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: 747,214 shares; 2024Q4: 752,248 shares; 2025Q1: 764,615 shares; 2025Q2: 743,974 shares; 2025Q3: 750,533 shares; 2025Q4: 781,814 shares; 2026Q1: 840,530 shares 840,530 $549M 6.76% +58,716 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: 876,472 shares; 2024Q4: 887,406 shares; 2025Q1: 546,283 shares; 2025Q2: 515,688 shares; 2025Q3: 512,592 shares; 2025Q4: 789,112 shares; 2026Q1: 1,356,446 shares 1,356,446 $502M 6.19% +567,334 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,786,637 shares; 2025Q3: 11,081,931 shares; 2025Q4: 11,001,558 shares; 2026Q1: 11,155,948 shares 11,155,948 $435M 5.35% +154,390 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: 271,393 shares; 2024Q4: 285,455 shares; 2025Q1: 267,984 shares; 2025Q2: 957,799 shares; 2025Q3: 1,691,186 shares; 2025Q4: 1,729,977 shares; 2026Q1: 1,792,680 shares 1,792,680 $352M 4.33% +62,703 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: 317,389 shares; 2024Q4: 307,680 shares; 2025Q1: 295,762 shares; 2025Q2: 477,680 shares; 2025Q3: 644,559 shares; 2025Q4: 625,220 shares; 2026Q1: 622,805 shares 622,805 $272M 3.35% -2,415 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: 4,809,404 shares; 2024Q4: 5,151,152 shares; 2025Q1: 5,345,402 shares; 2025Q2: 5,394,865 shares; 2025Q3: 5,509,306 shares; 2025Q4: 5,656,741 shares; 2026Q1: 5,929,029 shares 5,929,029 $252M 3.1% +272,288 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: 302,555 shares; 2024Q4: 336,579 shares; 2025Q1: 354,793 shares; 2025Q2: 354,724 shares; 2025Q3: 359,726 shares; 2025Q4: 363,127 shares; 2026Q1: 389,384 shares 389,384 $233M 2.87% +26,257 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: 7,535 shares; 2024Q4: 7,323 shares; 2025Q1: 8,023 shares; 2025Q2: 449,529 shares; 2025Q3: 1,044,546 shares; 2025Q4: 1,076,830 shares; 2026Q1: 1,110,105 shares 1,110,105 $213M 2.62% +33,275 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: 480,563 shares; 2024Q4: 490,566 shares; 2025Q1: 495,144 shares; 2025Q2: 564,657 shares; 2025Q3: 598,954 shares; 2025Q4: 636,854 shares; 2026Q1: 720,415 shares 720,415 $183M 2.25% +83,561 Timeline REGL 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: 2,345,840 shares; 2024Q4: 2,441,715 shares; 2025Q1: 2,505,833 shares; 2025Q2: 2,416,257 shares; 2025Q3: 2,256,259 shares; 2025Q4: 2,100,534 shares; 2026Q1: 2,023,071 shares 2,023,071 $175M 2.15% -77,463 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: 1,612,381 shares; 2024Q4: 1,635,007 shares; 2025Q1: 2,343,087 shares; 2025Q2: 3,302,906 shares; 2025Q3: 2,639,438 shares; 2025Q4: 2,562,638 shares; 2026Q1: 2,570,908 shares 2,570,908 $165M 2.03% +8,270 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830,037 shares; 2025Q3: 4,252,689 shares; 2025Q4: 4,440,601 shares; 2026Q1: 4,591,120 shares 4,591,120 $164M 2.02% +150,519 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 4,440 shares; 2025Q1: 4,400 shares; 2025Q2: 14,917 shares; 2025Q3: 22,868 shares; 2025Q4: 222,052 shares; 2026Q1: 1,453,255 shares 1,453,255 $150M 1.85% +1,231,203 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,561,130 shares; 2025Q3: 4,487,825 shares; 2025Q4: 4,293,101 shares; 2026Q1: 4,308,904 shares 4,308,904 $146M 1.8% +15,803 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: 630,057 shares; 2024Q4: 651,949 shares; 2025Q1: 659,190 shares; 2025Q2: 696,589 shares; 2025Q3: 719,520 shares; 2025Q4: 752,943 shares; 2026Q1: 829,722 shares 829,722 $145M 1.78% +76,779 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: 361,907 shares; 2024Q4: 369,507 shares; 2025Q1: 370,065 shares; 2025Q2: 381,561 shares; 2025Q3: 397,695 shares; 2025Q4: 432,823 shares; 2026Q1: 667,009 shares 667,009 $139M 1.71% +234,186 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: 489,858 shares; 2024Q4: 485,876 shares; 2025Q1: 479,072 shares; 2025Q2: 473,129 shares; 2025Q3: 457,951 shares; 2025Q4: 452,584 shares; 2026Q1: 443,513 shares 443,513 $133M 1.63% -9,071 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,164 shares; 2024Q4: 110,071 shares; 2025Q1: 243,979 shares; 2025Q2: 884,376 shares; 2025Q3: 1,288,891 shares; 2025Q4: 1,274,200 shares; 2026Q1: 1,316,830 shares 1,316,830 $131M 1.61% +42,630 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: 1,415,791 shares; 2024Q4: 1,897,053 shares; 2025Q1: 1,956,939 shares; 2025Q2: 1,933,956 shares; 2025Q3: 2,010,135 shares; 2025Q4: 1,983,958 shares; 2026Q1: 990,423 shares 990,423 $94.5M 1.16% -993,535 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: 53,128 shares; 2024Q4: 56,419 shares; 2025Q1: 60,174 shares; 2025Q2: 67,335 shares; 2025Q3: 74,437 shares; 2025Q4: 69,948 shares; 2026Q1: 79,971 shares 79,971 $92.9M 1.14% +10,023 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,706 shares; 2024Q4: 95,576 shares; 2025Q1: 77,497 shares; 2025Q2: 726,377 shares; 2025Q3: 1,403,972 shares; 2025Q4: 1,423,400 shares; 2026Q1: 1,431,361 shares 1,431,361 $85.2M 1.05% +7,961 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: 74,637 shares; 2024Q4: 71,788 shares; 2025Q1: 83,522 shares; 2025Q2: 208,643 shares; 2025Q3: 311,263 shares; 2025Q4: 313,309 shares; 2026Q1: 320,036 shares 320,036 $83.8M 1.03% +6,727 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,952 shares; 2024Q4: 574,320 shares; 2025Q1: 1,155,628 shares; 2025Q2: 1,205,763 shares; 2025Q3: 1,095,184 shares; 2025Q4: 1,400,031 shares; 2026Q1: 1,365,541 shares 1,365,541 $79.9M 0.98% -34,490 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: 322,622 shares; 2024Q4: 295,567 shares; 2025Q1: 1,070,479 shares; 2025Q2: 1,066,129 shares; 2025Q3: 1,071,574 shares; 2025Q4: 1,173,446 shares; 2026Q1: 1,158,510 shares 1,158,510 $78.2M 0.96% -14,936 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 1,327,469 shares; 2025Q3: 2,259,928 shares; 2025Q4: 2,194,002 shares; 2026Q1: 2,229,989 shares 2,229,989 $78.1M 0.96% +35,987 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: 65,985 shares; 2024Q4: 66,264 shares; 2025Q1: 215,318 shares; 2025Q2: 213,047 shares; 2025Q3: 206,142 shares; 2025Q4: 200,295 shares; 2026Q1: 200,572 shares 200,572 $71.5M 0.88% +277 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: not reported; 2024Q4: not reported; 2025Q1: 1,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494,999 shares 494,999 $70.4M 0.87% new 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: 116,776 shares; 2024Q4: 119,435 shares; 2025Q1: 123,719 shares; 2025Q2: 137,679 shares; 2025Q3: 156,332 shares; 2025Q4: 164,788 shares; 2026Q1: 218,782 shares 218,782 $62.8M 0.77% +53,994 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,408 shares; 2024Q4: 1,587,780 shares; 2025Q1: 1,208,842 shares; 2025Q2: 970,694 shares; 2025Q3: 915,654 shares; 2025Q4: 847,846 shares; 2026Q1: 775,027 shares 775,027 $59.2M 0.73% -72,819 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,484 shares; 2024Q4: 485,287 shares; 2025Q1: 586,863 shares; 2025Q2: 562,126 shares; 2025Q3: 536,670 shares; 2025Q4: 544,186 shares; 2026Q1: 522,464 shares 522,464 $55.5M 0.68% -21,722 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: 81,711 shares; 2024Q4: 86,664 shares; 2025Q1: 92,165 shares; 2025Q2: 119,040 shares; 2025Q3: 137,245 shares; 2025Q4: 138,077 shares; 2026Q1: 169,200 shares 169,200 $52.4M 0.65% +31,123 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: 133,823 shares; 2024Q4: 138,658 shares; 2025Q1: 135,260 shares; 2025Q2: 151,803 shares; 2025Q3: 167,405 shares; 2025Q4: 167,485 shares; 2026Q1: 181,745 shares 181,745 $52.3M 0.64% +14,260 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: 100,514 shares; 2024Q4: 102,129 shares; 2025Q1: 110,815 shares; 2025Q2: 115,028 shares; 2025Q3: 140,041 shares; 2025Q4: 154,872 shares; 2026Q1: 150,033 shares 150,033 $48.1M 0.59% -4,839 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: 413,853 shares; 2024Q4: 480,585 shares; 2025Q1: 445,808 shares; 2025Q2: 485,806 shares; 2025Q3: 467,498 shares; 2025Q4: 481,323 shares; 2026Q1: 510,115 shares 510,115 $46.2M 0.57% +28,792 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: 64,500 shares; 2024Q4: 65,716 shares; 2025Q1: 65,120 shares; 2025Q2: 68,854 shares; 2025Q3: 71,469 shares; 2025Q4: 72,030 shares; 2026Q1: 80,236 shares 80,236 $45.9M 0.57% +8,206 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: 79,404 shares; 2025Q1: 81,478 shares; 2025Q2: 164,770 shares; 2025Q3: 248,784 shares; 2025Q4: 219,496 shares; 2026Q1: 197,856 shares 197,856 $42.3M 0.52% -21,640 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: 23,189 shares; 2024Q4: 23,252 shares; 2025Q1: 23,529 shares; 2025Q2: 33,759 shares; 2025Q3: 42,418 shares; 2025Q4: 43,571 shares; 2026Q1: 44,190 shares 44,190 $40.6M 0.5% +619 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: 227,396 shares; 2024Q4: 254,425 shares; 2025Q1: 265,698 shares; 2025Q2: 248,278 shares; 2025Q3: 238,255 shares; 2025Q4: 196,301 shares; 2026Q1: 191,588 shares 191,588 $39.4M 0.49% -4,713 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: 62,058 shares; 2024Q4: 68,228 shares; 2025Q1: 64,127 shares; 2025Q2: 69,915 shares; 2025Q3: 66,337 shares; 2025Q4: 74,630 shares; 2026Q1: 103,126 shares 103,126 $38.3M 0.47% +28,496 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 355,025 shares; 2025Q3: 758,383 shares; 2025Q4: 766,885 shares; 2026Q1: 793,466 shares 793,466 $38.1M 0.47% +26,581 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,500 shares; 2025Q1: 358,500 shares; 2025Q2: 355,230 shares; 2025Q3: 355,230 shares; 2025Q4: 362,246 shares; 2026Q1: 362,476 shares 362,476 $36.5M 0.45% +230 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202,158 shares; 2024Q4: 966,736 shares; 2025Q1: 748,654 shares; 2025Q2: 660,151 shares; 2025Q3: 610,133 shares; 2025Q4: 622,027 shares; 2026Q1: 653,782 shares 653,782 $35.3M 0.44% +31,755 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: 27,183 shares; 2024Q4: 27,350 shares; 2025Q1: 27,887 shares; 2025Q2: 29,041 shares; 2025Q3: 30,151 shares; 2025Q4: 43,586 shares; 2026Q1: 52,863 shares 52,863 $34.4M 0.42% +9,277 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: 22,642 shares; 2024Q4: 22,721 shares; 2025Q1: 23,824 shares; 2025Q2: 24,580 shares; 2025Q3: 22,511 shares; 2025Q4: 26,963 shares; 2026Q1: 31,472 shares 31,472 $31.4M 0.39% +4,509 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: 90,411 shares; 2024Q4: 90,855 shares; 2025Q1: 91,333 shares; 2025Q2: 98,545 shares; 2025Q3: 99,225 shares; 2025Q4: 100,526 shares; 2026Q1: 105,301 shares 105,301 $31M 0.38% +4,775 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: 135,660 shares; 2024Q4: 134,929 shares; 2025Q1: 140,102 shares; 2025Q2: 155,553 shares; 2025Q3: 169,433 shares; 2025Q4: 173,115 shares; 2026Q1: 177,299 shares 177,299 $30.1M 0.37% +4,184 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: 309,573 shares; 2024Q4: 305,824 shares; 2025Q1: 304,531 shares; 2025Q2: 292,367 shares; 2025Q3: 289,768 shares; 2025Q4: 282,567 shares; 2026Q1: 282,524 shares 282,524 $27.5M 0.34% -43 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 180,522 shares; 2025Q1: 180,850 shares; 2025Q2: 184,728 shares; 2025Q3: 187,558 shares; 2025Q4: 188,351 shares; 2026Q1: 190,079 shares 190,079 $26.3M 0.32% +1,728 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: 570,763 shares; 2024Q4: 567,670 shares; 2025Q1: 560,277 shares; 2025Q2: 632,769 shares; 2025Q3: 630,090 shares; 2025Q4: 620,339 shares; 2026Q1: 614,681 shares 614,681 $25.1M 0.31% -5,658 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,071 shares; 2024Q4: 347,344 shares; 2025Q1: 344,388 shares; 2025Q2: 352,325 shares; 2025Q3: 374,279 shares; 2025Q4: 426,436 shares; 2026Q1: 435,418 shares 435,418 $24.7M 0.3% +8,982 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: 272,866 shares; 2024Q4: 258,648 shares; 2025Q1: 304,875 shares; 2025Q2: 312,392 shares; 2025Q3: 310,994 shares; 2025Q4: 306,813 shares; 2026Q1: 295,771 shares 295,771 $24.7M 0.3% -11,042 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: 108,343 shares; 2024Q4: 108,521 shares; 2025Q1: 108,912 shares; 2025Q2: 112,241 shares; 2025Q3: 111,726 shares; 2025Q4: 109,008 shares; 2026Q1: 114,753 shares 114,753 $24.7M 0.3% +5,745 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543,093 shares; 2024Q4: 528,326 shares; 2025Q1: 499,124 shares; 2025Q2: 522,008 shares; 2025Q3: 508,182 shares; 2025Q4: 490,747 shares; 2026Q1: 465,970 shares 465,970 $24.5M 0.3% -24,777 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: 147,455 shares; 2024Q4: 119,414 shares; 2025Q1: 196,450 shares; 2025Q2: 205,695 shares; 2025Q3: 204,647 shares; 2025Q4: 196,710 shares; 2026Q1: 267,574 shares 267,574 $24M 0.3% +70,864 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: 48,184 shares; 2024Q4: 48,436 shares; 2025Q1: 79,653 shares; 2025Q2: 87,129 shares; 2025Q3: 95,662 shares; 2025Q4: 97,170 shares; 2026Q1: 97,647 shares 97,647 $23.9M 0.29% +477 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: 137,018 shares; 2024Q4: 139,524 shares; 2025Q1: 134,473 shares; 2025Q2: 147,843 shares; 2025Q3: 151,961 shares; 2025Q4: 154,558 shares; 2026Q1: 181,695 shares 181,695 $22.6M 0.28% +27,137 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: 257,049 shares; 2024Q4: 203,003 shares; 2025Q1: 149,906 shares; 2025Q2: 115,933 shares; 2025Q3: 86,044 shares; 2025Q4: 77,971 shares; 2026Q1: 76,855 shares 76,855 $22.1M 0.27% -1,116 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: 334,428 shares; 2024Q4: 306,836 shares; 2025Q1: 298,831 shares; 2025Q2: 298,359 shares; 2025Q3: 299,486 shares; 2025Q4: 309,301 shares; 2026Q1: 308,024 shares 308,024 $21.5M 0.26% -1,277 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: 25,624 shares; 2024Q4: 25,977 shares; 2025Q1: 25,387 shares; 2025Q2: 27,600 shares; 2025Q3: 30,322 