; 2024Q4: 312,128 shares; 2025Q1: 233,917 shares; 2025Q2: 336,100 shares; 2025Q3: 235,179 shares; 2025Q4: 189,143 shares; 2026Q1: 176,447 shares 176,447 $13.1M 0.15% -12,696 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: 22,856 shares; 2024Q4: 27,214 shares; 2025Q1: 28,730 shares; 2025Q2: 27,666 shares; 2025Q3: 28,503 shares; 2025Q4: 27,940 shares; 2026Q1: 29,138 shares 29,138 $12.5M 0.14% +1,198 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: 51,818 shares; 2024Q4: 44,648 shares; 2025Q1: 47,291 shares; 2025Q2: 47,654 shares; 2025Q3: 48,519 shares; 2025Q4: 46,512 shares; 2026Q1: 41,549 shares 41,549 $12.2M 0.14% -4,963 Timeline VPL 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: 166,400 shares; 2024Q4: 157,838 shares; 2025Q1: 147,565 shares; 2025Q2: 145,291 shares; 2025Q3: 138,478 shares; 2025Q4: 130,907 shares; 2026Q1: 124,982 shares 124,982 $12.2M 0.14% -5,925 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: 27,098 shares; 2024Q4: 24,373 shares; 2025Q1: 22,980 shares; 2025Q2: 25,252 shares; 2025Q3: 24,422 shares; 2025Q4: 28,355 shares; 2026Q1: 27,515 shares 27,515 $11.7M 0.13% -840 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: 6,405 shares; 2024Q4: 29,491 shares; 2025Q1: 37,241 shares; 2025Q2: 37,479 shares; 2025Q3: 37,281 shares; 2025Q4: 37,798 shares; 2026Q1: 36,334 shares 36,334 $11.2M 0.13% -1,464 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: 28,280 shares; 2024Q4: 28,372 shares; 2025Q1: 28,975 shares; 2025Q2: 27,933 shares; 2025Q3: 33,672 shares; 2025Q4: 35,374 shares; 2026Q1: 37,561 shares 37,561 $10.8M 0.12% +2,187 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: 49,732 shares; 2024Q4: 48,804 shares; 2025Q1: 44,936 shares; 2025Q2: 47,054 shares; 2025Q3: 49,304 shares; 2025Q4: 56,653 shares; 2026Q1: 48,833 shares 48,833 $10.4M 0.12% -7,820 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 332,261 shares 332,261 $10.3M 0.12% new 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: 76,118 shares; 2024Q4: 73,640 shares; 2025Q1: 75,908 shares; 2025Q2: 75,626 shares; 2025Q3: 73,988 shares; 2025Q4: 69,850 shares; 2026Q1: 69,152 shares 69,152 $9.99M 0.11% -698 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: 40,700 shares; 2024Q4: 39,095 shares; 2025Q1: 33,828 shares; 2025Q2: 29,678 shares; 2025Q3: 26,384 shares; 2025Q4: 23,721 shares; 2026Q1: 19,161 shares 19,161 $9.07M 0.1% -4,560 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: 14,162 shares; 2024Q4: 23,360 shares; 2025Q1: 24,272 shares; 2025Q2: 24,906 shares; 2025Q3: 25,477 shares; 2025Q4: 26,443 shares; 2026Q1: 27,615 shares 27,615 $8.86M 0.1% +1,172 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: 39,212 shares; 2024Q4: 48,171 shares; 2025Q1: 47,603 shares; 2025Q2: 46,013 shares; 2025Q3: 46,499 shares; 2025Q4: 45,482 shares; 2026Q1: 40,619 shares 40,619 $8.83M 0.1% -4,863 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: 30,263 shares; 2024Q4: 26,726 shares; 2025Q1: 27,376 shares; 2025Q2: 27,840 shares; 2025Q3: 28,099 shares; 2025Q4: 27,488 shares; 2026Q1: 26,603 shares 26,603 $8.75M 0.1% -885 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: 19,529 shares; 2024Q4: 16,467 shares; 2025Q1: 16,034 shares; 2025Q2: 15,233 shares; 2025Q3: 15,124 shares; 2025Q4: 15,159 shares; 2026Q1: 12,990 shares 12,990 $8.45M 0.1% -2,169 Timeline VOOV 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: 23,120 shares; 2024Q4: 66,973 shares; 2025Q1: 58,729 shares; 2025Q2: 59,323 shares; 2025Q3: 49,685 shares; 2025Q4: 42,815 shares; 2026Q1: 41,394 shares 41,394 $8.44M 0.1% -1,421 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: 50,812 shares; 2024Q4: 94,995 shares; 2025Q1: 91,633 shares; 2025Q2: 92,536 shares; 2025Q3: 89,534 shares; 2025Q4: 87,568 shares; 2026Q1: 87,366 shares 87,366 $8.43M 0.1% -202 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: 23,650 shares; 2024Q4: 12,457 shares; 2025Q1: 12,575 shares; 2025Q2: 14,318 shares; 2025Q3: 14,454 shares; 2025Q4: 14,712 shares; 2026Q1: 14,245 shares 14,245 $8.15M 0.09% -467 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: 4,377 shares; 2024Q4: 2,099 shares; 2025Q1: 71,778 shares; 2025Q2: 95,383 shares; 2025Q3: 92,023 shares; 2025Q4: 81,351 shares; 2026Q1: 80,235 shares 80,235 $8.08M 0.09% -1,116 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: 81,690 shares; 2024Q4: 66,521 shares; 2025Q1: 68,749 shares; 2025Q2: 69,653 shares; 2025Q3: 72,961 shares; 2025Q4: 72,547 shares; 2026Q1: 64,773 shares 64,773 $8.05M 0.09% -7,774 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,445 shares; 2024Q4: 167,744 shares; 2025Q1: 86,914 shares; 2025Q2: 79,403 shares; 2025Q3: 13,437 shares; 2025Q4: 6,947 shares; 2026Q1: 70,703 shares 70,703 $7.87M 0.09% +63,756 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: 41,714 shares; 2024Q4: 40,351 shares; 2025Q1: 42,842 shares; 2025Q2: 43,791 shares; 2025Q3: 42,633 shares; 2025Q4: 40,962 shares; 2026Q1: 37,343 shares 37,343 $7.73M 0.09% -3,619 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: 36,406 shares; 2024Q4: 36,434 shares; 2025Q1: 40,195 shares; 2025Q2: 43,704 shares; 2025Q3: 44,694 shares; 2025Q4: 43,774 shares; 2026Q1: 39,287 shares 39,287 $7.71M 0.09% -4,487 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,850 shares; 2025Q3: 232,208 shares; 2025Q4: 225,884 shares; 2026Q1: 227,582 shares 227,582 $7.5M 0.09% +1,698 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 231,046 shares; 2025Q1: 250,906 shares; 2025Q2: 255,394 shares; 2025Q3: 273,514 shares; 2025Q4: 293,685 shares; 2026Q1: 303,239 shares 303,239 $7.37M 0.08% +9,554 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,559 shares; 2024Q4: 219,945 shares; 2025Q1: 200,563 shares; 2025Q2: 92,349 shares; 2025Q3: 108,098 shares; 2025Q4: 109,317 shares; 2026Q1: 91,786 shares 91,786 $7.22M 0.08% -17,531 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,923 shares; 2025Q3: 201,737 shares; 2025Q4: 188,483 shares; 2026Q1: 194,465 shares 194,465 $7.04M 0.08% +5,982 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: 6,759 shares; 2024Q4: 6,893 shares; 2025Q1: 6,997 shares; 2025Q2: 7,015 shares; 2025Q3: 7,302 shares; 2025Q4: 7,287 shares; 2026Q1: 7,059 shares 7,059 $7.03M 0.08% -228 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,309 shares; 2024Q4: 119,068 shares; 2025Q1: 116,940 shares; 2025Q2: 108,700 shares; 2025Q3: 102,733 shares; 2025Q4: 99,551 shares; 2026Q1: 97,375 shares 97,375 $6.67M 0.08% -2,176 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: 9,471 shares; 2024Q4: 13,904 shares; 2025Q1: 14,340 shares; 2025Q2: 32,092 shares; 2025Q3: 32,184 shares; 2025Q4: 31,533 shares; 2026Q1: 28,887 shares 28,887 $6.53M 0.07% -2,646 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,336 shares; 2024Q4: 73,451 shares; 2025Q1: 72,426 shares; 2025Q2: 71,779 shares; 2025Q3: 60,867 shares; 2025Q4: 61,805 shares; 2026Q1: 279,187 shares 279,187 $6.4M 0.07% +217,382 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: 2,368 shares; 2024Q4: 1,598 shares; 2025Q1: 1,758 shares; 2025Q2: 1,791 shares; 2025Q3: 1,724 shares; 2025Q4: 1,665 shares; 2026Q1: 19,919 shares 19,919 $6.38M 0.07% +18,254 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: 13,014 shares; 2024Q4: 10,669 shares; 2025Q1: 10,969 shares; 2025Q2: 10,600 shares; 2025Q3: 10,726 shares; 2025Q4: 10,728 shares; 2026Q1: 10,479 shares 10,479 $6.05M 0.07% -249 Timeline JQUA 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: 44,765 shares; 2024Q4: 104,532 shares; 2025Q1: 95,551 shares; 2025Q2: 97,370 shares; 2025Q3: 96,425 shares; 2025Q4: 87,253 shares; 2026Q1: 97,962 shares 97,962 $6.01M 0.07% +10,709 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: 9,385 shares; 2024Q4: 6,771 shares; 2025Q1: 8,302 shares; 2025Q2: 45,413 shares; 2025Q3: 45,945 shares; 2025Q4: 44,087 shares; 2026Q1: 43,964 shares 43,964 $5.96M 0.07% -123 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: 33,675 shares; 2024Q4: 48,339 shares; 2025Q1: 51,935 shares; 2025Q2: 52,663 shares; 2025Q3: 49,952 shares; 2025Q4: 48,619 shares; 2026Q1: 48,939 shares 48,939 $5.89M 0.07% +320 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,900 shares; 2024Q4: 150,136 shares; 2025Q1: 154,020 shares; 2025Q2: 157,093 shares; 2025Q3: 153,600 shares; 2025Q4: 154,185 shares; 2026Q1: 163,877 shares 163,877 $5.85M 0.07% +9,692 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: 71,023 shares; 2024Q4: 69,209 shares; 2025Q1: 68,631 shares; 2025Q2: 70,046 shares; 2025Q3: 69,919 shares; 2025Q4: 60,340 shares; 2026Q1: 60,340 shares 60,340 $5.63M 0.06% 0 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: 35,602 shares; 2024Q4: 42,692 shares; 2025Q1: 41,892 shares; 2025Q2: 43,220 shares; 2025Q3: 43,298 shares; 2025Q4: 41,172 shares; 2026Q1: 35,956 shares 35,956 $5.58M 0.06% -5,216 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 64,784 shares 64,784 $5.58M 0.06% new Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,082 shares; 2024Q4: 147,082 shares; 2025Q1: 147,082 shares; 2025Q2: 147,082 shares; 2025Q3: 147,082 shares; 2025Q4: 147,082 shares; 2026Q1: 147,082 shares 147,082 $5.56M 0.06% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,201 shares; 2024Q4: 90,699 shares; 2025Q1: 89,420 shares; 2025Q2: 94,773 shares; 2025Q3: 93,384 shares; 2025Q4: 98,261 shares; 2026Q1: 98,161 shares 98,161 $5.43M 0.06% -100 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,673 shares; 2024Q4: 58,702 shares; 2025Q1: 57,307 shares; 2025Q2: 41,743 shares; 2025Q3: 71,248 shares; 2025Q4: 81,955 shares; 2026Q1: 71,413 shares 71,413 $5.26M 0.06% -10,542 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: 26,404 shares; 2024Q4: 16,365 shares; 2025Q1: 11,939 shares; 2025Q2: 12,746 shares; 2025Q3: 14,540 shares; 2025Q4: 14,374 shares; 2026Q1: 14,135 shares 14,135 $5.25M 0.06% -239 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: 7,362 shares; 2024Q4: 5,548 shares; 2025Q1: 5,575 shares; 2025Q2: 5,619 shares; 2025Q3: 5,858 shares; 2025Q4: 5,213 shares; 2026Q1: 5,932 shares 5,932 $5.13M 0.06% +719 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: 34,624 shares; 2024Q4: 38,283 shares; 2025Q1: 43,020 shares; 2025Q2: 38,457 shares; 2025Q3: 39,585 shares; 2025Q4: 99,122 shares; 2026Q1: 111,165 shares 111,165 $5.11M 0.06% +12,043 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: 16,887 shares; 2024Q4: 31,713 shares; 2025Q1: 14,562 shares; 2025Q2: 29,778 shares; 2025Q3: 28,629 shares; 2025Q4: 63,327 shares; 2026Q1: 55,837 shares 55,837 $5.05M 0.06% -7,490 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: 18,289 shares; 2024Q4: 20,962 shares; 2025Q1: 22,597 shares; 2025Q2: 21,671 shares; 2025Q3: 22,027 shares; 2025Q4: 21,064 shares; 2026Q1: 20,636 shares 20,636 $5M 0.06% -428 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 9,934 shares; 2025Q1: 8,882 shares; 2025Q2: 8,353 shares; 2025Q3: 8,337 shares; 2025Q4: 8,233 shares; 2026Q1: 8,158 shares 8,158 $4.93M 0.06% -75 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,835 shares 148,835 $4.87M 0.06% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,860 shares 116,860 $4.8M 0.05% new 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: 9,499 shares; 2024Q4: 9,409 shares; 2025Q1: 10,067 shares; 2025Q2: 10,670 shares; 2025Q3: 10,447 shares; 2025Q4: 9,734 shares; 2026Q1: 10,880 shares 10,880 $4.75M 0.05% +1,146 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: 32,523 shares; 2024Q4: 31,668 shares; 2025Q1: 32,769 shares; 2025Q2: 33,521 shares; 2025Q3: 34,008 shares; 2025Q4: 34,339 shares; 2026Q1: 32,227 shares 32,227 $4.68M 0.05% -2,112 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 201 shares; 2025Q1: 458 shares; 2025Q2: 116,803 shares; 2025Q3: 102,188 shares; 2025Q4: 92,250 shares; 2026Q1: 93,249 shares 93,249 $4.67M 0.05% +999 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289,504 shares; 2024Q4: 1,292,083 shares; 2025Q1: 802,951 shares; 2025Q2: 450,721 shares; 2025Q3: 288,582 shares; 2025Q4: 203,662 shares; 2026Q1: 153,441 shares 153,441 $4.62M 0.05% -50,221 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,605 shares; 2024Q4: 