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: 74,388 shares; 2024Q4: 72,613 shares; 2025Q1: 73,184 shares; 2025Q2: 119,106 shares; 2025Q3: 176,371 shares; 2025Q4: 1,608,892 shares; 2026Q1: 2,642,855 shares 2,642,855 $184M 4% +1,033,963 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,675 shares; 2024Q4: 358,194 shares; 2025Q1: 349,609 shares; 2025Q2: 347,184 shares; 2025Q3: 373,750 shares; 2025Q4: 447,640 shares; 2026Q1: 436,694 shares 436,694 $111M 2.41% -10,946 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679,413 shares; 2024Q4: 694,471 shares; 2025Q1: 673,454 shares; 2025Q2: 776,753 shares; 2025Q3: 793,659 shares; 2025Q4: 793,616 shares; 2026Q1: 793,601 shares 793,601 $91.7M 1.99% -15 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,286 shares; 2024Q4: 491,543 shares; 2025Q1: 535,161 shares; 2025Q2: 638,391 shares; 2025Q3: 770,585 shares; 2025Q4: 748,901 shares; 2026Q1: 747,310 shares 747,310 $88.6M 1.92% -1,591 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: 231,132 shares; 2024Q4: 227,024 shares; 2025Q1: 226,692 shares; 2025Q2: 222,955 shares; 2025Q3: 232,005 shares; 2025Q4: 262,458 shares; 2026Q1: 228,225 shares 228,225 $84.5M 1.83% -34,233 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: 350,666 shares; 2024Q4: 346,039 shares; 2025Q1: 345,922 shares; 2025Q2: 347,587 shares; 2025Q3: 381,181 shares; 2025Q4: 421,950 shares; 2026Q1: 447,079 shares 447,079 $78M 1.69% +25,129 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: 154,438 shares; 2024Q4: 204,812 shares; 2025Q1: 207,021 shares; 2025Q2: 228,906 shares; 2025Q3: 242,393 shares; 2025Q4: 266,891 shares; 2026Q1: 262,097 shares 262,097 $75.4M 1.64% -4,794 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,152 shares; 2024Q4: 410,741 shares; 2025Q1: 359,072 shares; 2025Q2: 350,347 shares; 2025Q3: 742,068 shares; 2025Q4: 736,394 shares; 2026Q1: 823,328 shares 823,328 $68M 1.48% +86,934 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,326 shares; 2024Q4: 304,281 shares; 2025Q1: 330,000 shares; 2025Q2: 360,192 shares; 2025Q3: 372,585 shares; 2025Q4: 708,773 shares; 2026Q1: 759,691 shares 759,691 $67.4M 1.46% +50,918 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: 227,445 shares; 2024Q4: 262,302 shares; 2025Q1: 250,743 shares; 2025Q2: 260,999 shares; 2025Q3: 255,406 shares; 2025Q4: 252,636 shares; 2026Q1: 225,659 shares 225,659 $64.7M 1.41% -26,977 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: 241,352 shares; 2024Q4: 242,550 shares; 2025Q1: 247,050 shares; 2025Q2: 244,664 shares; 2025Q3: 267,190 shares; 2025Q4: 297,680 shares; 2026Q1: 308,979 shares 308,979 $64.4M 1.4% +11,299 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: 52,289 shares; 2024Q4: 74,087 shares; 2025Q1: 150,274 shares; 2025Q2: 206,941 shares; 2025Q3: 287,551 shares; 2025Q4: 519,636 shares; 2026Q1: 620,251 shares 620,251 $62.4M 1.36% +100,615 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,680 shares; 2024Q4: 741,880 shares; 2025Q1: 1,058,867 shares; 2025Q2: 1,073,502 shares; 2025Q3: 1,067,387 shares; 2025Q4: 1,068,299 shares; 2026Q1: 1,061,848 shares 1,061,848 $52.5M 1.14% -6,451 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,112 shares; 2024Q4: 994,198 shares; 2025Q1: 977,975 shares; 2025Q2: 944,730 shares; 2025Q3: 921,812 shares; 2025Q4: 921,304 shares; 2026Q1: 913,080 shares 913,080 $46.2M 1% -8,224 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431,444 shares; 2025Q1: 494,581 shares; 2025Q2: 505,086 shares; 2025Q3: 515,937 shares; 2025Q4: 517,209 shares; 2026Q1: 876,826 shares 876,826 $44.6M 0.97% +359,617 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: not reported; 2025Q3: 1,507,331 shares; 2025Q4: 732,363 shares; 2026Q1: 732,328 shares 732,328 $43.5M 0.94% -35 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: 97,677 shares; 2024Q4: 123,598 shares; 2025Q1: 147,558 shares; 2025Q2: 178,096 shares; 2025Q3: 181,600 shares; 2025Q4: 188,069 shares; 2026Q1: 197,610 shares 197,610 $38.8M 0.84% +9,541 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745,522 shares; 2025Q3: 745,522 shares; 2025Q4: 745,618 shares; 2026Q1: 745,522 shares 745,522 $37.2M 0.81% -96 Timeline IXC 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: 614,487 shares; 2024Q4: 611,124 shares; 2025Q1: 608,099 shares; 2025Q2: 596,807 shares; 2025Q3: 617,015 shares; 2025Q4: 624,706 shares; 2026Q1: 639,418 shares 639,418 $36.8M 0.8% +14,712 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,351 shares; 2024Q4: 593,754 shares; 2025Q1: 619,935 shares; 2025Q2: 646,829 shares; 2025Q3: 642,226 shares; 2025Q4: 657,412 shares; 2026Q1: 660,637 shares 660,637 $34.3M 0.74% +3,225 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254,101 shares; 2025Q1: 568,595 shares; 2025Q2: 645,725 shares; 2025Q3: 660,111 shares; 2025Q4: 678,314 shares; 2026Q1: 686,434 shares 686,434 $33.9M 0.74% +8,120 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: 9,555 shares; 2024Q4: 9,942 shares; 2025Q1: 10,050 shares; 2025Q2: 7,412 shares; 2025Q3: 522,022 shares; 2025Q4: 289,329 shares; 2026Q1: 289,021 shares 289,021 $33.8M 0.73% -308 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: 1,012,501 shares; 2024Q4: 1,009,345 shares; 2025Q1: 949,326 shares; 2025Q2: 952,471 shares; 2025Q3: 908,159 shares; 2025Q4: 894,406 shares; 2026Q1: 876,343 shares 876,343 $33.2M 0.72% -18,063 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: 124,373 shares; 2024Q4: 124,645 shares; 2025Q1: 89,079 shares; 2025Q2: 92,174 shares; 2025Q3: 90,432 shares; 2025Q4: 94,545 shares; 2026Q1: 108,359 shares 108,359 $31.9M 0.69% +13,814 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: 69,433 shares; 2024Q4: 111,380 shares; 2025Q1: 159,559 shares; 2025Q2: 257,044 shares; 2025Q3: 257,385 shares; 2025Q4: 256,092 shares; 2026Q1: 262,297 shares 262,297 $31.8M 0.69% +6,205 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: 40,054 shares; 2024Q4: 38,438 shares; 2025Q1: 39,119 shares; 2025Q2: 50,264 shares; 2025Q3: 110,554 shares; 2025Q4: 110,698 shares; 2026Q1: 84,057 shares 84,057 $30.1M 0.65% -26,641 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: 147,018 shares; 2024Q4: 156,620 shares; 2025Q1: 170,406 shares; 2025Q2: 229,935 shares; 2025Q3: 243,729 shares; 2025Q4: 302,198 shares; 2026Q1: 325,625 shares 325,625 $29.5M 0.64% +23,427 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: 104,551 shares; 2024Q4: 104,064 shares; 2025Q1: 132,006 shares; 2025Q2: 157,529 shares; 2025Q3: 157,793 shares; 2025Q4: 154,305 shares; 2026Q1: 171,288 shares 171,288 $28.1M 0.61% +16,983 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 29,810 shares; 2025Q1: 30,418 shares; 2025Q2: 32,056 shares; 2025Q3: 32,758 shares; 2025Q4: 42,522 shares; 2026Q1: 42,996 shares 42,996 $28M 0.61% +474 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,624 shares; 2025Q1: 1,673 shares; 2025Q2: 1,845 shares; 2025Q3: 212,180 shares; 2025Q4: 80,894 shares; 2026Q1: 32,945 shares 32,945 $27.9M 0.6% -47,949 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982,870 shares; 2024Q4: 1,004,175 shares; 2025Q1: 1,009,356 shares; 2025Q2: 1,036,274 shares; 2025Q3: 1,058,743 shares; 2025Q4: 1,078,317 shares; 2026Q1: 1,086,213 shares 1,086,213 $27.3M 0.59% +7,896 Timeline SPHQ 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: 281,151 shares; 2024Q4: 304,073 shares; 2025Q1: 319,604 shares; 2025Q2: 332,014 shares; 2025Q3: 349,784 shares; 2025Q4: 340,324 shares; 2026Q1: 346,195 shares 346,195 $26M 0.56% +5,871 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: 37,202 shares; 2024Q4: 36,542 shares; 2025Q1: 40,309 shares; 2025Q2: 41,689 shares; 2025Q3: 44,268 shares; 2025Q4: 45,327 shares; 2026Q1: 53,550 shares 53,550 $25.7M 0.56% +8,223 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498,718 shares; 2025Q1: 473,562 shares; 2025Q2: 480,988 shares; 2025Q3: 486,475 shares; 2025Q4: 489,625 shares; 2026Q1: 475,437 shares 475,437 $25.6M 0.56% -14,188 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,579 shares; 2024Q4: 136,212 shares; 2025Q1: 139,602 shares; 2025Q2: 141,768 shares; 2025Q3: 141,768 shares; 2025Q4: 142,837 shares; 2026Q1: 145,844 shares 145,844 $25.2M 0.55% +3,007 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: 81,195 shares; 2024Q4: 80,143 shares; 2025Q1: 77,099 shares; 2025Q2: 57,868 shares; 2025Q3: 57,922 shares; 2025Q4: 56,817 shares; 2026Q1: 57,374 shares 57,374 $25.1M 0.54% +557 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: 332,108 shares; 2024Q4: 339,116 shares; 2025Q1: 313,753 shares; 2025Q2: 319,270 shares; 2025Q3: 323,749 shares; 2025Q4: 350,699 shares; 2026Q1: 305,390 shares 305,390 $23.7M 0.51% -45,309 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: 199,000 shares; 2024Q4: 282,360 shares; 2025Q1: 274,071 shares; 2025Q2: 260,541 shares; 2025Q3: 249,566 shares; 2025Q4: 234,780 shares; 2026Q1: 318,036 shares 318,036 $22.9M 0.5% +83,256 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021,627 shares; 2024Q4: 1,032,818 shares; 2025Q1: 1,006,173 shares; 2025Q2: 1,033,582 shares; 2025Q3: 779,499 shares; 2025Q4: 781,910 shares; 2026Q1: 794,294 shares 794,294 $22.8M 0.5% +12,384 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: 62,943 shares; 2024Q4: 63,256 shares; 2025Q1: 56,593 shares; 2025Q2: 58,390 shares; 2025Q3: 66,022 shares; 2025Q4: 86,403 shares; 2026Q1: 72,225 shares 72,225 $22.4M 0.49% -14,178 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,829 shares; 2025Q3: 37,510 shares; 2025Q4: 207,177 shares; 2026Q1: 331,471 shares 331,471 $22.2M 0.48% +124,294 Timeline REZ 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: 146,829 shares; 2024Q4: 154,824 shares; 2025Q1: 149,599 shares; 2025Q2: 162,276 shares; 2025Q3: 167,653 shares; 2025Q4: 229,453 shares; 2026Q1: 266,843 shares 266,843 $22.2M 0.48% +37,390 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,411 shares; 2025Q2: 238,980 shares; 2025Q3: 406,388 shares; 2025Q4: 605,504 shares; 2026Q1: 829,645 shares 829,645 $21.7M 0.47% +224,141 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 25,289 shares; 2025Q1: 30,001 shares; 2025Q2: 35,038 shares; 2025Q3: 36,277 shares; 2025Q4: 35,685 shares; 2026Q1: 36,084 shares 36,084 $21.6M 0.47% +399 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: 30,917 shares; 2024Q4: 30,908 shares; 2025Q1: 30,725 shares; 2025Q2: 33,078 shares; 2025Q3: 36,877 shares; 2025Q4: 47,182 shares; 2026Q1: 37,668 shares 37,668 $21.6M 0.47% -9,514 Timeline SPTS 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: 1,353,399 shares; 2024Q4: 1,126,101 shares; 2025Q1: 933,723 shares; 2025Q2: 845,495 shares; 2025Q3: 828,952 shares; 2025Q4: 760,572 shares; 2026Q1: 731,553 shares 731,553 $21.3M 0.46% -29,019 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: 106,375 shares; 2024Q4: 107,355 shares; 2025Q1: 112,749 shares; 2025Q2: 169,738 shares; 2025Q3: 170,723 shares; 2025Q4: 170,461 shares; 2026Q1: 165,270 shares 165,270 $20.5M 0.45% -5,191 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,297 shares; 2024Q4: 19,910 shares; 2025Q1: 18,088 shares; 2025Q2: 18,373 shares; 2025Q3: 19,096 shares; 2025Q4: 21,547 shares; 2026Q1: 20,532 shares 20,532 $20.5M 0.44% -1,015 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,960 shares; 2024Q4: 369,590 shares; 2025Q1: 344,790 shares; 2025Q2: 398,186 shares; 2025Q3: 420,052 shares; 2025Q4: 533,261 shares; 2026Q1: 572,970 shares 572,970 $19.4M 0.42% +39,709 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,928 shares; 2024Q4: 33,518 shares; 2025Q1: 32,917 shares; 2025Q2: 32,704 shares; 2025Q3: 32,935 shares; 2025Q4: 34,082 shares; 2026Q1: 33,105 shares 33,105 $19.1M 0.41% -977 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: 82,900 shares; 2024Q4: 73,286 shares; 2025Q1: 157,078 shares; 2025Q2: 160,020 shares; 2025Q3: 214,268 shares; 2025Q4: 218,117 shares; 2026Q1: 204,045 shares 204,045 $18.4M 0.4% -14,072 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858,044 shares; 2024Q4: 3,599,524 shares; 2025Q1: 3,595,128 shares; 2025Q2: 3,280,654 shares; 2025Q3: 3,376,960 shares; 2025Q4: 3,441,903 shares; 2026Q1: 3,460,447 shares 3,460,447 $18M 0.39% +18,544 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: 14,435 shares; 2024Q4: 125,985 shares; 2025Q1: 122,921 shares; 2025Q2: 173,804 shares; 2025Q3: 160,100 shares; 2025Q4: 158,944 shares; 2026Q1: 157,023 shares 157,023 $17.8M 0.39% -1,921 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: 79,435 shares; 2024Q4: 80,138 shares; 2025Q1: 61,996 shares; 2025Q2: 56,602 shares; 2025Q3: 55,408 shares; 2025Q4: 51,793 shares; 2026Q1: 51,940 shares 51,940 $17.6M 0.38% +147 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,462 shares; 2024Q4: 296,262 shares; 2025Q1: 297,001 shares; 2025Q2: 297,985 shares; 2025Q3: 296,928 shares; 2025Q4: 297,933 shares; 2026Q1: 306,736 shares 306,736 $17.5M 0.38% +8,803 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: 316,474 shares; 2024Q4: 325,927 shares; 2025Q1: 323,578 shares; 2025Q2: 331,372 shares; 2025Q3: 339,026 shares; 2025Q4: 412,946 shares; 2026Q1: 357,243 shares 357,243 $17.4M 0.38% -55,703 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,073 shares; 2024Q4: 564,427 shares; 2025Q1: 434,972 shares; 2025Q2: 441,552 shares; 2025Q3: 442,284 shares; 2025Q4: 440,169 shares; 2026Q1: 359,938 shares 359,938 $17.2M 0.37% -80,231 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,458 shares; 2025Q1: 137,712 shares; 2025Q2: 171,911 shares; 2025Q3: 190,805 shares; 2025Q4: 316,767 shares; 2026Q1: 339,907 shares 339,907 $17.1M 0.37% +23,140 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: 193,024 shares; 2024Q4: 