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: 24,490,512 shares; 2024Q4: 22,673,374 shares; 2025Q1: 24,194,408 shares; 2025Q2: 17,143,000 shares; 2025Q3: 17,309,516 shares; 2025Q4: 17,193,834 shares; 2026Q1: 18,968,084 shares 18,968,084 $1.51B 9.31% +1,774,250 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,426,653 shares; 2024Q4: 7,116,129 shares; 2025Q1: 7,350,431 shares; 2025Q2: 7,581,592 shares; 2025Q3: 7,671,286 shares; 2025Q4: 7,449,848 shares; 2026Q1: 7,737,467 shares 7,737,467 $592M 3.65% +287,619 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: 1,734,839 shares; 2024Q4: 1,767,233 shares; 2025Q1: 1,916,233 shares; 2025Q2: 2,034,414 shares; 2025Q3: 1,965,479 shares; 2025Q4: 2,131,827 shares; 2026Q1: 2,375,330 shares 2,375,330 $414M 2.56% +243,503 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: 876,269 shares; 2024Q4: 1,164,638 shares; 2025Q1: 1,047,158 shares; 2025Q2: 1,102,702 shares; 2025Q3: 1,346,148 shares; 2025Q4: 1,397,063 shares; 2026Q1: 1,439,949 shares 1,439,949 $414M 2.56% +42,886 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376,450 shares; 2024Q4: 1,344,854 shares; 2025Q1: 1,274,460 shares; 2025Q2: 1,400,845 shares; 2025Q3: 1,507,195 shares; 2025Q4: 1,545,785 shares; 2026Q1: 1,540,643 shares 1,540,643 $391M 2.41% -5,142 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: 376,608 shares; 2024Q4: 19,881 shares; 2025Q1: 702,828 shares; 2025Q2: 338,680 shares; 2025Q3: 521,564 shares; 2025Q4: 532,101 shares; 2026Q1: 558,202 shares 558,202 $365M 2.25% +26,101 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: 5,454,565 shares; 2024Q4: 5,483,446 shares; 2025Q1: 5,449,830 shares; 2025Q2: 3,422,870 shares; 2025Q3: 3,484,384 shares; 2025Q4: 3,440,215 shares; 2026Q1: 3,730,215 shares 3,730,215 $357M 2.2% +290,000 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: 566,024 shares; 2024Q4: 562,750 shares; 2025Q1: 530,532 shares; 2025Q2: 675,603 shares; 2025Q3: 751,022 shares; 2025Q4: 766,185 shares; 2026Q1: 923,708 shares 923,708 $342M 2.11% +157,523 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559,802 shares; 2024Q4: 3,033,635 shares; 2025Q1: 3,134,492 shares; 2025Q2: 2,872,962 shares; 2025Q3: 2,966,078 shares; 2025Q4: 2,861,800 shares; 2026Q1: 2,975,068 shares 2,975,068 $258M 1.59% +113,268 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: 756,806 shares; 2024Q4: 688,079 shares; 2025Q1: 778,013 shares; 2025Q2: 830,069 shares; 2025Q3: 869,924 shares; 2025Q4: 778,936 shares; 2026Q1: 845,798 shares 845,798 $249M 1.54% +66,862 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: 476,599 shares; 2024Q4: 409,044 shares; 2025Q1: 504,799 shares; 2025Q2: 752,406 shares; 2025Q3: 900,049 shares; 2025Q4: 997,799 shares; 2026Q1: 935,339 shares 935,339 $229M 1.41% -62,460 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: 1,527,630 shares; 2024Q4: 1,747,388 shares; 2025Q1: 1,808,016 shares; 2025Q2: 1,246,697 shares; 2025Q3: 1,262,795 shares; 2025Q4: 1,700,959 shares; 2026Q1: 1,818,014 shares 1,818,014 $226M 1.39% +117,055 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: 882,049 shares; 2024Q4: 725,120 shares; 2025Q1: 715,988 shares; 2025Q2: 746,736 shares; 2025Q3: 715,397 shares; 2025Q4: 669,580 shares; 2026Q1: 653,365 shares 653,365 $202M 1.25% -16,215 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111,261 shares; 2024Q4: 1,310,242 shares; 2025Q1: 1,108,307 shares; 2025Q2: 1,786,904 shares; 2025Q3: 1,830,406 shares; 2025Q4: 1,657,362 shares; 2026Q1: 1,507,685 shares 1,507,685 $178M 1.1% -149,677 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: 222,420 shares; 2024Q4: 235,392 shares; 2025Q1: 239,979 shares; 2025Q2: 257,389 shares; 2025Q3: 269,193 shares; 2025Q4: 227,630 shares; 2026Q1: 305,530 shares 305,530 $175M 1.08% +77,900 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: 442,115 shares; 2024Q4: 534,801 shares; 2025Q1: 573,241 shares; 2025Q2: 582,210 shares; 2025Q3: 443,054 shares; 2025Q4: 433,381 shares; 2026Q1: 521,206 shares 521,206 $170M 1.05% +87,825 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: 579,018 shares; 2024Q4: 580,926 shares; 2025Q1: 582,029 shares; 2025Q2: 448,505 shares; 2025Q3: 455,481 shares; 2025Q4: 458,654 shares; 2026Q1: 498,238 shares 498,238 $168M 1.04% +39,584 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: 835,396 shares; 2024Q4: 934,926 shares; 2025Q1: 957,818 shares; 2025Q2: 875,292 shares; 2025Q3: 973,640 shares; 2025Q4: 1,072,718 shares; 2026Q1: 992,717 shares 992,717 $163M 1.01% -80,001 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: 1,094,114 shares; 2024Q4: 1,076,105 shares; 2025Q1: 1,067,144 shares; 2025Q2: 1,082,799 shares; 2025Q3: 1,107,632 shares; 2025Q4: 944,066 shares; 2026Q1: 949,998 shares 949,998 $161M 0.99% +5,932 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: 496,784 shares; 2024Q4: 634,276 shares; 2025Q1: 647,009 shares; 2025Q2: 612,214 shares; 2025Q3: 648,943 shares; 2025Q4: 776,019 shares; 2026Q1: 729,157 shares 729,157 $152M 0.94% -46,862 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: 157,115 shares; 2024Q4: 211,940 shares; 2025Q1: 4,296 shares; 2025Q2: 250,352 shares; 2025Q3: 256,816 shares; 2025Q4: 519,048 shares; 2026Q1: 534,514 shares 534,514 $150M 0.93% +15,466 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: 279,766 shares; 2024Q4: 221,466 shares; 2025Q1: 216,380 shares; 2025Q2: 205,284 shares; 2025Q3: 181,699 shares; 2025Q4: 181,397 shares; 2026Q1: 156,047 shares 156,047 $140M 0.86% -25,350 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: 571,614 shares; 2024Q4: 579,142 shares; 2025Q1: 418,318 shares; 2025Q2: 427,222 shares; 2025Q3: 404,328 shares; 2025Q4: 408,348 shares; 2026Q1: 452,724 shares 452,724 $137M 0.85% +44,376 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,661 shares; 2024Q4: 2,978,909 shares; 2025Q1: 4,651,417 shares; 2025Q2: 4,626,680 shares; 2025Q3: 4,359,851 shares; 2025Q4: 4,560,951 shares; 2026Q1: 4,616,512 shares 4,616,512 $134M 0.83% +55,561 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: 125,409 shares; 2024Q4: 111,241 shares; 2025Q1: 132,369 shares; 2025Q2: 138,641 shares; 2025Q3: 139,007 shares; 2025Q4: 139,218 shares; 2026Q1: 142,217 shares 142,217 $131M 0.81% +2,999 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,828 shares; 2024Q4: 68,793 shares; 2025Q1: 128,116 shares; 2025Q2: 434,952 shares; 2025Q3: 328,930 shares; 2025Q4: 302,976 shares; 2026Q1: 319,607 shares 319,607 $130M 0.8% +16,631 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,830 shares; 2024Q4: 209,476 shares; 2025Q1: 181,000 shares; 2025Q2: 187,533 shares; 2025Q3: 177,043 shares; 2025Q4: 176,274 shares; 2026Q1: 167,812 shares 167,812 $124M 0.76% -8,462 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: 718,252 shares; 2024Q4: 1,652,111 shares; 2025Q1: 1,939,905 shares; 2025Q2: 2,255,289 shares; 2025Q3: 1,881,624 shares; 2025Q4: 1,805,111 shares; 2026Q1: 1,558,479 shares 1,558,479 $121M 0.75% -246,632 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: 600,052 shares 600,052 $118M 0.73% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,026,116 shares 3,026,116 $118M 0.73% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,532 shares; 2024Q4: 461,353 shares; 2025Q1: 460,776 shares; 2025Q2: 479,906 shares; 2025Q3: 498,529 shares; 2025Q4: 513,857 shares; 2026Q1: 528,616 shares 528,616 $107M 0.66% +14,759 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: 753,834 shares; 2024Q4: 720,462 shares; 2025Q1: 741,475 shares; 2025Q2: 753,797 shares; 2025Q3: 764,193 shares; 2025Q4: 952,854 shares; 2026Q1: 798,504 shares 798,504 $106M 0.65% -154,350 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: 3,729 shares; 2024Q4: 3,902 shares; 2025Q1: 571,720 shares; 2025Q2: 604,883 shares; 2025Q3: 695,391 shares; 2025Q4: 602,793 shares; 2026Q1: 474,417 shares 474,417 $103M 0.64% -128,376 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: 1,161,663 shares; 2024Q4: 1,174,898 shares; 2025Q1: 1,020,442 shares; 2025Q2: 1,037,184 shares; 2025Q3: 1,050,405 shares; 2025Q4: 1,958,754 shares; 2026Q1: 1,413,551 shares 1,413,551 $103M 0.63% -545,203 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: 10,318 shares; 2024Q4: 10,599 shares; 2025Q1: 10,912 shares; 2025Q2: 503,258 shares; 2025Q3: 512,452 shares; 2025Q4: 516,102 shares; 2026Q1: 522,163 shares 522,163 $101M 0.62% +6,061 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 172,948 shares; 2025Q2: 190,512 shares; 2025Q3: 195,158 shares; 2025Q4: 197,619 shares; 2026Q1: 184,896 shares 184,896 $99.5M 0.61% -12,723 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: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 867,876 shares; 2025Q3: 1,133,531 shares; 2025Q4: 1,134,830 shares; 2026Q1: 1,064,277 shares 1,064,277 $99.3M 0.61% -70,553 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: 442,315 shares; 2024Q4: 435,059 shares; 2025Q1: 526,533 shares; 2025Q2: 538,513 shares; 2025Q3: 733,243 shares; 2025Q4: 735,398 shares; 2026Q1: 743,226 shares 743,226 $97.3M 0.6% +7,828 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: 867,039 shares; 2024Q4: 877,109 shares; 2025Q1: 719,561 shares; 2025Q2: 734,594 shares; 2025Q3: 748,807 shares; 2025Q4: 759,310 shares; 2026Q1: 769,554 shares 769,554 $95.6M 0.59% +10,244 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: 2,033,187 shares; 2024Q4: 2,057,093 shares; 2025Q1: 2,063,932 shares; 2025Q2: 1,843,346 shares; 2025Q3: 1,869,852 shares; 2025Q4: 1,896,262 shares; 2026Q1: 1,931,707 shares 1,931,707 $94.2M 0.58% +35,445 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: 2,215,925 shares; 2024Q4: 2,238,876 shares; 2025Q1: 2,228,874 shares; 2025Q2: 2,272,782 shares; 2025Q3: 2,319,300 shares; 2025Q4: 2,332,989 shares; 2026Q1: 3,119,680 shares 3,119,680 $90.4M 0.56% +786,691 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: 512,380 shares; 2024Q4: 178,762 shares; 2025Q1: 20,514 shares; 2025Q2: 24,018 shares; 2025Q3: 27,166 shares; 2025Q4: 30,726 shares; 2026Q1: 261,132 shares 261,132 $89.3M 0.55% +230,406 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,287,053 shares; 2025Q2: 722,718 shares; 2025Q3: 1,864,198 shares; 2025Q4: 1,858,698 shares; 2026Q1: 2,351,574 shares 2,351,574 $87.6M 0.54% +492,876 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,242 shares; 2024Q4: 63,172 shares; 2025Q1: 50,835 shares; 2025Q2: 450,595 shares; 2025Q3: 572,816 shares; 2025Q4: 589,731 shares; 2026Q1: 626,118 shares 626,118 $87M 0.54% +36,387 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: 5,755 shares; 2024Q4: 6,563 shares; 2025Q1: 7,068 shares; 2025Q2: 223,201 shares; 2025Q3: 226,598 shares; 2025Q4: 240,637 shares; 2026Q1: 356,727 shares 356,727 $86.5M 0.53% +116,090 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: 644,187 shares; 2024Q4: 848,868 shares; 2025Q1: 1,607,314 shares; 2025Q2: 1,645,277 shares; 2025Q3: 1,583,329 shares; 2025Q4: 1,594,808 shares; 2026Q1: 1,105,719 shares 1,105,719 $84.1M 0.52% -489,089 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: 225,379 shares; 2024Q4: 221,103 shares; 2025Q1: 222,273 shares; 2025Q2: 224,651 shares; 2025Q3: 227,708 shares; 2025Q4: 226,695 shares; 2026Q1: 168,075 shares 168,075 $83.3M 0.51% -58,620 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: 142,053 shares; 2024Q4: 243,847 shares; 2025Q1: 247,050 shares; 2025Q2: 251,753 shares; 2025Q3: 256,094 shares; 2025Q4: 356,164 shares; 2026Q1: 361,681 