3,320 shares; 2025Q1: 30,832 shares; 2025Q2: 35,872 shares; 2025Q3: 38,762 shares; 2025Q4: 40,611 shares; 2026Q1: 43,180 shares 43,180 $4.58M 0.05% +2,569 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,057 shares; 2024Q4: 65,119 shares; 2025Q1: 60,534 shares; 2025Q2: 60,966 shares; 2025Q3: 60,338 shares; 2025Q4: 61,305 shares; 2026Q1: 57,070 shares 57,070 $4.52M 0.05% -4,235 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: 20,864 shares; 2024Q4: 33,877 shares; 2025Q1: 34,786 shares; 2025Q2: 35,971 shares; 2025Q3: 36,801 shares; 2025Q4: 36,525 shares; 2026Q1: 34,265 shares 34,265 $4.49M 0.05% -2,260 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: 27,004 shares; 2024Q4: 23,756 shares; 2025Q1: 24,315 shares; 2025Q2: 27,526 shares; 2025Q3: 28,020 shares; 2025Q4: 26,718 shares; 2026Q1: 26,768 shares 26,768 $4.43M 0.05% +50 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 22,246 shares; 2025Q1: 23,355 shares; 2025Q2: 81,041 shares; 2025Q3: 129,531 shares; 2025Q4: 163,403 shares; 2026Q1: 196,708 shares 196,708 $4.42M 0.05% +33,305 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: 55,092 shares; 2024Q4: 58,936 shares; 2025Q1: 58,264 shares; 2025Q2: 55,829 shares; 2025Q3: 69,760 shares; 2025Q4: 70,854 shares; 2026Q1: 82,516 shares 82,516 $4.39M 0.05% +11,662 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.05% 0 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: 14,154 shares; 2024Q4: 10,544 shares; 2025Q1: 9,642 shares; 2025Q2: 10,580 shares; 2025Q3: 10,633 shares; 2025Q4: 9,915 shares; 2026Q1: 12,716 shares 12,716 $4.3M 0.05% +2,801 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: 19,894 shares; 2024Q4: 92,761 shares; 2025Q1: 91,973 shares; 2025Q2: 126,523 shares; 2025Q3: 121,330 shares; 2025Q4: 121,084 shares; 2026Q1: 115,104 shares 115,104 $4.28M 0.05% -5,980 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,150 shares; 2024Q4: 98,964 shares; 2025Q1: 105,403 shares; 2025Q2: 109,057 shares; 2025Q3: 112,414 shares; 2025Q4: 111,801 shares; 2026Q1: 115,577 shares 115,577 $4.25M 0.05% +3,776 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: 13,739 shares; 2024Q4: 5,609 shares; 2025Q1: 6,304 shares; 2025Q2: 6,692 shares; 2025Q3: 8,030 shares; 2025Q4: 11,534 shares; 2026Q1: 12,262 shares 12,262 $4.19M 0.05% +728 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: 18,558 shares; 2024Q4: 13,674 shares; 2025Q1: 15,449 shares; 2025Q2: 16,711 shares; 2025Q3: 16,671 shares; 2025Q4: 15,678 shares; 2026Q1: 13,061 shares 13,061 $4.06M 0.05% -2,617 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: 14,951 shares; 2025Q1: 19,557 shares; 2025Q2: 24,507 shares; 2025Q3: 17,818 shares; 2025Q4: 17,556 shares; 2026Q1: 18,838 shares 18,838 $4.02M 0.05% +1,282 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,162 shares; 2024Q4: 83,917 shares; 2025Q1: 82,122 shares; 2025Q2: 90,039 shares; 2025Q3: 90,184 shares; 2025Q4: 96,435 shares; 2026Q1: 113,668 shares 113,668 $3.98M 0.05% +17,233 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,169 shares; 2024Q4: 33,357 shares; 2025Q1: 39,748 shares; 2025Q2: 40,025 shares; 2025Q3: 40,251 shares; 2025Q4: 38,993 shares; 2026Q1: 50,827 shares 50,827 $3.94M 0.05% +11,834 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: 27,189 shares; 2024Q4: 27,413 shares; 2025Q1: 29,741 shares; 2025Q2: 29,875 shares; 2025Q3: 30,412 shares; 2025Q4: 30,497 shares; 2026Q1: 26,277 shares 26,277 $3.87M 0.04% -4,220 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,972 shares; 2024Q4: 131,609 shares; 2025Q1: 129,777 shares; 2025Q2: 127,254 shares; 2025Q3: 108,711 shares; 2025Q4: 98,301 shares; 2026Q1: 74,417 shares 74,417 $3.86M 0.04% -23,884 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: 33,928 shares; 2024Q4: 16,454 shares; 2025Q1: 17,319 shares; 2025Q2: 18,812 shares; 2025Q3: 20,696 shares; 2025Q4: 21,726 shares; 2026Q1: 25,730 shares 25,730 $3.76M 0.04% +4,004 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,125 shares; 2024Q4: 54,245 shares; 2025Q1: 59,381 shares; 2025Q2: 59,099 shares; 2025Q3: 59,971 shares; 2025Q4: 61,998 shares; 2026Q1: 54,856 shares 54,856 $3.74M 0.04% -7,142 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,952 shares; 2024Q4: 109,604 shares; 2025Q1: 103,694 shares; 2025Q2: 106,812 shares; 2025Q3: 104,821 shares; 2025Q4: 107,891 shares; 2026Q1: 110,218 shares 110,218 $3.73M 0.04% +2,327 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: 21,028 shares; 2024Q4: 23,913 shares; 2025Q1: 24,876 shares; 2025Q2: 23,734 shares; 2025Q3: 24,384 shares; 2025Q4: 21,370 shares; 2026Q1: 19,183 shares 19,183 $3.7M 0.04% -2,187 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 12,477 shares; 2025Q1: 13,399 shares; 2025Q2: 13,384 shares; 2025Q3: 13,406 shares; 2025Q4: 13,378 shares; 2026Q1: 13,925 shares 13,925 $3.69M 0.04% +547 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: 25,917 shares; 2024Q4: 23,492 shares; 2025Q1: 22,026 shares; 2025Q2: 21,396 shares; 2025Q3: 21,417 shares; 2025Q4: 20,135 shares; 2026Q1: 18,562 shares 18,562 $3.68M 0.04% -1,573 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: 22,064 shares; 2024Q4: 10,995 shares; 2025Q1: 13,882 shares; 2025Q2: 14,248 shares; 2025Q3: 13,207 shares; 2025Q4: 13,007 shares; 2026Q1: 12,155 shares 12,155 $3.67M 0.04% -852 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,831 shares; 2024Q4: 68,339 shares; 2025Q1: 85,889 shares; 2025Q2: 97,295 shares; 2025Q3: 99,958 shares; 2025Q4: 104,675 shares; 2026Q1: 113,188 shares 113,188 $3.65M 0.04% +8,513 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,320 shares; 2024Q4: 51,096 shares; 2025Q1: 49,587 shares; 2025Q2: 47,883 shares; 2025Q3: 49,245 shares; 2025Q4: 49,975 shares; 2026Q1: 50,854 shares 50,854 $3.62M 0.04% +879 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: 13,643 shares; 2024Q4: 11,465 shares; 2025Q1: 12,077 shares; 2025Q2: 10,943 shares; 2025Q3: 11,263 shares; 2025Q4: 10,674 shares; 2026Q1: 12,081 shares 12,081 $3.43M 0.04% +1,407 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: 131,769 shares; 2024Q4: 61,326 shares; 2025Q1: 69,019 shares; 2025Q2: 76,632 shares; 2025Q3: 75,424 shares; 2025Q4: 71,877 shares; 2026Q1: 68,279 shares 68,279 $3.33M 0.04% -3,598 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 10,882 shares; 2025Q1: 11,802 shares; 2025Q2: 16,432 shares; 2025Q3: 16,818 shares; 2025Q4: 16,795 shares; 2026Q1: 16,930 shares 16,930 $3.32M 0.04% +135 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514,863 shares; 2024Q4: 165,117 shares; 2025Q1: 108,742 shares; 2025Q2: 89,273 shares; 2025Q3: 76,041 shares; 2025Q4: 56,923 shares; 2026Q1: 48,903 shares 48,903 $3.31M 0.04% -8,020 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,634 shares; 2024Q4: 25,429 shares; 2025Q1: 25,429 shares; 2025Q2: 52,447 shares; 2025Q3: 45,697 shares; 2025Q4: 45,697 shares; 2026Q1: 44,526 shares 44,526 $3.24M 0.04% -1,171 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: 53,559 shares; 2024Q4: 125,023 shares; 2025Q1: 114,803 shares; 2025Q2: 118,351 shares; 2025Q3: 120,112 shares; 2025Q4: 117,284 shares; 2026Q1: 115,356 shares 115,356 $3.24M 0.04% -1,928 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,511 shares; 2024Q4: 100,548 shares; 2025Q1: 99,297 shares; 2025Q2: 106,246 shares; 2025Q3: 87,269 shares; 2025Q4: 73,860 shares; 2026Q1: 68,140 shares 68,140 $3.2M 0.04% -5,720 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: 5,330 shares; 2024Q4: 1,760 shares; 2025Q1: 1,954 shares; 2025Q2: 2,131 shares; 2025Q3: 2,745 shares; 2025Q4: 30,175 shares; 2026Q1: 32,363 shares 32,363 $3.11M 0.04% +2,188 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: 36,874 shares; 2024Q4: 37,433 shares; 2025Q1: 41,951 shares; 2025Q2: 41,952 shares; 2025Q3: 43,621 shares; 2025Q4: 38,147 shares; 2026Q1: 33,333 shares 33,333 $3.1M 0.04% -4,814 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: 79,703 shares; 2024Q4: 88,198 shares; 2025Q1: 92,507 shares; 2025Q2: 91,168 shares; 2025Q3: 92,199 shares; 2025Q4: 94,523 shares; 2026Q1: 81,706 shares 81,706 $3.09M 0.04% -12,817 Timeline AIQ 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: 48,144 shares; 2024Q4: 52,809 shares; 2025Q1: 48,391 shares; 2025Q2: 47,569 shares; 2025Q3: 62,541 shares; 2025Q4: 63,537 shares; 2026Q1: 65,800 shares 65,800 $3.07M 0.04% +2,263 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: 25,625 shares; 2024Q4: 23,201 shares; 2025Q1: 23,187 shares; 2025Q2: 23,178 shares; 2025Q3: 23,019 shares; 2025Q4: 22,818 shares; 2026Q1: 21,616 shares 21,616 $3.06M 0.03% -1,202 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,344 shares; 2025Q3: 52,527 shares; 2025Q4: 126,897 shares; 2026Q1: 234,783 shares 234,783 $2.91M 0.03% +107,886 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: 8,643 shares; 2024Q4: 6,925 shares; 2025Q1: 7,275 shares; 2025Q2: 8,159 shares; 2025Q3: 8,174 shares; 2025Q4: 7,373 shares; 2026Q1: 5,860 shares 5,860 $2.91M 0.03% -1,513 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: 3,006 shares; 2024Q4: 3,478 shares; 2025Q1: 3,680 shares; 2025Q2: 3,131 shares; 2025Q3: 3,158 shares; 2025Q4: 3,379 shares; 2026Q1: 3,396 shares 3,396 $2.87M 0.03% +17 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,721 shares; 2024Q4: 55,033 shares; 2025Q1: 55,993 shares; 2025Q2: 54,358 shares; 2025Q3: 54,855 shares; 2025Q4: 53,630 shares; 2026Q1: 50,559 shares 50,559 $2.87M 0.03% -3,071 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: 38,695 shares; 2024Q4: 34,756 shares; 2025Q1: 33,256 shares; 2025Q2: 33,492 shares; 2025Q3: 33,866 shares; 2025Q4: 32,503 shares; 2026Q1: 27,589 shares 27,589 $2.83M 0.03% -4,914 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: 12,800 shares; 2024Q4: 10,032 shares; 2025Q1: 10,415 shares; 2025Q2: 12,504 shares; 2025Q3: 13,069 shares; 2025Q4: 11,054 shares; 2026Q1: 7,828 shares 7,828 $2.8M 0.03% -3,226 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: 19,095 shares; 2024Q4: 19,175 shares; 2025Q1: 20,478 shares; 2025Q2: 20,754 shares; 2025Q3: 21,242 shares; 2025Q4: 21,052 shares; 2026Q1: 21,144 shares 21,144 $2.79M 0.03% +92 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: 14,103 shares 14,103 $2.78M 0.03% new 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: 2,578 shares; 2024Q4: 956 shares; 2025Q1: 1,152 shares; 2025Q2: 1,199 shares; 2025Q3: 1,191 shares; 2025Q4: 1,236 shares; 2026Q1: 2,073 shares 2,073 $2.74M 0.03% +837 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,351 shares; 2024Q4: 70,399 shares; 2025Q1: 59,695 shares; 2025Q2: 65,000 shares; 2025Q3: 66,421 shares; 2025Q4: 72,478 shares; 2026Q1: 80,417 shares 80,417 $2.71M 0.03% +7,939 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: 10,851 shares; 2024Q4: 5,744 shares; 2025Q1: 6,736 shares; 2025Q2: 7,029 shares; 2025Q3: 7,037 shares; 2025Q4: 6,936 shares; 2026Q1: 5,385 shares 5,385 $2.69M 0.03% -1,551 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,443 shares; 2025Q4: 72,955 shares; 2026Q1: 54,031 shares 54,031 $2.67M 0.03% -18,924 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,591 shares; 2024Q4: 63,610 shares; 2025Q1: 56,384 shares; 2025Q2: 59,143 shares; 2025Q3: 58,543 shares; 2025Q4: 60,726 shares; 2026Q1: 67,454 shares 67,454 $2.66M 0.03% +6,728 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: 17,626 shares; 2024Q4: 15,216 shares; 2025Q1: 16,310 shares; 2025Q2: 17,863 shares; 2025Q3: 16,607 shares; 2025Q4: 14,464 shares; 2026Q1: 13,498 shares 13,498 $2.62M 0.03% -966 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,571 shares; 2024Q4: 36,606 shares; 2025Q1: 51,037 shares; 2025Q2: 47,379 shares; 2025Q3: 48,633 shares; 2025Q4: 48,975 shares; 2026Q1: 49,621 shares 49,621 $2.61M 0.03% +646 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,025 shares; 2025Q1: 2,117 shares; 2025Q2: 2,193 shares; 2025Q3: 2,461 shares; 2025Q4: 2,778 shares; 2026Q1: 2,923 shares 2,923 $2.55M 0.03% +145 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: 15,134 shares; 2024Q4: 14,972 shares; 2025Q1: 14,974 shares; 2025Q2: 15,110 shares; 2025Q3: 15,181 shares; 2025Q4: 14,332 shares; 2026Q1: 15,396 