195,266 shares; 2025Q1: 215,888 shares; 2025Q2: 214,247 shares; 2025Q3: 223,100 shares; 2025Q4: 221,226 shares; 2026Q1: 225,690 shares 225,690 $16.9M 0.37% +4,464 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: 29,472 shares; 2024Q4: 48,885 shares; 2025Q1: 49,896 shares; 2025Q2: 57,978 shares; 2025Q3: 58,826 shares; 2025Q4: 60,393 shares; 2026Q1: 49,965 shares 49,965 $16.9M 0.37% -10,428 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009,783 shares; 2024Q4: 1,004,946 shares; 2025Q1: 716,698 shares; 2025Q2: 740,252 shares; 2025Q3: 730,369 shares; 2025Q4: 835,817 shares; 2026Q1: 692,615 shares 692,615 $16.8M 0.37% -143,202 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962,106 shares; 2024Q4: 961,587 shares; 2025Q1: 896,555 shares; 2025Q2: 899,176 shares; 2025Q3: 858,727 shares; 2025Q4: 877,757 shares; 2026Q1: 862,598 shares 862,598 $16.6M 0.36% -15,159 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,060 shares; 2024Q4: 60,452 shares; 2025Q1: 99,430 shares; 2025Q2: 106,787 shares; 2025Q3: 106,899 shares; 2025Q4: 109,428 shares; 2026Q1: 83,826 shares 83,826 $16.6M 0.36% -25,602 Timeline VCIT 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: 82,329 shares; 2024Q4: 80,689 shares; 2025Q1: 82,424 shares; 2025Q2: 111,806 shares; 2025Q3: 115,075 shares; 2025Q4: 130,949 shares; 2026Q1: 200,257 shares 200,257 $16.6M 0.36% +69,308 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: 105,606 shares; 2024Q4: 104,282 shares; 2025Q1: 87,802 shares; 2025Q2: 77,871 shares; 2025Q3: 75,607 shares; 2025Q4: 75,189 shares; 2026Q1: 111,928 shares 111,928 $16.5M 0.36% +36,739 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: 111,900 shares; 2024Q4: 108,751 shares; 2025Q1: 57,627 shares; 2025Q2: 63,507 shares; 2025Q3: 65,816 shares; 2025Q4: 74,701 shares; 2026Q1: 66,668 shares 66,668 $16.3M 0.35% -8,033 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 24,292 shares; 2025Q1: 24,389 shares; 2025Q2: 23,158 shares; 2025Q3: 33,980 shares; 2025Q4: 54,971 shares; 2026Q1: 56,429 shares 56,429 $15.4M 0.33% +1,458 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: 216,938 shares; 2024Q4: 218,933 shares; 2025Q1: 173,898 shares; 2025Q2: 183,093 shares; 2025Q3: 194,826 shares; 2025Q4: 194,563 shares; 2026Q1: 164,042 shares 164,042 $15.3M 0.33% -30,521 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,603 shares; 2024Q4: 89,903 shares; 2025Q1: 91,742 shares; 2025Q2: 96,789 shares; 2025Q3: 97,942 shares; 2025Q4: 100,985 shares; 2026Q1: 104,483 shares 104,483 $15.2M 0.33% +3,498 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: 27,169 shares; 2024Q4: 35,546 shares; 2025Q1: 31,399 shares; 2025Q2: 34,111 shares; 2025Q3: 41,674 shares; 2025Q4: 51,825 shares; 2026Q1: 40,223 shares 40,223 $15M 0.32% -11,602 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,310 shares; 2024Q4: 15,348 shares; 2025Q1: 14,948 shares; 2025Q2: 22,385 shares; 2025Q3: 22,410 shares; 2025Q4: 22,307 shares; 2026Q1: 21,285 shares 21,285 $14.9M 0.32% -1,022 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: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 16,268 shares; 2025Q2: 42,755 shares; 2025Q3: 42,093 shares; 2025Q4: 42,056 shares; 2026Q1: 43,083 shares 43,083 $14.8M 0.32% +1,027 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: 11,256 shares; 2024Q4: 10,288 shares; 2025Q1: 9,210 shares; 2025Q2: 8,963 shares; 2025Q3: 10,667 shares; 2025Q4: 12,210 shares; 2026Q1: 16,020 shares 16,020 $14.7M 0.32% +3,810 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: 68,711 shares; 2024Q4: 68,221 shares; 2025Q1: 66,722 shares; 2025Q2: 68,243 shares; 2025Q3: 69,087 shares; 2025Q4: 67,759 shares; 2026Q1: 68,199 shares 68,199 $14.7M 0.32% +440 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,026 shares; 2025Q1: 65,284 shares; 2025Q2: 66,635 shares; 2025Q3: 65,342 shares; 2025Q4: 70,695 shares; 2026Q1: 70,429 shares 70,429 $14.6M 0.32% -266 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: 4,759 shares; 2024Q4: 4,314 shares; 2025Q1: 5,034 shares; 2025Q2: 5,148 shares; 2025Q3: 5,563 shares; 2025Q4: 5,652 shares; 2026Q1: 33,654 shares 33,654 $14.6M 0.32% +28,002 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: 323,263 shares; 2024Q4: 486,702 shares; 2025Q1: 417,343 shares; 2025Q2: 480,954 shares; 2025Q3: 535,282 shares; 2025Q4: 509,959 shares; 2026Q1: 512,735 shares 512,735 $14.4M 0.31% +2,776 Timeline REM 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: 37,123 shares; 2024Q4: 36,693 shares; 2025Q1: 303,446 shares; 2025Q2: 321,751 shares; 2025Q3: 335,695 shares; 2025Q4: 344,660 shares; 2026Q1: 666,652 shares 666,652 $14.3M 0.31% +321,992 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: 106,345 shares; 2024Q4: 107,743 shares; 2025Q1: 104,137 shares; 2025Q2: 111,038 shares; 2025Q3: 114,610 shares; 2025Q4: 123,026 shares; 2026Q1: 108,740 shares 108,740 $14M 0.3% -14,286 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,858 shares; 2024Q4: 100,718 shares; 2025Q1: 107,430 shares; 2025Q2: 114,281 shares; 2025Q3: 118,959 shares; 2025Q4: 114,263 shares; 2026Q1: 119,132 shares 119,132 $13.6M 0.3% +4,869 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,395 shares; 2024Q4: 15,047 shares; 2025Q1: 13,662 shares; 2025Q2: 13,116 shares; 2025Q3: 1,013,516 shares; 2025Q4: 372,237 shares; 2026Q1: 320,394 shares 320,394 $13.6M 0.3% -51,843 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512,005 shares; 2024Q4: 3,627,669 shares; 2025Q1: 3,689,293 shares; 2025Q2: 3,449,530 shares; 2025Q3: 3,053,135 shares; 2025Q4: 3,079,241 shares; 2026Q1: 2,200,519 shares 2,200,519 $13.2M 0.29% -878,722 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788,501 shares; 2024Q4: 836,916 shares; 2025Q1: 837,332 shares; 2025Q2: 882,669 shares; 2025Q3: 863,504 shares; 2025Q4: 896,662 shares; 2026Q1: 916,288 shares 916,288 $13.2M 0.29% +19,626 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 197,129 shares; 2026Q1: 143,474 shares 143,474 $13.2M 0.29% -53,655 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,514 shares; 2024Q4: 69,123 shares; 2025Q1: 93,498 shares; 2025Q2: 94,305 shares; 2025Q3: 93,169 shares; 2025Q4: 102,760 shares; 2026Q1: 103,642 shares 103,642 $13.2M 0.29% +882 Timeline EWZ 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: 234,826 shares; 2024Q4: 229,234 shares; 2025Q1: 311,031 shares; 2025Q2: 327,118 shares; 2025Q3: 326,081 shares; 2025Q4: 332,236 shares; 2026Q1: 342,613 shares 342,613 $13.2M 0.29% +10,377 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,699 shares; 2024Q4: 16,131 shares; 2025Q1: 14,866 shares; 2025Q2: 1,306,474 shares; 2025Q3: 1,288,474 shares; 2025Q4: 1,174,901 shares; 2026Q1: 1,154,920 shares 1,154,920 $12.6M 0.27% -19,981 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: 39,012 shares; 2024Q4: 40,054 shares; 2025Q1: 39,749 shares; 2025Q2: 29,414 shares; 2025Q3: 29,184 shares; 2025Q4: 70,693 shares; 2026Q1: 72,866 shares 72,866 $12.6M 0.27% +2,173 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 67,516 shares; 2025Q4: 67,654 shares; 2026Q1: 125,599 shares 125,599 $12.5M 0.27% +57,945 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: 55,513 shares; 2024Q4: 57,612 shares; 2025Q1: 48,697 shares; 2025Q2: 49,400 shares; 2025Q3: 52,578 shares; 2025Q4: 54,375 shares; 2026Q1: 56,735 shares 56,735 $12.3M 0.27% +2,360 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: 114,402 shares; 2024Q4: 116,771 shares; 2025Q1: 113,879 shares; 2025Q2: 113,664 shares; 2025Q3: 117,577 shares; 2025Q4: 114,765 shares; 2026Q1: 127,952 shares 127,952 $12.3M 0.27% +13,187 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,247 shares; 2024Q4: 222,501 shares; 2025Q1: 220,791 shares; 2025Q2: 636,134 shares; 2025Q3: 649,542 shares; 2025Q4: 668,581 shares; 2026Q1: 681,337 shares 681,337 $12.2M 0.27% +12,756 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: 60,475 shares; 2024Q4: 57,326 shares; 2025Q1: 59,755 shares; 2025Q2: 63,304 shares; 2025Q3: 66,236 shares; 2025Q4: 68,701 shares; 2026Q1: 71,844 shares 71,844 $12.2M 0.26% +3,143 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: 8,334 shares; 2024Q4: 10,428 shares; 2025Q1: 9,890 shares; 2025Q2: 9,928 shares; 2025Q3: 10,898 shares; 2025Q4: 8,994 shares; 2026Q1: 9,197 shares 9,197 $12.1M 0.26% +203 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: 367,888 shares; 2024Q4: 375,071 shares; 2025Q1: 368,112 shares; 2025Q2: 377,866 shares; 2025Q3: 368,669 shares; 2025Q4: 362,092 shares; 2026Q1: 435,263 shares 435,263 $11.9M 0.26% +73,171 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,753 shares; 2025Q1: 157,148 shares; 2025Q2: 157,432 shares; 2025Q3: 158,354 shares; 2025Q4: 154,926 shares; 2026Q1: 155,878 shares 155,878 $11.5M 0.25% +952 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: 4,362 shares; 2024Q4: 4,403 shares; 2025Q1: 4,544 shares; 2025Q2: 6,874 shares; 2025Q3: 369,538 shares; 2025Q4: 130,473 shares; 2026Q1: 62,405 shares 62,405 $11.4M 0.25% -68,068 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: 25,627 shares; 2024Q4: 35,179 shares; 2025Q1: 35,665 shares; 2025Q2: 35,778 shares; 2025Q3: 35,586 shares; 2025Q4: 39,453 shares; 2026Q1: 59,975 shares 59,975 $11.2M 0.24% +20,522 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,661 shares; 2024Q4: 198,136 shares; 2025Q1: 224,071 shares; 2025Q2: 218,972 shares; 2025Q3: 217,506 shares; 2025Q4: 215,982 shares; 2026Q1: 167,452 shares 167,452 $11.1M 0.24% -48,530 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,437 shares; 2025Q2: 213,453 shares; 2025Q3: 220,117 shares; 2025Q4: 237,496 shares; 2026Q1: 240,245 shares 240,245 $11.1M 0.24% +2,749 Timeline RWR 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: 41,644 shares; 2024Q4: 43,835 shares; 2025Q1: 43,891 shares; 2025Q2: 45,930 shares; 2025Q3: 96,206 shares; 2025Q4: 100,114 shares; 2026Q1: 107,389 shares 107,389 $10.8M 0.24% +7,275 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: 148,008 shares; 2024Q4: 147,838 shares; 2025Q1: 106,162 shares; 2025Q2: 107,041 shares; 2025Q3: 96,332 shares; 2025Q4: 96,735 shares; 2026Q1: 101,677 shares 101,677 $10.7M 0.23% +4,942 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: 23,964 shares; 2024Q4: 24,823 shares; 2025Q1: 23,117 shares; 2025Q2: 23,913 shares; 2025Q3: 24,195 shares; 2025Q4: 24,132 shares; 2026Q1: 19,910 shares 19,910 $10.7M 0.23% -4,222 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,567 shares; 2024Q4: 83,993 shares; 2025Q1: 82,740 shares; 2025Q2: 105,816 shares; 2025Q3: 105,744 shares; 2025Q4: 102,257 shares; 2026Q1: 105,880 shares 105,880 $10.6M 0.23% +3,623 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,268 shares; 2024Q4: 215,910 shares; 2025Q1: 195,263 shares; 2025Q2: 196,288 shares; 2025Q3: 186,944 shares; 2025Q4: 189,494 shares; 2026Q1: 183,994 shares 183,994 $10.5M 0.23% -5,500 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: 22,179 shares; 2024Q4: 22,183 shares; 2025Q1: 22,528 shares; 2025Q2: 23,537 shares; 2025Q3: 25,288 shares; 2025Q4: 25,183 shares; 2026Q1: 34,735 shares 34,735 $10.5M 0.23% +9,552 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: 45,097 shares; 2024Q4: 44,080 shares; 2025Q1: 45,370 shares; 2025Q2: 49,770 shares; 2025Q3: 56,626 shares; 2025Q4: 80,778 shares; 2026Q1: 83,513 shares 83,513 $10.4M 0.23% +2,735 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: 35,872 shares; 2024Q4: 38,392 shares; 2025Q1: 40,217 shares; 2025Q2: 32,808 shares; 2025Q3: 50,653 shares; 2025Q4: 50,190 shares; 2026Q1: 49,935 shares 49,935 $10.3M 0.22% -255 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: 87,539 shares; 2024Q4: 94,161 shares; 2025Q1: 99,166 shares; 2025Q2: 112,045 shares; 2025Q3: 120,058 shares; 2025Q4: 111,116 shares; 2026Q1: 110,483 shares 110,483 $10.2M 0.22% -633 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: 38,978 shares; 2024Q4: 37,717 shares; 2025Q1: 37,217 shares; 2025Q2: 38,014 shares; 2025Q3: 38,604 shares; 2025Q4: 38,934 shares; 2026Q1: 38,740 shares 38,740 $10.1M 0.22% -194 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: 835 shares; 2024Q4: 3,865 shares; 2025Q1: 3,881 shares; 2025Q2: 8,134 shares; 2025Q3: 5,914 shares; 2025Q4: 6,201 shares; 2026Q1: 13,090 shares 13,090 $10.1M 0.22% +6,889 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,279 shares; 2024Q4: 153,533 shares; 2025Q1: 144,861 shares; 2025Q2: 150,053 shares; 2025Q3: 154,895 shares; 2025Q4: 166,653 shares; 2026Q1: 165,075 shares 165,075 $10.1M 0.22% -1,578 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: 24,204 shares; 2024Q4: 23,955 shares; 2025Q1: 23,715 shares; 2025Q2: 25,899 shares; 2025Q3: 23,977 shares; 2025Q4: 24,335 shares; 2026Q1: 15,436 shares 15,436 $10.1M 0.22% -8,899 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: 43,163 shares; 2024Q4: 13,495 shares; 2025Q1: 47,618 shares; 2025Q2: 56,284 shares; 2025Q3: 61,427 shares; 2025Q4: 60,172 shares; 2026Q1: 63,718 shares 63,718 $9.89M 0.21% +3,546 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,912 shares; 2024Q4: 774,582 shares; 2025Q1: 739,518 shares; 2025Q2: 755,879 shares; 2025Q3: 736,619 shares; 2025Q4: 576,898 shares; 2026Q1: 400,421 shares 400,421 $9.77M 0.21% -176,477 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: 150,355 shares; 2024Q4: 150,519 shares; 2025Q1: 112,538 shares; 2025Q2: 99,702 shares; 2025Q3: 98,058 shares; 2025Q4: 113,093 shares; 2026Q1: 103,545 shares 103,545 $9.73M 0.21% -9,548 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: 31,332 shares; 2024Q4: 33,206 shares; 2025Q1: 33,931 shares; 2025Q2: 34,891 shares; 2025Q3: 36,034 shares; 2025Q4: 36,734 shares; 2026Q1: 38,411 shares 38,411 $9.53M 0.21% +1,677 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240,642 shares; 2024Q4: 1,235,479 shares; 2025Q1: 1,160,047 shares; 2025Q2: 1,147,252 shares; 2025Q3: 1,095,708 shares; 2025Q4: 1,674,009 shares; 2026Q1: 1,678,741 shares 1,678,741 $9.42M 0.2% +4,732 Timeline EWY 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: 154,149 shares; 2024Q4: 152,683 shares; 2025Q1: 147,935 shares; 2025Q2: 116,905 shares; 2025Q3: 116,995 shares; 2025Q4: 107,640 shares; 2026Q1: 76,317 shares 76,317 $9.39M 0.2% -31,323 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: 66,326 shares; 2024Q4: 65,312 shares; 2025Q1: 62,838 shares; 2025Q2: 63,850 shares; 2025Q3: 64,844 shares; 2025Q4: 64,091 shares; 2026Q1: 61,276 shares 61,276 $9.07M 0.2% -2,815 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 3,341 shares; 2025Q1: 3,509 shares; 2025Q2: not reported; 2025Q3: 4,958 shares; 2025Q4: 134,759 shares; 2026Q1: 144,363 shares 144,363 $9.01M 0.2% +9,604 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: 6,565 shares; 2024Q4: 6,369 shares; 2025Q1: 6,587 shares; 2025Q2: 6,733 shares; 2025Q3: 7,369 shares; 2025Q4: 77,455 shares; 2026Q1: 92,950 shares 92,950 $8.94M 0.19% +15,495 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,469 shares; 2024Q4: 163,694 shares; 2025Q1: 164,745 shares; 2025Q2: 170,239 shares; 2025Q3: 176,288 shares; 2025Q4: 165,031 shares; 2026Q1: 169,630 shares 169,630 $8.93M 0.19% +4,599 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,355 shares; 2024Q4: 85,234 shares; 2025Q1: 74,155 shares; 2025Q2: 64,871 shares; 2025Q3: 66,509 shares; 2025Q4: 65,336 shares; 2026Q1: 71,097 shares 71,097 $8.92M 0.19% +5,761 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: 179,597 shares; 2024Q4: 136,550 shares; 2025Q1: 88,834 shares; 2025Q2: 79,056 shares; 2025Q3: 82,176 shares; 2025Q4: 79,687 shares; 2026Q1: 78,441 shares 78,441 $8.87M 0.19% -1,246 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,695 shares; 2024Q4: 30,317 shares; 2025Q1: 21,979 shares; 2025Q2: 22,629 shares; 2025Q3: 22,973 shares; 2025Q4: 25,497 shares; 2026Q1: 27,098 shares 27,098 $8.86M 0.19% +1,601 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: 32,673 shares; 2024Q4: 65,086 shares; 2025Q1: 62,253 shares; 2025Q2: 51,807 shares; 2025Q3: 53,312 shares; 2025Q4: 49,142 shares; 2026Q1: 54,098 shares 54,098 $8.67M 0.19% +4,956 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,659 shares; 2024Q4: 229,067 shares; 2025Q1: 153,021 shares; 2025Q2: 144,760 shares; 2025Q3: 142,130 shares; 2025Q4: 138,082 shares; 2026Q1: 135,403 shares 135,403 $8.62M 0.19% -2,679 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: 8,636 shares; 2025Q1: 8,365 shares; 2025Q2: 8,558 shares; 2025Q3: 8,583 shares; 2025Q4: 8,569 shares; 2026Q1: 8,767 shares 8,767 $8.43M 0.18% +198 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: 5,392 shares; 2024Q4: 5,585 shares; 2025Q1: 6,498 shares; 2025Q2: 6,559 shares; 2025Q3: 6,686 shares; 2025Q4: 6,569 shares; 2026Q1: 69,676 shares 69,676 $8.33M 0.18% +63,107 Timeline SPYM 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: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 134,000 shares; 2025Q2: 101,343 shares; 2025Q3: 108,195 shares; 2025Q4: 108,341 shares; 2026Q1: 108,342 shares 108,342 $8.29M 0.18% +1 Timeline EEMS 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: 155,682 shares; 2024Q4: 148,870 shares; 2025Q1: 123,210 shares; 2025Q2: 123,210 shares; 2025Q3: 123,210 shares; 2025Q4: 120,267 shares; 2026Q1: 119,047 shares 119,047 $8.24M 0.18% -1,220 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019,730 shares; 2024Q4: 931,550 shares; 2025Q1: 1,000,728 shares; 2025Q2: 1,317,490 shares; 2025Q3: 1,382,120 shares; 2025Q4: 1,328,937 shares; 2026Q1: 625,487 shares 625,487 $8.21M 0.18% -703,450 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,629 shares; 2024Q4: 22,120 shares; 2025Q1: 22,347 shares; 2025Q2: 22,032 shares; 2025Q3: 21,808 shares; 2025Q4: 27,704 shares; 2026Q1: 858,673 shares 858,673 $8.14M 0.18% +830,969 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,758 shares; 2024Q4: 448,057 shares; 2025Q1: 462,464 shares; 2025Q2: 500,142 shares; 2025Q3: 511,911 shares; 2025Q4: 527,230 shares; 2026Q1: 548,752 shares 548,752 $8.01M 0.17% +21,522 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: 28,741 shares; 2024Q4: 27,768 shares; 2025Q1: 28,812 shares; 2025Q2: 24,895 shares; 2025Q3: 26,440 shares; 2025Q4: 27,859 shares; 2026Q1: 69,033 shares 69,033 $7.94M 0.17% +41,174 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: 27,243 shares; 2024Q4: 28,350 shares; 2025Q1: 27,518 shares; 2025Q2: 28,062 shares; 2025Q3: 29,677 shares; 2025Q4: 29,925 shares; 2026Q1: 33,333 shares 33,333 $7.88M 0.17% +3,408 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: 1,240 shares; 2024Q4: 1,352 shares; 2025Q1: 12,260 shares; 2025Q2: 12,761 shares; 2025Q3: 12,955 shares; 2025Q4: 13,588 shares; 2026Q1: 13,120 shares 13,120 $7.78M 0.17% -468 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: 13,123 shares; 2024Q4: 11,047 shares; 2025Q1: 10,875 shares; 2025Q2: 13,296 shares; 2025Q3: 14,892 shares; 2025Q4: 21,057 shares; 2026Q1: 21,876 shares 21,876 $7.48M 0.16% +819 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 17,466 shares; 2025Q1: 17,718 shares; 2025Q2: 23,296 shares; 2025Q3: 28,090 shares; 2025Q4: 47,245 shares; 2026Q1: 47,699 shares 47,699 $7.29M 0.16% +454 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: 90,855 shares; 2024Q4: 90,626 shares; 2025Q1: 88,396 shares; 2025Q2: 97,554 shares; 2025Q3: 104,679 shares; 2025Q4: 104,156 shares; 2026Q1: 107,060 shares 107,060 $7.23M 0.16% +2,904 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: 33,523 shares; 2024Q4: 30,043 shares; 2025Q1: 34,692 shares; 2025Q2: 40,702 shares; 2025Q3: 43,374 shares; 2025Q4: 43,046 shares; 2026Q1: 48,365 shares 48,365 $7.07M 0.15% +5,319 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,376 shares; 2025Q1: 7,021 shares; 2025Q2: 7,153 shares; 2025Q3: 8,358 shares; 2025Q4: 24,392 shares; 2026Q1: 97,255 shares 97,255 $7.04M 0.15% +72,863 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377,535 shares; 2026Q1: 396,057 shares 396,057 $6.98M 0.15% +18,522 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,663 shares; 2024Q4: 237,199 shares; 2025Q1: 228,204 shares; 2025Q2: 234,854 shares; 2025Q3: 228,640 shares; 2025Q4: 137,151 shares; 2026Q1: 130,387 shares 130,387 $6.94M 0.15% -6,764 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,816 shares; 2024Q4: 29,816 shares; 2025Q1: 84,909 shares; 2025Q2: 85,221 shares; 2025Q3: 85,221 shares; 2025Q4: 85,356 shares; 2026Q1: 117,044 shares 117,044 $6.93M 0.15% +31,688 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: 16,753 shares; 2024Q4: 17,171 shares; 2025Q1: 15,555 shares; 2025Q2: 15,409 shares; 2025Q3: 16,766 shares; 2025Q4: 15,652 shares; 2026Q1: 21,075 shares 21,075 $6.93M 0.15% +5,423 Timeline MCHI 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: 57,365 shares; 2024Q4: 53,867 shares; 2025Q1: 92,694 shares; 2025Q2: 108,768 shares; 2025Q3: 109,812 shares; 2025Q4: 117,468 shares; 2026Q1: 122,583 shares 122,583 $6.89M 0.15% +5,115 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: 73,803 shares; 2024Q4: 73,585 shares; 2025Q1: 74,985 shares; 2025Q2: 78,754 shares; 2025Q3: 80,381 shares; 2025Q4: 163,909 shares; 2026Q1: 112,267 shares 112,267 $6.88M 0.15% -51,642 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: 117,065 shares; 2024Q4: 121,304 shares; 2025Q1: 117,981 shares; 2025Q2: 118,827 shares; 2025Q3: 122,299 shares; 2025Q4: 124,050 shares; 2026Q1: 126,512 shares 126,512 $6.85M 0.15% +2,462 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,795 shares; 2024Q4: 125,764 shares; 2025Q1: 118,117 shares; 2025Q2: 120,811 shares; 2025Q3: 206,399 shares; 2025Q4: 88,842 shares; 2026Q1: 200,693 shares 200,693 $6.78M 0.15% +111,851 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340,007 shares; 2024Q4: 351,886 shares; 2025Q1: 175,241 shares; 2025Q2: 197,373 shares; 2025Q3: 191,496 shares; 2025Q4: 191,520 shares; 2026Q1: 192,697 shares 192,697 $6.77M 0.15% +1,177 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: 907 shares; 2024Q4: 908 shares; 2025Q1: 724 shares; 2025Q2: 761 shares; 2025Q3: 816 shares; 2025Q4: 1,018 shares; 2026Q1: 1,570 shares 1,570 $6.61M 0.14% +552 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: 33,103 shares 33,103 $6.53M 0.14% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,763 shares; 2024Q4: 193,603 shares; 2025Q1: 176,673 shares; 2025Q2: 176,323 shares; 2025Q3: 166,198 shares; 2025Q4: 166,198 shares; 2026Q1: 158,167 shares 158,167 $6.51M 0.14% -8,031 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,095 shares; 2025Q1: 117,590 shares; 2025Q2: 118,835 shares; 2025Q3: 115,025 shares; 2025Q4: 114,083 shares; 2026Q1: 228,297 shares 228,297 $6.49M 0.14% +114,214 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 29,234 shares; 2025Q1: 28,041 shares; 2025Q2: 27,651 shares; 2025Q3: 42,298 shares; 2025Q4: 38,924 shares; 2026Q1: 42,140 shares 42,140 $6.45M 0.14% +3,216 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: 22,984 shares; 2024Q4: 23,563 shares; 2025Q1: 20,897 shares; 2025Q2: 17,149 shares; 2025Q3: 17,550 shares; 2025Q4: 17,948 shares; 2026Q1: 36,558 shares 36,558 $6.42M 0.14% +18,610 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341,979 shares; 2026Q1: 341,979 shares 341,979 $6.41M 0.14% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,837 shares; 2024Q4: 186,775 shares; 2025Q1: 178,900 shares; 2025Q2: 169,130 shares; 2025Q3: 168,315 shares; 2025Q4: 163,640 shares; 2026Q1: 162,315 shares 162,315 $6.4M 0.14% -1,325 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,627 shares; 2024Q4: 364,907 shares; 2025Q1: 340,988 shares; 2025Q2: 301,410 shares; 2025Q3: 303,085 shares; 2025Q4: 287,345 shares; 2026Q1: 276,968 shares 276,968 $6.31M 0.14% -10,377 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: 27,952 shares; 2024Q4: 27,692 shares; 2025Q1: 27,055 shares; 2025Q2: 44,655 shares; 2025Q3: 43,593 shares; 2025Q4: 42,170 shares; 2026Q1: 43,640 shares 43,640 $6.31M 0.14% +1,470 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,760 shares 230,760 $6.21M 0.13% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,275 shares; 2024Q4: 125,900 shares; 2025Q1: 206,423 shares; 2025Q2: 231,997 shares; 2025Q3: 252,671 shares; 2025Q4: 260,671 shares; 2026Q1: 259,363 shares 259,363 $5.95M 0.13% -1,308 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,098 shares; 2024Q4: 51,504 shares; 2025Q1: 52,436 shares; 2025Q2: 56,065 shares; 2025Q3: 58,271 shares; 2025Q4: 59,489 shares; 2026Q1: 61,781 shares 61,781 $5.9M 0.13% +2,292 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 872,856 shares; 2025Q1: 821,571 shares; 2025Q2: 828,645 shares; 2025Q3: 840,221 shares; 2025Q4: 595,179 shares; 2026Q1: 580,255 shares 580,255 $5.89M 0.13% -14,924 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: 18,664 shares; 2024Q4: 18,153 shares; 2025Q1: 18,152 shares; 2025Q2: 18,385 shares; 2025Q3: 18,400 shares; 2025Q4: 18,117 shares; 2026Q1: 18,322 shares 18,322 $5.88M 0.13% +205 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 12,239 shares; 2025Q1: 13,105 shares; 2025Q2: 8,787 shares; 2025Q3: 176,278 shares; 2025Q4: 155,668 shares; 2026Q1: 143,136 shares 143,136 $5.88M 0.13% -12,532 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,447 shares; 2024Q4: 238,447 shares; 2025Q1: 259,180 shares; 2025Q2: 254,542 shares; 2025Q3: 245,537 shares; 2025Q4: 242,892 shares; 2026Q1: 164,882 shares 164,882 $5.84M 0.13% -78,010 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: 1,331 shares; 2024Q4: 1,335 shares; 2025Q1: 1,476 shares; 2025Q2: 1,433 shares; 2025Q3: 1,776 shares; 2025Q4: 2,141 shares; 2026Q1: 24,371 shares 24,371 $5.83M 0.13% +22,230 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.12% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,187 shares; 2024Q4: 1,271,550 shares; 2025Q1: 1,415,300 shares; 2025Q2: 1,483,204 shares; 2025Q3: 1,196,335 shares; 2025Q4: 586,584 shares; 2026Q1: 402,912 shares 402,912 $5.68M 0.12% -183,672 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,374 shares; 2024Q4: 294,781 shares; 2025Q1: 288,367 shares; 2025Q2: 286,765 shares; 2025Q3: 284,037 shares; 2025Q4: 273,689 shares; 2026Q1: 271,615 shares 271,615 $5.68M 0.12% -2,074 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,014 shares 27,014 $5.63M 0.12% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 1,102,003 shares 1,102,003 $5.62M 0.12% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 41,291 shares; 2025Q2: 89,680 shares; 2025Q3: 90,005 shares; 2025Q4: 98,934 shares; 2026Q1: 81,042 shares 81,042 $5.62M 0.12% -17,892 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: 38,575 shares; 2024Q4: 38,617 shares; 2025Q1: 38,618 shares; 2025Q2: 38,620 shares; 2025Q3: 39,716 shares; 2025Q4: 39,717 shares; 2026Q1: 39,294 shares 39,294 $5.59M 0.12% -423 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,933 shares; 2024Q4: 93,825 shares; 2025Q1: 90,121 shares; 2025Q2: 99,682 shares; 2025Q3: 610,611 shares; 2025Q4: 108,908 shares; 2026Q1: 108,008 shares 108,008 $5.58M 0.12% -900 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: 4,077 shares; 2024Q4: 4,468 shares; 2025Q1: 4,571 shares; 2025Q2: 4,048 shares; 2025Q3: 4,731 shares; 2025Q4: 7,787 shares; 2026Q1: 7,844 shares 7,844 $5.56M 0.12% +57 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: 8,728 shares; 2024Q4: 7,573 shares; 2025Q1: 7,861 shares; 2025Q2: 8,551 shares; 2025Q3: 9,389 shares; 2025Q4: 9,707 