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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404,388 shares; 2025Q3: 4,951,409 shares; 2025Q4: 5,443,284 shares; 2026Q1: 6,234,948 shares 6,234,948 $477M 3.67% +791,664 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: 683 shares; 2024Q4: 4,103 shares; 2025Q1: 383,934 shares; 2025Q2: 373,433 shares; 2025Q3: 401,648 shares; 2025Q4: 405,962 shares; 2026Q1: 562,894 shares 562,894 $336M 2.59% +156,932 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: 992,707 shares; 2024Q4: 1,245,625 shares; 2025Q1: 1,426,986 shares; 2025Q2: 1,026,973 shares; 2025Q3: 1,276,299 shares; 2025Q4: 1,825,278 shares; 2026Q1: 1,857,242 shares 1,857,242 $324M 2.49% +31,964 Timeline XBOX ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,183,663 shares 3,183,663 $314M 2.41% new 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: 173,303 shares; 2024Q4: 360,474 shares; 2025Q1: 334,137 shares; 2025Q2: 233,898 shares; 2025Q3: 435,642 shares; 2025Q4: 627,662 shares; 2026Q1: 811,307 shares 811,307 $300M 2.31% +183,645 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: 151,504 shares; 2024Q4: 291,754 shares; 2025Q1: 265,001 shares; 2025Q2: 210,225 shares; 2025Q3: 321,267 shares; 2025Q4: 455,018 shares; 2026Q1: 508,912 shares 508,912 $291M 2.24% +53,894 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: 126,978 shares; 2024Q4: 90,192 shares; 2025Q1: 453,214 shares; 2025Q2: 286,506 shares; 2025Q3: 400,814 shares; 2025Q4: 616,269 shares; 2026Q1: 687,395 shares 687,395 $256M 1.97% +71,126 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: 372,592 shares; 2024Q4: 620,457 shares; 2025Q1: 670,148 shares; 2025Q2: 731,639 shares; 2025Q3: 1,089,925 shares; 2025Q4: 1,138,911 shares; 2026Q1: 1,216,931 shares 1,216,931 $253M 1.95% +78,020 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: 404,599 shares; 2024Q4: 664,870 shares; 2025Q1: 685,783 shares; 2025Q2: 928,218 shares; 2025Q3: 835,037 shares; 2025Q4: 986,913 shares; 2026Q1: 950,800 shares 950,800 $241M 1.86% -36,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,310,076 shares; 2025Q3: 1,996,428 shares; 2025Q4: 2,323,410 shares; 2026Q1: 2,426,044 shares 2,426,044 $241M 1.85% +102,634 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 276,011 shares; 2025Q3: 2,147,453 shares; 2025Q4: 4,267,718 shares; 2026Q1: 3,783,946 shares 3,783,946 $219M 1.69% -483,772 Timeline SPAB 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: 6,973,510 shares; 2025Q4: 7,081,541 shares; 2026Q1: 7,160,221 shares 7,160,221 $183M 1.41% +78,680 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: 509,277 shares; 2024Q4: 720,427 shares; 2025Q1: 790,182 shares; 2025Q2: 1,001,209 shares; 2025Q3: 588,064 shares; 2025Q4: 776,168 shares; 2026Q1: 636,278 shares 636,278 $183M 1.41% -139,890 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216,124 shares; 2026Q1: 1,266,594 shares 1,266,594 $127M 0.98% +50,470 Timeline BLV 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: 134,164 shares; 2024Q4: 113,250 shares; 2025Q1: not reported; 2025Q2: 742,706 shares; 2025Q3: 1,045,358 shares; 2025Q4: 1,659,604 shares; 2026Q1: 1,746,908 shares 1,746,908 $120M 0.92% +87,304 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740,588 shares; 2025Q3: 2,749,387 shares; 2025Q4: 4,029,634 shares; 2026Q1: 4,217,002 shares 4,217,002 $105M 0.81% +187,368 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049,090 shares; 2025Q3: 903,546 shares; 2025Q4: 994,160 shares; 2026Q1: 1,048,519 shares 1,048,519 $103M 0.79% +54,359 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348,914 shares; 2025Q3: 1,690,921 shares; 2025Q4: 1,875,811 shares; 2026Q1: 1,912,258 shares 1,912,258 $87.3M 0.67% +36,447 Timeline WEEK ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 862,813 shares; 2025Q3: 862,813 shares; 2025Q4: 862,813 shares; 2026Q1: 862,813 shares 862,813 $86.3M 0.66% 0 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: 492,795 shares; 2024Q4: 481,305 shares; 2025Q1: 585,993 shares; 2025Q2: 653,710 shares; 2025Q3: 702,045 shares; 2025Q4: 776,943 shares; 2026Q1: 942,470 shares 942,470 $85.2M 0.66% +165,527 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,865 shares; 2025Q3: 163,492 shares; 2025Q4: 180,365 shares; 2026Q1: 190,237 shares 190,237 $83.1M 0.64% +9,872 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,729 shares; 2025Q1: 122,079 shares; 2025Q2: 633,989 shares; 2025Q3: 882,223 shares; 2025Q4: 1,014,449 shares; 2026Q1: 1,051,293 shares 1,051,293 $82.4M 0.63% +36,844 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,913 shares; 2024Q4: 214,897 shares; 2025Q1: 380,088 shares; 2025Q2: 514,510 shares; 2025Q3: 621,891 shares; 2025Q4: 723,301 shares; 2026Q1: 690,909 shares 690,909 $75M 0.58% -32,392 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 695,083 shares; 2025Q3: 1,132,054 shares; 2025Q4: 1,261,026 shares; 2026Q1: 1,299,997 shares 1,299,997 $73.6M 0.57% +38,971 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: 30,444 shares; 2024Q4: 35,237 shares; 2025Q1: 38,491 shares; 2025Q2: 29,438 shares; 2025Q3: 113,252 shares; 2025Q4: 111,530 shares; 2026Q1: 229,861 shares 229,861 $71.1M 0.55% +118,331 Timeline MBB 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: 5,420 shares; 2024Q4: 30,080 shares; 2025Q1: 40,180 shares; 2025Q2: 387,647 shares; 2025Q3: 590,583 shares; 2025Q4: 688,174 shares; 2026Q1: 735,531 shares 735,531 $69.8M 0.54% +47,357 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: 64,235 shares; 2024Q4: 56,097 shares; 2025Q1: 65,828 shares; 2025Q2: 84,838 shares; 2025Q3: 115,932 shares; 2025Q4: 186,382 shares; 2026Q1: 206,353 shares 206,353 $69.7M 0.54% +19,971 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: 997,545 shares; 2024Q4: 951,813 shares; 2025Q1: 963,707 shares; 2025Q2: 891,966 shares; 2025Q3: 927,066 shares; 2025Q4: 926,429 shares; 2026Q1: 946,601 shares 946,601 $68.9M 0.53% +20,172 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: 2,068,338 shares; 2024Q4: 1,997,432 shares; 2025Q1: 2,049,278 shares; 2025Q2: 2,082,673 shares; 2025Q3: 1,960,277 shares; 2025Q4: 2,018,969 shares; 2026Q1: 2,038,713 shares 2,038,713 $68.4M 0.53% +19,744 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: 231,186 shares; 2024Q4: 225,461 shares; 2025Q1: 239,048 shares; 2025Q2: 212,067 shares; 2025Q3: 213,051 shares; 2025Q4: 264,618 shares; 2026Q1: 235,516 shares 235,516 $66.8M 0.51% -29,102 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: 1,097,681 shares; 2024Q4: 1,178,502 shares; 2025Q1: 1,257,927 shares; 2025Q2: 1,135,886 shares; 2025Q3: 1,080,114 shares; 2025Q4: 1,121,715 shares; 2026Q1: 1,233,258 shares 1,233,258 $66.8M 0.51% +111,543 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: 6,511 shares; 2024Q4: 6,609 shares; 2025Q1: 28,308 shares; 2025Q2: 56,119 shares; 2025Q3: 103,981 shares; 2025Q4: 103,600 shares; 2026Q1: 231,481 shares 231,481 $66.4M 0.51% +127,881 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: 962,743 shares; 2024Q4: 1,034,698 shares; 2025Q1: 1,116,535 shares; 2025Q2: 1,050,677 shares; 2025Q3: 1,010,257 shares; 2025Q4: 995,991 shares; 2026Q1: 1,058,554 shares 1,058,554 $66.3M 0.51% +62,563 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: 114,589 shares; 2024Q4: 134,773 shares; 2025Q1: 27,365 shares; 2025Q2: 341,725 shares; 2025Q3: 374,247 shares; 2025Q4: 458,616 shares; 2026Q1: 451,214 shares 451,214 $66M 0.51% -7,402 Timeline ISCV 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: 317,150 shares; 2025Q3: 807,395 shares; 2025Q4: 908,467 shares; 2026Q1: 946,217 shares 946,217 $65.8M 0.51% +37,750 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086,761 shares; 2025Q3: 1,827,049 shares; 2025Q4: 2,035,286 shares; 2026Q1: 2,098,265 shares 2,098,265 $64M 0.49% +62,979 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: 287,102 shares; 2024Q4: 304,158 shares; 2025Q1: 334,741 shares; 2025Q2: 172,762 shares; 2025Q3: 384,604 shares; 2025Q4: 360,638 shares; 2026Q1: 481,628 shares 481,628 $62M 0.48% +120,990 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,250 shares; 2025Q3: 740,576 shares; 2025Q4: 821,543 shares; 2026Q1: 837,511 shares 837,511 $58.4M 0.45% +15,968 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471,142 shares; 2025Q3: 801,245 shares; 2025Q4: 888,805 shares; 2026Q1: 906,112 shares 906,112 $58.1M 0.45% +17,307 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: 365,135 shares; 2024Q4: 708,088 shares; 2025Q1: 924,704 shares; 2025Q2: 1,086,060 shares; 2025Q3: 808,118 shares; 2025Q4: 895,944 shares; 2026Q1: 854,222 shares 854,222 $56.4M 0.43% -41,722 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: 84,076 shares; 2024Q4: 160,434 shares; 2025Q1: 364,272 shares; 2025Q2: 209,874 shares; 2025Q3: 345,006 shares; 2025Q4: 305,617 shares; 2026Q1: 320,521 shares 320,521 $53M 0.41% +14,904 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: 172,297 shares; 2024Q4: 197,398 shares; 2025Q1: 266,337 shares; 2025Q2: 283,064 shares; 2025Q3: 345,692 shares; 2025Q4: 359,829 shares; 2026Q1: 399,585 shares 399,585 $52.3M 0.4% +39,756 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,851 shares; 2025Q1: not reported; 2025Q2: 1,058,190 shares; 2025Q3: 1,526,522 shares; 2025Q4: 1,764,116 shares; 2026Q1: 1,771,579 shares 1,771,579 $51.6M 0.4% +7,463 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324,144 shares; 2025Q3: 514,054 shares; 2025Q4: 607,216 shares; 2026Q1: 632,894 shares 632,894 $50.2M 0.39% +25,678 Timeline MLRG 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: 272,912 shares; 2025Q3: 471,003 shares; 2025Q4: 519,869 shares; 2026Q1: 548,477 shares 548,477 $49.3M 0.38% +28,608 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: 176,251 shares; 2024Q4: 190,309 shares; 2025Q1: 278,220 shares; 2025Q2: 304,975 shares; 2025Q3: 372,877 shares; 2025Q4: 393,051 shares; 2026Q1: 286,636 shares 286,636 $48.6M 0.37% -106,415 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: 18,004 shares; 2024Q4: 244,899 shares; 2025Q1: 817,669 shares; 2025Q2: 924,625 shares; 2025Q3: 1,097,054 shares; 2025Q4: 498,124 shares; 2026Q1: 1,659,384 shares 1,659,384 $47.6M 0.37% +1,161,260 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: 19,178 shares; 2024Q4: 25,070 shares; 2025Q1: 43,245 shares; 2025Q2: 46,064 shares; 2025Q3: 44,724 shares; 2025Q4: 75,206 shares; 2026Q1: 76,969 shares 76,969 $46.5M 0.36% +1,763 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: 1,690,665 shares; 2024Q4: 1,628,663 shares; 2025Q1: 2,003,904 shares; 2025Q2: 2,099,429 shares; 2025Q3: 1,963,147 shares; 2025Q4: 1,507,610 shares; 2026Q1: 1,582,081 shares 1,582,081 $45.9M 0.35% +74,471 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: 674,649 shares; 2024Q4: 720,534 shares; 2025Q1: 913,213 shares; 2025Q2: 906,832 shares; 2025Q3: 927,680 shares; 2025Q4: 978,394 shares; 2026Q1: 900,478 shares 900,478 $45.2M 0.35% -77,916 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: 34,077 shares; 2024Q4: 38,810 shares; 2025Q1: 22,956 shares; 2025Q2: 25,240 shares; 2025Q3: 13,103 shares; 2025Q4: 27,060 shares; 2026Q1: 48,964 shares 48,964 $45M 0.35% +21,904 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: 161,115 shares; 2024Q4: 167,092 shares; 2025Q1: 212,367 shares; 2025Q2: 238,175 shares; 2025Q3: 273,845 shares; 2025Q4: 287,293 shares; 2026Q1: 375,356 shares 375,356 $44.5M 0.34% +88,063 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: 138,559 shares; 2025Q4: 89,143 shares; 2026Q1: 186,669 shares 186,669 $44.5M 0.34% +97,526 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: 123,716 shares; 2024Q4: 226,186 shares; 2025Q1: 2,155 shares; 2025Q2: 2,256 shares; 2025Q3: 7,173 shares; 2025Q4: 4,878 shares; 2026Q1: 361,792 shares 361,792 $43.8M 0.34% +356,914 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: 111,205 shares; 2024Q4: 126,594 shares; 2025Q1: 276,216 shares; 2025Q2: 303,186 shares; 2025Q3: 286,441 shares; 2025Q4: 274,354 shares; 2026Q1: 275,249 shares 275,249 $42.7M 0.33% +895 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,086 shares; 2025Q3: 396,879 shares; 2025Q4: 442,063 shares; 2026Q1: 455,687 shares 455,687 $42.7M 0.33% +13,624 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: 173,384 shares; 2024Q4: 141,558 shares; 2025Q1: 176,671 shares; 2025Q2: 180,707 shares; 2025Q3: 341,857 shares; 2025Q4: 284,090 shares; 2026Q1: 321,008 shares 321,008 $42.1M 0.32% +36,918 Timeline SPHY 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: 1,374,490 shares; 2025Q4: 1,707,784 shares; 2026Q1: 1,802,745 shares 1,802,745 $42M 0.32% +94,961 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: 31,482 shares; 2025Q2: 80,000 shares; 2025Q3: 143,865 shares; 2025Q4: 203,498 shares; 2026Q1: 376,897 shares 376,897 $41.9M 0.32% +173,399 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494,916 shares; 2025Q3: 2,361,743 shares; 2025Q4: 1,373,620 shares; 2026Q1: 1,437,482 shares 1,437,482 $41.7M 0.32% +63,862 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: 164,825 shares; 2024Q4: 144,521 shares; 2025Q1: 156,116 shares; 2025Q2: 167,602 shares; 2025Q3: 178,227 shares; 2025Q4: 167,998 shares; 2026Q1: 165,446 shares 165,446 $41.5M 0.32% -2,552 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,373 shares; 2024Q4: 812,415 shares; 2025Q1: 254,293 shares; 