SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 722,665 shares; 2025Q1: 442,313 shares; 2025Q2: 1,545,788 shares; 2025Q3: 1,427,133 shares; 2025Q4: 1,281,899 shares; 2026Q1: 1,147,807 shares; 2026Q2: 1,847,279 shares 1,847,279 $186M 5.37% +699,472 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,921,231 shares; 2025Q1: 1,491,967 shares; 2025Q2: 181,014 shares; 2025Q3: 1,078,319 shares; 2025Q4: 1,022,536 shares; 2026Q1: 985,753 shares; 2026Q2: 861,670 shares 861,670 $83.2M 2.4% -124,083 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 278,475 shares; 2025Q1: 260,857 shares; 2025Q2: 352,487 shares; 2025Q3: 399,452 shares; 2025Q4: 402,166 shares; 2026Q1: 408,854 shares; 2026Q2: 894,736 shares 894,736 $73.5M 2.12% +485,882 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176,965 shares; 2025Q1: 189,978 shares; 2025Q2: 208,224 shares; 2025Q3: 245,217 shares; 2025Q4: 236,446 shares; 2026Q1: 254,754 shares; 2026Q2: 243,940 shares 243,940 $70.6M 2.04% -10,814 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,843 shares; 2025Q1: 245,716 shares; 2025Q2: 273,745 shares; 2025Q3: 296,466 shares; 2025Q4: 300,575 shares; 2026Q1: 314,256 shares; 2026Q2: 312,073 shares 312,073 $62.4M 1.8% -2,183 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; 2024Q3: restricted; 2024Q4: 197,104 shares; 2025Q1: 224,464 shares; 2025Q2: 198,417 shares; 2025Q3: 216,458 shares; 2025Q4: 253,045 shares; 2026Q1: 176,404 shares; 2026Q2: 767,143 shares 767,143 $61.8M 1.78% +590,739 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,966,186 shares; 2025Q1: 1,822,471 shares; 2025Q2: 2,235,549 shares; 2025Q3: 2,663,197 shares; 2025Q4: 2,650,742 shares; 2026Q1: 2,672,691 shares; 2026Q2: 2,735,565 shares 2,735,565 $61M 1.76% +62,874 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,776,829 shares; 2025Q1: 1,673,235 shares; 2025Q2: 1,678,522 shares; 2025Q3: 2,005,449 shares; 2025Q4: 2,011,300 shares; 2026Q1: 2,053,033 shares; 2026Q2: 2,095,671 shares 2,095,671 $60.9M 1.76% +42,638 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650,260 shares; 2025Q1: 615,639 shares; 2025Q2: 1,163,511 shares; 2025Q3: 1,315,476 shares; 2025Q4: 1,349,746 shares; 2026Q1: 1,387,555 shares; 2026Q2: 1,159,375 shares 1,159,375 $56.1M 1.62% -228,180 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229,261 shares; 2025Q1: 231,742 shares; 2025Q2: 1,690,403 shares; 2025Q3: 1,037,551 shares; 2025Q4: 1,058,055 shares; 2026Q1: 1,112,845 shares; 2026Q2: 1,121,562 shares 1,121,562 $53.8M 1.55% +8,717 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,186,803 shares; 2025Q1: 2,043,626 shares; 2025Q2: 19,207 shares; 2025Q3: 2,687,022 shares; 2025Q4: 2,752,121 shares; 2026Q1: 2,815,704 shares; 2026Q2: 1,849,623 shares 1,849,623 $52.5M 1.52% -966,081 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 179,880 shares; 2025Q1: 226,214 shares; 2025Q2: 207,192 shares; 2025Q3: 237,926 shares; 2025Q4: 233,647 shares; 2026Q1: 177,164 shares; 2026Q2: 168,070 shares 168,070 $50.9M 1.47% -9,094 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037,980 shares; 2025Q4: 969,357 shares; 2026Q1: 929,563 shares; 2026Q2: 927,556 shares 927,556 $49.5M 1.43% -2,007 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116,496 shares; 2025Q1: 132,271 shares; 2025Q2: 154,395 shares; 2025Q3: 139,990 shares; 2025Q4: 131,168 shares; 2026Q1: 134,266 shares; 2026Q2: 130,128 shares 130,128 $46.5M 1.34% -4,138 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 232,351 shares; 2025Q1: 281,643 shares; 2025Q2: 328,571 shares; 2025Q3: 312,968 shares; 2025Q4: 312,076 shares; 2026Q1: 208,906 shares; 2026Q2: 200,775 shares 200,775 $45.6M 1.32% -8,131 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,402 shares; 2025Q1: 84,176 shares; 2025Q2: 92,380 shares; 2025Q3: 111,946 shares; 2025Q4: 109,200 shares; 2026Q1: 121,562 shares; 2026Q2: 118,731 shares 118,731 $44.3M 1.28% -2,831 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; 2024Q3: restricted; 2024Q4: 23,623 shares; 2025Q1: 27,223 shares; 2025Q2: 28,717 shares; 2025Q3: 30,908 shares; 2025Q4: 29,275 shares; 2026Q1: 33,818 shares; 2026Q2: 35,493 shares 35,493 $42.6M 1.23% +1,675 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; 2024Q3: restricted; 2024Q4: 107,805 shares; 2025Q1: 115,942 shares; 2025Q2: 136,372 shares; 2025Q3: 155,180 shares; 2025Q4: 161,506 shares; 2026Q1: 178,645 shares; 2026Q2: 175,196 shares 175,196 $41.8M 1.21% -3,449 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,403 shares; 2025Q1: 55,410 shares; 2025Q2: 64,525 shares; 2025Q3: 69,003 shares; 2025Q4: 68,741 shares; 2026Q1: 83,334 shares; 2026Q2: 264,980 shares 264,980 $39.3M 1.13% +181,646 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,073 shares; 2025Q1: 95,581 shares; 2025Q2: 100,410 shares; 2025Q3: 73,803 shares; 2025Q4: 75,050 shares; 2026Q1: 92,474 shares; 2026Q2: 90,468 shares 90,468 $34.2M 0.99% -2,006 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; 2024Q3: restricted; 2024Q4: 1,083,702 shares; 2025Q1: 1,150,408 shares; 2025Q2: 606,063 shares; 2025Q3: 643,187 shares; 2025Q4: 649,847 shares; 2026Q1: 659,851 shares; 2026Q2: 668,819 shares 668,819 $33.8M 0.97% +8,968 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221,032 shares; 2025Q1: 282,830 shares; 2025Q2: 345,794 shares; 2025Q3: 271,009 shares; 2025Q4: 275,295 shares; 2026Q1: 282,635 shares; 2026Q2: 283,258 shares 283,258 $33.7M 0.97% +623 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,879 shares; 2025Q1: 75,329 shares; 2025Q2: 72,605 shares; 2025Q3: 62,009 shares; 2025Q4: 58,401 shares; 2026Q1: 71,929 shares; 2026Q2: 79,450 shares 79,450 $33.4M 0.96% +7,521 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,967 shares; 2025Q1: 59,788 shares; 2025Q2: 61,760 shares; 2025Q3: 65,283 shares; 2025Q4: 68,284 shares; 2026Q1: 87,567 shares; 2026Q2: 93,869 shares 93,869 $32.2M 0.93% +6,302 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,583 shares; 2025Q1: 170,735 shares; 2025Q2: 195,369 shares; 2025Q3: 150,740 shares; 2025Q4: 143,715 shares; 2026Q1: 74,199 shares; 2026Q2: 344,313 shares 344,313 $30.3M 0.87% +270,114 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,180 shares; 2025Q1: 142,684 shares; 2025Q2: 157,447 shares; 2025Q3: 126,648 shares; 2025Q4: 122,289 shares; 2026Q1: 60,751 shares; 2026Q2: 236,020 shares 236,020 $29.3M 0.85% +175,269 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 294,271 shares; 2025Q1: 407,174 shares; 2025Q2: 460,475 shares; 2025Q3: 357,572 shares; 2025Q4: 343,577 shares; 2026Q1: 166,724 shares; 2026Q2: 154,478 shares 154,478 $29.1M 0.84% -12,246 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 193,626 shares; 2025Q1: 225,186 shares; 2025Q2: 262,024 shares; 2025Q3: 241,547 shares; 2025Q4: 236,247 shares; 2026Q1: 120,940 shares; 2026Q2: 118,254 shares 118,254 $28.7M 0.83% -2,686 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; 2024Q3: restricted; 2024Q4: 29,639 shares; 2025Q1: 35,807 shares; 2025Q2: 40,979 shares; 2025Q3: 34,596 shares; 2025Q4: 36,690 shares; 2026Q1: 46,095 shares; 2026Q2: 50,292 shares 50,292 $28.3M 0.82% +4,197 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,843,143 shares; 2025Q1: 1,909,279 shares; 2025Q2: 2,105,587 shares; 2025Q3: 1,888,742 shares; 2025Q4: 1,848,372 shares; 2026Q1: 1,055,086 shares; 2026Q2: 792,816 shares 792,816 $27.6M 0.8% -262,270 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,015 shares; 2025Q1: 92,636 shares; 2025Q2: 91,228 shares; 2025Q3: 91,679 shares; 2025Q4: 91,842 shares; 2026Q1: 93,355 shares; 2026Q2: 35,282 shares 35,282 $26.4M 0.76% -58,073 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 221,142 shares; 2025Q1: 274,717 shares; 2025Q2: 137,825 shares; 2025Q3: 235,006 shares; 2025Q4: 240,338 shares; 2026Q1: 249,006 shares; 2026Q2: 237,041 shares 237,041 $25.5M 0.74% -11,965 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 738,357 shares; 2025Q1: 749,499 shares; 2025Q2: 721,021 shares; 2025Q3: 917,714 shares; 2025Q4: 934,668 shares; 2026Q1: 957,521 shares; 2026Q2: 533,148 shares 533,148 $25.1M 0.72% -424,373 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; 2024Q3: restricted; 2024Q4: 22,197 shares; 2025Q1: 37,326 shares; 2025Q2: 21,891 shares; 2025Q3: 43,365 shares; 2025Q4: 61,923 shares; 2026Q1: 43,007 shares; 2026Q2: 64,827 shares 64,827 $24M 0.69% +21,820 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; 2024Q3: restricted; 2024Q4: 53,106 shares; 2025Q1: 61,936 shares; 2025Q2: 68,758 shares; 2025Q3: 60,898 shares; 2025Q4: 122,433 shares; 2026Q1: 127,378 shares; 2026Q2: 120,212 shares 120,212 $22.9M 0.66% -7,166 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; 2024Q3: restricted; 2024Q4: 39,263 shares; 2025Q1: 32,387 shares; 2025Q2: 29,274 shares; 2025Q3: 31,039 shares; 2025Q4: 29,123 shares; 2026Q1: 27,728 shares; 2026Q2: 30,467 shares 30,467 $22.8M 0.66% +2,739 Timeline TAXF 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; 2024Q3: restricted; 2024Q4: 618,763 shares; 2025Q1: 637,723 shares; 2025Q2: 292,028 shares; 2025Q3: 393,705 shares; 2025Q4: 400,348 shares; 2026Q1: 407,485 shares; 2026Q2: 428,304 shares 428,304 $21.8M 0.63% +20,819 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 463,676 shares; 2025Q1: 577,148 shares; 2025Q2: 285,539 shares; 2025Q3: 541,963 shares; 2025Q4: 564,405 shares; 2026Q1: 589,649 shares; 2026Q2: 428,558 shares 428,558 $21.7M 0.63% -161,091 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,079 shares; 2025Q1: 93,971 shares; 2025Q2: 114,984 shares; 2025Q3: 105,040 shares; 2025Q4: 107,778 shares; 2026Q1: 113,785 shares; 2026Q2: 109,235 shares 109,235 $21.2M 0.61% -4,550 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203,903 shares; 2025Q1: 178,529 shares; 2025Q2: 140,042 shares; 2025Q3: 201,108 shares; 2025Q4: 192,048 shares; 2026Q1: 321,415 shares; 2026Q2: 219,118 shares 219,118 $21M 0.61% -102,297 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; 2024Q3: restricted; 2024Q4: 70,852 shares; 2025Q1: 84,382 shares; 2025Q2: 108,088 shares; 2025Q3: 83,890 shares; 2025Q4: 89,672 shares; 2026Q1: 92,389 shares; 2026Q2: 94,196 shares 94,196 $20.5M 0.59% +1,807 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,269 shares; 2025Q1: 69,458 shares; 2025Q2: 65,305 shares; 2025Q3: 85,402 shares; 2025Q4: 85,883 shares; 2026Q1: 89,953 shares; 2026Q2: 78,286 shares 78,286 $19.7M 0.57% -11,667 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 269,966 shares; 2025Q1: 258,652 shares; 2025Q2: 304,726 shares; 2025Q3: 320,744 shares; 2025Q4: 327,291 shares; 2026Q1: 307,056 shares; 2026Q2: 307,901 shares 307,901 $18.7M 0.54% +845 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,723 shares; 2025Q1: 117,599 shares; 2025Q2: 117,390 shares; 2025Q3: 109,551 shares; 2025Q4: 112,863 shares; 2026Q1: 128,203 shares; 2026Q2: 134,747 shares 134,747 $18.5M 0.53% +6,544 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,182 shares; 2025Q1: 62,122 shares; 2025Q2: 52,328 shares; 2025Q3: 52,257 shares; 2025Q4: 53,207 shares; 2026Q1: 52,865 shares; 2026Q2: 51,008 shares 51,008 $17.5M 0.51% -1,857 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; 2024Q3: restricted; 2024Q4: 40,896 shares; 2025Q1: 57,801 shares; 2025Q2: 47,084 shares; 2025Q3: 65,826 shares; 2025Q4: 68,064 shares; 2026Q1: 73,965 shares; 2026Q2: 61,801 shares 61,801 $16.8M 0.49% -12,164 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; 2024Q3: restricted; 2024Q4: 137,610 shares; 2025Q1: 123,637 shares; 2025Q2: 130,002 shares; 2025Q3: 144,336 shares; 2025Q4: 150,142 shares; 2026Q1: 147,204 shares; 2026Q2: 132,552 shares 132,552 $15.6M 0.45% -14,652 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; 2024Q3: restricted; 2024Q4: 135,290 shares; 2025Q1: 126,845 shares; 2025Q2: 151,783 shares; 2025Q3: 165,742 shares; 2025Q4: 188,739 shares; 2026Q1: 251,290 shares; 2026Q2: 263,596 shares 263,596 $15.2M 0.44% +12,306 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,259 shares; 2025Q1: 34,421 shares; 2025Q2: 42,345 shares; 2025Q3: 13,335 shares; 2025Q4: 13,440 shares; 2026Q1: 87,377 shares; 2026Q2: 76,204 shares 76,204 $14.1M 0.41% -11,173 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,633 shares; 2025Q1: 19,093 shares; 2025Q2: 10,396 shares; 2025Q3: 21,285 shares; 2025Q4: 22,796 shares; 2026Q1: 23,708 shares; 2026Q2: 26,565 shares 26,565 $13.6M 0.39% +2,857 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; 2024Q3: restricted; 2024Q4: 36,307 shares; 2025Q1: 39,379 shares; 2025Q2: 15,750 shares; 2025Q3: 34,339 shares; 2025Q4: 35,565 shares; 2026Q1: 37,322 shares; 2026Q2: 39,810 shares 39,810 $13.5M 0.39% +2,488 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,395 shares; 2025Q1: 30,918 shares; 2025Q2: 32,920 shares; 2025Q3: 26,046 shares; 2025Q4: 26,202 shares; 2026Q1: 14,044 shares; 2026Q2: 12,491 shares 12,491 $13.3M 0.38% -1,553 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; 2024Q3: restricted; 2024Q4: 21,059 shares; 2025Q1: 27,248 shares; 2025Q2: 33,008 shares; 2025Q3: 29,414 shares; 2025Q4: 32,267 shares; 2026Q1: 39,028 shares; 2026Q2: 46,147 shares 46,147 $13.2M 0.38% +7,119 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,018 shares; 2025Q1: 167,962 shares; 2025Q2: 154,888 shares; 2025Q3: 160,167 shares; 2025Q4: 164,147 shares; 2026Q1: 167,141 shares; 2026Q2: 168,876 shares 168,876 $13M 0.38% +1,735 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,233,688 shares; 2025Q1: 843,256 shares; 2025Q2: 38,154 shares; 2025Q3: 233,308 shares; 2025Q4: 228,028 shares; 2026Q1: 273,350 shares; 2026Q2: 274,278 shares 274,278 $12.9M 0.37% +928 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,788 shares; 2025Q2: 8,788 shares; 2025Q3: 