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: restricted; 2024Q4: 2,094,318 shares; 2025Q1: 2,108,951 shares; 2025Q2: 2,123,535 shares; 2025Q3: 2,131,519 shares; 2025Q4: 2,137,491 shares; 2026Q1: 2,172,672 shares 2,172,672 $804M 4.45% +35,181 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: restricted; 2024Q4: 2,495,863 shares; 2025Q1: 2,653,344 shares; 2025Q2: 2,620,510 shares; 2025Q3: 2,703,680 shares; 2025Q4: 2,619,030 shares; 2026Q1: 2,569,074 shares 2,569,074 $737M 4.08% -49,956 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: restricted; 2024Q4: 4,255,480 shares; 2025Q1: 4,252,480 shares; 2025Q2: 4,251,630 shares; 2025Q3: 4,252,321 shares; 2025Q4: 4,252,541 shares; 2026Q1: 4,252,541 shares 4,252,541 $719M 3.98% 0 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: restricted; 2024Q4: 2,990,457 shares; 2025Q1: 2,825,561 shares; 2025Q2: 2,830,554 shares; 2025Q3: 2,827,926 shares; 2025Q4: 2,686,669 shares; 2026Q1: 2,641,243 shares 2,641,243 $670M 3.71% -45,426 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: restricted; 2024Q4: 952,698 shares; 2025Q1: 936,148 shares; 2025Q2: 938,106 shares; 2025Q3: 922,897 shares; 2025Q4: 920,636 shares; 2026Q1: 919,047 shares 919,047 $526M 2.91% -1,589 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: restricted; 2024Q4: 1,913,182 shares; 2025Q1: 2,313,126 shares; 2025Q2: 2,399,641 shares; 2025Q3: 2,473,428 shares; 2025Q4: 2,671,203 shares; 2026Q1: 2,740,047 shares 2,740,047 $478M 2.64% +68,844 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: restricted; 2024Q4: 2,092,476 shares; 2025Q1: 2,088,172 shares; 2025Q2: 2,083,577 shares; 2025Q3: 2,131,993 shares; 2025Q4: 2,129,583 shares; 2026Q1: 2,135,259 shares 2,135,259 $445M 2.46% +5,676 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: restricted; 2024Q4: 2,036,668 shares; 2025Q1: 2,027,511 shares; 2025Q2: 2,037,186 shares; 2025Q3: 2,074,239 shares; 2025Q4: 2,092,633 shares; 2026Q1: 2,136,316 shares 2,136,316 $362M 2% +43,683 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434,961 shares; 2025Q1: 486,168 shares; 2025Q2: 509,816 shares; 2025Q3: 509,507 shares; 2025Q4: 520,330 shares; 2026Q1: 547,923 shares 547,923 $358M 1.98% +27,593 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: restricted; 2024Q4: 5,952,148 shares; 2025Q1: 5,909,940 shares; 2025Q2: 5,960,049 shares; 2025Q3: 5,772,087 shares; 2025Q4: 5,793,477 shares; 2026Q1: 5,790,164 shares 5,790,164 $282M 1.56% -3,313 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: restricted; 2024Q4: 5,616,571 shares; 2025Q1: 5,616,571 shares; 2025Q2: 5,616,741 shares; 2025Q3: 5,616,741 shares; 2025Q4: 5,615,826 shares; 2026Q1: 5,612,136 shares 5,612,136 $261M 1.44% -3,690 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: restricted; 2024Q4: 1,702,574 shares; 2025Q1: 1,489,208 shares; 2025Q2: 1,489,738 shares; 2025Q3: 1,489,943 shares; 2025Q4: 1,500,217 shares; 2026Q1: 1,064,304 shares 1,064,304 $260M 1.44% -435,913 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: restricted; 2024Q4: 1,732,601 shares; 2025Q1: 1,671,461 shares; 2025Q2: 1,517,209 shares; 2025Q3: 1,522,509 shares; 2025Q4: 1,524,289 shares; 2026Q1: 1,546,551 shares 1,546,551 $256M 1.41% +22,262 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: restricted; 2024Q4: 804,973 shares; 2025Q1: 795,257 shares; 2025Q2: 798,942 shares; 2025Q3: 815,456 shares; 2025Q4: 820,439 shares; 2026Q1: 837,287 shares 837,287 $253M 1.4% +16,848 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: restricted; 2024Q4: 2,593,011 shares; 2025Q1: 2,598,783 shares; 2025Q2: 2,576,688 shares; 2025Q3: 2,495,446 shares; 2025Q4: 2,507,197 shares; 2026Q1: 2,541,412 shares 2,541,412 $239M 1.32% +34,215 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: restricted; 2024Q4: 1,510,848 shares; 2025Q1: 1,502,095 shares; 2025Q2: 1,501,595 shares; 2025Q3: 1,499,400 shares; 2025Q4: 1,498,955 shares; 2026Q1: 1,498,676 shares 1,498,676 $236M 1.3% -279 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: restricted; 2024Q4: 2,805,409 shares; 2025Q1: 2,678,243 shares; 2025Q2: 2,597,579 shares; 2025Q3: 2,561,597 shares; 2025Q4: 2,605,343 shares; 2026Q1: 2,602,184 shares 2,602,184 $225M 1.25% -3,159 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: restricted; 2024Q4: 592,060 shares; 2025Q1: 649,777 shares; 2025Q2: 651,115 shares; 2025Q3: 652,047 shares; 2025Q4: 653,703 shares; 2026Q1: 653,469 shares 653,469 $221M 1.22% -234 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: restricted; 2024Q4: 1,070,968 shares; 2025Q1: 1,071,818 shares; 2025Q2: 1,080,080 shares; 2025Q3: 1,044,910 shares; 2025Q4: 1,053,514 shares; 2026Q1: 1,036,439 shares 1,036,439 $201M 1.11% -17,075 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: restricted; 2024Q4: 1,602,071 shares; 2025Q1: 1,556,866 shares; 2025Q2: 1,540,380 shares; 2025Q3: 1,247,434 shares; 2025Q4: 1,245,619 shares; 2026Q1: 1,258,247 shares 1,258,247 $185M 1.02% +12,628 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: restricted; 2024Q4: 655,429 shares; 2025Q1: 635,300 shares; 2025Q2: 643,277 shares; 2025Q3: 