shares 15,396 $2.53M 0.03% +1,064 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,961 shares; 2024Q4: 48,186 shares; 2025Q1: 55,561 shares; 2025Q2: 72,736 shares; 2025Q3: 80,935 shares; 2025Q4: 86,809 shares; 2026Q1: 94,136 shares 94,136 $2.52M 0.03% +7,327 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: 2,703 shares; 2024Q4: 3,188 shares; 2025Q1: 3,006 shares; 2025Q2: 4,209 shares; 2025Q3: 8,117 shares; 2025Q4: 8,348 shares; 2026Q1: 8,729 shares 8,729 $2.51M 0.03% +381 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: 19,636 shares; 2024Q4: 37,752 shares; 2025Q1: 20,924 shares; 2025Q2: 18,514 shares; 2025Q3: 38,068 shares; 2025Q4: 44,323 shares; 2026Q1: 38,724 shares 38,724 $2.48M 0.03% -5,599 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: 7,032 shares; 2024Q4: 5,313 shares; 2025Q1: 5,944 shares; 2025Q2: 6,926 shares; 2025Q3: 9,036 shares; 2025Q4: 9,699 shares; 2026Q1: 9,463 shares 9,463 $2.48M 0.03% -236 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: 59,554 shares; 2024Q4: 49,914 shares; 2025Q1: 37,448 shares; 2025Q2: 36,741 shares; 2025Q3: 46,443 shares; 2025Q4: 47,972 shares; 2026Q1: 45,855 shares 45,855 $2.48M 0.03% -2,117 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: 83,736 shares; 2024Q4: 99,506 shares; 2025Q1: 96,241 shares; 2025Q2: 92,940 shares; 2025Q3: 91,765 shares; 2025Q4: 89,586 shares; 2026Q1: 85,314 shares 85,314 $2.47M 0.03% -4,272 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: 3,733 shares; 2024Q4: 4,467 shares; 2025Q1: 4,862 shares; 2025Q2: 5,230 shares; 2025Q3: 4,730 shares; 2025Q4: 5,144 shares; 2026Q1: 5,303 shares 5,303 $2.44M 0.03% +159 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: 31,015 shares; 2024Q4: 19,448 shares; 2025Q1: 21,504 shares; 2025Q2: 21,681 shares; 2025Q3: 22,577 shares; 2025Q4: 22,838 shares; 2026Q1: 26,082 shares 26,082 $2.43M 0.03% +3,244 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: 20,081 shares; 2024Q4: 16,800 shares; 2025Q1: 17,690 shares; 2025Q2: 17,694 shares; 2025Q3: 17,364 shares; 2025Q4: 16,221 shares; 2026Q1: 13,875 shares 13,875 $2.41M 0.03% -2,346 Timeline ANGL 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: 78,766 shares; 2024Q4: 85,671 shares; 2025Q1: 84,941 shares; 2025Q2: 86,806 shares; 2025Q3: 93,126 shares; 2025Q4: 92,595 shares; 2026Q1: 82,194 shares 82,194 $2.36M 0.03% -10,401 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: 15,458 shares; 2024Q4: 16,386 shares; 2025Q1: 19,135 shares; 2025Q2: 18,028 shares; 2025Q3: 18,393 shares; 2025Q4: 21,878 shares; 2026Q1: 24,037 shares 24,037 $2.33M 0.03% +2,159 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 7,536 shares; 2025Q1: 7,566 shares; 2025Q2: 7,779 shares; 2025Q3: 7,764 shares; 2025Q4: 7,864 shares; 2026Q1: 7,315 shares 7,315 $2.3M 0.03% -549 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,068 shares; 2024Q4: 9,910 shares; 2025Q1: 9,918 shares; 2025Q2: 9,911 shares; 2025Q3: 9,907 shares; 2025Q4: 9,878 shares; 2026Q1: 10,450 shares 10,450 $2.26M 0.03% +572 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: 43,424 shares; 2024Q4: 43,377 shares; 2025Q1: 43,377 shares; 2025Q2: 43,377 shares; 2025Q3: 43,775 shares; 2025Q4: 45,115 shares; 2026Q1: 45,732 shares 45,732 $2.22M 0.03% +617 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: 20,555 shares; 2024Q4: 14,889 shares; 2025Q1: 13,480 shares; 2025Q2: 18,657 shares; 2025Q3: 20,563 shares; 2025Q4: 19,339 shares; 2026Q1: 16,233 shares 16,233 $2.21M 0.03% -3,106 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 18,867 shares; 2025Q1: 18,878 shares; 2025Q2: 18,894 shares; 2025Q3: 18,631 shares; 2025Q4: 35,359 shares; 2026Q1: 38,916 shares 38,916 $2.21M 0.03% +3,557 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: 46,098 shares; 2024Q4: 32,163 shares; 2025Q1: 36,323 shares; 2025Q2: 41,762 shares; 2025Q3: 38,768 shares; 2025Q4: 36,907 shares; 2026Q1: 27,410 shares 27,410 $2.18M 0.02% -9,497 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: 20,686 shares; 2024Q4: 15,543 shares; 2025Q1: 16,914 shares; 2025Q2: 17,617 shares; 2025Q3: 17,320 shares; 2025Q4: 17,136 shares; 2026Q1: 16,166 shares 16,166 $2.14M 0.02% -970 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: 13,600 shares; 2024Q4: 4,021 shares; 2025Q1: 4,341 shares; 2025Q2: 5,070 shares; 2025Q3: 8,237 shares; 2025Q4: 8,961 shares; 2026Q1: 18,793 shares 18,793 $2.13M 0.02% +9,832 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: 734,134 shares; 2024Q4: 76,706 shares; 2025Q1: 83,918 shares; 2025Q2: 54,325 shares; 2025Q3: 27,195 shares; 2025Q4: 20,255 shares; 2026Q1: 21,154 shares 21,154 $2.13M 0.02% +899 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: 14,304 shares; 2024Q4: 4,823 shares; 2025Q1: 3,428 shares; 2025Q2: 5,450 shares; 2025Q3: 9,236 shares; 2025Q4: 7,263 shares; 2026Q1: 10,419 shares 10,419 $2.12M 0.02% +3,156 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: 7,792 shares; 2024Q4: 7,419 shares; 2025Q1: 7,861 shares; 2025Q2: 7,718 shares; 2025Q3: 7,680 shares; 2025Q4: 7,628 shares; 2026Q1: 6,342 shares 6,342 $2.08M 0.02% -1,286 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: 13,903 shares; 2024Q4: 13,346 shares; 2025Q1: 14,599 shares; 2025Q2: 14,857 shares; 2025Q3: 17,567 shares; 2025Q4: 16,363 shares; 2026Q1: 16,457 shares 16,457 $2.06M 0.02% +94 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,134 shares; 2024Q4: 22,876 shares; 2025Q1: 22,939 shares; 2025Q2: 34,846 shares; 2025Q3: 34,870 shares; 2025Q4: 34,896 shares; 2026Q1: 34,850 shares 34,850 $2.06M 0.02% -46 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,280 shares; 2025Q1: 24,800 shares; 2025Q2: 27,948 shares; 2025Q3: 31,776 shares; 2025Q4: 32,468 shares; 2026Q1: 35,161 shares 35,161 $2.06M 0.02% +2,693 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,122 shares; 2024Q4: 9,506 shares; 2025Q1: 9,148 shares; 2025Q2: 10,247 shares; 2025Q3: 9,749 shares; 2025Q4: 13,972 shares; 2026Q1: 10,760 shares 10,760 $2.04M 0.02% -3,212 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,301 shares; 2025Q1: 3,965 shares; 2025Q2: 5,132 shares; 2025Q3: 5,314 shares; 2025Q4: 5,589 shares; 2026Q1: 5,106 shares 5,106 $2.03M 0.02% -483 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 7,863 shares; 2025Q1: 8,126 shares; 2025Q2: 9,032 shares; 2025Q3: 8,954 shares; 2025Q4: 7,806 shares; 2026Q1: 7,035 shares 7,035 $2.02M 0.02% -771 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: 41,719 shares; 2024Q4: 45,192 shares; 2025Q1: 41,454 shares; 2025Q2: 46,019 shares; 2025Q3: 44,748 shares; 2025Q4: 40,103 shares; 2026Q1: 39,091 shares 39,091 $1.96M 0.02% -1,012 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,150 shares; 2025Q2: 4,180 shares; 2025Q3: 4,212 shares; 2025Q4: 4,257 shares; 2026Q1: 25,388 shares 25,388 $1.94M 0.02% +21,131 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: 754 shares; 2024Q4: 516 shares; 2025Q1: 1,740 shares; 2025Q2: 2,639 shares; 2025Q3: 2,636 shares; 2025Q4: 2,571 shares; 2026Q1: 2,755 shares 2,755 $1.92M 0.02% +184 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: 30,001 shares; 2024Q4: 28,488 shares; 2025Q1: 28,464 shares; 2025Q2: 28,476 shares; 2025Q3: 28,488 shares; 2025Q4: 28,500 shares; 2026Q1: 37,952 shares 37,952 $1.92M 0.02% +9,452 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: 3,574 shares; 2024Q4: 1,123 shares; 2025Q1: 1,181 shares; 2025Q2: 11,434 shares; 2025Q3: 11,353 shares; 2025Q4: 11,509 shares; 2026Q1: 10,357 shares 10,357 $1.91M 0.02% -1,152 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: 6,870 shares; 2024Q4: 9,162 shares; 2025Q1: 7,512 shares; 2025Q2: 8,935 shares; 2025Q3: 9,377 shares; 2025Q4: 17,565 shares; 2026Q1: 8,894 shares 8,894 $1.91M 0.02% -8,671 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 28,842 shares; 2025Q1: 28,842 shares; 2025Q2: 17,009 shares; 2025Q3: 17,009 shares; 2025Q4: 21,758 shares; 2026Q1: 25,055 shares 25,055 $1.89M 0.02% +3,297 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: 11,326 shares; 2024Q4: 9,088 shares; 2025Q1: 10,175 shares; 2025Q2: 10,749 shares; 2025Q3: 10,994 shares; 2025Q4: 10,788 shares; 2026Q1: 7,972 shares 7,972 $1.88M 0.02% -2,816 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 11,033 shares; 2025Q1: 14,508 shares; 2025Q2: 15,622 shares; 2025Q3: 19,556 shares; 2025Q4: 17,094 shares; 2026Q1: 17,194 shares 17,194 $1.86M 0.02% +100 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: 11,610 shares; 2024Q4: 9,091 shares; 2025Q1: 9,956 shares; 2025Q2: 9,940 shares; 2025Q3: 9,807 shares; 2025Q4: 10,125 shares; 2026Q1: 9,914 shares 9,914 $1.85M 0.02% -211 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: 5,300 shares; 2024Q4: 5,478 shares; 2025Q1: 5,583 shares; 2025Q2: 5,921 shares; 2025Q3: 6,006 shares; 2025Q4: 5,657 shares; 2026Q1: 5,630 shares 5,630 $1.84M 0.02% -27 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: 15,950 shares; 2024Q4: 12,429 shares; 2025Q1: 8,325 shares; 2025Q2: 8,715 shares; 2025Q3: 9,162 shares; 2025Q4: 9,331 shares; 2026Q1: 9,237 shares 9,237 $1.84M 0.02% -94 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: 8,666 shares; 2024Q4: 8,527 shares; 2025Q1: 7,980 shares; 2025Q2: 7,902 shares; 2025Q3: 7,989 shares; 2025Q4: 7,579 shares; 2026Q1: 6,941 shares 6,941 $1.81M 0.02% -638 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: 8,121 shares; 2024Q4: 9,304 shares; 2025Q1: 10,337 shares; 2025Q2: 11,151 shares; 2025Q3: 12,428 shares; 2025Q4: 10,452 shares; 2026Q1: 7,385 shares 7,385 $1.79M 0.02% -3,067 Timeline JVAL 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: 17,782 shares; 2024Q4: 19,645 shares; 2025Q1: 9,539 shares; 2025Q2: 18,306 shares; 2025Q3: 19,254 shares; 2025Q4: 22,541 shares; 2026Q1: 36,590 shares 36,590 $1.79M 0.02% +14,049 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: 24,369 shares; 2024Q4: 14,334 shares; 2025Q1: 16,328 shares; 2025Q2: 17,373 shares; 2025Q3: 17,606 shares; 2025Q4: 16,911 shares; 2026Q1: 11,136 shares 11,136 $1.78M 0.02% -5,775 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: 43,688 shares; 2024Q4: 36,897 shares; 2025Q1: 40,021 shares; 2025Q2: 41,190 shares; 2025Q3: 42,589 shares; 2025Q4: 37,087 shares; 2026Q1: 30,847 shares 30,847 $1.78M 0.02% -6,240 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,770 shares; 2025Q3: 53,432 shares; 2025Q4: 48,314 shares; 2026Q1: 43,570 shares 43,570 $1.78M 0.02% -4,744 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: 13,300 shares; 2024Q4: 10,608 shares; 2025Q1: 10,423 shares; 2025Q2: 11,153 shares; 2025Q3: 11,870 shares; 2025Q4: 17,898 shares; 2026Q1: 14,019 shares 14,019 $1.74M 0.02% -3,879 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH 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: 97,742 shares 97,742 $1.74M 0.02% new 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: 1,536 shares; 2024Q4: 1,918 shares; 2025Q1: 9,401 shares; 2025Q2: 10,493 shares; 2025Q3: 11,180 shares; 2025Q4: 11,902 shares; 2026Q1: 10,036 shares 10,036 $1.74M 0.02% -1,866 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: 10,429 shares; 2024Q4: 8,390 shares; 2025Q1: 9,213 shares; 2025Q2: 7,936 shares; 2025Q3: 7,361 shares; 2025Q4: 6,545 shares; 2026Q1: 6,363 shares 6,363 $1.72M 0.02% -182 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: 4,745 shares; 2024Q4: 3,268 shares; 2025Q1: 3,702 shares; 2025Q2: 3,797 shares; 2025Q3: 3,614 shares; 2025Q4: 3,537 shares; 2026Q1: 3,044 shares 3,044 $1.71M 0.02% -493 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: 556 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,634 shares; 2026Q1: 4,634 shares 4,634 $1.7M 0.02% 0 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: 2,098 shares; 2024Q4: 864 shares; 2025Q1: 1,115 shares; 2025Q2: 1,063 shares; 2025Q3: 1,091 shares; 2025Q4: 1,181 shares; 2026Q1: 1,145 shares 1,145 $1.68M 0.02% -36 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 16,593 shares; 2025Q1: 23,541 shares; 2025Q2: 18,827 shares; 2025Q3: 19,000 shares; 2025Q4: 19,188 shares; 2026Q1: 16,871 shares 16,871 $1.68M 0.02% -2,317 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 10,468 