VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809,293 shares; 2024Q4: 813,178 shares; 2025Q1: 798,239 shares; 2025Q2: 801,321 shares; 2025Q3: 827,713 shares; 2025Q4: 887,525 shares; 2026Q1: 908,858 shares 908,858 $543M 10.07% +21,333 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,823,013 shares; 2024Q4: 3,831,457 shares; 2025Q1: 3,883,147 shares; 2025Q2: 4,276,978 shares; 2025Q3: 4,481,475 shares; 2025Q4: 5,240,708 shares; 2026Q1: 5,535,204 shares 5,535,204 $416M 7.71% +294,496 Timeline INTL- ACADIAN - COM INTL- ACADIAN - COM More: the full row for INTL- ACADIAN - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,789,094 shares; 2024Q4: 13,404,642 shares; 2025Q1: 13,404,642 shares; 2025Q2: 14,570,857 shares; 2025Q3: 15,673,780 shares; 2025Q4: 17,065,990 shares; 2026Q1: 17,241,598 shares 17,241,598 $286M 5.31% +175,608 COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,264 shares; 2024Q4: 146,248 shares; 2025Q1: 146,254 shares; 2025Q2: 1,462,487 shares; 2025Q3: 1,462,267 shares; 2025Q4: 1,462,380 shares; 2026Q1: 1,463,682 shares 1,463,682 $281M 5.21% +1,302 Timeline INTL - LAZARD - COM INTL - LAZARD - COM More: the full row for INTL - LAZARD - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,884,295 shares; 2024Q4: 11,714,429 shares; 2025Q1: 11,965,511 shares; 2025Q2: 12,846,930 shares; 2025Q3: 13,912,731 shares; 2025Q4: 14,054,639 shares; 2026Q1: 14,054,639 shares 14,054,639 $207M 3.83% 0 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,036 shares; 2024Q4: 654,345 shares; 2025Q1: 647,167 shares; 2025Q2: 645,781 shares; 2025Q3: 658,931 shares; 2025Q4: 679,439 shares; 2026Q1: 698,440 shares 698,440 $177M 3.29% +19,001 Timeline DTC US ACTIVE EQUITY - WEST… DTC US ACTIVE EQUITY - WESTFIELD … More: the full row for DTC US ACTIVE EQUITY - WESTFIELD COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,412,521 shares; 2025Q1: 11,625,665 shares; 2025Q2: 11,625,665 shares; 2025Q3: 11,820,796 shares; 2025Q4: 11,820,796 shares; 2026Q1: 12,541,755 shares 12,541,755 $163M 3.03% +720,959 INTL - VONTOBEL - COM INTL - VONTOBEL - COM More: the full row for INTL - VONTOBEL - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,324,596 shares; 2024Q4: 6,324,596 shares; 2025Q1: 6,324,596 shares; 2025Q2: 6,780,319 shares; 2025Q3: 7,925,902 shares; 2025Q4: 8,821,057 shares; 2026Q1: 8,821,057 shares 8,821,057 $149M 2.76% 0 INTL - CAUSEWAY - COM INTL - CAUSEWAY - COM More: the full row for INTL - CAUSEWAY - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798,463 shares; 2024Q4: 11,466,296 shares; 2025Q1: 11,801,241 shares; 2025Q2: 12,741,193 shares; 2025Q3: 13,314,825 shares; 2025Q4: 13,314,825 shares; 2026Q1: 9,504,641 shares 9,504,641 $140M 2.6% -3,810,184 SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,666 shares; 2024Q4: 191,480 shares; 2025Q1: 191,439 shares; 2025Q2: 188,944 shares; 2025Q3: 187,197 shares; 2025Q4: 183,079 shares; 2026Q1: 182,289 shares 182,289 $119M 2.2% -790 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,263 shares; 2024Q4: 659,442 shares; 2025Q1: 649,591 shares; 2025Q2: 644,925 shares; 2025Q3: 684,787 shares; 2025Q4: 671,918 shares; 2026Q1: 671,438 shares 671,438 $117M 2.17% -480 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,962 shares; 2024Q4: 433,547 shares; 2025Q1: 433,263 shares; 2025Q2: 466,235 shares; 2025Q3: 481,340 shares; 2025Q4: 503,116 shares; 2026Q1: 506,078 shares 506,078 $104M 1.93% +2,962 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,885 shares; 2024Q4: 754,986 shares; 2025Q1: 796,479 shares; 2025Q2: 846,762 shares; 2025Q3: 896,654 shares; 2025Q4: 1,013,570 shares; 2026Q1: 1,015,521 shares 1,015,521 $91.9M 1.71% +1,951 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,466 shares; 2024Q4: 221,844 shares; 2025Q1: 223,168 shares; 2025Q2: 215,756 shares; 2025Q3: 232,325 shares; 2025Q4: 233,030 shares; 2026Q1: 234,093 shares 234,093 $86.7M 1.61% +1,063 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,185 shares; 2024Q4: 299,135 shares; 2025Q1: 305,027 shares; 2025Q2: 269,333 shares; 2025Q3: 291,239 shares; 2025Q4: 286,156 shares; 2026Q1: 286,565 shares 286,565 $82.4M 1.53% +409 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,804 shares; 2024Q4: 252,024 shares; 2025Q1: 258,751 shares; 2025Q2: 257,079 shares; 2025Q3: 252,912 shares; 2025Q4: 244,144 shares; 2026Q1: 275,698 shares 275,698 $57.4M 1.07% +31,554 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,005 shares; 2024Q4: 124,410 shares; 2025Q1: 126,194 shares; 2025Q2: 128,558 shares; 2025Q3: 109,898 shares; 2025Q4: 145,901 shares; 2026Q1: 162,183 shares 162,183 $52M 0.97% +16,282 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,695 shares; 2024Q4: 182,266 shares; 2025Q1: 151,002 shares; 2025Q2: 149,756 shares; 2025Q3: 148,720 shares; 2025Q4: 151,963 shares; 2026Q1: 153,535 shares 153,535 $47.5M 0.88% +1,572 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,864 shares; 2024Q4: 549,114 shares; 2025Q1: 580,977 shares; 2025Q2: 575,671 shares; 2025Q3: 578,144 shares; 2025Q4: 623,554 shares; 2026Q1: 581,413 shares 581,413 $44.2M 0.82% -42,141 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,494 shares; 2024Q4: 75,464 shares; 2025Q1: 82,410 shares; 2025Q2: 79,386 shares; 2025Q3: 80,723 shares; 2025Q4: 84,059 shares; 2026Q1: 73,423 shares 73,423 $42M 0.78% -10,636 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,623 shares; 2024Q4: 552,968 shares; 2025Q1: 553,002 shares; 2025Q2: 627,554 shares; 2025Q3: 554,327 shares; 2025Q4: 560,290 shares; 2026Q1: 550,987 shares 550,987 $37.2M 0.69% -9,303 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,843 shares; 2024Q4: 160,982 shares; 2025Q1: 162,025 shares; 2025Q2: 166,517 shares; 2025Q3: 163,997 shares; 2025Q4: 167,963 shares; 2026Q1: 168,309 shares 168,309 $36.2M 0.67% +346 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,434 shares; 2024Q4: 59,134 shares; 2025Q1: 59,134 shares; 2025Q2: 366,909 shares; 2025Q3: 379,800 shares; 2025Q4: 294,280 shares; 2026Q1: 351,555 shares 351,555 $35.4M 0.66% +57,275 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,498 shares; 2024Q4: 116,457 shares; 2025Q1: 121,091 shares; 2025Q2: 92,971 shares; 2025Q3: 105,307 shares; 2025Q4: 112,465 shares; 2026Q1: 122,824 shares 122,824 $35.2M 0.65% +10,359 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,868 shares; 2024Q4: 58,077 shares; 2025Q1: 64,893 shares; 2025Q2: 60,140 shares; 2025Q3: 65,896 shares; 2025Q4: 66,956 shares; 2026Q1: 67,742 shares 67,742 $32.5M 0.6% +786 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,323 shares; 2024Q4: 74,631 shares; 2025Q1: 75,631 shares; 2025Q2: 68,132 shares; 2025Q3: 99,212 shares; 2025Q4: 100,436 shares; 2026Q1: 100,511 shares 100,511 $29.6M 0.55% +75 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,651 shares; 2024Q4: 43,928 shares; 2025Q1: 45,831 shares; 2025Q2: 48,286 shares; 2025Q3: 42,201 shares; 2025Q4: 46,269 shares; 2026Q1: 43,023 shares 43,023 $28.1M 0.52% -3,246 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,840 shares; 2024Q4: 89,528 shares; 2025Q1: 108,212 shares; 2025Q2: 108,148 shares; 2025Q3: 114,670 shares; 2025Q4: 113,993 shares; 2026Q1: 109,696 shares 109,696 $26.8M 0.5% -4,297 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 14,660 shares; 2025Q1: 16,615 shares; 2025Q2: 16,834 shares; 2025Q3: 19,592 shares; 2025Q4: 23,635 shares; 2026Q1: 27,197 shares 27,197 $25M 0.46% +3,562 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,112 shares; 2024Q4: 51,747 shares; 2025Q1: 63,747 shares; 2025Q2: 62,234 shares; 2025Q3: 70,399 shares; 2025Q4: 93,260 shares; 2026Q1: 82,009 shares 82,009 $24.8M 0.46% -11,251 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,357 shares; 2024Q4: 174,660 shares; 2025Q1: 179,104 shares; 2025Q2: 176,789 shares; 2025Q3: 182,336 shares; 2025Q4: 235,199 shares; 2026Q1: 240,736 shares 240,736 $23.9M 0.44% +5,537 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,273 shares; 2024Q4: 161,964 shares; 2025Q1: 182,721 shares; 2025Q2: 189,651 shares; 2025Q3: 207,838 shares; 2025Q4: 200,558 shares; 2026Q1: 195,208 shares 195,208 $23.5M 0.44% -5,350 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,332 shares; 2024Q4: 84,077 shares; 2025Q1: 84,070 shares; 2025Q2: 84,088 shares; 2025Q3: 84,106 shares; 2025Q4: 80,212 shares; 2026Q1: 80,229 shares 80,229 $23.1M 0.43% +17 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,772 shares; 2024Q4: 47,450 shares; 2025Q1: 14,031 shares; 2025Q2: 21,888 shares; 2025Q3: 41,127 shares; 2025Q4: 61,489 shares; 2026Q1: 66,897 shares 66,897 $22.6M 0.42% +5,408 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,581 shares; 2024Q4: 92,474 shares; 2025Q1: 111,162 shares; 2025Q2: 109,617 shares; 2025Q3: 113,196 shares; 2025Q4: 116,576 shares; 2026Q1: 132,744 shares 132,744 $22.5M 0.42% +16,168 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,428 shares; 2024Q4: 53,380 shares; 2025Q1: 51,896 shares; 2025Q2: 53,192 shares; 2025Q3: 50,966 shares; 2025Q4: 55,142 shares; 2026Q1: 52,375 shares 52,375 $19.5M 0.36% -2,767 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,982 shares; 2024Q4: 67,699 shares; 2025Q1: 66,315 shares; 2025Q2: 66,611 shares; 2025Q3: 72,016 shares; 2025Q4: 70,434 shares; 2026Q1: 71,958 shares 71,958 $17.8M 0.33% +1,524 Timeline LSV GLOBAL CONCENTRATED LSV GLOBAL CONCENTRATED More: the full row for LSV GLOBAL CONCENTRATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,272,581 shares; 2024Q4: 19,713,439 shares; 2025Q1: 13,457,027 shares; 2025Q2: 13,576,955 shares; 2025Q3: 14,920,957 shares; 2025Q4: 15,472,295 shares; 2026Q1: 17,583,575 shares 17,583,575 $17.6M 0.33% +2,111,280 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,732 shares; 2024Q4: 55,866 shares; 2025Q1: 57,324 shares; 2025Q2: 55,147 shares; 2025Q3: 57,511 shares; 2025Q4: 59,835 shares; 2026Q1: 53,192 shares 53,192 $17.3M 0.32% -6,643 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 3,938 shares; 2025Q1: 13,378 shares; 2025Q2: 12,346 shares; 2025Q3: 11,734 shares; 2025Q4: 11,966 shares; 2026Q1: 11,590 shares 11,590 $17.1M 0.32% -376 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,048 shares; 2024Q4: 141,725 shares; 2025Q1: 142,415 shares; 2025Q2: 141,661 shares; 2025Q3: 130,090 shares; 2025Q4: 65,575 shares; 2026Q1: 115,813 shares 115,813 $16.7M 0.31% +50,238 Timeline IPMLF IMPERIAL METALS CORP -NEW More: the full row for IMPERIAL METALS CORP -NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945,460 shares; 2024Q4: 2,945,460 shares; 2025Q1: 2,945,460 shares; 2025Q2: 2,945,460 shares; 2025Q3: 2,945,460 shares; 2025Q4: 2,945,460 shares; 2026Q1: 2,945,460 shares 2,945,460 $16.4M 0.3% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 10,189 shares; 2025Q1: 10,173 shares; 2025Q2: 14,229 shares; 2025Q3: 16,326 shares; 2025Q4: 16,776 shares; 2026Q1: 18,354 shares 18,354 $15.5M 0.29% +1,578 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,966 shares; 2024Q4: 41,870 shares; 2025Q1: 47,224 shares; 2025Q2: 46,185 shares; 2025Q3: 57,076 shares; 2025Q4: 61,691 shares; 2026Q1: 70,121 shares 70,121 $15.3M 0.28% +8,430 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 9,986 shares; 2025Q1: 9,317 shares; 2025Q2: 10,512 shares; 2025Q3: 10,891 shares; 2025Q4: 15,183 shares; 2026Q1: 15,255 shares 15,255 $15.2M 0.28% +72 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,587 shares; 2024Q4: 49,745 shares; 2025Q1: 47,939 shares; 2025Q2: 46,306 shares; 2025Q3: 45,018 shares; 2025Q4: 47,500 shares; 2026Q1: 52,833 shares 52,833 $14.3M 0.27% +5,333 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,899 shares; 2024Q4: 131,505 shares; 2025Q1: 130,783 shares; 2025Q2: 134,760 shares; 2025Q3: 146,683 shares; 2025Q4: 148,792 shares; 2026Q1: 145,992 shares 145,992 $14.2M 0.26% -2,800 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,732 shares; 2024Q4: 38,668 shares; 2025Q1: 39,791 shares; 2025Q2: 33,719 shares; 2025Q3: 44,006 shares; 2025Q4: 47,091 shares; 2026Q1: 67,811 shares 67,811 $14M 0.26% +20,720 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,895 shares; 2024Q4: 69,946 shares; 2025Q1: 90,449 shares; 2025Q2: 88,387 shares; 2025Q3: 77,118 shares; 2025Q4: 77,406 shares; 2026Q1: 89,115 shares 89,115 $13.8M 0.26% +11,709 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,138 shares; 2024Q4: 162,865 shares; 2025Q1: 170,788 shares; 2025Q2: 172,540 shares; 2025Q3: 172,766 shares; 2025Q4: 174,903 shares; 2026Q1: 177,419 shares 177,419 $13.7M 0.25% +2,516 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,499 