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: 175,228 shares; 2024Q4: 186,100 shares; 2025Q1: 191,279 shares; 2025Q2: 178,258 shares; 2025Q3: 163,361 shares; 2025Q4: 161,991 shares; 2026Q1: 157,981 shares 157,981 $40.1M 2.75% -4,010 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: 327,970 shares; 2024Q4: 403,443 shares; 2025Q1: 403,548 shares; 2025Q2: 999,167 shares; 2025Q3: 360,342 shares; 2025Q4: 714,098 shares; 2026Q1: 678,710 shares 678,710 $38.5M 2.65% -35,388 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: 229,424 shares; 2024Q4: 227,518 shares; 2025Q1: 226,029 shares; 2025Q2: 210,385 shares; 2025Q3: 184,175 shares; 2025Q4: 178,459 shares; 2026Q1: 188,065 shares 188,065 $32.8M 2.25% +9,606 Timeline BWX 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: 3,770,463 shares; 2024Q4: 1,401,933 shares; 2025Q1: 1,610,568 shares; 2025Q2: 1,627,532 shares; 2025Q3: 1,672,822 shares; 2025Q4: 1,532,256 shares; 2026Q1: 1,433,737 shares 1,433,737 $31.5M 2.16% -98,519 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: 86,294 shares; 2024Q4: 88,123 shares; 2025Q1: 89,426 shares; 2025Q2: 87,388 shares; 2025Q3: 80,564 shares; 2025Q4: 77,614 shares; 2026Q1: 80,329 shares 80,329 $29.7M 2.04% +2,715 Timeline JNK 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: 201,355 shares; 2024Q4: 195,173 shares; 2025Q1: 241,291 shares; 2025Q2: 243,634 shares; 2025Q3: 271,759 shares; 2025Q4: 280,465 shares; 2026Q1: 296,086 shares 296,086 $28.3M 1.95% +15,621 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: 488,305 shares; 2024Q4: 471,564 shares; 2025Q1: 437,788 shares; 2025Q2: 375,226 shares; 2025Q3: 414,770 shares; 2025Q4: 358,431 shares; 2026Q1: 316,911 shares 316,911 $27.9M 1.92% -41,520 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: 216,633 shares; 2024Q4: 230,933 shares; 2025Q1: 245,456 shares; 2025Q2: 300,912 shares; 2025Q3: 370,069 shares; 2025Q4: 408,943 shares; 2026Q1: 444,810 shares 444,810 $24.6M 1.69% +35,867 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706,342 shares; 2024Q4: 565,472 shares; 2025Q1: 609,254 shares; 2025Q2: 576,026 shares; 2025Q3: 576,073 shares; 2025Q4: 617,443 shares; 2026Q1: 588,155 shares 588,155 $24.1M 1.66% -29,288 Timeline LEMB 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: 613,121 shares; 2024Q4: 621,425 shares; 2025Q1: 643,878 shares; 2025Q2: 628,039 shares; 2025Q3: 620,318 shares; 2025Q4: 616,576 shares; 2026Q1: 561,406 shares 561,406 $22.9M 1.57% -55,170 Timeline IBND 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: 616,152 shares; 2024Q4: 601,269 shares; 2025Q1: 1,136,116 shares; 2025Q2: 649,084 shares; 2025Q3: 698,228 shares; 2025Q4: 705,423 shares; 2026Q1: 709,148 shares 709,148 $22M 1.51% +3,725 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,444 shares; 2024Q4: 214,511 shares; 2025Q1: 251,058 shares; 2025Q2: 231,476 shares; 2025Q3: 234,941 shares; 2025Q4: 230,949 shares; 2026Q1: 227,616 shares 227,616 $21.4M 1.47% -3,333 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,244 shares; 2024Q4: 702,034 shares; 2025Q1: 827,390 shares; 2025Q2: 750,070 shares; 2025Q3: 797,290 shares; 2025Q4: 794,627 shares; 2026Q1: 847,031 shares 847,031 $21.3M 1.46% +52,404 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: 370,951 shares; 2024Q4: 365,623 shares; 2025Q1: 381,639 shares; 2025Q2: 362,537 shares; 2025Q3: 365,185 shares; 2025Q4: 457,797 shares; 2026Q1: 385,513 shares 385,513 $20.8M 1.43% -72,284 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: 69,701 shares; 2024Q4: 83,036 shares; 2025Q1: 73,052 shares; 2025Q2: 55,508 shares; 2025Q3: 69,640 shares; 2025Q4: 61,834 shares; 2026Q1: 91,277 shares 91,277 $19.8M 1.36% +29,443 Timeline PICB 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: 727,378 shares; 2024Q4: 756,412 shares; 2025Q1: 859,926 shares; 2025Q2: 850,524 shares; 2025Q3: 860,917 shares; 2025Q4: 879,424 shares; 2026Q1: 835,786 shares 835,786 $19.3M 1.33% -43,638 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,173 shares; 2024Q4: 193,713 shares; 2025Q1: 254,909 shares; 2025Q2: 258,306 shares; 2025Q3: 278,209 shares; 2025Q4: 294,878 shares; 2026Q1: 293,661 shares 293,661 $19.3M 1.32% -1,217 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: 310,046 shares; 2024Q4: 298,019 shares; 2025Q1: 301,229 shares; 2025Q2: 277,154 shares; 2025Q3: 277,366 shares; 2025Q4: 271,956 shares; 2026Q1: 239,807 shares 239,807 $17.8M 1.22% -32,149 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: 57,553 shares; 2024Q4: 57,528 shares; 2025Q1: 307,565 shares; 2025Q2: 401,731 shares; 2025Q3: 54,413 shares; 2025Q4: 54,079 shares; 2026Q1: 258,074 shares 258,074 $17.5M 1.2% +203,995 Timeline BWZ 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: 645,654 shares; 2024Q4: 704,702 shares; 2025Q1: 697,614 shares; 2025Q2: 572,833 shares; 2025Q3: 606,588 shares; 2025Q4: 594,355 shares; 2026Q1: 640,878 shares 640,878 $17.3M 1.18% +46,523 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: 78,127 shares; 2024Q4: 71,482 shares; 2025Q1: 70,830 shares; 2025Q2: 60,773 shares; 2025Q3: 59,429 shares; 2025Q4: 51,492 shares; 2026Q1: 38,872 shares 38,872 $16.7M 1.15% -12,620 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: 249,847 shares; 2024Q4: 240,446 shares; 2025Q1: 291,331 shares; 2025Q2: 281,252 shares; 2025Q3: 319,099 shares; 2025Q4: 320,098 shares; 2026Q1: 297,605 shares 297,605 $15.7M 1.08% -22,493 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: 5,423 shares; 2024Q4: 5,491 shares; 2025Q1: 5,619 shares; 2025Q2: 5,487 shares; 2025Q3: 5,937 shares; 2025Q4: 5,942 shares; 2026Q1: 79,117 shares 79,117 $15.5M 1.07% +73,175 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,052 shares; 2024Q4: 867,096 shares; 2025Q1: 932,542 shares; 2025Q2: 731,146 shares; 2025Q3: 710,755 shares; 2025Q4: 718,922 shares; 2026Q1: 581,341 shares 581,341 $15.3M 1.05% -137,581 Timeline PGX 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: 1,327,413 shares; 2024Q4: 1,152,725 shares; 2025Q1: 1,393,688 shares; 2025Q2: 1,457,054 shares; 2025Q3: 1,550,907 shares; 2025Q4: 1,345,619 shares; 2026Q1: 1,389,774 shares 1,389,774 $15.1M 1.04% +44,155 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: 77,885 shares; 2024Q4: 79,546 shares; 2025Q1: 80,347 shares; 2025Q2: 78,983 shares; 2025Q3: 69,342 shares; 2025Q4: 68,711 shares; 2026Q1: 72,298 shares 72,298 $15.1M 1.03% +3,587 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,716 shares; 2024Q4: 86,536 shares; 2025Q1: 151,902 shares; 2025Q2: 86,418 shares; 2025Q3: 85,700 shares; 2025Q4: 115,134 shares; 2026Q1: 171,613 shares 171,613 $14.9M 1.02% +56,479 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: 329,023 shares; 2024Q4: 110,045 shares; 2025Q1: 350,649 shares; 2025Q2: 139,979 shares; 2025Q3: 145,791 shares; 2025Q4: 145,307 shares; 2026Q1: 147,860 shares 147,860 $14M 0.96% +2,553 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: 133,757 shares; 2024Q4: 136,620 shares; 2025Q1: 165,877 shares; 2025Q2: 144,979 shares; 2025Q3: 153,350 shares; 2025Q4: 161,947 shares; 2026Q1: 169,301 shares 169,301 $14M 0.96% +7,354 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: 175,441 shares; 2024Q4: 181,836 shares; 2025Q1: 182,899 shares; 2025Q2: 154,117 shares; 2025Q3: 163,375 shares; 2025Q4: 194,403 shares; 2026Q1: 199,294 shares 199,294 $13.9M 0.95% +4,891 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,386 shares; 2024Q4: 208,012 shares; 2025Q1: 202,515 shares; 2025Q2: 192,829 shares; 2025Q3: 188,079 shares; 2025Q4: 188,399 shares; 2026Q1: 182,137 shares 182,137 $13.5M 0.93% -6,262 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: 45,841 shares; 2024Q4: 43,336 shares; 2025Q1: 41,747 shares; 2025Q2: 42,418 shares; 2025Q3: 34,634 shares; 2025Q4: 34,621 shares; 2026Q1: 36,076 shares 36,076 $13.4M 0.92% +1,455 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,882 shares; 2024Q4: 213,998 shares; 2025Q1: 201,275 shares; 2025Q2: 192,812 shares; 2025Q3: 191,068 shares; 2025Q4: 184,372 shares; 2026Q1: 169,123 shares 169,123 $13.3M 0.91% -15,249 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: 48,363 shares; 2024Q4: 48,187 shares; 2025Q1: 49,237 shares; 2025Q2: 49,103 shares; 2025Q3: 43,334 shares; 2025Q4: 42,129 shares; 2026Q1: 45,303 shares 45,303 $13M 0.89% +3,174 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: 49,496 shares; 2024Q4: 49,132 shares; 2025Q1: 49,996 shares; 2025Q2: 49,946 shares; 2025Q3: 44,765 shares; 2025Q4: 43,568 shares; 2026Q1: 45,356 shares 45,356 $13M 0.89% +1,788 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,883 shares; 2024Q4: 154,613 shares; 2025Q1: 195,346 shares; 2025Q2: 174,965 shares; 2025Q3: 172,168 shares; 2025Q4: 170,484 shares; 2026Q1: 151,793 shares 151,793 $12.1M 0.83% -18,691 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: 46,122 shares; 2024Q4: 46,640 shares; 2025Q1: 46,895 shares; 2025Q2: 42,367 shares; 2025Q3: 38,383 shares; 2025Q4: 37,099 shares; 2026Q1: 38,941 shares 38,941 $12.1M 0.83% +1,842 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,889 shares; 2024Q4: 66,170 shares; 2025Q1: 75,979 shares; 2025Q2: 108,154 shares; 2025Q3: 107,449 shares; 2025Q4: 114,501 shares; 2026Q1: 117,683 shares 117,683 $11.8M 0.81% +3,182 Timeline EEMS 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: 106,696 shares; 2024Q4: 168,065 shares; 2025Q1: 180,555 shares; 2025Q2: 274,931 shares; 2025Q3: 219,032 shares; 2025Q4: 182,126 shares; 2026Q1: 161,555 shares 161,555 $11.2M 0.77% -20,571 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: 127,759 shares; 2024Q4: 130,096 shares; 2025Q1: 128,941 shares; 2025Q2: 117,308 shares; 2025Q3: 115,622 shares; 2025Q4: 115,365 shares; 2026Q1: 113,000 shares 113,000 $11M 0.75% -2,365 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: 125,363 shares; 2024Q4: 118,040 shares; 2025Q1: 120,821 shares; 2025Q2: 116,726 shares; 2025Q3: 114,510 shares; 2025Q4: 114,480 shares; 2026Q1: 94,559 shares 94,559 $10.5M 0.72% -19,921 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: 120,126 shares; 2024Q4: 126,933 shares; 2025Q1: 135,187 shares; 2025Q2: 127,722 shares; 2025Q3: 132,854 shares; 2025Q4: 134,584 shares; 2026Q1: 132,314 shares 132,314 $10.5M 0.72% -2,270 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: 115,972 shares; 2024Q4: 99,438 shares; 2025Q1: 89,536 shares; 2025Q2: 90,745 shares; 2025Q3: 102,896 shares; 2025Q4: 104,399 shares; 2026Q1: 108,858 shares 108,858 $9.66M 0.66% +4,459 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,842 shares; 2024Q4: 174,561 shares; 2025Q1: 178,653 shares; 2025Q2: 154,085 shares; 2025Q3: 150,794 shares; 2025Q4: 169,987 shares; 2026Q1: 159,151 shares 159,151 $9.56M 0.66% -10,836 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: 9,875 shares; 2024Q4: 9,602 shares; 2025Q1: 9,712 shares; 2025Q2: 9,710 shares; 2025Q3: 9,316 shares; 2025Q4: 8,858 shares; 2026Q1: 9,227 shares 9,227 $9.19M 0.63% +369 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: 17,960 shares; 2024Q4: 18,140 shares; 2025Q1: 17,897 shares; 2025Q2: 17,382 shares; 2025Q3: 15,102 shares; 2025Q4: 14,862 shares; 2026Q1: 16,054 shares 16,054 $9.19M 0.63% +1,192 Timeline VSS 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: 68,367 shares; 2024Q4: 70,976 shares; 2025Q1: 71,040 shares; 2025Q2: 64,194 shares; 2025Q3: 62,170 shares; 2025Q4: 62,952 shares; 2026Q1: 62,813 shares 62,813 $9.16M 0.63% -139 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 10,744 shares; 2025Q1: 11,059 shares; 2025Q2: 10,656 shares; 2025Q3: 9,851 shares; 2025Q4: 9,642 shares; 2026Q1: 9,863 shares 9,863 $9.07M 0.62% +221 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: 36,139 shares; 2024Q4: 34,786 shares; 2025Q1: 34,557 shares; 2025Q2: 32,549 shares; 2025Q3: 30,486 shares; 2025Q4: 29,404 shares; 2026Q1: 30,244 shares 30,244 $8.9M 0.61% +840 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: 11,184 shares; 2024Q4: 10,903 shares; 2025Q1: 10,965 shares; 2025Q2: 10,374 shares; 2025Q3: 10,066 shares; 2025Q4: 9,890 shares; 2026Q1: 10,058 shares 10,058 $8.51M 0.58% +168 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: 3,124 shares; 2024Q4: 29,371 shares; 2025Q1: 2,885 shares; 2025Q2: 2,715 shares; 2025Q3: 25,889 shares; 2025Q4: 4,162 shares; 2026Q1: 24,422 shares 24,422 $7.38M 0.51% +20,260 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,751 shares; 2024Q4: 73,824 shares; 2025Q1: 174,832 shares; 2025Q2: 63,714 shares; 2025Q3: 61,883 shares; 2025Q4: 61,419 shares; 2026Q1: 61,077 shares 61,077 $7.24M 0.5% -342 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: 55,085 shares; 2024Q4: 55,752 shares; 2025Q1: 58,394 shares; 2025Q2: 59,695 shares; 2025Q3: 56,348 shares; 2025Q4: 55,080 shares; 2026Q1: 57,077 shares 57,077 $7.09M 0.49% +1,997 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: 30,297 shares; 2024Q4: 30,206 shares; 2025Q1: 30,837 shares; 2025Q2: 29,809 shares; 2025Q3: 27,928 shares; 2025Q4: 27,479 shares; 2026Q1: 28,524 shares 28,524 $6.97M 0.48% +1,045 