shares; 2026Q1: 11,120 shares 11,120 $5.56M 0.12% +1,413 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,204 shares; 2024Q4: 90,104 shares; 2025Q1: 84,011 shares; 2025Q2: 116,015 shares; 2025Q3: 123,181 shares; 2025Q4: 130,553 shares; 2026Q1: 135,802 shares 135,802 $5.54M 0.12% +5,249 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: 53,674 shares; 2024Q4: 50,743 shares; 2025Q1: 53,506 shares; 2025Q2: 78,245 shares; 2025Q3: 64,485 shares; 2025Q4: 65,088 shares; 2026Q1: 86,476 shares 86,476 $5.54M 0.12% +21,388 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,690 shares; 2024Q4: 45,930 shares; 2025Q1: 122,400 shares; 2025Q2: 81,073 shares; 2025Q3: 51,217 shares; 2025Q4: 41,852 shares; 2026Q1: 54,992 shares 54,992 $5.51M 0.12% +13,140 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,076 shares; 2024Q4: 82,458 shares; 2025Q1: 69,488 shares; 2025Q2: 74,945 shares; 2025Q3: 74,990 shares; 2025Q4: 69,900 shares; 2026Q1: 69,051 shares 69,051 $5.47M 0.12% -849 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: 18,564 shares; 2024Q4: 19,085 shares; 2025Q1: 20,022 shares; 2025Q2: 19,970 shares; 2025Q3: 21,694 shares; 2025Q4: 27,514 shares; 2026Q1: 28,345 shares 28,345 $5.47M 0.12% +831 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: 18,070 shares; 2024Q4: 17,645 shares; 2025Q1: 17,867 shares; 2025Q2: 17,138 shares; 2025Q3: 19,867 shares; 2025Q4: 18,153 shares; 2026Q1: 20,095 shares 20,095 $5.44M 0.12% +1,942 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: 17,011 shares; 2024Q4: 17,051 shares; 2025Q1: 16,190 shares; 2025Q2: 12,356 shares; 2025Q3: 12,864 shares; 2025Q4: 12,580 shares; 2026Q1: 12,616 shares 12,616 $5.43M 0.12% +36 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,266 shares; 2026Q1: 128,183 shares 128,183 $5.19M 0.11% +118,917 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: 113,216 shares; 2026Q1: 110,481 shares 110,481 $5.19M 0.11% -2,735 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,760 shares; 2025Q1: 16,760 shares; 2025Q2: 119,310 shares; 2025Q3: 122,765 shares; 2025Q4: 131,603 shares; 2026Q1: 133,093 shares 133,093 $5.17M 0.11% +1,490 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,733 shares; 2024Q4: 99,107 shares; 2025Q1: 61,091 shares; 2025Q2: 53,756 shares; 2025Q3: 54,765 shares; 2025Q4: 58,798 shares; 2026Q1: 61,203 shares 61,203 $5.17M 0.11% +2,405 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 17,328 shares; 2025Q1: 16,634 shares; 2025Q2: 17,243 shares; 2025Q3: 20,167 shares; 2025Q4: 34,414 shares; 2026Q1: 36,504 shares 36,504 $5.1M 0.11% +2,090 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,906 shares; 2024Q4: 186,562 shares; 2025Q1: 183,614 shares; 2025Q2: 183,783 shares; 2025Q3: 190,673 shares; 2025Q4: 173,223 shares; 2026Q1: 171,454 shares 171,454 $4.99M 0.11% -1,769 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: 6,853 shares; 2024Q4: 7,025 shares; 2025Q1: 7,605 shares; 2025Q2: 7,910 shares; 2025Q3: 9,237 shares; 2025Q4: 15,965 shares; 2026Q1: 17,328 shares 17,328 $4.93M 0.11% +1,363 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 2,667 shares; 2025Q3: 58,789 shares; 2025Q4: 64,881 shares; 2026Q1: 63,824 shares 63,824 $4.92M 0.11% -1,057 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: 12,329 shares; 2024Q4: 12,638 shares; 2025Q1: 10,982 shares; 2025Q2: 10,236 shares; 2025Q3: 11,364 shares; 2025Q4: 12,966 shares; 2026Q1: 15,820 shares 15,820 $4.92M 0.11% +2,854 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: 32,339 shares; 2024Q4: 32,316 shares; 2025Q1: 28,974 shares; 2025Q2: 31,377 shares; 2025Q3: 30,810 shares; 2025Q4: 29,320 shares; 2026Q1: 33,492 shares 33,492 $4.84M 0.1% +4,172 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,150 shares; 2024Q4: 205,551 shares; 2025Q1: 149,176 shares; 2025Q2: 65,620 shares; 2025Q3: 64,543 shares; 2025Q4: 63,638 shares; 2026Q1: 63,496 shares 63,496 $4.83M 0.1% -142 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,756 shares; 2024Q4: 183,666 shares; 2025Q1: 138,441 shares; 2025Q2: 139,691 shares; 2025Q3: 109,346 shares; 2025Q4: 108,610 shares; 2026Q1: 107,409 shares 107,409 $4.77M 0.1% -1,201 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,618 shares; 2024Q4: 376,587 shares; 2025Q1: 273,038 shares; 2025Q2: 267,917 shares; 2025Q3: 265,188 shares; 2025Q4: 261,228 shares; 2026Q1: 262,394 shares 262,394 $4.73M 0.1% +1,166 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 113,142 shares; 2025Q3: 242,125 shares; 2025Q4: 313,174 shares; 2026Q1: 403,761 shares 403,761 $4.7M 0.1% +90,587 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: 75,959 shares; 2024Q4: 80,038 shares; 2025Q1: 84,069 shares; 2025Q2: 61,006 shares; 2025Q3: 52,233 shares; 2025Q4: 51,341 shares; 2026Q1: 43,352 shares 43,352 $4.69M 0.1% -7,989 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,735 shares; 2024Q4: 31,036 shares; 2025Q1: 28,753 shares; 2025Q2: 25,629 shares; 2025Q3: 25,629 shares; 2025Q4: 28,275 shares; 2026Q1: 27,437 shares 27,437 $4.63M 0.1% -838 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: 12,326 shares; 2024Q4: 12,103 shares; 2025Q1: 11,900 shares; 2025Q2: 12,604 shares; 2025Q3: 13,781 shares; 2025Q4: 15,155 shares; 2026Q1: 19,003 shares 19,003 $4.61M 0.1% +3,848 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 26,216 shares; 2025Q1: 38,566 shares; 2025Q2: 27,814 shares; 2025Q3: 28,435 shares; 2025Q4: 39,653 shares; 2026Q1: 40,048 shares 40,048 $4.6M 0.1% +395 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: 6,295 shares; 2025Q4: 7,470 shares; 2026Q1: 7,055 shares 7,055 $4.48M 0.1% -415 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,702 shares; 2024Q4: 57,788 shares; 2025Q1: 64,562 shares; 2025Q2: 73,367 shares; 2025Q3: 75,417 shares; 2025Q4: 78,720 shares; 2026Q1: 136,800 shares 136,800 $4.47M 0.1% +58,080 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,416 shares; 2024Q4: 34,026 shares; 2025Q1: 34,536 shares; 2025Q2: 36,440 shares; 2025Q3: 37,842 shares; 2025Q4: 38,885 shares; 2026Q1: 40,165 shares 40,165 $4.43M 0.1% +1,280 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: 87,312 shares; 2024Q4: 174,940 shares; 2025Q1: 175,237 shares; 2025Q2: 174,648 shares; 2025Q3: 174,648 shares; 2025Q4: 174,724 shares; 2026Q1: 175,330 shares 175,330 $4.34M 0.09% +606 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: 11,124 shares; 2024Q4: 11,158 shares; 2025Q1: 11,232 shares; 2025Q2: 15,900 shares; 2025Q3: 17,649 shares; 2025Q4: 26,725 shares; 2026Q1: 27,163 shares 27,163 $4.34M 0.09% +438 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: 108,798 shares; 2024Q4: 109,340 shares; 2025Q1: 112,050 shares; 2025Q2: 124,797 shares; 2025Q3: 139,994 shares; 2025Q4: 139,505 shares; 2026Q1: 149,496 shares 149,496 $4.33M 0.09% +9,991 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: 16,725 shares; 2025Q1: 11,380 shares; 2025Q2: 11,749 shares; 2025Q3: 11,442 shares; 2025Q4: 20,388 shares; 2026Q1: 14,952 shares 14,952 $4.24M 0.09% -5,436 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,959 shares; 2024Q4: 259,790 shares; 2025Q1: 53,238 shares; 2025Q2: 52,248 shares; 2025Q3: 48,808 shares; 2025Q4: 47,813 shares; 2026Q1: 46,158 shares 46,158 $4.24M 0.09% -1,655 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,892 shares; 2024Q4: 40,903 shares; 2025Q1: 40,903 shares; 2025Q2: 40,904 shares; 2025Q3: 40,904 shares; 2025Q4: 41,401 shares; 2026Q1: 41,316 shares 41,316 $4.2M 0.09% -85 Timeline EWD 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: 64,259 shares; 2024Q4: 61,359 shares; 2025Q1: 65,584 shares; 2025Q2: 72,444 shares; 2025Q3: 74,206 shares; 2025Q4: 78,271 shares; 2026Q1: 84,266 shares 84,266 $4.11M 0.09% +5,995 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: 113,100 shares; 2024Q4: 118,793 shares; 2025Q1: 108,047 shares; 2025Q2: 52,198 shares; 2025Q3: 42,282 shares; 2025Q4: 42,356 shares; 2026Q1: 44,985 shares 44,985 $4.09M 0.09% +2,629 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 82,192 shares; 2026Q1: 71,005 shares 71,005 $4.09M 0.09% -11,187 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,129 shares; 2025Q1: 2,169 shares; 2025Q2: 2,346 shares; 2025Q3: 2,711 shares; 2025Q4: 3,341 shares; 2026Q1: 2,942 shares 2,942 $4.06M 0.09% -399 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: 39,558 shares; 2024Q4: 39,170 shares; 2025Q1: 39,183 shares; 2025Q2: 38,050 shares; 2025Q3: 42,283 shares; 2025Q4: 50,019 shares; 2026Q1: 52,806 shares 52,806 $4.04M 0.09% +2,787 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 8,859 shares; 2025Q1: 8,867 shares; 2025Q2: 9,551 shares; 2025Q3: 13,537 shares; 2025Q4: 13,188 shares; 2026Q1: 19,600 shares 19,600 $4.04M 0.09% +6,412 Timeline AAXJ 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: 44,334 shares; 2024Q4: 43,096 shares; 2025Q1: 43,314 shares; 2025Q2: 43,205 shares; 2025Q3: 43,251 shares; 2025Q4: 43,251 shares; 2026Q1: 41,946 shares 41,946 $4.04M 0.09% -1,305 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 18,109 shares; 2025Q1: 13,238 shares; 2025Q2: 23,777 shares; 2025Q3: 33,915 shares; 2025Q4: 36,584 shares; 2026Q1: 55,286 shares 55,286 $4.02M 0.09% +18,702 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,377 shares; 2024Q4: 73,965 shares; 2025Q1: 67,566 shares; 2025Q2: 100,176 shares; 2025Q3: 85,566 shares; 2025Q4: 85,618 shares; 2026Q1: 85,618 shares 85,618 $4M 0.09% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,013 shares; 2024Q4: 42,014 shares; 2025Q1: 41,940 shares; 2025Q2: 42,576 shares; 2025Q3: 41,107 shares; 2025Q4: 39,965 shares; 2026Q1: 52,752 shares 52,752 $3.97M 0.09% +12,787 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: 20,787 shares; 2024Q4: 20,788 shares; 2025Q1: 20,679 shares; 2025Q2: 24,072 shares; 2025Q3: 25,349 shares; 2025Q4: 25,747 shares; 2026Q1: 28,292 shares 28,292 $3.94M 0.09% +2,545 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: 14,024 shares; 2024Q4: 13,752 shares; 2025Q1: 14,648 shares; 2025Q2: 15,174 shares; 2025Q3: 17,388 shares; 2025Q4: 17,558 shares; 2026Q1: 23,266 shares 23,266 $3.88M 0.08% +5,708 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: 11,135 shares; 2024Q4: 10,668 shares; 2025Q1: 10,091 shares; 2025Q2: 10,802 shares; 2025Q3: 14,602 shares; 2025Q4: 21,356 shares; 2026Q1: 18,933 shares 18,933 $3.85M 0.08% -2,423 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 10,140 shares; 2025Q1: 10,313 shares; 2025Q2: 11,301 shares; 2025Q3: 11,839 shares; 2025Q4: 12,243 shares; 2026Q1: 12,970 shares 12,970 $3.83M 0.08% +727 Timeline EWA 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: 68,047 shares; 2024Q4: 64,032 shares; 2025Q1: 69,717 shares; 2025Q2: 77,692 shares; 2025Q3: 79,480 shares; 2025Q4: 82,030 shares; 2026Q1: 136,865 shares 136,865 $3.8M 0.08% +54,835 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: 22,082 shares; 2024Q4: 22,082 shares; 2025Q1: 22,884 shares; 2025Q2: 24,569 shares; 2025Q3: 24,111 shares; 2025Q4: 25,830 shares; 2026Q1: 31,713 shares 31,713 $3.76M 0.08% +5,883 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,824 shares; 2024Q4: 45,008 shares; 2025Q1: 45,718 shares; 2025Q2: 49,268 shares; 2025Q3: 54,172 shares; 2025Q4: 57,478 shares; 2026Q1: 60,094 shares 60,094 $3.76M 0.08% +2,616 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,313 shares; 2024Q4: 78,869 shares; 2025Q1: 76,452 shares; 2025Q2: 97,922 shares; 2025Q3: 98,561 shares; 2025Q4: 110,996 shares; 2026Q1: 101,256 shares 101,256 $3.75M 0.08% -9,740 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: 8,133 shares; 2025Q1: 13,263 shares; 2025Q2: 10,359 shares; 2025Q3: 12,563 shares; 2025Q4: 16,782 shares; 2026Q1: 17,468 shares 17,468 $3.74M 0.08% +686 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: 32,991 shares; 2024Q4: 34,703 shares; 2025Q1: not reported; 2025Q2: 33,070 shares; 2025Q3: 33,069 shares; 2025Q4: 35,783 shares; 2026Q1: 36,487 shares 36,487 $3.74M 0.08% +704 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: 71,586 shares; 2024Q4: 71,711 shares; 2025Q1: 69,609 shares; 2025Q2: 66,406 shares; 2025Q3: 67,725 shares; 2025Q4: 78,326 shares; 2026Q1: 77,989 shares 77,989 $3.67M 0.08% -337 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: 7,325 shares; 2024Q4: 7,300 shares; 2025Q1: 7,607 shares; 2025Q2: 7,347 shares; 2025Q3: 7,980 shares; 2025Q4: 9,737 shares; 2026Q1: 10,235 shares 10,235 $3.66M 0.08% +498 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 79,160 shares; 2025Q4: 79,988 shares; 2026Q1: 77,250 shares 77,250 $3.63M 0.08% -2,738 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,695 shares; 2024Q4: 33,126 shares; 2025Q1: 54,003 shares; 2025Q2: 55,142 shares; 2025Q3: 52,253 shares; 2025Q4: 30,124 shares; 2026Q1: 27,945 shares 27,945 $3.55M 0.08% -2,179 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: 9,039 shares; 2024Q4: 8,099 shares; 2025Q1: 9,312 shares; 2025Q2: 8,280 shares; 2025Q3: 8,971 shares; 2025Q4: 9,248 shares; 2026Q1: 9,952 shares 9,952 $3.5M 0.08% +704 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,792 shares; 2024Q4: 36,351 shares; 2025Q1: 36,172 shares; 2025Q2: 34,370 shares; 2025Q3: 35,904 shares; 2025Q4: 36,232 shares; 2026Q1: 35,588 shares 35,588 $3.48M 0.08% -644 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: 9,389 shares; 2024Q4: 9,307 shares; 2025Q1: 9,499 shares; 2025Q2: 9,743 shares; 2025Q3: 10,531 shares; 2025Q4: 16,766 shares; 2026Q1: 11,241 shares 11,241 $3.4M 0.07% -5,525 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,366 shares; 2024Q4: 20,808 shares; 2025Q1: 21,476 shares; 2025Q2: 21,079 shares; 2025Q3: 16,093 shares; 2025Q4: 16,467 shares; 2026Q1: 17,264 shares 17,264 $3.37M 0.07% +797 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,448 shares; 2024Q4: 44,609 shares; 2025Q1: 41,902 shares; 2025Q2: 43,076 shares; 2025Q3: 42,298 shares; 2025Q4: 32,223 shares; 2026Q1: 24,841 shares 24,841 $3.35M 0.07% -7,382 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,731 shares; 2024Q4: 134,361 shares; 2025Q1: 109,990 shares; 2025Q2: 101,195 shares; 2025Q3: 100,580 shares; 2025Q4: 90,010 shares; 2026Q1: 85,675 shares 85,675 $3.33M 0.07% -4,335 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: 8,454 shares; 2024Q4: 8,850 shares; 2025Q1: 3,338 shares; 2025Q2: 3,339 shares; 2025Q3: 3,571 shares; 2025Q4: 3,529 shares; 2026Q1: 3,772 shares 3,772 $3.27M 0.07% +243 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,888 shares; 2025Q1: 2,096 shares; 2025Q2: 2,211 shares; 2025Q3: 2,586 shares; 2025Q4: 2,602 shares; 2026Q1: 3,700 shares 3,700 $3.23M 0.07% +1,098 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: 3,930 shares; 2024Q4: 3,881 shares; 2025Q1: 4,088 shares; 2025Q2: 4,238 shares; 2025Q3: 4,743 shares; 2025Q4: 4,261 shares; 2026Q1: 6,437 shares 6,437 $3.19M 0.07% +2,176 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 15,115 shares; 2025Q1: 14,331 shares; 2025Q2: 10,349 shares; 2025Q3: 20,262 shares; 2025Q4: 16,244 shares; 2026Q1: 8,445 shares 8,445 $3.19M 0.07% -7,799 Timeline EWH 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: 113,107 shares; 2024Q4: 107,680 shares; 2025Q1: 117,560 shares; 2025Q2: 124,720 shares; 2025Q3: 126,158 shares; 2025Q4: 128,753 shares; 2026Q1: 136,718 shares 136,718 $3.16M 0.07% +7,965 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: 16,480 shares; 2024Q4: 16,925 shares; 2025Q1: 17,983 shares; 2025Q2: 22,421 shares; 2025Q3: 24,063 shares; 2025Q4: 23,745 shares; 2026Q1: 29,930 shares 29,930 $3.07M 0.07% +6,185 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,451 shares; 2024Q4: 86,215 shares; 2025Q1: 87,011 shares; 2025Q2: 115,831 shares; 2025Q3: 158,379 shares; 2025Q4: 161,976 shares; 2026Q1: 179,892 shares 179,892 $3.05M 0.07% +17,916 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: 11,462 shares; 2024Q4: 11,484 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 10,565 shares; 2025Q4: 10,139 shares; 2026Q1: 13,412 shares 13,412 $3.03M 0.07% +3,273 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: 18,205 shares; 2024Q4: 19,455 shares; 2025Q1: 18,865 shares; 2025Q2: 21,382 shares; 2025Q3: 21,709 shares; 2025Q4: 21,592 shares; 2026Q1: 22,850 shares 22,850 $3.02M 0.07% +1,258 Timeline EWW 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: 41,406 shares; 2024Q4: 38,033 shares; 2025Q1: 59,090 shares; 2025Q2: 49,320 shares; 2025Q3: 50,917 shares; 2025Q4: 54,623 shares; 2026Q1: 40,058 shares 40,058 $3.01M 0.07% -14,565 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,581 shares; 2024Q4: 321,220 shares; 2025Q1: 263,100 shares; 2025Q2: 260,190 shares; 2025Q3: 218,815 shares; 2025Q4: 199,475 shares; 2026Q1: 197,960 shares 197,960 $2.99M 0.06% -1,515 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: 34,281 shares; 2024Q4: 32,881 shares; 2025Q1: 32,881 shares; 2025Q2: 34,381 shares; 2025Q3: 34,381 shares; 2025Q4: 34,381 shares; 2026Q1: 30,560 shares 30,560 $2.97M 0.06% -3,821 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,006 shares; 2024Q4: 80,007 shares; 2025Q1: 51,282 shares; 2025Q2: 61,223 shares; 2025Q3: 52,282 shares; 2025Q4: 52,282 shares; 2026Q1: 51,782 shares 51,782 $2.94M 0.06% -500 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: 35,269 shares; 2024Q4: 35,269 shares; 2025Q1: 35,519 shares; 2025Q2: 35,269 shares; 2025Q3: 37,270 shares; 2025Q4: 38,921 shares; 2026Q1: 33,281 shares 33,281 $2.93M 0.06% -5,640 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,378 shares; 2024Q4: 21,416 shares; 2025Q1: 21,840 shares; 2025Q2: 20,510 shares; 2025Q3: 21,101 shares; 2025Q4: 22,433 shares; 2026Q1: 26,305 shares 26,305 $2.89M 0.06% +3,872 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,766 shares; 2025Q1: 12,364 shares; 2025Q2: 12,829 shares; 2025Q3: 13,364 shares; 2025Q4: 21,963 shares; 2026Q1: 22,590 shares 22,590 $2.86M 0.06% +627 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 16,735 shares; 2025Q1: 16,973 shares; 2025Q2: 17,103 shares; 2025Q3: 17,126 shares; 2025Q4: 50,906 shares; 2026Q1: 60,546 shares 60,546 $2.84M 0.06% +9,640 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,227 shares; 2024Q4: 96,707 shares; 2025Q1: 120,148 shares; 2025Q2: 156,477 shares; 2025Q3: 214,955 shares; 2025Q4: 214,169 shares; 2026Q1: 248,054 shares 248,054 $2.8M 0.06% +33,885 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: 913 shares; 2024Q4: 772 shares; 2025Q1: 1,009 shares; 2025Q2: 1,054 shares; 2025Q3: 1,213 shares; 2025Q4: 1,804 shares; 2026Q1: 1,894 shares 1,894 $2.79M 0.06% +90 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: 35,426 shares; 2024Q4: 35,912 shares; 2025Q1: 35,886 shares; 2025Q2: 36,350 shares; 2025Q3: 37,994 shares; 2025Q4: 37,622 shares; 2026Q1: 41,588 shares 41,588 $2.79M 0.06% +3,966 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,469 shares; 2024Q4: 10,167 shares; 2025Q1: 10,074 shares; 2025Q2: 11,181 shares; 2025Q3: 13,105 shares; 2025Q4: 25,012 shares; 2026Q1: 16,275 shares 16,275 $2.79M 0.06% -8,737 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: 16,838 shares; 2024Q4: 16,400 shares; 2025Q1: 16,655 shares; 2025Q2: 16,301 shares; 2025Q3: 16,862 shares; 2025Q4: 28,486 shares; 2026Q1: 28,656 shares 28,656 $2.78M 0.06% +170 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,447 shares; 2025Q2: 112,153 shares; 2025Q3: 114,771 shares; 2025Q4: 121,279 shares; 2026Q1: 134,180 shares 134,180 $2.76M 0.06% +12,901 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: 6,042 shares; 2024Q4: 6,657 shares; 2025Q1: 6,655 shares; 2025Q2: 8,328 shares; 2025Q3: 9,234 shares; 2025Q4: 7,519 shares; 2026Q1: 13,814 shares 13,814 $2.75M 0.06% +6,295 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 194,814 shares; 2025Q4: 194,100 shares; 2026Q1: 301,981 shares 301,981 $2.74M 0.06% +107,881 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: 541,522 shares; 2024Q4: 314,244 shares; 2025Q1: 68,137 shares; 2025Q2: 72,818 shares; 2025Q3: 69,353 shares; 2025Q4: 67,808 shares; 2026Q1: 81,516 shares 81,516 $2.73M 0.06% +13,708 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: 20,538 shares; 2024Q4: 16,035 shares; 2025Q1: 11,718 shares; 2025Q2: 11,198 shares; 2025Q3: 12,364 shares; 2025Q4: 15,831 shares; 2026Q1: 20,569 shares 20,569 $2.72M 0.06% +4,738 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,830 shares; 2024Q4: 40,830 shares; 2025Q1: 36,380 shares; 2025Q2: 36,380 shares; 2025Q3: 36,380 shares; 2025Q4: 36,380 shares; 2026Q1: 36,010 shares 36,010 $2.72M 0.06% -370 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: 3,499 shares; 2024Q4: 3,223 shares; 2025Q1: 6,069 shares; 2025Q2: 8,655 shares; 2025Q3: 9,166 shares; 2025Q4: 8,758 shares; 2026Q1: 11,126 shares 11,126 $2.7M 0.06% +2,368 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: 9,713 shares; 2024Q4: 9,816 shares; 2025Q1: 8,727 shares; 2025Q2: 8,995 shares; 2025Q3: 9,580 shares; 2025Q4: 7,671 shares; 2026Q1: 11,113 shares 11,113 $2.7M 0.06% +3,442 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: 10,442 shares; 2024Q4: 11,115 shares; 2025Q1: 21,230 shares; 2025Q2: 3,222 shares; 2025Q3: 3,532 shares; 2025Q4: 4,314 shares; 2026Q1: 4,461 shares 4,461 $2.7M 0.06% +147 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,236 shares; 2024Q4: 22,168 shares; 2025Q1: 22,169 shares; 2025Q2: 21,909 shares; 2025Q3: 21,874 shares; 2025Q4: 22,021 shares; 2026Q1: 22,037 shares 22,037 $2.67M 0.06% +16 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: 6,379 shares; 2024Q4: 6,482 shares; 2025Q1: 8,691 shares; 2025Q2: 11,027 shares; 2025Q3: 9,990 shares; 2025Q4: 43,792 shares; 2026Q1: 44,326 shares 44,326 $2.66M 0.06% +534 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: 4,526 shares; 2024Q4: 4,526 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 6,721 shares; 2026Q1: 6,221 shares 6,221 $2.65M 0.06% -500 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: 17,592 shares; 2024Q4: 17,517 shares; 2025Q1: 18,118 shares; 2025Q2: 24,382 shares; 2025Q3: 23,426 shares; 2025Q4: 30,606 shares; 2026Q1: 50,335 shares 50,335 $2.64M 0.06% +19,729 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: 4,156 shares; 2024Q4: 4,268 shares; 2025Q1: 4,288 shares; 2025Q2: 5,038 shares; 2025Q3: 4,838 shares; 2025Q4: 5,596 shares; 2026Q1: 5,705 shares 5,705 $2.63M 0.06% +109 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: 22,932 shares; 2024Q4: 23,283 shares; 2025Q1: 19,080 shares; 2025Q2: 20,092 shares; 2025Q3: 22,697 shares; 2025Q4: 22,396 shares; 2026Q1: 27,986 shares 27,986 $2.6M 0.06% +5,590 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: 3,470 shares; 2024Q4: 3,761 shares; 2025Q1: 3,826 shares; 2025Q2: 3,896 shares; 2025Q3: 5,486 shares; 2025Q4: 5,165 shares; 2026Q1: 6,683 shares 6,683 $2.59M 0.06% +1,518 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: 13,896 shares; 2024Q4: 13,578 shares; 2025Q1: 13,769 shares; 2025Q2: 14,246 shares; 2025Q3: 14,765 shares; 2025Q4: 15,322 shares; 2026Q1: 17,792 shares 17,792 $2.58M 0.06% +2,470 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: 24,342 shares; 2024Q4: 26,642 shares; 2025Q1: 40,055 shares; 2025Q2: 48,308 shares; 2025Q3: 53,365 shares; 2025Q4: 35,236 shares; 2026Q1: 51,313 shares 51,313 $2.58M 0.06% +16,077 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: 2,487 shares; 2024Q4: 2,499 shares; 2025Q1: 2,499 shares; 2025Q2: 7,678 shares; 2025Q3: 6,891 shares; 2025Q4: 8,590 shares; 2026Q1: 6,329 shares 6,329 $2.52M 0.05% -2,261 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: 4,770 shares; 2024Q4: 5,429 shares; 2025Q1: 5,964 shares; 2025Q2: 12,880 shares; 2025Q3: 12,347 shares; 2025Q4: 28,655 shares; 2026Q1: 15,292 shares 15,292 $2.52M 0.05% -13,363 Timeline EWS 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: 145,098 shares; 2024Q4: 136,135 shares; 2025Q1: 68,970 shares; 2025Q2: 75,095 shares; 2025Q3: 76,572 shares; 2025Q4: 80,607 shares; 2026Q1: 86,727 shares 86,727 $2.45M 0.05% +6,120 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 14,388 shares; 2025Q1: 182,507 shares; 2025Q2: 6,278 shares; 2025Q3: not reported; 2025Q4: 23,165 shares; 2026Q1: 29,639 shares 29,639 $2.39M 0.05% +6,474 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: 26,903 shares; 2024Q4: 27,166 shares; 2025Q1: 29,573 shares; 2025Q2: 30,038 shares; 2025Q3: 33,997 shares; 2025Q4: 60,391 shares; 2026Q1: 29,921 shares 29,921 $2.38M 0.05% -30,470 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,535 shares; 2025Q3: 1,882 shares; 2025Q4: 9,104 shares; 2026Q1: 22,670 shares 22,670 $2.37M 0.05% +13,566 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: 2,828 shares; 2024Q4: 2,816 shares; 2025Q1: 2,934 shares; 2025Q2: 3,745 shares; 2025Q3: 4,182 shares; 2025Q4: 3,169 shares; 2026Q1: 5,565 shares 5,565 $2.37M 0.05% +2,396 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: 23,494 shares; 2024Q4: 23,716 shares; 2025Q1: 23,737 shares; 2025Q2: 24,518 shares; 2025Q3: 41,217 shares; 2025Q4: 117,678 shares; 2026Q1: 109,517 shares 109,517 $2.32M 0.05% -8,161 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,418 shares; 2024Q4: 32,419 shares; 2025Q1: 25,512 shares; 2025Q2: 25,512 shares; 2025Q3: 25,649 shares; 2025Q4: 33,732 shares; 2026Q1: 31,039 shares 31,039 $2.29M 0.05% -2,693 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,533 shares; 2025Q1: 4,447 shares; 2025Q2: 4,272 shares; 2025Q3: 4,653 shares; 2025Q4: 5,824 shares; 2026Q1: 5,792 shares 5,792 $2.28M 0.05% -32 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,539 shares; 2025Q1: 2,798 shares; 2025Q2: 2,649 shares; 2025Q3: 2,497 shares; 2025Q4: 4,801 shares; 2026Q1: 5,107 shares 5,107 $2.28M 0.05% +306 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 15,970 shares; 2025Q1: 13,939 shares; 2025Q2: 15,202 shares; 2025Q3: 23,954 shares; 2025Q4: 23,475 shares; 2026Q1: 23,689 shares 23,689 $2.27M 0.05% +214 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: 4,166 shares; 2024Q4: 4,158 shares; 2025Q1: 4,131 shares; 2025Q2: 4,646 shares; 2025Q3: 4,926 shares; 2025Q4: 5,116 shares; 2026Q1: 6,825 shares 6,825 $2.25M 0.05% +1,709 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,212 shares; 2024Q4: 33,912 shares; 2025Q1: 38,174 shares; 2025Q2: 42,154 shares; 2025Q3: 43,038 shares; 2025Q4: 45,393 shares; 2026Q1: 48,968 shares 48,968 $2.23M 0.05% +3,575 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,684 shares; 2025Q1: 10,405 shares; 2025Q2: 11,857 shares; 2025Q3: 12,868 shares; 2025Q4: 15,498 shares; 2026Q1: 17,390 shares 17,390 $2.23M 0.05% +1,892 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: 9,076 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,701 shares; 2025Q3: 13,186 shares; 2025Q4: 13,186 shares; 2026Q1: 11,517 shares 11,517 $2.21M 0.05% -1,669 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 16,412 shares; 2025Q4: 66,477 shares; 2026Q1: 63,442 shares 63,442 $2.19M 0.05% -3,035 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,667 shares; 2024Q4: 19,036 shares; 2025Q1: 22,842 shares; 2025Q2: 23,851 shares; 2025Q3: 23,218 shares; 2025Q4: 23,409 shares; 2026Q1: 25,421 shares 25,421 $2.15M 0.05% +2,012 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,746 shares; 2025Q1: 3,693 shares; 2025Q2: 3,538 shares; 2025Q3: 3,556 shares; 2025Q4: 24,053 shares; 2026Q1: 22,929 shares 22,929 $2.14M 0.05% -1,124 