shares; 2024Q4: 47,387 shares; 2025Q1: 79,642 shares; 2025Q2: 79,553 shares; 2025Q3: 79,512 shares; 2025Q4: 82,590 shares; 2026Q1: 82,567 shares 82,567 $13.4M 0.25% -23 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,449 shares; 2024Q4: 122,031 shares; 2025Q1: 121,968 shares; 2025Q2: 121,932 shares; 2025Q3: 94,372 shares; 2025Q4: 99,593 shares; 2026Q1: 107,178 shares 107,178 $13.3M 0.25% +7,585 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,072 shares; 2024Q4: 210,281 shares; 2025Q1: 265,301 shares; 2025Q2: 264,554 shares; 2025Q3: 280,775 shares; 2025Q4: 310,879 shares; 2026Q1: 265,009 shares 265,009 $12.9M 0.24% -45,870 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,258 shares; 2024Q4: 51,846 shares; 2025Q1: 44,927 shares; 2025Q2: 42,914 shares; 2025Q3: 42,250 shares; 2025Q4: 37,236 shares; 2026Q1: 41,956 shares 41,956 $12.7M 0.24% +4,720 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 27,714 shares; 2025Q1: 26,810 shares; 2025Q2: 39,031 shares; 2025Q3: 35,753 shares; 2025Q4: 30,418 shares; 2026Q1: 36,592 shares 36,592 $12.5M 0.23% +6,174 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,474 shares; 2024Q4: 31,313 shares; 2025Q1: 96,806 shares; 2025Q2: 82,885 shares; 2025Q3: 55,930 shares; 2025Q4: 55,381 shares; 2026Q1: 73,044 shares 73,044 $12.1M 0.22% +17,663 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,729 shares; 2024Q4: 36,855 shares; 2025Q1: 38,635 shares; 2025Q2: 39,210 shares; 2025Q3: 42,681 shares; 2025Q4: 40,349 shares; 2026Q1: 32,615 shares 32,615 $11.5M 0.21% -7,734 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 15,079 shares; 2025Q1: 13,550 shares; 2025Q2: 14,734 shares; 2025Q3: 14,005 shares; 2025Q4: 10,464 shares; 2026Q1: 12,363 shares 12,363 $10.8M 0.2% +1,899 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,559 shares; 2024Q4: 49,020 shares; 2025Q1: 51,164 shares; 2025Q2: 45,222 shares; 2025Q3: 42,796 shares; 2025Q4: 33,236 shares; 2026Q1: 33,469 shares 33,469 $10.5M 0.2% +233 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,361 shares; 2024Q4: 46,605 shares; 2025Q1: 45,698 shares; 2025Q2: 45,918 shares; 2025Q3: 47,966 shares; 2025Q4: 48,360 shares; 2026Q1: 48,374 shares 48,374 $10.3M 0.19% +14 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 78,753 shares; 2025Q1: 63,910 shares; 2025Q2: 72,969 shares; 2025Q3: 96,875 shares; 2025Q4: 111,179 shares; 2026Q1: 111,780 shares 111,780 $9.69M 0.18% +601 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,635 shares; 2024Q4: 6,257 shares; 2025Q1: 7,343 shares; 2025Q2: 10,753 shares; 2025Q3: 10,415 shares; 2025Q4: 72,283 shares; 2026Q1: 99,646 shares 99,646 $9.58M 0.18% +27,363 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,847 shares; 2024Q4: 72,951 shares; 2025Q1: 72,488 shares; 2025Q2: 72,631 shares; 2025Q3: 90,840 shares; 2025Q4: 93,679 shares; 2026Q1: 91,659 shares 91,659 $9.41M 0.17% -2,020 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,371 shares; 2024Q4: 44,392 shares; 2025Q1: 52,723 shares; 2025Q2: 53,005 shares; 2025Q3: 51,205 shares; 2025Q4: 40,642 shares; 2026Q1: 39,558 shares 39,558 $9.35M 0.17% -1,084 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,505 shares; 2024Q4: 23,895 shares; 2025Q1: 20,122 shares; 2025Q2: 20,560 shares; 2025Q3: 25,442 shares; 2025Q4: 54,594 shares; 2026Q1: 57,537 shares 57,537 $9.19M 0.17% +2,943 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,911 shares; 2024Q4: 24,703 shares; 2025Q1: 23,927 shares; 2025Q2: 22,595 shares; 2025Q3: 21,930 shares; 2025Q4: 22,062 shares; 2026Q1: 21,491 shares 21,491 $9.16M 0.17% -571 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,714 shares; 2024Q4: 31,140 shares; 2025Q1: 40,935 shares; 2025Q2: 40,964 shares; 2025Q3: 46,429 shares; 2025Q4: 46,335 shares; 2026Q1: 47,075 shares 47,075 $9.08M 0.17% +740 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,235 shares; 2024Q4: 83,360 shares; 2025Q1: 79,696 shares; 2025Q2: 85,111 shares; 2025Q3: 96,003 shares; 2025Q4: 93,116 shares; 2026Q1: 102,581 shares 102,581 $8.74M 0.16% +9,465 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,446 shares; 2024Q4: 93,660 shares; 2025Q1: 96,624 shares; 2025Q2: 84,530 shares; 2025Q3: 74,633 shares; 2025Q4: 92,365 shares; 2026Q1: 95,615 shares 95,615 $8.7M 0.16% +3,250 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,924 shares; 2024Q4: 45,038 shares; 2025Q1: 46,548 shares; 2025Q2: 45,418 shares; 2025Q3: 45,681 shares; 2025Q4: 42,251 shares; 2026Q1: 37,161 shares 37,161 $8.5M 0.16% -5,090 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,047 shares; 2025Q1: 4,077 shares; 2025Q2: 3,089 shares; 2025Q3: 3,429 shares; 2025Q4: 3,283 shares; 2026Q1: 2,515 shares 2,515 $8.5M 0.16% -768 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,280 shares; 2024Q4: 34,656 shares; 2025Q1: 29,298 shares; 2025Q2: 29,443 shares; 2025Q3: 48,243 shares; 2025Q4: 50,872 shares; 2026Q1: 50,992 shares 50,992 $8.39M 0.16% +120 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,960 shares; 2024Q4: 27,689 shares; 2025Q1: 26,607 shares; 2025Q2: 26,396 shares; 2025Q3: 32,021 shares; 2025Q4: 32,323 shares; 2026Q1: 29,430 shares 29,430 $8.35M 0.15% -2,893 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; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,922 shares; 2025Q1: 1,788 shares; 2025Q2: 27,092 shares; 2025Q3: 42,579 shares; 2025Q4: 48,876 shares; 2026Q1: 48,817 shares 48,817 $8.33M 0.15% -59 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,627 shares; 2025Q1: 10,542 shares; 2025Q2: 7,694 shares; 2025Q3: 7,830 shares; 2025Q4: 10,234 shares; 2026Q1: 11,739 shares 11,739 $8.32M 0.15% +1,505 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 14,816 shares; 2025Q1: 21,176 shares; 2025Q2: 24,819 shares; 2025Q3: 27,779 shares; 2025Q4: 31,678 shares; 2026Q1: 32,984 shares 32,984 $8.24M 0.15% +1,306 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,935 shares; 2024Q4: 49,356 shares; 2025Q1: 36,761 shares; 2025Q2: 31,884 shares; 2025Q3: 15,480 shares; 2025Q4: 16,885 shares; 2026Q1: 17,087 shares 17,087 $8.09M 0.15% +202 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,678 shares; 2024Q4: 179,136 shares; 2025Q1: 172,913 shares; 2025Q2: 171,445 shares; 2025Q3: 167,444 shares; 2025Q4: 166,939 shares; 2026Q1: 167,815 shares 167,815 $7.71M 0.14% +876 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,340 shares; 2024Q4: 47,804 shares; 2025Q1: 46,034 shares; 2025Q2: 40,737 shares; 2025Q3: 30,416 shares; 2025Q4: 25,235 shares; 2026Q1: 23,436 shares 23,436 $7.71M 0.14% -1,799 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,282 shares; 2024Q4: 60,192 shares; 2025Q1: 63,078 shares; 2025Q2: 64,431 shares; 2025Q3: 62,424 shares; 2025Q4: 49,635 shares; 2026Q1: 59,307 shares 59,307 $7.64M 0.14% +9,672 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,741 shares; 2025Q1: 23,354 shares; 2025Q2: 23,750 shares; 2025Q3: 31,922 shares; 2025Q4: 34,912 shares; 2026Q1: 35,630 shares 35,630 $7.61M 0.14% +718 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,983 shares; 2024Q4: 11,844 shares; 2025Q1: 12,402 shares; 2025Q2: 11,765 shares; 2025Q3: 11,614 shares; 2025Q4: 11,538 shares; 2026Q1: 30,404 shares 30,404 $7.38M 0.14% +18,866 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,278 shares; 2024Q4: 21,816 shares; 2025Q1: 22,571 shares; 2025Q2: 22,175 shares; 2025Q3: 29,490 shares; 2025Q4: 31,060 shares; 2026Q1: 37,532 shares 37,532 $7.2M 0.13% +6,472 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 25,616 shares; 2025Q1: 53,163 shares; 2025Q2: 40,241 shares; 2025Q3: 32,005 shares; 2025Q4: 40,410 shares; 2026Q1: 79,358 shares 79,358 $7.2M 0.13% +38,948 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,501 shares; 2024Q4: 91,162 shares; 2025Q1: 86,409 shares; 2025Q2: 84,697 shares; 2025Q3: 80,380 shares; 2025Q4: 78,427 shares; 2026Q1: 73,473 shares 73,473 $7.14M 0.13% -4,954 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 4,837 shares; 2025Q1: 5,100 shares; 2025Q2: 8,222 shares; 2025Q3: 21,078 shares; 2025Q4: 23,029 shares; 2026Q1: 21,138 shares 21,138 $7.14M 0.13% -1,891 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,703 shares; 2024Q4: 130,747 shares; 2025Q1: 152,699 shares; 2025Q2: 203,944 shares; 2025Q3: 203,703 shares; 2025Q4: 207,388 shares; 2026Q1: 193,111 shares 193,111 $6.99M 0.13% -14,277 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,334 shares; 2024Q4: 46,155 shares; 2025Q1: 55,658 shares; 2025Q2: 64,763 shares; 2025Q3: 101,051 shares; 2025Q4: 126,336 shares; 2026Q1: 112,827 shares 112,827 $6.84M 0.13% -13,509 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,070 shares; 2025Q1: 5,511 shares; 2025Q2: 5,485 shares; 2025Q3: 5,277 shares; 2025Q4: 5,409 shares; 2026Q1: 4,942 shares 4,942 $6.81M 0.13% -467 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,402 shares; 2024Q4: 69,663 shares; 2025Q1: 77,039 shares; 2025Q2: 181,139 shares; 2025Q3: 84,335 shares; 2025Q4: 87,973 shares; 2026Q1: 105,183 shares 105,183 $6.74M 0.13% +17,210 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,433 shares; 2024Q4: 40,530 shares; 2025Q1: 46,141 shares; 2025Q2: 46,269 shares; 2025Q3: 54,982 shares; 2025Q4: 59,804 shares; 2026Q1: 62,323 shares 62,323 $6.66M 0.12% +2,519 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,555 shares; 2024Q4: 25,669 shares; 2025Q1: 24,730 shares; 2025Q2: 24,206 shares; 2025Q3: 23,076 shares; 2025Q4: 23,002 shares; 2026Q1: 38,323 shares 38,323 $6.65M 0.12% +15,321 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,222 shares; 2024Q4: 46,292 shares; 2025Q1: 54,533 shares; 2025Q2: 54,711 shares; 2025Q3: 60,409 shares; 2025Q4: 61,557 shares; 2026Q1: 64,841 shares 64,841 $6.64M 0.12% +3,284 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 17,927 shares; 2025Q3: 25,320 shares; 2025Q4: 18,252 shares; 2026Q1: 18,302 shares 18,302 $6.53M 0.12% +50 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,559 shares; 2024Q4: 20,865 shares; 2025Q1: 22,891 shares; 2025Q2: 25,991 shares; 2025Q3: 43,650 shares; 2025Q4: 43,051 shares; 2026Q1: 44,263 shares 44,263 $6.47M 0.12% +1,212 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,652 shares; 2025Q2: 22,297 shares; 2025Q3: 24,355 shares; 2025Q4: 26,385 shares; 2026Q1: 28,066 shares 28,066 $6.47M 0.12% +1,681 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,353 shares; 2025Q1: 1,358 shares; 2025Q2: 1,342 shares; 2025Q3: 1,364 shares; 2025Q4: 1,512 shares; 2026Q1: 1,536 shares 1,536 $6.47M 0.12% +24 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,606 shares; 2024Q4: 60,339 shares; 2025Q1: 60,836 shares; 2025Q2: 57,546 shares; 2025Q3: 63,660 shares; 2025Q4: 69,260 shares; 2026Q1: 98,714 shares 98,714 $6.44M 0.12% +29,454 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 17,722 shares; 2025Q1: 20,652 shares; 2025Q2: 21,707 shares; 2025Q3: 21,167 shares; 2025Q4: 21,375 shares; 2026Q1: 26,538 shares 26,538 $6.43M 0.12% +5,163 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,585 shares; 2025Q1: 7,536 shares; 2025Q2: 8,929 shares; 2025Q3: 9,902 shares; 2025Q4: 14,125 shares; 2026Q1: 14,420 shares 14,420 $6.41M 0.12% +295 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,505 shares; 2024Q4: 104,818 shares; 2025Q1: 106,802 shares; 2025Q2: 111,776 shares; 2025Q3: 132,931 shares; 2025Q4: 153,067 shares; 2026Q1: 226,198 shares 226,198 $6.35M 0.12% +73,131 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,195 shares; 2024Q4: 42,385 shares; 2025Q1: 43,970 shares; 2025Q2: 43,318 shares; 2025Q3: 48,977 shares; 2025Q4: 96,394 shares; 2026Q1: 81,669 shares 81,669 $6.15M 0.11% -14,725 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,628 shares; 2025Q2: 1,536 shares; 2025Q3: 42,238 shares; 2025Q4: 42,509 shares; 2026Q1: 54,644 shares 54,644 $6.09M 0.11% +12,135 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 1,455 shares; 2025Q1: 1,564 shares; 2025Q2: 1,821 shares; 2025Q3: 1,327 shares; 2025Q4: 5,062 shares; 2026Q1: 4,552 shares 4,552 $6.01M 0.11% -510 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,885 shares; 2024Q4: 77,253 shares; 2025Q1: 104,965 shares; 2025Q2: 104,438 shares; 2025Q3: 98,373 shares; 2025Q4: 84,366 shares; 2026Q1: 75,824 shares 75,824 $5.88M 0.11% -8,542 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,335 shares; 2024Q4: 34,468 shares; 2025Q1: 34,587 shares; 2025Q2: 26,779 shares; 2025Q3: 22,089 shares; 2025Q4: 35,285 shares; 2026Q1: 73,685 shares 73,685 $5.87M 0.11% +38,400 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,306 shares; 