MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,613 shares; 2024Q4: 363,301 shares; 2025Q1: 379,937 shares; 2025Q2: 498,408 shares; 2025Q3: 523,662 shares; 2025Q4: 521,648 shares; 2026Q1: 484,587 shares 484,587 $179M 3.2% -37,061 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,583 shares; 2024Q4: 304,332 shares; 2025Q1: 380,576 shares; 2025Q2: 595,246 shares; 2025Q3: 629,928 shares; 2025Q4: 629,777 shares; 2026Q1: 669,941 shares 669,941 $170M 3.03% +40,164 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,815 shares; 2024Q4: 329,363 shares; 2025Q1: 364,999 shares; 2025Q2: 648,846 shares; 2025Q3: 732,428 shares; 2025Q4: 754,550 shares; 2026Q1: 791,005 shares 791,005 $138M 2.46% +36,455 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,492 shares; 2024Q4: 384,693 shares; 2025Q1: 369,564 shares; 2025Q2: 418,370 shares; 2025Q3: 412,556 shares; 2025Q4: 411,240 shares; 2026Q1: 407,680 shares 407,680 $120M 2.14% -3,560 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,698 shares; 2024Q4: 351,972 shares; 2025Q1: 368,805 shares; 2025Q2: 425,946 shares; 2025Q3: 403,333 shares; 2025Q4: 403,092 shares; 2026Q1: 397,433 shares 397,433 $114M 2.04% -5,659 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,450 shares; 2024Q4: 481,160 shares; 2025Q1: 504,052 shares; 2025Q2: 562,665 shares; 2025Q3: 559,657 shares; 2025Q4: 552,046 shares; 2026Q1: 537,040 shares 537,040 $112M 2% -15,006 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,830 shares; 2024Q4: 202,164 shares; 2025Q1: 246,055 shares; 2025Q2: 433,613 shares; 2025Q3: 576,204 shares; 2025Q4: 718,628 shares; 2026Q1: 1,195,796 shares 1,195,796 $108M 1.93% +477,168 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318,268 shares; 2024Q4: 3,830,772 shares; 2025Q1: 3,838,149 shares; 2025Q2: 3,679,430 shares; 2025Q3: 3,601,795 shares; 2025Q4: 3,561,826 shares; 2026Q1: 3,627,186 shares 3,627,186 $93M 1.66% +65,360 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,555 shares; 2024Q4: 124,312 shares; 2025Q1: 103,687 shares; 2025Q2: 131,465 shares; 2025Q3: 128,483 shares; 2025Q4: 134,921 shares; 2026Q1: 139,538 shares 139,538 $91.1M 1.63% +4,617 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,157 shares; 2024Q4: 126,614 shares; 2025Q1: 94,659 shares; 2025Q2: 158,035 shares; 2025Q3: 116,586 shares; 2025Q4: 115,073 shares; 2026Q1: 119,642 shares 119,642 $78M 1.39% +4,569 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,738 shares; 2024Q4: 329,520 shares; 2025Q1: 310,571 shares; 2025Q2: 342,832 shares; 2025Q3: 315,119 shares; 2025Q4: 274,586 shares; 2026Q1: 258,175 shares 258,175 $74.1M 1.32% -16,411 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,284 shares; 2024Q4: 280,835 shares; 2025Q1: 253,651 shares; 2025Q2: 267,059 shares; 2025Q3: 261,488 shares; 2025Q4: 255,393 shares; 2026Q1: 244,467 shares 244,467 $73.9M 1.32% -10,926 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,230 shares; 2024Q4: 229,382 shares; 2025Q1: 248,604 shares; 2025Q2: 286,522 shares; 2025Q3: 294,761 shares; 2025Q4: 292,398 shares; 2026Q1: 298,156 shares 298,156 $64.4M 1.15% +5,758 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 36,466 shares; 2025Q1: 38,680 shares; 2025Q2: 59,115 shares; 2025Q3: 59,154 shares; 2025Q4: 60,060 shares; 2026Q1: 66,573 shares 66,573 $61.2M 1.09% +6,513 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,845 shares; 2024Q4: 14,516 shares; 2025Q1: 59,649 shares; 2025Q2: 87,319 shares; 2025Q3: 114,633 shares; 2025Q4: 167,435 shares; 2026Q1: 194,361 shares 194,361 $60.2M 1.07% +26,926 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,482 shares; 2024Q4: 212,044 shares; 2025Q1: 326,801 shares; 2025Q2: 392,788 shares; 2025Q3: 390,423 shares; 2025Q4: 443,222 shares; 2026Q1: 443,638 shares 443,638 $53.7M 0.96% +416 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,689 shares; 2024Q4: 420,299 shares; 2025Q1: 382,242 shares; 2025Q2: 411,866 shares; 2025Q3: 365,347 shares; 2025Q4: 355,861 shares; 2026Q1: 335,408 shares 335,408 $53.6M 0.96% -20,453 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,226 shares; 2024Q4: 221,914 shares; 2025Q1: 244,074 shares; 2025Q2: 265,330 shares; 2025Q3: 242,371 shares; 2025Q4: 281,575 shares; 2026Q1: 280,064 shares 280,064 $53.2M 0.95% -1,511 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,780 shares; 2024Q4: 42,981 shares; 2025Q1: 52,382 shares; 2025Q2: 90,976 shares; 2025Q3: 92,632 shares; 2025Q4: 97,402 shares; 2026Q1: 105,499 shares 105,499 $50.6M 0.9% +8,097 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,484 shares; 2024Q4: 308,533 shares; 2025Q1: 452,838 shares; 2025Q2: 460,446 shares; 2025Q3: 409,980 shares; 2025Q4: 399,700 shares; 2026Q1: 412,543 shares 412,543 $48.9M 0.87% +12,843 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 48,721 shares; 2025Q3: 112,122 shares; 2025Q4: 114,030 shares; 2026Q1: 110,693 shares 110,693 $47.6M 0.85% -3,337 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 8,031 shares; 2025Q1: 5,406 shares; 2025Q2: 40,549 shares; 2025Q3: 63,473 shares; 2025Q4: 65,711 shares; 2026Q1: 81,360 shares 81,360 $46.5M 0.83% +15,649 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,848 shares; 2025Q2: 87,889 shares; 2025Q3: 185,093 shares; 2025Q4: 310,799 shares; 2026Q1: 449,471 shares 449,471 $46M 0.82% +138,672 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,682 shares; 2024Q4: 135,018 shares; 2025Q1: 170,703 shares; 2025Q2: 208,534 shares; 2025Q3: 229,758 shares; 2025Q4: 221,842 shares; 2026Q1: 231,689 shares 231,689 $44.7M 0.8% +9,847 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,231 shares; 2025Q2: 57,042 shares; 2025Q3: 135,752 shares; 2025Q4: 215,771 shares; 2026Q1: 280,491 shares 280,491 $43.5M 0.78% +64,720 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229,155 shares; 2025Q3: 3,365,764 shares; 2025Q4: 3,365,870 shares; 2026Q1: 5,872,216 shares 5,872,216 $40.8M 0.73% +2,506,346 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 35,183 shares; 2025Q1: 36,951 shares; 2025Q2: 38,923 shares; 2025Q3: 38,775 shares; 2025Q4: 35,548 shares; 2026Q1: 36,275 shares 36,275 $39.7M 0.71% +727 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,215 shares; 2024Q4: 151,649 shares; 2025Q1: 152,077 shares; 2025Q2: 161,946 shares; 2025Q3: 160,409 shares; 2025Q4: 156,292 shares; 2026Q1: 146,156 shares 146,156 $39M 0.7% -10,136 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,855 shares; 2024Q4: 197,484 shares; 2025Q1: 182,823 shares; 2025Q2: 341,496 shares; 2025Q3: 338,025 shares; 2025Q4: 368,638 shares; 2026Q1: 380,408 shares 380,408 $36.9M 0.66% +11,770 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,245 shares; 2024Q4: 10,841 shares; 2025Q1: 10,194 shares; 2025Q2: 9,880 shares; 2025Q3: 9,545 shares; 2025Q4: 9,437 shares; 2026Q1: 8,774 shares 8,774 $36.9M 0.66% -663 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,405 shares; 2024Q4: 89,266 shares; 2025Q1: 88,290 shares; 2025Q2: 84,890 shares; 2025Q3: 62,169 shares; 2025Q4: 55,322 shares; 2026Q1: 53,497 shares 53,497 $36.4M 0.65% -1,825 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,612 shares; 2024Q4: 208,544 shares; 2025Q1: 174,736 shares; 2025Q2: 250,409 shares; 2025Q3: 246,639 shares; 2025Q4: 234,634 shares; 2026Q1: 251,277 shares 251,277 $36.3M 0.65% +16,643 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,838 shares; 2024Q4: 781,311 shares; 2025Q1: 492,509 shares; 2025Q2: 493,639 shares; 2025Q3: 457,035 shares; 2025Q4: 430,405 shares; 2026Q1: 436,635 shares 436,635 $36.1M 0.64% +6,230 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,298 shares; 2025Q1: not reported; 2025Q2: 568,913 shares; 2025Q3: 719,314 shares; 2025Q4: 721,738 shares; 2026Q1: 664,645 shares 664,645 $35.8M 0.64% -57,093 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,609 shares; 2024Q4: 68,012 shares; 2025Q1: 66,122 shares; 2025Q2: 65,369 shares; 2025Q3: 63,795 shares; 2025Q4: 61,015 shares; 2026Q1: 104,809 shares 104,809 $35.8M 0.64% +43,794 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,766 shares; 2025Q3: 490,967 shares; 2025Q4: 504,860 shares; 2026Q1: 674,922 shares 674,922 $34.4M 0.61% +170,062 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 107,939 shares; 2025Q1: 140,712 shares; 2025Q2: 175,807 shares; 2025Q3: 193,435 shares; 2025Q4: 202,557 shares; 2026Q1: 201,120 shares 201,120 $33.5M 0.6% -1,437 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 7,070 shares; 2025Q1: 9,523 shares; 2025Q2: 31,645 shares; 2025Q3: 36,272 shares; 2025Q4: 39,642 shares; 2026Q1: 57,201 shares 57,201 $32.1M 0.57% +17,559 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,069 shares; 2024Q4: 109,555 shares; 2025Q1: 115,459 shares; 2025Q2: 135,615 shares; 2025Q3: 127,948 shares; 2025Q4: 128,339 shares; 2026Q1: 99,558 shares 99,558 $31.7M 0.56% -28,781 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,185 shares; 2024Q4: 4,209 shares; 2025Q1: 45,121 shares; 2025Q2: 108,354 shares; 2025Q3: 211,132 shares; 2025Q4: 303,994 shares; 2026Q1: 444,396 shares 444,396 $31M 0.55% +140,402 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,127 shares; 2024Q4: 228,487 shares; 2025Q1: 197,505 shares; 2025Q2: 227,334 shares; 2025Q3: 220,534 shares; 2025Q4: 217,090 shares; 2026Q1: 188,198 shares 188,198 $30.2M 0.54% -28,892 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,658 shares; 2024Q4: 92,737 shares; 2025Q1: 93,639 shares; 2025Q2: 101,458 shares; 2025Q3: 91,574 shares; 2025Q4: 89,456 shares; 2026Q1: 145,006 shares 145,006 $30M 0.54% +55,550 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,727 shares; 2024Q4: 139,238 shares; 2025Q1: 217,143 shares; 2025Q2: 290,672 shares; 2025Q3: 273,341 shares; 2025Q4: 278,501 shares; 2026Q1: 281,034 shares 281,034 $29.8M 0.53% +2,533 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 26,937 shares; 2025Q1: 40,638 shares; 2025Q2: 50,150 shares; 2025Q3: 48,140 shares; 2025Q4: 56,119 shares; 2026Q1: 60,146 shares 60,146 $29.5M 0.53% +4,027 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,197 shares; 2024Q4: 1,117,696 shares; 2025Q1: 1,280,339 shares; 2025Q2: 1,274,360 shares; 2025Q3: 1,190,224 shares; 2025Q4: 1,214,200 shares; 2026Q1: 1,182,692 shares 1,182,692 $29.3M 0.52% -31,508 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,136 shares; 2025Q1: 22,097 shares; 2025Q2: 29,782 shares; 2025Q3: 30,009 shares; 2025Q4: 31,360 shares; 2026Q1: 30,414 shares 30,414 $29.2M 0.52% -946 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,641 shares; 2024Q4: 90,165 shares; 2025Q1: 99,161 shares; 2025Q2: 95,186 shares; 2025Q3: 107,460 shares; 2025Q4: 102,568 shares; 2026Q1: 72,033 shares 72,033 $28.6M 0.51% -30,535 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 14,996 shares; 2025Q1: 18,555 shares; 2025Q2: 22,154 shares; 2025Q3: 25,164 shares; 2025Q4: 23,379 shares; 2026Q1: 26,181 shares 26,181 $27.9M 0.5% +2,802 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,650 shares; 2024Q4: 62,183 shares; 2025Q1: 79,290 shares; 2025Q2: 106,549 shares; 2025Q3: 105,594 shares; 2025Q4: 105,848 shares; 2026Q1: 114,864 shares 114,864 $27.8M 0.5% +9,016 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,656 shares; 2024Q4: 405,411 shares; 2025Q1: 387,038 shares; 2025Q2: 428,874 shares; 2025Q3: 404,391 shares; 2025Q4: 394,785 shares; 2026Q1: 350,375 shares 350,375 $27.6M 0.49% -44,410 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,631 shares; 2024Q4: 57,390 shares; 2025Q1: 25,620 shares; 2025Q2: 22,345 shares; 2025Q3: 28,135 shares; 2025Q4: 32,996 shares; 2026Q1: 135,454 shares 135,454 $27.6M 0.49% +102,458 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,944 shares; 2024Q4: 59,685 shares; 2025Q1: 56,544 shares; 2025Q2: 79,596 shares; 2025Q3: 81,776 shares; 2025Q4: 80,247 shares; 2026Q1: 83,583 shares 83,583 $27.5M 0.49% +3,336 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,083 shares; 2024Q4: 84,934 shares; 2025Q1: 92,945 shares; 2025Q2: 131,149 shares; 2025Q3: 134,091 shares; 2025Q4: 128,247 shares; 2026Q1: 110,740 shares 110,740 $27.1M 0.48% -17,507 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,905 shares; 2024Q4: 52,830 shares; 2025Q1: 52,222 shares; 2025Q2: 53,111 shares; 2025Q3: 51,536 shares; 2025Q4: 49,778 shares; 2026Q1: 49,486 shares 49,486 $26.9M 0.48% -292 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,849 