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: 946,902 shares; 2024Q4: 1,051,105 shares; 2025Q1: 1,154,594 shares; 2025Q2: 1,175,676 shares; 2025Q3: 1,208,988 shares; 2025Q4: 1,235,021 shares; 2026Q1: 1,228,966 shares 1,228,966 $803M 11.96% -6,055 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: 3,761,723 shares; 2024Q4: 3,160,511 shares; 2025Q1: 3,245,675 shares; 2025Q2: 4,076,309 shares; 2025Q3: 4,843,951 shares; 2025Q4: 5,246,982 shares; 2026Q1: 5,018,186 shares 5,018,186 $454M 6.77% -228,796 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174,768 shares; 2024Q4: 1,285,929 shares; 2025Q1: 1,333,979 shares; 2025Q2: 1,287,041 shares; 2025Q3: 1,579,252 shares; 2025Q4: 1,584,128 shares; 2026Q1: 1,577,690 shares 1,577,690 $275M 4.1% -6,438 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: 915,523 shares; 2024Q4: 942,749 shares; 2025Q1: 927,659 shares; 2025Q2: 886,371 shares; 2025Q3: 878,872 shares; 2025Q4: 923,525 shares; 2026Q1: 924,915 shares 924,915 $235M 3.5% +1,390 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: 533,877 shares; 2024Q4: 547,159 shares; 2025Q1: 529,351 shares; 2025Q2: 510,895 shares; 2025Q3: 595,004 shares; 2025Q4: 602,426 shares; 2026Q1: 593,660 shares 593,660 $220M 3.27% -8,766 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: 574,989 shares; 2024Q4: 577,651 shares; 2025Q1: 564,748 shares; 2025Q2: 570,913 shares; 2025Q3: 637,873 shares; 2025Q4: 638,394 shares; 2026Q1: 654,470 shares 654,470 $188M 2.8% +16,076 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: 54,474 shares; 2024Q4: 56,879 shares; 2025Q1: 57,704 shares; 2025Q2: 56,935 shares; 2025Q3: 59,612 shares; 2025Q4: 58,468 shares; 2026Q1: 414,531 shares 414,531 $132M 1.96% +356,063 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: 538,919 shares; 2024Q4: 534,170 shares; 2025Q1: 546,377 shares; 2025Q2: 553,016 shares; 2025Q3: 628,083 shares; 2025Q4: 641,385 shares; 2026Q1: 617,280 shares 617,280 $129M 1.91% -24,105 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: 2,039,210 shares; 2024Q4: 1,823,546 shares; 2025Q1: 1,899,363 shares; 2025Q2: 1,947,142 shares; 2025Q3: 2,155,487 shares; 2025Q4: 2,322,870 shares; 2026Q1: 2,408,999 shares 2,408,999 $127M 1.89% +86,129 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: 578,271 shares; 2024Q4: 529,664 shares; 2025Q1: 516,595 shares; 2025Q2: 516,633 shares; 2025Q3: 472,808 shares; 2025Q4: 438,868 shares; 2026Q1: 405,359 shares 405,359 $125M 1.87% -33,509 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: 1,228,228 shares; 2024Q4: 1,024,276 shares; 2025Q1: 1,006,200 shares; 2025Q2: 1,261,024 shares; 2025Q3: 1,331,282 shares; 2025Q4: 1,322,352 shares; 2026Q1: 1,111,041 shares 1,111,041 $106M 1.58% -211,311 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: 3,170,085 shares; 2024Q4: 2,634,865 shares; 2025Q1: 2,596,666 shares; 2025Q2: 1,552,763 shares; 2025Q3: 1,635,815 shares; 2025Q4: 1,602,356 shares; 2026Q1: 1,571,330 shares 1,571,330 $106M 1.58% -31,026 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: 337,194 shares; 2024Q4: 339,022 shares; 2025Q1: 334,143 shares; 2025Q2: 330,730 shares; 2025Q3: 325,448 shares; 2025Q4: 334,968 shares; 2026Q1: 345,943 shares 345,943 $102M 1.52% +10,975 Timeline STIP 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: 454,267 shares; 2024Q4: 705,873 shares; 2025Q1: 740,606 shares; 2025Q2: 808,808 shares; 2025Q3: 862,244 shares; 2025Q4: 914,329 shares; 2026Q1: 935,426 shares 935,426 $96.8M 1.44% +21,097 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: 203,606 shares; 2024Q4: 220,217 shares; 2025Q1: 224,120 shares; 2025Q2: 229,803 shares; 2025Q3: 270,471 shares; 2025Q4: 273,101 shares; 2026Q1: 285,148 shares 285,148 $86.2M 1.28% +12,047 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: 11,805 shares; 2024Q4: 10,355 shares; 2025Q1: 10,104 shares; 2025Q2: 8,534 shares; 2025Q3: not reported; 2025Q4: 8,719 shares; 2026Q1: 1,209,143 shares 1,209,143 $84.3M 1.26% +1,200,424 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: 471,389 shares; 2025Q1: 476,212 shares; 2025Q2: 471,681 shares; 2025Q3: 496,854 shares; 2025Q4: 484,829 shares; 2026Q1: 385,074 shares 385,074 $82.3M 1.23% -99,755 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: 200,819 shares; 2024Q4: 536,612 shares; 2025Q1: 602,598 shares; 2025Q2: 636,783 shares; 2025Q3: 729,897 shares; 2025Q4: 815,237 shares; 2026Q1: 872,080 shares 872,080 $72.2M 1.07% +56,843 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854,749 shares; 2024Q4: 1,232,305 shares; 2025Q1: 1,388,547 shares; 2025Q2: 1,835,886 shares; 2025Q3: 2,035,594 shares; 2025Q4: 2,236,214 shares; 2026Q1: 2,404,382 shares 2,404,382 $70.2M 1.05% +168,168 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: 256,284 shares; 2024Q4: 157,819 shares; 2025Q1: 154,474 shares; 2025Q2: 155,566 shares; 2025Q3: 260,083 shares; 2025Q4: 246,822 shares; 2026Q1: 240,297 shares 240,297 $68.9M 1.03% -6,525 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: 39,310 shares; 2024Q4: 35,440 shares; 2025Q1: 35,768 shares; 2025Q2: 26,367 shares; 2025Q3: 53,814 shares; 2025Q4: 56,285 shares; 2026Q1: 74,082 shares 74,082 $68.1M 1.01% +17,797 Timeline FLOT 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: 1,083,611 shares; 2024Q4: 1,148,745 shares; 2025Q1: 1,182,988 shares; 2025Q2: 1,215,366 shares; 2025Q3: 1,614,802 shares; 2025Q4: 1,726,768 shares; 2026Q1: 1,286,338 shares 1,286,338 $65.5M 0.98% -440,430 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: 382,351 shares; 2024Q4: 388,438 shares; 2025Q1: 402,377 shares; 2025Q2: 403,223 shares; 2025Q3: 383,960 shares; 2025Q4: 392,251 shares; 2026Q1: 391,867 shares 391,867 $62.6M 0.93% -384 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: 1,870,112 shares; 2024Q4: 1,851,744 shares; 2025Q1: 1,271,642 shares; 2025Q2: 1,231,071 shares; 2025Q3: 1,209,694 shares; 2025Q4: 1,119,775 shares; 2026Q1: 1,101,717 shares 1,101,717 $62.3M 0.93% -18,058 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: 65,613 shares; 2024Q4: 64,824 shares; 2025Q1: 61,168 shares; 2025Q2: 61,140 shares; 2025Q3: 60,652 shares; 2025Q4: 61,125 shares; 2026Q1: 60,783 shares 60,783 $60.6M 0.9% -342 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: 143,461 shares; 2024Q4: 143,493 shares; 2025Q1: 157,170 shares; 2025Q2: 159,781 shares; 2025Q3: 151,245 shares; 2025Q4: 152,799 shares; 2026Q1: 158,272 shares 158,272 $50.8M 0.76% +5,473 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: 82,338 shares; 2024Q4: 77,636 shares; 2025Q1: 74,586 shares; 2025Q2: 76,605 shares; 2025Q3: 78,054 shares; 2025Q4: 77,433 shares; 2026Q1: 76,773 shares 76,773 $49.9M 0.74% -660 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,894 shares; 2024Q4: 33,775 shares; 2025Q1: 45,654 shares; 2025Q2: 51,201 shares; 2025Q3: 88,880 shares; 2025Q4: 93,194 shares; 2026Q1: 82,170 shares 82,170 $47M 0.7% -11,024 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: 6,674 shares; 2024Q4: 6,594 shares; 2025Q1: 6,504 shares; 2025Q2: 11,197 shares; 2025Q3: 88,493 shares; 2025Q4: 122,831 shares; 2026Q1: 129,722 shares 129,722 $43.8M 0.65% +6,891 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: 172,681 shares; 2024Q4: 176,222 shares; 2025Q1: 178,780 shares; 2025Q2: 181,354 shares; 2025Q3: 180,304 shares; 2025Q4: 189,611 shares; 2026Q1: 191,832 shares 191,832 $42M 0.63% +2,221 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: 2,447 shares; 2024Q4: 2,451 shares; 2025Q1: 30,667 shares; 2025Q2: 42,023 shares; 2025Q3: 42,070 shares; 2025Q4: 44,139 shares; 2026Q1: 47,778 shares 47,778 $41.3M 0.62% +3,639 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: 73,553 shares; 2024Q4: 76,125 shares; 2025Q1: 88,629 shares; 2025Q2: 71,102 shares; 2025Q3: 77,898 shares; 2025Q4: 176,282 shares; 2026Q1: 241,047 shares 241,047 $39.7M 0.59% +64,765 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: 416,139 shares; 2024Q4: 426,505 shares; 2025Q1: 425,424 shares; 2025Q2: 422,432 shares; 2025Q3: 415,597 shares; 2025Q4: 739,736 shares; 2026Q1: 716,882 shares 716,882 $34.9M 0.52% -22,854 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: 147,692 shares; 2024Q4: 148,164 shares; 2025Q1: 148,466 shares; 2025Q2: 144,755 shares; 2025Q3: 143,994 shares; 2025Q4: 154,079 shares; 2026Q1: 156,370 shares 156,370 $34M 0.51% +2,291 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: 418,075 shares; 2024Q4: 377,877 shares; 2025Q1: 374,264 shares; 2025Q2: 375,128 shares; 2025Q3: 367,879 shares; 2025Q4: 361,346 shares; 2026Q1: 360,749 shares 360,749 $33.5M 0.5% -597 Timeline JMST 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: 141,133 shares; 2024Q4: 218,190 shares; 2025Q1: 237,217 shares; 2025Q2: 394,192 shares; 2025Q3: 573,411 shares; 2025Q4: 617,884 shares; 2026Q1: 648,605 shares 648,605 $33.1M 0.49% +30,721 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: 126,639 shares; 2024Q4: 118,157 shares; 2025Q1: 118,491 shares; 2025Q2: 80,871 shares; 2025Q3: 81,904 shares; 2025Q4: 101,528 shares; 2026Q1: 91,823 shares 91,823 $32.8M 0.49% -9,705 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: 1,049,164 shares; 2024Q4: 619,386 shares; 2025Q1: 659,753 shares; 2025Q2: 640,114 shares; 2025Q3: 690,528 shares; 2025Q4: 739,175 shares; 2026Q1: 544,060 shares 544,060 $32.4M 0.48% -195,115 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: 84,500 shares; 2024Q4: 75,271 shares; 2025Q1: 75,566 shares; 2025Q2: 77,318 shares; 2025Q3: 98,131 shares; 2025Q4: 98,490 shares; 2026Q1: 98,187 shares 98,187 $32.3M 0.48% -303 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: 380,903 shares; 2024Q4: 327,418 shares; 2025Q1: 332,774 shares; 2025Q2: 329,155 shares; 2025Q3: 328,157 shares; 2025Q4: 329,431 shares; 2026Q1: 321,887 shares 321,887 $30.3M 0.45% -7,544 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: 295,089 shares; 2024Q4: 221,837 shares; 2025Q1: 232,399 shares; 2025Q2: 214,947 shares; 2025Q3: 214,383 shares; 2025Q4: 210,300 shares; 2026Q1: 250,923 shares 250,923 $30.2M 0.45% +40,623 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,419 shares 148,419 $29.3M 0.44% new 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: 153,568 shares; 2024Q4: 159,375 shares; 2025Q1: 154,496 shares; 2025Q2: 151,275 shares; 2025Q3: 176,742 shares; 2025Q4: 401,133 shares; 2026Q1: 380,210 shares 380,210 $28.9M 0.43% -20,923 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: 125,696 shares; 2024Q4: 126,651 shares; 2025Q1: 127,078 shares; 2025Q2: 125,276 shares; 2025Q3: 121,364 shares; 2025Q4: 117,641 shares; 2026Q1: 116,369 shares 116,369 $28.2M 0.42% -1,272 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: 38,771 shares; 2024Q4: 92,137 shares; 2025Q1: 104,147 shares; 2025Q2: 106,062 shares; 2025Q3: 107,386 shares; 2025Q4: 83,041 shares; 2026Q1: 83,581 shares 83,581 $27.5M 0.41% +540 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: 112,342 shares; 2024Q4: 110,570 shares; 2025Q1: 106,156 shares; 2025Q2: 94,210 shares; 2025Q3: 91,826 shares; 2025Q4: 116,260 shares; 2026Q1: 115,517 shares 115,517 $27.3M 0.41% -743 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,028 shares; 2025Q3: 83,491 shares; 2025Q4: 82,063 shares; 2026Q1: 67,560 shares 67,560 $26.9M 0.4% -14,503 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: 41,458 shares; 2024Q4: 40,675 shares; 2025Q1: 42,877 shares; 2025Q2: 42,667 shares; 2025Q3: 44,879 shares; 2025Q4: 46,432 shares; 2026Q1: 45,890 shares 45,890 $26.5M 0.39% -542 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: 224,128 shares; 2024Q4: 222,118 shares; 2025Q1: 231,044 shares; 2025Q2: 245,793 shares; 2025Q3: 244,381 shares; 2025Q4: 246,324 shares; 2026Q1: 363,057 shares 363,057 $26.4M 0.39% +116,733 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,542 shares; 2024Q4: 272,888 shares; 2025Q1: 299,782 shares; 2025Q2: 302,543 shares; 2025Q3: 304,929 shares; 2025Q4: 258,721 shares; 2026Q1: 302,038 shares 302,038 $25.6M 0.38% +43,317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557,433 shares 557,433 $25.3M 0.38% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,230 shares; 2024Q4: 169,881 shares; 2025Q1: 165,024 shares; 2025Q2: 163,874 shares; 2025Q3: 166,996 shares; 2025Q4: 171,246 shares; 2026Q1: 173,532 shares 173,532 $24.9M 0.37% +2,286 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: 63,411 shares; 2024Q4: 63,068 shares; 2025Q1: 71,556 shares; 2025Q2: 71,173 shares; 2025Q3: 70,616 shares; 2025Q4: 72,346 shares; 2026Q1: 72,333 shares 72,333 $24.4M 0.36% -13 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: 5,062 shares; 2024Q4: 5,217 shares; 2025Q1: 5,534 shares; 2025Q2: 5,575 shares; 2025Q3: 7,234 shares; 2025Q4: 6,344 shares; 2026Q1: 5,649 shares 5,649 $23.8M 0.35% -695 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: 299,929 shares; 2024Q4: 240,064 shares; 2025Q1: 244,444 shares; 2025Q2: 246,446 shares; 2025Q3: 245,408 shares; 2025Q4: 241,177 shares; 2026Q1: 241,410 shares 241,410 $23.4M 0.35% +233 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: 311,348 shares; 2024Q4: 249,397 shares; 2025Q1: 226,359 shares; 