shares; 2025Q4: 31,050 shares; 2026Q1: 27,522 shares 27,522 $19.5M 0.24% -3,528 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: 56,462 shares; 2024Q4: 58,858 shares; 2025Q1: 58,528 shares; 2025Q2: 63,287 shares; 2025Q3: 66,377 shares; 2025Q4: 65,203 shares; 2026Q1: 63,286 shares 63,286 $19.1M 0.24% -1,917 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: 11,451 shares; 2024Q4: 11,515 shares; 2025Q1: 11,368 shares; 2025Q2: 12,911 shares; 2025Q3: 13,835 shares; 2025Q4: 179,680 shares; 2026Q1: 194,225 shares 194,225 $18.7M 0.23% +14,545 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: 290,849 shares; 2024Q4: 778,784 shares; 2025Q1: 777,996 shares; 2025Q2: 768,166 shares; 2025Q3: 717,701 shares; 2025Q4: 688,992 shares; 2026Q1: 722,603 shares 722,603 $18.5M 0.23% +33,611 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: 226,216 shares; 2024Q4: 224,344 shares; 2025Q1: 231,400 shares; 2025Q2: 225,773 shares; 2025Q3: 231,080 shares; 2025Q4: 222,300 shares; 2026Q1: 244,190 shares 244,190 $18.3M 0.23% +21,890 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: 180,538 shares; 2024Q4: 184,848 shares; 2025Q1: 182,214 shares; 2025Q2: 200,976 shares; 2025Q3: 218,506 shares; 2025Q4: 210,980 shares; 2026Q1: 214,592 shares 214,592 $16.7M 0.21% +3,612 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: 84,777 shares; 2024Q4: 88,669 shares; 2025Q1: 86,648 shares; 2025Q2: 98,972 shares; 2025Q3: 102,717 shares; 2025Q4: 97,719 shares; 2026Q1: 113,170 shares 113,170 $16.3M 0.2% +15,451 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: 62,071 shares; 2024Q4: 65,228 shares; 2025Q1: 66,605 shares; 2025Q2: 72,832 shares; 2025Q3: 71,510 shares; 2025Q4: 73,490 shares; 2026Q1: 74,217 shares 74,217 $16.1M 0.2% +727 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: 102,399 shares; 2024Q4: 111,005 shares; 2025Q1: 103,350 shares; 2025Q2: 109,426 shares; 2025Q3: 123,366 shares; 2025Q4: 121,842 shares; 2026Q1: 133,666 shares 133,666 $16.1M 0.2% +11,824 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: 36,118 shares; 2024Q4: 38,419 shares; 2025Q1: 38,796 shares; 2025Q2: 42,372 shares; 2025Q3: 43,830 shares; 2025Q4: 41,832 shares; 2026Q1: 48,409 shares 48,409 $15.9M 0.2% +6,577 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,943 shares; 2025Q1: 11,686 shares; 2025Q2: 259,226 shares; 2025Q3: 267,898 shares; 2025Q4: 263,580 shares; 2026Q1: 268,701 shares 268,701 $15.9M 0.2% +5,121 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: 70,982 shares; 2024Q4: 71,281 shares; 2025Q1: 71,149 shares; 2025Q2: 88,836 shares; 2025Q3: 107,244 shares; 2025Q4: 103,674 shares; 2026Q1: 106,305 shares 106,305 $15.6M 0.19% +2,631 Timeline HDEF 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: 444,604 shares; 2024Q4: 440,400 shares; 2025Q1: 424,516 shares; 2025Q2: 420,455 shares; 2025Q3: 442,323 shares; 2025Q4: 462,730 shares; 2026Q1: 476,982 shares 476,982 $15.5M 0.19% +14,252 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: 23,551 shares; 2024Q4: 23,792 shares; 2025Q1: 21,339 shares; 2025Q2: 19,870 shares; 2025Q3: 19,484 shares; 2025Q4: 24,092 shares; 2026Q1: 26,653 shares 26,653 $15.4M 0.19% +2,561 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: 101,969 shares; 2024Q4: 110,313 shares; 2025Q1: 105,924 shares; 2025Q2: 107,527 shares; 2025Q3: 164,480 shares; 2025Q4: 187,728 shares; 2026Q1: 170,183 shares 170,183 $14.7M 0.18% -17,545 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,368 shares; 2025Q2: 116,588 shares; 2025Q3: 116,892 shares; 2025Q4: 164,672 shares; 2026Q1: 117,171 shares 117,171 $13.9M 0.17% -47,501 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: 23,010 shares; 2024Q4: 22,794 shares; 2025Q1: 23,173 shares; 2025Q2: 44,314 shares; 2025Q3: 43,512 shares; 2025Q4: 46,183 shares; 2026Q1: 73,945 shares 73,945 $13.8M 0.17% +27,762 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: 29,015 shares; 2024Q4: 29,143 shares; 2025Q1: 61,938 shares; 2025Q2: 68,755 shares; 2025Q3: 75,321 shares; 2025Q4: 75,119 shares; 2026Q1: 69,094 shares 69,094 $13.3M 0.16% -6,025 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,110 shares; 2024Q4: 27,890 shares; 2025Q1: 28,630 shares; 2025Q2: 69,940 shares; 2025Q3: 118,338 shares; 2025Q4: 115,525 shares; 2026Q1: 141,366 shares 141,366 $12.9M 0.16% +25,841 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: 65,754 shares; 2024Q4: 64,248 shares; 2025Q1: 64,729 shares; 2025Q2: 68,658 shares; 2025Q3: 77,689 shares; 2025Q4: 71,876 shares; 2026Q1: 58,991 shares 58,991 $12.2M 0.15% -12,885 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: 121,279 shares; 2024Q4: 66,686 shares; 2025Q1: 60,229 shares; 2025Q2: 88,872 shares; 2025Q3: 133,337 shares; 2025Q4: 148,770 shares; 2026Q1: 230,371 shares 230,371 $12.2M 0.15% +81,601 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: 97,311 shares; 2024Q4: 95,087 shares; 2025Q1: 90,819 shares; 2025Q2: 88,153 shares; 2025Q3: 86,931 shares; 2025Q4: 84,697 shares; 2026Q1: 83,522 shares 83,522 $12.2M 0.15% -1,175 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: 39,724 shares; 2024Q4: 40,757 shares; 2025Q1: 40,807 shares; 2025Q2: 47,481 shares; 2025Q3: 53,701 shares; 2025Q4: 52,338 shares; 2026Q1: 50,206 shares 50,206 $12.2M 0.15% -2,132 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,707 shares; 2024Q4: 33,763 shares; 2025Q1: 240,044 shares; 2025Q2: 440,971 shares; 2025Q3: 111,260 shares; 2025Q4: 75,581 shares; 2026Q1: 131,122 shares 131,122 $12M 0.15% +55,541 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: 374,423 shares; 2024Q4: 377,728 shares; 2025Q1: 386,311 shares; 2025Q2: 413,030 shares; 2025Q3: 430,616 shares; 2025Q4: 393,665 shares; 2026Q1: 405,922 shares 405,922 $11.8M 0.14% +12,257 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: 101,318 shares; 2024Q4: 102,870 shares; 2025Q1: 102,226 shares; 2025Q2: 101,140 shares; 2025Q3: 105,807 shares; 2025Q4: 119,959 shares; 2026Q1: 119,018 shares 119,018 $11.6M 0.14% -941 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: 61,189 shares; 2024Q4: 64,147 shares; 2025Q1: 64,724 shares; 2025Q2: 69,103 shares; 2025Q3: 73,958 shares; 2025Q4: 70,045 shares; 2026Q1: 70,747 shares 70,747 $11.3M 0.14% +702 Timeline HEEM 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: 320,712 shares; 2024Q4: 318,941 shares; 2025Q1: 305,225 shares; 2025Q2: 302,495 shares; 2025Q3: 302,544 shares; 2025Q4: 303,871 shares; 2026Q1: 302,148 shares 302,148 $11.2M 0.14% -1,723 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: 27,457 shares; 2024Q4: 27,893 shares; 2025Q1: 27,497 shares; 2025Q2: 28,766 shares; 2025Q3: 29,913 shares; 2025Q4: 29,286 shares; 2026Q1: 21,848 shares 21,848 $10.9M 0.13% -7,438 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: 23,180 shares; 2024Q4: 23,583 shares; 2025Q1: 22,923 shares; 2025Q2: 23,750 shares; 2025Q3: 25,013 shares; 2025Q4: 25,624 shares; 2026Q1: 25,218 shares 25,218 $10.8M 0.13% -406 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: 90,565 shares; 2024Q4: 358,846 shares; 2025Q1: 350,241 shares; 2025Q2: 334,271 shares; 2025Q3: 330,948 shares; 2025Q4: 328,346 shares; 2026Q1: 364,977 shares 364,977 $10.6M 0.13% +36,631 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: 113,286 shares; 2024Q4: 110,904 shares; 2025Q1: 113,620 shares; 2025Q2: 128,889 shares; 2025Q3: 131,573 shares; 2025Q4: 139,283 shares; 2026Q1: 214,764 shares 214,764 $10.5M 0.13% +75,481 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,733 shares; 2025Q1: 7,741 shares; 2025Q2: 7,972 shares; 2025Q3: 8,495 shares; 2025Q4: 8,132 shares; 2026Q1: 7,089 shares 7,089 $10.4M 0.13% -1,043 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: 94,508 shares; 2024Q4: 92,666 shares; 2025Q1: 91,867 shares; 2025Q2: 85,127 shares; 2025Q3: 85,908 shares; 2025Q4: 91,581 shares; 2026Q1: 91,854 shares 91,854 $10.4M 0.13% +273 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: 30,295 shares; 2024Q4: 31,269 shares; 2025Q1: 30,588 shares; 2025Q2: 30,743 shares; 2025Q3: 31,347 shares; 2025Q4: 30,901 shares; 2026Q1: 32,802 shares 32,802 $10.2M 0.13% +1,901 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: 192,750 shares; 2024Q4: 193,119 shares; 2025Q1: 189,752 shares; 2025Q2: 201,381 shares; 2025Q3: 206,801 shares; 2025Q4: 186,594 shares; 2026Q1: 202,419 shares 202,419 $10.2M 0.13% +15,825 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: 20,919 shares; 2024Q4: 19,979 shares; 2025Q1: 20,079 shares; 2025Q2: 25,009 shares; 2025Q3: 28,167 shares; 2025Q4: 26,833 shares; 2026Q1: 28,520 shares 28,520 $9.75M 0.12% +1,687 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: 61,101 shares; 2024Q4: 63,416 shares; 2025Q1: 62,492 shares; 2025Q2: 68,546 shares; 2025Q3: 72,564 shares; 2025Q4: 68,306 shares; 2026Q1: 58,794 shares 58,794 $9.68M 0.12% -9,512 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: 26,722 shares; 2024Q4: 27,382 shares; 2025Q1: 27,447 shares; 2025Q2: 20,428 shares; 2025Q3: 22,645 shares; 2025Q4: 21,420 shares; 2026Q1: 35,341 shares 35,341 $9.56M 0.12% +13,921 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,892 shares; 2024Q4: 35,176 shares; 2025Q1: 34,335 shares; 2025Q2: 34,346 shares; 2025Q3: 33,571 shares; 2025Q4: 33,160 shares; 2026Q1: 32,330 shares 32,330 $9.54M 0.12% -830 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: 35,715 shares; 2024Q4: 35,536 shares; 2025Q1: 33,975 shares; 2025Q2: 37,570 shares; 2025Q3: 40,261 shares; 2025Q4: 41,686 shares; 2026Q1: 44,357 shares 44,357 $9.02M 0.11% +2,671 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: 103,269 shares; 2024Q4: 106,198 shares; 2025Q1: 108,952 shares; 2025Q2: 109,750 shares; 2025Q3: 113,149 shares; 2025Q4: 113,878 shares; 2026Q1: 94,839 shares 94,839 $8.81M 0.11% -19,039 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: 5,893 shares; 2024Q4: 5,866 shares; 2025Q1: 12,365 shares; 2025Q2: 13,117 shares; 2025Q3: 13,588 shares; 2025Q4: 13,659 shares; 2026Q1: 15,144 shares 15,144 $8.53M 0.11% +1,485 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: 34,581 shares; 2024Q4: 29,958 shares; 2025Q1: 26,747 shares; 2025Q2: 29,115 shares; 2025Q3: 28,383 shares; 2025Q4: 35,219 shares; 2026Q1: 34,255 shares 34,255 $8.5M 0.1% -964 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: 29,580 shares; 2024Q4: 30,975 shares; 2025Q1: 31,641 shares; 2025Q2: 31,267 shares; 2025Q3: 31,168 shares; 2025Q4: 30,477 shares; 2026Q1: 26,615 shares 26,615 $8.47M 0.1% -3,862 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: 4,651 shares; 2024Q4: 4,498 shares; 2025Q1: 5,519 shares; 2025Q2: 7,826 shares; 2025Q3: 8,894 shares; 2025Q4: 19,873 shares; 2026Q1: 19,590 shares 19,590 $8.43M 0.1% -283 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: 34,030 shares; 2024Q4: 35,356 shares; 2025Q1: 37,931 shares; 2025Q2: 45,798 shares; 2025Q3: 46,236 shares; 2025Q4: 47,423 shares; 2026Q1: 49,837 shares 49,837 $8.24M 0.1% +2,414 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 107,335 shares; 2025Q3: 199,206 shares; 2025Q4: 192,701 shares; 2026Q1: 181,617 shares 181,617 $8.18M 0.1% -11,084 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: 46,441 shares; 2024Q4: 47,415 shares; 2025Q1: 26,361 shares; 2025Q2: 31,891 shares; 2025Q3: 37,318 shares; 2025Q4: 35,997 shares; 2026Q1: 62,694 shares 62,694 $8.07M 0.1% +26,697 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: 16,997 shares; 2024Q4: 15,295 shares; 2025Q1: 14,747 shares; 2025Q2: 22,066 shares; 2025Q3: 28,828 shares; 2025Q4: 23,505 shares; 2026Q1: 23,721 shares 23,721 $8.02M 0.1% +216 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: 33,662 shares; 2024Q4: 34,585 shares; 2025Q1: 33,865 shares; 2025Q2: 33,522 shares; 2025Q3: 34,125 shares; 2025Q4: 32,979 shares; 2026Q1: 35,361 shares 35,361 $7.99M 0.1% +2,382 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: 15,252 shares; 2024Q4: 16,139 shares; 2025Q1: 18,113 shares; 2025Q2: 18,444 shares; 2025Q3: 20,820 shares; 2025Q4: 20,867 shares; 2026Q1: 23,457 shares 23,457 $7.93M 0.1% +2,590 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: 123,365 shares; 2024Q4: 132,617 shares; 2025Q1: 137,726 shares; 2025Q2: 150,300 shares; 2025Q3: 151,721 shares; 2025Q4: 151,618 shares; 2026Q1: 102,658 shares 102,658 $7.81M 0.1% -48,960 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: 20,580 shares; 2024Q4: 22,109 shares; 2025Q1: 22,491 shares; 2025Q2: 24,887 shares; 2025Q3: 25,735 shares; 2025Q4: 26,482 shares; 2026Q1: 27,187 shares 27,187 $7.72M 0.1% +705 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: 47,817 shares; 2024Q4: 40,628 shares; 2025Q1: 35,728 shares; 2025Q2: 37,761 shares; 2025Q3: 41,803 shares; 2025Q4: 39,803 shares; 2026Q1: 79,594 shares 79,594 $7.67M 0.09% +39,791 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: 28,646 shares; 2024Q4: 16,472 shares; 2025Q1: 17,888 shares; 2025Q2: 19,873 shares; 2025Q3: 17,432 shares; 2025Q4: 16,672 shares; 2026Q1: 21,717 shares 21,717 $7.64M 0.09% +5,045 Timeline RPG 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: 204,515 shares; 2024Q4: 179,254 shares; 2025Q1: 179,254 shares; 2025Q2: 175,084 shares; 2025Q3: 172,859 shares; 2025Q4: 164,057 shares; 2026Q1: 162,757 shares 162,757 $7.61M 0.09% -1,300 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES 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: 131,105 shares; 2025Q3: 238,180 shares; 2025Q4: 224,685 shares; 2026Q1: 206,692 shares 206,692 $7.59M 0.09% -17,993 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: 38,886 shares; 2024Q4: 40,235 shares; 2025Q1: 41,283 shares; 2025Q2: 42,303 shares; 2025Q3: 42,340 shares; 2025Q4: 40,002 shares; 2026Q1: 41,492 shares 41,492 $7.56M 0.09% +1,490 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: 103,670 shares; 2024Q4: 103,670 shares; 2025Q1: 103,970 