shares; 2024Q4: 244,282 shares; 2025Q1: 175,859 shares; 2025Q2: 212,258 shares; 2025Q3: 199,534 shares; 2025Q4: 221,700 shares; 2026Q1: 213,810 shares 213,810 $26.6M 0.47% -7,890 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,788 shares; 2024Q4: 36,766 shares; 2025Q1: 49,939 shares; 2025Q2: 55,548 shares; 2025Q3: 60,765 shares; 2025Q4: 62,082 shares; 2026Q1: 67,973 shares 67,973 $26.5M 0.47% +5,891 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,699 shares; 2024Q4: 159,578 shares; 2025Q1: 345,376 shares; 2025Q2: 443,903 shares; 2025Q3: 433,883 shares; 2025Q4: 515,484 shares; 2026Q1: 706,555 shares 706,555 $25.2M 0.45% +191,071 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,662 shares; 2024Q4: 136,373 shares; 2025Q1: 140,888 shares; 2025Q2: 144,946 shares; 2025Q3: 139,707 shares; 2025Q4: 134,633 shares; 2026Q1: 133,065 shares 133,065 $24.8M 0.44% -1,568 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,489 shares; 2024Q4: 1,026,904 shares; 2025Q1: 932,112 shares; 2025Q2: 916,099 shares; 2025Q3: 871,007 shares; 2025Q4: 859,208 shares; 2026Q1: 798,817 shares 798,817 $24.7M 0.44% -60,391 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,613 shares; 2024Q4: 647,458 shares; 2025Q1: 657,032 shares; 2025Q2: 746,819 shares; 2025Q3: 751,416 shares; 2025Q4: 775,410 shares; 2026Q1: 726,270 shares 726,270 $24.4M 0.43% -49,140 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,604 shares; 2024Q4: 78,561 shares; 2025Q1: 76,139 shares; 2025Q2: 72,894 shares; 2025Q3: 68,356 shares; 2025Q4: 66,985 shares; 2026Q1: 65,655 shares 65,655 $23.9M 0.43% -1,330 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,929 shares; 2024Q4: 114,718 shares; 2025Q1: 112,090 shares; 2025Q2: 103,441 shares; 2025Q3: 71,966 shares; 2025Q4: 62,405 shares; 2026Q1: 60,230 shares 60,230 $23.7M 0.42% -2,175 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,490 shares; 2024Q4: 29,909 shares; 2025Q1: 28,362 shares; 2025Q2: 37,933 shares; 2025Q3: 37,794 shares; 2025Q4: 37,832 shares; 2026Q1: 38,039 shares 38,039 $23.5M 0.42% +207 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,483 shares; 2024Q4: 17,901 shares; 2025Q1: 13,199 shares; 2025Q2: 27,541 shares; 2025Q3: 28,895 shares; 2025Q4: 43,146 shares; 2026Q1: 46,597 shares 46,597 $22.9M 0.41% +3,451 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,394 shares; 2024Q4: 119,576 shares; 2025Q1: 123,401 shares; 2025Q2: 125,303 shares; 2025Q3: 121,399 shares; 2025Q4: 119,004 shares; 2026Q1: 119,084 shares 119,084 $22.6M 0.4% +80 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,406 shares 112,406 $22.2M 0.4% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,895 shares; 2024Q4: 95,326 shares; 2025Q1: 77,788 shares; 2025Q2: 71,988 shares; 2025Q3: 60,917 shares; 2025Q4: 56,497 shares; 2026Q1: 52,107 shares 52,107 $22.2M 0.4% -4,390 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,017 shares; 2024Q4: 465,579 shares; 2025Q1: 529,818 shares; 2025Q2: 534,356 shares; 2025Q3: 516,253 shares; 2025Q4: 492,776 shares; 2026Q1: 487,691 shares 487,691 $22M 0.39% -5,085 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,392 shares; 2024Q4: 83,161 shares; 2025Q1: 84,968 shares; 2025Q2: 87,143 shares; 2025Q3: 84,000 shares; 2025Q4: 82,301 shares; 2026Q1: 82,985 shares 82,985 $22M 0.39% +684 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,701 shares; 2024Q4: 822,539 shares; 2025Q1: 735,185 shares; 2025Q2: 805,953 shares; 2025Q3: 761,106 shares; 2025Q4: 724,612 shares; 2026Q1: 709,219 shares 709,219 $21.8M 0.39% -15,393 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,369 shares; 2024Q4: 253,020 shares; 2025Q1: 256,715 shares; 2025Q2: 262,990 shares; 2025Q3: 298,118 shares; 2025Q4: 291,825 shares; 2026Q1: 321,367 shares 321,367 $21.4M 0.38% +29,542 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518,503 shares; 2024Q4: 619,981 shares; 2025Q1: 646,343 shares; 2025Q2: 747,946 shares; 2025Q3: 645,428 shares; 2025Q4: 1,152,256 shares; 2026Q1: 1,348,371 shares 1,348,371 $21.3M 0.38% +196,115 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,774 shares; 2026Q1: 201,989 shares 201,989 $21.3M 0.38% +82,215 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,795 shares; 2024Q4: 104,150 shares; 2025Q1: 103,939 shares; 2025Q2: 115,342 shares; 2025Q3: 120,439 shares; 2025Q4: 112,112 shares; 2026Q1: 62,153 shares 62,153 $21.3M 0.38% -49,959 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358,035 shares; 2025Q3: 368,482 shares; 2025Q4: 364,524 shares; 2026Q1: 367,305 shares 367,305 $21M 0.37% +2,781 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293,826 shares; 2025Q2: 321,421 shares; 2025Q3: 314,759 shares; 2025Q4: 311,135 shares; 2026Q1: 315,368 shares 315,368 $20.5M 0.37% +4,233 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,435 shares; 2024Q4: 88,573 shares; 2025Q1: 79,279 shares; 2025Q2: 102,789 shares; 2025Q3: 97,632 shares; 2025Q4: 102,095 shares; 2026Q1: 103,971 shares 103,971 $19.7M 0.35% +1,876 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,358 shares; 2024Q4: 79,275 shares; 2025Q1: 63,298 shares; 2025Q2: 87,311 shares; 2025Q3: 88,726 shares; 2025Q4: 86,712 shares; 2026Q1: 87,616 shares 87,616 $18.8M 0.34% +904 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,162 shares; 2024Q4: 50,709 shares; 2025Q1: 36,151 shares; 2025Q2: 78,606 shares; 2025Q3: 84,309 shares; 2025Q4: 83,347 shares; 2026Q1: 86,122 shares 86,122 $18.7M 0.33% +2,775 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,044 shares; 2024Q4: 180,333 shares; 2025Q1: 130,800 shares; 2025Q2: 155,609 shares; 2025Q3: 129,806 shares; 2025Q4: 120,595 shares; 2026Q1: 113,297 shares 113,297 $18.6M 0.33% -7,298 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,689 shares; 2026Q1: 143,846 shares 143,846 $18.4M 0.33% +96,157 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,650 shares; 2024Q4: 72,743 shares; 2025Q1: 73,151 shares; 2025Q2: 76,725 shares; 2025Q3: 74,493 shares; 2025Q4: 72,533 shares; 2026Q1: 72,166 shares 72,166 $18.1M 0.32% -367 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,623 shares; 2024Q4: 39,169 shares; 2025Q1: 29,021 shares; 2025Q2: 37,200 shares; 2025Q3: 37,274 shares; 2025Q4: 35,344 shares; 2026Q1: 35,280 shares 35,280 $17.6M 0.31% -64 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,224 shares; 2024Q4: 336,644 shares; 2025Q1: 226,129 shares; 2025Q2: 284,300 shares; 2025Q3: 275,119 shares; 2025Q4: 288,498 shares; 2026Q1: 260,354 shares 260,354 $17.6M 0.31% -28,144 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,264 shares; 2025Q1: 73,312 shares; 2025Q2: 97,883 shares; 2025Q3: 110,356 shares; 2025Q4: 108,866 shares; 2026Q1: 126,443 shares 126,443 $17.6M 0.31% +17,577 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,125 shares; 2024Q4: 155,054 shares; 2025Q1: 159,262 shares; 2025Q2: 153,929 shares; 2025Q3: 168,657 shares; 2025Q4: 163,595 shares; 2026Q1: 177,367 shares 177,367 $17.5M 0.31% +13,772 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,552 shares; 2024Q4: 76,094 shares; 2025Q1: 73,635 shares; 2025Q2: 61,622 shares; 2025Q3: 59,213 shares; 2025Q4: 57,872 shares; 2026Q1: 58,735 shares 58,735 $17.2M 0.31% +863 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 8,523 shares; 2025Q1: 3,848 shares; 2025Q2: 15,279 shares; 2025Q3: 17,547 shares; 2025Q4: 33,034 shares; 2026Q1: 45,992 shares 45,992 $17.1M 0.3% +12,958 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,115 shares; 2024Q4: 208,275 shares; 2025Q1: 184,592 shares; 2025Q2: 203,575 shares; 2025Q3: 198,648 shares; 2025Q4: 192,709 shares; 2026Q1: 193,059 shares 193,059 $17M 0.3% +350 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,914 shares; 2024Q4: 551,779 shares; 2025Q1: 576,469 shares; 2025Q2: 588,744 shares; 2025Q3: 562,905 shares; 2025Q4: 550,436 shares; 2026Q1: 559,743 shares 559,743 $17M 0.3% +9,307 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,833 shares; 2024Q4: 353,104 shares; 2025Q1: 369,264 shares; 2025Q2: 375,579 shares; 2025Q3: 359,542 shares; 2025Q4: 349,658 shares; 2026Q1: 352,756 shares 352,756 $16.8M 0.3% +3,098 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,821 shares; 2024Q4: 101,199 shares; 2025Q1: 102,051 shares; 2025Q2: 98,561 shares; 2025Q3: 90,101 shares; 2025Q4: 87,370 shares; 2026Q1: 79,837 shares 79,837 $16.5M 0.29% -7,533 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,038 shares; 2024Q4: 132,224 shares; 2025Q1: 133,910 shares; 2025Q2: 135,677 shares; 2025Q3: 131,069 shares; 2025Q4: 127,884 shares; 2026Q1: 128,832 shares 128,832 $16.5M 0.29% +948 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,433 shares; 2024Q4: 23,264 shares; 2025Q1: 20,931 shares; 2025Q2: 25,822 shares; 2025Q3: 25,828 shares; 2025Q4: 23,162 shares; 2026Q1: 23,155 shares 23,155 $16.2M 0.29% -7 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,954 shares; 2024Q4: 30,280 shares; 2025Q1: 60,913 shares; 2025Q2: 34,856 shares; 2025Q3: 35,204 shares; 2025Q4: 34,590 shares; 2026Q1: 37,526 shares 37,526 $16M 0.29% +2,936 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,970 shares; 2024Q4: 160,388 shares; 2025Q1: 130,563 shares; 2025Q2: 117,810 shares; 2025Q3: 105,231 shares; 2025Q4: 96,448 shares; 2026Q1: 79,243 shares 79,243 $15.7M 0.28% -17,205 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,090 shares; 2024Q4: 353,186 shares; 2025Q1: 353,186 shares; 2025Q2: 353,186 shares; 2025Q3: 353,186 shares; 2025Q4: 353,186 shares; 2026Q1: 350,000 shares 350,000 $15.5M 0.28% -3,186 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 21,993 shares; 2025Q1: 21,939 shares; 2025Q2: 23,951 shares; 2025Q3: 23,844 shares; 2025Q4: 23,651 shares; 2026Q1: 21,386 shares 21,386 $14.6M 0.26% -2,265 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,845 shares; 2024Q4: 119,708 shares; 2025Q1: 111,913 shares; 2025Q2: 110,183 shares; 2025Q3: 113,056 shares; 2025Q4: 113,010 shares; 2026Q1: 113,070 shares 113,070 $14.5M 0.26% +60 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,000 shares; 2024Q4: 1,159,000 shares; 2025Q1: 1,275,000 shares; 2025Q2: 1,325,000 shares; 2025Q3: 1,750,000 shares; 2025Q4: 1,862,500 shares; 2026Q1: 1,800,000 shares 1,800,000 $14.2M 0.25% -62,500 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,713 shares; 2025Q1: not reported; 2025Q2: 212,066 shares; 2025Q3: 212,262 shares; 2025Q4: 212,300 shares; 2026Q1: 212,241 shares 212,241 $14.1M 0.25% -59 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,247 shares; 2024Q4: 327,136 shares; 2025Q1: 340,542 shares; 2025Q2: 367,891 shares; 2025Q3: 311,563 shares; 2025Q4: 303,174 shares; 2026Q1: 279,993 shares 279,993 $14.1M 0.25% -23,181 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,212 shares; 2024Q4: 111,803 shares; 2025Q1: 111,208 shares; 2025Q2: 112,407 shares; 2025Q3: 122,309 shares; 2025Q4: 117,936 shares; 2026Q1: 118,654 shares 118,654 $14M 0.25% +718 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,438 shares; 2024Q4: 68,005 shares; 2025Q1: 70,384 shares; 2025Q2: 74,661 shares; 2025Q3: 72,467 shares; 2025Q4: 69,301 shares; 2026Q1: 67,166 shares 67,166 $13.7M 0.24% -2,135 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,301 shares; 2024Q4: 72,704 shares; 2025Q1: 66,070 shares; 2025Q2: 70,148 shares; 2025Q3: 110,250 shares; 2025Q4: 107,977 shares; 2026Q1: 185,235 shares 185,235 $13.7M 0.24% +77,258 Timeline FRST PRIMIS FINANCIAL CORP More: the full row for PRIMIS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868,536 shares; 2024Q4: 868,536 shares; 2025Q1: 893,536 shares; 2025Q2: 1,002,891 shares; 2025Q3: 1,002,891 shares; 2025Q4: 1,004,156 shares; 2026Q1: 1,004,288 shares 1,004,288 $13.3M 0.24% +132 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,738 shares; 2024Q4: 119,687 shares; 2025Q1: 124,327 shares; 2025Q2: 115,819 shares; 2025Q3: 111,191 shares; 2025Q4: 104,893 shares; 2026Q1: 105,339 shares 105,339 $13.3M 0.24% +446 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,571 shares; 2024Q4: 138,802 shares; 2025Q1: 16,324 shares; 2025Q2: 125,161 shares; 2025Q3: 132,689 shares; 2025Q4: 136,960 shares; 2026Q1: 133,454 shares 133,454 $13.3M 0.24% -3,506 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,794 shares; 2024Q4: 141,030 shares; 2025Q1: 148,665 shares; 2025Q2: 150,846 shares; 2025Q3: 143,874 shares; 2025Q4: 140,606 shares; 2026Q1: 143,199 shares 