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,528 shares; 2024Q4: 69,143 shares; 2025Q1: 67,824 shares; 2025Q2: 83,255 shares; 2025Q3: 105,349 shares; 2025Q4: 103,040 shares; 2026Q1: 108,011 shares 108,011 $2.13M 0.05% +4,971 Timeline EMB 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: 23,218 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 22,819 shares; 2025Q3: 22,819 shares; 2025Q4: 26,245 shares; 2026Q1: 22,678 shares 22,678 $2.13M 0.05% -3,567 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,420 shares; 2025Q2: 4,748 shares; 2025Q3: 5,106 shares; 2025Q4: 5,329 shares; 2026Q1: 5,238 shares 5,238 $2.06M 0.04% -91 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: 79,622 shares; 2024Q4: 79,086 shares; 2025Q1: 67,937 shares; 2025Q2: 71,105 shares; 2025Q3: 70,307 shares; 2025Q4: 60,706 shares; 2026Q1: 71,452 shares 71,452 $2.05M 0.04% +10,746 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 15,254 shares; 2025Q1: 17,661 shares; 2025Q2: 21,210 shares; 2025Q3: 28,132 shares; 2025Q4: 30,146 shares; 2026Q1: 39,793 shares 39,793 $2.04M 0.04% +9,647 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,852 shares; 2024Q4: 24,098 shares; 2025Q1: 21,003 shares; 2025Q2: 21,635 shares; 2025Q3: 25,747 shares; 2025Q4: 25,352 shares; 2026Q1: 30,934 shares 30,934 $2.02M 0.04% +5,582 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: 39,459 shares; 2024Q4: 41,113 shares; 2025Q1: 40,126 shares; 2025Q2: 39,839 shares; 2025Q3: 43,458 shares; 2025Q4: 29,374 shares; 2026Q1: 33,264 shares 33,264 $2.02M 0.04% +3,890 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,878 shares; 2026Q1: 30,363 shares 30,363 $2M 0.04% +1,485 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: 10,427 shares; 2024Q4: 10,810 shares; 2025Q1: 10,228 shares; 2025Q2: 11,633 shares; 2025Q3: 11,785 shares; 2025Q4: 12,300 shares; 2026Q1: 12,368 shares 12,368 $2M 0.04% +68 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: 4,818 shares; 2024Q4: 4,808 shares; 2025Q1: 4,783 shares; 2025Q2: 5,212 shares; 2025Q3: 5,778 shares; 2025Q4: 6,080 shares; 2026Q1: 6,254 shares 6,254 $1.99M 0.04% +174 Timeline VMBS 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: 554,253 shares; 2024Q4: 527,755 shares; 2025Q1: 91,402 shares; 2025Q2: 65,638 shares; 2025Q3: 57,778 shares; 2025Q4: 47,726 shares; 2026Q1: 42,344 shares 42,344 $1.99M 0.04% -5,382 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: 787 shares; 2024Q4: 789 shares; 2025Q1: 720 shares; 2025Q2: 644 shares; 2025Q3: 743 shares; 2025Q4: 2,171 shares; 2026Q1: 2,201 shares 2,201 $1.97M 0.04% +30 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: 29,631 shares; 2024Q4: 28,078 shares; 2025Q1: 29,738 shares; 2025Q2: 29,410 shares; 2025Q3: 29,697 shares; 2025Q4: 29,697 shares; 2026Q1: 36,312 shares 36,312 $1.96M 0.04% +6,615 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,872 shares; 2024Q4: 48,412 shares; 2025Q1: 49,423 shares; 2025Q2: 52,627 shares; 2025Q3: 79,135 shares; 2025Q4: 80,621 shares; 2026Q1: 89,759 shares 89,759 $1.94M 0.04% +9,138 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: 8,181 shares; 2024Q4: 8,889 shares; 2025Q1: 10,793 shares; 2025Q2: 7,170 shares; 2025Q3: 8,393 shares; 2025Q4: 9,454 shares; 2026Q1: 10,001 shares 10,001 $1.94M 0.04% +547 Timeline XT 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: 39,837 shares; 2024Q4: 36,443 shares; 2025Q1: 31,050 shares; 2025Q2: 30,441 shares; 2025Q3: 30,441 shares; 2025Q4: 30,528 shares; 2026Q1: 28,274 shares 28,274 $1.93M 0.04% -2,254 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,104 shares; 2025Q1: 3,001 shares; 2025Q2: 3,032 shares; 2025Q3: 3,249 shares; 2025Q4: 3,790 shares; 2026Q1: 3,693 shares 3,693 $1.93M 0.04% -97 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,974 shares; 2024Q4: 18,850 shares; 2025Q1: 18,788 shares; 2025Q2: 17,668 shares; 2025Q3: 20,035 shares; 2025Q4: 23,276 shares; 2026Q1: 21,494 shares 21,494 $1.93M 0.04% -1,782 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: 14,135 shares; 2024Q4: 14,536 shares; 2025Q1: 14,636 shares; 2025Q2: 14,836 shares; 2025Q3: 16,333 shares; 2025Q4: 16,075 shares; 2026Q1: 13,192 shares 13,192 $1.93M 0.04% -2,883 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,134 shares; 2024Q4: 34,134 shares; 2025Q1: 34,134 shares; 2025Q2: 38,184 shares; 2025Q3: 31,184 shares; 2025Q4: 31,834 shares; 2026Q1: 33,824 shares 33,824 $1.92M 0.04% +1,990 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 18,509 shares; 2025Q1: 21,350 shares; 2025Q2: 25,675 shares; 2025Q3: 25,675 shares; 2025Q4: 24,654 shares; 2026Q1: 27,367 shares 27,367 $1.92M 0.04% +2,713 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: 11,803 shares; 2024Q4: 12,296 shares; 2025Q1: 11,963 shares; 2025Q2: 10,110 shares; 2025Q3: 10,597 shares; 2025Q4: 25,553 shares; 2026Q1: 25,591 shares 25,591 $1.91M 0.04% +38 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: 12,903 shares; 2024Q4: 13,073 shares; 2025Q1: 10,122 shares; 2025Q2: 10,897 shares; 2025Q3: 11,293 shares; 2025Q4: 12,130 shares; 2026Q1: 14,018 shares 14,018 $1.91M 0.04% +1,888 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: 9,051 shares; 2024Q4: 12,143 shares; 2025Q1: 9,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,514 shares; 2026Q1: 71,710 shares 71,710 $1.89M 0.04% +196 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: 239 shares; 2024Q4: 240 shares; 2025Q1: 334 shares; 2025Q2: 355 shares; 2025Q3: 264 shares; 2025Q4: 1,655 shares; 2026Q1: 1,730 shares 1,730 $1.89M 0.04% +75 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: 7,594 shares; 2024Q4: 7,620 shares; 2025Q1: 7,914 shares; 2025Q2: 9,176 shares; 2025Q3: 11,020 shares; 2025Q4: 11,036 shares; 2026Q1: 14,822 shares 14,822 $1.88M 0.04% +3,786 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: 25,605 shares; 2024Q4: 23,011 shares; 2025Q1: 23,058 shares; 2025Q2: 21,929 shares; 2025Q3: 23,489 shares; 2025Q4: 21,392 shares; 2026Q1: 25,763 shares 25,763 $1.88M 0.04% +4,371 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: 18,645 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares; 2026Q1: 18,775 shares 18,775 $1.86M 0.04% 0 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: 1,472 shares; 2024Q4: 1,394 shares; 2025Q1: 1,470 shares; 2025Q2: 1,526 shares; 2025Q3: 1,904 shares; 2025Q4: 2,297 shares; 2026Q1: 3,286 shares 3,286 $1.86M 0.04% +989 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 14,401 shares; 2025Q1: 14,298 shares; 2025Q2: 14,079 shares; 2025Q3: 14,010 shares; 2025Q4: 13,974 shares; 2026Q1: 13,929 shares 13,929 $1.84M 0.04% -45 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: 11,797 shares; 2024Q4: 10,515 shares; 2025Q1: 10,016 shares; 2025Q2: 20,819 shares; 2025Q3: 27,635 shares; 2025Q4: 30,062 shares; 2026Q1: 32,856 shares 32,856 $1.83M 0.04% +2,794 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,101 shares; 2025Q1: 8,984 shares; 2025Q2: 8,740 shares; 2025Q3: 9,011 shares; 2025Q4: 10,341 shares; 2026Q1: 10,737 shares 10,737 $1.82M 0.04% +396 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,157 shares; 2025Q1: 1,501 shares; 2025Q2: 1,697 shares; 2025Q3: 2,115 shares; 2025Q4: 2,739 shares; 2026Q1: 4,665 shares 4,665 $1.82M 0.04% +1,926 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: 4,971 shares; 2024Q4: 5,649 shares; 2025Q1: 6,158 shares; 2025Q2: 6,981 shares; 2025Q3: 7,544 shares; 2025Q4: 8,568 shares; 2026Q1: 13,870 shares 13,870 $1.82M 0.04% +5,302 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: 6,813 shares; 2024Q4: 6,932 shares; 2025Q1: 7,183 shares; 2025Q2: 24,121 shares; 2025Q3: 28,273 shares; 2025Q4: 31,713 shares; 2026Q1: 9,155 shares 9,155 $1.82M 0.04% -22,558 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 15,499 shares; 2025Q1: 15,718 shares; 2025Q2: 21,279 shares; 2025Q3: 27,902 shares; 2025Q4: 26,721 shares; 2026Q1: 30,430 shares 30,430 $1.8M 0.04% +3,709 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: 110,575 shares; 2026Q1: 113,531 shares 113,531 $1.79M 0.04% +2,956 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 7,582 shares; 2025Q1: 7,611 shares; 2025Q2: 7,466 shares; 2025Q3: 7,018 shares; 2025Q4: 6,341 shares; 2026Q1: 6,320 shares 6,320 $1.78M 0.04% -21 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,559 shares; 2024Q4: 67,420 shares; 2025Q1: 62,861 shares; 2025Q2: 47,086 shares; 2025Q3: 35,516 shares; 2025Q4: 30,456 shares; 2026Q1: 30,536 shares 30,536 $1.77M 0.04% +80 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: 3,266 shares; 2024Q4: 3,262 shares; 2025Q1: 3,325 shares; 2025Q2: 3,310 shares; 2025Q3: 3,491 shares; 2025Q4: 7,781 shares; 2026Q1: 4,226 shares 4,226 $1.76M 0.04% -3,555 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,319 shares; 2025Q1: 2,326 shares; 2025Q2: 2,667 shares; 2025Q3: 3,613 shares; 2025Q4: 5,865 shares; 2026Q1: 5,355 shares 5,355 $1.75M 0.04% -510 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 26,319 shares; 2026Q1: 26,332 shares 26,332 $1.75M 0.04% +13 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: 41,485 shares; 2024Q4: 41,904 shares; 2025Q1: 38,172 shares; 2025Q2: 32,080 shares; 2025Q3: 33,046 shares; 2025Q4: 34,431 shares; 2026Q1: 39,337 shares 39,337 $1.74M 0.04% +4,906 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: 4,383 shares; 2024Q4: 4,231 shares; 2025Q1: 4,674 shares; 2025Q2: 4,483 shares; 2025Q3: 4,958 shares; 2025Q4: 9,355 shares; 2026Q1: 9,485 shares 9,485 $1.73M 0.04% +130 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: 26,766 shares; 2024Q4: 20,758 shares; 2025Q1: not reported; 2025Q2: 369,015 shares; 2025Q3: 8,945 shares; 2025Q4: 40,302 shares; 2026Q1: 41,267 shares 41,267 $1.72M 0.04% +965 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: 13,719 shares; 2024Q4: 13,252 shares; 2025Q1: 14,216 shares; 2025Q2: 15,034 shares; 2025Q3: 16,770 shares; 2025Q4: 16,428 shares; 2026Q1: 19,590 shares 19,590 $1.71M 0.04% +3,162 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,918 shares; 2024Q4: 17,099 shares; 2025Q1: 19,560 shares; 2025Q2: 16,927 shares; 2025Q3: 33,289 shares; 2025Q4: 45,636 shares; 2026Q1: 35,464 shares 35,464 $1.71M 0.04% -10,172 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: 1,370 shares; 2024Q4: 1,341 shares; 2025Q1: 1,351 shares; 2025Q2: 1,228 shares; 2025Q3: 1,373 shares; 2025Q4: 4,032 shares; 2026Q1: 3,562 shares 3,562 $1.69M 0.04% -470 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 2,282 shares; 2026Q1: 2,389 shares 2,389 $1.68M 0.04% +107 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: 3,117 shares; 2024Q4: 3,024 shares; 2025Q1: 2,975 shares; 2025Q2: 2,774 shares; 2025Q3: 3,673 shares; 2025Q4: 3,901 shares; 2026Q1: 3,408 shares 3,408 $1.68M 0.04% -493 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 47,127 shares; 2025Q1: 48,010 shares; 2025Q2: 62,956 shares; 2025Q3: 66,954 shares; 2025Q4: 72,266 shares; 2026Q1: 80,468 shares 80,468 $1.67M 0.04% +8,202 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: 1,090 shares; 2024Q4: 1,043 shares; 2025Q1: 1,114 shares; 2025Q2: 1,284 shares; 2025Q3: 1,472 shares; 2025Q4: 3,379 shares; 2026Q1: 3,519 shares 3,519 $1.67M 0.04% +140 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,557 shares; 2024Q4: 31,705 shares; 2025Q1: 151,393 shares; 2025Q2: 171,348 shares; 2025Q3: 192,428 shares; 2025Q4: 174,526 shares; 2026Q1: 43,786 shares 43,786 $1.67M 0.04% -130,740 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,789 shares; 2024Q4: 24,927 shares; 2025Q1: 24,808 shares; 2025Q2: 25,422 shares; 2025Q3: 25,639 shares; 2025Q4: 49,090 shares; 2026Q1: 48,229 shares 48,229 $1.66M 0.04% -861 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,224 shares; 2024Q4: 121,810 shares; 2025Q1: 119,790 shares; 2025Q2: 117,557 shares; 2025Q3: 104,039 shares; 2025Q4: 98,384 shares; 2026Q1: 95,609 shares 95,609 $1.66M 0.04% -2,775 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: 5,066 shares; 2024Q4: 5,082 shares; 2025Q1: 5,228 shares; 2025Q2: 5,353 shares; 2025Q3: 5,863 shares; 2025Q4: 6,010 shares; 2026Q1: 8,347 shares 8,347 $1.65M 0.04% +2,337 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: 11,806 shares; 2024Q4: 12,960 shares; 2025Q1: 12,136 shares; 2025Q2: 13,529 shares; 2025Q3: 13,961 shares; 2025Q4: 14,488 shares; 2026Q1: 13,798 shares 13,798 $1.64M 0.04% -690 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,542 shares; 2024Q4: 55,542 shares; 2025Q1: 55,542 shares; 2025Q2: 56,135 shares; 2025Q3: 51,235 shares; 2025Q4: 52,949 shares; 2026Q1: 53,513 shares 53,513 $1.63M 0.04% +564 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: 3,256 shares; 2024Q4: 3,461 shares; 2025Q1: 3,601 shares; 2025Q2: 3,823 shares; 2025Q3: 4,406 shares; 2025Q4: 6,520 shares; 2026Q1: 8,237 shares 8,237 $1.63M 0.04% +1,717 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,314 shares; 2024Q4: 24,674 shares; 2025Q1: 8,155 shares; 2025Q2: 8,232 shares; 2025Q3: 7,521 shares; 2025Q4: 7,886 shares; 2026Q1: 8,002 shares 8,002 $1.62M 0.04% +116 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,532 shares; 2025Q1: 2,560 shares; 2025Q2: 2,727 shares; 2025Q3: 3,135 shares; 2025Q4: 3,266 shares; 2026Q1: 5,800 shares 5,800 $1.61M 0.03% +2,534 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: 4,244 shares; 2024Q4: 4,278 shares; 2025Q1: 6,022 shares; 2025Q2: 10,105 shares; 2025Q3: 10,109 shares; 2025Q4: 8,192 shares; 2026Q1: 8,396 shares 8,396 $1.61M 0.03% +204 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,594 shares; 2025Q1: 11,796 shares; 2025Q2: 11,466 shares; 2025Q3: 12,170 shares; 2025Q4: 15,105 shares; 2026Q1: 14,458 shares 14,458 $1.6M 0.03% -647 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 