shares 361,681 $83.1M 0.51% +5,517 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: 143,250 shares; 2024Q4: 138,748 shares; 2025Q1: 224,583 shares; 2025Q2: 225,962 shares; 2025Q3: 330,433 shares; 2025Q4: 424,296 shares; 2026Q1: 398,351 shares 398,351 $82.1M 0.51% -25,945 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: 3,580 shares; 2024Q4: 3,319 shares; 2025Q1: 152,657 shares; 2025Q2: 155,153 shares; 2025Q3: 157,423 shares; 2025Q4: 158,557 shares; 2026Q1: 288,019 shares 288,019 $80.4M 0.5% +129,462 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: 10,066 shares; 2024Q4: 10,869 shares; 2025Q1: 305,769 shares; 2025Q2: 317,860 shares; 2025Q3: 324,042 shares; 2025Q4: 369,236 shares; 2026Q1: 432,477 shares 432,477 $79.9M 0.49% +63,241 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: 5,943 shares; 2024Q4: 6,269 shares; 2025Q1: 5,539 shares; 2025Q2: 5,483 shares; 2025Q3: 6,470 shares; 2025Q4: 7,146 shares; 2026Q1: 112,369 shares 112,369 $79.6M 0.49% +105,223 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 1,751,842 shares; 2025Q4: 1,753,810 shares; 2026Q1: 1,639,968 shares 1,639,968 $78.7M 0.49% -113,842 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: 168,573 shares; 2024Q4: 170,096 shares; 2025Q1: 129,020 shares; 2025Q2: 128,831 shares; 2025Q3: 129,605 shares; 2025Q4: 129,056 shares; 2026Q1: 92,940 shares 92,940 $78.6M 0.49% -36,116 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: 411,993 shares; 2024Q4: 392,529 shares; 2025Q1: 480,738 shares; 2025Q2: 325,769 shares; 2025Q3: 328,660 shares; 2025Q4: 330,914 shares; 2026Q1: 379,951 shares 379,951 $78.6M 0.49% +49,037 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: 158,677 shares; 2024Q4: 160,075 shares; 2025Q1: 189,955 shares; 2025Q2: 194,827 shares; 2025Q3: 226,476 shares; 2025Q4: 227,705 shares; 2026Q1: 249,625 shares 249,625 $77.6M 0.48% +21,920 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: 5,448,686 shares; 2024Q4: 5,230,817 shares; 2025Q1: 5,578,381 shares; 2025Q2: 5,641,996 shares; 2025Q3: 5,755,246 shares; 2025Q4: 5,764,311 shares; 2026Q1: 3,564,340 shares 3,564,340 $77.2M 0.48% -2,199,971 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: 649,463 shares; 2024Q4: 381,636 shares; 2025Q1: 22,044 shares; 2025Q2: 18,169 shares; 2025Q3: 18,723 shares; 2025Q4: 17,818 shares; 2026Q1: 640,272 shares 640,272 $77M 0.48% +622,454 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667,243 shares; 2026Q1: 693,779 shares 693,779 $76.3M 0.47% +26,536 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,424 shares; 2024Q4: 201,075 shares; 2025Q1: 196,451 shares; 2025Q2: 161,666 shares; 2025Q3: 164,161 shares; 2025Q4: 130,681 shares; 2026Q1: 111,360 shares 111,360 $75.8M 0.47% -19,321 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879,758 shares; 2024Q4: 2,990,107 shares; 2025Q1: 2,919,056 shares; 2025Q2: 2,866,902 shares; 2025Q3: 2,921,272 shares; 2025Q4: 2,895,015 shares; 2026Q1: 3,031,599 shares 3,031,599 $75.7M 0.47% +136,584 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: not reported; 2024Q4: not reported; 2025Q1: 17,268 shares; 2025Q2: 5,671,047 shares; 2025Q3: 7,156,053 shares; 2025Q4: 7,158,257 shares; 2026Q1: 6,704,499 shares 6,704,499 $75.6M 0.47% -453,758 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: 5,029,021 shares; 2024Q4: 6,384,308 shares; 2025Q1: 6,496,260 shares; 2025Q2: 6,517,672 shares; 2025Q3: 4,143,124 shares; 2025Q4: 4,105,864 shares; 2026Q1: 3,782,399 shares 3,782,399 $74.7M 0.46% -323,465 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: 191,445 shares; 2024Q4: 193,923 shares; 2025Q1: 194,841 shares; 2025Q2: 198,789 shares; 2025Q3: 212,665 shares; 2025Q4: 220,211 shares; 2026Q1: 226,722 shares 226,722 $74.5M 0.46% +6,511 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395,666 shares; 2025Q3: 339,864 shares; 2025Q4: 342,183 shares; 2026Q1: 401,711 shares 401,711 $73.2M 0.45% +59,528 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: 745,066 shares; 2024Q4: 711,622 shares; 2025Q1: 895,628 shares; 2025Q2: 904,534 shares; 2025Q3: 920,565 shares; 2025Q4: 920,721 shares; 2026Q1: 862,160 shares 862,160 $72.9M 0.45% -58,561 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: 9,986 shares; 2024Q4: 9,920 shares; 2025Q1: 9,820 shares; 2025Q2: 9,507 shares; 2025Q3: 157,136 shares; 2025Q4: 155,411 shares; 2026Q1: 219,494 shares 219,494 $72.2M 0.45% +64,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363,063 shares; 2025Q3: 368,620 shares; 2025Q4: 368,340 shares; 2026Q1: 344,381 shares 344,381 $72M 0.44% -23,959 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,022 shares; 2024Q4: 362,712 shares; 2025Q1: 369,473 shares; 2025Q2: 251,050 shares; 2025Q3: 259,451 shares; 2025Q4: 266,114 shares; 2026Q1: 270,420 shares 270,420 $71.8M 0.44% +4,306 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: 443,235 shares; 2024Q4: 448,981 shares; 2025Q1: 492,129 shares; 2025Q2: 271,706 shares; 2025Q3: 276,433 shares; 2025Q4: 514,016 shares; 2026Q1: 491,647 shares 491,647 $71M 0.44% -22,369 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,134 shares; 2024Q4: 223,796 shares; 2025Q1: 228,813 shares; 2025Q2: 230,747 shares; 2025Q3: 234,206 shares; 2025Q4: 233,596 shares; 2026Q1: 491,298 shares 491,298 $70.2M 0.43% +257,702 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: 1,196,560 shares; 2024Q4: 1,031,936 shares; 2025Q1: 471,276 shares; 2025Q2: 481,946 shares; 2025Q3: 781,701 shares; 2025Q4: 1,541,037 shares; 2026Q1: 924,171 shares 924,171 $69.6M 0.43% -616,866 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,037 shares; 2024Q4: 1,517,355 shares; 2025Q1: 1,299,355 shares; 2025Q2: 2,953,178 shares; 2025Q3: 2,781,076 shares; 2025Q4: 2,461,818 shares; 2026Q1: 2,494,669 shares 2,494,669 $69.5M 0.43% +32,851 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: 553,202 shares; 2024Q4: 561,637 shares; 2025Q1: 573,009 shares; 2025Q2: 354,432 shares; 2025Q3: 455,011 shares; 2025Q4: 455,405 shares; 2026Q1: 426,404 shares 426,404 $69M 0.43% -29,001 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: 713,112 shares; 2024Q4: 489,117 shares; 2025Q1: 473,066 shares; 2025Q2: 477,494 shares; 2025Q3: 485,122 shares; 2025Q4: 759,957 shares; 2026Q1: 715,487 shares 715,487 $68.7M 0.42% -44,470 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,896 shares; 2024Q4: 696,726 shares; 2025Q1: 1,023,593 shares; 2025Q2: 1,064,534 shares; 2025Q3: 1,144,595 shares; 2025Q4: 1,153,834 shares; 2026Q1: 1,174,028 shares 1,174,028 $68.6M 0.42% +20,194 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,582 shares; 2024Q4: 226,386 shares; 2025Q1: 235,200 shares; 2025Q2: 215,304 shares; 2025Q3: 216,629 shares; 2025Q4: 214,734 shares; 2026Q1: 131,306 shares 131,306 $68.5M 0.42% -83,428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,318 shares; 2025Q4: 6,805 shares; 2026Q1: 1,153,498 shares 1,153,498 $67.8M 0.42% +1,146,693 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,712 shares; 2025Q4: 243,785 shares; 2026Q1: 325,407 shares 325,407 $67.6M 0.42% +81,622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,164 shares; 2025Q4: 610,814 shares; 2026Q1: 624,372 shares 624,372 $67.6M 0.42% +13,558 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: 900,380 shares; 2024Q4: 791,458 shares; 2025Q1: 818,242 shares; 2025Q2: 449,853 shares; 2025Q3: 454,568 shares; 2025Q4: 441,988 shares; 2026Q1: 458,577 shares 458,577 $66.9M 0.41% +16,589 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: 171,624 shares; 2024Q4: 238,367 shares; 2025Q1: 237,802 shares; 2025Q2: 246,543 shares; 2025Q3: 251,467 shares; 2025Q4: 253,639 shares; 2026Q1: 211,212 shares 211,212 $66.4M 0.41% -42,427 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,012 shares; 2025Q1: 15,195 shares; 2025Q2: 15,956 shares; 2025Q3: 26,544 shares; 2025Q4: 645,859 shares; 2026Q1: 837,845 shares 837,845 $65.7M 0.41% +191,986 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150,162 shares; 2024Q4: not reported; 2025Q1: 1,250,520 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722,045 shares; 2026Q1: 673,500 shares 673,500 $62.4M 0.39% -48,545 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: 1,546,426 shares; 2024Q4: 1,533,031 shares; 2025Q1: 671,955 shares; 2025Q2: 44,008 shares; 2025Q3: 14,868 shares; 2025Q4: 14,515 shares; 2026Q1: 651,282 shares 651,282 $60.5M 0.37% +636,767 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: 526,737 shares; 2025Q1: 511,201 shares; 2025Q2: 527,115 shares; 2025Q3: 521,611 shares; 2025Q4: 507,019 shares; 2026Q1: 484,872 shares 484,872 $59.5M 0.37% -22,147 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: 462,462 shares; 2024Q4: 472,107 shares; 2025Q1: 621,090 shares; 2025Q2: 742,094 shares; 2025Q3: 670,826 shares; 2025Q4: 351,526 shares; 2026Q1: 357,523 shares 357,523 $59.1M 0.36% +5,997 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738,612 shares; 2024Q4: 605,719 shares; 2025Q1: 615,622 shares; 2025Q2: 614,225 shares; 2025Q3: 452,552 shares; 2025Q4: 221,918 shares; 2026Q1: 209,058 shares 209,058 $58.9M 0.36% -12,860 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,243 shares; 2025Q3: 588,689 shares; 2025Q4: 673,150 shares; 2026Q1: 2,553,072 shares 2,553,072 $58.2M 0.36% +1,879,922 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: 233,665 shares; 2024Q4: 237,452 shares; 2025Q1: 233,883 shares; 2025Q2: 160,733 shares; 2025Q3: 163,875 shares; 2025Q4: 163,282 shares; 2026Q1: 165,675 shares 165,675 $57M 0.35% +2,393 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: 2,142,546 shares; 2024Q4: 2,161,276 shares; 2025Q1: 1,907,434 shares; 2025Q2: 1,943,103 shares; 2025Q3: 1,970,383 shares; 2025Q4: 1,191,642 shares; 2026Q1: 1,216,960 shares 1,216,960 $56.5M 0.35% +25,318 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: 1,018,557 shares; 2024Q4: 1,028,945 shares; 2025Q1: 1,031,949 shares; 2025Q2: 832,086 shares; 2025Q3: 851,405 shares; 2025Q4: 853,495 shares; 2026Q1: 585,007 shares 585,007 $56.5M 0.35% -268,488 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: 436,422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098,616 shares 1,098,616 $56.5M 0.35% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 483,793 shares; 2025Q3: 428,448 shares; 2025Q4: 402,991 shares; 2026Q1: 390,475 shares 390,475 $55.6M 0.34% -12,516 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: 115,554 shares; 2024Q4: 117,035 shares; 2025Q1: 117,661 shares; 2025Q2: 118,204 shares; 2025Q3: 120,802 shares; 2025Q4: 91,736 shares; 2026Q1: 62,812 shares 62,812 $54.4M 0.34% -28,924 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: 3,827 shares; 2024Q4: 556,239 shares; 2025Q1: 3,766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574,262 shares 574,262 $53.4M 0.33% new 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: 7,145 shares; 2024Q4: 6,803 shares; 2025Q1: 5,884 shares; 2025Q2: 5,384 shares; 2025Q3: 6,431 shares; 2025Q4: 6,237 shares; 2026Q1: 339,289 shares 339,289 $52.7M 0.33% +333,052 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: 857,761 shares; 2024Q4: 860,462 shares; 2025Q1: 853,337 shares; 2025Q2: 626,219 shares; 2025Q3: 468,833 shares; 2025Q4: 471,594 shares; 2026Q1: 476,570 shares 476,570 $52.3M 0.32% +4,976 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: 957 shares; 2024Q4: 977 shares; 2025Q1: 935 shares; 2025Q2: 853 shares; 2025Q3: 916 shares; 2025Q4: 28,060 shares; 2026Q1: 39,165 