2025Q2: 295,471 shares; 2025Q3: 211,530 shares; 2025Q4: 199,797 shares; 2026Q1: 301,707 shares 301,707 $23.4M 0.35% +101,910 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: 77,801 shares; 2024Q4: 79,564 shares; 2025Q1: 81,320 shares; 2025Q2: 83,233 shares; 2025Q3: 80,754 shares; 2025Q4: 80,890 shares; 2026Q1: 83,609 shares 83,609 $22.6M 0.34% +2,719 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,807 shares; 2024Q4: 23,415 shares; 2025Q1: 24,570 shares; 2025Q2: 27,825 shares; 2025Q3: 48,401 shares; 2025Q4: 49,181 shares; 2026Q1: 42,687 shares 42,687 $21.3M 0.32% -6,494 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: 305,314 shares; 2024Q4: 286,180 shares; 2025Q1: 237,531 shares; 2025Q2: 232,138 shares; 2025Q3: 239,770 shares; 2025Q4: 230,245 shares; 2026Q1: 190,416 shares 190,416 $21.2M 0.32% -39,829 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,518 shares; 2024Q4: 201,329 shares; 2025Q1: 211,193 shares; 2025Q2: 187,515 shares; 2025Q3: 121,701 shares; 2025Q4: 145,634 shares; 2026Q1: 415,367 shares 415,367 $20.7M 0.31% +269,733 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: 198,566 shares; 2024Q4: 95,773 shares; 2025Q1: 97,811 shares; 2025Q2: 91,408 shares; 2025Q3: 100,960 shares; 2025Q4: 99,028 shares; 2026Q1: 99,695 shares 99,695 $20.6M 0.31% +667 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: 134,499 shares; 2024Q4: 135,048 shares; 2025Q1: 137,174 shares; 2025Q2: 129,478 shares; 2025Q3: 138,144 shares; 2025Q4: 150,313 shares; 2026Q1: 156,122 shares 156,122 $20.5M 0.3% +5,809 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: 115,009 shares; 2025Q1: 68,609 shares; 2025Q2: 59,184 shares; 2025Q3: 124,533 shares; 2025Q4: 167,330 shares; 2026Q1: 166,285 shares 166,285 $20.4M 0.3% -1,045 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: 73,195 shares; 2024Q4: 58,326 shares; 2025Q1: 56,705 shares; 2025Q2: 53,080 shares; 2025Q3: 54,124 shares; 2025Q4: 55,293 shares; 2026Q1: 57,303 shares 57,303 $20.2M 0.3% +2,010 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: 148,006 shares; 2024Q4: 149,352 shares; 2025Q1: 148,940 shares; 2025Q2: 151,294 shares; 2025Q3: 153,572 shares; 2025Q4: 145,894 shares; 2026Q1: 95,438 shares 95,438 $20M 0.3% -50,456 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: 184,798 shares; 2024Q4: 179,876 shares; 2025Q1: 173,920 shares; 2025Q2: 164,627 shares; 2025Q3: 160,289 shares; 2025Q4: 150,139 shares; 2026Q1: 142,418 shares 142,418 $19.4M 0.29% -7,721 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: 50,408 shares; 2024Q4: 51,924 shares; 2025Q1: 95,399 shares; 2025Q2: 98,132 shares; 2025Q3: 98,580 shares; 2025Q4: 137,524 shares; 2026Q1: 142,731 shares 142,731 $19.3M 0.29% +5,207 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: 5,282 shares; 2024Q4: 5,772 shares; 2025Q1: 30,371 shares; 2025Q2: 60,102 shares; 2025Q3: 63,497 shares; 2025Q4: 105,740 shares; 2026Q1: 138,526 shares 138,526 $19.3M 0.29% +32,786 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: 366,372 shares; 2024Q4: 355,412 shares; 2025Q1: 305,477 shares; 2025Q2: 314,721 shares; 2025Q3: 309,535 shares; 2025Q4: 304,104 shares; 2026Q1: 289,996 shares 289,996 $18.6M 0.28% -14,108 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: 33,141 shares; 2024Q4: 36,876 shares; 2025Q1: 15,803 shares; 2025Q2: 15,103 shares; 2025Q3: 16,962 shares; 2025Q4: 15,322 shares; 2026Q1: 91,164 shares 91,164 $18.5M 0.28% +75,842 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: 281,576 shares; 2024Q4: 234,159 shares; 2025Q1: 255,096 shares; 2025Q2: 166,856 shares; 2025Q3: 176,226 shares; 2025Q4: 189,895 shares; 2026Q1: 193,523 shares 193,523 $18.5M 0.28% +3,628 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,015 shares; 2024Q4: 110,721 shares; 2025Q1: 125,735 shares; 2025Q2: 125,868 shares; 2025Q3: 124,151 shares; 2025Q4: 126,592 shares; 2026Q1: 128,256 shares 128,256 $18.1M 0.27% +1,664 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: 9,302 shares; 2024Q4: 31,443 shares; 2025Q1: 36,496 shares; 2025Q2: 37,741 shares; 2025Q3: 34,676 shares; 2025Q4: 36,791 shares; 2026Q1: 39,498 shares 39,498 $17.6M 0.26% +2,707 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: 8,119 shares; 2024Q4: 8,216 shares; 2025Q1: 8,367 shares; 2025Q2: 138,034 shares; 2025Q3: 188,773 shares; 2025Q4: 194,874 shares; 2026Q1: 190,228 shares 190,228 $17.6M 0.26% -4,646 Timeline EFAX 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: 250,034 shares; 2024Q4: 240,166 shares; 2025Q1: 248,458 shares; 2025Q2: 276,775 shares; 2025Q3: 301,758 shares; 2025Q4: 318,662 shares; 2026Q1: 349,248 shares 349,248 $17.4M 0.26% +30,586 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: 200,408 shares; 2024Q4: 196,457 shares; 2025Q1: 199,127 shares; 2025Q2: 199,344 shares; 2025Q3: 226,406 shares; 2025Q4: 163,464 shares; 2026Q1: 161,321 shares 161,321 $17.2M 0.26% -2,143 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: 56,952 shares; 2024Q4: 41,054 shares; 2025Q1: 35,655 shares; 2025Q2: 28,724 shares; 2025Q3: 31,456 shares; 2025Q4: 30,779 shares; 2026Q1: 34,791 shares 34,791 $17.1M 0.25% +4,012 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: 165,320 shares; 2024Q4: 168,367 shares; 2025Q1: 170,253 shares; 2025Q2: 187,726 shares; 2025Q3: 187,168 shares; 2025Q4: 200,972 shares; 2026Q1: 196,823 shares 196,823 $16.8M 0.25% -4,149 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: 183,981 shares; 2024Q4: 99,771 shares; 2025Q1: 84,995 shares; 2025Q2: 74,995 shares; 2025Q3: 65,207 shares; 2025Q4: 67,276 shares; 2026Q1: 67,816 shares 67,816 $16.6M 0.25% +540 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: not reported; 2025Q1: 85,580 shares; 2025Q2: 449,958 shares; 2025Q3: 514,296 shares; 2025Q4: 545,708 shares; 2026Q1: 410,832 shares 410,832 $16.5M 0.25% -134,876 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: 15,496 shares; 2025Q1: 15,625 shares; 2025Q2: 15,581 shares; 2025Q3: 16,320 shares; 2025Q4: 16,529 shares; 2026Q1: 16,517 shares 16,517 $15.9M 0.24% -12 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: 41,053 shares; 2024Q4: 163,330 shares; 2025Q1: 167,318 shares; 2025Q2: 169,325 shares; 2025Q3: 165,126 shares; 2025Q4: 170,296 shares; 2026Q1: 98,462 shares 98,462 $15.8M 0.24% -71,834 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: 14,145 shares; 2024Q4: 13,874 shares; 2025Q1: 1,590 shares; 2025Q2: 2,061 shares; 2025Q3: 7,115 shares; 2025Q4: 7,211 shares; 2026Q1: 11,867 shares 11,867 $15.7M 0.23% +4,656 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: 79,579 shares; 2024Q4: 49,255 shares; 2025Q1: 50,200 shares; 2025Q2: 50,003 shares; 2025Q3: 62,275 shares; 2025Q4: 60,960 shares; 2026Q1: 44,674 shares 44,674 $15.3M 0.23% -16,286 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: 115,052 shares; 2024Q4: 111,004 shares; 2025Q1: 83,019 shares; 2025Q2: 86,020 shares; 2025Q3: 77,962 shares; 2025Q4: 76,428 shares; 2026Q1: 78,231 shares 78,231 $15M 0.22% +1,803 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: 153,103 shares; 2024Q4: 166,939 shares; 2025Q1: 158,367 shares; 2025Q2: 155,604 shares; 2025Q3: 96,836 shares; 2025Q4: 103,507 shares; 2026Q1: 103,810 shares 103,810 $15M 0.22% +303 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: 22,021 shares; 2024Q4: 132,616 shares; 2025Q1: 140,708 shares; 2025Q2: 160,178 shares; 2025Q3: 128,818 shares; 2025Q4: 122,556 shares; 2026Q1: 117,501 shares 117,501 $14.8M 0.22% -5,055 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: 93,225 shares; 2024Q4: 109,816 shares; 2025Q1: 81,394 shares; 2025Q2: 86,484 shares; 2025Q3: 88,772 shares; 2025Q4: 96,026 shares; 2026Q1: 87,468 shares 87,468 $14.8M 0.22% -8,558 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: 177,438 shares; 2024Q4: 180,586 shares; 2025Q1: 75,664 shares; 2025Q2: 69,540 shares; 2025Q3: 67,426 shares; 2025Q4: 68,801 shares; 2026Q1: 70,193 shares 70,193 $14.8M 0.22% +1,392 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: 48,352 shares; 2024Q4: 49,040 shares; 2025Q1: 49,091 shares; 2025Q2: 48,561 shares; 2025Q3: 48,137 shares; 2025Q4: 46,434 shares; 2026Q1: 46,083 shares 46,083 $14.8M 0.22% -351 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: 12,421 shares; 2024Q4: 7,586 shares; 2025Q1: 16,077 shares; 2025Q2: 16,576 shares; 2025Q3: 16,867 shares; 2025Q4: 17,115 shares; 2026Q1: 16,395 shares 16,395 $14.7M 0.22% -720 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: 4,607 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 49,874 shares; 2025Q3: 81,185 shares; 2025Q4: 72,035 shares; 2026Q1: 72,382 shares 72,382 $14.2M 0.21% +347 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,769 shares; 2024Q4: 35,280 shares; 2025Q1: 36,276 shares; 2025Q2: 49,959 shares; 2025Q3: 49,868 shares; 2025Q4: 29,005 shares; 2026Q1: 35,767 shares 35,767 $13.9M 0.21% +6,762 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,674 shares; 2024Q4: 30,674 shares; 2025Q1: 23,764 shares; 2025Q2: 16,625 shares; 2025Q3: 17,818 shares; 2025Q4: 28,219 shares; 2026Q1: 470,046 shares 470,046 $13.5M 0.2% +441,827 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: 15,728 shares; 2024Q4: 16,328 shares; 2025Q1: 16,523 shares; 2025Q2: 16,253 shares; 2025Q3: 16,581 shares; 2025Q4: 18,246 shares; 2026Q1: 18,894 shares 18,894 $13.4M 0.2% +648 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: 63,243 shares; 2024Q4: 60,255 shares; 2025Q1: 59,364 shares; 2025Q2: 95,358 shares; 2025Q3: 103,108 shares; 2025Q4: 94,298 shares; 2026Q1: 55,118 shares 55,118 $13.4M 0.2% -39,180 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,469 shares; 2024Q4: 56,614 shares; 2025Q1: 81,203 shares; 2025Q2: 83,307 shares; 2025Q3: 84,459 shares; 2025Q4: 61,075 shares; 2026Q1: 46,933 shares 46,933 $13.3M 0.2% -14,142 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: 38,321 shares; 2024Q4: 42,225 shares; 2025Q1: 25,697 shares; 2025Q2: 20,519 shares; 2025Q3: 166,134 shares; 2025Q4: 294,542 shares; 2026Q1: 299,842 shares 299,842 $13.2M 0.2% +5,300 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: 70,064 shares; 2024Q4: 76,883 shares; 2025Q1: 75,923 shares; 2025Q2: 75,709 shares; 2025Q3: 74,189 shares; 2025Q4: 72,309 shares; 2026Q1: 68,210 shares 68,210 $13.2M 0.2% -4,099 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,147 shares 297,147 $13.1M 0.19% new 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: 15,665 shares; 2024Q4: 4,058 shares; 2025Q1: 3,947 shares; 2025Q2: 3,796 shares; 2025Q3: 8,684 shares; 2025Q4: 8,895 shares; 2026Q1: 8,805 shares 8,805 $13M 0.19% -90 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: 24,852 shares; 2024Q4: 23,319 shares; 2025Q1: 24,917 shares; 2025Q2: 25,530 shares; 2025Q3: 25,473 shares; 2025Q4: 24,904 shares; 2026Q1: 26,992 shares 26,992 $12.9M 0.19% +2,088 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: 55,431 shares; 2024Q4: 55,236 shares; 2025Q1: 69,262 shares; 2025Q2: 73,934 shares; 2025Q3: 111,081 shares; 2025Q4: 130,858 shares; 2026Q1: 146,251 shares 146,251 $12.9M 0.19% +15,393 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: 122,281 shares; 2024Q4: 122,584 shares; 2025Q1: 116,645 shares; 2025Q2: 114,320 shares; 2025Q3: 115,487 shares; 2025Q4: 118,892 shares; 2026Q1: 120,870 shares 120,870 $12.9M 0.19% +1,978 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: 144,178 shares; 2024Q4: 145,758 shares; 2025Q1: 222,079 shares; 2025Q2: 122,168 shares; 2025Q3: 186,301 shares; 2025Q4: 203,601 shares; 2026Q1: 209,651 shares 209,651 $12.7M 0.19% +6,050 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS 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: 86,952 shares; 2025Q3: 1,048,102 shares; 2025Q4: 1,053,427 shares; 2026Q1: 1,063,301 shares 1,063,301 $12.7M 0.19% +9,874 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,206 shares; 2025Q4: 463,899 shares; 2026Q1: 503,000 shares 503,000 $12.1M 0.18% +39,101 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,777 shares; 2024Q4: 64,586 shares; 2025Q1: 76,482 shares; 2025Q2: 76,123 shares; 2025Q3: 76,991 shares; 2025Q4: 81,865 shares; 2026Q1: 84,824 shares 84,824 $12.1M 0.18% +2,959 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 2,777 shares; 2025Q1: 2,575 shares; 2025Q2: 2,652 shares; 2025Q3: 2,670 shares; 2025Q4: 4,269 shares; 2026Q1: 13,776 shares 13,776 $12M 0.18% +9,507 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: 61,294 shares; 2024Q4: 60,421 shares; 2025Q1: 60,645 shares; 2025Q2: 62,792 shares; 2025Q3: 59,095 shares; 2025Q4: 56,445 shares; 2026Q1: 55,255 shares 55,255 $11.9M 0.18% -1,190 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,128 shares; 2025Q1: 1,167 shares; 2025Q2: 1,108 shares; 2025Q3: 1,094 shares; 2025Q4: 13,061 shares; 2026Q1: 13,856 shares 13,856 $11.7M 0.17% +795 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: 259,546 shares; 2024Q4: 239,853 shares; 2025Q1: 249,638 shares; 2025Q2: 247,469 shares; 2025Q3: 241,264 shares; 2025Q4: 235,296 shares; 2026Q1: 233,032 shares 233,032 $11.7M 0.17% -2,264 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: 72,384 shares; 2024Q4: 70,588 