492,892 shares; 2025Q4: 436,653 shares; 2026Q1: 580,017 shares 580,017 $180M 0.99% +143,364 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: restricted; 2024Q4: 10,079 shares; 2025Q1: 67,629 shares; 2025Q2: 84,863 shares; 2025Q3: 271,903 shares; 2025Q4: 284,023 shares; 2026Q1: 290,035 shares 290,035 $163M 0.9% +6,012 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: restricted; 2024Q4: 451,283 shares; 2025Q1: 413,235 shares; 2025Q2: 402,084 shares; 2025Q3: 338,295 shares; 2025Q4: 247,813 shares; 2026Q1: 191,990 shares 191,990 $162M 0.9% -55,823 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: restricted; 2024Q4: 761,528 shares; 2025Q1: 761,947 shares; 2025Q2: 765,842 shares; 2025Q3: 842,842 shares; 2025Q4: 843,801 shares; 2026Q1: 855,312 shares 855,312 $160M 0.88% +11,511 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: restricted; 2024Q4: 2,573,521 shares; 2025Q1: 2,592,397 shares; 2025Q2: 2,599,492 shares; 2025Q3: 2,686,511 shares; 2025Q4: 2,726,260 shares; 2026Q1: 2,605,927 shares 2,605,927 $158M 0.87% -120,333 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: restricted; 2024Q4: 796,195 shares; 2025Q1: 798,354 shares; 2025Q2: 887,913 shares; 2025Q3: 905,757 shares; 2025Q4: 951,456 shares; 2026Q1: 981,876 shares 981,876 $154M 0.85% +30,420 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,922 shares; 2025Q1: 79,777 shares; 2025Q2: 79,947 shares; 2025Q3: 80,005 shares; 2025Q4: 79,713 shares; 2026Q1: 79,800 shares 79,800 $153M 0.84% +87 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: restricted; 2024Q4: 429,094 shares; 2025Q1: 443,840 shares; 2025Q2: 453,476 shares; 2025Q3: 478,867 shares; 2025Q4: 478,442 shares; 2026Q1: 445,323 shares 445,323 $152M 0.84% -33,119 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744,465 shares; 2025Q1: 747,098 shares; 2025Q2: 748,317 shares; 2025Q3: 750,930 shares; 2025Q4: 752,113 shares; 2026Q1: 755,092 shares 755,092 $150M 0.83% +2,979 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,342,807 shares; 2025Q1: 5,455,966 shares; 2025Q2: 5,460,114 shares; 2025Q3: 5,668,683 shares; 2025Q4: 5,687,357 shares; 2026Q1: 5,712,970 shares 5,712,970 $146M 0.81% +25,613 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: restricted; 2024Q4: 528,638 shares; 2025Q1: 530,103 shares; 2025Q2: 457,719 shares; 2025Q3: 465,048 shares; 2025Q4: 467,502 shares; 2026Q1: 474,885 shares 474,885 $128M 0.71% +7,383 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: restricted; 2024Q4: 470,966 shares; 2025Q1: 350,969 shares; 2025Q2: 270,096 shares; 2025Q3: 288,727 shares; 2025Q4: 282,521 shares; 2026Q1: 267,701 shares 267,701 $128M 0.71% -14,820 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 412,090 shares; 2025Q1: 403,775 shares; 2025Q2: 405,109 shares; 2025Q3: 404,589 shares; 2025Q4: 404,656 shares; 2026Q1: 404,872 shares 404,872 $123M 0.68% +216 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773,944 shares; 2025Q1: 897,942 shares; 2025Q2: 930,050 shares; 2025Q3: 962,551 shares; 2025Q4: 962,463 shares; 2026Q1: 962,886 shares 962,886 $122M 0.67% +423 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: restricted; 2024Q4: 3,952,198 shares; 2025Q1: 3,942,139 shares; 2025Q2: 3,972,735 shares; 2025Q3: 4,005,957 shares; 2025Q4: 4,020,637 shares; 2026Q1: 4,111,230 shares 4,111,230 $118M 0.65% +90,593 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,363,980 shares; 2025Q1: 1,504,650 shares; 2025Q2: 1,504,650 shares; 2025Q3: 1,504,650 shares; 2025Q4: 1,504,650 shares; 2026Q1: 1,504,650 shares 1,504,650 $115M 0.64% 0 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: restricted; 2024Q4: 460,036 shares; 2025Q1: 464,529 shares; 2025Q2: 499,651 shares; 2025Q3: 649,139 shares; 2025Q4: 695,922 shares; 2026Q1: 760,982 shares 760,982 $110M 0.61% +65,060 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: restricted; 2024Q4: 506,134 shares; 2025Q1: 481,553 shares; 2025Q2: 487,295 shares; 2025Q3: 475,258 shares; 2025Q4: 484,927 shares; 2026Q1: 512,189 shares 512,189 $106M 0.59% +27,262 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,065 shares; 2025Q1: 65,925 shares; 2025Q2: 69,247 shares; 2025Q3: 223,144 shares; 2025Q4: 251,397 shares; 2026Q1: 348,101 shares 348,101 $105M 0.58% +96,704 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: restricted; 2024Q4: 629,211 shares; 2025Q1: 633,490 shares; 2025Q2: 868,154 shares; 2025Q3: 940,725 shares; 2025Q4: 969,195 shares; 2026Q1: 1,075,860 shares 1,075,860 $104M 0.57% +106,665 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,366,218 shares; 2025Q1: 1,349,719 shares; 2025Q2: 1,362,648 shares; 2025Q3: 1,386,774 shares; 2025Q4: 1,389,850 shares; 2026Q1: 1,427,599 shares 1,427,599 $104M 0.57% +37,749 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,553,629 shares; 2025Q1: 1,705,337 shares; 2025Q2: 1,707,454 shares; 2025Q3: 1,708,717 shares; 2025Q4: 1,707,367 shares; 2026Q1: 1,512,934 shares 1,512,934 $102M 0.57% -194,433 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: restricted; 2024Q4: 1,594,895 shares; 2025Q1: 1,493,253 shares; 2025Q2: 1,538,360 shares; 2025Q3: 