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: 16,826 shares; 2024Q4: 16,889 shares; 2025Q1: 17,078 shares; 2025Q2: 18,923 shares; 2025Q3: 16,344 shares; 2025Q4: 15,068 shares; 2026Q1: 14,509 shares 14,509 $6.95M 0.48% -559 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: 5,282 shares; 2024Q4: 5,388 shares; 2025Q1: 5,493 shares; 2025Q2: 11,308 shares; 2025Q3: 11,293 shares; 2025Q4: 11,000 shares; 2026Q1: 10,628 shares 10,628 $6.91M 0.47% -372 Timeline IVOO 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: 33,337 shares; 2024Q4: 34,105 shares; 2025Q1: 38,190 shares; 2025Q2: 44,011 shares; 2025Q3: 49,635 shares; 2025Q4: 55,980 shares; 2026Q1: 60,077 shares 60,077 $6.87M 0.47% +4,097 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: 44,156 shares; 2024Q4: 43,624 shares; 2025Q1: 44,950 shares; 2025Q2: 42,487 shares; 2025Q3: 38,558 shares; 2025Q4: 36,997 shares; 2026Q1: 38,466 shares 38,466 $6.53M 0.45% +1,469 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: 2,840 shares; 2024Q4: 3,729 shares; 2025Q1: 54,697 shares; 2025Q2: 157,706 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 72,244 shares 72,244 $5.96M 0.41% +68,559 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: 13,149 shares; 2024Q4: 17,423 shares; 2025Q1: 17,693 shares; 2025Q2: 22,816 shares; 2025Q3: 21,571 shares; 2025Q4: 20,678 shares; 2026Q1: 21,329 shares 21,329 $5.77M 0.4% +651 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: 9,799 shares; 2024Q4: 9,940 shares; 2025Q1: 10,363 shares; 2025Q2: 11,750 shares; 2025Q3: 12,932 shares; 2025Q4: 14,342 shares; 2026Q1: 15,583 shares 15,583 $5.56M 0.38% +1,241 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: 110,720 shares; 2024Q4: 111,254 shares; 2025Q1: 111,657 shares; 2025Q2: 97,208 shares; 2025Q3: 92,000 shares; 2025Q4: 91,937 shares; 2026Q1: 85,487 shares 85,487 $5.48M 0.38% -6,450 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,674 shares; 2024Q4: 70,853 shares; 2025Q1: 74,320 shares; 2025Q2: 70,627 shares; 2025Q3: 68,289 shares; 2025Q4: 66,273 shares; 2026Q1: 65,968 shares 65,968 $5.45M 0.37% -305 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,721 shares; 2026Q1: 174,827 shares 174,827 $5.39M 0.37% -14,894 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: 102,950 shares; 2024Q4: 102,011 shares; 2025Q1: 124,407 shares; 2025Q2: 130,437 shares; 2025Q3: 128,589 shares; 2025Q4: 125,608 shares; 2026Q1: 108,648 shares 108,648 $5.09M 0.35% -16,960 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: 18,294 shares; 2024Q4: 18,294 shares; 2025Q1: 24,563 shares; 2025Q2: 16,601 shares; 2025Q3: 19,346 shares; 2025Q4: 38,873 shares; 2026Q1: 47,229 shares 47,229 $5.01M 0.34% +8,356 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: 55,278 shares; 2024Q4: 56,754 shares; 2025Q1: 70,235 shares; 2025Q2: 71,718 shares; 2025Q3: 71,816 shares; 2025Q4: 70,801 shares; 2026Q1: 70,515 shares 70,515 $5M 0.34% -286 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,876 shares; 2024Q4: 320,726 shares; 2025Q1: 320,409 shares; 2025Q2: 297,857 shares; 2025Q3: 296,132 shares; 2025Q4: 293,126 shares; 2026Q1: 223,175 shares 223,175 $5M 0.34% -69,951 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,080 shares; 2024Q4: 125,965 shares; 2025Q1: 125,934 shares; 2025Q2: 92,096 shares; 2025Q3: 78,291 shares; 2025Q4: 70,000 shares; 2026Q1: 59,259 shares 59,259 $4.83M 0.33% -10,741 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: 125,129 shares; 2024Q4: 126,786 shares; 2025Q1: 123,728 shares; 2025Q2: 106,477 shares; 2025Q3: 105,538 shares; 2025Q4: 104,646 shares; 2026Q1: 90,210 shares 90,210 $4.8M 0.33% -14,436 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: 80,027 shares; 2024Q4: 83,882 shares; 2025Q1: 89,747 shares; 2025Q2: 78,727 shares; 2025Q3: 79,953 shares; 2025Q4: 83,312 shares; 2026Q1: 79,943 shares 79,943 $4.76M 0.33% -3,369 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: 23,292 shares; 2024Q4: 23,353 shares; 2025Q1: 23,847 shares; 2025Q2: 21,355 shares; 2025Q3: 19,871 shares; 2025Q4: 19,741 shares; 2026Q1: 20,386 shares 20,386 $4.43M 0.3% +645 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: 21,575 shares; 2024Q4: 21,274 shares; 2025Q1: 22,227 shares; 2025Q2: 21,056 shares; 2025Q3: 21,729 shares; 2025Q4: 20,645 shares; 2026Q1: 21,384 shares 21,384 $4.42M 0.3% +739 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,205 shares; 2025Q2: 148,698 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,541 shares 78,541 $4.3M 0.3% new 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: 15,572 shares; 2024Q4: 15,822 shares; 2025Q1: 16,218 shares; 2025Q2: 16,115 shares; 2025Q3: 14,656 shares; 2025Q4: 13,584 shares; 2026Q1: 14,102 shares 14,102 $4.26M 0.29% +518 Timeline VCLT 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: 65,100 shares; 2024Q4: 39,518 shares; 2025Q1: 164,580 shares; 2025Q2: 28,080 shares; 2025Q3: 41,133 shares; 2025Q4: 51,066 shares; 2026Q1: 56,179 shares 56,179 $4.2M 0.29% +5,113 Timeline EPP 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: 6,348 shares; 2024Q4: 6,581 shares; 2025Q1: 80,174 shares; 2025Q2: 139,616 shares; 2025Q3: 7,621 shares; 2025Q4: 9,595 shares; 2026Q1: 77,722 shares 77,722 $4.13M 0.28% +68,127 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: 32,563 shares; 2024Q4: 30,561 shares; 2025Q1: 31,390 shares; 2025Q2: 30,946 shares; 2025Q3: 28,818 shares; 2025Q4: 27,178 shares; 2026Q1: 27,950 shares 27,950 $4.11M 0.28% +772 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: 53,187 shares; 2024Q4: 54,313 shares; 2025Q1: 55,495 shares; 2025Q2: 52,744 shares; 2025Q3: 51,087 shares; 2025Q4: 49,625 shares; 2026Q1: 51,424 shares 51,424 $4.09M 0.28% +1,799 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,228 shares; 2024Q4: 30,800 shares; 2025Q1: 31,062 shares; 2025Q2: 28,786 shares; 2025Q3: 28,329 shares; 2025Q4: 28,085 shares; 2026Q1: 28,051 shares 28,051 $4.07M 0.28% -34 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,825 shares; 2024Q4: 54,825 shares; 2025Q1: 61,365 shares; 2025Q2: 62,544 shares; 2025Q3: 57,213 shares; 2025Q4: 62,083 shares; 2026Q1: 60,264 shares 60,264 $3.98M 0.27% -1,819 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: 8,497 shares; 2024Q4: 8,647 shares; 2025Q1: 8,869 shares; 2025Q2: 8,804 shares; 2025Q3: 7,955 shares; 2025Q4: 7,681 shares; 2026Q1: 7,957 shares 7,957 $3.98M 0.27% +276 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: 14,702 shares; 2024Q4: 17,404 shares; 2025Q1: 15,577 shares; 2025Q2: 15,340 shares; 2025Q3: 14,981 shares; 2025Q4: 15,624 shares; 2026Q1: 14,962 shares 14,962 $3.92M 0.27% -662 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: 127,560 shares; 2024Q4: 124,185 shares; 2025Q1: 129,241 shares; 2025Q2: 133,387 shares; 2025Q3: 126,890 shares; 2025Q4: 109,939 shares; 2026Q1: 98,388 shares 98,388 $3.91M 0.27% -11,551 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: 79,109 shares; 2024Q4: 76,045 shares; 2025Q1: 79,346 shares; 2025Q2: 81,363 shares; 2025Q3: 85,604 shares; 2025Q4: 85,087 shares; 2026Q1: 81,095 shares 81,095 $3.81M 0.26% -3,992 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,267 shares; 2024Q4: 83,626 shares; 2025Q1: 82,415 shares; 2025Q2: 76,968 shares; 2025Q3: 75,108 shares; 2025Q4: 73,731 shares; 2026Q1: 73,458 shares 73,458 $3.76M 0.26% -273 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: 21,197 shares; 2024Q4: 16,809 shares; 2025Q1: 17,331 shares; 2025Q2: 16,358 shares; 2025Q3: 15,143 shares; 2025Q4: 14,156 shares; 2026Q1: 20,156 shares 20,156 $3.76M 0.26% +6,000 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: 51,218 shares; 2024Q4: 51,623 shares; 2025Q1: 53,203 shares; 2025Q2: 52,439 shares; 2025Q3: 47,869 shares; 2025Q4: 47,578 shares; 2026Q1: 49,379 shares 49,379 $3.76M 0.26% +1,801 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,940 shares; 2025Q4: 199,073 shares; 2026Q1: 158,073 shares 158,073 $3.75M 0.26% -41,000 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: 11,281 shares; 2024Q4: 166,609 shares; 2025Q1: 13,198 shares; 2025Q2: 9,777 shares; 2025Q3: 136,076 shares; 2025Q4: 131,460 shares; 2026Q1: 8,568 shares 8,568 $3.74M 0.26% -122,892 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: 6,117 shares; 2024Q4: 6,162 shares; 2025Q1: 6,277 shares; 2025Q2: 5,616 shares; 2025Q3: 5,296 shares; 2025Q4: 5,042 shares; 2026Q1: 5,280 shares 5,280 $3.74M 0.26% +238 Timeline EWY 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: 18,904 shares; 2024Q4: 19,582 shares; 2025Q1: 29,342 shares; 2025Q2: 30,968 shares; 2025Q3: 31,017 shares; 2025Q4: 31,924 shares; 2026Q1: 29,577 shares 29,577 $3.64M 0.25% -2,347 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: 73,683 shares; 2024Q4: 74,077 shares; 2025Q1: 77,089 shares; 2025Q2: 76,039 shares; 2025Q3: 70,391 shares; 2025Q4: 70,475 shares; 2026Q1: 73,370 shares 73,370 $3.58M 0.25% +2,895 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: 11,310 shares; 2024Q4: 11,254 shares; 2025Q1: 11,181 shares; 2025Q2: 10,925 shares; 2025Q3: 9,920 shares; 2025Q4: 10,273 shares; 2026Q1: 10,315 shares 10,315 $3.49M 0.24% +42 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: 10,549 shares; 2024Q4: 16,319 shares; 2025Q1: 10,506 shares; 2025Q2: 9,503 shares; 2025Q3: 14,663 shares; 2025Q4: 13,315 shares; 2026Q1: 9,222 shares 9,222 $3.39M 0.23% -4,093 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: 44,068 shares; 2024Q4: 44,869 shares; 2025Q1: 46,068 shares; 2025Q2: 43,626 shares; 2025Q3: 40,503 shares; 2025Q4: 40,290 shares; 2026Q1: 43,057 shares 43,057 $3.34M 0.23% +2,767 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,293 shares; 2024Q4: 38,957 shares; 2025Q1: 35,383 shares; 2025Q2: 29,136 shares; 2025Q3: 28,026 shares; 2025Q4: 36,932 shares; 2026Q1: 34,843 shares 34,843 $3.29M 0.23% -2,089 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: 11,401 shares; 2024Q4: 11,477 shares; 2025Q1: 11,616 shares; 2025Q2: 11,218 shares; 2025Q3: 10,225 shares; 2025Q4: 9,584 shares; 2026Q1: 9,919 shares 9,919 $3.26M 0.22% +335 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: 3,714 shares; 2024Q4: 3,735 shares; 2025Q1: 3,799 shares; 2025Q2: 3,766 shares; 2025Q3: 3,192 shares; 2025Q4: 31,143 shares; 2026Q1: 33,041 shares 33,041 $3.18M 0.22% +1,898 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: 18,420 shares; 2025Q1: 18,782 shares; 2025Q2: 17,566 shares; 2025Q3: 14,417 shares; 2025Q4: 13,890 shares; 2026Q1: 14,690 shares 14,690 $3.14M 0.22% +800 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 42,061 shares; 2025Q1: 31,187 shares; 2025Q2: 30,848 shares; 2025Q3: 30,307 shares; 2025Q4: 30,068 shares; 2026Q1: 27,872 shares 27,872 $3.11M 0.21% -2,196 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: 26,749 shares; 2024Q4: 26,394 shares; 2025Q1: 27,060 shares; 2025Q2: 26,581 shares; 2025Q3: 23,854 shares; 2025Q4: 21,006 shares; 2026Q1: 21,197 shares 21,197 $3.06M 0.21% +191 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: 14,525 shares; 2024Q4: 14,666 shares; 2025Q1: 15,148 shares; 2025Q2: 15,078 shares; 2025Q3: 13,934 shares; 2025Q4: 13,999 shares; 2026Q1: 14,841 shares 14,841 $2.86M 0.2% +842 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: 28,131 shares; 2024Q4: 27,772 shares; 2025Q1: 27,697 shares; 2025Q2: 25,776 shares; 2025Q3: 23,078 shares; 2025Q4: 22,540 shares; 2026Q1: 23,785 shares 23,785 $2.86M 0.2% +1,245 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: 9,738 shares; 2024Q4: 9,886 shares; 2025Q1: 10,035 shares; 2025Q2: 9,726 shares; 2025Q3: 8,843 shares; 2025Q4: 8,727 shares; 2026Q1: 8,886 shares 8,886 $2.76M 0.19% +159 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: 4,881 shares; 2024Q4: 4,932 shares; 2025Q1: 4,263 shares; 2025Q2: 4,051 shares; 2025Q3: 4,071 shares; 2025Q4: 3,939 shares; 2026Q1: 3,884 shares 3,884 $2.71M 0.19% -55 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: 17,562 shares; 2024Q4: 17,312 shares; 2025Q1: 18,215 shares; 2025Q2: 17,475 shares; 2025Q3: 17,876 shares; 2025Q4: 17,757 shares; 2026Q1: 17,348 shares 17,348 $2.65M 0.18% -409 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: 17,066 shares; 2024Q4: 16,459 shares; 2025Q1: 16,744 shares; 2025Q2: 16,516 shares; 2025Q3: 15,605 shares; 2025Q4: 15,356 shares; 2026Q1: 16,040 shares 16,040 $2.64M 0.18% +684 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: 7,722 shares; 2024Q4: 7,703 shares; 2025Q1: 7,849 shares; 2025Q2: 7,519 shares; 2025Q3: 7,147 shares; 2025Q4: 7,237 shares; 2026Q1: 7,722 shares 7,722 $2.64M 0.18% +485 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: 16,429 shares; 2024Q4: 16,530 shares; 2025Q1: 16,726 shares; 2025Q2: 16,478 shares; 2025Q3: 15,265 shares; 2025Q4: 15,183 shares; 2026Q1: 15,912 shares 15,912 $2.54M 0.17% +729 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: 16,899 shares; 2024Q4: 16,755 shares; 2025Q1: 17,108 shares; 2025Q2: 16,660 shares; 2025Q3: 15,605 shares; 2025Q4: 14,941 shares; 2026Q1: 15,185 shares 15,185 $2.51M 0.17% +244 