2025Q2: 87,026 shares; 2025Q3: 72,898 shares; 2025Q4: 501,825 shares; 2026Q1: 902,336 shares 902,336 $41.4M 0.32% +400,511 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: 70,291 shares; 2024Q4: 71,517 shares; 2025Q1: 85,189 shares; 2025Q2: 173,966 shares; 2025Q3: 141,949 shares; 2025Q4: 116,600 shares; 2026Q1: 164,963 shares 164,963 $40.3M 0.31% +48,363 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,449 shares; 2024Q4: 221,440 shares; 2025Q1: 330,619 shares; 2025Q2: 347,876 shares; 2025Q3: 400,137 shares; 2025Q4: 139,134 shares; 2026Q1: 472,650 shares 472,650 $40.3M 0.31% +333,516 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 8,640 shares; 2025Q1: 66,519 shares; 2025Q2: 139,284 shares; 2025Q3: 255,938 shares; 2025Q4: 324,375 shares; 2026Q1: 365,177 shares 365,177 $39.5M 0.3% +40,802 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: not reported; 2024Q4: 964 shares; 2025Q1: 53,154 shares; 2025Q2: 114,605 shares; 2025Q3: 185,927 shares; 2025Q4: 216,652 shares; 2026Q1: 288,268 shares 288,268 $37.8M 0.29% +71,616 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: 3,867 shares; 2024Q4: 3,733 shares; 2025Q1: 19,848 shares; 2025Q2: 48,857 shares; 2025Q3: 82,513 shares; 2025Q4: 129,286 shares; 2026Q1: 237,971 shares 237,971 $37.4M 0.29% +108,685 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: 1,484,417 shares; 2024Q4: 1,388,226 shares; 2025Q1: 1,551,079 shares; 2025Q2: 1,522,647 shares; 2025Q3: 1,606,826 shares; 2025Q4: 1,860,369 shares; 2026Q1: 1,903,180 shares 1,903,180 $36.7M 0.28% +42,811 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: 808,154 shares; 2024Q4: 821,363 shares; 2025Q1: 865,369 shares; 2025Q2: 865,410 shares; 2025Q3: 884,381 shares; 2025Q4: 952,560 shares; 2026Q1: 960,294 shares 960,294 $36.3M 0.28% +7,734 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,815 shares; 2024Q4: 735,427 shares; 2025Q1: 762,895 shares; 2025Q2: 860,242 shares; 2025Q3: 697,813 shares; 2025Q4: 682,330 shares; 2026Q1: 778,314 shares 778,314 $36.3M 0.28% +95,984 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,117 shares; 2024Q4: 170,068 shares; 2025Q1: 185,196 shares; 2025Q2: 229,245 shares; 2025Q3: 195,330 shares; 2025Q4: 139,802 shares; 2026Q1: 122,408 shares 122,408 $36.3M 0.28% -17,394 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,313 shares; 2024Q4: 198,675 shares; 2025Q1: 202,059 shares; 2025Q2: 190,373 shares; 2025Q3: 178,224 shares; 2025Q4: 173,708 shares; 2026Q1: 195,457 shares 195,457 $36.1M 0.28% +21,749 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532,455 shares; 2025Q2: 770,716 shares; 2025Q3: 782,174 shares; 2025Q4: 707,334 shares; 2026Q1: 710,454 shares 710,454 $36M 0.28% +3,120 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: 200,972 shares; 2024Q4: 187,063 shares; 2025Q1: 302,435 shares; 2025Q2: 632,818 shares; 2025Q3: 584,511 shares; 2025Q4: 603,635 shares; 2026Q1: 681,989 shares 681,989 $35.5M 0.27% +78,354 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,979 shares; 2025Q1: 13,260 shares; 2025Q2: 26,631 shares; 2025Q3: 43,826 shares; 2025Q4: 60,859 shares; 2026Q1: 121,008 shares 121,008 $35.2M 0.27% +60,149 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 4,883 shares; 2025Q1: 3,898 shares; 2025Q2: 12,232 shares; 2025Q3: 13,987 shares; 2025Q4: 21,806 shares; 2026Q1: 19,773 shares 19,773 $34.2M 0.26% -2,033 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: 26,468 shares; 2024Q4: 22,583 shares; 2025Q1: 19,880 shares; 2025Q2: 556,759 shares; 2025Q3: 639,973 shares; 2025Q4: 116,233 shares; 2026Q1: 560,618 shares 560,618 $34M 0.26% +444,385 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: 45,631 shares; 2024Q4: 40,666 shares; 2025Q1: 42,891 shares; 2025Q2: 38,859 shares; 2025Q3: 54,492 shares; 2025Q4: 53,411 shares; 2026Q1: 73,630 shares 73,630 $33.9M 0.26% +20,219 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: 1,023 shares; 2024Q4: 1,608 shares; 2025Q1: 14,526 shares; 2025Q2: 24,719 shares; 2025Q3: 38,266 shares; 2025Q4: 50,139 shares; 2026Q1: 70,518 shares 70,518 $33.4M 0.26% +20,379 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,635 shares; 2024Q4: 694,757 shares; 2025Q1: 1,020,084 shares; 2025Q2: 989,064 shares; 2025Q3: 1,110,619 shares; 2025Q4: 467,930 shares; 2026Q1: 966,219 shares 966,219 $33.1M 0.25% +498,289 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,601 shares; 2024Q4: 69,402 shares; 2025Q1: 67,685 shares; 2025Q2: 61,439 shares; 2025Q3: 118,624 shares; 2025Q4: 242,170 shares; 2026Q1: 262,066 shares 262,066 $32.7M 0.25% +19,896 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: 6,994 shares; 2024Q4: 7,607 shares; 2025Q1: 7,961 shares; 2025Q2: 67,873 shares; 2025Q3: 132,680 shares; 2025Q4: 166,795 shares; 2026Q1: 181,980 shares 181,980 $31.4M 0.24% +15,185 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 40,376 shares; 2025Q1: 78,515 shares; 2025Q2: 102,904 shares; 2025Q3: 164,212 shares; 2025Q4: 190,771 shares; 2026Q1: 111,668 shares 111,668 $31.2M 0.24% -79,103 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: 15,636 shares; 2024Q4: 12,561 shares; 2025Q1: 87,257 shares; 2025Q2: 150,474 shares; 2025Q3: 281,415 shares; 2025Q4: 349,846 shares; 2026Q1: 601,093 shares 601,093 $30.9M 0.24% +251,247 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: 3,803 shares; 2024Q4: 13,731 shares; 2025Q1: 20,157 shares; 2025Q2: 25,134 shares; 2025Q3: 34,654 shares; 2025Q4: 38,400 shares; 2026Q1: 35,272 shares 35,272 $30.8M 0.24% -3,128 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,595 shares; 2024Q4: 133,782 shares; 2025Q1: 81,408 shares; 2025Q2: 101,179 shares; 2025Q3: 87,132 shares; 2025Q4: 263,406 shares; 2026Q1: 229,485 shares 229,485 $30.5M 0.23% -33,921 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,095 shares; 2025Q3: 68 shares; 2025Q4: 43 shares; 2026Q1: 52,097 shares 52,097 $30.1M 0.23% +52,054 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: 22,957 shares; 2024Q4: 1,384 shares; 2025Q1: 30,477 shares; 2025Q2: 35,150 shares; 2025Q3: 42,812 shares; 2025Q4: 37,677 shares; 2026Q1: 61,684 shares 61,684 $29.6M 0.23% +24,007 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: 4,587 shares; 2024Q4: 2,960 shares; 2025Q1: 56,587 shares; 2025Q2: 68,668 shares; 2025Q3: 88,570 shares; 2025Q4: 155,118 shares; 2026Q1: 200,602 shares 200,602 $29.5M 0.23% +45,484 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,153 shares; 2024Q4: 283,961 shares; 2025Q1: 381,872 shares; 2025Q2: 370,741 shares; 2025Q3: 271,433 shares; 2025Q4: 353,101 shares; 2026Q1: 571,580 shares 571,580 $29.4M 0.23% +218,479 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS 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: 340,000 shares; 2026Q1: 1,020,000 shares 1,020,000 $29.2M 0.22% +680,000 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: 97,609 shares; 2024Q4: 85,500 shares; 2025Q1: 97,262 shares; 2025Q2: 79,631 shares; 2025Q3: 81,192 shares; 2025Q4: 92,115 shares; 2026Q1: 121,691 shares 121,691 $29.1M 0.22% +29,576 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,484 shares; 2025Q1: 838,883 shares; 2025Q2: 2,326,308 shares; 2025Q3: 3,950,685 shares; 2025Q4: 5,588,912 shares; 2026Q1: 9,955,463 shares 9,955,463 $29.1M 0.22% +4,366,551 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,581 shares; 2024Q4: 143,048 shares; 2025Q1: 220,691 shares; 2025Q2: 225,029 shares; 2025Q3: 219,011 shares; 2025Q4: 195,389 shares; 2026Q1: 234,114 shares 234,114 $28.9M 0.22% +38,725 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: 55,794 shares; 2025Q1: 55,140 shares; 2025Q2: 59,088 shares; 2025Q3: 98,241 shares; 2025Q4: 83,307 shares; 2026Q1: 134,615 shares 134,615 $28.8M 0.22% +51,308 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: 198,188 shares; 2024Q4: 362,501 shares; 2025Q1: 288,056 shares; 2025Q2: 292,345 shares; 2025Q3: 242,576 shares; 2025Q4: 227,386 shares; 2026Q1: 381,176 shares 381,176 $28.4M 0.22% +153,790 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: 17,019 shares; 2024Q4: 14,583 shares; 2025Q1: 16,737 shares; 2025Q2: 14,028 shares; 2025Q3: 23,486 shares; 2025Q4: 146,943 shares; 2026Q1: 291,702 shares 291,702 $28M 0.22% +144,759 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,700 shares; 2024Q4: 6,490 shares; 2025Q1: 114,810 shares; 2025Q2: 157,490 shares; 2025Q3: 274,307 shares; 2025Q4: 379,523 shares; 2026Q1: 555,516 shares 555,516 $27.3M 0.21% +175,993 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: 142,003 shares; 2024Q4: 231,630 shares; 2025Q1: 296,169 shares; 2025Q2: 281,162 shares; 2025Q3: 216,422 shares; 2025Q4: 202,706 shares; 2026Q1: 218,657 shares 218,657 $27.2M 0.21% +15,951 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,063 shares; 2024Q4: 62,156 shares; 2025Q1: 65,380 shares; 2025Q2: 52,928 shares; 2025Q3: 56,650 shares; 2025Q4: 56,191 shares; 2026Q1: 75,667 shares 75,667 $27.2M 0.21% +19,476 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: 72,872 shares; 2024Q4: 32,638 shares; 2025Q1: 52,272 shares; 2025Q2: 11,198 shares; 2025Q3: 21,144 shares; 2025Q4: 62,908 shares; 2026Q1: 87,395 shares 87,395 $26.4M 0.2% +24,487 Timeline ILF 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: 352,407 shares; 2024Q4: 322,587 shares; 2025Q1: 2,801,903 shares; 2025Q2: 844,802 shares; 2025Q3: 726,924 shares; 2025Q4: not reported; 2026Q1: 744,017 shares 744,017 $26.4M 0.2% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,306 shares; 2025Q1: 1,740,737 shares; 2025Q2: 516,342 shares; 2025Q3: 515,038 shares; 2025Q4: 519,628 shares; 2026Q1: 521,136 shares 521,136 $26.4M 0.2% +1,508 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,343 shares; 2025Q1: 8,793 shares; 2025Q2: 16,585 shares; 2025Q3: 32,956 shares; 2025Q4: 52,295 shares; 2026Q1: 89,803 shares 89,803 $26.3M 0.2% +37,508 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: 24,171 shares; 2024Q4: 23,865 shares; 2025Q1: 15,658 shares; 2025Q2: 16,328 shares; 2025Q3: 23,444 shares; 2025Q4: 30,688 shares; 2026Q1: 26,373 shares 26,373 $26.3M 0.2% -4,315 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873,987 shares; 2024Q4: 576,666 shares; 2025Q1: 680,734 shares; 2025Q2: 504,937 shares; 2025Q3: 347,075 shares; 2025Q4: 327,179 shares; 2026Q1: 493,942 shares 493,942 $26.3M 0.2% +166,763 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: 4,553 shares; 2024Q4: 4,027 shares; 2025Q1: 10,317 shares; 2025Q2: 19,142 shares; 2025Q3: 40,320 shares; 2025Q4: 63,708 shares; 2026Q1: 139,914 shares 139,914 $26.1M 0.2% +76,206 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,447 shares; 2025Q1: 262,674 shares; 2025Q2: 600,138 shares; 2025Q3: 512,580 shares; 2025Q4: 747,358 shares; 2026Q1: 560,842 shares 560,842 $25.9M 0.2% -186,516 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,739 shares; 2025Q3: 203,260 shares; 2025Q4: 223,600 shares; 2026Q1: 235,754 shares 235,754 $25.9M 0.2% +12,154 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,696 shares; 2024Q4: 164,562 shares; 2025Q1: 15,415 shares; 2025Q2: 206,357 shares; 2025Q3: 215,940 shares; 2025Q4: 430,834 shares; 2026Q1: 447,566 shares 447,566 $25.8M 0.2% +16,732 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 323,270 shares; 2025Q3: 552,800 shares; 2025Q4: 689,661 shares; 2026Q1: 631,228 shares 631,228 $25.7M 0.2% -58,433 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: 64,977 shares; 2024Q4: 83,453 shares; 2025Q1: 87,930 shares; 2025Q2: 91,250 shares; 2025Q3: 141,207 shares; 2025Q4: 143,534 shares; 2026Q1: 126,325 shares 126,325 $25.7M 0.2% -17,209 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,312 shares; 2024Q4: 356,347 shares; 2025Q1: 524,411 shares; 2025Q2: 403,826 shares; 2025Q3: 511,396 shares; 2025Q4: 553,866 shares; 2026Q1: 807,729 shares 807,729 $25.6M 0.2% +253,863 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,918 shares; 2024Q4: 120,566 shares; 2025Q1: 137,243 shares; 2025Q2: 146,097 shares; 2025Q3: 178,375 shares; 2025Q4: 199,964 shares; 2026Q1: 215,551 shares 215,551 $25.5M 0.2% +15,587 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 55,395 shares; 2025Q1: 44,844 shares; 2025Q2: 57,814 shares; 2025Q3: 85,360 shares; 2025Q4: 89,582 shares; 2026Q1: 169,071 shares 169,071 $25.4M 0.2% +79,489 Timeline XPEV XPENG INC More: the full row for XPENG 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: 643,887 shares; 2025Q3: 738,930 shares; 2025Q4: 1,030,947 shares; 2026Q1: 1,465,595 shares 1,465,595 $25.1M 0.19% +434,648 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,723 shares; 2024Q4: 64,555 shares; 2025Q1: 73,108 shares; 2025Q2: 71,238 shares; 2025Q3: 76,103 shares; 2025Q4: 85,095 shares; 2026Q1: 93,246 shares 93,246 $24.8M 0.19% +8,151 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,061 shares; 2024Q4: 227,742 shares; 2025Q1: 272,454 shares; 2025Q2: 236,532 shares; 2025Q3: 215,284 shares; 2025Q4: 258,305 shares; 2026Q1: 215,794 shares 215,794 $24.7M 0.19% -42,511 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: 430 shares; 2024Q4: 846 shares; 2025Q1: 24,565 shares; 2025Q2: 89,587 shares; 2025Q3: 153,962 shares; 2025Q4: 217,877 shares; 2026Q1: 320,358 shares 320,358 $24.2M 0.19% +102,481 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,790 shares; 2025Q1: 44,585 shares; 2025Q2: 77,540 shares; 2025Q3: 127,327 shares; 2025Q4: 455,608 shares; 2026Q1: 984,548 shares 