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: 10,519,868 shares; 2024Q4: 10,327,515 shares; 2025Q1: 10,325,979 shares; 2025Q2: 10,243,192 shares; 2025Q3: 9,992,569 shares; 2025Q4: 9,850,597 shares; 2026Q1: 13,581,861 shares 13,581,861 $2.37B 4.33% +3,731,264 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: 6,182,053 shares; 2024Q4: 6,159,063 shares; 2025Q1: 6,129,692 shares; 2025Q2: 6,063,214 shares; 2025Q3: 6,014,377 shares; 2025Q4: 5,974,736 shares; 2026Q1: 9,161,758 shares 9,161,758 $2.33B 4.25% +3,187,022 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678,845 shares; 2024Q4: 1,705,415 shares; 2025Q1: 1,689,117 shares; 2025Q2: 1,685,482 shares; 2025Q3: 1,723,778 shares; 2025Q4: 1,702,892 shares; 2026Q1: 2,829,481 shares 2,829,481 $1.85B 3.38% +1,126,589 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: 452,838 shares; 2024Q4: 445,662 shares; 2025Q1: 451,169 shares; 2025Q2: 462,578 shares; 2025Q3: 463,582 shares; 2025Q4: 466,067 shares; 2026Q1: 1,963,490 shares 1,963,490 $1.81B 3.3% +1,497,423 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: 2,859,839 shares; 2024Q4: 2,881,830 shares; 2025Q1: 2,902,994 shares; 2025Q2: 2,918,425 shares; 2025Q3: 2,877,416 shares; 2025Q4: 2,876,312 shares; 2026Q1: 4,576,422 shares 4,576,422 $1.69B 3.1% +1,700,110 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: 4,019,303 shares; 2024Q4: 4,016,525 shares; 2025Q1: 3,986,971 shares; 2025Q2: 3,956,257 shares; 2025Q3: 3,932,180 shares; 2025Q4: 3,834,767 shares; 2026Q1: 5,013,281 shares 5,013,281 $1.44B 2.63% +1,178,514 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: 3,728,540 shares; 2024Q4: 3,751,189 shares; 2025Q1: 3,850,838 shares; 2025Q2: 3,910,686 shares; 2025Q3: 3,961,734 shares; 2025Q4: 3,980,058 shares; 2026Q1: 5,813,715 shares 5,813,715 $1.21B 2.21% +1,833,657 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: 2,944,742 shares; 2024Q4: 2,938,060 shares; 2025Q1: 2,952,055 shares; 2025Q2: 2,946,233 shares; 2025Q3: 2,878,654 shares; 2025Q4: 2,753,562 shares; 2026Q1: 3,732,367 shares 3,732,367 $1.16B 2.11% +978,805 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: 2,242,497 shares; 2024Q4: 2,201,007 shares; 2025Q1: 2,184,979 shares; 2025Q2: 2,269,020 shares; 2025Q3: 2,267,583 shares; 2025Q4: 2,254,172 shares; 2026Q1: 3,307,677 shares 3,307,677 $973M 1.78% +1,053,505 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366,621 shares; 2024Q4: 2,363,968 shares; 2025Q1: 2,447,789 shares; 2025Q2: 2,682,128 shares; 2025Q3: 2,562,221 shares; 2025Q4: 2,549,164 shares; 2026Q1: 2,582,609 shares 2,582,609 $821M 1.5% +33,445 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: 711,127 shares; 2024Q4: 736,387 shares; 2025Q1: 752,584 shares; 2025Q2: 769,408 shares; 2025Q3: 778,775 shares; 2025Q4: 800,858 shares; 2026Q1: 1,202,229 shares 1,202,229 $688M 1.26% +401,371 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: 1,267,369 shares; 2024Q4: 1,255,669 shares; 2025Q1: 1,223,857 shares; 2025Q2: 1,190,424 shares; 2025Q3: 1,185,382 shares; 2025Q4: 1,179,323 shares; 2026Q1: 2,126,662 shares 2,126,662 $610M 1.11% +947,339 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: 553,612 shares; 2024Q4: 520,523 shares; 2025Q1: 503,037 shares; 2025Q2: 487,535 shares; 2025Q3: 478,063 shares; 2025Q4: 457,285 shares; 2026Q1: 920,364 shares 920,364 $599M 1.09% +463,079 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: 2,050,519 shares; 2024Q4: 2,071,113 shares; 2025Q1: 2,075,735 shares; 2025Q2: 2,078,078 shares; 2025Q3: 2,061,378 shares; 2025Q4: 2,063,959 shares; 2026Q1: 3,371,424 shares 3,371,424 $572M 1.05% +1,307,465 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035,403 shares; 2024Q4: 4,944,371 shares; 2025Q1: 4,858,784 shares; 2025Q2: 4,695,686 shares; 2025Q3: 4,688,718 shares; 2025Q4: 4,680,367 shares; 2026Q1: 7,404,697 shares 7,404,697 $500M 0.91% +2,724,330 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549,725 shares; 2024Q4: 2,456,834 shares; 2025Q1: 2,633,535 shares; 2025Q2: 3,270,318 shares; 2025Q3: 3,516,761 shares; 2025Q4: 3,558,767 shares; 2026Q1: 5,380,318 shares 5,380,318 $487M 0.89% +1,821,551 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: 1,169,251 shares; 2024Q4: 1,127,777 shares; 2025Q1: 1,078,900 shares; 2025Q2: 1,062,739 shares; 2025Q3: 1,137,116 shares; 2025Q4: 1,165,469 shares; 2026Q1: 1,969,767 shares 1,969,767 $481M 0.88% +804,298 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: 948,294 shares; 2024Q4: 950,990 shares; 2025Q1: 951,199 shares; 2025Q2: 941,304 shares; 2025Q3: 942,470 shares; 2025Q4: 915,904 shares; 2026Q1: 1,457,243 shares 1,457,243 $479M 0.88% +541,339 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: 1,619,206 shares; 2024Q4: 1,468,193 shares; 2025Q1: 1,440,477 shares; 2025Q2: 1,454,878 shares; 2025Q3: 1,479,061 shares; 2025Q4: 1,491,171 shares; 2026Q1: 2,197,894 shares 2,197,894 $478M 0.87% +706,723 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: 2,527,528 shares; 2024Q4: 2,550,517 shares; 2025Q1: 2,617,938 shares; 2025Q2: 2,431,478 shares; 2025Q3: 2,394,887 shares; 2025Q4: 2,397,891 shares; 2026Q1: 3,721,898 shares 3,721,898 $463M 0.85% +1,324,007 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: 717,367 shares; 2024Q4: 670,115 shares; 2025Q1: 589,505 shares; 2025Q2: 602,096 shares; 2025Q3: 581,906 shares; 2025Q4: 564,729 shares; 2026Q1: 739,979 shares 739,979 $442M 0.81% +175,250 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: 711,065 shares; 2024Q4: 709,327 shares; 2025Q1: 700,597 shares; 2025Q2: 702,429 shares; 2025Q3: 695,099 shares; 2025Q4: 693,163 shares; 2026Q1: 871,642 shares 871,642 $436M 0.8% +178,479 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,468 shares; 2024Q4: 421,558 shares; 2025Q1: 409,589 shares; 2025Q2: 396,411 shares; 2025Q3: 390,671 shares; 2025Q4: 388,525 shares; 2026Q1: 983,920 shares 983,920 $420M 0.77% +595,395 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: 518,214 shares; 2024Q4: 510,018 shares; 2025Q1: 508,808 shares; 2025Q2: 501,210 shares; 2025Q3: 500,429 shares; 2025Q4: 504,190 shares; 2026Q1: 591,354 shares 591,354 $419M 0.77% +87,164 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: 1,408,675 shares; 2024Q4: 1,895,031 shares; 2025Q1: 2,046,629 shares; 2025Q2: 2,691,908 shares; 2025Q3: 2,890,475 shares; 2025Q4: 3,064,674 shares; 2026Q1: 5,867,903 shares 5,867,903 $409M 0.75% +2,803,229 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: 2,323,263 shares; 2024Q4: 2,270,871 shares; 2025Q1: 2,259,864 shares; 2025Q2: 2,213,502 shares; 2025Q3: 2,198,227 shares; 2025Q4: 2,090,971 shares; 2026Q1: 2,783,395 shares 2,783,395 $402M 0.73% +692,424 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: 2,055,280 shares; 2024Q4: 2,175,313 shares; 2025Q1: 2,127,434 shares; 2025Q2: 1,989,900 shares; 2025Q3: 2,021,456 shares; 2025Q4: 2,057,293 shares; 2026Q1: 3,216,342 shares 3,216,342 $400M 0.73% +1,159,049 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: 500,200 shares; 2024Q4: 504,569 shares; 2025Q1: 524,766 shares; 2025Q2: 535,086 shares; 2025Q3: 536,218 shares; 2025Q4: 521,324 shares; 2026Q1: 822,852 shares 822,852 $394M 0.72% +301,528 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488,656 shares; 2024Q4: 1,410,002 shares; 2025Q1: 1,286,369 shares; 2025Q2: 1,202,742 shares; 2025Q3: 1,210,680 shares; 2025Q4: 1,186,474 shares; 2026Q1: 3,734,895 shares 3,734,895 $363M 0.66% +2,548,421 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: 235,642 shares; 2024Q4: 228,641 shares; 2025Q1: 228,917 shares; 2025Q2: 231,821 shares; 2025Q3: 228,919 shares; 2025Q4: 224,205 shares; 2026Q1: 337,985 shares 337,985 $337M 0.62% +113,780 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: 919,669 shares; 2024Q4: 850,793 shares; 2025Q1: 838,048 shares; 2025Q2: 796,576 shares; 2025Q3: 803,120 shares; 2025Q4: 788,145 shares; 2026Q1: 1,608,439 shares 1,608,439 $333M 0.61% +820,294 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: 5,562,116 shares; 2024Q4: 5,560,687 shares; 2025Q1: 5,653,757 shares; 2025Q2: 4,971,249 shares; 2025Q3: 5,013,784 shares; 2025Q4: 4,938,835 shares; 2026Q1: 6,741,750 shares 6,741,750 $329M 0.6% +1,802,915 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: 3,078,085 shares; 2024Q4: 2,990,041 shares; 2025Q1: 2,985,114 shares; 2025Q2: 3,022,399 shares; 2025Q3: 3,095,931 shares; 2025Q4: 3,193,149 shares; 2026Q1: 5,103,764 shares 5,103,764 $327M 0.6% +1,910,615 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: 669,366 shares; 2024Q4: 643,732 shares; 2025Q1: 668,296 shares; 2025Q2: 657,805 shares; 2025Q3: 828,084 shares; 2025Q4: 1,300,863 shares; 2026Q1: 3,183,564 shares 3,183,564 $316M 0.58% +1,882,701 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,431 shares; 2024Q4: 398,558 shares; 2025Q1: 387,907 shares; 2025Q2: 387,523 shares; 2025Q3: 373,521 shares; 2025Q4: 345,935 shares; 2026Q1: 849,980 shares 849,980 $303M 0.55% +504,045 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: 1,469,960 shares; 2024Q4: 1,443,425 shares; 2025Q1: 1,711,618 shares; 2025Q2: 2,093,402 shares; 2025Q3: 2,158,535 shares; 2025Q4: 2,237,665 shares; 2026Q1: 3,835,824 shares 3,835,824 $298M 0.54% +1,598,159 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: 1,514,494 shares; 2024Q4: 1,506,337 shares; 2025Q1: 1,514,441 shares; 2025Q2: 1,513,135 shares; 2025Q3: 1,531,436 shares; 2025Q4: 1,533,317 shares; 2026Q1: 1,799,762 shares 1,799,762 $296M 0.54% +266,445 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: 354,999 shares; 2024Q4: 374,723 shares; 2025Q1: 410,882 shares; 2025Q2: 427,488 shares; 2025Q3: 417,264 shares; 2025Q4: 429,593 shares; 2026Q1: 788,206 shares 788,206 $293M 0.54% +358,613 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501,130 shares; 2024Q4: 1,159,940 shares; 2025Q1: 1,200,325 shares; 2025Q2: 1,243,904 shares; 2025Q3: 1,291,000 shares; 2025Q4: 1,393,717 shares; 2026Q1: 1,404,888 shares 1,404,888 $289M 0.53% +11,171 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: 427,426 shares; 2024Q4: 411,889 shares; 2025Q1: 413,442 shares; 2025Q2: 417,752 shares; 2025Q3: 421,696 shares; 2025Q4: 416,733 shares; 2026Q1: 937,519 shares 937,519 $283M 0.52% +520,786 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,077 shares; 2024Q4: 337,280 shares; 2025Q1: 320,212 shares; 2025Q2: 312,802 shares; 2025Q3: 291,215 shares; 2025Q4: 280,879 shares; 2026Q1: 1,191,768 shares 1,191,768 $255M 0.47% +910,889 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: 191,788 shares; 2024Q4: 205,747 shares; 2025Q1: 227,253 shares; 2025Q2: 203,628 shares; 2025Q3: 210,653 shares; 2025Q4: 216,355 shares; 2026Q1: 293,126 shares 293,126 $248M 0.45% +76,771 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202,268 shares; 2024Q4: 2,152,033 shares; 2025Q1: 2,126,770 shares; 2025Q2: 2,088,913 shares; 2025Q3: 2,056,894 shares; 2025Q4: 2,026,270 shares; 2026Q1: 2,547,979 shares 2,547,979 $248M 0.45% +521,709 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: 685,195 shares; 2024Q4: 1,374,653 shares; 2025Q1: 1,370,400 shares; 2025Q2: 1,378,156 shares; 2025Q3: 1,435,149 shares; 2025Q4: 1,393,304 shares; 2026Q1: 1,542,415 shares 1,542,415 $247M 0.45% +149,111 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: 542,701 shares; 2024Q4: 543,713 shares; 2025Q1: 544,806 shares; 2025Q2: 548,735 shares; 2025Q3: 549,474 shares; 2025Q4: 549,651 shares; 2026Q1: 764,007 shares 764,007 $237M 0.43% +214,356 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735,613 shares; 2024Q4: 702,984 shares; 2025Q1: 673,200 shares; 2025Q2: 629,487 shares; 2025Q3: 621,005 shares; 2025Q4: 592,289 shares; 2026Q1: 957,068 shares 957,068 $237M 0.43% +364,779 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,560 shares; 2024Q4: 555,258 shares; 2025Q1: 548,480 shares; 2025Q2: 520,073 shares; 2025Q3: 522,223 shares; 2025Q4: 522,588 shares; 2026Q1: 3,058,941 shares 3,058,941 $234M 0.43% +2,536,353 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: 519,611 shares; 2024Q4: 518,970 shares; 2025Q1: 528,169 shares; 2025Q2: 517,071 shares; 2025Q3: 513,075 shares; 2025Q4: 505,673 shares; 2026Q1: 1,185,642 shares 1,185,642 $229M 0.42% +679,969 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: 1,662,543 shares; 2024Q4: 1,672,567 shares; 2025Q1: 1,652,483 shares; 2025Q2: 1,701,701 shares; 2025Q3: 1,672,917 shares; 2025Q4: 1,699,048 shares; 2026Q1: 2,999,625 shares 2,999,625 $228M 0.42% +1,300,577 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: 2,094,773 shares; 2024Q4: 2,044,780 shares; 2025Q1: 1,967,823 shares; 2025Q2: 1,665,881 shares; 2025Q3: 1,637,073 shares; 2025Q4: 1,600,458 shares; 2026Q1: 2,365,160 shares 2,365,160 $220M 0.4% +764,702 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: 603,125 shares; 2024Q4: 572,077 shares; 2025Q1: 561,426 shares; 2025Q2: 490,447 shares; 2025Q3: 478,801 shares; 2025Q4: 478,125 shares; 2026Q1: 641,828 shares 641,828 $219M 0.4% +163,703 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: 1,170,833 shares; 2024Q4: 1,174,621 shares; 2025Q1: 1,202,286 shares; 2025Q2: 1,218,157 shares; 2025Q3: 1,242,802 shares; 2025Q4: 1,253,794 shares; 2026Q1: 1,458,084 shares 1,458,084 $214M 0.39% +204,290 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: 982,943 shares; 2024Q4: 951,029 shares; 2025Q1: 918,711 shares; 2025Q2: 924,676 shares; 2025Q3: 905,188 shares; 2025Q4: 896,440 shares; 2026Q1: 1,330,203 shares 1,330,203 $212M 0.39% +433,763 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,136 shares; 2024Q4: 335,053 shares; 2025Q1: 347,381 shares; 2025Q2: 321,225 shares; 2025Q3: 327,665 shares; 2025Q4: 328,780 shares; 2026Q1: 418,258 shares 418,258 $206M 0.38% +89,478 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: 1,293,811 shares; 2024Q4: 1,293,982 shares; 2025Q1: 1,280,278 shares; 2025Q2: 1,326,375 shares; 2025Q3: 1,315,759 shares; 2025Q4: 1,278,539 shares; 2026Q1: 1,906,560 shares 1,906,560 $196M 0.36% +628,021 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: 612,239 shares; 2024Q4: 611,224 shares; 2025Q1: 592,820 shares; 2025Q2: 574,826 shares; 2025Q3: 566,664 shares; 2025Q4: 565,228 shares; 2026Q1: 793,795 shares 793,795 $193M 0.35% +228,567 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: 82,105 shares; 