1,553,709 shares; 2025Q4: 1,562,904 shares; 2026Q1: 1,432,504 shares 1,432,504 $102M 0.56% -130,400 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,860,413 shares; 2025Q1: 3,825,413 shares; 2025Q2: 3,875,413 shares; 2025Q3: 3,875,413 shares; 2025Q4: 3,875,413 shares; 2026Q1: 3,900,413 shares 3,900,413 $101M 0.56% +25,000 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: restricted; 2024Q4: 194,855 shares; 2025Q1: 232,927 shares; 2025Q2: 237,324 shares; 2025Q3: 300,972 shares; 2025Q4: 305,769 shares; 2026Q1: 315,309 shares 315,309 $92.8M 0.51% +9,540 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: restricted; 2024Q4: 1,391,718 shares; 2025Q1: 1,200,994 shares; 2025Q2: 1,200,329 shares; 2025Q3: 1,056,703 shares; 2025Q4: 1,086,087 shares; 2026Q1: 1,133,743 shares 1,133,743 $88M 0.49% +47,656 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876,500 shares; 2025Q1: 869,580 shares; 2025Q2: 1,498,091 shares; 2025Q3: 1,579,505 shares; 2025Q4: 1,547,277 shares; 2026Q1: 1,574,544 shares 1,574,544 $84.8M 0.47% +27,267 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: restricted; 2024Q4: 518,274 shares; 2025Q1: 500,099 shares; 2025Q2: 277,360 shares; 2025Q3: 232,710 shares; 2025Q4: 187,628 shares; 2026Q1: 173,193 shares 173,193 $82M 0.45% -14,435 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: restricted; 2024Q4: 216,955 shares; 2025Q1: 215,093 shares; 2025Q2: 219,102 shares; 2025Q3: 227,665 shares; 2025Q4: 233,723 shares; 2026Q1: 246,600 shares 246,600 $81.1M 0.45% +12,877 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910,630 shares; 2025Q1: 1,580,943 shares; 2025Q2: 1,212,523 shares; 2025Q3: 1,212,254 shares; 2025Q4: 1,196,998 shares; 2026Q1: 1,108,817 shares 1,108,817 $80.3M 0.44% -88,181 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: restricted; 2024Q4: 546,802 shares; 2025Q1: 534,391 shares; 2025Q2: 540,281 shares; 2025Q3: 612,688 shares; 2025Q4: 628,768 shares; 2026Q1: 659,851 shares 659,851 $79.4M 0.44% +31,083 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: restricted; 2024Q4: 1,756,413 shares; 2025Q1: 1,657,798 shares; 2025Q2: 1,544,939 shares; 2025Q3: 1,450,757 shares; 2025Q4: 1,505,530 shares; 2026Q1: 1,572,692 shares 1,572,692 $78.9M 0.44% +67,162 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: restricted; 2024Q4: 263,367 shares; 2025Q1: 259,678 shares; 2025Q2: 260,495 shares; 2025Q3: 228,935 shares; 2025Q4: 233,417 shares; 2026Q1: 246,490 shares 246,490 $78.4M 0.43% +13,073 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 607,677 shares; 2025Q1: 607,677 shares; 2025Q2: 607,687 shares; 2025Q3: 607,572 shares; 2025Q4: 614,129 shares; 2026Q1: 611,422 shares 611,422 $78.1M 0.43% -2,707 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: restricted; 2024Q4: 87,672 shares; 2025Q1: 86,274 shares; 2025Q2: 83,575 shares; 2025Q3: 69,832 shares; 2025Q4: 49,685 shares; 2026Q1: 52,164 shares 52,164 $76.8M 0.42% +2,479 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,751,717 shares; 2025Q1: 2,751,469 shares; 2025Q2: 2,751,469 shares; 2025Q3: 2,751,469 shares; 2025Q4: 2,751,469 shares; 2026Q1: 2,751,469 shares 2,751,469 $76.7M 0.42% 0 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: restricted; 2024Q4: 1,663,562 shares; 2025Q1: 1,620,859 shares; 2025Q2: 1,631,379 shares; 2025Q3: 1,605,357 shares; 2025Q4: 1,530,942 shares; 2026Q1: 1,440,893 shares 1,440,893 $74.9M 0.41% -90,049 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: restricted; 2024Q4: 726,840 shares; 2025Q1: 747,531 shares; 2025Q2: 757,353 shares; 2025Q3: 730,549 shares; 2025Q4: 744,600 shares; 2026Q1: 779,519 shares 779,519 $72.4M 0.4% +34,919 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: restricted; 2024Q4: 1,413,080 shares; 2025Q1: 1,214,011 shares; 2025Q2: 964,878 shares; 2025Q3: 831,245 shares; 2025Q4: 459,737 shares; 2026Q1: 374,599 shares 374,599 $72.3M 0.4% -85,138 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: restricted; 2024Q4: 212,433 shares; 2025Q1: 210,328 shares; 2025Q2: 211,429 shares; 2025Q3: 217,389 shares; 2025Q4: 220,978 shares; 2026Q1: 232,144 shares 232,144 $72.1M 0.4% +11,166 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: restricted; 2024Q4: 166,724 shares; 2025Q1: 166,418 shares; 2025Q2: 163,677 shares; 2025Q3: 157,730 shares; 2025Q4: 115,166 shares; 2026Q1: 100,672 shares 100,672 $71.3M 0.39% -14,494 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: restricted; 2024Q4: 367,589 shares; 2025Q1: 311,524 shares; 2025Q2: 311,918 shares; 2025Q3: 298,345 shares; 2025Q4: 285,236 shares; 2026Q1: 294,079 shares 294,079 $71.3M 0.39% +8,843 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: restricted; 2024Q4: 3,096,289 shares; 2025Q1: 2,798,044 shares; 2025Q2: 2,516,932 shares; 2025Q3: 2,286,173 shares; 2025Q4: 2,332,110 shares; 2026Q1: 2,454,967 shares 2,454,967 $71.2M 0.39% +122,857 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: restricted; 2024Q4: 1,864,723 shares; 2025Q1: 1,806,897 shares; 2025Q2: 1,833,836 shares; 2025Q3: 1,832,433 shares; 2025Q4: 1,934,131 shares; 2026Q1: 2,029,519 shares 2,029,519 $68M 