shares; 2025Q2: 103,970 shares; 2025Q3: 110,065 shares; 2025Q4: 110,079 shares; 2026Q1: 110,079 shares 110,079 $7.54M 0.09% 0 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: 17,187 shares; 2024Q4: 35,321 shares; 2025Q1: 36,609 shares; 2025Q2: 38,232 shares; 2025Q3: 39,130 shares; 2025Q4: 42,268 shares; 2026Q1: 50,944 shares 50,944 $7.45M 0.09% +8,676 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: 5,866 shares; 2024Q4: 6,118 shares; 2025Q1: 6,150 shares; 2025Q2: 7,758 shares; 2025Q3: 8,705 shares; 2025Q4: 8,234 shares; 2026Q1: 8,745 shares 8,745 $7.4M 0.09% +511 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: 1,010,539 shares; 2024Q4: 140,475 shares; 2025Q1: 107,444 shares; 2025Q2: 102,865 shares; 2025Q3: 87,085 shares; 2025Q4: 163,293 shares; 2026Q1: 159,706 shares 159,706 $7.33M 0.09% -3,587 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: 25,557 shares; 2024Q4: 29,131 shares; 2025Q1: 29,905 shares; 2025Q2: 31,341 shares; 2025Q3: 31,798 shares; 2025Q4: 29,094 shares; 2026Q1: 56,643 shares 56,643 $7.16M 0.09% +27,549 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: 7,450 shares; 2025Q1: 7,440 shares; 2025Q2: 7,651 shares; 2025Q3: 7,883 shares; 2025Q4: 7,596 shares; 2026Q1: 7,389 shares 7,389 $7.11M 0.09% -207 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: 16,783 shares; 2024Q4: 16,873 shares; 2025Q1: 17,407 shares; 2025Q2: 17,904 shares; 2025Q3: 17,979 shares; 2025Q4: 16,496 shares; 2026Q1: 14,325 shares 14,325 $7.1M 0.09% -2,171 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 6,029 shares; 2025Q1: 5,758 shares; 2025Q2: 6,519 shares; 2025Q3: 7,302 shares; 2025Q4: 7,675 shares; 2026Q1: 8,079 shares 8,079 $7.05M 0.09% +404 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: 51,164 shares; 2024Q4: 53,328 shares; 2025Q1: 54,587 shares; 2025Q2: 54,300 shares; 2025Q3: 55,956 shares; 2025Q4: 54,741 shares; 2026Q1: 52,408 shares 52,408 $6.86M 0.08% -2,333 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,898 shares; 2024Q4: 23,830 shares; 2025Q1: 23,461 shares; 2025Q2: 23,022 shares; 2025Q3: 28,278 shares; 2025Q4: 29,845 shares; 2026Q1: 28,541 shares 28,541 $6.75M 0.08% -1,304 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: 34,120 shares; 2024Q4: 35,700 shares; 2025Q1: 36,942 shares; 2025Q2: 36,020 shares; 2025Q3: 36,001 shares; 2025Q4: 33,371 shares; 2026Q1: 34,324 shares 34,324 $6.66M 0.08% +953 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: 62,936 shares; 2024Q4: 64,586 shares; 2025Q1: 62,728 shares; 2025Q2: 61,689 shares; 2025Q3: 63,004 shares; 2025Q4: 64,612 shares; 2026Q1: 60,452 shares 60,452 $6.63M 0.08% -4,160 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: 14,563 shares; 2024Q4: 14,939 shares; 2025Q1: 13,783 shares; 2025Q2: 17,785 shares; 2025Q3: 21,474 shares; 2025Q4: 20,801 shares; 2026Q1: 21,795 shares 21,795 $6.59M 0.08% +994 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 69,857 shares; 2025Q1: 66,803 shares; 2025Q2: 66,235 shares; 2025Q3: 68,946 shares; 2025Q4: 67,532 shares; 2026Q1: 72,507 shares 72,507 $6.43M 0.08% +4,975 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: 43,973 shares; 2024Q4: 50,072 shares; 2025Q1: 52,105 shares; 2025Q2: 63,683 shares; 2025Q3: 68,693 shares; 2025Q4: 74,314 shares; 2026Q1: 80,218 shares 80,218 $6.39M 0.08% +5,904 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: 69,726 shares; 2024Q4: 69,047 shares; 2025Q1: 64,876 shares; 2025Q2: 91,654 shares; 2025Q3: 119,684 shares; 2025Q4: 115,579 shares; 2026Q1: 117,044 shares 117,044 $6.1M 0.08% +1,465 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: 61,563 shares; 2024Q4: 60,624 shares; 2025Q1: 57,340 shares; 2025Q2: 28,919 shares; 2025Q3: 33,062 shares; 2025Q4: 59,388 shares; 2026Q1: 38,455 shares 38,455 $5.97M 0.07% -20,933 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: 68,283 shares; 2024Q4: 72,346 shares; 2025Q1: 72,569 shares; 2025Q2: 83,571 shares; 2025Q3: 93,196 shares; 2025Q4: 88,941 shares; 2026Q1: 55,865 shares 55,865 $5.74M 0.07% -33,076 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: 74,555 shares; 2024Q4: 72,426 shares; 2025Q1: 91,432 shares; 2025Q2: 93,603 shares; 2025Q3: 111,426 shares; 2025Q4: 109,693 shares; 2026Q1: 129,258 shares 129,258 $5.7M 0.07% +19,565 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: 51,589 shares; 2024Q4: 50,607 shares; 2025Q1: 17,088 shares; 2025Q2: 15,455 shares; 2025Q3: 16,772 shares; 2025Q4: 44,128 shares; 2026Q1: 43,120 shares 43,120 $5.7M 0.07% -1,008 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: 9,705 shares; 2024Q4: 9,884 shares; 2025Q1: 11,174 shares; 2025Q2: 10,676 shares; 2025Q3: 12,307 shares; 2025Q4: 12,068 shares; 2026Q1: 11,346 shares 11,346 $5.58M 0.07% -722 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673,978 shares; 2024Q4: 716,616 shares; 2025Q1: 403,601 shares; 2025Q2: 90,507 shares; 2025Q3: 78,528 shares; 2025Q4: 72,218 shares; 2026Q1: 70,755 shares 70,755 $5.55M 0.07% -1,463 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: 43,219 shares; 2024Q4: 42,255 shares; 2025Q1: 39,332 shares; 2025Q2: 38,111 shares; 2025Q3: 38,857 shares; 2025Q4: 36,149 shares; 2026Q1: 34,758 shares 34,758 $5.39M 0.07% -1,391 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,879 shares; 2024Q4: 57,500 shares; 2025Q1: 56,007 shares; 2025Q2: 54,395 shares; 2025Q3: 50,068 shares; 2025Q4: 50,403 shares; 2026Q1: 53,530 shares 53,530 $5.39M 0.07% +3,127 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: 36,113 shares; 2024Q4: 45,696 shares; 2025Q1: 44,203 shares; 2025Q2: 46,174 shares; 2025Q3: 44,083 shares; 2025Q4: 42,738 shares; 2026Q1: 46,066 shares 46,066 $5.32M 0.07% +3,328 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 18,131 shares; 2025Q1: 16,735 shares; 2025Q2: 18,773 shares; 2025Q3: 18,388 shares; 2025Q4: 17,522 shares; 2026Q1: 16,837 shares 16,837 $5.28M 0.07% -685 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: 74,569 shares; 2024Q4: 64,007 shares; 2025Q1: 65,751 shares; 2025Q2: 71,093 shares; 2025Q3: 71,424 shares; 2025Q4: 70,806 shares; 2026Q1: 71,486 shares 71,486 $5.26M 0.06% +680 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: 14,899 shares; 2024Q4: 11,238 shares; 2025Q1: 12,684 shares; 2025Q2: 16,937 shares; 2025Q3: 20,986 shares; 2025Q4: 33,191 shares; 2026Q1: 48,591 shares 48,591 $5.26M 0.06% +15,400 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: 14,771 shares; 2024Q4: 15,583 shares; 2025Q1: 15,997 shares; 2025Q2: 17,728 shares; 2025Q3: 20,077 shares; 2025Q4: 21,340 shares; 2026Q1: 21,381 shares 21,381 $5.19M 0.06% +41 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: 11,561 shares; 2024Q4: 11,539 shares; 2025Q1: 10,870 shares; 2025Q2: 11,692 shares; 2025Q3: 11,467 shares; 2025Q4: 10,749 shares; 2026Q1: 11,125 shares 11,125 $5.13M 0.06% +376 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: 19,481 shares; 2024Q4: 21,626 shares; 2025Q1: 22,562 shares; 2025Q2: 19,536 shares; 2025Q3: 22,013 shares; 2025Q4: 22,292 shares; 2026Q1: 25,092 shares 25,092 $4.99M 0.06% +2,800 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: 22,882 shares; 2024Q4: 24,378 shares; 2025Q1: 25,268 shares; 2025Q2: 26,919 shares; 2025Q3: 35,726 shares; 2025Q4: 38,262 shares; 2026Q1: 35,580 shares 35,580 $4.96M 0.06% -2,682 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: 10,828 shares; 2024Q4: 10,494 shares; 2025Q1: 10,664 shares; 2025Q2: 12,039 shares; 2025Q3: 14,749 shares; 2025Q4: 12,334 shares; 2026Q1: 13,570 shares 13,570 $4.85M 0.06% +1,236 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: 35,904 shares; 2024Q4: 38,428 shares; 2025Q1: 36,971 shares; 2025Q2: 36,826 shares; 2025Q3: 39,630 shares; 2025Q4: 41,790 shares; 2026Q1: 37,237 shares 37,237 $4.77M 0.06% -4,553 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: 25,749 shares; 2024Q4: 35,585 shares; 2025Q1: 35,920 shares; 2025Q2: 34,369 shares; 2025Q3: 35,932 shares; 2025Q4: 35,274 shares; 2026Q1: 34,949 shares 34,949 $4.61M 0.06% -325 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: 16,318 shares; 2024Q4: 15,394 shares; 2025Q1: 15,100 shares; 2025Q2: 16,279 shares; 2025Q3: 15,542 shares; 2025Q4: 21,671 shares; 2026Q1: 24,219 shares 24,219 $4.59M 0.06% +2,548 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 7,203 shares; 2025Q1: 29,479 shares; 2025Q2: 29,741 shares; 2025Q3: 30,312 shares; 2025Q4: 27,693 shares; 2026Q1: 26,413 shares 26,413 $4.56M 0.06% -1,280 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: 19,954 shares; 2024Q4: 20,137 shares; 2025Q1: 20,062 shares; 2025Q2: 17,864 shares; 2025Q3: 6,919 shares; 2025Q4: 7,943 shares; 2026Q1: 18,478 shares 18,478 $4.51M 0.06% +10,535 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,654 shares; 2024Q4: 44,091 shares; 2025Q1: 44,092 shares; 2025Q2: 44,142 shares; 2025Q3: 43,728 shares; 2025Q4: 44,176 shares; 2026Q1: 44,345 shares 44,345 $4.44M 0.05% +169 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,468 shares; 2025Q1: 2,385 shares; 2025Q2: 3,098 shares; 2025Q3: 4,083 shares; 2025Q4: 3,568 shares; 2026Q1: 3,325 shares 3,325 $4.39M 0.05% -243 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 166 shares; 2025Q3: 151 shares; 2025Q4: 81 shares; 2026Q1: 6 shares 6 $4.31M 0.05% -75 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: 21,232 shares; 2024Q4: 26,488 shares; 2025Q1: 29,459 shares; 2025Q2: 31,140 shares; 2025Q3: 31,667 shares; 2025Q4: 32,851 shares; 2026Q1: 37,337 shares 37,337 $4.23M 0.05% +4,486 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: 108,212 shares; 2024Q4: 227,323 shares; 2025Q1: 85,068 shares; 2025Q2: 116,296 shares; 2025Q3: 147,793 shares; 2025Q4: 260,855 shares; 2026Q1: 149,848 shares 149,848 $4.21M 0.05% -111,007 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,794 shares; 2024Q4: 89,502 shares; 2025Q1: 92,069 shares; 2025Q2: 91,564 shares; 2025Q3: 94,010 shares; 2025Q4: 88,215 shares; 2026Q1: 68,354 shares 68,354 $4.18M 0.05% -19,861 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: 16,418 shares; 2024Q4: 16,989 shares; 2025Q1: 17,601 shares; 2025Q2: 17,084 shares; 2025Q3: 18,074 shares; 2025Q4: 17,446 shares; 2026Q1: 17,508 shares 17,508 $4.14M 0.05% +62 Timeline RFG 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: 111,377 shares; 2024Q4: 101,343 shares; 2025Q1: 88,466 shares; 2025Q2: 77,954 shares; 2025Q3: 73,563 shares; 2025Q4: 74,982 shares; 2026Q1: 74,779 shares 74,779 $4.1M 0.05% -203 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: 27,012 shares; 2024Q4: 26,810 shares; 2025Q1: 22,926 shares; 2025Q2: 23,025 shares; 2025Q3: 23,225 shares; 2025Q4: 23,547 shares; 2026Q1: 22,392 shares 22,392 $4.08M 0.05% -1,155 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 18,305 shares; 2025Q1: 18,305 shares; 2025Q2: 18,251 shares; 2025Q3: 18,141 shares; 2025Q4: 18,105 shares; 2026Q1: 18,105 shares 18,105 $4.03M 0.05% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,103 shares; 2024Q4: 55,459 shares; 2025Q1: 19,867 shares; 2025Q2: 19,028 shares; 2025Q3: 47,929 shares; 2025Q4: 45,359 shares; 2026Q1: 55,229 shares 55,229 $4M 0.05% +9,870 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 41,008 shares; 2025Q1: 37,288 shares; 2025Q2: 39,056 shares; 2025Q3: 46,899 shares; 2025Q4: 41,848 shares; 2026Q1: 43,630 shares 43,630 $3.94M 0.05% +1,782 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: 654 shares; 2024Q4: 696 shares; 2025Q1: 706 shares; 2025Q2: 812 shares; 2025Q3: 889 shares; 2025Q4: 930 shares; 2026Q1: 936 shares 936 $3.94M 0.05% +6 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,621 shares; 2025Q1: 8,396 shares; 2025Q2: 9,759 shares; 2025Q3: 12,007 shares; 2025Q4: 11,903 shares; 2026Q1: 11,892 shares 11,892 $3.91M 0.05% -11 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: 8,568 shares; 2024Q4: 8,788 shares; 2025Q1: 9,203 shares; 2025Q2: 10,378 shares; 2025Q3: 11,453 shares; 2025Q4: 10,374 shares; 2026Q1: 9,054 shares 9,054 $3.85M 0.05% -1,320 Timeline IBMS 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: 9,356 shares; 2024Q4: 93,543 shares; 2025Q1: 102,821 shares; 2025Q2: 103,020 shares; 2025Q3: 122,825 shares; 2025Q4: 140,878 shares; 2026Q1: 148,463 shares 148,463 $3.83M 0.05% +7,585 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: 11,695 shares; 2024Q4: 33,606 shares; 2025Q1: 71,530 shares; 2025Q2: 70,347 shares; 2025Q3: 70,361 shares; 2025Q4: 100,211 shares; 2026Q1: 121,779 shares 121,779 $3.74M 0.05% +21,568 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,953 shares; 2025Q1: 4,881 shares; 2025Q2: 5,157 shares; 2025Q3: 5,155 shares; 2025Q4: 4,867 shares; 2026Q1: 3,342 shares 3,342 $3.65M 0.05% -1,525 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: 15,034 shares; 2024Q4: 15,906 shares; 2025Q1: 33,894 shares; 2025Q2: 32,454 shares; 2025Q3: 32,993 shares; 2025Q4: 35,331 shares; 2026Q1: 15,680 shares 15,680 $3.6M 0.04% -19,651 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: 7,584 shares; 2024Q4: 8,053 shares; 2025Q1: 7,516 shares; 2025Q2: 8,269 shares; 2025Q3: 8,598 shares; 2025Q4: 8,580 shares; 2026Q1: 8,207 shares 8,207 $3.55M 0.04% -373 Timeline ISTB 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: 6,725 shares; 2024Q4: 6,304 shares; 2025Q1: 6,183 shares; 2025Q2: 26,251 shares; 2025Q3: 58,393 shares; 2025Q4: 64,447 shares; 2026Q1: 72,379 shares 72,379 $3.51M 0.04% +7,932 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: 25,763 shares; 2024Q4: 27,502 shares; 2025Q1: 24,072 shares; 2025Q2: 23,800 shares; 2025Q3: 23,898 shares; 2025Q4: 22,979 shares; 2026Q1: 16,265 shares 16,265 $3.44M 0.04% -6,714 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: 44,865 shares; 2024Q4: 46,578 shares; 2025Q1: 45,719 shares; 2025Q2: 43,276 shares; 2025Q3: 48,257 shares; 2025Q4: 44,624 shares; 2026Q1: 37,703 shares 37,703 $3.43M 0.04% -6,921 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,636 shares; 2025Q1: 3,003 shares; 2025Q2: 3,394 shares; 2025Q3: 18,314 shares; 2025Q4: 17,737 shares; 2026Q1: 11,561 shares 11,561 $3.43M 0.04% -6,176 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,702 shares 30,702 $3.41M 0.04% new Timeline IBMR 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: 31,058 shares; 2024Q4: 87,742 shares; 2025Q1: 98,556 shares; 2025Q2: 99,782 shares; 2025Q3: 111,808 shares; 2025Q4: 126,526 shares; 2026Q1: 134,311 shares 134,311 $3.4M 0.04% +7,785 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: 3,292 shares; 2024Q4: 3,414 shares; 2025Q1: 3,459 shares; 2025Q2: 3,683 shares; 2025Q3: 3,732 shares; 2025Q4: 4,024 shares; 2026Q1: 3,850 shares 3,850 $3.33M 0.04% -174 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: 12,057 shares; 2024Q4: 12,187 shares; 2025Q1: 12,611 shares; 2025Q2: 14,430 shares; 2025Q3: 15,536 shares; 2025Q4: 14,436 shares; 2026Q1: 15,796 shares 15,796 $3.32M 0.04% +1,360 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: 4,620 shares; 2024Q4: 4,534 shares; 2025Q1: 4,453 shares; 2025Q2: 4,517 shares; 2025Q3: 4,651 shares; 2025Q4: 4,520 shares; 2026Q1: 4,449 shares 4,449 $3.28M 0.04% -71 Timeline IBMO 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: 50,311 shares; 2024Q4: 96,428 shares; 2025Q1: 105,219 shares; 2025Q2: 113,042 shares; 2025Q3: 118,698 shares; 2025Q4: 127,094 shares; 2026Q1: 127,878 shares 127,878 $3.28M 0.04% +784 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: 6,010 shares; 2024Q4: 6,632 shares; 2025Q1: 6,748 shares; 2025Q2: 8,770 shares; 2025Q3: 10,139 shares; 2025Q4: 10,330 shares; 2026Q1: 11,703 shares 11,703 $3.27M 0.04% +1,373 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: 10,908 shares; 2024Q4: 12,147 shares; 2025Q1: 12,753 shares; 2025Q2: 14,718 shares; 2025Q3: 16,890 shares; 2025Q4: 14,287 shares; 2026Q1: 16,274 shares 16,274 $3.23M 0.04% +1,987 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: 59,913 shares; 2024Q4: 62,107 shares; 2025Q1: 12,927 shares; 2025Q2: 21,840 shares; 2025Q3: 29,636 shares; 2025Q4: 19,590 shares; 2026Q1: 23,547 shares 23,547 $3.2M 0.04% +3,957 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,368 shares; 2025Q1: 2,050 shares; 2025Q2: 2,363 shares; 2025Q3: 2,267 shares; 2025Q4: 2,267 shares; 2026Q1: 5,178 shares 5,178 $3.19M 0.04% +2,911 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: 5,915 shares; 2024Q4: 6,015 shares; 2025Q1: 5,512 shares; 2025Q2: 5,853 shares; 2025Q3: 6,165 shares; 2025Q4: 30,961 shares; 2026Q1: 30,538 shares 30,538 $3.19M 0.04% -423 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: 33,315 shares; 2024Q4: 26,583 shares; 2025Q1: 26,372 shares; 2025Q2: 25,040 shares; 2025Q3: 23,929 shares; 2025Q4: 24,232 shares; 2026Q1: 24,030 shares 24,030 $3.18M 0.04% -202 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 6,825 shares; 2025Q1: 7,013 shares; 2025Q2: 6,865 shares; 2025Q3: 6,922 shares; 2025Q4: 7,088 shares; 2026Q1: 7,426 shares 7,426 $3.15M 0.04% +338 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: 6,497 shares; 2024Q4: 6,607 shares; 2025Q1: 7,779 shares; 2025Q2: 9,257 shares; 2025Q3: 8,804 shares; 2025Q4: 8,643 shares; 2026Q1: 9,662 shares 9,662 $3.15M 0.04% +1,019 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: 10,236 shares; 2024Q4: 10,656 shares; 2025Q1: 11,231 shares; 2025Q2: 11,705 shares; 2025Q3: 14,540 shares; 2025Q4: 14,110 shares; 2026Q1: 15,904 shares 15,904 $3.14M 0.04% +1,794 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,368 shares; 2024Q4: 51,428 shares; 2025Q1: 59,798 shares; 2025Q2: 43,158 shares; 2025Q3: 43,498 shares; 2025Q4: 42,074 shares; 2026Q1: 29,494 shares 29,494 $3.14M 0.04% -12,580 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,726 shares; 2024Q4: 73,805 shares; 2025Q1: 81,985 shares; 2025Q2: 83,958 shares; 2025Q3: 96,079 shares; 2025Q4: 115,031 shares; 2026Q1: 122,804 shares 122,804 $3.14M 0.04% +7,773 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: 41,605 shares; 2024Q4: 42,064 shares; 2025Q1: 43,028 shares; 2025Q2: 42,943 shares; 2025Q3: 45,772 shares; 2025Q4: 46,479 shares; 2026Q1: 47,288 shares 47,288 $3.12M 0.04% +809 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 4,886 shares; 2025Q3: 8,553 shares; 2025Q4: 8,716 shares; 2026Q1: 7,932 shares 7,932 $3.11M 0.04% -784 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,812 shares; 2024Q4: 141,778 shares; 2025Q1: 127,954 shares; 2025Q2: 130,750 shares; 2025Q3: 137,837 shares; 2025Q4: 131,901 shares; 2026Q1: 118,687 shares 118,687 $3.1M 0.04% -13,214 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: 13,550 shares; 2024Q4: 13,853 shares; 2025Q1: 13,157 shares; 2025Q2: 13,720 shares; 2025Q3: 13,892 shares; 2025Q4: 13,563 shares; 2026Q1: 14,087 shares 14,087 $3.05M 0.04% +524 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,415 shares; 2024Q4: 102,464 shares; 2025Q1: 102,437 shares; 2025Q2: 102,137 shares; 2025Q3: 102,061 shares; 2025Q4: 94,231 shares; 2026Q1: 86,504 shares 86,504 $3.04M 0.04% -7,727 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,867 shares; 2024Q4: 26,473 shares; 2025Q1: 28,122 shares; 2025Q2: 27,734 shares; 2025Q3: 27,991 shares; 2025Q4: 26,537 shares; 2026Q1: 21,150 shares 21,150 $3.03M 0.04% -5,387 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,918 shares; 2024Q4: 55,829 shares; 2025Q1: 55,323 shares; 2025Q2: 53,042 shares; 2025Q3: 52,827 shares; 2025Q4: 52,647 shares; 2026Q1: 51,061 shares 51,061 $3.01M 0.04% -1,586 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: 12,098 shares; 2024Q4: 12,452 shares; 2025Q1: 5,429 shares; 2025Q2: 5,143 shares; 2025Q3: 4,912 shares; 2025Q4: 4,888 shares; 2026Q1: 4,984 shares 4,984 $3.01M 0.04% +96 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: 19,401 shares; 2025Q1: 17,819 shares; 2025Q2: 17,570 shares; 2025Q3: 18,898 shares; 2025Q4: 23,278 shares; 2026Q1: 24,472 shares 24,472 $3M 0.04% +1,194 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,417 shares; 2024Q4: 106,138 shares; 2025Q1: 101,588 shares; 2025Q2: 96,648 shares; 2025Q3: 95,537 shares; 2025Q4: 97,205 shares; 2026Q1: 96,887 shares 96,887 $3M 0.04% -318 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: 7,242 shares; 2024Q4: 7,457 shares; 2025Q1: 7,571 shares; 2025Q2: 15,055 shares; 2025Q3: 15,643 shares; 2025Q4: 16,028 shares; 2026Q1: 16,381 shares 16,381 $2.99M 0.04% +353 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,896 shares; 2025Q1: 5,163 shares; 2025Q2: 5,874 shares; 2025Q3: 6,406 shares; 2025Q4: 6,002 shares; 2026Q1: 6,537 shares 6,537 $2.92M 0.04% +535 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 25,862 shares; 2025Q1: 8,725 shares; 2025Q2: 8,899 shares; 2025Q3: 9,340 shares; 2025Q4: 9,400 shares; 2026Q1: 21,369 shares 21,369 $2.92M 0.04% +11,969 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: 7,947 shares; 2024Q4: 7,764 shares; 2025Q1: 8,041 shares; 2025Q2: 13,106 shares; 2025Q3: 17,671 shares; 2025Q4: 13,324 shares; 2026Q1: 18,910 shares 18,910 $2.89M 0.04% +5,586 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: 73,598 shares; 2024Q4: 73,999 shares; 2025Q1: 74,270 shares; 2025Q2: 75,509 shares; 2025Q3: 76,878 shares; 2025Q4: 75,576 shares; 2026Q1: 29,666 shares 29,666 $2.86M 0.04% -45,910 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,132 shares; 2024Q4: 48,758 shares; 2025Q1: 50,782 shares; 2025Q2: 51,157 shares; 2025Q3: 47,241 shares; 2025Q4: 43,119 shares; 2026Q1: 41,997 shares 41,997 $2.85M 0.04% -1,122 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: 2,193 shares; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 3,627 shares; 2026Q1: 4,468 shares 4,468 $2.84M 0.03% +841 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 30,797 shares; 2025Q1: 20,672 shares; 2025Q2: 21,383 shares; 2025Q3: 25,584 shares; 2025Q4: 29,287 shares; 2026Q1: 36,808 shares 36,808 $2.84M 0.03% +7,521 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 22,272 shares; 2025Q1: 23,308 shares; 2025Q2: 31,744 shares; 2025Q3: 35,904 shares; 2025Q4: 33,634 shares; 2026Q1: 38,708 shares 38,708 $2.82M 0.03% +5,074 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,851 shares; 2024Q4: 31,178 shares; 2025Q1: 31,153 shares; 2025Q2: 31,153 shares; 2025Q3: 30,893 shares; 2025Q4: 30,003 shares; 2026Q1: 31,359 shares 31,359 $2.8M 0.03% +1,356 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: 7,593 shares; 2024Q4: 15,146 shares; 2025Q1: 14,817 shares; 2025Q2: 15,457 shares; 2025Q3: 14,921 shares; 2025Q4: 15,273 shares; 2026Q1: 17,436 shares 17,436 $2.8M 0.03% +2,163 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,862 shares; 2024Q4: 48,945 shares; 2025Q1: 41,314 shares; 2025Q2: 42,210 shares; 2025Q3: 41,508 shares; 2025Q4: 40,930 shares; 2026Q1: 38,719 shares 38,719 $2.78M 0.03% -2,211 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: 2,784 shares; 2024Q4: 2,731 shares; 2025Q1: 2,818 shares; 2025Q2: 3,035 shares; 2025Q3: 3,095 shares; 2025Q4: 3,153 shares; 2026Q1: 3,100 shares 3,100 $2.78M 0.03% -53 Timeline IBMP 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: 47,873 shares; 2024Q4: 77,283 shares; 2025Q1: 86,483 shares; 2025Q2: 86,483 shares; 2025Q3: 96,604 shares; 2025Q4: 103,895 shares; 2026Q1: 108,914 shares 108,914 $2.77M 0.03% +5,019 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 4,406 shares; 2025Q1: 4,645 shares; 2025Q2: 4,600 shares; 2025Q3: 4,928 shares; 2025Q4: 6,525 shares; 2026Q1: 7,035 shares 7,035 $2.75M 0.03% +510 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: 15,560 shares; 2024Q4: 15,590 shares; 2025Q1: 18,070 shares; 2025Q2: 21,378 shares; 2025Q3: 19,667 shares; 2025Q4: 17,267 shares; 2026Q1: 20,918 shares 20,918 $2.74M 0.03% +3,651 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: 5,146 shares; 2024Q4: 5,454 shares; 2025Q1: 5,876 shares; 2025Q2: 6,295 shares; 2025Q3: 6,599 shares; 2025Q4: 6,154 shares; 2026Q1: 6,571 shares 6,571 $2.74M 0.03% +417 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: 17,991 shares; 2024Q4: 18,788 shares; 2025Q1: 17,564 shares; 2025Q2: 17,030 shares; 2025Q3: 17,033 shares; 2025Q4: 16,967 shares; 2026Q1: 13,948 shares 13,948 $2.73M 0.03% -3,019 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: 4,220 shares; 2024Q4: 4,347 shares; 2025Q1: 4,357 shares; 2025Q2: 4,828 shares; 2025Q3: 5,334 shares; 2025Q4: 4,686 shares; 2026Q1: 4,957 shares 4,957 $2.72M 0.03% +271 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: 6,865 shares; 2024Q4: 7,315 shares; 2025Q1: 7,147 shares; 2025Q2: 7,094 shares; 2025Q3: 7,530 shares; 2025Q4: 7,984 shares; 2026Q1: 7,840 shares 7,840 $2.69M 0.03% -144 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,799 shares; 2025Q1: 11,340 shares; 2025Q2: 11,239 shares; 2025Q3: 11,320 shares; 2025Q4: 10,459 shares; 2026Q1: 7,920 shares 7,920 $2.69M 0.03% -2,539 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,546 shares; 2025Q1: 2,692 shares; 2025Q2: 2,671 shares; 2025Q3: 3,817 shares; 2025Q4: 3,975 shares; 2026Q1: 11,552 shares 11,552 $2.67M 0.03% +7,577 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,946 shares; 2025Q1: 9,895 shares; 2025Q2: 10,567 shares; 2025Q3: 11,652 shares; 2025Q4: 10,854 shares; 2026Q1: 8,708 shares 8,708 $2.65M 0.03% -2,146 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: 5,134 shares; 2024Q4: 6,443 shares; 2025Q1: 6,931 shares; 2025Q2: 7,517 shares; 2025Q3: 9,832 shares; 2025Q4: 9,824 shares; 2026Q1: 10,499 shares 10,499 $2.63M 0.03% +675 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,293 shares; 2024Q4: 26,115 shares; 2025Q1: 25,661 shares; 2025Q2: 26,592 shares; 2025Q3: 25,801 shares; 2025Q4: 27,851 shares; 2026Q1: 13,107 shares 13,107 $2.6M 0.03% -14,744 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,464 shares; 2025Q1: 3,984 shares; 2025Q2: 6,352 shares; 2025Q3: 8,308 shares; 2025Q4: 8,111 shares; 2026Q1: 9,481 shares 9,481 $2.56M 0.03% +1,370 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: 18,126 shares; 2024Q4: 18,530 shares; 2025Q1: 14,763 shares; 2025Q2: 21,932 shares; 2025Q3: 22,925 shares; 2025Q4: 24,456 shares; 2026Q1: 34,454 shares 34,454 $2.56M 0.03% +9,998 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,379 shares; 2024Q4: 32,993 shares; 2025Q1: 33,659 shares; 2025Q2: 33,583 shares; 2025Q3: 33,809 shares; 2025Q4: 31,672 shares; 2026Q1: 30,225 shares 30,225 $2.56M 0.03% -1,447 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 892 shares; 2025Q1: 870 shares; 2025Q2: 946 shares; 2025Q3: 1,086 shares; 2025Q4: 1,097 shares; 2026Q1: 2,337 shares 2,337 $2.55M 0.03% +1,240 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 20,918 shares; 2025Q1: 23,489 shares; 2025Q2: 28,883 shares; 2025Q3: 33,674 shares; 2025Q4: 28,730 shares; 2026Q1: 27,041 shares 27,041 $2.54M 0.03% -1,689 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,946 shares; 2024Q4: 30,805 shares; 2025Q1: 28,205 shares; 2025Q2: 28,067 shares; 2025Q3: 29,232 shares; 2025Q4: 29,251 shares; 2026Q1: 38,702 shares 38,702 $2.52M 0.03% +9,451 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: 13,486 shares; 2024Q4: 13,295 shares; 2025Q1: 14,087 shares; 2025Q2: 18,802 shares; 2025Q3: 23,877 shares; 2025Q4: 20,427 shares; 2026Q1: 20,950 shares 20,950 $2.49M 0.03% +523 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES 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: 48,367 shares; 2025Q3: 102,796 shares; 2025Q4: 109,805 shares; 2026Q1: 110,792 shares 110,792 $2.46M 0.03% +987 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: 2,100 shares; 2024Q4: 1,888 shares; 2025Q1: 1,958 shares; 2025Q2: 1,945 shares; 2025Q3: 1,981 shares; 2025Q4: 1,964 shares; 2026Q1: 1,781 shares 1,781 $2.46M 0.03% -183 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 