2025Q1: 5,707 shares; 2025Q2: 5,724 shares; 2025Q3: 4,420 shares; 2025Q4: 3,800 shares; 2026Q1: 11,709 shares 11,709 $5.8M 0.11% +7,909 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 33,867 shares; 2025Q1: 28,892 shares; 2025Q2: 28,892 shares; 2025Q3: 28,892 shares; 2025Q4: 28,892 shares; 2026Q1: 24,547 shares 24,547 $5.8M 0.11% -4,345 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 28,501 shares; 2025Q1: 23,421 shares; 2025Q2: 22,002 shares; 2025Q3: 25,698 shares; 2025Q4: 21,950 shares; 2026Q1: 11,516 shares 11,516 $5.75M 0.11% -10,434 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,262 shares; 2024Q4: 223,567 shares; 2025Q1: 246,671 shares; 2025Q2: 251,700 shares; 2025Q3: 243,674 shares; 2025Q4: 272,399 shares; 2026Q1: 197,940 shares 197,940 $5.68M 0.11% -74,459 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,436 shares; 2024Q4: 34,455 shares; 2025Q1: 34,838 shares; 2025Q2: 34,807 shares; 2025Q3: 43,229 shares; 2025Q4: 46,870 shares; 2026Q1: 40,486 shares 40,486 $5.64M 0.1% -6,384 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 22,576 shares; 2025Q1: 26,755 shares; 2025Q2: 36,209 shares; 2025Q3: 34,151 shares; 2025Q4: 35,926 shares; 2026Q1: 19,087 shares 19,087 $5.59M 0.1% -16,839 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 36,311 shares; 2025Q1: 27,110 shares; 2025Q2: 27,398 shares; 2025Q3: 34,779 shares; 2025Q4: 38,035 shares; 2026Q1: 37,802 shares 37,802 $5.56M 0.1% -233 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 9,916 shares; 2025Q1: 11,531 shares; 2025Q2: 11,486 shares; 2025Q3: 7,295 shares; 2025Q4: 8,132 shares; 2026Q1: 10,314 shares 10,314 $5.55M 0.1% +2,182 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,581 shares; 2024Q4: 14,604 shares; 2025Q1: 14,767 shares; 2025Q2: 8,546 shares; 2025Q3: 12,445 shares; 2025Q4: 19,704 shares; 2026Q1: 16,832 shares 16,832 $5.53M 0.1% -2,872 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,045 shares; 2025Q1: 17,719 shares; 2025Q2: 18,698 shares; 2025Q3: 26,558 shares; 2025Q4: 24,874 shares; 2026Q1: 25,857 shares 25,857 $5.46M 0.1% +983 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 6,912 shares; 2025Q1: 7,276 shares; 2025Q2: 7,184 shares; 2025Q3: 10,242 shares; 2025Q4: 9,068 shares; 2026Q1: 12,321 shares 12,321 $5.33M 0.1% +3,253 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 10,009 shares; 2025Q2: 12,117 shares; 2025Q3: 42,580 shares; 2025Q4: 44,584 shares; 2026Q1: 47,048 shares 47,048 $5.32M 0.1% +2,464 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares; 2025Q4: not reported; 2026Q1: 68,574 shares 68,574 $5.18M 0.1% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,802 shares; 2024Q4: 32,454 shares; 2025Q1: 37,440 shares; 2025Q2: 36,283 shares; 2025Q3: 31,965 shares; 2025Q4: 45,231 shares; 2026Q1: 55,511 shares 55,511 $5.16M 0.1% +10,280 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 36,467 shares; 2025Q1: 37,858 shares; 2025Q2: 42,919 shares; 2025Q3: 34,515 shares; 2025Q4: 34,592 shares; 2026Q1: 37,007 shares 37,007 $5.12M 0.09% +2,415 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 10,558 shares; 2025Q1: 12,492 shares; 2025Q2: 10,418 shares; 2025Q3: 9,189 shares; 2025Q4: 9,852 shares; 2026Q1: 11,906 shares 11,906 $5.06M 0.09% +2,054 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 7,015 shares; 2025Q1: 6,080 shares; 2025Q2: 5,540 shares; 2025Q3: 5,603 shares; 2025Q4: 5,935 shares; 2026Q1: 5,827 shares 5,827 $5.04M 0.09% -108 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,033 shares; 2025Q3: 16,444 shares; 2025Q4: 32,809 shares; 2026Q1: 51,592 shares 51,592 $5.02M 0.09% +18,783 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 23,463 shares; 2025Q1: 5,294 shares; 2025Q2: not reported; 2025Q3: 17,057 shares; 2025Q4: 22,473 shares; 2026Q1: 20,407 shares 20,407 $5M 0.09% -2,066 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 12,784 shares; 2025Q1: 9,606 shares; 2025Q2: 9,219 shares; 2025Q3: 9,696 shares; 2025Q4: 10,095 shares; 2026Q1: 10,059 shares 10,059 $4.94M 0.09% -36 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,231 shares; 2024Q4: 89,601 shares; 2025Q1: 83,785 shares; 2025Q2: 83,695 shares; 2025Q3: 76,095 shares; 2025Q4: 75,302 shares; 2026Q1: 43,476 shares 43,476 $4.93M 0.09% -31,826 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,236 shares; 2024Q4: 35,261 shares; 2025Q1: 35,219 shares; 2025Q2: 35,245 shares; 2025Q3: 35,398 shares; 2025Q4: 35,413 shares; 2026Q1: 35,412 shares 35,412 $4.9M 0.09% -1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,017 shares; 2025Q1: 1,038 shares; 2025Q2: 720 shares; 2025Q3: 754 shares; 2025Q4: 3,853 shares; 2026Q1: 5,466 shares 5,466 $4.89M 0.09% +1,613 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 9,998 shares; 2025Q3: 29,456 shares; 2025Q4: 87,145 shares; 2026Q1: 88,022 shares 88,022 $4.86M 0.09% +877 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,113 shares; 2025Q4: 21,097 shares; 2026Q1: 102,973 shares 102,973 $4.84M 0.09% +81,876 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 32,688 shares; 2025Q1: 5,203 shares; 2025Q2: 5,370 shares; 2025Q3: 10,318 shares; 2025Q4: 11,366 shares; 2026Q1: 19,177 shares 19,177 $4.81M 0.09% +7,811 Timeline LSV EMERGING MARKETS SMALL LSV EMERGING MARKETS SMALL More: the full row for LSV EMERGING MARKETS SMALL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642,378 shares; 2024Q4: 5,676,800 shares; 2025Q1: 3,595,277 shares; 2025Q2: 4,013,822 shares; 2025Q3: 4,269,717 shares; 2025Q4: 4,415,551 shares; 2026Q1: 4,772,181 shares 4,772,181 $4.77M 0.09% +356,630 PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,144 shares 54,144 $4.66M 0.09% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares; 2025Q4: 110,000 shares; 2026Q1: 110,000 shares 110,000 $4.58M 0.09% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,598 shares; 2024Q4: 13,734 shares; 2025Q1: 7,416 shares; 2025Q2: 22,361 shares; 2025Q3: 22,229 shares; 2025Q4: 22,822 shares; 2026Q1: 22,423 shares 22,423 $4.56M 0.08% -399 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,227 shares; 2024Q4: 170,419 shares; 2025Q1: 192,883 shares; 2025Q2: 173,893 shares; 2025Q3: 182,841 shares; 2025Q4: 197,909 shares; 2026Q1: 154,215 shares 154,215 $4.47M 0.08% -43,694 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 27,635 shares; 2025Q1: 4,249 shares; 2025Q2: 4,205 shares; 2025Q3: 15,161 shares; 2025Q4: 31,750 shares; 2026Q1: 33,737 shares 33,737 $4.46M 0.08% +1,987 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; 2024Q2: restricted; 2024Q3: 69,453 shares; 2024Q4: 69,648 shares; 2025Q1: 66,133 shares; 2025Q2: 45,672 shares; 2025Q3: 49,270 shares; 2025Q4: 61,038 shares; 2026Q1: 44,758 shares 44,758 $4.32M 0.08% -16,280 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,172 shares; 2024Q4: 26,047 shares; 2025Q1: 19,261 shares; 2025Q2: 19,028 shares; 2025Q3: 19,323 shares; 2025Q4: 19,197 shares; 2026Q1: 16,971 shares 16,971 $4.19M 0.08% -2,226 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 43,000 shares 43,000 $4.17M 0.08% -7,000 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 50,208 shares; 2025Q1: 42,199 shares; 2025Q2: 36,829 shares; 2025Q3: 36,819 shares; 2025Q4: 35,487 shares; 2026Q1: 34,698 shares 34,698 $4.12M 0.08% -789 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 916 shares; 2025Q1: 922 shares; 2025Q2: 940 shares; 2025Q3: 5,473 shares; 2025Q4: 6,717 shares; 2026Q1: 7,398 shares 7,398 $4.06M 0.08% +681 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,332 shares; 2024Q4: 23,296 shares; 2025Q1: 16,269 shares; 2025Q2: 16,184 shares; 2025Q3: 13,220 shares; 2025Q4: 22,064 shares; 2026Q1: 27,831 shares 27,831 $4.04M 0.07% +5,767 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 12,396 shares; 2025Q1: 4,868 shares; 2025Q2: 4,238 shares; 2025Q3: 28,088 shares; 2025Q4: 28,821 shares; 2026Q1: 22,121 shares 22,121 $4.03M 0.07% -6,700 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 9,009 shares; 2025Q1: 8,468 shares; 2025Q2: 8,609 shares; 2025Q3: 6,302 shares; 2025Q4: 6,500 shares; 2026Q1: 6,636 shares 6,636 $4.01M 0.07% +136 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,212 shares; 2024Q4: 31,569 shares; 2025Q1: 31,142 shares; 2025Q2: 30,425 shares; 2025Q3: 29,703 shares; 2025Q4: 31,131 shares; 2026Q1: 30,557 shares 30,557 $4M 0.07% -574 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,446 shares; 2024Q4: 1,653 shares; 2025Q1: 1,760 shares; 2025Q2: 2,390 shares; 2025Q3: 2,196 shares; 2025Q4: 13,763 shares; 2026Q1: 18,245 shares 18,245 $3.95M 0.07% +4,482 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,383 shares; 2024Q4: 29,639 shares; 2025Q1: 28,074 shares; 2025Q2: 29,177 shares; 2025Q3: 21,421 shares; 2025Q4: 19,869 shares; 2026Q1: 20,077 shares 20,077 $3.94M 0.07% +208 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,346 shares; 2024Q4: 83,791 shares; 2025Q1: 118,312 shares; 2025Q2: 108,571 shares; 2025Q3: 98,090 shares; 2025Q4: 86,294 shares; 2026Q1: 88,271 shares 88,271 $3.9M 0.07% +1,977 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 10,981 shares; 2025Q1: 10,207 shares; 2025Q2: 7,903 shares; 2025Q3: 7,724 shares; 2025Q4: 7,508 shares; 2026Q1: 10,820 shares 10,820 $3.87M 0.07% +3,312 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 12,148 shares; 2025Q1: 12,658 shares; 2025Q2: 12,782 shares; 2025Q3: 12,571 shares; 2025Q4: 14,138 shares; 2026Q1: 13,473 shares 13,473 $3.87M 0.07% -665 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; 2024Q2: restricted; 2024Q3: 206,282 shares; 2024Q4: 206,495 shares; 2025Q1: 206,432 shares; 2025Q2: 194,361 shares; 2025Q3: 217,396 shares; 2025Q4: 222,157 shares; 2026Q1: 205,350 shares 205,350 $3.87M 0.07% -16,807 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 6,545 shares; 2025Q1: 6,678 shares; 2025Q2: 6,565 shares; 2025Q3: 11,256 shares; 2025Q4: 15,675 shares; 2026Q1: 15,687 shares 15,687 $3.83M 0.07% +12 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 4,902 shares; 2025Q1: 4,945 shares; 2025Q2: 5,321 shares; 2025Q3: 3,076 shares; 2025Q4: 4,032 shares; 2026Q1: 5,613 shares 5,613 $3.83M 0.07% +1,581 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 15,748 shares; 2025Q1: 16,947 shares; 2025Q2: 16,489 shares; 2025Q3: 16,627 shares; 2025Q4: 16,575 shares; 2026Q1: 16,653 shares 16,653 $3.76M 0.07% +78 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 7,868 shares; 2025Q1: 14,467 shares; 2025Q2: 15,487 shares; 2025Q3: 15,585 shares; 2025Q4: 16,660 shares; 2026Q1: 18,782 shares 18,782 $3.76M 0.07% +2,122 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,270 shares; 2025Q1: 4,403 shares; 2025Q2: 4,412 shares; 2025Q3: 4,816 shares; 2025Q4: 3,794 shares; 2026Q1: 3,869 shares 3,869 $3.72M 0.07% +75 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,881 shares; 2025Q1: 2,877 shares; 2025Q2: 7,669 shares; 2025Q3: 6,971 shares; 2025Q4: 2,173 shares; 2026Q1: 10,953 shares 10,953 $3.72M 0.07% +8,780 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,920 shares; 2024Q4: 63,101 shares; 2025Q1: 63,082 shares; 2025Q2: 57,163 shares; 2025Q3: 59,102 shares; 2025Q4: 57,354 shares; 2026Q1: 60,036 shares 60,036 $3.62M 0.07% +2,682 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 8,653 shares; 2025Q1: 8,494 shares; 2025Q2: 8,023 shares; 2025Q3: 8,104 shares; 2025Q4: 45,203 shares; 2026Q1: 34,356 shares 34,356 $3.59M 0.07% -10,847 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,179 shares; 2024Q4: 44,317 shares; 2025Q1: 34,227 shares; 2025Q2: 39,221 shares; 2025Q3: 46,017 shares; 2025Q4: 40,411 shares; 2026Q1: 31,520 shares 31,520 $3.57M 0.07% -8,891 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,209 shares; 2025Q1: 3,530 shares; 2025Q2: 3,779 shares; 2025Q3: 3,830 shares; 2025Q4: 3,479 shares; 2026Q1: 3,227 shares 3,227 $3.52M 0.07% -252 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,849 shares; 2024Q4: 343,965 shares; 2025Q1: 343,965 shares; 2025Q2: 338,477 shares; 2025Q3: 387,840 shares; 2025Q4: 308,208 shares; 2026Q1: 310,929 shares 310,929 $3.5M 0.07% +2,721 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,312 shares; 2024Q4: 7,701 shares; 2025Q1: 8,578 shares; 2025Q2: 8,347 shares; 2025Q3: 7,822 shares; 2025Q4: 9,968 shares; 2026Q1: 9,793 shares 9,793 $3.49M 0.06% -175 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,011 shares; 2025Q1: 3,143 shares; 2025Q2: 9,294 shares; 2025Q3: 18,982 shares; 2025Q4: 23,625 shares; 2026Q1: 20,080 shares 20,080 $3.47M 0.06% -3,545 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,049 shares; 