shares 39,165 $51.7M 0.32% +11,105 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: 272,682 shares; 2024Q4: 261,989 shares; 2025Q1: 10,810 shares; 2025Q2: 9,247 shares; 2025Q3: 9,585 shares; 2025Q4: 9,334 shares; 2026Q1: 390,958 shares 390,958 $51.6M 0.32% +381,624 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: 377,322 shares; 2024Q4: 378,598 shares; 2025Q1: 373,999 shares; 2025Q2: 379,637 shares; 2025Q3: 386,002 shares; 2025Q4: 388,384 shares; 2026Q1: 181,540 shares 181,540 $51.5M 0.32% -206,844 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 76,842 shares; 2025Q2: 120,768 shares; 2025Q3: 124,645 shares; 2025Q4: 118,023 shares; 2026Q1: 94,452 shares 94,452 $51.4M 0.32% -23,571 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562,299 shares 562,299 $51.2M 0.32% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,226,626 shares; 2025Q2: 2,256,117 shares; 2025Q3: 2,298,006 shares; 2025Q4: 1,194,172 shares; 2026Q1: 1,122,212 shares 1,122,212 $50.9M 0.31% -71,960 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: 8,271 shares; 2024Q4: 8,442 shares; 2025Q1: 4,946 shares; 2025Q2: 4,929 shares; 2025Q3: 4,926 shares; 2025Q4: 4,765 shares; 2026Q1: 786,531 shares 786,531 $50.8M 0.31% +781,766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339,247 shares 339,247 $49.6M 0.31% new 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: 1,347,752 shares; 2024Q4: 1,352,433 shares; 2025Q1: 926,992 shares; 2025Q2: 944,582 shares; 2025Q3: 958,326 shares; 2025Q4: 971,697 shares; 2026Q1: 622,242 shares 622,242 $49.5M 0.31% -349,455 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: 237,826 shares; 2024Q4: 224,207 shares; 2025Q1: 233,740 shares; 2025Q2: 143,472 shares; 2025Q3: 7,203 shares; 2025Q4: 206,446 shares; 2026Q1: 182,425 shares 182,425 $49.4M 0.3% -24,021 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 3,037 shares; 2025Q2: 3,051 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 350,260 shares 350,260 $48.9M 0.3% +347,190 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: 2,258 shares; 2024Q4: 2,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468,365 shares 468,365 $47.8M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: 237,054 shares; 2025Q2: 242,855 shares; 2025Q3: 247,032 shares; 2025Q4: 249,258 shares; 2026Q1: 253,579 shares 253,579 $47.3M 0.29% +4,321 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: 327 shares; 2024Q4: 413 shares; 2025Q1: 56,114 shares; 2025Q2: 57,784 shares; 2025Q3: 59,140 shares; 2025Q4: 45,044 shares; 2026Q1: 31,362 shares 31,362 $46.2M 0.28% -13,682 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,422 shares 235,422 $46.1M 0.28% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,493 shares; 2024Q4: 1,516,041 shares; 2025Q1: 1,490,778 shares; 2025Q2: 1,540,397 shares; 2025Q3: 1,569,093 shares; 2025Q4: 1,562,131 shares; 2026Q1: 1,587,697 shares 1,587,697 $45.7M 0.28% +25,566 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: 676,340 shares; 2024Q4: 655,174 shares; 2025Q1: 692,839 shares; 2025Q2: 797,393 shares; 2025Q3: 810,060 shares; 2025Q4: 1,302,198 shares; 2026Q1: 688,986 shares 688,986 $45.5M 0.28% -613,212 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: 133,068 shares; 2025Q1: 105,166 shares; 2025Q2: 75,568 shares; 2025Q3: 76,665 shares; 2025Q4: 46,506 shares; 2026Q1: 47,167 shares 47,167 $45.4M 0.28% +661 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846,703 shares; 2026Q1: 2,098,152 shares 2,098,152 $44.4M 0.27% +1,251,449 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 412,079 shares 412,079 $44M 0.27% new 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: 431,055 shares; 2024Q4: 433,251 shares; 2025Q1: 431,491 shares; 2025Q2: 439,017 shares; 2025Q3: 446,311 shares; 2025Q4: 442,964 shares; 2026Q1: 448,198 shares 448,198 $43.2M 0.27% +5,234 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: not reported; 2024Q4: 35,885 shares; 2025Q1: 44,189 shares; 2025Q2: 52,132 shares; 2025Q3: 59,169 shares; 2025Q4: 41,886 shares; 2026Q1: 127,653 shares 127,653 $43.1M 0.27% +85,767 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 255,837 shares; 2025Q1: 431,941 shares; 2025Q2: not reported; 2025Q3: 64,906 shares; 2025Q4: 61,898 shares; 2026Q1: 392,533 shares 392,533 $39.3M 0.24% +330,635 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: 57,663 shares; 2024Q4: 7,257 shares; 2025Q1: 8,951 shares; 2025Q2: 74,584 shares; 2025Q3: 104,930 shares; 2025Q4: 156,092 shares; 2026Q1: 161,572 shares 161,572 $39.3M 0.24% +5,480 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 551,997 shares 551,997 $39.2M 0.24% new 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: 220,019 shares; 2024Q4: 222,513 shares; 2025Q1: 219,879 shares; 2025Q2: 223,274 shares; 2025Q3: 226,605 shares; 2025Q4: 228,426 shares; 2026Q1: 231,570 shares 231,570 $39.2M 0.24% +3,144 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: 572,765 shares; 2024Q4: 556,302 shares; 2025Q1: 592,245 shares; 2025Q2: 830,970 shares; 2025Q3: 700,858 shares; 2025Q4: 445,689 shares; 2026Q1: 251,894 shares 251,894 $38.5M 0.24% -193,795 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,832 shares; 2024Q4: 206,520 shares; 2025Q1: 214,862 shares; 2025Q2: 129,284 shares; 2025Q3: 184,536 shares; 2025Q4: 192,466 shares; 2026Q1: 134,453 shares 134,453 $37.7M 0.23% -58,013 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,247 shares; 2024Q4: 607,458 shares; 2025Q1: 602,601 shares; 2025Q2: 304,525 shares; 2025Q3: 310,802 shares; 2025Q4: 312,674 shares; 2026Q1: 172,329 shares 172,329 $37.5M 0.23% -140,345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,874,551 shares; 2026Q1: 1,779,474 shares 1,779,474 $36.8M 0.23% -95,077 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011,236 shares; 2026Q1: 996,110 shares 996,110 $36.4M 0.22% -15,126 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,899 shares; 2024Q4: 415,617 shares; 2025Q1: 440,992 shares; 2025Q2: 375,603 shares; 2025Q3: 379,223 shares; 2025Q4: 721,846 shares; 2026Q1: 393,760 shares 393,760 $35.9M 0.22% -328,086 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209,278 shares 209,278 $35.9M 0.22% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407,308 shares; 2025Q3: 550,805 shares; 2025Q4: 551,280 shares; 2026Q1: 312,896 shares 312,896 $35.5M 0.22% -238,384 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349,604 shares 349,604 $34.9M 0.22% new Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 432,131 shares; 2026Q1: 411,419 shares 411,419 $34.8M 0.21% -20,712 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601,503 shares 1,601,503 $34.4M 0.21% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,645 shares 301,645 $33.6M 0.21% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,705 shares; 2025Q2: 151,817 shares; 2025Q3: 154,034 shares; 2025Q4: 153,621 shares; 2026Q1: 144,720 shares 144,720 $33.6M 0.21% -8,901 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,117 shares; 2025Q1: 28,496 shares; 2025Q2: 63,382 shares; 2025Q3: 72,401 shares; 2025Q4: 363,593 shares; 2026Q1: 380,459 shares 380,459 $33.4M 0.21% +16,866 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: 967,315 shares; 2024Q4: 980,396 shares; 2025Q1: 881,341 shares; 2025Q2: 1,073,144 shares; 2025Q3: 1,092,975 shares; 2025Q4: 1,181,842 shares; 2026Q1: 309,500 shares 309,500 $32.5M 0.2% -872,342 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,703 shares; 2024Q4: 362,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518,889 shares 518,889 $32.5M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443,834 shares 443,834 $32.2M 0.2% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217,335 shares 217,335 $31.5M 0.19% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,643 shares; 2024Q4: 81,218 shares; 2025Q1: 74,230 shares; 2025Q2: 34,881 shares; 2025Q3: 39,681 shares; 2025Q4: 71,596 shares; 2026Q1: 83,095 shares 83,095 $30.9M 0.19% +11,499 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,372 shares; 2024Q4: 190,047 shares; 2025Q1: 311,382 shares; 2025Q2: 324,329 shares; 2025Q3: 331,325 shares; 2025Q4: 333,890 shares; 2026Q1: 162,006 shares 162,006 $29M 0.18% -171,884 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,575 shares; 2025Q1: 149,513 shares; 2025Q2: 290,853 shares; 2025Q3: 319,431 shares; 2025Q4: 289,206 shares; 2026Q1: 211,541 shares 211,541 $23.1M 0.14% -77,665 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,541 shares; 2024Q4: 581,214 shares; 2025Q1: 591,120 shares; 2025Q2: 469,957 shares; 2025Q3: 478,594 shares; 2025Q4: 644,559 shares; 2026Q1: 685,820 shares 685,820 $23M 0.14% +41,261 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330,647 shares; 2025Q3: 117,004 shares; 2025Q4: 868,819 shares; 2026Q1: 659,862 shares 659,862 $19.8M 0.12% -208,957 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,009 shares; 2025Q2: 77,637 shares; 2025Q3: 125,215 shares; 2025Q4: 123,060 shares; 2026Q1: 136,980 shares 136,980 $19.6M 0.12% +13,920 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,415 shares; 2025Q2: 239,906 shares; 2025Q3: 272,045 shares; 2025Q4: 306,566 shares; 2026Q1: 397,051 shares 397,051 $19.2M 0.12% +90,485 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,209 shares; 2025Q2: 55,175 shares; 2025Q3: 102,838 shares; 2025Q4: 113,942 shares; 2026Q1: 157,274 shares 157,274 $18.8M 0.12% +43,332 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531,286 shares; 2024Q4: 2,593,243 shares; 2025Q1: 2,604,072 shares; 2025Q2: 163,931 shares; 2025Q3: 407,426 shares; 2025Q4: 468,453 shares; 2026Q1: 531,464 shares 531,464 $18.1M 0.11% +63,011 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 37,277 shares; 2025Q1: 44,054 shares; 2025Q2: 71,133 shares; 2025Q3: 82,991 shares; 2025Q4: 79,778 shares; 2026Q1: 90,206 shares 90,206 $18M 0.11% +10,428 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435,467 shares; 2025Q3: 410,089 shares; 2025Q4: 526,197 shares; 2026Q1: 531,200 shares 531,200 $17.9M 0.11% +5,003 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,900 shares; 2024Q4: 196,836 shares; 2025Q1: 230,083 shares; 2025Q2: 251,401 shares; 2025Q3: 362,723 shares; 2025Q4: 525,235 shares; 2026Q1: 596,346 shares 596,346 $16.8M 0.1% +71,111 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,940 shares; 2025Q2: 208,748 shares; 2025Q3: 275,978 shares; 2025Q4: 331,536 shares; 2026Q1: 377,741 shares 377,741 $16.6M 0.1% +46,205 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 269,993 shares; 2026Q1: 406,102 shares 406,102 $16.4M 0.1% +136,109 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,195 shares; 2024Q4: 286,192 shares; 2025Q1: 178,765 shares; 2025Q2: 198,477 shares; 2025Q3: 331,710 shares; 2025Q4: 386,674 shares; 2026Q1: 439,549 shares 439,549 $16.4M 0.1% +52,875 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,688 shares; 2024Q4: 51,233 shares; 2025Q1: 49,951 shares; 2025Q2: 44,929 shares; 2025Q3: 51,561 shares; 2025Q4: 59,364 shares; 2026Q1: 63,968 shares 63,968 $16M 0.1% +4,604 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,945 shares; 2024Q4: 285,015 shares; 2025Q1: 334,543 shares; 2025Q2: 371,138 shares; 2025Q3: 623,295 shares; 2025Q4: 568,221 shares; 2026Q1: 640,476 shares 640,476 $16M 0.1% +72,255 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,384 shares; 2024Q4: 204,523 shares; 2025Q1: 164,921 shares; 2025Q2: 310,436 shares; 2025Q3: 352,468 shares; 2025Q4: 