984,548 $24.1M 0.19% +528,940 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,253 shares; 2024Q4: 467,267 shares; 2025Q1: 458,988 shares; 2025Q2: 505,657 shares; 2025Q3: 402,562 shares; 2025Q4: 547,911 shares; 2026Q1: 490,695 shares 490,695 $24M 0.19% -57,216 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254,848 shares; 2025Q2: 209,108 shares; 2025Q3: 207,148 shares; 2025Q4: 205,188 shares; 2026Q1: 239,518 shares 239,518 $23.9M 0.18% +34,330 Timeline NVDW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,157 shares; 2025Q4: 457,445 shares; 2026Q1: 698,289 shares 698,289 $23.8M 0.18% +240,844 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,765 shares; 2024Q4: 451,404 shares; 2025Q1: 397,338 shares; 2025Q2: 1,885,440 shares; 2025Q3: 2,360,833 shares; 2025Q4: 2,075,844 shares; 2026Q1: 1,643,843 shares 1,643,843 $23.6M 0.18% -432,001 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: 9,623 shares; 2024Q4: 11,625 shares; 2025Q1: 10,335 shares; 2025Q2: 10,702 shares; 2025Q3: 13,919 shares; 2025Q4: 10,157 shares; 2026Q1: 17,723 shares 17,723 $23.4M 0.18% +7,566 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 45,624 shares; 2025Q1: 95,537 shares; 2025Q2: 126,614 shares; 2025Q3: 260,272 shares; 2025Q4: 302,366 shares; 2026Q1: 377,235 shares 377,235 $23.3M 0.18% +74,869 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,999,716 shares; 2026Q1: 2,576,488 shares 2,576,488 $23.3M 0.18% +576,772 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: 14,853 shares; 2024Q4: 17,514 shares; 2025Q1: 14,542 shares; 2025Q2: 18,371 shares; 2025Q3: 34,298 shares; 2025Q4: 33,191 shares; 2026Q1: 322,123 shares 322,123 $23.1M 0.18% +288,932 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: 450,487 shares; 2024Q4: 417,703 shares; 2025Q1: 414,074 shares; 2025Q2: 402,659 shares; 2025Q3: 379,306 shares; 2025Q4: 558,737 shares; 2026Q1: 403,877 shares 403,877 $23M 0.18% -154,860 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,716 shares; 2025Q3: 30,369 shares; 2025Q4: 35,254 shares; 2026Q1: 72,122 shares 72,122 $23M 0.18% +36,868 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: 4,714 shares; 2024Q4: 6,240 shares; 2025Q1: 297,390 shares; 2025Q2: 397,002 shares; 2025Q3: 1,025,360 shares; 2025Q4: 1,182,481 shares; 2026Q1: 1,302,684 shares 1,302,684 $22.9M 0.18% +120,203 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,903 shares; 2025Q1: 20,930 shares; 2025Q2: 219,204 shares; 2025Q3: 220,553 shares; 2025Q4: 242,722 shares; 2026Q1: 222,057 shares 222,057 $22.7M 0.17% -20,665 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: 205,561 shares; 2024Q4: 205,223 shares; 2025Q1: 224,204 shares; 2025Q2: 211,889 shares; 2025Q3: 210,101 shares; 2025Q4: 208,687 shares; 2026Q1: 239,704 shares 239,704 $22.5M 0.17% +31,017 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: 143,187 shares; 2024Q4: 170,161 shares; 2025Q1: 197,150 shares; 2025Q2: 201,622 shares; 2025Q3: 237,488 shares; 2025Q4: 227,423 shares; 2026Q1: 295,283 shares 295,283 $22.5M 0.17% +67,860 Timeline AAPW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,669 shares; 2025Q4: 455,801 shares; 2026Q1: 651,047 shares 651,047 $22.4M 0.17% +195,246 Timeline SSPY EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS 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: 305,044 shares; 2025Q3: 291,781 shares; 2025Q4: 265,478 shares; 2026Q1: 252,467 shares 252,467 $22.3M 0.17% -13,011 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: 71,666 shares; 2024Q4: 73,223 shares; 2025Q1: 95,525 shares; 2025Q2: 101,670 shares; 2025Q3: 162,752 shares; 2025Q4: 149,425 shares; 2026Q1: 154,186 shares 154,186 $22.3M 0.17% +4,761 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,671 shares; 2024Q4: 109,392 shares; 2025Q1: 95,726 shares; 2025Q2: 165,388 shares; 2025Q3: 165,772 shares; 2025Q4: 278,742 shares; 2026Q1: 267,262 shares 267,262 $22.1M 0.17% -11,480 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,316 shares; 2024Q4: 164,425 shares; 2025Q1: 173,782 shares; 2025Q2: 212,937 shares; 2025Q3: 234,222 shares; 2025Q4: 202,419 shares; 2026Q1: 256,836 shares 256,836 $22.1M 0.17% +54,417 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: 2,513 shares; 2024Q4: 9,788 shares; 2025Q1: 15,708 shares; 2025Q2: 4,997 shares; 2025Q3: 72,516 shares; 2025Q4: 65,028 shares; 2026Q1: 70,413 shares 70,413 $21.9M 0.17% +5,385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,006 shares; 2025Q3: 650,909 shares; 2025Q4: 717,103 shares; 2026Q1: 746,866 shares 746,866 $21.7M 0.17% +29,763 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: 92,618 shares; 2024Q4: 8,023 shares; 2025Q1: 141,703 shares; 2025Q2: 5,536 shares; 2025Q3: 176,033 shares; 2025Q4: 43,620 shares; 2026Q1: 162,628 shares 162,628 $21.5M 0.17% +119,008 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: 42,897 shares; 2024Q4: 1,209 shares; 2025Q1: 52,687 shares; 2025Q2: 55,429 shares; 2025Q3: 74,197 shares; 2025Q4: 60,353 shares; 2026Q1: 71,349 shares 71,349 $21M 0.16% +10,996 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 25,006 shares; 2026Q1: 274,995 shares 274,995 $20.9M 0.16% +249,989 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: 67,806 shares; 2024Q4: 48,687 shares; 2025Q1: 70,891 shares; 2025Q2: 46,342 shares; 2025Q3: 44,389 shares; 2025Q4: 54,386 shares; 2026Q1: 75,323 shares 75,323 $20.9M 0.16% +20,937 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,406 shares; 2024Q4: 69,311 shares; 2025Q1: 84,339 shares; 2025Q2: 76,488 shares; 2025Q3: 68,686 shares; 2025Q4: 97,401 shares; 2026Q1: 146,524 shares 146,524 $20.9M 0.16% +49,123 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: 60,833 shares; 2024Q4: 53,466 shares; 2025Q1: 30,938 shares; 2025Q2: 27,794 shares; 2025Q3: 60,731 shares; 2025Q4: 36,669 shares; 2026Q1: 37,051 shares 37,051 $20.9M 0.16% +382 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,469 shares; 2024Q4: 461,096 shares; 2025Q1: 407,171 shares; 2025Q2: 296,475 shares; 2025Q3: 267,449 shares; 2025Q4: 275,294 shares; 2026Q1: 364,155 shares 364,155 $20.6M 0.16% +88,861 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: 2,482 shares; 2024Q4: 2,542 shares; 2025Q1: not reported; 2025Q2: 20,506 shares; 2025Q3: 30,982 shares; 2025Q4: 36,644 shares; 2026Q1: 29,573 shares 29,573 $20.1M 0.16% -7,071 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,336 shares 52,336 $20.1M 0.15% new 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: 69,178 shares; 2024Q4: 76,250 shares; 2025Q1: 592,832 shares; 2025Q2: 1,200,564 shares; 2025Q3: 1,162,788 shares; 2025Q4: 1,101,978 shares; 2026Q1: 702,391 shares 702,391 $19.7M 0.15% -399,587 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: 756,285 shares; 2024Q4: 928,015 shares; 2025Q1: 789,690 shares; 2025Q2: 1,001,983 shares; 2025Q3: 1,062,611 shares; 2025Q4: 800,960 shares; 2026Q1: 858,047 shares 858,047 $19.6M 0.15% +57,087 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 890 shares; 2025Q1: 975 shares; 2025Q2: 1,273 shares; 2025Q3: 17,986 shares; 2025Q4: 40,937 shares; 2026Q1: 150,377 shares 150,377 $19.5M 0.15% +109,440 Timeline JNK 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: 140,579 shares; 2025Q3: 176,367 shares; 2025Q4: 186,467 shares; 2026Q1: 202,796 shares 202,796 $19.4M 0.15% +16,329 Timeline BOND 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: not reported; 2025Q2: 227,149 shares; 2025Q3: 368,454 shares; 2025Q4: 389,552 shares; 2026Q1: 210,351 shares 210,351 $19.4M 0.15% -179,201 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,322 shares; 2024Q4: 123,420 shares; 2025Q1: 112,170 shares; 2025Q2: 116,168 shares; 2025Q3: 111,312 shares; 2025Q4: 130,283 shares; 2026Q1: 151,797 shares 151,797 $19.4M 0.15% +21,514 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776,544 shares 776,544 $19.3M 0.15% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 17,299 shares; 2025Q1: 44,354 shares; 2025Q2: 58,551 shares; 2025Q3: 85,123 shares; 2025Q4: 97,827 shares; 2026Q1: 151,829 shares 151,829 $19.3M 0.15% +54,002 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627,755 shares; 2025Q1: 522,304 shares; 2025Q2: 482,101 shares; 2025Q3: 474,029 shares; 2025Q4: 492,595 shares; 2026Q1: 490,958 shares 490,958 $19.3M 0.15% -1,637 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 10,750 shares; 2025Q1: 10,312 shares; 2025Q2: 8,760 shares; 2025Q3: 10,031 shares; 2025Q4: 2,000 shares; 2026Q1: 304,284 shares 304,284 $19.1M 0.15% +302,284 Timeline MSFW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,409 shares; 2025Q4: 467,841 shares; 2026Q1: 714,460 shares 714,460 $18.9M 0.15% +246,619 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530,737 shares 530,737 $18.8M 0.14% new Timeline QQQM 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: 450,749 shares; 2024Q4: 371,122 shares; 2025Q1: 87,402 shares; 2025Q2: 248,948 shares; 2025Q3: 183,390 shares; 2025Q4: 216,233 shares; 2026Q1: 79,160 shares 79,160 $18.8M 0.14% -137,073 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374,061 shares; 2024Q4: 1,313,197 shares; 2025Q1: 1,724,888 shares; 2025Q2: 1,335,117 shares; 2025Q3: 1,125,674 shares; 2025Q4: 1,158,084 shares; 2026Q1: 2,274,746 shares 2,274,746 $18.8M 0.14% +1,116,662 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,639 shares; 2024Q4: 179,942 shares; 2025Q1: 191,981 shares; 2025Q2: 174,632 shares; 2025Q3: 173,539 shares; 2025Q4: 195,408 shares; 2026Q1: 286,096 shares 286,096 $18.7M 0.14% +90,688 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,247 shares; 2024Q4: 217,396 shares; 2025Q1: 133,980 shares; 2025Q2: 53,652 shares; 2025Q3: 45,000 shares; 2025Q4: 153,044 shares; 2026Q1: 127,230 shares 127,230 $18.7M 0.14% -25,814 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: 48,087 shares; 2024Q4: 43,225 shares; 2025Q1: not reported; 2025Q2: 75,987 shares; 2025Q3: 63,723 shares; 2025Q4: 233,442 shares; 2026Q1: 193,448 shares 193,448 $18.5M 0.14% -39,994 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,180 shares; 2024Q4: 37,920 shares; 2025Q1: 52,164 shares; 2025Q2: 49,070 shares; 2025Q3: 51,368 shares; 2025Q4: 65,575 shares; 2026Q1: 87,293 shares 87,293 $18.3M 0.14% +21,718 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 12,022 shares; 2025Q1: 16,023 shares; 2025Q2: 32,404 shares; 2025Q3: 51,773 shares; 2025Q4: 72,528 shares; 2026Q1: 127,164 shares 127,164 $18.2M 0.14% +54,636 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,664 shares; 2024Q4: 197,279 shares; 2025Q1: 192,765 shares; 2025Q2: 167,241 shares; 2025Q3: 184,865 shares; 2025Q4: 223,476 shares; 2026Q1: 280,607 shares 280,607 $18.1M 0.14% +57,131 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: 28,027 shares; 2024Q4: 49,121 shares; 2025Q1: 39,716 shares; 2025Q2: 38,296 shares; 2025Q3: 4,864 shares; 2025Q4: 27,665 shares; 2026Q1: 25,400 shares 25,400 $18M 0.14% -2,265 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,668 shares; 2024Q4: 90,265 shares; 2025Q1: 125,699 shares; 2025Q2: 117,028 shares; 2025Q3: 167,127 shares; 2025Q4: 214,904 shares; 2026Q1: 102,631 shares 102,631 $17.9M 0.14% -112,273 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: 6,135 shares; 2024Q4: 1,527 shares; 2025Q1: 10,292 shares; 2025Q2: 22,632 shares; 2025Q3: 42,098 shares; 2025Q4: 58,849 shares; 2026Q1: 91,766 shares 91,766 $17.8M 0.14% +32,917 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,330 shares; 2025Q1: 14,214 shares; 2025Q2: 25,409 shares; 2025Q3: 42,198 shares; 2025Q4: 57,436 shares; 2026Q1: 99,462 shares 99,462 $17.8M 0.14% +42,026 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: 5,290 shares; 2024Q4: 2,391 shares; 2025Q1: 2,290 shares; 2025Q2: 2,234 shares; 2025Q3: 18,395 shares; 2025Q4: 20,804 shares; 2026Q1: 52,185 shares 52,185 $17.6M 0.14% +31,381 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: 99,633 shares; 2024Q4: 80,515 shares; 2025Q1: 84,265 shares; 2025Q2: 76,382 shares; 2025Q3: 113,270 shares; 2025Q4: 234,272 shares; 2026Q1: 182,583 shares 182,583 $17.6M 0.14% -51,689 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: 1,748 shares; 2024Q4: 115,147 shares; 2025Q1: 33,167 shares; 2025Q2: 209,108 shares; 2025Q3: 95,431 shares; 2025Q4: 124,000 shares; 2026Q1: 202,185 shares 202,185 $17.5M 0.13% +78,185 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 28,567 shares; 2025Q1: 32,345 shares; 2025Q2: 43,777 shares; 2025Q3: 63,285 shares; 2025Q4: 75,840 shares; 2026Q1: 83,768 shares 83,768 $17.1M 0.13% +7,928 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 25,287 shares; 2026Q1: 860,944 shares 860,944 $17M 0.13% +835,657 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: 19,773 shares; 2024Q4: 136,828 shares; 2025Q1: 17,260 shares; 2025Q2: 4,103 shares; 2025Q3: 285,405 shares; 2025Q4: 29,659 shares; 2026Q1: 180,936 shares 180,936 $17M 0.13% +151,277 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,731 shares; 2025Q1: 1,755 shares; 2025Q2: 1,905 shares; 2025Q3: 15,317 shares; 2025Q4: 29,508 shares; 2026Q1: 78,717 shares 78,717 $17M 0.13% +49,209 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: 84,367 shares; 2024Q4: 90,506 shares; 2025Q1: 104,330 shares; 2025Q2: 8,921 shares; 2025Q3: 17,851 shares; 2025Q4: 83,567 shares; 2026Q1: 88,035 shares 88,035 $17M 0.13% +4,468 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 206,575 shares 