shares; 2025Q1: 12,295 shares; 2025Q2: 13,622 shares; 2025Q3: 14,931 shares; 2025Q4: 13,200 shares; 2026Q1: 12,627 shares 12,627 $1.65M 0.02% -573 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,525 shares; 2025Q1: 8,137 shares; 2025Q2: 7,385 shares; 2025Q3: 6,333 shares; 2025Q4: 7,540 shares; 2026Q1: 7,540 shares 7,540 $1.65M 0.02% 0 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: 178,092 shares; 2024Q4: 90,896 shares; 2025Q1: 58,760 shares; 2025Q2: 45,727 shares; 2025Q3: 30,269 shares; 2025Q4: 26,909 shares; 2026Q1: 18,480 shares 18,480 $1.64M 0.02% -8,429 Timeline FLTR 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: 25,735 shares; 2025Q2: 61,835 shares; 2025Q3: 72,363 shares; 2025Q4: 36,697 shares; 2026Q1: 64,174 shares 64,174 $1.64M 0.02% +27,477 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: 67,792 shares; 2024Q4: 53,945 shares; 2025Q1: 55,396 shares; 2025Q2: 46,827 shares; 2025Q3: 10,352 shares; 2025Q4: 9,177 shares; 2026Q1: 8,979 shares 8,979 $1.63M 0.02% -198 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,459 shares; 2024Q4: 22,322 shares; 2025Q1: 32,759 shares; 2025Q2: 37,602 shares; 2025Q3: 78,219 shares; 2025Q4: 77,603 shares; 2026Q1: 64,227 shares 64,227 $1.6M 0.02% -13,376 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: 653 shares; 2024Q4: 4,294 shares; 2025Q1: 4,752 shares; 2025Q2: 4,876 shares; 2025Q3: 4,707 shares; 2025Q4: 4,579 shares; 2026Q1: 4,574 shares 4,574 $1.58M 0.02% -5 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: 8,469 shares; 2024Q4: 13,963 shares; 2025Q1: 13,394 shares; 2025Q2: 17,607 shares; 2025Q3: 21,496 shares; 2025Q4: 19,023 shares; 2026Q1: 20,258 shares 20,258 $1.56M 0.02% +1,235 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: 14,827 shares; 2024Q4: 17,796 shares; 2025Q1: 14,195 shares; 2025Q2: 11,845 shares; 2025Q3: 11,307 shares; 2025Q4: 11,622 shares; 2026Q1: 16,022 shares 16,022 $1.56M 0.02% +4,400 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,119 shares; 2024Q4: 81,333 shares; 2025Q1: 66,006 shares; 2025Q2: 85,122 shares; 2025Q3: 98,207 shares; 2025Q4: 82,307 shares; 2026Q1: 71,432 shares 71,432 $1.55M 0.02% -10,875 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: 11,132 shares; 2024Q4: 7,086 shares; 2025Q1: 6,839 shares; 2025Q2: 4,685 shares; 2025Q3: 4,763 shares; 2025Q4: 5,610 shares; 2026Q1: 9,953 shares 9,953 $1.52M 0.02% +4,343 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: 9,458 shares; 2024Q4: 9,389 shares; 2025Q1: 10,831 shares; 2025Q2: 10,937 shares; 2025Q3: 12,889 shares; 2025Q4: 10,593 shares; 2026Q1: 8,009 shares 8,009 $1.52M 0.02% -2,584 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 300 shares; 2025Q1: 26,932 shares; 2025Q2: 26,932 shares; 2025Q3: 27,832 shares; 2025Q4: 27,432 shares; 2026Q1: 31,546 shares 31,546 $1.51M 0.02% +4,114 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: 5,567 shares; 2024Q4: 5,675 shares; 2025Q1: 5,730 shares; 2025Q2: 6,466 shares; 2025Q3: 6,290 shares; 2025Q4: 6,611 shares; 2026Q1: 6,496 shares 6,496 $1.49M 0.02% -115 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: 60,665 shares; 2024Q4: 41,830 shares; 2025Q1: 35,417 shares; 2025Q2: 33,178 shares; 2025Q3: 33,126 shares; 2025Q4: 31,149 shares; 2026Q1: 33,353 shares 33,353 $1.47M 0.02% +2,204 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 8,511 shares; 2025Q1: 12,790 shares; 2025Q2: 12,751 shares; 2025Q3: 13,402 shares; 2025Q4: 16,255 shares; 2026Q1: 15,601 shares 15,601 $1.46M 0.02% -654 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 15 shares; 2025Q1: 20 shares; 2025Q2: 335 shares; 2025Q3: 641 shares; 2025Q4: 336 shares; 2026Q1: 17,348 shares 17,348 $1.45M 0.02% +17,012 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: 1,792 shares; 2024Q4: 1,495 shares; 2025Q1: 1,553 shares; 2025Q2: 1,614 shares; 2025Q3: 1,433 shares; 2025Q4: 1,815 shares; 2026Q1: 1,962 shares 1,962 $1.45M 0.02% +147 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,167 shares; 2025Q1: 3,925 shares; 2025Q2: 4,189 shares; 2025Q3: 4,321 shares; 2025Q4: 4,163 shares; 2026Q1: 3,990 shares 3,990 $1.43M 0.02% -173 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: 66,189 shares; 2024Q4: 47,552 shares; 2025Q1: 35,716 shares; 2025Q2: 36,117 shares; 2025Q3: 36,338 shares; 2025Q4: 35,896 shares; 2026Q1: 34,508 shares 34,508 $1.42M 0.02% -1,388 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,109 shares; 2025Q1: 6,160 shares; 2025Q2: 6,912 shares; 2025Q3: 7,526 shares; 2025Q4: 7,178 shares; 2026Q1: 6,451 shares 6,451 $1.4M 0.02% -727 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,807 shares; 2024Q4: 11,101 shares; 2025Q1: 11,459 shares; 2025Q2: 11,260 shares; 2025Q3: 11,560 shares; 2025Q4: 10,943 shares; 2026Q1: 16,726 shares 16,726 $1.4M 0.02% +5,783 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: 4,819 shares; 2024Q4: 3,026 shares; 2025Q1: 3,681 shares; 2025Q2: 4,212 shares; 2025Q3: 5,513 shares; 2025Q4: 5,238 shares; 2026Q1: 4,342 shares 4,342 $1.38M 0.02% -896 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,496 shares; 2024Q4: 22,970 shares; 2025Q1: 20,761 shares; 2025Q2: 25,242 shares; 2025Q3: 31,467 shares; 2025Q4: 29,463 shares; 2026Q1: 22,506 shares 22,506 $1.38M 0.02% -6,957 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 1,968 shares; 2025Q1: 613 shares; 2025Q2: 2,633 shares; 2025Q3: 4,854 shares; 2025Q4: 5,454 shares; 2026Q1: 15,026 shares 15,026 $1.38M 0.02% +9,572 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 4,448 shares; 2025Q1: 4,623 shares; 2025Q2: 4,768 shares; 2025Q3: 4,787 shares; 2025Q4: 4,980 shares; 2026Q1: 4,968 shares 4,968 $1.37M 0.02% -12 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: 3,573 shares; 2024Q4: 3,027 shares; 2025Q1: 3,420 shares; 2025Q2: 3,632 shares; 2025Q3: 1,994 shares; 2025Q4: 1,838 shares; 2026Q1: 1,967 shares 1,967 $1.34M 0.02% +129 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 1,113 shares; 2025Q1: 1,266 shares; 2025Q2: 2,256 shares; 2025Q3: 1,524 shares; 2025Q4: 1,715 shares; 2026Q1: 4,357 shares 4,357 $1.32M 0.02% +2,642 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: 19,517 shares; 2024Q4: 9,205 shares; 2025Q1: 11,000 shares; 2025Q2: 14,179 shares; 2025Q3: 13,364 shares; 2025Q4: 12,905 shares; 2026Q1: 14,036 shares 14,036 $1.32M 0.02% +1,131 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: 12,514 shares; 2024Q4: 13,213 shares; 2025Q1: 15,315 shares; 2025Q2: 16,841 shares; 2025Q3: 17,448 shares; 2025Q4: 16,127 shares; 2026Q1: 11,351 shares 11,351 $1.31M 0.02% -4,776 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: 8,987 shares; 2024Q4: 5,274 shares; 2025Q1: 7,868 shares; 2025Q2: 8,544 shares; 2025Q3: 11,140 shares; 2025Q4: 9,507 shares; 2026Q1: 9,955 shares 9,955 $1.3M 0.01% +448 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: 11,230 shares; 2024Q4: 8,792 shares; 2025Q1: 5,103 shares; 2025Q2: 5,083 shares; 2025Q3: 4,289 shares; 2025Q4: 7,464 shares; 2026Q1: 5,211 shares 5,211 $1.29M 0.01% -2,253 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: 14,197 shares; 2024Q4: 7,175 shares; 2025Q1: 7,435 shares; 2025Q2: 7,829 shares; 2025Q3: 7,931 shares; 2025Q4: 7,654 shares; 2026Q1: 9,945 shares 9,945 $1.28M 0.01% +2,291 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,499 shares; 2024Q4: 9,649 shares; 2025Q1: 9,581 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,366 shares; 2026Q1: 8,078 shares 8,078 $1.27M 0.01% -2,288 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,669 shares; 2024Q4: 39,904 shares; 2025Q1: 47,377 shares; 2025Q2: 50,672 shares; 2025Q3: 53,664 shares; 2025Q4: 53,095 shares; 2026Q1: 48,630 shares 48,630 $1.26M 0.01% -4,465 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: 7,006 shares; 2024Q4: 4,905 shares; 2025Q1: 4,820 shares; 2025Q2: 4,706 shares; 2025Q3: 4,860 shares; 2025Q4: 4,730 shares; 2026Q1: 5,994 shares 5,994 $1.26M 0.01% +1,264 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: 19,004 shares; 2024Q4: 13,715 shares; 2025Q1: 10,984 shares; 2025Q2: 13,348 shares; 2025Q3: 13,051 shares; 2025Q4: 13,960 shares; 2026Q1: 12,993 shares 12,993 $1.25M 0.01% -967 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 31,004 shares; 2026Q1: 16,384 shares 16,384 $1.25M 0.01% -14,620 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: 5,046 shares; 2024Q4: 4,986 shares; 2025Q1: 5,214 shares; 2025Q2: 5,261 shares; 2025Q3: 4,896 shares; 2025Q4: 4,938 shares; 2026Q1: 4,280 shares 4,280 $1.25M 0.01% -658 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: 28,058 shares; 2024Q4: 16,364 shares; 2025Q1: 16,857 shares; 2025Q2: 19,640 shares; 2025Q3: 19,819 shares; 2025Q4: 19,129 shares; 2026Q1: 18,870 shares 18,870 $1.25M 0.01% -259 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 353,978 shares; 2025Q1: 370,629 shares; 2025Q2: 407,315 shares; 2025Q3: 127 shares; 2025Q4: 2,192 shares; 2026Q1: 24,573 shares 24,573 $1.24M 0.01% +22,381 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 5,819 shares; 2025Q1: 8,178 shares; 2025Q2: 8,706 shares; 2025Q3: 9,438 shares; 2025Q4: 7,164 shares; 2026Q1: 9,443 shares 9,443 $1.23M 0.01% +2,279 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,878 shares; 2025Q1: 7,376 shares; 2025Q2: 7,673 shares; 2025Q3: 8,342 shares; 2025Q4: 7,867 shares; 2026Q1: 8,443 shares 8,443 $1.22M 0.01% +576 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 19,467 shares; 2025Q1: 19,634 shares; 2025Q2: 18,674 shares; 2025Q3: 18,080 shares; 2025Q4: 17,390 shares; 2026Q1: 18,307 shares 18,307 $1.22M 0.01% +917 Timeline DFAW 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: 6,440 shares; 2024Q4: 9,236 shares; 2025Q1: 8,471 shares; 2025Q2: 11,469 shares; 2025Q3: 11,521 shares; 2025Q4: 13,060 shares; 2026Q1: 16,106 shares 16,106 $1.19M 0.01% +3,046 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 4,886 shares; 2025Q1: 4,721 shares; 2025Q2: 5,015 shares; 2025Q3: 4,962 shares; 2025Q4: 4,830 shares; 2026Q1: 3,979 shares 3,979 $1.16M 0.01% -851 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: 1,964 shares; 2024Q4: 957 shares; 2025Q1: 1,115 shares; 2025Q2: 1,751 shares; 2025Q3: 1,760 shares; 2025Q4: 1,231 shares; 2026Q1: 1,300 shares 1,300 $1.16M 0.01% +69 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: 7,897 shares; 2024Q4: 6,465 shares; 2025Q1: 7,334 shares; 2025Q2: 7,736 shares; 2025Q3: 7,880 shares; 2025Q4: 7,054 shares; 2026Q1: 3,822 shares 3,822 $1.16M 0.01% -3,232 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: 1,235 shares; 2024Q4: 1,100 shares; 2025Q1: 1,138 shares; 2025Q2: 1,267 shares; 2025Q3: 1,230 shares; 2025Q4: 1,753 shares; 2026Q1: 2,095 shares 2,095 $1.15M 0.01% +342 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: 1,709 shares; 2024Q4: 1,024 shares; 2025Q1: 1,249 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares; 2025Q4: 1,133 shares; 2026Q1: 2,318 shares 2,318 $1.14M 0.01% +1,185 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: 507 shares; 2025Q1: 633 shares; 2025Q2: 964 shares; 2025Q3: 996 shares; 2025Q4: 985 shares; 2026Q1: 1,185 shares 1,185 $1.14M 0.01% +200 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: 3,278 shares; 2024Q4: 3,081 shares; 2025Q1: 3,775 shares; 2025Q2: 4,824 shares; 2025Q3: 4,987 shares; 2025Q4: 4,733 shares; 2026Q1: 6,133 shares 6,133 $1.12M 0.01% +1,400 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: 2,385 shares; 2024Q4: 2,522 shares; 2025Q1: 2,842 shares; 2025Q2: 3,145 shares; 2025Q3: 2,724 shares; 2025Q4: 2,144 shares; 2026Q1: 2,828 shares 2,828 $1.11M 0.01% +684 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 410 shares; 2025Q1: 2,957 shares; 2025Q2: 3,135 shares; 2025Q3: 3,232 shares; 2025Q4: 3,241 shares; 2026Q1: 3,402 shares 3,402 $1.1M 0.01% +161 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,597 shares; 2025Q1: 5,623 shares; 2025Q2: 6,207 shares; 2025Q3: 6,582 shares; 2025Q4: 5,607 shares; 2026Q1: 5,331 shares 5,331 $1.09M 0.01% -276 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,659 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 10,033 shares; 2025Q4: 11,167 shares; 2026Q1: 11,845 shares 11,845 $1.09M 