324,928 shares; 2026Q1: 361,387 shares 361,387 $15.2M 0.09% +36,459 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,391 shares; 2026Q1: 86,509 shares 86,509 $14.9M 0.09% +44,118 Timeline CNO CNO FINL GROUP INC More: the full row for CNO 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: 119,457 shares; 2025Q2: 188,204 shares; 2025Q3: 219,694 shares; 2025Q4: 323,625 shares; 2026Q1: 361,556 shares 361,556 $14.8M 0.09% +37,931 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,545 shares; 2024Q4: 256,501 shares; 2025Q1: 84,953 shares; 2025Q2: 80,613 shares; 2025Q3: 128,700 shares; 2025Q4: 131,671 shares; 2026Q1: 284,014 shares 284,014 $14.4M 0.09% +152,343 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,437 shares; 2025Q1: 87,400 shares; 2025Q2: 96,114 shares; 2025Q3: 108,785 shares; 2025Q4: 155,456 shares; 2026Q1: 174,867 shares 174,867 $14.2M 0.09% +19,411 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207,733 shares; 2025Q1: 244,995 shares; 2025Q2: 392,368 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568,676 shares 568,676 $14.1M 0.09% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,172 shares; 2024Q4: 178,827 shares; 2025Q1: 205,762 shares; 2025Q2: 177,383 shares; 2025Q3: 202,965 shares; 2025Q4: 143,886 shares; 2026Q1: 214,102 shares 214,102 $13.8M 0.09% +70,216 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,618 shares; 2025Q2: 254,241 shares; 2025Q3: 464,545 shares; 2025Q4: 512,744 shares; 2026Q1: 904,826 shares 904,826 $13.7M 0.08% +392,082 Timeline SPLB 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: 86,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,836 shares; 2025Q4: 104,851 shares; 2026Q1: 594,232 shares 594,232 $13.2M 0.08% +489,381 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: 42,111 shares; 2024Q4: 48,069 shares; 2025Q1: 41,372 shares; 2025Q2: 46,808 shares; 2025Q3: 52,313 shares; 2025Q4: 59,064 shares; 2026Q1: 64,459 shares 64,459 $13.1M 0.08% +5,395 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,230 shares; 2026Q1: 411,518 shares 411,518 $13.1M 0.08% +368,288 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: 350,251 shares; 2024Q4: 382,018 shares; 2025Q1: 363,997 shares; 2025Q2: 371,663 shares; 2025Q3: 380,220 shares; 2025Q4: 183,357 shares; 2026Q1: 41,789 shares 41,789 $12.6M 0.08% -141,568 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 7,278 shares; 2025Q1: 8,366 shares; 2025Q2: 9,586 shares; 2025Q3: 10,812 shares; 2025Q4: 119,406 shares; 2026Q1: 129,983 shares 129,983 $12.5M 0.08% +10,577 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 13,656 shares; 2025Q4: 24,635 shares; 2026Q1: 37,593 shares 37,593 $12M 0.07% +12,958 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 55,845 shares; 2025Q1: 62,330 shares; 2025Q2: 66,198 shares; 2025Q3: 74,564 shares; 2025Q4: 84,416 shares; 2026Q1: 91,058 shares 91,058 $11.6M 0.07% +6,642 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,993 shares; 2025Q1: 134,020 shares; 2025Q2: 149,267 shares; 2025Q3: 303,455 shares; 2025Q4: 353,168 shares; 2026Q1: 306,233 shares 306,233 $11.4M 0.07% -46,935 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,136 shares; 2025Q2: 23,845 shares; 2025Q3: 27,985 shares; 2025Q4: 32,949 shares; 2026Q1: 37,455 shares 37,455 $10.9M 0.07% +4,506 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,694 shares; 2026Q1: 70,234 shares 70,234 $10.3M 0.06% +26,540 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly 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: 72,804 shares; 2026Q1: 83,149 shares 83,149 $10.2M 0.06% +10,345 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: 10,951 shares; 2024Q4: 11,614 shares; 2025Q1: 12,341 shares; 2025Q2: 12,411 shares; 2025Q3: 15,644 shares; 2025Q4: 16,189 shares; 2026Q1: 64,792 shares 64,792 $9.53M 0.06% +48,603 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,115 shares 46,115 $9.34M 0.06% new 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: 3,167 shares; 2024Q4: 3,552 shares; 2025Q1: 3,931 shares; 2025Q2: 4,148 shares; 2025Q3: 4,390 shares; 2025Q4: 16,270 shares; 2026Q1: 18,509 shares 18,509 $9.25M 0.06% +2,239 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,654 shares; 2025Q2: 99,074 shares; 2025Q3: 137,870 shares; 2025Q4: 162,265 shares; 2026Q1: 144,231 shares 144,231 $9.25M 0.06% -18,034 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 108,383 shares; 2025Q4: 184,513 shares; 2026Q1: 142,564 shares 142,564 $9.03M 0.06% -41,949 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,359 shares; 2024Q4: 27,741 shares; 2025Q1: 31,844 shares; 2025Q2: 35,210 shares; 2025Q3: 40,808 shares; 2025Q4: 47,466 shares; 2026Q1: 52,785 shares 52,785 $9.03M 0.06% +5,319 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,486 shares 173,486 $9.01M 0.06% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 100,687 shares 100,687 $8.68M 0.05% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,344 shares; 2025Q1: 83,699 shares; 2025Q2: 92,197 shares; 2025Q3: 104,448 shares; 2025Q4: 115,952 shares; 2026Q1: 129,880 shares 129,880 $8.61M 0.05% +13,928 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 111,974 shares; 2026Q1: 241,733 shares 241,733 $8.58M 0.05% +129,759 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,922 shares; 2024Q4: 162,720 shares; 2025Q1: 170,022 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,580 shares; 2026Q1: 247,672 shares 247,672 $8.43M 0.05% +30,092 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983,527 shares; 2025Q2: 1,030,277 shares; 2025Q3: 955,729 shares; 2025Q4: not reported; 2026Q1: 223,295 shares 223,295 $8.36M 0.05% new Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,479 shares; 2024Q4: 281,327 shares; 2025Q1: 330,853 shares; 2025Q2: 367,072 shares; 2025Q3: 424,161 shares; 2025Q4: 493,609 shares; 2026Q1: 553,073 shares 553,073 $8.29M 0.05% +59,464 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: 155,213 shares; 2024Q4: 155,337 shares; 2025Q1: 153,209 shares; 2025Q2: 155,303 shares; 2025Q3: 157,699 shares; 2025Q4: 1,026 shares; 2026Q1: 37,475 shares 37,475 $8.12M 0.05% +36,449 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 6,856 shares; 2025Q1: 7,696 shares; 2025Q2: 50,344 shares; 2025Q3: 51,285 shares; 2025Q4: 8,393 shares; 2026Q1: 8,142 shares 8,142 $8.11M 0.05% -251 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,428 shares 47,428 $8M 0.05% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 6,430 shares; 2025Q1: 3,759 shares; 2025Q2: 4,469 shares; 2025Q3: 5,276 shares; 2025Q4: 6,434 shares; 2026Q1: 12,076 shares 12,076 $7.85M 0.05% +5,642 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,826 shares 214,826 $7.83M 0.05% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,337 shares; 2025Q3: 74,908 shares; 2025Q4: 69,279 shares; 2026Q1: 69,956 shares 69,956 $7.73M 0.05% +677 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: 18,765 shares; 2024Q4: 22,507 shares; 2025Q1: 15,297 shares; 2025Q2: 18,776 shares; 2025Q3: 12,516 shares; 2025Q4: 14,234 shares; 2026Q1: 8,737 shares 8,737 $7.63M 0.05% -5,497 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,977 shares; 2025Q3: 89,491 shares; 2025Q4: 94,946 shares; 2026Q1: 95,709 shares 95,709 $7.59M 0.05% +763 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT 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: 58,505 shares; 2025Q4: 68,452 shares; 2026Q1: 78,507 shares 78,507 $7.51M 0.05% +10,055 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: 4,235 shares; 2024Q4: 4,639 shares; 2025Q1: 11,333 shares; 2025Q2: 11,134 shares; 2025Q3: 9,431 shares; 2025Q4: 77,731 shares; 2026Q1: 118,364 shares 118,364 $7.43M 0.05% +40,633 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,822 shares; 2025Q4: 30,562 shares; 2026Q1: 33,750 shares 33,750 $7.13M 0.04% +3,188 Timeline IMCV 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: 90,046 shares; 2025Q3: 84,881 shares; 2025Q4: 81,732 shares; 2026Q1: 82,835 shares 82,835 $7.02M 0.04% +1,103 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,957 shares; 2024Q4: 43,726 shares; 2025Q1: 82,214 shares; 2025Q2: 62,650 shares; 2025Q3: 71,553 shares; 2025Q4: 367,901 shares; 2026Q1: 51,869 shares 51,869 $6.99M 0.04% -316,032 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: 2,228 shares; 2024Q4: 2,910 shares; 2025Q1: 2,719 shares; 2025Q2: 2,996 shares; 2025Q3: 5,120 shares; 2025Q4: 39,450 shares; 2026Q1: 43,731 shares 43,731 $6.98M 0.04% +4,281 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,966 shares; 2025Q1: 87,003 shares; 2025Q2: 95,669 shares; 2025Q3: 80,647 shares; 2025Q4: 49,281 shares; 2026Q1: 48,687 shares 48,687 $6.96M 0.04% -594 Timeline ITM 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: 147,253 shares; 2024Q4: 151,527 shares; 2025Q1: 146,190 shares; 2025Q2: 142,114 shares; 2025Q3: 140,917 shares; 2025Q4: 145,004 shares; 2026Q1: 147,221 shares 147,221 $6.84M 0.04% +2,217 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,627 shares; 2025Q3: 84,517 shares; 2025Q4: 86,460 shares; 2026Q1: 89,798 shares 89,798 $6.83M 0.04% +3,338 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,349 shares; 2024Q4: 78,557 shares; 2025Q1: 77,644 shares; 2025Q2: 99,251 shares; 2025Q3: 121,808 shares; 2025Q4: 77,671 shares; 2026Q1: 73,263 shares 73,263 $6.79M 0.04% -4,408 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: 16,719 shares; 2024Q4: 17,813 shares; 2025Q1: 18,117 shares; 2025Q2: 10,649 shares; 2025Q3: 11,014 shares; 2025Q4: 11,481 shares; 2026Q1: 11,333 shares 11,333 $6.77M 0.04% -148 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,939 shares 213,939 $6.75M 0.04% new Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,528 shares; 2024Q4: 150,742 shares; 2025Q1: 169,807 shares; 2025Q2: 185,189 shares; 2025Q3: 209,003 shares; 2025Q4: 234,111 shares; 2026Q1: 220,721 shares 220,721 $6.7M 0.04% -13,390 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 126,707 shares; 2025Q4: 148,248 shares; 2026Q1: 114,419 shares 114,419 $6.49M 0.04% -33,829 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,487 shares; 2025Q4: 142,459 shares; 2026Q1: 256,665 shares 256,665 $6.44M 0.04% +114,206 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,331 shares; 2025Q2: 440,894 shares; 2025Q3: 644,337 shares; 2025Q4: 673,563 shares; 2026Q1: 68,329 shares 68,329 $6.42M 0.04% -605,234 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,283 shares 108,283 $6.4M 0.04% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,688 shares; 2026Q1: 164,420 shares 164,420 $6.34M 0.04% +16,732 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 45,524 shares; 2025Q4: 52,640 shares; 2026Q1: 59,270 shares 59,270 $6.28M 0.04% +6,630 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255,241 shares; 2025Q3: 291,617 shares; 2025Q4: 311,082 shares; 2026Q1: 142,980 shares 142,980 $6.13M 0.04% -168,102 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,397 shares; 2025Q1: 11,121 shares; 2025Q2: 10,742 shares; 2025Q3: 10,938 shares; 2025Q4: 11,042 shares; 2026Q1: 10,979 shares 10,979 $6.03M 0.04% -63 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293,417 shares 293,417 $6.02M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,310 shares; 2025Q3: 1,440 shares; 2025Q4: 11,068 shares; 2026Q1: 12,867 shares 12,867 $5.93M 0.04% +1,799 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,490 shares; 2025Q2: 36,894 shares; 2025Q3: 23,811 