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COMMERCE BANK

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13F filer, CIK 1009076, KANSAS CITY, MO

COMMERCE BANK reported $20,653,949,912 across 1,310 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 28.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001009076-26-000006

Period
2026-03-31
Reported value
$20.7B
Holdings
1,310
Top 10 weight
28.79%
New
123
Sold out
53

Part of the filer group COMMERCE BANK

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UPSadded+1,716,778$169M
SPYadded+250,856$163M
IVVadded+236,095$154M
AAPLadded+509,288$129M
MSFTadded+232,229$86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JAAAreduced-788,357-$39.7M
PTCreduced-171,218-$24.4M
FCNCAreduced-8,879-$16.7M
TOSTreduced-617,508-$16.4M
Treduced-517,440-$15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001009076-26-000006, largest first. % of portfolio is the value over $20,653,949,912, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989,864 shares; 2024Q4: 3,937,572 shares; 2025Q1: 3,913,849 shares; 2025Q2: 3,901,311 shares; 2025Q3: 3,855,040 shares; 2025Q4: 3,813,198 shares; 2026Q1: 4,322,486 shares 4,322,486$1.1B5.31%+509,288Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033,200 shares; 2024Q4: 4,999,272 shares; 2025Q1: 4,945,648 shares; 2025Q2: 5,032,215 shares; 2025Q3: 4,810,046 shares; 2025Q4: 4,720,931 shares; 2026Q1: 5,144,377 shares 5,144,377$897M4.34%+423,446Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047,347 shares; 2024Q4: 1,996,723 shares; 2025Q1: 1,958,594 shares; 2025Q2: 1,957,427 shares; 2025Q3: 1,939,068 shares; 2025Q4: 1,930,121 shares; 2026Q1: 2,162,350 shares 2,162,350$800M3.88%+232,229Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763,325 shares; 2024Q4: 2,761,974 shares; 2025Q1: 2,767,091 shares; 2025Q2: 2,641,904 shares; 2025Q3: 2,620,506 shares; 2025Q4: 2,608,042 shares; 2026Q1: 2,693,855 shares 2,693,855$775M3.75%+85,813Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280,871 shares; 2024Q4: 2,275,433 shares; 2025Q1: 2,282,106 shares; 2025Q2: 2,297,386 shares; 2025Q3: 2,289,440 shares; 2025Q4: 2,309,676 shares; 2026Q1: 2,614,216 shares 2,614,216$544M2.64%+304,540Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297,328 shares; 2024Q4: 1,291,433 shares; 2025Q1: 1,308,919 shares; 2025Q2: 1,336,216 shares; 2025Q3: 1,251,813 shares; 2025Q4: 1,238,063 shares; 2026Q1: 1,482,845 shares 1,482,845$459M2.22%+244,782Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219,680 shares; 2024Q4: 1,203,140 shares; 2025Q1: 1,198,021 shares; 2025Q2: 1,204,253 shares; 2025Q3: 1,188,697 shares; 2025Q4: 1,182,082 shares; 2026Q1: 1,350,694 shares 1,350,694$397M1.92%+168,612Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960,645 shares; 2024Q4: 4,644,806 shares; 2025Q1: 4,629,792 shares; 2025Q2: 4,679,154 shares; 2025Q3: 5,291,187 shares; 2025Q4: 5,660,823 shares; 2026Q1: 7,010,289 shares 7,010,289$345M1.67%+1,349,466Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,613 shares; 2024Q4: 258,042 shares; 2025Q1: 253,761 shares; 2025Q2: 250,972 shares; 2025Q3: 254,060 shares; 2025Q4: 250,647 shares; 2026Q1: 501,503 shares 501,503$326M1.58%+250,856Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,561 shares; 2024Q4: 226,883 shares; 2025Q1: 239,283 shares; 2025Q2: 224,994 shares; 2025Q3: 223,832 shares; 2025Q4: 232,275 shares; 2026Q1: 468,370 shares 468,370$306M1.48%+236,095Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346,647 shares; 2024Q4: 2,290,432 shares; 2025Q1: 2,215,305 shares; 2025Q2: 2,087,646 shares; 2025Q3: 2,020,035 shares; 2025Q4: 1,984,765 shares; 2026Q1: 1,980,452 shares 1,980,452$289M1.4%-4,313Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506,238 shares; 2024Q4: 1,521,139 shares; 2025Q1: 1,538,474 shares; 2025Q2: 1,541,994 shares; 2025Q3: 1,518,038 shares; 2025Q4: 1,520,027 shares; 2026Q1: 1,669,788 shares 1,669,788$283M1.37%+149,761Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914,385 shares; 2024Q4: 901,258 shares; 2025Q1: 893,836 shares; 2025Q2: 890,558 shares; 2025Q3: 878,855 shares; 2025Q4: 873,935 shares; 2026Q1: 971,935 shares 971,935$238M1.15%+98,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 272,511 shares; 2025Q1: 331,278 shares; 2025Q2: 358,173 shares; 2025Q3: 361,603 shares; 2025Q4: 362,363 shares; 2026Q1: 414,189 shares 414,189$237M1.15%+51,826Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,040 shares; 2024Q4: 622,922 shares; 2025Q1: 621,268 shares; 2025Q2: 519,824 shares; 2025Q3: 514,829 shares; 2025Q4: 512,697 shares; 2026Q1: 787,905 shares 787,905$226M1.09%+275,208Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128,893 shares; 2024Q4: 1,148,566 shares; 2025Q1: 1,187,931 shares; 2025Q2: 1,175,100 shares; 2025Q3: 1,165,878 shares; 2025Q4: 1,159,874 shares; 2026Q1: 1,286,011 shares 1,286,011$212M1.02%+126,137Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,436 shares; 2024Q4: 664,628 shares; 2025Q1: 657,943 shares; 2025Q2: 667,888 shares; 2025Q3: 656,099 shares; 2025Q4: 652,962 shares; 2026Q1: 695,201 shares 695,201$210M1.02%+42,239Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428,874 shares; 2024Q4: 1,359,271 shares; 2025Q1: 1,359,698 shares; 2025Q2: 1,343,269 shares; 2025Q3: 1,335,590 shares; 2025Q4: 1,328,284 shares; 2026Q1: 1,451,144 shares 1,451,144$210M1.01%+122,860Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857,652 shares; 2024Q4: 1,808,625 shares; 2025Q1: 1,773,862 shares; 2025Q2: 1,722,755 shares; 2025Q3: 1,662,368 shares; 2025Q4: 1,660,417 shares; 2026Q1: 1,617,898 shares 1,617,898$207M1%-42,519Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,482 shares; 2024Q4: 442,364 shares; 2025Q1: 452,214 shares; 2025Q2: 456,075 shares; 2025Q3: 462,049 shares; 2025Q4: 453,533 shares; 2026Q1: 464,576 shares 464,576$198M0.96%+11,043Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,698 shares; 2024Q4: 144,456 shares; 2025Q1: 130,885 shares; 2025Q2: 129,015 shares; 2025Q3: 121,852 shares; 2025Q4: 211,002 shares; 2026Q1: 259,482 shares 259,482$184M0.89%+48,480Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,977 shares; 2024Q4: 164,214 shares; 2025Q1: 176,376 shares; 2025Q2: 181,793 shares; 2025Q3: 174,257 shares; 2025Q4: 175,563 shares; 2026Q1: 191,230 shares 191,230$176M0.85%+15,667Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,205 shares; 2024Q4: 33,233 shares; 2025Q1: 35,452 shares; 2025Q2: 30,671 shares; 2025Q3: 28,957 shares; 2025Q4: 26,122 shares; 2026Q1: 1,742,900 shares 1,742,900$171M0.83%+1,716,778Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,945 shares; 2024Q4: 482,819 shares; 2025Q1: 475,882 shares; 2025Q2: 467,128 shares; 2025Q3: 460,024 shares; 2025Q4: 452,553 shares; 2026Q1: 681,630 shares 681,630$169M0.82%+229,077Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,356 shares; 2024Q4: 496,974 shares; 2025Q1: 493,664 shares; 2025Q2: 496,268 shares; 2025Q3: 495,521 shares; 2025Q4: 491,495 shares; 2026Q1: 520,571 shares 520,571$162M0.78%+29,076Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934,302 shares; 2024Q4: 1,080,173 shares; 2025Q1: 1,074,083 shares; 2025Q2: 1,066,335 shares; 2025Q3: 1,053,184 shares; 2025Q4: 1,088,783 shares; 2026Q1: 1,240,877 shares 1,240,877$154M0.75%+152,094Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763,394 shares; 2024Q4: 750,734 shares; 2025Q1: 750,163 shares; 2025Q2: 757,671 shares; 2025Q3: 717,126 shares; 2025Q4: 725,356 shares; 2026Q1: 706,802 shares 706,802$151M0.73%-18,554Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743,366 shares; 2024Q4: 626,331 shares; 2025Q1: 599,700 shares; 2025Q2: 559,240 shares; 2025Q3: 586,926 shares; 2025Q4: 825,694 shares; 2026Q1: 881,632 shares 881,632$149M0.72%+55,938Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566,542 shares; 2024Q4: 1,544,150 shares; 2025Q1: 1,523,372 shares; 2025Q2: 1,530,740 shares; 2025Q3: 1,498,045 shares; 2025Q4: 1,483,919 shares; 2026Q1: 1,477,948 shares 1,477,948$144M0.7%-5,971Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353,627 shares; 2024Q4: 1,150,944 shares; 2025Q1: 791,269 shares; 2025Q2: 730,936 shares; 2025Q3: 718,072 shares; 2025Q4: 932,790 shares; 2026Q1: 1,188,031 shares 1,188,031$143M0.69%+255,241Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,834 shares; 2024Q4: 848,734 shares; 2025Q1: 855,665 shares; 2025Q2: 859,633 shares; 2025Q3: 1,081,707 shares; 2025Q4: 1,159,809 shares; 2026Q1: 1,510,854 shares 1,510,854$140M0.68%+351,045Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,951 shares; 2024Q4: 227,805 shares; 2025Q1: 230,409 shares; 2025Q2: 245,937 shares; 2025Q3: 249,466 shares; 2025Q4: 242,484 shares; 2026Q1: 281,077 shares 281,077$135M0.65%+38,593Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834,042 shares; 2024Q4: 835,301 shares; 2025Q1: 841,945 shares; 2025Q2: 1,114,229 shares; 2025Q3: 1,114,929 shares; 2025Q4: 1,112,915 shares; 2026Q1: 1,107,218 shares 1,107,218$131M0.63%-5,697Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,601 shares; 2024Q4: 217,302 shares; 2025Q1: 213,750 shares; 2025Q2: 202,754 shares; 2025Q3: 200,070 shares; 2025Q4: 232,318 shares; 2026Q1: 263,371 shares 263,371$129M0.63%+31,053Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,106 shares; 2024Q4: 141,068 shares; 2025Q1: 142,476 shares; 2025Q2: 145,363 shares; 2025Q3: 146,001 shares; 2025Q4: 144,903 shares; 2026Q1: 144,109 shares 144,109$129M0.62%-794Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,946 shares; 2024Q4: 498,156 shares; 2025Q1: 498,899 shares; 2025Q2: 497,676 shares; 2025Q3: 492,286 shares; 2025Q4: 491,125 shares; 2026Q1: 536,943 shares 536,943$127M0.61%+45,818Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,589 shares; 2024Q4: 562,283 shares; 2025Q1: 546,772 shares; 2025Q2: 534,295 shares; 2025Q3: 515,136 shares; 2025Q4: 506,398 shares; 2026Q1: 648,741 shares 648,741$125M0.61%+142,343Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,906 shares; 2024Q4: 647,430 shares; 2025Q1: 620,644 shares; 2025Q2: 556,166 shares; 2025Q3: 567,010 shares; 2025Q4: 552,246 shares; 2026Q1: 603,977 shares 603,977$125M0.61%+51,731Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,592 shares; 2024Q4: 483,770 shares; 2025Q1: 484,965 shares; 2025Q2: 479,585 shares; 2025Q3: 476,677 shares; 2025Q4: 476,530 shares; 2026Q1: 514,801 shares 514,801$125M0.6%+38,271Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,781 shares; 2024Q4: 139,653 shares; 2025Q1: 137,691 shares; 2025Q2: 139,309 shares; 2025Q3: 139,802 shares; 2025Q4: 138,527 shares; 2026Q1: 139,447 shares 139,447$121M0.58%+920Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,696 shares; 2024Q4: 92,935 shares; 2025Q1: 150,724 shares; 2025Q2: 155,213 shares; 2025Q3: 158,268 shares; 2025Q4: 159,232 shares; 2026Q1: 175,672 shares 175,672$120M0.58%+16,440Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525,661 shares; 2024Q4: 525,813 shares; 2025Q1: 511,260 shares; 2025Q2: 498,644 shares; 2025Q3: 485,917 shares; 2025Q4: 464,407 shares; 2026Q1: 545,072 shares 545,072$119M0.57%+80,665Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,697 shares; 2024Q4: 112,685 shares; 2025Q1: 111,344 shares; 2025Q2: 111,001 shares; 2025Q3: 111,059 shares; 2025Q4: 111,935 shares; 2026Q1: 116,977 shares 116,977$117M0.56%+5,042Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,452 shares; 2024Q4: 129,699 shares; 2025Q1: 133,490 shares; 2025Q2: 107,043 shares; 2025Q3: 107,185 shares; 2025Q4: 113,199 shares; 2026Q1: 185,617 shares 185,617$111M0.54%+72,418Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247,708 shares; 2024Q4: 1,244,687 shares; 2025Q1: 1,262,702 shares; 2025Q2: 1,234,193 shares; 2025Q3: 1,254,635 shares; 2025Q4: 1,319,691 shares; 2026Q1: 1,644,980 shares 1,644,980$105M0.51%+325,289Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943,342 shares; 2024Q4: 924,687 shares; 2025Q1: 919,434 shares; 2025Q2: 859,240 shares; 2025Q3: 704,657 shares; 2025Q4: 654,470 shares; 2026Q1: 676,923 shares 676,923$105M0.51%+22,453Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,224 shares; 2024Q4: 955,524 shares; 2025Q1: 826,214 shares; 2025Q2: 800,160 shares; 2025Q3: 791,421 shares; 2025Q4: 1,566,292 shares; 2026Q1: 2,036,640 shares 2,036,640$102M0.49%+470,348Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,599 shares; 2024Q4: 227,079 shares; 2025Q1: 228,053 shares; 2025Q2: 221,011 shares; 2025Q3: 217,739 shares; 2025Q4: 218,093 shares; 2026Q1: 305,580 shares 305,580$101M0.49%+87,487Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,530 shares; 2024Q4: 176,013 shares; 2025Q1: 158,919 shares; 2025Q2: 153,275 shares; 2025Q3: 145,040 shares; 2025Q4: 146,020 shares; 2026Q1: 164,409 shares 164,409$99.4M0.48%+18,389Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,194 shares; 2024Q4: 639,466 shares; 2025Q1: 528,163 shares; 2025Q2: 529,055 shares; 2025Q3: 515,672 shares; 2025Q4: 492,085 shares; 2026Q1: 471,246 shares 471,246$99M0.48%-20,839Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981,530 shares; 2025Q2: 4,992,290 shares; 2025Q3: 4,994,115 shares; 2025Q4: 4,992,394 shares; 2026Q1: 5,028,697 shares 5,028,697$97.1M0.47%+36,303Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,884 shares; 2024Q4: 184,365 shares; 2025Q1: 178,252 shares; 2025Q2: 309,285 shares; 2025Q3: 322,873 shares; 2025Q4: 324,105 shares; 2026Q1: 424,999 shares 424,999$96.1M0.47%+100,894Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,682 shares; 2024Q4: 203,869 shares; 2025Q1: 203,354 shares; 2025Q2: 201,718 shares; 2025Q3: 197,007 shares; 2025Q4: 197,238 shares; 2026Q1: 263,864 shares 263,864$94.1M0.46%+66,626Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 46,759 shares; 2025Q1: 48,384 shares; 2025Q2: 300,964 shares; 2025Q3: 429,892 shares; 2025Q4: 492,848 shares; 2026Q1: 585,099 shares 585,099$93.8M0.45%+92,251Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,828 shares; 2024Q4: 477,927 shares; 2025Q1: 496,890 shares; 2025Q2: 646,119 shares; 2025Q3: 658,827 shares; 2025Q4: 688,893 shares; 2026Q1: 715,376 shares 