0.01% +678 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,249 shares; 2025Q1: 21,368 shares; 2025Q2: 27,965 shares; 2025Q3: 42,984 shares; 2025Q4: 39,603 shares; 2026Q1: 3,417 shares 3,417 $1.09M 0.01% -36,186 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 752 shares; 2025Q1: 911 shares; 2025Q2: 784 shares; 2025Q3: 655 shares; 2025Q4: 574 shares; 2026Q1: 781 shares 781 $1.08M 0.01% +207 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 1,751 shares; 2025Q1: 2,563 shares; 2025Q2: 2,581 shares; 2025Q3: 2,561 shares; 2025Q4: 2,364 shares; 2026Q1: 5,151 shares 5,151 $1.07M 0.01% +2,787 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: 13,634 shares; 2024Q4: 12,475 shares; 2025Q1: 13,256 shares; 2025Q2: 13,928 shares; 2025Q3: 15,974 shares; 2025Q4: 12,903 shares; 2026Q1: 11,895 shares 11,895 $1.07M 0.01% -1,008 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: 18,122 shares; 2024Q4: 30,206 shares; 2025Q1: 30,206 shares; 2025Q2: 30,550 shares; 2025Q3: 30,854 shares; 2025Q4: 31,298 shares; 2026Q1: 31,172 shares 31,172 $1.06M 0.01% -126 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,023 shares; 2025Q1: 393 shares; 2025Q2: 3,529 shares; 2025Q3: 4,375 shares; 2025Q4: 4,529 shares; 2026Q1: 7,015 shares 7,015 $1.06M 0.01% +2,486 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 2,944 shares; 2025Q1: 3,749 shares; 2025Q2: 3,962 shares; 2025Q3: 4,258 shares; 2025Q4: 3,376 shares; 2026Q1: 3,612 shares 3,612 $1.06M 0.01% +236 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 29,693 shares; 2025Q1: 36,060 shares; 2025Q2: 35,680 shares; 2025Q3: 35,680 shares; 2025Q4: 34,556 shares; 2026Q1: 31,574 shares 31,574 $1.06M 0.01% -2,982 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: 2,949 shares; 2024Q4: 3,883 shares; 2025Q1: 3,897 shares; 2025Q2: 4,416 shares; 2025Q3: 6,005 shares; 2025Q4: 5,573 shares; 2026Q1: 6,589 shares 6,589 $1.06M 0.01% +1,016 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 13,835 shares; 2025Q2: 19,718 shares; 2025Q3: 19,090 shares; 2025Q4: 19,313 shares; 2026Q1: 19,509 shares 19,509 $1.05M 0.01% +196 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: 24,380 shares; 2024Q4: 24,171 shares; 2025Q1: 22,457 shares; 2025Q2: 22,035 shares; 2025Q3: 25,840 shares; 2025Q4: 27,853 shares; 2026Q1: 26,959 shares 26,959 $1.05M 0.01% -894 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: 8,875 shares; 2024Q4: 5,629 shares; 2025Q1: 5,576 shares; 2025Q2: 4,453 shares; 2025Q3: 4,564 shares; 2025Q4: 4,923 shares; 2026Q1: 7,976 shares 7,976 $1.04M 0.01% +3,053 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 32,589 shares; 2025Q1: 32,046 shares; 2025Q2: 32,527 shares; 2025Q3: 31,105 shares; 2025Q4: 31,638 shares; 2026Q1: 35,111 shares 35,111 $1.03M 0.01% +3,473 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 7,874 shares; 2025Q1: 10,197 shares; 2025Q2: 11,237 shares; 2025Q3: 11,835 shares; 2025Q4: 10,346 shares; 2026Q1: 10,542 shares 10,542 $1.02M 0.01% +196 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,718 shares; 2024Q4: 23,847 shares; 2025Q1: 30,530 shares; 2025Q2: 32,552 shares; 2025Q3: 35,327 shares; 2025Q4: 27,958 shares; 2026Q1: 29,218 shares 29,218 $1.02M 0.01% +1,260 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,425 shares; 2024Q4: 25,539 shares; 2025Q1: 48,078 shares; 2025Q2: 54,337 shares; 2025Q3: 55,880 shares; 2025Q4: 47,140 shares; 2026Q1: 47,733 shares 47,733 $1.01M 0.01% +593 Timeline EWT 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: 9,794 shares; 2024Q4: 14,660 shares; 2025Q1: 14,360 shares; 2025Q2: 8,819 shares; 2025Q3: 14,817 shares; 2025Q4: 14,597 shares; 2026Q1: 14,175 shares 14,175 $1.01M 0.01% -422 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,422 shares; 2024Q4: 16,284 shares; 2025Q1: 16,820 shares; 2025Q2: 17,194 shares; 2025Q3: 17,076 shares; 2025Q4: 16,839 shares; 2026Q1: 16,403 shares 16,403 $1M 0.01% -436 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: 8,773 shares; 2024Q4: 9,642 shares; 2025Q1: 11,705 shares; 2025Q2: 12,724 shares; 2025Q3: 17,867 shares; 2025Q4: 18,138 shares; 2026Q1: 7,922 shares 7,922 $1M 0.01% -10,216 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: 1,447 shares; 2024Q4: 1,210 shares; 2025Q1: 1,498 shares; 2025Q2: 1,600 shares; 2025Q3: 1,722 shares; 2025Q4: 1,682 shares; 2026Q1: 1,655 shares 1,655 $1M 0.01% -27 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 5,701 shares; 2025Q1: 7,811 shares; 2025Q2: 14,628 shares; 2025Q3: 36,563 shares; 2025Q4: 36,419 shares; 2026Q1: 32,743 shares 32,743 $999K 0.01% -3,676 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 3,908 shares; 2025Q3: 4,045 shares; 2025Q4: 4,227 shares; 2026Q1: 4,274 shares 4,274 $982K 0.01% +47 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 1,839 shares; 2025Q1: 1,294 shares; 2025Q2: 2,195 shares; 2025Q3: 2,175 shares; 2025Q4: 5,419 shares; 2026Q1: 5,706 shares 5,706 $982K 0.01% +287 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: 25,501 shares; 2024Q4: 23,741 shares; 2025Q1: 23,834 shares; 2025Q2: 22,547 shares; 2025Q3: 22,134 shares; 2025Q4: 18,093 shares; 2026Q1: 16,171 shares 16,171 $981K 0.01% -1,922 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 11,180 shares; 2025Q1: 11,180 shares; 2025Q2: 11,180 shares; 2025Q3: 12,612 shares; 2025Q4: 13,659 shares; 2026Q1: 13,617 shares 13,617 $975K 0.01% -42 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: 13,736 shares; 2024Q4: 18,458 shares; 2025Q1: 15,153 shares; 2025Q2: 16,969 shares; 2025Q3: 17,636 shares; 2025Q4: 19,611 shares; 2026Q1: 17,961 shares 17,961 $972K 0.01% -1,650 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 9,635 shares; 2025Q1: 14,151 shares; 2025Q2: 16,194 shares; 2025Q3: 17,664 shares; 2025Q4: 16,356 shares; 2026Q1: 17,733 shares 17,733 $962K 0.01% +1,377 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,330 shares; 2024Q4: 19,444 shares; 2025Q1: 18,510 shares; 2025Q2: 16,889 shares; 2025Q3: 16,689 shares; 2025Q4: 18,235 shares; 2026Q1: 18,235 shares 18,235 $962K 0.01% 0 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: 2,194 shares; 2024Q4: 1,048 shares; 2025Q1: 648 shares; 2025Q2: 1,667 shares; 2025Q3: 1,731 shares; 2025Q4: 1,523 shares; 2026Q1: 2,212 shares 2,212 $956K 0.01% +689 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: 7,752 shares; 2024Q4: 3,522 shares; 2025Q1: 3,435 shares; 2025Q2: 3,919 shares; 2025Q3: 2,981 shares; 2025Q4: 3,848 shares; 2026Q1: 3,888 shares 3,888 $945K 0.01% +40 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,107 shares; 2024Q4: 14,906 shares; 2025Q1: 15,275 shares; 2025Q2: 14,913 shares; 2025Q3: 15,079 shares; 2025Q4: 15,233 shares; 2026Q1: 13,193 shares 13,193 $941K 0.01% -2,040 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 3,507 shares; 2025Q1: 4,041 shares; 2025Q2: 4,304 shares; 2025Q3: 4,592 shares; 2025Q4: 4,455 shares; 2026Q1: 4,259 shares 4,259 $933K 0.01% -196 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: 38,153 shares; 2024Q4: 28,397 shares; 2025Q1: 30,751 shares; 2025Q2: 22,334 shares; 2025Q3: 23,783 shares; 2025Q4: 24,574 shares; 2026Q1: 23,858 shares 23,858 $932K 0.01% -716 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,362 shares; 2024Q4: 29,672 shares; 2025Q1: 27,620 shares; 2025Q2: 30,718 shares; 2025Q3: 31,559 shares; 2025Q4: 33,976 shares; 2026Q1: 30,526 shares 30,526 $926K 0.01% -3,450 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,243 shares; 2025Q1: 3,443 shares; 2025Q2: 3,628 shares; 2025Q3: 2,793 shares; 2025Q4: 2,628 shares; 2026Q1: 2,434 shares 2,434 $925K 0.01% -194 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: 20,372 shares; 2024Q4: 18,588 shares; 2025Q1: 19,219 shares; 2025Q2: 22,057 shares; 2025Q3: 21,915 shares; 2025Q4: 19,239 shares; 2026Q1: 14,930 shares 14,930 $923K 0.01% -4,309 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: 3,596 shares; 2024Q4: 2,052 shares; 2025Q1: 2,556 shares; 2025Q2: 2,808 shares; 2025Q3: 2,954 shares; 2025Q4: 2,913 shares; 2026Q1: 2,537 shares 2,537 $921K 0.01% -376 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,438 shares; 2025Q3: 3,630 shares; 2025Q4: 1,692 shares; 2026Q1: 1,308 shares 1,308 $919K 0.01% -384 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,371 shares; 2024Q4: 31,721 shares; 2025Q1: 31,151 shares; 2025Q2: 22,339 shares; 2025Q3: 22,028 shares; 2025Q4: 19,438 shares; 2026Q1: 19,438 shares 19,438 $917K 0.01% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,320 shares; 2024Q4: 32,629 shares; 2025Q1: 35,184 shares; 2025Q2: 37,015 shares; 2025Q3: 37,463 shares; 2025Q4: 33,707 shares; 2026Q1: 34,362 shares 34,362 $913K 0.01% +655 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: 2,069 shares; 2024Q4: 912 shares; 2025Q1: 919 shares; 2025Q2: 965 shares; 2025Q3: 966 shares; 2025Q4: 919 shares; 2026Q1: 931 shares 931 $912K 0.01% +12 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 11,270 shares; 2025Q1: 8,733 shares; 2025Q2: 16,959 shares; 2025Q3: 17,034 shares; 2025Q4: 17,288 shares; 2026Q1: 17,163 shares 17,163 $909K 0.01% -125 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: 2,498 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 3,246 shares; 2025Q3: 3,801 shares; 2025Q4: 7,968 shares; 2026Q1: 6,838 shares 6,838 $909K 0.01% -1,130 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: 3,870 shares; 2024Q4: 2,663 shares; 2025Q1: 2,801 shares; 2025Q2: 3,013 shares; 2025Q3: 2,378 shares; 2025Q4: 2,248 shares; 2026Q1: 2,174 shares 2,174 $906K 0.01% -74 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,131 shares; 2024Q4: 10,928 shares; 2025Q1: 8,854 shares; 2025Q2: 11,549 shares; 2025Q3: 16,121 shares; 2025Q4: 15,019 shares; 2026Q1: 13,455 shares 13,455 $896K 0.01% -1,564 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,638 shares; 2025Q1: 2,593 shares; 2025Q2: 2,778 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares 3,014 $889K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,788 shares; 2024Q4: 13,686 shares; 2025Q1: 13,705 shares; 2025Q2: 13,964 shares; 2025Q3: 13,686 shares; 2025Q4: 13,686 shares; 2026Q1: 13,716 shares 13,716 $888K 0.01% +30 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,173 shares; 2024Q4: 50,245 shares; 2025Q1: 55,003 shares; 2025Q2: 52,096 shares; 2025Q3: 55,000 shares; 2025Q4: 81,731 shares; 2026Q1: 87,556 shares 87,556 $876K 0.01% +5,825 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: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 3,692 shares; 2025Q2: 2,983 shares; 2025Q3: 3,487 shares; 2025Q4: 3,273 shares; 2026Q1: 3,800 shares 3,800 $876K 0.01% +527 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,786 shares; 2025Q1: 7,579 shares; 2025Q2: 7,574 shares; 2025Q3: 7,555 shares; 2025Q4: 11,216 shares; 2026Q1: 10,813 shares 10,813 $866K 0.01% -403 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,511 shares; 2025Q1: 3,377 shares; 2025Q2: 3,627 shares; 2025Q3: 3,607 shares; 2025Q4: 3,425 shares; 2026Q1: 2,835 shares 2,835 $857K 0.01% -590 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 7,323 shares; 2025Q1: 5,258 shares; 2025Q2: 5,105 shares; 2025Q3: 5,116 shares; 2025Q4: 6,476 shares; 2026Q1: 6,191 shares 6,191 $856K 0.01% -285 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 12,288 shares; 2025Q1: 13,531 shares; 2025Q2: 15,014 shares; 2025Q3: 15,056 shares; 2025Q4: 13,194 shares; 2026Q1: 11,878 shares 11,878 $852K 0.01% -1,316 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 2,390 shares; 2025Q1: 6,465 shares; 2025Q2: 6,745 shares; 2025Q3: 6,506 shares; 2025Q4: 6,415 shares; 2026Q1: 7,911 shares 7,911 $845K 0.01% +1,496 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,542 shares; 2024Q4: 32,472 shares; 2025Q1: 36,996 shares; 2025Q2: 42,092 shares; 2025Q3: 45,290 shares; 2025Q4: 39,693 shares; 2026Q1: 28,716 shares 28,716 $841K 0.01% -10,977 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,106 shares; 2025Q1: 3,984 shares; 2025Q2: 4,426 shares; 2025Q3: 4,691 shares; 2025Q4: 4,399 shares; 2026Q1: 4,113 shares 4,113 $840K 0.01% -286 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 5,778 shares; 2025Q1: 5,344 shares; 2025Q2: 