143,199 $13M 0.23% +2,593 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,973 shares; 2024Q4: 201,339 shares; 2025Q1: 177,527 shares; 2025Q2: 172,348 shares; 2025Q3: 171,277 shares; 2025Q4: 138,626 shares; 2026Q1: 138,775 shares 138,775 $13M 0.23% +149 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,358 shares; 2024Q4: 124,595 shares; 2025Q1: 136,803 shares; 2025Q2: 179,810 shares; 2025Q3: 160,286 shares; 2025Q4: 162,557 shares; 2026Q1: 168,204 shares 168,204 $12.6M 0.23% +5,647 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 25,072 shares; 2025Q1: 24,434 shares; 2025Q2: 24,526 shares; 2025Q3: 28,469 shares; 2025Q4: 26,641 shares; 2026Q1: 54,284 shares 54,284 $12.5M 0.22% +27,643 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,435 shares; 2025Q1: 17,881 shares; 2025Q2: 18,066 shares; 2025Q3: 18,322 shares; 2025Q4: 17,587 shares; 2026Q1: 17,038 shares 17,038 $12.4M 0.22% -549 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,342 shares; 2024Q4: 34,059 shares; 2025Q1: 23,164 shares; 2025Q2: 39,856 shares; 2025Q3: 38,324 shares; 2025Q4: 37,648 shares; 2026Q1: 37,512 shares 37,512 $12.3M 0.22% -136 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,964 shares; 2024Q4: 85,475 shares; 2025Q1: 66,008 shares; 2025Q2: 119,252 shares; 2025Q3: 125,742 shares; 2025Q4: 125,312 shares; 2026Q1: 118,996 shares 118,996 $12.2M 0.22% -6,316 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,988 shares; 2024Q4: 45,476 shares; 2025Q1: 38,545 shares; 2025Q2: 67,143 shares; 2025Q3: 34,863 shares; 2025Q4: 34,926 shares; 2026Q1: 34,110 shares 34,110 $12.2M 0.22% -816 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,285 shares; 2024Q4: 258,813 shares; 2025Q1: 244,294 shares; 2025Q2: 261,562 shares; 2025Q3: 260,597 shares; 2025Q4: 260,835 shares; 2026Q1: 258,176 shares 258,176 $12.1M 0.22% -2,659 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,144 shares; 2024Q4: 208,985 shares; 2025Q1: 189,292 shares; 2025Q2: 196,652 shares; 2025Q3: 131,615 shares; 2025Q4: 130,871 shares; 2026Q1: 130,408 shares 130,408 $12M 0.21% -463 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171,755 shares; 2025Q4: 220,816 shares; 2026Q1: 352,914 shares 352,914 $12M 0.21% +132,098 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,319 shares; 2024Q4: 231,527 shares; 2025Q1: 232,997 shares; 2025Q2: 254,997 shares; 2025Q3: 249,620 shares; 2025Q4: 248,226 shares; 2026Q1: 247,279 shares 247,279 $11.9M 0.21% -947 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,699 shares; 2025Q2: 51,384 shares; 2025Q3: 99,934 shares; 2025Q4: 162,184 shares; 2026Q1: 155,631 shares 155,631 $11.9M 0.21% -6,553 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,481 shares; 2024Q4: 182,997 shares; 2025Q1: 182,450 shares; 2025Q2: 222,102 shares; 2025Q3: 223,043 shares; 2025Q4: 213,338 shares; 2026Q1: 221,372 shares 221,372 $11.6M 0.21% +8,034 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,617 shares; 2024Q4: 132,548 shares; 2025Q1: 118,455 shares; 2025Q2: 302,634 shares; 2025Q3: 279,835 shares; 2025Q4: 273,740 shares; 2026Q1: 277,388 shares 277,388 $11.6M 0.21% +3,648 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,907 shares; 2025Q1: 4,084 shares; 2025Q2: 26,771 shares; 2025Q3: 30,398 shares; 2025Q4: 32,671 shares; 2026Q1: 35,644 shares 35,644 $11.4M 0.2% +2,973 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,797 shares; 2025Q4: 56,482 shares; 2026Q1: 56,732 shares 56,732 $11.4M 0.2% +250 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,322 shares; 2024Q4: 636,663 shares; 2025Q1: 761,663 shares; 2025Q2: 800,000 shares; 2025Q3: 800,000 shares; 2025Q4: 783,470 shares; 2026Q1: 805,084 shares 805,084 $11.4M 0.2% +21,614 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 5,999 shares; 2025Q1: 7,355 shares; 2025Q2: 7,522 shares; 2025Q3: 5,926 shares; 2025Q4: 13,286 shares; 2026Q1: 54,180 shares 54,180 $11.3M 0.2% +40,894 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,731 shares; 2025Q1: 120,952 shares; 2025Q2: 148,479 shares; 2025Q3: 159,632 shares; 2025Q4: 153,699 shares; 2026Q1: 161,121 shares 161,121 $11.1M 0.2% +7,422 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,115 shares; 2024Q4: 7,115 shares; 2025Q1: 7,115 shares; 2025Q2: 7,115 shares; 2025Q3: 257,115 shares; 2025Q4: 277,115 shares; 2026Q1: 307,260 shares 307,260 $11.1M 0.2% +30,145 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,255 shares; 2024Q4: 72,134 shares; 2025Q1: 74,049 shares; 2025Q2: 71,412 shares; 2025Q3: 45,497 shares; 2025Q4: 44,069 shares; 2026Q1: 43,478 shares 43,478 $11.1M 0.2% -591 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,268 shares; 2025Q1: 13,601 shares; 2025Q2: 44,099 shares; 2025Q3: 84,665 shares; 2025Q4: 114,946 shares; 2026Q1: 138,828 shares 138,828 $10.9M 0.19% +23,882 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 21,136 shares; 2025Q4: 21,137 shares; 2026Q1: 72,830 shares 72,830 $10.8M 0.19% +51,693 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,915 shares; 2024Q4: 109,360 shares; 2025Q1: 112,539 shares; 2025Q2: 107,062 shares; 2025Q3: 102,663 shares; 2025Q4: 84,974 shares; 2026Q1: 84,377 shares 84,377 $10.7M 0.19% -597 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,406 shares; 2024Q4: 41,055 shares; 2025Q1: 57,774 shares; 2025Q2: 96,149 shares; 2025Q3: 95,579 shares; 2025Q4: 92,350 shares; 2026Q1: 90,520 shares 90,520 $10.7M 0.19% -1,830 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,643 shares; 2024Q4: 293,708 shares; 2025Q1: 277,619 shares; 2025Q2: 282,230 shares; 2025Q3: 272,106 shares; 2025Q4: 282,254 shares; 2026Q1: 295,578 shares 295,578 $10.7M 0.19% +13,324 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,022 shares; 2025Q1: 55,108 shares; 2025Q2: 55,829 shares; 2025Q3: 66,074 shares; 2025Q4: 62,570 shares; 2026Q1: 64,675 shares 64,675 $10.7M 0.19% +2,105 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,844 shares; 2024Q4: 84,577 shares; 2025Q1: 68,164 shares; 2025Q2: 70,151 shares; 2025Q3: 59,148 shares; 2025Q4: 54,843 shares; 2026Q1: 60,680 shares 60,680 $10.5M 0.19% +5,837 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 84,524 shares; 2025Q1: 79,577 shares; 2025Q2: 103,890 shares; 2025Q3: 88,183 shares; 2025Q4: 87,309 shares; 2026Q1: 74,630 shares 74,630 $10.4M 0.19% -12,679 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,172 shares; 2025Q1: 138,949 shares; 2025Q2: 128,988 shares; 2025Q3: 94,710 shares; 2025Q4: 126,894 shares; 2026Q1: 111,489 shares 111,489 $10.4M 0.18% -15,405 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,978 shares; 2024Q4: 110,371 shares; 2025Q1: 88,538 shares; 2025Q2: 166,582 shares; 2025Q3: 183,519 shares; 2025Q4: 93,420 shares; 2026Q1: 84,863 shares 84,863 $10.3M 0.18% -8,557 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 12,679 shares; 2025Q1: 13,404 shares; 2025Q2: 109,834 shares; 2025Q3: 121,000 shares; 2025Q4: 131,213 shares; 2026Q1: 126,964 shares 126,964 $10.1M 0.18% -4,249 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,053 shares; 2024Q4: 62,133 shares; 2025Q1: 44,785 shares; 2025Q2: 41,909 shares; 2025Q3: 37,622 shares; 2025Q4: 39,994 shares; 2026Q1: 30,580 shares 30,580 $10M 0.18% -9,414 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,727 shares; 2024Q4: 18,248 shares; 2025Q1: 11,890 shares; 2025Q2: 127,962 shares; 2025Q3: 129,235 shares; 2025Q4: 131,877 shares; 2026Q1: 128,662 shares 128,662 $9.98M 0.18% -3,215 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,395 shares; 2024Q4: 78,656 shares; 2025Q1: 104,503 shares; 2025Q2: 105,309 shares; 2025Q3: 102,475 shares; 2025Q4: 141,499 shares; 2026Q1: 210,848 shares 210,848 $9.97M 0.18% +69,349 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,872 shares; 2024Q4: 32,901 shares; 2025Q1: 35,977 shares; 2025Q2: 47,054 shares; 2025Q3: 38,574 shares; 2025Q4: 38,928 shares; 2026Q1: 40,046 shares 40,046 $9.8M 0.17% +1,118 Timeline USCB USCB FINANCIAL HOLDINGS INC More: the full row for USCB FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,636 shares; 2024Q4: 570,636 shares; 2025Q1: 570,636 shares; 2025Q2: 570,636 shares; 2025Q3: 448,636 shares; 2025Q4: 448,646 shares; 2026Q1: 527,104 shares 527,104 $9.77M 0.17% +78,458 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,217 shares; 2024Q4: 67,642 shares; 2025Q1: 49,672 shares; 2025Q2: 53,819 shares; 2025Q3: 47,521 shares; 2025Q4: 44,235 shares; 2026Q1: 37,007 shares 37,007 $9.69M 0.17% -7,228 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,534 shares; 2024Q4: 84,071 shares; 2025Q1: 59,756 shares; 2025Q2: 86,824 shares; 2025Q3: 74,967 shares; 2025Q4: 68,582 shares; 2026Q1: 62,130 shares 62,130 $9.65M 0.17% -6,452 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,778 shares; 2024Q4: 369,973 shares; 2025Q1: 248,735 shares; 2025Q2: 233,378 shares; 2025Q3: 200,902 shares; 2025Q4: 190,654 shares; 2026Q1: 188,650 shares 188,650 $9.49M 0.17% -2,004 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,436 shares; 2024Q4: 35,336 shares; 2025Q1: 26,599 shares; 2025Q2: 36,037 shares; 2025Q3: 33,103 shares; 2025Q4: 33,222 shares; 2026Q1: 32,867 shares 32,867 $9.44M 0.17% -355 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 390,000 shares; 2025Q1: 500,000 shares; 2025Q2: 500,000 shares; 2025Q3: 452,033 shares; 2025Q4: 455,185 shares; 2026Q1: 412,232 shares 412,232 $9.38M 0.17% -42,953 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,220 shares; 2024Q4: 160,424 shares; 2025Q1: 162,657 shares; 2025Q2: 165,842 shares; 2025Q3: 161,432 shares; 2025Q4: 168,785 shares; 2026Q1: 174,294 shares 174,294 $9.19M 0.16% +5,509 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 21,627 shares; 2025Q1: 23,879 shares; 2025Q2: 24,435 shares; 2025Q3: 34,980 shares; 2025Q4: 34,421 shares; 2026Q1: 34,477 shares 34,477 $9.14M 0.16% +56 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,770 shares; 2024Q4: 28,770 shares; 2025Q1: not reported; 2025Q2: 151,967 shares; 2025Q3: 152,051 shares; 2025Q4: 161,727 shares; 2026Q1: 152,255 shares 152,255 $8.99M 0.16% -9,472 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,480 shares; 2024Q4: 82,031 shares; 2025Q1: 50,890 shares; 2025Q2: 45,754 shares; 2025Q3: 38,277 shares; 2025Q4: 33,746 shares; 2026Q1: 30,259 shares 30,259 $8.94M 0.16% -3,487 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,921 shares; 2024Q4: 279,969 shares; 2025Q1: 275,803 shares; 2025Q2: 262,438 shares; 2025Q3: 245,065 shares; 2025Q4: 233,521 shares; 2026Q1: 223,913 shares 223,913 $8.9M 0.16% -9,608 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,112 shares; 2024Q4: 21,065 shares; 2025Q1: 21,393 shares; 2025Q2: 34,371 shares; 2025Q3: 47,601 shares; 2025Q4: 50,572 shares; 2026Q1: 55,604 shares 55,604 $8.39M 0.15% +5,032 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,185 shares; 2024Q4: 70,643 shares; 2025Q1: 102,894 shares; 2025Q2: 62,145 shares; 2025Q3: 49,563 shares; 2025Q4: 47,984 shares; 2026Q1: 42,388 shares 42,388 $8.38M 0.15% -5,596 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 210,000 shares; 2025Q2: 210,051 shares; 2025Q3: 200,051 shares; 2025Q4: 200,907 shares; 2026Q1: 201,168 shares 201,168 $8.34M 0.15% +261 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,273 shares; 2024Q4: 550,366 shares; 2025Q1: 379,238 shares; 2025Q2: 337,220 shares; 2025Q3: 292,782 shares; 2025Q4: 293,606 shares; 2026Q1: 286,474 shares 286,474 $8.33M 0.15% -7,132 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,403 shares; 2024Q4: 18,503 shares; 2025Q1: 92,981 shares; 2025Q2: 93,509 shares; 2025Q3: 100,213 shares; 2025Q4: 98,604 shares; 2026Q1: 100,651 shares 100,651 $8.33M 0.15% +2,047 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,933 shares; 2024Q4: 433,815 shares; 2025Q1: 438,685 shares; 2025Q2: 448,358 shares; 2025Q3: 432,124 shares; 2025Q4: 423,542 shares; 2026Q1: 426,015 shares 426,015 $8.13M 0.14% +2,473 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,117 shares; 2024Q4: 153,082 shares; 2025Q1: 173,017 shares; 2025Q2: 216,847 shares; 2025Q3: 213,893 shares; 2025Q4: 214,927 shares; 2026Q1: 222,167 shares 222,167 $7.98M 0.14% +7,240 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 45,100 shares; 2025Q1: 47,383 shares; 2025Q2: 43,303 shares; 2025Q3: 48,835 shares; 2025Q4: 50,181 shares; 2026Q1: 52,174 shares 52,174 $7.95M 0.14% +1,993 