shares; 2025Q4: 64,402 shares; 2026Q1: 79,479 shares 79,479 $5.91M 0.04% +15,077 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 7,122 shares; 2025Q1: 8,486 shares; 2025Q2: 9,749 shares; 2025Q3: 10,907 shares; 2025Q4: 12,377 shares; 2026Q1: 13,327 shares 13,327 $5.76M 0.04% +950 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,572 shares; 2025Q4: 50,265 shares; 2026Q1: 52,196 shares 52,196 $5.71M 0.04% +1,931 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: 21,873 shares; 2024Q4: 26,212 shares; 2025Q1: 21,901 shares; 2025Q2: 28,231 shares; 2025Q3: 40,136 shares; 2025Q4: 45,933 shares; 2026Q1: 50,260 shares 50,260 $5.6M 0.03% +4,327 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: 11,945 shares; 2024Q4: 12,839 shares; 2025Q1: 32,835 shares; 2025Q2: 32,777 shares; 2025Q3: 34,289 shares; 2025Q4: 17,929 shares; 2026Q1: 19,191 shares 19,191 $5.51M 0.03% +1,262 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,437 shares 195,437 $5.39M 0.03% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,938 shares; 2025Q1: not reported; 2025Q2: 25,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,673 shares 66,673 $5.34M 0.03% new Timeline BIZD 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: 256,405 shares; 2024Q4: 262,213 shares; 2025Q1: 128,156 shares; 2025Q2: 541,456 shares; 2025Q3: 220,371 shares; 2025Q4: 427,415 shares; 2026Q1: 412,737 shares 412,737 $5.28M 0.03% -14,678 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,090 shares; 2025Q2: 310,132 shares; 2025Q3: 331,136 shares; 2025Q4: 337,101 shares; 2026Q1: 173,373 shares 173,373 $5.24M 0.03% -163,728 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: 8,317 shares; 2024Q4: 6,667 shares; 2025Q1: 4,357 shares; 2025Q2: 5,254 shares; 2025Q3: 6,230 shares; 2025Q4: 10,649 shares; 2026Q1: 10,810 shares 10,810 $5.18M 0.03% +161 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: 26,786 shares; 2024Q4: 27,108 shares; 2025Q1: 26,608 shares; 2025Q2: 25,393 shares; 2025Q3: 24,957 shares; 2025Q4: 25,876 shares; 2026Q1: 25,531 shares 25,531 $5.08M 0.03% -345 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 595 shares; 2026Q1: 12,518 shares 12,518 $4.98M 0.03% +11,923 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,201 shares; 2024Q4: 103,945 shares; 2025Q1: 67,390 shares; 2025Q2: 94,604 shares; 2025Q3: 92,514 shares; 2025Q4: 90,994 shares; 2026Q1: 88,225 shares 88,225 $4.32M 0.03% -2,769 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: 23,833 shares; 2024Q4: 27,018 shares; 2025Q1: 13,569 shares; 2025Q2: 16,142 shares; 2025Q3: 18,406 shares; 2025Q4: 230,907 shares; 2026Q1: 22,934 shares 22,934 $4.28M 0.03% -207,973 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: 16,220 shares; 2024Q4: 15,792 shares; 2025Q1: 15,464 shares; 2025Q2: 15,585 shares; 2025Q3: 17,576 shares; 2025Q4: 17,474 shares; 2026Q1: 17,627 shares 17,627 $4.16M 0.03% +153 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: not reported; 2024Q4: not reported; 2025Q1: 45,124 shares; 2025Q2: 92,418 shares; 2025Q3: 104,919 shares; 2025Q4: 45,739 shares; 2026Q1: 50,522 shares 50,522 $4.13M 0.03% +4,783 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: 7,358 shares; 2024Q4: 7,424 shares; 2025Q1: 7,198 shares; 2025Q2: 7,230 shares; 2025Q3: 9,601 shares; 2025Q4: 13,333 shares; 2026Q1: 12,191 shares 12,191 $3.91M 0.02% -1,142 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,733 shares; 2025Q3: 61,358 shares; 2025Q4: 62,657 shares; 2026Q1: 103,410 shares 103,410 $3.8M 0.02% +40,753 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,464 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,215 shares 67,215 $3.8M 0.02% new 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: 2,742 shares; 2024Q4: 3,598 shares; 2025Q1: 3,880 shares; 2025Q2: 3,800 shares; 2025Q3: 4,046 shares; 2025Q4: 4,656 shares; 2026Q1: 6,283 shares 6,283 $3.63M 0.02% +1,627 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,978 shares; 2024Q4: 185,345 shares; 2025Q1: not reported; 2025Q2: 87,129 shares; 2025Q3: 119,326 shares; 2025Q4: 60,984 shares; 2026Q1: 153,189 shares 153,189 $3.52M 0.02% +92,205 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: 3,081 shares; 2024Q4: 3,957 shares; 2025Q1: 4,186 shares; 2025Q2: 3,187 shares; 2025Q3: 4,019 shares; 2025Q4: 6,709 shares; 2026Q1: 7,555 shares 7,555 $3.3M 0.02% +846 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 17,129 shares; 2025Q1: 34,185 shares; 2025Q2: 6,118 shares; 2025Q3: 7,207 shares; 2025Q4: 8,425 shares; 2026Q1: 7,699 shares 7,699 $3.28M 0.02% -726 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,166 shares; 2024Q4: 179,923 shares; 2025Q1: 108,027 shares; 2025Q2: 81,339 shares; 2025Q3: 59,194 shares; 2025Q4: 41,131 shares; 2026Q1: 35,637 shares 35,637 $3.27M 0.02% -5,494 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: 4,960 shares; 2024Q4: 4,731 shares; 2025Q1: 4,904 shares; 2025Q2: 4,866 shares; 2025Q3: 4,899 shares; 2025Q4: 4,980 shares; 2026Q1: 5,197 shares 5,197 $3.14M 0.02% +217 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,057 shares; 2025Q2: 40,248 shares; 2025Q3: 27,130 shares; 2025Q4: 27,903 shares; 2026Q1: 60,692 shares 60,692 $3.03M 0.02% +32,789 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,413 shares; 2024Q4: 68,019 shares; 2025Q1: 67,479 shares; 2025Q2: 62,968 shares; 2025Q3: 81,501 shares; 2025Q4: 79,115 shares; 2026Q1: 76,770 shares 76,770 $2.94M 0.02% -2,345 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,635 shares; 2024Q4: 210,343 shares; 2025Q1: 214,641 shares; 2025Q2: 210,207 shares; 2025Q3: 220,975 shares; 2025Q4: 225,162 shares; 2026Q1: 257,152 shares 257,152 $2.89M 0.02% +31,990 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,589 shares; 2024Q4: 27,689 shares; 2025Q1: 27,295 shares; 2025Q2: 24,443 shares; 2025Q3: 26,079 shares; 2025Q4: 26,151 shares; 2026Q1: 27,287 shares 27,287 $2.78M 0.02% +1,136 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: 10,064 shares; 2024Q4: 10,206 shares; 2025Q1: 10,267 shares; 2025Q2: 10,067 shares; 2025Q3: 11,551 shares; 2025Q4: 12,063 shares; 2026Q1: 12,258 shares 12,258 $2.77M 0.02% +195 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,922 shares; 2024Q4: 87,148 shares; 2025Q1: not reported; 2025Q2: 86,504 shares; 2025Q3: 91,979 shares; 2025Q4: 104,748 shares; 2026Q1: 116,343 shares 116,343 $2.68M 0.02% +11,595 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,765 shares; 2024Q4: 50,215 shares; 2025Q1: not reported; 2025Q2: 102,946 shares; 2025Q3: 57,901 shares; 2025Q4: 60,139 shares; 2026Q1: 66,612 shares 66,612 $2.67M 0.02% +6,473 Timeline BKLN 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: 98,791 shares; 2024Q4: 101,346 shares; 2025Q1: not reported; 2025Q2: 99,540 shares; 2025Q3: 105,890 shares; 2025Q4: 118,284 shares; 2026Q1: 130,133 shares 130,133 $2.66M 0.02% +11,849 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,941 shares; 2024Q4: 40,173 shares; 2025Q1: not reported; 2025Q2: 40,235 shares; 2025Q3: 42,789 shares; 2025Q4: 48,221 shares; 2026Q1: 52,695 shares 52,695 $2.65M 0.02% +4,474 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,330 shares; 2024Q4: 42,555 shares; 2025Q1: not reported; 2025Q2: 42,709 shares; 2025Q3: 45,476 shares; 2025Q4: 51,913 shares; 2026Q1: 56,616 shares 56,616 $2.64M 0.02% +4,703 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,011 shares 103,011 $2.62M 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,758 shares 23,758 $2.62M 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,321 shares; 2026Q1: 15,502 shares 15,502 $2.62M 0.02% +4,181 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,400 shares; 2025Q1: 42,377 shares; 2025Q2: 37,804 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,194 shares 34,194 $2.57M 0.02% new Timeline ICLN 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: 263,435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,153 shares; 2026Q1: 140,360 shares 140,360 $2.57M 0.02% -87,793 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: not reported; 2025Q1: 15,329 shares; 2025Q2: 20,821 shares; 2025Q3: 17,778 shares; 2025Q4: 8,796 shares; 2026Q1: 11,274 shares 11,274 $2.47M 0.02% +2,478 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,902 shares; 2025Q4: 52,483 shares; 2026Q1: 43,322 shares 43,322 $2.34M 0.01% -9,161 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,129 shares; 2025Q1: 25,653 shares; 2025Q2: 22,725 shares; 2025Q3: 24,732 shares; 2025Q4: 25,379 shares; 2026Q1: 27,344 shares 27,344 $2.34M 0.01% +1,965 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: not reported; 2024Q4: not reported; 2025Q1: 7,330 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,490 shares 13,490 $2.33M 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,833 shares; 2024Q4: not reported; 2025Q1: 11,979 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,914 shares 48,914 $2.24M 0.01% 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: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,280 shares; 2025Q2: 1,423 shares; 2025Q3: 1,877 shares; 2025Q4: 7,947 shares; 2026Q1: 8,133 shares 8,133 $2.24M 0.01% +186 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,988 shares 43,988 $2.24M 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,511 shares; 2024Q4: 14,062 shares; 2025Q1: 14,007 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,202 shares; 2026Q1: 27,629 shares 27,629 $2.17M 0.01% +12,427 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: 4,422 shares; 2024Q4: 4,445 shares; 2025Q1: 4,475 shares; 2025Q2: 4,120 shares; 2025Q3: 4,135 shares; 2025Q4: 4,390 shares; 2026Q1: 4,276 shares 4,276 $2.1M 0.01% -114 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: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 6,557 shares; 2025Q3: 8,431 shares; 2025Q4: 8,962 shares; 2026Q1: 22,382 shares 22,382 $2.07M 0.01% +13,420 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: 26,050 shares; 2024Q4: 30,029 shares; 2025Q1: 36,932 shares; 2025Q2: 51,969 shares; 2025Q3: 11,943 shares; 2025Q4: 11,943 shares; 2026Q1: 24,205 shares 24,205 $2.06M 0.01% +12,262 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: 2,296 shares; 2024Q4: 2,314 shares; 2025Q1: 7,695 shares; 2025Q2: 8,111 shares; 2025Q3: 8,264 shares; 2025Q4: 7,691 shares; 2026Q1: 7,706 shares 7,706 $2.05M 0.01% +15 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: 1,626 shares; 2024Q4: 1,776 shares; 2025Q1: 1,007 shares; 2025Q2: 851 shares; 2025Q3: 1,118 shares; 2025Q4: 12,363 shares; 2026Q1: 7,421 shares 7,421 $2.02M 0.01% -4,942 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,288 shares; 2024Q4: 189,341 shares; 2025Q1: 94,364 shares; 2025Q2: 95,256 shares; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 3,234 shares 3,234 $1.92M 0.01% +2,732 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: 1,812,885 shares; 2024Q4: 1,729,769 shares; 2025Q1: 35,803 shares; 2025Q2: 35,786 shares; 2025Q3: 35,785 shares; 2025Q4: 46,600 shares; 2026Q1: 46,409 shares 46,409 $1.91M 0.01% -191 Timeline SOXX 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: 32,680 shares; 2025Q2: 9,593 shares; 2025Q3: 8,186 shares; 2025Q4: 6,572 shares; 2026Q1: 5,637 shares 5,637 $1.85M 0.01% -935 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,785 shares; 2025Q1: 11,297 shares; 2025Q2: 10,791 shares; 2025Q3: 11,689 shares; 2025Q4: 19,854 shares; 2026Q1: 18,594 shares 18,594 $1.81M 