206,575 $16.9M 0.13% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256,272 shares; 2025Q1: 268,074 shares; 2025Q2: 333,828 shares; 2025Q3: 332,142 shares; 2025Q4: 338,886 shares; 2026Q1: 410,892 shares 410,892 $16.8M 0.13% +72,006 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: 4,675 shares; 2024Q4: 4,162 shares; 2025Q1: 4,390 shares; 2025Q2: 7,249 shares; 2025Q3: 16,090 shares; 2025Q4: 42,854 shares; 2026Q1: 180,004 shares 180,004 $16.7M 0.13% +137,150 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 369,180 shares; 2025Q1: 302,840 shares; 2025Q2: 278,623 shares; 2025Q3: 273,134 shares; 2025Q4: 281,134 shares; 2026Q1: 280,416 shares 280,416 $16.7M 0.13% -718 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,574 shares; 2024Q4: 148,406 shares; 2025Q1: 300,000 shares; 2025Q2: 118,652 shares; 2025Q3: 275,397 shares; 2025Q4: 274,555 shares; 2026Q1: 181,849 shares 181,849 $16.7M 0.13% -92,706 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,477 shares; 2025Q3: 143,814 shares; 2025Q4: 506,971 shares; 2026Q1: 174,288 shares 174,288 $16.6M 0.13% -332,683 Timeline AMZW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179,877 shares; 2025Q4: 443,699 shares; 2026Q1: 486,297 shares 486,297 $16.5M 0.13% +42,598 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233,778 shares; 2024Q4: 1,316,786 shares; 2025Q1: 1,663,536 shares; 2025Q2: 1,182,825 shares; 2025Q3: 1,507,973 shares; 2025Q4: 1,248,014 shares; 2026Q1: 1,139,569 shares 1,139,569 $16.4M 0.13% -108,445 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,262 shares; 2025Q1: 6,235 shares; 2025Q2: 13,932 shares; 2025Q3: 21,580 shares; 2025Q4: 29,592 shares; 2026Q1: 58,530 shares 58,530 $16.3M 0.13% +28,938 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,924 shares; 2025Q1: 168,336 shares; 2025Q2: 160,259 shares; 2025Q3: 147,247 shares; 2025Q4: 179,426 shares; 2026Q1: 231,059 shares 231,059 $16M 0.12% +51,633 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: 529 shares; 2024Q4: 470 shares; 2025Q1: 493 shares; 2025Q2: 3,004 shares; 2025Q3: 2,933 shares; 2025Q4: 602 shares; 2026Q1: 3,807 shares 3,807 $16M 0.12% +3,205 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763,871 shares; 2024Q4: 899,004 shares; 2025Q1: 1,089,562 shares; 2025Q2: 1,173,211 shares; 2025Q3: 1,045,049 shares; 2025Q4: 1,539,210 shares; 2026Q1: 1,956,189 shares 1,956,189 $16M 0.12% +416,979 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,117 shares; 2024Q4: 629,329 shares; 2025Q1: 1,009,594 shares; 2025Q2: 675,545 shares; 2025Q3: 1,055,801 shares; 2025Q4: 1,057,639 shares; 2026Q1: 1,054,448 shares 1,054,448 $15.8M 0.12% -3,191 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: 5,126 shares; 2024Q4: 8,219 shares; 2025Q1: 6,551 shares; 2025Q2: 9,537 shares; 2025Q3: 254,591 shares; 2025Q4: 226,684 shares; 2026Q1: 202,030 shares 202,030 $15.7M 0.12% -24,654 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: 114,410 shares; 2024Q4: 121,098 shares; 2025Q1: 294,827 shares; 2025Q2: 302,992 shares; 2025Q3: 155,720 shares; 2025Q4: 270,321 shares; 2026Q1: 162,363 shares 162,363 $15.7M 0.12% -107,958 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,563 shares; 2024Q4: 117,618 shares; 2025Q1: 111,499 shares; 2025Q2: 108,305 shares; 2025Q3: 102,195 shares; 2025Q4: 92,732 shares; 2026Q1: 115,676 shares 115,676 $15.6M 0.12% +22,944 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 12,985 shares; 2025Q1: 11,975 shares; 2025Q2: 11,801 shares; 2025Q3: 10,720 shares; 2025Q4: 10,712 shares; 2026Q1: 113,322 shares 113,322 $15.5M 0.12% +102,610 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: 62,257 shares; 2024Q4: 56,356 shares; 2025Q1: 69,365 shares; 2025Q2: 5,507 shares; 2025Q3: 57,657 shares; 2025Q4: 52,439 shares; 2026Q1: 54,666 shares 54,666 $15.5M 0.12% +2,227 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: 6,809 shares; 2024Q4: 1,923 shares; 2025Q1: 1,921 shares; 2025Q2: 2,382 shares; 2025Q3: 21,414 shares; 2025Q4: 18,664 shares; 2026Q1: 44,433 shares 44,433 $15.2M 0.12% +25,769 Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL NV 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: 3,243,730 shares 3,243,730 $15.1M 0.12% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,233 shares; 2024Q4: 217,913 shares; 2025Q1: 279,895 shares; 2025Q2: 239,857 shares; 2025Q3: 214,021 shares; 2025Q4: 250,057 shares; 2026Q1: 289,631 shares 289,631 $15M 0.12% +39,574 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 10,187 shares; 2025Q1: 27,574 shares; 2025Q2: 53,682 shares; 2025Q3: 88,025 shares; 2025Q4: 124,426 shares; 2026Q1: 90,201 shares 90,201 $15M 0.12% -34,225 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: 663 shares; 2024Q4: 776 shares; 2025Q1: 901 shares; 2025Q2: 831 shares; 2025Q3: 5,888 shares; 2025Q4: 5,892 shares; 2026Q1: 43,512 shares 43,512 $14.9M 0.11% +37,620 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: 5,022 shares; 2024Q4: 2,884 shares; 2025Q1: 1,778 shares; 2025Q2: 2,407 shares; 2025Q3: 5,555 shares; 2025Q4: 4,532 shares; 2026Q1: 10,094 shares 10,094 $14.9M 0.11% +5,562 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,651 shares; 2024Q4: 456,221 shares; 2025Q1: 146,835 shares; 2025Q2: 198,805 shares; 2025Q3: 210,773 shares; 2025Q4: 259,726 shares; 2026Q1: 298,995 shares 298,995 $14.8M 0.11% +39,269 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: 18,206 shares; 2024Q4: 3,744 shares; 2025Q1: 21,990 shares; 2025Q2: 17,593 shares; 2025Q3: 26,832 shares; 2025Q4: 24,774 shares; 2026Q1: 34,284 shares 34,284 $14.8M 0.11% +9,510 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323,907 shares; 2024Q4: 1,471,822 shares; 2025Q1: 1,476,421 shares; 2025Q2: 1,074,546 shares; 2025Q3: 1,369,929 shares; 2025Q4: 938,599 shares; 2026Q1: 1,150,446 shares 1,150,446 $14.8M 0.11% +211,847 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,341 shares; 2024Q4: 369,165 shares; 2025Q1: 412,858 shares; 2025Q2: 393,174 shares; 2025Q3: 390,652 shares; 2025Q4: 385,307 shares; 2026Q1: 424,020 shares 424,020 $14.8M 0.11% +38,713 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,086 shares; 2024Q4: 714,249 shares; 2025Q1: 889,540 shares; 2025Q2: 1,043,848 shares; 2025Q3: 1,417,107 shares; 2025Q4: 1,150,083 shares; 2026Q1: 1,701,310 shares 1,701,310 $14.5M 0.11% +551,227 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,976 shares; 2024Q4: 16,390 shares; 2025Q1: 19,630 shares; 2025Q2: 68,481 shares; 2025Q3: 73,943 shares; 2025Q4: 77,018 shares; 2026Q1: 95,972 shares 95,972 $14.5M 0.11% +18,954 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 919 shares; 2025Q1: 11,627 shares; 2025Q2: 27,143 shares; 2025Q3: 46,048 shares; 2025Q4: 64,509 shares; 2026Q1: 135,184 shares 135,184 $14.4M 0.11% +70,675 Timeline GOOW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,025 shares; 2025Q4: 266,992 shares; 2026Q1: 248,715 shares 248,715 $14.4M 0.11% -18,277 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: 161,174 shares; 2024Q4: 132,189 shares; 2025Q1: 13,580 shares; 2025Q2: 5,780 shares; 2025Q3: 177,350 shares; 2025Q4: 31,012 shares; 2026Q1: 180,268 shares 180,268 $14.4M 0.11% +149,256 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: 113,462 shares; 2024Q4: 54,636 shares; 2025Q1: 69,465 shares; 2025Q2: 84,894 shares; 2025Q3: 82,305 shares; 2025Q4: 74,418 shares; 2026Q1: 76,881 shares 76,881 $14.3M 0.11% +2,463 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390,376 shares; 2024Q4: 1,399,898 shares; 2025Q1: 1,440,033 shares; 2025Q2: 1,286,071 shares; 2025Q3: 1,372,551 shares; 2025Q4: 1,629,459 shares; 2026Q1: 1,835,681 shares 1,835,681 $14.3M 0.11% +206,222 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,914 shares; 2024Q4: 127,005 shares; 2025Q1: 152,925 shares; 2025Q2: 145,414 shares; 2025Q3: 152,599 shares; 2025Q4: 151,745 shares; 2026Q1: 164,933 shares 164,933 $14.3M 0.11% +13,188 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,262 shares; 2024Q4: 225,250 shares; 2025Q1: 253,095 shares; 2025Q2: 240,226 shares; 2025Q3: 240,343 shares; 2025Q4: 237,762 shares; 2026Q1: 259,618 shares 259,618 $14.3M 0.11% +21,856 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438,707 shares; 2026Q1: 988,508 shares 988,508 $14.2M 0.11% +549,801 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,142 shares; 2025Q3: 311,888 shares; 2025Q4: 181,763 shares; 2026Q1: 188,756 shares 188,756 $14.1M 0.11% +6,993 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: 4,618 shares; 2024Q4: 4,801 shares; 2025Q1: 6,407 shares; 2025Q2: 5,501 shares; 2025Q3: 13,283 shares; 2025Q4: 15,762 shares; 2026Q1: 68,993 shares 68,993 $14M 0.11% +53,231 Timeline AVGW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153,174 shares; 2025Q4: 394,290 shares; 2026Q1: 385,419 shares 385,419 $14M 0.11% -8,871 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: 3,395 shares; 2024Q4: 3,391 shares; 2025Q1: 4,564 shares; 2025Q2: 3,723 shares; 2025Q3: 9,008 shares; 2025Q4: 43,124 shares; 2026Q1: 51,150 shares 51,150 $13.8M 0.11% +8,026 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: 32,579 shares; 2024Q4: 54,965 shares; 2025Q1: 98,415 shares; 2025Q2: 59,349 shares; 2025Q3: 76,628 shares; 2025Q4: 62,038 shares; 2026Q1: 109,494 shares 109,494 $13.8M 0.11% +47,456 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,782 shares; 2024Q4: 121,705 shares; 2025Q1: 147,953 shares; 2025Q2: 141,866 shares; 2025Q3: 141,832 shares; 2025Q4: 139,025 shares; 2026Q1: 151,481 shares 151,481 $13.7M 0.11% +12,456 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720,350 shares; 2024Q4: 825,661 shares; 2025Q1: 938,428 shares; 2025Q2: 935,035 shares; 2025Q3: 1,049,055 shares; 2025Q4: 1,211,258 shares; 2026Q1: 1,106,183 shares 1,106,183 $13.7M 0.11% -105,075 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 671,545 shares; 2025Q1: 882,522 shares; 2025Q2: 996,283 shares; 2025Q3: 1,109,001 shares; 2025Q4: 1,247,559 shares; 2026Q1: 1,597,252 shares 1,597,252 $13.5M 0.1% +349,693 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,493 shares; 2024Q4: 119,397 shares; 2025Q1: 144,440 shares; 2025Q2: 144,380 shares; 2025Q3: 143,929 shares; 2025Q4: 142,223 shares; 2026Q1: 155,197 shares 155,197 $13.4M 0.1% +12,974 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 856 shares; 2025Q1: 846 shares; 2025Q2: 16,338 shares; 2025Q3: 47,318 shares; 2025Q4: 105,097 shares; 2026Q1: 184,055 shares 184,055 $13.4M 0.1% +78,958 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,075 shares; 2025Q1: 137,825 shares; 2025Q2: 252,579 shares; 2025Q3: 275,213 shares; 2025Q4: 283,649 shares; 2026Q1: 282,826 shares 282,826 $13.3M 0.1% -823 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH 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: 31,248 shares 31,248 $13.2M 0.1% new 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: 3,181 shares; 2024Q4: 3,416 shares; 2025Q1: 3,488 shares; 2025Q2: 3,776 shares; 2025Q3: 12,464 shares; 2025Q4: 158,286 shares; 2026Q1: 186,412 shares 186,412 $13.2M 0.1% +28,126 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: 148,609 shares; 2024Q4: 149,741 shares; 2025Q1: not reported; 2025Q2: 191,343 shares; 2025Q3: 177,161 shares; 2025Q4: 113,644 shares; 2026Q1: 188,207 shares 188,207 $13M 0.1% +74,563 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 861 shares; 2025Q1: 934 shares; 2025Q2: 892 shares; 2025Q3: 983 shares; 2025Q4: 44,864 shares; 2026Q1: 99,308 shares 99,308 $13M 0.1% +54,444 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: 919,576 shares; 2024Q4: 415,557 shares; 2025Q1: 715,068 shares; 2025Q2: 3,012 shares; 2025Q3: 67 shares; 2025Q4: 258,654 shares; 2026Q1: 212,096 shares 212,096 $13M 0.1% -46,558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,016 shares; 2025Q3: 56,469 shares; 2025Q4: 62,258 shares; 2026Q1: 65,629 shares 65,629 $12.9M 0.1% +3,371 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: 7,889 shares; 2024Q4: 11,667 shares; 2025Q1: 9,875 shares; 2025Q2: 11,055 shares; 2025Q3: 25,158 shares; 2025Q4: 30,531 shares; 2026Q1: 25,762 shares 25,762 $12.9M 0.1% -4,769 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,835 shares; 2024Q4: 292,833 shares; 2025Q1: 247,421 shares; 2025Q2: 334,898 shares; 2025Q3: 406,779 shares; 2025Q4: 472,211 shares; 2026Q1: 1,186,060 shares 1,186,060 $12.9M 0.1% +713,849 Timeline METW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,573 shares; 2025Q4: 516,885 shares; 2026Q1: 464,943 shares 464,943 $12.7M 0.1% -51,942 Timeline SMLF 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: 139,819 shares; 2025Q1: 177,718 shares; 2025Q2: 198,569 shares; 2025Q3: 196,743 shares; 2025Q4: 194,917 shares; 2026Q1: 166,740 shares 166,740 $12.6M 0.1% -28,177 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: 708 shares; 2024Q4: 110,037 shares; 2025Q1: 136,398 shares; 2025Q2: 123,872 shares; 2025Q3: 119,720 shares; 2025Q4: 118,070 shares; 2026Q1: 101,221 shares 101,221 $12.6M 0.1% -16,849 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: 124,832 shares; 2024Q4: 132,551 shares; 2025Q1: 159,542 shares; 2025Q2: 152,787 shares; 2025Q3: 153,740 shares; 2025Q4: 158,968 shares; 2026Q1: 167,060 shares 167,060 $12.6M 0.1% +8,092 Timeline IMSR TERRESTRIAL ENERGY INC More: the full row for TERRESTRIAL 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: not reported; 