715,376$93.8M0.45%+26,483Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,263 shares; 2024Q4: 365,111 shares; 2025Q1: 360,210 shares; 2025Q2: 248,491 shares; 2025Q3: 235,461 shares; 2025Q4: 223,709 shares; 2026Q1: 259,907 shares 259,907$91.4M0.44%+36,198Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,904 shares; 2024Q4: 197,493 shares; 2025Q1: 203,097 shares; 2025Q2: 237,791 shares; 2025Q3: 224,315 shares; 2025Q4: 223,742 shares; 2026Q1: 284,975 shares 284,975$91.4M0.44%+61,233Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,109 shares; 2024Q4: 192,811 shares; 2025Q1: 205,336 shares; 2025Q2: 200,608 shares; 2025Q3: 202,674 shares; 2025Q4: 200,667 shares; 2026Q1: 202,837 shares 202,837$88M0.43%+2,170Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,430 shares; 2024Q4: 123,150 shares; 2025Q1: 121,924 shares; 2025Q2: 124,698 shares; 2025Q3: 124,877 shares; 2025Q4: 124,641 shares; 2026Q1: 174,961 shares 174,961$87.4M0.42%+50,320Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,872 shares; 2024Q4: 26,690 shares; 2025Q1: 26,289 shares; 2025Q2: 26,454 shares; 2025Q3: 26,513 shares; 2025Q4: 26,616 shares; 2026Q1: 141,154 shares 141,154$87.1M0.42%+114,538Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,140 shares; 2024Q4: 378,860 shares; 2025Q1: 370,007 shares; 2025Q2: 364,489 shares; 2025Q3: 370,262 shares; 2025Q4: 362,976 shares; 2026Q1: 896,196 shares 896,196$87M0.42%+533,220Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,318 shares; 2024Q4: 406,075 shares; 2025Q1: 381,872 shares; 2025Q2: 369,878 shares; 2025Q3: 373,143 shares; 2025Q4: 375,567 shares; 2026Q1: 414,423 shares 414,423$86.6M0.42%+38,856Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,432 shares; 2024Q4: 236,084 shares; 2025Q1: 232,064 shares; 2025Q2: 239,083 shares; 2025Q3: 226,340 shares; 2025Q4: 258,330 shares; 2026Q1: 265,635 shares 265,635$83.4M0.4%+7,305Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,025 shares; 2024Q4: 339,525 shares; 2025Q1: 353,354 shares; 2025Q2: 386,358 shares; 2025Q3: 391,868 shares; 2025Q4: 395,264 shares; 2026Q1: 424,153 shares 424,153$77.4M0.37%+28,889Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,922 shares; 2024Q4: 669,938 shares; 2025Q1: 651,367 shares; 2025Q2: 517,852 shares; 2025Q3: 517,798 shares; 2025Q4: 495,948 shares; 2026Q1: 569,211 shares 569,211$74.6M0.36%+73,263Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 718,737 shares; 2025Q2: 757,842 shares; 2025Q3: 760,635 shares; 2025Q4: 763,928 shares; 2026Q1: 761,815 shares 761,815$70.2M0.34%-2,113Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790,611 shares; 2024Q4: 749,260 shares; 2025Q1: 728,072 shares; 2025Q2: 692,741 shares; 2025Q3: 694,081 shares; 2025Q4: 677,175 shares; 2026Q1: 898,556 shares 898,556$69.7M0.34%+221,381Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,161 shares; 2025Q1: 49,325 shares; 2025Q2: 59,223 shares; 2025Q3: 61,423 shares; 2025Q4: 655,505 shares; 2026Q1: 724,884 shares 724,884$69.7M0.34%+69,379Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986,491 shares; 2024Q4: 976,272 shares; 2025Q1: 974,312 shares; 2025Q2: 1,002,663 shares; 2025Q3: 917,414 shares; 2025Q4: 1,045,222 shares; 2026Q1: 958,868 shares 958,868$69M0.33%-86,354Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,319 shares; 2024Q4: 206,037 shares; 2025Q1: 201,392 shares; 2025Q2: 193,001 shares; 2025Q3: 188,916 shares; 2025Q4: 186,945 shares; 2026Q1: 188,827 shares 188,827$67.5M0.33%+1,882Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,526 shares; 2024Q4: 216,252 shares; 2025Q1: 214,467 shares; 2025Q2: 205,664 shares; 2025Q3: 395,176 shares; 2025Q4: 624,051 shares; 2026Q1: 681,453 shares 681,453$65.7M0.32%+57,402Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,523 shares; 2024Q4: 183,427 shares; 2025Q1: 186,249 shares; 2025Q2: 193,554 shares; 2025Q3: 193,919 shares; 2025Q4: 193,624 shares; 2026Q1: 196,757 shares 196,757$64.7M0.31%+3,133Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,720 shares; 2024Q4: 111,638 shares; 2025Q1: 110,132 shares; 2025Q2: 108,391 shares; 2025Q3: 106,715 shares; 2025Q4: 106,042 shares; 2026Q1: 154,840 shares 154,840$64.5M0.31%+48,798Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 13,544 shares; 2025Q1: 14,289 shares; 2025Q2: 14,835 shares; 2025Q3: 14,863 shares; 2025Q4: 14,612 shares; 2026Q1: 15,242 shares 15,242$64.2M0.31%+630Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,663 shares; 2024Q4: 258,029 shares; 2025Q1: 254,656 shares; 2025Q2: 255,501 shares; 2025Q3: 256,226 shares; 2025Q4: 253,404 shares; 2026Q1: 273,270 shares 273,270$62.8M0.3%+19,866Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,130 shares; 2024Q4: 121,493 shares; 2025Q1: 118,823 shares; 2025Q2: 117,110 shares; 2025Q3: 109,739 shares; 2025Q4: 108,985 shares; 2026Q1: 110,980 shares 110,980$62.5M0.3%+1,995Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,261 shares; 2024Q4: 1,009,424 shares; 2025Q1: 1,008,851 shares; 2025Q2: 1,012,014 shares; 2025Q3: 1,052,142 shares; 2025Q4: 1,093,948 shares; 2026Q1: 1,145,122 shares 1,145,122$61.9M0.3%+51,174Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,108 shares; 2024Q4: 392,017 shares; 2025Q1: 404,450 shares; 2025Q2: 370,830 shares; 2025Q3: 370,498 shares; 2025Q4: 347,165 shares; 2026Q1: 420,626 shares 420,626$61.9M0.3%+73,461Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,226 shares; 2024Q4: 357,808 shares; 2025Q1: 343,112 shares; 2025Q2: 350,045 shares; 2025Q3: 336,913 shares; 2025Q4: 328,019 shares; 2026Q1: 321,635 shares 321,635$61M0.3%-6,384Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,796 shares; 2024Q4: 44,847 shares; 2025Q1: 48,127 shares; 2025Q2: 50,279 shares; 2025Q3: 52,714 shares; 2025Q4: 53,925 shares; 2026Q1: 103,986 shares 103,986$60M0.29%+50,061Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,435 shares; 2024Q4: 192,146 shares; 2025Q1: 389,791 shares; 2025Q2: 420,342 shares; 2025Q3: 426,713 shares; 2025Q4: 430,501 shares; 2026Q1: 437,674 shares 437,674$59.3M0.29%+7,173Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,136 shares; 2024Q4: 487,656 shares; 2025Q1: 465,233 shares; 2025Q2: 455,221 shares; 2025Q3: 457,845 shares; 2025Q4: 308,703 shares; 2026Q1: 295,931 shares 295,931$57.5M0.28%-12,772Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,795 shares; 2024Q4: 1,099,137 shares; 2025Q1: 1,124,755 shares; 2025Q2: 1,017,137 shares; 2025Q3: 1,090,588 shares; 2025Q4: 1,071,322 shares; 2026Q1: 1,167,561 shares 1,167,561$56.9M0.28%+96,239Timeline
IWLISHARES TRQuarterly 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: 173,607 shares; 2026Q1: 353,487 shares 353,487$56.7M0.27%+179,880Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,264 shares; 2024Q4: 546,028 shares; 2025Q1: 559,232 shares; 2025Q2: 562,564 shares; 2025Q3: 576,746 shares; 2025Q4: 618,689 shares; 2026Q1: 784,033 shares 784,033$54.7M0.26%+165,344Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,418 shares; 2024Q4: 156,442 shares; 2025Q1: 156,954 shares; 2025Q2: 155,224 shares; 2025Q3: 156,073 shares; 2025Q4: 156,641 shares; 2026Q1: 368,959 shares 368,959$54.6M0.26%+212,318Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,016 shares; 2025Q1: 1,248,536 shares; 2025Q2: 1,584,040 shares; 2025Q3: 1,652,216 shares; 2025Q4: 1,868,306 shares; 2026Q1: 1,079,949 shares 1,079,949$54.4M0.26%-788,357Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,468 shares; 2024Q4: 158,258 shares; 2025Q1: 164,884 shares; 2025Q2: 164,459 shares; 2025Q3: 179,034 shares; 2025Q4: 144,869 shares; 2026Q1: 145,398 shares 145,398$53.9M0.26%+529Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,189 shares; 2024Q4: 39,868 shares; 2025Q1: 39,432 shares; 2025Q2: 39,162 shares; 2025Q3: 39,427 shares; 2025Q4: 39,273 shares; 2026Q1: 63,105 shares 63,105$53.4M0.26%+23,832Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,714 shares; 2024Q4: 171,912 shares; 2025Q1: 175,484 shares; 2025Q2: 169,978 shares; 2025Q3: 161,746 shares; 2025Q4: 219,158 shares; 2026Q1: 773,121 shares 773,121$52.2M0.25%+553,963Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,940 shares; 2024Q4: 110,113 shares; 2025Q1: 136,824 shares; 2025Q2: 141,829 shares; 2025Q3: 141,369 shares; 2025Q4: 129,217 shares; 2026Q1: 322,797 shares 322,797$51.6M0.25%+193,580Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,149 shares; 2024Q4: 176,730 shares; 2025Q1: 179,782 shares; 2025Q2: 184,475 shares; 2025Q3: 183,913 shares; 2025Q4: 357,260 shares; 2026Q1: 384,255 shares 384,255$51.1M0.25%+26,995Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 11,510 shares; 2025Q1: 12,300 shares; 2025Q2: 10,423 shares; 2025Q3: 10,510 shares; 2025Q4: 11,003 shares; 2026Q1: 57,832 shares 57,832$50.5M0.24%+46,829Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,039 shares; 2024Q4: 128,069 shares; 2025Q1: 128,445 shares; 2025Q2: 137,357 shares; 2025Q3: 132,213 shares; 2025Q4: 132,811 shares; 2026Q1: 134,952 shares 134,952$50.2M0.24%+2,141Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,765 shares; 2024Q4: 486,154 shares; 2025Q1: 482,384 shares; 2025Q2: 476,854 shares; 2025Q3: 470,273 shares; 2025Q4: 465,319 shares; 2026Q1: 658,359 shares 658,359$50.1M0.24%+193,040Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,064 shares; 2024Q4: 251,106 shares; 2025Q1: 282,368 shares; 2025Q2: 365,626 shares; 2025Q3: 379,853 shares; 2025Q4: 441,216 shares; 2026Q1: 531,120 shares 531,120$48.1M0.23%+89,904Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,412 shares; 2025Q1: 33,030 shares; 2025Q2: 31,576 shares; 2025Q3: 32,029 shares; 2025Q4: 31,628 shares; 2026Q1: 49,675 shares 49,675$47.8M0.23%+18,047Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092,752 shares; 2024Q4: 1,632,160 shares; 2025Q1: 1,645,384 shares; 2025Q2: 1,606,977 shares; 2025Q3: 1,566,593 shares; 2025Q4: 1,519,380 shares; 2026Q1: 1,678,280 shares 1,678,280$47.1M0.23%+158,900Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,583 shares; 2024Q4: 428,587 shares; 2025Q1: 414,823 shares; 2025Q2: 405,919 shares; 2025Q3: 408,496 shares; 2025Q4: 406,456 shares; 2026Q1: 458,262 shares 458,262$47M0.23%+51,806Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,322 shares; 2024Q4: 77,418 shares; 2025Q1: 76,931 shares; 2025Q2: 77,792 shares; 2025Q3: 75,983 shares; 2025Q4: 82,093 shares; 2026Q1: 103,629 shares 103,629$44.6M0.22%+21,536Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,562 shares; 2025Q1: 434,775 shares; 2025Q2: 469,322 shares; 2025Q3: 629,735 shares; 2025Q4: 645,081 shares; 2026Q1: 658,477 shares 658,477$44.5M0.22%+13,396Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,881 shares; 2024Q4: 162,900 shares; 2025Q1: 152,521 shares; 2025Q2: 144,358 shares; 2025Q3: 143,060 shares; 2025Q4: 149,395 shares; 2026Q1: 147,986 shares 147,986$43.7M0.21%-1,409Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,217 shares; 2024Q4: 258,719 shares; 2025Q1: 251,846 shares; 2025Q2: 233,794 shares; 2025Q3: 233,041 shares; 2025Q4: 232,770 shares; 2026Q1: 331,827 shares 331,827$43.4M0.21%+99,057Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,285 shares; 2024Q4: 291,319 shares; 2025Q1: 287,913 shares; 2025Q2: 284,971 shares; 2025Q3: 283,675 shares; 2025Q4: 275,567 shares; 2026Q1: 280,769 shares 280,769$42.5M0.21%+5,202Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,081 shares; 2024Q4: 562,814 shares; 2025Q1: 560,665 shares; 2025Q2: 560,263 shares; 2025Q3: 563,196 shares; 2025Q4: 566,444 shares; 2026Q1: 616,104 shares 616,104$40.7M0.2%+49,660Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,700 shares; 2024Q4: 127,976 shares; 2025Q1: 128,254 shares; 2025Q2: 132,148 shares; 2025Q3: 128,415 shares; 2025Q4: 125,657 shares; 2026Q1: 134,141 shares 134,141$40.6M0.2%+8,484Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,283 shares; 2024Q4: 360,850 shares; 2025Q1: 227,076 shares; 2025Q2: 193,882 shares; 2025Q3: 190,218 shares; 2025Q4: 184,550 shares; 2026Q1: 211,207 shares 211,207$40M0.19%+26,657Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926,726 shares; 2024Q4: 944,548 shares; 2025Q1: 898,262 shares; 2025Q2: 724,377 shares; 2025Q3: 428,021 shares; 2025Q4: 343,136 shares; 2026Q1: 273,736 shares 273,736$40M0.19%-69,400Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,908 shares; 2024Q4: 375,697 shares; 2025Q1: 391,749 shares; 2025Q2: 407,454 shares; 2025Q3: 388,573 shares; 2025Q4: 359,438 shares; 2026Q1: 359,470 shares 359,470$39.4M0.19%+32Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 20,096 shares; 2025Q1: 20,221 shares; 2025Q2: 19,580 shares; 2025Q3: 20,491 shares; 2025Q4: 21,598 shares; 2026Q1: 78,463 shares 78,463$38.9M0.19%+56,865Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,900 shares; 2024Q4: 194,118 shares; 2025Q1: 191,186 shares; 2025Q2: 190,912 shares; 2025Q3: 192,608 shares; 2025Q4: 192,860 shares; 2026Q1: 233,310 shares 233,310$38.6M0.19%+40,450Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 8,028 shares; 2025Q1: 17,735 shares; 2025Q2: 34,890 shares; 2025Q3: 33,188 shares; 2025Q4: 34,018 shares; 2026Q1: 196,416 shares 196,416$37.7M0.18%+162,398Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,194 shares; 2024Q4: 394,777 shares; 2025Q1: 365,924 shares; 2025Q2: 366,247 shares; 2025Q3: 368,368 shares; 2025Q4: 373,334 shares; 2026Q1: 391,601 shares 391,601$37.6M0.18%+18,267Timeline