350 shares; 2026Q1: 239 shares 239 $1.57M 0.03% -111 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 4,933 shares; 2025Q2: 4,776 shares; 2025Q3: 4,729 shares; 2025Q4: 5,051 shares; 2026Q1: 6,786 shares 6,786 $1.57M 0.03% +1,735 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,325 shares; 2024Q4: 104,400 shares; 2025Q1: 104,405 shares; 2025Q2: 106,595 shares; 2025Q3: 154,484 shares; 2025Q4: 170,270 shares; 2026Q1: 197,117 shares 197,117 $1.57M 0.03% +26,847 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,958 shares; 2024Q4: 35,516 shares; 2025Q1: 40,217 shares; 2025Q2: 43,446 shares; 2025Q3: 55,653 shares; 2025Q4: 54,124 shares; 2026Q1: 59,244 shares 59,244 $1.54M 0.03% +5,120 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,098 shares; 2025Q1: 4,277 shares; 2025Q2: 4,221 shares; 2025Q3: 4,667 shares; 2025Q4: 4,558 shares; 2026Q1: 7,409 shares 7,409 $1.54M 0.03% +2,851 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: 6,905 shares; 2024Q4: 6,839 shares; 2025Q1: 8,076 shares; 2025Q2: 13,737 shares; 2025Q3: 14,850 shares; 2025Q4: 20,561 shares; 2026Q1: 21,161 shares 21,161 $1.53M 0.03% +600 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: 9,460 shares; 2024Q4: 9,466 shares; 2025Q1: 9,961 shares; 2025Q2: 29,230 shares; 2025Q3: 30,769 shares; 2025Q4: 31,600 shares; 2026Q1: 32,935 shares 32,935 $1.53M 0.03% +1,335 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,175 shares; 2025Q1: 5,518 shares; 2025Q2: 14,592 shares; 2025Q3: 12,705 shares; 2025Q4: 13,869 shares; 2026Q1: 22,026 shares 22,026 $1.53M 0.03% +8,157 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 16,720 shares; 2025Q1: 15,950 shares; 2025Q2: 19,824 shares; 2025Q3: 28,350 shares; 2025Q4: 29,425 shares; 2026Q1: 26,663 shares 26,663 $1.53M 0.03% -2,762 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: 3,583 shares; 2025Q4: 5,353 shares; 2026Q1: 6,391 shares 6,391 $1.52M 0.03% +1,038 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,306 shares; 2025Q1: 19,885 shares; 2025Q2: 20,088 shares; 2025Q3: 19,720 shares; 2025Q4: 22,224 shares; 2026Q1: 21,038 shares 21,038 $1.51M 0.03% -1,186 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: 1,987 shares; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 3,058 shares; 2025Q3: 3,071 shares; 2025Q4: 11,788 shares; 2026Q1: 13,290 shares 13,290 $1.5M 0.03% +1,502 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: 127,916 shares; 2024Q4: 128,389 shares; 2025Q1: 16,734 shares; 2025Q2: 18,494 shares; 2025Q3: 20,120 shares; 2025Q4: 19,526 shares; 2026Q1: 25,198 shares 25,198 $1.48M 0.03% +5,672 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 901 shares; 2025Q1: 1,089 shares; 2025Q2: 1,140 shares; 2025Q3: 1,204 shares; 2025Q4: 1,307 shares; 2026Q1: 1,350 shares 1,350 $1.48M 0.03% +43 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,224 shares; 2025Q1: 4,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,717 shares; 2025Q4: 5,052 shares; 2026Q1: 5,645 shares 5,645 $1.48M 0.03% +593 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,165 shares; 2024Q4: 85,143 shares; 2025Q1: 13,257 shares; 2025Q2: 14,487 shares; 2025Q3: 11,802 shares; 2025Q4: 11,993 shares; 2026Q1: 12,235 shares 12,235 $1.47M 0.03% +242 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 1,412 shares; 2025Q3: 2,654 shares; 2025Q4: 7,995 shares; 2026Q1: 8,307 shares 8,307 $1.47M 0.03% +312 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 7,755 shares; 2025Q1: 7,931 shares; 2025Q2: 6,647 shares; 2025Q3: 7,386 shares; 2025Q4: 10,069 shares; 2026Q1: 10,041 shares 10,041 $1.46M 0.03% -28 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: 3,153 shares; 2024Q4: 3,155 shares; 2025Q1: 3,198 shares; 2025Q2: 3,455 shares; 2025Q3: 3,848 shares; 2025Q4: 3,654 shares; 2026Q1: 7,014 shares 7,014 $1.46M 0.03% +3,360 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: 6,946 shares; 2024Q4: 6,941 shares; 2025Q1: 8,364 shares; 2025Q2: 8,683 shares; 2025Q3: 9,210 shares; 2025Q4: 9,164 shares; 2026Q1: 11,003 shares 11,003 $1.45M 0.03% +1,839 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,160 shares; 2025Q1: 3,677 shares; 2025Q2: 3,539 shares; 2025Q3: 3,605 shares; 2025Q4: 2,684 shares; 2026Q1: 6,279 shares 6,279 $1.44M 0.03% +3,595 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,925 shares; 2024Q4: 259,873 shares; 2025Q1: 186,667 shares; 2025Q2: 185,567 shares; 2025Q3: 157,852 shares; 2025Q4: 162,778 shares; 2026Q1: 29,947 shares 29,947 $1.42M 0.03% -132,831 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 5,579 shares; 2025Q1: 6,784 shares; 2025Q2: 4,863 shares; 2025Q3: 10,812 shares; 2025Q4: 5,630 shares; 2026Q1: 38,344 shares 38,344 $1.42M 0.03% +32,714 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 5,976 shares; 2025Q1: 6,425 shares; 2025Q2: 7,309 shares; 2025Q3: 7,515 shares; 2025Q4: 7,337 shares; 2026Q1: 6,754 shares 6,754 $1.41M 0.03% -583 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: 9,704 shares; 2024Q4: 10,156 shares; 2025Q1: 10,512 shares; 2025Q2: 10,726 shares; 2025Q3: 11,244 shares; 2025Q4: 33,260 shares; 2026Q1: 19,770 shares 19,770 $1.4M 0.03% -13,490 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 20,461 shares; 2025Q1: 20,520 shares; 2025Q2: 20,250 shares; 2025Q3: 24,963 shares; 2025Q4: 23,157 shares; 2026Q1: 23,948 shares 23,948 $1.39M 0.03% +791 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 18,774 shares 18,774 $1.39M 0.03% +15,476 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,408 shares; 2024Q4: 6,959 shares; 2025Q1: 8,296 shares; 2025Q2: 7,754 shares; 2025Q3: 8,780 shares; 2025Q4: 9,528 shares; 2026Q1: 11,523 shares 11,523 $1.39M 0.03% +1,995 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,408 shares; 2025Q1: 3,533 shares; 2025Q2: 3,547 shares; 2025Q3: 4,144 shares; 2025Q4: 4,207 shares; 2026Q1: 8,801 shares 8,801 $1.38M 0.03% +4,594 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: 14,150 shares; 2025Q2: 10,293 shares; 2025Q3: not reported; 2025Q4: 66,798 shares; 2026Q1: 68,914 shares 68,914 $1.38M 0.03% +2,116 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: 5,080 shares; 2024Q4: 4,820 shares; 2025Q1: 7,498 shares; 2025Q2: 3,947 shares; 2025Q3: 19,233 shares; 2025Q4: 18,857 shares; 2026Q1: 18,851 shares 18,851 $1.38M 0.03% -6 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,283 shares; 2024Q4: 35,283 shares; 2025Q1: 35,283 shares; 2025Q2: 35,483 shares; 2025Q3: 38,853 shares; 2025Q4: 38,853 shares; 2026Q1: 35,483 shares 35,483 $1.38M 0.03% -3,370 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: 847 shares; 2025Q2: 784 shares; 2025Q3: 1,362 shares; 2025Q4: 1,345 shares; 2026Q1: 2,016 shares 2,016 $1.37M 0.03% +671 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: 6,225 shares; 2024Q4: 6,331 shares; 2025Q1: 7,541 shares; 2025Q2: 7,868 shares; 2025Q3: 8,797 shares; 2025Q4: 15,533 shares; 2026Q1: 21,853 shares 21,853 $1.37M 0.03% +6,320 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: 1,576 shares; 2024Q4: 1,575 shares; 2025Q1: 1,814 shares; 2025Q2: 1,653 shares; 2025Q3: 2,130 shares; 2025Q4: 5,571 shares; 2026Q1: 6,290 shares 6,290 $1.36M 0.03% +719 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 56,325 shares; 2025Q1: 51,114 shares; 2025Q2: 18,050 shares; 2025Q3: 81,612 shares; 2025Q4: 154,658 shares; 2026Q1: 117,714 shares 117,714 $1.36M 0.03% -36,944 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: 11,852 shares; 2024Q4: 10,796 shares; 2025Q1: 77,957 shares; 2025Q2: 85,441 shares; 2025Q3: 11,159 shares; 2025Q4: 10,787 shares; 2026Q1: 11,103 shares 11,103 $1.35M 0.03% +316 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 6,808 shares; 2025Q2: 8,673 shares; 2025Q3: 8,560 shares; 2025Q4: 9,076 shares; 2026Q1: 9,525 shares 9,525 $1.34M 0.03% +449 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,590 shares; 2025Q1: 6,590 shares; 2025Q2: 6,590 shares; 2025Q3: 6,590 shares; 2025Q4: 6,590 shares; 2026Q1: 6,590 shares 6,590 $1.34M 0.03% 0 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,818 shares; 2025Q2: 6,807 shares; 2025Q3: 6,817 shares; 2025Q4: 7,780 shares; 2026Q1: 9,564 shares 9,564 $1.34M 0.03% +1,784 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 28,127 shares; 2025Q1: 26,231 shares; 2025Q2: 42,239 shares; 2025Q3: 65,984 shares; 2025Q4: 61,841 shares; 2026Q1: 56,177 shares 56,177 $1.34M 0.03% -5,664 Timeline EWL 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: 17,627 shares; 2024Q4: 16,844 shares; 2025Q1: 18,169 shares; 2025Q2: 19,864 shares; 2025Q3: 20,284 shares; 2025Q4: 21,074 shares; 2026Q1: 22,779 shares 22,779 $1.34M 0.03% +1,705 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 4,954 shares; 2025Q1: 5,168 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares; 2025Q4: 5,863 shares; 2026Q1: 7,178 shares 7,178 $1.34M 0.03% +1,315 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,605 shares; 2025Q1: 2,311 shares; 2025Q2: 1,990 shares; 2025Q3: 1,999 shares; 2025Q4: 4,216 shares; 2026Q1: 4,684 shares 4,684 $1.32M 0.03% +468 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: 6,347 shares; 2024Q4: 6,328 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,365 shares; 2026Q1: 4,597 shares 4,597 $1.32M 0.03% -1,768 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,583 shares; 2024Q4: 37,703 shares; 2025Q1: 38,678 shares; 2025Q2: 41,328 shares; 2025Q3: 37,028 shares; 2025Q4: 34,425 shares; 2026Q1: 19,340 shares 19,340 $1.32M 0.03% -15,085 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 4,177 shares; 2025Q1: 4,214 shares; 2025Q2: 6,115 shares; 2025Q3: 12,570 shares; 2025Q4: 14,092 shares; 2026Q1: 15,521 shares 15,521 $1.31M 0.03% +1,429 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,911 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares; 2026Q1: 4,123 shares 4,123 $1.31M 0.03% -601 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: 4,140 shares; 2025Q3: 5,065 shares; 2025Q4: 4,791 shares; 2026Q1: 4,846 shares 4,846 $1.31M 0.03% +55 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,068 shares; 2025Q3: 42,068 shares; 2025Q4: 42,068 shares; 2026Q1: 42,068 shares 42,068 $1.3M 0.03% 0 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: 3,340 shares; 2024Q4: 3,690 shares; 2025Q1: 3,728 shares; 2025Q2: 3,297 shares; 2025Q3: 4,334 shares; 2025Q4: 5,206 shares; 2026Q1: 6,198 shares 6,198 $1.3M 0.03% +992 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: 11,173 shares; 2024Q4: 10,898 shares; 2025Q1: 10,710 shares; 2025Q2: 71,248 shares; 2025Q3: 63,792 shares; 2025Q4: 39,541 shares; 2026Q1: 62,698 shares 62,698 $1.3M 0.03% +23,157 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,253 shares; 2025Q1: 9,708 shares; 2025Q2: 9,426 shares; 2025Q3: 9,887 shares; 2025Q4: 9,839 shares; 2026Q1: 9,908 shares 9,908 $1.3M 0.03% +69 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: 7,644 shares; 2024Q4: 8,479 shares; 2025Q1: 8,782 shares; 2025Q2: 9,123 shares; 2025Q3: 8,991 shares; 2025Q4: 9,381 shares; 2026Q1: 9,912 shares 9,912 $1.3M 0.03% +531 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 11,110 shares; 2025Q1: 14,168 shares; 2025Q2: 12,709 shares; 2025Q3: 18,037 shares; 2025Q4: 56,576 shares; 2026Q1: 34,811 shares 34,811 $1.29M 0.03% -21,765 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,372 shares; 2024Q4: 154,395 shares; 2025Q1: 174,017 shares; 2025Q2: 177,891 shares; 2025Q3: 187,258 shares; 2025Q4: 179,330 shares; 2026Q1: 28,437 shares 28,437 $1.29M 0.03% -150,893 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 1,934 shares; 2025Q1: 1,920 shares; 2025Q2: 2,060 shares; 2025Q3: 2,221 shares; 2025Q4: 1,414 shares; 2026Q1: 2,930 shares 2,930 $1.28M 0.03% +1,516 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: 6,487 shares; 2024Q4: 6,510 shares; 2025Q1: 6,881 shares; 2025Q2: 7,477 shares; 2025Q3: 8,401 shares; 2025Q4: 12,980 shares; 2026Q1: 13,238 shares 13,238 $1.28M 0.03% +258 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,541 shares; 2025Q1: 12,833 shares; 2025Q2: 12,966 shares; 2025Q3: 12,254 shares; 2025Q4: 11,923 shares; 2026Q1: 17,476 shares 17,476 $1.28M 0.03% +5,553 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,491 shares; 2024Q4: 13,765 shares; 2025Q1: 10,466 shares; 2025Q2: 9,357 shares; 2025Q3: 10,791 shares; 2025Q4: 9,699 shares; 2026Q1: 13,493 shares 13,493 $1.27M 0.03% +3,794 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: 8,082 shares; 2025Q1: 8,578 shares; 2025Q2: 8,715 shares; 2025Q3: 10,165 shares; 2025Q4: 8,383 shares; 2026Q1: 10,327 shares 10,327 $1.27M 0.03% +1,944 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,082 shares; 2024Q4: 76,011 shares; 2025Q1: 66,312 shares; 2025Q2: 66,130 shares; 2025Q3: 61,467 shares; 2025Q4: 61,127 shares; 2026Q1: 60,614 shares 60,614 $1.27M 0.03% -513 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,953 shares; 2025Q1: 5,452 shares; 2025Q2: 10,993 shares; 2025Q3: 14,696 shares; 2025Q4: 14,897 shares; 2026Q1: 14,953 shares 14,953 $1.25M 0.03% +56 Timeline IGSB 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: 30,557 shares; 2024Q4: 23,860 shares; 2025Q1: 23,860 shares; 2025Q2: 23,860 shares; 2025Q3: 23,860 shares; 2025Q4: 23,860 shares; 2026Q1: 23,766 shares 23,766 $1.25M 0.03% -94 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,577 shares; 2025Q1: 3,462 shares; 2025Q2: 1,802 shares; 2025Q3: 2,359 shares; 2025Q4: 3,010 shares; 2026Q1: 13,497 shares 13,497 $1.25M 0.03% +10,487 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,825 shares; 2024Q4: 35,825 shares; 2025Q1: 35,825 shares; 2025Q2: 35,825 shares; 2025Q3: 35,825 shares; 2025Q4: 35,825 shares; 2026Q1: 