2025Q4: not reported; 2026Q1: 2,091,161 shares 2,091,161 $12.6M 0.1% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 20,894 shares; 2025Q1: 9,867 shares; 2025Q2: 13,300 shares; 2025Q3: 60,317 shares; 2025Q4: 77,145 shares; 2026Q1: 165,214 shares 165,214 $12.4M 0.1% +88,069 Timeline TSLW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,312 shares; 2025Q4: 504,575 shares; 2026Q1: 528,694 shares 528,694 $12.4M 0.1% +24,119 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208,348 shares; 2025Q1: 194,529 shares; 2025Q2: 151,997 shares; 2025Q3: 151,153 shares; 2025Q4: 154,529 shares; 2026Q1: 153,790 shares 153,790 $12.4M 0.1% -739 Timeline LRGF 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: not reported; 2026Q1: 186,667 shares 186,667 $12.3M 0.09% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906,586 shares 906,586 $12.2M 0.09% new 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: 9,838 shares; 2024Q4: 9,077 shares; 2025Q1: 9,314 shares; 2025Q2: 7,503 shares; 2025Q3: 12,472 shares; 2025Q4: 16,117 shares; 2026Q1: 24,852 shares 24,852 $12.1M 0.09% +8,735 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR 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: 181,776 shares; 2025Q3: 298,163 shares; 2025Q4: 346,123 shares; 2026Q1: 587,787 shares 587,787 $12M 0.09% +241,664 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,830 shares; 2025Q1: 16,292 shares; 2025Q2: 28,285 shares; 2025Q3: 54,255 shares; 2025Q4: 71,944 shares; 2026Q1: 99,746 shares 99,746 $11.8M 0.09% +27,802 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,000 shares 300,000 $11.8M 0.09% new 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: 12,567 shares; 2024Q4: 18,937 shares; 2025Q1: 15,956 shares; 2025Q2: 18,423 shares; 2025Q3: 41,488 shares; 2025Q4: 46,614 shares; 2026Q1: 39,009 shares 39,009 $11.8M 0.09% -7,605 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: 2,157 shares; 2024Q4: 2,293 shares; 2025Q1: 2,312 shares; 2025Q2: 2,454 shares; 2025Q3: 3,448 shares; 2025Q4: 2,136 shares; 2026Q1: 30,068 shares 30,068 $11.8M 0.09% +27,932 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,006 shares; 2024Q4: 514,617 shares; 2025Q1: 511,054 shares; 2025Q2: 494,855 shares; 2025Q3: 466,951 shares; 2025Q4: 565,617 shares; 2026Q1: 525,612 shares 525,612 $11.7M 0.09% -40,005 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: 61,997 shares; 2025Q1: 71,162 shares; 2025Q2: 70,472 shares; 2025Q3: 88,153 shares; 2025Q4: 97,176 shares; 2026Q1: 94,688 shares 94,688 $11.6M 0.09% -2,488 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 587,621 shares; 2025Q3: 713,742 shares; 2025Q4: 828,550 shares; 2026Q1: 1,081,607 shares 1,081,607 $11.5M 0.09% +253,057 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: 231,872 shares; 2024Q4: 215,060 shares; 2025Q1: 213,571 shares; 2025Q2: 207,330 shares; 2025Q3: 214,817 shares; 2025Q4: 276,673 shares; 2026Q1: 269,657 shares 269,657 $11.1M 0.09% -7,016 Timeline BLSH BULLISH More: the full row for BULLISH 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: 163,855 shares; 2025Q4: 132,980 shares; 2026Q1: 307,777 shares 307,777 $11M 0.08% +174,797 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 592,901 shares 592,901 $10.9M 0.08% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 6,628 shares; 2025Q1: 27,446 shares; 2025Q2: 48,037 shares; 2025Q3: 77,235 shares; 2025Q4: 106,633 shares; 2026Q1: 181,727 shares 181,727 $10.7M 0.08% +75,094 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: 170,684 shares; 2024Q4: 119,080 shares; 2025Q1: 29,984 shares; 2025Q2: 33,116 shares; 2025Q3: 95,149 shares; 2025Q4: 314,728 shares; 2026Q1: 88,552 shares 88,552 $10.7M 0.08% -226,176 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: 14,679 shares; 2024Q4: 17,855 shares; 2025Q1: 24,668 shares; 2025Q2: 31,204 shares; 2025Q3: 51,406 shares; 2025Q4: 60,567 shares; 2026Q1: 33,120 shares 33,120 $10.5M 0.08% -27,447 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: 22,617 shares; 2024Q4: 23,147 shares; 2025Q1: 24,875 shares; 2025Q2: 49,953 shares; 2025Q3: 75,891 shares; 2025Q4: 73,127 shares; 2026Q1: 65,529 shares 65,529 $10.5M 0.08% -7,598 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,102 shares; 2024Q4: 52,684 shares; 2025Q1: 73,004 shares; 2025Q2: 73,015 shares; 2025Q3: 74,895 shares; 2025Q4: 93,799 shares; 2026Q1: 176,756 shares 176,756 $10.4M 0.08% +82,957 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: not reported; 2024Q4: not reported; 2025Q1: 10,870 shares; 2025Q2: 142 shares; 2025Q3: 45 shares; 2025Q4: 42 shares; 2026Q1: 16,043 shares 16,043 $10.4M 0.08% +16,001 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,112 shares; 2025Q1: 96,354 shares; 2025Q2: 119,988 shares; 2025Q3: 119,382 shares; 2025Q4: 121,806 shares; 2026Q1: 144,182 shares 144,182 $10.3M 0.08% +22,376 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,174 shares; 2024Q4: 71,040 shares; 2025Q1: 54,061 shares; 2025Q2: 73,112 shares; 2025Q3: 46,316 shares; 2025Q4: 53,766 shares; 2026Q1: 59,457 shares 59,457 $10.3M 0.08% +5,691 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,027 shares; 2024Q4: 55,795 shares; 2025Q1: 52,263 shares; 2025Q2: 63,929 shares; 2025Q3: 85,169 shares; 2025Q4: 46,704 shares; 2026Q1: 136,567 shares 136,567 $10.3M 0.08% +89,863 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: 56,656 shares; 2024Q4: 445,162 shares; 2025Q1: 679,651 shares; 2025Q2: 267,431 shares; 2025Q3: 233,653 shares; 2025Q4: 32,454 shares; 2026Q1: 114,760 shares 114,760 $10.2M 0.08% +82,306 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: 1,167 shares; 2024Q4: 7,240 shares; 2025Q1: 4,714 shares; 2025Q2: 1,646 shares; 2025Q3: 13,715 shares; 2025Q4: 9,487 shares; 2026Q1: 87,648 shares 87,648 $10.1M 0.08% +78,161 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: 34,750 shares; 2024Q4: 30,447 shares; 2025Q1: 39,718 shares; 2025Q2: 30,867 shares; 2025Q3: 33,347 shares; 2025Q4: 37,582 shares; 2026Q1: 84,915 shares 84,915 $10.1M 0.08% +47,333 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 13,090 shares; 2025Q1: 10,138 shares; 2025Q2: 1,164 shares; 2025Q3: 4,968 shares; 2025Q4: 15,024 shares; 2026Q1: 176,533 shares 176,533 $9.85M 0.08% +161,509 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR 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: 62,466 shares; 2025Q3: 268,335 shares; 2025Q4: 246,393 shares; 2026Q1: 659,540 shares 659,540 $9.82M 0.08% +413,147 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,701 shares; 2025Q4: 349,635 shares; 2026Q1: 371,968 shares 371,968 $9.78M 0.08% +22,333 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: 139,783 shares; 2024Q4: 132,275 shares; 2025Q1: 175,813 shares; 2025Q2: 8,343 shares; 2025Q3: 125,012 shares; 2025Q4: 68,077 shares; 2026Q1: 47,224 shares 47,224 $9.77M 0.08% -20,853 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: 450 shares; 2024Q4: 432 shares; 2025Q1: 792 shares; 2025Q2: 1,274 shares; 2025Q3: 14,596 shares; 2025Q4: 15,494 shares; 2026Q1: 40,222 shares 40,222 $9.76M 0.08% +24,728 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 1,303,414 shares; 2025Q3: 1,206,280 shares; 2025Q4: 1,400,314 shares; 2026Q1: 2,183,554 shares 2,183,554 $9.65M 0.07% +783,240 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,986 shares; 2025Q3: 187,564 shares; 2025Q4: 198,306 shares; 2026Q1: 215,250 shares 215,250 $9.64M 0.07% +16,944 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 463 shares; 2025Q1: 512 shares; 2025Q2: 595 shares; 2025Q3: 630 shares; 2025Q4: 759 shares; 2026Q1: 32,082 shares 32,082 $9.55M 0.07% +31,323 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331,206 shares; 2025Q4: 350,171 shares; 2026Q1: 372,550 shares 372,550 $9.55M 0.07% +22,379 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: not reported; 2025Q1: not reported; 2025Q2: 133,147 shares; 2025Q3: 176,132 shares; 2025Q4: 186,220 shares; 2026Q1: 177,224 shares 177,224 $9.55M 0.07% -8,996 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,087 shares; 2024Q4: 34,914 shares; 2025Q1: 25,718 shares; 2025Q2: 32,910 shares; 2025Q3: 40,891 shares; 2025Q4: 38,439 shares; 2026Q1: 101,460 shares 101,460 $9.45M 0.07% +63,021 Timeline BRKW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,849 shares; 2025Q4: 422,535 shares; 2026Q1: 236,614 shares 236,614 $9.45M 0.07% -185,921 Timeline IQLT 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: 218,148 shares; 2025Q1: 203,679 shares; 2025Q2: 201,044 shares; 2025Q3: 199,927 shares; 2025Q4: 204,395 shares; 2026Q1: 202,767 shares 202,767 $9.37M 0.07% -1,628 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,552 shares; 2024Q4: 27,146 shares; 2025Q1: 34,217 shares; 2025Q2: 34,287 shares; 2025Q3: 46,445 shares; 2025Q4: 46,462 shares; 2026Q1: 79,205 shares 79,205 $9.35M 0.07% +32,743 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: 32,361 shares; 2024Q4: 74,807 shares; 2025Q1: 59,618 shares; 2025Q2: 72,451 shares; 2025Q3: 73,474 shares; 2025Q4: 100,764 shares; 2026Q1: 73,985 shares 73,985 $9.28M 0.07% -26,779 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: 65,865 shares; 2024Q4: 18,409 shares; 2025Q1: 17,485 shares; 2025Q2: 71,442 shares; 2025Q3: 33,646 shares; 2025Q4: 71,565 shares; 2026Q1: 38,154 shares 38,154 $9.25M 0.07% -33,411 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II 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: 234,151 shares 234,151 $9.24M 0.07% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,121 shares; 2024Q4: 54,336 shares; 2025Q1: 59,921 shares; 2025Q2: 58,216 shares; 2025Q3: 68,417 shares; 2025Q4: 67,925 shares; 2026Q1: 73,101 shares 73,101 $9.24M 0.07% +5,176 Timeline INTF 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: 256,564 shares; 2025Q1: 239,547 shares; 2025Q2: 236,515 shares; 2025Q3: 235,201 shares; 2025Q4: 240,457 shares; 2026Q1: 236,533 shares 236,533 $9.22M 0.07% -3,924 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 14,504 shares; 2025Q2: 28,453 shares; 2025Q3: 50,223 shares; 2025Q4: 64,958 shares; 2026Q1: 197,893 shares 197,893 $9.18M 0.07% +132,935 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666,983 shares; 2024Q4: 544,401 shares; 2025Q1: 520,387 shares; 2025Q2: 411,158 shares; 2025Q3: 369,137 shares; 2025Q4: 380,318 shares; 2026Q1: 413,861 shares 413,861 $9.08M 0.07% +33,543 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,396 shares; 2024Q4: 161,289 shares; 2025Q1: 163,802 shares; 2025Q2: 609,779 shares; 2025Q3: 548,179 shares; 2025Q4: 572,629 shares; 2026Q1: 473,342 shares 473,342 $8.94M 0.07% -99,287 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 8,099 shares; 2025Q1: 15,571 shares; 2025Q2: 14,821 shares; 2025Q3: 14,302 shares; 2025Q4: 14,349 shares; 2026Q1: 36,469 shares 36,469 $8.93M 0.07% +22,120 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: 175 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,399 shares; 2026Q1: 22,942 shares 22,942 $8.91M 0.07% +19,543 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: 10,882 shares; 2024Q4: 22,423 shares; 2025Q1: 21,624 shares; 2025Q2: 24,854 shares; 2025Q3: 32,155 shares; 2025Q4: 35,485 shares; 2026Q1: 55,318 shares 55,318 $8.87M 0.07% +19,833 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,836 shares; 2025Q1: 2,152 shares; 2025Q2: 1,984 shares; 2025Q3: 1,938 shares; 2025Q4: 1,902 shares; 2026Q1: 170,342 shares 170,342 $8.84M 0.07% +168,440 Timeline BTDR BITDEER TECHNOLOGIES GROUP More: the full row for BITDEER TECHNOLOGIES GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,915 shares; 2024Q4: 218,555 shares; 2025Q1: 692,420 shares; 2025Q2: 348,250 shares; 2025Q3: 508,546 shares; 2025Q4: 412,720 shares; 2026Q1: 1,011,786 shares 1,011,786 $8.75M 0.07% +599,066 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 43,605 shares; 2025Q1: 59,675 shares; 2025Q2: 80,811 shares; 2025Q3: 148,535 shares; 2025Q4: 172,427 shares; 2026Q1: 187,584 shares 187,584 $8.75M 0.07% +15,157 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,962 shares; 2024Q4: 6,560 shares; 2025Q1: 6,667 shares; 2025Q2: 7,773 shares; 2025Q3: 7,773 shares; 2025Q4: 8,171 shares; 2026Q1: 531,074 shares 531,074 $8.73M 0.07% +522,903 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256,193 shares; 2025Q3: 148 shares; 2025Q4: 100 shares; 2026Q1: 110,219 shares 110,219 $8.71M 0.07% +110,119 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 434 shares; 2025Q1: 487 shares; 2025Q2: 3,304 shares; 2025Q3: 632 shares; 2025Q4: 555 shares; 2026Q1: 132,127 shares 132,127 $8.62M 0.07% +131,572 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 163,965 shares; 2025Q4: 187,251 shares; 2026Q1: 249,960 shares 249,960 $8.49M 0.07% +62,709 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 30,055 shares; 2025Q1: 46,579 shares; 2025Q2: 63,035 shares; 2025Q3: 107,711 shares; 2025Q4: 128,436 shares; 2026Q1: 115,317 shares 115,317 $8.48M 0.07% -13,119 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 15,135 shares; 2025Q1: 19,084 shares; 2025Q2: 17,145 shares; 2025Q3: 18,056 shares; 2025Q4: 15,692 shares; 2026Q1: 55,424 shares 55,424 $8.45M 0.07% +39,732 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,806 shares; 2025Q2: 173,868 shares; 2025Q3: 562,760 shares; 2025Q4: 411,175 shares; 2026Q1: 534,583 shares 534,583 $8.43M 0.06% +123,408 