2024Q4: 84,456 shares; 2025Q1: 93,872 shares; 2025Q2: 104,095 shares; 2025Q3: 111,361 shares; 2025Q4: 1,151,825 shares; 2026Q1: 1,999,633 shares 1,999,633 $192M 0.35% +847,808 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: 854,431 shares; 2024Q4: 740,633 shares; 2025Q1: 680,395 shares; 2025Q2: 622,977 shares; 2025Q3: 600,532 shares; 2025Q4: 588,969 shares; 2026Q1: 1,543,397 shares 1,543,397 $186M 0.34% +954,428 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,395 shares; 2024Q4: 334,918 shares; 2025Q1: 326,855 shares; 2025Q2: 302,657 shares; 2025Q3: 295,979 shares; 2025Q4: 287,504 shares; 2026Q1: 577,193 shares 577,193 $185M 0.34% +289,689 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,978 shares; 2024Q4: 449,225 shares; 2025Q1: 433,459 shares; 2025Q2: 426,309 shares; 2025Q3: 423,536 shares; 2025Q4: 423,105 shares; 2026Q1: 619,350 shares 619,350 $178M 0.33% +196,245 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,013 shares; 2024Q4: 345,185 shares; 2025Q1: 323,709 shares; 2025Q2: 308,790 shares; 2025Q3: 309,932 shares; 2025Q4: 309,381 shares; 2026Q1: 678,702 shares 678,702 $178M 0.32% +369,321 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: 411,541 shares; 2024Q4: 424,718 shares; 2025Q1: 326,197 shares; 2025Q2: 365,715 shares; 2025Q3: 398,391 shares; 2025Q4: 404,346 shares; 2026Q1: 620,085 shares 620,085 $176M 0.32% +215,739 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,045 shares; 2024Q4: 406,199 shares; 2025Q1: 429,901 shares; 2025Q2: 464,278 shares; 2025Q3: 487,750 shares; 2025Q4: 487,865 shares; 2026Q1: 480,874 shares 480,874 $172M 0.31% -6,991 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: 706,106 shares; 2024Q4: 705,400 shares; 2025Q1: 742,600 shares; 2025Q2: 720,961 shares; 2025Q3: 716,412 shares; 2025Q4: 695,703 shares; 2026Q1: 817,629 shares 817,629 $170M 0.31% +121,926 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817,595 shares; 2024Q4: 770,939 shares; 2025Q1: 738,402 shares; 2025Q2: 727,471 shares; 2025Q3: 666,244 shares; 2025Q4: 647,461 shares; 2026Q1: 1,497,810 shares 1,497,810 $169M 0.31% +850,349 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: 149,893 shares; 2024Q4: 149,811 shares; 2025Q1: 160,853 shares; 2025Q2: 155,738 shares; 2025Q3: 153,968 shares; 2025Q4: 151,066 shares; 2026Q1: 188,806 shares 188,806 $169M 0.31% +37,740 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: 1,125,460 shares; 2024Q4: 1,139,291 shares; 2025Q1: 1,180,318 shares; 2025Q2: 1,379,809 shares; 2025Q3: 1,376,347 shares; 2025Q4: 1,409,222 shares; 2026Q1: 2,116,380 shares 2,116,380 $168M 0.31% +707,158 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: 349,057 shares; 2024Q4: 331,302 shares; 2025Q1: 306,720 shares; 2025Q2: 301,333 shares; 2025Q3: 298,358 shares; 2025Q4: 293,372 shares; 2026Q1: 461,207 shares 461,207 $162M 0.3% +167,835 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: 489,798 shares; 2024Q4: 506,941 shares; 2025Q1: 542,502 shares; 2025Q2: 563,903 shares; 2025Q3: 559,571 shares; 2025Q4: 571,517 shares; 2026Q1: 973,375 shares 973,375 $161M 0.29% +401,858 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: 663,412 shares; 2024Q4: 631,065 shares; 2025Q1: 594,355 shares; 2025Q2: 559,285 shares; 2025Q3: 581,569 shares; 2025Q4: 569,877 shares; 2026Q1: 1,026,818 shares 1,026,818 $159M 0.29% +456,941 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683,867 shares; 2024Q4: 1,602,225 shares; 2025Q1: 1,601,980 shares; 2025Q2: 1,680,576 shares; 2025Q3: 1,718,090 shares; 2025Q4: 1,753,716 shares; 2026Q1: 2,941,703 shares 2,941,703 $159M 0.29% +1,187,987 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: 465,634 shares; 2024Q4: 466,588 shares; 2025Q1: 472,379 shares; 2025Q2: 482,564 shares; 2025Q3: 461,765 shares; 2025Q4: 461,836 shares; 2026Q1: 814,265 shares 814,265 $158M 0.29% +352,429 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,941 shares; 2024Q4: 532,045 shares; 2025Q1: 514,857 shares; 2025Q2: 508,719 shares; 2025Q3: 502,745 shares; 2025Q4: 486,812 shares; 2026Q1: 695,283 shares 695,283 $157M 0.29% +208,471 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: 84,793 shares; 2024Q4: 87,578 shares; 2025Q1: 96,442 shares; 2025Q2: 91,748 shares; 2025Q3: 98,403 shares; 2025Q4: 102,592 shares; 2026Q1: 173,521 shares 173,521 $151M 0.28% +70,929 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: 243,753 shares; 2024Q4: 235,836 shares; 2025Q1: 230,924 shares; 2025Q2: 234,645 shares; 2025Q3: 230,118 shares; 2025Q4: 228,398 shares; 2026Q1: 267,308 shares 267,308 $151M 0.28% +38,910 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: 392,684 shares; 2024Q4: 386,591 shares; 2025Q1: 385,388 shares; 2025Q2: 397,331 shares; 2025Q3: 401,027 shares; 2025Q4: 791,865 shares; 2026Q1: 1,130,596 shares 1,130,596 $150M 0.27% +338,731 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: 1,795,466 shares; 2024Q4: 1,739,438 shares; 2025Q1: 1,718,024 shares; 2025Q2: 1,563,702 shares; 2025Q3: 1,526,134 shares; 2025Q4: 1,503,310 shares; 2026Q1: 1,677,694 shares 1,677,694 $149M 0.27% +174,384 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643,061 shares; 2024Q4: 591,343 shares; 2025Q1: 563,170 shares; 2025Q2: 544,419 shares; 2025Q3: 536,024 shares; 2025Q4: 530,228 shares; 2026Q1: 597,811 shares 597,811 $146M 0.27% +67,583 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: 186,934 shares; 2024Q4: 199,932 shares; 2025Q1: 224,140 shares; 2025Q2: 232,533 shares; 2025Q3: 216,929 shares; 2025Q4: 216,036 shares; 2026Q1: 307,602 shares 307,602 $142M 0.26% +91,566 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: 486,403 shares; 2024Q4: 470,453 shares; 2025Q1: 510,495 shares; 2025Q2: 576,752 shares; 2025Q3: 608,273 shares; 2025Q4: 589,417 shares; 2026Q1: 1,247,760 shares 1,247,760 $137M 0.25% +658,343 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: 231,369 shares; 2024Q4: 218,999 shares; 2025Q1: 212,101 shares; 2025Q2: 203,555 shares; 2025Q3: 198,683 shares; 2025Q4: 184,006 shares; 2026Q1: 309,709 shares 309,709 $135M 0.25% +125,703 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: 474,378 shares; 2024Q4: 476,285 shares; 2025Q1: 467,687 shares; 2025Q2: 404,680 shares; 2025Q3: 302,916 shares; 2025Q4: 334,506 shares; 2026Q1: 499,029 shares 499,029 $135M 0.25% +164,523 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: 717,251 shares; 2025Q1: 810,167 shares; 2025Q2: 838,000 shares; 2025Q3: 854,376 shares; 2025Q4: 847,271 shares; 2026Q1: 1,092,729 shares 1,092,729 $134M 0.25% +245,458 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: 292,352 shares; 2024Q4: 291,039 shares; 2025Q1: 293,753 shares; 2025Q2: 298,082 shares; 2025Q3: 281,036 shares; 2025Q4: 269,529 shares; 2026Q1: 268,752 shares 268,752 $133M 0.24% -777 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,714 shares; 2024Q4: 197,886 shares; 2025Q1: 187,622 shares; 2025Q2: 181,126 shares; 2025Q3: 177,049 shares; 2025Q4: 163,124 shares; 2026Q1: 298,497 shares 298,497 $128M 0.23% +135,373 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: 2,785,936 shares; 2024Q4: 2,627,106 shares; 2025Q1: 2,778,113 shares; 2025Q2: 2,680,543 shares; 2025Q3: 2,586,928 shares; 2025Q4: 2,590,275 shares; 2026Q1: 4,536,233 shares 4,536,233 $127M 0.23% +1,945,958 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: 568,840 shares; 2024Q4: 556,177 shares; 2025Q1: 534,881 shares; 2025Q2: 523,458 shares; 2025Q3: 506,102 shares; 2025Q4: 488,974 shares; 2026Q1: 584,358 shares 584,358 $126M 0.23% +95,384 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: 821,577 shares; 2024Q4: 866,932 shares; 2025Q1: 813,286 shares; 2025Q2: 847,680 shares; 2025Q3: 863,490 shares; 2025Q4: 880,727 shares; 2026Q1: 1,590,842 shares 1,590,842 $125M 0.23% +710,115 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,127 shares; 2024Q4: 328,190 shares; 2025Q1: 346,656 shares; 2025Q2: 313,288 shares; 2025Q3: 307,521 shares; 2025Q4: 297,144 shares; 2026Q1: 387,017 shares 387,017 $124M 0.23% +89,873 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,221 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 1,074 shares; 2025Q4: 9,006 shares; 2026Q1: 3,513,309 shares 3,513,309 $119M 0.22% +3,504,303 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: 421,460 shares; 2024Q4: 445,540 shares; 2025Q1: 367,582 shares; 2025Q2: 357,003 shares; 2025Q3: 370,696 shares; 2025Q4: 359,021 shares; 2026Q1: 579,875 shares 579,875 $118M 0.22% +220,854 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,940 shares; 2024Q4: 263,429 shares; 2025Q1: 252,233 shares; 2025Q2: 250,958 shares; 2025Q3: 245,888 shares; 2025Q4: 239,291 shares; 2026Q1: 557,426 shares 557,426 $118M 0.22% +318,135 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: 179,008 shares; 2024Q4: 148,491 shares; 2025Q1: 143,117 shares; 2025Q2: 135,656 shares; 2025Q3: 134,305 shares; 2025Q4: 127,137 shares; 2026Q1: 1,496,862 shares 1,496,862 $116M 0.21% +1,369,725 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: 530,693 shares; 2024Q4: 489,291 shares; 2025Q1: 455,863 shares; 2025Q2: 442,294 shares; 2025Q3: 440,452 shares; 2025Q4: 424,537 shares; 2026Q1: 877,275 shares 877,275 $115M 0.21% +452,738 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: 523,048 shares; 2024Q4: 522,526 shares; 2025Q1: 500,256 shares; 2025Q2: 494,141 shares; 2025Q3: 475,484 shares; 2025Q4: 478,094 shares; 2026Q1: 596,529 shares 596,529 $113M 0.21% +118,435 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129,209 shares; 2024Q4: 1,130,735 shares; 2025Q1: 1,148,236 shares; 2025Q2: 1,125,112 shares; 2025Q3: 961,950 shares; 2025Q4: 986,626 shares; 2026Q1: 1,054,909 shares 1,054,909 $113M 0.21% +68,283 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: 73,795 shares; 2025Q1: 71,488 shares; 2025Q2: 70,261 shares; 2025Q3: 70,496 shares; 2025Q4: 70,396 shares; 2026Q1: 116,149 shares 116,149 $112M 0.2% +45,753 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: 490,843 shares; 2024Q4: 413,432 shares; 2025Q1: 401,605 shares; 2025Q2: 383,262 shares; 2025Q3: 374,399 shares; 2025Q4: 349,409 shares; 2026Q1: 830,040 shares 830,040 $110M 0.2% +480,631 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: 942,764 shares; 2024Q4: 1,080,682 shares; 2025Q1: 1,224,663 shares; 2025Q2: 1,319,673 shares; 2025Q3: 1,381,543 shares; 2025Q4: 1,685,583 shares; 2026Q1: 2,158,259 shares 2,158,259 $109M 0.2% +472,676 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,495 shares; 2024Q4: 306,657 shares; 2025Q1: 300,367 shares; 2025Q2: 295,334 shares; 2025Q3: 289,675 shares; 2025Q4: 283,597 shares; 2026Q1: 361,696 shares 361,696 $108M 0.2% +78,099 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: 324,781 shares; 2024Q4: 318,057 shares; 2025Q1: 313,280 shares; 2025Q2: 307,748 shares; 2025Q3: 300,869 shares; 2025Q4: 296,228 shares; 2026Q1: 528,587 shares 528,587 $107M 0.2% +232,359 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: 231,945 shares; 2024Q4: 231,277 shares; 2025Q1: 232,778 shares; 2025Q2: 238,721 shares; 2025Q3: 226,599 shares; 2025Q4: 228,849 shares; 2026Q1: 311,761 shares 311,761 $107M 0.2% +82,912 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: 168,019 shares; 2024Q4: 162,914 shares; 2025Q1: 167,613 shares; 2025Q2: 162,375 shares; 2025Q3: 157,388 shares; 2025Q4: 157,122 shares; 2026Q1: 438,597 shares 438,597 $106M 0.19% +281,475 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: 189,160 shares; 2024Q4: 177,458 shares; 2025Q1: 179,214 shares; 2025Q2: 175,674 shares; 2025Q3: 174,020 shares; 2025Q4: 171,261 shares; 2026Q1: 314,657 shares 314,657 $106M 0.19% +143,396 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,784,388 shares 2,784,388 $106M 0.19% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,245 shares; 2024Q4: 315,071 shares; 2025Q1: 305,356 shares; 2025Q2: 279,313 shares; 2025Q3: 281,876 shares; 2025Q4: 274,189 shares; 2026Q1: 436,504 shares 436,504 $103M 0.19% +162,315 Timeline AVLV 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: 759 shares; 2025Q2: 1,458 shares; 2025Q3: 18,699 shares; 2025Q4: 99,409 shares; 2026Q1: 1,272,973 shares 1,272,973 $103M 0.19% +1,173,564 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,341 shares; 2024Q4: 108,314 shares; 2025Q1: 270,568 shares; 2025Q2: 321,666 shares; 2025Q3: 338,884 shares; 2025Q4: 353,755 shares; 2026Q1: 515,187 shares 515,187 $103M 0.19% +161,432 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,626 shares; 2024Q4: 599,438 shares; 2025Q1: 605,222 shares; 2025Q2: 631,275 shares; 2025Q3: 584,243 shares; 2025Q4: 557,977 shares; 2026Q1: 605,691 shares 605,691 $102M 0.19% +47,714 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: 742,199 shares; 2024Q4: 712,618 shares; 2025Q1: 686,374 shares; 2025Q2: 689,039 shares; 2025Q3: 664,642 shares; 2025Q4: 657,230 shares; 2026Q1: 1,055,549 shares 1,055,549 $102M 0.19% +398,319 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: 197,897 shares; 2024Q4: 183,860 shares; 2025Q1: 185,152 shares; 2025Q2: 187,921 shares; 2025Q3: 186,774 shares; 2025Q4: 189,079 shares; 2026Q1: 335,959 shares 335,959 $102M 0.19% +146,880 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 397 shares; 2025Q1: 487 shares; 2025Q2: 443 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 164,978 shares 164,978 $97.8M 0.18% +164,519 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: 299,083 shares; 2024Q4: 288,110 shares; 2025Q1: 273,525 shares; 2025Q2: 267,631 shares; 2025Q3: 253,981 shares; 2025Q4: 231,776 shares; 2026Q1: 645,684 shares 645,684 $97.8M 0.18% +413,908 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603,532 shares; 2024Q4: 600,202 shares; 2025Q1: 592,961 shares; 2025Q2: 602,963 shares; 2025Q3: 598,942 shares; 2025Q4: 589,873 shares; 2026Q1: 615,597 shares 615,597 $96.9M 0.18% +25,724 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228,796 shares; 2024Q4: 1,354,116 shares; 2025Q1: 1,342,373 shares; 2025Q2: 1,340,424 shares; 2025Q3: 1,349,344 shares; 2025Q4: 1,365,563 shares; 2026Q1: 1,435,039 shares 1,435,039 $96.1M 0.18% +69,476 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: 287,393 shares; 2024Q4: 296,463 shares; 2025Q1: 312,210 shares; 2025Q2: 406,305 shares; 2025Q3: 466,142 shares; 2025Q4: 479,284 shares; 2026Q1: 725,882 shares 