0.01% -1,260 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: 6,502 shares; 2024Q4: 9,479 shares; 2025Q1: 9,428 shares; 2025Q2: 10,899 shares; 2025Q3: 9,601 shares; 2025Q4: 12,866 shares; 2026Q1: 9,026 shares 9,026 $1.77M 0.01% -3,840 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 2,087 shares; 2025Q1: 3,329 shares; 2025Q2: 2,667 shares; 2025Q3: 3,885 shares; 2025Q4: 11,384 shares; 2026Q1: 13,082 shares 13,082 $1.74M 0.01% +1,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,932 shares; 2025Q3: 17,279 shares; 2025Q4: 22,708 shares; 2026Q1: 24,808 shares 24,808 $1.73M 0.01% +2,100 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: 2,782 shares; 2024Q4: 3,103 shares; 2025Q1: 3,106 shares; 2025Q2: 3,151 shares; 2025Q3: 4,347 shares; 2025Q4: 4,340 shares; 2026Q1: 2,965 shares 2,965 $1.67M 0.01% -1,375 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,656 shares; 2025Q2: 2,969 shares; 2025Q3: 88,240 shares; 2025Q4: 16,947 shares; 2026Q1: 17,094 shares 17,094 $1.63M 0.01% +147 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,555 shares; 2024Q4: 678,466 shares; 2025Q1: 669,967 shares; 2025Q2: 689,845 shares; 2025Q3: 697,107 shares; 2025Q4: 684,522 shares; 2026Q1: 33,944 shares 33,944 $1.61M 0.01% -650,578 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,209 shares; 2025Q2: 10,974 shares; 2025Q3: 11,346 shares; 2025Q4: 11,989 shares; 2026Q1: 7,326 shares 7,326 $1.57M 0.01% -4,663 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: 14,880 shares; 2024Q4: 14,259 shares; 2025Q1: 14,492 shares; 2025Q2: 38,043 shares; 2025Q3: 29,409 shares; 2025Q4: 38,930 shares; 2026Q1: 34,833 shares 34,833 $1.54M 0.01% -4,097 Timeline HYMB 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: 56,451 shares; 2024Q4: 58,441 shares; 2025Q1: 54,708 shares; 2025Q2: 54,490 shares; 2025Q3: 54,183 shares; 2025Q4: 53,953 shares; 2026Q1: 60,462 shares 60,462 $1.5M 0.01% +6,509 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: 2,178 shares; 2024Q4: 2,523 shares; 2025Q1: 2,227 shares; 2025Q2: 4,237 shares; 2025Q3: 4,413 shares; 2025Q4: 4,234 shares; 2026Q1: 3,587 shares 3,587 $1.49M 0.01% -647 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: 4,527 shares; 2024Q4: 4,476 shares; 2025Q1: 4,582 shares; 2025Q2: 4,454 shares; 2025Q3: 4,839 shares; 2025Q4: 5,330 shares; 2026Q1: 3,973 shares 3,973 $1.46M 0.01% -1,357 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,880 shares 2,880 $1.38M 0.01% new 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: 14,255 shares; 2024Q4: 13,829 shares; 2025Q1: 20,421 shares; 2025Q2: 19,918 shares; 2025Q3: 10,554 shares; 2025Q4: 10,330 shares; 2026Q1: 13,592 shares 13,592 $1.36M 0.01% +3,262 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,802 shares; 2024Q4: 50,193 shares; 2025Q1: 49,992 shares; 2025Q2: 56,710 shares; 2025Q3: 59,405 shares; 2025Q4: 58,461 shares; 2026Q1: 29,144 shares 29,144 $1.35M 0.01% -29,317 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares; 2025Q3: 8,490 shares; 2025Q4: 8,580 shares; 2026Q1: 9,086 shares 9,086 $1.35M 0.01% +506 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: 154,533 shares; 2024Q4: 154,754 shares; 2025Q1: 153,544 shares; 2025Q2: 158,348 shares; 2025Q3: 160,923 shares; 2025Q4: 160,443 shares; 2026Q1: 6,576 shares 6,576 $1.34M 0.01% -153,867 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: 2,785 shares; 2024Q4: 3,076 shares; 2025Q1: 3,068 shares; 2025Q2: 2,767 shares; 2025Q3: 2,893 shares; 2025Q4: 141,916 shares; 2026Q1: 3,700 shares 3,700 $1.32M 0.01% -138,216 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly 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: 7,336 shares 7,336 $1.27M 0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 9,281 shares; 2026Q1: 10,498 shares 10,498 $1.27M 0.01% +1,217 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: 9,262 shares; 2024Q4: 10,842 shares; 2025Q1: 9,867 shares; 2025Q2: 12,973 shares; 2025Q3: 17,519 shares; 2025Q4: 17,074 shares; 2026Q1: 18,735 shares 18,735 $1.27M 0.01% +1,661 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares 4,085 $1.24M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,908 shares; 2025Q4: 13,908 shares; 2026Q1: 13,904 shares 13,904 $1.18M 0.01% -4 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,907 shares 10,907 $1.18M 0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 7,018 shares; 2025Q4: 7,018 shares; 2026Q1: 7,018 shares 7,018 $1.13M 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 3,654 shares; 2025Q4: 3,654 shares; 2026Q1: 3,654 shares 3,654 $1.09M 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 15,845 shares; 2025Q1: 16,894 shares; 2025Q2: 14,062 shares; 2025Q3: 13,924 shares; 2025Q4: 9,787 shares; 2026Q1: 13,584 shares 13,584 $1.07M 0.01% +3,797 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: 2,471 shares; 2024Q4: 2,893 shares; 2025Q1: 2,577 shares; 2025Q2: 1,956 shares; 2025Q3: 1,954 shares; 2025Q4: 2,270 shares; 2026Q1: 2,215 shares 2,215 $1.05M 0.01% -55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 4,660 shares; 2025Q3: 4,946 shares; 2025Q4: 6,793 shares; 2026Q1: 11,517 shares 11,517 $1.04M 0.01% +4,724 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: 1,532 shares; 2024Q4: 1,954 shares; 2025Q1: 1,073 shares; 2025Q2: not reported; 2025Q3: 2,245 shares; 2025Q4: 4,734 shares; 2026Q1: 4,734 shares 4,734 $1.02M 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 11,626 shares; 2025Q1: 4,996 shares; 2025Q2: 4,468 shares; 2025Q3: 7,043 shares; 2025Q4: 10,391 shares; 2026Q1: 8,914 shares 8,914 $1.01M 0.01% -1,477 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 11,765 shares; 2025Q1: 11,628 shares; 2025Q2: 8,765 shares; 2025Q3: 21,338 shares; 2025Q4: 37,283 shares; 2026Q1: 37,283 shares 37,283 $956K 0.01% 0 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,576 shares; 2025Q4: 119,576 shares; 2026Q1: 119,576 shares 119,576 $941K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,690 shares; 2025Q2: 3,609 shares; 2025Q3: 5,456 shares; 2025Q4: 5,288 shares; 2026Q1: 4,388 shares 4,388 $938K 0.01% -900 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,639 shares; 2025Q1: 11,220 shares; 2025Q2: 5,999 shares; 2025Q3: not reported; 2025Q4: 200,875 shares; 2026Q1: 18,338 shares 18,338 $932K 0.01% -182,537 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: not reported; 2024Q4: 502 shares; 2025Q1: 490 shares; 2025Q2: 458 shares; 2025Q3: 525 shares; 2025Q4: 1,752 shares; 2026Q1: 1,345 shares 1,345 $917K 0.01% -407 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,447 shares; 2025Q1: 20,379 shares; 2025Q2: 20,425 shares; 2025Q3: 20,425 shares; 2025Q4: 20,425 shares; 2026Q1: 20,450 shares 20,450 $914K 0.01% +25 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: 779 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 2,566 shares; 2026Q1: 3,114 shares 3,114 $894K 0.01% +548 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: 978 shares; 2024Q4: 1,254 shares; 2025Q1: 1,204 shares; 2025Q2: 2,843 shares; 2025Q3: 9,969 shares; 2025Q4: 1,240 shares; 2026Q1: 1,273 shares 1,273 $889K 0.01% +33 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,848 shares; 2026Q1: 6,978 shares 6,978 $882K 0.01% +4,130 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 29,920 shares; 2025Q1: 29,920 shares; 2025Q2: 21,614 shares; 2025Q3: 21,614 shares; 2025Q4: 21,192 shares; 2026Q1: 22,523 shares 22,523 $875K 0.01% +1,331 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,627 shares; 2025Q1: 4,123 shares; 2025Q2: 3,719 shares; 2025Q3: 3,720 shares; 2025Q4: 3,532 shares; 2026Q1: 3,560 shares 3,560 $869K 0.01% +28 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,506 shares 17,506 $865K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,619 shares; 2025Q3: not reported; 2025Q4: 3,125 shares; 2026Q1: 2,750 shares 2,750 $859K 0.01% -375 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,746 shares; 2025Q3: 9,984 shares; 2025Q4: 17,496 shares; 2026Q1: 19,832 shares 19,832 $844K 0.01% +2,336 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,370 shares; 2026Q1: 7,336 shares 7,336 $810K <0.01% -34 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: 8,233 shares; 2024Q4: 8,000 shares; 2025Q1: 8,215 shares; 2025Q2: 8,219 shares; 2025Q3: 5,831 shares; 2025Q4: 5,146 shares; 2026Q1: 5,480 shares 5,480 $794K <0.01% +334 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,670 shares 9,670 $793K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,101 shares; 2025Q1: 1,991 shares; 2025Q2: 1,200 shares; 2025Q3: 1,890 shares; 2025Q4: 1,908 shares; 2026Q1: 2,065 shares 2,065 $792K <0.01% +157 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: 5,608 shares; 2024Q4: 6,042 shares; 2025Q1: 6,274 shares; 2025Q2: 5,362 shares; 2025Q3: 5,460 shares; 2025Q4: 5,993 shares; 2026Q1: 6,034 shares 6,034 $791K <0.01% +41 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: 4,126 shares; 2024Q4: 5,065 shares; 2025Q1: 4,930 shares; 2025Q2: 738,876 shares; 2025Q3: 458,457 shares; 2025Q4: 456,262 shares; 2026Q1: 7,679 shares 7,679 $788K <0.01% -448,583 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,028 shares; 2025Q1: 9,028 shares; 2025Q2: 9,882 shares; 2025Q3: 9,968 shares; 2025Q4: 9,992 shares; 2026Q1: 9,496 shares 9,496 $761K <0.01% -496 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,819 shares; 2025Q1: 4,266 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 8,466 shares; 2026Q1: 14,650 shares 14,650 $760K <0.01% +6,184 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: 2,079 shares; 2024Q4: 2,705 shares; 2025Q1: 2,853 shares; 2025Q2: 2,925 shares; 2025Q3: 3,492 shares; 2025Q4: 4,221 shares; 2026Q1: 3,597 shares 3,597 $755K <0.01% -624 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: 198,066 shares; 2024Q4: 198,818 shares; 2025Q1: 203,206 shares; 2025Q2: 207,834 shares; 2025Q3: 3,417 shares; 2025Q4: 3,861 shares; 2026Q1: 3,831 shares 3,831 $744K <0.01% -30 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: 9,987 shares; 2024Q4: 11,427 shares; 2025Q1: 8,561 shares; 2025Q2: 7,655 shares; 2025Q3: 7,534 shares; 2025Q4: 7,675 shares; 2026Q1: 7,530 shares 7,530 $741K <0.01% -145 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,212 shares; 2025Q1: 4,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares; 2026Q1: 1,993 shares 1,993 $739K <0.01% -5,372 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 6,452 shares; 2026Q1: 6,509 shares 6,509 $738K <0.01% +57 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 2,348 shares; 2025Q2: 1,011 shares; 2025Q3: 2,531 shares; 2025Q4: 11,478 shares; 2026Q1: 2,958 shares 2,958 $734K <0.01% -8,520 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 4,860 shares; 2025Q4: 4,945 shares; 2026Q1: 4,976 shares 4,976 $728K <0.01% +31 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 9,469 shares; 2025Q4: 21,808 shares; 2026Q1: 17,849 shares 17,849 $717K <0.01% -3,959 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: 3,818 shares; 2024Q4: 5,301 shares; 2025Q1: 5,418 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 5,299 shares; 2026Q1: 5,278 shares 5,278 $714K <0.01% -21 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: not reported; 2024Q4: 54 shares; 2025Q1: 66 shares; 2025Q2: 132 shares; 2025Q3: 139 shares; 2025Q4: 166 shares; 2026Q1: 169 shares 169 $712K <0.01% +3 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: 5,196 shares; 2024Q4: 4,974 