shares; 2025Q1: 60,065 shares; 2025Q2: 59,551 shares; 2025Q3: 59,245 shares; 2025Q4: 93,146 shares; 2026Q1: 93,982 shares 93,982 $11.7M 0.17% +836 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: 12,482 shares; 2024Q4: 11,596 shares; 2025Q1: 10,654 shares; 2025Q2: 9,714 shares; 2025Q3: 9,386 shares; 2025Q4: 34,151 shares; 2026Q1: 47,049 shares 47,049 $11.6M 0.17% +12,898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,607 shares; 2026Q1: 15,584 shares 15,584 $11.5M 0.17% +977 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: 28,006 shares; 2024Q4: 28,499 shares; 2025Q1: 28,198 shares; 2025Q2: 27,070 shares; 2025Q3: 26,897 shares; 2025Q4: 26,662 shares; 2026Q1: 26,341 shares 26,341 $11.2M 0.17% -321 Timeline XJH 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: 257,674 shares; 2025Q4: 252,076 shares; 2026Q1: 243,921 shares 243,921 $11.1M 0.16% -8,155 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: not reported; 2024Q4: 2,606 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 111,420 shares 111,420 $11M 0.16% +108,911 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: 22,709 shares; 2024Q4: 23,043 shares; 2025Q1: 23,241 shares; 2025Q2: 24,188 shares; 2025Q3: 24,679 shares; 2025Q4: 24,674 shares; 2026Q1: 25,277 shares 25,277 $11M 0.16% +603 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: 36,884 shares; 2024Q4: 39,286 shares; 2025Q1: 37,044 shares; 2025Q2: 37,578 shares; 2025Q3: 37,101 shares; 2025Q4: 33,176 shares; 2026Q1: 35,248 shares 35,248 $11M 0.16% +2,072 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,488 shares; 2024Q4: 63,668 shares; 2025Q1: 57,317 shares; 2025Q2: 41,752 shares; 2025Q3: 42,603 shares; 2025Q4: 41,695 shares; 2026Q1: 42,383 shares 42,383 $10.5M 0.16% +688 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,019 shares; 2024Q4: 141,898 shares; 2025Q1: 146,294 shares; 2025Q2: 155,233 shares; 2025Q3: 155,559 shares; 2025Q4: 119,336 shares; 2026Q1: 118,620 shares 118,620 $10.5M 0.16% -716 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,434 shares; 2024Q4: 20,229 shares; 2025Q1: 21,964 shares; 2025Q2: 22,249 shares; 2025Q3: 22,584 shares; 2025Q4: 23,837 shares; 2026Q1: 24,248 shares 24,248 $10.1M 0.15% +411 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,677 shares; 2024Q4: 34,285 shares; 2025Q1: 36,935 shares; 2025Q2: 30,837 shares; 2025Q3: 33,965 shares; 2025Q4: 33,965 shares; 2026Q1: 46,603 shares 46,603 $9.74M 0.15% +12,638 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: 56,104 shares; 2024Q4: 47,916 shares; 2025Q1: 45,796 shares; 2025Q2: 44,701 shares; 2025Q3: 42,306 shares; 2025Q4: 41,577 shares; 2026Q1: 42,801 shares 42,801 $9.67M 0.14% +1,224 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 68,155 shares; 2025Q4: 68,485 shares; 2026Q1: 67,611 shares 67,611 $9.45M 0.14% -874 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: 129,126 shares; 2024Q4: 121,460 shares; 2025Q1: 169,480 shares; 2025Q2: 180,767 shares; 2025Q3: 175,740 shares; 2025Q4: 167,985 shares; 2026Q1: 160,647 shares 160,647 $9.44M 0.14% -7,338 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: 173,033 shares; 2024Q4: 169,515 shares; 2025Q1: 160,715 shares; 2025Q2: 155,565 shares; 2025Q3: 144,909 shares; 2025Q4: 121,887 shares; 2026Q1: 114,331 shares 114,331 $9.44M 0.14% -7,556 Timeline SUSB 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: 377,277 shares; 2024Q4: 378,584 shares; 2025Q1: 383,109 shares; 2025Q2: 370,847 shares; 2025Q3: 391,542 shares; 2025Q4: 377,376 shares; 2026Q1: 375,638 shares 375,638 $9.42M 0.14% -1,738 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: 213,769 shares; 2024Q4: 217,418 shares; 2025Q1: 218,028 shares; 2025Q2: 215,820 shares; 2025Q3: 167,968 shares; 2025Q4: 100,309 shares; 2026Q1: 51,870 shares 51,870 $9M 0.13% -48,439 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: 2,664 shares; 2024Q4: 2,673 shares; 2025Q1: 2,779 shares; 2025Q2: 2,165 shares; 2025Q3: 3,975 shares; 2025Q4: 3,914 shares; 2026Q1: 16,169 shares 16,169 $8.88M 0.13% +12,255 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: 10,650 shares; 2024Q4: 10,789 shares; 2025Q1: 9,824 shares; 2025Q2: 10,320 shares; 2025Q3: 10,254 shares; 2025Q4: 12,568 shares; 2026Q1: 31,174 shares 31,174 $8.85M 0.13% +18,606 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: 13,250 shares; 2024Q4: 14,064 shares; 2025Q1: 17,488 shares; 2025Q2: 17,221 shares; 2025Q3: 16,812 shares; 2025Q4: 17,965 shares; 2026Q1: 14,769 shares 14,769 $8.83M 0.13% -3,196 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,696 shares; 2024Q4: 45,286 shares; 2025Q1: 57,937 shares; 2025Q2: 57,340 shares; 2025Q3: 56,727 shares; 2025Q4: 66,297 shares; 2026Q1: 74,580 shares 74,580 $8.82M 0.13% +8,283 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: 5,536 shares; 2024Q4: 5,046 shares; 2025Q1: 5,581 shares; 2025Q2: 4,496 shares; 2025Q3: 5,301 shares; 2025Q4: 20,537 shares; 2026Q1: 101,402 shares 101,402 $8.79M 0.13% +80,865 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: 16,771 shares; 2024Q4: 16,594 shares; 2025Q1: 16,235 shares; 2025Q2: 15,709 shares; 2025Q3: 15,476 shares; 2025Q4: 15,420 shares; 2026Q1: 15,219 shares 15,219 $8.55M 0.13% -201 Timeline ESML 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: 2,001,441 shares; 2024Q4: 1,343,677 shares; 2025Q1: 1,314,736 shares; 2025Q2: 583,378 shares; 2025Q3: 208,439 shares; 2025Q4: 200,910 shares; 2026Q1: 176,801 shares 176,801 $8.31M 0.12% -24,109 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: 135,053 shares; 2024Q4: 136,043 shares; 2025Q1: 133,758 shares; 2025Q2: 131,546 shares; 2025Q3: 132,074 shares; 2025Q4: 133,893 shares; 2026Q1: 132,543 shares 132,543 $8.09M 0.12% -1,350 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: 45,252 shares; 2024Q4: 58,266 shares; 2025Q1: 64,073 shares; 2025Q2: 61,832 shares; 2025Q3: 69,149 shares; 2025Q4: 69,895 shares; 2026Q1: 62,579 shares 62,579 $8.06M 0.12% -7,316 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: 42,028 shares; 2024Q4: 35,257 shares; 2025Q1: 41,825 shares; 2025Q2: 47,523 shares; 2025Q3: 46,660 shares; 2025Q4: 58,637 shares; 2026Q1: 60,929 shares 60,929 $8.05M 0.12% +2,292 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: 120,355 shares; 2024Q4: 125,523 shares; 2025Q1: 125,371 shares; 2025Q2: 111,111 shares; 2025Q3: 110,070 shares; 2025Q4: 108,948 shares; 2026Q1: 77,360 shares 77,360 $7.94M 0.12% -31,588 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: 112,425 shares; 2024Q4: 9,377 shares; 2025Q1: 10,058 shares; 2025Q2: 10,114 shares; 2025Q3: 30,051 shares; 2025Q4: 30,951 shares; 2026Q1: 30,873 shares 30,873 $7.72M 0.11% -78 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: 91,143 shares; 2024Q4: 92,002 shares; 2025Q1: 101,927 shares; 2025Q2: 101,161 shares; 2025Q3: 99,725 shares; 2025Q4: 24,677 shares; 2026Q1: 23,669 shares 23,669 $7.71M 0.11% -1,008 Timeline ITRI ITRON INC More: the full row for ITRON 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: 17,751 shares; 2025Q3: 31,009 shares; 2025Q4: 57,383 shares; 2026Q1: 84,489 shares 84,489 $7.57M 0.11% +27,106 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,380 shares 125,380 $7.52M 0.11% new 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: 44,627 shares; 2024Q4: 47,247 shares; 2025Q1: 52,873 shares; 2025Q2: 54,115 shares; 2025Q3: 60,348 shares; 2025Q4: 65,794 shares; 2026Q1: 68,663 shares 68,663 $7.48M 0.11% +2,869 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,684 shares; 2024Q4: 24,596 shares; 2025Q1: 177,326 shares; 2025Q2: 121,142 shares; 2025Q3: 121,335 shares; 2025Q4: 138,879 shares; 2026Q1: 150,400 shares 150,400 $7.26M 0.11% +11,521 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,716 shares 103,716 $6.88M 0.1% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 8,696 shares; 2025Q1: 13,009 shares; 2025Q2: 12,754 shares; 2025Q3: 11,111 shares; 2025Q4: 10,614 shares; 2026Q1: 9,847 shares 9,847 $6.87M 0.1% -767 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: 4,238 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 99,473 shares; 2025Q3: 336,059 shares; 2025Q4: 335,228 shares; 2026Q1: 108,824 shares 108,824 $6.83M 0.1% -226,404 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: 2,932 shares; 2024Q4: 16,437 shares; 2025Q1: 1,411 shares; 2025Q2: 1,432 shares; 2025Q3: 9,893 shares; 2025Q4: 11,404 shares; 2026Q1: 23,943 shares 23,943 $6.69M 0.1% +12,539 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 33,728 shares; 2025Q1: 28,771 shares; 2025Q2: 37,026 shares; 2025Q3: 37,026 shares; 2025Q4: 49,665 shares; 2026Q1: 55,689 shares 55,689 $6.65M 0.1% +6,024 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,157 shares; 2024Q4: 380,916 shares; 2025Q1: 407,230 shares; 2025Q2: 516,357 shares; 2025Q3: 559,758 shares; 2025Q4: 270,198 shares; 2026Q1: 257,991 shares 257,991 $6.61M 0.1% -12,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,496 shares 24,496 $6.51M 0.1% new Timeline EEMX 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: not reported; 2025Q4: not reported; 2026Q1: 147,082 shares 147,082 $6.5M 0.1% new 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: 166,915 shares; 2024Q4: 173,979 shares; 2025Q1: 245,728 shares; 2025Q2: 232,191 shares; 2025Q3: 80,284 shares; 2025Q4: 74,768 shares; 2026Q1: 86,708 shares 86,708 $6.27M 0.09% +11,940 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: 176,935 shares; 2024Q4: 212,330 shares; 2025Q1: 217,504 shares; 2025Q2: 217,694 shares; 2025Q3: 233,574 shares; 2025Q4: 225,418 shares; 2026Q1: 212,784 shares 212,784 $6.11M 0.09% -12,634 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: 8,958 shares; 2024Q4: 8,868 shares; 2025Q1: 8,879 shares; 2025Q2: 10,339 shares; 2025Q3: 11,327 shares; 2025Q4: 14,996 shares; 2026Q1: 16,741 shares 16,741 $6.08M 0.09% +1,745 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: 159,510 shares; 2024Q4: 113,533 shares; 2025Q1: 92,391 shares; 2025Q2: 74,172 shares; 2025Q3: 64,526 shares; 2025Q4: 65,620 shares; 2026Q1: 57,059 shares 57,059 $6.06M 0.09% -8,561 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: 12,300 shares; 2024Q4: 7,135 shares; 2025Q1: 7,057 shares; 2025Q2: 6,797 shares; 2025Q3: 14,061 shares; 2025Q4: 16,630 shares; 2026Q1: 19,447 shares 19,447 $5.88M 0.09% +2,817 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: 6,142 shares; 2024Q4: 6,262 shares; 2025Q1: 73,823 shares; 2025Q2: 68,654 shares; 2025Q3: 49,357 shares; 2025Q4: 41,061 shares; 2026Q1: 40,044 shares 40,044 $5.7M 0.08% -1,017 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,527 shares; 2024Q4: 64,393 shares; 2025Q1: 60,005 shares; 2025Q2: 59,065 shares; 2025Q3: 56,629 shares; 2025Q4: 49,960 shares; 2026Q1: 49,484 shares 49,484 $5.64M 0.08% -476 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 64,387 shares; 2025Q4: 64,832 shares; 2026Q1: 65,707 shares 65,707 $5.59M 0.08% +875 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: 99,238 shares; 2024Q4: 90,533 shares; 2025Q1: 89,174 shares; 2025Q2: 58,619 shares; 2025Q3: 53,531 shares; 2025Q4: 50,318 shares; 2026Q1: 47,770 shares 47,770 $5.52M 0.08% -2,548 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: 50,454 shares; 2024Q4: 47,508 shares; 2025Q1: 47,387 shares; 2025Q2: 47,103 shares; 2025Q3: 45,578 shares; 2025Q4: 44,161 shares; 2026Q1: 40,785 shares 40,785 $5.52M 0.08% -3,376 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: 28,801 shares; 2024Q4: 10,179 shares; 2025Q1: 9,741 shares; 2025Q2: 9,033 shares; 2025Q3: 8,749 shares; 2025Q4: 9,405 shares; 2026Q1: 8,865 shares 8,865 $5.36M 0.08% -540 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: 10,073 shares; 2024Q4: 9,716 shares; 2025Q1: 10,077 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,654 shares; 2026Q1: 8,516 shares 8,516 $5.25M 0.08% -138 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: 18,840 shares; 2024Q4: 17,063 shares; 2025Q1: 15,839 shares; 2025Q2: 15,315 shares; 2025Q3: 15,340 shares; 2025Q4: 14,160 shares; 2026Q1: 31,853 shares 31,853 $5.23M 0.08% +17,693 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 339,141 shares; 2025Q3: 513,390 shares; 2025Q4: 264,690 shares; 2026Q1: 67,311 shares 67,311 $5.09M 0.08% -197,379 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: 80,238 shares; 2024Q4: 79,915 shares; 2025Q1: 48,324 shares; 2025Q2: 64,144 shares; 2025Q3: 91,290 shares; 2025Q4: 44,642 shares; 2026Q1: 33,592 shares 33,592 $4.94M 0.07% -11,050 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,417 shares; 2024Q4: 13,555 shares; 2025Q1: 12,953 shares; 2025Q2: 18,086 shares; 2025Q3: 18,086 shares; 2025Q4: 117,168 shares; 2026Q1: 123,286 shares 123,286 $4.84M 0.07% +6,118 Timeline FOXA FOX CORP More: the full row for FOX 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: 65,809 shares; 2025Q4: 89,620 shares; 2026Q1: 82,816 shares 82,816 $4.84M 0.07% -6,804 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,826 shares; 2024Q4: 186,408 shares; 2025Q1: 192,489 shares; 2025Q2: 193,177 shares; 2025Q3: 207,589 shares; 2025Q4: 210,156 shares; 2026Q1: 205,630 shares 205,630 $4.76M 0.07% -4,526 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: not reported; 2024Q4: not reported; 2025Q1: 130,778 shares; 2025Q2: 142,520 shares; 2025Q3: 141,166 shares; 2025Q4: 144,555 shares; 2026Q1: 96,364 shares 96,364 $4.72M 0.07% -48,191 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: 42,487 shares; 2024Q4: 29,187 shares; 2025Q1: 29,068 shares; 2025Q2: 28,411 shares; 2025Q3: 28,329 shares; 2025Q4: 27,809 shares; 2026Q1: 23,159 shares 23,159 $4.71M 0.07% -4,650 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: 10,609 shares; 2024Q4: 10,683 shares; 2025Q1: 10,244 shares; 2025Q2: 10,175 shares; 2025Q3: 10,285 shares; 2025Q4: 10,685 shares; 2026Q1: 10,369 shares 10,369 $4.46M 0.07% -316 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,311 shares; 2025Q1: 13,343 shares; 2025Q2: 13,939 shares; 2025Q3: 83,514 shares; 2025Q4: 39,454 shares; 2026Q1: 25,540 shares 25,540 $4.46M 0.07% -13,914 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,925 shares; 2025Q3: 122,650 shares; 2025Q4: 117,102 shares; 2026Q1: 108,593 shares 108,593 $4.43M 0.07% -8,509 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: 18,479 shares; 2024Q4: 11,718 shares; 2025Q1: 11,624 shares; 2025Q2: 9,169 shares; 2025Q3: 8,549 shares; 2025Q4: 8,702 shares; 2026Q1: 8,166 shares 8,166 $4.39M 0.07% -536 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: not reported; 2024Q4: 4,836 shares; 2025Q1: 6,306 shares; 2025Q2: 14,752 shares; 2025Q3: 16,836 shares; 2025Q4: 15,847 shares; 2026Q1: 10,814 shares 10,814 $4.24M 0.06% -5,033 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: 5,960 shares; 2024Q4: 6,926 shares; 2025Q1: 69,332 shares; 2025Q2: 72,171 shares; 2025Q3: 80,806 shares; 2025Q4: 116,402 shares; 2026Q1: 52,488 shares 52,488 $4.18M 0.06% -63,914 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: 8,698 shares; 2024Q4: 9,435 shares; 2025Q1: 9,794 shares; 2025Q2: 15,673 shares; 2025Q3: 13,686 shares; 2025Q4: 13,660 shares; 2026Q1: 13,624 shares 13,624 $4.02M 0.06% -36 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: 17,773 shares; 2024Q4: 21,123 shares; 2025Q1: 21,904 shares; 2025Q2: 22,148 shares; 2025Q3: 22,455 shares; 2025Q4: 8,824 shares; 2026Q1: 7,764 shares 7,764 $3.85M 0.06% -1,060 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: 143,231 shares; 2024Q4: 151,774 shares; 2025Q1: 141,683 shares; 2025Q2: 137,542 shares; 2025Q3: 142,768 shares; 2025Q4: 145,748 shares; 2026Q1: 131,530 shares 131,530 $3.81M 0.06% -14,218 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,416 shares; 2025Q2: 160,205 shares; 2025Q3: 118,690 shares; 2025Q4: 55,956 shares; 2026Q1: 39,391 shares 39,391 $3.81M 0.06% -16,565 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: 30,953 shares; 2024Q4: 30,695 shares; 2025Q1: 18,435 shares; 2025Q2: 13,541 shares; 2025Q3: 12,471 shares; 2025Q4: 12,113 shares; 2026Q1: 11,018 shares 11,018 $3.8M 0.06% -1,095 Timeline SPYX 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: 72,899 shares; 2024Q4: 77,329 shares; 2025Q1: 72,819 shares; 2025Q2: 74,757 shares; 2025Q3: 75,130 shares; 2025Q4: 75,694 shares; 2026Q1: 70,599 shares 70,599 $3.74M 0.06% -5,095 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,675 shares 93,675 $3.65M 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,943 shares; 2024Q4: 12,277 shares; 2025Q1: 13,577 shares; 2025Q2: 13,579 shares; 2025Q3: 13,589 shares; 2025Q4: 13,221 shares; 2026Q1: 12,552 shares 12,552 $3.6M 0.05% -669 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: 20,756 shares; 2024Q4: 16,680 shares; 2025Q1: 16,066 shares; 2025Q2: 14,629 shares; 2025Q3: 13,102 shares; 2025Q4: 13,008 shares; 2026Q1: 12,388 shares 12,388 $3.6M 0.05% -620 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: 1,782 shares; 2024Q4: 1,562 shares; 2025Q1: 9,420 shares; 2025Q2: 10,850 shares; 2025Q3: 10,948 shares; 2025Q4: 10,814 shares; 2026Q1: 10,356 shares 10,356 $3.55M 0.05% -458 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: 8,345 shares; 2024Q4: 8,377 shares; 2025Q1: 9,817 shares; 2025Q2: 9,422 shares; 2025Q3: 9,369 shares; 2025Q4: 13,607 shares; 2026Q1: 12,327 shares 12,327 $3.54M 0.05% -1,280 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 153,666 shares; 2025Q3: 157,204 shares; 2025Q4: 167,601 shares; 2026Q1: 199,061 shares 199,061 $3.53M 0.05% +31,460 Timeline AIRR 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: 25,007 shares; 2025Q2: 97,533 shares; 2025Q3: 73,328 shares; 2025Q4: 41,135 shares; 2026Q1: 31,024 shares 31,024 $3.44M 0.05% -10,111 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: 36,852 shares; 2024Q4: 13,457 shares; 2025Q1: 13,967 shares; 2025Q2: 14,072 shares; 2025Q3: 13,971 shares; 2025Q4: 13,713 shares; 2026Q1: 12,985 shares 12,985 $3.38M 0.05% -728 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,763 shares; 2025Q1: 9,105 shares; 2025Q2: 8,816 shares; 2025Q3: 7,287 shares; 2025Q4: 6,046 shares; 2026Q1: 48,237 shares 48,237 $3.35M 0.05% +42,191 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS 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: 350,501 shares 350,501 $3.27M 0.05% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,992 shares 148,992 $3.23M 0.05% new 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: 109,622 shares; 2024Q4: 120,293 shares; 2025Q1: 118,394 shares; 2025Q2: 104,912 shares; 2025Q3: 25,169 shares; 2025Q4: 23,928 shares; 2026Q1: 16,253 shares 16,253 $3.22M 0.05% -7,675 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: 82,186 shares; 2024Q4: 71,601 shares; 2025Q1: 67,951 shares; 2025Q2: 63,077 shares; 2025Q3: 51,645 shares; 2025Q4: 47,188 shares; 2026Q1: 40,551 shares 40,551 $3.21M 0.05% -6,637 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,737 shares; 2024Q4: 28,238 shares; 2025Q1: 29,443 shares; 2025Q2: 29,742 shares; 2025Q3: 26,015 shares; 2025Q4: 23,660 shares; 2026Q1: 23,612 shares 23,612 $3.21M 0.05% -48 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: 116,593 shares; 2024Q4: 111,911 shares; 2025Q1: 109,625 shares; 2025Q2: 106,985 shares; 2025Q3: 90,839 shares; 2025Q4: 32,605 shares; 2026Q1: 20,227 shares 20,227 $3.14M 0.05% -12,378 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: 234,603 shares; 2024Q4: 195,257 shares; 2025Q1: 107,606 shares; 2025Q2: 107,904 shares; 2025Q3: 95,704 shares; 2025Q4: 95,910 shares; 2026Q1: 110,152 shares 110,152 $3.09M 0.05% +14,242 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: 23,789 shares; 2024Q4: 23,185 shares; 2025Q1: 20,405 shares; 2025Q2: 19,786 shares; 2025Q3: 19,248 shares; 2025Q4: 17,471 shares; 2026Q1: 15,832 shares 15,832 $3.07M 0.05% -1,639 Timeline EMLP 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: 84,919 shares; 2025Q2: 272,850 shares; 2025Q3: 205,988 shares; 2025Q4: 98,510 shares; 2026Q1: 69,882 shares 69,882 $3.05M 0.05% -28,628 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,324 shares; 2025Q1: 53,505 shares; 2025Q2: 2,527 shares; 2025Q3: 31,109 shares; 2025Q4: 32,739 shares; 2026Q1: 20,693 shares 20,693 $3.02M 0.05% -12,046 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: 434,315 shares; 2024Q4: 395,146 shares; 2025Q1: 373,971 shares; 2025Q2: 35,755 shares; 2025Q3: 33,004 shares; 2025Q4: 27,949 shares; 2026Q1: 24,184 shares 24,184 $3.01M 0.04% -3,765 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,401 shares; 2024Q4: 70,026 shares; 2025Q1: 65,376 shares; 2025Q2: 62,226 shares; 2025Q3: 49,876 shares; 2025Q4: 46,276 shares; 2026Q1: 44,900 shares 44,900 $2.93M 0.04% -1,376 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: 15,547 shares; 2024Q4: 15,733 shares; 2025Q1: 16,371 shares; 2025Q2: 16,222 shares; 2025Q3: 16,036 shares; 2025Q4: 15,090 shares; 2026Q1: 15,109 shares 15,109 $2.9M 0.04% +19 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: 14,837 shares; 2024Q4: 14,794 shares; 2025Q1: 13,966 shares; 2025Q2: 13,629 shares; 2025Q3: 13,674 shares; 2025Q4: 13,912 shares; 2026Q1: 13,895 shares 13,895 $2.89M 0.04% -17 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: 5,406 shares; 2024Q4: 5,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,363 shares; 2025Q3: 6,691 shares; 2025Q4: 6,427 shares; 2026Q1: 6,564 shares 6,564 $2.87M 0.04% +137 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: 11,024 shares; 2024Q4: 10,080 shares; 2025Q1: 11,075 shares; 2025Q2: 14,557 shares; 2025Q3: 14,269 shares; 2025Q4: 13,988 shares; 2026Q1: 13,373 shares 13,373 $2.86M 0.04% -615 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: 17,669 shares; 2024Q4: 38,407 shares; 2025Q1: 39,119 shares; 2025Q2: 41,149 shares; 2025Q3: 37,762 shares; 2025Q4: 41,778 shares; 2026Q1: 39,750 shares 39,750 $2.84M 0.04% -2,028 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: 18,189 shares; 2024Q4: 13,524 shares; 2025Q1: 16,363 shares; 2025Q2: 14,776 shares; 2025Q3: 14,396 shares; 2025Q4: 14,177 shares; 2026Q1: 60,835 shares 60,835 $2.83M 0.04% +46,658 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: 112,019 shares; 2024Q4: 12,516 shares; 2025Q1: 14,056 shares; 2025Q2: 15,603 shares; 2025Q3: 15,919 shares; 2025Q4: 19,630 shares; 2026Q1: 19,058 shares 19,058 $2.82M 0.04% -572 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 4,863 shares; 2025Q1: 2,600 shares; 2025Q2: 2,551 shares; 2025Q3: 3,145 shares; 2025Q4: 3,149 shares; 2026Q1: 15,480 shares 15,480 $2.82M 0.04% +12,331 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,649 shares; 2024Q4: 65,036 shares; 2025Q1: 58,759 shares; 2025Q2: 63,144 shares; 2025Q3: 62,914 shares; 2025Q4: 63,914 shares; 2026Q1: 60,760 shares 60,760 $2.81M 0.04% -3,154 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,130 shares; 2025Q2: 1,872 shares; 2025Q3: 1,871 shares; 2025Q4: 5,604 shares; 2026Q1: 5,904 shares 5,904 $2.8M 0.04% +300 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: 10,555 shares; 2024Q4: 11,139 shares; 2025Q1: 8,472 shares; 2025Q2: 8,199 shares; 2025Q3: 8,084 shares; 2025Q4: 30,316 shares; 2026Q1: 20,928 shares 20,928 $2.78M 0.04% -9,388 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: 90,487 shares; 2024Q4: 79,981 shares; 2025Q1: 95,730 shares; 2025Q2: 81,867 shares; 2025Q3: 77,988 shares; 2025Q4: 66,655 shares; 2026Q1: 14,726 shares 14,726 $2.75M 0.04% -51,929 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,867 shares; 2024Q4: 34,217 shares; 2025Q1: 33,320 shares; 2025Q2: 32,228 shares; 2025Q3: 30,569 shares; 2025Q4: 30,100 shares; 2026Q1: 29,188 shares 29,188 $2.74M 0.04% -912 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: 56,920 shares; 2024Q4: 50,568 shares; 2025Q1: 46,139 shares; 2025Q2: 37,425 shares; 2025Q3: 37,251 shares; 2025Q4: 37,314 shares; 2026Q1: 36,221 shares 36,221 $2.72M 0.04% -1,093 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: 12,133 shares; 2024Q4: 13,468 shares; 2025Q1: 12,611 shares; 2025Q2: 20,428 shares; 2025Q3: 42,534 shares; 2025Q4: 411,653 shares; 2026Q1: 28,231 shares 28,231 $2.71M 0.04% -383,422 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: 47,656 shares; 2024Q4: 47,421 shares; 2025Q1: 37,392 shares; 2025Q2: 34,317 shares; 2025Q3: 33,098 shares; 2025Q4: 29,870 shares; 2026Q1: 29,975 shares 29,975 $2.71M 0.04% +105 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: 7,513 shares; 2024Q4: 7,511 shares; 2025Q1: 7,507 shares; 2025Q2: 7,445 shares; 2025Q3: 7,401 shares; 2025Q4: 7,356 shares; 2026Q1: 7,289 shares 7,289 $2.7M 0.04% -67 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: 10,103 shares; 2024Q4: 9,876 shares; 2025Q1: 13,749 shares; 2025Q2: 13,840 shares; 2025Q3: 13,734 shares; 2025Q4: 13,686 shares; 2026Q1: 13,509 shares 13,509 $2.65M 0.04% -177 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: 31,457 shares; 2024Q4: 31,338 shares; 2025Q1: 24,646 shares; 2025Q2: 24,433 shares; 2025Q3: 24,422 shares; 2025Q4: 25,712 shares; 2026Q1: 24,134 shares 24,134 $2.65M 0.04% -1,578 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: 21,932 shares; 2024Q4: 19,048 shares; 2025Q1: 18,286 shares; 2025Q2: 16,788 shares; 2025Q3: 13,874 shares; 2025Q4: 14,195 shares; 2026Q1: 13,805 shares 13,805 $2.62M 0.04% -390 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: 46,166 shares; 2024Q4: 46,291 shares; 2025Q1: 45,362 shares; 2025Q2: 28,526 shares; 2025Q3: 26,090 shares; 2025Q4: 18,859 shares; 2026Q1: 16,639 shares 16,639 $2.62M 0.04% -2,220 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: 15,048 shares; 2024Q4: 9,441 shares; 2025Q1: 8,609 shares; 2025Q2: 8,323 shares; 2025Q3: 7,922 shares; 2025Q4: 10,224 shares; 2026Q1: 10,677 shares 10,677 $2.61M 0.04% +453 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,878 shares; 2024Q4: 61,125 shares; 2025Q1: 62,608 shares; 2025Q2: 2,935 shares; 2025Q3: 3,882 shares; 2025Q4: 35,653 shares; 2026Q1: 25,582 shares 25,582 $2.57M 0.04% -10,071 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 20,271 shares; 2025Q1: 19,657 shares; 2025Q2: 19,635 shares; 2025Q3: 19,357 shares; 2025Q4: 19,562 shares; 2026Q1: 19,167 shares 19,167 $2.51M 0.04% -395 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: 11,729 shares; 2025Q1: 11,823 shares; 2025Q2: 12,760 