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: not reported; 2024Q4: 17,122 shares; 2025Q1: 16,420 shares; 2025Q2: 10,479 shares; 2025Q3: 36,349 shares; 2025Q4: 10,960 shares; 2026Q1: 13,222 shares 13,222 $2.51M 0.17% +2,262 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: 1,816 shares; 2024Q4: 1,717 shares; 2025Q1: 1,758 shares; 2025Q2: 1,755 shares; 2025Q3: 1,610 shares; 2025Q4: 1,595 shares; 2026Q1: 1,661 shares 1,661 $2.44M 0.17% +66 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 22,165 shares; 2025Q1: 16,958 shares; 2025Q2: 16,085 shares; 2025Q3: 15,778 shares; 2025Q4: 15,663 shares; 2026Q1: 13,039 shares 13,039 $2.4M 0.16% -2,624 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: 10,048 shares; 2024Q4: 6,834 shares; 2025Q1: 12,594 shares; 2025Q2: 7,187 shares; 2025Q3: 6,833 shares; 2025Q4: 19,125 shares; 2026Q1: 23,800 shares 23,800 $2.4M 0.16% +4,675 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: 52,351 shares; 2024Q4: 56,844 shares; 2025Q1: 59,574 shares; 2025Q2: 45,918 shares; 2025Q3: 44,134 shares; 2025Q4: 42,908 shares; 2026Q1: 40,791 shares 40,791 $2.39M 0.16% -2,117 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,661 shares; 2024Q4: 53,195 shares; 2025Q1: 53,375 shares; 2025Q2: 57,841 shares; 2025Q3: 57,841 shares; 2025Q4: 58,467 shares; 2026Q1: 47,677 shares 47,677 $2.37M 0.16% -10,790 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: 1,855 shares; 2024Q4: 1,816 shares; 2025Q1: 1,820 shares; 2025Q2: 1,802 shares; 2025Q3: 1,794 shares; 2025Q4: 1,863 shares; 2026Q1: 1,778 shares 1,778 $2.35M 0.16% -85 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: 6,657 shares; 2024Q4: 6,701 shares; 2025Q1: 6,934 shares; 2025Q2: 6,737 shares; 2025Q3: 6,018 shares; 2025Q4: 6,027 shares; 2026Q1: 6,558 shares 6,558 $2.31M 0.16% +531 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: 22,193 shares; 2024Q4: 22,152 shares; 2025Q1: 23,098 shares; 2025Q2: 22,758 shares; 2025Q3: 21,151 shares; 2025Q4: 22,870 shares; 2026Q1: 24,810 shares 24,810 $2.3M 0.16% +1,940 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 31,378 shares; 2025Q1: 11,756 shares; 2025Q2: 26,595 shares; 2025Q3: 10,893 shares; 2025Q4: 10,727 shares; 2026Q1: 8,891 shares 8,891 $2.29M 0.16% -1,836 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: 9,179 shares; 2024Q4: 9,373 shares; 2025Q1: 9,805 shares; 2025Q2: 9,473 shares; 2025Q3: 8,502 shares; 2025Q4: 8,498 shares; 2026Q1: 9,176 shares 9,176 $2.22M 0.15% +678 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,355 shares; 2024Q4: 25,041 shares; 2025Q1: 26,706 shares; 2025Q2: 26,193 shares; 2025Q3: 26,410 shares; 2025Q4: 26,554 shares; 2026Q1: 26,192 shares 26,192 $2.16M 0.15% -362 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: 3,283 shares; 2024Q4: 3,291 shares; 2025Q1: 3,343 shares; 2025Q2: 3,305 shares; 2025Q3: 3,057 shares; 2025Q4: 3,055 shares; 2026Q1: 3,153 shares 3,153 $2.15M 0.15% +98 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 12,365 shares; 2025Q1: 13,981 shares; 2025Q2: 16,179 shares; 2025Q3: 17,596 shares; 2025Q4: 19,365 shares; 2026Q1: 21,054 shares 21,054 $2.11M 0.14% +1,689 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,903 shares; 2024Q4: 17,901 shares; 2025Q1: 17,894 shares; 2025Q2: 17,894 shares; 2025Q3: 17,894 shares; 2025Q4: 17,894 shares; 2026Q1: 17,894 shares 17,894 $2.1M 0.14% 0 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: 6,770 shares; 2024Q4: 6,792 shares; 2025Q1: 7,396 shares; 2025Q2: 7,398 shares; 2025Q3: 6,329 shares; 2025Q4: 6,185 shares; 2026Q1: 6,885 shares 6,885 $1.95M 0.13% +700 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: 23,793 shares; 2024Q4: 23,423 shares; 2025Q1: 23,699 shares; 2025Q2: 22,212 shares; 2025Q3: 22,474 shares; 2025Q4: 22,103 shares; 2026Q1: 20,959 shares 20,959 $1.95M 0.13% -1,144 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: 60,163 shares; 2024Q4: 131,086 shares; 2025Q1: 150,932 shares; 2025Q2: 127,988 shares; 2025Q3: 135,985 shares; 2025Q4: 66,717 shares; 2026Q1: 63,771 shares 63,771 $1.93M 0.13% -2,946 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: 9,634 shares; 2024Q4: 9,642 shares; 2025Q1: 9,648 shares; 2025Q2: 8,258 shares; 2025Q3: 7,669 shares; 2025Q4: 7,670 shares; 2026Q1: 7,889 shares 7,889 $1.93M 0.13% +219 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: 9,443 shares; 2024Q4: 9,716 shares; 2025Q1: 10,280 shares; 2025Q2: 9,377 shares; 2025Q3: 9,319 shares; 2025Q4: 9,565 shares; 2026Q1: 9,321 shares 9,321 $1.92M 0.13% -244 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: 10,682 shares; 2024Q4: 11,014 shares; 2025Q1: 11,379 shares; 2025Q2: 10,998 shares; 2025Q3: 9,881 shares; 2025Q4: 9,198 shares; 2026Q1: 9,858 shares 9,858 $1.91M 0.13% +660 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: 9,642 shares 9,642 $1.9M 0.13% new 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: 16,126 shares; 2024Q4: 15,836 shares; 2025Q1: 18,882 shares; 2025Q2: 18,705 shares; 2025Q3: 15,142 shares; 2025Q4: 14,439 shares; 2026Q1: 14,317 shares 14,317 $1.89M 0.13% -122 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: 2,133 shares; 2025Q1: 2,148 shares; 2025Q2: 1,966 shares; 2025Q3: 1,840 shares; 2025Q4: 1,815 shares; 2026Q1: 1,937 shares 1,937 $1.86M 0.13% +122 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: 495 shares; 2024Q4: 500 shares; 2025Q1: 510 shares; 2025Q2: 514 shares; 2025Q3: 462 shares; 2025Q4: 437 shares; 2026Q1: 441 shares 441 $1.86M 0.13% +4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 19,029 shares; 2025Q1: 19,427 shares; 2025Q2: 19,004 shares; 2025Q3: 18,850 shares; 2025Q4: 18,812 shares; 2026Q1: 19,744 shares 19,744 $1.83M 0.13% +932 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: 4,531 shares; 2024Q4: 4,543 shares; 2025Q1: 4,654 shares; 2025Q2: 3,162 shares; 2025Q3: 2,941 shares; 2025Q4: 2,870 shares; 2026Q1: 3,006 shares 3,006 $1.82M 0.12% +136 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: 6,665 shares; 2024Q4: 6,656 shares; 2025Q1: 6,310 shares; 2025Q2: 6,378 shares; 2025Q3: 5,673 shares; 2025Q4: 5,647 shares; 2026Q1: 5,951 shares 5,951 $1.8M 0.12% +304 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: 6,403 shares; 2024Q4: 6,042 shares; 2025Q1: 6,300 shares; 2025Q2: 5,877 shares; 2025Q3: 4,863 shares; 2025Q4: 4,844 shares; 2026Q1: 5,324 shares 5,324 $1.8M 0.12% +480 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: 9,381 shares; 2024Q4: 8,441 shares; 2025Q1: 8,559 shares; 2025Q2: 9,028 shares; 2025Q3: 7,379 shares; 2025Q4: 7,410 shares; 2026Q1: 8,564 shares 8,564 $1.74M 0.12% +1,154 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: 13,882 shares; 2024Q4: 13,650 shares; 2025Q1: 14,001 shares; 2025Q2: 12,194 shares; 2025Q3: 11,104 shares; 2025Q4: 10,545 shares; 2026Q1: 11,102 shares 11,102 $1.72M 0.12% +557 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: 8,316 shares; 2024Q4: 8,664 shares; 2025Q1: 8,512 shares; 2025Q2: 8,072 shares; 2025Q3: 7,302 shares; 2025Q4: 7,198 shares; 2026Q1: 7,623 shares 7,623 $1.72M 0.12% +425 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: 15,073 shares; 2024Q4: 15,391 shares; 2025Q1: 16,200 shares; 2025Q2: 15,458 shares; 2025Q3: 13,804 shares; 2025Q4: 13,746 shares; 2026Q1: 15,156 shares 15,156 $1.72M 0.12% +1,410 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: 6,678 shares; 2024Q4: 6,207 shares; 2025Q1: 6,252 shares; 2025Q2: 5,498 shares; 2025Q3: 5,148 shares; 2025Q4: 5,036 shares; 2026Q1: 5,316 shares 5,316 $1.69M 0.12% +280 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 48,364 shares; 2025Q1: 44,829 shares; 2025Q2: 40,229 shares; 2025Q3: 40,584 shares; 2025Q4: 40,328 shares; 2026Q1: 31,660 shares 31,660 $1.66M 0.11% -8,668 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: 12,926 shares; 2024Q4: 14,466 shares; 2025Q1: 15,215 shares; 2025Q2: 14,445 shares; 2025Q3: 13,196 shares; 2025Q4: 11,515 shares; 2026Q1: 12,589 shares 12,589 $1.66M 0.11% +1,074 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: 9,135 shares; 2024Q4: 9,137 shares; 2025Q1: 9,247 shares; 2025Q2: 7,787 shares; 2025Q3: 7,355 shares; 2025Q4: 6,753 shares; 2026Q1: 7,014 shares 7,014 $1.66M 0.11% +261 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: 17,119 shares; 2024Q4: 17,081 shares; 2025Q1: 17,600 shares; 2025Q2: 17,646 shares; 2025Q3: 16,260 shares; 2025Q4: 16,009 shares; 2026Q1: 17,062 shares 17,062 $1.64M 0.11% +1,053 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: 13,173 shares; 2024Q4: 13,015 shares; 2025Q1: 13,334 shares; 2025Q2: 12,796 shares; 2025Q3: 11,598 shares; 2025Q4: 11,282 shares; 2026Q1: 12,037 shares 12,037 $1.64M 0.11% +755 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: 4,341 shares; 2024Q4: 4,350 shares; 2025Q1: 4,477 shares; 2025Q2: 4,487 shares; 2025Q3: 3,958 shares; 2025Q4: 3,486 shares; 2026Q1: 3,766 shares 3,766 $1.63M 0.11% +280 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: 14,910 shares; 2024Q4: 15,096 shares; 2025Q1: 15,557 shares; 2025Q2: 12,810 shares; 2025Q3: 12,047 shares; 2025Q4: 12,173 shares; 2026Q1: 12,637 shares 12,637 $1.63M 0.11% +464 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: 5,802 shares; 2024Q4: 6,076 shares; 2025Q1: 6,050 shares; 2025Q2: 6,043 shares; 2025Q3: 6,039 shares; 2025Q4: 6,534 shares; 2026Q1: 5,540 shares 5,540 $1.59M 0.11% -994 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: 1,669 shares; 2024Q4: 1,676 shares; 2025Q1: 1,709 shares; 2025Q2: 1,858 shares; 2025Q3: 1,557 shares; 2025Q4: 1,624 shares; 2026Q1: 1,820 shares 1,820 $1.59M 0.11% +196 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: 5,121 shares; 2024Q4: 5,173 shares; 2025Q1: 5,335 shares; 2025Q2: 5,295 shares; 2025Q3: 5,049 shares; 2025Q4: 4,981 shares; 2026Q1: 5,297 shares 5,297 $1.56M 0.11% +316 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,953 shares; 2025Q1: 3,016 shares; 2025Q2: 2,963 shares; 2025Q3: 2,713 shares; 2025Q4: 2,622 shares; 2026Q1: 2,752 shares 2,752 $1.55M 0.11% +130 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: 5,082 shares; 2024Q4: 5,034 shares; 2025Q1: 5,071 shares; 2025Q2: 4,742 shares; 2025Q3: 4,455 shares; 2025Q4: 4,074 shares; 2026Q1: 4,308 shares 4,308 $1.54M 0.11% +234 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: 7,033 shares; 2024Q4: 7,254 shares; 2025Q1: 7,733 shares; 2025Q2: 7,753 shares; 2025Q3: 7,448 shares; 2025Q4: 6,977 shares; 2026Q1: 7,272 shares 7,272 $1.53M 0.1% +295 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: 15,344 shares; 2024Q4: 15,883 shares; 2025Q1: 16,271 shares; 2025Q2: 16,110 shares; 2025Q3: 14,417 shares; 2025Q4: 14,204 shares; 2026Q1: 14,823 shares 14,823 $1.52M 0.1% +619 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,568 shares; 2026Q1: 28,210 shares 28,210 $1.52M 0.1% -3,358 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: 22,456 shares; 2024Q4: 22,822 shares; 2025Q1: 23,506 shares; 2025Q2: 21,409 shares; 2025Q3: 20,370 shares; 2025Q4: 19,916 shares; 2026Q1: 20,567 shares 20,567 $1.5M 0.1% +651 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: 16,647 shares; 2026Q1: 16,254 shares 16,254 $1.49M 0.1% -393 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,256 shares; 2025Q1: 11,686 shares; 2025Q2: 11,400 shares; 2025Q3: 10,551 shares; 2025Q4: 10,659 shares; 2026Q1: 11,743 shares 11,743 $1.48M 0.1% +1,084 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: 10,268 shares; 2024Q4: 10,565 shares; 2025Q1: 11,109 shares; 2025Q2: 10,223 shares; 2025Q3: 9,328 shares; 2025Q4: 9,327 shares; 2026Q1: 10,531 shares 10,531 $1.47M 0.1% +1,204 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,414 shares; 2025Q1: 9,390 shares; 2025Q2: 9,379 shares; 2025Q3: 9,161 shares; 2025Q4: 9,184 shares; 2026Q1: 9,570 shares 9,570 $1.46M 0.1% +386 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,353 shares; 2025Q1: 4,362 shares; 2025Q2: 3,815 shares; 2025Q3: 3,720 shares; 2025Q4: 3,725 shares; 2026Q1: 4,026 shares 4,026 $1.38M 0.09% +301 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: 9,034 shares; 2024Q4: 9,206 shares; 2025Q1: 11,003 shares; 2025Q2: 10,742 shares; 2025Q3: 7,128 shares; 2025Q4: 6,700 shares; 2026Q1: 6,969 shares 6,969 $1.38M 0.09% +269 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,786 shares; 2025Q1: 2,787 shares; 2025Q2: 2,614 shares; 2025Q3: 2,480 shares; 2025Q4: 2,309 shares; 2026Q1: 2,496 shares 2,496 $1.34M 0.09% +187 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: 2,965 shares; 2024Q4: 3,051 shares; 2025Q1: 3,225 shares; 2025Q2: 3,140 shares; 2025Q3: 2,706 shares; 2025Q4: 2,394 shares; 2026Q1: 2,704 shares 2,704 $1.34M 0.09% +310 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: 13,843 shares; 2024Q4: 14,219 shares; 2025Q1: 14,588 shares; 2025Q2: 14,688 shares; 2025Q3: 13,000 shares; 2025Q4: 12,953 shares; 2026Q1: 14,254 shares 14,254 $1.34M 0.09% +1,301 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: 50,477 shares; 2024Q4: 51,457 shares; 2025Q1: 54,528 shares; 2025Q2: 55,207 shares; 2025Q3: 49,754 shares; 