10,521 shares; 2025Q4: 10,851 shares; 2026Q1: 2,658 shares; 2026Q2: 120,284 shares 120,284 $12.8M 0.37% +117,626 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,490 shares; 2025Q1: 79,859 shares; 2025Q2: 93,971 shares; 2025Q3: 67,757 shares; 2025Q4: 70,864 shares; 2026Q1: 76,582 shares; 2026Q2: 78,961 shares 78,961 $12.6M 0.36% +2,379 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; 2024Q3: restricted; 2024Q4: 10,853 shares; 2025Q1: 16,565 shares; 2025Q2: 20,405 shares; 2025Q3: 7,209 shares; 2025Q4: 6,545 shares; 2026Q1: 29,194 shares; 2026Q2: 29,729 shares 29,729 $12.4M 0.36% +535 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; 2024Q3: restricted; 2024Q4: 19,118 shares; 2025Q1: 125,365 shares; 2025Q2: 107,334 shares; 2025Q3: 96,801 shares; 2025Q4: 106,569 shares; 2026Q1: 92,994 shares; 2026Q2: 95,317 shares 95,317 $12.2M 0.35% +2,323 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323,182 shares; 2026Q2: 350,870 shares 350,870 $12.2M 0.35% +27,688 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; 2024Q3: restricted; 2024Q4: 9,298 shares; 2025Q1: 180,913 shares; 2025Q2: 129,566 shares; 2025Q3: 147,364 shares; 2025Q4: 154,857 shares; 2026Q1: 52,019 shares; 2026Q2: 131,640 shares 131,640 $12.1M 0.35% +79,621 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,284 shares; 2025Q1: 36,201 shares; 2025Q2: 36,475 shares; 2025Q3: 37,439 shares; 2025Q4: 35,496 shares; 2026Q1: 34,666 shares; 2026Q2: 34,192 shares 34,192 $12.1M 0.35% -474 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,976 shares; 2025Q1: 18,334 shares; 2025Q2: 29,881 shares; 2025Q3: 32,866 shares; 2025Q4: 39,745 shares; 2026Q1: 44,097 shares; 2026Q2: 53,298 shares 53,298 $11.9M 0.34% +9,201 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 6,435 shares; 2025Q2: 4,320 shares; 2025Q3: 13,595 shares; 2025Q4: 14,278 shares; 2026Q1: 13,791 shares; 2026Q2: 15,463 shares 15,463 $11.7M 0.34% +1,672 Timeline RWL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,198 shares 91,198 $11.7M 0.34% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,879 shares; 2025Q1: 3,367 shares; 2025Q2: 20,802 shares; 2025Q3: 31,931 shares; 2025Q4: 33,941 shares; 2026Q1: 32,829 shares; 2026Q2: 34,100 shares 34,100 $11.6M 0.34% +1,271 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 1,365 shares; 2025Q4: 909 shares; 2026Q1: 31,036 shares; 2026Q2: 31,783 shares 31,783 $11.5M 0.33% +747 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; 2024Q3: restricted; 2024Q4: 4,583 shares; 2025Q1: 3,985 shares; 2025Q2: 4,458 shares; 2025Q3: 4,126 shares; 2025Q4: 3,585 shares; 2026Q1: 11,056 shares; 2026Q2: 11,361 shares 11,361 $11.5M 0.33% +305 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; 2024Q3: restricted; 2024Q4: 71,551 shares; 2025Q1: 67,119 shares; 2025Q2: 69,530 shares; 2025Q3: 73,539 shares; 2025Q4: 72,793 shares; 2026Q1: 71,880 shares; 2026Q2: 74,031 shares 74,031 $11.3M 0.33% +2,151 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; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: 227 shares; 2025Q2: 1,187 shares; 2025Q3: 388 shares; 2025Q4: 482 shares; 2026Q1: 697 shares; 2026Q2: 93,227 shares 93,227 $11.1M 0.32% +92,530 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; 2024Q3: restricted; 2024Q4: 28,731 shares; 2025Q1: 31,181 shares; 2025Q2: 33,952 shares; 2025Q3: 31,681 shares; 2025Q4: 29,893 shares; 2026Q1: 28,214 shares; 2026Q2: 25,495 shares 25,495 $11M 0.32% -2,719 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,168 shares; 2025Q1: 29,134 shares; 2025Q2: 12,668 shares; 2025Q3: 34,506 shares; 2025Q4: 36,475 shares; 2026Q1: 38,268 shares; 2026Q2: 39,602 shares 39,602 $10.7M 0.31% +1,334 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 13,510 shares; 2025Q2: 16,153 shares; 2025Q3: 27,922 shares; 2025Q4: 30,208 shares; 2026Q1: 52,770 shares; 2026Q2: 51,997 shares 51,997 $10.7M 0.31% -773 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,787 shares; 2025Q1: 31,162 shares; 2025Q2: 108,847 shares; 2025Q3: 116,961 shares; 2025Q4: 118,322 shares; 2026Q1: 101,448 shares; 2026Q2: 100,656 shares 100,656 $10.4M 0.3% -792 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; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 15,680 shares; 2025Q2: 16,705 shares; 2025Q3: 18,742 shares; 2025Q4: 18,465 shares; 2026Q1: 18,517 shares; 2026Q2: 17,830 shares 17,830 $10.4M 0.3% -687 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,028 shares; 2025Q1: 102,701 shares; 2025Q2: 105,127 shares; 2025Q3: 102,619 shares; 2025Q4: 103,879 shares; 2026Q1: 103,142 shares; 2026Q2: 105,870 shares 105,870 $10.2M 0.29% +2,728 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154,492 shares; 2025Q1: 153,470 shares; 2025Q2: 163,539 shares; 2025Q3: 182,922 shares; 2025Q4: 177,638 shares; 2026Q1: 178,692 shares; 2026Q2: 179,117 shares 179,117 $10.1M 0.29% +425 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; 2024Q3: restricted; 2024Q4: 31,005 shares; 2025Q1: 21,946 shares; 2025Q2: 23,869 shares; 2025Q3: 37,289 shares; 2025Q4: 35,753 shares; 2026Q1: 27,387 shares; 2026Q2: 28,690 shares 28,690 $10.1M 0.29% +1,303 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,476 shares; 2025Q1: 2,727 shares; 2025Q2: 2,714 shares; 2025Q3: 2,687 shares; 2025Q4: 2,435 shares; 2026Q1: 36,141 shares; 2026Q2: 35,825 shares 35,825 $10.1M 0.29% -316 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; 2024Q3: restricted; 2024Q4: 9,960 shares; 2025Q1: 10,156 shares; 2025Q2: 16,123 shares; 2025Q3: 16,816 shares; 2025Q4: 16,643 shares; 2026Q1: 17,280 shares; 2026Q2: 19,587 shares 19,587 $9.82M 0.28% +2,307 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; 2024Q3: restricted; 2024Q4: 23,537 shares; 2025Q1: 24,610 shares; 2025Q2: 25,830 shares; 2025Q3: 42,824 shares; 2025Q4: 39,606 shares; 2026Q1: 38,713 shares; 2026Q2: 29,458 shares 29,458 $9.64M 0.28% -9,255 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77,867 shares; 2025Q2: 207,783 shares; 2025Q3: 230,433 shares; 2025Q4: 275,809 shares; 2026Q1: 244,687 shares; 2026Q2: 259,496 shares 259,496 $9.45M 0.27% +14,809 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; 2024Q3: restricted; 2024Q4: 33,204 shares; 2025Q1: 34,852 shares; 2025Q2: 35,538 shares; 2025Q3: 39,110 shares; 2025Q4: 41,078 shares; 2026Q1: 59,634 shares; 2026Q2: 56,534 shares 56,534 $9.42M 0.27% -3,100 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,436 shares; 2025Q1: 37,026 shares; 2025Q2: 37,370 shares; 2025Q3: 40,960 shares; 2025Q4: 39,195 shares; 2026Q1: 38,237 shares; 2026Q2: 25,985 shares 25,985 $9.41M 0.27% -12,252 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,787 shares; 2026Q2: 171,098 shares 171,098 $9.38M 0.27% -101,689 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126,363 shares; 2025Q1: 461,893 shares; 2025Q2: 243,789 shares; 2025Q3: 249,259 shares; 2025Q4: 251,534 shares; 2026Q1: 162,205 shares; 2026Q2: 158,718 shares 158,718 $9.35M 0.27% -3,487 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; 2024Q3: restricted; 2024Q4: 32,689 shares; 2025Q1: 20,577 shares; 2025Q2: 19,208 shares; 2025Q3: 21,210 shares; 2025Q4: 25,582 shares; 2026Q1: 31,999 shares; 2026Q2: 33,831 shares 33,831 $9.33M 0.27% +1,832 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; 2024Q3: restricted; 2024Q4: 22,297 shares; 2025Q1: 1,792 shares; 2025Q2: 20,749 shares; 2025Q3: 24,078 shares; 2025Q4: 26,668 shares; 2026Q1: 28,611 shares; 2026Q2: 27,665 shares 27,665 $9.13M 0.26% -946 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; 2024Q3: restricted; 2024Q4: 112,140 shares; 2025Q1: 108,067 shares; 2025Q2: 112,712 shares; 2025Q3: 124,301 shares; 2025Q4: 67,629 shares; 2026Q1: 77,550 shares; 2026Q2: 66,197 shares 66,197 $9.05M 0.26% -11,353 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,151 shares; 2025Q1: 7,133 shares; 2025Q2: 5,301 shares; 2025Q3: 9,501 shares; 2025Q4: 8,737 shares; 2026Q1: 382,777 shares; 2026Q2: 410,288 shares 410,288 $9M 0.26% +27,511 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,681 shares; 2025Q2: 2,048 shares; 2025Q3: 2,063 shares; 2025Q4: 2,216 shares; 2026Q1: 73,442 shares; 2026Q2: 61,163 shares 61,163 $8.75M 0.25% -12,279 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; 2024Q3: restricted; 2024Q4: 102,901 shares; 2025Q1: 97,150 shares; 2025Q2: 67,910 shares; 2025Q3: 71,505 shares; 2025Q4: 115,677 shares; 2026Q1: 66,274 shares; 2026Q2: 59,588 shares 59,588 $8.74M 0.25% -6,686 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 113,129 shares; 2026Q2: 115,931 shares 115,931 $8.73M 0.25% +2,802 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,707 shares; 2025Q1: 20,726 shares; 2025Q2: 19,857 shares; 2025Q3: 20,911 shares; 2025Q4: 21,039 shares; 2026Q1: 18,783 shares; 2026Q2: 22,104 shares 22,104 $8.62M 0.25% +3,321 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,730 shares; 2025Q1: 73,179 shares; 2025Q2: 51,567 shares; 2025Q3: 157,491 shares; 2025Q4: 103,670 shares; 2026Q1: 62,528 shares; 2026Q2: 86,726 shares 86,726 $8.58M 0.25% +24,198 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,916 shares; 2025Q1: 10,675 shares; 2025Q2: 16,925 shares; 2025Q3: 17,186 shares; 2025Q4: 21,494 shares; 2026Q1: 115,340 shares; 2026Q2: 112,651 shares 112,651 $8.58M 0.25% -2,689 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,243 shares; 2025Q1: 64,772 shares; 2025Q2: 24,965 shares; 2025Q3: 29,275 shares; 2025Q4: 27,509 shares; 2026Q1: 80,232 shares; 2026Q2: 94,489 shares 94,489 $8.57M 0.25% +14,257 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,181 shares; 2025Q1: 4,296 shares; 2025Q2: 4,037 shares; 2025Q3: 3,987 shares; 2025Q4: 3,882 shares; 2026Q1: 42,815 shares; 2026Q2: 51,677 shares 51,677 $8.42M 0.24% +8,862 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; 2024Q3: restricted; 2024Q4: 6,827 shares; 2025Q1: 7,854 shares; 2025Q2: 7,761 shares; 2025Q3: 8,113 shares; 2025Q4: 8,055 shares; 2026Q1: 7,540 shares; 2026Q2: 7,270 shares 7,270 $8.39M 0.24% -270 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 275,754 shares; 2025Q1: 226,881 shares; 2025Q2: 214,017 shares; 2025Q3: 203,603 shares; 2025Q4: 203,726 shares; 2026Q1: 195,838 shares; 2026Q2: 201,194 shares 201,194 $8.34M 0.24% +5,356 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,399 shares; 2025Q2: 1,376 shares; 2025Q3: 1,352 shares; 2025Q4: 1,403 shares; 2026Q1: 31,161 shares; 2026Q2: 33,004 shares 33,004 $8.3M 0.24% +1,843 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,524 shares; 2025Q1: 17,693 shares; 2025Q2: 6,782 shares; 2025Q3: 7,293 shares; 2025Q4: 7,898 shares; 2026Q1: 104,471 shares; 2026Q2: 107,367 shares 107,367 $8.15M 0.24% +2,896 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,819 shares; 2025Q2: 1,975 shares; 2025Q3: 2,773 shares; 2025Q4: 2,675 shares; 2026Q1: 23,087 shares; 2026Q2: 24,632 shares 24,632 $8.14M 0.23% +1,545 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,858 shares; 2025Q1: 5,785 shares; 2025Q2: 24,259 shares; 2025Q3: 43,186 shares; 2025Q4: 46,434 shares; 2026Q1: 54,143 shares; 2026Q2: 51,782 shares 51,782 $8.11M 0.23% -2,361 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,233 shares; 2025Q1: 815 shares; 2025Q2: 476,798 shares; 2025Q3: 93,861 shares; 2025Q4: 94,420 shares; 2026Q1: 27,477 shares; 2026Q2: 82,700 shares 82,700 $8.07M 0.23% +55,223 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,531 shares; 2025Q1: 10,033 shares; 2025Q2: 10,320 shares; 2025Q3: 10,151 shares; 2025Q4: 118,161 shares; 2026Q1: 99,599 shares; 2026Q2: 104,229 shares 104,229 $8.03M 0.23% +4,630 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; 2024Q3: restricted; 2024Q4: 21,950 shares; 2025Q1: 22,348 shares; 2025Q2: 25,758 shares; 2025Q3: 26,669 shares; 2025Q4: 31,380 shares; 2026Q1: 31,134 shares; 2026Q2: 36,323 shares 36,323 $8.01M 0.23% +5,189 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; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,304 shares; 2025Q2: 2,881 shares; 2025Q3: 880 shares; 2025Q4: 35,585 shares; 2026Q1: 33,942 shares; 2026Q2: 41,221 shares 41,221 $7.85M 0.23% +7,279 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 33,730 shares; 2026Q2: 36,544 shares 36,544 $7.83M 0.23% +2,814 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,444 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 3,058 shares; 2025Q4: 2,651 shares; 2026Q1: 2,650 shares; 2026Q2: 25,728 shares 25,728 $7.76M 0.22% +23,078 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,313 shares; 2025Q1: 62,134 shares; 2025Q2: 64,092 shares; 2025Q3: 69,257 shares; 2025Q4: 65,435 shares; 2026Q1: 35,084 shares; 2026Q2: 30,364 shares 30,364 $7.71M 0.22% -4,720 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 1,140 shares; 2025Q3: 1,181 shares; 2025Q4: 1,366 shares; 2026Q1: 26,407 shares; 2026Q2: 30,084 shares 30,084 $7.7M 0.22% +3,677 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,342 shares; 2025Q1: 15,016 shares; 2025Q2: 9,799 shares; 2025Q3: 22,763 shares; 2025Q4: 4,034 shares; 2026Q1: 21,039 shares; 2026Q2: 27,069 shares 27,069 $7.66M 0.22% +6,030 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,134 shares; 2025Q1: 7,702 shares; 2025Q2: 68,667 shares; 2025Q3: 70,828 shares; 2025Q4: 79,788 shares; 2026Q1: 82,114 shares; 2026Q2: 97,525 shares 97,525 $7.63M 0.22% +15,411 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,702 shares; 2025Q1: 25,463 shares; 2025Q2: 34,872 shares; 2025Q3: 34,713 shares; 2025Q4: 35,082 shares; 2026Q1: 20,773 shares; 2026Q2: 20,779 shares 20,779 $7.6M 0.22% +6 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; 2024Q3: restricted; 2024Q4: 33,541 shares; 2025Q1: not reported; 2025Q2: 20,297 shares; 2025Q3: 20,780 shares; 2025Q4: 16,846 