2024Q4: 30,041 shares; 2025Q1: 30,592 shares; 2025Q2: 30,942 shares; 2025Q3: 29,622 shares; 2025Q4: 28,355 shares; 2026Q1: 39,861 shares 39,861 $3.43M 0.06% +11,506 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,674 shares; 2025Q1: 6,706 shares; 2025Q2: 6,712 shares; 2025Q3: 5,728 shares; 2025Q4: 5,730 shares; 2026Q1: 5,743 shares 5,743 $3.38M 0.06% +13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,356 shares; 2025Q1: 15,865 shares; 2025Q2: 12,567 shares; 2025Q3: 28,115 shares; 2025Q4: 25,586 shares; 2026Q1: 24,649 shares 24,649 $3.35M 0.06% -937 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 9,414 shares; 2025Q1: 9,423 shares; 2025Q2: 9,504 shares; 2025Q3: 30,650 shares; 2025Q4: 32,220 shares; 2026Q1: 33,253 shares 33,253 $3.29M 0.06% +1,033 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,337 shares; 2024Q4: 45,714 shares; 2025Q1: 45,650 shares; 2025Q2: 45,679 shares; 2025Q3: 39,333 shares; 2025Q4: 48,338 shares; 2026Q1: 44,509 shares 44,509 $3.27M 0.06% -3,829 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,772 shares; 2024Q4: 27,827 shares; 2025Q1: 34,866 shares; 2025Q2: 38,605 shares; 2025Q3: 40,586 shares; 2025Q4: 39,201 shares; 2026Q1: 43,971 shares 43,971 $3.27M 0.06% +4,770 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,380 shares; 2024Q4: 26,142 shares; 2025Q1: 25,950 shares; 2025Q2: 23,242 shares; 2025Q3: 42,852 shares; 2025Q4: 42,799 shares; 2026Q1: 77,237 shares 77,237 $3.22M 0.06% +34,438 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,819 shares; 2024Q4: 15,817 shares; 2025Q1: 11,617 shares; 2025Q2: 11,092 shares; 2025Q3: 10,644 shares; 2025Q4: 10,651 shares; 2026Q1: 9,704 shares 9,704 $3.17M 0.06% -947 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,375 shares; 2024Q4: 30,580 shares; 2025Q1: 27,525 shares; 2025Q2: 37,414 shares; 2025Q3: 29,296 shares; 2025Q4: 29,375 shares; 2026Q1: 25,228 shares 25,228 $3.14M 0.06% -4,147 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,038 shares; 2025Q1: 82,265 shares; 2025Q2: 90,897 shares; 2025Q3: 97,338 shares; 2025Q4: 115,545 shares; 2026Q1: 121,106 shares 121,106 $3.13M 0.06% +5,561 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,221 shares; 2025Q1: 4,322 shares; 2025Q2: 7,323 shares; 2025Q3: 9,632 shares; 2025Q4: 9,732 shares; 2026Q1: 9,038 shares 9,038 $3.1M 0.06% -694 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,451 shares; 2024Q4: 33,720 shares; 2025Q1: 35,896 shares; 2025Q2: 101,658 shares; 2025Q3: 61,049 shares; 2025Q4: 65,093 shares; 2026Q1: 57,025 shares 57,025 $3.08M 0.06% -8,068 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 17,991 shares; 2025Q1: 16,797 shares; 2025Q2: 7,486 shares; 2025Q3: 12,686 shares; 2025Q4: 13,186 shares; 2026Q1: 9,515 shares 9,515 $3.07M 0.06% -3,671 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,098 shares; 2025Q3: 134,098 shares; 2025Q4: 131,388 shares; 2026Q1: 131,488 shares 131,488 $3.07M 0.06% +100 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 11,490 shares; 2025Q1: 11,429 shares; 2025Q2: 13,395 shares; 2025Q3: 7,318 shares; 2025Q4: 6,100 shares; 2026Q1: 7,010 shares 7,010 $3.06M 0.06% +910 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 3,988 shares; 2025Q1: 4,233 shares; 2025Q2: 4,099 shares; 2025Q3: 38,069 shares; 2025Q4: 4,234 shares; 2026Q1: 36,670 shares 36,670 $3M 0.06% +32,436 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 13,055 shares; 2025Q1: 12,795 shares; 2025Q2: 12,259 shares; 2025Q3: 10,207 shares; 2025Q4: 10,635 shares; 2026Q1: 11,445 shares 11,445 $3M 0.06% +810 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,078 shares; 2024Q4: 8,433 shares; 2025Q1: 9,293 shares; 2025Q2: 9,172 shares; 2025Q3: 9,612 shares; 2025Q4: 9,907 shares; 2026Q1: 9,638 shares 9,638 $3M 0.06% -269 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,020 shares; 2024Q4: 8,011 shares; 2025Q1: 6,356 shares; 2025Q2: 6,331 shares; 2025Q3: 3,287 shares; 2025Q4: 7,060 shares; 2026Q1: 6,888 shares 6,888 $2.99M 0.06% -172 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 4,906 shares; 2025Q1: 5,589 shares; 2025Q2: 5,732 shares; 2025Q3: 15,155 shares; 2025Q4: 13,977 shares; 2026Q1: 19,648 shares 19,648 $2.96M 0.05% +5,671 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 16,465 shares; 2025Q1: 16,477 shares; 2025Q2: 19,340 shares; 2025Q3: 19,352 shares; 2025Q4: 19,883 shares; 2026Q1: 19,883 shares 19,883 $2.94M 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 15,899 shares; 2025Q1: 21,356 shares; 2025Q2: 27,786 shares; 2025Q3: 19,540 shares; 2025Q4: 16,895 shares; 2026Q1: 15,756 shares 15,756 $2.94M 0.05% -1,139 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 12,903 shares; 2025Q1: 11,318 shares; 2025Q2: 8,818 shares; 2025Q3: 10,145 shares; 2025Q4: 12,595 shares; 2026Q1: 16,656 shares 16,656 $2.93M 0.05% +4,061 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 60,453 shares; 2025Q1: 58,503 shares; 2025Q2: 57,571 shares; 2025Q3: 57,881 shares; 2025Q4: 58,927 shares; 2026Q1: 59,375 shares 59,375 $2.91M 0.05% +448 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 5,108 shares; 2025Q1: 5,785 shares; 2025Q2: 6,117 shares; 2025Q3: 6,244 shares; 2025Q4: 6,454 shares; 2026Q1: 7,127 shares 7,127 $2.9M 0.05% +673 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,551 shares; 2024Q4: 12,644 shares; 2025Q1: 9,660 shares; 2025Q2: 9,457 shares; 2025Q3: 18,085 shares; 2025Q4: 15,332 shares; 2026Q1: 14,258 shares 14,258 $2.9M 0.05% -1,074 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,239 shares; 2024Q4: 21,449 shares; 2025Q1: 21,556 shares; 2025Q2: 21,636 shares; 2025Q3: 30,057 shares; 2025Q4: 30,108 shares; 2026Q1: 34,602 shares 34,602 $2.9M 0.05% +4,494 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,043 shares; 2024Q4: 27,335 shares; 2025Q1: 23,583 shares; 2025Q2: 23,681 shares; 2025Q3: 25,079 shares; 2025Q4: 26,102 shares; 2026Q1: 29,272 shares 29,272 $2.85M 0.05% +3,170 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,135 shares; 2025Q1: 1,188 shares; 2025Q2: 1,262 shares; 2025Q3: 1,378 shares; 2025Q4: 1,210 shares; 2026Q1: 18,002 shares 18,002 $2.83M 0.05% +16,792 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,537 shares; 2025Q1: 1,692 shares; 2025Q2: 1,704 shares; 2025Q3: 15,653 shares; 2025Q4: 12,836 shares; 2026Q1: 12,890 shares 12,890 $2.82M 0.05% +54 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 36,054 shares; 2025Q1: 36,009 shares; 2025Q2: 36,035 shares; 2025Q3: 33,209 shares; 2025Q4: 33,709 shares; 2026Q1: 35,492 shares 35,492 $2.79M 0.05% +1,783 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 6,103 shares; 2025Q1: 6,747 shares; 2025Q2: 7,955 shares; 2025Q3: 12,868 shares; 2025Q4: 21,185 shares; 2026Q1: 21,039 shares 21,039 $2.76M 0.05% -146 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 6,237 shares; 2025Q1: 6,350 shares; 2025Q2: 8,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,098 shares 9,098 $2.74M 0.05% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 8,222 shares; 2025Q1: 9,612 shares; 2025Q2: 9,636 shares; 2025Q3: 11,207 shares; 2025Q4: 11,023 shares; 2026Q1: 11,206 shares 11,206 $2.72M 0.05% +183 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,882 shares; 2025Q1: 4,429 shares; 2025Q2: 4,398 shares; 2025Q3: 4,614 shares; 2025Q4: 4,594 shares; 2026Q1: 4,403 shares 4,403 $2.72M 0.05% -191 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,448 shares; 2025Q1: 4,924 shares; 2025Q2: 5,001 shares; 2025Q3: 5,231 shares; 2025Q4: 5,287 shares; 2026Q1: 27,828 shares 27,828 $2.7M 0.05% +22,541 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,126 shares; 2024Q4: 30,066 shares; 2025Q1: 30,083 shares; 2025Q2: not reported; 2025Q3: 15,282 shares; 2025Q4: 22,761 shares; 2026Q1: 22,845 shares 22,845 $2.67M 0.05% +84 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,880 shares; 2025Q1: 18,881 shares; 2025Q2: 18,651 shares; 2025Q3: 21,030 shares; 2025Q4: 22,696 shares; 2026Q1: 21,758 shares 21,758 $2.67M 0.05% -938 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,033 shares; 2024Q4: 135,900 shares; 2025Q1: 135,900 shares; 2025Q2: 137,441 shares; 2025Q3: 135,900 shares; 2025Q4: 138,900 shares; 2026Q1: 138,900 shares 138,900 $2.65M 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,253 shares; 2025Q1: 5,166 shares; 2025Q2: 8,519 shares; 2025Q3: 6,225 shares; 2025Q4: 6,196 shares; 2026Q1: 6,328 shares 6,328 $2.64M 0.05% +132 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 34,137 shares; 2025Q1: 47,053 shares; 2025Q2: 47,112 shares; 2025Q3: 70,612 shares; 2025Q4: 77,648 shares; 2026Q1: 104,597 shares 104,597 $2.59M 0.05% +26,949 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,859 shares; 2024Q4: 30,573 shares; 2025Q1: 15,215 shares; 2025Q2: 22,951 shares; 2025Q3: 42,029 shares; 2025Q4: 40,498 shares; 2026Q1: 34,494 shares 34,494 $2.57M 0.05% -6,004 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 8,587 shares; 2025Q1: 7,565 shares; 2025Q2: 7,443 shares; 2025Q3: 14,863 shares; 2025Q4: 13,718 shares; 2026Q1: 13,206 shares 13,206 $2.56M 0.05% -512 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 27,313 shares; 2025Q1: 28,725 shares; 2025Q2: 28,982 shares; 2025Q3: 28,822 shares; 2025Q4: 26,822 shares; 2026Q1: 26,717 shares 26,717 $2.55M 0.05% -105 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,164 shares; 2025Q3: 25,997 shares; 2025Q4: 25,997 shares; 2026Q1: 26,087 shares 26,087 $2.55M 0.05% +90 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 35,076 shares; 2025Q1: 31,312 shares; 2025Q2: 28,399 shares; 2025Q3: 38,704 shares; 2025Q4: 50,541 shares; 2026Q1: 66,530 shares 66,530 $2.53M 0.05% +15,989 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,040 shares 35,040 $2.5M 0.05% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,007 shares 13,007 $2.48M 0.05% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,893 shares; 2024Q4: 26,893 shares; 2025Q1: 21,606 shares; 2025Q2: 18,391 shares; 2025Q3: 18,301 shares; 2025Q4: 17,301 shares; 2026Q1: 17,301 shares 17,301 $2.45M 0.05% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,269 shares; 2025Q1: 6,276 shares; 2025Q2: 8,365 shares; 2025Q3: 6,745 shares; 2025Q4: 7,448 shares; 2026Q1: 7,448 shares 7,448 $2.45M 0.05% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,646 shares; 2026Q1: 60,089 shares 60,089 $2.43M 0.05% +7,443 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,888 shares; 2025Q1: 4,412 shares; 2025Q2: 4,131 shares; 2025Q3: 5,258 shares; 2025Q4: 5,502 shares; 2026Q1: 7,527 shares 7,527 $2.39M 0.04% +2,025 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,201 shares; 2025Q4: 4,845 shares; 2026Q1: 17,468 shares 17,468 $2.37M 0.04% +12,623 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,607 shares; 2024Q4: 18,153 shares; 2025Q1: 12,461 shares; 2025Q2: 11,201 shares; 2025Q3: 12,018 shares; 2025Q4: 12,087 shares; 2026Q1: 11,924 shares 11,924 $2.36M 0.04% -163 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: 2,744 shares; 2025Q2: 1,381 shares; 2025Q3: 1,328 shares; 2025Q4: 1,656 shares; 2026Q1: 8,333 shares 8,333 $2.36M 0.04% +6,677 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,986 shares; 2025Q4: 96,664 shares; 2026Q1: 125,692 shares 125,692 $2.36M 0.04% +29,028 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 5,097 shares; 2025Q1: 2,659 shares; 2025Q2: 2,832 shares; 2025Q3: 3,270 shares; 2025Q4: 6,774 shares; 2026Q1: 11,781 shares 11,781 $2.34M 0.04% +5,007 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 21,517 shares; 2025Q1: 20,338 shares; 2025Q2: 20,585 shares; 2025Q3: 17,383 shares; 2025Q4: 16,105 shares; 2026Q1: 18,033 shares 18,033 $2.34M 0.04% +1,928 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 53,920 shares; 2025Q1: 98,914 shares; 2025Q2: 89,050 shares; 2025Q3: 122,450 shares; 2025Q4: 122,957 shares; 2026Q1: 109,698 shares 109,698 $2.32M 0.04% -13,259 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,020 shares; 2024Q4: 46,046 shares; 2025Q1: 42,966 shares; 2025Q2: 41,611 shares; 2025Q3: 38,335 shares; 2025Q4: 23,661 shares; 2026Q1: 39,147 shares 39,147 $2.31M 0.04% +15,486 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 17,008 shares; 2025Q1: 18,567 shares; 2025Q2: 19,406 shares; 2025Q3: 21,408 shares; 2025Q4: 21,751 shares; 2026Q1: 20,924 shares 20,924 $2.28M 0.04% -827 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 8,215 shares; 2025Q1: 9,927 shares; 2025Q2: 9,936 shares; 2025Q3: 12,454 shares; 2025Q4: 11,064 shares; 2026Q1: 23,916 shares 23,916 $2.25M 0.04% +12,852 