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: 19,207 shares; 2024Q4: 19,384 shares; 2025Q1: 19,384 shares; 2025Q2: 19,920 shares; 2025Q3: 40,381 shares; 2025Q4: 49,129 shares; 2026Q1: 48,584 shares 48,584 $8.41M 0.06% -545 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: not reported; 2024Q4: 24,887 shares; 2025Q1: 25,904 shares; 2025Q2: 37,710 shares; 2025Q3: 31,857 shares; 2025Q4: 32,453 shares; 2026Q1: 38,555 shares 38,555 $8.29M 0.06% +6,102 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: 10,644 shares; 2024Q4: 18,747 shares; 2025Q1: 13,904 shares; 2025Q2: 15,262 shares; 2025Q3: 30,290 shares; 2025Q4: 32,395 shares; 2026Q1: 27,957 shares 27,957 $8.26M 0.06% -4,438 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,144 shares; 2025Q2: 84,660 shares; 2025Q3: 90,373 shares; 2025Q4: 80,785 shares; 2026Q1: 79,413 shares 79,413 $8.24M 0.06% -1,372 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,772 shares; 2024Q4: 69,742 shares; 2025Q1: 60,144 shares; 2025Q2: 43,241 shares; 2025Q3: 47,057 shares; 2025Q4: 52,788 shares; 2026Q1: 39,799 shares 39,799 $8.21M 0.06% -12,989 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: not reported; 2025Q2: 59,985 shares; 2025Q3: 59,420 shares; 2025Q4: 63,080 shares; 2026Q1: 313,411 shares 313,411 $8.21M 0.06% +250,331 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,120 shares; 2025Q1: 8,937 shares; 2025Q2: 17,377 shares; 2025Q3: 32,358 shares; 2025Q4: 34,064 shares; 2026Q1: 56,292 shares 56,292 $8.09M 0.06% +22,228 Timeline NFLW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,789 shares; 2025Q4: 666,506 shares; 2026Q1: 316,378 shares 316,378 $8.07M 0.06% -350,128 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: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,336 shares; 2025Q4: 21,083 shares; 2026Q1: 11,472 shares 11,472 $8.06M 0.06% -9,611 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 29,788 shares; 2025Q1: 61,407 shares; 2025Q2: 83,056 shares; 2025Q3: 115,846 shares; 2025Q4: 134,480 shares; 2026Q1: 100,754 shares 100,754 $7.95M 0.06% -33,726 Timeline COSW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440,026 shares; 2026Q1: 172,099 shares 172,099 $7.95M 0.06% -267,927 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,350 shares 310,350 $7.91M 0.06% new Timeline IGEB 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: 215,375 shares; 2025Q1: 184,991 shares; 2025Q2: 170,504 shares; 2025Q3: 168,014 shares; 2025Q4: 175,946 shares; 2026Q1: 175,037 shares 175,037 $7.89M 0.06% -909 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,171 shares; 2024Q4: 119,054 shares; 2025Q1: 118,433 shares; 2025Q2: 114,820 shares; 2025Q3: 108,556 shares; 2025Q4: 126,679 shares; 2026Q1: 120,598 shares 120,598 $7.84M 0.06% -6,081 Timeline BIV 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: 7,881 shares; 2024Q4: 19,916 shares; 2025Q1: 43,246 shares; 2025Q2: 129,168 shares; 2025Q3: 97,330 shares; 2025Q4: 79,803 shares; 2026Q1: 101,434 shares 101,434 $7.83M 0.06% +21,631 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 34 shares; 2025Q4: 18 shares; 2026Q1: 311,327 shares 311,327 $7.81M 0.06% +311,309 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 13,312 shares; 2025Q1: not reported; 2025Q2: 3,332 shares; 2025Q3: 267,494 shares; 2025Q4: 310,521 shares; 2026Q1: 295,008 shares 295,008 $7.69M 0.06% -15,513 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,785 shares 79,785 $7.64M 0.06% new 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: 122,185 shares; 2024Q4: 115,319 shares; 2025Q1: 126,643 shares; 2025Q2: 140,512 shares; 2025Q3: 131,864 shares; 2025Q4: 176,980 shares; 2026Q1: 195,019 shares 195,019 $7.58M 0.06% +18,039 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,698 shares; 2024Q4: 88,830 shares; 2025Q1: 134,005 shares; 2025Q2: 181,473 shares; 2025Q3: 253,080 shares; 2025Q4: 293,789 shares; 2026Q1: 406,982 shares 406,982 $7.57M 0.06% +113,193 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,478 shares; 2024Q4: 103,657 shares; 2025Q1: 113,710 shares; 2025Q2: 109,124 shares; 2025Q3: 139,242 shares; 2025Q4: 139,549 shares; 2026Q1: 141,996 shares 141,996 $7.56M 0.06% +2,447 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: 20,883 shares; 2024Q4: 74,561 shares; 2025Q1: 67,441 shares; 2025Q2: 76,437 shares; 2025Q3: 41,612 shares; 2025Q4: 104,415 shares; 2026Q1: 34,682 shares 34,682 $7.54M 0.06% -69,733 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,973 shares; 2024Q4: 51,060 shares; 2025Q1: 39,802 shares; 2025Q2: 35,749 shares; 2025Q3: 41,070 shares; 2025Q4: 34,271 shares; 2026Q1: 37,974 shares 37,974 $7.5M 0.06% +3,703 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 11,756 shares; 2025Q1: 10,439 shares; 2025Q2: 12,742 shares; 2025Q3: 105,743 shares; 2025Q4: 186,146 shares; 2026Q1: 295,960 shares 295,960 $7.35M 0.06% +109,814 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,720 shares; 2025Q1: 57,240 shares; 2025Q2: 71,280 shares; 2025Q3: 70,920 shares; 2025Q4: 72,360 shares; 2026Q1: 86,814 shares 86,814 $7.34M 0.06% +14,454 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,771 shares; 2024Q4: 34,603 shares; 2025Q1: 33,987 shares; 2025Q2: 30,169 shares; 2025Q3: 30,449 shares; 2025Q4: 36,987 shares; 2026Q1: 36,592 shares 36,592 $7.25M 0.06% -395 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,224 shares; 2025Q1: 133,083 shares; 2025Q2: 165,726 shares; 2025Q3: 164,889 shares; 2025Q4: 168,237 shares; 2026Q1: 202,762 shares 202,762 $7.22M 0.06% +34,525 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 8,974 shares; 2025Q1: 9,883 shares; 2025Q2: 12,325 shares; 2025Q3: 16,016 shares; 2025Q4: 14,686 shares; 2026Q1: 35,022 shares 35,022 $7.19M 0.06% +20,336 Timeline BKLN 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: 42,668 shares; 2024Q4: 67,447 shares; 2025Q1: 95,560 shares; 2025Q2: 58,020 shares; 2025Q3: 68,686 shares; 2025Q4: 155,877 shares; 2026Q1: 351,858 shares 351,858 $7.18M 0.06% +195,981 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: 11,510 shares; 2024Q4: 23,263 shares; 2025Q1: 22,674 shares; 2025Q2: 23,387 shares; 2025Q3: 31,548 shares; 2025Q4: 32,076 shares; 2026Q1: 36,172 shares 36,172 $7.17M 0.06% +4,096 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,243 shares; 2025Q1: 228,931 shares; 2025Q2: 221,982 shares; 2025Q3: 209,459 shares; 2025Q4: 178,575 shares; 2026Q1: 214,832 shares 214,832 $7.16M 0.06% +36,257 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: 245,817 shares; 2024Q4: 335,325 shares; 2025Q1: 130,651 shares; 2025Q2: 142,076 shares; 2025Q3: 167,100 shares; 2025Q4: 243,532 shares; 2026Q1: 50,570 shares 50,570 $7.05M 0.05% -192,962 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: 855 shares; 2024Q4: 3,591 shares; 2025Q1: 182 shares; 2025Q2: 45,781 shares; 2025Q3: 74,795 shares; 2025Q4: 72,629 shares; 2026Q1: 76,166 shares 76,166 $7.03M 0.05% +3,537 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,434 shares; 2025Q1: 2,976 shares; 2025Q2: 4,308 shares; 2025Q3: 6,444 shares; 2025Q4: 8,025 shares; 2026Q1: 7,276 shares 7,276 $7M 0.05% -749 Timeline VAW 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: 25,366 shares; 2024Q4: 12,379 shares; 2025Q1: 12,379 shares; 2025Q2: 12,004 shares; 2025Q3: 25,235 shares; 2025Q4: 30,675 shares; 2026Q1: 30,340 shares 30,340 $6.84M 0.05% -335 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: 63,962 shares; 2024Q4: 70,505 shares; 2025Q1: 67,869 shares; 2025Q2: 87,953 shares; 2025Q3: 107,469 shares; 2025Q4: 171,668 shares; 2026Q1: 183,834 shares 183,834 $6.76M 0.05% +12,166 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: 5,981 shares; 2024Q4: 7,445 shares; 2025Q1: 6,977 shares; 2025Q2: 5,619 shares; 2025Q3: 63,017 shares; 2025Q4: 22,119 shares; 2026Q1: 19,020 shares 19,020 $6.69M 0.05% -3,099 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 181,518 shares 181,518 $6.66M 0.05% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,513 shares; 2025Q1: 2,739 shares; 2025Q2: 624 shares; 2025Q3: 2,559 shares; 2025Q4: 20,021 shares; 2026Q1: 40,695 shares 40,695 $6.65M 0.05% +20,674 Timeline VIS 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: 21,705 shares; 2024Q4: 21,908 shares; 2025Q1: 21,156 shares; 2025Q2: 17,500 shares; 2025Q3: 17,661 shares; 2025Q4: 21,457 shares; 2026Q1: 21,223 shares 21,223 $6.63M 0.05% -234 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: 6,746 shares; 2024Q4: 56,521 shares; 2025Q1: 18,133 shares; 2025Q2: 69,794 shares; 2025Q3: 35,629 shares; 2025Q4: 84,163 shares; 2026Q1: 31,546 shares 31,546 $6.63M 0.05% -52,617 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: 18,354 shares; 2024Q4: 8,865 shares; 2025Q1: 8,865 shares; 2025Q2: 9,421 shares; 2025Q3: 9,506 shares; 2025Q4: 24,585 shares; 2026Q1: 24,317 shares 24,317 $6.62M 0.05% -268 Timeline VDC 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: 24,425 shares; 2024Q4: 24,654 shares; 2025Q1: 25,077 shares; 2025Q2: 23,840 shares; 2025Q3: 24,060 shares; 2025Q4: 29,195 shares; 2026Q1: 28,883 shares 28,883 $6.49M 0.05% -312 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,522 shares; 2025Q1: 57,404 shares; 2025Q2: 48,198 shares; 2025Q3: 47,738 shares; 2025Q4: 47,278 shares; 2026Q1: 58,600 shares 58,600 $6.47M 0.05% +11,322 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: 11,903 shares; 2024Q4: 12,584 shares; 2025Q1: 14,004 shares; 2025Q2: 23,527 shares; 2025Q3: 73,752 shares; 2025Q4: 102,006 shares; 2026Q1: 102,180 shares 102,180 $6.38M 0.05% +174 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 84,174 shares; 2025Q1: 89,029 shares; 2025Q2: 82,670 shares; 2025Q3: 88,563 shares; 2025Q4: 106,073 shares; 2026Q1: 141,044 shares 141,044 $6.38M 0.05% +34,971 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 28,594 shares; 2025Q1: 48,837 shares; 2025Q2: 155,261 shares; 2025Q3: 111,430 shares; 2025Q4: 109,548 shares; 2026Q1: 105,236 shares 105,236 $6.33M 0.05% -4,312 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: 273,415 shares; 2024Q4: 279,031 shares; 2025Q1: 186,105 shares; 2025Q2: 249,639 shares; 2025Q3: 251,492 shares; 2025Q4: 315,014 shares; 2026Q1: 142,575 shares 142,575 $6.29M 0.05% -172,439 Timeline VIGI 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: 456 shares; 2024Q4: 75,852 shares; 2025Q1: 73,632 shares; 2025Q2: 70,212 shares; 2025Q3: 69,822 shares; 2025Q4: 71,382 shares; 2026Q1: 70,076 shares 70,076 $6.2M 0.05% -1,306 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: 2,958 shares; 2024Q4: 2,945 shares; 2025Q1: 2,623 shares; 2025Q2: 2,586 shares; 2025Q3: 10,151 shares; 2025Q4: 12,025 shares; 2026Q1: 13,875 shares 13,875 $6.2M 0.05% +1,850 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,030 shares; 2024Q4: 130,207 shares; 2025Q1: 81,232 shares; 2025Q2: 115,817 shares; 2025Q3: 173,649 shares; 2025Q4: 211,139 shares; 2026Q1: 209,210 shares 209,210 $6.19M 0.05% -1,929 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: 8,724 shares; 2024Q4: 28,452 shares; 2025Q1: 25,844 shares; 2025Q2: 26,682 shares; 2025Q3: 27,234 shares; 2025Q4: 43,052 shares; 2026Q1: 51,231 shares 51,231 $6.12M 0.05% +8,179 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: 6,229 shares; 2024Q4: 6,031 shares; 2025Q1: 7,066 shares; 2025Q2: 20,429 shares; 2025Q3: 44,186 shares; 2025Q4: 59,035 shares; 2026Q1: 46,217 shares 46,217 $6.11M 0.05% -12,818 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,278 shares; 2024Q4: 45,297 shares; 2025Q1: 41,947 shares; 2025Q2: 39,687 shares; 2025Q3: 47,525 shares; 2025Q4: 34,906 shares; 2026Q1: 29,883 shares 29,883 $6.09M 0.05% -5,023 Timeline EMGF 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: not reported; 2024Q4: 162,288 shares; 2025Q1: 151,524 shares; 2025Q2: 147,567 shares; 2025Q3: 146,747 shares; 2025Q4: 150,027 shares; 2026Q1: 100,720 shares 100,720 $6.09M 0.05% -49,307 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,156 shares; 2024Q4: 72,523 shares; 2025Q1: 101,131 shares; 2025Q2: 123,456 shares; 2025Q3: 144,265 shares; 2025Q4: 147,308 shares; 2026Q1: 218,620 shares 218,620 $6.04M 0.05% +71,312 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 61,454 shares; 2025Q3: 61,113 shares; 2025Q4: 62,477 shares; 2026Q1: 119,117 shares 119,117 $6.01M 0.05% +56,640 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: 504 shares; 2024Q4: 558 shares; 2025Q1: 905 shares; 2025Q2: 1,084 shares; 2025Q3: 21,404 shares; 2025Q4: 22,421 shares; 2026Q1: 30,191 shares 30,191 $5.99M 0.05% +7,770 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,108 shares; 2024Q4: 28,508 shares; 2025Q1: 22,430 shares; 2025Q2: 26,232 shares; 2025Q3: 27,630 shares; 2025Q4: 30,082 shares; 2026Q1: 38,513 shares 38,513 $5.95M 0.05% +8,431 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 3,433 shares; 2025Q2: 9,506 shares; 2025Q3: 19,436 shares; 2025Q4: 23,500 shares; 2026Q1: 73,435 shares 73,435 $5.92M 0.05% +49,935 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,842 shares; 2024Q4: 38,930 shares; 2025Q1: 37,759 shares; 2025Q2: 35,120 shares; 2025Q3: 39,996 shares; 2025Q4: 82,272 shares; 2026Q1: 39,095 shares 39,095 $5.91M 0.05% -43,177 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: 16,975 shares; 2024Q4: 14,050 shares; 2025Q1: 104,482 shares; 2025Q2: 207,216 shares; 2025Q3: 125,942 shares; 2025Q4: 120,720 shares; 2026Q1: 57,332 shares 57,332 $5.89M 