0.38% +95,388 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383,078 shares; 2025Q1: 383,063 shares; 2025Q2: 386,508 shares; 2025Q3: 404,855 shares; 2025Q4: 425,449 shares; 2026Q1: 517,349 shares 517,349 $67.2M 0.37% +91,900 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: restricted; 2024Q4: 192,454 shares; 2025Q1: 177,818 shares; 2025Q2: 178,420 shares; 2025Q3: 178,427 shares; 2025Q4: 177,693 shares; 2026Q1: 135,540 shares 135,540 $66.5M 0.37% -42,153 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: restricted; 2024Q4: 1,225,100 shares; 2025Q1: 1,175,842 shares; 2025Q2: 1,053,731 shares; 2025Q3: 916,490 shares; 2025Q4: 940,133 shares; 2026Q1: 833,579 shares 833,579 $66.4M 0.37% -106,554 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: restricted; 2024Q4: 392,044 shares; 2025Q1: 397,843 shares; 2025Q2: 403,330 shares; 2025Q3: 397,620 shares; 2025Q4: 400,545 shares; 2026Q1: 422,083 shares 422,083 $65.5M 0.36% +21,538 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: restricted; 2024Q4: 72,392 shares; 2025Q1: 70,294 shares; 2025Q2: 69,327 shares; 2025Q3: 63,352 shares; 2025Q4: 64,888 shares; 2026Q1: 67,806 shares 67,806 $65.2M 0.36% +2,918 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: restricted; 2024Q4: 118,758 shares; 2025Q1: 118,200 shares; 2025Q2: 114,641 shares; 2025Q3: 115,534 shares; 2025Q4: 115,873 shares; 2026Q1: 107,554 shares 107,554 $65M 0.36% -8,319 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: restricted; 2024Q4: 463,018 shares; 2025Q1: 455,289 shares; 2025Q2: 457,837 shares; 2025Q3: 479,303 shares; 2025Q4: 485,116 shares; 2026Q1: 499,232 shares 499,232 $64.3M 0.36% +14,116 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: restricted; 2024Q4: 565,624 shares; 2025Q1: 554,073 shares; 2025Q2: 505,512 shares; 2025Q3: 457,971 shares; 2025Q4: 469,948 shares; 2026Q1: 489,935 shares 489,935 $64.2M 0.35% +19,987 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: restricted; 2024Q4: 743,990 shares; 2025Q1: 667,029 shares; 2025Q2: 610,518 shares; 2025Q3: 528,403 shares; 2025Q4: 544,323 shares; 2026Q1: 567,862 shares 567,862 $63.8M 0.35% +23,539 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: restricted; 2024Q4: 369,177 shares; 2025Q1: 351,739 shares; 2025Q2: 352,575 shares; 2025Q3: 341,699 shares; 2025Q4: 345,638 shares; 2026Q1: 366,299 shares 366,299 $63.2M 0.35% +20,661 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: restricted; 2024Q4: 626,879 shares; 2025Q1: 664,703 shares; 2025Q2: 609,518 shares; 2025Q3: 617,113 shares; 2025Q4: 628,228 shares; 2026Q1: 652,169 shares 652,169 $62.9M 0.35% +23,941 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: restricted; 2024Q4: 474,635 shares; 2025Q1: 474,625 shares; 2025Q2: 452,769 shares; 2025Q3: 452,807 shares; 2025Q4: 452,807 shares; 2026Q1: 439,739 shares 439,739 $60.8M 0.34% -13,068 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,107,157 shares; 2025Q1: 2,225,407 shares; 2025Q2: 2,196,132 shares; 2025Q3: 2,200,792 shares; 2025Q4: 2,377,112 shares; 2026Q1: 2,332,362 shares 2,332,362 $59.1M 0.33% -44,750 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: restricted; 2024Q4: 80,520 shares; 2025Q1: 83,667 shares; 2025Q2: 85,024 shares; 2025Q3: 107,360 shares; 2025Q4: 111,431 shares; 2026Q1: 117,350 shares 117,350 $58.2M 0.32% +5,919 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: restricted; 2024Q4: 502,374 shares; 2025Q1: 501,247 shares; 2025Q2: 389,866 shares; 2025Q3: 223,629 shares; 2025Q4: 166,191 shares; 2026Q1: 170,106 shares 170,106 $57.5M 0.32% +3,915 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: restricted; 2024Q4: 1,629,388 shares; 2025Q1: 1,682,821 shares; 2025Q2: 1,701,717 shares; 2025Q3: 1,892,663 shares; 2025Q4: 1,939,029 shares; 2026Q1: 2,042,039 shares 2,042,039 $57.3M 0.32% +103,010 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: restricted; 2024Q4: 178,175 shares; 2025Q1: 181,991 shares; 2025Q2: 212,965 shares; 2025Q3: 222,024 shares; 2025Q4: 227,115 shares; 2026Q1: 235,609 shares 235,609 $57.2M 0.32% +8,494 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: restricted; 2024Q4: 82,484 shares; 2025Q1: 72,637 shares; 2025Q2: 54,310 shares; 2025Q3: 59,256 shares; 2025Q4: 581,984 shares; 2026Q1: 577,429 shares 577,429 $55.5M 0.31% -4,555 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 532,117 shares; 2025Q2: 759,077 shares; 2025Q3: 765,236 shares; 2025Q4: 764,642 shares; 2026Q1: 765,736 shares 765,736 $55.1M 0.3% +1,094 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: restricted; 2024Q4: 448,646 shares; 2025Q1: 355,694 shares; 2025Q2: 359,812 shares; 2025Q3: 354,191 shares; 2025Q4: 360,600 shares; 2026Q1: 376,840 shares 376,840 $54.7M 0.3% +16,240 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: restricted; 2024Q4: 377,347 shares; 2025Q1: 390,584 shares; 2025Q2: 543,019 shares; 2025Q3: 554,526 shares; 2025Q4: 566,026 shares; 2026Q1: 481,481 shares 481,481 $54.6M 0.3% -84,545 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: restricted; 2024Q4: 656,782 shares; 2025Q1: 672,979 shares; 2025Q2: 668,182 shares; 