shares; 2026Q1: 16,709 shares; 2026Q2: 15,051 shares 15,051 $7.53M 0.22% -1,658 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; 2024Q3: restricted; 2024Q4: 1,807 shares; 2025Q1: 11,192 shares; 2025Q2: 11,905 shares; 2025Q3: 14,465 shares; 2025Q4: 14,913 shares; 2026Q1: 18,081 shares; 2026Q2: 18,120 shares 18,120 $7.38M 0.21% +39 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; 2024Q3: restricted; 2024Q4: 64,287 shares; 2025Q1: 68,647 shares; 2025Q2: 70,493 shares; 2025Q3: 73,912 shares; 2025Q4: 79,686 shares; 2026Q1: 134,488 shares; 2026Q2: 58,297 shares 58,297 $7.37M 0.21% -76,191 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,525 shares; 2025Q1: 35,917 shares; 2025Q2: 48,111 shares; 2025Q3: 48,620 shares; 2025Q4: 49,862 shares; 2026Q1: 29,599 shares; 2026Q2: 30,196 shares 30,196 $7.34M 0.21% +597 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 2,083 shares; 2025Q3: 2,075 shares; 2025Q4: 2,189 shares; 2026Q1: 42,104 shares; 2026Q2: 50,196 shares 50,196 $7.33M 0.21% +8,092 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,881 shares; 2025Q2: 2,348 shares; 2025Q3: 2,370 shares; 2025Q4: 2,476 shares; 2026Q1: 37,049 shares; 2026Q2: 46,181 shares 46,181 $7.33M 0.21% +9,132 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,653 shares; 2025Q1: 3,270 shares; 2025Q2: 3,478 shares; 2025Q3: 3,411 shares; 2025Q4: 3,453 shares; 2026Q1: 31,119 shares; 2026Q2: 36,046 shares 36,046 $7.27M 0.21% +4,927 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 8,505 shares; 2025Q2: 8,531 shares; 2025Q3: 8,239 shares; 2025Q4: 8,225 shares; 2026Q1: 34,856 shares; 2026Q2: 40,423 shares 40,423 $7.22M 0.21% +5,567 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,744 shares; 2025Q1: 15,279 shares; 2025Q2: 13,495 shares; 2025Q3: 14,885 shares; 2025Q4: 15,027 shares; 2026Q1: 14,142 shares; 2026Q2: 99,789 shares 99,789 $7.2M 0.21% +85,647 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 267,927 shares; 2025Q1: 80,545 shares; 2025Q2: 11,312 shares; 2025Q3: 10,270 shares; 2025Q4: 10,244 shares; 2026Q1: 85,744 shares; 2026Q2: 79,988 shares 79,988 $7.19M 0.21% -5,756 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,656 shares; 2025Q1: 144,395 shares; 2025Q2: 148,645 shares; 2025Q3: 140,865 shares; 2025Q4: 137,637 shares; 2026Q1: 135,291 shares; 2026Q2: 137,995 shares 137,995 $7.14M 0.21% +2,704 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548,625 shares; 2026Q2: 584,742 shares 584,742 $6.85M 0.2% +36,117 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,060 shares; 2025Q1: 5,362 shares; 2025Q2: 5,217 shares; 2025Q3: 5,287 shares; 2025Q4: 5,190 shares; 2026Q1: 30,487 shares; 2026Q2: 30,509 shares 30,509 $6.67M 0.19% +22 Timeline XLI 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; 2024Q3: restricted; 2024Q4: 5,366 shares; 2025Q1: 21,293 shares; 2025Q2: 19,140 shares; 2025Q3: 19,660 shares; 2025Q4: 19,734 shares; 2026Q1: 35,163 shares; 2026Q2: 35,394 shares 35,394 $6.56M 0.19% +231 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; 2024Q3: restricted; 2024Q4: 7,626 shares; 2025Q1: 7,213 shares; 2025Q2: 7,064 shares; 2025Q3: 12,236 shares; 2025Q4: 9,071 shares; 2026Q1: 8,922 shares; 2026Q2: 6,886 shares 6,886 $6.44M 0.19% -2,036 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,527 shares; 2025Q1: 19,678 shares; 2025Q2: 19,441 shares; 2025Q3: 19,766 shares; 2025Q4: 19,722 shares; 2026Q1: 128,007 shares; 2026Q2: 135,327 shares 135,327 $6.38M 0.18% +7,320 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,946 shares; 2025Q4: 67,749 shares; 2026Q1: 73,946 shares; 2026Q2: 79,091 shares 79,091 $6.37M 0.18% +5,145 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417,890 shares; 2026Q2: 450,630 shares 450,630 $6.37M 0.18% +32,740 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 121,596 shares; 2025Q3: 71,770 shares; 2025Q4: 73,073 shares; 2026Q1: 155,464 shares; 2026Q2: 172,713 shares 172,713 $6.37M 0.18% +17,249 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277,532 shares; 2026Q2: 280,240 shares 280,240 $6.36M 0.18% +2,708 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,454 shares; 2025Q1: 49,208 shares; 2025Q2: 62,130 shares; 2025Q3: 63,506 shares; 2025Q4: 67,000 shares; 2026Q1: 69,706 shares; 2026Q2: 69,157 shares 69,157 $6.34M 0.18% -549 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,064 shares; 2025Q1: 31,876 shares; 2025Q2: 62,988 shares; 2025Q3: 74,228 shares; 2025Q4: 66,960 shares; 2026Q1: 78,093 shares; 2026Q2: 86,453 shares 86,453 $6.33M 0.18% +8,360 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,150 shares; 2025Q1: 62,892 shares; 2025Q2: 63,173 shares; 2025Q3: 60,941 shares; 2025Q4: 24,425 shares; 2026Q1: 33,865 shares; 2026Q2: 33,128 shares 33,128 $6.29M 0.18% -737 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,596 shares; 2025Q2: 1,526 shares; 2025Q3: 2,289 shares; 2025Q4: 2,216 shares; 2026Q1: 2,244 shares; 2026Q2: 33,792 shares 33,792 $6.26M 0.18% +31,548 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,853 shares; 2025Q1: 69,106 shares; 2025Q2: 67,570 shares; 2025Q3: 56,610 shares; 2025Q4: 56,409 shares; 2026Q1: 57,016 shares; 2026Q2: 56,136 shares 56,136 $6.01M 0.17% -880 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 2,870 shares; 2025Q2: 94 shares; 2025Q3: 1,664 shares; 2025Q4: 1,597 shares; 2026Q1: 24,312 shares; 2026Q2: 24,084 shares 24,084 $5.84M 0.17% -228 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,116 shares; 2025Q1: 74,651 shares; 2025Q2: 73,444 shares; 2025Q3: 72,841 shares; 2025Q4: 48,945 shares; 2026Q1: 67,948 shares; 2026Q2: 51,046 shares 51,046 $5.78M 0.17% -16,902 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,479 shares; 2025Q1: 108,147 shares; 2025Q2: 128,748 shares; 2025Q3: 128,352 shares; 2025Q4: 132,848 shares; 2026Q1: 127,812 shares; 2026Q2: 130,347 shares 130,347 $5.62M 0.16% +2,535 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,860 shares; 2025Q1: 15,615 shares; 2025Q2: 17,015 shares; 2025Q3: 26,829 shares; 2025Q4: 22,791 shares; 2026Q1: 21,453 shares; 2026Q2: 21,375 shares 21,375 $5.46M 0.16% -78 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,860 shares; 2025Q2: 4,271 shares; 2025Q3: 4,182 shares; 2025Q4: 4,254 shares; 2026Q1: 48,106 shares; 2026Q2: 48,034 shares 48,034 $5.45M 0.16% -72 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,121 shares; 2025Q1: 16,995 shares; 2025Q2: 19,932 shares; 2025Q3: 22,431 shares; 2025Q4: 28,948 shares; 2026Q1: 31,314 shares; 2026Q2: 43,213 shares 43,213 $5.38M 0.16% +11,899 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,463 shares; 2025Q1: 90,322 shares; 2025Q2: 67,511 shares; 2025Q3: 68,192 shares; 2025Q4: 68,358 shares; 2026Q1: 70,962 shares; 2026Q2: 69,836 shares 69,836 $5.29M 0.15% -1,126 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; 2024Q3: restricted; 2024Q4: 32,350 shares; 2025Q1: 22,477 shares; 2025Q2: 33,493 shares; 2025Q3: 34,835 shares; 2025Q4: 32,998 shares; 2026Q1: 32,802 shares; 2026Q2: 33,267 shares 33,267 $5.26M 0.15% +465 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,964 shares; 2025Q1: 3,907 shares; 2025Q2: 4,236 shares; 2025Q3: 4,044 shares; 2025Q4: 5,705 shares; 2026Q1: 96,655 shares; 2026Q2: 135,536 shares 135,536 $5.25M 0.15% +38,881 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; 2024Q3: restricted; 2024Q4: 24,905 shares; 2025Q1: 32,801 shares; 2025Q2: 14,312 shares; 2025Q3: 13,864 shares; 2025Q4: 13,044 shares; 2026Q1: 10,613 shares; 2026Q2: 60,816 shares 60,816 $5.24M 0.15% +50,203 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 41 shares; 2025Q3: 12,373 shares; 2025Q4: 219 shares; 2026Q1: 80,504 shares; 2026Q2: 77,430 shares 77,430 $5.21M 0.15% -3,074 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; 2024Q3: restricted; 2024Q4: 10,777 shares; 2025Q1: 13,868 shares; 2025Q2: 14,349 shares; 2025Q3: 14,172 shares; 2025Q4: 14,255 shares; 2026Q1: 13,910 shares; 2026Q2: 14,532 shares 14,532 $5.15M 0.15% +622 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,313 shares; 2025Q1: 340,883 shares; 2025Q2: 162,215 shares; 2025Q3: 170,990 shares; 2025Q4: 182,381 shares; 2026Q1: 79,723 shares; 2026Q2: 77,820 shares 77,820 $4.99M 0.14% -1,903 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,787 shares; 2026Q2: 91,216 shares 91,216 $4.96M 0.14% -4,571 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,543 shares; 2025Q1: 40,294 shares; 2025Q2: 45,237 shares; 2025Q3: 46,521 shares; 2025Q4: 47,867 shares; 2026Q1: 24,403 shares; 2026Q2: 24,848 shares 24,848 $4.91M 0.14% +445 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 157,084 shares; 2025Q4: 139,920 shares; 2026Q1: 144,501 shares; 2026Q2: 178,114 shares 178,114 $4.9M 0.14% +33,613 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,493 shares; 2025Q1: 26,654 shares; 2025Q2: 29,894 shares; 2025Q3: 29,574 shares; 2025Q4: 30,063 shares; 2026Q1: 16,223 shares; 2026Q2: 15,924 shares 15,924 $4.88M 0.14% -299 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 54,860 shares; 2026Q2: 56,042 shares 56,042 $4.88M 0.14% +1,182 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; 2024Q3: restricted; 2024Q4: 674 shares; 2025Q1: 9,514 shares; 2025Q2: 792 shares; 2025Q3: 801 shares; 2025Q4: 806 shares; 2026Q1: 10,116 shares; 2026Q2: 10,540 shares 10,540 $4.83M 0.14% +424 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 122,834 shares; 2026Q2: 127,120 shares 127,120 $4.82M 0.14% +4,286 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,532 shares; 2025Q1: 19,784 shares; 2025Q2: 24,208 shares; 2025Q3: 22,312 shares; 2025Q4: 24,034 shares; 2026Q1: 27,016 shares; 2026Q2: 28,672 shares 28,672 $4.78M 0.14% +1,656 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,401 shares; 2025Q3: 2,148 shares; 2025Q4: 2,418 shares; 2026Q1: 45,384 shares; 2026Q2: 42,545 shares 42,545 $4.61M 0.13% -2,839 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,571 shares; 2025Q1: 57 shares; 2025Q2: 115 shares; 2025Q3: 778 shares; 2025Q4: 1,606 shares; 2026Q1: 46,549 shares; 2026Q2: 46,168 shares 46,168 $4.58M 0.13% -381 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,079 shares; 2025Q1: 16,234 shares; 2025Q2: 18,972 shares; 2025Q3: 17,920 shares; 2025Q4: 26,043 shares; 2026Q1: 28,619 shares; 2026Q2: 30,284 shares 30,284 $4.55M 0.13% +1,665 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,101 shares; 2025Q2: 12,759 shares; 2025Q3: 13,212 shares; 2025Q4: 14,382 shares; 2026Q1: 182,720 shares; 2026Q2: 139,507 shares 139,507 $4.54M 0.13% -43,213 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,901 shares; 2025Q1: 27,552 shares; 2025Q2: 34,586 shares; 2025Q3: 32,276 shares; 2025Q4: 34,068 shares; 2026Q1: 40,526 shares; 2026Q2: 43,979 shares 43,979 $4.52M 0.13% +3,453 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,502 shares; 2026Q2: 67,604 shares 67,604 $4.48M 0.13% -3,898 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,755 shares; 2025Q1: 6,087 shares; 2025Q2: 6,033 shares; 2025Q3: 5,978 shares; 2025Q4: 6,058 shares; 2026Q1: 56,527 shares; 2026Q2: 58,923 shares 58,923 $4.48M 0.13% +2,396 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,366 shares; 2025Q1: 2,830 shares; 2025Q2: 3,183 shares; 2025Q3: 4,442 shares; 2025Q4: 4,406 shares; 2026Q1: 4,508 shares; 2026Q2: 4,574 shares 4,574 $4.47M 0.13% +66 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 868 shares; 2025Q3: 3,015 shares; 2025Q4: 3,217 shares; 2026Q1: 60,807 shares; 2026Q2: 69,291 shares 69,291 $4.35M 0.13% +8,484 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; 2024Q3: restricted; 2024Q4: 31,404 shares; 2025Q1: 5,858 shares; 2025Q2: 38,308 shares; 2025Q3: 34,829 shares; 2025Q4: 36,095 shares; 2026Q1: 6,176 shares; 2026Q2: 5,967 shares 5,967 $4.31M 0.12% -209 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,094 shares; 2025Q1: 33,821 shares; 2025Q2: 8,312 shares; 2025Q3: 9,567 shares; 2025Q4: 9,299 shares; 2026Q1: 13,104 shares; 2026Q2: 11,483 shares 11,483 $4.29M 0.12% -1,621 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; 2024Q3: restricted; 2024Q4: 43,580 shares; 2025Q1: 10,946 shares; 2025Q2: 11,892 shares; 2025Q3: 11,088 shares; 2025Q4: 10,900 shares; 2026Q1: 16,474 shares; 2026Q2: 16,287 shares 16,287 $4.16M 0.12% -187 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 30,388 shares; 2026Q2: 35,021 shares 35,021 $4.06M 0.12% +4,633 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; 2024Q3: restricted; 2024Q4: 7,125 shares; 2025Q1: 7,156 shares; 2025Q2: 6,945 shares; 2025Q3: 12,084 shares; 2025Q4: 11,261 shares; 2026Q1: 15,049 shares; 2026Q2: 14,354 shares 14,354 $4.04M 0.12% -695 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,306 shares; 2025Q1: 60,145 shares; 2025Q2: 30,492 shares; 2025Q3: 71,328 shares; 2025Q4: 87,807 shares; 2026Q1: 44,132 shares; 2026Q2: 87,482 shares 87,482 $4.01M 0.12% +43,350 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 2,433 shares; 2025Q3: 2,599 shares; 2025Q4: 2,988 shares; 2026Q1: 59,166 shares; 2026Q2: 9,191 shares 9,191 $3.96M 0.11% -49,975 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,376 shares; 2026Q2: 11,612 shares 11,612 $3.96M 0.11% +236 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 9,753 shares; 2026Q2: 11,977 shares 11,977 $3.95M 0.11% +2,224 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 34,991 shares; 2026Q2: 34,952 shares 34,952 $3.94M 0.11% -39 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,508 shares; 2026Q2: 47,689 shares 47,689 $3.89M 0.11% -4,819 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,832 shares; 2025Q1: 30,634 shares; 2025Q2: 15,098 shares; 2025Q3: 52,219 shares; 2025Q4: 54,789 shares; 2026Q1: 45,246 shares; 2026Q2: 45,982 shares 45,982 $3.82M 