shares; 2025Q1: 4,849 shares; 2025Q2: 4,930 shares; 2025Q3: 4,971 shares; 2025Q4: 5,213 shares; 2026Q1: 5,187 shares 5,187 $703K <0.01% -26 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 26,257 shares; 2025Q1: 24,173 shares; 2025Q2: 21,343 shares; 2025Q3: 21,343 shares; 2025Q4: 21,648 shares; 2026Q1: 11,570 shares 11,570 $699K <0.01% -10,078 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 1,000 shares; 2025Q3: 1,269 shares; 2025Q4: 903 shares; 2026Q1: 1,608 shares 1,608 $692K <0.01% +705 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares 3,930 $671K <0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,233 shares 9,233 $669K <0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 3,918 shares; 2025Q3: 5,179 shares; 2025Q4: 5,218 shares; 2026Q1: 5,179 shares 5,179 $664K <0.01% -39 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,799 shares; 2026Q1: 4,197 shares 4,197 $651K <0.01% +1,398 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: 32,240 shares; 2024Q4: 31,054 shares; 2025Q1: 32,032 shares; 2025Q2: 29,799 shares; 2025Q3: 27,280 shares; 2025Q4: 22,881 shares; 2026Q1: 23,157 shares 23,157 $650K <0.01% +276 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: 9,848 shares; 2024Q4: 10,375 shares; 2025Q1: 9,752 shares; 2025Q2: 9,572 shares; 2025Q3: 11,152 shares; 2025Q4: 11,987 shares; 2026Q1: 12,489 shares 12,489 $650K <0.01% +502 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,979 shares; 2026Q1: 11,979 shares 11,979 $646K <0.01% 0 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: 236,025 shares; 2024Q4: 230,168 shares; 2025Q1: 229,850 shares; 2025Q2: 242,791 shares; 2025Q3: 225,541 shares; 2025Q4: 222,161 shares; 2026Q1: 3,390 shares 3,390 $643K <0.01% -218,771 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: 1,449 shares; 2024Q4: 1,506 shares; 2025Q1: 1,884 shares; 2025Q2: 1,301 shares; 2025Q3: 2,858 shares; 2025Q4: 2,625 shares; 2026Q1: 2,649 shares 2,649 $643K <0.01% +24 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,718 shares; 2025Q1: 116,085 shares; 2025Q2: 114,204 shares; 2025Q3: 86,234 shares; 2025Q4: 114,928 shares; 2026Q1: 11,541 shares 11,541 $637K <0.01% -103,387 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,210 shares; 2026Q1: 26,210 shares 26,210 $629K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,587 shares; 2025Q2: 6,037 shares; 2025Q3: 9,779 shares; 2025Q4: 10,400 shares; 2026Q1: 9,510 shares 9,510 $628K <0.01% -890 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,698 shares; 2026Q1: 14,697 shares 14,697 $625K <0.01% -1 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 4,432 shares; 2026Q1: 9,621 shares 9,621 $617K <0.01% +5,189 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares 944 $600K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211,037 shares; 2024Q4: 621,372 shares; 2025Q1: 45,404 shares; 2025Q2: 8,577 shares; 2025Q3: not reported; 2025Q4: 183,062 shares; 2026Q1: 10,567 shares 10,567 $598K <0.01% -172,495 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,066 shares; 2025Q4: 16,172 shares; 2026Q1: 13,392 shares 13,392 $593K <0.01% -2,780 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,967 shares; 2025Q2: 13,497 shares; 2025Q3: 8,025 shares; 2025Q4: 8,025 shares; 2026Q1: 8,003 shares 8,003 $589K <0.01% -22 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,649 shares; 2025Q2: 225,458 shares; 2025Q3: 341,471 shares; 2025Q4: 17,644 shares; 2026Q1: 17,405 shares 17,405 $586K <0.01% -239 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,004 shares; 2025Q4: 5,054 shares; 2026Q1: 2,358 shares 2,358 $583K <0.01% -2,696 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,482 shares; 2025Q4: 3,542 shares; 2026Q1: 3,121 shares 3,121 $569K <0.01% -421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,034 shares; 2025Q4: 2,664 shares; 2026Q1: 3,097 shares 3,097 $564K <0.01% +433 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: 951,541 shares; 2024Q4: 955,648 shares; 2025Q1: 1,121,097 shares; 2025Q2: 1,143,431 shares; 2025Q3: 1,164,822 shares; 2025Q4: 1,169,521 shares; 2026Q1: 11,204 shares 11,204 $562K <0.01% -1,158,317 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590,275 shares; 2025Q1: 17,369 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,857 shares; 2026Q1: 8,211 shares 8,211 $562K <0.01% -49,646 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $556K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,149 shares 4,149 $550K <0.01% -351 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,832 shares; 2026Q1: 2,697 shares 2,697 $547K <0.01% -135 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 4,310 shares; 2025Q1: 3,410 shares; 2025Q2: 3,534 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,606 shares 3,606 $546K <0.01% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,156 shares; 2026Q1: 14,371 shares 14,371 $544K <0.01% +2,215 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 2,049 shares; 2025Q1: 2,247 shares; 2025Q2: 2,119 shares; 2025Q3: 2,380 shares; 2025Q4: 3,334 shares; 2026Q1: 2,990 shares 2,990 $542K <0.01% -344 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,038 shares; 2025Q4: 15,603 shares; 2026Q1: 16,086 shares 16,086 $539K <0.01% +483 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,296 shares; 2026Q1: 3,678 shares 3,678 $537K <0.01% +382 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,375 shares; 2025Q1: 16,433 shares; 2025Q2: 16,375 shares; 2025Q3: 16,390 shares; 2025Q4: 16,375 shares; 2026Q1: 16,376 shares 16,376 $536K <0.01% +1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,343 shares; 2025Q3: 4,307 shares; 2025Q4: 4,413 shares; 2026Q1: 4,273 shares 4,273 $535K <0.01% -140 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: 3,514 shares; 2024Q4: 402,522 shares; 2025Q1: 582,362 shares; 2025Q2: 612,521 shares; 2025Q3: 430,858 shares; 2025Q4: 428,540 shares; 2026Q1: 7,401 shares 7,401 $532K <0.01% -421,139 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,614,288 shares; 2025Q1: 9,974 shares; 2025Q2: 1,085,277 shares; 2025Q3: 1,016,284 shares; 2025Q4: 997,415 shares; 2026Q1: 5,426 shares 5,426 $531K <0.01% -991,989 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: 1,433 shares; 2024Q4: 1,494 shares; 2025Q1: 1,503 shares; 2025Q2: 1,510 shares; 2025Q3: 1,571 shares; 2025Q4: 1,566 shares; 2026Q1: 1,636 shares 1,636 $524K <0.01% +70 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,307 shares; 2026Q1: 1,312 shares 1,312 $517K <0.01% +5 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: not reported; 2024Q4: 11,201 shares; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 15,628 shares; 2025Q4: 12,256 shares; 2026Q1: 2,861 shares 2,861 $515K <0.01% -9,395 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: 122,603 shares; 2024Q4: 1,263 shares; 2025Q1: 1,008 shares; 2025Q2: 921 shares; 2025Q3: 1,103 shares; 2025Q4: 1,327 shares; 2026Q1: 1,449 shares 1,449 $510K <0.01% +122 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: not reported; 2024Q4: 6,891 shares; 2025Q1: 5,592 shares; 2025Q2: not reported; 2025Q3: 8,904 shares; 2025Q4: 9,935 shares; 2026Q1: 11,126 shares 11,126 $508K <0.01% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: 2,775 shares; 2025Q2: 2,810 shares; 2025Q3: 3,590 shares; 2025Q4: 3,827 shares; 2026Q1: 6,098 shares 6,098 $494K <0.01% +2,271 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,919 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares; 2025Q4: 5,131 shares; 2026Q1: 5,131 shares 5,131 $481K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,991 shares; 2025Q3: 3,017 shares; 2025Q4: 3,904 shares; 2026Q1: 4,029 shares 4,029 $478K <0.01% +125 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,066 shares; 2026Q1: 10,066 shares 10,066 $465K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 3,012 shares; 2025Q4: 4,124 shares; 2026Q1: 4,875 shares 4,875 $458K <0.01% +751 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,626 shares 4,626 $449K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 3,895 shares; 2026Q1: 3,981 shares 3,981 $447K <0.01% +86 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: 97,854 shares; 2024Q4: 134,941 shares; 2025Q1: 87,521 shares; 2025Q2: 821 shares; 2025Q3: 1,205 shares; 2025Q4: 1,179 shares; 2026Q1: 1,220 shares 1,220 $443K <0.01% +41 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares; 2026Q1: 3,679 shares 3,679 $436K <0.01% +106 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares; 2026Q1: 1,431 shares 1,431 $433K <0.01% +335 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: not reported; 2024Q4: 1,941 shares; 2025Q1: 1,444 shares; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 3,301 shares; 2026Q1: 3,746 shares 3,746 $431K <0.01% +445 Timeline HAWX 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: 10,367 shares; 2026Q1: 10,367 shares 10,367 $424K <0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: 12,433 shares; 2025Q1: 11,995 shares; 2025Q2: 3,508 shares; 2025Q3: 3,642 shares; 2025Q4: 3,851 shares; 2026Q1: 5,721 shares 5,721 $423K <0.01% +1,870 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,401 shares; 2025Q1: 1,778 shares; 2025Q2: 1,601 shares; 2025Q3: 1,866 shares; 2025Q4: 2,006 shares; 2026Q1: 2,191 shares 2,191 $420K <0.01% +185 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares; 2026Q1: 13,685 shares 13,685 $420K <0.01% +4,263 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: 50,970 shares; 2024Q4: 29,369 shares; 2025Q1: 38,029 shares; 2025Q2: 2,855 shares; 2025Q3: 2,884 shares; 2025Q4: 3,426 shares; 2026Q1: 3,425 shares 3,425 $414K <0.01% -1 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,228 shares; 2026Q1: 20,228 shares 20,228 $413K <0.01% 0 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: 4,140 shares; 2024Q4: 4,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,905 shares; 2026Q1: 5,363 shares 5,363 $403K <0.01% +458 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 266 shares; 2026Q1: 292 shares 292 $403K <0.01% +26 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: not reported; 2024Q4: 1,530 shares; 2025Q1: 2,262 shares; 2025Q2: 1,831 shares; 2025Q3: 2,171 shares; 2025Q4: 2,312 shares; 2026Q1: 2,445 shares 2,445 $392K <0.01% +133 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares 5,702 $390K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,636 shares 4,636 $387K <0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 2,203 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,777 shares; 2025Q4: 1,837 shares; 2026Q1: 1,777 shares 1,777 $384K <0.01% -60 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: 491 shares; 2024Q4: 639 shares; 2025Q1: 792 shares; 2025Q2: 741 shares; 2025Q3: 882 shares; 2025Q4: 721 shares; 2026Q1: 861 shares 861 $383K <0.01% +140 Timeline VIOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares; 2026Q1: 3,045 shares 3,045 $379K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 1,821 shares; 2026Q1: 1,832 shares 1,832 $378K <0.01% +11 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: 610 shares; 2024Q4: 636 shares; 2025Q1: 665 shares; 2025Q2: 653 shares; 2025Q3: 708 shares; 2025Q4: 840 shares; 2026Q1: 867 shares 867 $376K <0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,056 shares; 2026Q1: 2,872 shares 2,872 $376K <0.01% -184 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: 764 shares; 2024Q4: 764 