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,275 shares; 2025Q1: 3,253 shares; 2025Q2: 3,627 shares; 2025Q3: 3,393 shares; 2025Q4: 4,324 shares; 2026Q1: 5,653 shares 5,653 $2.24M 0.04% +1,329 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,954 shares; 2024Q4: 37,894 shares; 2025Q1: 35,033 shares; 2025Q2: 24,792 shares; 2025Q3: 17,856 shares; 2025Q4: 18,151 shares; 2026Q1: 23,497 shares 23,497 $2.21M 0.04% +5,346 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,842 shares; 2024Q4: 19,048 shares; 2025Q1: 19,260 shares; 2025Q2: 31,589 shares; 2025Q3: 25,853 shares; 2025Q4: 20,151 shares; 2026Q1: 22,856 shares 22,856 $2.2M 0.04% +2,705 Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,000 shares; 2025Q3: 252,648 shares; 2025Q4: 252,648 shares; 2026Q1: 243,760 shares 243,760 $2.2M 0.04% -8,888 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,553 shares 34,553 $2.17M 0.04% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,812 shares; 2025Q2: 11,707 shares; 2025Q3: 16,147 shares; 2025Q4: 16,147 shares; 2026Q1: 16,147 shares 16,147 $2.17M 0.04% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 39,090 shares; 2025Q1: 40,642 shares; 2025Q2: 42,070 shares; 2025Q3: 40,845 shares; 2025Q4: 41,835 shares; 2026Q1: 46,274 shares 46,274 $2.16M 0.04% +4,439 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 15,667 shares; 2025Q1: 6,318 shares; 2025Q2: 16,926 shares; 2025Q3: 23,507 shares; 2025Q4: 33,270 shares; 2026Q1: 30,007 shares 30,007 $2.16M 0.04% -3,263 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.04% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,292 shares; 2024Q4: 61,281 shares; 2025Q1: 40,524 shares; 2025Q2: 40,830 shares; 2025Q3: 18,796 shares; 2025Q4: 18,806 shares; 2026Q1: 31,074 shares 31,074 $2.15M 0.04% +12,268 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 5,717 shares; 2025Q1: 6,135 shares; 2025Q2: 4,885 shares; 2025Q3: 4,687 shares; 2025Q4: 4,552 shares; 2026Q1: 14,837 shares 14,837 $2.14M 0.04% +10,285 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,058 shares 33,058 $2.12M 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 18,092 shares; 2025Q1: 21,708 shares; 2025Q2: 21,796 shares; 2025Q3: 21,766 shares; 2025Q4: 22,206 shares; 2026Q1: 12,508 shares 12,508 $2.12M 0.04% -9,698 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,387 shares; 2025Q3: 59,387 shares; 2025Q4: 59,387 shares; 2026Q1: 59,387 shares 59,387 $2.11M 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 19,141 shares; 2025Q1: 19,849 shares; 2025Q2: 17,097 shares; 2025Q3: 23,084 shares; 2025Q4: 25,993 shares; 2026Q1: 30,013 shares 30,013 $2.09M 0.04% +4,020 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 10,766 shares; 2025Q1: 13,968 shares; 2025Q2: 13,936 shares; 2025Q3: 12,911 shares; 2025Q4: 7,977 shares; 2026Q1: 9,872 shares 9,872 $2.07M 0.04% +1,895 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,786 shares; 2025Q3: 28,528 shares; 2025Q4: 29,031 shares; 2026Q1: 19,149 shares 19,149 $2.07M 0.04% -9,882 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 23,785 shares; 2025Q1: 23,785 shares; 2025Q2: 23,785 shares; 2025Q3: 23,785 shares; 2025Q4: 24,006 shares; 2026Q1: 22,334 shares 22,334 $2.07M 0.04% -1,672 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,710 shares; 2025Q4: not reported; 2026Q1: 74,835 shares 74,835 $2.04M 0.04% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,452 shares 56,452 $2.03M 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,383 shares; 2025Q1: 5,401 shares; 2025Q2: 3,094 shares; 2025Q3: 3,165 shares; 2025Q4: 6,181 shares; 2026Q1: 4,369 shares 4,369 $2.01M 0.04% -1,812 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 11,538 shares; 2025Q1: 15,161 shares; 2025Q2: 16,570 shares; 2025Q3: 17,432 shares; 2025Q4: 19,963 shares; 2026Q1: 20,835 shares 20,835 $2.01M 0.04% +872 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 10,837 shares; 2025Q1: 13,587 shares; 2025Q2: 13,594 shares; 2025Q3: 12,244 shares; 2025Q4: 14,284 shares; 2026Q1: 12,227 shares 12,227 $2M 0.04% -2,057 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,593 shares; 2025Q1: 2,253 shares; 2025Q2: 2,400 shares; 2025Q3: 6,728 shares; 2025Q4: 6,698 shares; 2026Q1: 6,267 shares 6,267 $1.99M 0.04% -431 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 23,852 shares; 2025Q1: 23,978 shares; 2025Q2: 22,324 shares; 2025Q3: 25,283 shares; 2025Q4: 19,821 shares; 2026Q1: 24,347 shares 24,347 $1.99M 0.04% +4,526 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 5,790 shares; 2025Q1: 3,295 shares; 2025Q2: 3,465 shares; 2025Q3: 13,234 shares; 2025Q4: 15,270 shares; 2026Q1: 20,221 shares 20,221 $1.97M 0.04% +4,951 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,051 shares; 2024Q4: 11,191 shares; 2025Q1: 11,838 shares; 2025Q2: 20,548 shares; 2025Q3: 20,557 shares; 2025Q4: 20,558 shares; 2026Q1: 20,855 shares 20,855 $1.97M 0.04% +297 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,561 shares; 2025Q1: 5,643 shares; 2025Q2: 3,642 shares; 2025Q3: 3,697 shares; 2025Q4: 8,248 shares; 2026Q1: 8,493 shares 8,493 $1.97M 0.04% +245 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,863 shares; 2025Q3: 18,828 shares; 2025Q4: 20,466 shares; 2026Q1: 23,774 shares 23,774 $1.97M 0.04% +3,308 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 16,359 shares; 2025Q1: 16,325 shares; 2025Q2: 17,052 shares; 2025Q3: 14,807 shares; 2025Q4: 11,400 shares; 2026Q1: 12,207 shares 12,207 $1.96M 0.04% +807 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,170 shares; 2025Q4: 500 shares; 2026Q1: 1,129 shares 1,129 $1.95M 0.04% +629 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,669 shares; 2024Q4: 31,070 shares; 2025Q1: 33,440 shares; 2025Q2: 35,040 shares; 2025Q3: 35,214 shares; 2025Q4: 36,269 shares; 2026Q1: 36,036 shares 36,036 $1.95M 0.04% -233 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 19,073 shares; 2025Q2: 13,258 shares; 2025Q3: 18,488 shares; 2025Q4: 26,259 shares; 2026Q1: 26,844 shares 26,844 $1.95M 0.04% +585 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 42,509 shares; 2025Q1: 43,860 shares; 2025Q2: 44,232 shares; 2025Q3: 46,805 shares; 2025Q4: 49,058 shares; 2026Q1: 54,913 shares 54,913 $1.94M 0.04% +5,855 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 2,330 shares; 2025Q1: 2,874 shares; 2025Q2: 3,889 shares; 2025Q3: 3,847 shares; 2025Q4: 3,459 shares; 2026Q1: 2,504 shares 2,504 $1.93M 0.04% -955 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,160 shares; 2026Q1: 100,906 shares 100,906 $1.93M 0.04% +77,746 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,564 shares; 2025Q1: 13,581 shares; 2025Q2: 13,545 shares; 2025Q3: 13,570 shares; 2025Q4: 13,539 shares; 2026Q1: 13,131 shares 13,131 $1.91M 0.04% -408 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,041 shares; 2025Q1: 4,622 shares; 2025Q2: 1,877 shares; 2025Q3: not reported; 2025Q4: 5,932 shares; 2026Q1: 12,244 shares 12,244 $1.9M 0.04% +6,312 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,276 shares; 2024Q4: 28,810 shares; 2025Q1: 14,938 shares; 2025Q2: 31,602 shares; 2025Q3: 8,301 shares; 2025Q4: 31,246 shares; 2026Q1: 26,881 shares 26,881 $1.9M 0.04% -4,365 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 9,478 shares; 2025Q4: 5,283 shares; 2026Q1: 5,295 shares 5,295 $1.9M 0.04% +12 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,647 shares; 2025Q4: 11,100 shares; 2026Q1: 11,529 shares 11,529 $1.89M 0.04% +429 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,247 shares; 2025Q4: 78,319 shares; 2026Q1: 107,440 shares 107,440 $1.89M 0.04% +29,121 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 10,943 shares; 2025Q1: 10,897 shares; 2025Q2: 10,960 shares; 2025Q3: 11,112 shares; 2025Q4: 11,135 shares; 2026Q1: 31,293 shares 31,293 $1.88M 0.03% +20,158 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,508 shares; 2024Q4: 14,647 shares; 2025Q1: 16,671 shares; 2025Q2: 5,976 shares; 2025Q3: 8,290 shares; 2025Q4: 17,899 shares; 2026Q1: 14,777 shares 14,777 $1.87M 0.03% -3,122 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,345 shares; 2024Q4: 53,382 shares; 2025Q1: 35,067 shares; 2025Q2: 31,678 shares; 2025Q3: 32,753 shares; 2025Q4: 32,783 shares; 2026Q1: 29,448 shares 29,448 $1.84M 0.03% -3,335 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,234 shares; 2025Q1: 10,973 shares; 2025Q2: 21,814 shares; 2025Q3: 22,144 shares; 2025Q4: 32,721 shares; 2026Q1: 39,567 shares 39,567 $1.84M 0.03% +6,846 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,190 shares; 2026Q1: 10,636 shares 10,636 $1.83M 0.03% +2,446 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 5,257 shares; 2025Q1: 4,576 shares; 2025Q2: 4,629 shares; 2025Q3: 6,353 shares; 2025Q4: 11,097 shares; 2026Q1: 15,281 shares 15,281 $1.8M 0.03% +4,184 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; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 4,173 shares; 2025Q1: 4,785 shares; 2025Q2: 4,774 shares; 2025Q3: 4,805 shares; 2025Q4: 5,145 shares; 2026Q1: 5,241 shares 5,241 $1.79M 0.03% +96 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: 3,219 shares; 2025Q2: 22,329 shares; 2025Q3: 47,422 shares; 2025Q4: 71,565 shares; 2026Q1: 71,709 shares 71,709 $1.78M 0.03% +144 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 9,384 shares; 2025Q1: 7,820 shares; 2025Q2: 24,160 shares; 2025Q3: 25,166 shares; 2025Q4: 59,132 shares; 2026Q1: 44,753 shares 44,753 $1.78M 0.03% -14,379 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,085 shares; 2024Q4: 18,439 shares; 2025Q1: 12,537 shares; 2025Q2: 13,549 shares; 2025Q3: 13,794 shares; 2025Q4: 13,868 shares; 2026Q1: 12,943 shares 12,943 $1.77M 0.03% -925 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,119 shares; 2025Q1: 5,766 shares; 2025Q2: 5,542 shares; 2025Q3: 5,577 shares; 2025Q4: 6,201 shares; 2026Q1: 6,301 shares 6,301 $1.77M 0.03% +100 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,047 shares 27,047 $1.76M 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,516 shares; 2024Q4: 24,226 shares; 2025Q1: 26,469 shares; 2025Q2: 17,071 shares; 2025Q3: 17,438 shares; 2025Q4: 17,876 shares; 2026Q1: 18,190 shares 18,190 $1.76M 0.03% +314 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,869 shares; 2025Q4: 14,327 shares; 2026Q1: 7,367 shares 7,367 $1.75M 0.03% -6,960 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 5,924 shares; 2025Q1: 6,438 shares; 2025Q2: 6,931 shares; 2025Q3: 7,835 shares; 2025Q4: 25,046 shares; 2026Q1: 29,615 shares 29,615 $1.74M 0.03% +4,569 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,821 shares; 2025Q2: 8,671 shares; 2025Q3: 7,459 shares; 2025Q4: 15,361 shares; 2026Q1: 18,378 shares 18,378 $1.74M 0.03% +3,017 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,408 shares; 2026Q1: 41,408 shares 41,408 $1.74M 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,983 shares; 2024Q4: 6,555 shares; 2025Q1: 6,559 shares; 2025Q2: 6,569 shares; 2025Q3: 6,769 shares; 2025Q4: 7,319 shares; 2026Q1: 7,427 shares 7,427 $1.71M 0.03% +108 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; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 15,428 shares; 2025Q1: 4,477 shares; 2025Q2: 16,515 shares; 2025Q3: 16,596 shares; 2025Q4: 12,091 shares; 2026Q1: 8,410 shares 8,410 $1.71M 0.03% -3,681 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,102 shares; 2025Q1: 977 shares; 2025Q2: 945 shares; 2025Q3: 943 shares; 2025Q4: 939 shares; 2026Q1: 908 shares 908 $1.71M 0.03% -31 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 1,300 shares; 2025Q1: 1,307 shares; 2025Q2: 856 shares; 2025Q3: 498 shares; 2025Q4: 2,929 shares; 2026Q1: 7,009 shares 7,009 $1.71M 0.03% +4,080 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 35,545 shares; 2025Q1: 35,545 shares; 2025Q2: 35,522 shares; 2025Q3: 36,409 shares; 2025Q4: 36,348 shares; 2026Q1: 68,076 shares 68,076 $1.71M 0.03% +31,728 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,053 shares; 2025Q3: 18,053 shares; 2025Q4: 18,053 shares; 2026Q1: 18,053 shares 18,053 $1.71M 0.03% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 12,584 shares; 2025Q1: 12,868 shares; 2025Q2: 13,030 shares; 2025Q3: 13,908 shares; 2025Q4: 22,587 shares; 2026Q1: 24,733 shares 24,733 $1.7M 0.03% +2,146 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 88,756 shares; 2025Q1: 88,804 shares; 2025Q2: 89,370 shares; 2025Q3: 72,518 shares; 2025Q4: 69,721 shares; 2026Q1: 70,165 shares 70,165 $1.7M 0.03% +444 Timeline TMLP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,344 