68,983 shares; 2025Q3: 136,532 shares; 2025Q4: 136,931 shares; 2026Q1: 139,092 shares 139,092 $2.45M 0.03% +2,161 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,514 shares; 2025Q1: 13,825 shares; 2025Q2: 13,417 shares; 2025Q3: 13,198 shares; 2025Q4: 15,010 shares; 2026Q1: 11,090 shares 11,090 $2.45M 0.03% -3,920 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: 2,935 shares; 2024Q4: 2,664 shares; 2025Q1: 2,685 shares; 2025Q2: 2,688 shares; 2025Q3: 3,005 shares; 2025Q4: 3,242 shares; 2026Q1: 18,197 shares 18,197 $2.45M 0.03% +14,955 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,332 shares; 2025Q1: 2,218 shares; 2025Q2: 2,238 shares; 2025Q3: 2,892 shares; 2025Q4: 2,666 shares; 2026Q1: 8,983 shares 8,983 $2.45M 0.03% +6,317 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 16,746 shares; 2025Q1: 186,272 shares; 2025Q2: 188,138 shares; 2025Q3: 195,551 shares; 2025Q4: 195,510 shares; 2026Q1: 173,351 shares 173,351 $2.44M 0.03% -22,159 Timeline SCHC 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: 134,214 shares; 2024Q4: 134,457 shares; 2025Q1: 114,296 shares; 2025Q2: 61,125 shares; 2025Q3: 59,583 shares; 2025Q4: 56,344 shares; 2026Q1: 52,041 shares 52,041 $2.43M 0.03% -4,303 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,390 shares; 2025Q1: 6,424 shares; 2025Q2: 6,792 shares; 2025Q3: 7,350 shares; 2025Q4: 8,154 shares; 2026Q1: 7,419 shares 7,419 $2.43M 0.03% -735 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: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 11,161 shares; 2025Q2: 15,929 shares; 2025Q3: 20,705 shares; 2025Q4: 18,425 shares; 2026Q1: 18,516 shares 18,516 $2.43M 0.03% +91 Timeline IBDT 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: 78,113 shares; 2024Q4: 73,432 shares; 2025Q1: 78,838 shares; 2025Q2: 73,304 shares; 2025Q3: 74,052 shares; 2025Q4: 74,052 shares; 2026Q1: 95,420 shares 95,420 $2.42M 0.03% +21,368 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 2,984 shares; 2025Q1: 2,862 shares; 2025Q2: 3,779 shares; 2025Q3: 4,660 shares; 2025Q4: 3,409 shares; 2026Q1: 10,705 shares 10,705 $2.4M 0.03% +7,296 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: 13,027 shares; 2024Q4: 12,074 shares; 2025Q1: 10,553 shares; 2025Q2: 10,407 shares; 2025Q3: 8,792 shares; 2025Q4: 11,318 shares; 2026Q1: 24,268 shares 24,268 $2.39M 0.03% +12,950 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,367 shares; 2025Q1: 17,259 shares; 2025Q2: 17,262 shares; 2025Q3: 16,882 shares; 2025Q4: 16,819 shares; 2026Q1: 16,819 shares 16,819 $2.38M 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: 10,204 shares; 2025Q1: 8,542 shares; 2025Q2: 7,211 shares; 2025Q3: 11,086 shares; 2025Q4: 9,426 shares; 2026Q1: 33,163 shares 33,163 $2.37M 0.03% +23,737 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: 11,203 shares; 2024Q4: 11,644 shares; 2025Q1: 9,477 shares; 2025Q2: 10,517 shares; 2025Q3: 10,753 shares; 2025Q4: 10,387 shares; 2026Q1: 9,617 shares 9,617 $2.34M 0.03% -770 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,133 shares; 2024Q4: 36,287 shares; 2025Q1: 35,233 shares; 2025Q2: 28,608 shares; 2025Q3: 37,937 shares; 2025Q4: 32,808 shares; 2026Q1: 38,522 shares 38,522 $2.34M 0.03% +5,714 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: 6,746 shares; 2024Q4: 6,711 shares; 2025Q1: 7,589 shares; 2025Q2: 7,477 shares; 2025Q3: 7,810 shares; 2025Q4: 9,013 shares; 2026Q1: 10,126 shares 10,126 $2.33M 0.03% +1,113 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 5,615 shares; 2025Q1: 7,243 shares; 2025Q2: 5,898 shares; 2025Q3: 4,428 shares; 2025Q4: 6,903 shares; 2026Q1: 36,213 shares 36,213 $2.32M 0.03% +29,310 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 10,834 shares; 2025Q1: 10,737 shares; 2025Q2: 11,005 shares; 2025Q3: 11,370 shares; 2025Q4: 10,738 shares; 2026Q1: 11,672 shares 11,672 $2.31M 0.03% +934 Timeline DCOR 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: 15,969 shares; 2025Q2: 15,985 shares; 2025Q3: 22,678 shares; 2025Q4: 31,095 shares; 2026Q1: 32,089 shares 32,089 $2.31M 0.03% +994 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 53,923 shares; 2025Q1: 53,201 shares; 2025Q2: 53,477 shares; 2025Q3: 54,858 shares; 2025Q4: 51,605 shares; 2026Q1: 51,031 shares 51,031 $2.31M 0.03% -574 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: 5,454 shares; 2024Q4: 5,577 shares; 2025Q1: 5,420 shares; 2025Q2: 6,565 shares; 2025Q3: 7,689 shares; 2025Q4: 6,475 shares; 2026Q1: 7,193 shares 7,193 $2.31M 0.03% +718 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,570 shares; 2025Q1: 3,768 shares; 2025Q2: 3,680 shares; 2025Q3: 16,291 shares; 2025Q4: 15,074 shares; 2026Q1: 15,624 shares 15,624 $2.3M 0.03% +550 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: 24,397 shares; 2024Q4: 21,024 shares; 2025Q1: 26,734 shares; 2025Q2: 32,228 shares; 2025Q3: 36,551 shares; 2025Q4: 32,923 shares; 2026Q1: 31,908 shares 31,908 $2.3M 0.03% -1,015 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: 27,326 shares; 2024Q4: 29,632 shares; 2025Q1: 30,862 shares; 2025Q2: 37,673 shares; 2025Q3: 43,512 shares; 2025Q4: 37,625 shares; 2026Q1: 36,371 shares 36,371 $2.28M 0.03% -1,254 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: 7,953 shares; 2024Q4: 8,438 shares; 2025Q1: 8,978 shares; 2025Q2: 9,808 shares; 2025Q3: 11,734 shares; 2025Q4: 9,765 shares; 2026Q1: 10,949 shares 10,949 $2.28M 0.03% +1,184 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 3,803 shares; 2025Q1: 3,818 shares; 2025Q2: 3,648 shares; 2025Q3: 14,271 shares; 2025Q4: 17,744 shares; 2026Q1: 16,699 shares 16,699 $2.27M 0.03% -1,045 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,590 shares; 2025Q1: 13,840 shares; 2025Q2: 13,864 shares; 2025Q3: 13,224 shares; 2025Q4: 12,801 shares; 2026Q1: 11,937 shares 11,937 $2.26M 0.03% -864 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: 4,574 shares; 2024Q4: 5,111 shares; 2025Q1: 5,313 shares; 2025Q2: 6,429 shares; 2025Q3: 7,330 shares; 2025Q4: 6,807 shares; 2026Q1: 7,628 shares 7,628 $2.25M 0.03% +821 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 8,087 shares; 2025Q1: 8,006 shares; 2025Q2: 8,530 shares; 2025Q3: 6,913 shares; 2025Q4: 6,520 shares; 2026Q1: 8,643 shares 8,643 $2.25M 0.03% +2,123 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,369 shares; 2025Q1: 7,358 shares; 2025Q2: 9,440 shares; 2025Q3: 11,698 shares; 2025Q4: 8,411 shares; 2026Q1: 8,962 shares 8,962 $2.25M 0.03% +551 Timeline IBDR 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: 100,695 shares; 2024Q4: 94,173 shares; 2025Q1: 106,289 shares; 2025Q2: 94,007 shares; 2025Q3: 92,306 shares; 2025Q4: 97,424 shares; 2026Q1: 92,004 shares 92,004 $2.23M 0.03% -5,420 Timeline MLPX 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: 22,250 shares; 2024Q4: 25,460 shares; 2025Q1: 30,158 shares; 2025Q2: 30,025 shares; 2025Q3: 28,449 shares; 2025Q4: 28,593 shares; 2026Q1: 30,150 shares 30,150 $2.23M 0.03% +1,557 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,727 shares; 2025Q1: 5,353 shares; 2025Q2: 5,263 shares; 2025Q3: 5,632 shares; 2025Q4: 5,198 shares; 2026Q1: 6,127 shares 6,127 $2.23M 0.03% +929 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 13,815 shares; 2025Q1: 12,900 shares; 2025Q2: 12,854 shares; 2025Q3: 11,548 shares; 2025Q4: 11,273 shares; 2026Q1: 10,849 shares 10,849 $2.22M 0.03% -424 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,406 shares; 2025Q1: 3,434 shares; 2025Q2: 3,364 shares; 2025Q3: 3,508 shares; 2025Q4: 3,628 shares; 2026Q1: 4,498 shares 4,498 $2.21M 0.03% +870 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,955 shares; 2024Q4: 65,798 shares; 2025Q1: 60,623 shares; 2025Q2: 60,924 shares; 2025Q3: 62,382 shares; 2025Q4: 60,263 shares; 2026Q1: 50,047 shares 50,047 $2.19M 0.03% -10,216 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 14,228 shares; 2025Q1: 15,460 shares; 2025Q2: 17,625 shares; 2025Q3: 21,115 shares; 2025Q4: 17,425 shares; 2026Q1: 114,099 shares 114,099 $2.19M 0.03% +96,674 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: 11,612 shares; 2024Q4: 12,571 shares; 2025Q1: 11,643 shares; 2025Q2: 10,941 shares; 2025Q3: 11,165 shares; 2025Q4: 10,872 shares; 2026Q1: 13,466 shares 13,466 $2.19M 0.03% +2,594 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 11,504 shares; 2025Q1: 11,694 shares; 2025Q2: 23,452 shares; 2025Q3: 35,261 shares; 2025Q4: 28,087 shares; 2026Q1: 26,351 shares 26,351 $2.19M 0.03% -1,736 Timeline IBMT 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: 10,174 shares; 2025Q4: 74,465 shares; 2026Q1: 85,168 shares 85,168 $2.19M 0.03% +10,703 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: 14,455 shares; 2024Q4: 14,288 shares; 2025Q1: 15,554 shares; 2025Q2: 15,444 shares; 2025Q3: 14,023 shares; 2025Q4: 14,023 shares; 2026Q1: 14,375 shares 14,375 $2.18M 0.03% +352 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: 4,935 shares; 2024Q4: 4,992 shares; 2025Q1: 4,847 shares; 2025Q2: 4,420 shares; 2025Q3: 4,275 shares; 2025Q4: 4,779 shares; 2026Q1: 6,063 shares 6,063 $2.16M 0.03% +1,284 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 8,642 shares; 2025Q1: 7,916 shares; 2025Q2: 8,410 shares; 2025Q3: 8,409 shares; 2025Q4: 8,886 shares; 2026Q1: 7,760 shares 7,760 $2.16M 0.03% -1,126 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,781 shares; 2025Q1: 31,725 shares; 2025Q2: 31,674 shares; 2025Q3: 33,116 shares; 2025Q4: 29,276 shares; 2026Q1: 26,130 shares 26,130 $2.16M 0.03% -3,146 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 11,941 shares; 2025Q1: 12,360 shares; 2025Q2: 13,589 shares; 2025Q3: 12,834 shares; 2025Q4: 12,564 shares; 2026Q1: 12,394 shares 12,394 $2.15M 0.03% -170 Timeline JCPB 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: 7,566 shares; 2025Q2: 9,433 shares; 2025Q3: 14,763 shares; 2025Q4: 18,774 shares; 2026Q1: 45,179 shares 45,179 $2.13M 0.03% +26,405 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,950 shares; 2025Q1: 5,049 shares; 2025Q2: 4,940 shares; 2025Q3: 5,482 shares; 2025Q4: 5,803 shares; 2026Q1: 7,289 shares 7,289 $2.13M 0.03% +1,486 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,471 shares; 2025Q1: 3,673 shares; 2025Q2: 3,901 shares; 2025Q3: 4,142 shares; 2025Q4: 4,278 shares; 2026Q1: 4,471 shares 4,471 $2.12M 0.03% +193 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: 5,796 shares; 2024Q4: 5,893 shares; 2025Q1: 5,728 shares; 2025Q2: 6,480 shares; 2025Q3: 6,993 shares; 2025Q4: 7,139 shares; 2026Q1: 7,681 shares 7,681 $2.11M 0.03% +542 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,692 shares; 2025Q1: 1,487 shares; 2025Q2: 1,443 shares; 2025Q3: 1,508 shares; 2025Q4: 1,201 shares; 2026Q1: 9,965 shares 9,965 $2.11M 0.03% +8,764 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 6,457 shares; 2025Q1: 9,373 shares; 2025Q2: 7,658 shares; 2025Q3: 11,166 shares; 2025Q4: 12,496 shares; 2026Q1: 9,965 shares 9,965 $2.1M 0.03% -2,531 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,371 shares; 2025Q1: 1,389 shares; 2025Q2: 20,800 shares; 2025Q3: 21,744 shares; 2025Q4: 21,789 shares; 2026Q1: 22,748 shares 22,748 $2.1M 0.03% +959 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: 22,229 shares; 2024Q4: 21,391 shares; 2025Q1: 21,391 shares; 2025Q2: 21,205 shares; 2025Q3: 20,855 shares; 2025Q4: 20,731 shares; 2026Q1: 20,865 shares 20,865 $2.08M 0.03% +134 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,322 shares; 2024Q4: 13,630 shares; 2025Q1: 50,387 shares; 2025Q2: 52,457 shares; 2025Q3: 65,151 shares; 2025Q4: 63,472 shares; 2026Q1: 24,021 shares 24,021 $2.08M 0.03% -39,451 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 7,930 shares; 2025Q1: 6,830 shares; 2025Q2: 6,900 shares; 2025Q3: 6,568 shares; 2025Q4: 7,731 shares; 2026Q1: 8,404 shares 8,404 $2.08M 0.03% +673 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: 6,084 shares; 2024Q4: 8,859 shares; 2025Q1: 5,722 shares; 2025Q2: 4,648 shares; 2025Q3: 4,994 shares; 2025Q4: 5,177 shares; 2026Q1: 9,696 shares 9,696 $2.07M 0.03% +4,519 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: 2,168 shares; 2024Q4: 3,384 shares; 2025Q1: 3,372 shares; 2025Q2: 2,771 shares; 2025Q3: 3,010 shares; 2025Q4: 2,504 shares; 2026Q1: 3,036 shares 3,036 $2.07M 0.03% +532 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 16,732 shares; 2025Q1: 16,885 shares; 2025Q2: 18,348 shares; 2025Q3: 18,101 shares; 2025Q4: 17,898 shares; 2026Q1: 13,158 shares 13,158 $2.07M 0.03% -4,740 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: not reported; 2025Q1: 62,220 shares; 2025Q2: 62,153 shares; 2025Q3: 62,492 shares; 2025Q4: 59,195 shares; 2026Q1: 51,498 shares 51,498 $2.07M 0.03% -7,697 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: 8,180 shares; 2024Q4: 8,483 shares; 2025Q1: 8,545 shares; 2025Q2: 7,287 shares; 2025Q3: 7,759 shares; 2025Q4: 7,809 shares; 2026Q1: 9,967 shares 9,967 $2.07M 0.03% +2,158 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 12,460 shares; 2025Q1: 11,659 shares; 2025Q2: 11,802 shares; 2025Q3: 11,904 shares; 2025Q4: 11,774 shares; 2026Q1: 12,639 shares 12,639 $2.06M 0.03% +865 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: 754 shares; 2025Q2: not reported; 2025Q3: 6,851 shares; 2025Q4: 6,490 shares; 2026Q1: 7,084 shares 7,084 $2.06M 0.03% +594 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: 23,897 shares; 2024Q4: 20,975 shares; 2025Q1: 20,980 shares; 2025Q2: 20,579 shares; 2025Q3: 9,505 shares; 2025Q4: 9,505 shares; 2026Q1: 9,439 shares 9,439 $2.05M 0.03% -66 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,636 shares; 2024Q4: 28,530 shares; 2025Q1: 25,667 shares; 2025Q2: 25,189 shares; 2025Q3: 25,042 shares; 2025Q4: 23,948 shares; 2026Q1: 20,904 shares 20,904 $2.02M 0.02% -3,044 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: 4,077 