shares; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 824 shares; 2025Q4: 875 shares; 2026Q1: 1,043 shares 1,043 $374K <0.01% +168 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: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,107 shares; 2025Q2: 1,122 shares; 2025Q3: 1,121 shares; 2025Q4: 1,273 shares; 2026Q1: 1,271 shares 1,271 $369K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 2,433 shares; 2025Q4: 3,194 shares; 2026Q1: 2,417 shares 2,417 $363K <0.01% -777 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,318 shares; 2025Q4: 1,690 shares; 2026Q1: 2,328 shares 2,328 $362K <0.01% +638 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 829 shares; 2025Q4: 1,227 shares; 2026Q1: 1,351 shares 1,351 $359K <0.01% +124 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,133 shares; 2026Q1: 9,319 shares 9,319 $358K <0.01% +2,186 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $357K <0.01% 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: 11,884 shares; 2024Q4: 7,417 shares; 2025Q1: 19,046 shares; 2025Q2: 208,088 shares; 2025Q3: 189,457 shares; 2025Q4: 270,775 shares; 2026Q1: 1,790 shares 1,790 $355K <0.01% -268,985 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: 1,439 shares; 2024Q4: 1,586 shares; 2025Q1: 1,690 shares; 2025Q2: 1,482 shares; 2025Q3: 1,551 shares; 2025Q4: 1,384 shares; 2026Q1: 1,623 shares 1,623 $353K <0.01% +239 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: 3,804 shares; 2024Q4: 3,808 shares; 2025Q1: 148,278 shares; 2025Q2: 15,166 shares; 2025Q3: 181,847 shares; 2025Q4: 435,499 shares; 2026Q1: 1,692 shares 1,692 $335K <0.01% -433,807 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: 6,712 shares; 2024Q4: 6,451 shares; 2025Q1: 6,051 shares; 2025Q2: 6,044 shares; 2025Q3: 8,534 shares; 2025Q4: 6,860 shares; 2026Q1: 6,329 shares 6,329 $334K <0.01% -531 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: 123,783 shares; 2024Q4: 122,953 shares; 2025Q1: 86,699 shares; 2025Q2: 87,908 shares; 2025Q3: 89,088 shares; 2025Q4: 710 shares; 2026Q1: 779 shares 779 $331K <0.01% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 845 shares 845 $331K <0.01% +55 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,005 shares; 2026Q1: 5,609 shares 5,609 $326K <0.01% -1,396 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,377 shares; 2026Q1: 2,406 shares 2,406 $320K <0.01% +29 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: 2,343 shares; 2024Q4: 2,006 shares; 2025Q1: 1,850 shares; 2025Q2: 1,899 shares; 2025Q3: 1,916 shares; 2025Q4: 2,355 shares; 2026Q1: 2,703 shares 2,703 $320K <0.01% +348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,610 shares 1,610 $318K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares 2,958 $317K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,082 shares; 2025Q1: 8,082 shares; 2025Q2: 8,082 shares; 2025Q3: 5,269 shares; 2025Q4: 5,365 shares; 2026Q1: 5,365 shares 5,365 $317K <0.01% 0 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: 159,592 shares; 2024Q4: 160,048 shares; 2025Q1: 164,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 921 shares 921 $316K <0.01% +276 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares 1,545 $306K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,686 shares; 2026Q1: 4,966 shares 4,966 $304K <0.01% +280 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,037 shares; 2024Q4: 30,126 shares; 2025Q1: 26,113 shares; 2025Q2: 26,113 shares; 2025Q3: 26,113 shares; 2025Q4: 26,113 shares; 2026Q1: 7,601 shares 7,601 $303K <0.01% -18,512 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares 7,670 $299K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 1,272 shares 1,272 $293K <0.01% +163 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: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 1,148 shares; 2025Q3: not reported; 2025Q4: 1,391 shares; 2026Q1: 1,405 shares 1,405 $293K <0.01% +14 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares 4,289 $292K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,846 shares; 2025Q1: 9,824 shares; 2025Q2: 7,064 shares; 2025Q3: 7,064 shares; 2025Q4: 6,174 shares; 2026Q1: 4,278 shares 4,278 $292K <0.01% -1,896 Timeline QGRO 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: 2,386 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares 2,770 $291K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,672 shares; 2025Q1: 3,798 shares; 2025Q2: 4,450 shares; 2025Q3: 4,622 shares; 2025Q4: 3,361 shares; 2026Q1: 3,155 shares 3,155 $291K <0.01% -206 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: not reported; 2024Q4: 2,132 shares; 2025Q1: 2,427 shares; 2025Q2: 1,857 shares; 2025Q3: 1,876 shares; 2025Q4: 2,006 shares; 2026Q1: 1,846 shares 1,846 $290K <0.01% -160 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,279 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares; 2025Q4: 1,258 shares; 2026Q1: 1,399 shares 1,399 $290K <0.01% +141 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares; 2025Q4: 5,040 shares; 2026Q1: 6,252 shares 6,252 $290K <0.01% +1,212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 917 shares; 2026Q1: 978 shares 978 $289K <0.01% +61 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares; 2026Q1: 10,991 shares 10,991 $284K <0.01% -25 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares; 2026Q1: 12,275 shares 12,275 $283K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares; 2026Q1: 3,210 shares 3,210 $283K <0.01% +285 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,116 shares; 2026Q1: 15,116 shares 15,116 $282K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,191 shares; 2026Q1: 3,648 shares 3,648 $282K <0.01% +457 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares 2,791 $279K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,047 shares; 2025Q1: 1,046 shares; 2025Q2: 1,341 shares; 2025Q3: 1,818 shares; 2025Q4: 1,755 shares; 2026Q1: 1,709 shares 1,709 $278K <0.01% -46 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 238 shares 238 $276K <0.01% -4 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 2,100 shares 2,100 $275K <0.01% +311 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558 $270K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,267 shares; 2026Q1: 2,278 shares 2,278 $270K <0.01% +11 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,333 shares; 2025Q1: 2,325 shares; 2025Q2: 2,331 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 937 shares 937 $269K <0.01% -652 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares 3,756 $267K <0.01% 0 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: 763,227 shares; 2024Q4: 766,261 shares; 2025Q1: 624,148 shares; 2025Q2: 635,510 shares; 2025Q3: 645,042 shares; 2025Q4: 2,155 shares; 2026Q1: 2,258 shares 2,258 $266K <0.01% +103 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares 1,945 $265K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,052 shares; 2025Q1: 5,970 shares; 2025Q2: 4,670 shares; 2025Q3: 4,607 shares; 2025Q4: not reported; 2026Q1: 2,610 shares 2,610 $259K <0.01% new 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: 1,658 shares; 2024Q4: 1,717 shares; 2025Q1: 1,616 shares; 2025Q2: 1,504 shares; 2025Q3: 1,759 shares; 2025Q4: 1,649 shares; 2026Q1: 2,007 shares 2,007 $258K <0.01% +358 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 2,061 shares; 2026Q1: 2,322 shares 2,322 $257K <0.01% +261 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares 2,015 $256K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768 shares 768 $251K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,356 shares; 2025Q1: 1,848 shares; 2025Q2: 129,024 shares; 2025Q3: 180,809 shares; 2025Q4: 1,244 shares; 2026Q1: 884 shares 884 $251K <0.01% -360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $249K <0.01% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,644 shares 2,644 $249K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares; 2026Q1: 1,250 shares 1,250 $247K <0.01% +115 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,415 shares 8,415 $247K <0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 5,966 shares; 2025Q1: 4,540 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,475 shares 3,475 $246K <0.01% -8 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: 3,632 shares; 2024Q4: 515 shares; 2025Q1: 537 shares; 2025Q2: 496 shares; 2025Q3: 514 shares; 2025Q4: 3,120 shares; 2026Q1: 2,350 shares 2,350 $246K <0.01% -770 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares 808 $246K <0.01% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares 5,164 $243K <0.01% 0 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: 835,704 shares; 2024Q4: 838,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,032 shares; 2026Q1: 3,250 shares 3,250 $242K <0.01% +218 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $242K <0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,875 shares 1,875 $239K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,653 shares; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 2,285 shares; 2026Q1: 1,634 shares 1,634 $238K <0.01% -651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,898 shares; 2026Q1: 2,055 shares 2,055 $237K <0.01% +157 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,702 shares; 2026Q1: 4,702 shares 4,702 $237K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $237K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 940 shares; 2025Q3: 971 shares; 2025Q4: 1,001 shares; 2026Q1: 1,082 shares 1,082 $237K <0.01% +81 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,817 shares; 2026Q1: 3,817 shares 3,817 $236K <0.01% 0 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: 211,013 shares; 2024Q4: 13,090 shares; 2025Q1: 727 shares; 2025Q2: 741 shares; 2025Q3: 714 shares; 2025Q4: 844 shares; 2026Q1: 806 shares 806 $236K <0.01% -38 Timeline ARTY 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: 126,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $233K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674 $233K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,976 shares 6,976 $233K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,135 shares; 2026Q1: 1,121 shares 1,121 $231K <0.01% -14 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,510 shares; 2025Q3: 953 shares; 2025Q4: 994 shares; 2026Q1: 954 shares 954 $229K <0.01% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 405 shares 405 $228K <0.01% +34 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: 2,212 shares; 2024Q4: 2,733 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 3,572 shares; 2025Q4: 3,430 shares; 2026Q1: 2,532 shares 2,532 $227K <0.01% -898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $227K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $226K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares 706 $225K <0.01% new 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: 3,594 shares; 2026Q1: 3,697 shares 3,697 $222K <0.01% +103 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,317 shares 4,317 $220K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 13,399 shares; 2025Q1: 4,849 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 5,604 shares; 2026Q1: 2,365 shares 2,365 $219K <0.01% -3,239 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,567 shares; 2026Q1: 1,501 shares 1,501 $218K <0.01% -66 Timeline