2025Q3: 676,527 shares; 2025Q4: 680,341 shares; 2026Q1: 721,405 shares 721,405 $54.2M 0.3% +41,064 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: restricted; 2024Q4: 1,089,654 shares; 2025Q1: 903,826 shares; 2025Q2: 783,692 shares; 2025Q3: 704,972 shares; 2025Q4: 725,189 shares; 2026Q1: 752,007 shares 752,007 $54M 0.3% +26,818 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: restricted; 2024Q4: 438,050 shares; 2025Q1: 320,504 shares; 2025Q2: 316,796 shares; 2025Q3: 321,909 shares; 2025Q4: 327,910 shares; 2026Q1: 343,847 shares 343,847 $53.5M 0.3% +15,937 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784,830 shares; 2025Q1: 997,402 shares; 2025Q2: 971,576 shares; 2025Q3: 1,285,444 shares; 2025Q4: 1,431,189 shares; 2026Q1: 1,960,674 shares 1,960,674 $52M 0.29% +529,485 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,559 shares; 2025Q4: 152,921 shares; 2026Q1: 160,558 shares 160,558 $51.5M 0.28% +7,637 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,938 shares; 2025Q1: 188,938 shares; 2025Q2: 188,938 shares; 2025Q3: 188,998 shares; 2025Q4: 188,578 shares; 2026Q1: 141,584 shares 141,584 $50.1M 0.28% -46,994 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: restricted; 2024Q4: 1,078,883 shares; 2025Q1: 1,122,705 shares; 2025Q2: 1,140,991 shares; 2025Q3: 1,124,191 shares; 2025Q4: 1,150,611 shares; 2026Q1: 1,079,513 shares 1,079,513 $49.6M 0.27% -71,098 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: restricted; 2024Q4: 887,855 shares; 2025Q1: 759,836 shares; 2025Q2: 724,449 shares; 2025Q3: 727,885 shares; 2025Q4: 729,190 shares; 2026Q1: 695,647 shares 695,647 $49.6M 0.27% -33,543 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513,570 shares; 2025Q1: 513,570 shares; 2025Q2: 496,545 shares; 2025Q3: 496,545 shares; 2025Q4: 494,907 shares; 2026Q1: 496,822 shares 496,822 $48.5M 0.27% +1,915 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: restricted; 2024Q4: 82,640 shares; 2025Q1: 86,958 shares; 2025Q2: 78,813 shares; 2025Q3: 79,297 shares; 2025Q4: 81,402 shares; 2026Q1: 80,412 shares 80,412 $48M 0.27% -990 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: restricted; 2024Q4: 2,226 shares; 2025Q1: 2,533 shares; 2025Q2: 34,614 shares; 2025Q3: 48,915 shares; 2025Q4: 49,968 shares; 2026Q1: 52,225 shares 52,225 $48M 0.27% +2,257 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,277 shares; 2025Q1: 372,703 shares; 2025Q2: 372,987 shares; 2025Q3: 343,541 shares; 2025Q4: 345,054 shares; 2026Q1: 474,675 shares 474,675 $47.5M 0.26% +129,621 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: restricted; 2024Q4: 182,581 shares; 2025Q1: 189,785 shares; 2025Q2: 192,127 shares; 2025Q3: 178,657 shares; 2025Q4: 184,728 shares; 2026Q1: 192,430 shares 192,430 $47.5M 0.26% +7,702 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274,130 shares; 2025Q1: 517,086 shares; 2025Q2: 518,682 shares; 2025Q3: 706,312 shares; 2025Q4: 716,997 shares; 2026Q1: 841,017 shares 841,017 $47.4M 0.26% +124,020 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: restricted; 2024Q4: 289,779 shares; 2025Q1: 300,302 shares; 2025Q2: 307,946 shares; 2025Q3: 302,721 shares; 2025Q4: 307,865 shares; 2026Q1: 284,255 shares 284,255 $46.8M 0.26% -23,610 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: restricted; 2024Q4: 238,300 shares; 2025Q1: 248,069 shares; 2025Q2: 248,902 shares; 2025Q3: 234,940 shares; 2025Q4: 242,425 shares; 2026Q1: 252,809 shares 252,809 $46.1M 0.25% +10,384 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,467,780 shares; 2025Q1: 1,261,480 shares; 2025Q2: 1,244,163 shares; 2025Q3: 1,656,558 shares; 2025Q4: 1,834,104 shares; 2026Q1: 2,693,393 shares 2,693,393 $45.7M 0.25% +859,289 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: restricted; 2024Q4: 269,228 shares; 2025Q1: 226,891 shares; 2025Q2: 223,140 shares; 2025Q3: 196,513 shares; 2025Q4: 198,654 shares; 2026Q1: 207,858 shares 207,858 $45.2M 0.25% +9,204 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,586 shares; 2025Q1: 119,106 shares; 2025Q2: 97,637 shares; 2025Q3: 107,264 shares; 2025Q4: 156,076 shares; 2026Q1: 251,546 shares 251,546 $42.8M 0.24% +95,470 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: restricted; 2024Q4: 322,885 shares; 2025Q1: 336,568 shares; 2025Q2: 340,009 shares; 2025Q3: 329,587 shares; 2025Q4: 334,649 shares; 2026Q1: 349,112 shares 349,112 $42.3M 0.23% +14,463 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 601,136 shares; 2025Q1: 599,730 shares; 2025Q2: 530,226 shares; 2025Q3: 627,791 shares; 2025Q4: 744,513 shares; 2026Q1: 799,843 shares 799,843 $42.3M 0.23% +55,330 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: restricted; 2024Q4: 137,665 shares; 2025Q1: 133,278 shares; 2025Q2: 135,333 shares; 2025Q3: 138,601 shares; 2025Q4: 137,162 shares; 2026Q1: 144,858 shares 144,858 $42.1M 0.23% +7,696 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: restricted; 2024Q4: 137,985 shares; 2025Q1: 145,907 shares; 2025Q2: 148,443 shares; 2025Q3: 158,016 shares; 2025Q4: 160,231 shares; 2026Q1: 206,310 shares 206,310 $41.9M 0.23% +46,079 