2025Q4: 43,770 shares; 2026Q1: 46,122 shares 46,122 $1.34M 0.09% +2,352 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: 3,139 shares; 2024Q4: 3,163 shares; 2025Q1: 3,247 shares; 2025Q2: 3,077 shares; 2025Q3: 2,466 shares; 2025Q4: 2,531 shares; 2026Q1: 2,711 shares 2,711 $1.33M 0.09% +180 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: 6,723 shares; 2024Q4: 6,768 shares; 2025Q1: 6,656 shares; 2025Q2: 6,185 shares; 2025Q3: 5,825 shares; 2025Q4: 5,328 shares; 2026Q1: 5,725 shares 5,725 $1.32M 0.09% +397 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: 28,183 shares; 2024Q4: 28,485 shares; 2025Q1: 31,141 shares; 2025Q2: 29,444 shares; 2025Q3: 26,096 shares; 2025Q4: 22,362 shares; 2026Q1: 25,523 shares 25,523 $1.28M 0.09% +3,161 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253,671 shares; 2024Q4: 1,253,671 shares; 2025Q1: 1,178,014 shares; 2025Q2: 1,178,014 shares; 2025Q3: 407,599 shares; 2025Q4: 407,599 shares; 2026Q1: 407,599 shares 407,599 $1.26M 0.09% 0 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: 4,026 shares; 2024Q4: 4,023 shares; 2025Q1: 4,217 shares; 2025Q2: 3,825 shares; 2025Q3: 3,395 shares; 2025Q4: 2,944 shares; 2026Q1: 3,203 shares 3,203 $1.25M 0.09% +259 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,938 shares; 2025Q1: 2,976 shares; 2025Q2: 3,044 shares; 2025Q3: 2,574 shares; 2025Q4: 2,554 shares; 2026Q1: 2,708 shares 2,708 $1.25M 0.09% +154 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: 5,923 shares; 2024Q4: 5,785 shares; 2025Q1: 5,982 shares; 2025Q2: 5,874 shares; 2025Q3: 5,089 shares; 2025Q4: 4,849 shares; 2026Q1: 5,129 shares 5,129 $1.24M 0.09% +280 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: 5,569 shares; 2024Q4: 5,733 shares; 2025Q1: 6,014 shares; 2025Q2: 5,142 shares; 2025Q3: 4,829 shares; 2025Q4: 4,836 shares; 2026Q1: 5,023 shares 5,023 $1.24M 0.09% +187 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: 18,214 shares; 2024Q4: 16,969 shares; 2025Q1: 16,920 shares; 2025Q2: 15,995 shares; 2025Q3: 16,390 shares; 2025Q4: 16,107 shares; 2026Q1: 16,631 shares 16,631 $1.21M 0.08% +524 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: 1,415 shares; 2024Q4: 1,376 shares; 2025Q1: 1,382 shares; 2025Q2: 1,456 shares; 2025Q3: 1,322 shares; 2025Q4: 1,306 shares; 2026Q1: 1,349 shares 1,349 $1.21M 0.08% +43 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: 2,875 shares; 2024Q4: 2,904 shares; 2025Q1: 2,967 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,659 shares; 2026Q1: 3,743 shares 3,743 $1.2M 0.08% +1,084 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: 3,189 shares; 2024Q4: 3,038 shares; 2025Q1: 3,087 shares; 2025Q2: 3,084 shares; 2025Q3: 2,737 shares; 2025Q4: 2,645 shares; 2026Q1: 2,821 shares 2,821 $1.2M 0.08% +176 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: 13,229 shares; 2024Q4: 13,488 shares; 2025Q1: 13,962 shares; 2025Q2: 13,249 shares; 2025Q3: 12,364 shares; 2025Q4: 11,347 shares; 2026Q1: 12,268 shares 12,268 $1.18M 0.08% +921 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: 5,827 shares; 2024Q4: 6,884 shares; 2025Q1: 6,088 shares; 2025Q2: 5,890 shares; 2025Q3: 5,459 shares; 2025Q4: 5,396 shares; 2026Q1: 5,903 shares 5,903 $1.17M 0.08% +507 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,114 shares; 2025Q1: 5,322 shares; 2025Q2: 5,067 shares; 2025Q3: 4,886 shares; 2025Q4: 4,807 shares; 2026Q1: 3,759 shares 3,759 $1.17M 0.08% -1,048 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 11,564 shares; 2025Q1: 45,536 shares; 2025Q2: 12,216 shares; 2025Q3: 12,246 shares; 2025Q4: 12,454 shares; 2026Q1: 12,284 shares 12,284 $1.17M 0.08% -170 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: 9,055 shares; 2024Q4: 9,032 shares; 2025Q1: 9,450 shares; 2025Q2: 8,884 shares; 2025Q3: 8,249 shares; 2025Q4: 8,117 shares; 2026Q1: 8,865 shares 8,865 $1.16M 0.08% +748 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: 7,113 shares; 2024Q4: 7,113 shares; 2025Q1: 7,042 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 6,645 shares; 2026Q1: 6,645 shares 6,645 $1.15M 0.08% 0 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: 6,539 shares; 2024Q4: 6,253 shares; 2025Q1: 6,370 shares; 2025Q2: 6,337 shares; 2025Q3: 5,620 shares; 2025Q4: 5,373 shares; 2026Q1: 5,761 shares 5,761 $1.14M 0.08% +388 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,182 shares; 2024Q4: 71,618 shares; 2025Q1: 76,563 shares; 2025Q2: 71,371 shares; 2025Q3: 72,550 shares; 2025Q4: 72,638 shares; 2026Q1: 66,996 shares 66,996 $1.14M 0.08% -5,642 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: 5,872 shares; 2024Q4: 5,933 shares; 2025Q1: 6,027 shares; 2025Q2: 5,813 shares; 2025Q3: 5,449 shares; 2025Q4: 5,217 shares; 2026Q1: 5,564 shares 5,564 $1.13M 0.08% +347 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: 6,511 shares; 2024Q4: 6,514 shares; 2025Q1: 6,650 shares; 2025Q2: 6,553 shares; 2025Q3: 5,597 shares; 2025Q4: 5,433 shares; 2026Q1: 5,697 shares 5,697 $1.13M 0.08% +264 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,747 shares; 2025Q1: 3,746 shares; 2025Q2: 3,735 shares; 2025Q3: 3,414 shares; 2025Q4: 3,123 shares; 2026Q1: 3,455 shares 3,455 $1.13M 0.08% +332 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: 3,968 shares; 2024Q4: 4,024 shares; 2025Q1: 4,066 shares; 2025Q2: 3,934 shares; 2025Q3: 3,344 shares; 2025Q4: 3,084 shares; 2026Q1: 3,356 shares 3,356 $1.1M 0.08% +272 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: 1,204 shares; 2024Q4: 1,224 shares; 2025Q1: 1,514 shares; 2025Q2: 1,436 shares; 2025Q3: 1,169 shares; 2025Q4: 1,104 shares; 2026Q1: 1,119 shares 1,119 $1.1M 0.08% +15 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: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares 3,436 $1.09M 0.08% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 912 shares; 2025Q1: 929 shares; 2025Q2: 893 shares; 2025Q3: 854 shares; 2025Q4: 853 shares; 2026Q1: 937 shares 937 $1.09M 0.07% +84 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 1,799 shares 1,799 $1.07M 0.07% +385 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,264 shares; 2025Q1: 1,314 shares; 2025Q2: 1,259 shares; 2025Q3: 1,170 shares; 2025Q4: 1,148 shares; 2026Q1: 1,235 shares 1,235 $1.07M 0.07% +87 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: 14,685 shares; 2024Q4: 15,289 shares; 2025Q1: 15,982 shares; 2025Q2: 16,051 shares; 2025Q3: 14,975 shares; 2025Q4: 15,018 shares; 2026Q1: 16,137 shares 16,137 $1.06M 0.07% +1,119 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: 6,007 shares; 2024Q4: 6,084 shares; 2025Q1: 6,682 shares; 2025Q2: 6,587 shares; 2025Q3: 6,682 shares; 2025Q4: 6,447 shares; 2026Q1: 6,535 shares 6,535 $1.06M 0.07% +88 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: 8,936 shares; 2024Q4: 8,950 shares; 2025Q1: 8,950 shares; 2025Q2: 8,261 shares; 2025Q3: 7,636 shares; 2025Q4: 7,273 shares; 2026Q1: 7,975 shares 7,975 $1.04M 0.07% +702 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: 5,857 shares; 2024Q4: 5,832 shares; 2025Q1: 6,296 shares; 2025Q2: 6,353 shares; 2025Q3: 6,376 shares; 2025Q4: 6,000 shares; 2026Q1: 6,059 shares 6,059 $1.04M 0.07% +59 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: 3,040 shares; 2024Q4: 3,058 shares; 2025Q1: 3,108 shares; 2025Q2: 5,589 shares; 2025Q3: 4,920 shares; 2025Q4: 4,963 shares; 2026Q1: 5,589 shares 5,589 $1.02M 0.07% +626 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,586 shares; 2024Q4: 6,562 shares; 2025Q1: 6,626 shares; 2025Q2: 6,383 shares; 2025Q3: 5,932 shares; 2025Q4: 5,728 shares; 2026Q1: 6,014 shares 6,014 $1.02M 0.07% +286 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,516 shares; 2025Q1: 2,594 shares; 2025Q2: 2,597 shares; 2025Q3: 2,201 shares; 2025Q4: 2,069 shares; 2026Q1: 2,139 shares 2,139 $1.01M 0.07% +70 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: 3,459 shares; 2024Q4: 3,522 shares; 2025Q1: 3,542 shares; 2025Q2: 3,575 shares; 2025Q3: 3,188 shares; 2025Q4: 3,251 shares; 2026Q1: 3,600 shares 3,600 $1.01M 0.07% +349 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,897 shares; 2025Q1: 6,204 shares; 2025Q2: 5,621 shares; 2025Q3: 5,142 shares; 2025Q4: 5,144 shares; 2026Q1: 5,442 shares 5,442 $991K 0.07% +298 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,602 shares; 2024Q4: 14,442 shares; 2025Q1: 7,938 shares; 2025Q2: 26,017 shares; 2025Q3: 19,860 shares; 2025Q4: 19,860 shares; 2026Q1: 19,860 shares 19,860 $991K 0.07% 0 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: 24,631 shares; 2024Q4: 24,448 shares; 2025Q1: 26,584 shares; 2025Q2: 26,708 shares; 2025Q3: 27,626 shares; 2025Q4: 23,403 shares; 2026Q1: 23,227 shares 23,227 $980K 0.07% -176 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: 10,912 shares; 2024Q4: 11,834 shares; 2025Q1: 18,155 shares; 2025Q2: 18,343 shares; 2025Q3: 18,113 shares; 2025Q4: 17,566 shares; 2026Q1: 18,067 shares 18,067 $978K 0.07% +501 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: 2,990 shares; 2024Q4: 2,979 shares; 2025Q1: 2,976 shares; 2025Q2: 2,903 shares; 2025Q3: 2,661 shares; 2025Q4: 2,703 shares; 2026Q1: 2,982 shares 2,982 $975K 0.07% +279 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: 4,945 shares; 2024Q4: 5,075 shares; 2025Q1: 5,169 shares; 2025Q2: 4,604 shares; 2025Q3: 4,404 shares; 2025Q4: 4,244 shares; 2026Q1: 4,684 shares 4,684 $975K 0.07% +440 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: 24,991 shares; 2024Q4: 24,586 shares; 2025Q1: 24,848 shares; 2025Q2: 23,765 shares; 2025Q3: 21,468 shares; 2025Q4: 21,688 shares; 2026Q1: 23,699 shares 23,699 $973K 0.07% +2,011 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: 22,579 shares; 2024Q4: 23,496 shares; 2025Q1: 25,292 shares; 2025Q2: 24,581 shares; 2025Q3: 24,868 shares; 2025Q4: 23,866 shares; 2026Q1: 24,571 shares 24,571 $960K 0.07% +705 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,271 shares; 2025Q1: 8,396 shares; 2025Q2: 7,790 shares; 2025Q3: 7,232 shares; 2025Q4: 7,203 shares; 2026Q1: 8,063 shares 8,063 $957K 0.07% +860 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: 9,454 shares; 2024Q4: 9,458 shares; 2025Q1: 10,160 shares; 2025Q2: 9,972 shares; 2025Q3: 9,835 shares; 2025Q4: 9,990 shares; 2026Q1: 10,187 shares 10,187 $950K 0.07% +197 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: 711 shares; 2024Q4: 710 shares; 2025Q1: 706 shares; 2025Q2: 10,632 shares; 2025Q3: 9,600 shares; 2025Q4: 9,470 shares; 2026Q1: 10,055 shares 10,055 $928K 0.06% +585 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: 6,308 shares; 2024Q4: 6,350 shares; 2025Q1: 6,444 shares; 2025Q2: 6,444 shares; 2025Q3: 5,249 shares; 2025Q4: 4,950 shares; 2026Q1: 5,319 shares 5,319 $923K 0.06% +369 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: 6,146 shares; 2024Q4: 6,033 shares; 2025Q1: 6,098 shares; 2025Q2: 6,004 shares; 2025Q3: 5,060 shares; 2025Q4: 4,416 shares; 2026Q1: 4,846 shares 4,846 $919K 0.06% +430 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: 4,516 shares; 2024Q4: 4,498 shares; 2025Q1: 4,658 shares; 2025Q2: 4,602 shares; 2025Q3: 4,248 shares; 2025Q4: 3,360 shares; 2026Q1: 3,526 shares 3,526 $918K 0.06% +166 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: 6,863 shares; 2024Q4: 6,757 shares; 2025Q1: 7,234 shares; 2025Q2: 6,789 shares; 2025Q3: 6,429 shares; 2025Q4: 6,502 shares; 2026Q1: 6,985 shares 6,985 $916K 0.06% +483 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: 10,437 shares; 2024Q4: 10,117 shares; 2025Q1: 10,106 shares; 2025Q2: 10,126 shares; 2025Q3: 8,494 shares; 2025Q4: 7,196 shares; 2026Q1: 7,696 shares 7,696 $905K 0.06% +500 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: 3,341 shares; 2024Q4: 3,326 shares; 2025Q1: 3,345 shares; 2025Q2: 3,325 shares; 2025Q3: 2,814 shares; 2025Q4: 2,734 shares; 2026Q1: 2,813 shares 2,813 $902K 0.06% +79 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: 15,647 shares; 2026Q1: 15,700 shares 15,700 $894K 0.06% +53 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: 3,161 shares; 2024Q4: 3,156 shares; 2025Q1: 3,176 shares; 2025Q2: 3,116 shares; 2025Q3: 2,923 shares; 2025Q4: 2,879 shares; 2026Q1: 3,046 shares 3,046 $888K 0.06% +167 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,106 shares; 2024Q4: 45,905 shares; 2025Q1: 49,631 shares; 2025Q2: 46,310 shares; 2025Q3: 47,713 shares; 2025Q4: 47,040 shares; 2026Q1: 44,874 shares 44,874 $886K 0.06% -2,166 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: 37,373 shares; 2024Q4: 38,717 shares; 2025Q1: 44,358 shares; 2025Q2: 41,179 shares; 2025Q3: 41,825 shares; 2025Q4: 40,545 shares; 2026Q1: 40,908 shares 40,908 $886K 0.06% +363 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 4,326 shares; 2025Q1: 4,246 shares; 2025Q2: 4,147 shares; 2025Q3: 3,907 shares; 2025Q4: 3,831 shares; 2026Q1: 3,737 shares 3,737 $883K 0.06% -94 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: 2,949 shares; 2024Q4: 2,971 shares; 2025Q1: 2,939 shares; 2025Q2: 2,874 shares; 2025Q3: 2,641 shares; 2025Q4: 2,622 shares; 2026Q1: 2,889 