RRXREGAL REXNORD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,901 shares; 2024Q4: 420,892 shares; 2025Q1: 405,238 shares; 2025Q2: 394,323 shares; 2025Q3: 411,926 shares; 2025Q4: 220,509 shares; 2026Q1: 194,554 shares 194,554$36.4M0.18%-25,955Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,424 shares; 2024Q4: 204,012 shares; 2025Q1: 206,569 shares; 2025Q2: 209,872 shares; 2025Q3: 138,481 shares; 2025Q4: 116,514 shares; 2026Q1: 111,496 shares 111,496$36.3M0.18%-5,018Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 50 shares 50$35.9M0.17%+35Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,982 shares; 2024Q4: 157,037 shares; 2025Q1: 153,602 shares; 2025Q2: 152,881 shares; 2025Q3: 136,908 shares; 2025Q4: 136,977 shares; 2026Q1: 146,142 shares 146,142$35.4M0.17%+9,165Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 57,302 shares; 2025Q1: 56,745 shares; 2025Q2: 57,017 shares; 2025Q3: 56,933 shares; 2025Q4: 60,632 shares; 2026Q1: 79,085 shares 79,085$34.5M0.17%+18,453Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 13,127 shares; 2025Q1: 13,823 shares; 2025Q2: 10,368 shares; 2025Q3: 11,375 shares; 2025Q4: 8,973 shares; 2026Q1: 62,400 shares 62,400$34.3M0.17%+53,427Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 698,092 shares; 2025Q2: 870,747 shares; 2025Q3: 877,255 shares; 2025Q4: 882,508 shares; 2026Q1: 901,591 shares 901,591$34.1M0.17%+19,083Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,906 shares; 2024Q4: 205,068 shares; 2025Q1: 200,850 shares; 2025Q2: 196,625 shares; 2025Q3: 219,920 shares; 2025Q4: 280,900 shares; 2026Q1: 426,158 shares 426,158$33.9M0.16%+145,258Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,199 shares; 2024Q4: 151,660 shares; 2025Q1: 150,493 shares; 2025Q2: 139,167 shares; 2025Q3: 134,215 shares; 2025Q4: 129,221 shares; 2026Q1: 130,322 shares 130,322$33.9M0.16%+1,101Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,092 shares; 2024Q4: 9,196 shares; 2025Q1: 7,602 shares; 2025Q2: 13,822 shares; 2025Q3: 13,849 shares; 2025Q4: 182,403 shares; 2026Q1: 233,293 shares 233,293$32.9M0.16%+50,890Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,925 shares; 2024Q4: 342,393 shares; 2025Q1: 344,520 shares; 2025Q2: 321,721 shares; 2025Q3: 296,651 shares; 2025Q4: 292,415 shares; 2026Q1: 307,511 shares 307,511$32.6M0.16%+15,096Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,099 shares; 2024Q4: 120,415 shares; 2025Q1: 124,317 shares; 2025Q2: 94,590 shares; 2025Q3: 77,130 shares; 2025Q4: 68,837 shares; 2026Q1: 119,986 shares 119,986$32.5M0.16%+51,149Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,898 shares; 2024Q4: 351,668 shares; 2025Q1: 339,010 shares; 2025Q2: 340,562 shares; 2025Q3: 369,965 shares; 2025Q4: 384,164 shares; 2026Q1: 394,142 shares 394,142$32.4M0.16%+9,978Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720,902 shares; 2024Q4: 1,695,017 shares; 2025Q1: 704,567 shares; 2025Q2: 642,069 shares; 2025Q3: 610,828 shares; 2025Q4: 542,674 shares; 2026Q1: 549,523 shares 549,523$31.7M0.15%+6,849Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,915 shares; 2024Q4: 109,372 shares; 2025Q1: 110,323 shares; 2025Q2: 111,576 shares; 2025Q3: 103,989 shares; 2025Q4: 418,339 shares; 2026Q1: 300,777 shares 300,777$31.4M0.15%-117,562Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,829 shares; 2024Q4: 86,701 shares; 2025Q1: 82,621 shares; 2025Q2: 80,613 shares; 2025Q3: 78,783 shares; 2025Q4: 79,576 shares; 2026Q1: 105,271 shares 105,271$29.7M0.14%+25,695Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,927 shares; 2024Q4: 446,071 shares; 2025Q1: 1,640,637 shares; 2025Q2: 2,346,461 shares; 2025Q3: 2,464,581 shares; 2025Q4: 1,540,253 shares; 2026Q1: 1,022,813 shares 1,022,813$29.7M0.14%-517,440Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,763 shares; 2024Q4: 49,353 shares; 2025Q1: 52,811 shares; 2025Q2: 49,716 shares; 2025Q3: 50,610 shares; 2025Q4: 51,470 shares; 2026Q1: 102,545 shares 102,545$29.1M0.14%+51,075Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,206 shares; 2024Q4: 51,719 shares; 2025Q1: 54,723 shares; 2025Q2: 51,743 shares; 2025Q3: 51,868 shares; 2025Q4: 65,813 shares; 2026Q1: 233,862 shares 233,862$29.1M0.14%+168,049Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,111 shares; 2024Q4: 197,387 shares; 2025Q1: 195,052 shares; 2025Q2: 195,063 shares; 2025Q3: 194,346 shares; 2025Q4: 194,234 shares; 2026Q1: 502,152 shares 502,152$28.5M0.14%+307,918Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699,952 shares; 2024Q4: 661,907 shares; 2025Q1: 612,984 shares; 2025Q2: 565,052 shares; 2025Q3: 576,563 shares; 2025Q4: 563,191 shares; 2026Q1: 566,901 shares 566,901$28.5M0.14%+3,710Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,137 shares; 2024Q4: 29,140 shares; 2025Q1: 28,588 shares; 2025Q2: 41,374 shares; 2025Q3: 42,847 shares; 2025Q4: 37,097 shares; 2026Q1: 131,156 shares 131,156$27.7M0.13%+94,059Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 25,652 shares; 2025Q1: 23,659 shares; 2025Q2: 9,372 shares; 2025Q3: 10,093 shares; 2025Q4: 47,222 shares; 2026Q1: 67,946 shares 67,946$27M0.13%+20,724Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,790 shares; 2024Q4: 189,838 shares; 2025Q1: 182,961 shares; 2025Q2: 187,832 shares; 2025Q3: 93,526 shares; 2025Q4: 56,709 shares; 2026Q1: 91,457 shares 91,457$26.8M0.13%+34,748Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,106 shares; 2024Q4: 171,496 shares; 2025Q1: 166,928 shares; 2025Q2: 157,480 shares; 2025Q3: 152,572 shares; 2025Q4: 147,081 shares; 2026Q1: 146,065 shares 146,065$26.5M0.13%-1,016Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,790 shares; 2024Q4: 21,811 shares; 2025Q1: 20,256 shares; 2025Q2: 301,358 shares; 2025Q3: 289,220 shares; 2025Q4: 282,917 shares; 2026Q1: 282,017 shares 282,017$26M0.13%-900Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,985 shares; 2024Q4: 215,974 shares; 2025Q1: 245,494 shares; 2025Q2: 250,964 shares; 2025Q3: 293,635 shares; 2025Q4: 289,407 shares; 2026Q1: 275,471 shares 275,471$25.8M0.13%-13,936Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 832,497 shares; 2025Q2: 850,464 shares; 2025Q3: 969,957 shares; 2025Q4: 819,388 shares; 2026Q1: 844,875 shares 844,875$25.6M0.12%+25,487Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,767 shares; 2024Q4: 152,155 shares; 2025Q1: 150,381 shares; 2025Q2: 141,159 shares; 2025Q3: 124,742 shares; 2025Q4: 116,490 shares; 2026Q1: 110,334 shares 110,334$25.6M0.12%-6,156Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,337 shares; 2024Q4: 325,551 shares; 2025Q1: 316,663 shares; 2025Q2: 312,061 shares; 2025Q3: 312,420 shares; 2025Q4: 311,351 shares; 2026Q1: 298,344 shares 298,344$25.3M0.12%-13,007Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 7,896 shares; 2025Q1: 7,894 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 7,735 shares; 2026Q1: 7,431 shares 7,431$25.1M0.12%-304Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770,056 shares; 2025Q3: 762,227 shares; 2025Q4: 748,950 shares; 2026Q1: 703,352 shares 703,352$25M0.12%-45,598Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,279 shares; 2024Q4: 146,545 shares; 2025Q1: 120,434 shares; 2025Q2: 108,300 shares; 2025Q3: 111,165 shares; 2025Q4: 113,991 shares; 2026Q1: 191,981 shares 191,981$24.7M0.12%+77,990Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,902 shares; 2024Q4: 163,743 shares; 2025Q1: 169,273 shares; 2025Q2: 171,989 shares; 2025Q3: 172,050 shares; 2025Q4: 170,899 shares; 2026Q1: 279,622 shares 279,622$24.7M0.12%+108,723Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,244 shares; 2024Q4: 221,135 shares; 2025Q1: 218,796 shares; 2025Q2: 200,205 shares; 2025Q3: 196,865 shares; 2025Q4: 193,965 shares; 2026Q1: 216,558 shares 216,558$24.6M0.12%+22,593Timeline
EAGL2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,230 shares; 2024Q4: 783,230 shares; 2025Q1: 783,230 shares; 2025Q2: 783,230 shares; 2025Q3: 783,230 shares; 2025Q4: 783,230 shares; 2026Q1: 806,994 shares 806,994$24.5M0.12%+23,764Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,024 shares; 2024Q4: 63,178 shares; 2025Q1: 63,953 shares; 2025Q2: 59,714 shares; 2025Q3: 70,274 shares; 2025Q4: 65,043 shares; 2026Q1: 69,400 shares 69,400$23.8M0.12%+4,357Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610,228 shares; 2024Q4: 530,704 shares; 2025Q1: 571,751 shares; 2025Q2: 246,252 shares; 2025Q3: 218,922 shares; 2025Q4: 185,550 shares; 2026Q1: 178,826 shares 178,826$23.6M0.11%-6,724Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,571 shares; 2024Q4: 52,739 shares; 2025Q1: 51,938 shares; 2025Q2: 52,062 shares; 2025Q3: 52,436 shares; 2025Q4: 52,998 shares; 2026Q1: 68,841 shares 68,841$23.3M0.11%+15,843Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,565 shares; 2024Q4: 222,315 shares; 2025Q1: 230,854 shares; 2025Q2: 239,982 shares; 2025Q3: 240,233 shares; 2025Q4: 158,626 shares; 2026Q1: 106,201 shares 106,201$23.3M0.11%-52,425Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,741 shares; 2024Q4: 125,379 shares; 2025Q1: 123,938 shares; 2025Q2: 104,130 shares; 2025Q3: 105,767 shares; 2025Q4: 104,809 shares; 2026Q1: 113,756 shares 113,756$23.1M0.11%+8,947Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,760 shares; 2024Q4: 39,217 shares; 2025Q1: 45,980 shares; 2025Q2: 48,305 shares; 2025Q3: 50,238 shares; 2025Q4: 49,315 shares; 2026Q1: 80,403 shares 80,403$23.1M0.11%+31,088Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,260 shares; 2024Q4: 291,437 shares; 2025Q1: 320,156 shares; 2025Q2: 325,482 shares; 2025Q3: 332,091 shares; 2025Q4: 316,515 shares; 2026Q1: 197,584 shares 197,584$22.7M0.11%-118,931Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,021 shares; 2024Q4: 112,674 shares; 2025Q1: 111,080 shares; 2025Q2: 111,205 shares; 2025Q3: 110,521 shares; 2025Q4: 110,534 shares; 2026Q1: 109,881 shares 109,881$22.3M0.11%-653Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,392 shares; 2024Q4: 92,048 shares; 2025Q1: 90,513 shares; 2025Q2: 89,262 shares; 2025Q3: 72,225 shares; 2025Q4: 69,900 shares; 2026Q1: 55,804 shares 55,804$21.8M0.11%-14,096Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803,186 shares; 2024Q4: 2,549,661 shares; 2025Q1: 1,403,521 shares; 2025Q2: 1,176,832 shares; 2025Q3: 1,078,377 shares; 2025Q4: 1,372,690 shares; 2026Q1: 947,519 shares 947,519$21.7M0.11%-425,171Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,518 shares; 2024Q4: 50,630 shares; 2025Q1: 49,671 shares; 2025Q2: 42,516 shares; 2025Q3: 42,754 shares; 2025Q4: 42,364 shares; 2026Q1: 63,096 shares 63,096$21.6M0.1%+20,732Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,633 shares; 2024Q4: 125,375 shares; 2025Q1: 109,339 shares; 2025Q2: 100,781 shares; 2025Q3: 93,653 shares; 2025Q4: 80,264 shares; 2026Q1: 86,692 shares 86,692$21.1M0.1%+6,428Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 14,756 shares; 2025Q1: 15,655 shares; 2025Q2: 15,705 shares; 2025Q3: 73,964 shares; 2025Q4: 95,199 shares; 2026Q1: 123,761 shares 123,761$20.7M0.1%+28,562Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,776 shares; 2025Q1: 5,742 shares; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 6,204 shares; 2026Q1: 354,770 shares 354,770$20.4M0.1%+348,566Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,110 shares; 2024Q4: 259,624 shares; 2025Q1: 271,558 shares; 2025Q2: 269,861 shares; 2025Q3: 276,805 shares; 2025Q4: 301,134 shares; 2026Q1: 409,939 shares 409,939$20.3M0.1%+108,805Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,570 shares; 2025Q1: 5,680 shares; 2025Q2: 5,700 shares; 2025Q3: 6,737 shares; 2025Q4: 12,122 shares; 2026Q1: 13,514 shares 13,514$19.9M0.1%+1,392Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,855 shares; 2024Q4: 160,160 shares; 2025Q1: 159,232 shares; 2025Q2: 159,358 shares; 2025Q3: 182,376 shares; 2025Q4: 180,785 shares; 2026Q1: 180,146 shares 180,146$19.8M0.1%-639Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,221 shares; 2024Q4: 37,797 shares; 2025Q1: 33,429 shares; 2025Q2: 36,068 shares; 2025Q3: 39,922 shares; 2025Q4: 42,841 shares; 2026Q1: 212,562 shares 212,562$19.8M0.1%+169,721Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,154 shares; 2025Q1: 153,665 shares; 2025Q2: 154,871 shares; 2025Q3: 138,621 shares; 2025Q4: 137,846 shares; 2026Q1: 156,534 shares 156,534$19.2M0.09%+18,688Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 23,498 shares; 2025Q1: 24,352 shares; 2025Q2: 24,150 shares; 2025Q3: 26,499 shares; 2025Q4: 25,436 shares; 2026Q1: 122,106 shares 122,106$19.2M0.09%+96,670Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,426 shares; 2024Q4: 127,319 shares; 2025Q1: 120,939 shares; 2025Q2: 116,082 shares; 2025Q3: 113,584 shares; 2025Q4: 111,174 shares; 2026Q1: 107,989 shares 107,989$19M0.09%-3,185Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,761 shares; 2024Q4: 103,073 shares; 2025Q1: 100,808 shares; 2025Q2: 96,951 shares; 2025Q3: 90,234 shares; 2025Q4: 89,553 shares; 2026Q1: 88,353 shares 88,353$18.9M0.09%-1,200Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,366 shares; 2024Q4: 60,984 shares; 2025Q1: 62,181 shares; 2025Q2: 63,904 shares; 2025Q3: 65,224 shares; 2025Q4: 75,424 shares; 2026Q1: 96,096 shares 96,096$18.9M0.09%+20,672Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,354 shares; 2024Q4: 51,397 shares; 2025Q1: 52,305 shares; 2025Q2: 50,386 shares; 2025Q3: 50,234 shares; 2025Q4: 55,583 shares; 2026Q1: 164,927 shares 164,927$18.7M0.09%+109,344Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 31,538 shares; 2025Q1: 31,869 shares; 2025Q2: 32,875 shares; 2025Q3: 31,366 shares; 2025Q4: 31,415 shares; 2026Q1: 187,762 shares 187,762$18.6M0.09%+156,347Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,972 shares; 2024Q4: 122,446 shares; 2025Q1: 127,890 shares; 2025Q2: 131,580 shares; 2025Q3: 137,379 shares; 2025Q4: 146,429 shares; 2026Q1: 186,115 shares 186,115$18.5M0.09%+39,686Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,916 shares; 2024Q4: 49,016 shares; 2025Q1: 48,474 shares; 2025Q2: 46,558 shares; 2025Q3: 48,468 shares; 2025Q4: 46,615 shares; 2026Q1: 93,077 shares 93,077$18.5M0.09%+46,462Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,105 shares; 2024Q4: 143,555 shares; 2025Q1: 145,984 shares; 2025Q2: 133,863 shares; 2025Q3: 138,008 shares; 2025Q4: 130,449 shares; 2026Q1: 211,410 shares 211,410$18.3M0.09%+80,961Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,904 shares; 2024Q4: 41,044 shares; 2025Q1: 40,688 shares; 2025Q2: 43,528 shares; 2025Q3: 43,967 shares; 2025Q4: 37,614 shares; 2026Q1: 60,138 shares 60,138$18.3M0.09%+22,524Timeline