shares; 2025Q3: 12,337 shares; 2025Q4: 12,513 shares; 2026Q1: 12,133 shares 12,133 $2.51M 0.04% -380 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,796 shares; 2024Q4: 9,675 shares; 2025Q1: 9,552 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares; 2025Q4: 9,093 shares; 2026Q1: 34,427 shares 34,427 $2.5M 0.04% +25,334 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: 17,183 shares; 2024Q4: 21,632 shares; 2025Q1: 21,716 shares; 2025Q2: 21,332 shares; 2025Q3: 21,103 shares; 2025Q4: 20,689 shares; 2026Q1: 20,783 shares 20,783 $2.41M 0.04% +94 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: 69,210 shares; 2024Q4: 64,168 shares; 2025Q1: 97,568 shares; 2025Q2: 56,568 shares; 2025Q3: 54,837 shares; 2025Q4: 48,377 shares; 2026Q1: 46,054 shares 46,054 $2.37M 0.04% -2,323 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: 18,431 shares; 2024Q4: 19,375 shares; 2025Q1: 20,499 shares; 2025Q2: 21,403 shares; 2025Q3: 21,876 shares; 2025Q4: 21,263 shares; 2026Q1: 20,868 shares 20,868 $2.36M 0.04% -395 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: 125,652 shares; 2024Q4: 127,350 shares; 2025Q1: 127,341 shares; 2025Q2: 73,128 shares; 2025Q3: 72,254 shares; 2025Q4: 70,998 shares; 2026Q1: 24,298 shares 24,298 $2.34M 0.03% -46,700 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: 34,987 shares; 2024Q4: 35,028 shares; 2025Q1: 34,737 shares; 2025Q2: 34,553 shares; 2025Q3: 33,177 shares; 2025Q4: 32,197 shares; 2026Q1: 31,091 shares 31,091 $2.34M 0.03% -1,106 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: 9,502 shares; 2024Q4: 9,682 shares; 2025Q1: 3,518 shares; 2025Q2: 3,305 shares; 2025Q3: 3,235 shares; 2025Q4: 3,220 shares; 2026Q1: 3,208 shares 3,208 $2.34M 0.03% -12 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: 4,500 shares; 2024Q4: 5,140 shares; 2025Q1: 7,481 shares; 2025Q2: 7,479 shares; 2025Q3: 6,080 shares; 2025Q4: 32,581 shares; 2026Q1: 6,271 shares 6,271 $2.33M 0.03% -26,310 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: 84,986 shares; 2024Q4: 75,335 shares; 2025Q1: 71,520 shares; 2025Q2: 57,974 shares; 2025Q3: 52,593 shares; 2025Q4: 48,381 shares; 2026Q1: 46,264 shares 46,264 $2.33M 0.03% -2,117 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: 53,730 shares; 2024Q4: 53,982 shares; 2025Q1: 8,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,835 shares 23,835 $2.32M 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 13,739 shares; 2025Q1: 9,004 shares; 2025Q2: 7,521 shares; 2025Q3: 7,455 shares; 2025Q4: 10,331 shares; 2026Q1: 32,200 shares 32,200 $2.31M 0.03% +21,869 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: not reported; 2024Q4: not reported; 2025Q1: 16,370 shares; 2025Q2: 18,327 shares; 2025Q3: 18,652 shares; 2025Q4: 18,209 shares; 2026Q1: 18,120 shares 18,120 $2.29M 0.03% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,674 shares; 2025Q3: 28,955 shares; 2025Q4: 28,334 shares; 2026Q1: 26,834 shares 26,834 $2.28M 0.03% -1,500 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,635 shares; 2024Q4: 151,604 shares; 2025Q1: 142,343 shares; 2025Q2: 138,707 shares; 2025Q3: 121,867 shares; 2025Q4: 102,114 shares; 2026Q1: 92,717 shares 92,717 $2.27M 0.03% -9,397 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: 9,924 shares; 2024Q4: 9,056 shares; 2025Q1: 8,868 shares; 2025Q2: 8,783 shares; 2025Q3: 8,658 shares; 2025Q4: 7,157 shares; 2026Q1: 6,943 shares 6,943 $2.18M 0.03% -214 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,835 shares; 2024Q4: 45,889 shares; 2025Q1: 45,889 shares; 2025Q2: 45,889 shares; 2025Q3: 45,566 shares; 2025Q4: 45,383 shares; 2026Q1: 45,378 shares 45,378 $2.17M 0.03% -5 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: 78,647 shares; 2024Q4: 85,550 shares; 2025Q1: 13,447 shares; 2025Q2: 9,446 shares; 2025Q3: 9,281 shares; 2025Q4: 8,536 shares; 2026Q1: 8,515 shares 8,515 $2.13M 0.03% -21 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: 6,279 shares; 2024Q4: 4,740 shares; 2025Q1: 4,519 shares; 2025Q2: 4,465 shares; 2025Q3: 4,394 shares; 2025Q4: 4,187 shares; 2026Q1: 4,772 shares 4,772 $2.12M 0.03% +585 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: 24,482 shares; 2024Q4: 20,447 shares; 2025Q1: 14,512 shares; 2025Q2: 14,204 shares; 2025Q3: 14,065 shares; 2025Q4: 14,546 shares; 2026Q1: 15,889 shares 15,889 $2.1M 0.03% +1,343 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 38,681 shares; 2025Q1: 39,532 shares; 2025Q2: 32,129 shares; 2025Q3: 47,985 shares; 2025Q4: 56,797 shares; 2026Q1: 58,097 shares 58,097 $2.09M 0.03% +1,300 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,152 shares; 2025Q2: 443,719 shares; 2025Q3: 304,737 shares; 2025Q4: 108,656 shares; 2026Q1: 70,840 shares 70,840 $2.06M 0.03% -37,816 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,936 shares; 2025Q3: 40,892 shares; 2025Q4: 41,021 shares; 2026Q1: 39,882 shares 39,882 $2.05M 0.03% -1,139 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,240 shares; 2025Q2: 63,863 shares; 2025Q3: 39,567 shares; 2025Q4: 31,344 shares; 2026Q1: 25,194 shares 25,194 $2.01M 0.03% -6,150 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,404 shares; 2025Q3: 22,924 shares; 2025Q4: 23,864 shares; 2026Q1: 23,661 shares 23,661 $2M 0.03% -203 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,025 shares 51,025 $2M 0.03% new 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: 196,867 shares; 2024Q4: 183,477 shares; 2025Q1: 64,087 shares; 2025Q2: 43,923 shares; 2025Q3: 42,984 shares; 2025Q4: 38,147 shares; 2026Q1: 37,219 shares 37,219 $1.98M 0.03% -928 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: 6,169 shares; 2024Q4: 6,057 shares; 2025Q1: 5,539 shares; 2025Q2: 5,503 shares; 2025Q3: 5,399 shares; 2025Q4: 5,381 shares; 2026Q1: 5,547 shares 5,547 $1.98M 0.03% +166 Timeline FIDI 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: 76,875 shares; 2024Q4: 91,011 shares; 2025Q1: 46,479 shares; 2025Q2: 56,957 shares; 2025Q3: 63,823 shares; 2025Q4: 65,745 shares; 2026Q1: 70,805 shares 70,805 $1.95M 0.03% +5,060 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: 21,676 shares; 2024Q4: 25,930 shares; 2025Q1: 26,392 shares; 2025Q2: 27,047 shares; 2025Q3: 18,017 shares; 2025Q4: 9,879 shares; 2026Q1: 8,728 shares 8,728 $1.89M 0.03% -1,151 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: 16,728 shares; 2024Q4: 15,923 shares; 2025Q1: 17,565 shares; 2025Q2: 16,908 shares; 2025Q3: 16,685 shares; 2025Q4: 18,066 shares; 2026Q1: 16,494 shares 16,494 $1.87M 0.03% -1,572 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: 19,182 shares; 2024Q4: 14,058 shares; 2025Q1: 20,628 shares; 2025Q2: 17,498 shares; 2025Q3: 16,498 shares; 2025Q4: 20,428 shares; 2026Q1: 161,562 shares 161,562 $1.86M 0.03% +141,134 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,720 shares 46,720 $1.86M 0.03% new 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: 17,055 shares; 2024Q4: 17,264 shares; 2025Q1: 13,646 shares; 2025Q2: 6,514 shares; 2025Q3: 5,716 shares; 2025Q4: 7,002 shares; 2026Q1: 7,076 shares 7,076 $1.85M 0.03% +74 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: 14,143 shares; 2024Q4: 13,777 shares; 2025Q1: 13,375 shares; 2025Q2: 13,448 shares; 2025Q3: 12,797 shares; 2025Q4: 12,591 shares; 2026Q1: 11,389 shares 11,389 $1.85M 0.03% -1,202 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: 9,018 shares; 2024Q4: 9,123 shares; 2025Q1: 8,985 shares; 2025Q2: 9,099 shares; 2025Q3: 8,914 shares; 2025Q4: 11,375 shares; 2026Q1: 11,184 shares 11,184 $1.85M 0.03% -191 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: 3,726 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,311 shares; 2025Q3: 5,227 shares; 2025Q4: 5,270 shares; 2026Q1: 5,162 shares 5,162 $1.84M 0.03% -108 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: 18,900 shares; 2024Q4: 18,830 shares; 2025Q1: 18,123 shares; 2025Q2: 15,370 shares; 2025Q3: 14,467 shares; 2025Q4: 13,516 shares; 2026Q1: 18,803 shares 18,803 $1.83M 0.03% +5,287 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: 8,399 shares; 2024Q4: 8,686 shares; 2025Q1: 9,146 shares; 2025Q2: 11,429 shares; 2025Q3: 10,046 shares; 2025Q4: 9,797 shares; 2026Q1: 12,241 shares 12,241 $1.79M 0.03% +2,444 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,785 shares; 2025Q3: 26,278 shares; 2025Q4: 26,534 shares; 2026Q1: 26,302 shares 26,302 $1.79M 0.03% -232 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: 20,810 shares; 2024Q4: 23,467 shares; 2025Q1: 24,199 shares; 2025Q2: 23,575 shares; 2025Q3: 12,212 shares; 2025Q4: 12,370 shares; 2026Q1: 11,356 shares 11,356 $1.79M 0.03% -1,014 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 27,803 shares; 2025Q3: 27,938 shares; 2025Q4: 27,785 shares; 2026Q1: 27,493 shares 27,493 $1.76M 0.03% -292 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: 14,607 shares; 2024Q4: 14,718 shares; 2025Q1: 42,253 shares; 2025Q2: 54,991 shares; 2025Q3: 41,864 shares; 2025Q4: 44,150 shares; 2026Q1: 9,646 shares 9,646 $1.76M 0.03% -34,504 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: 21,558 shares; 2024Q4: 40,113 shares; 2025Q1: 22,361 shares; 2025Q2: 20,348 shares; 2025Q3: 16,315 shares; 2025Q4: 13,706 shares; 2026Q1: 13,517 shares 13,517 $1.73M 0.03% -189 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: 36,049 shares; 2024Q4: 32,920 shares; 2025Q1: 28,697 shares; 2025Q2: 26,816 shares; 2025Q3: 26,379 shares; 2025Q4: 26,431 shares; 2026Q1: 24,993 shares 24,993 $1.71M 0.03% -1,438 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: 36,865 shares; 2024Q4: 36,885 shares; 2025Q1: 35,060 shares; 2025Q2: 28,794 shares; 2025Q3: 19,661 shares; 2025Q4: 18,021 shares; 2026Q1: 10,913 shares 10,913 $1.64M 0.02% -7,108 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,935 shares 10,935 $1.64M 0.02% new 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: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,911 shares; 2025Q4: 22,697 shares; 2026Q1: 22,741 shares 22,741 $1.62M 0.02% +44 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,595 shares 32,595 $1.59M 0.02% new 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: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 2,968 shares; 2025Q2: 3,013 shares; 2025Q3: 3,113 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares 3,343 $1.55M 0.02% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,782 shares; 2025Q1: 4,782 shares; 2025Q2: 4,782 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,782 shares 4,782 $1.54M 0.02% 0 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: 13,829 shares; 2024Q4: 12,752 shares; 2025Q1: 14,519 shares; 2025Q2: 14,079 shares; 2025Q3: 15,050 shares; 2025Q4: 14,670 shares; 2026Q1: 15,856 shares 15,856 $1.53M 0.02% +1,186 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 10,691 shares; 2025Q1: 10,579 shares; 2025Q2: 12,841 shares; 2025Q3: 12,199 shares; 2025Q4: 11,017 shares; 2026Q1: 9,937 shares 9,937 $1.52M 0.02% -1,080 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: 11,687 shares; 2024Q4: 4,599 shares; 2025Q1: 4,884 shares; 2025Q2: 4,889 shares; 2025Q3: 34,312 shares; 2025Q4: 29,678 shares; 2026Q1: 5,458 shares 5,458 $1.52M 0.02% -24,220 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: 5,700 shares; 2024Q4: 5,616 shares; 2025Q1: 5,611 shares; 2025Q2: 5,646 shares; 2025Q3: 5,665 shares; 2025Q4: 5,589 shares; 2026Q1: 5,553 shares 5,553 $1.48M 0.02% -36 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,817 shares; 2024Q4: 65,451 shares; 2025Q1: 50,483 shares; 2025Q2: 47,383 shares; 2025Q3: 32,833 shares; 2025Q4: 29,133 shares; 2026Q1: 26,733 shares 26,733 $1.45M 0.02% -2,400 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: 8,054 shares; 2024Q4: 25,104 shares; 2025Q1: 85,710 shares; 2025Q2: 330,930 shares; 2025Q3: 253,442 shares; 2025Q4: 70,445 shares; 2026Q1: 47,164 shares 47,164 $1.45M 0.02% -23,281 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,910 shares; 2025Q1: 10,014 shares; 2025Q2: 14,547 shares; 2025Q3: 14,329 shares; 2025Q4: 14,761 shares; 2026Q1: 14,539 shares 14,539 $1.4M 0.02% -222 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: 13,857 shares; 2024Q4: 15,620 shares; 2025Q1: 15,006 shares; 2025Q2: 13,469 shares; 2025Q3: 13,006 shares; 2025Q4: 12,460 shares; 2026Q1: 9,584 shares 9,584 $1.4M 0.02% -2,876 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: 1,846 shares; 2024Q4: 1,860 shares; 2025Q1: 1,682 shares; 2025Q2: 1,751 shares; 2025Q3: 1,770 shares; 2025Q4: 1,927 shares; 2026Q1: 2,039 shares 2,039 $1.39M 0.02% +112 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: 9,596 shares; 2024Q4: 9,979 shares; 2025Q1: 9,130 shares; 2025Q2: 8,932 shares; 2025Q3: 8,903 shares; 2025Q4: 11,799 shares; 2026Q1: 11,599 shares 11,599 $1.38M 0.02% -200 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 6,097 shares; 2025Q1: 7,397 shares; 2025Q2: 7,397 shares; 2025Q3: 7,397 shares; 2025Q4: 7,397 shares; 2026Q1: 7,397 shares 7,397 $1.35M 0.02% 0 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: 16,223 shares; 2024Q4: 15,925 shares; 2025Q1: 7,694 shares; 2025Q2: 6,550 shares; 2025Q3: 6,388 