shares 60,344 $1.7M 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 33,628 shares; 2025Q1: 36,232 shares; 2025Q2: 46,549 shares; 2025Q3: 18,399 shares; 2025Q4: 18,331 shares; 2026Q1: 23,280 shares 23,280 $1.69M 0.03% +4,949 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,403 shares; 2024Q4: 23,207 shares; 2025Q1: 13,748 shares; 2025Q2: 13,717 shares; 2025Q3: 7,890 shares; 2025Q4: 7,904 shares; 2026Q1: 8,006 shares 8,006 $1.69M 0.03% +102 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,742 shares; 2025Q2: 7,742 shares; 2025Q3: 12,127 shares; 2025Q4: 21,360 shares; 2026Q1: 20,867 shares 20,867 $1.69M 0.03% -493 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 667 shares; 2025Q1: 848 shares; 2025Q2: 4,379 shares; 2025Q3: 4,414 shares; 2025Q4: 1,651 shares; 2026Q1: 1,714 shares 1,714 $1.68M 0.03% +63 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,615 shares; 2025Q3: 18,330 shares; 2025Q4: 23,415 shares; 2026Q1: 20,638 shares 20,638 $1.68M 0.03% -2,777 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,302 shares 33,302 $1.67M 0.03% new Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 19,529 shares; 2025Q1: 19,912 shares; 2025Q2: 20,152 shares; 2025Q3: 21,298 shares; 2025Q4: 22,146 shares; 2026Q1: 24,876 shares 24,876 $1.67M 0.03% +2,730 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,083 shares; 2025Q2: 8,298 shares; 2025Q3: 11,611 shares; 2025Q4: 13,754 shares; 2026Q1: 16,830 shares 16,830 $1.67M 0.03% +3,076 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,351 shares; 2026Q1: 32,425 shares 32,425 $1.65M 0.03% +11,074 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,387 shares; 2024Q4: 137,014 shares; 2025Q1: 135,580 shares; 2025Q2: 136,432 shares; 2025Q3: 136,437 shares; 2025Q4: 56,443 shares; 2026Q1: 56,450 shares 56,450 $1.64M 0.03% +7 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,778 shares; 2026Q1: 33,406 shares 33,406 $1.64M 0.03% +16,628 Timeline DFIVX DFA INTERNATIONAL VALUE I More: the full row for DFA INTERNATIONAL VALUE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,389 shares; 2024Q4: 54,389 shares; 2025Q1: 54,389 shares; 2025Q2: 54,389 shares; 2025Q3: 54,389 shares; 2025Q4: 54,389 shares; 2026Q1: 54,389 shares 54,389 $1.64M 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,324 shares 8,324 $1.64M 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,672 shares 104,672 $1.64M 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,225 shares; 2025Q1: 3,571 shares; 2025Q2: 2,282 shares; 2025Q3: 1,896 shares; 2025Q4: 1,921 shares; 2026Q1: 9,380 shares 9,380 $1.64M 0.03% +7,459 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,623 shares; 2025Q3: 20,623 shares; 2025Q4: 20,623 shares; 2026Q1: 20,625 shares 20,625 $1.63M 0.03% +2 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,728 shares; 2025Q1: 2,901 shares; 2025Q2: 3,053 shares; 2025Q3: 3,193 shares; 2025Q4: 3,169 shares; 2026Q1: 12,353 shares 12,353 $1.62M 0.03% +9,184 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; 2024Q2: restricted; 2024Q3: 42,395 shares; 2024Q4: 63,119 shares; 2025Q1: 60,047 shares; 2025Q2: 22,080 shares; 2025Q3: 44,890 shares; 2025Q4: 29,104 shares; 2026Q1: 16,786 shares 16,786 $1.61M 0.03% -12,318 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,649 shares; 2024Q4: 23,074 shares; 2025Q1: 29,810 shares; 2025Q2: 34,264 shares; 2025Q3: 34,487 shares; 2025Q4: 36,967 shares; 2026Q1: 20,057 shares 20,057 $1.61M 0.03% -16,910 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,403 shares; 2024Q4: 77,796 shares; 2025Q1: 107,403 shares; 2025Q2: 110,071 shares; 2025Q3: 112,621 shares; 2025Q4: 22,137 shares; 2026Q1: 31,987 shares 31,987 $1.61M 0.03% +9,850 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,819 shares; 2025Q1: 11,430 shares; 2025Q2: 14,610 shares; 2025Q3: 12,506 shares; 2025Q4: 13,239 shares; 2026Q1: 12,182 shares 12,182 $1.6M 0.03% -1,057 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,511 shares 79,511 $1.59M 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,351 shares; 2025Q1: 5,840 shares; 2025Q2: 5,513 shares; 2025Q3: 5,463 shares; 2025Q4: 5,588 shares; 2026Q1: 5,551 shares 5,551 $1.59M 0.03% -37 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,367 shares; 2025Q1: 13,824 shares; 2025Q2: 13,839 shares; 2025Q3: 13,851 shares; 2025Q4: 12,424 shares; 2026Q1: 11,181 shares 11,181 $1.59M 0.03% -1,243 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 21,776 shares; 2025Q1: 28,704 shares; 2025Q2: 29,209 shares; 2025Q3: 33,089 shares; 2025Q4: 33,336 shares; 2026Q1: 50,933 shares 50,933 $1.59M 0.03% +17,597 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 2,663 shares; 2025Q2: 2,686 shares; 2025Q3: 2,740 shares; 2025Q4: 2,739 shares; 2026Q1: 2,812 shares 2,812 $1.58M 0.03% +73 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,313 shares; 2025Q3: 2,946 shares; 2025Q4: 4,848 shares; 2026Q1: 4,067 shares 4,067 $1.58M 0.03% -781 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,648 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,313 shares 2,313 $1.58M 0.03% +3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 51,856 shares; 2025Q1: 19,921 shares; 2025Q2: 13,526 shares; 2025Q3: 18,960 shares; 2025Q4: 20,723 shares; 2026Q1: 23,807 shares 23,807 $1.57M 0.03% +3,084 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,567 shares; 2024Q4: 31,940 shares; 2025Q1: 32,769 shares; 2025Q2: 33,118 shares; 2025Q3: 35,284 shares; 2025Q4: 36,705 shares; 2026Q1: 41,749 shares 41,749 $1.57M 0.03% +5,044 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,747 shares; 2025Q1: not reported; 2025Q2: 23,151 shares; 2025Q3: 74,482 shares; 2025Q4: 79,936 shares; 2026Q1: 39,832 shares 39,832 $1.56M 0.03% -40,104 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 11,833 shares; 2025Q1: 23,305 shares; 2025Q2: 14,525 shares; 2025Q3: 12,904 shares; 2025Q4: 12,104 shares; 2026Q1: 11,834 shares 11,834 $1.56M 0.03% -270 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,070 shares; 2025Q4: 6,499 shares; 2026Q1: 5,245 shares 5,245 $1.56M 0.03% -1,254 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,658 shares; 2024Q4: 15,052 shares; 2025Q1: 15,736 shares; 2025Q2: 17,456 shares; 2025Q3: 8,478 shares; 2025Q4: 8,436 shares; 2026Q1: 8,434 shares 8,434 $1.54M 0.03% -2 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 4,945 shares; 2025Q1: 6,074 shares; 2025Q2: 6,067 shares; 2025Q3: 6,971 shares; 2025Q4: 6,947 shares; 2026Q1: 3,523 shares 3,523 $1.54M 0.03% -3,424 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 18,765 shares; 2025Q1: 19,517 shares; 2025Q2: 19,702 shares; 2025Q3: 20,730 shares; 2025Q4: 21,591 shares; 2026Q1: 24,258 shares 24,258 $1.54M 0.03% +2,667 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,121 shares; 2025Q1: 15,225 shares; 2025Q2: 15,376 shares; 2025Q3: 16,556 shares; 2025Q4: 17,261 shares; 2026Q1: 17,361 shares 17,361 $1.53M 0.03% +100 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,359 shares; 2024Q4: 53,949 shares; 2025Q1: 50,177 shares; 2025Q2: 51,336 shares; 2025Q3: 51,083 shares; 2025Q4: 49,291 shares; 2026Q1: 49,359 shares 49,359 $1.51M 0.03% +68 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,488 shares; 2025Q1: 5,585 shares; 2025Q2: 5,783 shares; 2025Q3: 6,229 shares; 2025Q4: 6,404 shares; 2026Q1: 6,566 shares 6,566 $1.51M 0.03% +162 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 3,109 shares; 2025Q1: 3,820 shares; 2025Q2: 4,943 shares; 2025Q3: 2,691 shares; 2025Q4: 3,396 shares; 2026Q1: 2,774 shares 2,774 $1.5M 0.03% -622 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 9,618 shares; 2025Q1: 9,037 shares; 2025Q2: 9,346 shares; 2025Q3: 8,474 shares; 2025Q4: 7,467 shares; 2026Q1: 6,907 shares 6,907 $1.48M 0.03% -560 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,520 shares; 2025Q2: 7,883 shares; 2025Q3: 9,823 shares; 2025Q4: 13,741 shares; 2026Q1: 15,326 shares 15,326 $1.47M 0.03% +1,585 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 10,608 shares; 2025Q1: 10,839 shares; 2025Q2: 11,137 shares; 2025Q3: 10,361 shares; 2025Q4: 10,138 shares; 2026Q1: 15,548 shares 15,548 $1.45M 0.03% +5,410 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 12,313 shares; 2025Q1: 12,536 shares; 2025Q2: 13,266 shares; 2025Q3: 18,374 shares; 2025Q4: 17,837 shares; 2026Q1: 13,732 shares 13,732 $1.44M 0.03% -4,105 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,301 shares; 2024Q4: 13,301 shares; 2025Q1: 15,122 shares; 2025Q2: 15,122 shares; 2025Q3: 17,422 shares; 2025Q4: 34,894 shares; 2026Q1: 38,059 shares 38,059 $1.44M 0.03% +3,165 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,058 shares; 2024Q4: 64,058 shares; 2025Q1: 64,058 shares; 2025Q2: 64,058 shares; 2025Q3: 64,058 shares; 2025Q4: 64,058 shares; 2026Q1: 65,351 shares 65,351 $1.43M 0.03% +1,293 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 20,469 shares; 2025Q1: 27,221 shares; 2025Q2: 27,150 shares; 2025Q3: 9,910 shares; 2025Q4: 9,975 shares; 2026Q1: 9,890 shares 9,890 $1.41M 0.03% -85 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,250 shares; 2025Q2: 29,635 shares; 2025Q3: 67,515 shares; 2025Q4: 72,925 shares; 2026Q1: 42,772 shares 42,772 $1.41M 0.03% -30,153 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,578 shares; 2024Q4: 40,564 shares; 2025Q1: 40,336 shares; 2025Q2: 37,346 shares; 2025Q3: 41,626 shares; 2025Q4: 42,466 shares; 2026Q1: 29,077 shares 29,077 $1.41M 0.03% -13,389 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 13,468 shares; 2025Q1: 13,465 shares; 2025Q2: 13,641 shares; 2025Q3: 12,053 shares; 2025Q4: 12,165 shares; 2026Q1: 11,729 shares 11,729 $1.4M 0.03% -436 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 768 shares; 2025Q1: 1,842 shares; 2025Q2: 3,188 shares; 2025Q3: 2,520 shares; 2025Q4: 2,532 shares; 2026Q1: 2,358 shares 2,358 $1.4M 0.03% -174 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 22,100 shares; 2025Q1: 21,699 shares; 2025Q2: 21,922 shares; 2025Q3: 26,747 shares; 2025Q4: 26,827 shares; 2026Q1: 17,381 shares 17,381 $1.4M 0.03% -9,446 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,280 shares; 2025Q3: 29,280 shares; 2025Q4: 29,280 shares; 2026Q1: 29,280 shares 29,280 $1.39M 0.03% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,694 shares 13,694 $1.38M 0.03% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,848 shares; 2026Q1: 17,773 shares 17,773 $1.37M 0.03% +4,925 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,916 shares; 2025Q1: 8,086 shares; 2025Q2: 8,109 shares; 2025Q3: 8,131 shares; 2025Q4: 8,134 shares; 2026Q1: 4,897 shares 4,897 $1.37M 0.03% -3,237 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; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,670 shares; 2025Q1: 4,781 shares; 2025Q2: 11,828 shares; 2025Q3: 11,568 shares; 2025Q4: 20,995 shares; 2026Q1: 11,798 shares 11,798 $1.35M 0.03% -9,197 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,045 shares; 2025Q3: 6,360 shares; 2025Q4: 38,899 shares; 2026Q1: 26,747 shares 26,747 $1.35M 0.03% -12,152 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,989 shares; 2025Q1: 31,222 shares; 2025Q2: 24,103 shares; 2025Q3: 10,403 shares; 2025Q4: 11,564 shares; 2026Q1: 38,035 shares 38,035 $1.35M 0.03% +26,471 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: 9,164 shares; 2025Q1: 9,180 shares; 2025Q2: 5,094 shares; 2025Q3: 5,455 shares; 2025Q4: 6,141 shares; 2026Q1: 4,427 shares 4,427 $1.35M 0.02% -1,714 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares; 2026Q1: 4,975 shares 4,975 $1.35M 0.02% +116 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 910 shares; 2025Q1: 935 shares; 2025Q2: 14,175 shares; 2025Q3: 14,776 shares; 2025Q4: 16,287 shares; 2026Q1: 14,556 shares 14,556 $1.34M 0.02% -1,731 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 16,105 shares; 2025Q1: 25,473 shares; 2025Q2: 25,545 shares; 2025Q3: 25,545 shares; 2025Q4: 19,256 shares; 2026Q1: 19,393 shares 19,393 $1.34M 0.02% +137 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,804 shares; 2024Q4: 9,534 shares; 2025Q1: 10,906 shares; 2025Q2: 10,803 shares; 2025Q3: 12,266 shares; 2025Q4: 13,547 shares; 2026Q1: 11,661 shares 11,661 $1.34M 0.02% -1,886 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 6,210 shares; 2025Q1: 6,175 shares; 2025Q2: 6,215 shares; 2025Q3: 6,254 shares; 2025Q4: 7,965 shares; 2026Q1: 7,071 shares 7,071 $1.34M 0.02% -894 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 16,432 shares; 2025Q1: 16,545 shares; 2025Q2: 16,545 