SPGMSPDR INDEX SHS FDSQuarterly 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: 141,290 shares; 2025Q4: 141,290 shares; 2026Q1: 239,780 shares 239,780$18.2M0.09%+98,490Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 15,610 shares; 2025Q1: 15,713 shares; 2025Q2: 15,117 shares; 2025Q3: 15,759 shares; 2025Q4: 15,952 shares; 2026Q1: 39,273 shares 39,273$18.1M0.09%+23,321Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,713 shares; 2024Q4: 47,809 shares; 2025Q1: 47,840 shares; 2025Q2: 47,116 shares; 2025Q3: 50,780 shares; 2025Q4: 54,985 shares; 2026Q1: 55,026 shares 55,026$18.1M0.09%+41Timeline
ESEESCO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,310 shares; 2024Q4: 28,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,540 shares; 2025Q4: 62,957 shares; 2026Q1: 62,691 shares 62,691$17.6M0.09%-266Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,108 shares; 2024Q4: 27,551 shares; 2025Q1: 26,413 shares; 2025Q2: 26,188 shares; 2025Q3: 25,665 shares; 2025Q4: 26,955 shares; 2026Q1: 55,219 shares 55,219$17.6M0.09%+28,264Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,047 shares; 2024Q4: 62,384 shares; 2025Q1: 60,576 shares; 2025Q2: 61,414 shares; 2025Q3: 60,501 shares; 2025Q4: 231,824 shares; 2026Q1: 227,886 shares 227,886$17.2M0.08%-3,938Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,705 shares; 2024Q4: 86,374 shares; 2025Q1: 81,484 shares; 2025Q2: 83,385 shares; 2025Q3: 84,048 shares; 2025Q4: 80,595 shares; 2026Q1: 125,943 shares 125,943$17.1M0.08%+45,348Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,512 shares; 2024Q4: 299,649 shares; 2025Q1: 295,505 shares; 2025Q2: 278,939 shares; 2025Q3: 267,039 shares; 2025Q4: 249,683 shares; 2026Q1: 281,810 shares 281,810$17.1M0.08%+32,127Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,298 shares; 2024Q4: 40,710 shares; 2025Q1: 62,053 shares; 2025Q2: 51,800 shares; 2025Q3: 52,226 shares; 2025Q4: 47,719 shares; 2026Q1: 47,503 shares 47,503$17M0.08%-216Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 4,183 shares; 2025Q1: 4,278 shares; 2025Q2: 4,301 shares; 2025Q3: 4,382 shares; 2025Q4: 4,209 shares; 2026Q1: 12,653 shares 12,653$16.7M0.08%+8,444Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 33,992 shares; 2025Q1: 33,993 shares; 2025Q2: 34,079 shares; 2025Q3: 34,404 shares; 2025Q4: 34,386 shares; 2026Q1: 84,182 shares 84,182$16.7M0.08%+49,796Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,625 shares; 2024Q4: 411,646 shares; 2025Q1: 384,620 shares; 2025Q2: 351,774 shares; 2025Q3: 373,545 shares; 2025Q4: 272,936 shares; 2026Q1: 315,571 shares 315,571$16.4M0.08%+42,635Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,849 shares; 2025Q1: 9,806 shares; 2025Q2: 9,849 shares; 2025Q3: 9,049 shares; 2025Q4: 9,054 shares; 2026Q1: 82,684 shares 82,684$16.4M0.08%+73,630Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,626 shares; 2024Q4: 34,626 shares; 2025Q1: 34,614 shares; 2025Q2: 34,727 shares; 2025Q3: 34,727 shares; 2025Q4: 34,727 shares; 2026Q1: 35,145 shares 35,145$16.3M0.08%+418Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,735 shares; 2024Q4: 334,306 shares; 2025Q1: 138,923 shares; 2025Q2: 125,936 shares; 2025Q3: 121,611 shares; 2025Q4: 118,014 shares; 2026Q1: 122,527 shares 122,527$16.2M0.08%+4,513Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly 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: 220,712 shares 220,712$16.1M0.08%newTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,118 shares; 2024Q4: 10,197 shares; 2025Q1: 10,387 shares; 2025Q2: 9,984 shares; 2025Q3: 10,188 shares; 2025Q4: 10,188 shares; 2026Q1: 76,408 shares 76,408$16.1M0.08%+66,220Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,177 shares; 2024Q4: 105,928 shares; 2025Q1: 101,328 shares; 2025Q2: 91,818 shares; 2025Q3: 64,398 shares; 2025Q4: 64,684 shares; 2026Q1: 55,711 shares 55,711$15.8M0.08%-8,973Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,404 shares; 2024Q4: 311,841 shares; 2025Q1: 282,479 shares; 2025Q2: 279,797 shares; 2025Q3: 290,225 shares; 2025Q4: 281,780 shares; 2026Q1: 110,562 shares 110,562$15.8M0.08%-171,218Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,490 shares; 2025Q1: 68,161 shares; 2025Q2: 64,288 shares; 2025Q3: 65,899 shares; 2025Q4: 65,467 shares; 2026Q1: 72,575 shares 72,575$15.5M0.08%+7,108Timeline
BEPBROOKFIELD RENEWABLE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,375 shares; 2025Q2: 468,575 shares; 2025Q3: 468,575 shares; 2025Q4: 468,575 shares; 2026Q1: 468,575 shares 468,575$15.3M0.07%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,989 shares; 2024Q4: 155,310 shares; 2025Q1: 161,758 shares; 2025Q2: 161,683 shares; 2025Q3: 163,178 shares; 2025Q4: 159,748 shares; 2026Q1: 157,243 shares 157,243$15.2M0.07%-2,505Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,342 shares; 2024Q4: 39,777 shares; 2025Q1: 51,996 shares; 2025Q2: 56,169 shares; 2025Q3: 59,483 shares; 2025Q4: 64,054 shares; 2026Q1: 182,445 shares 182,445$15.1M0.07%+118,391Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,440 shares; 2024Q4: 60,201 shares; 2025Q1: 56,665 shares; 2025Q2: 49,009 shares; 2025Q3: 54,763 shares; 2025Q4: 60,333 shares; 2026Q1: 319,432 shares 319,432$15M0.07%+259,099Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,493 shares; 2024Q4: 414,942 shares; 2025Q1: 397,750 shares; 2025Q2: 238,240 shares; 2025Q3: 253,575 shares; 2025Q4: 265,365 shares; 2026Q1: 252,340 shares 252,340$14.8M0.07%-13,025Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,099 shares; 2024Q4: 140,021 shares; 2025Q1: 138,861 shares; 2025Q2: 135,242 shares; 2025Q3: 135,135 shares; 2025Q4: 136,029 shares; 2026Q1: 134,165 shares 134,165$14.7M0.07%-1,864Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,768 shares; 2024Q4: 90,798 shares; 2025Q1: 48,425 shares; 2025Q2: 23,737 shares; 2025Q3: 21,101 shares; 2025Q4: 20,469 shares; 2026Q1: 101,546 shares 101,546$14.7M0.07%+81,077Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,441 shares; 2024Q4: 178,549 shares; 2025Q1: 116,615 shares; 2025Q2: 78,461 shares; 2025Q3: 74,409 shares; 2025Q4: 63,680 shares; 2026Q1: 53,181 shares 53,181$14.6M0.07%-10,499Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,712 shares; 2024Q4: 169,888 shares; 2025Q1: 172,823 shares; 2025Q2: 138,807 shares; 2025Q3: 125,660 shares; 2025Q4: 117,406 shares; 2026Q1: 115,247 shares 115,247$14.6M0.07%-2,159Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,111 shares; 2024Q4: 44,646 shares; 2025Q1: 53,809 shares; 2025Q2: 54,536 shares; 2025Q3: 54,816 shares; 2025Q4: 51,549 shares; 2026Q1: 89,549 shares 89,549$14.5M0.07%+38,000Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,367 shares; 2024Q4: 150,278 shares; 2025Q1: 150,094 shares; 2025Q2: 156,060 shares; 2025Q3: 157,163 shares; 2025Q4: 161,276 shares; 2026Q1: 160,383 shares 160,383$14.5M0.07%-893Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,470 shares; 2024Q4: 169,561 shares; 2025Q1: 166,089 shares; 2025Q2: 158,312 shares; 2025Q3: 153,282 shares; 2025Q4: 156,747 shares; 2026Q1: 161,275 shares 161,275$14.3M0.07%+4,528Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,255 shares; 2024Q4: 22,346 shares; 2025Q1: 25,246 shares; 2025Q2: 28,902 shares; 2025Q3: 33,107 shares; 2025Q4: 39,638 shares; 2026Q1: 50,843 shares 50,843$14.2M0.07%+11,205Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,455 shares; 2024Q4: 54,360 shares; 2025Q1: 69,401 shares; 2025Q2: 75,259 shares; 2025Q3: 71,689 shares; 2025Q4: 68,949 shares; 2026Q1: 66,723 shares 66,723$14.2M0.07%-2,226Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,062 shares; 2024Q4: 47,912 shares; 2025Q1: 47,531 shares; 2025Q2: 47,037 shares; 2025Q3: 47,723 shares; 2025Q4: 49,451 shares; 2026Q1: 53,970 shares 53,970$13.9M0.07%+4,519Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,417 shares; 2024Q4: 52,589 shares; 2025Q1: 48,218 shares; 2025Q2: 36,053 shares; 2025Q3: 36,797 shares; 2025Q4: 37,010 shares; 2026Q1: 40,839 shares 40,839$13.8M0.07%+3,829Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 13,192 shares; 2025Q1: 13,662 shares; 2025Q2: 13,344 shares; 2025Q3: 14,345 shares; 2025Q4: 14,062 shares; 2026Q1: 146,724 shares 146,724$13.6M0.07%+132,662Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,401 shares; 2024Q4: 55,671 shares; 2025Q1: 55,183 shares; 2025Q2: 53,127 shares; 2025Q3: 52,734 shares; 2025Q4: 52,862 shares; 2026Q1: 49,769 shares 49,769$13.5M0.07%-3,093Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,653 shares; 2024Q4: 283,723 shares; 2025Q1: 283,723 shares; 2025Q2: 283,723 shares; 2025Q3: 283,723 shares; 2025Q4: 283,723 shares; 2026Q1: 285,016 shares 285,016$13.4M0.06%+1,293Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 22,194 shares; 2025Q1: 22,400 shares; 2025Q2: 16,082 shares; 2025Q3: 16,017 shares; 2025Q4: 15,825 shares; 2026Q1: 6,946 shares 6,946$13.1M0.06%-8,879Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232,013 shares; 2024Q4: 1,229,247 shares; 2025Q1: 1,214,149 shares; 2025Q2: 1,262,530 shares; 2025Q3: 1,244,377 shares; 2025Q4: 741,032 shares; 2026Q1: 388,432 shares 388,432$13.1M0.06%-352,600Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,759 shares; 2025Q1: 3,744 shares; 2025Q2: 3,735 shares; 2025Q3: 3,877 shares; 2025Q4: 3,882 shares; 2026Q1: 26,636 shares 26,636$13.1M0.06%+22,754Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,883 shares; 2024Q4: 131,174 shares; 2025Q1: 124,812 shares; 2025Q2: 123,175 shares; 2025Q3: 121,250 shares; 2025Q4: 106,576 shares; 2026Q1: 145,095 shares 145,095$13M0.06%+38,519Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,799 shares; 2024Q4: 153,422 shares; 2025Q1: 136,168 shares; 2025Q2: 127,667 shares; 2025Q3: 131,612 shares; 2025Q4: 113,145 shares; 2026Q1: 243,382 shares 243,382$13M0.06%+130,237Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,983 shares; 2024Q4: 168,242 shares; 2025Q1: 160,519 shares; 2025Q2: 160,364 shares; 2025Q3: 156,683 shares; 2025Q4: 153,740 shares; 2026Q1: 160,880 shares 160,880$12.8M0.06%+7,140Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,558 shares; 2024Q4: 241,021 shares; 2025Q1: 195,959 shares; 2025Q2: 174,166 shares; 2025Q3: 179,079 shares; 2025Q4: 174,588 shares; 2026Q1: 177,399 shares 177,399$12.7M0.06%+2,811Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: 24,006 shares; 2025Q1: 23,779 shares; 2025Q2: 23,560 shares; 2025Q3: 22,918 shares; 2025Q4: 19,827 shares; 2026Q1: 58,062 shares 58,062$12.6M0.06%+38,235Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,487 shares; 2024Q4: 145,366 shares; 2025Q1: 143,746 shares; 2025Q2: 139,765 shares; 2025Q3: 137,167 shares; 2025Q4: 129,488 shares; 2026Q1: 146,522 shares 146,522$12.5M0.06%+17,034Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,104 shares; 2024Q4: 540,322 shares; 2025Q1: 533,738 shares; 2025Q2: 578,949 shares; 2025Q3: 535,808 shares; 2025Q4: 166,274 shares; 2026Q1: 223,236 shares 223,236$12.5M0.06%+56,962Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,047 shares; 2024Q4: 261,453 shares; 2025Q1: 274,387 shares; 2025Q2: 286,890 shares; 2025Q3: 166,990 shares; 2025Q4: 82,950 shares; 2026Q1: 66,013 shares 66,013$12.3M0.06%-16,937Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,511 shares; 2024Q4: 67,749 shares; 2025Q1: 154,957 shares; 2025Q2: 185,673 shares; 2025Q3: 189,545 shares; 2025Q4: 155,609 shares; 2026Q1: 168,236 shares 168,236$12.2M0.06%+12,627Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 38,104 shares; 2025Q1: 37,033 shares; 2025Q2: 36,598 shares; 2025Q3: 35,693 shares; 2025Q4: 36,620 shares; 2026Q1: 42,295 shares 42,295$12.1M0.06%+5,675Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 2,766 shares; 2025Q1: 2,626 shares; 2025Q2: 2,628 shares; 2025Q3: 2,666 shares; 2025Q4: 2,705 shares; 2026Q1: 11,039 shares 11,039$12.1M0.06%+8,334Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,334 shares; 2024Q4: 149,239 shares; 2025Q1: 162,775 shares; 2025Q2: 106,004 shares; 2025Q3: 107,513 shares; 2025Q4: 98,747 shares; 2026Q1: 150,229 shares 150,229$11.8M0.06%+51,482Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,918 shares; 2024Q4: 60,915 shares; 2025Q1: 51,477 shares; 2025Q2: 55,278 shares; 2025Q3: 55,152 shares; 2025Q4: 53,784 shares; 2026Q1: 59,096 shares 59,096$11.8M0.06%+5,312Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,574 shares; 2024Q4: 59,400 shares; 2025Q1: 58,473 shares; 2025Q2: 56,665 shares; 2025Q3: 54,878 shares; 2025Q4: 54,515 shares; 2026Q1: 62,157 shares 62,157$11.5M0.06%+7,642Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,752 shares; 2024Q4: 20,605 shares; 2025Q1: 20,739 shares; 2025Q2: 19,593 shares; 2025Q3: 19,997 shares; 2025Q4: 37,011 shares; 2026Q1: 45,127 shares 45,127$11.3M0.05%+8,116Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,556 shares; 2024Q4: 21,051 shares; 2025Q1: 21,287 shares; 2025Q2: 21,421 shares; 2025Q3: 21,062 shares; 2025Q4: 19,982 shares; 2026Q1: 25,348 shares 25,348$11.3M0.05%+5,366Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,340 shares; 2024Q4: 95,797 shares; 2025Q1: 87,781 shares; 2025Q2: 84,898 shares; 2025Q3: 83,854 shares; 2025Q4: 77,645 shares; 2026Q1: 72,290 shares 72,290$11.2M0.05%-5,355Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,446 shares; 2024Q4: 26,988 shares; 2025Q1: 26,292 shares; 2025Q2: 25,609 shares; 2025Q3: 25,620 shares; 2025Q4: 24,960 shares; 2026Q1: 26,296 shares 26,296$11.2M0.05%+1,336Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,369 shares; 2024Q4: 18,006 shares; 2025Q1: 17,790 shares; 2025Q2: 18,005 shares; 2025Q3: 17,563 shares; 2025Q4: 17,028 shares; 2026Q1: 20,652 shares 20,652$11.1M0.05%+3,624Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,494 shares; 2024Q4: 73,195 shares; 2025Q1: 71,877 shares; 2025Q2: 77,923 shares; 2025Q3: 80,163 shares; 2025Q4: 76,022 shares; 2026Q1: 79,485 shares 79,485$11.1M0.05%+3,463Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,543 shares; 2024Q4: 35,986 shares; 2025Q1: 35,921 shares; 2025Q2: 35,330 shares; 2025Q3: 40,426 shares; 2025Q4: 39,870 shares; 2026Q1: 41,521 shares 41,521$11.1M0.05%+1,651Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,373 shares; 2024Q4: 61,553 shares; 2025Q1: 61,661 shares; 2025Q2: 60,032 shares; 2025Q3: 59,491 shares; 2025Q4: 59,874 shares; 2026Q1: 76,000 shares 76,000$11M0.05%+16,126Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,990 shares; 