shares 2,889 $878K 0.06% +267 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,564 shares; 2025Q1: 6,341 shares; 2025Q2: 5,826 shares; 2025Q3: 4,444 shares; 2025Q4: 4,429 shares; 2026Q1: 4,690 shares 4,690 $875K 0.06% +261 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: 5,928 shares; 2024Q4: 5,930 shares; 2025Q1: 6,084 shares; 2025Q2: 5,681 shares; 2025Q3: 5,102 shares; 2025Q4: 5,119 shares; 2026Q1: 5,999 shares 5,999 $871K 0.06% +880 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: 5,540 shares; 2024Q4: 5,577 shares; 2025Q1: 5,813 shares; 2025Q2: 5,446 shares; 2025Q3: 5,697 shares; 2025Q4: 4,927 shares; 2026Q1: 5,017 shares 5,017 $863K 0.06% +90 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,186 shares; 2025Q1: 2,255 shares; 2025Q2: 2,203 shares; 2025Q3: 2,075 shares; 2025Q4: 1,805 shares; 2026Q1: 1,989 shares 1,989 $863K 0.06% +184 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,481 shares; 2025Q1: 3,635 shares; 2025Q2: 3,588 shares; 2025Q3: 3,185 shares; 2025Q4: 2,998 shares; 2026Q1: 3,215 shares 3,215 $858K 0.06% +217 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: 18,332 shares; 2024Q4: 17,536 shares; 2025Q1: 18,556 shares; 2025Q2: 17,857 shares; 2025Q3: 18,129 shares; 2025Q4: 18,020 shares; 2026Q1: 18,223 shares 18,223 $856K 0.06% +203 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: 1,948 shares; 2024Q4: 2,373 shares; 2025Q1: 2,101 shares; 2025Q2: 2,021 shares; 2025Q3: 1,886 shares; 2025Q4: 1,814 shares; 2026Q1: 2,050 shares 2,050 $854K 0.06% +236 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 254 shares; 2025Q2: 251 shares; 2025Q3: 239 shares; 2025Q4: 235 shares; 2026Q1: 249 shares 249 $839K 0.06% +14 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: 6,965 shares; 2024Q4: 7,080 shares; 2025Q1: 7,210 shares; 2025Q2: 7,082 shares; 2025Q3: 6,929 shares; 2025Q4: 6,865 shares; 2026Q1: 7,588 shares 7,588 $832K 0.06% +723 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: 2,721 shares; 2024Q4: 2,772 shares; 2025Q1: 2,870 shares; 2025Q2: 2,726 shares; 2025Q3: 2,570 shares; 2025Q4: 2,597 shares; 2026Q1: 2,890 shares 2,890 $830K 0.06% +293 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: 11,594 shares; 2024Q4: 11,789 shares; 2025Q1: 12,202 shares; 2025Q2: 11,602 shares; 2025Q3: 9,925 shares; 2025Q4: 8,209 shares; 2026Q1: 9,252 shares 9,252 $829K 0.06% +1,043 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 3,700 shares; 2025Q2: 4,386 shares; 2025Q3: 2,784 shares; 2025Q4: 3,595 shares; 2026Q1: 5,624 shares 5,624 $823K 0.06% +2,029 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: 5,802 shares; 2024Q4: 5,755 shares; 2025Q1: 5,310 shares; 2025Q2: 5,922 shares; 2025Q3: 5,761 shares; 2025Q4: 5,682 shares; 2026Q1: 5,947 shares 5,947 $823K 0.06% +265 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 6,949 shares; 2025Q1: 7,131 shares; 2025Q2: 6,898 shares; 2025Q3: 6,207 shares; 2025Q4: 5,510 shares; 2026Q1: 6,241 shares 6,241 $817K 0.06% +731 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: 3,744 shares; 2024Q4: 3,724 shares; 2025Q1: 3,750 shares; 2025Q2: 3,664 shares; 2025Q3: 3,471 shares; 2025Q4: 3,327 shares; 2026Q1: 3,730 shares 3,730 $817K 0.06% +403 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: 4,181 shares; 2024Q4: 4,208 shares; 2025Q1: 4,463 shares; 2025Q2: 3,915 shares; 2025Q3: 4,020 shares; 2025Q4: 3,790 shares; 2026Q1: 4,133 shares 4,133 $810K 0.06% +343 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,329 shares; 2025Q1: 7,368 shares; 2025Q2: 7,203 shares; 2025Q3: 5,374 shares; 2025Q4: 5,229 shares; 2026Q1: 6,502 shares 6,502 $798K 0.05% +1,273 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,530 shares; 2024Q4: 55,829 shares; 2025Q1: 66,915 shares; 2025Q2: 67,816 shares; 2025Q3: 66,469 shares; 2025Q4: 68,332 shares; 2026Q1: 70,335 shares 70,335 $793K 0.05% +2,003 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,336 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,266 shares; 2025Q4: 1,261 shares; 2026Q1: 1,343 shares 1,343 $791K 0.05% +82 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 5,975 shares; 2025Q1: 6,013 shares; 2025Q2: 6,061 shares; 2025Q3: 4,976 shares; 2025Q4: 4,490 shares; 2026Q1: 5,014 shares 5,014 $789K 0.05% +524 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: 42,025 shares; 2024Q4: 31,539 shares; 2025Q1: 34,065 shares; 2025Q2: 35,224 shares; 2025Q3: 26,213 shares; 2025Q4: 22,374 shares; 2026Q1: 27,927 shares 27,927 $784K 0.05% +5,553 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,585 shares; 2025Q1: 3,467 shares; 2025Q2: 3,136 shares; 2025Q3: 3,093 shares; 2025Q4: 3,026 shares; 2026Q1: 3,124 shares 3,124 $783K 0.05% +98 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 8,860 shares; 2025Q1: 9,783 shares; 2025Q2: 9,238 shares; 2025Q3: 9,672 shares; 2025Q4: 9,999 shares; 2026Q1: 16,762 shares 16,762 $779K 0.05% +6,763 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 15,474 shares; 2025Q1: 16,779 shares; 2025Q2: 15,668 shares; 2025Q3: 15,895 shares; 2025Q4: 14,736 shares; 2026Q1: 15,859 shares 15,859 $773K 0.05% +1,123 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 8,878 shares; 2025Q1: 8,799 shares; 2025Q2: 9,137 shares; 2025Q3: 8,954 shares; 2025Q4: 5,720 shares; 2026Q1: 5,408 shares 5,408 $763K 0.05% -312 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: 10,635 shares; 2024Q4: 10,635 shares; 2025Q1: 10,635 shares; 2025Q2: 10,635 shares; 2025Q3: 10,767 shares; 2025Q4: 11,046 shares; 2026Q1: 11,217 shares 11,217 $757K 0.05% +171 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: 5,716 shares; 2024Q4: 6,052 shares; 2025Q1: 7,455 shares; 2025Q2: 6,847 shares; 2025Q3: 4,568 shares; 2025Q4: 3,814 shares; 2026Q1: 4,382 shares 4,382 $756K 0.05% +568 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: 11,700 shares; 2024Q4: 11,101 shares; 2025Q1: 14,001 shares; 2025Q2: 14,247 shares; 2025Q3: 12,347 shares; 2025Q4: 11,734 shares; 2026Q1: 12,136 shares 12,136 $742K 0.05% +402 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: 3,635 shares; 2024Q4: 3,637 shares; 2025Q1: 3,670 shares; 2025Q2: 3,599 shares; 2025Q3: 3,016 shares; 2025Q4: 3,020 shares; 2026Q1: 3,376 shares 3,376 $731K 0.05% +356 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,471 shares; 2024Q4: 25,309 shares; 2025Q1: 25,950 shares; 2025Q2: 25,064 shares; 2025Q3: 24,181 shares; 2025Q4: 21,388 shares; 2026Q1: 19,897 shares 19,897 $731K 0.05% -1,491 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,123 shares; 2025Q1: 6,348 shares; 2025Q2: 6,352 shares; 2025Q3: 5,715 shares; 2025Q4: 5,667 shares; 2026Q1: 6,313 shares 6,313 $729K 0.05% +646 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: 22,021 shares; 2024Q4: 22,905 shares; 2025Q1: 24,815 shares; 2025Q2: 21,798 shares; 2025Q3: 21,630 shares; 2025Q4: 19,637 shares; 2026Q1: 21,699 shares 21,699 $728K 0.05% +2,062 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 4,642 shares; 2025Q1: 5,703 shares; 2025Q2: 4,164 shares; 2025Q3: 4,326 shares; 2025Q4: 4,286 shares; 2026Q1: 6,623 shares 6,623 $727K 0.05% +2,337 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: 19,374 shares; 2024Q4: 19,106 shares; 2025Q1: 22,632 shares; 2025Q2: 16,860 shares; 2025Q3: 11,643 shares; 2025Q4: 12,051 shares; 2026Q1: 16,449 shares 16,449 $726K 0.05% +4,398 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,789 shares; 2025Q1: 1,781 shares; 2025Q2: 1,784 shares; 2025Q3: 1,876 shares; 2025Q4: 1,865 shares; 2026Q1: 1,973 shares 1,973 $716K 0.05% +108 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 8,034 shares; 2025Q1: 8,869 shares; 2025Q2: 8,376 shares; 2025Q3: 6,949 shares; 2025Q4: 6,513 shares; 2026Q1: 6,980 shares 6,980 $713K 0.05% +467 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,804 shares; 2025Q1: 1,835 shares; 2025Q2: 1,794 shares; 2025Q3: 1,461 shares; 2025Q4: 1,385 shares; 2026Q1: 1,570 shares 1,570 $701K 0.05% +185 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 11,606 shares; 2025Q1: 11,729 shares; 2025Q2: 11,551 shares; 2025Q3: 10,506 shares; 2025Q4: 10,126 shares; 2026Q1: 11,158 shares 11,158 $700K 0.05% +1,032 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: 1,763 shares; 2024Q4: 1,901 shares; 2025Q1: 1,832 shares; 2025Q2: 1,781 shares; 2025Q3: 1,626 shares; 2025Q4: 1,684 shares; 2026Q1: 1,963 shares 1,963 $699K 0.05% +279 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,365 shares; 2025Q1: 9,739 shares; 2025Q2: 9,032 shares; 2025Q3: 7,976 shares; 2025Q4: 7,009 shares; 2026Q1: 7,723 shares 7,723 $698K 0.05% +714 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: 3,386 shares; 2024Q4: 3,479 shares; 2025Q1: 3,530 shares; 2025Q2: 3,491 shares; 2025Q3: 3,465 shares; 2025Q4: 2,908 shares; 2026Q1: 3,280 shares 3,280 $693K 0.05% +372 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: 2,070 shares; 2024Q4: 2,045 shares; 2025Q1: 1,966 shares; 2025Q2: 1,925 shares; 2025Q3: 1,696 shares; 2025Q4: 1,733 shares; 2026Q1: 1,994 shares 1,994 $688K 0.05% +261 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,606 shares; 2025Q1: 2,853 shares; 2025Q2: 2,531 shares; 2025Q3: 2,529 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $688K 0.05% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,416 shares; 2025Q1: 7,495 shares; 2025Q2: 7,515 shares; 2025Q3: 6,727 shares; 2025Q4: 6,675 shares; 2026Q1: 7,522 shares 7,522 $685K 0.05% +847 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: 16,251 shares; 2024Q4: 15,799 shares; 2025Q1: 15,959 shares; 2025Q2: 15,578 shares; 2025Q3: 13,546 shares; 2025Q4: 10,958 shares; 2026Q1: 11,878 shares 11,878 $685K 0.05% +920 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: 11,374 shares; 2024Q4: 11,153 shares; 2025Q1: 10,771 shares; 2025Q2: 11,080 shares; 2025Q3: 10,241 shares; 2025Q4: 10,708 shares; 2026Q1: 11,616 shares 11,616 $683K 0.05% +908 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: 3,961 shares; 2024Q4: 3,721 shares; 2025Q1: 3,798 shares; 2025Q2: 3,541 shares; 2025Q3: 3,035 shares; 2025Q4: 2,601 shares; 2026Q1: 2,796 shares 2,796 $680K 0.05% +195 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: 3,219 shares; 2024Q4: 3,208 shares; 2025Q1: 3,375 shares; 2025Q2: 3,177 shares; 2025Q3: 3,024 shares; 2025Q4: 2,958 shares; 2026Q1: 3,254 shares 3,254 $675K 0.05% +296 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: 5,859 shares; 2024Q4: 5,993 shares; 2025Q1: 6,786 shares; 2025Q2: 7,003 shares; 2025Q3: 7,202 shares; 2025Q4: 7,090 shares; 2026Q1: 7,194 shares 7,194 $671K 0.05% +104 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,054 shares; 2025Q1: 2,063 shares; 2025Q2: 2,051 shares; 2025Q3: 1,857 shares; 2025Q4: 1,807 shares; 2026Q1: 2,077 shares 2,077 $670K 0.05% +270 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,413 shares; 2025Q1: 3,882 shares; 2025Q2: 3,397 shares; 2025Q3: 3,497 shares; 2025Q4: 3,584 shares; 2026Q1: 4,082 shares 4,082 $670K 0.05% +498 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 7,598 shares; 2025Q1: 7,733 shares; 2025Q2: 7,313 shares; 2025Q3: 6,872 shares; 2025Q4: 5,883 shares; 2026Q1: 5,503 shares 5,503 $665K 0.05% -380 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,486 shares; 2025Q1: 3,788 shares; 2025Q2: 4,228 shares; 2025Q3: 3,892 shares; 2025Q4: 3,842 shares; 2026Q1: 4,392 shares 4,392 $660K 0.05% +550 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,885 shares; 2025Q1: 11,816 shares; 2025Q2: 10,913 shares; 2025Q3: 11,586 shares; 2025Q4: 11,820 shares; 2026Q1: 11,950 shares 11,950 $660K 0.05% +130 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: 11,264 shares; 2024Q4: 12,038 shares; 2025Q1: 13,114 shares; 2025Q2: 9,880 shares; 2025Q3: 8,562 shares; 2025Q4: 9,084 shares; 2026Q1: 10,869 shares 10,869 $659K 0.05% +1,785 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,490 shares; 2025Q1: 5,730 shares; 2025Q2: 5,797 shares; 2025Q3: 3,341 shares; 2025Q4: 3,140 shares; 2026Q1: 3,653 shares 3,653 $658K 0.05% +513 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 7,008 shares; 2025Q1: 6,954 shares; 2025Q2: 13,557 shares; 2025Q3: 12,642 shares; 2025Q4: 12,639 shares; 2026Q1: 14,178 shares 14,178 $658K 0.05% +1,539 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: 5,692 shares; 2024Q4: 6,525 shares; 2025Q1: 5,369 shares; 2025Q2: 5,493 shares; 2025Q3: 4,800 shares; 2025Q4: 4,491 shares; 2026Q1: 5,399 shares 5,399 $654K 0.04% +908 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: 6,702 shares; 2024Q4: 6,131 shares; 2025Q1: 7,070 shares; 2025Q2: 6,548 shares; 2025Q3: 5,350 shares; 2025Q4: 4,927 shares; 2026Q1: 6,005 shares 6,005 $650K 0.04% +1,078 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: 1,459 shares; 2024Q4: 1,481 shares; 2025Q1: 1,551 shares; 2025Q2: 1,626 shares; 2025Q3: 1,221 shares; 2025Q4: 5,682 shares; 2026Q1: 6,212 shares 6,212 $649K 0.04% +530 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,757 shares; 2025Q1: 6,022 shares; 2025Q2: 5,765 shares; 2025Q3: 5,468 shares; 2025Q4: 4,951 shares; 2026Q1: 5,723 shares 5,723 $648K 0.04% +772 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: 2,591 shares; 2024Q4: 2,710 shares; 2025Q1: 2,737 shares; 2025Q2: 2,931 shares; 2025Q3: 2,122 shares; 2025Q4: 1,972 shares; 2026Q1: 2,194 shares 2,194 $642K 0.04% +222 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: 1,473 shares; 2024Q4: 1,420 shares; 2025Q1: 1,490 shares; 2025Q2: 1,447 shares; 2025Q3: 1,294 shares; 2025Q4: 1,260 shares; 2026Q1: 1,162 shares 1,162 $638K 0.04% -98 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 8,875 shares; 2025Q1: 8,869 shares; 2025Q2: 8,814 shares; 2025Q3: 7,972 shares; 2025Q4: 8,006 shares; 2026Q1: 8,798 shares 8,798 $638K 0.04% +792 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,532 shares; 2025Q1: 4,298 shares; 2025Q2: 3,516 shares; 2025Q3: 3,548 shares; 2025Q4: 3,542 shares; 2026Q1: 3,537 shares 3,537 $636K 0.04% -5 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 5,584 shares; 2025Q1: 5,839 shares; 2025Q2: 5,086 shares; 2025Q3: 4,809 shares; 2025Q4: 4,863 shares; 2026Q1: 5,639 shares 5,639 $634K 0.04% +776 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,342 shares; 2024Q4: 35,342 shares; 2025Q1: 37,339 shares; 2025Q2: 37,491 shares; 2025Q3: 37,459 shares; 2025Q4: 38,134 shares; 2026Q1: 39,509 shares 39,509 $629K 0.04% +1,375 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: 12,093 shares; 2024Q4: 11,991 shares; 2025Q1: 12,310 shares; 2025Q2: 10,593 shares; 2025Q3: 10,970 shares; 2025Q4: 10,858 shares; 2026Q1: 11,071 shares 11,071 $627K 0.04% +213 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,595 shares; 2025Q1: 2,620 shares; 2025Q2: 2,537 shares; 2025Q3: 2,560 shares; 2025Q4: 2,659 shares; 2026Q1: 2,654 shares 2,654 $619K 0.04% -5 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 6,713 shares; 2025Q1: 6,731 shares; 2025Q2: 6,769 shares; 2025Q3: 6,363 shares; 2025Q4: 6,394 shares; 2026Q1: 7,292 shares 7,292 $619K 0.04% +898 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,470 shares; 2025Q1: 5,783 shares; 2025Q2: 5,252 shares; 2025Q3: 4,640 shares; 2025Q4: 3,534 shares; 2026Q1: 4,279 shares 4,279 $619K 0.04% +745 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,835 shares; 2025Q1: 7,152 shares; 2025Q2: 6,637 shares; 2025Q3: 5,410 shares; 2025Q4: 5,467 shares; 2026Q1: 6,353 shares 6,353 $617K 0.04% +886 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 1,918 shares; 2025Q1: 1,932 shares; 2025Q2: 1,907 shares; 2025Q3: 1,782 shares; 2025Q4: 1,722 shares; 2026Q1: 1,965 shares 1,965 $617K 0.04% +243 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: 1,949 shares; 2024Q4: 1,922 shares; 2025Q1: 1,901 shares; 2025Q2: 1,927 shares; 2025Q3: 1,694 shares; 2025Q4: 1,577 shares; 2026Q1: 1,556 shares 1,556 $617K 0.04% -21 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: 4,323 shares; 2024Q4: 4,267 shares; 2025Q1: 4,195 shares; 2025Q2: 3,966 shares; 2025Q3: 3,739 shares; 2025Q4: 3,671 shares; 2026Q1: 3,965 shares 3,965 $617K 0.04% +294 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: 5,567 shares; 2024Q4: 28,086 shares; 2025Q1: 29,864 shares; 2025Q2: 30,017 shares; 2025Q3: 30,408 shares; 2025Q4: 30,553 shares; 2026Q1: 29,271 shares 29,271 $606K 0.04% -1,282 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: 10,372 shares; 2024Q4: 10,683 shares; 2025Q1: 11,630 shares; 2025Q2: 10,747 shares; 2025Q3: 9,478 shares; 2025Q4: 9,434 shares; 2026Q1: 11,595 shares 11,595 $603K 0.04% +2,161 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,559 shares; 2024Q4: 19,733 shares; 2025Q1: 20,761 shares; 2025Q2: 20,364 shares; 2025Q3: 20,350 shares; 2025Q4: 20,354 shares; 2026Q1: 23,083 shares 23,083 $603K 0.04% +2,729 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: 7,117 shares; 2024Q4: 7,378 shares; 2025Q1: 7,629 shares; 2025Q2: 7,856 shares; 2025Q3: 6,986 shares; 2025Q4: 6,656 shares; 2026Q1: 7,400 shares 7,400 $599K 0.04% +744 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: 6,746 shares; 2024Q4: 6,764 shares; 2025Q1: 6,808 shares; 2025Q2: 6,703 shares; 2025Q3: 6,181 shares; 2025Q4: 6,197 shares; 2026Q1: 7,147 shares 7,147 $598K 0.04% +950 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,342 shares; 2025Q1: 4,644 shares; 2025Q2: 4,369 shares; 2025Q3: 4,151 shares; 2025Q4: 4,129 shares; 2026Q1: 4,718 shares 4,718 $597K 0.04% +589 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,259 shares; 2024Q4: 37,325 shares; 2025Q1: 35,949 shares; 2025Q2: 35,279 shares; 2025Q3: 28,669 shares; 2025Q4: 17,568 shares; 2026Q1: 20,567 shares 20,567 $590K 0.04% +2,999 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: 5,601 shares; 2024Q4: 5,846 shares; 2025Q1: 6,420 shares; 2025Q2: 6,453 shares; 2025Q3: 6,683 shares; 2025Q4: 6,476 shares; 2026Q1: 7,386 shares 7,386 $587K 0.04% +910 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 3,278 shares; 2025Q2: 3,215 shares; 2025Q3: 3,154 shares; 2025Q4: 3,080 shares; 2026Q1: 3,217 shares 3,217 $587K 0.04% +137 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 5,921 shares; 2025Q1: 7,217 shares; 2025Q2: 6,374 shares; 2025Q3: 6,428 shares; 2025Q4: 6,703 shares; 2026Q1: 8,136 shares 8,136 $584K 0.04% +1,433 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: 6,281 shares; 2024Q4: 6,184 shares; 2025Q1: 6,731 shares; 2025Q2: 6,479 shares; 2025Q3: 5,515 shares; 2025Q4: 5,560 shares; 2026Q1: 6,728 shares 6,728 $583K 0.04% +1,168 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: 7,598 shares; 2024Q4: 7,575 shares; 2025Q1: 7,643 shares; 2025Q2: 7,540 shares; 2025Q3: 6,576 shares; 2025Q4: 6,616 shares; 2026Q1: 7,806 shares 7,806 $582K 0.04% +1,190 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,400 shares; 2025Q1: 2,447 shares; 2025Q2: 2,219 shares; 2025Q3: 2,139 shares; 2025Q4: 1,690 shares; 2026Q1: 1,998 shares 1,998 $580K 0.04% +308 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,585 shares; 2025Q1: 3,150 shares; 2025Q2: 3,090 shares; 2025Q3: 2,501 shares; 2025Q4: 2,104 shares; 2026Q1: 2,124 shares 2,124 $575K 0.04% +20 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: 9,950 shares; 2025Q1: 10,789 shares; 2025Q2: 10,769 shares; 2025Q3: 10,263 shares; 2025Q4: 10,174 shares; 2026Q1: 11,636 shares 11,636 $570K 0.04% +1,462 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: 7,729 shares; 2024Q4: 7,893 shares; 2025Q1: 8,109 shares; 2025Q2: 7,568 shares; 2025Q3: 6,391 shares; 2025Q4: 5,756 shares; 2026Q1: 6,580 shares 6,580 $561K 0.04% +824 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,698 shares; 2025Q1: 2,511 shares; 2025Q2: 2,497 shares; 2025Q3: 2,328 shares; 2025Q4: 2,274 shares; 2026Q1: 2,678 shares 2,678 $560K 0.04% +404 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,160 shares; 2025Q1: 2,189 shares; 2025Q2: 2,153 shares; 2025Q3: 1,996 shares; 2025Q4: 1,792 shares; 2026Q1: 2,093 shares 2,093 $557K 0.04% +301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 790 shares 790 $555K 0.04% +38 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,327 shares; 2025Q1: 1,338 shares; 2025Q2: 1,323 shares; 2025Q3: 1,145 shares; 2025Q4: 1,110 shares; 2026Q1: 1,259 shares 1,259 $549K 0.04% +149 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,062 shares; 2025Q1: 6,598 shares; 2025Q2: 6,654 shares; 2025Q3: 6,275 shares; 2025Q4: 6,436 shares; 2026Q1: 7,507 shares 7,507 $546K 0.04% +1,071 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 1,990 shares; 2025Q1: 2,159 shares; 2025Q2: 2,347 shares; 2025Q3: 1,777 shares; 2025Q4: 1,674 shares; 2026Q1: 1,963 shares 1,963 $545K 0.04% +289 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 8,254 shares; 2025Q1: 8,336 shares; 2025Q2: 8,045 shares; 2025Q3: 8,276 shares; 2025Q4: 8,196 shares; 2026Q1: 8,233 shares 8,233 $544K 0.04% +37 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 20,740 shares; 2025Q1: 20,377 shares; 2025Q2: 18,806 shares; 2025Q3: 18,994 shares; 2025Q4: 18,851 shares; 2026Q1: 22,763 shares 22,763 $542K 0.04% +3,912 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: 17,862 shares; 2024Q4: 16,642 shares; 2025Q1: 16,450 shares; 2025Q2: 16,761 shares; 2025Q3: 15,259 shares; 2025Q4: 14,703 shares; 2026Q1: 16,832 shares 16,832 $539K 0.04% +2,129 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: 6,697 shares; 2024Q4: 7,745 shares; 2025Q1: 8,952 shares; 2025Q2: 8,616 shares; 2025Q3: 8,735 shares; 2025Q4: 8,897 shares; 2026Q1: 9,161 shares 9,161 $536K 0.04% +264 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: 12,582 shares; 2024Q4: 13,006 shares; 2025Q1: 13,356 shares; 2025Q2: 11,660 shares; 2025Q3: 10,389 shares; 2025Q4: 9,696 shares; 2026Q1: 11,505 shares 11,505 $529K 0.04% +1,809 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: 2,287 shares; 2024Q4: 2,495 shares; 2025Q1: 2,733 shares; 2025Q2: 2,793 shares; 2025Q3: 2,771 shares; 2025Q4: 2,456 shares; 2026Q1: 907 shares 907 $523K 0.04% -1,549 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,287 shares; 2026Q1: 14,086 shares 14,086 $519K 0.04% -201 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,583 shares; 2025Q1: 2,543 shares; 2025Q2: 2,461 shares; 2025Q3: 2,318 shares; 2025Q4: 2,233 shares; 2026Q1: 2,500 shares 2,500 $510K 0.03% +267 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,673 shares; 2024Q4: 4,692 shares; 2025Q1: 5,085 shares; 2025Q2: 4,660 shares; 2025Q3: 4,192 shares; 2025Q4: 3,761 shares; 2026Q1: 4,421 shares 4,421 $508K 0.03% +660 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: 18,428 shares; 2024Q4: 18,168 shares; 2025Q1: 20,416 shares; 2025Q2: 18,977 shares; 2025Q3: 18,485 shares; 2025Q4: 18,961 shares; 2026Q1: 19,490 shares 19,490 $508K 0.03% +529 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: 58,335 shares; 2024Q4: 58,669 shares; 2025Q1: 61,989 shares; 2025Q2: 57,919 shares; 2025Q3: 62,012 shares; 2025Q4: 63,125 shares; 2026Q1: 63,824 shares 63,824 $507K 0.03% +699 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,723 shares; 2024Q4: 20,830 shares; 2025Q1: 20,934 shares; 2025Q2: 21,290 shares; 2025Q3: 20,318 shares; 2025Q4: 19,992 shares; 2026Q1: 22,320 shares 22,320 $506K 0.03% +2,328 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,900 shares; 2025Q1: 13,080 shares; 2025Q2: 12,825 shares; 2025Q3: 11,757 shares; 2025Q4: 10,967 shares; 2026Q1: 10,488 shares 10,488 $505K 0.03% -479 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: 7,818 shares; 2024Q4: 6,992 shares; 2025Q1: 7,860 shares; 2025Q2: 8,122 shares; 2025Q3: 5,601 shares; 2025Q4: 5,973 shares; 2026Q1: 7,020 shares 7,020 $505K 0.03% +1,047 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,468 shares; 2025Q1: 1,480 shares; 2025Q2: 1,401 shares; 2025Q3: 1,228 shares; 2025Q4: 1,206 shares; 2026Q1: 1,396 shares 1,396 $501K 0.03% +190 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: 26,267 shares; 2024Q4: 25,845 shares; 2025Q1: 26,464 shares; 2025Q2: 24,866 shares; 2025Q3: 24,344 shares; 2025Q4: 23,434 shares; 2026Q1: 24,130 shares 24,130 $501K 0.03% +696 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,044 shares; 2024Q4: 7,080 shares; 2025Q1: 7,184 shares; 2025Q2: 6,779 shares; 2025Q3: 6,300 shares; 2025Q4: 6,127 shares; 2026Q1: 7,077 shares 7,077 $500K 0.03% +950 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: 2,997 shares; 2024Q4: 2,868 shares; 2025Q1: 2,899 shares; 2025Q2: 2,508 shares; 2025Q3: 2,317 shares; 2025Q4: 2,074 shares; 2026Q1: 2,295 shares 2,295 $497K 0.03% +221 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 2,757 shares; 2025Q1: 2,925 shares; 2025Q2: 3,129 shares; 2025Q3: 2,042 shares; 2025Q4: 1,832 shares; 2026Q1: 3,091 shares 3,091 $496K 0.03% +1,259 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,270 shares; 2024Q4: 29,686 shares; 2025Q1: 25,270 shares; 2025Q2: 27,154 shares; 2025Q3: 25,439 shares; 2025Q4: 25,439 shares; 2026Q1: 25,439 shares 25,439 $491K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 17,586 shares; 2025Q2: 15,523 shares; 2025Q3: 14,864 shares; 2025Q4: 14,624 shares; 2026Q1: 14,254 shares 14,254 $491K 0.03% -370 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: 3,031 shares; 2024Q4: 2,230 shares; 2025Q1: 2,644 shares; 2025Q2: 2,642 shares; 2025Q3: 2,206 shares; 2025Q4: 2,017 shares; 2026Q1: 2,129 shares 2,129 $491K 0.03% +112 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 3,061 shares; 2025Q1: 3,071 shares; 2025Q2: 2,473 shares; 2025Q3: 2,174 shares; 2025Q4: 2,107 shares; 2026Q1: 2,468 shares 2,468 $488K 0.03% +361 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,049 shares; 2025Q3: 3,052 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $485K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,128 shares; 2025Q1: 1,129 shares; 2025Q2: 1,102 shares; 2025Q3: 1,023 shares; 2025Q4: 972 shares; 2026Q1: 1,087 shares 1,087 $483K 0.03% +115 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 824 shares; 2025Q1: 881 shares; 2025Q2: 875 shares; 2025Q3: 882 shares; 2025Q4: 884 shares; 2026Q1: 984 shares 984 $483K 0.03% +100 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,639 shares; 2024Q4: 10,802 shares; 2025Q1: 