725,882 $95M 0.17% +246,598 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: 95,447 shares; 2024Q4: 111,448 shares; 2025Q1: 107,382 shares; 2025Q2: 96,628 shares; 2025Q3: 91,251 shares; 2025Q4: 85,038 shares; 2026Q1: 688,166 shares 688,166 $93.6M 0.17% +603,128 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: 293,668 shares; 2024Q4: 293,094 shares; 2025Q1: 369,101 shares; 2025Q2: 378,923 shares; 2025Q3: 393,565 shares; 2025Q4: 442,151 shares; 2026Q1: 668,661 shares 668,661 $93.2M 0.17% +226,510 Timeline AVDE 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: 309,665 shares; 2024Q4: 416,970 shares; 2025Q1: 467,708 shares; 2025Q2: 497,457 shares; 2025Q3: 648,239 shares; 2025Q4: 787,033 shares; 2026Q1: 1,086,719 shares 1,086,719 $92.2M 0.17% +299,686 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: 315,748 shares; 2024Q4: 309,729 shares; 2025Q1: 297,492 shares; 2025Q2: 290,480 shares; 2025Q3: 279,555 shares; 2025Q4: 264,030 shares; 2026Q1: 458,170 shares 458,170 $89.9M 0.16% +194,140 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 37,020 shares; 2025Q1: 36,901 shares; 2025Q2: 46,742 shares; 2025Q3: 45,867 shares; 2025Q4: 55,741 shares; 2026Q1: 464,555 shares 464,555 $89.2M 0.16% +408,814 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: 23,483 shares; 2024Q4: 22,678 shares; 2025Q1: 23,196 shares; 2025Q2: 23,076 shares; 2025Q3: 22,367 shares; 2025Q4: 23,725 shares; 2026Q1: 149,629 shares 149,629 $86.4M 0.16% +125,904 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,590 shares; 2024Q4: 313,953 shares; 2025Q1: 305,643 shares; 2025Q2: 296,678 shares; 2025Q3: 294,181 shares; 2025Q4: 281,471 shares; 2026Q1: 329,056 shares 329,056 $85.6M 0.16% +47,585 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038,191 shares; 2024Q4: 3,038,718 shares; 2025Q1: 3,129,487 shares; 2025Q2: 2,988,956 shares; 2025Q3: 2,761,027 shares; 2025Q4: 2,550,170 shares; 2026Q1: 2,740,918 shares 2,740,918 $84.1M 0.15% +190,748 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 487 shares; 2025Q1: 482 shares; 2025Q2: 452 shares; 2025Q3: 351 shares; 2025Q4: 298 shares; 2026Q1: 226,498 shares 226,498 $83.2M 0.15% +226,200 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: 40,745 shares; 2024Q4: 42,501 shares; 2025Q1: 49,342 shares; 2025Q2: 48,218 shares; 2025Q3: 47,331 shares; 2025Q4: 48,853 shares; 2026Q1: 118,764 shares 118,764 $82.9M 0.15% +69,911 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,287 shares; 2024Q4: 109,826 shares; 2025Q1: 119,578 shares; 2025Q2: 118,288 shares; 2025Q3: 131,630 shares; 2025Q4: 129,162 shares; 2026Q1: 1,123,323 shares 1,123,323 $82.7M 0.15% +994,161 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: 293,695 shares; 2024Q4: 289,294 shares; 2025Q1: 297,704 shares; 2025Q2: 300,571 shares; 2025Q3: 294,857 shares; 2025Q4: 292,188 shares; 2026Q1: 393,309 shares 393,309 $82.6M 0.15% +101,121 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989,231 shares; 2024Q4: 933,481 shares; 2025Q1: 803,863 shares; 2025Q2: 755,646 shares; 2025Q3: 750,286 shares; 2025Q4: 712,243 shares; 2026Q1: 1,447,782 shares 1,447,782 $82.2M 0.15% +735,539 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: 89,259 shares; 2024Q4: 87,552 shares; 2025Q1: 78,163 shares; 2025Q2: 77,534 shares; 2025Q3: 73,233 shares; 2025Q4: 71,827 shares; 2026Q1: 134,849 shares 134,849 $81.5M 0.15% +63,022 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: 924,420 shares; 2024Q4: 920,855 shares; 2025Q1: 933,782 shares; 2025Q2: 929,992 shares; 2025Q3: 948,290 shares; 2025Q4: 974,753 shares; 2026Q1: 2,787,439 shares 2,787,439 $80.8M 0.15% +1,812,686 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: 155,044 shares; 2025Q1: 157,781 shares; 2025Q2: 153,605 shares; 2025Q3: 153,453 shares; 2025Q4: 148,615 shares; 2026Q1: 353,969 shares 353,969 $75.6M 0.14% +205,354 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,355 shares; 2025Q1: 12,550 shares; 2025Q2: 6,660 shares; 2025Q3: 6,789 shares; 2025Q4: 6,710 shares; 2026Q1: 856,692 shares 856,692 $75.3M 0.14% +849,982 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,959 shares; 2024Q4: 150,179 shares; 2025Q1: 146,748 shares; 2025Q2: 132,951 shares; 2025Q3: 128,174 shares; 2025Q4: 121,960 shares; 2026Q1: 254,931 shares 254,931 $74.1M 0.14% +132,971 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: 86,960 shares; 2024Q4: 87,902 shares; 2025Q1: 95,436 shares; 2025Q2: 95,870 shares; 2025Q3: 96,868 shares; 2025Q4: 473,412 shares; 2026Q1: 705,345 shares 705,345 $73.7M 0.13% +231,933 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,181 shares; 2024Q4: 236,462 shares; 2025Q1: 233,524 shares; 2025Q2: 242,954 shares; 2025Q3: 235,857 shares; 2025Q4: 237,131 shares; 2026Q1: 320,515 shares 320,515 $73.7M 0.13% +83,384 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: 679,841 shares; 2024Q4: 735,644 shares; 2025Q1: 734,190 shares; 2025Q2: 691,488 shares; 2025Q3: 668,154 shares; 2025Q4: 566,644 shares; 2026Q1: 1,191,379 shares 1,191,379 $72.3M 0.13% +624,735 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: 88,562 shares; 2024Q4: 89,407 shares; 2025Q1: 95,843 shares; 2025Q2: 99,633 shares; 2025Q3: 113,533 shares; 2025Q4: 109,828 shares; 2026Q1: 217,382 shares 217,382 $71.4M 0.13% +107,554 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 5,864 shares; 2025Q1: 5,955 shares; 2025Q2: 5,864 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 864,989 shares 864,989 $71.3M 0.13% +860,044 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: 437,824 shares; 2024Q4: 423,613 shares; 2025Q1: 410,449 shares; 2025Q2: 386,370 shares; 2025Q3: 373,475 shares; 2025Q4: 355,628 shares; 2026Q1: 553,054 shares 553,054 $71.2M 0.13% +197,426 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: 290,983 shares; 2024Q4: 402,540 shares; 2025Q1: 456,267 shares; 2025Q2: 495,052 shares; 2025Q3: 529,303 shares; 2025Q4: 635,746 shares; 2026Q1: 879,709 shares 879,709 $70.9M 0.13% +243,963 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,453 shares; 2024Q4: 116,439 shares; 2025Q1: 110,784 shares; 2025Q2: 109,334 shares; 2025Q3: 109,077 shares; 2025Q4: 108,319 shares; 2026Q1: 166,363 shares 166,363 $70.8M 0.13% +58,044 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: 101,152 shares; 2024Q4: 67,114 shares; 2025Q1: 80,096 shares; 2025Q2: 128,098 shares; 2025Q3: 173,745 shares; 2025Q4: 198,145 shares; 2026Q1: 477,182 shares 477,182 $69.8M 0.13% +279,037 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: 99,480 shares; 2024Q4: 98,365 shares; 2025Q1: 98,912 shares; 2025Q2: 95,104 shares; 2025Q3: 96,088 shares; 2025Q4: 94,952 shares; 2026Q1: 219,211 shares 219,211 $69.7M 0.13% +124,259 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: 208,964 shares; 2024Q4: 201,147 shares; 2025Q1: 194,763 shares; 2025Q2: 189,235 shares; 2025Q3: 180,095 shares; 2025Q4: 161,714 shares; 2026Q1: 175,823 shares 175,823 $69.7M 0.13% +14,109 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: 486,097 shares; 2024Q4: 462,220 shares; 2025Q1: 457,611 shares; 2025Q2: 439,646 shares; 2025Q3: 417,657 shares; 2025Q4: 399,976 shares; 2026Q1: 1,367,142 shares 1,367,142 $68.6M 0.13% +967,166 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,624 shares; 2024Q4: 93,386 shares; 2025Q1: 93,635 shares; 2025Q2: 90,272 shares; 2025Q3: 89,405 shares; 2025Q4: 90,653 shares; 2026Q1: 127,418 shares 127,418 $68.6M 0.13% +36,765 Timeline VGLT 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: 179 shares; 2024Q4: 111 shares; 2025Q1: 189 shares; 2025Q2: 193 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 1,211,319 shares 1,211,319 $67.1M 0.12% +1,210,464 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: 230,979 shares; 2024Q4: 238,731 shares; 2025Q1: 262,168 shares; 2025Q2: 250,348 shares; 2025Q3: 237,125 shares; 2025Q4: 229,488 shares; 2026Q1: 358,201 shares 358,201 $66.9M 0.12% +128,713 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,877 shares; 2024Q4: 629,246 shares; 2025Q1: 678,728 shares; 2025Q2: 697,439 shares; 2025Q3: 730,567 shares; 2025Q4: 731,100 shares; 2026Q1: 674,723 shares 674,723 $66.8M 0.12% -56,377 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: 36,781 shares; 2024Q4: 36,795 shares; 2025Q1: 37,014 shares; 2025Q2: 558,884 shares; 2025Q3: 556,236 shares; 2025Q4: 555,098 shares; 2026Q1: 712,257 shares 712,257 $65.7M 0.12% +157,159 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,745 shares; 2024Q4: 219,501 shares; 2025Q1: 215,432 shares; 2025Q2: 211,556 shares; 2025Q3: 206,409 shares; 2025Q4: 201,949 shares; 2026Q1: 511,007 shares 511,007 $65.5M 0.12% +309,058 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,034 shares; 2024Q4: 130,030 shares; 2025Q1: 128,727 shares; 2025Q2: 124,864 shares; 2025Q3: 144,179 shares; 2025Q4: 144,484 shares; 2026Q1: 566,581 shares 566,581 $64.3M 0.12% +422,097 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,861 shares; 2024Q4: 48,646 shares; 2025Q1: 48,195 shares; 2025Q2: 48,195 shares; 2025Q3: 48,078 shares; 2025Q4: 47,196 shares; 2026Q1: 1,631,943 shares 1,631,943 $63.4M 0.12% +1,584,747 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695,676 shares; 2024Q4: 744,889 shares; 2025Q1: 701,571 shares; 2025Q2: 642,755 shares; 2025Q3: 730,336 shares; 2025Q4: 790,190 shares; 2026Q1: 1,062,916 shares 1,062,916 $62.5M 0.11% +272,726 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: 185,964 shares; 2024Q4: 175,453 shares; 2025Q1: 176,099 shares; 2025Q2: 172,741 shares; 2025Q3: 174,134 shares; 2025Q4: 171,130 shares; 2026Q1: 234,395 shares 234,395 $62.4M 0.11% +63,265 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,289 shares; 2024Q4: 27,390 shares; 2025Q1: 31,899 shares; 2025Q2: 146,694 shares; 2025Q3: 168,142 shares; 2025Q4: 183,335 shares; 2026Q1: 334,544 shares 334,544 $61M 0.11% +151,209 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: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 3,997,473 shares 3,997,473 $59.8M 0.11% new 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: 493,189 shares; 2024Q4: 474,190 shares; 2025Q1: 469,050 shares; 2025Q2: 429,646 shares; 2025Q3: 411,689 shares; 2025Q4: 783,414 shares; 2026Q1: 974,509 shares 974,509 $59.7M 0.11% +191,095 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801,667 shares; 2024Q4: 1,380,210 shares; 2025Q1: 1,288,831 shares; 2025Q2: 695,850 shares; 2025Q3: 659,791 shares; 2025Q4: 610,365 shares; 2026Q1: 624,015 shares 624,015 $59.7M 0.11% +13,650 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: 848,638 shares; 2024Q4: 815,094 shares; 2025Q1: 797,897 shares; 2025Q2: 787,479 shares; 2025Q3: 766,841 shares; 2025Q4: 755,366 shares; 2026Q1: 1,143,395 shares 1,143,395 $59.5M 0.11% +388,029 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: 949,513 shares; 2024Q4: 662,388 shares; 2025Q1: 575,366 shares; 2025Q2: 543,128 shares; 2025Q3: 511,821 shares; 2025Q4: 519,965 shares; 2026Q1: 1,328,488 shares 1,328,488 $58.6M 0.11% +808,523 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: 31,286 shares; 2024Q4: 44,609 shares; 2025Q1: 68,241 shares; 2025Q2: 88,113 shares; 2025Q3: 93,134 shares; 2025Q4: 97,042 shares; 2026Q1: 147,800 shares 147,800 $57.7M 0.11% +50,758 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: 97,714 shares; 2024Q4: 96,841 shares; 2025Q1: 118,975 shares; 2025Q2: 136,405 shares; 2025Q3: 167,821 shares; 2025Q4: 169,949 shares; 2026Q1: 455,357 shares 455,357 $57.5M 0.11% +285,408 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,510 shares; 2024Q4: 472,487 shares; 2025Q1: 494,104 shares; 2025Q2: 586,234 shares; 2025Q3: 588,106 shares; 2025Q4: 649,465 shares; 2026Q1: 749,507 shares 749,507 $57.4M 0.1% +100,042 Timeline MUB 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: 95,142 shares; 2024Q4: 108,128 shares; 2025Q1: 96,035 shares; 2025Q2: 96,642 shares; 2025Q3: 105,054 shares; 2025Q4: 112,409 shares; 2026Q1: 537,049 shares 537,049 $57M 0.1% +424,640 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: 198,101 shares; 2024Q4: 189,359 shares; 2025Q1: 174,550 shares; 2025Q2: 171,611 shares; 2025Q3: 170,456 shares; 2025Q4: 171,279 shares; 2026Q1: 171,432 shares 171,432 $55.9M 0.1% +153 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: 78,845 shares; 2024Q4: 75,740 shares; 2025Q1: 72,398 shares; 2025Q2: 100,483 shares; 2025Q3: 96,913 shares; 2025Q4: 94,912 shares; 2026Q1: 185,645 shares 185,645 $54.8M 0.1% +90,733 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,863 shares; 2024Q4: 73,601 shares; 2025Q1: 73,346 shares; 2025Q2: 70,182 shares; 2025Q3: 67,272 shares; 2025Q4: 67,068 shares; 2026Q1: 146,638 shares 146,638 $54.4M 0.1% +79,570 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: 204,576 shares; 2024Q4: 202,764 shares; 2025Q1: 218,045 shares; 2025Q2: 236,504 shares; 2025Q3: 243,824 shares; 2025Q4: 249,481 shares; 2026Q1: 412,400 shares 412,400 $54.1M 0.1% +162,919 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609,894 shares; 2024Q4: 602,938 shares; 2025Q1: 617,712 shares; 2025Q2: 700,340 shares; 2025Q3: 700,779 shares; 2025Q4: 682,554 shares; 2026Q1: 1,087,508 shares 1,087,508 $53.7M 0.1% +404,954 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: 48,840 shares; 2024Q4: 47,575 shares; 2025Q1: 48,168 shares; 2025Q2: 48,031 shares; 2025Q3: 48,121 shares; 2025Q4: 49,854 shares; 2026Q1: 124,116 shares 124,116 $53.7M 0.1% +74,262 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,990 shares; 2024Q4: 94,760 shares; 2025Q1: 99,593 shares; 2025Q2: 93,916 shares; 2025Q3: 98,531 shares; 2025Q4: 117,558 shares; 2026Q1: 163,292 shares 163,292 $53.4M 0.1% +45,734 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,175 shares; 2024Q4: 305,471 shares; 2025Q1: 308,473 shares; 2025Q2: 309,962 shares; 2025Q3: 316,415 shares; 2025Q4: 291,499 shares; 2026Q1: 645,218 shares 645,218 $53.3M 0.1% +353,719 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 7,826 shares; 2025Q1: 12,549 shares; 2025Q2: 12,413 shares; 2025Q3: 11,579 shares; 2025Q4: 16,986 shares; 2026Q1: 756,216 shares 756,216 $53.1M 0.1% +739,230 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,212 shares; 2024Q4: 31,157 shares; 2025Q1: 31,181 shares; 2025Q2: 31,251 shares; 2025Q3: 31,299 shares; 2025Q4: 2,476,330 shares; 2026Q1: 