4,475 shares; 2025Q3: 4,468 shares; 2025Q4: 4,549 shares; 2026Q1: 4,089 shares 4,089 $831K 0.01% -460 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,600 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,637 shares; 2025Q4: 6,345 shares; 2026Q1: 6,908 shares 6,908 $829K 0.01% +563 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,910 shares; 2025Q1: 2,563 shares; 2025Q2: 2,798 shares; 2025Q3: 2,843 shares; 2025Q4: 2,643 shares; 2026Q1: 2,439 shares 2,439 $827K 0.01% -204 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,924 shares; 2024Q4: 45,183 shares; 2025Q1: 62,528 shares; 2025Q2: 66,410 shares; 2025Q3: 68,528 shares; 2025Q4: 64,094 shares; 2026Q1: 55,233 shares 55,233 $823K 0.01% -8,861 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 15 shares; 2025Q1: 877 shares; 2025Q2: 973 shares; 2025Q3: 2,176 shares; 2025Q4: 3,052 shares; 2026Q1: 3,274 shares 3,274 $809K 0.01% +222 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,486 shares; 2024Q4: 44,449 shares; 2025Q1: 45,662 shares; 2025Q2: 46,240 shares; 2025Q3: 44,244 shares; 2025Q4: 40,452 shares; 2026Q1: 36,178 shares 36,178 $806K 0.01% -4,274 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,866 shares; 2024Q4: 21,496 shares; 2025Q1: 30,231 shares; 2025Q2: 21,392 shares; 2025Q3: 27,086 shares; 2025Q4: 24,377 shares; 2026Q1: 36,918 shares 36,918 $800K 0.01% +12,541 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,243 shares; 2024Q4: 7,117 shares; 2025Q1: 6,109 shares; 2025Q2: 5,665 shares; 2025Q3: 8,526 shares; 2025Q4: 8,049 shares; 2026Q1: 8,010 shares 8,010 $799K 0.01% -39 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,834 shares; 2024Q4: 14,348 shares; 2025Q1: 15,675 shares; 2025Q2: 19,345 shares; 2025Q3: 18,778 shares; 2025Q4: 16,623 shares; 2026Q1: 37,227 shares 37,227 $799K 0.01% +20,604 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 2,833 shares; 2025Q1: 3,733 shares; 2025Q2: 4,225 shares; 2025Q3: 3,650 shares; 2025Q4: 4,095 shares; 2026Q1: 4,445 shares 4,445 $798K 0.01% +350 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 667 shares; 2025Q1: 833 shares; 2025Q2: 906 shares; 2025Q3: 926 shares; 2025Q4: 715 shares; 2026Q1: 730 shares 730 $798K 0.01% +15 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: 1,802 shares; 2024Q4: 852 shares; 2025Q1: 793 shares; 2025Q2: 806 shares; 2025Q3: 981 shares; 2025Q4: 535 shares; 2026Q1: 2,237 shares 2,237 $797K 0.01% +1,702 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: 5,722 shares; 2024Q4: 3,241 shares; 2025Q1: 4,169 shares; 2025Q2: 4,918 shares; 2025Q3: 5,115 shares; 2025Q4: 5,045 shares; 2026Q1: 4,019 shares 4,019 $797K 0.01% -1,026 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,275 shares; 2025Q1: 1,699 shares; 2025Q2: 1,805 shares; 2025Q3: 1,892 shares; 2025Q4: 1,908 shares; 2026Q1: 1,834 shares 1,834 $796K 0.01% -74 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 4,807 shares; 2025Q1: 5,979 shares; 2025Q2: 6,631 shares; 2025Q3: 9,358 shares; 2025Q4: 7,980 shares; 2026Q1: 7,052 shares 7,052 $783K 0.01% -928 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 8,190 shares; 2025Q1: 9,109 shares; 2025Q2: 10,073 shares; 2025Q3: 10,415 shares; 2025Q4: 9,334 shares; 2026Q1: 9,078 shares 9,078 $774K 0.01% -256 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 6,021 shares; 2025Q1: 7,637 shares; 2025Q2: 8,322 shares; 2025Q3: 8,960 shares; 2025Q4: 8,702 shares; 2026Q1: 10,202 shares 10,202 $771K 0.01% +1,500 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 3,662 shares; 2025Q1: 4,634 shares; 2025Q2: 4,966 shares; 2025Q3: 5,339 shares; 2025Q4: 5,137 shares; 2026Q1: 5,300 shares 5,300 $767K 0.01% +163 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,408 shares; 2026Q1: 8,431 shares 8,431 $767K 0.01% -1,977 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,098 shares; 2024Q4: 13,961 shares; 2025Q1: 26,291 shares; 2025Q2: 29,012 shares; 2025Q3: 30,647 shares; 2025Q4: 26,467 shares; 2026Q1: 32,435 shares 32,435 $767K 0.01% +5,968 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: 8,601 shares; 2024Q4: 9,232 shares; 2025Q1: 9,900 shares; 2025Q2: 7,351 shares; 2025Q3: 10,383 shares; 2025Q4: 11,236 shares; 2026Q1: 11,338 shares 11,338 $766K 0.01% +102 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,663 shares; 2024Q4: 25,981 shares; 2025Q1: 25,537 shares; 2025Q2: 62,536 shares; 2025Q3: 60,934 shares; 2025Q4: 100,392 shares; 2026Q1: 96,185 shares 96,185 $764K 0.01% -4,207 Timeline DFAT 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: 9,410 shares; 2024Q4: 9,500 shares; 2025Q1: 9,426 shares; 2025Q2: 9,426 shares; 2025Q3: 9,426 shares; 2025Q4: 9,426 shares; 2026Q1: 12,132 shares 12,132 $758K 0.01% +2,706 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: 11,236 shares; 2024Q4: 9,254 shares; 2025Q1: 16,252 shares; 2025Q2: 19,647 shares; 2025Q3: 19,830 shares; 2025Q4: 15,199 shares; 2026Q1: 15,322 shares 15,322 $756K 0.01% +123 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: 2,643 shares; 2024Q4: 991 shares; 2025Q1: 997 shares; 2025Q2: 1,003 shares; 2025Q3: 1,101 shares; 2025Q4: 1,210 shares; 2026Q1: 3,053 shares 3,053 $754K 0.01% +1,843 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 6,513 shares; 2025Q1: 7,786 shares; 2025Q2: 5,328 shares; 2025Q3: 5,582 shares; 2025Q4: 5,276 shares; 2026Q1: 6,547 shares 6,547 $752K 0.01% +1,271 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,893 shares; 2024Q4: 16,510 shares; 2025Q1: 19,453 shares; 2025Q2: 20,557 shares; 2025Q3: 21,660 shares; 2025Q4: 18,157 shares; 2026Q1: 17,799 shares 17,799 $752K 0.01% -358 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 1,633 shares; 2025Q1: 1,647 shares; 2025Q2: 1,672 shares; 2025Q3: 1,682 shares; 2025Q4: 1,659 shares; 2026Q1: 1,618 shares 1,618 $751K 0.01% -41 Timeline GBIL 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: 5,839 shares; 2024Q4: 10,352 shares; 2025Q1: 15,220 shares; 2025Q2: 12,767 shares; 2025Q3: 8,508 shares; 2025Q4: 8,608 shares; 2026Q1: 7,459 shares 7,459 $747K 0.01% -1,149 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: 12,371 shares; 2026Q1: 13,094 shares 13,094 $746K 0.01% +723 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 1,765 shares; 2025Q1: 2,087 shares; 2025Q2: 1,950 shares; 2025Q3: 13,485 shares; 2025Q4: 13,982 shares; 2026Q1: 13,646 shares 13,646 $745K 0.01% -336 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 3,729 shares; 2025Q1: 4,739 shares; 2025Q2: 5,083 shares; 2025Q3: 5,489 shares; 2025Q4: 4,343 shares; 2026Q1: 4,356 shares 4,356 $744K 0.01% +13 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: 9,513 shares; 2024Q4: 2,759 shares; 2025Q1: 2,658 shares; 2025Q2: 2,861 shares; 2025Q3: 2,821 shares; 2025Q4: 2,969 shares; 2026Q1: 12,622 shares 12,622 $742K 0.01% +9,653 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: 3,663 shares; 2024Q4: 1,124 shares; 2025Q1: 2,557 shares; 2025Q2: 2,757 shares; 2025Q3: 3,454 shares; 2025Q4: 3,540 shares; 2026Q1: 3,641 shares 3,641 $739K 0.01% +101 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: 15,123 shares; 2024Q4: 10,239 shares; 2025Q1: 9,268 shares; 2025Q2: 10,230 shares; 2025Q3: 10,296 shares; 2025Q4: 12,123 shares; 2026Q1: 14,180 shares 14,180 $738K 0.01% +2,057 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: 3,897 shares; 2024Q4: 2,091 shares; 2025Q1: 2,268 shares; 2025Q2: 2,598 shares; 2025Q3: 2,666 shares; 2025Q4: 2,580 shares; 2026Q1: 1,728 shares 1,728 $735K 0.01% -852 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 4,439 shares; 2025Q1: 4,426 shares; 2025Q2: 12,609 shares; 2025Q3: 12,717 shares; 2025Q4: 11,523 shares; 2026Q1: 10,102 shares 10,102 $735K 0.01% -1,421 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 47,854 shares; 2025Q1: 68,622 shares; 2025Q2: 68,622 shares; 2025Q3: 71,922 shares; 2025Q4: 64,854 shares; 2026Q1: 64,854 shares 64,854 $733K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 3,765 shares; 2025Q1: 3,867 shares; 2025Q2: 3,806 shares; 2025Q3: 3,852 shares; 2025Q4: 3,808 shares; 2026Q1: 3,731 shares 3,731 $728K 0.01% -77 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 9,843 shares; 2025Q1: 7,215 shares; 2025Q2: 7,183 shares; 2025Q3: 7,226 shares; 2025Q4: 6,996 shares; 2026Q1: 6,845 shares 6,845 $724K 0.01% -151 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: 3,682 shares; 2024Q4: 2,386 shares; 2025Q1: 2,808 shares; 2025Q2: 2,281 shares; 2025Q3: 2,465 shares; 2025Q4: 2,144 shares; 2026Q1: 2,047 shares 2,047 $720K 0.01% -97 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 3,967 shares; 2025Q1: 3,652 shares; 2025Q2: 3,542 shares; 2025Q3: 3,032 shares; 2025Q4: 2,020 shares; 2026Q1: 3,451 shares 3,451 $718K 0.01% +1,431 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: 12,716 shares; 2024Q4: 11,249 shares; 2025Q1: 9,649 shares; 2025Q2: 9,090 shares; 2025Q3: 10,348 shares; 2025Q4: 10,278 shares; 2026Q1: 8,260 shares 8,260 $716K 0.01% -2,018 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 2,789 shares; 2025Q1: 3,300 shares; 2025Q2: 3,463 shares; 2025Q3: 3,712 shares; 2025Q4: 3,607 shares; 2026Q1: 3,801 shares 3,801 $714K 0.01% +194 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: 939 shares; 2024Q4: 613 shares; 2025Q1: 862 shares; 2025Q2: 733 shares; 2025Q3: 620 shares; 2025Q4: 1,357 shares; 2026Q1: 1,305 shares 1,305 $710K 0.01% -52 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: 1,361 shares; 2024Q4: 4,122 shares; 2025Q1: 4,989 shares; 2025Q2: 4,973 shares; 2025Q3: 5,301 shares; 2025Q4: 5,130 shares; 2026Q1: 5,097 shares 5,097 $708K 0.01% -33 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 54,454 shares; 2025Q1: 66,782 shares; 2025Q2: 67,437 shares; 2025Q3: 75,437 shares; 2025Q4: 95,601 shares; 2026Q1: 95,601 shares 95,601 $707K 0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 400 shares; 2025Q2: 21,380 shares; 2025Q3: 21,555 shares; 2025Q4: 21,457 shares; 2026Q1: 30,704 shares 30,704 $706K 0.01% +9,247 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,183 shares; 2024Q4: 27,267 shares; 2025Q1: 29,700 shares; 2025Q2: 31,834 shares; 2025Q3: 33,071 shares; 2025Q4: 27,048 shares; 2026Q1: 33,625 shares 33,625 $698K 0.01% +6,577 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 4,478 shares; 2025Q1: 4,848 shares; 2025Q2: 4,916 shares; 2025Q3: 5,077 shares; 2025Q4: 3,960 shares; 2026Q1: 3,380 shares 3,380 $696K 0.01% -580 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,085 shares; 2026Q1: 7,808 shares 7,808 $695K 0.01% -1,277 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 2,069 shares; 2025Q1: 2,471 shares; 2025Q2: 3,012 shares; 2025Q3: 3,284 shares; 2025Q4: 2,795 shares; 2026Q1: 9,291 shares 9,291 $692K 0.01% +6,496 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,358 shares; 2025Q1: 8,404 shares; 2025Q2: 8,358 shares; 2025Q3: 9,533 shares; 2025Q4: 8,666 shares; 2026Q1: 8,568 shares 8,568 $691K 0.01% -98 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,996 shares; 2025Q1: 4,242 shares; 2025Q2: 3,979 shares; 2025Q3: 4,121 shares; 2025Q4: 4,355 shares; 2026Q1: 4,725 shares 4,725 $690K 0.01% +370 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: 14,123 shares; 2024Q4: 7,398 shares; 2025Q1: 8,070 shares; 2025Q2: 7,247 shares; 2025Q3: 7,573 shares; 2025Q4: 8,719 shares; 2026Q1: 8,430 shares 8,430 $689K 0.01% -289 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,126 shares; 2024Q4: 56,687 shares; 2025Q1: 55,747 shares; 2025Q2: 55,747 shares; 2025Q3: 54,782 shares; 2025Q4: 42,354 shares; 2026Q1: 41,464 shares 41,464 $687K 0.01% -890 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: 4,550 shares; 2024Q4: 2,792 shares; 2025Q1: 3,144 shares; 2025Q2: 2,883 shares; 2025Q3: 2,480 shares; 2025Q4: 2,294 shares; 2026Q1: 2,107 shares 2,107 $687K 0.01% -187 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 8,038 shares; 2025Q1: 11,307 shares; 2025Q2: 12,708 shares; 2025Q3: 9,940 shares; 2025Q4: 9,586 shares; 2026Q1: 12,644 shares 12,644 $684K 0.01% +3,058 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 11,231 shares; 2025Q1: 12,976 shares; 2025Q2: 16,556 shares; 2025Q3: 15,944 shares; 2025Q4: 