shares; 2025Q3: 18,024 shares; 2025Q4: 18,725 shares; 2026Q1: 21,028 shares 21,028 $1.34M 0.02% +2,303 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,030 shares 5,030 $1.33M 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,240 shares; 2025Q1: 2,132 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares; 2025Q4: 1,822 shares; 2026Q1: 1,830 shares 1,830 $1.33M 0.02% +8 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,191 shares; 2024Q4: 42,265 shares; 2025Q1: 35,710 shares; 2025Q2: 30,192 shares; 2025Q3: 22,495 shares; 2025Q4: 14,135 shares; 2026Q1: 14,164 shares 14,164 $1.33M 0.02% +29 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 15,455 shares; 2025Q1: 14,602 shares; 2025Q2: 15,133 shares; 2025Q3: 14,950 shares; 2025Q4: 14,051 shares; 2026Q1: 11,274 shares 11,274 $1.33M 0.02% -2,777 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,480 shares; 2025Q1: 1,133 shares; 2025Q2: 1,025 shares; 2025Q3: 952 shares; 2025Q4: 1,197 shares; 2026Q1: 1,054 shares 1,054 $1.33M 0.02% -143 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 7,831 shares; 2025Q1: 7,831 shares; 2025Q2: 7,871 shares; 2025Q3: 10,203 shares; 2025Q4: 11,290 shares; 2026Q1: 12,033 shares 12,033 $1.32M 0.02% +743 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,108 shares; 2025Q1: 756 shares; 2025Q2: 749 shares; 2025Q3: 831 shares; 2025Q4: 935 shares; 2026Q1: 3,095 shares 3,095 $1.32M 0.02% +2,160 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 8,825 shares; 2025Q1: 8,923 shares; 2025Q2: 8,896 shares; 2025Q3: 8,974 shares; 2025Q4: 8,995 shares; 2026Q1: 9,097 shares 9,097 $1.32M 0.02% +102 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,953 shares; 2024Q4: 85,301 shares; 2025Q1: 84,552 shares; 2025Q2: 83,320 shares; 2025Q3: 83,413 shares; 2025Q4: 83,413 shares; 2026Q1: 83,413 shares 83,413 $1.31M 0.02% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 51,003 shares; 2025Q1: 51,009 shares; 2025Q2: 27,518 shares; 2025Q3: 30,116 shares; 2025Q4: 31,522 shares; 2026Q1: 82,322 shares 82,322 $1.31M 0.02% +50,800 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,527 shares 11,527 $1.31M 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 13,092 shares; 2025Q1: 13,125 shares; 2025Q2: 13,264 shares; 2025Q3: 11,908 shares; 2025Q4: 11,907 shares; 2026Q1: 4,485 shares 4,485 $1.31M 0.02% -7,422 Timeline DFUSX DFA US LARGE COMPANY I More: the full row for DFA US LARGE COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 44,381 shares; 2025Q1: 35,275 shares; 2025Q2: 30,983 shares; 2025Q3: 30,983 shares; 2025Q4: 30,182 shares; 2026Q1: 30,182 shares 30,182 $1.31M 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 1,841 shares; 2025Q1: 1,898 shares; 2025Q2: 1,863 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,320 shares 10,320 $1.31M 0.02% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,578 shares 20,578 $1.3M 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares 2,042 $1.3M 0.02% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,358 shares; 2025Q2: 34,817 shares; 2025Q3: 37,893 shares; 2025Q4: 52,159 shares; 2026Q1: 59,897 shares 59,897 $1.3M 0.02% +7,738 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares 2,729 $1.3M 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,077 shares; 2024Q4: 38,077 shares; 2025Q1: 38,077 shares; 2025Q2: 38,077 shares; 2025Q3: 38,077 shares; 2025Q4: 38,077 shares; 2026Q1: 38,077 shares 38,077 $1.29M 0.02% 0 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,282 shares; 2025Q1: 6,293 shares; 2025Q2: 7,787 shares; 2025Q3: 7,751 shares; 2025Q4: 10,426 shares; 2026Q1: 10,885 shares 10,885 $1.29M 0.02% +459 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 6,919 shares; 2025Q1: 15,071 shares; 2025Q2: 9,964 shares; 2025Q3: 7,754 shares; 2025Q4: 5,757 shares; 2026Q1: 5,248 shares 5,248 $1.28M 0.02% -509 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 1,714 shares; 2025Q1: 2,275 shares; 2025Q2: 3,244 shares; 2025Q3: 3,549 shares; 2025Q4: 4,067 shares; 2026Q1: 5,364 shares 5,364 $1.28M 0.02% +1,297 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,218 shares; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 4,328 shares 4,328 $1.28M 0.02% +20 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,399 shares; 2024Q4: 41,574 shares; 2025Q1: 23,584 shares; 2025Q2: 29,458 shares; 2025Q3: 26,929 shares; 2025Q4: 23,803 shares; 2026Q1: 22,044 shares 22,044 $1.27M 0.02% -1,759 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: 4,474 shares; 2025Q2: 5,720 shares; 2025Q3: 5,671 shares; 2025Q4: 8,933 shares; 2026Q1: 8,183 shares 8,183 $1.27M 0.02% -750 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 16,818 shares; 2025Q1: 17,147 shares; 2025Q2: 15,833 shares; 2025Q3: 16,577 shares; 2025Q4: 17,394 shares; 2026Q1: 18,557 shares 18,557 $1.26M 0.02% +1,163 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 4,518 shares; 2025Q1: 5,236 shares; 2025Q2: 5,144 shares; 2025Q3: 6,040 shares; 2025Q4: 5,705 shares; 2026Q1: 20,132 shares 20,132 $1.26M 0.02% +14,427 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 5,034 shares; 2025Q1: 5,093 shares; 2025Q2: 5,078 shares; 2025Q3: 4,167 shares; 2025Q4: 3,383 shares; 2026Q1: 3,174 shares 3,174 $1.26M 0.02% -209 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,094 shares; 2025Q1: 10,229 shares; 2025Q2: 12,360 shares; 2025Q3: 12,463 shares; 2025Q4: 16,604 shares; 2026Q1: 17,569 shares 17,569 $1.26M 0.02% +965 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 19,425 shares; 2025Q1: 11,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,603 shares; 2026Q1: 9,000 shares 9,000 $1.26M 0.02% +4,397 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,796 shares; 2025Q1: 8,650 shares; 2025Q2: 8,427 shares; 2025Q3: 12,427 shares; 2025Q4: 25,576 shares; 2026Q1: 20,494 shares 20,494 $1.26M 0.02% -5,082 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,811 shares; 2024Q4: 25,211 shares; 2025Q1: 24,284 shares; 2025Q2: 22,284 shares; 2025Q3: 22,634 shares; 2025Q4: 22,634 shares; 2026Q1: 22,714 shares 22,714 $1.25M 0.02% +80 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 3,204 shares; 2026Q1: 3,746 shares 3,746 $1.25M 0.02% +542 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $1.25M 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 5,440 shares; 2025Q2: 9,073 shares; 2025Q3: 9,505 shares; 2025Q4: 10,349 shares; 2026Q1: 10,488 shares 10,488 $1.24M 0.02% +139 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,084 shares; 2025Q3: 39,576 shares; 2025Q4: 39,576 shares; 2026Q1: 39,576 shares 39,576 $1.24M 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 14,881 shares; 2025Q1: 20,925 shares; 2025Q2: 17,546 shares; 2025Q3: 7,108 shares; 2025Q4: 24,506 shares; 2026Q1: 18,042 shares 18,042 $1.23M 0.02% -6,464 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,837 shares; 2026Q1: 35,371 shares 35,371 $1.23M 0.02% +5,534 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,008 shares; 2026Q1: 31,008 shares 31,008 $1.22M 0.02% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 8,556 shares; 2025Q4: 11,025 shares; 2026Q1: 8,861 shares 8,861 $1.21M 0.02% -2,164 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,647 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,859 shares 3,859 $1.21M 0.02% +252 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 14,818 shares; 2025Q1: 15,645 shares; 2025Q2: 16,000 shares; 2025Q3: 18,218 shares; 2025Q4: 18,892 shares; 2026Q1: 20,583 shares 20,583 $1.2M 0.02% +1,691 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 14,937 shares; 2025Q1: 18,062 shares; 2025Q2: 46,788 shares; 2025Q3: 46,788 shares; 2025Q4: 46,788 shares; 2026Q1: 46,761 shares 46,761 $1.2M 0.02% -27 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 3,566 shares; 2025Q1: 8,563 shares; 2025Q2: 3,632 shares; 2025Q3: 3,789 shares; 2025Q4: 3,929 shares; 2026Q1: 5,758 shares 5,758 $1.2M 0.02% +1,829 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 12,238 shares; 2025Q1: 12,190 shares; 2025Q2: 12,218 shares; 2025Q3: 12,257 shares; 2025Q4: 13,332 shares; 2026Q1: 10,151 shares 10,151 $1.2M 0.02% -3,181 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,067 shares; 2026Q1: 14,435 shares 14,435 $1.19M 0.02% +5,368 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 4,273 shares; 2025Q2: 5,563 shares; 2025Q3: 5,138 shares; 2025Q4: 6,692 shares; 2026Q1: 6,946 shares 6,946 $1.19M 0.02% +254 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,709 shares; 2025Q4: 5,687 shares; 2026Q1: 26,233 shares 26,233 $1.19M 0.02% +20,546 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 8,836 shares; 2025Q1: 8,491 shares; 2025Q2: 8,564 shares; 2025Q3: 9,276 shares; 2025Q4: 9,706 shares; 2026Q1: 10,883 shares 10,883 $1.18M 0.02% +1,177 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,327 shares; 2025Q4: 17,799 shares; 2026Q1: 22,254 shares 22,254 $1.17M 0.02% +4,455 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,872 shares; 2025Q1: 6,222 shares; 2025Q2: 6,612 shares; 2025Q3: 5,487 shares; 2025Q4: 4,687 shares; 2026Q1: 4,591 shares 4,591 $1.17M 0.02% -96 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 19,399 shares; 2025Q1: 17,205 shares; 2025Q2: 7,494 shares; 2025Q3: 8,005 shares; 2025Q4: 10,993 shares; 2026Q1: 13,651 shares 13,651 $1.16M 0.02% +2,658 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 15,745 shares; 2025Q1: 19,402 shares; 2025Q2: 17,505 shares; 2025Q3: 16,667 shares; 2025Q4: 14,233 shares; 2026Q1: 19,055 shares 19,055 $1.15M 0.02% +4,822 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,502 shares 7,502 $1.15M 0.02% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,731 shares; 2024Q4: 36,601 shares; 2025Q1: 33,922 shares; 2025Q2: 33,922 shares; 2025Q3: 34,636 shares; 2025Q4: 37,436 shares; 2026Q1: 40,090 shares 40,090 $1.14M 0.02% +2,654 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,021 shares 55,021 $1.14M 0.02% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 7,420 shares; 2025Q2: 8,375 shares; 2025Q3: 10,218 shares; 2025Q4: 7,895 shares; 2026Q1: 14,140 shares 14,140 $1.14M 0.02% +6,245 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,342 shares; 2025Q3: 4,060 shares; 2025Q4: 4,060 shares; 2026Q1: 3,772 shares 3,772 $1.14M 0.02% -288 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 17,230 shares; 2025Q1: 15,188 shares; 2025Q2: 15,502 shares; 2025Q3: 16,664 shares; 2025Q4: 16,518 shares; 2026Q1: 18,522 shares 18,522 $1.14M 0.02% +2,004 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,833 shares; 2026Q1: 11,907 shares 11,907 $1.14M 0.02% +8,074 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 8,188 shares; 2025Q1: 4,127 shares; 2025Q2: 7,217 shares; 2025Q3: 6,121 shares; 2025Q4: 7,325 shares; 2026Q1: 9,403 shares 9,403 $1.11M 0.02% +2,078 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,762 shares; 2024Q4: 57,762 shares; 2025Q1: 57,839 shares; 2025Q2: 48,507 shares; 2025Q3: 48,507 shares; 2025Q4: 48,516 shares; 2026Q1: 48,691 shares 48,691 $1.11M 0.02% +175 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,331 shares; 2026Q1: 28,331 shares 28,331 $1.1M 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,455 shares; 2025Q2: 7,796 shares; 2025Q3: 7,796 shares; 2025Q4: 7,571 shares; 2026Q1: 7,541 shares 7,541 $1.1M 0.02% -30 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,825 shares; 2025Q1: 4,820 shares; 2025Q2: 3,179 shares; 2025Q3: 3,189 shares; 2025Q4: 3,188 shares; 2026Q1: 3,194 shares 3,194 $1.1M 0.02% +6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,620 shares; 2025Q1: 4,095 shares; 2025Q2: 5,699 shares; 2025Q3: 5,521 shares; 2025Q4: 5,701 shares; 2026Q1: 5,706 shares 5,706 $1.09M 0.02% +5 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares; 2026Q1: 6,717 shares 6,717 $1.09M 0.02% +2,396 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,705 shares; 2024Q4: 123,133 shares; 2025Q1: 88,300 shares; 2025Q2: 89,302 shares; 2025Q3: 95,128 shares; 2025Q4: 99,378 shares; 2026Q1: 111,510 shares 111,510 $1.09M 0.02% +12,132 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 28,499 shares; 2025Q1: 28,485 shares; 2025Q2: 59,876 shares; 2025Q3: 55,342 shares; 2025Q4: 55,362 shares; 2026Q1: 29,309 shares 29,309 $1.09M 0.02% -26,053 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,265 shares; 2025Q1: 16,829 shares; 2025Q2: 19,663 shares; 2025Q3: 25,701 shares; 2025Q4: 22,751 shares; 2026Q1: 21,786 shares 21,786 $1.09M 0.02% -965 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 611 shares; 