1,577,938 shares 1,577,938 $52.7M 0.1% -898,392 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,499 shares; 2024Q4: 4,417 shares; 2025Q1: 4,315 shares; 2025Q2: 4,127 shares; 2025Q3: 4,993 shares; 2025Q4: 4,697 shares; 2026Q1: 665,073 shares 665,073 $51.3M 0.09% +660,376 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: 103,640 shares; 2024Q4: 206,861 shares; 2025Q1: 242,599 shares; 2025Q2: 289,807 shares; 2025Q3: 309,561 shares; 2025Q4: 322,641 shares; 2026Q1: 700,126 shares 700,126 $51M 0.09% +377,485 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,236 shares; 2024Q4: 72,786 shares; 2025Q1: 71,463 shares; 2025Q2: 69,882 shares; 2025Q3: 69,047 shares; 2025Q4: 68,272 shares; 2026Q1: 167,255 shares 167,255 $50.6M 0.09% +98,983 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,885 shares; 2024Q4: 101,962 shares; 2025Q1: 94,140 shares; 2025Q2: 88,474 shares; 2025Q3: 85,084 shares; 2025Q4: 84,411 shares; 2026Q1: 223,342 shares 223,342 $48.5M 0.09% +138,931 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: 320,796 shares; 2024Q4: 320,806 shares; 2025Q1: 380,720 shares; 2025Q2: 369,590 shares; 2025Q3: 342,200 shares; 2025Q4: 335,578 shares; 2026Q1: 244,039 shares 244,039 $48.4M 0.09% -91,539 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,691 shares; 2024Q4: 27,094 shares; 2025Q1: 27,671 shares; 2025Q2: 25,678 shares; 2025Q3: 25,407 shares; 2025Q4: 23,606 shares; 2026Q1: 218,950 shares 218,950 $47.4M 0.09% +195,344 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: 10,619 shares; 2024Q4: 10,479 shares; 2025Q1: 10,567 shares; 2025Q2: 10,057 shares; 2025Q3: 11,537 shares; 2025Q4: 10,694 shares; 2026Q1: 31,962 shares 31,962 $47.1M 0.09% +21,268 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,884 shares; 2024Q4: 455,936 shares; 2025Q1: 455,914 shares; 2025Q2: 454,002 shares; 2025Q3: 453,785 shares; 2025Q4: 453,761 shares; 2026Q1: 623,527 shares 623,527 $46.8M 0.09% +169,766 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212,473 shares; 2024Q4: 1,190,393 shares; 2025Q1: 1,334,055 shares; 2025Q2: 1,267,323 shares; 2025Q3: 1,241,490 shares; 2025Q4: 1,230,373 shares; 2026Q1: 1,520,559 shares 1,520,559 $46.1M 0.08% +290,186 Timeline USRT 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: 428 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 777,590 shares 777,590 $46M 0.08% +777,226 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 8,253 shares; 2025Q1: 8,346 shares; 2025Q2: 8,253 shares; 2025Q3: 9,054 shares; 2025Q4: 9,818 shares; 2026Q1: 927,382 shares 927,382 $45.8M 0.08% +917,564 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,280 shares; 2024Q4: 117,024 shares; 2025Q1: 112,539 shares; 2025Q2: 108,344 shares; 2025Q3: 107,720 shares; 2025Q4: 96,494 shares; 2026Q1: 159,143 shares 159,143 $45.7M 0.08% +62,649 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,342 shares; 2024Q4: 250,505 shares; 2025Q1: 234,810 shares; 2025Q2: 229,784 shares; 2025Q3: 223,136 shares; 2025Q4: 209,285 shares; 2026Q1: 315,253 shares 315,253 $45.6M 0.08% +105,968 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,756 shares; 2024Q4: 188,403 shares; 2025Q1: 229,900 shares; 2025Q2: 275,264 shares; 2025Q3: 331,679 shares; 2025Q4: 377,719 shares; 2026Q1: 631,601 shares 631,601 $45.4M 0.08% +253,882 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: 165,951 shares; 2024Q4: 144,958 shares; 2025Q1: 142,361 shares; 2025Q2: 158,051 shares; 2025Q3: 150,996 shares; 2025Q4: 141,558 shares; 2026Q1: 479,557 shares 479,557 $45.1M 0.08% +337,999 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: 3,673 shares; 2024Q4: 4,576 shares; 2025Q1: 4,921 shares; 2025Q2: 5,329 shares; 2025Q3: 5,578 shares; 2025Q4: 5,638 shares; 2026Q1: 10,521 shares 10,521 $44.3M 0.08% +4,883 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274,526 shares; 2024Q4: 1,052,461 shares; 2025Q1: 1,008,691 shares; 2025Q2: 545,151 shares; 2025Q3: 477,082 shares; 2025Q4: 439,630 shares; 2026Q1: 411,551 shares 411,551 $44.3M 0.08% -28,079 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,562 shares; 2024Q4: 685,696 shares; 2025Q1: 659,628 shares; 2025Q2: 580,134 shares; 2025Q3: 602,915 shares; 2025Q4: 587,292 shares; 2026Q1: 834,779 shares 834,779 $44.1M 0.08% +247,487 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: 160,070 shares; 2024Q4: 182,409 shares; 2025Q1: 246,574 shares; 2025Q2: 341,371 shares; 2025Q3: 386,276 shares; 2025Q4: 389,628 shares; 2026Q1: 396,193 shares 396,193 $43.8M 0.08% +6,565 Timeline EWT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616,933 shares 616,933 $43.8M 0.08% new 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: 113,786 shares; 2024Q4: 111,771 shares; 2025Q1: 118,314 shares; 2025Q2: 112,563 shares; 2025Q3: 109,821 shares; 2025Q4: 104,879 shares; 2026Q1: 220,209 shares 220,209 $43.7M 0.08% +115,330 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: 75,075 shares; 2024Q4: 72,557 shares; 2025Q1: 78,321 shares; 2025Q2: 78,785 shares; 2025Q3: 80,131 shares; 2025Q4: 80,316 shares; 2026Q1: 654,966 shares 654,966 $43.2M 0.08% +574,650 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792,638 shares; 2024Q4: 777,172 shares; 2025Q1: 784,950 shares; 2025Q2: 771,022 shares; 2025Q3: 713,418 shares; 2025Q4: 686,240 shares; 2026Q1: 916,927 shares 916,927 $42.6M 0.08% +230,687 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: 9,391 shares; 2024Q4: 9,310 shares; 2025Q1: 9,059 shares; 2025Q2: 8,962 shares; 2025Q3: 8,523 shares; 2025Q4: 8,475 shares; 2026Q1: 48,529 shares 48,529 $42M 0.08% +40,054 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: 433,429 shares; 2024Q4: 381,685 shares; 2025Q1: 348,806 shares; 2025Q2: 337,848 shares; 2025Q3: 332,329 shares; 2025Q4: 299,302 shares; 2026Q1: 707,952 shares 707,952 $40.8M 0.07% +408,650 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 596 shares; 2025Q1: 690 shares; 2025Q2: 638 shares; 2025Q3: 599 shares; 2025Q4: 574 shares; 2026Q1: 74,949 shares 74,949 $40.7M 0.07% +74,375 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,950 shares; 2024Q4: 276,870 shares; 2025Q1: 263,641 shares; 2025Q2: 250,677 shares; 2025Q3: 242,408 shares; 2025Q4: 236,617 shares; 2026Q1: 452,354 shares 452,354 $40.5M 0.07% +215,737 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: 98,735 shares; 2024Q4: 91,834 shares; 2025Q1: 87,745 shares; 2025Q2: 85,187 shares; 2025Q3: 77,533 shares; 2025Q4: 82,990 shares; 2026Q1: 474,692 shares 474,692 $40.5M 0.07% +391,702 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,662 shares; 2024Q4: 235,400 shares; 2025Q1: 219,903 shares; 2025Q2: 221,593 shares; 2025Q3: 215,771 shares; 2025Q4: 203,099 shares; 2026Q1: 259,232 shares 259,232 $40.3M 0.07% +56,133 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,345 shares; 2024Q4: 98,965 shares; 2025Q1: 179,584 shares; 2025Q2: 182,843 shares; 2025Q3: 188,228 shares; 2025Q4: 167,285 shares; 2026Q1: 247,320 shares 247,320 $40M 0.07% +80,035 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: 27,040 shares; 2024Q4: 26,103 shares; 2025Q1: 25,809 shares; 2025Q2: 24,224 shares; 2025Q3: 22,223 shares; 2025Q4: 22,158 shares; 2026Q1: 88,499 shares 88,499 $39.5M 0.07% +66,341 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,021 shares; 2024Q4: 52,079 shares; 2025Q1: 51,217 shares; 2025Q2: 49,970 shares; 2025Q3: 49,791 shares; 2025Q4: 49,331 shares; 2026Q1: 125,396 shares 125,396 $39.4M 0.07% +76,065 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,496 shares; 2024Q4: 463,490 shares; 2025Q1: 574,557 shares; 2025Q2: 705,180 shares; 2025Q3: 762,747 shares; 2025Q4: 797,069 shares; 2026Q1: 834,143 shares 834,143 $39M 0.07% +37,074 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: 247,058 shares; 2024Q4: 239,532 shares; 2025Q1: 206,262 shares; 2025Q2: 192,430 shares; 2025Q3: 164,318 shares; 2025Q4: 134,772 shares; 2026Q1: 223,674 shares 223,674 $38.8M 0.07% +88,902 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,069 shares; 2024Q4: 81,587 shares; 2025Q1: 82,305 shares; 2025Q2: 90,386 shares; 2025Q3: 91,218 shares; 2025Q4: 92,039 shares; 2026Q1: 259,412 shares 259,412 $37.7M 0.07% +167,373 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,692 shares; 2024Q4: 382,866 shares; 2025Q1: 322,071 shares; 2025Q2: 302,842 shares; 2025Q3: 293,610 shares; 2025Q4: 285,095 shares; 2026Q1: 505,687 shares 505,687 $37.6M 0.07% +220,592 Timeline BGDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331,674 shares; 2025Q1: 1,332,099 shares; 2025Q2: 1,331,429 shares; 2025Q3: 1,342,363 shares; 2025Q4: 1,342,363 shares; 2026Q1: 1,342,363 shares 1,342,363 $36.8M 0.07% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,471 shares; 2024Q4: 257,770 shares; 2025Q1: 254,662 shares; 2025Q2: 257,549 shares; 2025Q3: 251,984 shares; 2025Q4: 246,468 shares; 2026Q1: 328,064 shares 328,064 $36.4M 0.07% +81,596 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: 998,617 shares; 2024Q4: 945,853 shares; 2025Q1: 792,610 shares; 2025Q2: 728,955 shares; 2025Q3: 644,055 shares; 2025Q4: 521,037 shares; 2026Q1: 1,249,235 shares 1,249,235 $35.9M 0.07% +728,198 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,269 shares; 2024Q4: 152,923 shares; 2025Q1: 143,822 shares; 2025Q2: 148,900 shares; 2025Q3: 155,587 shares; 2025Q4: 178,392 shares; 2026Q1: 423,647 shares 423,647 $35.5M 0.06% +245,255 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: 14,064 shares; 2024Q4: 13,485 shares; 2025Q1: 13,241 shares; 2025Q2: 13,225 shares; 2025Q3: 15,673 shares; 2025Q4: 18,238 shares; 2026Q1: 236,843 shares 236,843 $35.1M 0.06% +218,605 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,939 shares; 2024Q4: 28,643 shares; 2025Q1: 34,845 shares; 2025Q2: 34,227 shares; 2025Q3: 33,512 shares; 2025Q4: 33,587 shares; 2026Q1: 79,163 shares 79,163 $34.5M 0.06% +45,576 Timeline IWN 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: 98,376 shares; 2024Q4: 96,218 shares; 2025Q1: 90,351 shares; 2025Q2: 86,281 shares; 2025Q3: 85,791 shares; 2025Q4: 84,281 shares; 2026Q1: 182,001 shares 182,001 $34.5M 0.06% +97,720 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: 657,832 shares; 2024Q4: 592,113 shares; 2025Q1: 534,851 shares; 2025Q2: 433,493 shares; 2025Q3: 424,302 shares; 2025Q4: 398,174 shares; 2026Q1: 524,271 shares 524,271 $33.9M 0.06% +126,097 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 4,528 shares; 2025Q1: 5,586 shares; 2025Q2: 6,812 shares; 2025Q3: 9,657 shares; 2025Q4: 21,879 shares; 2026Q1: 380,997 shares 380,997 $33.6M 0.06% +359,118 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: 55,341 shares; 2024Q4: 53,465 shares; 2025Q1: 52,013 shares; 2025Q2: 54,355 shares; 2025Q3: 55,944 shares; 2025Q4: 55,647 shares; 2026Q1: 120,809 shares 120,809 $33.6M 0.06% +65,162 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: 824 shares; 2024Q4: 2,101 shares; 2025Q1: 2,335 shares; 2025Q2: 6,427 shares; 2025Q3: 2,739 shares; 2025Q4: 2,404 shares; 2026Q1: 357,336 shares 357,336 $33.5M 0.06% +354,932 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: 218,946 shares; 2024Q4: 228,556 shares; 2025Q1: 271,489 shares; 2025Q2: 296,046 shares; 2025Q3: 304,656 shares; 2025Q4: 302,509 shares; 2026Q1: 532,886 shares 532,886 $33.4M 0.06% +230,377 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: 210,977 shares; 2024Q4: 199,725 shares; 2025Q1: 183,207 shares; 2025Q2: 136,099 shares; 2025Q3: 123,034 shares; 2025Q4: 117,952 shares; 2026Q1: 223,713 shares 223,713 $32.8M 0.06% +105,761 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,345 shares; 2024Q4: 40,702 shares; 2025Q1: 30,555 shares; 2025Q2: 28,530 shares; 2025Q3: 28,326 shares; 2025Q4: 27,793 shares; 2026Q1: 94,391 shares 94,391 $32.6M 0.06% +66,598 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,820 shares; 2024Q4: 82,974 shares; 2025Q1: 80,427 shares; 2025Q2: 75,437 shares; 2025Q3: 74,953 shares; 2025Q4: 69,204 shares; 2026Q1: 206,278 shares 206,278 $32.4M 0.06% +137,074 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,349 shares; 2024Q4: 24,190 shares; 2025Q1: 20,743 shares; 2025Q2: 18,942 shares; 2025Q3: 18,721 shares; 2025Q4: 18,286 shares; 2026Q1: 47,348 shares 47,348 $32.3M 0.06% +29,062 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: 93,533 shares; 2024Q4: 113,274 shares; 2025Q1: 115,736 shares; 2025Q2: 90,738 shares; 2025Q3: 85,968 shares; 2025Q4: 71,780 shares; 2026Q1: 280,117 shares 280,117 $32.2M 0.06% +208,337 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: 107,276 shares; 2024Q4: 107,487 shares; 2025Q1: 108,360 shares; 2025Q2: 108,279 shares; 2025Q3: 108,374 shares; 2025Q4: 106,623 shares; 2026Q1: 331,950 shares 331,950 $32M 0.06% +225,327 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: 45,673 shares; 2024Q4: 111,860 shares; 2025Q1: 179,449 shares; 2025Q2: 203,294 shares; 2025Q3: 224,286 shares; 2025Q4: 246,777 shares; 2026Q1: 326,185 shares 326,185 $31.9M 0.06% +79,408 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: 60,995 shares; 2024Q4: 53,215 shares; 2025Q1: 42,485 shares; 2025Q2: 35,319 shares; 2025Q3: 32,434 shares; 2025Q4: 29,319 shares; 2026Q1: 259,285 shares 259,285 $31.4M 0.06% +229,966 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 68 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 250,908 shares 250,908 $30.9M 0.06% +250,886 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 7,776 shares; 2025Q1: 8,128 shares; 2025Q2: 6,270 shares; 2025Q3: 5,952 shares; 2025Q4: 6,664 shares; 2026Q1: 387,531 shares 387,531 $30.7M 0.06% +380,867 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,356,752 shares; 2024Q4: 4,332,764 shares; 2025Q1: 4,347,485 shares; 2025Q2: 4,250,785 shares; 2025Q3: 3,886,866 shares; 2025Q4: 369,246 shares; 2026Q1: 406,396 shares 406,396 $30.6M 0.06% +37,150 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: 176 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 647,396 shares 647,396 $30.3M 0.06% +647,354 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: 215,622 shares; 2024Q4: 212,316 shares; 2025Q1: 115,061 shares; 2025Q2: 99,773 shares; 2025Q3: 88,333 shares; 2025Q4: 76,579 shares; 2026Q1: 124,270 shares 124,270 $30.2M 0.06% +47,691 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 17,748 shares; 2025Q1: 17,416 shares; 