0.11% +736 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; 2024Q3: restricted; 2024Q4: 25,905 shares; 2025Q1: 25,961 shares; 2025Q2: 26,932 shares; 2025Q3: 44,137 shares; 2025Q4: 45,064 shares; 2026Q1: 25,054 shares; 2026Q2: 16,743 shares 16,743 $3.75M 0.11% -8,311 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,110 shares; 2025Q1: 4,015 shares; 2025Q2: 4,081 shares; 2025Q3: 12,043 shares; 2025Q4: 13,058 shares; 2026Q1: 12,560 shares; 2026Q2: 11,529 shares 11,529 $3.63M 0.1% -1,031 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,450 shares; 2025Q1: 63,845 shares; 2025Q2: 58,957 shares; 2025Q3: 58,707 shares; 2025Q4: 69,066 shares; 2026Q1: 73,922 shares; 2026Q2: 72,331 shares 72,331 $3.62M 0.1% -1,591 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 40,339 shares; 2026Q2: 51,457 shares 51,457 $3.59M 0.1% +11,118 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,727 shares; 2026Q2: 127,307 shares 127,307 $3.58M 0.1% +31,580 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 75,452 shares; 2026Q2: 83,677 shares 83,677 $3.51M 0.1% +8,225 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,903 shares; 2026Q2: 6,555 shares 6,555 $3.46M 0.1% +652 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,845 shares; 2026Q2: 42,817 shares 42,817 $3.46M 0.1% +3,972 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; 2024Q3: restricted; 2024Q4: 3,633 shares; 2025Q1: 3,189 shares; 2025Q2: 5,676 shares; 2025Q3: 5,721 shares; 2025Q4: 5,673 shares; 2026Q1: 5,580 shares; 2026Q2: 5,418 shares 5,418 $3.46M 0.1% -162 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,324 shares; 2025Q1: 26,857 shares; 2025Q2: 67,538 shares; 2025Q3: 70,352 shares; 2025Q4: 72,224 shares; 2026Q1: 14,756 shares; 2026Q2: 14,040 shares 14,040 $3.38M 0.1% -716 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 244,285 shares; 2025Q1: 91,241 shares; 2025Q2: 25,226 shares; 2025Q3: 21,178 shares; 2025Q4: 20,073 shares; 2026Q1: 86,188 shares; 2026Q2: 86,801 shares 86,801 $3.35M 0.1% +613 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,859 shares; 2025Q1: 11,977 shares; 2025Q2: 15,434 shares; 2025Q3: 13,239 shares; 2025Q4: 13,419 shares; 2026Q1: 13,635 shares; 2026Q2: 12,342 shares 12,342 $3.3M 0.1% -1,293 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; 2024Q3: restricted; 2024Q4: 57,471 shares; 2025Q1: 58,517 shares; 2025Q2: 19,200 shares; 2025Q3: 62,944 shares; 2025Q4: 67,280 shares; 2026Q1: 21,264 shares; 2026Q2: 21,696 shares 21,696 $3.29M 0.09% +432 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,640 shares; 2025Q1: 19,045 shares; 2025Q2: 20,761 shares; 2025Q3: 22,426 shares; 2025Q4: 24,200 shares; 2026Q1: 22,925 shares; 2026Q2: 23,203 shares 23,203 $3.24M 0.09% +278 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,978 shares; 2025Q3: 5,419 shares; 2025Q4: 4,763 shares; 2026Q1: 4,681 shares; 2026Q2: 4,537 shares 4,537 $3.24M 0.09% -144 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,057 shares; 2025Q1: 21,678 shares; 2025Q2: 22,982 shares; 2025Q3: 28,491 shares; 2025Q4: 26,911 shares; 2026Q1: 27,256 shares; 2026Q2: 31,010 shares 31,010 $3.22M 0.09% +3,754 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 456 shares; 2025Q3: 475 shares; 2025Q4: 537 shares; 2026Q1: 44,534 shares; 2026Q2: 52,717 shares 52,717 $3.2M 0.09% +8,183 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,597 shares; 2025Q1: 36,757 shares; 2025Q2: 35,522 shares; 2025Q3: 36,162 shares; 2025Q4: 35,390 shares; 2026Q1: 33,734 shares; 2026Q2: 32,841 shares 32,841 $3.17M 0.09% -893 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; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,807 shares; 2025Q2: 1,922 shares; 2025Q3: 2,130 shares; 2025Q4: 2,068 shares; 2026Q1: 3,075 shares; 2026Q2: 2,679 shares 2,679 $3.15M 0.09% -396 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,034 shares; 2025Q1: 70,846 shares; 2025Q2: 68,307 shares; 2025Q3: 84,629 shares; 2025Q4: 86,024 shares; 2026Q1: 24,822 shares; 2026Q2: 23,182 shares 23,182 $3.14M 0.09% -1,640 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; 2024Q3: restricted; 2024Q4: 3,601 shares; 2025Q1: 4,094 shares; 2025Q2: 4,298 shares; 2025Q3: 4,134 shares; 2025Q4: 4,384 shares; 2026Q1: 10,759 shares; 2026Q2: 10,349 shares 10,349 $3.08M 0.09% -410 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; 2024Q3: restricted; 2024Q4: 3,497 shares; 2025Q1: 3,460 shares; 2025Q2: 2,088 shares; 2025Q3: 3,022 shares; 2025Q4: 3,271 shares; 2026Q1: 2,833 shares; 2026Q2: 4,156 shares 4,156 $3.06M 0.09% +1,323 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,031 shares; 2025Q1: 39,287 shares; 2025Q2: 39,424 shares; 2025Q3: 40,478 shares; 2025Q4: 51,573 shares; 2026Q1: 51,658 shares; 2026Q2: 64,181 shares 64,181 $3.04M 0.09% +12,523 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,113 shares; 2025Q1: 16,663 shares; 2025Q2: 23,351 shares; 2025Q3: 24,316 shares; 2025Q4: 24,925 shares; 2026Q1: 25,221 shares; 2026Q2: 25,811 shares 25,811 $3.03M 0.09% +590 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,357 shares; 2025Q1: 49,676 shares; 2025Q2: 52,528 shares; 2025Q3: 63,992 shares; 2025Q4: 60,901 shares; 2026Q1: 22,719 shares; 2026Q2: 17,976 shares 17,976 $2.98M 0.09% -4,743 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,016 shares; 2025Q1: 256,191 shares; 2025Q2: 98,891 shares; 2025Q3: 104,830 shares; 2025Q4: 111,320 shares; 2026Q1: 43,481 shares; 2026Q2: 43,925 shares 43,925 $2.92M 0.08% +444 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; 2024Q3: restricted; 2024Q4: 125,488 shares; 2025Q1: 121,928 shares; 2025Q2: 116,568 shares; 2025Q3: 128,893 shares; 2025Q4: 143,593 shares; 2026Q1: 39,363 shares; 2026Q2: 40,496 shares 40,496 $2.91M 0.08% +1,133 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 9,627 shares 9,627 $2.91M 0.08% -5,373 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 2,853 shares; 2025Q2: 2,809 shares; 2025Q3: 4,687 shares; 2025Q4: 4,015 shares; 2026Q1: 5,412 shares; 2026Q2: 5,573 shares 5,573 $2.89M 0.08% +161 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,829 shares; 2025Q1: 4,991 shares; 2025Q2: 30,186 shares; 2025Q3: 5,364 shares; 2025Q4: 5,471 shares; 2026Q1: 12,231 shares; 2026Q2: 12,021 shares 12,021 $2.86M 0.08% -210 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 32,014 shares; 2025Q3: 324,218 shares; 2025Q4: 280,304 shares; 2026Q1: 66,237 shares; 2026Q2: 67,571 shares 67,571 $2.85M 0.08% +1,334 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,531 shares; 2025Q1: 18,859 shares; 2025Q2: 26,091 shares; 2025Q3: 26,825 shares; 2025Q4: 27,792 shares; 2026Q1: 28,816 shares; 2026Q2: 29,719 shares 29,719 $2.82M 0.08% +903 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129,876 shares; 2025Q1: 64,159 shares; 2025Q2: 9,004 shares; 2025Q3: 6,732 shares; 2025Q4: 6,333 shares; 2026Q1: 36,073 shares; 2026Q2: 35,888 shares 35,888 $2.81M 0.08% -185 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; 2024Q3: restricted; 2024Q4: 12,313 shares; 2025Q1: 12,659 shares; 2025Q2: 11,874 shares; 2025Q3: 11,910 shares; 2025Q4: 12,154 shares; 2026Q1: 12,101 shares; 2026Q2: 12,205 shares 12,205 $2.8M 0.08% +104 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; 2024Q3: restricted; 2024Q4: 332,964 shares; 2025Q1: 96,478 shares; 2025Q2: 96,846 shares; 2025Q3: 109,457 shares; 2025Q4: 114,336 shares; 2026Q1: 128,269 shares; 2026Q2: 129,164 shares 129,164 $2.67M 0.08% +895 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,663 shares; 2025Q4: 178,235 shares; 2026Q1: 33,517 shares; 2026Q2: 29,455 shares 29,455 $2.67M 0.08% -4,062 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; 2024Q3: restricted; 2024Q4: 125,314 shares; 2025Q1: 40,493 shares; 2025Q2: 37,687 shares; 2025Q3: 49,484 shares; 2025Q4: 38,573 shares; 2026Q1: 38,389 shares; 2026Q2: 32,502 shares 32,502 $2.64M 0.08% -5,887 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63,992 shares; 2025Q1: 58,845 shares; 2025Q2: 77,993 shares; 2025Q3: 83,633 shares; 2025Q4: 96,386 shares; 2026Q1: 26,366 shares; 2026Q2: 24,809 shares 24,809 $2.58M 0.07% -1,557 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,195 shares; 2025Q1: 47,085 shares; 2025Q2: 21,915 shares; 2025Q3: 19,178 shares; 2025Q4: 19,977 shares; 2026Q1: 20,140 shares; 2026Q2: 20,157 shares 20,157 $2.57M 0.07% +17 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; 2024Q3: restricted; 2024Q4: 44,348 shares; 2025Q1: 180,537 shares; 2025Q2: 89,795 shares; 2025Q3: 94,687 shares; 2025Q4: 128,144 shares; 2026Q1: 83,701 shares; 2026Q2: 87,379 shares 87,379 $2.53M 0.07% +3,678 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 62,036 shares; 2025Q3: 63,409 shares; 2025Q4: 64,718 shares; 2026Q1: 64,988 shares; 2026Q2: 84,744 shares 84,744 $2.49M 0.07% +19,756 Timeline XLB 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; 2024Q3: restricted; 2024Q4: 28,169 shares; 2025Q1: 35,423 shares; 2025Q2: 39,591 shares; 2025Q3: 24,834 shares; 2025Q4: 50,439 shares; 2026Q1: 49,828 shares; 2026Q2: 48,940 shares 48,940 $2.49M 0.07% -888 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 380,672 shares; 2025Q1: 131,196 shares; 2025Q2: 32,383 shares; 2025Q3: 32,064 shares; 2025Q4: 33,041 shares; 2026Q1: 39,311 shares; 2026Q2: 39,527 shares 39,527 $2.48M 0.07% +216 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,568 shares; 2026Q1: 6,906 shares; 2026Q2: 15,091 shares 15,091 $2.46M 0.07% +8,185 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,582 shares; 2025Q1: 19,137 shares; 2025Q2: 22,203 shares; 2025Q3: 19,987 shares; 2025Q4: 20,345 shares; 2026Q1: 21,332 shares; 2026Q2: 22,026 shares 22,026 $2.46M 0.07% +694 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; 2024Q3: restricted; 2024Q4: 16,653 shares; 2025Q1: 16,654 shares; 2025Q2: 16,655 shares; 2025Q3: 16,949 shares; 2025Q4: 17,029 shares; 2026Q1: 16,833 shares; 2026Q2: 15,225 shares 15,225 $2.39M 0.07% -1,608 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,496 shares; 2025Q1: 41,599 shares; 2025Q2: 39,915 shares; 2025Q3: 39,924 shares; 2025Q4: 40,707 shares; 2026Q1: 42,088 shares; 2026Q2: 42,550 shares 42,550 $2.36M 0.07% +462 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 1,486 shares; 2025Q2: 1,183 shares; 2025Q3: 18,366 shares; 2025Q4: 1,646 shares; 2026Q1: 5,680 shares; 2026Q2: 6,029 shares 6,029 $2.33M 0.07% +349 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,377 shares; 2025Q1: 16,114 shares; 2025Q2: 16,862 shares; 2025Q3: 16,064 shares; 2025Q4: 15,713 shares; 2026Q1: 16,644 shares; 2026Q2: 15,908 shares 15,908 $2.33M 0.07% -736 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 997 shares; 2026Q1: 9,129 shares; 2026Q2: 6,542 shares 6,542 $2.32M 0.07% -2,587 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,561 shares; 2025Q1: 5,988 shares; 2025Q2: 6,173 shares; 2025Q3: 15,471 shares; 2025Q4: 12,324 shares; 2026Q1: 18,294 shares; 2026Q2: 16,824 shares 16,824 $2.3M 0.07% -1,470 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,015 shares; 2025Q1: 7,834 shares; 2025Q2: 8,111 shares; 2025Q3: 14,281 shares; 2025Q4: 13,791 shares; 2026Q1: 13,383 shares; 2026Q2: 13,034 shares 13,034 $2.3M 0.07% -349 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; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,650 shares; 2025Q2: 2,014 shares; 2025Q3: 5,558 shares; 2025Q4: 5,926 shares; 2026Q1: 6,930 shares; 2026Q2: 6,717 shares 6,717 $2.29M 0.07% -213 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,460 shares; 2025Q1: 7,420 shares; 2025Q2: 6,247 shares; 2025Q3: 7,004 shares; 2025Q4: 7,176 shares; 2026Q1: 6,605 shares; 2026Q2: 7,589 shares 7,589 $2.28M 0.07% +984 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 29,559 shares; 2025Q3: 38,748 shares; 2025Q4: 40,146 shares; 2026Q1: 27,187 shares; 2026Q2: 29,354 shares 29,354 $2.27M 0.07% +2,167 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; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 490 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 523 shares; 2026Q1: 508 shares; 2026Q2: 12,563 shares 12,563 $2.24M 0.06% +12,055 Timeline XLRE 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; 2024Q3: restricted; 2024Q4: 46,877 shares; 2025Q1: 56,942 shares; 2025Q2: 56,349 shares; 2025Q3: 40,708 shares; 2025Q4: 44,142 shares; 2026Q1: 51,572 shares; 2026Q2: 50,731 shares 50,731 $2.23M 0.06% -841 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; 2024Q3: restricted; 2024Q4: 41,767 shares; 2025Q1: 23,104 shares; 2025Q2: 23,679 shares; 2025Q3: 25,694 shares; 2025Q4: 28,844 shares; 2026Q1: 28,761 shares; 2026Q2: 31,279 shares 31,279 $2.23M 0.06% +2,518 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34,768 shares; 2025Q2: 42,892 shares; 2025Q3: 61,187 shares; 2025Q4: 10,832 shares; 2026Q1: 9,606 shares; 2026Q2: 9,216 shares 9,216 $2.22M 0.06% -390 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,037 shares; 2025Q4: 337,592 shares; 2026Q1: 57,732 shares; 2026Q2: 60,999 shares 60,999 $2.19M 0.06% +3,267 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,316 shares; 2025Q1: 20,082 shares; 2025Q2: 18,910 shares; 2025Q3: 17,087 shares; 2025Q4: 18,982 shares; 2026Q1: 20,522 shares; 2026Q2: 18,541 shares 18,541 $2.17M 0.06% -1,981 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,637 shares; 2025Q1: 18,672 shares; 2025Q2: 18,224 shares; 2025Q3: 16,184 shares; 2025Q4: 15,898 shares; 2026Q1: 14,700 shares; 2026Q2: 14,779 shares 14,779 $2.16M 0.06% +79 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,677 shares; 2025Q1: 15,364 shares; 2025Q2: 14,443 shares; 2025Q3: 13,722 shares; 2025Q4: 15,334 shares; 2026Q1: 15,991 shares; 2026Q2: 14,921 shares 14,921 $2.12M 0.06% -1,070 