0.05% -63,388 Timeline ISCF 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: 235,218 shares; 2025Q1: 303,276 shares; 2025Q2: 161,595 shares; 2025Q3: 160,055 shares; 2025Q4: 158,517 shares; 2026Q1: 140,332 shares 140,332 $5.86M 0.05% -18,185 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,969 shares 55,969 $5.86M 0.05% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,884 shares; 2024Q4: 24,080 shares; 2025Q1: 19,785 shares; 2025Q2: 49,663 shares; 2025Q3: 19,670 shares; 2025Q4: 15,458 shares; 2026Q1: 23,924 shares 23,924 $5.82M 0.04% +8,466 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,443 shares; 2024Q4: 224,501 shares; 2025Q1: 61,484 shares; 2025Q2: 5,296 shares; 2025Q3: 5,102 shares; 2025Q4: 46,601 shares; 2026Q1: 38,370 shares 38,370 $5.81M 0.04% -8,231 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,836 shares; 2024Q4: 90,262 shares; 2025Q1: 85,914 shares; 2025Q2: 77,352 shares; 2025Q3: 94,046 shares; 2025Q4: 84,025 shares; 2026Q1: 120,102 shares 120,102 $5.64M 0.04% +36,077 Timeline CMDT 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: 699,645 shares; 2024Q4: 640,425 shares; 2025Q1: 760,260 shares; 2025Q2: 279,909 shares; 2025Q3: 232,894 shares; 2025Q4: 202,990 shares; 2026Q1: 173,187 shares 173,187 $5.59M 0.04% -29,803 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 52 shares; 2025Q4: 127,650 shares; 2026Q1: 216,949 shares 216,949 $5.56M 0.04% +89,299 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,328 shares; 2025Q1: 149,694 shares; 2025Q2: 147,548 shares; 2025Q3: 146,728 shares; 2025Q4: 150,008 shares; 2026Q1: 148,846 shares 148,846 $5.56M 0.04% -1,162 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: 942 shares; 2024Q4: 835 shares; 2025Q1: 1,311 shares; 2025Q2: 3,433 shares; 2025Q3: 19,021 shares; 2025Q4: 18,064 shares; 2026Q1: 16,870 shares 16,870 $5.55M 0.04% -1,194 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: 3,061 shares; 2024Q4: 3,330 shares; 2025Q1: 3,409 shares; 2025Q2: 7,438 shares; 2025Q3: 121,556 shares; 2025Q4: 242,254 shares; 2026Q1: 164,176 shares 164,176 $5.55M 0.04% -78,078 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: 69,522 shares; 2024Q4: 61,855 shares; 2025Q1: 54,985 shares; 2025Q2: 59,653 shares; 2025Q3: 73,505 shares; 2025Q4: 61,503 shares; 2026Q1: 90,311 shares 90,311 $5.53M 0.04% +28,808 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: 11,199 shares; 2024Q4: 9,418 shares; 2025Q1: 12,238 shares; 2025Q2: 9,801 shares; 2025Q3: 13,726 shares; 2025Q4: 13,784 shares; 2026Q1: 14,004 shares 14,004 $5.47M 0.04% +220 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,596 shares; 2024Q4: 83,288 shares; 2025Q1: 189,739 shares; 2025Q2: 95,897 shares; 2025Q3: 70,753 shares; 2025Q4: 61,803 shares; 2026Q1: 109,246 shares 109,246 $5.46M 0.04% +47,443 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: 13,120 shares; 2025Q3: not reported; 2025Q4: 67,343 shares; 2026Q1: 67,153 shares 67,153 $5.45M 0.04% -190 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,491 shares; 2024Q4: 81,230 shares; 2025Q1: 88,734 shares; 2025Q2: 85,348 shares; 2025Q3: 96,970 shares; 2025Q4: 100,683 shares; 2026Q1: 112,121 shares 112,121 $5.43M 0.04% +11,438 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,880 shares; 2024Q4: 43,452 shares; 2025Q1: 43,238 shares; 2025Q2: 42,149 shares; 2025Q3: 66,204 shares; 2025Q4: 77,305 shares; 2026Q1: 92,963 shares 92,963 $5.42M 0.04% +15,658 Timeline INDA 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: 164,736 shares; 2026Q1: 115,534 shares 115,534 $5.41M 0.04% -49,202 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,155 shares; 2024Q4: 23,609 shares; 2025Q1: 23,354 shares; 2025Q2: 24,951 shares; 2025Q3: 24,788 shares; 2025Q4: 25,071 shares; 2026Q1: 39,234 shares 39,234 $5.34M 0.04% +14,163 Timeline FLRN 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: 173,006 shares 173,006 $5.33M 0.04% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,478 shares 39,478 $5.32M 0.04% new 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: 9,781 shares; 2024Q4: 9,648 shares; 2025Q1: 15,734 shares; 2025Q2: 15,686 shares; 2025Q3: 20,793 shares; 2025Q4: 16,378 shares; 2026Q1: 19,981 shares 19,981 $5.32M 0.04% +3,603 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,765 shares; 2025Q1: 114,315 shares; 2025Q2: 106,829 shares; 2025Q3: 104,833 shares; 2025Q4: 106,562 shares; 2026Q1: 105,562 shares 105,562 $5.31M 0.04% -1,000 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 3,153 shares; 2025Q1: 21,722 shares; 2025Q2: 35,544 shares; 2025Q3: 90,791 shares; 2025Q4: 25,530 shares; 2026Q1: 143,667 shares 143,667 $5.27M 0.04% +118,137 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,811 shares; 2025Q1: 18,979 shares; 2025Q2: 22,731 shares; 2025Q3: 15,194 shares; 2025Q4: 8,956 shares; 2026Q1: 51,805 shares 51,805 $5.26M 0.04% +42,849 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: 153 shares; 2024Q4: 3,947 shares; 2025Q1: 5,072 shares; 2025Q2: 5,746 shares; 2025Q3: 7,434 shares; 2025Q4: 7,092 shares; 2026Q1: 5,844 shares 5,844 $5.23M 0.04% -1,248 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: 9,530 shares; 2024Q4: 10,086 shares; 2025Q1: 10,636 shares; 2025Q2: 11,991 shares; 2025Q3: 12,275 shares; 2025Q4: 23,930 shares; 2026Q1: 24,107 shares 24,107 $5.22M 0.04% +177 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: 8,875 shares; 2024Q4: 8,948 shares; 2025Q1: 2,124 shares; 2025Q2: 3,533 shares; 2025Q3: 8,060 shares; 2025Q4: 5,380 shares; 2026Q1: 24,409 shares 24,409 $5.16M 0.04% +19,029 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,378 shares 30,378 $5.13M 0.04% new 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: 2,618 shares; 2024Q4: 2,634 shares; 2025Q1: 25,373 shares; 2025Q2: 2,963 shares; 2025Q3: 5,304 shares; 2025Q4: 19,274 shares; 2026Q1: 5,963 shares 5,963 $5.04M 0.04% -13,311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 49 shares; 2025Q4: 41,535 shares; 2026Q1: 33,949 shares 33,949 $5.03M 0.04% -7,586 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: 235,331 shares; 2024Q4: 218,809 shares; 2025Q1: 217,294 shares; 2025Q2: 210,813 shares; 2025Q3: 198,923 shares; 2025Q4: 169,689 shares; 2026Q1: 204,140 shares 204,140 $4.96M 0.04% +34,451 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,893 shares; 2024Q4: 12,648 shares; 2025Q1: 12,648 shares; 2025Q2: 107,402 shares; 2025Q3: 107,918 shares; 2025Q4: 71,855 shares; 2026Q1: 66,883 shares 66,883 $4.95M 0.04% -4,972 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,384 shares; 2025Q2: 39,838 shares; 2025Q3: 28,616 shares; 2025Q4: 42,031 shares; 2026Q1: 44,714 shares 44,714 $4.9M 0.04% +2,683 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 1,411 shares; 2025Q1: 6,037 shares; 2025Q2: 15,441 shares; 2025Q3: 28,639 shares; 2025Q4: 51,752 shares; 2026Q1: 38,708 shares 38,708 $4.73M 0.04% -13,044 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,843 shares; 2024Q4: 69,429 shares; 2025Q1: 91,994 shares; 2025Q2: 115,041 shares; 2025Q3: 132,434 shares; 2025Q4: 110,944 shares; 2026Q1: 145,925 shares 145,925 $4.7M 0.04% +34,981 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,391 shares 45,391 $4.63M 0.04% new 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: 2,710 shares; 2024Q4: 1,611 shares; 2025Q1: 9,916 shares; 2025Q2: 10,154 shares; 2025Q3: 14,202 shares; 2025Q4: 13,086 shares; 2026Q1: 11,105 shares 11,105 $4.63M 0.04% -1,981 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,270 shares; 2026Q1: 19,549 shares 19,549 $4.62M 0.04% -24,721 Timeline IONQ IONQ INC More: the full row for IONQ 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: 97,176 shares; 2025Q3: 130,403 shares; 2025Q4: 139,752 shares; 2026Q1: 159,153 shares 159,153 $4.59M 0.04% +19,401 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 6,002 shares; 2026Q1: 48,529 shares 48,529 $4.56M 0.04% +42,527 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,054 shares; 2025Q3: 50,995 shares; 2025Q4: 44,457 shares; 2026Q1: 38,376 shares 38,376 $4.55M 0.04% -6,081 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,334 shares; 2024Q4: 95,004 shares; 2025Q1: 90,455 shares; 2025Q2: 103,831 shares; 2025Q3: 129,723 shares; 2025Q4: 63,462 shares; 2026Q1: 107,875 shares 107,875 $4.53M 0.03% +44,413 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,475 shares; 2024Q4: 73,425 shares; 2025Q1: 59,941 shares; 2025Q2: 63,927 shares; 2025Q3: 61,601 shares; 2025Q4: 65,475 shares; 2026Q1: 66,599 shares 66,599 $4.53M 0.03% +1,124 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,108 shares; 2025Q1: 114,009 shares; 2025Q2: 112,691 shares; 2025Q3: 112,065 shares; 2025Q4: 114,569 shares; 2026Q1: 111,047 shares 111,047 $4.5M 0.03% -3,522 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: 4,020 shares; 2024Q4: 6,159 shares; 2025Q1: 3,352 shares; 2025Q2: 3,940 shares; 2025Q3: 5,309 shares; 2025Q4: 4,863 shares; 2026Q1: 5,806 shares 5,806 $4.49M 0.03% +943 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,264 shares; 2024Q4: 294,148 shares; 2025Q1: 260,868 shares; 2025Q2: 256,115 shares; 2025Q3: 213,095 shares; 2025Q4: 185,725 shares; 2026Q1: 160,310 shares 160,310 $4.45M 0.03% -25,415 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: 370 shares; 2024Q4: 338 shares; 2025Q1: 467 shares; 2025Q2: 1,137 shares; 2025Q3: 4,681 shares; 2025Q4: 6,217 shares; 2026Q1: 4,523 shares 4,523 $4.43M 0.03% -1,694 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,604 shares; 2025Q1: 84,513 shares; 2025Q2: 89,953 shares; 2025Q3: 126,293 shares; 2025Q4: 164,636 shares; 2026Q1: 193,181 shares 193,181 $4.4M 0.03% +28,545 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: 128,963 shares; 2024Q4: 109,795 shares; 2025Q1: 122,336 shares; 2025Q2: 135,701 shares; 2025Q3: 127,778 shares; 2025Q4: 147,312 shares; 2026Q1: 160,303 shares 160,303 $4.38M 0.03% +12,991 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,167 shares; 2024Q4: 111,186 shares; 2025Q1: 62,315 shares; 2025Q2: 77,899 shares; 2025Q3: 69,176 shares; 2025Q4: 55,854 shares; 2026Q1: 39,259 shares 39,259 $4.37M 0.03% -16,595 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: 105,890 shares; 2024Q4: 12,055 shares; 2025Q1: 118,972 shares; 2025Q2: 11,616 shares; 2025Q3: 22,927 shares; 2025Q4: 24,846 shares; 2026Q1: 26,275 shares 26,275 $4.32M 0.03% +1,429 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,740 shares; 2025Q1: 2,026 shares; 2025Q2: 10,478 shares; 2025Q3: 40,578 shares; 2025Q4: 48,819 shares; 2026Q1: 52,824 shares 52,824 $4.32M 0.03% +4,005 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232,180 shares; 2025Q1: 182,780 shares; 2025Q2: 168,948 shares; 2025Q3: 164,996 shares; 2025Q4: 168,457 shares; 2026Q1: 168,457 shares 168,457 $4.3M 0.03% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 23,707 shares; 2025Q1: 29,095 shares; 2025Q2: 35,725 shares; 2025Q3: 50,673 shares; 2025Q4: 68,026 shares; 2026Q1: 84,682 shares 84,682 $4.23M 0.03% +16,656 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: 12,657 shares; 2024Q4: 11,622 shares; 2025Q1: 11,048 shares; 2025Q2: 41,872 shares; 2025Q3: 64,663 shares; 2025Q4: 65,288 shares; 2026Q1: 67,401 shares 67,401 $4.23M 0.03% +2,113 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: 1,512 shares; 2024Q4: 1,562 shares; 2025Q1: 1,602 shares; 2025Q2: 1,613 shares; 2025Q3: 9,825 shares; 2025Q4: 12,517 shares; 2026Q1: 31,127 shares 31,127 $4.21M 0.03% +18,610 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: 17,610 shares; 2024Q4: 14,267 shares; 2025Q1: 20,045 shares; 2025Q2: 42,873 shares; 2025Q3: 19,785 shares; 2025Q4: 101,647 shares; 2026Q1: 39,690 shares 39,690 $4.15M 0.03% -61,957 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: 4,003 shares; 2025Q1: 5,625 shares; 2025Q2: 6,528 shares; 2025Q3: 10,171 shares; 2025Q4: 14,710 shares; 2026Q1: 16,877 shares 16,877 $4.12M 0.03% +2,167 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 6,793 shares; 2025Q1: 7,875 shares; 2025Q2: 7,133 shares; 2025Q3: 11,779 shares; 2025Q4: 11,073 shares; 2026Q1: 34,014 shares 34,014 $4.12M 0.03% +22,941 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,482 shares; 2024Q4: 109,262 shares; 2025Q1: 106,913 shares; 2025Q2: 115,808 shares; 2025Q3: 128,426 shares; 2025Q4: 131,267 shares; 2026Q1: 126,346 shares 126,346 $4.02M 0.03% -4,921 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: 7,739 shares; 2024Q4: 6,635 shares; 2025Q1: 1,664 shares; 2025Q2: 2,204 shares; 2025Q3: 3,705 shares; 2025Q4: 2,585 shares; 2026Q1: 10,074 shares 10,074 $3.99M 0.03% +7,489 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,413 shares; 2024Q4: 84,486 shares; 2025Q1: 115,855 shares; 2025Q2: 123,741 shares; 2025Q3: 141,710 shares; 2025Q4: 149,642 shares; 2026Q1: 167,332 shares 167,332 $3.96M 0.03% +17,690 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 12,975 shares; 2025Q1: not reported; 2025Q2: 23,271 shares; 2025Q3: 19,587 shares; 2025Q4: 24,225 shares; 2026Q1: 42,475 shares 42,475 $3.89M 0.03% +18,250 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: 2,339 shares; 2024Q4: 1,927 shares; 2025Q1: 2,096 shares; 2025Q2: 2,407 shares; 2025Q3: 5,589 shares; 2025Q4: 5,329 shares; 2026Q1: 16,719 shares 16,719 $3.88M 0.03% +11,390 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,128 shares; 2024Q4: 272,142 shares; 2025Q1: 