2025Q2: 17,666 shares; 2025Q3: 18,212 shares; 2025Q4: 19,139 shares; 2026Q1: 103,341 shares 103,341 $30.1M 0.06% +84,202 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: 57,467 shares; 2024Q4: 74,773 shares; 2025Q1: 140,918 shares; 2025Q2: 145,013 shares; 2025Q3: 189,171 shares; 2025Q4: 196,986 shares; 2026Q1: 312,569 shares 312,569 $29.8M 0.05% +115,583 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: 234,345 shares; 2024Q4: 252,572 shares; 2025Q1: 266,348 shares; 2025Q2: 268,371 shares; 2025Q3: 271,061 shares; 2025Q4: 270,042 shares; 2026Q1: 410,253 shares 410,253 $29.7M 0.05% +140,211 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,655 shares; 2024Q4: 127,189 shares; 2025Q1: 130,529 shares; 2025Q2: 119,792 shares; 2025Q3: 118,272 shares; 2025Q4: 119,012 shares; 2026Q1: 203,918 shares 203,918 $29.7M 0.05% +84,906 Timeline IJK 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: 150,041 shares; 2024Q4: 143,391 shares; 2025Q1: 139,545 shares; 2025Q2: 135,855 shares; 2025Q3: 138,780 shares; 2025Q4: 143,786 shares; 2026Q1: 295,026 shares 295,026 $29.7M 0.05% +151,240 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,392 shares; 2025Q1: 7,386 shares; 2025Q2: 7,326 shares; 2025Q3: 8,258 shares; 2025Q4: 7,898 shares; 2026Q1: 47,882 shares 47,882 $29.5M 0.05% +39,984 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,042 shares; 2025Q1: 2,092 shares; 2025Q2: 2,081 shares; 2025Q3: 2,103 shares; 2025Q4: 2,063 shares; 2026Q1: 173,440 shares 173,440 $29.4M 0.05% +171,377 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: 177,058 shares; 2024Q4: 162,339 shares; 2025Q1: 169,749 shares; 2025Q2: 168,970 shares; 2025Q3: 156,143 shares; 2025Q4: 146,289 shares; 2026Q1: 403,201 shares 403,201 $29M 0.05% +256,912 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 7,234 shares; 2025Q1: 9,405 shares; 2025Q2: 12,621 shares; 2025Q3: 14,935 shares; 2025Q4: 16,824 shares; 2026Q1: 25,811 shares 25,811 $28.2M 0.05% +8,987 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,970 shares; 2025Q4: 1,067 shares; 2026Q1: 391,609 shares 391,609 $27.9M 0.05% +390,542 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: 86,111 shares; 2024Q4: 94,046 shares; 2025Q1: 107,490 shares; 2025Q2: 109,016 shares; 2025Q3: 111,250 shares; 2025Q4: 103,730 shares; 2026Q1: 233,471 shares 233,471 $27.7M 0.05% +129,741 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: 10,396 shares; 2024Q4: 8,643 shares; 2025Q1: 7,691 shares; 2025Q2: 10,134 shares; 2025Q3: 12,063 shares; 2025Q4: 15,425 shares; 2026Q1: 34,910 shares 34,910 $27M 0.05% +19,485 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,382 shares; 2025Q1: 1,397 shares; 2025Q2: 1,225 shares; 2025Q3: 838 shares; 2025Q4: 783 shares; 2026Q1: 239,800 shares 239,800 $26.6M 0.05% +239,017 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: 4,190 shares; 2024Q4: 6,499 shares; 2025Q1: 40,267 shares; 2025Q2: 64,217 shares; 2025Q3: 69,656 shares; 2025Q4: 90,806 shares; 2026Q1: 177,199 shares 177,199 $26.6M 0.05% +86,393 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 37 shares 37 $26.6M 0.05% +17 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,270 shares; 2024Q4: 105,204 shares; 2025Q1: 105,505 shares; 2025Q2: 103,523 shares; 2025Q3: 100,200 shares; 2025Q4: 93,687 shares; 2026Q1: 192,069 shares 192,069 $26.6M 0.05% +98,382 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,739 shares; 2024Q4: 289,921 shares; 2025Q1: 270,215 shares; 2025Q2: 260,291 shares; 2025Q3: 262,011 shares; 2025Q4: 249,831 shares; 2026Q1: 646,537 shares 646,537 $26.5M 0.05% +396,706 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,682 shares; 2024Q4: 658,282 shares; 2025Q1: 649,963 shares; 2025Q2: 557,239 shares; 2025Q3: 588,079 shares; 2025Q4: 657,542 shares; 2026Q1: 733,811 shares 733,811 $26.5M 0.05% +76,269 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,932 shares; 2024Q4: 22,151 shares; 2025Q1: 20,719 shares; 2025Q2: 20,011 shares; 2025Q3: 20,415 shares; 2025Q4: 17,936 shares; 2026Q1: 138,005 shares 138,005 $26.5M 0.05% +120,069 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,126 shares; 2025Q1: 1,549 shares; 2025Q2: 1,584 shares; 2025Q3: 1,068 shares; 2025Q4: 6,716 shares; 2026Q1: 105,569 shares 105,569 $26.5M 0.05% +98,853 Timeline ESGE 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: 510,761 shares; 2024Q4: 477,342 shares; 2025Q1: 496,066 shares; 2025Q2: 450,727 shares; 2025Q3: 441,384 shares; 2025Q4: 450,502 shares; 2026Q1: 574,551 shares 574,551 $26.1M 0.05% +124,049 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 14,532 shares; 2025Q1: 13,861 shares; 2025Q2: 13,902 shares; 2025Q3: 13,957 shares; 2025Q4: 13,594 shares; 2026Q1: 59,221 shares 59,221 $25.7M 0.05% +45,627 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 706 shares; 2025Q2: 460 shares; 2025Q3: 287,772 shares; 2025Q4: 340,678 shares; 2026Q1: 494,522 shares 494,522 $25.7M 0.05% +153,844 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 3,953 shares; 2025Q1: 3,764 shares; 2025Q2: 2,888 shares; 2025Q3: 2,586 shares; 2025Q4: 2,162 shares; 2026Q1: 126,615 shares 126,615 $25.3M 0.05% +124,453 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,645 shares; 2024Q4: 72,321 shares; 2025Q1: 71,877 shares; 2025Q2: 71,297 shares; 2025Q3: 68,997 shares; 2025Q4: 70,604 shares; 2026Q1: 195,039 shares 195,039 $24.7M 0.05% +124,435 Timeline SUB 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: 5,178 shares; 2024Q4: 2,150 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 5,242 shares; 2025Q4: 2,600 shares; 2026Q1: 231,380 shares 231,380 $24.6M 0.05% +228,780 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,934 shares; 2024Q4: 89,708 shares; 2025Q1: 103,263 shares; 2025Q2: 102,017 shares; 2025Q3: 98,134 shares; 2025Q4: 104,046 shares; 2026Q1: 436,636 shares 436,636 $24.6M 0.04% +332,590 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,313 shares; 2024Q4: 94,070 shares; 2025Q1: 89,852 shares; 2025Q2: 88,250 shares; 2025Q3: 83,021 shares; 2025Q4: 81,461 shares; 2026Q1: 132,621 shares 132,621 $24.4M 0.04% +51,160 Timeline HYG 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: 270,382 shares; 2024Q4: 260,043 shares; 2025Q1: 243,992 shares; 2025Q2: 224,180 shares; 2025Q3: 213,653 shares; 2025Q4: 208,543 shares; 2026Q1: 306,548 shares 306,548 $24.4M 0.04% +98,005 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: 900,808 shares; 2024Q4: 825,744 shares; 2025Q1: 760,040 shares; 2025Q2: 617,256 shares; 2025Q3: 499,669 shares; 2025Q4: 471,585 shares; 2026Q1: 470,633 shares 470,633 $24.2M 0.04% -952 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,084 shares; 2024Q4: 65,984 shares; 2025Q1: 62,968 shares; 2025Q2: 36,363 shares; 2025Q3: 35,287 shares; 2025Q4: 33,985 shares; 2026Q1: 67,597 shares 67,597 $24.1M 0.04% +33,612 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,401 shares; 2024Q4: 129,643 shares; 2025Q1: 122,353 shares; 2025Q2: 119,303 shares; 2025Q3: 115,372 shares; 2025Q4: 110,630 shares; 2026Q1: 218,307 shares 218,307 $23.8M 0.04% +107,677 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,130 shares; 2024Q4: 214,997 shares; 2025Q1: 200,122 shares; 2025Q2: 204,007 shares; 2025Q3: 218,856 shares; 2025Q4: 221,491 shares; 2026Q1: 302,862 shares 302,862 $23.7M 0.04% +81,371 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,800 shares; 2024Q4: 267,950 shares; 2025Q1: 223,309 shares; 2025Q2: 194,396 shares; 2025Q3: 190,056 shares; 2025Q4: 192,598 shares; 2026Q1: 330,577 shares 330,577 $23.6M 0.04% +137,979 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 25,239 shares; 2025Q1: 25,567 shares; 2025Q2: 21,823 shares; 2025Q3: 21,290 shares; 2025Q4: 19,908 shares; 2026Q1: 128,156 shares 128,156 $23.3M 0.04% +108,248 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: 645 shares; 2024Q4: 1,132 shares; 2025Q1: not reported; 2025Q2: 569 shares; 2025Q3: 1,863 shares; 2025Q4: 1,870 shares; 2026Q1: 391,345 shares 391,345 $23.3M 0.04% +389,475 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,735 shares; 2024Q4: 78,922 shares; 2025Q1: 77,780 shares; 2025Q2: 78,214 shares; 2025Q3: 75,833 shares; 2025Q4: 75,901 shares; 2026Q1: 109,320 shares 109,320 $23.2M 0.04% +33,419 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 813 shares; 2025Q1: 2,696 shares; 2025Q2: 2,854 shares; 2025Q3: 2,979 shares; 2025Q4: 3,255 shares; 2026Q1: 167,959 shares 167,959 $22.8M 0.04% +164,704 Timeline DGS 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: 175,616 shares; 2024Q4: 209,408 shares; 2025Q1: 255,866 shares; 2025Q2: 334,757 shares; 2025Q3: 340,480 shares; 2025Q4: 362,608 shares; 2026Q1: 378,528 shares 378,528 $22.7M 0.04% +15,920 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,016 shares; 2024Q4: 73,698 shares; 2025Q1: 71,658 shares; 2025Q2: 42,389 shares; 2025Q3: 47,155 shares; 2025Q4: 51,344 shares; 2026Q1: 88,364 shares 88,364 $22.7M 0.04% +37,020 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,262 shares; 2024Q4: 41,050 shares; 2025Q1: 38,416 shares; 2025Q2: 42,374 shares; 2025Q3: 39,125 shares; 2025Q4: 40,086 shares; 2026Q1: 440,485 shares 440,485 $22.3M 0.04% +400,399 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: 149,638 shares; 2024Q4: 231,880 shares; 2025Q1: 263,500 shares; 2025Q2: 262,582 shares; 2025Q3: 275,282 shares; 2025Q4: 297,500 shares; 2026Q1: 394,338 shares 394,338 $22.3M 0.04% +96,838 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 19,224 shares; 2025Q1: 18,469 shares; 2025Q2: 18,229 shares; 2025Q3: 17,734 shares; 2025Q4: 20,611 shares; 2026Q1: 70,090 shares 70,090 $22M 0.04% +49,479 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: 103,192 shares; 2024Q4: 103,305 shares; 2025Q1: 109,267 shares; 2025Q2: 114,769 shares; 2025Q3: 111,282 shares; 2025Q4: 104,818 shares; 2026Q1: 649,435 shares 649,435 $21.8M 0.04% +544,617 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 14,213 shares; 2025Q1: 9,725 shares; 2025Q2: 8,790 shares; 2025Q3: 8,819 shares; 2025Q4: 13,272 shares; 2026Q1: 152,691 shares 152,691 $21.7M 0.04% +139,419 Timeline XLY 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: 56,071 shares; 2024Q4: 53,973 shares; 2025Q1: 52,799 shares; 2025Q2: 53,034 shares; 2025Q3: 51,974 shares; 2025Q4: 104,215 shares; 2026Q1: 198,463 shares 198,463 $21.6M 0.04% +94,248 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,373 shares; 2025Q1: 1,456 shares; 2025Q2: 1,353 shares; 2025Q3: 1,337 shares; 2025Q4: 1,266 shares; 2026Q1: 313,026 shares 313,026 $21.6M 0.04% +311,760 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: 160,309 shares; 2024Q4: 142,691 shares; 2025Q1: 129,992 shares; 2025Q2: 126,773 shares; 2025Q3: 124,569 shares; 2025Q4: 124,809 shares; 2026Q1: 303,607 shares 303,607 $21.5M 0.04% +178,798 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: 16,510 shares; 2024Q4: 27,023 shares; 2025Q1: 67,815 shares; 2025Q2: 144,433 shares; 2025Q3: 163,007 shares; 2025Q4: 190,371 shares; 2026Q1: 318,274 shares 318,274 $21.3M 0.04% +127,903 Timeline CFA 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 232,937 shares 232,937 $21.3M 0.04% +232,765 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 367 shares; 2025Q1: 401 shares; 2025Q2: 349 shares; 2025Q3: 399 shares; 2025Q4: 412 shares; 2026Q1: 81,023 shares 81,023 $21.1M 0.04% +80,611 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,038 shares; 2025Q1: 5,491 shares; 2025Q2: 6,011 shares; 2025Q3: 6,216 shares; 2025Q4: 6,386 shares; 2026Q1: 38,355 shares 38,355 $21.1M 0.04% +31,969 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: 12,935 shares; 2024Q4: 12,443 shares; 2025Q1: 12,867 shares; 2025Q2: 13,428 shares; 2025Q3: 13,774 shares; 2025Q4: 13,661 shares; 2026Q1: 75,342 shares 75,342 $21M 0.04% +61,681 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: 11,204 shares; 2024Q4: 11,061 shares; 2025Q1: 12,777 shares; 2025Q2: 14,871 shares; 2025Q3: 14,936 shares; 2025Q4: 20,832 shares; 2026Q1: 91,255 shares 91,255 $21M 0.04% +70,423 Timeline ACWX 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: 305,845 shares 305,845 $20.9M 0.04% new 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: 11,562 shares; 2024Q4: 11,399 shares; 2025Q1: 11,368 shares; 2025Q2: 10,944 shares; 2025Q3: 10,687 shares; 2025Q4: 9,876 shares; 2026Q1: 17,943 shares 17,943 $20.8M 0.04% +8,067 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: 4,105 shares; 2024Q4: 5,709 shares; 2025Q1: 4,187 shares; 2025Q2: 4,682 shares; 2025Q3: 4,690 shares; 2025Q4: 5,590 shares; 2026Q1: 262,280 shares 262,280 $20.8M 0.04% +256,690 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 1,780 shares; 2025Q1: 50 shares; 2025Q2: 96 shares; 2025Q3: 1,334 shares; 2025Q4: 40 shares; 2026Q1: 244,931 shares 244,931 $20.7M 0.04% +244,891 Timeline IJJ 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: 76,681 shares; 2024Q4: 73,160 shares; 2025Q1: 70,470 shares; 2025Q2: 69,354 shares; 2025Q3: 69,830 shares; 2025Q4: 72,078 shares; 2026Q1: 155,807 shares 155,807 $20.6M 0.04% +83,729 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: 25,179 shares; 2024Q4: 25,440 shares; 2025Q1: 26,314 shares; 2025Q2: 26,508 shares; 2025Q3: 26,298 shares; 2025Q4: 24,582 shares; 2026Q1: 76,660 shares 76,660 $20.4M 0.04% +52,078 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: 135,889 shares; 2024Q4: 133,596 shares; 2025Q1: 131,094 shares; 2025Q2: 151,095 shares; 2025Q3: 141,418 shares; 2025Q4: 91,394 shares; 2026Q1: 117,471 shares 117,471 $20.3M 0.04% +26,077 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,186 shares; 2024Q4: 84,335 shares; 2025Q1: 82,722 shares; 2025Q2: 82,321 shares; 2025Q3: 81,177 shares; 2025Q4: 77,114 shares; 2026Q1: 173,765 shares 173,765 $20.1M 0.04% +96,651 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 106,833 shares; 2025Q1: 137,822 shares; 2025Q2: 69,642 shares; 2025Q3: 25,198 shares; 2025Q4: 31,387 shares; 2026Q1: 204,274 shares 204,274 $20.1M 0.04% +172,887 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,171 shares; 2024Q4: 119,961 shares; 2025Q1: 116,831 shares; 2025Q2: 65,651 shares; 2025Q3: 65,770 shares; 2025Q4: 69,064 shares; 2026Q1: 436,355 shares 436,355 $20.1M 0.04% +367,291 Timeline TLT 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: 43,948 shares; 