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; 2024Q3: restricted; 2024Q4: 85,092 shares; 2025Q1: 51,605 shares; 2025Q2: 126,924 shares; 2025Q3: 54,788 shares; 2025Q4: 166,942 shares; 2026Q1: 35,843 shares; 2026Q2: 36,241 shares 36,241 $2.1M 0.06% +398 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 155,865 shares; 2026Q1: 123,095 shares; 2026Q2: 132,700 shares 132,700 $2.09M 0.06% +9,605 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,479 shares; 2025Q1: 7,218 shares; 2025Q2: 9,424 shares; 2025Q3: 8,570 shares; 2025Q4: 8,810 shares; 2026Q1: 8,250 shares; 2026Q2: 8,205 shares 8,205 $2.07M 0.06% -45 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,679 shares; 2025Q1: 4,777 shares; 2025Q2: 5,798 shares; 2025Q3: 7,324 shares; 2025Q4: 7,255 shares; 2026Q1: 9,395 shares; 2026Q2: 9,488 shares 9,488 $2.05M 0.06% +93 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 2,210 shares; 2025Q3: 2,181 shares; 2025Q4: 2,212 shares; 2026Q1: 2,210 shares; 2026Q2: 2,116 shares 2,116 $2.04M 0.06% -94 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,475 shares; 2025Q1: 8,109 shares; 2025Q2: 8,377 shares; 2025Q3: 25,270 shares; 2025Q4: 23,453 shares; 2026Q1: 23,046 shares; 2026Q2: 21,222 shares 21,222 $2.03M 0.06% -1,824 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53,462 shares; 2025Q2: 168,129 shares; 2025Q3: 154,517 shares; 2025Q4: 163,223 shares; 2026Q1: 32,631 shares; 2026Q2: 30,032 shares 30,032 $2M 0.06% -2,599 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,860 shares; 2025Q1: 13,680 shares; 2025Q2: 15,331 shares; 2025Q3: 14,820 shares; 2025Q4: 15,053 shares; 2026Q1: 14,079 shares; 2026Q2: 14,139 shares 14,139 $1.98M 0.06% +60 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; 2024Q3: restricted; 2024Q4: 33,168 shares; 2025Q1: 31,711 shares; 2025Q2: 34,150 shares; 2025Q3: 35,631 shares; 2025Q4: 34,567 shares; 2026Q1: 32,519 shares; 2026Q2: 34,279 shares 34,279 $1.95M 0.06% +1,760 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,923 shares; 2025Q1: 32,806 shares; 2025Q2: 33,237 shares; 2025Q3: 35,443 shares; 2025Q4: 37,275 shares; 2026Q1: 35,190 shares; 2026Q2: 35,940 shares 35,940 $1.93M 0.06% +750 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; 2024Q3: restricted; 2024Q4: 4,862 shares; 2025Q1: 5,053 shares; 2025Q2: 5,133 shares; 2025Q3: 5,094 shares; 2025Q4: 34,368 shares; 2026Q1: 4,952 shares; 2026Q2: 4,818 shares 4,818 $1.91M 0.06% -134 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; 2024Q3: restricted; 2024Q4: 1,811 shares; 2025Q1: 3,621 shares; 2025Q2: 1,819 shares; 2025Q3: 2,245 shares; 2025Q4: 2,634 shares; 2026Q1: 4,398 shares; 2026Q2: 2,779 shares 2,779 $1.91M 0.06% -1,619 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,902 shares; 2025Q1: 6,731 shares; 2025Q2: 11,888 shares; 2025Q3: 4,328 shares; 2025Q4: 8,753 shares; 2026Q1: 36,222 shares; 2026Q2: 35,602 shares 35,602 $1.89M 0.05% -620 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; 2024Q3: restricted; 2024Q4: 10,112 shares; 2025Q1: 12,611 shares; 2025Q2: 12,686 shares; 2025Q3: 25,672 shares; 2025Q4: 21,961 shares; 2026Q1: 22,047 shares; 2026Q2: 21,432 shares 21,432 $1.88M 0.05% -615 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,726 shares; 2025Q1: 12,016 shares; 2025Q2: 12,510 shares; 2025Q3: 13,244 shares; 2025Q4: 15,921 shares; 2026Q1: 3,252 shares; 2026Q2: 2,951 shares 2,951 $1.87M 0.05% -301 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,955 shares; 2025Q1: 113 shares; 2025Q2: 1,408 shares; 2025Q3: 414 shares; 2025Q4: 960 shares; 2026Q1: 2,204 shares; 2026Q2: 12,463 shares 12,463 $1.8M 0.05% +10,259 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; 2024Q3: restricted; 2024Q4: 55,843 shares; 2025Q1: 56,271 shares; 2025Q2: 56,274 shares; 2025Q3: 56,396 shares; 2025Q4: 60,639 shares; 2026Q1: 64,585 shares; 2026Q2: 20,357 shares 20,357 $1.77M 0.05% -44,228 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 708 shares; 2025Q4: 760 shares; 2026Q1: 804 shares; 2026Q2: 776 shares 776 $1.76M 0.05% -28 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,855 shares; 2025Q1: 38,458 shares; 2025Q2: 34,501 shares; 2025Q3: 26,651 shares; 2025Q4: 55,346 shares; 2026Q1: 346,116 shares; 2026Q2: 38,537 shares 38,537 $1.75M 0.05% -307,579 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; 2024Q3: restricted; 2024Q4: 9,272 shares; 2025Q1: 9,220 shares; 2025Q2: 9,619 shares; 2025Q3: 11,163 shares; 2025Q4: 11,965 shares; 2026Q1: 18,607 shares; 2026Q2: 18,036 shares 18,036 $1.74M 0.05% -571 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 5,973 shares; 2025Q4: 5,899 shares; 2026Q1: 5,871 shares; 2026Q2: 5,943 shares 5,943 $1.73M 0.05% +72 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 13,519 shares; 2025Q3: 3,424 shares; 2025Q4: 3,410 shares; 2026Q1: 3,305 shares; 2026Q2: 3,717 shares 3,717 $1.72M 0.05% +412 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; 2024Q3: restricted; 2024Q4: 2,165 shares; 2025Q1: 2,303 shares; 2025Q2: 2,264 shares; 2025Q3: 8,518 shares; 2025Q4: 6,398 shares; 2026Q1: 6,378 shares; 2026Q2: 6,328 shares 6,328 $1.71M 0.05% -50 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; 2024Q3: restricted; 2024Q4: 8,520 shares; 2025Q1: 8,893 shares; 2025Q2: 8,556 shares; 2025Q3: 10,131 shares; 2025Q4: 9,348 shares; 2026Q1: 9,384 shares; 2026Q2: 9,455 shares 9,455 $1.71M 0.05% +71 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,729 shares; 2025Q1: 7,867 shares; 2025Q2: 8,287 shares; 2025Q3: 13,132 shares; 2025Q4: 13,295 shares; 2026Q1: 19,150 shares; 2026Q2: 16,574 shares 16,574 $1.69M 0.05% -2,576 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,552 shares; 2025Q2: 2,556 shares; 2025Q3: 2,660 shares; 2025Q4: 25,134 shares; 2026Q1: 25,791 shares; 2026Q2: 23,290 shares 23,290 $1.66M 0.05% -2,501 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; 2024Q3: restricted; 2024Q4: 7,729 shares; 2025Q1: 7,220 shares; 2025Q2: 7,677 shares; 2025Q3: 9,562 shares; 2025Q4: 9,763 shares; 2026Q1: 9,690 shares; 2026Q2: 9,788 shares 9,788 $1.66M 0.05% +98 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,749 shares; 2025Q1: 3,003 shares; 2025Q2: 3,052 shares; 2025Q3: 6,173 shares; 2025Q4: 5,793 shares; 2026Q1: 5,990 shares; 2026Q2: 6,144 shares 6,144 $1.65M 0.05% +154 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,604 shares; 2025Q1: 7,561 shares; 2025Q2: 7,835 shares; 2025Q3: 8,353 shares; 2025Q4: 8,307 shares; 2026Q1: 7,915 shares; 2026Q2: 7,892 shares 7,892 $1.65M 0.05% -23 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,608 shares; 2025Q1: 17,662 shares; 2025Q2: 19,815 shares; 2025Q3: 18,872 shares; 2025Q4: 19,955 shares; 2026Q1: 26,415 shares; 2026Q2: 23,476 shares 23,476 $1.63M 0.05% -2,939 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; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 1,935 shares; 2025Q2: 645 shares; 2025Q3: 1,076 shares; 2025Q4: 1,176 shares; 2026Q1: 1,142 shares; 2026Q2: 2,285 shares 2,285 $1.61M 0.05% +1,143 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; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,925 shares; 2025Q2: 2,601 shares; 2025Q3: 3,867 shares; 2025Q4: 4,065 shares; 2026Q1: 4,017 shares; 2026Q2: 4,362 shares 4,362 $1.61M 0.05% +345 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,761 shares; 2025Q1: 1,113 shares; 2025Q2: 3,447 shares; 2025Q3: 3,441 shares; 2025Q4: 3,462 shares; 2026Q1: 3,388 shares; 2026Q2: 3,320 shares 3,320 $1.61M 0.05% -68 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; 2024Q3: restricted; 2024Q4: 16,491 shares; 2025Q1: 16,498 shares; 2025Q2: 16,823 shares; 2025Q3: 18,206 shares; 2025Q4: 11,383 shares; 2026Q1: 14,454 shares; 2026Q2: 11,155 shares 11,155 $1.6M 0.05% -3,299 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,146 shares; 2025Q1: 5,883 shares; 2025Q2: 7,460 shares; 2025Q3: 5,959 shares; 2025Q4: 5,642 shares; 2026Q1: 6,523 shares; 2026Q2: 8,652 shares 8,652 $1.59M 0.05% +2,129 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,039 shares; 2025Q1: 1,014 shares; 2025Q2: 1,022 shares; 2025Q3: 1,118 shares; 2025Q4: 1,171 shares; 2026Q1: 1,155 shares; 2026Q2: 1,157 shares 1,157 $1.57M 0.05% +2 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 833 shares; 2025Q1: not reported; 2025Q2: 4,443 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares; 2026Q1: 4,352 shares; 2026Q2: 2,962 shares 2,962 $1.57M 0.05% -1,390 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; 2024Q3: restricted; 2024Q4: 2,572 shares; 2025Q1: 1,376 shares; 2025Q2: 1,724 shares; 2025Q3: 5,613 shares; 2025Q4: 5,281 shares; 2026Q1: 5,468 shares; 2026Q2: 4,929 shares 4,929 $1.55M 0.04% -539 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,884 shares; 2025Q1: 27,101 shares; 2025Q2: 29,024 shares; 2025Q3: 29,724 shares; 2025Q4: 30,894 shares; 2026Q1: 18,133 shares; 2026Q2: 18,101 shares 18,101 $1.51M 0.04% -32 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,413 shares; 2025Q1: 20,514 shares; 2025Q2: 24,014 shares; 2025Q3: 24,188 shares; 2025Q4: 25,486 shares; 2026Q1: 24,684 shares; 2026Q2: 24,831 shares 24,831 $1.5M 0.04% +147 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; 2024Q3: restricted; 2024Q4: 20,433 shares; 2025Q1: 20,144 shares; 2025Q2: 20,526 shares; 2025Q3: 20,422 shares; 2025Q4: 19,445 shares; 2026Q1: 18,466 shares; 2026Q2: 18,127 shares 18,127 $1.5M 0.04% -339 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; 2024Q3: restricted; 2024Q4: 18,585 shares; 2025Q1: 14,851 shares; 2025Q2: 15,521 shares; 2025Q3: 18,252 shares; 2025Q4: 19,460 shares; 2026Q1: 19,441 shares; 2026Q2: 2,935 shares 2,935 $1.5M 0.04% -16,506 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,087 shares; 2026Q2: 28,363 shares 28,363 $1.49M 0.04% +276 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,133 shares; 2025Q1: 9,499 shares; 2025Q2: 7,863 shares; 2025Q3: 7,903 shares; 2025Q4: 6,700 shares; 2026Q1: 7,366 shares; 2026Q2: 6,874 shares 6,874 $1.46M 0.04% -492 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,193 shares; 2025Q1: 16,012 shares; 2025Q2: 17,060 shares; 2025Q3: 16,847 shares; 2025Q4: 17,775 shares; 2026Q1: 16,690 shares; 2026Q2: 17,509 shares 17,509 $1.45M 0.04% +819 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; 2024Q3: restricted; 2024Q4: 7,937 shares; 2025Q1: 7,593 shares; 2025Q2: 7,703 shares; 2025Q3: 7,743 shares; 2025Q4: 7,914 shares; 2026Q1: 7,834 shares; 2026Q2: 8,311 shares 8,311 $1.41M 0.04% +477 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,588 shares; 2025Q1: 8,596 shares; 2025Q2: 9,177 shares; 2025Q3: 9,265 shares; 2025Q4: 9,566 shares; 2026Q1: 9,798 shares; 2026Q2: 9,733 shares 9,733 $1.41M 0.04% -65 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,259 shares; 2025Q1: 4,760 shares; 2025Q2: 4,790 shares; 2025Q3: 16,429 shares; 2025Q4: 15,316 shares; 2026Q1: 15,569 shares; 2026Q2: 9,858 shares 9,858 $1.34M 0.04% -5,711 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,064 shares; 2026Q2: 7,436 shares 7,436 $1.33M 0.04% +5,372 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,132 shares; 2025Q1: 11,781 shares; 2025Q2: 11,406 shares; 2025Q3: 10,820 shares; 2025Q4: 10,675 shares; 2026Q1: 10,965 shares; 2026Q2: 11,324 shares 11,324 $1.32M 0.04% +359 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71,156 shares; 2025Q1: 67,432 shares; 2025Q2: 7,083 shares; 2025Q3: 86,156 shares; 2025Q4: 8,591 shares; 2026Q1: 23,492 shares; 2026Q2: 31,932 shares 31,932 $1.31M 0.04% +8,440 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,980 shares; 2025Q1: 4,484 shares; 2025Q2: 3,822 shares; 2025Q3: 4,643 shares; 2025Q4: 4,574 shares; 2026Q1: 4,330 shares; 2026Q2: 4,354 shares 4,354 $1.28M 0.04% +24 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,180 shares; 2025Q1: 14,810 shares; 2025Q2: 8,019 shares; 2025Q3: 15,716 shares; 2025Q4: 15,255 shares; 2026Q1: 14,703 shares; 2026Q2: 13,531 shares 13,531 $1.28M 0.04% -1,172 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,443 shares; 2025Q1: 47,232 shares; 2025Q2: 52,795 shares; 2025Q3: 90,250 shares; 2025Q4: 91,146 shares; 2026Q1: 97,433 shares; 2026Q2: 91,973 shares 91,973 $1.28M 0.04% -5,460 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,096 shares; 2025Q1: 8,952 shares; 2025Q2: 3,799 shares; 2025Q3: 4,604 shares; 2025Q4: 4,485 shares; 2026Q1: 4,565 shares; 2026Q2: 4,270 shares 4,270 $1.28M 0.04% -295 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,687 shares; 2026Q1: 35,678 shares; 2026Q2: 37,492 shares 37,492 $1.25M 0.04% +1,814 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; 2024Q3: restricted; 2024Q4: 85,739 shares; 2025Q1: 89,891 shares; 2025Q2: 19,273 shares; 2025Q3: 17,102 shares; 2025Q4: 15,527 shares; 2026Q1: 15,439 shares; 2026Q2: 15,094 shares 15,094 $1.24M 0.04% -345 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; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 20,763 shares; 2025Q2: 689 shares; 2025Q3: 10,866 shares; 2025Q4: 5,402 shares; 2026Q1: 5,081 shares; 2026Q2: 26,004 shares 26,004 $1.24M 0.04% +20,923 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; 2024Q3: restricted; 2024Q4: 3,066 shares; 2025Q1: 3,054 shares; 2025Q2: 2,393 shares; 2025Q3: 2,373 shares; 2025Q4: 2,333 shares; 2026Q1: 2,256 shares; 2026Q2: 2,145 shares 2,145 $1.24M 0.04% -111 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,722 shares; 2025Q1: 3,522 shares; 2025Q2: 3,689 shares; 2025Q3: 6,034 shares; 2025Q4: 5,233 shares; 2026Q1: 3,964 shares; 2026Q2: 3,943 shares 3,943 $1.24M 0.04% -21 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; 2024Q3: restricted; 2024Q4: 2,567 shares; 2025Q1: 2,529 shares; 2025Q2: 2,652 shares; 2025Q3: 2,664 shares; 2025Q4: 2,674 shares; 