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,743 shares; 2024Q4: 111,554 shares; 2025Q1: 73,619 shares; 2025Q2: 106,861 shares; 2025Q3: 94,889 shares; 2025Q4: 97,278 shares; 2026Q1: 123,052 shares 123,052 $7.89M 0.14% +25,774 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,526 shares; 2025Q1: 9,046 shares; 2025Q2: 18,061 shares; 2025Q3: 18,780 shares; 2025Q4: 18,444 shares; 2026Q1: 18,045 shares 18,045 $7.88M 0.14% -399 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,544 shares; 2024Q4: 63,790 shares; 2025Q1: 42,582 shares; 2025Q2: 48,378 shares; 2025Q3: 41,276 shares; 2025Q4: 37,667 shares; 2026Q1: 32,591 shares 32,591 $7.7M 0.14% -5,076 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356,682 shares; 2026Q1: 289,649 shares 289,649 $7.54M 0.13% -67,033 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,244 shares; 2025Q2: 113,965 shares; 2025Q3: 80,785 shares; 2025Q4: 116,440 shares; 2026Q1: 107,592 shares 107,592 $7.46M 0.13% -8,848 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 306,540 shares; 2025Q4: 243,461 shares; 2026Q1: 302,951 shares 302,951 $7.45M 0.13% +59,490 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,443 shares 78,443 $7.33M 0.13% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,709 shares; 2024Q4: 32,804 shares; 2025Q1: 31,004 shares; 2025Q2: 33,466 shares; 2025Q3: 34,026 shares; 2025Q4: 34,003 shares; 2026Q1: 34,560 shares 34,560 $7.3M 0.13% +557 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 3,931 shares; 2025Q1: not reported; 2025Q2: 24,711 shares; 2025Q3: 23,226 shares; 2025Q4: 23,694 shares; 2026Q1: 57,658 shares 57,658 $7.3M 0.13% +33,964 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,536 shares; 2024Q4: 387,537 shares; 2025Q1: 358,672 shares; 2025Q2: 269,697 shares; 2025Q3: 202,025 shares; 2025Q4: 152,744 shares; 2026Q1: 101,454 shares 101,454 $7.25M 0.13% -51,290 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,917 shares; 2024Q4: 325,403 shares; 2025Q1: 650,260 shares; 2025Q2: 795,019 shares; 2025Q3: 779,352 shares; 2025Q4: 305,176 shares; 2026Q1: 250,440 shares 250,440 $7.19M 0.13% -54,736 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,428 shares; 2024Q4: 28,202 shares; 2025Q1: 13,481 shares; 2025Q2: 41,296 shares; 2025Q3: 31,829 shares; 2025Q4: 31,676 shares; 2026Q1: 28,967 shares 28,967 $7.18M 0.13% -2,709 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,357 shares; 2024Q4: 98,324 shares; 2025Q1: 88,123 shares; 2025Q2: 104,679 shares; 2025Q3: 106,541 shares; 2025Q4: 107,888 shares; 2026Q1: 108,637 shares 108,637 $7.18M 0.13% +749 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,170 shares; 2024Q4: 41,685 shares; 2025Q1: 28,602 shares; 2025Q2: 30,151 shares; 2025Q3: 27,454 shares; 2025Q4: 25,080 shares; 2026Q1: 20,118 shares 20,118 $7.08M 0.13% -4,962 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 9,562 shares; 2025Q2: 10,385 shares; 2025Q3: 7,491 shares; 2025Q4: 8,686 shares; 2026Q1: 5,346 shares 5,346 $7.06M 0.13% -3,340 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,328 shares; 2024Q4: 39,255 shares; 2025Q1: 17,579 shares; 2025Q2: 123,148 shares; 2025Q3: 124,231 shares; 2025Q4: 123,977 shares; 2026Q1: 123,742 shares 123,742 $7.03M 0.13% -235 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,850 shares; 2025Q2: 60,222 shares; 2025Q3: 42,848 shares; 2025Q4: 66,313 shares; 2026Q1: 45,441 shares 45,441 $6.94M 0.12% -20,872 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 10,132 shares; 2025Q1: 9,209 shares; 2025Q2: 7,214 shares; 2025Q3: 7,144 shares; 2025Q4: 6,822 shares; 2026Q1: 20,483 shares 20,483 $6.83M 0.12% +13,661 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 391,244 shares; 2025Q2: 416,047 shares; 2025Q3: 228,744 shares; 2025Q4: 311,104 shares; 2026Q1: 401,363 shares 401,363 $6.81M 0.12% +90,259 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,559 shares; 2024Q4: 24,993 shares; 2025Q1: 34,705 shares; 2025Q2: 35,874 shares; 2025Q3: 35,744 shares; 2025Q4: 36,894 shares; 2026Q1: 48,397 shares 48,397 $6.79M 0.12% +11,503 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,524 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,008 shares; 2025Q4: 250,009 shares; 2026Q1: 250,009 shares 250,009 $6.76M 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 4,804 shares; 2025Q1: 2,038 shares; 2025Q2: 9,295 shares; 2025Q3: 9,641 shares; 2025Q4: 9,620 shares; 2026Q1: 9,505 shares 9,505 $6.73M 0.12% -115 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 13,177 shares; 2025Q1: 12,488 shares; 2025Q2: 20,591 shares; 2025Q3: 21,235 shares; 2025Q4: 21,843 shares; 2026Q1: 35,075 shares 35,075 $6.73M 0.12% +13,232 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,586 shares; 2024Q4: 53,270 shares; 2025Q1: 29,290 shares; 2025Q2: 65,345 shares; 2025Q3: 66,653 shares; 2025Q4: 65,273 shares; 2026Q1: 66,730 shares 66,730 $6.49M 0.12% +1,457 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348,792 shares; 2025Q2: 366,376 shares; 2025Q3: 261,460 shares; 2025Q4: 355,822 shares; 2026Q1: 248,631 shares 248,631 $6.48M 0.12% -107,191 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 210,000 shares; 2025Q2: 204,824 shares; 2025Q3: 200,205 shares; 2025Q4: 201,090 shares; 2026Q1: 283,280 shares 283,280 $6.46M 0.12% +82,190 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,013 shares; 2024Q4: 25,926 shares; 2025Q1: 4,867 shares; 2025Q2: 35,146 shares; 2025Q3: 37,410 shares; 2025Q4: 35,974 shares; 2026Q1: 37,649 shares 37,649 $6.39M 0.11% +1,675 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,402 shares; 2024Q4: 33,743 shares; 2025Q1: 34,656 shares; 2025Q2: 42,025 shares; 2025Q3: 35,682 shares; 2025Q4: 34,620 shares; 2026Q1: 31,761 shares 31,761 $6.34M 0.11% -2,859 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,374 shares; 2024Q4: 120,689 shares; 2025Q1: 115,088 shares; 2025Q2: 123,421 shares; 2025Q3: 101,754 shares; 2025Q4: 101,333 shares; 2026Q1: 98,839 shares 98,839 $6.24M 0.11% -2,494 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,456 shares; 2024Q4: 409,629 shares; 2025Q1: 409,629 shares; 2025Q2: 332,320 shares; 2025Q3: 325,000 shares; 2025Q4: 243,675 shares; 2026Q1: 346,665 shares 346,665 $6.14M 0.11% +102,990 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,503 shares; 2025Q2: 238,733 shares; 2025Q3: 236,195 shares; 2025Q4: 335,161 shares; 2026Q1: 287,240 shares 287,240 $6.08M 0.11% -47,921 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 145,000 shares; 2025Q4: 120,007 shares; 2026Q1: 115,007 shares 115,007 $5.97M 0.11% -5,000 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,277 shares 166,277 $5.9M 0.11% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,945 shares; 2024Q4: 75,664 shares; 2025Q1: 46,718 shares; 2025Q2: 42,116 shares; 2025Q3: 36,480 shares; 2025Q4: 32,968 shares; 2026Q1: 23,877 shares 23,877 $5.79M 0.1% -9,091 Timeline AVBH AVIDBANK HLDGS INC More: the full row for AVIDBANK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241,775 shares; 2025Q4: 214,875 shares; 2026Q1: 200,001 shares 200,001 $5.7M 0.1% -14,874 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,750 shares; 2024Q4: 127,750 shares; 2025Q1: 127,750 shares; 2025Q2: 127,750 shares; 2025Q3: 127,750 shares; 2025Q4: 124,700 shares; 2026Q1: 124,700 shares 124,700 $5.68M 0.1% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 33,010 shares; 2025Q1: 33,071 shares; 2025Q2: 35,759 shares; 2025Q3: 35,759 shares; 2025Q4: 35,483 shares; 2026Q1: 35,593 shares 35,593 $5.64M 0.1% +110 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 16,812 shares; 2025Q1: 17,862 shares; 2025Q2: 23,946 shares; 2025Q3: 28,734 shares; 2025Q4: 39,405 shares; 2026Q1: 82,568 shares 82,568 $5.64M 0.1% +43,163 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,031 shares; 2024Q4: 8,011 shares; 2025Q1: 1,953 shares; 2025Q2: 12,737 shares; 2025Q3: 11,723 shares; 2025Q4: 15,178 shares; 2026Q1: 14,973 shares 14,973 $5.55M 0.1% -205 Timeline AMTB AMERANT BANCORP INC More: the full row for AMERANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,319 shares; 2024Q4: 364,290 shares; 2025Q1: 364,290 shares; 2025Q2: 300,056 shares; 2025Q3: 300,056 shares; 2025Q4: 300,056 shares; 2026Q1: 250,056 shares 250,056 $5.51M 0.1% -50,000 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,450 shares; 2024Q4: 77,450 shares; 2025Q1: 69,235 shares; 2025Q2: 77,404 shares; 2025Q3: 77,404 shares; 2025Q4: 77,403 shares; 2026Q1: 75,181 shares 75,181 $5.5M 0.1% -2,222 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,180 shares; 2024Q4: 77,799 shares; 2025Q1: 71,507 shares; 2025Q2: 62,974 shares; 2025Q3: 55,845 shares; 2025Q4: 57,013 shares; 2026Q1: 54,360 shares 54,360 $5.47M 0.1% -2,653 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,450 shares; 2024Q4: 14,379 shares; 2025Q1: 11,528 shares; 2025Q2: 24,495 shares; 2025Q3: 25,576 shares; 2025Q4: 41,738 shares; 2026Q1: 42,185 shares 42,185 $5.25M 0.09% +447 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 374,312 shares; 2025Q1: 527,580 shares; 2025Q2: 598,972 shares; 2025Q3: 10,314 shares; 2025Q4: 36,133 shares; 2026Q1: 190,934 shares 190,934 $5.22M 0.09% +154,801 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,182 shares; 2026Q1: 170,120 shares 170,120 $5.1M 0.09% +82,938 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 6,379 shares; 2025Q3: 7,134 shares; 2025Q4: 8,818 shares; 2026Q1: 8,438 shares 8,438 $5.04M 0.09% -380 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 7,321 shares; 2025Q1: 7,648 shares; 2025Q2: 8,082 shares; 2025Q3: 8,792 shares; 2025Q4: 11,422 shares; 2026Q1: 20,646 shares 20,646 $5.04M 0.09% +9,224 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 7 shares 7 $5.03M 0.09% -1 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,396 shares; 2024Q4: 98,528 shares; 2025Q1: 59,077 shares; 2025Q2: 60,232 shares; 2025Q3: 70,232 shares; 2025Q4: 68,905 shares; 2026Q1: 60,930 shares 60,930 $5M 0.09% -7,975 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388,488 shares; 2025Q4: 251,063 shares; 2026Q1: 251,819 shares 251,819 $4.9M 0.09% +756 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,551 shares; 2024Q4: 33,328 shares; 2025Q1: 30,713 shares; 2025Q2: 32,712 shares; 2025Q3: 32,732 shares; 2025Q4: 26,066 shares; 2026Q1: 25,628 shares 25,628 $4.88M 0.09% -438 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,861 shares; 2024Q4: 14,182 shares; 2025Q1: not reported; 2025Q2: 34,438 shares; 2025Q3: 31,631 shares; 2025Q4: 30,878 shares; 2026Q1: 33,133 shares 33,133 $4.87M 0.09% +2,255 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,374 shares; 2024Q4: 196,656 shares; 2025Q1: 196,656 shares; 2025Q2: 197,056 shares; 2025Q3: 197,056 shares; 2025Q4: 197,056 shares; 2026Q1: 197,056 shares 197,056 $4.84M 0.09% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,560 shares; 2025Q3: 84,948 shares; 2025Q4: 88,268 shares; 2026Q1: 81,071 shares 81,071 $4.83M 0.09% -7,197 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 11,470 shares; 2025Q4: 11,513 shares; 2026Q1: 11,526 shares 11,526 $4.8M 0.09% +13 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 936,911 shares; 2025Q4: 689,630 shares; 2026Q1: 318,769 shares 318,769 $4.7M 0.08% -370,861 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,272 shares; 2025Q2: 40,410 shares; 2025Q3: 45,729 shares; 2025Q4: 56,576 shares; 2026Q1: 46,502 shares 46,502 $4.68M 0.08% -10,074 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 26,154 shares; 2025Q1: not reported; 2025Q2: 26,230 shares; 2025Q3: 39,500 shares; 2025Q4: 69,757 shares; 2026Q1: 85,543 shares 85,543 $4.63M 0.08% +15,786 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 9,394 shares; 2025Q1: 11,681 shares; 2025Q2: 28,032 shares; 2025Q3: 28,321 shares; 2025Q4: 32,422 shares; 2026Q1: 32,609 shares 32,609 $4.58M 0.08% +187 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,577 shares; 2024Q4: 128,172 shares; 2025Q1: 125,000 shares; 2025Q2: 138,041 shares; 2025Q3: 138,041 shares; 2025Q4: 138,306 shares; 2026Q1: 144,258 shares 144,258 $4.55M 0.08% +5,952 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 5,500 shares; 2025Q1: 4,978 shares; 2025Q2: 5,827 shares; 2025Q3: 4,997 shares; 2025Q4: 7,460 shares; 2026Q1: 7,454 shares 7,454 $4.5M 0.08% -6 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 503 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 