2024Q4: 54,827 shares; 2025Q1: 54,017 shares; 2025Q2: 53,793 shares; 2025Q3: 53,782 shares; 2025Q4: 53,203 shares; 2026Q1: 52,047 shares 52,047$10.8M0.05%-1,156Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,695 shares; 2024Q4: 42,338 shares; 2025Q1: 36,899 shares; 2025Q2: 32,603 shares; 2025Q3: 35,540 shares; 2025Q4: 33,776 shares; 2026Q1: 37,322 shares 37,322$10.8M0.05%+3,546Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,540 shares; 2024Q4: 27,714 shares; 2025Q1: 27,109 shares; 2025Q2: 27,063 shares; 2025Q3: 26,777 shares; 2025Q4: 25,583 shares; 2026Q1: 43,808 shares 43,808$10.8M0.05%+18,225Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,925 shares; 2024Q4: 52,853 shares; 2025Q1: 51,337 shares; 2025Q2: 37,865 shares; 2025Q3: 42,484 shares; 2025Q4: 42,736 shares; 2026Q1: 51,941 shares 51,941$10.8M0.05%+9,205Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,075 shares; 2025Q1: 3,754 shares; 2025Q2: 3,906 shares; 2025Q3: 4,631 shares; 2025Q4: 3,815 shares; 2026Q1: 96,124 shares 96,124$10.6M0.05%+92,309Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 181,020 shares; 2025Q1: 193,143 shares; 2025Q2: 182,675 shares; 2025Q3: 185,384 shares; 2025Q4: 184,671 shares; 2026Q1: 195,631 shares 195,631$10.6M0.05%+10,960Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 11,690 shares; 2025Q1: 12,523 shares; 2025Q2: 16,751 shares; 2025Q3: 18,161 shares; 2025Q4: 15,414 shares; 2026Q1: 14,357 shares 14,357$10.4M0.05%-1,057Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,797 shares; 2024Q4: 87,894 shares; 2025Q1: 88,526 shares; 2025Q2: 85,722 shares; 2025Q3: 138,853 shares; 2025Q4: 114,013 shares; 2026Q1: 110,686 shares 110,686$10.3M0.05%-3,327Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,913 shares; 2024Q4: 44,999 shares; 2025Q1: 43,195 shares; 2025Q2: 41,715 shares; 2025Q3: 41,676 shares; 2025Q4: 42,886 shares; 2026Q1: 269,040 shares 269,040$10.3M0.05%+226,154Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,570 shares; 2024Q4: 79,084 shares; 2025Q1: 77,438 shares; 2025Q2: 79,514 shares; 2025Q3: 78,561 shares; 2025Q4: 78,928 shares; 2026Q1: 87,879 shares 87,879$10.2M0.05%+8,951Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,350 shares; 2024Q4: 56,751 shares; 2025Q1: 50,735 shares; 2025Q2: 54,207 shares; 2025Q3: 52,508 shares; 2025Q4: 45,050 shares; 2026Q1: 40,090 shares 40,090$10.1M0.05%-4,960Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,320 shares; 2024Q4: 57,521 shares; 2025Q1: 61,099 shares; 2025Q2: 58,282 shares; 2025Q3: 57,714 shares; 2025Q4: 42,870 shares; 2026Q1: 48,279 shares 48,279$10M0.05%+5,409Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,769 shares; 2024Q4: 106,363 shares; 2025Q1: 111,236 shares; 2025Q2: 104,797 shares; 2025Q3: 104,733 shares; 2025Q4: 107,801 shares; 2026Q1: 106,127 shares 106,127$9.97M0.05%-1,674Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,513 shares; 2024Q4: 49,726 shares; 2025Q1: 50,088 shares; 2025Q2: 60,781 shares; 2025Q3: 64,903 shares; 2025Q4: 65,233 shares; 2026Q1: 126,552 shares 126,552$9.95M0.05%+61,319Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 79,858 shares; 2025Q1: 108,365 shares; 2025Q2: 97,499 shares; 2025Q3: 102,786 shares; 2025Q4: 114,357 shares; 2026Q1: 133,594 shares 133,594$9.84M0.05%+19,237Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,179 shares; 2024Q4: 59,604 shares; 2025Q1: 55,287 shares; 2025Q2: 49,518 shares; 2025Q3: 48,962 shares; 2025Q4: 49,309 shares; 2026Q1: 49,355 shares 49,355$9.68M0.05%+46Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 23,980 shares; 2025Q1: 23,668 shares; 2025Q2: 23,649 shares; 2025Q3: 23,777 shares; 2025Q4: 43,859 shares; 2026Q1: 55,756 shares 55,756$9.59M0.05%+11,897Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,553 shares; 2024Q4: 55,342 shares; 2025Q1: 53,588 shares; 2025Q2: 49,632 shares; 2025Q3: 48,270 shares; 2025Q4: 46,315 shares; 2026Q1: 52,002 shares 52,002$9.47M0.05%+5,687Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,038 shares; 2024Q4: 197,303 shares; 2025Q1: 187,837 shares; 2025Q2: 186,221 shares; 2025Q3: 189,066 shares; 2025Q4: 185,694 shares; 2026Q1: 229,243 shares 229,243$9.41M0.05%+43,549Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,555 shares; 2024Q4: 85,595 shares; 2025Q1: 125,645 shares; 2025Q2: 126,060 shares; 2025Q3: 126,060 shares; 2025Q4: 126,060 shares; 2026Q1: 120,135 shares 120,135$9.39M0.05%-5,925Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,210 shares; 2024Q4: 61,935 shares; 2025Q1: 62,992 shares; 2025Q2: 66,697 shares; 2025Q3: 64,798 shares; 2025Q4: 65,211 shares; 2026Q1: 83,832 shares 83,832$9.34M0.05%+18,621Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,139 shares; 2024Q4: 101,507 shares; 2025Q1: 107,672 shares; 2025Q2: 127,852 shares; 2025Q3: 112,256 shares; 2025Q4: 118,029 shares; 2026Q1: 124,070 shares 124,070$9.32M0.05%+6,041Timeline
CALYCALLAWAY GOLF COQuarterly 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: 667,605 shares 667,605$9.27M0.04%newTimeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,737 shares; 2024Q4: 35,052 shares; 2025Q1: 37,523 shares; 2025Q2: 36,713 shares; 2025Q3: 35,637 shares; 2025Q4: 32,381 shares; 2026Q1: 37,810 shares 37,810$9.23M0.04%+5,429Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,791 shares; 2024Q4: 320,056 shares; 2025Q1: 256,432 shares; 2025Q2: 222,886 shares; 2025Q3: 208,447 shares; 2025Q4: 197,221 shares; 2026Q1: 218,563 shares 218,563$9.23M0.04%+21,342Timeline
AVMVAMERICAN CENTY ETF TRQuarterly 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: 123,615 shares 123,615$9.17M0.04%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,035 shares; 2024Q4: 22,037 shares; 2025Q1: 22,045 shares; 2025Q2: 22,338 shares; 2025Q3: 22,357 shares; 2025Q4: 22,611 shares; 2026Q1: 35,006 shares 35,006$9.17M0.04%+12,395Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 19,631 shares; 2025Q1: 19,770 shares; 2025Q2: 19,139 shares; 2025Q3: 19,165 shares; 2025Q4: 17,013 shares; 2026Q1: 16,730 shares 16,730$9.02M0.04%-283Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,902 shares; 2024Q4: 32,676 shares; 2025Q1: 32,901 shares; 2025Q2: 33,136 shares; 2025Q3: 33,304 shares; 2025Q4: 33,556 shares; 2026Q1: 33,726 shares 33,726$8.97M0.04%+170Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,708 shares; 2024Q4: 216,451 shares; 2025Q1: 337,409 shares; 2025Q2: 367,860 shares; 2025Q3: 333,272 shares; 2025Q4: 305,533 shares; 2026Q1: 311,526 shares 311,526$8.94M0.04%+5,993Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 24,644 shares; 2025Q1: 25,479 shares; 2025Q2: 24,259 shares; 2025Q3: 24,597 shares; 2025Q4: 24,854 shares; 2026Q1: 20,626 shares 20,626$8.92M0.04%-4,228Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,314 shares; 2024Q4: 66,084 shares; 2025Q1: 63,973 shares; 2025Q2: 62,586 shares; 2025Q3: 64,960 shares; 2025Q4: 64,970 shares; 2026Q1: 64,564 shares 64,564$8.86M0.04%-406Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,710 shares; 2024Q4: 146,336 shares; 2025Q1: 142,214 shares; 2025Q2: 138,816 shares; 2025Q3: 136,711 shares; 2025Q4: 134,580 shares; 2026Q1: 157,094 shares 157,094$8.85M0.04%+22,514Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,895 shares; 2024Q4: 75,167 shares; 2025Q1: 73,527 shares; 2025Q2: 69,600 shares; 2025Q3: 65,467 shares; 2025Q4: 131,927 shares; 2026Q1: 143,448 shares 143,448$8.79M0.04%+11,521Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 159,213 shares; 2025Q1: 154,136 shares; 2025Q2: 161,769 shares; 2025Q3: 164,880 shares; 2025Q4: 151,706 shares; 2026Q1: 191,363 shares 191,363$8.67M0.04%+39,657Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 20,820 shares; 2025Q1: 19,687 shares; 2025Q2: 19,472 shares; 2025Q3: 20,689 shares; 2025Q4: 19,785 shares; 2026Q1: 24,986 shares 24,986$8.62M0.04%+5,201Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,319 shares; 2024Q4: 89,439 shares; 2025Q1: 85,472 shares; 2025Q2: 75,227 shares; 2025Q3: 73,399 shares; 2025Q4: 69,748 shares; 2026Q1: 69,808 shares 69,808$8.46M0.04%+60Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 40,587 shares; 2025Q1: 40,072 shares; 2025Q2: 37,517 shares; 2025Q3: 29,372 shares; 2025Q4: 29,250 shares; 2026Q1: 29,215 shares 29,215$8.4M0.04%-35Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,971 shares; 2024Q4: 22,867 shares; 2025Q1: 24,993 shares; 2025Q2: 22,125 shares; 2025Q3: 22,182 shares; 2025Q4: 23,272 shares; 2026Q1: 28,790 shares 28,790$8.4M0.04%+5,518Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,881 shares; 2024Q4: 25,476 shares; 2025Q1: 24,047 shares; 2025Q2: 23,979 shares; 2025Q3: 23,846 shares; 2025Q4: 24,081 shares; 2026Q1: 48,225 shares 48,225$8.36M0.04%+24,144Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 27,784 shares; 2025Q1: 30,206 shares; 2025Q2: 47,079 shares; 2025Q3: 45,509 shares; 2025Q4: 39,109 shares; 2026Q1: 41,345 shares 41,345$8.34M0.04%+2,236Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,398 shares; 2024Q4: 21,017 shares; 2025Q1: 20,941 shares; 2025Q2: 22,134 shares; 2025Q3: 21,472 shares; 2025Q4: 19,487 shares; 2026Q1: 23,284 shares 23,284$8.29M0.04%+3,797Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,365 shares; 2024Q4: 134,463 shares; 2025Q1: 132,194 shares; 2025Q2: 113,073 shares; 2025Q3: 113,985 shares; 2025Q4: 115,139 shares; 2026Q1: 133,730 shares 133,730$8.27M0.04%+18,591Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,142 shares; 2024Q4: 77,289 shares; 2025Q1: 76,341 shares; 2025Q2: 71,237 shares; 2025Q3: 73,668 shares; 2025Q4: 72,291 shares; 2026Q1: 87,517 shares 87,517$8.22M0.04%+15,226Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 1,953 shares; 2025Q1: 1,967 shares; 2025Q2: 1,841 shares; 2025Q3: 1,744 shares; 2025Q4: 1,962 shares; 2026Q1: 22,509 shares 22,509$8.19M0.04%+20,547Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,521 shares; 2024Q4: 66,835 shares; 2025Q1: 67,026 shares; 2025Q2: 66,725 shares; 2025Q3: 62,248 shares; 2025Q4: 59,834 shares; 2026Q1: 63,963 shares 63,963$8.1M0.04%+4,129Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,238 shares; 2024Q4: 98,139 shares; 2025Q1: 97,463 shares; 2025Q2: 99,923 shares; 2025Q3: 102,545 shares; 2025Q4: 85,925 shares; 2026Q1: 83,264 shares 83,264$8.03M0.04%-2,661Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,383 shares; 2025Q1: 17,721 shares; 2025Q2: 17,411 shares; 2025Q3: 19,040 shares; 2025Q4: 19,516 shares; 2026Q1: 26,183 shares 26,183$7.91M0.04%+6,667Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,130 shares; 2024Q4: 44,510 shares; 2025Q1: 42,377 shares; 2025Q2: 39,363 shares; 2025Q3: 35,560 shares; 2025Q4: 35,801 shares; 2026Q1: 53,760 shares 53,760$7.88M0.04%+17,959Timeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,983 shares; 2024Q4: 85,733 shares; 2025Q1: 80,650 shares; 2025Q2: 79,632 shares; 2025Q3: 80,146 shares; 2025Q4: 79,537 shares; 2026Q1: 79,529 shares 79,529$7.86M0.04%-8Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: 12,045 shares; 2025Q3: 12,055 shares; 2025Q4: 12,156 shares; 2026Q1: 12,371 shares 12,371$7.86M0.04%+215Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 21,690 shares; 2025Q1: 20,790 shares; 2025Q2: 21,117 shares; 2025Q3: 21,097 shares; 2025Q4: 21,337 shares; 2026Q1: 36,517 shares 36,517$7.85M0.04%+15,180Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,451 shares; 2024Q4: 66,511 shares; 2025Q1: 68,633 shares; 2025Q2: 44,927 shares; 2025Q3: 43,556 shares; 2025Q4: 26,137 shares; 2026Q1: 78,803 shares 78,803$7.83M0.04%+52,666Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,309 shares; 2024Q4: 13,179 shares; 2025Q1: 13,430 shares; 2025Q2: 17,127 shares; 2025Q3: 15,118 shares; 2025Q4: 17,491 shares; 2026Q1: 77,846 shares 77,846$7.8M0.04%+60,355Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 14,415 shares; 2025Q1: 13,478 shares; 2025Q2: 13,934 shares; 2025Q3: 14,342 shares; 2025Q4: 13,928 shares; 2026Q1: 39,748 shares 39,748$7.79M0.04%+25,820Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 22,597 shares; 2025Q1: 19,692 shares; 2025Q2: 21,856 shares; 2025Q3: 21,745 shares; 2025Q4: 18,729 shares; 2026Q1: 24,521 shares 24,521$7.7M0.04%+5,792Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,944 shares; 2024Q4: 115,798 shares; 2025Q1: 114,469 shares; 2025Q2: 107,521 shares; 2025Q3: 108,946 shares; 2025Q4: 104,239 shares; 2026Q1: 108,716 shares 108,716$7.69M0.04%+4,477Timeline