shares; 2025Q4: 6,667 shares; 2026Q1: 6,209 shares 6,209 $1.35M 0.02% -458 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: 15,051 shares; 2024Q4: 14,958 shares; 2025Q1: 13,960 shares; 2025Q2: 13,194 shares; 2025Q3: 10,567 shares; 2025Q4: 9,155 shares; 2026Q1: 9,186 shares 9,186 $1.33M 0.02% +31 Timeline WCMI 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: 80,585 shares; 2026Q1: 78,783 shares 78,783 $1.32M 0.02% -1,802 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: 70,865 shares; 2024Q4: 68,603 shares; 2025Q1: 48,715 shares; 2025Q2: 13,433 shares; 2025Q3: 6,374 shares; 2025Q4: 5,400 shares; 2026Q1: 4,651 shares 4,651 $1.26M 0.02% -749 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: 5,655 shares; 2025Q1: 5,955 shares; 2025Q2: 6,031 shares; 2025Q3: 6,031 shares; 2025Q4: 6,289 shares; 2026Q1: 5,546 shares 5,546 $1.24M 0.02% -743 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $1.23M 0.02% 0 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: 17,112 shares; 2024Q4: 24,176 shares; 2025Q1: 29,636 shares; 2025Q2: 17,708 shares; 2025Q3: 18,728 shares; 2025Q4: 19,450 shares; 2026Q1: 21,548 shares 21,548 $1.22M 0.02% +2,098 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,031 shares; 2024Q4: 81,081 shares; 2025Q1: 110,745 shares; 2025Q2: 132,532 shares; 2025Q3: 47,520 shares; 2025Q4: 37,271 shares; 2026Q1: 32,368 shares 32,368 $1.2M 0.02% -4,903 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: 5,566 shares; 2024Q4: 5,468 shares; 2025Q1: 4,645 shares; 2025Q2: 4,618 shares; 2025Q3: 4,074 shares; 2025Q4: 4,000 shares; 2026Q1: 4,103 shares 4,103 $1.2M 0.02% +103 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: 37,968 shares; 2024Q4: 15,917 shares; 2025Q1: 16,617 shares; 2025Q2: 13,216 shares; 2025Q3: 11,943 shares; 2025Q4: 11,165 shares; 2026Q1: 4,480 shares 4,480 $1.2M 0.02% -6,685 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,168 shares; 2024Q4: 52,499 shares; 2025Q1: 50,054 shares; 2025Q2: 50,090 shares; 2025Q3: 49,942 shares; 2025Q4: 49,942 shares; 2026Q1: 48,186 shares 48,186 $1.19M 0.02% -1,756 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: 1,375,656 shares; 2024Q4: 17,612 shares; 2025Q1: 16,345 shares; 2025Q2: 15,803 shares; 2025Q3: 14,970 shares; 2025Q4: 14,585 shares; 2026Q1: 12,232 shares 12,232 $1.18M 0.02% -2,353 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,241 shares; 2025Q2: 208,028 shares; 2025Q3: 152,593 shares; 2025Q4: 47,279 shares; 2026Q1: 22,866 shares 22,866 $1.15M 0.02% -24,413 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,786 shares; 2026Q1: 12,252 shares 12,252 $1.11M 0.02% -63,534 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 6,919 shares; 2025Q1: 6,946 shares; 2025Q2: 9,422 shares; 2025Q3: 11,134 shares; 2025Q4: 11,160 shares; 2026Q1: 11,761 shares 11,761 $1.09M 0.02% +601 Timeline FDVV 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: 4,511 shares; 2024Q4: 10,807 shares; 2025Q1: 10,657 shares; 2025Q2: 17,812 shares; 2025Q3: 18,627 shares; 2025Q4: 19,554 shares; 2026Q1: 19,791 shares 19,791 $1.09M 0.02% +237 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: 72,701 shares; 2024Q4: 71,854 shares; 2025Q1: 58,357 shares; 2025Q2: 52,178 shares; 2025Q3: 23,936 shares; 2025Q4: 26,668 shares; 2026Q1: 21,876 shares 21,876 $1.09M 0.02% -4,792 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,381 shares; 2024Q4: 161,358 shares; 2025Q1: 157,987 shares; 2025Q2: 40,383 shares; 2025Q3: 31,089 shares; 2025Q4: 28,029 shares; 2026Q1: 27,105 shares 27,105 $1.09M 0.02% -924 Timeline KZIA KAZIA THERAPEUTICS LTD More: the full row for KAZIA THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,469 shares 142,469 $1.06M 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,332 shares; 2025Q1: 16,103 shares; 2025Q2: 49,053 shares; 2025Q3: 53,888 shares; 2025Q4: 55,359 shares; 2026Q1: 61,941 shares 61,941 $1.05M 0.02% +6,582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,680 shares; 2026Q1: 13,444 shares 13,444 $1.04M 0.02% -13,236 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,042 shares; 2024Q4: 214,042 shares; 2025Q1: 214,042 shares; 2025Q2: 214,042 shares; 2025Q3: 214,042 shares; 2025Q4: 214,042 shares; 2026Q1: 214,042 shares 214,042 $1.03M 0.02% 0 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: 14,858 shares; 2024Q4: 14,192 shares; 2025Q1: 14,084 shares; 2025Q2: 13,949 shares; 2025Q3: 13,949 shares; 2025Q4: 13,949 shares; 2026Q1: 13,143 shares 13,143 $1.03M 0.02% -806 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 15,849 shares; 2025Q1: 17,275 shares; 2025Q2: 42,535 shares; 2025Q3: 47,427 shares; 2025Q4: 14,216 shares; 2026Q1: 11,688 shares 11,688 $1.01M 0.02% -2,528 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: 87,026 shares; 2024Q4: 88,575 shares; 2025Q1: 25,881 shares; 2025Q2: 27,997 shares; 2025Q3: 27,244 shares; 2025Q4: 26,923 shares; 2026Q1: 22,075 shares 22,075 $1.01M 0.02% -4,848 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,737 shares; 2024Q4: 74,081 shares; 2025Q1: 71,789 shares; 2025Q2: 29,915 shares; 2025Q3: 27,079 shares; 2025Q4: 24,622 shares; 2026Q1: 23,569 shares 23,569 $1M 0.01% -1,053 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,815 shares; 2025Q2: 6,796 shares; 2025Q3: 6,796 shares; 2025Q4: 8,810 shares; 2026Q1: 8,810 shares 8,810 $986K 0.01% 0 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: 11,015 shares; 2024Q4: 12,083 shares; 2025Q1: 9,090 shares; 2025Q2: 7,694 shares; 2025Q3: 7,349 shares; 2025Q4: 21,823 shares; 2026Q1: 19,966 shares 19,966 $986K 0.01% -1,857 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: 13,525 shares; 2024Q4: 14,537 shares; 2025Q1: 11,397 shares; 2025Q2: 5,794 shares; 2025Q3: 8,237 shares; 2025Q4: 12,527 shares; 2026Q1: 8,887 shares 8,887 $985K 0.01% -3,640 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: 8,583 shares; 2024Q4: 8,640 shares; 2025Q1: 9,301 shares; 2025Q2: 8,760 shares; 2025Q3: 8,529 shares; 2025Q4: 12,028 shares; 2026Q1: 11,056 shares 11,056 $981K 0.01% -972 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: 11,258 shares; 2024Q4: 11,365 shares; 2025Q1: 13,035 shares; 2025Q2: 13,503 shares; 2025Q3: 2,763 shares; 2025Q4: 2,034 shares; 2026Q1: 2,114 shares 2,114 $975K 0.01% +80 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,594 shares; 2025Q1: 7,594 shares; 2025Q2: 8,478 shares; 2025Q3: 7,107 shares; 2025Q4: 7,131 shares; 2026Q1: 7,356 shares 7,356 $972K 0.01% +225 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 53,863 shares; 2025Q3: 597,233 shares; 2025Q4: 595,328 shares; 2026Q1: 595,127 shares 595,127 $964K 0.01% -201 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,097 shares; 2025Q1: 3,092 shares; 2025Q2: 2,946 shares; 2025Q3: 2,845 shares; 2025Q4: 2,885 shares; 2026Q1: 2,467 shares 2,467 $963K 0.01% -418 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,158 shares; 2025Q1: 30,670 shares; 2025Q2: 32,821 shares; 2025Q3: 32,115 shares; 2025Q4: 31,689 shares; 2026Q1: 4,642 shares 4,642 $962K 0.01% -27,047 Timeline LEGR 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: 27,521 shares; 2025Q2: 93,983 shares; 2025Q3: 69,198 shares; 2025Q4: 27,916 shares; 2026Q1: 16,578 shares 16,578 $958K 0.01% -11,338 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES 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: 56,604 shares 56,604 $954K 0.01% new 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: 166,686 shares; 2024Q4: 91,958 shares; 2025Q1: 91,596 shares; 2025Q2: not reported; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares; 2026Q1: 7,003 shares 7,003 $949K 0.01% -2,452 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: 5,206 shares; 2024Q4: 4,964 shares; 2025Q1: 4,964 shares; 2025Q2: 4,965 shares; 2025Q3: 4,953 shares; 2025Q4: 4,631 shares; 2026Q1: 4,461 shares 4,461 $930K 0.01% -170 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,522 shares; 2025Q1: 13,395 shares; 2025Q2: 13,445 shares; 2025Q3: 13,293 shares; 2025Q4: 12,275 shares; 2026Q1: 12,275 shares 12,275 $928K 0.01% 0 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: not reported; 2024Q4: 2,438 shares; 2025Q1: 1,697 shares; 2025Q2: 1,649 shares; 2025Q3: 2,172 shares; 2025Q4: 7,486 shares; 2026Q1: 5,716 shares 5,716 $924K 0.01% -1,770 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,292 shares; 2025Q1: 2,222 shares; 2025Q2: 3,174 shares; 2025Q3: 3,879 shares; 2025Q4: 4,208 shares; 2026Q1: 4,435 shares 4,435 $914K 0.01% +227 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,577 shares; 2025Q1: 2,605 shares; 2025Q2: 2,731 shares; 2025Q3: 2,651 shares; 2025Q4: 2,413 shares; 2026Q1: 2,142 shares 2,142 $911K 0.01% -271 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,159 shares; 2024Q4: 27,038 shares; 2025Q1: 25,246 shares; 2025Q2: 25,246 shares; 2025Q3: 25,101 shares; 2025Q4: 24,866 shares; 2026Q1: 24,737 shares 24,737 $909K 0.01% -129 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,741 shares 2,741 $907K 0.01% new 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: 4,578 shares; 2024Q4: 4,707 shares; 2025Q1: 4,477 shares; 2025Q2: 4,820 shares; 2025Q3: 4,866 shares; 2025Q4: 6,544 shares; 2026Q1: 6,884 shares 6,884 $901K 0.01% +340 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: 126,551 shares; 2024Q4: 132,457 shares; 2025Q1: 133,716 shares; 2025Q2: 131,887 shares; 2025Q3: 57,340 shares; 2025Q4: 43,010 shares; 2026Q1: 9,757 shares 9,757 $899K 0.01% -33,253 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,642 shares; 2026Q1: 4,373 shares 4,373 $894K 0.01% +731 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares 5,865 $894K 0.01% 0 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: 16,927 shares; 2024Q4: 11,969 shares; 2025Q1: 9,351 shares; 2025Q2: 8,238 shares; 2025Q3: 6,963 shares; 2025Q4: 7,252 shares; 2026Q1: 7,915 shares 7,915 $889K 0.01% +663 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 5,850 shares; 2025Q1: 6,355 shares; 2025Q2: 6,526 shares; 2025Q3: 6,374 shares; 2025Q4: 6,326 shares; 2026Q1: 5,849 shares 5,849 $882K 0.01% -477 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: 14,751 shares; 2024Q4: 14,477 shares; 2025Q1: 9,735 shares; 2025Q2: 4,432 shares; 2025Q3: 4,335 shares; 2025Q4: 7,240 shares; 2026Q1: 4,263 shares 4,263 $877K 0.01% -2,977 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 42,383 shares; 2025Q1: 29,594 shares; 2025Q2: 27,034 shares; 2025Q3: 25,869 shares; 2025Q4: 27,696 shares; 2026Q1: 27,928 shares 27,928 $865K 0.01% +232 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: 12,842 shares; 2024Q4: 8,420 shares; 2025Q1: 8,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 7,065 shares 7,065 $852K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 9,662 shares; 2025Q1: 9,996 shares; 2025Q2: 9,586 shares; 2025Q3: 8,186 shares; 2025Q4: 8,590 shares; 2026Q1: 7,986 shares 7,986 $845K 0.01% -604 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,054 shares; 2026Q1: 32,293 shares 32,293 $823K 0.01% +14,239 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: 17,039 shares; 2024Q4: 12,345 shares; 2025Q1: 12,158 shares; 2025Q2: 11,627 shares; 2025Q3: 12,432 shares; 2025Q4: 14,660 shares; 2026Q1: 12,255 shares 12,255 $809K 0.01% -2,405 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,366 shares; 2025Q1: 7,910 shares; 2025Q2: 7,430 shares; 2025Q3: 6,932 shares; 2025Q4: 5,051 shares; 2026Q1: 5,517 shares 5,517 $785K 0.01% +466 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: 19,955 shares; 2024Q4: 19,477 shares; 2025Q1: 5,816 shares; 2025Q2: 5,233 shares; 2025Q3: 5,091 shares; 2025Q4: 5,787 shares; 2026Q1: 5,395 shares 5,395 $784K 0.01% -392 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: 23,297 shares; 2024Q4: 16,705 shares; 2025Q1: 8,554 shares; 2025Q2: 8,284 shares; 2025Q3: 7,432 shares; 2025Q4: 7,669 shares; 2026Q1: 7,219 shares 7,219 $781K 0.01% -450 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: 8,972 shares; 2024Q4: 14,498 shares; 2025Q1: 15,635 shares; 2025Q2: 15,814 shares; 2025Q3: 12,672 shares; 2025Q4: 12,658 shares; 2026Q1: 12,543 shares 12,543 $770K 0.01% -115 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,747 shares; 2025Q3: 7,243 shares; 2025Q4: 6,837 shares; 2026Q1: 19,462 shares 19,462 $760K 0.01% +12,625 Timeline DFEM 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: 193,586 shares; 2024Q4: 177,841 shares; 2025Q1: 56,516 shares; 2025Q2: 38,129 shares; 2025Q3: 24,805 shares; 2025Q4: 21,673 shares; 2026Q1: 21,982 shares 21,982 $759K 0.01% +309 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,061 shares; 2025Q2: 38,519 shares; 2025Q3: 22,851 shares; 2025Q4: 18,008 shares; 2026Q1: 14,004 shares 14,004 $757K 0.01% -4,004 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: 10,943 shares; 2024Q4: 10,873 shares; 2025Q1: 10,806 shares; 2025Q2: 9,494 shares; 2025Q3: 9,426 shares; 2025Q4: 7,816 shares; 2026Q1: 6,230 shares 6,230 $755K 0.01% -1,586 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,381 shares; 2024Q4: 11,604 shares; 2025Q1: 11,604 shares; 2025Q2: 11,609 shares; 2025Q3: 11,609 shares; 2025Q4: 14,214 shares; 