14,903 shares; 2026Q1: 15,939 shares 15,939 $684K 0.01% +1,036 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,782 shares; 2024Q4: 56,221 shares; 2025Q1: 77,678 shares; 2025Q2: 99,341 shares; 2025Q3: 137,738 shares; 2025Q4: 85,486 shares; 2026Q1: 75,486 shares 75,486 $678K 0.01% -10,000 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: 6,520 shares; 2024Q4: 3,526 shares; 2025Q1: 3,998 shares; 2025Q2: 4,497 shares; 2025Q3: 5,640 shares; 2025Q4: 5,033 shares; 2026Q1: 4,855 shares 4,855 $677K 0.01% -178 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: 6,523 shares; 2024Q4: 4,224 shares; 2025Q1: 4,935 shares; 2025Q2: 7,591 shares; 2025Q3: 8,254 shares; 2025Q4: 4,741 shares; 2026Q1: 5,153 shares 5,153 $675K 0.01% +412 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: 6,968 shares; 2024Q4: 3,553 shares; 2025Q1: 3,571 shares; 2025Q2: 3,636 shares; 2025Q3: 3,841 shares; 2025Q4: 3,717 shares; 2026Q1: 3,702 shares 3,702 $675K 0.01% -15 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 2,564 shares; 2025Q1: 3,249 shares; 2025Q2: 8,305 shares; 2025Q3: 8,756 shares; 2025Q4: 8,306 shares; 2026Q1: 7,962 shares 7,962 $674K 0.01% -344 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,702 shares; 2025Q1: 3,725 shares; 2025Q2: 4,366 shares; 2025Q3: 4,372 shares; 2025Q4: 4,531 shares; 2026Q1: 5,709 shares 5,709 $668K 0.01% +1,178 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 16,891 shares; 2025Q1: 13,753 shares; 2025Q2: 15,153 shares; 2025Q3: 14,832 shares; 2025Q4: 16,050 shares; 2026Q1: 18,794 shares 18,794 $668K 0.01% +2,744 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 4,217 shares; 2025Q1: 5,157 shares; 2025Q2: 5,419 shares; 2025Q3: 5,648 shares; 2025Q4: 4,310 shares; 2026Q1: 5,029 shares 5,029 $667K 0.01% +719 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 14,283 shares; 2025Q4: 14,975 shares; 2026Q1: 14,992 shares 14,992 $666K 0.01% +17 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: 4,320 shares; 2024Q4: 2,525 shares; 2025Q1: 2,913 shares; 2025Q2: 3,066 shares; 2025Q3: 3,306 shares; 2025Q4: 2,995 shares; 2026Q1: 1,522 shares 1,522 $660K 0.01% -1,473 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,838 shares; 2024Q4: 3,304 shares; 2025Q1: 1,188 shares; 2025Q2: 16,296 shares; 2025Q3: 16,373 shares; 2025Q4: 16,458 shares; 2026Q1: 21,623 shares 21,623 $659K 0.01% +5,165 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 12,538 shares; 2025Q1: 14,039 shares; 2025Q2: 16,111 shares; 2025Q3: 16,949 shares; 2025Q4: 15,336 shares; 2026Q1: 14,078 shares 14,078 $659K 0.01% -1,258 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 11,432 shares; 2025Q1: 16,638 shares; 2025Q2: 16,434 shares; 2025Q3: 16,834 shares; 2025Q4: 15,837 shares; 2026Q1: 11,605 shares 11,605 $657K 0.01% -4,232 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 3,792 shares; 2025Q1: 4,819 shares; 2025Q2: 12,592 shares; 2025Q3: 12,416 shares; 2025Q4: 17,143 shares; 2026Q1: 11,230 shares 11,230 $657K 0.01% -5,913 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,301 shares; 2024Q4: 23,872 shares; 2025Q1: 21,512 shares; 2025Q2: 19,882 shares; 2025Q3: 19,571 shares; 2025Q4: 18,667 shares; 2026Q1: 13,934 shares 13,934 $655K 0.01% -4,733 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 6,610 shares; 2025Q1: 8,090 shares; 2025Q2: 8,744 shares; 2025Q3: 9,460 shares; 2025Q4: 9,141 shares; 2026Q1: 9,356 shares 9,356 $649K 0.01% +215 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,076 shares; 2025Q1: 1,326 shares; 2025Q2: 1,477 shares; 2025Q3: 1,611 shares; 2025Q4: 1,579 shares; 2026Q1: 1,624 shares 1,624 $649K 0.01% +45 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 6,364 shares; 2025Q1: 6,124 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,780 shares; 2026Q1: 6,889 shares 6,889 $646K 0.01% -891 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,425 shares; 2024Q4: 131,362 shares; 2025Q1: 149,600 shares; 2025Q2: 146,197 shares; 2025Q3: 133,456 shares; 2025Q4: 124,960 shares; 2026Q1: 128,361 shares 128,361 $646K 0.01% +3,401 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 16,431 shares; 2025Q1: 17,319 shares; 2025Q2: 34,487 shares; 2025Q3: 36,650 shares; 2025Q4: 33,186 shares; 2026Q1: 31,099 shares 31,099 $644K 0.01% -2,087 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 4,738 shares; 2025Q1: 5,126 shares; 2025Q2: 5,703 shares; 2025Q3: 4,201 shares; 2025Q4: 3,472 shares; 2026Q1: 4,137 shares 4,137 $643K 0.01% +665 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 37,345 shares; 2025Q1: 39,646 shares; 2025Q2: 42,635 shares; 2025Q3: 30,278 shares; 2025Q4: 30,393 shares; 2026Q1: 20,014 shares 20,014 $641K 0.01% -10,379 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: 24,818 shares; 2024Q4: 23,733 shares; 2025Q1: 24,649 shares; 2025Q2: 23,057 shares; 2025Q3: 23,559 shares; 2025Q4: 19,455 shares; 2026Q1: 19,090 shares 19,090 $640K 0.01% -365 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: 13,096 shares; 2024Q4: 10,302 shares; 2025Q1: 11,148 shares; 2025Q2: 11,461 shares; 2025Q3: 11,391 shares; 2025Q4: 9,917 shares; 2026Q1: 7,878 shares 7,878 $638K 0.01% -2,039 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 3,147 shares; 2025Q1: 3,888 shares; 2025Q2: 4,544 shares; 2025Q3: 4,727 shares; 2025Q4: 4,752 shares; 2026Q1: 4,625 shares 4,625 $635K 0.01% -127 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: 5,311 shares; 2024Q4: 2,403 shares; 2025Q1: 2,381 shares; 2025Q2: 2,396 shares; 2025Q3: 2,404 shares; 2025Q4: 2,392 shares; 2026Q1: 2,267 shares 2,267 $633K 0.01% -125 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: 15,234 shares; 2024Q4: 16,295 shares; 2025Q1: 17,304 shares; 2025Q2: 19,410 shares; 2025Q3: 17,923 shares; 2025Q4: 17,794 shares; 2026Q1: 15,154 shares 15,154 $631K 0.01% -2,640 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 310 shares; 2025Q1: 338 shares; 2025Q2: 401 shares; 2025Q3: 863 shares; 2025Q4: 1,305 shares; 2026Q1: 2,330 shares 2,330 $630K 0.01% +1,025 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: 5,468 shares; 2024Q4: 1,811 shares; 2025Q1: 2,379 shares; 2025Q2: 2,759 shares; 2025Q3: 4,744 shares; 2025Q4: 3,799 shares; 2026Q1: 5,314 shares 5,314 $630K 0.01% +1,515 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: 5,503 shares; 2024Q4: 3,255 shares; 2025Q1: 3,108 shares; 2025Q2: 2,861 shares; 2025Q3: 2,981 shares; 2025Q4: 3,004 shares; 2026Q1: 2,969 shares 2,969 $628K 0.01% -35 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 1,477 shares; 2025Q1: 1,483 shares; 2025Q2: 4,746 shares; 2025Q3: 1,221 shares; 2025Q4: 1,091 shares; 2026Q1: 2,498 shares 2,498 $626K 0.01% +1,407 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,328 shares; 2025Q1: 3,971 shares; 2025Q2: 4,233 shares; 2025Q3: 4,459 shares; 2025Q4: 4,120 shares; 2026Q1: 4,339 shares 4,339 $622K 0.01% +219 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,191 shares; 2024Q4: 21,814 shares; 2025Q1: 20,307 shares; 2025Q2: 20,307 shares; 2025Q3: 19,098 shares; 2025Q4: 16,321 shares; 2026Q1: 17,196 shares 17,196 $621K 0.01% +875 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,826 shares; 2024Q4: 8,676 shares; 2025Q1: 11,603 shares; 2025Q2: 13,432 shares; 2025Q3: 15,313 shares; 2025Q4: 15,135 shares; 2026Q1: 14,715 shares 14,715 $621K 0.01% -420 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,544 shares; 2025Q1: 1,645 shares; 2025Q2: 1,790 shares; 2025Q3: 1,697 shares; 2025Q4: 1,594 shares; 2026Q1: 1,637 shares 1,637 $618K 0.01% +43 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: 5,945 shares; 2024Q4: 1,517 shares; 2025Q1: 1,549 shares; 2025Q2: 1,715 shares; 2025Q3: 1,777 shares; 2025Q4: 1,816 shares; 2026Q1: 5,238 shares 5,238 $616K 0.01% +3,422 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,086 shares; 2024Q4: 22,761 shares; 2025Q1: 22,590 shares; 2025Q2: 24,045 shares; 2025Q3: 24,033 shares; 2025Q4: 23,704 shares; 2026Q1: 23,742 shares 23,742 $614K 0.01% +38 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 31,950 shares; 2025Q1: 25,716 shares; 2025Q2: 26,296 shares; 2025Q3: 26,846 shares; 2025Q4: 27,386 shares; 2026Q1: 27,939 shares 27,939 $612K 0.01% +553 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,509 shares; 2025Q1: 6,776 shares; 2025Q2: 7,057 shares; 2025Q3: 7,633 shares; 2025Q4: 7,435 shares; 2026Q1: 7,526 shares 7,526 $609K 0.01% +91 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,218 shares; 2025Q1: 1,081 shares; 2025Q2: 964 shares; 2025Q3: 1,399 shares; 2025Q4: 1,193 shares; 2026Q1: 1,256 shares 1,256 $609K 0.01% +63 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,074 shares; 2024Q4: 12,246 shares; 2025Q1: 16,111 shares; 2025Q2: 16,554 shares; 2025Q3: 17,805 shares; 2025Q4: 9,235 shares; 2026Q1: 15,315 shares 15,315 $609K 0.01% +6,080 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 6,586 shares; 2025Q1: 8,228 shares; 2025Q2: 8,804 shares; 2025Q3: 9,445 shares; 2025Q4: 8,849 shares; 2026Q1: 9,203 shares 9,203 $607K 0.01% +354 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: 5,785 shares; 2024Q4: 3,590 shares; 2025Q1: 3,902 shares; 2025Q2: 3,616 shares; 2025Q3: 4,324 shares; 2025Q4: 3,734 shares; 2026Q1: 3,523 shares 3,523 $603K 0.01% -211 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 3,747 shares; 2025Q1: 3,992 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 26,118 shares; 2026Q1: 29,060 shares 29,060 $602K 0.01% +2,942 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 18,741 shares; 2025Q1: 25,925 shares; 2025Q2: 26,468 shares; 2025Q3: 21,328 shares; 2025Q4: 21,274 shares; 2026Q1: 19,666 shares 19,666 $600K 0.01% -1,608 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 5,878 shares; 2025Q1: 1,853 shares; 2025Q2: 1,309 shares; 2025Q3: 2,128 shares; 2025Q4: 1,676 shares; 2026Q1: 15,958 shares 15,958 $600K 0.01% +14,282 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,694 shares; 2024Q4: 873 shares; 2025Q1: 24,867 shares; 2025Q2: 36,912 shares; 2025Q3: 36,912 shares; 2025Q4: 33,937 shares; 2026Q1: 33,937 shares 33,937 $598K 0.01% 0 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: 13,159 shares; 2024Q4: 8,113 shares; 2025Q1: 9,983 shares; 2025Q2: 8,343 shares; 2025Q3: 9,411 shares; 2025Q4: 8,854 shares; 2026Q1: 8,213 shares 8,213 $598K 0.01% -641 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 280 shares; 2025Q1: 331 shares; 2025Q2: 228 shares; 2025Q3: 279 shares; 2025Q4: 239 shares; 2026Q1: 772 shares 772 $596K 0.01% +533 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,475 shares; 2026Q1: 5,151 shares 5,151 $594K 0.01% -324 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: 5,688 shares; 2024Q4: 956 shares; 2025Q1: 1,757 shares; 2025Q2: 3,083 shares; 2025Q3: 3,208 shares; 2025Q4: 3,079 shares; 2026Q1: 2,971 shares 2,971 $587K 0.01% -108 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: 2,975 shares; 2024Q4: 1,079 shares; 2025Q1: 1,103 shares; 2025Q2: 496 shares; 2025Q3: 1,299 shares; 2025Q4: 1,104 shares; 2026Q1: 1,479 shares 1,479 $586K 0.01% +375 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: 906 shares; 2024Q4: 301 shares; 2025Q1: 310 shares; 2025Q2: 348 shares; 2025Q3: 314 shares; 2025Q4: 335 shares; 2026Q1: 802 shares 802 $584K 0.01% +467 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 26,375 shares; 2025Q1: 31,475 shares; 2025Q2: 33,396 shares; 2025Q3: 35,012 shares; 2025Q4: 32,855 shares; 2026Q1: 28,138 shares 28,138 $578K 0.01% -4,717 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 3,651 shares; 2025Q1: 3,494 shares; 2025Q2: 3,784 shares; 2025Q3: 4,044 shares; 2025Q4: 3,856 shares; 2026Q1: 4,016 shares 4,016 $577K 0.01% +160 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: 719 shares; 2024Q4: 754 shares; 2025Q1: 945 shares; 2025Q2: 926 shares; 2025Q3: 897 shares; 2025Q4: 1,102 shares; 2026Q1: 932 shares 932 $575K 0.01% -170 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 5,288 shares; 2025Q1: 5,691 shares; 2025Q2: 5,366 shares; 2025Q3: 4,728 shares; 2025Q4: 4,806 shares; 2026Q1: 4,380 shares 4,380 $574K 0.01% -426 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: 3,876 shares; 2024Q4: 5,027 