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: restricted; 2024Q4: 422,457 shares; 2025Q1: 394,253 shares; 2025Q2: 391,602 shares; 2025Q3: 369,298 shares; 2025Q4: 383,433 shares; 2026Q1: 618,364 shares 618,364 $41.8M 0.23% +234,931 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715,500 shares; 2025Q1: 715,049 shares; 2025Q2: 713,846 shares; 2025Q3: 713,956 shares; 2025Q4: 713,979 shares; 2026Q1: 714,536 shares 714,536 $40.4M 0.22% +557 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943,300 shares; 2025Q1: 790,420 shares; 2025Q2: 883,404 shares; 2025Q3: 1,270,685 shares; 2025Q4: 1,437,411 shares; 2026Q1: 1,479,728 shares 1,479,728 $39.8M 0.22% +42,317 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: restricted; 2024Q4: 124,510 shares; 2025Q1: 129,896 shares; 2025Q2: 132,802 shares; 2025Q3: 145,220 shares; 2025Q4: 176,568 shares; 2026Q1: 183,381 shares 183,381 $39.7M 0.22% +6,813 Timeline LCF TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000,006 shares; 2025Q1: 1,000,006 shares; 2025Q2: 1,000,006 shares; 2025Q3: 1,000,006 shares; 2025Q4: 1,000,005 shares; 2026Q1: 1,000,005 shares 1,000,005 $39.2M 0.22% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,264 shares; 2025Q1: 221,190 shares; 2025Q2: 225,559 shares; 2025Q3: 245,359 shares; 2025Q4: 250,525 shares; 2026Q1: 260,122 shares 260,122 $39M 0.22% +9,597 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985,790 shares; 2025Q1: 938,609 shares; 2025Q2: 1,002,696 shares; 2025Q3: 1,104,847 shares; 2025Q4: 1,023,631 shares; 2026Q1: 1,110,231 shares 1,110,231 $37.8M 0.21% +86,600 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140,119 shares; 2025Q1: 1,094,976 shares; 2025Q2: 1,100,441 shares; 2025Q3: 992,361 shares; 2025Q4: 962,445 shares; 2026Q1: 419,903 shares 419,903 $37.6M 0.21% -542,542 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 593,047 shares; 2025Q1: 617,675 shares; 2025Q2: 624,393 shares; 2025Q3: 546,734 shares; 2025Q4: 553,788 shares; 2026Q1: 580,915 shares 580,915 $37.5M 0.21% +27,127 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,887 shares; 2025Q1: 355,967 shares; 2025Q2: 355,940 shares; 2025Q3: 356,968 shares; 2025Q4: 355,751 shares; 2026Q1: 359,407 shares 359,407 $37.2M 0.21% +3,656 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,076 shares; 2025Q4: 807,883 shares; 2026Q1: 902,637 shares 902,637 $36.9M 0.2% +94,754 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,197 shares; 2025Q1: 310,103 shares; 2025Q2: 314,354 shares; 2025Q3: 312,165 shares; 2025Q4: 393,629 shares; 2026Q1: 408,534 shares 408,534 $36.8M 0.2% +14,905 Timeline DVND TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,004,547 shares; 2025Q1: 1,018,299 shares; 2025Q2: 1,016,699 shares; 2025Q3: 1,016,669 shares; 2025Q4: 1,025,290 shares; 2026Q1: 1,033,799 shares 1,033,799 $36.5M 0.2% +8,509 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,190,255 shares; 2025Q1: 1,240,723 shares; 2025Q2: 1,258,993 shares; 2025Q3: 1,243,271 shares; 2025Q4: 1,256,165 shares; 2026Q1: 969,797 shares 969,797 $36.4M 0.2% -286,368 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,040 shares; 2025Q1: 190,145 shares; 2025Q2: 192,295 shares; 2025Q3: 174,344 shares; 2025Q4: 183,094 shares; 2026Q1: 190,359 shares 190,359 $35.5M 0.2% +7,265 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,787 shares; 2025Q1: 309,434 shares; 2025Q2: 314,057 shares; 2025Q3: 323,819 shares; 2025Q4: 329,848 shares; 2026Q1: 289,489 shares 289,489 $34.4M 0.19% -40,359 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,434 shares; 2025Q1: 105,284 shares; 2025Q2: 105,284 shares; 2025Q3: 105,284 shares; 2025Q4: 106,920 shares; 2026Q1: 106,920 shares 106,920 $33.6M 0.19% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,455 shares; 2025Q1: 162,653 shares; 2025Q2: 162,823 shares; 2025Q3: 195,205 shares; 2025Q4: 164,115 shares; 2026Q1: 163,525 shares 163,525 $33.5M 0.19% -590 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434,020 shares; 2026Q1: 400,420 shares 400,420 $33.5M 0.19% -33,600 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: restricted; 2024Q4: 376,701 shares; 2025Q1: 395,316 shares; 2025Q2: 402,044 shares; 2025Q3: 411,899 shares; 2025Q4: 416,769 shares; 2026Q1: 432,609 shares 432,609 $32.6M 0.18% +15,840 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: restricted; 2024Q4: 78,815 shares; 2025Q1: 83,647 shares; 2025Q2: 84,530 shares; 2025Q3: 86,188 shares; 2025Q4: 87,531 shares; 2026Q1: 92,090 shares 92,090 $32.4M 0.18% +4,559 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282,074 shares; 2025Q1: 303,833 shares; 2025Q2: 307,785 shares; 2025Q3: 286,238 shares; 2025Q4: 342,186 shares; 2026Q1: 355,274 shares 355,274 $32M 0.18% +13,088 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: restricted; 2024Q4: 327,525 shares; 2025Q1: 343,644 shares; 2025Q2: 327,739 shares; 2025Q3: 330,270 shares; 2025Q4: 329,585 shares; 2026Q1: 343,109 shares 343,109 $31.6M 0.17% +13,524 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,800 shares; 2025Q1: 145,932 shares; 2025Q2: 131,988 shares; 2025Q3: 150,061 shares; 2025Q4: 