2026Q1: 2,816 shares; 2026Q2: 2,888 shares 2,888 $1.23M 0.04% +72 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; 2024Q3: restricted; 2024Q4: 39,762 shares; 2025Q1: 24,860 shares; 2025Q2: 25,314 shares; 2025Q3: 38,108 shares; 2025Q4: 33,387 shares; 2026Q1: 33,810 shares; 2026Q2: 29,003 shares 29,003 $1.23M 0.04% -4,807 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; 2024Q3: restricted; 2024Q4: 1,756 shares; 2025Q1: 1,696 shares; 2025Q2: 1,831 shares; 2025Q3: 3,981 shares; 2025Q4: 3,561 shares; 2026Q1: 3,384 shares; 2026Q2: 3,310 shares 3,310 $1.23M 0.04% -74 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; 2024Q3: restricted; 2024Q4: 5,714 shares; 2025Q1: 4,309 shares; 2025Q2: 3,218 shares; 2025Q3: 3,289 shares; 2025Q4: 3,660 shares; 2026Q1: 9,187 shares; 2026Q2: 9,123 shares 9,123 $1.21M 0.03% -64 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; 2024Q3: restricted; 2024Q4: 45,667 shares; 2025Q1: 66,728 shares; 2025Q2: 41,893 shares; 2025Q3: 34,007 shares; 2025Q4: 39,837 shares; 2026Q1: 11,778 shares; 2026Q2: 5,393 shares 5,393 $1.21M 0.03% -6,385 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,929 shares; 2025Q1: 3,334 shares; 2025Q2: 3,296 shares; 2025Q3: 3,268 shares; 2025Q4: 3,499 shares; 2026Q1: 3,637 shares; 2026Q2: 5,219 shares 5,219 $1.19M 0.03% +1,582 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,365 shares; 2025Q1: 7,266 shares; 2025Q2: 7,481 shares; 2025Q3: 7,443 shares; 2025Q4: 7,472 shares; 2026Q1: 94,043 shares; 2026Q2: 7,686 shares 7,686 $1.18M 0.03% -86,357 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 45,023 shares; 2025Q2: 1,129 shares; 2025Q3: 7,627 shares; 2025Q4: 5,634 shares; 2026Q1: 27,019 shares; 2026Q2: 5,410 shares 5,410 $1.18M 0.03% -21,609 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,539 shares; 2025Q1: 59,286 shares; 2025Q2: 62,142 shares; 2025Q3: 76,279 shares; 2025Q4: 92,262 shares; 2026Q1: 13,316 shares; 2026Q2: 12,641 shares 12,641 $1.16M 0.03% -675 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,662 shares; 2025Q1: 19,990 shares; 2025Q2: 18,709 shares; 2025Q3: 18,424 shares; 2025Q4: 21,127 shares; 2026Q1: 25,865 shares; 2026Q2: 28,923 shares 28,923 $1.16M 0.03% +3,058 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,631 shares; 2025Q1: 26,631 shares; 2025Q2: 26,631 shares; 2025Q3: 26,631 shares; 2025Q4: 26,258 shares; 2026Q1: 25,999 shares; 2026Q2: 26,197 shares 26,197 $1.15M 0.03% +198 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,334 shares; 2026Q1: 1,335 shares; 2026Q2: 4,005 shares 4,005 $1.15M 0.03% +2,670 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,291 shares; 2025Q2: 7,105 shares; 2025Q3: 6,360 shares; 2025Q4: 6,204 shares; 2026Q1: 3,884 shares; 2026Q2: 4,093 shares 4,093 $1.15M 0.03% +209 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,375 shares; 2025Q1: 16,144 shares; 2025Q2: 15,415 shares; 2025Q3: 15,090 shares; 2025Q4: 14,205 shares; 2026Q1: 14,076 shares; 2026Q2: 13,203 shares 13,203 $1.13M 0.03% -873 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,791 shares; 2025Q1: 6,717 shares; 2025Q2: 7,273 shares; 2025Q3: 7,101 shares; 2025Q4: 7,981 shares; 2026Q1: 7,801 shares; 2026Q2: 7,701 shares 7,701 $1.13M 0.03% -100 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; 2024Q3: restricted; 2024Q4: 3,727 shares; 2025Q1: 3,719 shares; 2025Q2: 3,348 shares; 2025Q3: 3,247 shares; 2025Q4: 3,431 shares; 2026Q1: 3,231 shares; 2026Q2: 3,257 shares 3,257 $1.12M 0.03% +26 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,758 shares; 2025Q2: 2,947 shares; 2025Q3: 3,105 shares; 2025Q4: 3,312 shares; 2026Q1: 5,312 shares; 2026Q2: 6,378 shares 6,378 $1.12M 0.03% +1,066 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; 2024Q3: restricted; 2024Q4: 7,301 shares; 2025Q1: 7,310 shares; 2025Q2: 9,437 shares; 2025Q3: 9,278 shares; 2025Q4: 9,652 shares; 2026Q1: 17,203 shares; 2026Q2: 19,489 shares 19,489 $1.1M 0.03% +2,286 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,907 shares; 2025Q1: 5,664 shares; 2025Q2: 4,652 shares; 2025Q3: 4,623 shares; 2025Q4: 4,743 shares; 2026Q1: 4,696 shares; 2026Q2: 4,455 shares 4,455 $1.08M 0.03% -241 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; 2024Q3: restricted; 2024Q4: 3,679 shares; 2025Q1: 3,204 shares; 2025Q2: 6,756 shares; 2025Q3: 16,301 shares; 2025Q4: 12,557 shares; 2026Q1: 11,654 shares; 2026Q2: 11,741 shares 11,741 $1.07M 0.03% +87 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; 2024Q3: restricted; 2024Q4: 7,062 shares; 2025Q1: 7,861 shares; 2025Q2: 6,922 shares; 2025Q3: 7,073 shares; 2025Q4: 7,582 shares; 2026Q1: 8,152 shares; 2026Q2: 8,451 shares 8,451 $1.06M 0.03% +299 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,621 shares; 2026Q1: 84,625 shares; 2026Q2: 81,360 shares 81,360 $1.06M 0.03% -3,265 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,985 shares; 2025Q1: 15,618 shares; 2025Q2: 19,330 shares; 2025Q3: 24,026 shares; 2025Q4: 22,064 shares; 2026Q1: 22,015 shares; 2026Q2: 21,810 shares 21,810 $1.04M 0.03% -205 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,433 shares; 2025Q1: 33,816 shares; 2025Q2: 33,961 shares; 2025Q3: 34,762 shares; 2025Q4: 38,918 shares; 2026Q1: 39,750 shares; 2026Q2: 41,406 shares 41,406 $1.03M 0.03% +1,656 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,426 shares; 2025Q1: 8,469 shares; 2025Q2: 4,746 shares; 2025Q3: 6,120 shares; 2025Q4: 5,823 shares; 2026Q1: 5,456 shares; 2026Q2: 5,191 shares 5,191 $1.02M 0.03% -265 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; 2024Q3: restricted; 2024Q4: 13,612 shares; 2025Q1: 9,875 shares; 2025Q2: 8,074 shares; 2025Q3: 12,882 shares; 2025Q4: 12,757 shares; 2026Q1: 14,046 shares; 2026Q2: 13,771 shares 13,771 $1.01M 0.03% -275 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,478 shares; 2025Q1: 1,395 shares; 2025Q2: 1,937 shares; 2025Q3: 3,041 shares; 2025Q4: 2,737 shares; 2026Q1: 2,652 shares; 2026Q2: 2,608 shares 2,608 $1M 0.03% -44 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 819 shares; 2025Q3: 856 shares; 2025Q4: 916 shares; 2026Q1: 882 shares; 2026Q2: 1,309 shares 1,309 $999K 0.03% +427 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,563 shares; 2025Q1: 6,123 shares; 2025Q2: 6,169 shares; 2025Q3: 11,062 shares; 2025Q4: 11,070 shares; 2026Q1: 11,765 shares; 2026Q2: 11,796 shares 11,796 $999K 0.03% +31 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,484 shares; 2025Q1: 2,088 shares; 2025Q2: 1,837 shares; 2025Q3: 1,913 shares; 2025Q4: 1,984 shares; 2026Q1: 1,949 shares; 2026Q2: 2,234 shares 2,234 $997K 0.03% +285 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169,476 shares; 2025Q1: 55,347 shares; 2025Q2: 30,078 shares; 2025Q3: 27,025 shares; 2025Q4: 27,633 shares; 2026Q1: 26,715 shares; 2026Q2: 25,967 shares 25,967 $989K 0.03% -748 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,173 shares; 2025Q1: 3,642 shares; 2025Q2: 3,047 shares; 2025Q3: 4,192 shares; 2025Q4: 4,107 shares; 2026Q1: 6,107 shares; 2026Q2: 5,839 shares 5,839 $987K 0.03% -268 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,797 shares; 2025Q1: 31,144 shares; 2025Q2: 31,165 shares; 2025Q3: 34,505 shares; 2025Q4: 39,646 shares; 2026Q1: 6,728 shares; 2026Q2: 5,793 shares 5,793 $972K 0.03% -935 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; 2024Q3: restricted; 2024Q4: 1,330 shares; 2025Q1: 1,427 shares; 2025Q2: 1,508 shares; 2025Q3: 1,741 shares; 2025Q4: 1,752 shares; 2026Q1: 1,844 shares; 2026Q2: 1,971 shares 1,971 $968K 0.03% +127 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,294 shares; 2025Q2: 10,849 shares; 2025Q3: 10,660 shares; 2025Q4: 10,962 shares; 2026Q1: 10,971 shares; 2026Q2: 10,909 shares 10,909 $964K 0.03% -62 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,377 shares; 2025Q1: 2,389 shares; 2025Q2: 2,423 shares; 2025Q3: 2,492 shares; 2025Q4: 2,424 shares; 2026Q1: 2,716 shares; 2026Q2: 3,033 shares 3,033 $963K 0.03% +317 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; 2024Q3: restricted; 2024Q4: 31,535 shares; 2025Q1: 26,952 shares; 2025Q2: 31,470 shares; 2025Q3: 4,309 shares; 2025Q4: 4,256 shares; 2026Q1: 4,253 shares; 2026Q2: 4,766 shares 4,766 $956K 0.03% +513 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,628 shares; 2025Q1: 3,669 shares; 2025Q2: 3,378 shares; 2025Q3: 4,888 shares; 2025Q4: 3,551 shares; 2026Q1: 3,495 shares; 2026Q2: 3,645 shares 3,645 $949K 0.03% +150 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 88,737 shares; 2025Q1: 29,558 shares; 2025Q2: 23,376 shares; 2025Q3: 19,980 shares; 2025Q4: 18,166 shares; 2026Q1: 23,400 shares; 2026Q2: 20,851 shares 20,851 $941K 0.03% -2,549 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; 2024Q3: restricted; 2024Q4: 5,914 shares; 2025Q1: 6,587 shares; 2025Q2: 6,953 shares; 2025Q3: 8,454 shares; 2025Q4: 9,506 shares; 2026Q1: 8,772 shares; 2026Q2: 7,220 shares 7,220 $914K 0.03% -1,552 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,639 shares; 2025Q1: 1,787 shares; 2025Q2: 1,754 shares; 2025Q3: 1,806 shares; 2025Q4: 1,938 shares; 2026Q1: 1,940 shares; 2026Q2: 1,838 shares 1,838 $913K 0.03% -102 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,859 shares; 2025Q1: 27,324 shares; 2025Q2: 33,517 shares; 2025Q3: 32,813 shares; 2025Q4: 33,907 shares; 2026Q1: 34,958 shares; 2026Q2: 33,484 shares 33,484 $893K 0.03% -1,474 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; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,336 shares; 2025Q2: 1,527 shares; 2025Q3: 5,469 shares; 2025Q4: 3,956 shares; 2026Q1: 3,899 shares; 2026Q2: 3,324 shares 3,324 $891K 0.03% -575 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,046 shares; 2025Q1: 17,513 shares; 2025Q2: 17,595 shares; 2025Q3: 21,152 shares; 2025Q4: 17,454 shares; 2026Q1: 14,982 shares; 2026Q2: 14,866 shares 14,866 $887K 0.03% -116 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,028 shares; 2025Q1: 12,494 shares; 2025Q2: 10,019 shares; 2025Q3: 10,153 shares; 2025Q4: 10,528 shares; 2026Q1: 11,612 shares; 2026Q2: 11,507 shares 11,507 $874K 0.03% -105 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; 2024Q3: restricted; 2024Q4: 44,167 shares; 2025Q1: 43,013 shares; 2025Q2: 60,165 shares; 2025Q3: 71,657 shares; 2025Q4: 9,799 shares; 2026Q1: 9,065 shares; 2026Q2: 8,116 shares 8,116 $872K 0.03% -949 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,895 shares; 2025Q1: 10,068 shares; 2025Q2: 9,883 shares; 2025Q3: 9,267 shares; 2025Q4: 9,481 shares; 2026Q1: 9,443 shares; 2026Q2: 9,242 shares 9,242 $862K 0.02% -201 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 5,604 shares; 2025Q3: 26,271 shares; 2025Q4: 19,412 shares; 2026Q1: 16,917 shares; 2026Q2: 14,954 shares 14,954 $862K 0.02% -1,963 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,325 shares; 2025Q1: 16,325 shares; 2025Q2: 16,325 shares; 2025Q3: 16,325 shares; 2025Q4: 16,561 shares; 2026Q1: 16,561 shares; 2026Q2: 16,675 shares 16,675 $860K 0.02% +114 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; 2024Q3: restricted; 2024Q4: 13,831 shares; 2025Q1: 6,741 shares; 2025Q2: 189,617 shares; 2025Q3: 196,485 shares; 2025Q4: 203,270 shares; 2026Q1: 243,353 shares; 2026Q2: 25,207 shares 25,207 $853K 0.02% -218,146 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,744 shares; 2025Q2: 17,411 shares; 2025Q3: 17,411 shares; 2025Q4: 14,996 shares; 2026Q1: 11,012 shares; 2026Q2: 10,676 shares 10,676 $848K 0.02% -336 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,147 shares; 2026Q2: 2,204 shares 2,204 $847K 0.02% +57 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,791 shares; 2025Q1: 1,833 shares; 2025Q2: 1,740 shares; 2025Q3: 1,825 shares; 2025Q4: 1,845 shares; 2026Q1: 2,082 shares; 2026Q2: 2,241 shares 2,241 $841K 0.02% +159 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 735 shares; 2025Q2: 811 shares; 2025Q3: 823 shares; 2025Q4: 920 shares; 2026Q1: 1,107 shares; 2026Q2: 1,163 shares 1,163 $838K 0.02% +56 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 1,149 shares; 2025Q2: 1,171 shares; 2025Q3: 1,285 shares; 2025Q4: 6,186 shares; 2026Q1: 5,298 shares; 2026Q2: 8,415 shares 8,415 $835K 0.02% +3,117 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,389 shares; 2025Q1: 4,851 shares; 2025Q2: 9,591 shares; 2025Q3: 18,895 shares; 2025Q4: 17,331 shares; 2026Q1: 17,491 shares; 2026Q2: 17,368 shares 17,368 $834K 0.02% -123 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; 2024Q3: restricted; 2024Q4: 5,674 shares; 2025Q1: 12,692 shares; 2025Q2: 8,220 shares; 2025Q3: 8,806 shares; 2025Q4: 9,390 shares; 2026Q1: 10,339 shares; 2026Q2: 20,145 shares 20,145 $832K 0.02% +9,806 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,252 shares; 2025Q1: 5,365 shares; 2025Q2: 5,041 shares; 2025Q3: 4,893 shares; 2025Q4: 4,314 shares; 2026Q1: 4,299 shares; 2026Q2: 4,040 shares 4,040 $819K 0.02% -259 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; 2024Q3: restricted; 2024Q4: 1,676 shares; 2025Q1: 2,315 shares; 2025Q2: 2,312 shares; 2025Q3: 8,763 shares; 2025Q4: 5,826 shares; 2026Q1: 4,813 shares; 2026Q2: 4,943 shares 4,943 $808K 0.02% +130 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,925 shares; 2025Q1: 11,490 shares; 2025Q2: 10,909 shares; 2025Q3: 13,607 shares; 2025Q4: 16,030 shares; 2026Q1: 15,658 shares; 2026Q2: 15,428 shares 15,428 $804K 0.02% -230 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 9,601 shares; 2025Q3: 8,800 shares; 2025Q4: 8,111 shares; 2026Q1: 8,790 shares; 2026Q2: 8,451 shares 8,451 $799K 0.02% -339 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; 2024Q3: restricted; 2024Q4: 8,497 shares; 2025Q1: 9,003 shares; 2025Q2: 9,561 shares; 2025Q3: 9,564 shares; 2025Q4: 9,946 