2024Q4: 54,860 shares; 2025Q1: 77,271 shares; 2025Q2: 91,692 shares; 2025Q3: 107,797 shares; 2025Q4: 116,829 shares; 2026Q1: 230,322 shares 230,322 $20M 0.04% +113,493 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 26,278 shares; 2025Q1: 28,579 shares; 2025Q2: 31,345 shares; 2025Q3: 31,083 shares; 2025Q4: 28,855 shares; 2026Q1: 205,588 shares 205,588 $19.8M 0.04% +176,733 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: 71,667 shares; 2024Q4: 33,809 shares; 2025Q1: 38,414 shares; 2025Q2: 42,634 shares; 2025Q3: 41,578 shares; 2025Q4: 43,255 shares; 2026Q1: 182,674 shares 182,674 $19.8M 0.04% +139,419 Timeline JEPI 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: 13,314 shares; 2024Q4: 28,219 shares; 2025Q1: 25,443 shares; 2025Q2: 23,426 shares; 2025Q3: 23,397 shares; 2025Q4: 22,062 shares; 2026Q1: 347,694 shares 347,694 $19.7M 0.04% +325,632 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: 12,352 shares; 2024Q4: 13,269 shares; 2025Q1: 14,998 shares; 2025Q2: 21,101 shares; 2025Q3: 21,186 shares; 2025Q4: 20,333 shares; 2026Q1: 72,692 shares 72,692 $19.7M 0.04% +52,359 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 839 shares; 2025Q1: 1,290 shares; 2025Q2: 1,245 shares; 2025Q3: 1,251 shares; 2025Q4: 1,196 shares; 2026Q1: 267,101 shares 267,101 $19.5M 0.04% +265,905 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,372 shares; 2024Q4: 33,205 shares; 2025Q1: 32,296 shares; 2025Q2: 28,273 shares; 2025Q3: 28,269 shares; 2025Q4: 26,698 shares; 2026Q1: 88,739 shares 88,739 $19.4M 0.04% +62,041 Timeline SHV 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: 516 shares; 2024Q4: 516 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 6,911 shares; 2025Q4: 483 shares; 2026Q1: 175,976 shares 175,976 $19.4M 0.04% +175,493 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,181 shares; 2024Q4: 14,218 shares; 2025Q1: 14,085 shares; 2025Q2: 13,890 shares; 2025Q3: 15,858 shares; 2025Q4: 13,348 shares; 2026Q1: 78,323 shares 78,323 $19.4M 0.04% +64,975 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,354 shares; 2024Q4: 136,197 shares; 2025Q1: 215,039 shares; 2025Q2: 296,551 shares; 2025Q3: 319,263 shares; 2025Q4: 333,329 shares; 2026Q1: 399,909 shares 399,909 $19.3M 0.04% +66,580 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: 69,454 shares; 2024Q4: 62,720 shares; 2025Q1: 61,548 shares; 2025Q2: 68,288 shares; 2025Q3: 67,858 shares; 2025Q4: 67,433 shares; 2026Q1: 57,149 shares 57,149 $19.3M 0.04% -10,284 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,881 shares; 2025Q1: 3,578 shares; 2025Q2: 3,584 shares; 2025Q3: 3,279 shares; 2025Q4: 3,228 shares; 2026Q1: 17,592 shares 17,592 $19.2M 0.04% +14,364 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,428 shares; 2025Q1: 3,595 shares; 2025Q2: 3,377 shares; 2025Q3: 1,032 shares; 2025Q4: 501 shares; 2026Q1: 143,574 shares 143,574 $19.1M 0.03% +143,073 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,267 shares; 2025Q1: 5,734 shares; 2025Q2: 4,088 shares; 2025Q3: 3,150 shares; 2025Q4: 3,772 shares; 2026Q1: 161,070 shares 161,070 $19M 0.03% +157,298 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,703 shares; 2024Q4: 13,620 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 7,069 shares; 2025Q4: 7,869 shares; 2026Q1: 378,843 shares 378,843 $18.9M 0.03% +370,974 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 30,809 shares; 2025Q1: 30,136 shares; 2025Q2: 16,312 shares; 2025Q3: 15,711 shares; 2025Q4: 14,978 shares; 2026Q1: 114,182 shares 114,182 $18.7M 0.03% +99,204 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: 42,552 shares; 2024Q4: 44,120 shares; 2025Q1: 30,321 shares; 2025Q2: 31,072 shares; 2025Q3: 31,050 shares; 2025Q4: 27,550 shares; 2026Q1: 118,779 shares 118,779 $18.7M 0.03% +91,229 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,342 shares; 2024Q4: 33,310 shares; 2025Q1: 38,784 shares; 2025Q2: 77,800 shares; 2025Q3: 89,069 shares; 2025Q4: 93,314 shares; 2026Q1: 401,650 shares 401,650 $18.6M 0.03% +308,336 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,643 shares; 2024Q4: 45,818 shares; 2025Q1: 43,809 shares; 2025Q2: 41,342 shares; 2025Q3: 36,081 shares; 2025Q4: 36,798 shares; 2026Q1: 161,129 shares 161,129 $18.6M 0.03% +124,331 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 98 shares; 2025Q1: 269 shares; 2025Q2: 292 shares; 2025Q3: 1,486 shares; 2025Q4: 6,123 shares; 2026Q1: 46,665 shares 46,665 $18.6M 0.03% +40,542 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,039 shares; 2024Q4: 705,262 shares; 2025Q1: 763,005 shares; 2025Q2: 744,931 shares; 2025Q3: 533,523 shares; 2025Q4: 401,062 shares; 2026Q1: 579,791 shares 579,791 $18.6M 0.03% +178,729 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: 58,086 shares; 2024Q4: 58,472 shares; 2025Q1: 80,460 shares; 2025Q2: 84,905 shares; 2025Q3: 85,953 shares; 2025Q4: 87,286 shares; 2026Q1: 93,256 shares 93,256 $18.4M 0.03% +5,970 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 5,977 shares; 2025Q1: 6,835 shares; 2025Q2: 6,160 shares; 2025Q3: 2,670 shares; 2025Q4: 6,146 shares; 2026Q1: 280,639 shares 280,639 $18.3M 0.03% +274,493 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: 199,337 shares; 2024Q4: 191,468 shares; 2025Q1: 198,673 shares; 2025Q2: 188,522 shares; 2025Q3: 200,328 shares; 2025Q4: 201,581 shares; 2026Q1: 211,159 shares 211,159 $18.3M 0.03% +9,578 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,619 shares; 2025Q1: 1,592 shares; 2025Q2: 1,061 shares; 2025Q3: 1,381 shares; 2025Q4: 883 shares; 2026Q1: 106,057 shares 106,057 $18.2M 0.03% +105,174 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 15,373 shares; 2025Q1: 16,851 shares; 2025Q2: 18,652 shares; 2025Q3: 18,874 shares; 2025Q4: 21,507 shares; 2026Q1: 334,979 shares 334,979 $17.9M 0.03% +313,472 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 823 shares; 2025Q1: 857 shares; 2025Q2: 789 shares; 2025Q3: 810 shares; 2025Q4: 744 shares; 2026Q1: 63,496 shares 63,496 $17.9M 0.03% +62,752 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,197 shares; 2025Q1: 7,570 shares; 2025Q2: 6,925 shares; 2025Q3: 7,086 shares; 2025Q4: 7,149 shares; 2026Q1: 82,948 shares 82,948 $17.8M 0.03% +75,799 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: 27,679 shares; 2024Q4: 27,679 shares; 2025Q1: 27,679 shares; 2025Q2: 27,679 shares; 2025Q3: 36,522 shares; 2025Q4: 42,890 shares; 2026Q1: 389,085 shares 389,085 $17.8M 0.03% +346,195 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,826 shares; 2024Q4: 19,420 shares; 2025Q1: 19,732 shares; 2025Q2: 45,116 shares; 2025Q3: 44,048 shares; 2025Q4: 46,523 shares; 2026Q1: 208,542 shares 208,542 $17.7M 0.03% +162,019 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 42,654 shares; 2025Q1: 41,044 shares; 2025Q2: 41,249 shares; 2025Q3: 39,546 shares; 2025Q4: 40,068 shares; 2026Q1: 182,132 shares 182,132 $17.7M 0.03% +142,064 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: 51,573 shares; 2024Q4: 51,198 shares; 2025Q1: 55,005 shares; 2025Q2: 53,543 shares; 2025Q3: 57,492 shares; 2025Q4: 57,583 shares; 2026Q1: 236,740 shares 236,740 $17.6M 0.03% +179,157 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 16,101 shares; 2025Q1: 16,279 shares; 2025Q2: 18,801 shares; 2025Q3: 18,450 shares; 2025Q4: 17,225 shares; 2026Q1: 62,325 shares 62,325 $17.6M 0.03% +45,100 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 10,657 shares; 2025Q1: 10,903 shares; 2025Q2: 10,788 shares; 2025Q3: 10,029 shares; 2025Q4: 9,857 shares; 2026Q1: 161,084 shares 161,084 $17.6M 0.03% +151,227 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,986 shares; 2025Q1: 4,442 shares; 2025Q2: 6,248 shares; 2025Q3: 6,121 shares; 2025Q4: 2,387 shares; 2026Q1: 212,289 shares 212,289 $17.6M 0.03% +209,902 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,089 shares; 2024Q4: 51,868 shares; 2025Q1: 30,713 shares; 2025Q2: 45,223 shares; 2025Q3: 40,548 shares; 2025Q4: 37,198 shares; 2026Q1: 84,215 shares 84,215 $17.5M 0.03% +47,017 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,504 shares; 2025Q1: 1,582 shares; 2025Q2: 1,526 shares; 2025Q3: 4,587 shares; 2025Q4: 4,595 shares; 2026Q1: 211,316 shares 211,316 $17.5M 0.03% +206,721 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 981 shares; 2025Q1: 1,028 shares; 2025Q2: 937 shares; 2025Q3: 1,725 shares; 2025Q4: 1,595 shares; 2026Q1: 47,567 shares 47,567 $17.3M 0.03% +45,972 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 19,644 shares; 2025Q1: 19,804 shares; 2025Q2: 19,334 shares; 2025Q3: 17,691 shares; 2025Q4: 16,763 shares; 2026Q1: 79,489 shares 79,489 $17.2M 0.03% +62,726 Timeline IJS 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: 71,655 shares; 2024Q4: 68,168 shares; 2025Q1: 64,094 shares; 2025Q2: 59,309 shares; 2025Q3: 57,649 shares; 2025Q4: 54,095 shares; 2026Q1: 143,255 shares 143,255 $17M 0.03% +89,160 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,033 shares; 2024Q4: 357,330 shares; 2025Q1: 387,252 shares; 2025Q2: 224,694 shares; 2025Q3: 230,892 shares; 2025Q4: 230,526 shares; 2026Q1: 283,790 shares 283,790 $16.8M 0.03% +53,264 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: 11,809 shares; 2024Q4: 12,081 shares; 2025Q1: 11,982 shares; 2025Q2: 12,211 shares; 2025Q3: 12,266 shares; 2025Q4: 12,536 shares; 2026Q1: 55,248 shares 55,248 $16.8M 0.03% +42,712 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 547 shares; 2025Q1: 682 shares; 2025Q2: 679 shares; 2025Q3: 707 shares; 2025Q4: 638 shares; 2026Q1: 102,456 shares 102,456 $16.8M 0.03% +101,818 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 10,781 shares; 2025Q1: 6,879 shares; 2025Q2: 6,790 shares; 2025Q3: 6,660 shares; 2025Q4: 6,938 shares; 2026Q1: 115,078 shares 115,078 $16.8M 0.03% +108,140 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,978 shares; 2024Q4: 179,019 shares; 2025Q1: 192,422 shares; 2025Q2: 170,777 shares; 2025Q3: 162,140 shares; 2025Q4: 73,357 shares; 2026Q1: 141,537 shares 141,537 $16.7M 0.03% +68,180 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: 111,135 shares; 2024Q4: 106,047 shares; 2025Q1: 88,172 shares; 2025Q2: 86,961 shares; 2025Q3: 83,647 shares; 2025Q4: 82,382 shares; 2026Q1: 220,788 shares 220,788 $16.6M 0.03% +138,406 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: 600 shares; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 23 shares; 2025Q3: 538 shares; 2025Q4: 1,272 shares; 2026Q1: 181,226 shares 181,226 $16.6M 0.03% +179,954 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,697 shares; 2025Q1: 1,709 shares; 2025Q2: 1,679 shares; 2025Q3: 1,700 shares; 2025Q4: 1,697 shares; 2026Q1: 4,910 shares 4,910 $16.6M 0.03% +3,213 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: 13,607 shares; 2024Q4: 13,458 shares; 2025Q1: 14,190 shares; 2025Q2: 14,458 shares; 2025Q3: 13,700 shares; 2025Q4: 14,265 shares; 2026Q1: 78,006 shares 78,006 $16.5M 0.03% +63,741 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: 8,365 shares; 2024Q4: 8,180 shares; 2025Q1: 8,414 shares; 2025Q2: 9,222 shares; 2025Q3: 9,611 shares; 2025Q4: 10,384 shares; 2026Q1: 68,850 shares 68,850 $16.5M 0.03% +58,466 Timeline VFH 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: 95,439 shares; 2024Q4: 96,832 shares; 2025Q1: 95,775 shares; 2025Q2: 92,960 shares; 2025Q3: 91,656 shares; 2025Q4: 91,204 shares; 2026Q1: 136,333 shares 136,333 $16.5M 0.03% +45,129 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: 147,537 shares; 2024Q4: 134,686 shares; 2025Q1: 139,520 shares; 2025Q2: 121,686 shares; 2025Q3: 117,754 shares; 2025Q4: 117,652 shares; 2026Q1: 124,379 shares 124,379 $16.4M 0.03% +6,727 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: 9,127 shares; 2024Q4: 9,225 shares; 2025Q1: 9,164 shares; 2025Q2: 9,350 shares; 2025Q3: 9,405 shares; 2025Q4: 9,580 shares; 2026Q1: 34,688 shares 34,688 $16.4M 0.03% +25,108 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 10,952 shares; 2025Q1: 12,463 shares; 2025Q2: 12,341 shares; 2025Q3: 11,355 shares; 2025Q4: 9,412 shares; 2026Q1: 65,346 shares 65,346 $16.4M 0.03% +55,934 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: 438 shares; 2024Q4: 1,633 shares; 2025Q1: 2,915 shares; 2025Q2: 3,312 shares; 2025Q3: 1,645 shares; 2025Q4: 1,471 shares; 2026Q1: 171,874 shares 171,874 $16.3M 0.03% +170,403 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: 84,558 shares; 2024Q4: 85,328 shares; 2025Q1: 86,333 shares; 2025Q2: 88,694 shares; 2025Q3: 90,390 shares; 2025Q4: 92,277 shares; 2026Q1: 257,244 shares 257,244 $15.9M 0.03% +164,967 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 15,806 shares; 2025Q1: 13,840 shares; 2025Q2: 14,275 shares; 2025Q3: 14,281 shares; 2025Q4: 14,149 shares; 2026Q1: 76,337 shares 76,337 $15.8M 0.03% +62,188 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,093 shares; 2024Q4: 93,113 shares; 2025Q1: 73,979 shares; 2025Q2: 71,276 shares; 2025Q3: 62,654 shares; 2025Q4: 60,377 shares; 2026Q1: 142,180 shares 142,180 $15.6M 0.03% +81,803 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,717 shares; 2024Q4: 28,648 shares; 2025Q1: 28,715 shares; 2025Q2: 28,505 shares; 2025Q3: 28,308 shares; 2025Q4: 28,082 shares; 2026Q1: 57,981 shares 57,981 $15.5M 0.03% +29,899 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 8,625 shares; 2025Q1: 6,895 shares; 2025Q2: 6,950 shares; 2025Q3: 7,022 shares; 2025Q4: 8,669 shares; 2026Q1: 164,703 shares 164,703 $15.3M 0.03% +156,034 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,395 shares; 2024Q4: 38,233 shares; 2025Q1: 38,161 shares; 2025Q2: 35,532 shares; 2025Q3: 33,775 shares; 2025Q4: 31,802 shares; 2026Q1: 72,715 shares 72,715 $15.2M 0.03% +40,913 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,570 shares; 2024Q4: 136,707 shares; 2025Q1: 138,356 shares; 2025Q2: 137,436 shares; 2025Q3: 134,063 shares; 2025Q4: 132,559 shares; 2026Q1: 309,020 shares 309,020 $15.1M 0.03% +176,461 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 5,964 shares; 2025Q1: 6,304 shares; 2025Q2: 6,182 shares; 2025Q3: 5,542 shares; 2025Q4: 5,497 shares; 2026Q1: 34,077 shares 34,077 $15.1M 0.03% +28,580 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: 26,797 shares; 2024Q4: 26,940 shares; 2025Q1: 29,252 shares; 2025Q2: 30,075 shares; 2025Q3: 22,516 