2025Q1: 1,807 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares; 2025Q4: 4,087 shares; 2026Q1: 3,719 shares 3,719 $1.09M 0.02% -368 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,597 shares; 2025Q1: 10,821 shares; 2025Q2: 11,261 shares; 2025Q3: 12,052 shares; 2025Q4: 10,513 shares; 2026Q1: 11,796 shares 11,796 $1.08M 0.02% +1,283 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,605 shares 14,605 $1.08M 0.02% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,088 shares; 2024Q4: not reported; 2025Q1: 10,684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,683 shares; 2026Q1: 81,204 shares 81,204 $1.08M 0.02% +24,521 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,407 shares; 2024Q4: 51,085 shares; 2025Q1: 53,209 shares; 2025Q2: 61,375 shares; 2025Q3: 61,375 shares; 2025Q4: 42,222 shares; 2026Q1: 23,967 shares 23,967 $1.08M 0.02% -18,255 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,203 shares; 2025Q3: 3,215 shares; 2025Q4: 4,055 shares; 2026Q1: 7,506 shares 7,506 $1.08M 0.02% +3,451 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,736 shares; 2024Q4: 26,492 shares; 2025Q1: 17,985 shares; 2025Q2: 16,542 shares; 2025Q3: 10,442 shares; 2025Q4: 13,284 shares; 2026Q1: 13,683 shares 13,683 $1.08M 0.02% +399 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,482 shares; 2025Q1: 5,861 shares; 2025Q2: 5,395 shares; 2025Q3: 5,896 shares; 2025Q4: 6,034 shares; 2026Q1: 5,677 shares 5,677 $1.08M 0.02% -357 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 4,400 shares; 2025Q3: 5,161 shares; 2025Q4: 8,481 shares; 2026Q1: 9,263 shares 9,263 $1.07M 0.02% +782 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 8,426 shares; 2025Q1: 6,347 shares; 2025Q2: 3,754 shares; 2025Q3: 4,977 shares; 2025Q4: 7,731 shares; 2026Q1: 8,887 shares 8,887 $1.06M 0.02% +1,156 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,540 shares; 2025Q1: 1,116 shares; 2025Q2: 975 shares; 2025Q3: 1,997 shares; 2025Q4: 2,848 shares; 2026Q1: 2,958 shares 2,958 $1.06M 0.02% +110 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,666 shares; 2024Q4: 15,191 shares; 2025Q1: 15,452 shares; 2025Q2: 12,845 shares; 2025Q3: 7,076 shares; 2025Q4: 9,117 shares; 2026Q1: 8,736 shares 8,736 $1.06M 0.02% -381 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,437 shares; 2024Q4: 4,744 shares; 2025Q1: 5,977 shares; 2025Q2: 5,973 shares; 2025Q3: 5,608 shares; 2025Q4: 3,724 shares; 2026Q1: 13,077 shares 13,077 $1.06M 0.02% +9,353 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,474 shares; 2024Q4: 10,410 shares; 2025Q1: 28,711 shares; 2025Q2: 17,929 shares; 2025Q3: 13,821 shares; 2025Q4: 9,746 shares; 2026Q1: 5,343 shares 5,343 $1.06M 0.02% -4,403 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,512 shares; 2025Q4: 20,606 shares; 2026Q1: 23,051 shares 23,051 $1.06M 0.02% +2,445 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; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 6,803 shares; 2025Q1: 6,834 shares; 2025Q2: 6,843 shares; 2025Q3: 7,690 shares; 2025Q4: 10,191 shares; 2026Q1: 9,234 shares 9,234 $1.05M 0.02% -957 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,060 shares; 2026Q1: 22,567 shares 22,567 $1.04M 0.02% -493 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 16,649 shares; 2025Q1: 17,128 shares; 2025Q2: 17,250 shares; 2025Q3: 17,444 shares; 2025Q4: 17,338 shares; 2026Q1: 18,458 shares 18,458 $1.04M 0.02% +1,120 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,186 shares; 2025Q1: 4,553 shares; 2025Q2: 4,636 shares; 2025Q3: 4,764 shares; 2025Q4: 4,896 shares; 2026Q1: 9,782 shares 9,782 $1.03M 0.02% +4,886 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,642 shares 16,642 $1.03M 0.02% new Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,931 shares; 2025Q1: 9,097 shares; 2025Q2: 9,200 shares; 2025Q3: 9,798 shares; 2025Q4: 10,239 shares; 2026Q1: 11,459 shares 11,459 $1.02M 0.02% +1,220 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,498 shares; 2025Q1: 5,810 shares; 2025Q2: 3,307 shares; 2025Q3: 4,101 shares; 2025Q4: 4,578 shares; 2026Q1: 7,237 shares 7,237 $1.02M 0.02% +2,659 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 6,515 shares; 2025Q1: 6,279 shares; 2025Q2: 6,864 shares; 2025Q3: 5,688 shares; 2025Q4: 10,871 shares; 2026Q1: 11,230 shares 11,230 $1.02M 0.02% +359 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,789 shares; 2025Q1: 3,868 shares; 2025Q2: 4,051 shares; 2025Q3: 4,278 shares; 2025Q4: 4,461 shares; 2026Q1: 4,991 shares 4,991 $1.01M 0.02% +530 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,523 shares; 2026Q1: 13,780 shares 13,780 $1.01M 0.02% +3,257 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 9,470 shares; 2025Q4: 18,811 shares; 2026Q1: 19,360 shares 19,360 $1.01M 0.02% +549 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,391 shares 24,391 $1.01M 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,286 shares; 2024Q4: 38,007 shares; 2025Q1: 39,230 shares; 2025Q2: 38,687 shares; 2025Q3: 38,569 shares; 2025Q4: 38,092 shares; 2026Q1: 38,441 shares 38,441 $1M 0.02% +349 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 35,774 shares; 2025Q1: 35,971 shares; 2025Q2: 35,971 shares; 2025Q3: 37,878 shares; 2025Q4: 39,820 shares; 2026Q1: 44,842 shares 44,842 $998K 0.02% +5,022 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,738 shares; 2024Q4: 19,272 shares; 2025Q1: 16,868 shares; 2025Q2: 15,923 shares; 2025Q3: 5,219 shares; 2025Q4: 5,729 shares; 2026Q1: 5,027 shares 5,027 $997K 0.02% -702 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,745 shares 10,745 $993K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,173 shares; 2025Q1: 3,174 shares; 2025Q2: 3,254 shares; 2025Q3: 3,410 shares; 2025Q4: 3,416 shares; 2026Q1: 3,530 shares 3,530 $992K 0.02% +114 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,007 shares; 2025Q1: 10,782 shares; 2025Q2: 11,167 shares; 2025Q3: 11,473 shares; 2025Q4: 11,059 shares; 2026Q1: 11,120 shares 11,120 $983K 0.02% +61 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 21,231 shares; 2025Q1: 20,999 shares; 2025Q2: 56,003 shares; 2025Q3: 50,601 shares; 2025Q4: 33,136 shares; 2026Q1: 29,245 shares 29,245 $981K 0.02% -3,891 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,936 shares; 2024Q4: 28,997 shares; 2025Q1: 28,096 shares; 2025Q2: 28,430 shares; 2025Q3: 30,352 shares; 2025Q4: 31,677 shares; 2026Q1: 35,472 shares 35,472 $975K 0.02% +3,795 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,435 shares; 2025Q1: 11,486 shares; 2025Q2: 10,046 shares; 2025Q3: 10,514 shares; 2025Q4: 11,027 shares; 2026Q1: 10,999 shares 10,999 $973K 0.02% -28 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,149 shares; 2025Q1: 3,212 shares; 2025Q2: 5,686 shares; 2025Q3: 5,751 shares; 2025Q4: 5,694 shares; 2026Q1: 3,639 shares 3,639 $971K 0.02% -2,055 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,628 shares; 2025Q3: 8,634 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares 8,628 $969K 0.02% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares 5,552 $964K 0.02% new Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,205 shares; 2025Q3: 4,202 shares; 2025Q4: 7,252 shares; 2026Q1: 8,866 shares 8,866 $955K 0.02% +1,614 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,189 shares 5,189 $950K 0.02% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,463 shares; 2024Q4: 29,139 shares; 2025Q1: 44,138 shares; 2025Q2: 46,261 shares; 2025Q3: 47,175 shares; 2025Q4: 36,024 shares; 2026Q1: 32,197 shares 32,197 $948K 0.02% -3,827 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,972 shares; 2024Q4: 62,883 shares; 2025Q1: 53,635 shares; 2025Q2: 60,240 shares; 2025Q3: 63,869 shares; 2025Q4: 15,330 shares; 2026Q1: 16,884 shares 16,884 $942K 0.02% +1,554 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,801 shares; 2024Q4: 47,487 shares; 2025Q1: 53,851 shares; 2025Q2: 55,040 shares; 2025Q3: 59,276 shares; 2025Q4: 71,412 shares; 2026Q1: 72,800 shares 72,800 $938K 0.02% +1,388 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 18,379 shares; 2025Q2: 12,886 shares; 2025Q3: 15,954 shares; 2025Q4: 20,554 shares; 2026Q1: 21,429 shares 21,429 $936K 0.02% +875 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 2,595 shares; 2025Q1: 2,923 shares; 2025Q2: 2,811 shares; 2025Q3: 2,338 shares; 2025Q4: 2,797 shares; 2026Q1: 3,138 shares 3,138 $934K 0.02% +341 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,377 shares; 2026Q1: 5,655 shares 5,655 $933K 0.02% +3,278 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 4,009 shares; 2025Q1: 4,328 shares; 2025Q2: 1,733 shares; 2025Q3: 1,927 shares; 2025Q4: 2,385 shares; 2026Q1: 2,168 shares 2,168 $933K 0.02% -217 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 11,330 shares; 2025Q1: 12,543 shares; 2025Q2: 10,294 shares; 2025Q3: 19,783 shares; 2025Q4: 25,466 shares; 2026Q1: 27,515 shares 27,515 $928K 0.02% +2,049 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 9,441 shares; 2025Q1: 10,886 shares; 2025Q2: 10,886 shares; 2025Q3: 10,886 shares; 2025Q4: 12,276 shares; 2026Q1: 12,276 shares 12,276 $926K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 1,319 shares; 2025Q1: 1,205 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 2,502 shares 2,502 $919K 0.02% +1,332 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares; 2026Q1: 12,265 shares 12,265 $919K 0.02% +8,375 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,518 shares; 2024Q4: 21,368 shares; 2025Q1: 23,024 shares; 2025Q2: 20,157 shares; 2025Q3: 18,484 shares; 2025Q4: 29,365 shares; 2026Q1: 34,508 shares 34,508 $915K 0.02% +5,143 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 2,787 shares; 2025Q1: 2,333 shares; 2025Q2: 2,223 shares; 2025Q3: 2,055 shares; 2025Q4: 2,042 shares; 2026Q1: 2,832 shares 2,832 $908K 0.02% +790 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,734 shares; 2026Q1: 11,623 shares 11,623 $906K 0.02% +1,889 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,387 shares 136,387 $904K 0.02% new Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,817 shares; 2025Q1: 26,866 shares; 2025Q2: 26,717 shares; 2025Q3: 30,352 shares; 2025Q4: 36,357 shares; 2026Q1: 38,231 shares 38,231 $903K 0.02% +1,874 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 12,632 shares; 2025Q2: 17,097 shares; 2025Q3: 17,096 shares; 2025Q4: 23,675 shares; 2026Q1: 26,775 shares 26,775 $902K 0.02% +3,100 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,442 shares; 2026Q1: 28,551 shares 28,551 $899K 0.02% +3,109 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,967 shares; 2024Q4: 32,474 shares; 2025Q1: 32,281 shares; 2025Q2: 33,516 shares; 2025Q3: 35,724 shares; 2025Q4: 37,296 shares; 2026Q1: 41,873 shares 41,873 $894K 0.02% +4,577 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 50,649 shares; 2025Q1: 49,594 shares; 2025Q2: 36,508 shares; 2025Q3: 36,466 shares; 2025Q4: 14,434 shares; 2026Q1: 15,599 shares 15,599 $889K 0.02% +1,165 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,819 shares; 2025Q2: 21,522 shares; 2025Q3: 21,726 shares; 2025Q4: 23,026 shares; 2026Q1: 26,342 shares 26,342 $888K 0.02% +3,316 Timeline AMERICAN FUNDS EUPAC F1 AMERICAN FUNDS EUPAC F1 More: the full row for AMERICAN FUNDS EUPAC F1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,303 shares; 2024Q4: 16,317 shares; 2025Q1: 16,317 shares; 2025Q2: 16,326 shares; 2025Q3: 16,326 shares; 2025Q4: 15,649 shares; 2026Q1: 15,186 shares 15,186 $887K 0.02% -463 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 10,544 shares; 2025Q1: 11,079 shares; 2025Q2: 10,560 shares; 2025Q3: 8,695 shares; 2025Q4: 9,376 shares; 2026Q1: 9,888 shares 9,888 $886K 0.02% +512 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,606 shares; 2025Q1: 35,171 shares; 2025Q2: 25,260 shares; 2025Q3: 59,386 shares; 2025Q4: 89,458 shares; 2026Q1: 46,087 shares 46,087 $885K 0.02% -43,371 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,850 shares; 2026Q1: 36,950 shares 36,950 $885K 0.02% +100 Timeline COLUMBIA DIVIDENT INCOME COLUMBIA DIVIDENT INCOME More: the full row for COLUMBIA DIVIDENT INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,320 shares; 2024Q4: 29,010 shares; 2025Q1: 28,938 shares; 2025Q2: 28,650 shares; 2025Q3: 22,408 shares; 2025Q4: 23,064 shares; 2026Q1: 23,138 shares 23,138 $882K 0.02% +74 CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,605 shares; 2025Q3: 14,832 shares; 2025Q4: 8,814 shares; 2026Q1: 11,301 shares 11,301 $880K 0.02% +2,487 Timeline