2026Q1: 37,330 shares 37,330 $748K 0.01% +23,116 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: 14,435 shares; 2024Q4: 14,731 shares; 2025Q1: 13,187 shares; 2025Q2: 13,367 shares; 2025Q3: 13,311 shares; 2025Q4: 13,240 shares; 2026Q1: 13,195 shares 13,195 $743K 0.01% -45 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: 4,995 shares; 2024Q4: 5,545 shares; 2025Q1: 5,533 shares; 2025Q2: 5,438 shares; 2025Q3: 5,438 shares; 2025Q4: 5,343 shares; 2026Q1: 5,570 shares 5,570 $729K 0.01% +227 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: 10,633 shares; 2024Q4: 10,567 shares; 2025Q1: 13,715 shares; 2025Q2: 13,582 shares; 2025Q3: 13,535 shares; 2025Q4: 13,721 shares; 2026Q1: 14,014 shares 14,014 $729K 0.01% +293 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: 3,014 shares; 2024Q4: 2,775 shares; 2025Q1: 2,394 shares; 2025Q2: 2,123 shares; 2025Q3: 2,069 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $726K 0.01% 0 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: 14,980 shares; 2024Q4: 13,994 shares; 2025Q1: 6,017 shares; 2025Q2: 6,011 shares; 2025Q3: 5,931 shares; 2025Q4: 13,953 shares; 2026Q1: 1,676 shares 1,676 $725K 0.01% -12,277 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: 4,605 shares; 2024Q4: 5,256 shares; 2025Q1: 5,226 shares; 2025Q2: 6,302 shares; 2025Q3: 6,271 shares; 2025Q4: 6,256 shares; 2026Q1: 6,351 shares 6,351 $720K 0.01% +95 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 3,845 shares; 2025Q1: 3,976 shares; 2025Q2: 3,841 shares; 2025Q3: 3,551 shares; 2025Q4: 3,553 shares; 2026Q1: 3,625 shares 3,625 $717K 0.01% +72 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 5,452 shares; 2025Q1: 6,363 shares; 2025Q2: 2,083 shares; 2025Q3: 2,048 shares; 2025Q4: 2,067 shares; 2026Q1: 2,030 shares 2,030 $713K 0.01% -37 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 7,175 shares; 2025Q1: 7,145 shares; 2025Q2: 7,020 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares 3,645 $709K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,893 shares; 2025Q1: 3,743 shares; 2025Q2: 3,398 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares; 2026Q1: 3,144 shares 3,144 $709K 0.01% -228 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: 4,313 shares; 2024Q4: 6,109 shares; 2025Q1: 3,428 shares; 2025Q2: 2,903 shares; 2025Q3: 2,688 shares; 2025Q4: 4,995 shares; 2026Q1: 4,819 shares 4,819 $706K 0.01% -176 Timeline ALC ALCON AG More: the full row for ALCON AG 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: 9,234 shares 9,234 $696K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 2,929 shares; 2025Q1: 26,545 shares; 2025Q2: 30,278 shares; 2025Q3: 27,588 shares; 2025Q4: 19,987 shares; 2026Q1: 4,095 shares 4,095 $693K 0.01% -15,892 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION 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: 37,159 shares; 2025Q3: 300,290 shares; 2025Q4: 303,314 shares; 2026Q1: 280,904 shares 280,904 $680K 0.01% -22,410 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 13,158 shares; 2026Q1: 12,318 shares 12,318 $667K 0.01% -840 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 11,002 shares; 2025Q1: 10,795 shares; 2025Q2: 11,716 shares; 2025Q3: 10,177 shares; 2025Q4: 29,967 shares; 2026Q1: 33,675 shares 33,675 $665K 0.01% +3,708 Timeline KNG 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: 49,234 shares; 2025Q2: 177,271 shares; 2025Q3: 130,798 shares; 2025Q4: 20,831 shares; 2026Q1: 13,519 shares 13,519 $659K 0.01% -7,312 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: 27,389 shares; 2024Q4: 21,934 shares; 2025Q1: 22,799 shares; 2025Q2: 23,054 shares; 2025Q3: 5,281 shares; 2025Q4: 4,613 shares; 2026Q1: 2,686 shares 2,686 $653K 0.01% -1,927 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 7,657 shares; 2026Q1: 6,414 shares 6,414 $646K 0.01% -1,243 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 37,673 shares; 2026Q1: 37,673 shares 37,673 $644K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 11,992 shares; 2025Q1: 12,582 shares; 2025Q2: 12,241 shares; 2025Q3: 12,155 shares; 2025Q4: 12,075 shares; 2026Q1: 11,588 shares 11,588 $640K 0.01% -487 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,423 shares 24,423 $637K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,779 shares; 2025Q3: 7,278 shares; 2025Q4: 7,156 shares; 2026Q1: 6,779 shares 6,779 $628K 0.01% -377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,411 shares; 2026Q1: 7,486 shares 7,486 $617K 0.01% +75 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: 1,030 shares; 2024Q4: 1,855 shares; 2025Q1: 1,716 shares; 2025Q2: 1,806 shares; 2025Q3: 1,729 shares; 2025Q4: 10,086 shares; 2026Q1: 5,644 shares 5,644 $615K 0.01% -4,442 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,063 shares; 2024Q4: 9,129 shares; 2025Q1: 12,132 shares; 2025Q2: 14,544 shares; 2025Q3: 13,634 shares; 2025Q4: 6,060 shares; 2026Q1: 5,822 shares 5,822 $603K 0.01% -238 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,965 shares; 2024Q4: 62,079 shares; 2025Q1: 19,621 shares; 2025Q2: 16,484 shares; 2025Q3: 15,625 shares; 2025Q4: 14,939 shares; 2026Q1: 13,117 shares 13,117 $597K 0.01% -1,822 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: 9,525 shares; 2026Q1: 7,707 shares 7,707 $587K 0.01% -1,818 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,265 shares; 2025Q4: 1,952 shares; 2026Q1: 2,822 shares 2,822 $582K 0.01% +870 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: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,151 shares; 2025Q4: 2,171 shares; 2026Q1: 2,137 shares 2,137 $582K 0.01% -34 Timeline JEPQ 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: 16,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: not reported; 2025Q4: 10,224 shares; 2026Q1: 10,421 shares 10,421 $579K 0.01% +197 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: 4,887 shares; 2024Q4: 4,722 shares; 2025Q1: 4,788 shares; 2025Q2: 4,575 shares; 2025Q3: 4,673 shares; 2025Q4: 5,286 shares; 2026Q1: 5,865 shares 5,865 $574K 0.01% +579 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: 2,767 shares; 2024Q4: 2,751 shares; 2025Q1: 2,487 shares; 2025Q2: 2,634 shares; 2025Q3: 2,580 shares; 2025Q4: 2,436 shares; 2026Q1: 2,889 shares 2,889 $573K 0.01% +453 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: 6,032 shares; 2024Q4: 7,789 shares; 2025Q1: 6,422 shares; 2025Q2: 7,368 shares; 2025Q3: 8,306 shares; 2025Q4: 7,518 shares; 2026Q1: 5,745 shares 5,745 $570K 0.01% -1,773 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,906 shares 7,906 $567K 0.01% new 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: 991 shares; 2024Q4: 985 shares; 2025Q1: 9,881 shares; 2025Q2: 8,201 shares; 2025Q3: 1,294 shares; 2025Q4: 5,140 shares; 2026Q1: 5,402 shares 5,402 $565K 0.01% +262 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 23,861 shares; 2025Q1: 21,086 shares; 2025Q2: 33,337 shares; 2025Q3: 37,555 shares; 2025Q4: 37,358 shares; 2026Q1: 27,282 shares 27,282 $565K 0.01% -10,076 Timeline DON 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: 10,812 shares; 2024Q4: 10,530 shares; 2025Q1: 47,938 shares; 2025Q2: 37,555 shares; 2025Q3: 24,747 shares; 2025Q4: 17,164 shares; 2026Q1: 10,684 shares 10,684 $561K 0.01% -6,480 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: 8,560 shares; 2024Q4: 8,560 shares; 2025Q1: 9,307 shares; 2025Q2: 9,907 shares; 2025Q3: 9,737 shares; 2025Q4: 8,378 shares; 2026Q1: 8,118 shares 8,118 $553K 0.01% -260 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 4,819 shares; 2025Q1: 5,251 shares; 2025Q2: 4,551 shares; 2025Q3: 4,600 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares 4,529 $549K 0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,479 shares; 2025Q4: 9,214 shares; 2026Q1: 9,409 shares 9,409 $544K 0.01% +195 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: 9,695 shares; 2024Q4: 9,721 shares; 2025Q1: 9,695 shares; 2025Q2: 9,695 shares; 2025Q3: 9,695 shares; 2025Q4: 9,000 shares; 2026Q1: 9,038 shares 9,038 $543K 0.01% +38 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: 3,545 shares; 2024Q4: 10,937 shares; 2025Q1: 3,362 shares; 2025Q2: 3,297 shares; 2025Q3: 3,376 shares; 2025Q4: 10,688 shares; 2026Q1: 8,865 shares 8,865 $543K 0.01% -1,823 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 24,473 shares; 2025Q1: 24,473 shares; 2025Q2: 24,473 shares; 2025Q3: 57,840 shares; 2025Q4: 57,840 shares; 2026Q1: 104,155 shares 104,155 $540K 0.01% +46,315 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,091 shares; 2026Q1: 9,467 shares 9,467 $539K 0.01% +376 Timeline TAL TAL ED GROUP More: the full row for TAL ED GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,930 shares; 2025Q4: 40,783 shares; 2026Q1: 47,234 shares 47,234 $537K 0.01% +6,451 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,200 shares; 2025Q3: 4,205 shares; 2025Q4: 4,805 shares; 2026Q1: 10,759 shares 10,759 $534K 0.01% +5,954 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,144 shares; 2025Q1: 2,183 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $531K 0.01% 0 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: 2,842 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares 5,688 $528K 0.01% 0 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: 4,464 shares; 2024Q4: 4,362 shares; 2025Q1: 4,315 shares; 2025Q2: 3,374 shares; 2025Q3: 3,216 shares; 2025Q4: 3,496 shares; 2026Q1: 3,587 shares 3,587 $523K 0.01% +91 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 6,099 shares; 2025Q4: 5,803 shares; 2026Q1: 5,367 shares 5,367 $520K 0.01% -436 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,696 shares; 2024Q4: 258,286 shares; 2025Q1: 156,891 shares; 2025Q2: 96,092 shares; 2025Q3: 57,713 shares; 2025Q4: 35,845 shares; 2026Q1: 20,596 shares 20,596 $513K 0.01% -15,249 Timeline DFSV 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: 197,749 shares; 2024Q4: 189,795 shares; 2025Q1: 91,450 shares; 2025Q2: 23,600 shares; 2025Q3: 19,491 shares; 2025Q4: 16,860 shares; 2026Q1: 14,580 shares 14,580 $511K 0.01% -2,280 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 12,494 shares; 2025Q1: 12,494 shares; 2025Q2: 10,614 shares; 2025Q3: not reported; 2025Q4: 19,509 shares; 2026Q1: 17,330 shares 17,330 $504K 0.01% -2,179 Timeline VSS 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: 4,657 shares; 2024Q4: 4,215 shares; 2025Q1: 3,970 shares; 2025Q2: 3,941 shares; 2025Q3: 3,938 shares; 2025Q4: 3,938 shares; 2026Q1: 3,440 shares 3,440 $502K 0.01% -498 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 4,660 shares; 2025Q1: 4,601 shares; 2025Q2: 5,788 shares; 2025Q3: 4,988 shares; 2025Q4: 5,621 shares; 2026Q1: 6,065 shares 6,065 $500K 0.01% +444 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: 8,012 shares; 2024Q4: 7,065 shares; 2025Q1: 6,733 shares; 2025Q2: 6,733 shares; 2025Q3: 6,733 shares; 2025Q4: 7,924 shares; 2026Q1: 8,782 shares 8,782 $499K 0.01% +858 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: 150,593 shares; 2024Q4: 136,434 shares; 2025Q1: 23,538 shares; 2025Q2: 17,536 shares; 2025Q3: 16,600 shares; 2025Q4: 12,664 shares; 2026Q1: 8,627 shares 8,627 $497K 0.01% -4,037 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: 10,326 shares; 2024Q4: 6,117 shares; 2025Q1: 8,082 shares; 2025Q2: 9,958 shares; 2025Q3: 9,147 shares; 2025Q4: 9,725 shares; 2026Q1: 6,685 shares 6,685 $497K 0.01% -3,040 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: 7,910 shares; 2024Q4: 2,278 shares; 2025Q1: 2,210 shares; 2025Q2: 2,020 shares; 2025Q3: 2,694 shares; 2025Q4: 3,530 shares; 2026Q1: 2,328 shares 2,328 $492K 0.01% -1,202 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: not reported; 2024Q4: 3,864 shares; 2025Q1: 3,734 shares; 2025Q2: 4,148 shares; 2025Q3: 4,694 shares; 2025Q4: 4,605 shares; 2026Q1: 3,613 shares 3,613 $490K 0.01% -992 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 16,510 shares; 2025Q1: 14,195 shares; 2025Q2: 13,956 shares; 2025Q3: 13,283 shares; 2025Q4: 12,266 shares; 2026Q1: 10,805 shares 10,805 $489K 0.01% -1,461 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 5,914 shares; 2025Q1: 6,012 shares; 2025Q2: 6,780 shares; 2025Q3: 6,589 shares; 2025Q4: 7,337 shares; 2026Q1: 8,801 shares 8,801 $486K 0.01% +1,464 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747,955 shares; 2024Q4: 29,082 shares; 2025Q1: 16,055 shares; 2025Q2: 14,514 shares; 2025Q3: 13,511 shares; 2025Q4: 12,636 shares; 2026Q1: 11,490 shares 11,490 $485K 0.01% -1,146 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,610 shares; 2025Q3: 13,821 shares; 2025Q4: 22,508 shares; 2026Q1: 9,570 shares 9,570 $484K 0.01% -12,938 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,177 shares; 2025Q1: 1,779 shares; 2025Q2: 1,715 shares; 2025Q3: 1,857 shares; 2025Q4: 1,649 shares; 2026Q1: 1,593 shares 1,593 $484K 0.01% -56 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,312 shares 2,312 $481K 0.01% -300 Timeline IYW 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: 3,067 shares; 2024Q4: 3,074 shares; 2025Q1: 3,313 shares; 2025Q2: 3,206 