shares; 2024Q4: 3,183 shares; 2025Q1: 2,513 shares; 2025Q2: 2,796 shares; 2025Q3: 2,313 shares; 2025Q4: 4,664 shares; 2026Q1: 15,213 shares 15,213 $2.02M 0.02% +10,549 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: not reported; 2025Q1: 46,203 shares; 2025Q2: 45,894 shares; 2025Q3: 45,890 shares; 2025Q4: 44,555 shares; 2026Q1: 43,947 shares 43,947 $2.02M 0.02% -608 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 28,982 shares; 2025Q1: 31,158 shares; 2025Q2: 37,192 shares; 2025Q3: 32,273 shares; 2025Q4: 29,951 shares; 2026Q1: 34,419 shares 34,419 $1.99M 0.02% +4,468 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: 16,050 shares; 2024Q4: 17,073 shares; 2025Q1: 15,792 shares; 2025Q2: 12,625 shares; 2025Q3: 15,012 shares; 2025Q4: 17,202 shares; 2026Q1: 15,957 shares 15,957 $1.98M 0.02% -1,245 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: 2,757 shares; 2025Q3: 2,762 shares; 2025Q4: 2,897 shares; 2026Q1: 2,820 shares 2,820 $1.98M 0.02% -77 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 17,489 shares; 2025Q1: 18,600 shares; 2025Q2: 18,688 shares; 2025Q3: 18,915 shares; 2025Q4: 18,318 shares; 2026Q1: 17,699 shares 17,699 $1.95M 0.02% -619 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 14,374 shares; 2025Q1: 28,850 shares; 2025Q2: 28,882 shares; 2025Q3: 29,646 shares; 2025Q4: 29,602 shares; 2026Q1: 34,207 shares 34,207 $1.95M 0.02% +4,605 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,654 shares; 2024Q4: 40,650 shares; 2025Q1: 34,322 shares; 2025Q2: 34,258 shares; 2025Q3: 35,448 shares; 2025Q4: 36,373 shares; 2026Q1: 39,511 shares 39,511 $1.94M 0.02% +3,138 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,467 shares; 2024Q4: 19,512 shares; 2025Q1: 19,525 shares; 2025Q2: 19,671 shares; 2025Q3: 19,852 shares; 2025Q4: 20,312 shares; 2026Q1: 20,232 shares 20,232 $1.93M 0.02% -80 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,626 shares; 2025Q1: 6,000 shares; 2025Q2: 6,208 shares; 2025Q3: 5,868 shares; 2025Q4: 5,850 shares; 2026Q1: 7,120 shares 7,120 $1.9M 0.02% +1,270 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,847 shares; 2024Q4: 75,083 shares; 2025Q1: 75,083 shares; 2025Q2: 71,200 shares; 2025Q3: 72,014 shares; 2025Q4: 73,423 shares; 2026Q1: 81,553 shares 81,553 $1.9M 0.02% +8,130 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,458 shares; 2025Q1: 1,388 shares; 2025Q2: 1,584 shares; 2025Q3: 1,631 shares; 2025Q4: 1,647 shares; 2026Q1: 1,929 shares 1,929 $1.89M 0.02% +282 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,947 shares; 2024Q4: 187,430 shares; 2025Q1: 72,209 shares; 2025Q2: 71,147 shares; 2025Q3: 64,422 shares; 2025Q4: 57,039 shares; 2026Q1: 65,830 shares 65,830 $1.89M 0.02% +8,791 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,388 shares; 2024Q4: 43,475 shares; 2025Q1: 36,451 shares; 2025Q2: 36,705 shares; 2025Q3: 37,019 shares; 2025Q4: 36,086 shares; 2026Q1: 35,626 shares 35,626 $1.89M 0.02% -460 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: 6,492 shares; 2024Q4: 8,131 shares; 2025Q1: 8,083 shares; 2025Q2: 10,177 shares; 2025Q3: 12,085 shares; 2025Q4: 11,526 shares; 2026Q1: 12,505 shares 12,505 $1.88M 0.02% +979 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: 13,072 shares; 2024Q4: 12,944 shares; 2025Q1: 13,748 shares; 2025Q2: 13,917 shares; 2025Q3: 18,885 shares; 2025Q4: 17,001 shares; 2026Q1: 15,704 shares 15,704 $1.86M 0.02% -1,297 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: 49,446 shares; 2024Q4: 43,185 shares; 2025Q1: 46,314 shares; 2025Q2: 47,580 shares; 2025Q3: 47,256 shares; 2025Q4: 39,740 shares; 2026Q1: 45,223 shares 45,223 $1.86M 0.02% +5,483 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,802 shares; 2024Q4: 18,446 shares; 2025Q1: 19,537 shares; 2025Q2: 30,535 shares; 2025Q3: 37,612 shares; 2025Q4: 30,768 shares; 2026Q1: 37,563 shares 37,563 $1.84M 0.02% +6,795 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,189 shares; 2025Q1: 3,991 shares; 2025Q2: 3,546 shares; 2025Q3: 4,078 shares; 2025Q4: 5,507 shares; 2026Q1: 4,602 shares 4,602 $1.83M 0.02% -905 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: 13,536 shares; 2024Q4: 13,492 shares; 2025Q1: 13,656 shares; 2025Q2: 9,915 shares; 2025Q3: 5,696 shares; 2025Q4: 6,996 shares; 2026Q1: 12,279 shares 12,279 $1.82M 0.02% +5,283 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: 4,009 shares; 2024Q4: 4,197 shares; 2025Q1: 4,285 shares; 2025Q2: 4,330 shares; 2025Q3: 4,590 shares; 2025Q4: 4,445 shares; 2026Q1: 4,082 shares 4,082 $1.81M 0.02% -363 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,177 shares 9,177 $1.81M 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,840 shares; 2025Q1: 4,561 shares; 2025Q2: 4,693 shares; 2025Q3: 4,772 shares; 2025Q4: 4,159 shares; 2026Q1: 4,631 shares 4,631 $1.8M 0.02% +472 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: 11,699 shares; 2024Q4: 13,553 shares; 2025Q1: 13,789 shares; 2025Q2: 45,622 shares; 2025Q3: 54,806 shares; 2025Q4: 14,396 shares; 2026Q1: 21,066 shares 21,066 $1.8M 0.02% +6,670 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 20,889 shares; 2025Q1: 20,927 shares; 2025Q2: 20,891 shares; 2025Q3: 18,337 shares; 2025Q4: 18,371 shares; 2026Q1: 18,890 shares 18,890 $1.79M 0.02% +519 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,655 shares; 2024Q4: 67,669 shares; 2025Q1: 78,793 shares; 2025Q2: 73,027 shares; 2025Q3: 73,810 shares; 2025Q4: 73,810 shares; 2026Q1: 73,810 shares 73,810 $1.79M 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,449 shares; 2025Q1: 2,420 shares; 2025Q2: 2,439 shares; 2025Q3: 2,058 shares; 2025Q4: 2,051 shares; 2026Q1: 2,433 shares 2,433 $1.77M 0.02% +382 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 4,511 shares; 2025Q1: 4,404 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,864 shares 26,864 $1.77M 0.02% new 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: 25,224 shares; 2024Q4: 25,691 shares; 2025Q1: 26,533 shares; 2025Q2: 25,665 shares; 2025Q3: 25,337 shares; 2025Q4: 25,313 shares; 2026Q1: 29,965 shares 29,965 $1.76M 0.02% +4,652 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,612 shares; 2025Q1: 2,635 shares; 2025Q2: 2,658 shares; 2025Q3: 2,685 shares; 2025Q4: 2,742 shares; 2026Q1: 3,257 shares 3,257 $1.75M 0.02% +515 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: 7,299 shares; 2024Q4: 7,534 shares; 2025Q1: 7,731 shares; 2025Q2: 9,572 shares; 2025Q3: 10,620 shares; 2025Q4: 8,352 shares; 2026Q1: 8,523 shares 8,523 $1.73M 0.02% +171 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 533 shares; 2025Q1: 536 shares; 2025Q2: 526 shares; 2025Q3: 531 shares; 2025Q4: 510 shares; 2026Q1: 512 shares 512 $1.73M 0.02% +2 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,797 shares; 2024Q4: 7,531 shares; 2025Q1: 49,011 shares; 2025Q2: 48,623 shares; 2025Q3: 6,737 shares; 2025Q4: 5,508 shares; 2026Q1: 44,497 shares 44,497 $1.73M 0.02% +38,989 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: 39,338 shares; 2024Q4: 39,180 shares; 2025Q1: 39,202 shares; 2025Q2: 64,837 shares; 2025Q3: 79,768 shares; 2025Q4: 68,159 shares; 2026Q1: 79,396 shares 79,396 $1.72M 0.02% +11,237 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 13,680 shares; 2025Q3: 21,621 shares; 2025Q4: 21,184 shares; 2026Q1: 21,568 shares 21,568 $1.71M 0.02% +384 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: 11,142 shares; 2024Q4: 10,942 shares; 2025Q1: 9,256 shares; 2025Q2: 9,876 shares; 2025Q3: 9,120 shares; 2025Q4: 9,782 shares; 2026Q1: 11,743 shares 11,743 $1.71M 0.02% +1,961 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,232 shares; 2024Q4: 77,731 shares; 2025Q1: 77,731 shares; 2025Q2: 75,583 shares; 2025Q3: 75,583 shares; 2025Q4: 77,077 shares; 2026Q1: 77,813 shares 77,813 $1.7M 0.02% +736 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,135 shares; 2026Q1: 14,352 shares 14,352 $1.67M 0.02% -8,783 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,662 shares; 2024Q4: 56,491 shares; 2025Q1: 54,383 shares; 2025Q2: 54,111 shares; 2025Q3: 123,865 shares; 2025Q4: 105,568 shares; 2026Q1: 109,319 shares 109,319 $1.65M 0.02% +3,751 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,771 shares; 2024Q4: 66,883 shares; 2025Q1: 66,730 shares; 2025Q2: 61,768 shares; 2025Q3: 61,097 shares; 2025Q4: 58,781 shares; 2026Q1: 55,931 shares 55,931 $1.63M 0.02% -2,850 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: 5,727 shares; 2024Q4: 12,596 shares; 2025Q1: 13,317 shares; 2025Q2: 13,522 shares; 2025Q3: 13,653 shares; 2025Q4: 13,340 shares; 2026Q1: 14,375 shares 14,375 $1.62M 0.02% +1,035 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: 5,556 shares; 2024Q4: 6,115 shares; 2025Q1: 6,125 shares; 2025Q2: 6,479 shares; 2025Q3: 7,021 shares; 2025Q4: 5,454 shares; 2026Q1: 5,614 shares 5,614 $1.61M 0.02% +160 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,894 shares; 2025Q1: 5,906 shares; 2025Q2: 6,367 shares; 2025Q3: 6,219 shares; 2025Q4: 5,784 shares; 2026Q1: 4,987 shares 4,987 $1.61M 0.02% -797 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 12,352 shares; 2025Q1: 18,282 shares; 2025Q2: 17,634 shares; 2025Q3: 19,015 shares; 2025Q4: 20,348 shares; 2026Q1: 22,375 shares 22,375 $1.61M 0.02% +2,027 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: 6,114 shares; 2024Q4: 6,318 shares; 2025Q1: 6,538 shares; 2025Q2: 7,044 shares; 2025Q3: 8,297 shares; 2025Q4: 7,376 shares; 2026Q1: 8,573 shares 8,573 $1.6M 0.02% +1,197 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: 19,885 shares; 2024Q4: 20,305 shares; 2025Q1: 21,489 shares; 2025Q2: 20,379 shares; 2025Q3: 20,790 shares; 2025Q4: 21,023 shares; 2026Q1: 21,460 shares 21,460 $1.6M 0.02% +437 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,599 shares; 2025Q1: 1,592 shares; 2025Q2: 2,337 shares; 2025Q3: 3,101 shares; 2025Q4: 2,517 shares; 2026Q1: 2,712 shares 2,712 $1.6M 0.02% +195 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,797 shares; 2024Q4: 13,229 shares; 2025Q1: 12,246 shares; 2025Q2: 10,846 shares; 2025Q3: 14,592 shares; 2025Q4: 14,449 shares; 2026Q1: 14,551 shares 14,551 $1.6M 0.02% +102 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,364 shares; 2024Q4: 20,717 shares; 2025Q1: 51,717 shares; 2025Q2: 58,545 shares; 2025Q3: 45,173 shares; 2025Q4: 42,697 shares; 2026Q1: 43,342 shares 43,342 $1.59M 0.02% +645 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,768 shares; 2025Q1: 1,893 shares; 2025Q2: 2,850 shares; 2025Q3: 4,223 shares; 2025Q4: 3,727 shares; 2026Q1: 3,258 shares 3,258 $1.58M 0.02% -469 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 11,344 shares; 2025Q1: 8,654 shares; 2025Q2: 13,796 shares; 2025Q3: 17,286 shares; 2025Q4: 11,456 shares; 2026Q1: 15,939 shares 15,939 $1.58M 0.02% +4,483 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,469 shares; 2024Q4: 9,464 shares; 2025Q1: 9,447 shares; 2025Q2: 9,460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,494 shares 9,494 $1.56M 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 20,567 shares; 2025Q1: 23,206 shares; 2025Q2: 23,175 shares; 2025Q3: 21,999 shares; 2025Q4: 25,429 shares; 2026Q1: 27,447 shares 27,447 $1.56M 0.02% +2,018 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: 3,597 shares; 2024Q4: 3,572 shares; 2025Q1: 3,774 shares; 2025Q2: 3,504 shares; 2025Q3: 3,663 shares; 2025Q4: 2,894 shares; 2026Q1: 3,575 shares 3,575 $1.55M 0.02% +681 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 8,572 shares; 2025Q1: 7,615 shares; 2025Q2: 12,480 shares; 2025Q3: 17,306 shares; 2025Q4: 15,290 shares; 2026Q1: 15,899 shares 15,899 $1.55M 0.02% +609 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,088 shares; 2024Q4: 75,623 shares; 2025Q1: 75,623 shares; 2025Q2: 76,603 shares; 2025Q3: 73,782 shares; 2025Q4: 73,782 shares; 2026Q1: 73,782 shares 73,782 $1.54M 0.02% 0 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: 5,330 shares; 2024Q4: 5,093 shares; 2025Q1: 3,815 shares; 2025Q2: 12,840 shares; 2025Q3: 22,084 shares; 2025Q4: 17,984 shares; 2026Q1: 10,827 shares 10,827 $1.54M 0.02% -7,157 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,927 shares; 2025Q1: 5,238 shares; 2025Q2: 5,407 shares; 2025Q3: 4,682 shares; 2025Q4: 12,834 shares; 2026Q1: 12,943 shares 12,943 $1.54M 0.02% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 24,905 shares; 2025Q4: 26,509 shares; 2026Q1: 32,946 shares 32,946 $1.52M 0.02% +6,437 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,235 shares; 2024Q4: 42,260 shares; 2025Q1: 40,605 shares; 2025Q2: 40,101 shares; 2025Q3: 34,857 shares; 2025Q4: 33,375 shares; 2026Q1: 32,673 shares 32,673 $1.51M 0.02% -702 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 5,463 shares; 2025Q1: 5,414 shares; 2025Q2: 9,437 shares; 2025Q3: 12,717 shares; 2025Q4: 10,036 shares; 2026Q1: 8,811 shares 8,811 $1.51M 0.02% -1,225 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,915 shares; 2025Q1: 3,338 shares; 2025Q2: 3,721 shares; 2025Q3: 4,438 shares; 2025Q4: 3,820 shares; 2026Q1: 3,746 shares 3,746 $1.49M 0.02% -74 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: 12,183 shares; 2024Q4: 15,075 shares; 2025Q1: 12,103 shares; 2025Q2: 13,014 shares; 2025Q3: 14,901 shares; 2025Q4: 15,999 shares; 2026Q1: 15,959 shares 15,959 $1.48M 0.02% -40 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: 4,186 shares; 2024Q4: 3,917 shares; 2025Q1: 4,793 shares; 2025Q2: 5,507 shares; 2025Q3: 5,974 shares; 2025Q4: 5,883 shares; 2026Q1: 5,057 shares 5,057 $1.48M 0.02% -826 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,198 shares; 2024Q4: 25,791 shares; 2025Q1: 29,345 shares; 2025Q2: 161,282 shares; 2025Q3: 307,789 shares; 2025Q4: 266,662 shares; 2026Q1: 292,419 shares 292,419 $1.47M 0.02% +25,757 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 20,211 shares; 