CHWYCHEWY INCQuarterly 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: 284,726 shares 284,726$7.69M0.04%newTimeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 15,269 shares; 2025Q1: 16,725 shares; 2025Q2: 15,601 shares; 2025Q3: 18,111 shares; 2025Q4: 20,534 shares; 2026Q1: 25,592 shares 25,592$7.55M0.04%+5,058Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,731 shares; 2024Q4: 71,898 shares; 2025Q1: 68,023 shares; 2025Q2: 50,838 shares; 2025Q3: 48,922 shares; 2025Q4: 46,115 shares; 2026Q1: 44,126 shares 44,126$7.53M0.04%-1,989Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,818 shares; 2024Q4: 159,902 shares; 2025Q1: 127,689 shares; 2025Q2: 118,824 shares; 2025Q3: 113,740 shares; 2025Q4: 110,794 shares; 2026Q1: 103,963 shares 103,963$7.43M0.04%-6,831Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,290 shares; 2024Q4: 49,895 shares; 2025Q1: 49,808 shares; 2025Q2: 46,737 shares; 2025Q3: 48,100 shares; 2025Q4: 46,985 shares; 2026Q1: 151,284 shares 151,284$7.42M0.04%+104,299Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,189 shares; 2024Q4: 95,823 shares; 2025Q1: 92,568 shares; 2025Q2: 90,230 shares; 2025Q3: 89,357 shares; 2025Q4: 87,502 shares; 2026Q1: 78,856 shares 78,856$7.26M0.04%-8,646Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,865 shares; 2024Q4: 51,954 shares; 2025Q1: 58,348 shares; 2025Q2: 57,468 shares; 2025Q3: 57,741 shares; 2025Q4: 58,116 shares; 2026Q1: 60,249 shares 60,249$7.15M0.03%+2,133Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 95,407 shares; 2025Q1: 90,270 shares; 2025Q2: 98,126 shares; 2025Q3: 98,874 shares; 2025Q4: 105,704 shares; 2026Q1: 143,951 shares 143,951$7.11M0.03%+38,247Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,920 shares; 2025Q2: 9,735 shares; 2025Q3: 10,060 shares; 2025Q4: 24,034 shares; 2026Q1: 26,487 shares 26,487$7.04M0.03%+2,453Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,603 shares; 2025Q1: 8,603 shares; 2025Q2: 8,456 shares; 2025Q3: 8,348 shares; 2025Q4: 6,878 shares; 2026Q1: 9,982 shares 9,982$6.96M0.03%+3,104Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,636 shares; 2025Q1: 6,373 shares; 2025Q2: 6,422 shares; 2025Q3: 5,946 shares; 2025Q4: 5,886 shares; 2026Q1: 6,241 shares 6,241$6.81M0.03%+355Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,595 shares; 2024Q4: 122,908 shares; 2025Q1: 126,386 shares; 2025Q2: 121,125 shares; 2025Q3: 128,824 shares; 2025Q4: 131,531 shares; 2026Q1: 201,834 shares 201,834$6.77M0.03%+70,303Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,432 shares; 2024Q4: 48,491 shares; 2025Q1: 47,385 shares; 2025Q2: 42,234 shares; 2025Q3: 41,242 shares; 2025Q4: 41,295 shares; 2026Q1: 39,929 shares 39,929$6.75M0.03%-1,366Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,995 shares; 2024Q4: 49,223 shares; 2025Q1: 47,512 shares; 2025Q2: 47,402 shares; 2025Q3: 47,221 shares; 2025Q4: 47,277 shares; 2026Q1: 48,349 shares 48,349$6.75M0.03%+1,072Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 9,425 shares; 2025Q3: 9,447 shares; 2025Q4: 9,459 shares; 2026Q1: 9,540 shares 9,540$6.7M0.03%+81Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,323 shares; 2025Q1: 20,387 shares; 2025Q2: 20,509 shares; 2025Q3: 19,332 shares; 2025Q4: 19,343 shares; 2026Q1: 20,807 shares 20,807$6.67M0.03%+1,464Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 23,182 shares; 2025Q1: 23,341 shares; 2025Q2: 21,033 shares; 2025Q3: 20,106 shares; 2025Q4: 21,671 shares; 2026Q1: 23,851 shares 23,851$6.63M0.03%+2,180Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,681 shares; 2024Q4: 27,586 shares; 2025Q1: 25,467 shares; 2025Q2: 26,699 shares; 2025Q3: 28,598 shares; 2025Q4: 25,783 shares; 2026Q1: 22,734 shares 22,734$6.62M0.03%-3,049Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 7,292 shares; 2025Q1: 7,414 shares; 2025Q2: 7,337 shares; 2025Q3: 6,962 shares; 2025Q4: 6,447 shares; 2026Q1: 33,143 shares 33,143$6.52M0.03%+26,696Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,387 shares; 2024Q4: 93,110 shares; 2025Q1: 89,854 shares; 2025Q2: 89,237 shares; 2025Q3: 69,525 shares; 2025Q4: 58,309 shares; 2026Q1: 54,660 shares 54,660$6.46M0.03%-3,649Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,350 shares; 2024Q4: 38,421 shares; 2025Q1: 48,166 shares; 2025Q2: 43,810 shares; 2025Q3: 41,270 shares; 2025Q4: 168,601 shares; 2026Q1: 60,075 shares 60,075$6.41M0.03%-108,526Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,236 shares; 2024Q4: 69,151 shares; 2025Q1: 47,894 shares; 2025Q2: 39,352 shares; 2025Q3: 63,648 shares; 2025Q4: 56,132 shares; 2026Q1: 62,154 shares 62,154$6.36M0.03%+6,022Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 2,860 shares; 2025Q4: 3,103 shares; 2026Q1: 58,454 shares 58,454$6.33M0.03%+55,351Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,995 shares; 2024Q4: 29,892 shares; 2025Q1: 30,923 shares; 2025Q2: 29,695 shares; 2025Q3: 29,728 shares; 2025Q4: 46,910 shares; 2026Q1: 53,097 shares 53,097$6.3M0.03%+6,187Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 19,265 shares; 2025Q1: 19,855 shares; 2025Q2: 18,888 shares; 2025Q3: 18,798 shares; 2025Q4: 18,434 shares; 2026Q1: 19,432 shares 19,432$6.27M0.03%+998Timeline
STAGSTAG INDUSTRIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,861 shares; 2024Q4: 19,711 shares; 2025Q1: 18,553 shares; 2025Q2: 18,425 shares; 2025Q3: 17,115 shares; 2025Q4: 17,327 shares; 2026Q1: 172,926 shares 172,926$6.24M0.03%+155,599Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,147 shares; 2024Q4: 165,372 shares; 2025Q1: 145,086 shares; 2025Q2: 133,708 shares; 2025Q3: 125,846 shares; 2025Q4: 120,806 shares; 2026Q1: 141,216 shares 141,216$6.23M0.03%+20,410Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 858,840 shares; 2025Q1: 980,424 shares; 2025Q2: 987,208 shares; 2025Q3: 1,000,483 shares; 2025Q4: 849,937 shares; 2026Q1: 232,429 shares 232,429$6.16M0.03%-617,508Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,796 shares; 2024Q4: 35,270 shares; 2025Q1: 30,128 shares; 2025Q2: 32,511 shares; 2025Q3: 32,345 shares; 2025Q4: 26,281 shares; 2026Q1: 26,646 shares 26,646$6.14M0.03%+365Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,240 shares; 2024Q4: 62,696 shares; 2025Q1: 59,000 shares; 2025Q2: 40,298 shares; 2025Q3: 40,094 shares; 2025Q4: 36,058 shares; 2026Q1: 38,548 shares 38,548$6.06M0.03%+2,490Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,281 shares; 2024Q4: 150,323 shares; 2025Q1: 148,380 shares; 2025Q2: 137,297 shares; 2025Q3: 137,297 shares; 2025Q4: 137,297 shares; 2026Q1: 137,897 shares 137,897$6.04M0.03%+600Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 17,672 shares; 2025Q1: 18,081 shares; 2025Q2: 16,190 shares; 2025Q3: 17,101 shares; 2025Q4: 15,741 shares; 2026Q1: 34,344 shares 34,344$5.93M0.03%+18,603Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,879 shares; 2024Q4: 23,717 shares; 2025Q1: 23,390 shares; 2025Q2: 22,890 shares; 2025Q3: 18,650 shares; 2025Q4: 18,595 shares; 2026Q1: 19,535 shares 19,535$5.84M0.03%+940Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 6,130 shares; 2025Q1: 5,255 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,387 shares; 2026Q1: 73,468 shares 73,468$5.82M0.03%+68,081Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,832 shares; 2025Q1: 4,097 shares; 2025Q2: 5,719 shares; 2025Q3: 5,758 shares; 2025Q4: 16,162 shares; 2026Q1: 17,032 shares 17,032$5.78M0.03%+870Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,382 shares; 2024Q4: 60,794 shares; 2025Q1: 57,964 shares; 2025Q2: 58,040 shares; 2025Q3: 58,226 shares; 2025Q4: 56,599 shares; 2026Q1: 59,313 shares 59,313$5.76M0.03%+2,714Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,350 shares; 2024Q4: 149,145 shares; 2025Q1: 151,295 shares; 2025Q2: 149,872 shares; 2025Q3: 150,142 shares; 2025Q4: 150,502 shares; 2026Q1: 109,037 shares 109,037$5.74M0.03%-41,465Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,876 shares; 2025Q1: 6,900 shares; 2025Q2: 7,193 shares; 2025Q3: 7,128 shares; 2025Q4: 7,070 shares; 2026Q1: 35,112 shares 35,112$5.74M0.03%+28,042Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,078 shares; 2025Q3: 8,692 shares; 2025Q4: 8,501 shares; 2026Q1: 12,089 shares 12,089$5.72M0.03%+3,588Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,769 shares; 2024Q4: 10,733 shares; 2025Q1: 9,859 shares; 2025Q2: 9,529 shares; 2025Q3: 9,867 shares; 2025Q4: 10,145 shares; 2026Q1: 11,677 shares 11,677$5.66M0.03%+1,532Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 22,707 shares; 2025Q1: 22,606 shares; 2025Q2: 31,273 shares; 2025Q3: 34,001 shares; 2025Q4: 35,521 shares; 2026Q1: 82,410 shares 82,410$5.62M0.03%+46,889Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,506 shares; 2024Q4: 175,062 shares; 2025Q1: 170,338 shares; 2025Q2: 222,293 shares; 2025Q3: 252,426 shares; 2025Q4: 247,632 shares; 2026Q1: 229,332 shares 229,332$5.57M0.03%-18,300Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,743 shares; 2024Q4: 93,322 shares; 2025Q1: 94,634 shares; 2025Q2: 97,237 shares; 2025Q3: 95,459 shares; 2025Q4: 90,247 shares; 2026Q1: 86,282 shares 86,282$5.53M0.03%-3,965Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 7,582 shares; 2025Q3: 7,582 shares; 2025Q4: 10,660 shares; 2026Q1: 63,255 shares 63,255$5.48M0.03%+52,595Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,990 shares; 2024Q4: 23,389 shares; 2025Q1: 23,121 shares; 2025Q2: 23,178 shares; 2025Q3: 23,545 shares; 2025Q4: 24,919 shares; 2026Q1: 25,103 shares 25,103$5.45M0.03%+184Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,371 shares; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 4,630 shares; 2025Q4: 4,807 shares; 2026Q1: 37,827 shares 37,827$5.43M0.03%+33,020Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 29,699 shares; 2025Q1: 27,759 shares; 2025Q2: 27,967 shares; 2025Q3: 27,899 shares; 2025Q4: 27,224 shares; 2026Q1: 49,677 shares 49,677$5.41M0.03%+22,453Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,785 shares; 2024Q4: 89,147 shares; 2025Q1: 91,487 shares; 2025Q2: 84,750 shares; 2025Q3: 80,696 shares; 2025Q4: 70,219 shares; 2026Q1: 62,848 shares 62,848$5.38M0.03%-7,371Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 20,655 shares; 2025Q1: 19,293 shares; 2025Q2: 19,530 shares; 2025Q3: 21,304 shares; 2025Q4: 23,482 shares; 2026Q1: 27,063 shares 27,063$5.35M0.03%+3,581Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,285 shares; 2024Q4: 74,297 shares; 2025Q1: 72,785 shares; 2025Q2: 137,785 shares; 2025Q3: 134,028 shares; 2025Q4: 115,822 shares; 2026Q1: 113,311 shares 113,311$5.26M0.03%-2,511Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,445 shares; 2024Q4: 25,482 shares; 2025Q1: 48,970 shares; 2025Q2: 55,994 shares; 2025Q3: 55,414 shares; 2025Q4: 118,963 shares; 2026Q1: 197,564 shares 197,564$5.26M0.03%+78,601Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,748 shares; 2024Q4: 43,748 shares; 2025Q1: 36,995 shares; 2025Q2: 41,235 shares; 2025Q3: 140,348 shares; 2025Q4: 138,425 shares; 2026Q1: 70,479 shares 70,479$5.24M0.03%-67,946Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,311 shares; 2024Q4: 41,460 shares; 2025Q1: 42,360 shares; 2025Q2: 41,805 shares; 2025Q3: 40,953 shares; 2025Q4: 40,814 shares; 2026Q1: 47,037 shares 47,037$5.19M0.03%+6,223Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,647 shares; 2024Q4: 59,006 shares; 2025Q1: 56,260 shares; 2025Q2: 54,455 shares; 2025Q3: 55,268 shares; 2025Q4: 52,944 shares; 2026Q1: 61,687 shares 61,687$5.16M0.03%+8,743Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,329 shares; 2024Q4: 135,987 shares; 2025Q1: 134,962 shares; 2025Q2: 135,058 shares; 2025Q3: 132,144 shares; 2025Q4: 137,349 shares; 2026Q1: 199,241 shares 199,241$5.11M0.02%+61,892Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 10,273 shares; 2025Q1: 10,293 shares; 2025Q2: 28,847 shares; 2025Q3: 28,926 shares; 2025Q4: 25,100 shares; 2026Q1: 24,754 shares 24,754$5.11M0.02%-346Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 65,549 shares; 2025Q1: 63,035 shares; 2025Q2: 61,777 shares; 2025Q3: 60,256 shares; 2025Q4: 59,241 shares; 2026Q1: 66,228 shares 66,228$5.1M0.02%+6,987Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,580 shares; 2024Q4: 12,388 shares; 2025Q1: 5,673 shares; 2025Q2: 5,760 shares; 2025Q3: 5,628 shares; 2025Q4: 7,806 shares; 2026Q1: 9,007 shares 9,007$5.06M0.02%+1,201Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,805 shares; 2024Q4: 86,100 shares; 2025Q1: 63,674 shares; 2025Q2: 56,267 shares; 2025Q3: 37,861 shares; 2025Q4: 30,554 shares; 2026Q1: 27,909 shares 27,909$5.05M0.02%-2,645Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,804 shares; 2025Q1: 6,778 shares; 2025Q2: 6,153 shares; 2025Q3: 6,210 shares; 2025Q4: 6,270 shares; 2026Q1: 6,448 shares 6,448$4.98M0.02%+178Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,678 shares; 2024Q4: 38,064 shares; 2025Q1: 44,740 shares; 2025Q2: 46,787 shares; 2025Q3: 47,577 shares; 2025Q4: 50,017 shares; 2026Q1: 52,163 shares 52,163$4.98M0.02%+2,146Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,082 shares; 2024Q4: 122,032 shares; 2025Q1: 48,439 shares; 2025Q2: 47,447 shares; 2025Q3: 41,553 shares; 2025Q4: 36,508 shares; 2026Q1: 33,999 shares 33,999$4.96M0.02%-2,509Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,327 shares; 2024Q4: 162,817 shares; 2025Q1: 95,059 shares; 2025Q2: 75,263 shares; 2025Q3: 71,926 shares; 2025Q4: 77,422 shares; 2026Q1: 76,391 shares 76,391$4.94M0.02%-1,031Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,463 shares; 2025Q2: 6,112 shares; 2025Q3: 6,021 shares; 2025Q4: 6,021 shares; 2026Q1: 92,758 shares 92,758$4.9M0.02%+86,737Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 21,232 shares; 2025Q1: 23,813 shares; 2025Q2: 21,785 shares; 2025Q3: 22,143 shares; 2025Q4: 22,604 shares; 2026Q1: 32,030 shares 32,030$4.89M0.02%+9,426Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 54,138 shares; 2025Q1: 53,900 shares; 2025Q2: 53,712 shares; 2025Q3: 53,673 shares; 2025Q4: 53,734 shares; 2026Q1: 55,042 shares 55,042$4.82M0.02%+1,308Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 37,762 shares; 2025Q1: 36,686 shares; 2025Q2: 36,541 shares; 2025Q3: 36,367 shares; 2025Q4: 36,094 shares; 2026Q1: 42,438 shares 42,438$4.8M0.02%+6,344Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,788 shares; 2024Q4: 30,558 shares; 2025Q1: 31,654 shares; 2025Q2: 30,969 shares; 2025Q3: 30,970 shares; 2025Q4: 22,002 shares; 2026Q1: 22,097 shares 22,097$4.79M0.02%+95Timeline
AVLVAMERICAN CENTY ETF TRQuarterly 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: 59,172 shares 59,172$4.77M0.02%newTimeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,142 shares; 2024Q4: 45,962 shares; 2025Q1: 60,642 shares; 2025Q2: 66,142 shares; 2025Q3: 76,757 shares; 2025Q4: 160,927 shares; 2026Q1: 323,794 shares 323,794$4.62M0.02%+162,867Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 26,822 shares; 2025Q1: 28,913 shares; 2025Q2: 37,394 shares; 2025Q3: 39,810 shares; 2025Q4: 39,730 shares; 2026Q1: 41,114 shares 41,114$4.62M0.02%+1,384Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,754 shares; 2025Q1: 13,462 shares; 2025Q2: 12,226 shares; 2025Q3: 15,807 shares; 2025Q4: 38,022 shares; 2026Q1: 42,389 shares 42,389$4.62M0.02%+4,367Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,796 shares; 2024Q4: 15,796 shares; 2025Q1: 15,796 shares; 2025Q2: 15,459 shares; 2025Q3: 15,889 shares; 2025Q4: 16,096 shares; 2026Q1: 16,833 shares 16,833$4.55M0.02%+737Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,086 shares; 2024Q4: 122,812 shares; 2025Q1: 113,002 shares; 2025Q2: 106,524 shares; 2025Q3: 127,678 shares; 2025Q4: 128,154 shares; 2026Q1: 147,260 shares 147,260$4.52M0.02%+19,106Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,364 shares; 2024Q4: 21,867 shares; 2025Q1: 20,900 shares; 2025Q2: 20,970 shares; 2025Q3: 21,686 shares; 2025Q4: 23,081 shares; 2026Q1: 27,306 shares 27,306$4.48M0.02%+4,225Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,991 shares; 2024Q4: 61,596 shares; 2025Q1: 59,550 shares; 2025Q2: 64,642 shares; 2025Q3: 67,564 shares; 2025Q4: 67,902 shares; 2026Q1: 71,268 shares 71,268$4.47M0.02%+3,366Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 16,694 shares; 2025Q1: 16,763 shares; 2025Q2: 16,259 shares; 2025Q3: 16,218 shares; 2025Q4: 16,222 shares; 2026Q1: 18,650 shares 18,650$4.46M0.02%+2,428Timeline
DBXDROPBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,065 shares; 2024Q4: 104,185 shares; 2025Q1: 203,052 shares; 2025Q2: 242,355 shares; 2025Q3: 241,176 shares; 2025Q4: 214,789 shares; 2026Q1: 196,091 shares 196,091$4.46M0.02%-18,698Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,876 shares; 2024Q4: 72,043 shares; 2025Q1: 67,774 shares; 2025Q2: 77,447 shares; 2025Q3: 77,180 shares; 2025Q4: 61,536 shares; 2026Q1: 61,259 shares 61,259$4.35M0.02%-277Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,922 shares; 2024Q4: 11,826 shares; 2025Q1: 11,100 shares; 2025Q2: 11,770 shares; 2025Q3: 11,493 shares; 2025Q4: 9,034 shares; 2026Q1: 14,456 shares 14,456$4.3M0.02%+5,422Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly 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: 117,518 shares 117,518$4.2M0.02%newTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 18,816 shares; 2025Q1: 15,632 shares; 2025Q2: 15,156 shares; 2025Q3: 14,946 shares; 2025Q4: 14,678 shares; 2026Q1: 13,947 shares 13,947$4.2M0.02%-731Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,863 shares; 2024Q4: 101,313 shares; 2025Q1: 90,785 shares; 2025Q2: 76,221 shares; 2025Q3: 75,898 shares; 2025Q4: 68,926 shares; 2026Q1: 79,392 shares 79,392$4.19M0.02%+10,466Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,079 shares; 2024Q4: 29,100 shares; 2025Q1: 28,281 shares; 2025Q2: 27,990 shares; 2025Q3: 27,731 shares; 2025Q4: 27,531 shares; 2026Q1: 26,522 shares 26,522$4.19M0.02%-1,009Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 7,743 shares; 2025Q1: 7,793 shares; 2025Q2: 45,658 shares; 2025Q3: 45,410 shares; 2025Q4: 50,627 shares; 2026Q1: 64,153 shares 64,153$4.19M0.02%+13,526Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,716 shares; 2024Q4: 65,320 shares; 2025Q1: 66,342 shares; 2025Q2: 66,010 shares; 2025Q3: 65,515 shares; 2025Q4: 64,211 shares; 2026Q1: 60,259 shares 60,259$4.17M0.02%-3,952Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,198 shares; 2024Q4: 88,440 shares; 2025Q1: 93,221 shares; 2025Q2: 50,058 shares; 2025Q3: 47,346 shares; 2025Q4: 43,844 shares; 2026Q1: 46,213 shares 46,213$4.17M0.02%+2,369Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,879 shares; 2024Q4: 43,588 shares; 2025Q1: 43,956 shares; 2025Q2: 42,313 shares; 2025Q3: 45,059 shares; 2025Q4: 44,975 shares; 2026Q1: 51,435 shares 51,435$4.16M0.02%+6,460Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,763 shares; 2024Q4: 75,253 shares; 2025Q1: 76,747 shares; 2025Q2: 69,948 shares; 2025Q3: 69,814 shares; 2025Q4: 64,622 shares; 2026Q1: 61,998 shares 61,998$4.09M0.02%-2,624Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,143 shares; 2024Q4: 41,459 shares; 2025Q1: 40,625 shares; 2025Q2: 39,001 shares; 2025Q3: 36,800 shares; 2025Q4: 37,762 shares; 2026Q1: 54,705 shares 54,705$4.08M0.02%+16,943Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,441 shares; 2024Q4: 42,416 shares; 2025Q1: 39,878 shares; 2025Q2: 38,456 shares; 2025Q3: 46,034 shares; 2025Q4: 45,828 shares; 2026Q1: 43,851 shares 43,851$4.07M0.02%-1,977Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: 4,702 shares; 2025Q2: 4,977 shares; 2025Q3: 4,955 shares; 2025Q4: 5,180 shares; 2026Q1: 5,962 shares 5,962$4.06M0.02%+782Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: not reported; 2026Q1: 50,184 shares 50,184$4.04M0.02%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 10,103 shares; 2025Q1: 10,209 shares; 2025Q2: 8,296 shares; 2025Q3: 13,218 shares; 2025Q4: 10,152 shares; 2026Q1: 10,193 shares 10,193$4.04M0.02%+41Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,302 shares; 2024Q4: 149,388 shares; 2025Q1: 128,329 shares; 2025Q2: 122,650 shares; 2025Q3: 117,881 shares; 2025Q4: 106,410 shares; 2026Q1: 108,063 shares 108,063$4.02M0.02%+1,653Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,179 shares; 2025Q1: 10,291 shares; 2025Q2: 10,068 shares; 2025Q3: 10,382 shares; 2025Q4: 11,098 shares; 2026Q1: 12,125 shares 12,125$3.97M0.02%+1,027Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,502 shares; 2024Q4: 13,502 shares; 2025Q1: 13,502 shares; 2025Q2: 12,304 shares; 2025Q3: 11,969 shares; 2025Q4: 12,091 shares; 2026Q1: 55,650 shares 55,650$3.96M0.02%+43,559Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,379 shares; 2024Q4: 97,902 shares; 2025Q1: 100,118 shares; 2025Q2: 100,431 shares; 2025Q3: 111,404 shares; 2025Q4: 98,294 shares; 2026Q1: 252,514 shares 252,514$3.95M0.02%+154,220Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,543 shares; 2024Q4: 27,671 shares; 2025Q1: 26,336 shares; 2025Q2: 26,624 shares; 2025Q3: 27,886 shares; 2025Q4: 28,093 shares; 2026Q1: 36,436 shares 36,436$3.94M0.02%+8,343Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,095 shares; 2024Q4: 70,095 shares; 2025Q1: 70,095 shares; 2025Q2: 69,877 shares; 2025Q3: 71,476 shares; 2025Q4: 70,366 shares; 2026Q1: 70,366 shares 70,366$3.9M0.02%0Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,068 shares; 2025Q1: 9,072 shares; 2025Q2: 6,892 shares; 2025Q3: 6,911 shares; 2025Q4: 5,528 shares; 2026Q1: 5,265 shares 5,265$3.89M0.02%-263Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,449 shares; 2025Q1: 9,626 shares; 2025Q2: 43,432 shares; 2025Q3: 44,272 shares; 2025Q4: 26,913 shares; 2026Q1: 25,520 shares 25,520$3.84M0.02%-1,393Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 936 shares; 2025Q1: 1,010 shares; 2025Q2: 760 shares; 2025Q3: 822 shares; 2025Q4: 1,594 shares; 2026Q1: 1,993 shares 1,993$3.81M0.02%+399Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,512 shares; 2025Q1: 6,229 shares; 2025Q2: 6,370 shares; 2025Q3: 7,631 shares; 2025Q4: 7,837 shares; 2026Q1: 8,735 shares 8,735$3.81M0.02%+898Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,298 shares; 2024Q4: 144,688 shares; 2025Q1: 132,341 shares; 2025Q2: 108,045 shares; 2025Q3: 107,676 shares; 2025Q4: 89,519 shares; 2026Q1: 88,824 shares 88,824$3.81M0.02%-695Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 32,399 shares; 2025Q1: 33,402 shares; 2025Q2: 14,121 shares; 2025Q3: 14,504 shares; 2025Q4: 13,610 shares; 2026Q1: 14,033 shares 14,033$3.74M0.02%+423Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,190 shares; 2024Q4: 62,115 shares; 2025Q1: 61,115 shares; 2025Q2: 61,065 shares; 2025Q3: 60,644 shares; 2025Q4: 60,007 shares; 2026Q1: 55,822 shares 55,822$3.73M0.02%-4,185Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,984 shares; 2024Q4: 28,661 shares; 2025Q1: 28,031 shares; 2025Q2: 26,794 shares; 2025Q3: 27,099 shares; 2025Q4: 27,488 shares; 2026Q1: 28,252 shares 28,252$3.7M0.02%+764Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,211 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,187 shares; 2025Q4: 1,109 shares; 2026Q1: 2,677 shares 2,677$3.69M0.02%+1,568Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,199 shares; 2024Q4: 24,633 shares; 2025Q1: 24,529 shares; 2025Q2: 23,949 shares; 2025Q3: 24,406 shares; 2025Q4: 24,591 shares; 2026Q1: 27,081 shares 27,081$3.69M0.02%+2,490Timeline
AVIVAMERICAN CENTY ETF TRQuarterly 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: 49,162 shares 49,162$3.68M0.02%newTimeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,490 shares; 2024Q4: 97,043 shares; 2025Q1: 93,306 shares; 2025Q2: 83,270 shares; 2025Q3: 90,118 shares; 2025Q4: 81,176 shares; 2026Q1: 79,971 shares 79,971$3.68M0.02%-1,205Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 8,728 shares; 2025Q1: 204,892 shares; 2025Q2: 278,909 shares; 2025Q3: 276,388 shares; 2025Q4: 50,448 shares; 2026Q1: 45,053 shares 45,053$3.66M0.02%-5,395Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 20,528 shares; 2025Q1: 20,778 shares; 2025Q2: 20,933 shares; 2025Q3: 21,463 shares; 2025Q4: 21,687 shares; 2026Q1: 19,601 shares 19,601$3.66M0.02%-2,086Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 85,226 shares; 2025Q1: 85,698 shares; 2025Q2: 85,700 shares; 2025Q3: 85,289 shares; 2025Q4: 85,250 shares; 2026Q1: 87,853 shares 87,853$3.63M0.02%+2,603Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 45,819 shares; 2025Q4: 50,014 shares; 2026Q1: 60,329 shares 60,329$3.57M0.02%+10,315Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 26,987 shares; 2025Q1: 29,118 shares; 2025Q2: 28,476 shares; 2025Q3: 27,993 shares; 2025Q4: 55,734 shares; 2026Q1: 76,351 shares 76,351$3.5M0.02%+20,617Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,734 shares; 2025Q1: 3,623 shares; 2025Q2: 3,592 shares; 2025Q3: 3,521 shares; 2025Q4: 3,407 shares; 2026Q1: 3,551 shares 3,551$3.48M0.02%+144Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,459 shares; 2025Q1: 4,079 shares; 2025Q2: 3,417 shares; 2025Q3: 3,088 shares; 2025Q4: 2,988 shares; 2026Q1: 23,636 shares 23,636$3.45M0.02%+20,648Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,935 shares 97,935$3.43M0.02%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,605 shares; 2024Q4: 52,707 shares; 2025Q1: 58,566 shares; 2025Q2: 47,148 shares; 2025Q3: 55,794 shares; 2025Q4: 54,081 shares; 2026Q1: 65,699 shares 65,699$3.38M0.02%+11,618Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,132 shares; 2024Q4: 83,867 shares; 2025Q1: 72,147 shares; 2025Q2: 75,007 shares; 2025Q3: 79,994 shares; 2025Q4: 78,059 shares; 2026Q1: 79,230 shares 79,230$3.37M0.02%+1,171Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,180 shares 14,180$3.37M0.02%newTimeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,443 shares; 2024Q4: 8,638 shares; 2025Q1: 8,343 shares; 2025Q2: 7,490 shares; 2025Q3: 6,932 shares; 2025Q4: 6,999 shares; 2026Q1: 7,535 shares 7,535$3.36M0.02%+536Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,194 shares; 2024Q4: 22,702 shares; 2025Q1: 22,559 shares; 2025Q2: 22,492 shares; 2025Q3: 22,328 shares; 2025Q4: 22,076 shares; 2026Q1: 22,823 shares 22,823$3.34M0.02%+747Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,119 shares; 2024Q4: 51,955 shares; 2025Q1: 49,751 shares; 2025Q2: 48,274 shares; 2025Q3: 48,274 shares; 2025Q4: 44,951 shares; 2026Q1: 42,389 shares 42,389$3.33M0.02%-2,562Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,711 shares; 2025Q1: 1,953 shares; 2025Q2: 2,068 shares; 2025Q3: 2,327 shares; 2025Q4: 2,121 shares; 2026Q1: 2,874 shares 2,874$3.33M0.02%+753Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,776 shares; 2024Q4: 57,131 shares; 2025Q1: 57,231 shares; 2025Q2: 55,135 shares; 2025Q3: 67,981 shares; 2025Q4: 112,762 shares; 2026Q1: 139,657 shares 139,657$3.33M0.02%+26,895Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,502 shares; 2025Q1: 38,950 shares; 2025Q2: 38,950 shares; 2025Q3: 38,693 shares; 2025Q4: 29,901 shares; 2026Q1: 29,422 shares 29,422$3.32M0.02%-479Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,034 shares; 2024Q4: 26,094 shares; 2025Q1: 32,024 shares; 2025Q2: 32,300 shares; 2025Q3: 32,607 shares; 2025Q4: 37,927 shares; 2026Q1: 40,013 shares 40,013$3.3M0.02%+2,086Timeline
VTWGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 13,449 shares; 2025Q1: 14,160 shares; 2025Q2: 14,253 shares; 2025Q3: 13,459 shares; 2025Q4: 14,619 shares; 2026Q1: 14,405 shares 14,405$3.3M0.02%-214Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 26,645 shares; 2025Q1: 30,245 shares; 2025Q2: 30,838 shares; 2025Q3: 39,982 shares; 2025Q4: 31,623 shares; 2026Q1: 31,632 shares 31,632$3.28M0.02%+9Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,202 shares; 2024Q4: 26,459 shares; 2025Q1: 26,295 shares; 2025Q2: 29,388 shares; 2025Q3: 29,107 shares; 2025Q4: 27,884 shares; 2026Q1: 28,378 shares 28,378$3.28M0.02%+494Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,377 shares; 2025Q1: 4,446 shares; 2025Q2: 4,533 shares; 2025Q3: 4,741 shares; 2025Q4: 10,761 shares; 2026Q1: 10,397 shares 10,397$3.27M0.02%-364Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,632 shares; 2024Q4: 30,177 shares; 2025Q1: 29,922 shares; 2025Q2: 29,112 shares; 2025Q3: 28,475 shares; 2025Q4: 27,155 shares; 2026Q1: 32,138 shares 32,138$3.23M0.02%+4,983Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,213 shares; 2024Q4: 128,328 shares; 2025Q1: 129,542 shares; 2025Q2: 136,801 shares; 2025Q3: 147,726 shares; 2025Q4: 131,163 shares; 2026Q1: 87,179 shares 87,179$3.22M0.02%-43,984Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,057 shares; 2024Q4: 17,215 shares; 2025Q1: 17,039 shares; 2025Q2: 16,619 shares; 2025Q3: 16,629 shares; 2025Q4: 17,850 shares; 2026Q1: 17,720 shares 17,720$3.19M0.02%-130Timeline