shares; 2025Q4: 22,312 shares; 2026Q1: 166,487 shares 166,487 $15M 0.03% +144,175 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,616 shares; 2024Q4: 34,539 shares; 2025Q1: 35,854 shares; 2025Q2: 35,215 shares; 2025Q3: 33,731 shares; 2025Q4: 35,289 shares; 2026Q1: 162,792 shares 162,792 $15M 0.03% +127,503 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: 36,743 shares; 2024Q4: 21,139 shares; 2025Q1: 23,190 shares; 2025Q2: 22,766 shares; 2025Q3: 25,632 shares; 2025Q4: 26,805 shares; 2026Q1: 110,349 shares 110,349 $14.9M 0.03% +83,544 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,216 shares; 2024Q4: 59,726 shares; 2025Q1: 56,538 shares; 2025Q2: 52,515 shares; 2025Q3: 49,720 shares; 2025Q4: 45,536 shares; 2026Q1: 109,562 shares 109,562 $14.8M 0.03% +64,026 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,187 shares; 2025Q1: 2,042 shares; 2025Q2: 1,052 shares; 2025Q3: 3,892 shares; 2025Q4: 2,808 shares; 2026Q1: 320,758 shares 320,758 $14.8M 0.03% +317,950 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,444 shares; 2024Q4: 93,421 shares; 2025Q1: 91,832 shares; 2025Q2: 94,666 shares; 2025Q3: 90,876 shares; 2025Q4: 95,139 shares; 2026Q1: 216,059 shares 216,059 $14.7M 0.03% +120,920 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,562 shares; 2024Q4: 133,533 shares; 2025Q1: 128,217 shares; 2025Q2: 121,381 shares; 2025Q3: 117,804 shares; 2025Q4: 227,068 shares; 2026Q1: 293,961 shares 293,961 $14.7M 0.03% +66,893 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,697 shares; 2024Q4: 9,759 shares; 2025Q1: 13,447 shares; 2025Q2: 13,432 shares; 2025Q3: 11,274 shares; 2025Q4: 12,157 shares; 2026Q1: 11,096 shares 11,096 $14.7M 0.03% -1,061 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,040 shares; 2025Q1: 3,238 shares; 2025Q2: 320 shares; 2025Q3: 375 shares; 2025Q4: 648 shares; 2026Q1: 177,589 shares 177,589 $14.6M 0.03% +176,941 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,260 shares; 2024Q4: 295,661 shares; 2025Q1: 303,230 shares; 2025Q2: 264,020 shares; 2025Q3: 251,855 shares; 2025Q4: 250,282 shares; 2026Q1: 243,323 shares 243,323 $14.5M 0.03% -6,959 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,515 shares; 2025Q1: 1,834 shares; 2025Q2: 1,630 shares; 2025Q3: 1,755 shares; 2025Q4: 1,736 shares; 2026Q1: 170,412 shares 170,412 $14.4M 0.03% +168,676 Timeline ICF 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: 220,045 shares; 2024Q4: 213,097 shares; 2025Q1: 209,671 shares; 2025Q2: 202,818 shares; 2025Q3: 200,156 shares; 2025Q4: 197,007 shares; 2026Q1: 230,613 shares 230,613 $14.3M 0.03% +33,606 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 1,945 shares; 2025Q1: 2,022 shares; 2025Q2: 1,914 shares; 2025Q3: 1,898 shares; 2025Q4: 1,737 shares; 2026Q1: 295,028 shares 295,028 $14.2M 0.03% +293,291 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,639 shares; 2025Q1: 1,829 shares; 2025Q2: 754 shares; 2025Q3: 470 shares; 2025Q4: 461 shares; 2026Q1: 19,537 shares 19,537 $14.2M 0.03% +19,076 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: 51,750 shares; 2024Q4: 48,828 shares; 2025Q1: 48,958 shares; 2025Q2: 52,801 shares; 2025Q3: 51,897 shares; 2025Q4: 104,698 shares; 2026Q1: 307,612 shares 307,612 $14.1M 0.03% +202,914 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 14,718 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 14,819 shares; 2025Q4: 14,819 shares; 2026Q1: 101,479 shares 101,479 $14M 0.03% +86,660 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: 60,462 shares; 2024Q4: 60,767 shares; 2025Q1: 47,064 shares; 2025Q2: 45,253 shares; 2025Q3: 46,807 shares; 2025Q4: 44,662 shares; 2026Q1: 68,372 shares 68,372 $13.9M 0.03% +23,710 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,632 shares; 2026Q1: 278,538 shares 278,538 $13.8M 0.03% +266,906 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: 562 shares; 2024Q4: 598 shares; 2025Q1: 704 shares; 2025Q2: 746 shares; 2025Q3: 750 shares; 2025Q4: 772 shares; 2026Q1: 19,546 shares 19,546 $13.7M 0.03% +18,774 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,664 shares; 2025Q1: 5,708 shares; 2025Q2: 4,901 shares; 2025Q3: 4,443 shares; 2025Q4: 4,411 shares; 2026Q1: 29,456 shares 29,456 $13.6M 0.02% +25,045 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,589 shares; 2025Q1: 9,795 shares; 2025Q2: 5,746 shares; 2025Q3: 4,918 shares; 2025Q4: 603 shares; 2026Q1: 158,384 shares 158,384 $13.6M 0.02% +157,781 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,658 shares; 2024Q4: 13,179 shares; 2025Q1: 16,013 shares; 2025Q2: 24,116 shares; 2025Q3: 23,623 shares; 2025Q4: 22,604 shares; 2026Q1: 78,755 shares 78,755 $13.4M 0.02% +56,151 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 3,004 shares; 2025Q1: 6,075 shares; 2025Q2: 5,982 shares; 2025Q3: 7,374 shares; 2025Q4: 7,516 shares; 2026Q1: 23,848 shares 23,848 $13.4M 0.02% +16,332 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 126 shares; 2025Q1: 379 shares; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 9,424 shares; 2026Q1: 133,052 shares 133,052 $13.4M 0.02% +123,628 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,962 shares; 2025Q1: 3,850 shares; 2025Q2: 3,956 shares; 2025Q3: 3,840 shares; 2025Q4: 3,868 shares; 2026Q1: 18,360 shares 18,360 $13.4M 0.02% +14,492 Timeline IDV 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: 550 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 310,856 shares 310,856 $13.2M 0.02% +310,423 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,908 shares; 2024Q4: 219,564 shares; 2025Q1: 212,467 shares; 2025Q2: 136,940 shares; 2025Q3: 126,081 shares; 2025Q4: 109,184 shares; 2026Q1: 211,156 shares 211,156 $13.2M 0.02% +101,972 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,290 shares; 2025Q2: 1,963 shares; 2025Q3: 1,851 shares; 2025Q4: 2,321 shares; 2026Q1: 20,720 shares 20,720 $13.2M 0.02% +18,399 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,502 shares; 2024Q4: 15,479 shares; 2025Q1: 14,395 shares; 2025Q2: 13,786 shares; 2025Q3: 13,457 shares; 2025Q4: 14,131 shares; 2026Q1: 117,107 shares 117,107 $13.2M 0.02% +102,976 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,210 shares; 2024Q4: 42,038 shares; 2025Q1: 42,748 shares; 2025Q2: 43,164 shares; 2025Q3: 42,097 shares; 2025Q4: 44,720 shares; 2026Q1: 165,076 shares 165,076 $13.1M 0.02% +120,356 Timeline IGIB 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,660 shares; 2025Q2: 3,380 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 246,159 shares 246,159 $13.1M 0.02% +245,659 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 230,690 shares 230,690 $13M 0.02% +230,665 Timeline IJT 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: 68,331 shares; 2024Q4: 67,742 shares; 2025Q1: 64,521 shares; 2025Q2: 61,125 shares; 2025Q3: 59,958 shares; 2025Q4: 59,125 shares; 2026Q1: 89,108 shares 89,108 $12.9M 0.02% +29,983 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,332 shares; 2025Q1: 1,684 shares; 2025Q2: 1,799 shares; 2025Q3: 1,674 shares; 2025Q4: 1,898 shares; 2026Q1: 80,841 shares 80,841 $12.8M 0.02% +78,943 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: 43,849 shares; 2024Q4: 35,449 shares; 2025Q1: 25,548 shares; 2025Q2: 23,930 shares; 2025Q3: 22,864 shares; 2025Q4: 21,220 shares; 2026Q1: 118,943 shares 118,943 $12.7M 0.02% +97,723 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 489 shares; 2025Q1: 569 shares; 2025Q2: 574 shares; 2025Q3: 766 shares; 2025Q4: 814 shares; 2026Q1: 84,652 shares 84,652 $12.7M 0.02% +83,838 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: 21,961 shares; 2024Q4: 16,198 shares; 2025Q1: 16,607 shares; 2025Q2: 18,936 shares; 2025Q3: 11,574 shares; 2025Q4: 11,271 shares; 2026Q1: 43,244 shares 43,244 $12.7M 0.02% +31,973 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: 87,990 shares; 2024Q4: 80,373 shares; 2025Q1: 58,915 shares; 2025Q2: 56,906 shares; 2025Q3: 54,802 shares; 2025Q4: 50,894 shares; 2026Q1: 92,259 shares 92,259 $12.7M 0.02% +41,365 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: 5,046 shares; 2024Q4: 5,001 shares; 2025Q1: 5,424 shares; 2025Q2: 4,525 shares; 2025Q3: 5,640 shares; 2025Q4: 4,733 shares; 2026Q1: 35,154 shares 35,154 $12.6M 0.02% +30,421 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 3,120 shares; 2025Q1: 3,300 shares; 2025Q2: 3,618 shares; 2025Q3: 2,304 shares; 2025Q4: 2,959 shares; 2026Q1: 81,101 shares 81,101 $12.6M 0.02% +78,142 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: 909 shares; 2024Q4: 864 shares; 2025Q1: 934 shares; 2025Q2: 921 shares; 2025Q3: 936 shares; 2025Q4: 1,106 shares; 2026Q1: 18,451 shares 18,451 $12.6M 0.02% +17,345 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,595 shares; 2024Q4: 51,411 shares; 2025Q1: 50,922 shares; 2025Q2: 51,381 shares; 2025Q3: 50,411 shares; 2025Q4: 46,752 shares; 2026Q1: 46,316 shares 46,316 $12.5M 0.02% -436 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 7,005 shares; 2025Q1: 7,357 shares; 2025Q2: 8,088 shares; 2025Q3: 8,454 shares; 2025Q4: 8,045 shares; 2026Q1: 21,099 shares 21,099 $12.4M 0.02% +13,054 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 944 shares; 2025Q1: 1,204 shares; 2025Q2: 1,091 shares; 2025Q3: 1,264 shares; 2025Q4: 1,297 shares; 2026Q1: 102,560 shares 102,560 $12.4M 0.02% +101,263 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,578 shares; 2024Q4: 42,899 shares; 2025Q1: 46,007 shares; 2025Q2: 43,411 shares; 2025Q3: 39,242 shares; 2025Q4: 42,740 shares; 2026Q1: 199,621 shares 199,621 $12.2M 0.02% +156,881 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 723 shares; 2025Q1: 716 shares; 2025Q2: 679 shares; 2025Q3: 801 shares; 2025Q4: 943 shares; 2026Q1: 257,114 shares 257,114 $12.2M 0.02% +256,171 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 22,270 shares; 2025Q1: 22,999 shares; 2025Q2: 18,080 shares; 2025Q3: 16,375 shares; 2025Q4: 12,411 shares; 2026Q1: 95,982 shares 95,982 $12.1M 0.02% +83,571 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 33,585 shares; 2025Q1: 36,304 shares; 2025Q2: 37,819 shares; 2025Q3: 36,782 shares; 2025Q4: 37,768 shares; 2026Q1: 156,210 shares 156,210 $12.1M 0.02% +118,442 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,814 shares; 2024Q4: 152,326 shares; 2025Q1: 167,861 shares; 2025Q2: 153,332 shares; 2025Q3: 152,042 shares; 2025Q4: 148,607 shares; 2026Q1: 227,437 shares 227,437 $12M 0.02% +78,830 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: 62,283 shares; 2024Q4: 57,286 shares; 2025Q1: 60,929 shares; 2025Q2: 58,991 shares; 2025Q3: 52,189 shares; 2025Q4: 49,226 shares; 2026Q1: 721,724 shares 721,724 $11.9M 0.02% +672,498 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,156 shares; 2025Q1: 1,468 shares; 2025Q2: 1,317 shares; 2025Q3: 1,302 shares; 2025Q4: 1,314 shares; 2026Q1: 34,343 shares 34,343 $11.8M 0.02% +33,029 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: 26,359 shares; 2024Q4: 26,328 shares; 2025Q1: 24,622 shares; 2025Q2: 22,232 shares; 2025Q3: 20,937 shares; 2025Q4: 19,897 shares; 2026Q1: 43,124 shares 43,124 $11.7M 0.02% +23,227 Timeline CORZW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338,167 shares 1,338,167 $11.7M 0.02% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 1,024 shares; 2025Q2: 99,424 shares; 2025Q3: 218,538 shares; 2025Q4: 436,313 shares; 2026Q1: 421,544 shares 421,544 $11.7M 0.02% -14,769 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: 17,091 shares; 2024Q4: 17,148 shares; 2025Q1: 25,591 shares; 2025Q2: 31,338 shares; 2025Q3: 32,596 shares; 2025Q4: 37,166 shares; 2026Q1: 58,947 shares 58,947 $11.6M 0.02% +21,781 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,233 shares; 2024Q4: 39,479 shares; 2025Q1: 36,984 shares; 2025Q2: 40,885 shares; 2025Q3: 39,787 shares; 2025Q4: 37,732 shares; 2026Q1: 242,004 shares 242,004 $11.6M 0.02% +204,272 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,639 shares; 2024Q4: 66,008 shares; 2025Q1: 77,801 shares; 2025Q2: 80,668 shares; 2025Q3: 86,272 shares; 2025Q4: 97,090 shares; 2026Q1: 421,832 shares 421,832 $11.6M 0.02% +324,742 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 7,441 shares; 2025Q1: 7,705 shares; 2025Q2: 7,559 shares; 2025Q3: 7,668 shares; 2025Q4: 7,755 shares; 2026Q1: 79,180 shares 79,180 $11.6M 0.02% +71,425 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,052 shares; 2025Q1: 22,005 shares; 2025Q2: 23,870 shares; 2025Q3: 25,307 shares; 2025Q4: 23,810 shares; 2026Q1: 142,677 shares 142,677 $11.4M 0.02% +118,867 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,374 shares; 2024Q4: 77,246 shares; 2025Q1: 66,940 shares; 2025Q2: 71,987 shares; 2025Q3: 71,487 shares; 2025Q4: 71,453 shares; 2026Q1: 170,874 shares 170,874 $11.4M 0.02% +99,421 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,216 shares; 2025Q1: 1,014 shares; 2025Q2: 988 shares; 2025Q3: 937 shares; 2025Q4: 868 shares; 2026Q1: 104,936 shares 104,936 $11.3M 0.02% +104,068 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 107,042 shares 107,042 $11.3M 0.02% +105,968 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,552 shares; 2024Q4: 43,597 shares; 2025Q1: 40,629 shares; 2025Q2: 36,930 shares; 2025Q3: 34,254 shares; 2025Q4: 33,989 shares; 2026Q1: 115,414 shares 115,414 $11.3M 0.02% +81,425 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 77 shares; 2025Q1: 133 shares; 2025Q2: 211 shares; 2025Q3: 139 shares; 2025Q4: 180 shares; 2026Q1: 53,260 shares 53,260 $11.2M 0.02% +53,080 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,481 shares; 2024Q4: 16,348 shares; 2025Q1: 13,538 shares; 2025Q2: 21,338 shares; 2025Q3: 20,326 shares; 2025Q4: 18,678 shares; 2026Q1: 95,870 shares 95,870 $11.2M 0.02% +77,192 Timeline SCHP 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: 112,379 shares; 2024Q4: 205,998 shares; 2025Q1: 189,826 shares; 2025Q2: 189,835 shares; 2025Q3: 192,071 shares; 2025Q4: 198,479 shares; 2026Q1: 422,223 shares 422,223 $11.2M 0.02% +223,744 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,817 shares; 2024Q4: 22,047 shares; 2025Q1: 20,002 shares; 2025Q2: 19,565 shares; 2025Q3: 18,561 shares; 2025Q4: 16,562 shares; 2026Q1: 31,046 shares 31,046 $11.1M 0.02% +14,484 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 12,142 shares; 