2025Q1: 6,097 shares; 2025Q2: 6,515 shares; 2025Q3: 6,480 shares; 2025Q4: 6,610 shares; 2026Q1: 6,770 shares 6,770 $1.47M 0.02% +160 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 13,010 shares; 2025Q1: 12,634 shares; 2025Q2: 14,075 shares; 2025Q3: 14,967 shares; 2025Q4: 16,479 shares; 2026Q1: 17,440 shares 17,440 $1.46M 0.02% +961 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,855 shares; 2024Q4: 22,957 shares; 2025Q1: 22,262 shares; 2025Q2: 50,933 shares; 2025Q3: 78,898 shares; 2025Q4: 58,493 shares; 2026Q1: 56,331 shares 56,331 $1.46M 0.02% -2,162 Timeline ISPY 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: 4,586 shares; 2025Q1: 11,182 shares; 2025Q2: 16,267 shares; 2025Q3: 22,859 shares; 2025Q4: 25,071 shares; 2026Q1: 33,494 shares 33,494 $1.45M 0.02% +8,423 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,311 shares; 2025Q1: 1,338 shares; 2025Q2: 1,094 shares; 2025Q3: 2,027 shares; 2025Q4: 1,847 shares; 2026Q1: 1,874 shares 1,874 $1.45M 0.02% +27 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,367 shares; 2024Q4: 16,354 shares; 2025Q1: 15,755 shares; 2025Q2: 16,462 shares; 2025Q3: 9,313 shares; 2025Q4: 9,225 shares; 2026Q1: 18,228 shares 18,228 $1.45M 0.02% +9,003 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: 4,488 shares; 2024Q4: 4,790 shares; 2025Q1: 4,799 shares; 2025Q2: 5,150 shares; 2025Q3: 5,381 shares; 2025Q4: 4,420 shares; 2026Q1: 5,450 shares 5,450 $1.45M 0.02% +1,030 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: 39,713 shares; 2024Q4: 40,095 shares; 2025Q1: 8,829 shares; 2025Q2: 8,759 shares; 2025Q3: 9,438 shares; 2025Q4: 18,763 shares; 2026Q1: 9,289 shares 9,289 $1.44M 0.02% -9,474 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,953 shares; 2025Q1: 3,019 shares; 2025Q2: 3,791 shares; 2025Q3: 4,384 shares; 2025Q4: 3,416 shares; 2026Q1: 3,308 shares 3,308 $1.44M 0.02% -108 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: 15,460 shares; 2024Q4: 16,058 shares; 2025Q1: 15,372 shares; 2025Q2: 19,552 shares; 2025Q3: 19,817 shares; 2025Q4: 20,343 shares; 2026Q1: 19,856 shares 19,856 $1.44M 0.02% -487 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: 10,243 shares; 2024Q4: 10,615 shares; 2025Q1: 10,647 shares; 2025Q2: 10,891 shares; 2025Q3: 8,252 shares; 2025Q4: 6,506 shares; 2026Q1: 15,514 shares 15,514 $1.43M 0.02% +9,008 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: 8,643 shares; 2024Q4: 8,449 shares; 2025Q1: 9,171 shares; 2025Q2: 9,537 shares; 2025Q3: 9,768 shares; 2025Q4: 10,120 shares; 2026Q1: 10,887 shares 10,887 $1.43M 0.02% +767 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: 25,203 shares; 2024Q4: 25,244 shares; 2025Q1: 28,124 shares; 2025Q2: 26,006 shares; 2025Q3: 27,633 shares; 2025Q4: 26,776 shares; 2026Q1: 27,750 shares 27,750 $1.43M 0.02% +974 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 13,283 shares; 2025Q1: 14,025 shares; 2025Q2: 12,208 shares; 2025Q3: 11,102 shares; 2025Q4: 10,687 shares; 2026Q1: 11,764 shares 11,764 $1.43M 0.02% +1,077 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: 42,217 shares; 2024Q4: 41,278 shares; 2025Q1: 39,594 shares; 2025Q2: 45,965 shares; 2025Q3: 44,158 shares; 2025Q4: 43,366 shares; 2026Q1: 42,333 shares 42,333 $1.42M 0.02% -1,033 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 11,910 shares; 2025Q1: 12,858 shares; 2025Q2: 13,424 shares; 2025Q3: 12,492 shares; 2025Q4: 13,746 shares; 2026Q1: 17,364 shares 17,364 $1.42M 0.02% +3,618 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 736 shares; 2025Q2: 1,769 shares; 2025Q3: 2,748 shares; 2025Q4: 1,955 shares; 2026Q1: 2,031 shares 2,031 $1.42M 0.02% +76 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: 668 shares; 2024Q4: 686 shares; 2025Q1: 749 shares; 2025Q2: 819 shares; 2025Q3: 722 shares; 2025Q4: 878 shares; 2026Q1: 1,220 shares 1,220 $1.41M 0.02% +342 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,385 shares; 2025Q1: 10,385 shares; 2025Q2: 10,385 shares; 2025Q3: 10,385 shares; 2025Q4: 23,650 shares; 2026Q1: 30,024 shares 30,024 $1.41M 0.02% +6,374 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,309 shares; 2024Q4: 44,813 shares; 2025Q1: 40,113 shares; 2025Q2: 39,278 shares; 2025Q3: 36,856 shares; 2025Q4: 36,858 shares; 2026Q1: 35,781 shares 35,781 $1.41M 0.02% -1,077 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: 40,526 shares; 2024Q4: 38,544 shares; 2025Q1: 40,178 shares; 2025Q2: 56,334 shares; 2025Q3: 55,289 shares; 2025Q4: 53,300 shares; 2026Q1: 36,290 shares 36,290 $1.41M 0.02% -17,010 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: 3,614 shares; 2024Q4: 3,705 shares; 2025Q1: 3,857 shares; 2025Q2: 4,911 shares; 2025Q3: 5,562 shares; 2025Q4: 4,421 shares; 2026Q1: 4,620 shares 4,620 $1.4M 0.02% +199 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: 4,153 shares; 2024Q4: 4,481 shares; 2025Q1: 4,452 shares; 2025Q2: 4,639 shares; 2025Q3: 5,120 shares; 2025Q4: 5,270 shares; 2026Q1: 5,247 shares 5,247 $1.4M 0.02% -23 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,085 shares; 2024Q4: 58,014 shares; 2025Q1: 58,014 shares; 2025Q2: 58,851 shares; 2025Q3: 54,291 shares; 2025Q4: 54,646 shares; 2026Q1: 54,646 shares 54,646 $1.38M 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,779 shares; 2025Q1: 5,860 shares; 2025Q2: 6,242 shares; 2025Q3: 5,976 shares; 2025Q4: 5,080 shares; 2026Q1: 7,626 shares 7,626 $1.37M 0.02% +2,546 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: 22,466 shares; 2024Q4: 20,089 shares; 2025Q1: 18,699 shares; 2025Q2: 18,393 shares; 2025Q3: 18,168 shares; 2025Q4: 17,018 shares; 2026Q1: 29,509 shares 29,509 $1.37M 0.02% +12,491 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: 2,166 shares; 2024Q4: 2,179 shares; 2025Q1: 2,102 shares; 2025Q2: 2,145 shares; 2025Q3: 2,285 shares; 2025Q4: 2,353 shares; 2026Q1: 2,295 shares 2,295 $1.36M 0.02% -58 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: 12,538 shares; 2024Q4: 11,701 shares; 2025Q1: 12,645 shares; 2025Q2: 26,298 shares; 2025Q3: 35,489 shares; 2025Q4: 26,454 shares; 2026Q1: 29,329 shares 29,329 $1.36M 0.02% +2,875 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 14,881 shares; 2025Q1: 15,829 shares; 2025Q2: 48,009 shares; 2025Q3: 85,855 shares; 2025Q4: 75,699 shares; 2026Q1: 62,698 shares 62,698 $1.36M 0.02% -13,001 Timeline FNDB 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: 19,722 shares; 2024Q4: 54,096 shares; 2025Q1: 54,096 shares; 2025Q2: 54,096 shares; 2025Q3: 54,096 shares; 2025Q4: 54,096 shares; 2026Q1: 49,841 shares 49,841 $1.36M 0.02% -4,255 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 17,877 shares; 2025Q1: 16,910 shares; 2025Q2: 17,894 shares; 2025Q3: 19,346 shares; 2025Q4: 20,618 shares; 2026Q1: 18,926 shares 18,926 $1.34M 0.02% -1,692 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: 5,379 shares; 2024Q4: 5,709 shares; 2025Q1: 5,870 shares; 2025Q2: 5,965 shares; 2025Q3: 7,978 shares; 2025Q4: 6,763 shares; 2026Q1: 7,908 shares 7,908 $1.34M 0.02% +1,145 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,805 shares; 2025Q1: 3,225 shares; 2025Q2: 4,296 shares; 2025Q3: 7,622 shares; 2025Q4: 5,989 shares; 2026Q1: 8,147 shares 8,147 $1.34M 0.02% +2,158 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: 6,462 shares; 2024Q4: 6,328 shares; 2025Q1: 7,134 shares; 2025Q2: 8,384 shares; 2025Q3: 8,616 shares; 2025Q4: 8,657 shares; 2026Q1: 6,364 shares 6,364 $1.33M 0.02% -2,293 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,328 shares; 2025Q1: 1,235 shares; 2025Q2: 1,147 shares; 2025Q3: 1,170 shares; 2025Q4: 1,216 shares; 2026Q1: 1,240 shares 1,240 $1.32M 0.02% +24 Timeline IBTI 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: 25,451 shares; 2025Q2: 25,451 shares; 2025Q3: 25,735 shares; 2025Q4: 25,735 shares; 2026Q1: 59,188 shares 59,188 $1.32M 0.02% +33,453 Timeline IBDY 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: 41,198 shares; 2024Q4: 53,119 shares; 2025Q1: 53,119 shares; 2025Q2: 53,942 shares; 2025Q3: 49,500 shares; 2025Q4: 50,761 shares; 2026Q1: 50,761 shares 50,761 $1.31M 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 13,534 shares; 2025Q1: 13,764 shares; 2025Q2: 14,507 shares; 2025Q3: 16,951 shares; 2025Q4: 20,548 shares; 2026Q1: 19,495 shares 19,495 $1.3M 0.02% -1,053 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: 5,203 shares; 2024Q4: 11,017 shares; 2025Q1: 9,750 shares; 2025Q2: 9,682 shares; 2025Q3: 10,907 shares; 2025Q4: 9,294 shares; 2026Q1: 8,851 shares 8,851 $1.29M 0.02% -443 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,217 shares; 2024Q4: 12,677 shares; 2025Q1: 2,934 shares; 2025Q2: 3,106 shares; 2025Q3: 3,072 shares; 2025Q4: 2,819 shares; 2026Q1: 3,725 shares 3,725 $1.29M 0.02% +906 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: 21,164 shares; 2024Q4: 20,048 shares; 2025Q1: 19,988 shares; 2025Q2: 21,060 shares; 2025Q3: 32,100 shares; 2025Q4: 31,680 shares; 2026Q1: 22,045 shares 22,045 $1.28M 0.02% -9,635 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 6,454 shares; 2025Q1: 6,418 shares; 2025Q2: 6,963 shares; 2025Q3: 10,024 shares; 2025Q4: 9,544 shares; 2026Q1: 11,299 shares 11,299 $1.28M 0.02% +1,755 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,784 shares; 2025Q1: 5,599 shares; 2025Q2: 5,715 shares; 2025Q3: 5,667 shares; 2025Q4: 6,015 shares; 2026Q1: 5,944 shares 5,944 $1.27M 0.02% -71 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: 6,829 shares; 2024Q4: 7,379 shares; 2025Q1: 7,921 shares; 2025Q2: 8,582 shares; 2025Q3: 9,084 shares; 2025Q4: 8,979 shares; 2026Q1: 8,718 shares 8,718 $1.27M 0.02% -261 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 15,653 shares; 2025Q1: 9,284 shares; 2025Q2: 24,245 shares; 2025Q3: 27,775 shares; 2025Q4: 28,171 shares; 2026Q1: 29,997 shares 29,997 $1.27M 0.02% +1,826 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: 20,302 shares; 2024Q4: 19,730 shares; 2025Q1: 19,426 shares; 2025Q2: 24,842 shares; 2025Q3: 31,155 shares; 2025Q4: 18,274 shares; 2026Q1: 21,174 shares 21,174 $1.27M 0.02% +2,900 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: 12,392 shares; 2024Q4: 12,185 shares; 2025Q1: 12,310 shares; 2025Q2: 11,815 shares; 2025Q3: 11,751 shares; 2025Q4: 11,945 shares; 2026Q1: 17,109 shares 17,109 $1.26M 0.02% +5,164 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 3,840 shares; 2025Q3: 20,976 shares; 2025Q4: 20,946 shares; 2026Q1: 20,884 shares 20,884 $1.26M 0.02% -62 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: 20,608 shares; 2024Q4: 22,021 shares; 2025Q1: 19,353 shares; 2025Q2: 14,680 shares; 2025Q3: 14,339 shares; 2025Q4: 15,339 shares; 2026Q1: 15,943 shares 15,943 $1.25M 0.02% +604 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,837 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: 11,035 shares; 2025Q4: 10,987 shares; 2026Q1: 11,799 shares 11,799 $1.25M 0.02% +812 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,439 shares; 2024Q4: 25,586 shares; 2025Q1: 25,569 shares; 2025Q2: 25,640 shares; 2025Q3: 26,199 shares; 2025Q4: 21,696 shares; 2026Q1: 20,262 shares 20,262 $1.25M 0.02% -1,434 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 3,057 shares 3,057 $1.25M 0.02% +504 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,307 shares; 2024Q4: 30,155 shares; 2025Q1: 35,062 shares; 2025Q2: 28,810 shares; 2025Q3: 33,816 shares; 2025Q4: 33,766 shares; 2026Q1: 44,643 shares 44,643 $1.23M 0.02% +10,877 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: 11,127 shares; 2024Q4: 11,576 shares; 2025Q1: 10,524 shares; 2025Q2: 13,084 shares; 2025Q3: 15,544 shares; 2025Q4: 12,366 shares; 2026Q1: 10,572 shares 10,572 $1.22M 0.01% -1,794 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: 87 shares; 2025Q2: 2,565 shares; 2025Q3: 5,173 shares; 2025Q4: 5,588 shares; 2026Q1: 5,949 shares 5,949 $1.21M 0.01% +361 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,339 shares; 2025Q2: 1,715 shares; 2025Q3: 2,055 shares; 2025Q4: 2,218 shares; 2026Q1: 4,715 shares 4,715 $1.2M 0.01% +2,497 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: 5,527 shares; 2024Q4: 5,952 shares; 2025Q1: 5,352 shares; 2025Q2: 6,202 shares; 2025Q3: 6,123 shares; 2025Q4: 6,331 shares; 2026Q1: 6,020 shares 6,020 $1.19M 0.01% -311 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,499 shares; 2024Q4: 600,714 shares; 2025Q1: 577,799 shares; 2025Q2: 586,222 shares; 2025Q3: 599,347 shares; 2025Q4: 524,342 shares; 2026Q1: 51,921 shares 51,921 $1.19M 0.01% -472,421 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,706 shares; 2025Q1: 11,235 shares; 2025Q2: 14,708 shares; 2025Q3: 18,385 shares; 2025Q4: 15,701 shares; 2026Q1: 15,805 shares 15,805 $1.19M 0.01% +104 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: 1,609 shares; 2024Q4: 1,872 shares; 2025Q1: 1,936 shares; 2025Q2: 1,924 shares; 2025Q3: 1,926 shares; 2025Q4: 1,694 shares; 2026Q1: 1,742 shares 1,742 $1.19M 0.01% +48 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 16,958 shares; 2025Q1: 12,569 shares; 2025Q2: 16,209 shares; 2025Q3: 19,891 shares; 2025Q4: 26,472 shares; 2026Q1: 28,440 shares 28,440 $1.18M 0.01% +1,968 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 413 shares; 2025Q1: 361 shares; 2025Q2: 482 shares; 2025Q3: 699 shares; 2025Q4: 723 shares; 2026Q1: 685 shares 685 $1.18M 0.01% -38 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,434 shares; 2025Q1: 3,527 shares; 2025Q2: 3,506 shares; 2025Q3: 3,487 shares; 2025Q4: 3,432 shares; 2026Q1: 3,611 shares 3,611 $1.16M 0.01% +179 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,454 shares; 2025Q1: 7,945 shares; 2025Q2: 7,732 shares; 2025Q3: 8,239 shares; 2025Q4: 7,982 shares; 2026Q1: 8,479 shares 8,479 $1.15M 0.01% +497 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,481 shares; 2024Q4: 37,633 shares; 2025Q1: 