127,631 shares; 2026Q1: 165,061 shares 165,061 $31.4M 0.17% +37,430 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295,532 shares; 2025Q1: 216,630 shares; 2025Q2: 185,875 shares; 2025Q3: 232,153 shares; 2025Q4: 369,928 shares; 2026Q1: 354,968 shares 354,968 $31.3M 0.17% -14,960 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,083 shares; 2025Q4: 216,925 shares; 2026Q1: 337,045 shares 337,045 $31.2M 0.17% +120,120 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 415,241 shares; 2025Q1: 296,010 shares; 2025Q2: 385,374 shares; 2025Q3: 446,413 shares; 2025Q4: 319,591 shares; 2026Q1: 356,811 shares 356,811 $30.7M 0.17% +37,220 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: restricted; 2024Q4: 124,135 shares; 2025Q1: 130,338 shares; 2025Q2: 132,649 shares; 2025Q3: 143,339 shares; 2025Q4: 147,471 shares; 2026Q1: 153,083 shares 153,083 $30.4M 0.17% +5,612 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,019,770 shares; 2025Q1: 1,114,640 shares; 2025Q2: 1,115,742 shares; 2025Q3: 1,530,286 shares; 2025Q4: 2,051,930 shares; 2026Q1: 1,815,190 shares 1,815,190 $30.3M 0.17% -236,740 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: restricted; 2024Q4: 9,444 shares; 2025Q1: 9,962 shares; 2025Q2: 10,136 shares; 2025Q3: 10,882 shares; 2025Q4: 9,276 shares; 2026Q1: 7,186 shares 7,186 $30.3M 0.17% -2,090 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,711 shares; 2025Q3: 394,563 shares; 2025Q4: 454,169 shares; 2026Q1: 384,699 shares 384,699 $30M 0.17% -69,470 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: restricted; 2024Q4: 4,440 shares; 2025Q1: 70,699 shares; 2025Q2: 70,159 shares; 2025Q3: 70,174 shares; 2025Q4: 70,146 shares; 2026Q1: 70,121 shares 70,121 $29.9M 0.17% -25 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,052 shares; 2025Q4: 158,582 shares; 2026Q1: 159,115 shares 159,115 $29.8M 0.16% +533 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431,392 shares; 2025Q4: 607,136 shares; 2026Q1: 451,386 shares 451,386 $29.7M 0.16% -155,750 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523,891 shares; 2025Q1: 396,492 shares; 2025Q2: 439,360 shares; 2025Q3: 721,012 shares; 2025Q4: 606,259 shares; 2026Q1: 829,469 shares 829,469 $29.6M 0.16% +223,210 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640,810 shares; 2026Q1: 1,228,420 shares 1,228,420 $29.6M 0.16% +587,610 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688,157 shares; 2025Q1: 763,547 shares; 2025Q2: 721,724 shares; 2025Q3: 1,001,514 shares; 2025Q4: 1,017,860 shares; 2026Q1: 966,850 shares 966,850 $29.6M 0.16% -51,010 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,710 shares; 2026Q1: 180,783 shares 180,783 $29.5M 0.16% +36,073 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251,287 shares; 2025Q1: 296,993 shares; 2025Q2: 239,384 shares; 2025Q3: 375,502 shares; 2025Q4: 388,843 shares; 2026Q1: 390,636 shares 390,636 $29.4M 0.16% +1,793 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,599 shares; 2025Q1: 184,939 shares; 2025Q2: 186,573 shares; 2025Q3: 140,057 shares; 2025Q4: 247,531 shares; 2026Q1: 270,471 shares 270,471 $29.2M 0.16% +22,940 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 575,156 shares; 2025Q1: 616,866 shares; 2025Q2: 570,874 shares; 2025Q3: 706,670 shares; 2025Q4: 760,083 shares; 2026Q1: 808,007 shares 808,007 $29.1M 0.16% +47,924 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,140 shares; 2025Q1: 194,350 shares; 2025Q2: 177,806 shares; 2025Q3: 301,718 shares; 2025Q4: 321,023 shares; 2026Q1: 420,873 shares 420,873 $29M 0.16% +99,850 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: restricted; 2024Q4: 139,556 shares; 2025Q1: 126,745 shares; 2025Q2: 136,017 shares; 2025Q3: 100,518 shares; 2025Q4: 85,162 shares; 2026Q1: 89,732 shares 89,732 $29M 0.16% +4,570 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725,572 shares; 2025Q1: 701,603 shares; 2025Q2: 702,383 shares; 2025Q3: 713,618 shares; 2025Q4: 699,055 shares; 2026Q1: 1,064,495 shares 1,064,495 $28.7M 0.16% +365,440 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 643,830 shares; 2025Q1: 578,971 shares; 2025Q2: 579,613 shares; 2025Q3: 584,610 shares; 2025Q4: 693,008 shares; 2026Q1: 939,698 shares 939,698 $28.6M 0.16% +246,690 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550,304 shares; 2025Q1: 783,742 shares; 2025Q2: 995,888 shares; 2025Q3: 1,224,090 shares; 2025Q4: 1,316,598 shares; 2026Q1: 763,428 shares 763,428 $28.4M 0.16% -553,170 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,345 shares 212,345 $28.1M 0.16% new 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: restricted; 2024Q4: 405,612 shares; 2025Q1: 414,500 shares; 2025Q2: 413,357 shares; 2025Q3: 412,372 shares; 2025Q4: 422,088 shares; 2026Q1: 437,845 shares 437,845 $28.1M 0.16% +15,757 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,005 shares; 2025Q1: 52,972 shares; 2025Q2: 44,843 shares; 2025Q3: 51,194 shares; 2025Q4: 40,722 shares; 2026Q1: 50,702 shares 50,702 $27.6M 0.15% +9,980 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: restricted; 2024Q4: 358,997 shares; 2025Q1: 