2025Q1: 12,487 shares; 2025Q2: 12,326 shares; 2025Q3: 11,424 shares; 2025Q4: 11,826 shares; 2026Q1: 31,210 shares 31,210 $11M 0.02% +19,384 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,985 shares; 2025Q1: 16,921 shares; 2025Q2: 36,908 shares; 2025Q3: 36,948 shares; 2025Q4: 34,507 shares; 2026Q1: 179,982 shares 179,982 $11M 0.02% +145,475 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 7,990 shares; 2025Q1: 7,855 shares; 2025Q2: 5,699 shares; 2025Q3: 7,221 shares; 2025Q4: 7,766 shares; 2026Q1: 154,867 shares 154,867 $11M 0.02% +147,101 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,204 shares; 2024Q4: 68,529 shares; 2025Q1: 71,616 shares; 2025Q2: 71,786 shares; 2025Q3: 69,199 shares; 2025Q4: 67,039 shares; 2026Q1: 150,602 shares 150,602 $10.9M 0.02% +83,563 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 9,252 shares; 2025Q1: 10,910 shares; 2025Q2: 13,347 shares; 2025Q3: 12,451 shares; 2025Q4: 12,559 shares; 2026Q1: 105,733 shares 105,733 $10.8M 0.02% +93,174 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,889 shares; 2024Q4: 27,637 shares; 2025Q1: 35,510 shares; 2025Q2: 32,008 shares; 2025Q3: 32,430 shares; 2025Q4: 34,610 shares; 2026Q1: 214,246 shares 214,246 $10.8M 0.02% +179,636 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 26,149 shares; 2025Q1: 27,779 shares; 2025Q2: 27,609 shares; 2025Q3: 25,105 shares; 2025Q4: 24,640 shares; 2026Q1: 117,373 shares 117,373 $10.7M 0.02% +92,733 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: 10,651 shares; 2024Q4: 8,668 shares; 2025Q1: 9,343 shares; 2025Q2: 10,934 shares; 2025Q3: 11,645 shares; 2025Q4: 11,472 shares; 2026Q1: 42,592 shares 42,592 $10.7M 0.02% +31,120 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: 1,085 shares; 2024Q4: 996 shares; 2025Q1: 1,476 shares; 2025Q2: 827 shares; 2025Q3: 860 shares; 2025Q4: 882 shares; 2026Q1: 62,705 shares 62,705 $10.6M 0.02% +61,823 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: 12,037 shares; 2024Q4: 11,410 shares; 2025Q1: 11,411 shares; 2025Q2: 11,424 shares; 2025Q3: 11,933 shares; 2025Q4: 12,218 shares; 2026Q1: 35,588 shares 35,588 $10.6M 0.02% +23,370 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,880 shares; 2024Q4: 28,832 shares; 2025Q1: 27,915 shares; 2025Q2: 53,905 shares; 2025Q3: 52,393 shares; 2025Q4: 74,180 shares; 2026Q1: 252,455 shares 252,455 $10.5M 0.02% +178,275 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: 50,027 shares; 2024Q4: 46,114 shares; 2025Q1: 41,285 shares; 2025Q2: 39,251 shares; 2025Q3: 38,000 shares; 2025Q4: 36,086 shares; 2026Q1: 60,709 shares 60,709 $10.5M 0.02% +24,623 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,635 shares; 2024Q4: 23,027 shares; 2025Q1: 23,185 shares; 2025Q2: 22,859 shares; 2025Q3: 22,698 shares; 2025Q4: 21,556 shares; 2026Q1: 64,604 shares 64,604 $10.5M 0.02% +43,048 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 3,454 shares; 2026Q1: 223,613 shares 223,613 $10.5M 0.02% +220,159 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 20,328 shares; 2025Q1: 22,847 shares; 2025Q2: 23,492 shares; 2025Q3: 20,611 shares; 2025Q4: 21,187 shares; 2026Q1: 128,125 shares 128,125 $10.5M 0.02% +106,938 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 5,410 shares; 2025Q1: 11,113 shares; 2025Q2: 15,243 shares; 2025Q3: 17,107 shares; 2025Q4: 17,950 shares; 2026Q1: 93,716 shares 93,716 $10.4M 0.02% +75,766 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 6,403 shares; 2025Q1: 6,471 shares; 2025Q2: 6,866 shares; 2025Q3: 6,825 shares; 2025Q4: 6,990 shares; 2026Q1: 41,734 shares 41,734 $10.4M 0.02% +34,744 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,773 shares; 2024Q4: 225,715 shares; 2025Q1: 236,875 shares; 2025Q2: 238,928 shares; 2025Q3: 191,300 shares; 2025Q4: 225,399 shares; 2026Q1: 602,532 shares 602,532 $10.4M 0.02% +377,133 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,477 shares; 2024Q4: 17,582 shares; 2025Q1: 18,178 shares; 2025Q2: 18,571 shares; 2025Q3: 18,394 shares; 2025Q4: 18,047 shares; 2026Q1: 91,300 shares 91,300 $10.3M 0.02% +73,253 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: 35,335 shares; 2024Q4: 34,214 shares; 2025Q1: 35,449 shares; 2025Q2: 40,262 shares; 2025Q3: 30,580 shares; 2025Q4: 29,059 shares; 2026Q1: 26,198 shares 26,198 $10.3M 0.02% -2,861 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 25,790 shares; 2025Q1: 25,163 shares; 2025Q2: 22,862 shares; 2025Q3: 21,078 shares; 2025Q4: 19,589 shares; 2026Q1: 52,142 shares 52,142 $10.2M 0.02% +32,553 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,122 shares; 2024Q4: 13,000 shares; 2025Q1: 11,886 shares; 2025Q2: 11,508 shares; 2025Q3: 10,604 shares; 2025Q4: 9,468 shares; 2026Q1: 28,022 shares 28,022 $10.2M 0.02% +18,554 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 867 shares; 2025Q1: 892 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 110,789 shares 110,789 $10.2M 0.02% +109,922 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,574 shares 109,574 $10.2M 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 111,122 shares 111,122 $10.2M 0.02% +109,122 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,245 shares; 2024Q4: 35,384 shares; 2025Q1: 35,755 shares; 2025Q2: 33,836 shares; 2025Q3: 33,330 shares; 2025Q4: 26,581 shares; 2026Q1: 125,321 shares 125,321 $10.1M 0.02% +98,740 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,181 shares; 2024Q4: 36,923 shares; 2025Q1: 36,100 shares; 2025Q2: 34,039 shares; 2025Q3: 28,392 shares; 2025Q4: 25,163 shares; 2026Q1: 109,001 shares 109,001 $10.1M 0.02% +83,838 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,301 shares; 2024Q4: 27,408 shares; 2025Q1: 28,248 shares; 2025Q2: 30,935 shares; 2025Q3: 29,856 shares; 2025Q4: 29,987 shares; 2026Q1: 147,548 shares 147,548 $10M 0.02% +117,561 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,828 shares; 2024Q4: 25,766 shares; 2025Q1: 38,828 shares; 2025Q2: 47,446 shares; 2025Q3: 63,475 shares; 2025Q4: 71,909 shares; 2026Q1: 76,614 shares 76,614 $10M 0.02% +4,705 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: 49,665 shares; 2024Q4: 49,661 shares; 2025Q1: 49,867 shares; 2025Q2: 47,818 shares; 2025Q3: 47,893 shares; 2025Q4: 47,903 shares; 2026Q1: 72,766 shares 72,766 $9.98M 0.02% +24,863 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 718 shares; 2025Q1: 844 shares; 2025Q2: 803 shares; 2025Q3: 521 shares; 2025Q4: 2,316 shares; 2026Q1: 13,500 shares 13,500 $9.97M 0.02% +11,184 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,356 shares; 2024Q4: 114,315 shares; 2025Q1: 92,196 shares; 2025Q2: 69,944 shares; 2025Q3: 65,718 shares; 2025Q4: 65,601 shares; 2026Q1: 77,761 shares 77,761 $9.93M 0.02% +12,160 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 359 shares; 2025Q1: 442 shares; 2025Q2: 288 shares; 2025Q3: 303 shares; 2025Q4: 265 shares; 2026Q1: 33,892 shares 33,892 $9.91M 0.02% +33,627 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,034 shares; 2025Q1: 4,791 shares; 2025Q2: 5,150 shares; 2025Q3: 4,104 shares; 2025Q4: 4,313 shares; 2026Q1: 37,290 shares 37,290 $9.91M 0.02% +32,977 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 2,788 shares; 2025Q1: 3,488 shares; 2025Q2: 3,384 shares; 2025Q3: 3,180 shares; 2025Q4: 3,349 shares; 2026Q1: 35,230 shares 35,230 $9.9M 0.02% +31,881 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,269 shares; 2024Q4: 23,407 shares; 2025Q1: 22,980 shares; 2025Q2: 23,285 shares; 2025Q3: 23,599 shares; 2025Q4: 21,371 shares; 2026Q1: 48,486 shares 48,486 $9.9M 0.02% +27,115 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 179 shares; 2025Q1: 440 shares; 2025Q2: 424 shares; 2025Q3: 533 shares; 2025Q4: 8,481 shares; 2026Q1: 115,073 shares 115,073 $9.87M 0.02% +106,592 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 8,692 shares; 2025Q1: 9,223 shares; 2025Q2: 9,710 shares; 2025Q3: 9,789 shares; 2025Q4: 9,840 shares; 2026Q1: 20,080 shares 20,080 $9.85M 0.02% +10,240 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,695 shares; 2024Q4: 123,643 shares; 2025Q1: 140,849 shares; 2025Q2: 159,519 shares; 2025Q3: 165,813 shares; 2025Q4: 194,623 shares; 2026Q1: 847,793 shares 847,793 $9.78M 0.02% +653,170 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: 280 shares; 2024Q4: 75 shares; 2025Q1: 348 shares; 2025Q2: 15,698 shares; 2025Q3: 16,678 shares; 2025Q4: 29,237 shares; 2026Q1: 141,072 shares 141,072 $9.78M 0.02% +111,835 Timeline LMBS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,111 shares 196,111 $9.77M 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: 2,955 shares; 2025Q4: 503 shares; 2026Q1: 166,809 shares 166,809 $9.76M 0.02% +166,306 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 5,114 shares; 2026Q1: 77,700 shares 77,700 $9.72M 0.02% +72,586 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,321 shares; 2025Q1: 8,798 shares; 2025Q2: 9,646 shares; 2025Q3: 9,802 shares; 2025Q4: 9,333 shares; 2026Q1: 49,127 shares 49,127 $9.72M 0.02% +39,794 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 37,653 shares; 2025Q1: 34,905 shares; 2025Q2: 34,348 shares; 2025Q3: 32,619 shares; 2025Q4: 29,339 shares; 2026Q1: 83,717 shares 83,717 $9.61M 0.02% +54,378 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: 91,073 shares; 2026Q1: 126,175 shares 126,175 $9.61M 0.02% +35,102 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,303 shares; 2024Q4: 121,101 shares; 2025Q1: 122,499 shares; 2025Q2: 122,482 shares; 2025Q3: 119,650 shares; 2025Q4: 116,694 shares; 2026Q1: 188,597 shares 188,597 $9.51M 0.02% +71,903 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,738 shares; 2025Q1: 2,616 shares; 2025Q2: 2,878 shares; 2025Q3: 2,988 shares; 2025Q4: 3,117 shares; 2026Q1: 61,123 shares 61,123 $9.51M 0.02% +58,006 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,620 shares; 2024Q4: 88,904 shares; 2025Q1: 125,450 shares; 2025Q2: 106,212 shares; 2025Q3: 102,175 shares; 2025Q4: 100,562 shares; 2026Q1: 604,166 shares 604,166 $9.46M 0.02% +503,604 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 17,503 shares; 2025Q1: 18,834 shares; 2025Q2: 18,025 shares; 2025Q3: 18,981 shares; 2025Q4: 16,735 shares; 2026Q1: 66,952 shares 66,952 $9.45M 0.02% +50,217 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: 47,013 shares; 2024Q4: 47,549 shares; 2025Q1: 49,378 shares; 2025Q2: 46,974 shares; 2025Q3: 40,670 shares; 2025Q4: 39,761 shares; 2026Q1: 78,502 shares 78,502 $9.38M 0.02% +38,741 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,821 shares; 2024Q4: 32,306 shares; 2025Q1: 33,227 shares; 2025Q2: 32,631 shares; 2025Q3: 33,128 shares; 2025Q4: 33,468 shares; 2026Q1: 131,506 shares 131,506 $9.36M 0.02% +98,038 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 8,450 shares; 2025Q1: 77,794 shares; 2025Q2: 91,144 shares; 2025Q3: 102,322 shares; 2025Q4: 107,347 shares; 2026Q1: 243,117 shares 243,117 $9.34M 0.02% +135,770 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,013 shares; 2024Q4: 53,461 shares; 2025Q1: 49,152 shares; 2025Q2: 47,319 shares; 2025Q3: 42,649 shares; 2025Q4: 40,839 shares; 2026Q1: 113,354 shares 113,354 $9.29M 0.02% +72,515 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,626 shares; 2024Q4: 22,399 shares; 2025Q1: 25,057 shares; 2025Q2: 24,160 shares; 2025Q3: 23,687 shares; 2025Q4: 23,456 shares; 2026Q1: 142,505 shares 142,505 $9.26M 0.02% +119,049 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,490 shares; 2025Q1: 1,583 shares; 2025Q2: 1,310 shares; 2025Q3: 1,169 shares; 2025Q4: 1,020 shares; 2026Q1: 45,722 shares 45,722 $9.25M 0.02% +44,702 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: 29,924 shares; 2024Q4: 24,197 shares; 2025Q1: 22,783 shares; 2025Q2: 19,386 shares; 2025Q3: 22,656 shares; 2025Q4: 23,220 shares; 2026Q1: 77,849 shares 77,849 $9.23M 0.02% +54,629 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: 13,387 shares; 2025Q1: 13,936 shares; 2025Q2: 15,162 shares; 2025Q3: 15,209 shares; 2025Q4: 13,779 shares; 2026Q1: 97,024 shares 97,024 $9.05M 0.02% +83,245 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: 6,464 shares; 2024Q4: 6,544 shares; 2025Q1: 6,868 shares; 2025Q2: 6,222 shares; 2025Q3: 6,211 shares; 2025Q4: 14,257 shares; 2026Q1: 53,913 shares 53,913 $8.95M 0.02% +39,656 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 360 shares; 2025Q1: 15,233 shares; 2025Q2: 20,056 shares; 2025Q3: 18,412 shares; 2025Q4: 19,360 shares; 2026Q1: 59,471 shares 59,471 $8.93M 0.02% +40,111 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,096 shares; 2025Q1: 1,352 shares; 2025Q2: 1,283 shares; 2025Q3: 1,287 shares; 2025Q4: 2,196 shares; 2026Q1: 32,611 shares 32,611 $8.92M 0.02% +30,415 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 18,831 shares; 2025Q1: 18,769 shares; 2025Q2: 44,381 shares; 2025Q3: 44,780 shares; 2025Q4: 43,099 shares; 2026Q1: 108,759 shares 108,759 $8.91M 0.02% +65,660 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,700 shares; 2024Q4: 24,097 shares; 2025Q1: 24,918 shares; 2025Q2: 23,518 shares; 2025Q3: 23,704 shares; 2025Q4: 23,956 shares; 2026Q1: 128,080 shares 128,080 $8.87M 0.02% +104,124 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,075 shares; 2024Q4: 157,602 shares; 2025Q1: 193,219 shares; 2025Q2: 181,594 shares; 2025Q3: 153,075 shares; 2025Q4: 70,708 shares; 2026Q1: 195,337 shares 195,337 $8.84M 0.02% +124,629 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 962 shares; 2025Q1: 90,480 shares; 2025Q2: 83,297 shares; 2025Q3: 107,198 shares; 2025Q4: 116,874 shares; 2026Q1: 182,418 shares 182,418 $8.83M 0.02% +65,544 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,855 shares; 2024Q4: 56,503 shares; 2025Q1: 59,869 shares; 2025Q2: 59,254 shares; 2025Q3: 58,215 shares; 2025Q4: 58,887 shares; 2026Q1: 337,942 shares 337,942 $8.83M 0.02% +279,055 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 8 shares; 2026Q1: 64,954 shares 64,954 $8.8M 0.02% +64,946 Timeline FTSM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,994 shares 146,994 $8.79M 0.02% new 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: 3,319 shares; 2024Q4: 3,968 shares; 2025Q1: 2,391 shares; 2025Q2: 2,572 shares; 2025Q3: 2,025 shares; 2025Q4: 2,453 shares; 2026Q1: 87,709 shares 87,709 $8.79M 0.02% +85,256 Timeline