32,207 shares; 2025Q2: 42,073 shares; 2025Q3: 41,076 shares; 2025Q4: 36,457 shares; 2026Q1: 35,783 shares 35,783 $1.15M 0.01% -674 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 23,094 shares; 2025Q1: 26,951 shares; 2025Q2: 22,061 shares; 2025Q3: 23,426 shares; 2025Q4: 22,103 shares; 2026Q1: 22,757 shares 22,757 $1.15M 0.01% +654 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,959 shares; 2025Q1: 6,145 shares; 2025Q2: 6,024 shares; 2025Q3: 5,993 shares; 2025Q4: 6,399 shares; 2026Q1: 5,962 shares 5,962 $1.14M 0.01% -437 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,211 shares; 2025Q1: 5,329 shares; 2025Q2: 4,846 shares; 2025Q3: 4,496 shares; 2025Q4: 4,561 shares; 2026Q1: 4,730 shares 4,730 $1.13M 0.01% +169 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 13,802 shares; 2025Q1: 13,584 shares; 2025Q2: 12,895 shares; 2025Q3: 13,183 shares; 2025Q4: 13,626 shares; 2026Q1: 18,424 shares 18,424 $1.12M 0.01% +4,798 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,042 shares; 2024Q4: 41,340 shares; 2025Q1: 6,858 shares; 2025Q2: 7,420 shares; 2025Q3: 7,972 shares; 2025Q4: 7,711 shares; 2026Q1: 9,206 shares 9,206 $1.12M 0.01% +1,495 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,863 shares; 2024Q4: 24,891 shares; 2025Q1: 25,889 shares; 2025Q2: 26,179 shares; 2025Q3: 27,292 shares; 2025Q4: 30,080 shares; 2026Q1: 28,492 shares 28,492 $1.11M 0.01% -1,588 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,309 shares; 2025Q1: 3,338 shares; 2025Q2: 3,861 shares; 2025Q3: 4,037 shares; 2025Q4: 4,196 shares; 2026Q1: 4,665 shares 4,665 $1.11M 0.01% +469 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,744 shares; 2026Q1: 10,839 shares 10,839 $1.11M 0.01% +95 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: 5,508 shares; 2025Q1: 10,224 shares; 2025Q2: 8,117 shares; 2025Q3: 22,898 shares; 2025Q4: 20,557 shares; 2026Q1: 12,553 shares 12,553 $1.11M 0.01% -8,004 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 5,119 shares; 2025Q1: 5,229 shares; 2025Q2: 5,198 shares; 2025Q3: 5,125 shares; 2025Q4: 5,048 shares; 2026Q1: 5,051 shares 5,051 $1.11M 0.01% +3 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 6,846 shares; 2025Q1: 7,286 shares; 2025Q2: 8,157 shares; 2025Q3: 8,401 shares; 2025Q4: 8,420 shares; 2026Q1: 9,285 shares 9,285 $1.1M 0.01% +865 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 8,272 shares; 2025Q1: 9,761 shares; 2025Q2: 8,079 shares; 2025Q3: 9,983 shares; 2025Q4: 11,566 shares; 2026Q1: 11,190 shares 11,190 $1.1M 0.01% -376 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: 3,299 shares; 2024Q4: 3,399 shares; 2025Q1: 3,426 shares; 2025Q2: 3,584 shares; 2025Q3: 3,482 shares; 2025Q4: 3,723 shares; 2026Q1: 3,502 shares 3,502 $1.1M 0.01% -221 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 17,289 shares; 2025Q1: 17,180 shares; 2025Q2: 18,661 shares; 2025Q3: 19,918 shares; 2025Q4: 12,288 shares; 2026Q1: 19,716 shares 19,716 $1.1M 0.01% +7,428 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,735 shares; 2025Q1: 3,908 shares; 2025Q2: 3,422 shares; 2025Q3: 3,456 shares; 2025Q4: 3,468 shares; 2026Q1: 3,873 shares 3,873 $1.09M 0.01% +405 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: 3,142 shares; 2024Q4: 3,883 shares; 2025Q1: 3,738 shares; 2025Q2: 3,458 shares; 2025Q3: 3,641 shares; 2025Q4: 3,981 shares; 2026Q1: 3,035 shares 3,035 $1.09M 0.01% -946 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: 14,925 shares; 2024Q4: 20,296 shares; 2025Q1: 20,884 shares; 2025Q2: 53,257 shares; 2025Q3: 87,964 shares; 2025Q4: 50,137 shares; 2026Q1: 55,121 shares 55,121 $1.09M 0.01% +4,984 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 634 shares; 2025Q1: 647 shares; 2025Q2: 1,041 shares; 2025Q3: 1,478 shares; 2025Q4: 1,493 shares; 2026Q1: 1,797 shares 1,797 $1.09M 0.01% +304 Timeline IBDZ 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: 63,067 shares; 2025Q1: 65,037 shares; 2025Q2: 65,925 shares; 2025Q3: 59,635 shares; 2025Q4: 41,457 shares; 2026Q1: 41,457 shares 41,457 $1.08M 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,805 shares; 2025Q1: 5,791 shares; 2025Q2: 6,316 shares; 2025Q3: 10,133 shares; 2025Q4: 7,764 shares; 2026Q1: 7,863 shares 7,863 $1.08M 0.01% +99 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,189 shares; 2025Q1: 1,427 shares; 2025Q2: 1,187 shares; 2025Q3: 1,494 shares; 2025Q4: 1,732 shares; 2026Q1: 1,480 shares 1,480 $1.08M 0.01% -252 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,539 shares; 2025Q1: 4,475 shares; 2025Q2: 5,015 shares; 2025Q3: 6,800 shares; 2025Q4: 6,716 shares; 2026Q1: 3,386 shares 3,386 $1.08M 0.01% -3,330 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: 7,601 shares; 2024Q4: 7,529 shares; 2025Q1: 7,475 shares; 2025Q2: 11,742 shares; 2025Q3: 15,333 shares; 2025Q4: 12,544 shares; 2026Q1: 13,432 shares 13,432 $1.08M 0.01% +888 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,243 shares; 2024Q4: 19,228 shares; 2025Q1: 20,372 shares; 2025Q2: 16,510 shares; 2025Q3: 16,557 shares; 2025Q4: 17,391 shares; 2026Q1: 16,744 shares 16,744 $1.07M 0.01% -647 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 10,836 shares; 2025Q1: 10,539 shares; 2025Q2: 9,471 shares; 2025Q3: 9,359 shares; 2025Q4: 9,608 shares; 2026Q1: 13,306 shares 13,306 $1.07M 0.01% +3,698 Timeline XJH 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: 29,038 shares; 2024Q4: 29,952 shares; 2025Q1: 32,926 shares; 2025Q2: 24,806 shares; 2025Q3: 25,294 shares; 2025Q4: 24,866 shares; 2026Q1: 23,416 shares 23,416 $1.06M 0.01% -1,450 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 5,227 shares; 2025Q1: 5,228 shares; 2025Q2: 5,008 shares; 2025Q3: 5,046 shares; 2025Q4: 3,592 shares; 2026Q1: 3,644 shares 3,644 $1.06M 0.01% +52 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,764 shares; 2024Q4: 21,355 shares; 2025Q1: 21,888 shares; 2025Q2: 20,367 shares; 2025Q3: 23,998 shares; 2025Q4: 22,734 shares; 2026Q1: 23,001 shares 23,001 $1.06M 0.01% +267 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 9,113 shares; 2025Q1: 8,420 shares; 2025Q2: 7,506 shares; 2025Q3: 7,652 shares; 2025Q4: 6,727 shares; 2026Q1: 7,458 shares 7,458 $1.05M 0.01% +731 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: 1,579 shares; 2024Q4: 1,479 shares; 2025Q1: 1,626 shares; 2025Q2: 1,585 shares; 2025Q3: 1,747 shares; 2025Q4: 1,893 shares; 2026Q1: 1,859 shares 1,859 $1.04M 0.01% -34 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: 6,765 shares; 2024Q4: 6,594 shares; 2025Q1: 6,594 shares; 2025Q2: 6,425 shares; 2025Q3: 7,309 shares; 2025Q4: 6,684 shares; 2026Q1: 4,728 shares 4,728 $1.03M 0.01% -1,956 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 6,302 shares; 2025Q3: 11,536 shares; 2025Q4: 5,924 shares; 2026Q1: 8,230 shares 8,230 $1.03M 0.01% +2,306 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,868 shares; 2025Q1: 2,782 shares; 2025Q2: 2,551 shares; 2025Q3: 3,523 shares; 2025Q4: 3,121 shares; 2026Q1: 5,035 shares 5,035 $1.03M 0.01% +1,914 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 1,850 shares; 2025Q1: 2,057 shares; 2025Q2: 3,603 shares; 2025Q3: 4,713 shares; 2025Q4: 3,697 shares; 2026Q1: 5,866 shares 5,866 $1.02M 0.01% +2,169 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 29,924 shares; 2025Q3: 79,863 shares; 2025Q4: 79,842 shares; 2026Q1: 79,327 shares 79,327 $1.02M 0.01% -515 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 6,331 shares; 2025Q2: 7,376 shares; 2025Q3: 7,708 shares; 2025Q4: 7,727 shares; 2026Q1: 14,710 shares 14,710 $1.02M 0.01% +6,983 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 4,521 shares; 2025Q1: 4,714 shares; 2025Q2: 5,025 shares; 2025Q3: 4,836 shares; 2025Q4: 5,566 shares; 2026Q1: 4,422 shares 4,422 $1.02M 0.01% -1,144 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 4,369 shares; 2025Q1: 3,779 shares; 2025Q2: 4,867 shares; 2025Q3: 6,001 shares; 2025Q4: 4,317 shares; 2026Q1: 4,878 shares 4,878 $1.01M 0.01% +561 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: 2,183 shares; 2025Q1: 3,620 shares; 2025Q2: 4,301 shares; 2025Q3: 5,077 shares; 2025Q4: 4,955 shares; 2026Q1: 4,884 shares 4,884 $1.01M 0.01% -71 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 14,443 shares; 2025Q1: 16,935 shares; 2025Q2: 20,973 shares; 2025Q3: 19,772 shares; 2025Q4: 15,175 shares; 2026Q1: 15,371 shares 15,371 $999K 0.01% +196 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 2,918 shares; 2025Q1: 3,259 shares; 2025Q2: 5,655 shares; 2025Q3: 7,662 shares; 2025Q4: 7,497 shares; 2026Q1: 8,342 shares 8,342 $997K 0.01% +845 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: 3,954 shares; 2024Q4: 6,677 shares; 2025Q1: 12,031 shares; 2025Q2: 14,049 shares; 2025Q3: 12,092 shares; 2025Q4: 13,704 shares; 2026Q1: 13,884 shares 13,884 $988K 0.01% +180 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: 2,797 shares; 2024Q4: 2,887 shares; 2025Q1: 2,743 shares; 2025Q2: 4,761 shares; 2025Q3: 5,217 shares; 2025Q4: 5,208 shares; 2026Q1: 4,721 shares 4,721 $984K 0.01% -487 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,121 shares; 2025Q1: 1,959 shares; 2025Q2: 3,138 shares; 2025Q3: 4,929 shares; 2025Q4: 5,024 shares; 2026Q1: 4,921 shares 4,921 $984K 0.01% -103 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,405 shares; 2024Q4: 45,987 shares; 2025Q1: 44,904 shares; 2025Q2: 43,703 shares; 2025Q3: 68,517 shares; 2025Q4: 40,447 shares; 2026Q1: 62,799 shares 62,799 $983K 0.01% +22,352 Timeline EEMV 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: 1,626 shares; 2025Q2: 7,343 shares; 2025Q3: 13,180 shares; 2025Q4: 12,937 shares; 2026Q1: 15,065 shares 15,065 $975K 0.01% +2,128 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,489 shares; 2024Q4: 56,245 shares; 2025Q1: 61,280 shares; 2025Q2: 78,468 shares; 2025Q3: 77,933 shares; 2025Q4: 72,365 shares; 2026Q1: 83,794 shares 83,794 $967K 0.01% +11,429 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 7,018 shares; 2025Q1: 7,119 shares; 2025Q2: 6,982 shares; 2025Q3: 7,381 shares; 2025Q4: 7,797 shares; 2026Q1: 7,037 shares 7,037 $965K 0.01% -760 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: 2,015 shares; 2025Q2: 7,663 shares; 2025Q3: 13,386 shares; 2025Q4: 9,904 shares; 2026Q1: 9,615 shares 9,615 $963K 0.01% -289 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: 9,746 shares; 2024Q4: 9,318 shares; 2025Q1: 9,390 shares; 2025Q2: 9,920 shares; 2025Q3: 10,570 shares; 2025Q4: 8,584 shares; 2026Q1: 11,878 shares 11,878 $962K 0.01% +3,294 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 22,196 shares; 2025Q2: 22,196 shares; 2025Q3: 22,196 shares; 2025Q4: 22,196 shares; 2026Q1: 22,196 shares 22,196 $957K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,298 shares; 2025Q1: 5,055 shares; 2025Q2: 5,652 shares; 2025Q3: 8,850 shares; 2025Q4: 6,294 shares; 2026Q1: 6,985 shares 6,985 $951K 0.01% +691 Timeline IBCA 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: 17,114 shares; 2025Q4: 33,754 shares; 2026Q1: 36,809 shares 36,809 $944K 0.01% +3,055 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,779 shares; 2025Q1: 2,806 shares; 2025Q2: 2,840 shares; 2025Q3: 3,017 shares; 2025Q4: 3,237 shares; 2026Q1: 3,148 shares 3,148 $940K 0.01% -89 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 12,890 shares; 2025Q1: 12,517 shares; 2025Q2: 13,025 shares; 2025Q3: 12,346 shares; 2025Q4: 11,775 shares; 2026Q1: 12,863 shares 12,863 $939K 0.01% +1,088 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,920 shares; 2024Q4: 13,479 shares; 2025Q1: 13,479 shares; 2025Q2: 13,479 shares; 2025Q3: 13,479 shares; 2025Q4: 14,089 shares; 2026Q1: 19,450 shares 19,450 $936K 0.01% +5,361 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,435 shares; 2025Q1: 1,554 shares; 2025Q2: 6,020 shares; 2025Q3: 6,007 shares; 2025Q4: 12,380 shares; 2026Q1: 13,900 shares 13,900 $932K 0.01% +1,520 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: 15,147 shares; 2024Q4: 15,612 shares; 2025Q1: 2,734 shares; 2025Q2: 2,701 shares; 2025Q3: 3,189 shares; 2025Q4: 3,385 shares; 2026Q1: 4,012 shares 4,012 $931K 0.01% +627 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: 964 shares; 2025Q2: 934 shares; 2025Q3: 1,179 shares; 2025Q4: 1,000 shares; 2026Q1: 2,356 shares 2,356 $929K 0.01% +1,356 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 606 shares; 2025Q1: 761 shares; 2025Q2: 734 shares; 2025Q3: 642 shares; 2025Q4: 1,975 shares; 2026Q1: 2,005 shares 2,005 $929K 0.01% +30 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,137 shares; 2024Q4: 18,829 shares; 2025Q1: 25,899 shares; 2025Q2: 28,422 shares; 2025Q3: 28,648 shares; 2025Q4: 29,542 shares; 2026Q1: 37,738 shares 37,738 $922K 0.01% +8,196 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: 11,052 shares; 2024Q4: 10,457 shares; 2025Q1: 12,104 shares; 2025Q2: 15,184 shares; 2025Q3: 18,576 shares; 2025Q4: 13,156 shares; 2026Q1: 14,199 shares 14,199 $917K 0.01% +1,043 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: 13,954 shares; 2024Q4: 17,420 shares; 2025Q1: 13,207 shares; 2025Q2: 18,318 shares; 2025Q3: 22,963 shares; 2025Q4: 23,312 shares; 2026Q1: 23,493 shares 23,493 $916K 0.01% +181 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 10,349 shares; 2025Q1: 9,982 shares; 2025Q2: 10,471 shares; 2025Q3: 10,257 shares; 2025Q4: 8,877 shares; 2026Q1: 9,369 shares 9,369 $915K 0.01% +492 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: 20,481 shares; 2024Q4: 24,912 shares; 2025Q1: 41,981 shares; 2025Q2: 59,846 shares; 2025Q3: 81,329 shares; 2025Q4: 89,050 shares; 2026Q1: 80,383 shares 80,383 $907K 0.01% -8,667 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 832 shares; 2025Q1: 1,029 shares; 2025Q2: 1,276 shares; 2025Q3: 1,455 shares; 2025Q4: 1,664 shares; 2026Q1: 1,718 shares 1,718 $898K 0.01% +54 Timeline