928 shares; 2025Q4: 12,298 shares; 2026Q1: 12,698 shares 12,698 $4.49M 0.08% +400 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 150,000 shares; 2025Q1: 350,000 shares; 2025Q2: 400,311 shares; 2025Q3: 301,207 shares; 2025Q4: 253,901 shares; 2026Q1: 253,932 shares 253,932 $4.46M 0.08% +31 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,640 shares; 2025Q2: 94,640 shares; 2025Q3: 70,083 shares; 2025Q4: 133,725 shares; 2026Q1: 121,325 shares 121,325 $4.42M 0.08% -12,400 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 4,797 shares; 2025Q1: 1,344 shares; 2025Q2: 21,869 shares; 2025Q3: 22,831 shares; 2025Q4: 22,346 shares; 2026Q1: 22,467 shares 22,467 $4.41M 0.08% +121 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 7,334 shares; 2025Q1: 4,649 shares; 2025Q2: 10,866 shares; 2025Q3: 11,350 shares; 2025Q4: 11,339 shares; 2026Q1: 15,502 shares 15,502 $4.41M 0.08% +4,163 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,828 shares; 2024Q4: 74,411 shares; 2025Q1: 54,554 shares; 2025Q2: 99,249 shares; 2025Q3: 100,281 shares; 2025Q4: 101,955 shares; 2026Q1: 116,013 shares 116,013 $4.39M 0.08% +14,058 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,135 shares; 2024Q4: 57,032 shares; 2025Q1: 58,157 shares; 2025Q2: 60,606 shares; 2025Q3: 60,598 shares; 2025Q4: 59,898 shares; 2026Q1: 118,210 shares 118,210 $4.37M 0.08% +58,312 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,008 shares; 2025Q1: not reported; 2025Q2: 44,264 shares; 2025Q3: 50,369 shares; 2025Q4: 50,596 shares; 2026Q1: 50,776 shares 50,776 $4.31M 0.08% +180 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,090 shares; 2025Q2: 200,090 shares; 2025Q3: 165,614 shares; 2025Q4: 165,695 shares; 2026Q1: 245,097 shares 245,097 $4.23M 0.08% +79,402 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,815 shares; 2024Q4: 89,830 shares; 2025Q1: 92,447 shares; 2025Q2: 97,924 shares; 2025Q3: 95,506 shares; 2025Q4: 126,257 shares; 2026Q1: 126,171 shares 126,171 $4.21M 0.08% -86 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,732 shares; 2024Q4: 30,265 shares; 2025Q1: 31,752 shares; 2025Q2: 52,609 shares; 2025Q3: 61,206 shares; 2025Q4: 74,047 shares; 2026Q1: 78,570 shares 78,570 $4.13M 0.07% +4,523 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 6,486 shares; 2025Q1: 2,986 shares; 2025Q2: 12,775 shares; 2025Q3: 13,154 shares; 2025Q4: 13,465 shares; 2026Q1: 13,055 shares 13,055 $4.06M 0.07% -410 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: 13,709 shares; 2025Q1: 13,039 shares; 2025Q2: 14,315 shares; 2025Q3: 13,995 shares; 2025Q4: 14,024 shares; 2026Q1: 13,950 shares 13,950 $4.05M 0.07% -74 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 1,576 shares; 2025Q1: 1,222 shares; 2025Q2: 3,581 shares; 2025Q3: 3,701 shares; 2025Q4: 3,834 shares; 2026Q1: 4,015 shares 4,015 $4M 0.07% +181 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,442 shares; 2024Q4: 128,501 shares; 2025Q1: 96,672 shares; 2025Q2: 87,669 shares; 2025Q3: 74,826 shares; 2025Q4: 64,613 shares; 2026Q1: 41,274 shares 41,274 $3.98M 0.07% -23,339 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,416 shares; 2024Q4: 225,950 shares; 2025Q1: 218,665 shares; 2025Q2: 189,313 shares; 2025Q3: 188,567 shares; 2025Q4: 175,922 shares; 2026Q1: 170,506 shares 170,506 $3.96M 0.07% -5,416 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 10,632 shares; 2025Q1: 4,392 shares; 2025Q2: 21,497 shares; 2025Q3: 19,330 shares; 2025Q4: 14,432 shares; 2026Q1: 17,273 shares 17,273 $3.9M 0.07% +2,841 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,104 shares; 2024Q4: 315,500 shares; 2025Q1: 400,000 shares; 2025Q2: 400,968 shares; 2025Q3: 400,968 shares; 2025Q4: 400,968 shares; 2026Q1: 659,354 shares 659,354 $3.89M 0.07% +258,386 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 50,000 shares; 2025Q2: 25,528 shares; 2025Q3: 56,565 shares; 2025Q4: 106,595 shares; 2026Q1: 106,595 shares 106,595 $3.81M 0.07% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 100,475 shares; 2025Q3: 75,510 shares; 2025Q4: 98,334 shares; 2026Q1: 98,347 shares 98,347 $3.81M 0.07% +13 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 50,000 shares 50,000 $3.81M 0.07% +20,000 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,700 shares; 2024Q4: 16,565 shares; 2025Q1: 9,113 shares; 2025Q2: 19,596 shares; 2025Q3: 19,361 shares; 2025Q4: 19,374 shares; 2026Q1: 19,493 shares 19,493 $3.78M 0.07% +119 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,485 shares; 2025Q3: 55,338 shares; 2025Q4: 62,954 shares; 2026Q1: 64,105 shares 64,105 $3.75M 0.07% +1,151 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,317 shares; 2025Q1: 2,214 shares; 2025Q2: 2,269 shares; 2025Q3: 2,254 shares; 2025Q4: 2,129 shares; 2026Q1: 1,959 shares 1,959 $3.75M 0.07% -170 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,144 shares; 2025Q1: 5,888 shares; 2025Q2: 28,678 shares; 2025Q3: 28,696 shares; 2025Q4: 28,651 shares; 2026Q1: 28,569 shares 28,569 $3.74M 0.07% -82 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,189 shares; 2024Q4: 30,194 shares; 2025Q1: 17,168 shares; 2025Q2: 16,418 shares; 2025Q3: 14,481 shares; 2025Q4: 13,113 shares; 2026Q1: 8,298 shares 8,298 $3.59M 0.06% -4,815 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 6,053 shares; 2025Q1: 4,881 shares; 2025Q2: 6,894 shares; 2025Q3: 6,912 shares; 2025Q4: 7,184 shares; 2026Q1: 6,316 shares 6,316 $3.57M 0.06% -868 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,700 shares; 2024Q4: 102,700 shares; 2025Q1: 102,700 shares; 2025Q2: not reported; 2025Q3: 116,204 shares; 2025Q4: 116,204 shares; 2026Q1: 116,472 shares 116,472 $3.54M 0.06% +268 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,365 shares; 2024Q4: 40,365 shares; 2025Q1: 40,365 shares; 2025Q2: 51,440 shares; 2025Q3: 44,759 shares; 2025Q4: 45,195 shares; 2026Q1: 45,195 shares 45,195 $3.53M 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,522 shares; 2024Q4: 164,624 shares; 2025Q1: 159,288 shares; 2025Q2: 171,024 shares; 2025Q3: 169,026 shares; 2025Q4: 174,177 shares; 2026Q1: 18,872 shares 18,872 $3.52M 0.06% -155,305 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,828 shares; 2024Q4: 27,957 shares; 2025Q1: 23,356 shares; 2025Q2: 39,020 shares; 2025Q3: 38,470 shares; 2025Q4: 38,455 shares; 2026Q1: 37,856 shares 37,856 $3.52M 0.06% -599 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 12,322 shares; 2025Q1: 12,330 shares; 2025Q2: 13,567 shares; 2025Q3: 13,480 shares; 2025Q4: 13,061 shares; 2026Q1: 12,809 shares 12,809 $3.51M 0.06% -252 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,809 shares; 2025Q1: 524 shares; 2025Q2: 3,457 shares; 2025Q3: 3,508 shares; 2025Q4: 4,580 shares; 2026Q1: 6,058 shares 6,058 $3.5M 0.06% +1,478 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,326 shares; 2024Q4: 13,876 shares; 2025Q1: 6,490 shares; 2025Q2: 24,586 shares; 2025Q3: 26,419 shares; 2025Q4: 38,288 shares; 2026Q1: 47,683 shares 47,683 $3.47M 0.06% +9,395 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,736 shares; 2025Q4: 37,330 shares; 2026Q1: 37,337 shares 37,337 $3.45M 0.06% +7 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,886 shares; 2025Q1: 8,475 shares; 2025Q2: 97,762 shares; 2025Q3: 97,785 shares; 2025Q4: 97,805 shares; 2026Q1: 88,507 shares 88,507 $3.44M 0.06% -9,298 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,956 shares; 2025Q2: 74,340 shares; 2025Q3: 52,530 shares; 2025Q4: 115,268 shares; 2026Q1: 98,861 shares 98,861 $3.42M 0.06% -16,407 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 3,131 shares; 2025Q1: not reported; 2025Q2: 6,361 shares; 2025Q3: 8,573 shares; 2025Q4: 9,235 shares; 2026Q1: 9,482 shares 9,482 $3.39M 0.06% +247 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,121 shares; 2024Q4: 35,587 shares; 2025Q1: 31,126 shares; 2025Q2: 38,819 shares; 2025Q3: 32,078 shares; 2025Q4: 33,664 shares; 2026Q1: 37,299 shares 37,299 $3.37M 0.06% +3,635 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 1,784 shares; 2025Q3: 2,178 shares; 2025Q4: 3,434 shares; 2026Q1: 3,793 shares 3,793 $3.31M 0.06% +359 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 16,843 shares; 2025Q1: 9,268 shares; 2025Q2: 22,921 shares; 2025Q3: 23,546 shares; 2025Q4: 27,171 shares; 2026Q1: 22,815 shares 22,815 $3.3M 0.06% -4,356 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,144 shares; 2024Q4: 117,548 shares; 2025Q1: 112,998 shares; 2025Q2: 87,772 shares; 2025Q3: 80,505 shares; 2025Q4: 79,914 shares; 2026Q1: 97,380 shares 97,380 $3.23M 0.06% +17,466 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 3,082 shares; 2025Q4: 9,544 shares; 2026Q1: 17,558 shares 17,558 $3.2M 0.06% +8,014 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,375 shares; 2024Q4: 33,277 shares; 2025Q1: 32,929 shares; 2025Q2: 69,766 shares; 2025Q3: 70,233 shares; 2025Q4: 68,480 shares; 2026Q1: 68,619 shares 68,619 $3.18M 0.06% +139 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,893 shares; 2024Q4: 20,535 shares; 2025Q1: 4,869 shares; 2025Q2: 21,461 shares; 2025Q3: 21,273 shares; 2025Q4: 52,270 shares; 2026Q1: 52,418 shares 52,418 $3.18M 0.06% +148 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,021 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,017 shares 100,017 $3.17M 0.06% +17 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 6,761 shares; 2025Q1: 5,914 shares; 2025Q2: 14,681 shares; 2025Q3: 14,219 shares; 2025Q4: 15,022 shares; 2026Q1: 15,298 shares 15,298 $3.13M 0.06% +276 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,855 shares; 2024Q4: 119,371 shares; 2025Q1: 104,537 shares; 2025Q2: 116,325 shares; 2025Q3: 114,442 shares; 2025Q4: 113,091 shares; 2026Q1: 106,933 shares 106,933 $3.11M 0.06% -6,158 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,980 shares; 2025Q3: 22,088 shares; 2025Q4: 22,434 shares; 2026Q1: 22,326 shares 22,326 $3.09M 0.06% -108 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,400 shares; 2024Q4: 275,400 shares; 2025Q1: 160,211 shares; 2025Q2: 672,048 shares; 2025Q3: 605,043 shares; 2025Q4: 342,211 shares; 2026Q1: 304,545 shares 304,545 $3.06M 0.05% -37,666 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,956 shares; 2024Q4: 57,621 shares; 2025Q1: 57,063 shares; 2025Q2: 57,622 shares; 2025Q3: 57,622 shares; 2025Q4: 57,621 shares; 2026Q1: 58,308 shares 58,308 $3.05M 0.05% +687 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,169 shares 35,169 $3.03M 0.05% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,185 shares; 2025Q2: 18,131 shares; 2025Q3: 18,218 shares; 2025Q4: 18,360 shares; 2026Q1: 18,649 shares 18,649 $3.02M 0.05% +289 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,730 shares; 2025Q3: 2,583 shares; 2025Q4: 2,296 shares; 2026Q1: 2,027 shares 2,027 $2.98M 0.05% -269 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,786 shares; 2025Q1: not reported; 2025Q2: 6,523 shares; 2025Q3: 7,319 shares; 2025Q4: 13,170 shares; 2026Q1: 13,609 shares 13,609 $2.91M 0.05% +439 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,984 shares; 2024Q4: 9,247 shares; 2025Q1: not reported; 2025Q2: 32,816 shares; 2025Q3: 34,486 shares; 2025Q4: 38,604 shares; 2026Q1: 37,603 shares 37,603 $2.9M 0.05% -1,001 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,592 shares; 2025Q4: 11,592 shares; 2026Q1: 11,547 shares 11,547 $2.87M 0.05% -45 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 19,723 shares; 2025Q1: 18,275 shares; 2025Q2: 16,453 shares; 2025Q3: 16,306 shares; 2025Q4: 16,321 shares; 2026Q1: 14,591 shares 14,591 $2.85M 0.05% -1,730 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,689 shares; 2025Q2: 18,328 shares; 2025Q3: 20,819 shares; 2025Q4: 20,684 shares; 2026Q1: 19,810 shares 19,810 $2.82M 0.05% -874 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 35,112 shares; 2025Q1: 34,824 shares; 2025Q2: 36,190 shares; 2025Q3: 35,544 shares; 2025Q4: 35,515 shares; 2026Q1: 35,706 shares 35,706 $2.81M 0.05% +191 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,726 shares; 2024Q4: 77,637 shares; 2025Q1: 45,583 shares; 2025Q2: 40,490 shares; 2025Q3: 32,195 shares; 2025Q4: 26,091 shares; 2026Q1: 16,272 shares 16,272 $2.81M 0.05% -9,819 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 25,385 shares; 2025Q1: 7,745 shares; 2025Q2: 38,839 shares; 2025Q3: 