11,504 shares; 2025Q2: 10,232 shares; 2025Q3: 8,067 shares; 2025Q4: 7,435 shares; 2026Q1: 9,395 shares 9,395 $483K 0.03% +1,960 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,698 shares; 2025Q1: 9,150 shares; 2025Q2: 9,191 shares; 2025Q3: 7,997 shares; 2025Q4: 7,233 shares; 2026Q1: 8,562 shares 8,562 $482K 0.03% +1,329 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,704 shares; 2025Q1: 7,227 shares; 2025Q2: 6,976 shares; 2025Q3: 6,640 shares; 2025Q4: 5,861 shares; 2026Q1: 6,626 shares 6,626 $479K 0.03% +765 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 476 shares; 2025Q1: 486 shares; 2025Q2: 457 shares; 2025Q3: 412 shares; 2025Q4: 403 shares; 2026Q1: 437 shares 437 $476K 0.03% +34 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,224 shares; 2025Q4: 1,210 shares; 2026Q1: 1,378 shares 1,378 $474K 0.03% +168 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 35,335 shares; 2025Q1: 35,352 shares; 2025Q2: 33,669 shares; 2025Q3: 33,945 shares; 2025Q4: 35,022 shares; 2026Q1: 40,942 shares 40,942 $472K 0.03% +5,920 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 4,149 shares; 2025Q1: 4,683 shares; 2025Q2: 4,630 shares; 2025Q3: 4,799 shares; 2025Q4: 4,767 shares; 2026Q1: 4,977 shares 4,977 $472K 0.03% +210 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,188 shares; 2025Q1: 8,330 shares; 2025Q2: 7,958 shares; 2025Q3: 6,746 shares; 2025Q4: 6,446 shares; 2026Q1: 7,683 shares 7,683 $469K 0.03% +1,237 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 14,805 shares; 2025Q1: 15,347 shares; 2025Q2: 15,342 shares; 2025Q3: 15,144 shares; 2025Q4: 14,225 shares; 2026Q1: 14,007 shares 14,007 $464K 0.03% -218 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 595 shares; 2025Q2: 572 shares; 2025Q3: 543 shares; 2025Q4: 545 shares; 2026Q1: 637 shares 637 $464K 0.03% +92 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,567 shares; 2025Q1: 9,675 shares; 2025Q2: 9,558 shares; 2025Q3: 9,410 shares; 2025Q4: 9,571 shares; 2026Q1: 10,716 shares 10,716 $463K 0.03% +1,145 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: 692 shares; 2024Q4: 673 shares; 2025Q1: 682 shares; 2025Q2: 732 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 595 shares 595 $460K 0.03% +111 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,691 shares; 2025Q1: 1,615 shares; 2025Q2: 1,541 shares; 2025Q3: 1,540 shares; 2025Q4: 1,497 shares; 2026Q1: 1,603 shares 1,603 $455K 0.03% +106 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: 3,724 shares; 2024Q4: 3,427 shares; 2025Q1: 3,251 shares; 2025Q2: 3,214 shares; 2025Q3: 2,897 shares; 2025Q4: 2,887 shares; 2026Q1: 3,305 shares 3,305 $454K 0.03% +418 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,323 shares; 2025Q1: 2,207 shares; 2025Q2: 2,181 shares; 2025Q3: 1,998 shares; 2025Q4: 1,955 shares; 2026Q1: 2,305 shares 2,305 $450K 0.03% +350 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,597 shares; 2025Q2: 3,174 shares; 2025Q3: 2,835 shares; 2025Q4: 2,809 shares; 2026Q1: 3,586 shares 3,586 $450K 0.03% +777 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,478 shares; 2025Q1: 5,610 shares; 2025Q2: 5,465 shares; 2025Q3: 4,860 shares; 2025Q4: 4,988 shares; 2026Q1: 5,873 shares 5,873 $442K 0.03% +885 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,671 shares; 2025Q1: 5,911 shares; 2025Q2: 5,415 shares; 2025Q3: 4,820 shares; 2025Q4: 4,158 shares; 2026Q1: 4,793 shares 4,793 $442K 0.03% +635 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 2,648 shares; 2025Q3: 2,854 shares; 2025Q4: 2,883 shares; 2026Q1: 3,402 shares 3,402 $433K 0.03% +519 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: 5,933 shares; 2024Q4: 6,175 shares; 2025Q1: 6,361 shares; 2025Q2: 5,957 shares; 2025Q3: 5,700 shares; 2025Q4: 5,045 shares; 2026Q1: 6,038 shares 6,038 $431K 0.03% +993 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,148 shares; 2025Q1: 4,613 shares; 2025Q2: 4,553 shares; 2025Q3: 4,129 shares; 2025Q4: 4,099 shares; 2026Q1: 4,483 shares 4,483 $430K 0.03% +384 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,674 shares; 2025Q1: 3,619 shares; 2025Q2: 2,934 shares; 2025Q3: 2,624 shares; 2025Q4: 2,606 shares; 2026Q1: 2,933 shares 2,933 $429K 0.03% +327 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,442 shares; 2025Q1: 3,457 shares; 2025Q2: 3,469 shares; 2025Q3: 3,091 shares; 2025Q4: 2,955 shares; 2026Q1: 3,149 shares 3,149 $427K 0.03% +194 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,298 shares; 2025Q1: 2,246 shares; 2025Q2: 2,199 shares; 2025Q3: 2,168 shares; 2025Q4: 2,183 shares; 2026Q1: 2,514 shares 2,514 $425K 0.03% +331 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 3,030 shares; 2025Q2: 3,022 shares; 2025Q3: 3,131 shares; 2025Q4: 3,053 shares; 2026Q1: 3,141 shares 3,141 $425K 0.03% +88 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 747 shares; 2025Q1: 760 shares; 2025Q2: 744 shares; 2025Q3: 708 shares; 2025Q4: 684 shares; 2026Q1: 788 shares 788 $425K 0.03% +104 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: 4,775 shares; 2024Q4: 4,983 shares; 2025Q1: 5,129 shares; 2025Q2: 4,853 shares; 2025Q3: 3,734 shares; 2025Q4: 3,612 shares; 2026Q1: 3,565 shares 3,565 $423K 0.03% -47 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,181 shares; 2025Q1: 6,731 shares; 2025Q2: 5,880 shares; 2025Q3: 6,144 shares; 2025Q4: 5,342 shares; 2026Q1: 6,503 shares 6,503 $420K 0.03% +1,161 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,980 shares; 2025Q1: 5,133 shares; 2025Q2: 4,906 shares; 2025Q3: 4,537 shares; 2025Q4: 3,975 shares; 2026Q1: 4,300 shares 4,300 $420K 0.03% +325 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 5,225 shares; 2025Q2: 4,429 shares; 2025Q3: 4,603 shares; 2025Q4: 4,670 shares; 2026Q1: 5,132 shares 5,132 $420K 0.03% +462 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,921 shares; 2025Q1: 6,263 shares; 2025Q2: 5,451 shares; 2025Q3: 5,357 shares; 2025Q4: 4,438 shares; 2026Q1: 5,689 shares 5,689 $416K 0.03% +1,251 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: 3,234 shares; 2024Q4: not reported; 2025Q1: 3,348 shares; 2025Q2: 3,083 shares; 2025Q3: 3,083 shares; 2025Q4: 3,100 shares; 2026Q1: 3,167 shares 3,167 $414K 0.03% +67 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,741 shares; 2025Q3: 1,484 shares; 2025Q4: 1,424 shares; 2026Q1: 1,716 shares 1,716 $411K 0.03% +292 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,706 shares; 2025Q1: 1,716 shares; 2025Q2: 1,695 shares; 2025Q3: 1,533 shares; 2025Q4: 1,458 shares; 2026Q1: 1,758 shares 1,758 $408K 0.03% +300 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: 16,564 shares; 2024Q4: 16,564 shares; 2025Q1: 20,876 shares; 2025Q2: 16,904 shares; 2025Q3: 24,985 shares; 2025Q4: 18,975 shares; 2026Q1: 19,597 shares 19,597 $402K 0.03% +622 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: 2,701 shares; 2024Q4: 2,680 shares; 2025Q1: 2,712 shares; 2025Q2: 2,584 shares; 2025Q3: 2,315 shares; 2025Q4: 2,336 shares; 2026Q1: 2,760 shares 2,760 $400K 0.03% +424 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,425 shares; 2025Q1: 3,876 shares; 2025Q2: 3,596 shares; 2025Q3: 3,123 shares; 2025Q4: 4,823 shares; 2026Q1: 5,304 shares 5,304 $399K 0.03% +481 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: 18,310 shares; 2024Q4: 18,362 shares; 2025Q1: 19,673 shares; 2025Q2: 17,987 shares; 2025Q3: 18,265 shares; 2025Q4: 18,579 shares; 2026Q1: 18,819 shares 18,819 $398K 0.03% +240 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 635 shares; 2025Q1: 651 shares; 2025Q2: 641 shares; 2025Q3: 575 shares; 2025Q4: 572 shares; 2026Q1: 702 shares 702 $394K 0.03% +130 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,686 shares; 2025Q1: 3,846 shares; 2025Q2: 3,685 shares; 2025Q3: 3,684 shares; 2025Q4: 3,543 shares; 2026Q1: 3,959 shares 3,959 $392K 0.03% +416 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: 2,484 shares; 2024Q4: 2,592 shares; 2025Q1: 2,562 shares; 2025Q2: 2,366 shares; 2025Q3: 2,335 shares; 2025Q4: not reported; 2026Q1: 3,017 shares 3,017 $392K 0.03% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,587 shares; 2025Q1: 3,851 shares; 2025Q2: 4,131 shares; 2025Q3: 4,045 shares; 2025Q4: 3,842 shares; 2026Q1: 3,816 shares 3,816 $390K 0.03% -26 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: 3,289 shares; 2024Q4: 2,877 shares; 2025Q1: 3,036 shares; 2025Q2: 3,347 shares; 2025Q3: 3,200 shares; 2025Q4: 3,225 shares; 2026Q1: 3,687 shares 3,687 $390K 0.03% +462 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,449 shares; 2025Q1: 4,813 shares; 2025Q2: 4,473 shares; 2025Q3: 3,039 shares; 2025Q4: 2,708 shares; 2026Q1: 2,949 shares 2,949 $387K 0.03% +241 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 22,325 shares; 2025Q1: 22,939 shares; 2025Q2: 21,166 shares; 2025Q3: 21,148 shares; 2025Q4: 20,805 shares; 2026Q1: 24,396 shares 24,396 $382K 0.03% +3,591 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,286 shares 1,286 $381K 0.03% +241 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,461 shares; 2025Q1: 2,608 shares; 2025Q2: 2,284 shares; 2025Q3: 1,670 shares; 2025Q4: 1,637 shares; 2026Q1: 1,935 shares 1,935 $381K 0.03% +298 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 7,166 shares; 2025Q1: 7,375 shares; 2025Q2: 7,341 shares; 2025Q3: 7,367 shares; 2025Q4: 9,254 shares; 2026Q1: 9,399 shares 9,399 $380K 0.03% +145 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 5,137 shares; 2025Q1: 6,123 shares; 2025Q2: 5,967 shares; 2025Q3: 6,171 shares; 2025Q4: 6,099 shares; 2026Q1: 6,059 shares 6,059 $379K 0.03% -40 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 9,934 shares; 2025Q1: 11,282 shares; 2025Q2: 8,586 shares; 2025Q3: 7,922 shares; 2025Q4: 8,184 shares; 2026Q1: 8,616 shares 8,616 $378K 0.03% +432 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,390 shares; 2025Q1: 3,295 shares; 2025Q2: 3,279 shares; 2025Q3: 2,939 shares; 2025Q4: 2,951 shares; 2026Q1: 3,447 shares 3,447 $377K 0.03% +496 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: 2,906 shares; 2024Q4: 2,906 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 3,093 shares; 2026Q1: 3,016 shares 3,016 $375K 0.03% -77 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,453 shares; 2025Q1: 2,465 shares; 2025Q2: 2,363 shares; 2025Q3: 2,219 shares; 2025Q4: 2,252 shares; 2026Q1: 2,769 shares 2,769 $374K 0.03% +517 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,622 shares; 2025Q1: 1,658 shares; 2025Q2: 1,645 shares; 2025Q3: 1,410 shares; 2025Q4: 1,370 shares; 2026Q1: 1,731 shares 1,731 $371K 0.03% +361 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 638 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $370K 0.03% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,876 shares; 2025Q1: 2,943 shares; 2025Q2: 3,028 shares; 2025Q3: 3,065 shares; 2025Q4: 2,888 shares; 2026Q1: 3,483 shares 3,483 $366K 0.03% +595 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: 319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 266 shares; 2025Q4: 264 shares; 2026Q1: 334 shares 334 $365K 0.03% +70 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,512 shares; 2025Q1: 1,579 shares; 2025Q2: 1,324 shares; 2025Q3: 1,368 shares; 2025Q4: 1,406 shares; 2026Q1: 1,753 shares 1,753 $362K 0.02% +347 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 13,845 shares; 2025Q1: 15,444 shares; 2025Q2: 8,279 shares; 2025Q3: 4,792 shares; 2025Q4: 3,778 shares; 2026Q1: 4,444 shares 4,444 $361K 0.02% +666 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: 4,231 shares; 2024Q4: 4,367 shares; 2025Q1: 4,379 shares; 2025Q2: 4,157 shares; 2025Q3: 3,671 shares; 2025Q4: 3,696 shares; 2026Q1: 4,511 shares 4,511 $361K 0.02% +815 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $361K 0.02% 0 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: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,671 shares; 2026Q1: 1,671 shares 1,671 $359K 0.02% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 56 shares; 2025Q3: 50 shares; 2025Q4: 48 shares; 2026Q1: 55 shares 55 $359K 0.02% +7 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares 4,655 $359K 0.02% new Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 6,844 shares; 2025Q1: 14,253 shares; 2025Q2: 15,127 shares; 2025Q3: 13,358 shares; 2025Q4: 6,540 shares; 2026Q1: 6,200 shares 6,200 $359K 0.02% -340 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 11,311 shares; 2025Q1: 11,358 shares; 2025Q2: 12,234 shares; 2025Q3: 9,592 shares; 2025Q4: 8,788 shares; 2026Q1: 10,195 shares 10,195 $358K 0.02% +1,407 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: 2,756 shares; 2024Q4: 2,756 shares; 2025Q1: 2,974 shares; 2025Q2: 2,906 shares; 2025Q3: 2,672 shares; 2025Q4: 2,449 shares; 2026Q1: 3,083 shares 3,083 $357K 0.02% +634 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,889 shares; 2025Q1: 6,259 shares; 2025Q2: 5,307 shares; 2025Q3: 5,666 shares; 2025Q4: 5,722 shares; 2026Q1: 7,034 shares 7,034 $356K 0.02% +1,312 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,172 