shares; 2026Q1: 10,509 shares; 2026Q2: 10,709 shares 10,709 $796K 0.02% +200 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; 2024Q3: restricted; 2024Q4: 17,194 shares; 2025Q1: 17,400 shares; 2025Q2: 16,711 shares; 2025Q3: 16,244 shares; 2025Q4: 41,692 shares; 2026Q1: 8,108 shares; 2026Q2: 3,521 shares 3,521 $785K 0.02% -4,587 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; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,873 shares; 2025Q2: 1,931 shares; 2025Q3: 2,160 shares; 2025Q4: 2,165 shares; 2026Q1: 2,003 shares; 2026Q2: 1,957 shares 1,957 $778K 0.02% -46 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,621 shares; 2025Q1: 3,665 shares; 2025Q2: 3,626 shares; 2025Q3: 4,797 shares; 2025Q4: 4,591 shares; 2026Q1: 4,294 shares; 2026Q2: 4,770 shares 4,770 $772K 0.02% +476 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; 2024Q3: restricted; 2024Q4: 15,661 shares; 2025Q1: 17,027 shares; 2025Q2: 16,895 shares; 2025Q3: 29,041 shares; 2025Q4: 28,221 shares; 2026Q1: 27,141 shares; 2026Q2: 24,011 shares 24,011 $768K 0.02% -3,130 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; 2024Q3: restricted; 2024Q4: 13,132 shares; 2025Q1: 9,548 shares; 2025Q2: 1,714 shares; 2025Q3: 6,773 shares; 2025Q4: 6,323 shares; 2026Q1: 5,406 shares; 2026Q2: 10,114 shares 10,114 $764K 0.02% +4,708 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; 2024Q3: restricted; 2024Q4: 2,323 shares; 2025Q1: 2,216 shares; 2025Q2: 1,934 shares; 2025Q3: 1,936 shares; 2025Q4: 2,050 shares; 2026Q1: 2,543 shares; 2026Q2: 4,957 shares 4,957 $754K 0.02% +2,414 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,279 shares; 2026Q1: 3,234 shares; 2026Q2: 3,225 shares 3,225 $752K 0.02% -9 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,740 shares; 2025Q2: 10,123 shares; 2025Q3: 12,208 shares; 2025Q4: 7,941 shares; 2026Q1: 11,679 shares; 2026Q2: 6,141 shares 6,141 $752K 0.02% -5,538 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; 2024Q3: restricted; 2024Q4: 5,942 shares; 2025Q1: 6,092 shares; 2025Q2: 7,719 shares; 2025Q3: 8,707 shares; 2025Q4: 8,473 shares; 2026Q1: 7,774 shares; 2026Q2: 8,020 shares 8,020 $751K 0.02% +246 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; 2024Q3: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,616 shares; 2025Q2: 2,865 shares; 2025Q3: 2,884 shares; 2025Q4: 2,825 shares; 2026Q1: 2,808 shares; 2026Q2: 3,024 shares 3,024 $745K 0.02% +216 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,264 shares; 2025Q2: 4,318 shares; 2025Q3: 5,926 shares; 2025Q4: 6,802 shares; 2026Q1: 7,109 shares; 2026Q2: 12,787 shares 12,787 $744K 0.02% +5,678 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 3,867 shares; 2025Q4: 1,994 shares; 2026Q1: 1,966 shares; 2026Q2: 2,027 shares 2,027 $742K 0.02% +61 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37,119 shares; 2025Q2: 30,759 shares; 2025Q3: 56,263 shares; 2025Q4: 37,978 shares; 2026Q1: 23,972 shares; 2026Q2: 14,633 shares 14,633 $740K 0.02% -9,339 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 446 shares; 2026Q1: 205 shares; 2026Q2: 6,540 shares 6,540 $738K 0.02% +6,335 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 233 shares; 2025Q4: 236 shares; 2026Q1: 226 shares; 2026Q2: 229 shares 229 $732K 0.02% +3 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,995 shares; 2025Q1: 6,496 shares; 2025Q2: 6,341 shares; 2025Q3: 6,735 shares; 2025Q4: 7,218 shares; 2026Q1: 8,281 shares; 2026Q2: 6,637 shares 6,637 $729K 0.02% -1,644 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,005 shares; 2025Q1: 73,059 shares; 2025Q2: 73,687 shares; 2025Q3: 95,972 shares; 2025Q4: 109,480 shares; 2026Q1: 7,102 shares; 2026Q2: 8,557 shares 8,557 $724K 0.02% +1,455 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,954 shares; 2025Q1: 2,882 shares; 2025Q2: 3,180 shares; 2025Q3: 3,217 shares; 2025Q4: 3,486 shares; 2026Q1: 3,776 shares; 2026Q2: 3,933 shares 3,933 $720K 0.02% +157 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; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,304 shares; 2025Q2: 1,287 shares; 2025Q3: 1,313 shares; 2025Q4: 1,410 shares; 2026Q1: 1,579 shares; 2026Q2: 1,716 shares 1,716 $713K 0.02% +137 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,533 shares; 2025Q2: 6,635 shares; 2025Q3: 18,509 shares; 2025Q4: 18,654 shares; 2026Q1: 19,685 shares; 2026Q2: 19,600 shares 19,600 $712K 0.02% -85 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; 2024Q3: restricted; 2024Q4: 19,192 shares; 2025Q1: 20,337 shares; 2025Q2: 19,344 shares; 2025Q3: 20,191 shares; 2025Q4: 18,679 shares; 2026Q1: 29,470 shares; 2026Q2: 39,648 shares 39,648 $703K 0.02% +10,178 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $694K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,745 shares; 2025Q3: 11,246 shares; 2025Q4: 6,546 shares; 2026Q1: 5,893 shares; 2026Q2: 5,489 shares 5,489 $693K 0.02% -404 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,220 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 11,208 shares; 2025Q4: 13,880 shares; 2026Q1: 13,116 shares; 2026Q2: 12,917 shares 12,917 $691K 0.02% -199 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; 2024Q3: restricted; 2024Q4: 119,135 shares; 2025Q1: 55,101 shares; 2025Q2: 9,524 shares; 2025Q3: 9,114 shares; 2025Q4: 9,115 shares; 2026Q1: 9,166 shares; 2026Q2: 9,218 shares 9,218 $690K 0.02% +52 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; 2024Q3: restricted; 2024Q4: 32,874 shares; 2025Q1: 76,375 shares; 2025Q2: 59,399 shares; 2025Q3: 54,883 shares; 2025Q4: 53,279 shares; 2026Q1: 17,575 shares; 2026Q2: 12,786 shares 12,786 $685K 0.02% -4,789 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,118 shares; 2025Q1: 2,346 shares; 2025Q2: 2,309 shares; 2025Q3: 3,096 shares; 2025Q4: 2,973 shares; 2026Q1: 2,975 shares; 2026Q2: 3,202 shares 3,202 $682K 0.02% +227 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,660 shares; 2025Q3: 4,799 shares; 2025Q4: 4,595 shares; 2026Q1: 4,316 shares; 2026Q2: 4,465 shares 4,465 $680K 0.02% +149 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,205 shares; 2025Q1: 3,345 shares; 2025Q2: 3,638 shares; 2025Q3: 3,815 shares; 2025Q4: 4,112 shares; 2026Q1: 3,749 shares; 2026Q2: 4,971 shares 4,971 $676K 0.02% +1,222 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: 2,367 shares; 2026Q1: 2,253 shares; 2026Q2: 2,017 shares 2,017 $675K 0.02% -236 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,838 shares; 2025Q1: 2,889 shares; 2025Q2: 4,208 shares; 2025Q3: 4,312 shares; 2025Q4: 4,522 shares; 2026Q1: 4,510 shares; 2026Q2: 4,950 shares 4,950 $671K 0.02% +440 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,390 shares; 2025Q1: 31,235 shares; 2025Q2: 47,032 shares; 2025Q3: 35,873 shares; 2025Q4: 37,291 shares; 2026Q1: 39,532 shares; 2026Q2: 27,825 shares 27,825 $670K 0.02% -11,707 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,122 shares; 2026Q2: 12,727 shares 12,727 $669K 0.02% +1,605 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,174 shares; 2025Q1: 6,657 shares; 2025Q2: 6,657 shares; 2025Q3: 6,620 shares; 2025Q4: 6,864 shares; 2026Q1: 6,758 shares; 2026Q2: 7,060 shares 7,060 $659K 0.02% +302 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 2,122 shares; 2025Q3: 4,670 shares; 2025Q4: 4,941 shares; 2026Q1: 5,097 shares; 2026Q2: 5,501 shares 5,501 $650K 0.02% +404 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; 2024Q3: restricted; 2024Q4: 12,564 shares; 2025Q1: 47,694 shares; 2025Q2: 12,194 shares; 2025Q3: 13,789 shares; 2025Q4: 4,537 shares; 2026Q1: 4,901 shares; 2026Q2: 5,001 shares 5,001 $649K 0.02% +100 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,370 shares; 2025Q1: 11,580 shares; 2025Q2: 10,591 shares; 2025Q3: 11,465 shares; 2025Q4: 12,518 shares; 2026Q1: 14,316 shares; 2026Q2: 13,892 shares 13,892 $646K 0.02% -424 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,772 shares; 2025Q2: 2,734 shares; 2025Q3: 3,036 shares; 2025Q4: 3,307 shares; 2026Q1: 34,430 shares; 2026Q2: 3,016 shares 3,016 $642K 0.02% -31,414 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,019 shares; 2025Q2: 4,020 shares; 2025Q3: 5,577 shares; 2025Q4: 4,484 shares; 2026Q1: 3,919 shares; 2026Q2: 3,905 shares 3,905 $641K 0.02% -14 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; 2024Q3: restricted; 2024Q4: 8,306 shares; 2025Q1: 8,174 shares; 2025Q2: 9,464 shares; 2025Q3: 12,277 shares; 2025Q4: 13,502 shares; 2026Q1: 12,434 shares; 2026Q2: 12,788 shares 12,788 $637K 0.02% +354 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,405 shares; 2025Q1: 7,302 shares; 2025Q2: 9,894 shares; 2025Q3: 8,517 shares; 2025Q4: 9,152 shares; 2026Q1: 8,745 shares; 2026Q2: 7,699 shares 7,699 $636K 0.02% -1,046 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 1,782 shares; 2025Q3: 1,444 shares; 2025Q4: 1,858 shares; 2026Q1: 3,458 shares; 2026Q2: 6,319 shares 6,319 $634K 0.02% +2,861 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,630 shares; 2025Q1: 9,960 shares; 2025Q2: 13,819 shares; 2025Q3: 14,410 shares; 2025Q4: 15,641 shares; 2026Q1: 17,982 shares; 2026Q2: 18,587 shares 18,587 $631K 0.02% +605 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,615 shares 7,615 $629K 0.02% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,552 shares; 2025Q4: 9,552 shares; 2026Q1: 9,560 shares; 2026Q2: 9,560 shares 9,560 $627K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 1,526 shares; 2025Q3: 7,463 shares; 2025Q4: 568 shares; 2026Q1: 486 shares; 2026Q2: 9,178 shares 9,178 $626K 0.02% +8,692 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; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 987 shares; 2025Q2: 1,006 shares; 2025Q3: 1,442 shares; 2025Q4: 1,553 shares; 2026Q1: 1,420 shares; 2026Q2: 1,219 shares 1,219 $621K 0.02% -201 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,469 shares; 2025Q1: 6,885 shares; 2025Q2: 6,776 shares; 2025Q3: 6,793 shares; 2025Q4: 6,961 shares; 2026Q1: 6,236 shares; 2026Q2: 6,384 shares 6,384 $614K 0.02% +148 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,804 shares; 2025Q2: 3,349 shares; 2025Q3: 3,336 shares; 2025Q4: 3,311 shares; 2026Q1: 8,692 shares; 2026Q2: 7,764 shares 7,764 $612K 0.02% -928 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 1,033 shares; 2025Q3: 7,121 shares; 2025Q4: 8,121 shares; 2026Q1: 7,903 shares; 2026Q2: 8,720 shares 8,720 $611K 0.02% +817 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; 2024Q3: restricted; 2024Q4: 2,256 shares; 2025Q1: 2,722 shares; 2025Q2: 2,633 shares; 2025Q3: 2,627 shares; 2025Q4: 2,661 shares; 2026Q1: 2,663 shares; 2026Q2: 2,567 shares 2,567 $610K 0.02% -96 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; 2024Q3: restricted; 2024Q4: 6,004 shares; 2025Q1: 6,826 shares; 2025Q2: 6,761 shares; 2025Q3: 6,969 shares; 2025Q4: 7,306 shares; 2026Q1: 7,337 shares; 2026Q2: 7,595 shares 7,595 $610K 0.02% +258 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,615 shares; 2025Q1: 1,769 shares; 2025Q2: 1,746 shares; 2025Q3: 1,782 shares; 2025Q4: 1,998 shares; 2026Q1: 1,715 shares; 2026Q2: 2,651 shares 2,651 $609K 0.02% +936 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 471 shares; 2025Q2: 5,582 shares; 2025Q3: 721 shares; 2025Q4: 668 shares; 2026Q1: 592 shares; 2026Q2: 633 shares 633 $608K 0.02% +41 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,386 shares; 2025Q3: 1,359 shares; 2025Q4: 1,479 shares; 2026Q1: 1,829 shares; 2026Q2: 2,069 shares 2,069 $606K 0.02% +240 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; 2024Q3: restricted; 2024Q4: 13,811 shares; 2025Q1: 10,658 shares; 2025Q2: 9,507 shares; 2025Q3: 14,235 shares; 2025Q4: 11,971 shares; 2026Q1: 11,496 shares; 2026Q2: 9,593 shares 9,593 $603K 0.02% -1,903 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,819 shares; 2025Q1: 5,409 shares; 2025Q2: 5,461 shares; 2025Q3: 5,360 shares; 2025Q4: 5,482 shares; 2026Q1: 5,465 shares; 2026Q2: 5,392 shares 5,392 $603K 0.02% -73 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; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,566 shares; 2025Q2: 1,696 shares; 2025Q3: 1,876 shares; 2025Q4: 1,971 shares; 2026Q1: 1,940 shares; 2026Q2: 2,040 shares 2,040 $598K 0.02% +100 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; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 251 shares; 2025Q2: 3,714 shares; 2025Q3: 6,283 shares; 2025Q4: 6,066 shares; 2026Q1: 6,527 shares; 2026Q2: 6,449 shares 6,449 $594K 0.02% -78 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: 2,986 shares; 2025Q2: 2,946 shares; 2025Q3: 3,322 shares; 2025Q4: 3,595 shares; 2026Q1: 3,845 shares; 2026Q2: 4,448 shares 4,448 $591K 0.02% +603 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,025 shares; 2025Q2: 6,809 shares; 2025Q3: 8,659 shares; 2025Q4: 8,871 shares; 2026Q1: 5,825 shares; 2026Q2: 20,043 shares 20,043 $588K 0.02% +14,218 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 1,628 shares; 2025Q3: 5,105 shares; 2025Q4: 4,260 shares; 2026Q1: 4,194 shares; 2026Q2: 4,852 shares 4,852 $588K 0.02% +658 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,981 shares; 2025Q2: 11,938 shares; 2025Q3: 9,952 shares; 2025Q4: 10,675 shares; 2026Q1: 10,182 shares; 2026Q2: 11,414 shares 11,414 $587K 0.02% +1,232 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,996 shares; 2025Q1: 9,545 shares; 2025Q2: 9,427 shares; 2025Q3: 9,537 shares; 2025Q4: 4,337 shares; 2026Q1: 4,135 shares; 2026Q2: 1,765 shares 1,765 $585K 0.02% -2,370 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,184 shares; 2025Q1: 19,215 shares; 2025Q2: 16,011 shares; 2025Q3: 15,635 shares; 2025Q4: 17,724 shares; 2026Q1: 16,393 shares; 2026Q2: 20,446 shares 20,446 $584K 