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,629 shares 2,629 $477K 0.01% -261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,554 shares; 2025Q4: 5,154 shares; 2026Q1: 5,178 shares 5,178 $475K 0.01% +24 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024 $466K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,305 shares; 2025Q1: 3,455 shares; 2025Q2: 3,456 shares; 2025Q3: 3,664 shares; 2025Q4: 3,676 shares; 2026Q1: 3,913 shares 3,913 $464K 0.01% +237 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,356 shares; 2024Q4: 50,356 shares; 2025Q1: 50,025 shares; 2025Q2: 48,789 shares; 2025Q3: 46,871 shares; 2025Q4: 40,262 shares; 2026Q1: 32,261 shares 32,261 $463K 0.01% -8,001 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: 16,895 shares; 2024Q4: 16,331 shares; 2025Q1: 18,843 shares; 2025Q2: 15,268 shares; 2025Q3: 13,709 shares; 2025Q4: 18,782 shares; 2026Q1: 13,737 shares 13,737 $461K 0.01% -5,045 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: 15,161 shares; 2024Q4: 15,794 shares; 2025Q1: 14,292 shares; 2025Q2: 12,610 shares; 2025Q3: 8,423 shares; 2025Q4: 11,921 shares; 2026Q1: 8,476 shares 8,476 $458K 0.01% -3,445 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: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,479 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares 2,451 $452K 0.01% 0 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: 1,346 shares; 2024Q4: 1,347 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares; 2025Q4: 1,286 shares; 2026Q1: 1,420 shares 1,420 $452K 0.01% +134 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 11,007 shares; 2025Q1: 10,329 shares; 2025Q2: 5,606 shares; 2025Q3: 5,179 shares; 2025Q4: 4,211 shares; 2026Q1: 4,082 shares 4,082 $451K 0.01% -129 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: 4,334 shares; 2024Q4: 4,333 shares; 2025Q1: 4,779 shares; 2025Q2: 3,508 shares; 2025Q3: 3,333 shares; 2025Q4: 3,486 shares; 2026Q1: 3,512 shares 3,512 $450K 0.01% +26 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,762 shares; 2024Q4: 100,751 shares; 2025Q1: 40,930 shares; 2025Q2: 25,934 shares; 2025Q3: 18,182 shares; 2025Q4: 15,051 shares; 2026Q1: 11,408 shares 11,408 $450K 0.01% -3,643 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: 17,146 shares; 2024Q4: 20,288 shares; 2025Q1: 12,610 shares; 2025Q2: 12,434 shares; 2025Q3: 10,654 shares; 2025Q4: 10,792 shares; 2026Q1: 10,864 shares 10,864 $446K 0.01% +72 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,442 shares; 2025Q1: 4,435 shares; 2025Q2: 3,756 shares; 2025Q3: 3,988 shares; 2025Q4: 4,919 shares; 2026Q1: 4,882 shares 4,882 $443K 0.01% -37 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares 3,898 $433K 0.01% new 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: 154,850 shares; 2024Q4: 121,977 shares; 2025Q1: 17,416 shares; 2025Q2: 1,903 shares; 2025Q3: 1,586 shares; 2025Q4: 3,283 shares; 2026Q1: 3,152 shares 3,152 $433K 0.01% -131 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 40,863 shares; 2025Q1: 39,693 shares; 2025Q2: 14,308 shares; 2025Q3: 11,332 shares; 2025Q4: 11,277 shares; 2026Q1: 11,237 shares 11,237 $432K 0.01% -40 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,705 shares; 2025Q4: 7,763 shares; 2026Q1: 5,691 shares 5,691 $429K 0.01% -2,072 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: 10,311 shares; 2024Q4: 11,285 shares; 2025Q1: 8,286 shares; 2025Q2: 9,821 shares; 2025Q3: 9,456 shares; 2025Q4: 7,850 shares; 2026Q1: 8,120 shares 8,120 $429K 0.01% +270 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: 4,352 shares; 2024Q4: 2,824 shares; 2025Q1: 2,699 shares; 2025Q2: 876 shares; 2025Q3: 771 shares; 2025Q4: 740 shares; 2026Q1: 761 shares 761 $429K 0.01% +21 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: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares; 2026Q1: 3,541 shares 3,541 $428K 0.01% -7 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: 3,287 shares; 2024Q4: 3,179 shares; 2025Q1: 3,072 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares; 2026Q1: 3,089 shares 3,089 $427K 0.01% -105 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,386 shares; 2026Q1: 6,146 shares 6,146 $424K 0.01% +760 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,961 shares; 2024Q4: 41,988 shares; 2025Q1: 41,481 shares; 2025Q2: 41,309 shares; 2025Q3: 41,014 shares; 2025Q4: 5,459 shares; 2026Q1: 3,454 shares 3,454 $422K 0.01% -2,005 Timeline DTD 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: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,787 shares 4,787 $413K 0.01% 0 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: 14,118 shares; 2024Q4: 11,723 shares; 2025Q1: 11,496 shares; 2025Q2: 7,403 shares; 2025Q3: 7,308 shares; 2025Q4: 7,112 shares; 2026Q1: 6,949 shares 6,949 $412K 0.01% -163 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 7,622 shares; 2025Q1: 7,221 shares; 2025Q2: 8,612 shares; 2025Q3: 7,995 shares; 2025Q4: 8,117 shares; 2026Q1: 6,719 shares 6,719 $411K 0.01% -1,398 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 19,287 shares; 2025Q1: 16,771 shares; 2025Q2: 16,672 shares; 2025Q3: 16,772 shares; 2025Q4: 16,871 shares; 2026Q1: 16,966 shares 16,966 $404K 0.01% +95 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: 7,225 shares; 2024Q4: 2,972 shares; 2025Q1: 2,773 shares; 2025Q2: 2,092 shares; 2025Q3: 2,608 shares; 2025Q4: 2,591 shares; 2026Q1: 2,560 shares 2,560 $403K 0.01% -31 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 5,235 shares; 2026Q1: 5,235 shares 5,235 $400K 0.01% 0 Timeline RSPM 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: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $398K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares 2,872 $397K 0.01% new 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: 6,457 shares; 2024Q4: 6,451 shares; 2025Q1: 7,890 shares; 2025Q2: 11,655 shares; 2025Q3: 10,306 shares; 2025Q4: 13,943 shares; 2026Q1: 8,464 shares 8,464 $393K 0.01% -5,479 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: 3,797 shares; 2024Q4: 4,122 shares; 2025Q1: 4,150 shares; 2025Q2: 4,569 shares; 2025Q3: 7,203 shares; 2025Q4: 5,787 shares; 2026Q1: 3,413 shares 3,413 $392K 0.01% -2,374 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,411 shares; 2025Q1: 3,674 shares; 2025Q2: 3,585 shares; 2025Q3: 3,464 shares; 2025Q4: 3,396 shares; 2026Q1: 3,076 shares 3,076 $392K 0.01% -320 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: 6,597 shares; 2024Q4: 6,501 shares; 2025Q1: 5,910 shares; 2025Q2: 5,345 shares; 2025Q3: 5,386 shares; 2025Q4: 5,314 shares; 2026Q1: 5,522 shares 5,522 $391K 0.01% +208 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares 1,679 $387K 0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 12,975 shares; 2025Q1: 7,909 shares; 2025Q2: 7,809 shares; 2025Q3: 7,506 shares; 2025Q4: 5,985 shares; 2026Q1: 4,963 shares 4,963 $383K 0.01% -1,022 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,624 shares; 2025Q1: 5,437 shares; 2025Q2: 5,373 shares; 2025Q3: 4,171 shares; 2025Q4: 3,469 shares; 2026Q1: 3,245 shares 3,245 $382K 0.01% -224 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: 2,925 shares; 2024Q4: 2,827 shares; 2025Q1: 7,135 shares; 2025Q2: 10,080 shares; 2025Q3: 5,641 shares; 2025Q4: 4,350 shares; 2026Q1: 3,592 shares 3,592 $381K 0.01% -758 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: 1,828 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,963 shares; 2025Q3: 1,643 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $377K 0.01% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,477 shares; 2025Q3: 4,951 shares; 2025Q4: 6,943 shares; 2026Q1: 8,860 shares 8,860 $374K 0.01% +1,917 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: not reported; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 4,007 shares; 2025Q3: 2,570 shares; 2025Q4: 7,494 shares; 2026Q1: 8,133 shares 8,133 $373K 0.01% +639 Timeline PHO 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: 5,575 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 5,575 shares 5,575 $373K 0.01% 0 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: 857 shares; 2024Q4: 855 shares; 2025Q1: 806 shares; 2025Q2: 865 shares; 2025Q3: 892 shares; 2025Q4: 859 shares; 2026Q1: 843 shares 843 $368K 0.01% -16 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,293 shares; 2025Q2: 1,282 shares; 2025Q3: 1,295 shares; 2025Q4: 335 shares; 2026Q1: 373 shares 373 $366K 0.01% +38 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,356 shares; 2025Q3: 5,048 shares; 2025Q4: 7,760 shares; 2026Q1: 7,752 shares 7,752 $364K 0.01% -8 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,476 shares; 2025Q4: 1,376 shares; 2026Q1: 1,333 shares 1,333 $363K 0.01% -43 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: 9,509 shares; 2024Q4: 9,363 shares; 2025Q1: 9,909 shares; 2025Q2: 12,777 shares; 2025Q3: 12,565 shares; 2025Q4: 12,416 shares; 2026Q1: 2,101 shares 2,101 $363K 0.01% -10,315 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: 865 shares; 2024Q4: 885 shares; 2025Q1: 828 shares; 2025Q2: 885 shares; 2025Q3: 773 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $362K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,604 shares; 2026Q1: 2,208 shares 2,208 $361K 0.01% -396 Timeline RSPT 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: 7,940 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,962 shares; 2025Q4: 8,062 shares; 2026Q1: 7,962 shares 7,962 $360K 0.01% -100 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,726 shares; 2025Q1: 2,123 shares; 2025Q2: 2,074 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 2,099 shares 2,099 $354K 0.01% -80 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,013 shares; 2025Q1: 2,816 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,066 shares 2,066 $352K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,909 shares; 2026Q1: 7,651 shares 7,651 $352K 0.01% -1,258 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 10,930 shares; 2025Q3: 9,730 shares; 2025Q4: 10,330 shares; 2026Q1: 10,330 shares 10,330 $351K 0.01% 0 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: 20,112 shares; 2024Q4: 7,493 shares; 2025Q1: 1,501 shares; 2025Q2: 1,019 shares; 2025Q3: 823 shares; 2025Q4: 410 shares; 2026Q1: 454 shares 454 $351K 0.01% +44 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: 2,682 shares; 2024Q4: 2,721 shares; 2025Q1: 2,469 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,272 shares; 2026Q1: 2,239 shares 2,239 $348K 0.01% -33 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: not reported; 2024Q4: 10,931 shares; 2025Q1: 3,801 shares; 2025Q2: 3,043 shares; 2025Q3: 6,964 shares; 2025Q4: 6,376 shares; 2026Q1: 4,235 shares 4,235 $347K 0.01% -2,141 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: 1,379 shares; 2024Q4: 1,407 shares; 2025Q1: 1,499 shares; 2025Q2: 1,648 shares; 2025Q3: 1,895 shares; 2025Q4: 1,419 shares; 2026Q1: 1,507 shares 1,507 $346K 0.01% +88 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: 18,848 shares; 2024Q4: 9,996 shares; 2025Q1: 8,798 shares; 2025Q2: 8,805 shares; 2025Q3: 4,305 shares; 2025Q4: 4,270 shares; 2026Q1: 4,270 shares 4,270 $342K 0.01% 0 Timeline MUNI 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: 37,277 shares; 2024Q4: 39,958 shares; 2025Q1: 40,617 shares; 2025Q2: 17,511 shares; 2025Q3: 14,821 shares; 2025Q4: 6,592 shares; 2026Q1: 6,550 shares 6,550 $342K 0.01% -42 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,891 shares; 2025Q1: 2,080 shares; 2025Q2: 1,890 shares; 2025Q3: 2,121 shares; 2025Q4: 1,898 shares; 2026Q1: 1,861 shares 1,861 $341K 0.01% -37 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 3,069 shares 3,069 $337K 0.01% -472 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,274 shares; 2025Q3: 2,218 shares; 2025Q4: 1,937 shares; 2026Q1: 1,604 shares 1,604 $326K <0.01% -333 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: 4,103 shares; 2024Q4: 2,046 shares; 2025Q1: 1,993 shares; 2025Q2: 621 shares; 2025Q3: 512 shares; 2025Q4: 488 shares; 2026Q1: 660 shares 660 $324K <0.01% +172 Timeline DVYE 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: 9,375 shares 9,375 $322K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,531 shares; 2025Q1: 4,612 shares; 2025Q2: 4,506 shares; 2025Q3: 3,719 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares 5,219 $322K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,650 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 976 shares 976 $318K <0.01% +26 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,533 shares; 2025Q2: 35,158 shares; 2025Q3: 25,594 shares; 2025Q4: 12,558 shares; 2026Q1: 7,881 shares 7,881 $316K <0.01% -4,677 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,703 shares; 2025Q4: 8,208 shares; 2026Q1: 8,815 shares 8,815 $304K <0.01% +607 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,636 shares; 2024Q4: 29,958 shares; 2025Q1: 27,573 shares; 2025Q2: 27,136 shares; 2025Q3: 25,042 shares; 2025Q4: 23,557 shares; 2026Q1: 4,025 shares 4,025 $303K <0.01% -19,532 Timeline