39,227 shares; 2025Q4: 39,193 shares; 2026Q1: 48,950 shares 48,950 $2.79M 0.05% +9,757 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,111 shares; 2024Q4: 87,960 shares; 2025Q1: 82,332 shares; 2025Q2: 107,916 shares; 2025Q3: 108,620 shares; 2025Q4: 35,324 shares; 2026Q1: 36,077 shares 36,077 $2.76M 0.05% +753 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,030 shares; 2024Q4: 43,166 shares; 2025Q1: 39,341 shares; 2025Q2: 44,096 shares; 2025Q3: 44,207 shares; 2025Q4: 45,720 shares; 2026Q1: 48,268 shares 48,268 $2.69M 0.05% +2,548 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 4,197 shares; 2026Q1: 7,842 shares 7,842 $2.65M 0.05% +3,645 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,928 shares; 2025Q1: 1,966 shares; 2025Q2: 2,041 shares; 2025Q3: 2,465 shares; 2025Q4: 2,515 shares; 2026Q1: 2,291 shares 2,291 $2.65M 0.05% -224 ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,497 shares; 2024Q4: 60,764 shares; 2025Q1: 36,546 shares; 2025Q2: 37,490 shares; 2025Q3: 31,130 shares; 2025Q4: 21,005 shares; 2026Q1: 13,277 shares 13,277 $2.63M 0.05% -7,728 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,930 shares; 2024Q4: 46,634 shares; 2025Q1: not reported; 2025Q2: 84,937 shares; 2025Q3: 84,937 shares; 2025Q4: 97,858 shares; 2026Q1: 132,128 shares 132,128 $2.55M 0.05% +34,270 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 4,148 shares; 2025Q2: 8,007 shares; 2025Q3: 8,045 shares; 2025Q4: 14,301 shares; 2026Q1: 20,059 shares 20,059 $2.54M 0.05% +5,758 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,453 shares; 2025Q1: not reported; 2025Q2: 5,151 shares; 2025Q3: 5,136 shares; 2025Q4: 5,374 shares; 2026Q1: 5,456 shares 5,456 $2.52M 0.04% +82 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,164 shares; 2024Q4: 175,164 shares; 2025Q1: 175,164 shares; 2025Q2: 176,046 shares; 2025Q3: 133,134 shares; 2025Q4: 133,384 shares; 2026Q1: 133,384 shares 133,384 $2.49M 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,211 shares; 2024Q4: 30,923 shares; 2025Q1: 14,417 shares; 2025Q2: 69,880 shares; 2025Q3: 74,639 shares; 2025Q4: 43,426 shares; 2026Q1: 50,684 shares 50,684 $2.47M 0.04% +7,258 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 200,000 shares; 2025Q1: 300,000 shares; 2025Q2: 250,245 shares; 2025Q3: 125,245 shares; 2025Q4: 115,435 shares; 2026Q1: 115,435 shares 115,435 $2.44M 0.04% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,270 shares; 2024Q4: 19,762 shares; 2025Q1: 19,762 shares; 2025Q2: 21,767 shares; 2025Q3: 21,629 shares; 2025Q4: 21,668 shares; 2026Q1: 13,382 shares 13,382 $2.41M 0.04% -8,286 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 40,775 shares; 2025Q1: 40,699 shares; 2025Q2: 57,113 shares; 2025Q3: 57,181 shares; 2025Q4: 51,395 shares; 2026Q1: 49,677 shares 49,677 $2.41M 0.04% -1,718 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174,830 shares; 2026Q1: 100,500 shares 100,500 $2.41M 0.04% -74,330 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 1,722 shares 1,722 $2.37M 0.04% +35 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,874 shares; 2025Q1: 9,318 shares; 2025Q2: 10,890 shares; 2025Q3: 10,818 shares; 2025Q4: 13,602 shares; 2026Q1: 11,394 shares 11,394 $2.37M 0.04% -2,208 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 8,372 shares; 2025Q1: not reported; 2025Q2: 13,940 shares; 2025Q3: 15,782 shares; 2025Q4: 18,396 shares; 2026Q1: 16,318 shares 16,318 $2.37M 0.04% -2,078 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,715 shares; 2024Q4: 49,061 shares; 2025Q1: 47,230 shares; 2025Q2: 51,417 shares; 2025Q3: 51,483 shares; 2025Q4: 50,591 shares; 2026Q1: 49,706 shares 49,706 $2.36M 0.04% -885 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,823 shares; 2024Q4: 11,825 shares; 2025Q1: not reported; 2025Q2: 11,816 shares; 2025Q3: 11,840 shares; 2025Q4: 16,107 shares; 2026Q1: 16,125 shares 16,125 $2.35M 0.04% +18 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,169 shares; 2025Q4: 25,170 shares; 2026Q1: 25,353 shares 25,353 $2.33M 0.04% +183 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,888 shares; 2024Q4: 39,374 shares; 2025Q1: 28,984 shares; 2025Q2: 25,005 shares; 2025Q3: 20,404 shares; 2025Q4: 17,341 shares; 2026Q1: 2,373 shares 2,373 $2.33M 0.04% -14,968 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,511 shares; 2025Q1: 4,422 shares; 2025Q2: 9,250 shares; 2025Q3: 9,503 shares; 2025Q4: 9,427 shares; 2026Q1: 9,391 shares 9,391 $2.29M 0.04% -36 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 6,279 shares; 2025Q2: 8,410 shares; 2025Q3: 9,922 shares; 2025Q4: 12,441 shares; 2026Q1: 15,621 shares 15,621 $2.29M 0.04% +3,180 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,400 shares; 2025Q3: 7,398 shares; 2025Q4: 7,400 shares; 2026Q1: 7,424 shares 7,424 $2.26M 0.04% +24 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 6,075 shares; 2025Q1: not reported; 2025Q2: 12,064 shares; 2025Q3: 12,307 shares; 2025Q4: 12,328 shares; 2026Q1: 24,812 shares 24,812 $2.22M 0.04% +12,484 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,187 shares; 2025Q4: 8,495 shares; 2026Q1: 10,602 shares 10,602 $2.21M 0.04% +2,107 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 2,306 shares; 2026Q1: 26,562 shares 26,562 $2.2M 0.04% +24,256 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,978 shares; 2025Q3: 44,580 shares; 2025Q4: 53,031 shares; 2026Q1: 56,858 shares 56,858 $2.18M 0.04% +3,827 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 361 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 347 shares; 2025Q4: 332 shares; 2026Q1: 331 shares 331 $2.18M 0.04% -1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,026 shares; 2024Q4: 88,967 shares; 2025Q1: 78,248 shares; 2025Q2: 8,065 shares; 2025Q3: 7,910 shares; 2025Q4: 7,594 shares; 2026Q1: 8,046 shares 8,046 $2.18M 0.04% +452 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,117 shares; 2025Q1: 19,117 shares; 2025Q2: 93,295 shares; 2025Q3: 93,306 shares; 2025Q4: 93,295 shares; 2026Q1: 93,295 shares 93,295 $2.18M 0.04% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,221 shares; 2024Q4: 30,598 shares; 2025Q1: 30,564 shares; 2025Q2: 34,196 shares; 2025Q3: 34,005 shares; 2025Q4: 34,582 shares; 2026Q1: 33,151 shares 33,151 $2.16M 0.04% -1,431 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,378 shares; 2024Q4: 55,013 shares; 2025Q1: 5,321 shares; 2025Q2: 19,053 shares; 2025Q3: 19,470 shares; 2025Q4: 19,536 shares; 2026Q1: 18,893 shares 18,893 $2.14M 0.04% -643 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,530 shares; 2025Q3: 127,530 shares; 2025Q4: 120,012 shares; 2026Q1: 120,012 shares 120,012 $2.12M 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 15,406 shares; 2025Q1: 16,377 shares; 2025Q2: 16,910 shares; 2025Q3: 15,883 shares; 2025Q4: 15,202 shares; 2026Q1: 16,159 shares 16,159 $2.12M 0.04% +957 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,899 shares; 2024Q4: 61,715 shares; 2025Q1: 35,790 shares; 2025Q2: 54,330 shares; 2025Q3: 50,986 shares; 2025Q4: 47,980 shares; 2026Q1: 40,275 shares 40,275 $2.1M 0.04% -7,705 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,206 shares; 2025Q3: 92,206 shares; 2025Q4: 82,395 shares; 2026Q1: 82,395 shares 82,395 $2.09M 0.04% 0 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,496 shares; 2025Q3: 100,496 shares; 2025Q4: 100,505 shares; 2026Q1: 100,505 shares 100,505 $2.03M 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,677 shares; 2025Q1: 2,404 shares; 2025Q2: 6,322 shares; 2025Q3: 6,452 shares; 2025Q4: 6,256 shares; 2026Q1: 6,697 shares 6,697 $2.03M 0.04% +441 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,562 shares; 2024Q4: 35,533 shares; 2025Q1: 31,426 shares; 2025Q2: 33,201 shares; 2025Q3: 30,024 shares; 2025Q4: 24,622 shares; 2026Q1: 22,001 shares 22,001 $2.02M 0.04% -2,621 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,697 shares; 2024Q4: 86,672 shares; 2025Q1: 40,217 shares; 2025Q2: 34,269 shares; 2025Q3: 27,293 shares; 2025Q4: 20,629 shares; 2026Q1: 11,675 shares 11,675 $2.02M 0.04% -8,954 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,615 shares; 2025Q1: 3,841 shares; 2025Q2: 3,530 shares; 2025Q3: 2,416 shares; 2025Q4: 5,683 shares; 2026Q1: 5,616 shares 5,616 $2.01M 0.04% -67 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,770 shares; 2024Q4: 37,806 shares; 2025Q1: 18,833 shares; 2025Q2: 76,289 shares; 2025Q3: 73,341 shares; 2025Q4: 72,309 shares; 2026Q1: 71,308 shares 71,308 $2M 0.04% -1,001 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,847 shares; 2025Q2: 46,847 shares; 2025Q3: 46,847 shares; 2025Q4: 46,847 shares; 2026Q1: 46,847 shares 46,847 $2M 0.04% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,775 shares; 2024Q4: 71,898 shares; 2025Q1: 68,318 shares; 2025Q2: 68,500 shares; 2025Q3: 54,119 shares; 2025Q4: 54,137 shares; 2026Q1: 28,600 shares 28,600 $1.99M 0.04% -25,537 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 2,406 shares; 2025Q4: 3,292 shares; 2026Q1: 3,658 shares 3,658 $1.97M 0.04% +366 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,969 shares; 2025Q4: 20,093 shares; 2026Q1: 20,399 shares 20,399 $1.96M 0.03% +306 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,038 shares; 2025Q1: 1,114 shares; 2025Q2: 1,498 shares; 2025Q3: 1,609 shares; 2025Q4: 5,512 shares; 2026Q1: 5,688 shares 5,688 $1.95M 0.03% +176 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,604 shares; 2025Q1: 4,528 shares; 2025Q2: 8,801 shares; 2025Q3: 7,038 shares; 2025Q4: 6,836 shares; 2026Q1: 6,772 shares 6,772 $1.94M 0.03% -64 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: 18,127 shares; 2025Q1: 13,233 shares; 2025Q2: 15,455 shares; 2025Q3: 15,280 shares; 2025Q4: 13,821 shares; 2026Q1: 12,577 shares 12,577 $1.9M 0.03% -1,244 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,504 shares; 2024Q4: 127,981 shares; 2025Q1: 130,018 shares; 2025Q2: 25,339 shares; 2025Q3: 25,778 shares; 2025Q4: 26,052 shares; 2026Q1: 29,431 shares 29,431 $1.9M 0.03% +3,379 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 9,113 shares; 2025Q1: 2,146 shares; 2025Q2: 4,543 shares; 2025Q3: 5,680 shares; 2025Q4: 14,218 shares; 2026Q1: 14,350 shares 14,350 $1.89M 0.03% +132 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,361 shares; 2025Q4: 20,368 shares; 2026Q1: 20,373 shares 20,373 $1.89M 0.03% +5 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 59,324 shares; 2025Q1: 58,714 shares; 2025Q2: 75,856 shares; 2025Q3: 75,849 shares; 2025Q4: 74,498 shares; 2026Q1: 75,122 shares 75,122 $1.89M 0.03% +624 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,734 shares; 2026Q1: 25,764 shares 25,764 $1.89M 0.03% +6,030 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,292 shares; 2025Q1: 9,275 shares; 2025Q2: 30,164 shares; 2025Q3: 30,203 shares; 2025Q4: 44,659 shares; 2026Q1: 46,460 shares 46,460 $1.88M 0.03% +1,801 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,345 shares; 2026Q1: 26,778 shares 26,778 $1.85M 0.03% +4,433 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 8,421 shares; 2025Q1: 8,451 shares; 2025Q2: 34,336 shares; 2025Q3: 34,374 shares; 2025Q4: 34,598 shares; 2026Q1: 35,054 shares 35,054 $1.85M 0.03% +456 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 35,599 shares; 2025Q2: 54,806 shares; 2025Q3: 54,837 shares; 2025Q4: 54,829 shares; 2026Q1: 56,435 shares 56,435 $1.84M 0.03% +1,606 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,251 shares; 2026Q1: 6,787 shares 6,787 $1.84M 0.03% -464 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,404 shares; 2024Q4: 66,480 shares; 2025Q1: 104,042 shares; 2025Q2: 99,200 shares; 2025Q3: 101,348 shares; 2025Q4: 98,073 shares; 2026Q1: 8,860 shares 8,860 $1.83M 0.03% -89,213 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 18,804 shares; 2025Q1: 17,548 shares; 2025Q2: 18,002 shares; 2025Q3: 18,605 shares; 2025Q4: 20,307 shares; 2026Q1: 18,461 shares 18,461 $1.8M 0.03% -1,846 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: not reported; 2025Q1: 2,717 shares; 2025Q2: 6,245 shares; 2025Q3: 6,266 shares; 2025Q4: 15,534 shares; 2026Q1: 9,837 shares 9,837 $1.79M 0.03% -5,697 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,896 shares; 2026Q1: 101,622 shares 101,622 $1.79M 0.03% -4,274 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,403 shares; 