shares; 2025Q1: 3,089 shares; 2025Q2: 3,372 shares; 2025Q3: 2,962 shares; 2025Q4: 3,027 shares; 2026Q1: 3,473 shares 3,473 $356K 0.02% +446 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,441 shares; 2025Q1: 13,605 shares; 2025Q2: 12,082 shares; 2025Q3: 12,420 shares; 2025Q4: 12,598 shares; 2026Q1: 11,820 shares 11,820 $354K 0.02% -778 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,730 shares; 2025Q1: 2,055 shares; 2025Q2: 1,847 shares; 2025Q3: 2,077 shares; 2025Q4: 1,952 shares; 2026Q1: 2,402 shares 2,402 $351K 0.02% +450 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: 2,923 shares; 2024Q4: not reported; 2025Q1: 3,257 shares; 2025Q2: 3,483 shares; 2025Q3: 3,774 shares; 2025Q4: 4,049 shares; 2026Q1: 4,133 shares 4,133 $350K 0.02% +84 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,165 shares; 2025Q1: 1,157 shares; 2025Q2: 1,151 shares; 2025Q3: 972 shares; 2025Q4: 966 shares; 2026Q1: 1,066 shares 1,066 $348K 0.02% +100 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,065 shares; 2025Q1: 5,083 shares; 2025Q2: 4,600 shares; 2025Q3: 4,033 shares; 2025Q4: 4,047 shares; 2026Q1: 4,489 shares 4,489 $346K 0.02% +442 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: 8,181 shares; 2024Q4: 8,947 shares; 2025Q1: 8,532 shares; 2025Q2: 6,844 shares; 2025Q3: 6,261 shares; 2025Q4: 4,954 shares; 2026Q1: 6,482 shares 6,482 $342K 0.02% +1,528 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,665 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,447 shares; 2025Q4: 1,466 shares; 2026Q1: 1,639 shares 1,639 $342K 0.02% +173 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: 5,289 shares; 2024Q4: 5,455 shares; 2025Q1: 5,273 shares; 2025Q2: 3,637 shares; 2025Q3: 2,677 shares; 2025Q4: 2,539 shares; 2026Q1: 3,467 shares 3,467 $341K 0.02% +928 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,968 shares; 2026Q1: 5,138 shares 5,138 $341K 0.02% +170 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: 3,552 shares; 2024Q4: 3,579 shares; 2025Q1: 3,732 shares; 2025Q2: 3,823 shares; 2025Q3: 3,058 shares; 2025Q4: 2,915 shares; 2026Q1: 4,169 shares 4,169 $341K 0.02% +1,254 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: 4,538 shares; 2024Q4: 4,875 shares; 2025Q1: 5,642 shares; 2025Q2: 4,961 shares; 2025Q3: 4,590 shares; 2025Q4: 4,430 shares; 2026Q1: 5,503 shares 5,503 $340K 0.02% +1,073 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,283 shares; 2025Q1: 4,992 shares; 2025Q2: 5,086 shares; 2025Q3: 5,187 shares; 2025Q4: 4,801 shares; 2026Q1: 4,906 shares 4,906 $340K 0.02% +105 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,177 shares; 2025Q1: 1,174 shares; 2025Q2: 1,143 shares; 2025Q3: 1,029 shares; 2025Q4: 995 shares; 2026Q1: 1,243 shares 1,243 $338K 0.02% +248 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,667 shares; 2025Q1: 1,727 shares; 2025Q2: 1,623 shares; 2025Q3: 1,519 shares; 2025Q4: 1,579 shares; 2026Q1: 1,830 shares 1,830 $338K 0.02% +251 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,121 shares; 2025Q3: 1,070 shares; 2025Q4: 1,063 shares; 2026Q1: 1,361 shares 1,361 $338K 0.02% +298 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,952 shares; 2025Q1: 1,982 shares; 2025Q2: 1,944 shares; 2025Q3: 1,778 shares; 2025Q4: 1,626 shares; 2026Q1: 1,774 shares 1,774 $337K 0.02% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,538 shares; 2026Q1: 2,569 shares 2,569 $337K 0.02% +31 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: 1,612 shares; 2024Q4: 1,614 shares; 2025Q1: 1,675 shares; 2025Q2: 1,660 shares; 2025Q3: 1,684 shares; 2025Q4: 1,729 shares; 2026Q1: 2,139 shares 2,139 $336K 0.02% +410 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,258 shares; 2025Q1: 5,207 shares; 2025Q2: 5,054 shares; 2025Q3: 4,971 shares; 2025Q4: 4,540 shares; 2026Q1: 3,737 shares 3,737 $336K 0.02% -803 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: not reported; 2025Q3: 2,291 shares; 2025Q4: 2,342 shares; 2026Q1: 3,052 shares 3,052 $336K 0.02% +710 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,238 shares; 2026Q1: 1,606 shares 1,606 $334K 0.02% +368 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,233 shares; 2025Q4: 4,272 shares; 2026Q1: 4,429 shares 4,429 $333K 0.02% +157 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,055 shares; 2025Q1: 1,056 shares; 2025Q2: 1,041 shares; 2025Q3: 1,043 shares; 2025Q4: 1,030 shares; 2026Q1: 989 shares 989 $330K 0.02% -41 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 3,017 shares; 2025Q1: 3,492 shares; 2025Q2: 3,337 shares; 2025Q3: 3,074 shares; 2025Q4: 3,271 shares; 2026Q1: 3,631 shares 3,631 $327K 0.02% +360 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,721 shares; 2025Q1: 1,719 shares; 2025Q2: 1,756 shares; 2025Q3: 1,791 shares; 2025Q4: 1,763 shares; 2026Q1: 2,114 shares 2,114 $325K 0.02% +351 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,091 shares; 2025Q1: 5,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares 4,983 $324K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,613 shares; 2025Q1: 1,576 shares; 2025Q2: 1,485 shares; 2025Q3: 1,256 shares; 2025Q4: 1,326 shares; 2026Q1: 1,619 shares 1,619 $317K 0.02% +293 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,928 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,632 shares; 2025Q4: 1,647 shares; 2026Q1: 1,752 shares 1,752 $315K 0.02% +105 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares 6,872 $314K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 571 shares; 2025Q1: 557 shares; 2025Q2: 545 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 597 shares 597 $312K 0.02% +107 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,740 shares; 2025Q1: 4,283 shares; 2025Q2: 4,159 shares; 2025Q3: 3,614 shares; 2025Q4: 3,646 shares; 2026Q1: 4,487 shares 4,487 $311K 0.02% +841 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 959 shares; 2026Q1: 1,161 shares 1,161 $309K 0.02% +202 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093 $309K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,056 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,110 shares 1,110 $307K 0.02% +29 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,121 shares; 2025Q1: 5,163 shares; 2025Q2: 4,905 shares; 2025Q3: 4,658 shares; 2025Q4: 4,118 shares; 2026Q1: 3,893 shares 3,893 $306K 0.02% -225 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $306K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 420 shares 420 $306K 0.02% +24 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,711 shares; 2025Q1: 3,680 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 3,327 shares; 2026Q1: 4,010 shares 4,010 $301K 0.02% +683 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,194 shares; 2025Q1: 4,169 shares; 2025Q2: 4,334 shares; 2025Q3: 4,227 shares; 2025Q4: 3,653 shares; 2026Q1: 4,520 shares 4,520 $300K 0.02% +867 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 987 shares; 2025Q1: 1,063 shares; 2025Q2: 1,069 shares; 2025Q3: 965 shares; 2025Q4: 962 shares; 2026Q1: 1,120 shares 1,120 $299K 0.02% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,047 shares; 2025Q4: 3,133 shares; 2026Q1: 4,131 shares 4,131 $296K 0.02% +998 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,304 shares; 2025Q1: 5,581 shares; 2025Q2: 5,451 shares; 2025Q3: 3,725 shares; 2025Q4: 3,852 shares; 2026Q1: 4,829 shares 4,829 $296K 0.02% +977 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: 10,645 shares; 2025Q3: 10,495 shares; 2025Q4: 7,158 shares; 2026Q1: 7,244 shares 7,244 $295K 0.02% +86 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 939 shares; 2025Q1: 953 shares; 2025Q2: 919 shares; 2025Q3: 804 shares; 2025Q4: 718 shares; 2026Q1: 833 shares 833 $295K 0.02% +115 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,249 shares; 2025Q1: 2,161 shares; 2025Q2: 2,053 shares; 2025Q3: 1,644 shares; 2025Q4: 1,590 shares; 2026Q1: 2,164 shares 2,164 $294K 0.02% +574 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,121 shares; 2025Q1: 1,116 shares; 2025Q2: 1,030 shares; 2025Q3: 1,023 shares; 2025Q4: 1,009 shares; 2026Q1: 968 shares 968 $294K 0.02% -41 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,303 shares; 2025Q1: 3,286 shares; 2025Q2: 3,224 shares; 2025Q3: 3,093 shares; 2025Q4: 2,704 shares; 2026Q1: 2,840 shares 2,840 $292K 0.02% +136 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,528 shares; 2025Q1: 2,523 shares; 2025Q2: 2,395 shares; 2025Q3: 2,137 shares; 2025Q4: 2,127 shares; 2026Q1: 2,552 shares 2,552 $291K 0.02% +425 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,606 shares; 2026Q1: 4,821 shares 4,821 $289K 0.02% +1,215 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 13,919 shares; 2025Q1: 16,307 shares; 2025Q2: 16,040 shares; 2025Q3: 12,940 shares; 2025Q4: 11,403 shares; 2026Q1: 12,838 shares 12,838 $288K 0.02% +1,435 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,244 shares; 2025Q2: 2,347 shares; 2025Q3: 2,542 shares; 2025Q4: 2,526 shares; 2026Q1: 2,556 shares 2,556 $286K 0.02% +30 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,459 shares; 2025Q1: 7,023 shares; 2025Q2: 6,291 shares; 2025Q3: 6,723 shares; 2025Q4: 6,261 shares; 2026Q1: 6,373 shares 6,373 $285K 0.02% +112 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 3,403 shares; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 2,998 shares; 2025Q4: 3,219 shares; 2026Q1: 4,189 shares 4,189 $285K 0.02% +970 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,368 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,365 shares; 2025Q4: 1,230 shares; 2026Q1: 1,503 shares 1,503 $285K 0.02% +273 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: 1,541 shares; 2024Q4: 1,466 shares; 2025Q1: 1,799 shares; 2025Q2: 2,320 shares; 2025Q3: 1,281 shares; 2025Q4: 1,301 shares; 2026Q1: 1,652 shares 1,652 $284K 0.02% +351 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 10,515 shares; 2025Q1: 10,785 shares; 2025Q2: 7,357 shares; 2025Q3: 6,166 shares; 2025Q4: 5,810 shares; 2026Q1: 6,172 shares 6,172 $280K 0.02% +362 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,042 shares 1,042 $277K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 638 shares; 2025Q4: not reported; 2026Q1: 1,003 shares 1,003 $276K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,656 shares; 2025Q1: 1,458 shares; 2025Q2: 1,406 shares; 2025Q3: 1,316 shares; 2025Q4: 1,296 shares; 2026Q1: 1,615 shares 1,615 $275K 0.02% +319 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: 891 shares; 2024Q4: 886 shares; 2025Q1: 892 shares; 2025Q2: 833 shares; 2025Q3: 739 shares; 2025Q4: 722 shares; 2026Q1: 946 shares 946 $275K 0.02% +224 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,440 shares 5,440 $274K 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,155 shares; 2025Q1: 1,162 shares; 2025Q2: 1,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,092 shares 1,092 $273K 0.02% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,029 shares; 2025Q1: 1,073 shares; 2025Q2: 1,039 shares; 2025Q3: 1,024 shares; 2025Q4: 847 shares; 2026Q1: 807 shares 807 $273K 0.02% -40 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 963 shares 963 $271K 0.02% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,912 shares; 2025Q2: 12,136 shares; 2025Q3: 14,190 shares; 2025Q4: 13,805 shares; 2026Q1: 14,591 shares 14,591 $270K 0.02% +786 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,381 shares; 2025Q1: 2,334 shares; 2025Q2: 1,863 shares; 2025Q3: 1,542 shares; 2025Q4: 1,308 shares; 2026Q1: 1,715 shares 1,715 $270K 0.02% +407 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,867 shares; 2025Q2: 1,921 shares; 2025Q3: 1,692 shares; 2025Q4: 1,732 shares; 2026Q1: 2,256 shares 2,256 $270K 0.02% +524 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,122 shares; 2025Q1: 3,286 shares; 2025Q2: 3,227 shares; 2025Q3: 2,471 shares; 2025Q4: 1,856 shares; 2026Q1: 2,278 shares 2,278 $269K 0.02% +422 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,285 shares 3,285 $269K 0.02% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,260 shares 11,260 $269K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 212 shares 212 $267K 0.02% +47 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares; 2026Q1: 1,610 shares 1,610 $267K 0.02% +347 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,365 shares; 2025Q1: 6,348 shares; 2025Q2: 6,315 shares; 2025Q3: 5,185 shares; 2025Q4: 4,906 shares; 2026Q1: 5,893 shares 5,893 $267K 0.02% +987 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,230 shares; 2025Q2: 4,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,163 shares 4,163 $265K 0.02% new 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: 9,932 shares; 2024Q4: 7,911 shares; 2025Q1: 6,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,344 shares 6,344 $264K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,524 shares; 2025Q3: 3,875 shares; 2025Q4: 3,809 shares; 2026Q1: 3,794 shares 3,794 $263K 0.02% -15 Timeline