shares; 2025Q1: 4,762 shares; 2025Q2: 17,982 shares; 2025Q3: 19,061 shares; 2025Q4: 19,024 shares; 2026Q1: 19,700 shares 19,700 $574K 0.01% +676 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: 6,988 shares; 2024Q4: 23,082 shares; 2025Q1: 19,244 shares; 2025Q2: 19,230 shares; 2025Q3: 23,645 shares; 2025Q4: 22,574 shares; 2026Q1: 22,321 shares 22,321 $572K 0.01% -253 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,006 shares; 2024Q4: 26,142 shares; 2025Q1: 30,251 shares; 2025Q2: 34,023 shares; 2025Q3: 35,484 shares; 2025Q4: 35,802 shares; 2026Q1: 40,157 shares 40,157 $572K 0.01% +4,355 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: 3,374 shares; 2024Q4: 4,983 shares; 2025Q1: 5,136 shares; 2025Q2: 5,009 shares; 2025Q3: 5,036 shares; 2025Q4: 4,913 shares; 2026Q1: 4,714 shares 4,714 $571K 0.01% -199 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: 3,982 shares; 2024Q4: 1,716 shares; 2025Q1: 1,364 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares; 2025Q4: 2,493 shares; 2026Q1: 1,928 shares 1,928 $569K 0.01% -565 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: 1,852 shares; 2024Q4: 1,155 shares; 2025Q1: 1,364 shares; 2025Q2: 1,490 shares; 2025Q3: 1,704 shares; 2025Q4: 8,059 shares; 2026Q1: 5,434 shares 5,434 $568K 0.01% -2,625 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,767 shares; 2025Q1: 2,952 shares; 2025Q2: 3,152 shares; 2025Q3: 3,261 shares; 2025Q4: 2,993 shares; 2026Q1: 3,003 shares 3,003 $568K 0.01% +10 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: 4,292 shares; 2024Q4: 9,855 shares; 2025Q1: 21,926 shares; 2025Q2: 21,961 shares; 2025Q3: 22,375 shares; 2025Q4: 22,650 shares; 2026Q1: 22,489 shares 22,489 $564K 0.01% -161 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 533 shares; 2025Q1: 574 shares; 2025Q2: 2,802 shares; 2025Q3: 2,883 shares; 2025Q4: 2,774 shares; 2026Q1: 2,735 shares 2,735 $564K 0.01% -39 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 5,862 shares; 2025Q1: 6,338 shares; 2025Q2: 3,936 shares; 2025Q3: 3,936 shares; 2025Q4: 1,529 shares; 2026Q1: 23,487 shares 23,487 $562K 0.01% +21,958 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,056 shares; 2024Q4: 51,476 shares; 2025Q1: 10,980 shares; 2025Q2: 10,539 shares; 2025Q3: 9,808 shares; 2025Q4: 9,837 shares; 2026Q1: 9,795 shares 9,795 $560K 0.01% -42 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: 8,761 shares; 2024Q4: 15,011 shares; 2025Q1: 20,129 shares; 2025Q2: 19,910 shares; 2025Q3: 15,785 shares; 2025Q4: 5,285 shares; 2026Q1: 5,619 shares 5,619 $553K 0.01% +334 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 14,554 shares; 2025Q4: 15,163 shares; 2026Q1: 15,833 shares 15,833 $550K 0.01% +670 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 457 shares; 2025Q1: 559 shares; 2025Q2: 3,434 shares; 2025Q3: 3,385 shares; 2025Q4: 3,398 shares; 2026Q1: 5,928 shares 5,928 $547K 0.01% +2,530 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 1,545 shares; 2025Q1: 1,544 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 48,055 shares; 2026Q1: 45,490 shares 45,490 $543K 0.01% -2,565 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 4,374 shares; 2025Q1: 6,069 shares; 2025Q2: 6,710 shares; 2025Q3: 7,050 shares; 2025Q4: 6,946 shares; 2026Q1: 8,751 shares 8,751 $542K 0.01% +1,805 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: 6,175 shares; 2024Q4: 2,076 shares; 2025Q1: 2,153 shares; 2025Q2: 2,086 shares; 2025Q3: 3,535 shares; 2025Q4: 2,229 shares; 2026Q1: 2,207 shares 2,207 $539K 0.01% -22 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: 1,405 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,235 shares; 2025Q3: 1,168 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $538K 0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,773 shares; 2024Q4: 21,784 shares; 2025Q1: 29,051 shares; 2025Q2: 31,575 shares; 2025Q3: 42,000 shares; 2025Q4: 38,989 shares; 2026Q1: 37,417 shares 37,417 $538K 0.01% -1,572 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: 2,415 shares; 2024Q4: 2,072 shares; 2025Q1: 2,062 shares; 2025Q2: 2,486 shares; 2025Q3: 2,666 shares; 2025Q4: 2,487 shares; 2026Q1: 2,479 shares 2,479 $537K 0.01% -8 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,813 shares; 2025Q1: 12,782 shares; 2025Q2: 14,540 shares; 2025Q3: 14,846 shares; 2025Q4: 14,242 shares; 2026Q1: 10,149 shares 10,149 $536K 0.01% -4,093 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 10,023 shares; 2025Q1: 25,650 shares; 2025Q2: 33,302 shares; 2025Q3: 35,093 shares; 2025Q4: 35,254 shares; 2026Q1: 11,826 shares 11,826 $534K 0.01% -23,428 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 6,041 shares; 2025Q1: 5,934 shares; 2025Q2: 5,499 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,971 shares 5,971 $526K 0.01% +971 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 6,279 shares; 2025Q1: 5,820 shares; 2025Q2: 5,669 shares; 2025Q3: 5,376 shares; 2025Q4: 5,789 shares; 2026Q1: 13,754 shares 13,754 $525K 0.01% +7,965 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,247 shares; 2024Q4: 112,700 shares; 2025Q1: 144,831 shares; 2025Q2: 171,624 shares; 2025Q3: 196,934 shares; 2025Q4: 185,808 shares; 2026Q1: 179,815 shares 179,815 $525K 0.01% -5,993 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,584 shares; 2024Q4: 14,609 shares; 2025Q1: 16,540 shares; 2025Q2: 17,993 shares; 2025Q3: 18,122 shares; 2025Q4: 16,904 shares; 2026Q1: 15,663 shares 15,663 $523K 0.01% -1,241 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,563 shares; 2025Q1: 3,159 shares; 2025Q2: 4,293 shares; 2025Q3: 4,378 shares; 2025Q4: 4,334 shares; 2026Q1: 4,676 shares 4,676 $521K 0.01% +342 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: 2,353 shares; 2024Q4: 1,650 shares; 2025Q1: 1,797 shares; 2025Q2: 1,805 shares; 2025Q3: 1,890 shares; 2025Q4: 1,785 shares; 2026Q1: 1,788 shares 1,788 $519K 0.01% +3 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,845 shares; 2024Q4: 15,543 shares; 2025Q1: 15,718 shares; 2025Q2: 15,185 shares; 2025Q3: 15,185 shares; 2025Q4: 15,238 shares; 2026Q1: 3,182 shares 3,182 $515K 0.01% -12,056 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: 1,655 shares; 2024Q4: 1,560 shares; 2025Q1: 1,568 shares; 2025Q2: 1,335 shares; 2025Q3: 1,320 shares; 2025Q4: 1,264 shares; 2026Q1: 1,441 shares 1,441 $514K 0.01% +177 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 13,495 shares; 2025Q1: 10,570 shares; 2025Q2: 10,696 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares; 2026Q1: 10,908 shares 10,908 $513K 0.01% +338 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 11,888 shares; 2025Q1: 10,274 shares; 2025Q2: 9,712 shares; 2025Q3: 9,297 shares; 2025Q4: 8,927 shares; 2026Q1: 7,543 shares 7,543 $512K 0.01% -1,384 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,526 shares; 2025Q1: 5,793 shares; 2025Q2: 6,287 shares; 2025Q3: 6,904 shares; 2025Q4: 5,711 shares; 2026Q1: 2,963 shares 2,963 $511K 0.01% -2,748 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,985 shares; 2025Q1: 1,924 shares; 2025Q2: 4,443 shares; 2025Q3: 4,557 shares; 2025Q4: 4,908 shares; 2026Q1: 5,100 shares 5,100 $511K 0.01% +192 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 90 shares; 2025Q1: 207 shares; 2025Q2: 1,675 shares; 2025Q3: 1,725 shares; 2025Q4: 1,863 shares; 2026Q1: 3,148 shares 3,148 $509K 0.01% +1,285 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: 19,715 shares; 2024Q4: 5,797 shares; 2025Q1: 6,025 shares; 2025Q2: 6,521 shares; 2025Q3: 6,623 shares; 2025Q4: 7,922 shares; 2026Q1: 7,061 shares 7,061 $508K 0.01% -861 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,131 shares; 2025Q1: 3,121 shares; 2025Q2: 3,199 shares; 2025Q3: 3,128 shares; 2025Q4: 2,382 shares; 2026Q1: 2,917 shares 2,917 $502K 0.01% +535 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to 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: 12,414 shares 12,414 $497K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,694 shares; 2025Q1: 1,939 shares; 2025Q2: 2,389 shares; 2025Q3: 2,536 shares; 2025Q4: 1,878 shares; 2026Q1: 3,257 shares 3,257 $493K 0.01% +1,379 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: 2,737 shares; 2024Q4: 1,206 shares; 2025Q1: 1,313 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 5,238 shares; 2026Q1: 5,249 shares 5,249 $490K 0.01% +11 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,410 shares; 2025Q1: 6,078 shares; 2025Q2: 7,218 shares; 2025Q3: 7,873 shares; 2025Q4: 6,925 shares; 2026Q1: 6,462 shares 6,462 $488K 0.01% -463 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 11,586 shares; 2025Q1: 11,688 shares; 2025Q2: 11,863 shares; 2025Q3: 11,990 shares; 2025Q4: 11,002 shares; 2026Q1: 10,616 shares 10,616 $486K 0.01% -386 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,336 shares; 2024Q4: 11,560 shares; 2025Q1: 22,713 shares; 2025Q2: 20,773 shares; 2025Q3: 13,620 shares; 2025Q4: 12,371 shares; 2026Q1: 18,573 shares 18,573 $484K 0.01% +6,202 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 1,051 shares; 2025Q4: 208 shares; 2026Q1: 5,899 shares 5,899 $481K 0.01% +5,691 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 977 shares; 2025Q1: 2,256 shares; 2025Q2: 3,313 shares; 2025Q3: 3,648 shares; 2025Q4: 3,419 shares; 2026Q1: 3,358 shares 3,358 $480K 0.01% -61 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,064 shares; 2025Q1: 7,772 shares; 2025Q2: 8,254 shares; 2025Q3: 36,168 shares; 2025Q4: 34,460 shares; 2026Q1: 25,630 shares 25,630 $479K 0.01% -8,830 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 16,030 shares; 2025Q1: 16,881 shares; 2025Q2: 18,340 shares; 2025Q3: 17,878 shares; 2025Q4: 17,544 shares; 2026Q1: 17,407 shares 17,407 $478K 0.01% -137 Timeline EIS 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 4,481 shares; 2025Q2: 4,481 shares; 2025Q3: 4,559 shares; 2025Q4: 4,548 shares; 2026Q1: 4,112 shares 4,112 $477K 0.01% -436 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: 1,086 shares; 2024Q4: 1,634 shares; 2025Q1: 1,067 shares; 2025Q2: 2,252 shares; 2025Q3: 1,602 shares; 2025Q4: 2,122 shares; 2026Q1: 3,262 shares 3,262 $475K 0.01% +1,140 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,529 shares; 2025Q1: 7,424 shares; 2025Q2: 8,908 shares; 2025Q3: 8,939 shares; 2025Q4: 8,213 shares; 2026Q1: 5,984 shares 5,984 $475K 0.01% -2,229 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: 6,671 shares; 2026Q1: 6,217 shares 6,217 $473K 0.01% -454 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 4,108 shares; 2025Q3: 4,543 shares; 2025Q4: 4,729 shares; 2026Q1: 5,044 shares 5,044 $473K 0.01% +315 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 2,451 shares; 2025Q1: 3,044 shares; 2025Q2: 3,518 shares; 2025Q3: 3,623 shares; 2025Q4: 3,499 shares; 2026Q1: 3,991 shares 3,991 $471K 0.01% +492 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,181 shares; 2025Q1: 1,584 shares; 2025Q2: 1,957 shares; 2025Q3: 2,054 shares; 2025Q4: 1,822 shares; 2026Q1: 1,922 shares 1,922 $470K 0.01% +100 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: 19,843 shares; 2025Q2: 19,843 shares; 2025Q3: 19,843 shares; 2025Q4: 19,843 shares; 2026Q1: 19,843 shares 19,843 $470K 0.01% 0 Timeline KC KINGSOFT CLOUD HLDGS LTD More: the full row for KINGSOFT CLOUD HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,888 shares; 2024Q4: 910 shares; 2025Q1: 982 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 25,204 shares; 2026Q1: 35,085 shares 35,085 $469K 0.01% +9,881 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 3,803 shares; 2025Q1: 3,827 shares; 2025Q2: 3,739 shares; 2025Q3: 3,060 shares; 2025Q4: 2,741 shares; 2026Q1: 2,164 shares 2,164 $468K 0.01% -577 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,247 shares; 2024Q4: 69,122 shares; 2025Q1: 69,122 shares; 2025Q2: 69,122 shares; 2025Q3: 69,122 shares; 2025Q4: 69,122 shares; 2026Q1: 69,122 shares 69,122 $468K 0.01% 0 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: 255 shares; 2024Q4: 87 shares; 2025Q1: 97 shares; 2025Q2: 106 shares; 2025Q3: 116 shares; 2025Q4: 104 shares; 2026Q1: 110 shares 110 $463K 0.01% +6 Timeline