2025Q3: 1,603 shares; 2025Q4: 1,601 shares; 2026Q1: 1,501 shares 1,501 $1.79M 0.03% -100 IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,495 shares 18,495 $1.78M 0.03% new Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,945 shares; 2025Q3: 42,848 shares; 2025Q4: 42,848 shares; 2026Q1: 48,072 shares 48,072 $1.77M 0.03% +5,224 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,746 shares; 2025Q3: 60,746 shares; 2025Q4: 62,291 shares; 2026Q1: 78,279 shares 78,279 $1.75M 0.03% +15,988 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 22,333 shares; 2025Q1: 22,272 shares; 2025Q2: 23,150 shares; 2025Q3: 23,101 shares; 2025Q4: 23,183 shares; 2026Q1: 23,213 shares 23,213 $1.74M 0.03% +30 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,381 shares; 2024Q4: 56,629 shares; 2025Q1: 60,212 shares; 2025Q2: 58,953 shares; 2025Q3: 70,292 shares; 2025Q4: 66,788 shares; 2026Q1: 57,310 shares 57,310 $1.74M 0.03% -9,478 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 1,616 shares; 2025Q4: 4,212 shares; 2026Q1: 3,763 shares 3,763 $1.67M 0.03% -449 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,934 shares; 2024Q4: 25,365 shares; 2025Q1: 22,834 shares; 2025Q2: 29,156 shares; 2025Q3: 28,805 shares; 2025Q4: 33,589 shares; 2026Q1: 33,588 shares 33,588 $1.66M 0.03% -1 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,727 shares; 2024Q4: 54,727 shares; 2025Q1: not reported; 2025Q2: 54,727 shares; 2025Q3: 54,727 shares; 2025Q4: 34,727 shares; 2026Q1: 35,307 shares 35,307 $1.66M 0.03% +580 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,444 shares 88,444 $1.64M 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 28,721 shares; 2025Q1: 26,009 shares; 2025Q2: 29,748 shares; 2025Q3: 29,748 shares; 2025Q4: 31,133 shares; 2026Q1: 31,088 shares 31,088 $1.64M 0.03% -45 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,606 shares; 2024Q4: 37,912 shares; 2025Q1: 37,780 shares; 2025Q2: 32,194 shares; 2025Q3: 32,478 shares; 2025Q4: 32,584 shares; 2026Q1: 32,462 shares 32,462 $1.64M 0.03% -122 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,660 shares; 2025Q3: 14,842 shares; 2025Q4: 14,812 shares; 2026Q1: 14,091 shares 14,091 $1.63M 0.03% -721 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,497 shares; 2025Q1: 3,497 shares; 2025Q2: 20,684 shares; 2025Q3: 20,523 shares; 2025Q4: 20,523 shares; 2026Q1: 20,523 shares 20,523 $1.6M 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: 9,388 shares; 2025Q1: 5,059 shares; 2025Q2: 12,788 shares; 2025Q3: 12,385 shares; 2025Q4: 12,424 shares; 2026Q1: 12,414 shares 12,414 $1.6M 0.03% -10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 4,252 shares; 2025Q4: 7,081 shares; 2026Q1: 6,857 shares 6,857 $1.58M 0.03% -224 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,675 shares; 2025Q3: 9,686 shares; 2025Q4: 9,801 shares; 2026Q1: 9,858 shares 9,858 $1.56M 0.03% +57 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,841 shares; 2024Q4: 10,628 shares; 2025Q1: not reported; 2025Q2: 9,560 shares; 2025Q3: 9,523 shares; 2025Q4: 9,683 shares; 2026Q1: 9,855 shares 9,855 $1.55M 0.03% +172 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,183 shares; 2025Q1: 577 shares; 2025Q2: 1,615 shares; 2025Q3: 1,640 shares; 2025Q4: 1,867 shares; 2026Q1: 1,830 shares 1,830 $1.55M 0.03% -37 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,902 shares; 2024Q4: 14,627 shares; 2025Q1: 12,938 shares; 2025Q2: 13,736 shares; 2025Q3: 13,986 shares; 2025Q4: 19,960 shares; 2026Q1: 15,471 shares 15,471 $1.54M 0.03% -4,489 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,115 shares; 2024Q4: 263,352 shares; 2025Q1: 201,445 shares; 2025Q2: 24,698 shares; 2025Q3: 16,756 shares; 2025Q4: 14,514 shares; 2026Q1: 10,764 shares 10,764 $1.53M 0.03% -3,750 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,254 shares; 2024Q4: 26,011 shares; 2025Q1: 26,024 shares; 2025Q2: 26,044 shares; 2025Q3: 26,117 shares; 2025Q4: 24,479 shares; 2026Q1: 24,525 shares 24,525 $1.53M 0.03% +46 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,991 shares; 2026Q1: 12,088 shares 12,088 $1.53M 0.03% +97 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,983 shares; 2024Q4: 16,158 shares; 2025Q1: 11,689 shares; 2025Q2: 15,726 shares; 2025Q3: 14,187 shares; 2025Q4: 16,501 shares; 2026Q1: 6,247 shares 6,247 $1.52M 0.03% -10,254 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 14,234 shares 14,234 $1.52M 0.03% +10,950 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,926 shares; 2024Q4: 21,354 shares; 2025Q1: 21,354 shares; 2025Q2: 22,524 shares; 2025Q3: 22,559 shares; 2025Q4: 21,157 shares; 2026Q1: 21,250 shares 21,250 $1.51M 0.03% +93 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,712 shares; 2025Q4: 3,727 shares; 2026Q1: 4,177 shares 4,177 $1.5M 0.03% +450 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 5,919 shares; 2025Q1: 4,474 shares; 2025Q2: 5,876 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares; 2026Q1: 5,876 shares 5,876 $1.49M 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,078 shares; 2026Q1: 13,674 shares 13,674 $1.48M 0.03% +596 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 14,731 shares; 2025Q1: not reported; 2025Q2: 13,105 shares; 2025Q3: 13,105 shares; 2025Q4: 13,105 shares; 2026Q1: 13,310 shares 13,310 $1.46M 0.03% +205 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,042 shares; 2025Q3: 12,960 shares; 2025Q4: 16,897 shares; 2026Q1: 16,856 shares 16,856 $1.43M 0.03% -41 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,573 shares; 2026Q1: 3,571 shares 3,571 $1.43M 0.03% -2 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,952 shares; 2026Q1: 32,051 shares 32,051 $1.42M 0.03% +5,099 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: not reported; 2026Q1: 3,262 shares 3,262 $1.42M 0.03% new Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,418 shares; 2024Q4: 36,418 shares; 2025Q1: 33,285 shares; 2025Q2: 43,875 shares; 2025Q3: 43,880 shares; 2025Q4: 43,892 shares; 2026Q1: 44,060 shares 44,060 $1.42M 0.03% +168 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,820 shares 1,820 $1.41M 0.03% -20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,698 shares; 2025Q4: 13,262 shares; 2026Q1: 13,442 shares 13,442 $1.41M 0.03% +180 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,371 shares; 2025Q4: 12,462 shares; 2026Q1: 12,289 shares 12,289 $1.39M 0.02% -173 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,362 shares; 2024Q4: 6,862 shares; 2025Q1: not reported; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 7,310 shares; 2026Q1: 7,657 shares 7,657 $1.39M 0.02% +347 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,870 shares; 2025Q1: 9,035 shares; 2025Q2: 9,542 shares; 2025Q3: 9,596 shares; 2025Q4: 9,494 shares; 2026Q1: 9,550 shares 9,550 $1.38M 0.02% +56 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,414 shares; 2025Q1: 4,571 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,916 shares; 2026Q1: 9,173 shares 9,173 $1.36M 0.02% +1,257 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 15,630 shares; 2025Q1: 15,195 shares; 2025Q2: 18,750 shares; 2025Q3: 12,143 shares; 2025Q4: 12,143 shares; 2026Q1: 11,633 shares 11,633 $1.35M 0.02% -510 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,654 shares 26,654 $1.35M 0.02% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,573 shares; 2025Q1: 3,394 shares; 2025Q2: 4,915 shares; 2025Q3: 5,159 shares; 2025Q4: 12,805 shares; 2026Q1: 14,028 shares 14,028 $1.34M 0.02% +1,223 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,551 shares; 2025Q4: 9,033 shares; 2026Q1: 9,033 shares 9,033 $1.32M 0.02% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,793 shares; 2024Q4: 9,793 shares; 2025Q1: 14,026 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,272 shares; 2026Q1: 14,272 shares 14,272 $1.31M 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,314 shares; 2025Q1: 4,310 shares; 2025Q2: 4,346 shares; 2025Q3: 4,339 shares; 2025Q4: 4,338 shares; 2026Q1: 6,224 shares 6,224 $1.31M 0.02% +1,886 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,137 shares; 2025Q1: 6,028 shares; 2025Q2: 8,895 shares; 2025Q3: 9,376 shares; 2025Q4: 23,869 shares; 2026Q1: 25,663 shares 25,663 $1.3M 0.02% +1,794 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,096 shares; 2026Q1: 31,200 shares 31,200 $1.3M 0.02% +104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,062 shares; 2025Q1: 4,077 shares; 2025Q2: 7,362 shares; 2025Q3: 7,652 shares; 2025Q4: 8,016 shares; 2026Q1: 11,219 shares 11,219 $1.29M 0.02% +3,203 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,992 shares; 2025Q1: 65,992 shares; 2025Q2: 51,188 shares; 2025Q3: not reported; 2025Q4: 38,759 shares; 2026Q1: 39,796 shares 39,796 $1.28M 0.02% +1,037 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,392 shares; 2025Q3: 2,725 shares; 2025Q4: 12,220 shares; 2026Q1: 12,957 shares 12,957 $1.27M 0.02% +737 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,194 shares; 2026Q1: 21,167 shares 21,167 $1.27M 0.02% -27 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,083 shares; 2025Q1: 1,908 shares; 2025Q2: 4,051 shares; 2025Q3: 4,200 shares; 2025Q4: 4,058 shares; 2026Q1: 4,344 shares 4,344 $1.27M 0.02% +286 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 5,296 shares; 2025Q1: 4,463 shares; 2025Q2: 8,820 shares; 2025Q3: 5,296 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $1.25M 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 9,389 shares; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 4,063 shares; 2025Q4: 6,095 shares; 2026Q1: 5,780 shares 5,780 $1.24M 0.02% -315 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 3,868 shares; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,504 shares; 2025Q4: 4,836 shares; 2026Q1: 4,914 shares 4,914 $1.23M 0.02% +78 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 13,121 shares; 2025Q1: 7,568 shares; 2025Q2: 16,324 shares; 2025Q3: 16,228 shares; 2025Q4: 15,114 shares; 2026Q1: 11,548 shares 11,548 $1.22M 0.02% -3,566 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 15,045 shares; 2025Q1: 23,758 shares; 2025Q2: 36,505 shares; 2025Q3: 39,467 shares; 2025Q4: 41,288 shares; 2026Q1: 41,999 shares 41,999 $1.22M 0.02% +711 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,022 shares; 2025Q1: 5,015 shares; 2025Q2: 15,077 shares; 2025Q3: 15,072 shares; 2025Q4: 15,091 shares; 2026Q1: 15,177 shares 15,177 $1.22M 0.02% +86 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,713 shares; 2026Q1: 35,762 shares 35,762 $1.17M 0.02% -7,951 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,586 shares; 2025Q3: 5,604 shares; 2025Q4: 10,836 shares; 2026Q1: 12,406 shares 12,406 $1.16M 0.02% +1,570 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,466 shares; 2025Q3: 2,749 shares; 2025Q4: 2,404 shares; 2026Q1: 3,415 shares 3,415 $1.16M 0.02% +1,011 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,871 shares; 2025Q3: 25,529 shares; 2025Q4: 27,938 shares; 2026Q1: 27,938 shares 27,938 $1.15M 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,433 shares; 2024Q4: 119,433 shares; 2025Q1: 119,433 shares; 2025Q2: 120,262 shares; 2025Q3: 120,354 shares; 2025Q4: 150,256 shares; 2026Q1: 120,829 shares 120,829 $1.15M 0.02% -29,427 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,473 shares; 2026Q1: 19,418 shares 19,418 $1.14M 0.02% -55 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 6,083 shares; 2025Q1: 18,970 shares; 2025Q2: 29,288 shares; 2025Q3: 14,936 shares; 2025Q4: 17,048 shares; 2026Q1: 13,485 shares 13,485 $1.14M 0.02% -3,563 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,236 shares; 2025Q2: 27,330 shares; 2025Q3: not reported; 2025Q4: 27,495 shares; 2026Q1: 12,158 shares 12,158 $1.13M 0.02% -15,337 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 4,200 shares; 2025Q1: not reported; 2025Q2: 21,780 shares; 2025Q3: 20,582 shares; 2025Q4: 20,612 shares; 2026Q1: 21,104 shares 21,104 $1.12M 0.02% +492 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,964 shares; 2025Q3: 10,430 shares; 2025Q4: 10,225 shares; 2026Q1: 10,082 shares 10,082 $1.11M 0.02% -143 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: 3,704 shares 3,704 $1.1M 0.02% +1,056 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 9,218 shares; 2025Q1: not reported; 2025Q2: 12,227 shares; 2025Q3: 15,259 shares; 2025Q4: 16,055 shares; 2026Q1: 16,081 shares 16,081 $1.09M 0.02% +26 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,113 shares; 2025Q3: 3,367 shares; 2025Q4: 8,675 shares; 2026Q1: 9,607 shares 9,607 $1.09M 0.02% +932 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,459 shares; 2025Q3: 9,240 shares; 2025Q4: 12,151 shares; 2026Q1: 12,243 shares 12,243 $1.08M 0.02% +92 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,325 shares; 2025Q4: 2,067 shares; 2026Q1: 4,044 shares 4,044 $1.08M 0.02% +1,977 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,014 shares; 2025Q1: not reported; 2025Q2: 7,042 shares; 2025Q3: 7,357 shares; 2025Q4: 4,613 shares; 2026Q1: 5,100 shares 5,100 $1.08M 0.02% +487 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 7,996 shares; 2025Q3: 8,803 shares; 2025Q4: 8,818 shares; 2026Q1: 7,898 shares 7,898 $1.07M 0.02% -920 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,121 shares; 2025Q4: 12,451 shares; 2026Q1: 8,635 shares 8,635 $1.06M 0.02% -3,816 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,981 shares; 2026Q1: 4,993 shares 4,993 $1.06M 0.02% +12 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 728 shares; 2025Q4: 2,199 shares; 2026Q1: 2,212 shares 2,212 $1.05M 0.02% +13 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,273 shares; 2024Q4: 16,095 shares; 2025Q1: 13,542 shares; 2025Q2: 15,105 shares; 2025Q3: 15,106 shares; 2025Q4: 13,771 shares; 2026Q1: 14,895 shares 14,895 $1.05M 0.02% +1,124 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,482 shares; 2025Q3: 15,558 shares; 2025Q4: 15,916 shares; 2026Q1: 13,116 shares 13,116 $1.04M 0.02% -2,800 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,295 shares; 2024Q4: 17,838 shares; 2025Q1: 5,576 shares; 2025Q2: 18,808 shares; 2025Q3: 13,816 shares; 2025Q4: 15,815 shares; 2026Q1: 12,975 shares 12,975 $1.04M 0.02% -2,840 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 1,635 shares 1,635 $1.04M 0.02% +349 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 9,946 shares; 2025Q1: not reported; 2025Q2: 9,899 shares; 2025Q3: 9,899 shares; 2025Q4: 9,899 shares; 2026Q1: 11,028 shares 11,028 $1.03M 0.02% +1,129 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,293 shares; 2025Q3: 8,387 shares; 2025Q4: 8,226 shares; 2026Q1: 7,488 shares 7,488 $1.02M 0.02% -738 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,379 shares; 2025Q1: 1,867 shares; 2025Q2: 2,753 shares; 2025Q3: not reported; 2025Q4: 4,776 shares; 2026Q1: 4,855 shares 4,855 $1.01M 0.02% +79 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,449 shares; 2025Q1: 1,077 shares; 2025Q2: 3,045 shares; 2025Q3: 3,650 shares; 2025Q4: 3,775 shares; 2026Q1: 3,793 shares 3,793 $1.01M 0.02% +18 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 4,542 shares; 2025Q1: not reported; 2025Q2: 4,771 shares; 2025Q3: 4,989 shares; 2025Q4: 6,814 shares; 2026Q1: 12,700 shares 12,700 $1.01M 0.02% +5,886 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,381 shares; 2025Q1: 5,844 shares; 2025Q2: 9,632 shares; 2025Q3: 4,567 shares; 2025Q4: 8,633 shares; 2026Q1: 7,586 shares 7,586 $1.01M 0.02% -1,047 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,075 shares 9,075 $996K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,289 shares; 2026Q1: 8,307 shares 8,307 $986K 0.02% +18 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 2,387 shares; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 4,220 shares; 2025Q4: 4,579 shares; 2026Q1: 4,886 shares 4,886 $972K 0.02% +307 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 17,143 shares; 2025Q3: 17,143 shares; 2025Q4: 22,753 shares; 2026Q1: 22,753 shares 22,753 $969K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 1,240 shares; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,004 shares; 2025Q4: 2,466 shares; 2026Q1: 5,480 shares 5,480 $963K 0.02% +3,014 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 3,103 shares; 2025Q1: 3,027 shares; 2025Q2: 5,777 shares; 2025Q3: 6,226 shares; 2025Q4: 7,039 shares; 2026Q1: 6,555 shares 6,555 $957K 0.02% -484 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 17,169 shares; 2025Q1: 9,700 shares; 2025Q2: 17,383 shares; 2025Q3: 17,580 shares; 2025Q4: 17,679 shares; 2026Q1: 18,866 shares 18,866 $954K 0.02% +1,187 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,714 shares; 2026Q1: 14,675 shares 14,675 $940K 0.02% -39 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,873 shares; 2024Q4: 73,002 shares; 2025Q1: 46,506 shares; 2025Q2: 28,518 shares; 2025Q3: 20,293 shares; 2025Q4: 8,647 shares; 2026Q1: 5,978 shares 5,978 $940K 0.02% -2,669 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,049 shares; 2024Q4: 3,769 shares; 2025Q1: 1,455 shares; 2025Q2: 5,136 shares; 2025Q3: 4,347 shares; 2025Q4: 7,159 shares; 2026Q1: 4,188 shares 4,188 $926K 0.02% -2,971 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,762 shares; 2026Q1: 10,965 shares 10,965 $918K 0.02% +203 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,926 shares; 2026Q1: 16,121 shares 16,121 $911K 0.02% +195 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares; 2026Q1: 12,368 shares 12,368 $909K 0.02% +40 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,861 shares; 2025Q3: 10,498 shares; 2025Q4: 10,914 shares; 2026Q1: 16,050 shares 16,050 $904K 0.02% +5,136 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,464 shares 75,464 $898K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,521 shares; 2026Q1: 9,573 shares 9,573 $896K 0.02% +52 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 8,788 shares; 2025Q1: not reported; 2025Q2: 10,896 shares; 2025Q3: 10,770 shares; 2025Q4: 10,785 shares; 2026Q1: 7,008 shares 7,008 $892K 0.02% -3,777 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,897 shares; 2025Q3: 5,959 shares; 2025Q4: 5,792 shares; 2026Q1: 10,254 shares 10,254 $890K 0.02% +4,462 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,821 shares; 2024Q4: 66,961 shares; 2025Q1: 70,752 shares; 2025Q2: 67,262 shares; 2025Q3: 70,134 shares; 2025Q4: 70,283 shares; 2026Q1: 64,998 shares 64,998 $889K 0.02% -5,285 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 9,558 shares; 2025Q4: 9,530 shares; 2026Q1: 9,587 shares 9,587 $885K 0.02% +57 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,516 shares; 2025Q3: not reported; 2025Q4: 26,763 shares; 2026Q1: 15,129 shares 15,129 $885K 0.02% -11,634 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 888 shares; 2025Q4: 2,977 shares; 2026Q1: 2,880 shares 2,880 $876K 0.02% -97 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,013 shares; 2026Q1: 9,947 shares 9,947 $871K 0.02% +934 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,587 shares; 2025Q1: 14,587 shares; 2025Q2: 15,536 shares; 2025Q3: 14,587 shares; 2025Q4: 14,587 shares; 2026Q1: 14,587 shares 14,587 $869K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,119 shares; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 3,141 shares; 2025Q4: 3,160 shares; 2026Q1: 2,646 shares 2,646 $865K 0.02% -514 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,513 shares; 2024Q4: 6,513 shares; 2025Q1: not reported; 2025Q2: 7,461 shares; 2025Q3: 7,493 shares; 2025Q4: 7,492 shares; 2026Q1: 6,365 shares 6,365 $862K 0.02% -1,127 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 12,637 shares; 2025Q3: 12,756 shares; 2025Q4: 17,296 shares; 2026Q1: 18,542 shares 18,542 $861K 0.02% +1,246 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 8,566 shares; 2025Q1: not reported; 2025Q2: 11,065 shares; 2025Q3: 11,391 shares; 2025Q4: 13,865 shares; 2026Q1: 14,936 shares 14,936 $860K 0.02% +1,071 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,045 shares; 2025Q3: 12,481 shares; 2025Q4: 12,468 shares; 2026Q1: 13,170 shares 13,170 $851K 0.02% +702 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,847 shares; 2025Q1: not reported; 2025Q2: 8,925 shares; 2025Q3: 5,435 shares; 2025Q4: 25,104 shares; 2026Q1: 26,524 shares 26,524 $849K 0.02% +1,420 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,486 shares; 2025Q3: 5,531 shares; 2025Q4: 5,673 shares; 2026Q1: 6,209 shares 6,209 $844K 0.02% +536 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,144 shares; 2025Q1: 4,590 shares; 2025Q2: 6,952 shares; 2025Q3: 7,021 shares; 2025Q4: 13,822 shares; 2026Q1: 9,448 shares 9,448 $837K 0.01% -4,374 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 942 shares; 2025Q1: 828 shares; 2025Q2: 1,667 shares; 2025Q3: 1,668 shares; 2025Q4: 1,673 shares; 2026Q1: 5,104 shares 5,104 $832K 0.01% +3,431 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,907 shares; 2026Q1: 10,046 shares 10,046 $827K 0.01% +139 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,928 shares 8,928 $826K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares; 2025Q4: 12,677 shares; 2026Q1: 12,419 shares 12,419 $826K 0.01% -258 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,977 shares; 2025Q1: 6,338 shares; 2025Q2: 7,219 shares; 2025Q3: 7,287 shares; 2025Q4: 7,410 shares; 2026Q1: 7,421 shares 7,421 $825K 0.01% +11 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,709 shares; 2025Q3: 10,707 shares; 2025Q4: 15,698 shares; 2026Q1: 15,648 shares 15,648 $824K 0.01% -50 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,577 shares; 2026Q1: 6,666 shares 6,666 $822K 0.01% -1,911 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,175 shares; 2026Q1: 16,769 shares 16,769 $821K 0.01% +9,594 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,227 shares; 2025Q1: 10,249 shares; 2025Q2: 11,496 shares; 2025Q3: 11,522 shares; 2025Q4: 11,544 shares; 2026Q1: 11,568 shares 11,568 $820K 0.01% +24 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,548 shares; 2025Q3: 13,575 shares; 2025Q4: 13,886 shares; 2026Q1: 13,886 shares 13,886 $820K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,139 shares 6,139 $818K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 3,004 shares; 2025Q4: 2,982 shares; 2026Q1: 2,887 shares 2,887 $815K 0.01% -95 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,652 shares; 2025Q1: 2,712 shares; 2025Q2: 889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $811K 0.01% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,410 shares; 2024Q4: 68,410 shares; 2025Q1: 68,410 shares; 2025Q2: 68,410 shares; 2025Q3: 68,494 shares; 2025Q4: 68,507 shares; 2026Q1: 68,410 shares 68,410 $811K 0.01% -97 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 1,989 shares; 2025Q1: 1,904 shares; 2025Q2: 2,664 shares; 2025Q3: 2,969 shares; 2025Q4: 3,165 shares; 2026Q1: 4,183 shares 4,183 $802K 0.01% +1,018 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,947 shares; 2025Q1: 8,201 shares; 2025Q2: 10,859 shares; 2025Q3: 15,958 shares; 2025Q4: 15,016 shares; 2026Q1: 17,346 shares 17,346 $797K 0.01% +2,330 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 8,709 shares; 2025Q1: 9,479 shares; 2025Q2: 11,418 shares; 2025Q3: 14,516 shares; 2025Q4: 14,492 shares; 2026Q1: 14,519 shares 14,519 $793K 0.01% +27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,827 shares; 2025Q3: 15,101 shares; 2025Q4: 24,725 shares; 2026Q1: 17,868 shares 17,868 $789K 0.01% -6,857 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 4,740 shares 4,740 $782K 0.01% +1,750 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 3,088 shares 3,088 $774K 0.01% +1,162 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: not reported; 2025Q2: 19,684 shares; 2025Q3: 19,684 shares; 2025Q4: 19,649 shares; 2026Q1: 19,649 shares 19,649 $764K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,776 shares; 2026Q1: 9,237 shares 9,237 $755K 0.01% +2,461 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares 1,614 $751K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,610 shares; 2025Q3: 3,503 shares; 2025Q4: 5,187 shares; 2026Q1: 10,173 shares 10,173 $749K 0.01% +4,986 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,937 shares; 2026Q1: 13,242 shares 13,242 $748K 0.01% -695 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,253 shares; 2025Q4: 2,249 shares; 2026Q1: 2,328 shares 2,328 $746K 0.01% +79 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,735 shares; 2025Q4: 36,495 shares; 2026Q1: 37,129 shares 37,129 $744K 0.01% +634 Timeline