0.02% +4,053 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,454 shares; 2025Q2: 1,469 shares; 2025Q3: 2,084 shares; 2025Q4: 1,592 shares; 2026Q1: 1,640 shares; 2026Q2: 1,829 shares 1,829 $582K 0.02% +189 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 19,940 shares; 2025Q4: 15,195 shares; 2026Q1: 12,871 shares; 2026Q2: 12,068 shares 12,068 $581K 0.02% -803 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; 2024Q3: restricted; 2024Q4: 3,957 shares; 2025Q1: 4,764 shares; 2025Q2: 777 shares; 2025Q3: 9,056 shares; 2025Q4: 9,933 shares; 2026Q1: 8,730 shares; 2026Q2: 8,999 shares 8,999 $578K 0.02% +269 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 4,792 shares 4,792 $578K 0.02% +4,265 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,796 shares; 2025Q1: 1,974 shares; 2025Q2: 2,063 shares; 2025Q3: 2,081 shares; 2025Q4: 2,134 shares; 2026Q1: 2,097 shares; 2026Q2: 2,072 shares 2,072 $577K 0.02% -25 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; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: 1,961 shares; 2025Q2: 954 shares; 2025Q3: 1,277 shares; 2025Q4: 1,649 shares; 2026Q1: 1,657 shares; 2026Q2: 1,639 shares 1,639 $574K 0.02% -18 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 1,165 shares; 2025Q3: 425 shares; 2025Q4: 968 shares; 2026Q1: 7,040 shares; 2026Q2: 13,198 shares 13,198 $570K 0.02% +6,158 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,697 shares; 2025Q1: 50,686 shares; 2025Q2: 55,493 shares; 2025Q3: 55,971 shares; 2025Q4: 57,181 shares; 2026Q1: 17,218 shares; 2026Q2: 22,905 shares 22,905 $570K 0.02% +5,687 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,149 shares; 2025Q2: 1,711 shares; 2025Q3: 2,162 shares; 2025Q4: 2,841 shares; 2026Q1: 4,435 shares; 2026Q2: 7,504 shares 7,504 $570K 0.02% +3,069 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 3,184 shares; 2025Q4: 3,096 shares; 2026Q1: 3,350 shares; 2026Q2: 3,353 shares 3,353 $569K 0.02% +3 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,262 shares; 2025Q1: 8,396 shares; 2025Q2: 8,742 shares; 2025Q3: 8,807 shares; 2025Q4: 9,418 shares; 2026Q1: 10,392 shares; 2026Q2: 10,168 shares 10,168 $564K 0.02% -224 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,829 shares; 2025Q1: 5,241 shares; 2025Q2: 5,031 shares; 2025Q3: 4,808 shares; 2025Q4: 4,856 shares; 2026Q1: 4,746 shares; 2026Q2: 4,684 shares 4,684 $563K 0.02% -62 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 4,267 shares; 2025Q3: 4,667 shares; 2025Q4: 5,031 shares; 2026Q1: 3,205 shares; 2026Q2: 3,193 shares 3,193 $561K 0.02% -12 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 2,632 shares; 2025Q2: 2,633 shares; 2025Q3: 2,663 shares; 2025Q4: 2,791 shares; 2026Q1: 2,754 shares; 2026Q2: 2,733 shares 2,733 $560K 0.02% -21 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 6,202 shares; 2025Q3: 5,657 shares; 2025Q4: 5,797 shares; 2026Q1: 5,623 shares; 2026Q2: 5,294 shares 5,294 $559K 0.02% -329 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,400 shares; 2026Q1: 2,007 shares; 2026Q2: 1,869 shares 1,869 $557K 0.02% -138 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,142 shares; 2025Q1: 5,944 shares; 2025Q2: 5,879 shares; 2025Q3: 10,465 shares; 2025Q4: 8,988 shares; 2026Q1: 9,619 shares; 2026Q2: 8,094 shares 8,094 $553K 0.02% -1,525 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 4,013 shares; 2025Q4: 2,834 shares; 2026Q1: 2,408 shares; 2026Q2: 2,331 shares 2,331 $552K 0.02% -77 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,614 shares; 2025Q2: 1,599 shares; 2025Q3: 1,554 shares; 2025Q4: 2,039 shares; 2026Q1: 2,302 shares; 2026Q2: 2,480 shares 2,480 $552K 0.02% +178 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,335 shares; 2025Q1: 6,869 shares; 2025Q2: 8,792 shares; 2025Q3: 10,720 shares; 2025Q4: 11,413 shares; 2026Q1: 11,770 shares; 2026Q2: 11,267 shares 11,267 $547K 0.02% -503 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 147 shares; 2025Q2: 2,156 shares; 2025Q3: 2,334 shares; 2025Q4: 2,533 shares; 2026Q1: 2,238 shares; 2026Q2: 2,319 shares 2,319 $547K 0.02% +81 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,709 shares; 2025Q1: 3,660 shares; 2025Q2: 3,531 shares; 2025Q3: 7,412 shares; 2025Q4: 5,792 shares; 2026Q1: 4,617 shares; 2026Q2: 8,054 shares 8,054 $546K 0.02% +3,437 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: 1,925 shares; 2025Q2: 2,166 shares; 2025Q3: 2,142 shares; 2025Q4: 2,131 shares; 2026Q1: 2,154 shares; 2026Q2: 2,195 shares 2,195 $545K 0.02% +41 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,183 shares; 2025Q1: 18,641 shares; 2025Q2: 247 shares; 2025Q3: 51,274 shares; 2025Q4: 7,646 shares; 2026Q1: 7,857 shares; 2026Q2: 8,217 shares 8,217 $545K 0.02% +360 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,446 shares; 2025Q1: 3,293 shares; 2025Q2: 3,799 shares; 2025Q3: 3,789 shares; 2025Q4: 4,022 shares; 2026Q1: 2,353 shares; 2026Q2: 4,615 shares 4,615 $543K 0.02% +2,262 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,534 shares; 2025Q1: 10,799 shares; 2025Q2: 10,716 shares; 2025Q3: 10,966 shares; 2025Q4: 13,837 shares; 2026Q1: 13,795 shares; 2026Q2: 16,548 shares 16,548 $542K 0.02% +2,753 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,493 shares; 2025Q1: 4,842 shares; 2025Q2: 5,303 shares; 2025Q3: 7,279 shares; 2025Q4: 5,808 shares; 2026Q1: 5,850 shares; 2026Q2: 6,666 shares 6,666 $542K 0.02% +816 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 1,709 shares; 2025Q3: 1,805 shares; 2025Q4: 2,222 shares; 2026Q1: 2,767 shares; 2026Q2: 3,022 shares 3,022 $540K 0.02% +255 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 6,856 shares; 2025Q3: 7,089 shares; 2025Q4: 8,527 shares; 2026Q1: 10,473 shares; 2026Q2: 11,264 shares 11,264 $539K 0.02% +791 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,270 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $537K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 3,968 shares; 2025Q1: 3,898 shares; 2025Q2: 4,314 shares; 2025Q3: 4,320 shares; 2025Q4: 4,538 shares; 2026Q1: 5,266 shares; 2026Q2: 5,897 shares 5,897 $533K 0.02% +631 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,263 shares; 2025Q2: 4,585 shares; 2025Q3: 13,139 shares; 2025Q4: 5,548 shares; 2026Q1: 15,696 shares; 2026Q2: 8,438 shares 8,438 $527K 0.02% -7,258 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 354 shares; 2025Q3: 397 shares; 2025Q4: 407 shares; 2026Q1: 306 shares; 2026Q2: 438 shares 438 $523K 0.02% +132 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,501 shares; 2025Q3: 4,730 shares; 2025Q4: 4,662 shares; 2026Q1: 4,607 shares; 2026Q2: 3,971 shares 3,971 $522K 0.02% -636 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 4,416 shares; 2025Q2: 4,255 shares; 2025Q3: 5,216 shares; 2025Q4: 4,562 shares; 2026Q1: 4,505 shares; 2026Q2: 4,437 shares 4,437 $520K 0.02% -68 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,076 shares; 2025Q2: 1,235 shares; 2025Q3: 1,221 shares; 2025Q4: 1,247 shares; 2026Q1: 1,107 shares; 2026Q2: 1,145 shares 1,145 $519K 0.01% +38 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,942 shares; 2025Q2: 2,780 shares; 2025Q3: 2,951 shares; 2025Q4: 3,259 shares; 2026Q1: 3,273 shares; 2026Q2: 3,232 shares 3,232 $517K 0.01% -41 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; 2024Q3: restricted; 2024Q4: 43,724 shares; 2025Q1: 3,624 shares; 2025Q2: 3,691 shares; 2025Q3: 8,360 shares; 2025Q4: 5,100 shares; 2026Q1: 4,101 shares; 2026Q2: 4,712 shares 4,712 $509K 0.01% +611 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,629 shares; 2025Q1: 2,369 shares; 2025Q2: 2,331 shares; 2025Q3: 2,582 shares; 2025Q4: 2,897 shares; 2026Q1: 3,093 shares; 2026Q2: 3,698 shares 3,698 $507K 0.01% +605 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,943 shares; 2025Q1: 5,814 shares; 2025Q2: 5,847 shares; 2025Q3: 5,886 shares; 2025Q4: 3,572 shares; 2026Q1: 3,553 shares; 2026Q2: 2,261 shares 2,261 $507K 0.01% -1,292 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,608 shares; 2025Q3: 2,629 shares; 2025Q4: 3,968 shares; 2026Q1: 4,204 shares; 2026Q2: 4,350 shares 4,350 $500K 0.01% +146 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 152,021 shares; 2025Q1: 17,294 shares; 2025Q2: 16,619 shares; 2025Q3: 15,499 shares; 2025Q4: 15,644 shares; 2026Q1: 15,514 shares; 2026Q2: 14,178 shares 14,178 $500K 0.01% -1,336 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; 2024Q3: restricted; 2024Q4: 2,611 shares; 2025Q1: 2,876 shares; 2025Q2: 2,864 shares; 2025Q3: 2,476 shares; 2025Q4: 2,566 shares; 2026Q1: 2,562 shares; 2026Q2: 2,258 shares 2,258 $499K 0.01% -304 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 3,584 shares; 2026Q1: 3,372 shares; 2026Q2: 3,388 shares 3,388 $497K 0.01% +16 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,341 shares; 2025Q2: 1,654 shares; 2025Q3: 1,707 shares; 2025Q4: 1,982 shares; 2026Q1: 1,905 shares; 2026Q2: 2,217 shares 2,217 $496K 0.01% +312 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,634 shares; 2025Q1: 1,507 shares; 2025Q2: 2,007 shares; 2025Q3: 2,422 shares; 2025Q4: 2,459 shares; 2026Q1: 2,736 shares; 2026Q2: 2,745 shares 2,745 $493K 0.01% +9 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 362 shares; 2025Q2: 385 shares; 2025Q3: 427 shares; 2025Q4: 411 shares; 2026Q1: 450 shares; 2026Q2: 473 shares 473 $493K 0.01% +23 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,846 shares; 2025Q1: 4,422 shares; 2025Q2: 4,323 shares; 2025Q3: 5,753 shares; 2025Q4: 5,248 shares; 2026Q1: 4,673 shares; 2026Q2: 6,886 shares 6,886 $493K 0.01% +2,213 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,998 shares; 2025Q1: 2,038 shares; 2025Q2: 2,185 shares; 2025Q3: 2,093 shares; 2025Q4: 2,343 shares; 2026Q1: 1,912 shares; 2026Q2: 2,891 shares 2,891 $492K 0.01% +979 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 218 shares; 2026Q1: 1,397 shares; 2026Q2: 1,880 shares 1,880 $489K 0.01% +483 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 571 shares; 2025Q2: 585 shares; 2025Q3: 601 shares; 2025Q4: 606 shares; 2026Q1: 409 shares; 2026Q2: 431 shares 431 $489K 0.01% +22 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 8,695 shares; 2025Q2: 8,860 shares; 2025Q3: 9,079 shares; 2025Q4: 9,674 shares; 2026Q1: 9,465 shares; 2026Q2: 11,407 shares 11,407 $487K 0.01% +1,942 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,628 shares; 2025Q2: 1,803 shares; 2025Q3: 1,869 shares; 2025Q4: 2,099 shares; 2026Q1: 2,077 shares; 2026Q2: 2,013 shares 2,013 $487K 0.01% -64 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; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 5,944 shares; 2025Q2: 6,642 shares; 2025Q3: 6,613 shares; 2025Q4: 6,937 shares; 2026Q1: 6,843 shares; 2026Q2: 6,930 shares 6,930 $486K 0.01% +87 Timeline XLV 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; 2024Q3: restricted; 2024Q4: 22,522 shares; 2025Q1: 18,747 shares; 2025Q2: 9,777 shares; 2025Q3: 3,158 shares; 2025Q4: 3,322 shares; 2026Q1: 3,311 shares; 2026Q2: 3,023 shares 3,023 $480K 0.01% -288 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; 2024Q3: restricted; 2024Q4: 3,774 shares; 2025Q1: 4,166 shares; 2025Q2: 4,119 shares; 2025Q3: 4,123 shares; 2025Q4: 4,330 shares; 2026Q1: 4,847 shares; 2026Q2: 3,897 shares 3,897 $480K 0.01% -950 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 800 shares; 2025Q3: 1,066 shares; 2025Q4: 1,080 shares; 2026Q1: 995 shares; 2026Q2: 1,000 shares 1,000 $478K 0.01% +5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 891 shares; 2025Q3: 939 shares; 2025Q4: 1,094 shares; 2026Q1: 1,083 shares; 2026Q2: 1,328 shares 1,328 $477K 0.01% +245 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 2,548 shares; 2025Q3: 3,202 shares; 2025Q4: 4,543 shares; 2026Q1: 6,232 shares; 2026Q2: 4,063 shares 4,063 $474K 0.01% -2,169 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 290 shares; 2025Q3: 291 shares; 2025Q4: 309 shares; 2026Q1: 312 shares; 2026Q2: 343 shares 343 $474K 0.01% +31 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,037 shares; 2025Q2: 7,911 shares; 2025Q3: 7,911 shares; 2025Q4: 7,178 shares; 2026Q1: 6,760 shares; 2026Q2: 6,734 shares 6,734 $468K 0.01% -26 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,327 shares; 2025Q1: 6,376 shares; 2025Q2: 6,372 shares; 2025Q3: 6,395 shares; 2025Q4: 7,079 shares; 2026Q1: 6,252 shares; 2026Q2: 6,246 shares 6,246 $465K 0.01% -6 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,767 shares; 2025Q1: 8,122 shares; 2025Q2: 7,912 shares; 2025Q3: 7,920 shares; 2025Q4: 8,458 shares; 2026Q1: 2,258 shares; 2026Q2: 2,236 shares 2,236 $461K 0.01% -22 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 51,095 shares; 2025Q2: 53,475 shares; 2025Q3: 35,530 shares; 2025Q4: 14,127 shares; 2026Q1: 9,459 shares; 2026Q2: 9,192 shares 9,192 $458K 0.01% -267 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,176 shares; 2025Q1: 758 shares; 2025Q2: 1,549 shares; 2025Q3: 1,567 shares; 2025Q4: 1,763 shares; 2026Q1: 1,780 shares; 2026Q2: 2,340 shares 2,340 $452K 0.01% +560 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,855 shares; 2025Q1: 2,316 shares; 2025Q2: 4,189 shares; 2025Q3: 3,952 shares; 2025Q4: 4,037 shares; 2026Q1: 3,978 shares; 2026Q2: 3,825 shares 3,825 $452K 0.01% -153 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,302 shares; 2025Q1: 4,185 shares; 2025Q2: 2,958 shares; 2025Q3: 1,891 shares; 2025Q4: 4,155 shares; 2026Q1: 4,413 shares; 2026Q2: 6,271 shares 6,271 $451K 0.01% +1,858 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,530 shares; 2025Q2: 1,535 shares; 2025Q3: 1,757 shares; 2025Q4: 1,861 shares; 2026Q1: 1,540 shares; 2026Q2: 2,297 shares 2,297 $448K 0.01% +757 Timeline