269,148 shares; 2025Q2: 1,773,947 shares; 2025Q3: 1,796,335 shares; 2025Q4: 1,130,428 shares; 2026Q1: 1,057,914 shares 1,057,914 $3.87M 0.03% -72,514 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: 5,261 shares; 2024Q4: 6,263 shares; 2025Q1: 6,692 shares; 2025Q2: 6,062 shares; 2025Q3: 8,214 shares; 2025Q4: 16,955 shares; 2026Q1: 11,672 shares 11,672 $3.84M 0.03% -5,283 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 3,513 shares; 2025Q1: 4,933 shares; 2025Q2: 4,637 shares; 2025Q3: 4,878 shares; 2025Q4: 4,593 shares; 2026Q1: 11,133 shares 11,133 $3.83M 0.03% +6,540 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,881 shares; 2024Q4: 84,876 shares; 2025Q1: 90,249 shares; 2025Q2: 95,591 shares; 2025Q3: 99,590 shares; 2025Q4: 76,017 shares; 2026Q1: 51,128 shares 51,128 $3.83M 0.03% -24,889 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 382 shares; 2025Q1: 518 shares; 2025Q2: 2,691 shares; 2025Q3: 6,206 shares; 2025Q4: 16,008 shares; 2026Q1: 22,205 shares 22,205 $3.82M 0.03% +6,197 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,148 shares; 2024Q4: 74,581 shares; 2025Q1: 46,669 shares; 2025Q2: 49,541 shares; 2025Q3: 118,698 shares; 2025Q4: 123,063 shares; 2026Q1: 125,757 shares 125,757 $3.82M 0.03% +2,694 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: 380 shares; 2024Q4: 415 shares; 2025Q1: 1,333 shares; 2025Q2: 3,015 shares; 2025Q3: 11,754 shares; 2025Q4: 11,589 shares; 2026Q1: 18,257 shares 18,257 $3.8M 0.03% +6,668 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,245 shares; 2024Q4: 67,797 shares; 2025Q1: 30,361 shares; 2025Q2: 21,022 shares; 2025Q3: 50,244 shares; 2025Q4: 39,509 shares; 2026Q1: 33,773 shares 33,773 $3.78M 0.03% -5,736 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,785 shares; 2024Q4: 162,005 shares; 2025Q1: 176,025 shares; 2025Q2: 180,982 shares; 2025Q3: 169,398 shares; 2025Q4: 171,919 shares; 2026Q1: 161,248 shares 161,248 $3.76M 0.03% -10,671 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,767 shares; 2024Q4: 60,729 shares; 2025Q1: 60,729 shares; 2025Q2: 301,631 shares; 2025Q3: 302,973 shares; 2025Q4: 181,544 shares; 2026Q1: 196,959 shares 196,959 $3.75M 0.03% +15,415 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: 4,850 shares; 2024Q4: 4,687 shares; 2025Q1: 5,034 shares; 2025Q2: 9,709 shares; 2025Q3: 18,857 shares; 2025Q4: 16,226 shares; 2026Q1: 18,916 shares 18,916 $3.74M 0.03% +2,690 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: 20,293 shares; 2024Q4: 20,063 shares; 2025Q1: 56,621 shares; 2025Q2: 67,381 shares; 2025Q3: 71,336 shares; 2025Q4: 55,640 shares; 2026Q1: 113,292 shares 113,292 $3.73M 0.03% +57,652 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 83,907 shares; 2025Q4: 90,423 shares; 2026Q1: 90,642 shares 90,642 $3.7M 0.03% +219 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,106 shares; 2025Q1: 2,140 shares; 2025Q2: 2,426 shares; 2025Q3: 1,545 shares; 2025Q4: 40,726 shares; 2026Q1: 37,774 shares 37,774 $3.69M 0.03% -2,952 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 11,275 shares; 2025Q1: 13,174 shares; 2025Q2: 14,074 shares; 2025Q3: 20,839 shares; 2025Q4: 23,800 shares; 2026Q1: 19,311 shares 19,311 $3.66M 0.03% -4,489 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: 8,778 shares; 2025Q2: 9,153 shares; 2025Q3: 3,258 shares; 2025Q4: 3,710 shares; 2026Q1: 12,078 shares 12,078 $3.65M 0.03% +8,368 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: 999 shares; 2024Q4: 701 shares; 2025Q1: 789 shares; 2025Q2: 2,095 shares; 2025Q3: 12,369 shares; 2025Q4: 19,494 shares; 2026Q1: 11,812 shares 11,812 $3.59M 0.03% -7,682 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,150 shares; 2025Q2: 33,645 shares; 2025Q3: 70,591 shares; 2025Q4: 87,409 shares; 2026Q1: 167,181 shares 167,181 $3.59M 0.03% +79,772 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,343 shares; 2024Q4: 50,407 shares; 2025Q1: 19,160 shares; 2025Q2: 19,532 shares; 2025Q3: 17,444 shares; 2025Q4: 16,946 shares; 2026Q1: 83,662 shares 83,662 $3.57M 0.03% +66,716 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 18,036 shares; 2025Q3: 50,644 shares; 2025Q4: 37,350 shares; 2026Q1: 61,296 shares 61,296 $3.57M 0.03% +23,946 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: 13,523 shares; 2024Q4: 13,416 shares; 2025Q1: 9,833 shares; 2025Q2: 12,582 shares; 2025Q3: 18,883 shares; 2025Q4: 17,751 shares; 2026Q1: 48,429 shares 48,429 $3.52M 0.03% +30,678 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: 17,332 shares; 2024Q4: 1,897 shares; 2025Q1: 2,827 shares; 2025Q2: 4,184 shares; 2025Q3: 12,098 shares; 2025Q4: 26,786 shares; 2026Q1: 13,008 shares 13,008 $3.52M 0.03% -13,778 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: 14,716 shares; 2024Q4: 15,086 shares; 2025Q1: 22,766 shares; 2025Q2: 15,341 shares; 2025Q3: 22,966 shares; 2025Q4: 16,250 shares; 2026Q1: 20,056 shares 20,056 $3.48M 0.03% +3,806 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: 3,143 shares; 2024Q4: 3,236 shares; 2025Q1: 3,541 shares; 2025Q2: 4,256 shares; 2025Q3: 8,127 shares; 2025Q4: 9,861 shares; 2026Q1: 10,594 shares 10,594 $3.45M 0.03% +733 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,519 shares; 2026Q1: 32,724 shares 32,724 $3.44M 0.03% +31,205 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784,982 shares; 2024Q4: 687,820 shares; 2025Q1: 703,230 shares; 2025Q2: 475,289 shares; 2025Q3: 615,746 shares; 2025Q4: 518,783 shares; 2026Q1: 744,897 shares 744,897 $3.43M 0.03% +226,114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,803 shares; 2026Q1: 29,172 shares 29,172 $3.42M 0.03% +11,369 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: 37,155 shares; 2024Q4: 42,922 shares; 2025Q1: 42,182 shares; 2025Q2: 34,666 shares; 2025Q3: 37,908 shares; 2025Q4: 37,881 shares; 2026Q1: 30,801 shares 30,801 $3.41M 0.03% -7,080 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 30,818 shares; 2025Q1: 31,482 shares; 2025Q2: 36,899 shares; 2025Q3: 45,880 shares; 2025Q4: 66,897 shares; 2026Q1: 84,449 shares 84,449 $3.41M 0.03% +17,552 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,822 shares; 2024Q4: 41,725 shares; 2025Q1: 34,539 shares; 2025Q2: 36,256 shares; 2025Q3: 29,380 shares; 2025Q4: 31,650 shares; 2026Q1: 42,921 shares 42,921 $3.4M 0.03% +11,271 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: 5,959 shares; 2024Q4: 6,462 shares; 2025Q1: 15,643 shares; 2025Q2: 15,599 shares; 2025Q3: 50,296 shares; 2025Q4: 50,489 shares; 2026Q1: 46,753 shares 46,753 $3.39M 0.03% -3,736 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,432 shares; 2025Q1: 62,169 shares; 2025Q2: 77,418 shares; 2025Q3: 77,027 shares; 2025Q4: 78,591 shares; 2026Q1: 92,371 shares 92,371 $3.34M 0.03% +13,780 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,753 shares 23,753 $3.33M 0.03% new Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,568 shares; 2025Q1: 188,976 shares; 2025Q2: 157,894 shares; 2025Q3: 156,390 shares; 2025Q4: 154,886 shares; 2026Q1: 132,137 shares 132,137 $3.33M 0.03% -22,749 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 7,389 shares; 2025Q1: 22,645 shares; 2025Q2: 9,562 shares; 2025Q3: 15,869 shares; 2025Q4: 17,099 shares; 2026Q1: 17,538 shares 17,538 $3.33M 0.03% +439 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,998 shares; 2025Q3: 71,391 shares; 2025Q4: 135,060 shares; 2026Q1: 108,836 shares 108,836 $3.27M 0.03% -26,224 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: 5,700 shares; 2024Q4: 3,188 shares; 2025Q1: 3,417 shares; 2025Q2: 3,468 shares; 2025Q3: 6,484 shares; 2025Q4: 8,539 shares; 2026Q1: 12,249 shares 12,249 $3.27M 0.03% +3,710 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,705 shares; 2024Q4: 31,159 shares; 2025Q1: 28,692 shares; 2025Q2: 29,973 shares; 2025Q3: 28,855 shares; 2025Q4: 31,214 shares; 2026Q1: 36,299 shares 36,299 $3.26M 0.03% +5,085 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,849 shares 91,849 $3.25M 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,025 shares; 2025Q1: 6,215 shares; 2025Q2: 5,330 shares; 2025Q3: 7,812 shares; 2025Q4: 5,478 shares; 2026Q1: 22,200 shares 22,200 $3.24M 0.02% +16,722 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 6,291 shares; 2025Q1: 7,607 shares; 2025Q2: 5,691 shares; 2025Q3: 3,766 shares; 2025Q4: 9,840 shares; 2026Q1: 6,530 shares 6,530 $3.24M 0.02% -3,310 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,293 shares; 2024Q4: 260,380 shares; 2025Q1: 239,741 shares; 2025Q2: 250,467 shares; 2025Q3: 245,225 shares; 2025Q4: 164,712 shares; 2026Q1: 148,775 shares 148,775 $3.24M 0.02% -15,937 Timeline EDV 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: 7,532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,591 shares; 2026Q1: 49,788 shares 49,788 $3.23M 0.02% +37,197 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,196 shares; 2024Q4: 42,319 shares; 2025Q1: 41,793 shares; 2025Q2: 39,436 shares; 2025Q3: 37,434 shares; 2025Q4: 76,218 shares; 2026Q1: 49,955 shares 49,955 $3.23M 0.02% -26,263 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,000 shares 64,000 $3.23M 0.02% new 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: 12,506 shares; 2024Q4: 19,063 shares; 2025Q1: 13,624 shares; 2025Q2: not reported; 2025Q3: 8,620 shares; 2025Q4: 9,953 shares; 2026Q1: 47,976 shares 47,976 $3.22M 0.02% +38,023 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 33,279 shares; 2025Q1: 31,783 shares; 2025Q2: 33,667 shares; 2025Q3: 28,990 shares; 2025Q4: 28,633 shares; 2026Q1: 36,377 shares 36,377 $3.22M 0.02% +7,744 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS 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: 197 shares; 2025Q4: 203 shares; 2026Q1: 24,434 shares 24,434 $3.19M 0.02% +24,231 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,610 shares; 2024Q4: 33,690 shares; 2025Q1: 49,357 shares; 2025Q2: 53,112 shares; 2025Q3: 86,477 shares; 2025Q4: 92,774 shares; 2026Q1: 114,980 shares 114,980 $3.18M 0.02% +22,206 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: 9,980 shares; 2024Q4: 10,073 shares; 2025Q1: 4,481 shares; 2025Q2: 8,051 shares; 2025Q3: 8,124 shares; 2025Q4: 9,834 shares; 2026Q1: 4,564 shares 4,564 $3.18M 0.02% -5,270 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,322 shares; 2024Q4: 40,701 shares; 2025Q1: 35,702 shares; 2025Q2: 30,830 shares; 2025Q3: 31,115 shares; 2025Q4: 37,798 shares; 2026Q1: 17,497 shares 17,497 $3.15M 0.02% -20,301 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: 5,727 shares; 2024Q4: 1,988 shares; 2025Q1: 1,689 shares; 2025Q2: 2,433 shares; 2025Q3: 3,856 shares; 2025Q4: 3,101 shares; 2026Q1: 3,618 shares 3,618 $3.13M 0.02% +517 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: 19,634 shares; 2024Q4: 10,639 shares; 2025Q1: 10,856 shares; 2025Q2: 11,985 shares; 2025Q3: 11,680 shares; 2025Q4: 25,921 shares; 2026Q1: 23,764 shares 23,764 $3.11M 0.02% -2,157 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,146 shares 20,146 $3.09M 0.02% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,089 shares; 2024Q4: 28,566 shares; 2025Q1: 27,155 shares; 2025Q2: 25,876 shares; 2025Q3: 25,996 shares; 2025Q4: 23,306 shares; 2026Q1: 28,947 shares 28,947 $3.09M 0.02% +5,641 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,324 shares; 2025Q3: 25,415 shares; 2025Q4: 80,929 shares; 2026Q1: 77,971 shares 77,971 $3.05M 0.02% -2,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 7,706 shares 7,706 $3.04M 0.02% +6,676 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: 6,725 shares; 2024Q4: 2,044 shares; 2025Q1: 2,555 shares; 2025Q2: 14,399 shares; 2025Q3: 9,840 shares; 2025Q4: 9,593 shares; 2026Q1: 22,033 shares 22,033 $3.02M 0.02% +12,440 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: 71,436 shares; 2024Q4: 59,115 shares; 2025Q1: 67,580 shares; 2025Q2: 57,105 shares; 2025Q3: 56,524 shares; 2025Q4: 66,973 shares; 2026Q1: 43,085 shares 43,085 $2.98M 0.02% -23,888 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 142,464 shares 142,464 $2.96M 0.02% new 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: 6,030 shares; 2024Q4: 5,598 shares; 2025Q1: 5,525 shares; 2025Q2: 5,627 shares; 2025Q3: 13,480 shares; 2025Q4: 15,420 shares; 2026Q1: 21,763 shares 21,763 $2.96M 0.02% +6,343 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 10,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 9,407 shares; 2026Q1: 38,255 shares 38,255 $2.95M 0.02% +28,848 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: 234,052 shares; 2024Q4: 3,355 shares; 2025Q1: 5,534 shares; 2025Q2: 12,396 shares; 2025Q3: 76,368 shares; 2025Q4: 85,797 shares; 2026Q1: 60,486 shares 60,486 $2.95M 0.02% -25,311 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 855 shares; 2025Q1: 110 shares; 2025Q2: 2,170 shares; 2025Q3: 3,588 shares; 2025Q4: 3,037 shares; 2026Q1: 2,531 shares 2,531 $2.93M 0.02% -506 Timeline VCR 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: 15,965 shares; 2024Q4: 16,115 shares; 2025Q1: 7,635 shares; 2025Q2: 13,973 shares; 2025Q3: 14,102 shares; 2025Q4: 17,135 shares; 2026Q1: 8,122 shares 8,122 $2.92M 0.02% -9,013 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: 5,514 shares; 2024Q4: 4,211 shares; 2025Q1: 3,923 shares; 2025Q2: 4,252 shares; 2025Q3: 10,398 shares; 2025Q4: 8,592 shares; 2026Q1: 12,622 shares 12,622 $2.91M 0.02% +4,030 Timeline