QQNITY ELECTRONICS INCQuarterly 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: 22,519 shares; 2026Q1: 27,367 shares 27,367$3.16M0.02%+4,848Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,502 shares; 2025Q1: 4,557 shares; 2025Q2: 4,536 shares; 2025Q3: 4,531 shares; 2025Q4: 10,533 shares; 2026Q1: 9,480 shares 9,480$3.14M0.02%-1,053Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,448 shares; 2025Q1: 6,937 shares; 2025Q2: 16,465 shares; 2025Q3: 16,576 shares; 2025Q4: 14,317 shares; 2026Q1: 13,954 shares 13,954$3.13M0.02%-363Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 10,198 shares; 2025Q1: 14,440 shares; 2025Q2: 15,072 shares; 2025Q3: 15,636 shares; 2025Q4: 18,054 shares; 2026Q1: 32,875 shares 32,875$3.12M0.02%+14,821Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,549 shares; 2024Q4: 41,643 shares; 2025Q1: 39,174 shares; 2025Q2: 37,770 shares; 2025Q3: 35,428 shares; 2025Q4: 35,131 shares; 2026Q1: 38,947 shares 38,947$3.12M0.02%+3,816Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,602 shares; 2024Q4: 35,741 shares; 2025Q1: 36,104 shares; 2025Q2: 33,022 shares; 2025Q3: 35,105 shares; 2025Q4: 35,014 shares; 2026Q1: 37,840 shares 37,840$3.1M0.02%+2,826Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,491 shares; 2025Q1: 12,326 shares; 2025Q2: 13,766 shares; 2025Q3: 14,741 shares; 2025Q4: 13,424 shares; 2026Q1: 8,986 shares 8,986$3.08M0.01%-4,438Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 14,540 shares; 2025Q1: 55,600 shares; 2025Q2: 50,482 shares; 2025Q3: 51,906 shares; 2025Q4: 37,659 shares; 2026Q1: 32,848 shares 32,848$3.07M0.01%-4,811Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,377 shares; 2024Q4: 74,991 shares; 2025Q1: 74,514 shares; 2025Q2: 72,023 shares; 2025Q3: 71,687 shares; 2025Q4: 71,677 shares; 2026Q1: 71,220 shares 71,220$3.07M0.01%-457Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly 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: 78,672 shares 78,672$3.07M0.01%newTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,302 shares; 2024Q4: 40,594 shares; 2025Q1: 36,953 shares; 2025Q2: 36,447 shares; 2025Q3: 38,841 shares; 2025Q4: 41,109 shares; 2026Q1: 42,459 shares 42,459$3.05M0.01%+1,350Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,928 shares; 2024Q4: 21,666 shares; 2025Q1: 19,301 shares; 2025Q2: 16,878 shares; 2025Q3: 16,473 shares; 2025Q4: 13,565 shares; 2026Q1: 15,262 shares 15,262$3.01M0.01%+1,697Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,910 shares; 2024Q4: 28,912 shares; 2025Q1: 28,825 shares; 2025Q2: 28,283 shares; 2025Q3: 31,772 shares; 2025Q4: 31,696 shares; 2026Q1: 44,847 shares 44,847$2.98M0.01%+13,151Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 32,930 shares; 2025Q1: 31,631 shares; 2025Q2: 28,673 shares; 2025Q3: 28,181 shares; 2025Q4: 28,313 shares; 2026Q1: 32,616 shares 32,616$2.97M0.01%+4,303Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,481 shares; 2025Q1: 6,408 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares; 2025Q4: 8,362 shares; 2026Q1: 8,287 shares 8,287$2.93M0.01%-75Timeline
EPCEDGEWELL PERSONAL CARE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,273 shares; 2024Q4: 142,973 shares; 2025Q1: 142,713 shares; 2025Q2: 142,038 shares; 2025Q3: 139,765 shares; 2025Q4: 136,588 shares; 2026Q1: 136,588 shares 136,588$2.91M0.01%0Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 45,801 shares; 2025Q1: 47,301 shares; 2025Q2: 47,506 shares; 2025Q3: 48,356 shares; 2025Q4: 48,151 shares; 2026Q1: 49,253 shares 49,253$2.9M0.01%+1,102Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 14,064 shares; 2025Q1: 13,242 shares; 2025Q2: 11,567 shares; 2025Q3: 11,559 shares; 2025Q4: 9,188 shares; 2026Q1: 10,544 shares 10,544$2.89M0.01%+1,356Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,370 shares; 2024Q4: 8,845 shares; 2025Q1: 7,855 shares; 2025Q2: 10,970 shares; 2025Q3: 11,580 shares; 2025Q4: 25,246 shares; 2026Q1: 38,410 shares 38,410$2.87M0.01%+13,164Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 6,643 shares; 2025Q1: 6,859 shares; 2025Q2: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 7,339 shares; 2026Q1: 36,061 shares 36,061$2.87M0.01%+28,722Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,546 shares; 2025Q1: 16,507 shares; 2025Q2: 8,699 shares; 2025Q3: 9,056 shares; 2025Q4: 8,964 shares; 2026Q1: 9,007 shares 9,007$2.86M0.01%+43Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 9,604 shares; 2025Q1: 43,824 shares; 2025Q2: 47,574 shares; 2025Q3: 34,995 shares; 2025Q4: 35,195 shares; 2026Q1: 36,796 shares 36,796$2.84M0.01%+1,601Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,039 shares; 2024Q4: 30,563 shares; 2025Q1: 28,625 shares; 2025Q2: 29,005 shares; 2025Q3: 34,036 shares; 2025Q4: 34,702 shares; 2026Q1: 39,067 shares 39,067$2.83M0.01%+4,365Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,598 shares; 2025Q1: 6,040 shares; 2025Q2: 6,478 shares; 2025Q3: 5,409 shares; 2025Q4: 6,378 shares; 2026Q1: 30,212 shares 30,212$2.82M0.01%+23,834Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,235 shares; 2024Q4: 25,584 shares; 2025Q1: 25,507 shares; 2025Q2: 22,567 shares; 2025Q3: 21,605 shares; 2025Q4: 20,735 shares; 2026Q1: 21,212 shares 21,212$2.81M0.01%+477Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 15,092 shares; 2025Q3: 15,092 shares; 2025Q4: 8,711 shares; 2026Q1: 8,142 shares 8,142$2.8M0.01%-569Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,270 shares; 2025Q1: 5,237 shares; 2025Q2: 5,287 shares; 2025Q3: 4,741 shares; 2025Q4: 4,713 shares; 2026Q1: 27,144 shares 27,144$2.79M0.01%+22,431Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly 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: 82,012 shares 82,012$2.78M0.01%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,073 shares; 2025Q1: 4,021 shares; 2025Q2: 4,021 shares; 2025Q3: 6,658 shares; 2025Q4: 6,690 shares; 2026Q1: 7,080 shares 7,080$2.77M0.01%+390Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,028 shares 14,028$2.77M0.01%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,609 shares; 2024Q4: 23,058 shares; 2025Q1: 21,941 shares; 2025Q2: 32,868 shares; 2025Q3: 33,532 shares; 2025Q4: 33,382 shares; 2026Q1: 38,176 shares 38,176$2.77M0.01%+4,794Timeline
GMFSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,509 shares; 2024Q4: 21,469 shares; 2025Q1: 20,953 shares; 2025Q2: 20,953 shares; 2025Q3: 20,766 shares; 2025Q4: 20,456 shares; 2026Q1: 20,294 shares 20,294$2.76M0.01%-162Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,783 shares; 2024Q4: 13,545 shares; 2025Q1: 12,860 shares; 2025Q2: 13,030 shares; 2025Q3: 12,754 shares; 2025Q4: 13,000 shares; 2026Q1: 17,020 shares 17,020$2.75M0.01%+4,020Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 20,291 shares; 2025Q1: 20,091 shares; 2025Q2: 20,091 shares; 2025Q3: 20,209 shares; 2025Q4: 20,023 shares; 2026Q1: 20,423 shares 20,423$2.75M0.01%+400Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 26,616 shares; 2025Q1: 25,586 shares; 2025Q2: 19,687 shares; 2025Q3: 18,366 shares; 2025Q4: 18,284 shares; 2026Q1: 19,099 shares 19,099$2.74M0.01%+815Timeline
ENRENERGIZER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,632 shares; 2024Q4: 173,632 shares; 2025Q1: 172,810 shares; 2025Q2: 167,419 shares; 2025Q3: 168,887 shares; 2025Q4: 167,619 shares; 2026Q1: 166,569 shares 166,569$2.74M0.01%-1,050Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 8,718 shares; 2025Q1: 7,992 shares; 2025Q2: 7,884 shares; 2025Q3: 7,836 shares; 2025Q4: 7,522 shares; 2026Q1: 7,488 shares 7,488$2.69M0.01%-34Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,295 shares; 2025Q1: 28,648 shares; 2025Q2: 27,899 shares; 2025Q3: 28,939 shares; 2025Q4: 29,254 shares; 2026Q1: 33,540 shares 33,540$2.69M0.01%+4,286Timeline
CMRCCOMMERCE.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 608,841 shares; 2025Q4: 566,591 shares; 2026Q1: 1,000,000 shares 1,000,000$2.67M0.01%+433,409Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,836 shares; 2024Q4: 367,365 shares; 2025Q1: 360,843 shares; 2025Q2: 279,584 shares; 2025Q3: 271,455 shares; 2025Q4: 191,358 shares; 2026Q1: 138,789 shares 138,789$2.67M0.01%-52,569Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 22,845 shares; 2025Q1: 20,194 shares; 2025Q2: 18,062 shares; 2025Q3: 18,087 shares; 2025Q4: 16,420 shares; 2026Q1: 17,651 shares 17,651$2.64M0.01%+1,231Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,975 shares; 2024Q4: 115,952 shares; 2025Q1: 115,935 shares; 2025Q2: 115,789 shares; 2025Q3: 113,107 shares; 2025Q4: 111,978 shares; 2026Q1: 111,654 shares 111,654$2.64M0.01%-324Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,887 shares; 2025Q1: 13,192 shares; 2025Q2: 13,502 shares; 2025Q3: 14,717 shares; 2025Q4: 12,698 shares; 2026Q1: 12,245 shares 12,245$2.57M0.01%-453Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,258 shares; 2025Q1: 6,218 shares; 2025Q2: 5,923 shares; 2025Q3: 5,594 shares; 2025Q4: 13,275 shares; 2026Q1: 14,606 shares 14,606$2.57M0.01%+1,331Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: 14,770 shares; 2025Q1: 13,636 shares; 2025Q2: 12,275 shares; 2025Q3: 12,142 shares; 2025Q4: 12,123 shares; 2026Q1: 26,767 shares 26,767$2.57M0.01%+14,644Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 14,943 shares; 2025Q1: 14,943 shares; 2025Q2: 15,436 shares; 2025Q3: 15,625 shares; 2025Q4: 15,617 shares; 2026Q1: 25,947 shares 25,947$2.54M0.01%+10,330Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 35,182 shares; 2025Q1: 32,606 shares; 2025Q2: 25,221 shares; 2025Q3: 25,226 shares; 2025Q4: 20,161 shares; 2026Q1: 17,240 shares 17,240$2.52M0.01%-2,921Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 9,455 shares; 2025Q2: 9,519 shares; 2025Q3: 44,683 shares; 2025Q4: 63,691 shares; 2026Q1: 69,399 shares 69,399$2.51M0.01%+5,708Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 33,410 shares; 2025Q1: 12,469 shares; 2025Q2: 17,050 shares; 2025Q3: 20,151 shares; 2025Q4: 19,906 shares; 2026Q1: 21,641 shares 21,641$2.47M0.01%+1,735Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,883 shares; 2025Q3: 32,355 shares; 2025Q4: 34,667 shares; 2026Q1: 48,508 shares 48,508$2.46M0.01%+13,841Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,079 shares; 2024Q4: 72,012 shares; 2025Q1: 74,704 shares; 2025Q2: 68,322 shares; 2025Q3: 67,806 shares; 2025Q4: 55,755 shares; 2026Q1: 52,439 shares 52,439$2.46M0.01%-3,316Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,171 shares; 2025Q3: 5,246 shares; 2025Q4: 5,510 shares; 2026Q1: 5,779 shares 5,779$2.45M0.01%+269Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 34,535 shares; 2025Q1: 33,185 shares; 2025Q2: 31,357 shares; 2025Q3: 29,078 shares; 2025Q4: 28,815 shares; 2026Q1: 27,705 shares 27,705$2.45M0.01%-1,110Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,070 shares; 2024Q4: 57,282 shares; 2025Q1: 51,129 shares; 2025Q2: 51,207 shares; 2025Q3: 30,044 shares; 2025Q4: 29,617 shares; 2026Q1: 20,753 shares 20,753$2.44M0.01%-8,864Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 3,578 shares; 2025Q3: 3,578 shares; 2025Q4: 3,364 shares; 2026Q1: 11,122 shares 11,122$2.43M0.01%+7,758Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 20,816 shares; 2025Q1: 20,799 shares; 2025Q2: 20,685 shares; 2025Q3: 20,685 shares; 2025Q4: 20,685 shares; 2026Q1: 20,737 shares 20,737$2.43M0.01%+52Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,717 shares; 2024Q4: 35,604 shares; 2025Q1: 13,651 shares; 2025Q2: 12,388 shares; 2025Q3: 12,312 shares; 2025Q4: 12,630 shares; 2026Q1: 20,050 shares 20,050$2.43M0.01%+7,420Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,298 shares; 2024Q4: 53,602 shares; 2025Q1: 52,394 shares; 2025Q2: 46,292 shares; 2025Q3: 46,516 shares; 2025Q4: 36,153 shares; 2026Q1: 52,875 shares 52,875$2.42M0.01%+16,722Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares; 2026Q1: 18,295 shares 18,295$2.42M0.01%+15Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 24,881 shares; 2025Q1: 20,932 shares; 2025Q2: 18,619 shares; 2025Q3: 18,074 shares; 2025Q4: 17,632 shares; 2026Q1: 20,516 shares 20,516$2.41M0.01%+2,884Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,613 shares; 2025Q1: 2,579 shares; 2025Q2: 2,635 shares; 2025Q3: 2,597 shares; 2025Q4: 2,631 shares; 2026Q1: 3,311 shares 3,311$2.41M0.01%+680Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 20,755 shares; 2025Q1: 26,532 shares; 2025Q2: 23,161 shares; 2025Q3: 23,567 shares; 2025Q4: 20,868 shares; 2026Q1: 20,411 shares 20,411$2.41M0.01%-457Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,963 shares; 2024Q4: 43,742 shares; 2025Q1: 43,843 shares; 2025Q2: 45,771 shares; 2025Q3: 47,401 shares; 2025Q4: 87,009 shares; 2026Q1: 87,563 shares 87,563$2.4M0.01%+554Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,364 shares; 2024Q4: 13,361 shares; 2025Q1: 8,668 shares; 2025Q2: 8,813 shares; 2025Q3: 7,023 shares; 2025Q4: 19,659 shares; 2026Q1: 48,534 shares 48,534$2.4M0.01%+28,875Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR26,906$2.47Mshares
ONONON HLDG AG40,157$1.87Mshares
SMCISUPER MICRO COMPUTER INC61,847$1.81Mshares
EXASEXACT SCIENCES CORP13,924$1.41Mshares
CMACOMERICA INC12,003$1.04Mshares
SLGNSILGAN HLDGS INC13,660$551Kshares
ACWXISHARES TR8,013$538Kshares
ADCAGREE RLTY CORP5,824$420Kshares
DAYDAYFORCE INC6,033$417Kshares
PNFPPINNACLE FINANCIAL PARTNERS4,210$402Kshares
CADECADENCE BANK9,077$389Kshares
INSPINSPIRE MED SYS INC3,888$359Kshares
RELXRELX PLC8,732$353Kshares
EMLCVANECK ETF TRUST12,347$319Kshares
ZZILLOW GROUP INC4,626$316Kshares
PRIPRIMERICA INC1,196$309Kshares
TTEKTETRA TECH INC NEW9,191$308Kshares
PIPRPIPER SANDLER COS904$307Kshares
LADLITHIA MTRS INC916$304Kshares
SPMOINVESCO EXCH TRADED FD TR II2,542$303Kshares
QIAGEN N.V.QIAGEN N.V.6,725$302Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF4,311$295Kshares
SCMBSCHWAB STRATEGIC TR11,340$292Kshares
AYIACUITY INC790$284Kshares
THOTHOR INDS INC2,563$263Kshares
OLEDUNIVERSAL DISPLAY CORP2,225$260Kshares
LEUCENTRUS ENERGY CORP1,022$248Kshares
PBWINVESCO EXCHANGE TRADED FD T7,929$242Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM15,819$233Kshares
SESEA LTD1,795$229Kshares
BEPCBROOKFIELD RENEWABLE CORP5,894$226Kshares
PAYCPAYCOM SOFTWARE INC1,401$223Kshares
INVHINVITATION HOMES INC7,962$221Kshares
DOCSDOXIMITY INC4,912$218Kshares
LZBLA Z BOY INC5,679$212Kshares
RACEFERRARI N V571$211Kshares
ROKUROKU INC1,920$208Kshares
ERTHINVESCO EXCHANGE TRADED FD T4,401$208Kshares
PACSPACS GROUP INC5,400$207Kshares
QRVOQORVO INC2,452$207Kshares
MHKMOHAWK INDS INC1,881$206Kshares
NEOGNEOGEN CORP29,262$205Kshares
TCHPT ROWE PRICE EXCHANGE-TRADED4,083$204Kshares
NGLNGL ENERGY PARTNERS LP19,221$192Kshares
CRVSCORVUS PHARMACEUTICALS INC20,000$154Kshares
BDJBLACKROCK ENHANCED EQUITY DI13,946$132Kshares
MSOSADVISORSHARES TR26,000$123Kshares
AMCOR PLCAMCOR PLC13,979$117Kshares
PXLWPIXELWORKS INC10,734$68.3Kshares
TELFYTELEFONICA SA-SPON ADR10,807$43.8Kshares
MMLPMARTIN MIDSTREAM PRTNRS L P10,844$28.3Kshares
SLQTSELECTQUOTE INC12,641$17.8Kshares
BRCCBRC INC12,309$13.7Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001009076-26-000006 base2026-05-11acceptance time not in the bulk data set