35,825 shares 35,825 $1.25M 0.03% 0 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: 1,928 shares; 2025Q2: 2,051 shares; 2025Q3: 2,378 shares; 2025Q4: 4,786 shares; 2026Q1: 5,405 shares 5,405 $1.25M 0.03% +619 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: 556 shares; 2024Q4: 557 shares; 2025Q1: 603 shares; 2025Q2: 9,206 shares; 2025Q3: 11,850 shares; 2025Q4: 11,290 shares; 2026Q1: 13,464 shares 13,464 $1.24M 0.03% +2,174 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: 3,080 shares; 2024Q4: 3,307 shares; 2025Q1: 3,606 shares; 2025Q2: 3,843 shares; 2025Q3: 4,615 shares; 2025Q4: 4,478 shares; 2026Q1: 9,486 shares 9,486 $1.24M 0.03% +5,008 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,239 shares; 2025Q4: 15,883 shares; 2026Q1: 14,596 shares 14,596 $1.24M 0.03% -1,287 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,982 shares; 2025Q1: 3,023 shares; 2025Q2: 2,791 shares; 2025Q3: 2,891 shares; 2025Q4: 6,029 shares; 2026Q1: 6,033 shares 6,033 $1.24M 0.03% +4 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,851 shares; 2025Q1: 3,850 shares; 2025Q2: 3,821 shares; 2025Q3: 3,880 shares; 2025Q4: 9,168 shares; 2026Q1: 9,068 shares 9,068 $1.23M 0.03% -100 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 4,641 shares; 2025Q1: 4,708 shares; 2025Q2: 4,545 shares; 2025Q3: 6,683 shares; 2025Q4: 6,939 shares; 2026Q1: 9,754 shares 9,754 $1.23M 0.03% +2,815 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,646 shares; 2025Q1: 1,902 shares; 2025Q2: 1,928 shares; 2025Q3: 2,391 shares; 2025Q4: 2,396 shares; 2026Q1: 3,621 shares 3,621 $1.23M 0.03% +1,225 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,365 shares; 2025Q1: 7,716 shares; 2025Q2: 7,035 shares; 2025Q3: 10,432 shares; 2025Q4: 27,775 shares; 2026Q1: 27,074 shares 27,074 $1.22M 0.03% -701 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: 2,032 shares; 2024Q4: 1,937 shares; 2025Q1: 1,420 shares; 2025Q2: 1,575 shares; 2025Q3: 2,651 shares; 2025Q4: 1,860 shares; 2026Q1: 3,085 shares 3,085 $1.22M 0.03% +1,225 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,220 shares; 2025Q2: 51,870 shares; 2025Q3: 65,666 shares; 2025Q4: 65,744 shares; 2026Q1: 64,259 shares 64,259 $1.21M 0.03% -1,485 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: 6,116 shares; 2024Q4: 6,240 shares; 2025Q1: 7,183 shares; 2025Q2: 6,991 shares; 2025Q3: 6,979 shares; 2025Q4: 7,059 shares; 2026Q1: 14,699 shares 14,699 $1.2M 0.03% +7,640 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,485 shares; 2025Q2: 40,823 shares; 2025Q3: 39,613 shares; 2025Q4: 41,457 shares; 2026Q1: 36,451 shares 36,451 $1.2M 0.03% -5,006 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,262 shares; 2024Q4: 360,858 shares; 2025Q1: 360,268 shares; 2025Q2: 343,026 shares; 2025Q3: 341,208 shares; 2025Q4: 346,606 shares; 2026Q1: 56,780 shares 56,780 $1.2M 0.03% -289,826 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 2,157 shares; 2025Q2: 2,209 shares; 2025Q3: 2,683 shares; 2025Q4: 3,692 shares; 2026Q1: 3,679 shares 3,679 $1.18M 0.03% -13 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: 1,714 shares; 2024Q4: 1,412 shares; 2025Q1: 1,482 shares; 2025Q2: 1,433 shares; 2025Q3: 1,626 shares; 2025Q4: 1,640 shares; 2026Q1: 2,141 shares 2,141 $1.18M 0.03% +501 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 6,484 shares; 2025Q3: 7,666 shares; 2025Q4: 17,490 shares; 2026Q1: 17,453 shares 17,453 $1.17M 0.03% -37 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,192 shares; 2025Q1: 4,339 shares; 2025Q2: 4,236 shares; 2025Q3: 5,017 shares; 2025Q4: 5,825 shares; 2026Q1: 9,229 shares 9,229 $1.17M 0.03% +3,404 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares; 2025Q3: 5,085 shares; 2025Q4: 6,005 shares; 2026Q1: 5,427 shares 5,427 $1.16M 0.03% -578 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: 1,338 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,426 shares; 2025Q3: 1,791 shares; 2025Q4: 1,690 shares; 2026Q1: 3,805 shares 3,805 $1.16M 0.03% +2,115 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: not reported; 2025Q3: 2,833 shares; 2025Q4: 4,504 shares; 2026Q1: 5,904 shares 5,904 $1.15M 0.02% +1,400 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: 1,912 shares; 2024Q4: 1,839 shares; 2025Q1: 1,998 shares; 2025Q2: 1,939 shares; 2025Q3: 2,622 shares; 2025Q4: 2,384 shares; 2026Q1: 6,522 shares 6,522 $1.13M 0.02% +4,138 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,679 shares; 2025Q1: 6,650 shares; 2025Q2: 6,599 shares; 2025Q3: 7,038 shares; 2025Q4: 6,583 shares; 2026Q1: 8,233 shares 8,233 $1.13M 0.02% +1,650 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,685 shares; 2024Q4: 39,399 shares; 2025Q1: 51,939 shares; 2025Q2: 62,530 shares; 2025Q3: 95,252 shares; 2025Q4: 109,422 shares; 2026Q1: 112,695 shares 112,695 $1.13M 0.02% +3,273 Timeline EFG 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: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 9,062 shares; 2025Q3: 9,112 shares; 2025Q4: 10,112 shares; 2026Q1: 10,112 shares 10,112 $1.13M 0.02% 0 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: 15,231 shares; 2024Q4: 15,285 shares; 2025Q1: 15,494 shares; 2025Q2: 15,300 shares; 2025Q3: 14,935 shares; 2025Q4: 31,405 shares; 2026Q1: 29,955 shares 29,955 $1.12M 0.02% -1,450 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,565 shares; 2025Q3: 16,580 shares; 2025Q4: 16,580 shares; 2026Q1: 15,096 shares 15,096 $1.12M 0.02% -1,484 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,612 shares; 2024Q4: 22,714 shares; 2025Q1: 18,297 shares; 2025Q2: 23,482 shares; 2025Q3: 23,482 shares; 2025Q4: 23,046 shares; 2026Q1: 23,257 shares 23,257 $1.12M 0.02% +211 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,378 shares; 2025Q1: 1,728 shares; 2025Q2: 2,473 shares; 2025Q3: 2,465 shares; 2025Q4: 2,623 shares; 2026Q1: 3,087 shares 3,087 $1.12M 0.02% +464 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: 3,500 shares; 2024Q4: 2,927 shares; 2025Q1: 3,411 shares; 2025Q2: 2,700 shares; 2025Q3: 3,338 shares; 2025Q4: 3,828 shares; 2026Q1: 9,913 shares 9,913 $1.1M 0.02% +6,085 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I 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: 4,968 shares; 2026Q1: 4,951 shares 4,951 $1.1M 0.02% -17 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,670 shares; 2025Q2: 5,464 shares; 2025Q3: 8,559 shares; 2025Q4: 25,778 shares; 2026Q1: 25,018 shares 25,018 $1.1M 0.02% -760 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 37,385 shares; 2025Q1: 31,003 shares; 2025Q2: 39,523 shares; 2025Q3: 61,214 shares; 2025Q4: 53,976 shares; 2026Q1: 58,355 shares 58,355 $1.08M 0.02% +4,379 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,509 shares; 2024Q4: 23,027 shares; 2025Q1: 16,098 shares; 2025Q2: 11,790 shares; 2025Q3: 14,741 shares; 2025Q4: 17,144 shares; 2026Q1: 25,197 shares 25,197 $1.07M 0.02% +8,053 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,317 shares; 2024Q4: 27,951 shares; 2025Q1: 30,188 shares; 2025Q2: 28,618 shares; 2025Q3: 39,805 shares; 2025Q4: 41,308 shares; 2026Q1: 27,325 shares 27,325 $1.07M 0.02% -13,983 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,792 shares; 2024Q4: 41,735 shares; 2025Q1: 10,742 shares; 2025Q2: 10,281 shares; 2025Q3: 9,985 shares; 2025Q4: 9,775 shares; 2026Q1: 9,784 shares 9,784 $1.07M 0.02% +9 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,076 shares; 2025Q2: 11,325 shares; 2025Q3: 12,878 shares; 2025Q4: 15,572 shares; 2026Q1: 15,041 shares 15,041 $1.06M 0.02% -531 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: 423 shares; 2024Q4: 432 shares; 2025Q1: 440 shares; 2025Q2: 477 shares; 2025Q3: 503 shares; 2025Q4: 377 shares; 2026Q1: 1,081 shares 1,081 $1.06M 0.02% +704 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: 6,758 shares; 2024Q4: 6,579 shares; 2025Q1: 6,955 shares; 2025Q2: 7,008 shares; 2025Q3: 8,586 shares; 2025Q4: 8,648 shares; 2026Q1: 8,158 shares 8,158 $1.06M 0.02% -490 Timeline EFAV 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: 11,847 shares; 2024Q4: 9,647 shares; 2025Q1: 9,647 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 11,521 shares; 2026Q1: 11,521 shares 11,521 $1.05M 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,593 shares; 2025Q1: 1,846 shares; 2025Q2: 3,112 shares; 2025Q3: 3,324 shares; 2025Q4: 3,198 shares; 2026Q1: 3,946 shares 3,946 $1.05M 0.02% +748 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 14,355 shares; 2025Q1: 14,424 shares; 2025Q2: 16,914 shares; 2025Q3: 23,778 shares; 2025Q4: 30,514 shares; 2026Q1: 31,682 shares 31,682 $1.05M 0.02% +1,168 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: 4,005 shares; 2024Q4: 4,024 shares; 2025Q1: 4,039 shares; 2025Q2: 4,053 shares; 2025Q3: 4,370 shares; 2025Q4: 4,744 shares; 2026Q1: 4,970 shares 4,970 $1.05M 0.02% +226 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 566 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 2,363 shares; 2026Q1: 2,250 shares 2,250 $1.05M 0.02% -113 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,611 shares; 2024Q4: 37,260 shares; 2025Q1: 41,553 shares; 2025Q2: 36,174 shares; 2025Q3: 46,582 shares; 2025Q4: 41,278 shares; 2026Q1: 42,140 shares 42,140 $1.04M 0.02% +862 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: 3,698 shares; 2024Q4: 3,435 shares; 2025Q1: 4,054 shares; 2025Q2: 4,041 shares; 2025Q3: 3,370 shares; 2025Q4: 2,364 shares; 2026Q1: 3,891 shares 3,891 $1.04M 0.02% +1,527 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,093 shares; 2025Q4: 14,581 shares; 2026Q1: 14,790 shares 14,790 $1.02M 0.02% +209 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,312 shares; 2025Q1: 5,315 shares; 2025Q2: 4,875 shares; 2025Q3: 9,435 shares; 2025Q4: 8,010 shares; 2026Q1: 11,051 shares 11,051 $1.02M 0.02% +3,041 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: 6,794 shares; 2024Q4: 6,806 shares; 2025Q1: 5,591 shares; 2025Q2: 6,595 shares; 2025Q3: 6,467 shares; 2025Q4: 6,767 shares; 2026Q1: 4,960 shares 4,960 $1.02M 0.02% -1,807 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 954 shares; 2025Q1: 1,168 shares; 2025Q2: 1,600 shares; 2025Q3: 1,786 shares; 2025Q4: 1,634 shares; 2026Q1: 2,094 shares 2,094 $1.02M 0.02% +460 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,823 shares; 2024Q4: 17,397 shares; 2025Q1: 16,818 shares; 2025Q2: 14,922 shares; 2025Q3: 15,482 shares; 2025Q4: 15,135 shares; 2026Q1: 15,341 shares 15,341 $1.01M 0.02% +206 Timeline CSM 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: 13,552 shares; 2024Q4: 13,552 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares; 2026Q1: 13,552 shares 13,552 $1.01M 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 15,128 shares; 2025Q3: 19,254 shares; 2025Q4: 17,621 shares; 2026Q1: 18,596 shares 18,596 $1.01M 0.02% +975 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: 49,529 shares; 2024Q4: 50,691 shares; 2025Q1: 47,905 shares; 2025Q2: 5,877 shares; 2025Q3: 6,446 shares; 2025Q4: 6,359 shares; 2026Q1: 6,400 shares 6,400 $1.01M 0.02% +41 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 959 shares; 2025Q4: 1,134 shares; 2026Q1: 1,373 shares 1,373 $999K 0.02% +239 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 12,781 shares; 2025Q1: 12,671 shares; 2025Q2: 10,696 shares; 2025Q3: 14,151 shares; 2025Q4: 32,050 shares; 2026Q1: 36,378 shares 36,378 $999K 0.02% +4,328 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,568 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,297 shares; 2026Q1: 3,321 shares 3,321 $992K 0.02% +24 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,675 shares; 2025Q3: 4,697 shares; 2025Q4: 14,111 shares; 2026Q1: 16,021 shares 16,021 $992K 0.02% +1,910 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 12,952 shares 12,952 $991K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,560 shares; 2025Q1: 6,793 shares; 2025Q2: 8,743 shares; 2025Q3: 8,239 shares; 2025Q4: 7,763 shares; 2026Q1: 10,668 shares 10,668 $983K 0.02% +2,905 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,547 shares; 2024Q4: 157,033 shares; 2025Q1: 139,086 shares; 2025Q2: 137,922 shares; 2025Q3: 73,258 shares; 2025Q4: 75,992 shares; 2026Q1: 26,318 shares 26,318 $980K 0.02% -49,674 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,226 shares; 2025Q1: 3,227 shares; 2025Q2: 3,269 shares; 2025Q3: 3,605 shares; 2025Q4: 3,174 shares; 2026Q1: 5,436 shares 5,436 $980K 0.02% +2,262 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 30,203 shares; 2025Q1: 25,608 shares; 2025Q2: 20,903 shares; 2025Q3: 21,817 shares; 2025Q4: 21,736 shares; 2026Q1: 17,871 shares 17,871 $976K 0.02% -3,865 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,784 shares; 2025Q1: 1,876 shares; 2025Q2: 1,770 shares; 2025Q3: 1,944 shares; 2025Q4: 2,296 shares; 2026Q1: 3,339 shares 3,339 $974K 0.02% +1,043 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,273 shares; 2025Q1: 2,318 shares; 2025Q2: 2,237 shares; 2025Q3: 2,108 shares; 2025Q4: 2,654 shares; 2026Q1: 3,871 shares 3,871 $971K 0.02% +1,217 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 4,735 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 5,118 shares; 2026Q1: 5,528 shares 5,528 $970K 0.02% +410 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,065 shares; 2025Q1: 2,178 shares; 2025Q2: 1,844 shares; 2025Q3: 2,941 shares; 2025Q4: 2,960 shares; 2026Q1: 2,999 shares 2,999 $968K 0.02% +39 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: 3,587 shares; 2024Q4: 3,746 shares; 2025Q1: 3,990 shares; 2025Q2: 4,000 shares; 2025Q3: 4,920 shares; 2025Q4: 4,856 shares; 2026Q1: 4,836 shares 4,836 $967K 0.02% -20 Timeline