373,339 shares; 2025Q2: 447,599 shares; 2025Q3: 475,404 shares; 2025Q4: 502,558 shares; 2026Q1: 520,288 shares 520,288 $27.5M 0.15% +17,730 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,565 shares; 2026Q1: 237,938 shares 237,938 $27.5M 0.15% +8,373 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: restricted; 2024Q4: 355,414 shares; 2025Q1: 357,378 shares; 2025Q2: 360,351 shares; 2025Q3: 382,456 shares; 2025Q4: 382,468 shares; 2026Q1: 379,227 shares 379,227 $27.4M 0.15% -3,241 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,927 shares; 2025Q4: 108,889 shares; 2026Q1: 129,048 shares 129,048 $27.3M 0.15% +20,159 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: restricted; 2024Q4: 93,269 shares; 2025Q1: 93,266 shares; 2025Q2: 92,730 shares; 2025Q3: 92,817 shares; 2025Q4: 92,770 shares; 2026Q1: 93,073 shares 93,073 $26.4M 0.15% +303 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,673 shares; 2025Q1: 172,297 shares; 2025Q2: 234,504 shares; 2025Q3: 234,504 shares; 2025Q4: 350,723 shares; 2026Q1: 519,170 shares 519,170 $26.4M 0.15% +168,447 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,780 shares; 2025Q1: 79,480 shares; 2025Q2: 82,670 shares; 2025Q3: 77,082 shares; 2025Q4: 78,805 shares; 2026Q1: 85,197 shares 85,197 $25.4M 0.14% +6,392 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554,863 shares; 2025Q1: 531,251 shares; 2025Q2: 536,812 shares; 2025Q3: 517,769 shares; 2025Q4: 522,868 shares; 2026Q1: 542,555 shares 542,555 $25.2M 0.14% +19,687 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,530 shares; 2025Q1: 503,390 shares; 2025Q2: 503,941 shares; 2025Q3: 505,411 shares; 2025Q4: 517,910 shares; 2026Q1: 677,360 shares 677,360 $24.8M 0.14% +159,450 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,670 shares; 2025Q1: 184,186 shares; 2025Q2: 184,140 shares; 2025Q3: 221,091 shares; 2025Q4: 221,796 shares; 2026Q1: 296,276 shares 296,276 $24.6M 0.14% +74,480 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 704,583 shares; 2025Q1: 472,163 shares; 2025Q2: 511,955 shares; 2025Q3: 813,389 shares; 2025Q4: 985,887 shares; 2026Q1: 1,029,407 shares 1,029,407 $24.3M 0.13% +43,520 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: restricted; 2024Q4: 74,260 shares; 2025Q1: 72,726 shares; 2025Q2: 71,571 shares; 2025Q3: 88,017 shares; 2025Q4: 86,060 shares; 2026Q1: 83,900 shares 83,900 $24.1M 0.13% -2,160 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,047 shares; 2025Q1: 176,957 shares; 2025Q2: 137,131 shares; 2025Q3: 150,529 shares; 2025Q4: 163,131 shares; 2026Q1: 119,251 shares 119,251 $24M 0.13% -43,880 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,786 shares; 2025Q1: 491,626 shares; 2025Q2: 490,164 shares; 2025Q3: 537,277 shares; 2025Q4: 446,053 shares; 2026Q1: 708,053 shares 708,053 $24M 0.13% +262,000 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: restricted; 2024Q4: 280,000 shares; 2025Q1: 368,060 shares; 2025Q2: 332,809 shares; 2025Q3: 312,296 shares; 2025Q4: 226,979 shares; 2026Q1: 198,949 shares 198,949 $24M 0.13% -28,030 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,925 shares 456,925 $23.8M 0.13% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,092 shares; 2025Q1: 88,742 shares; 2025Q2: 88,522 shares; 2025Q3: 92,974 shares; 2025Q4: 107,804 shares; 2026Q1: 138,584 shares 138,584 $23.7M 0.13% +30,780 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,898 shares; 2025Q1: 39,755 shares; 2025Q2: 38,392 shares; 2025Q3: 55,979 shares; 2025Q4: 51,766 shares; 2026Q1: 62,264 shares 62,264 $23.5M 0.13% +10,498 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,378 shares; 2025Q1: 92,178 shares; 2025Q2: 80,851 shares; 2025Q3: 108,961 shares; 2025Q4: 90,311 shares; 2026Q1: 124,111 shares 124,111 $23.5M 0.13% +33,800 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,464 shares; 2025Q1: 213,944 shares; 2025Q2: 216,262 shares; 2025Q3: 334,977 shares; 2025Q4: 314,708 shares; 2026Q1: 316,018 shares 316,018 $23.5M 0.13% +1,310 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,110 shares; 2026Q1: 488,080 shares 488,080 $23.1M 0.13% +205,970 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362,810 shares 362,810 $23.1M 0.13% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,684 shares; 2026Q1: 187,441 shares 187,441 $23.1M 0.13% -36,243 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: restricted; 2024Q4: 56,440 shares; 2025Q1: 44,191 shares; 2025Q2: 37,598 shares; 2025Q3: 36,452 shares; 2025Q4: 35,844 shares; 2026Q1: 35,377 shares 35,377 $23M 0.13% -467 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,459,083 shares; 2025Q1: 1,455,508 shares; 2025Q2: 1,455,208 shares; 2025Q3: 1,464,473 shares; 2025Q4: 1,465,369 shares; 2026Q1: 1,465,369 shares 1,465,369 $22.9M 0.13% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,272 shares; 2025Q1: 301,022 shares; 2025Q2: 216,676 shares; 2025Q3: 208,456 shares; 2025Q4: 267,658 shares; 2026Q1: 234,425 shares 234,425 $22.7M 0.13% -33,233 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,090 shares; 2025Q1: 209,460 shares; 2025Q2: 242,525 shares; 2025Q3: 233,799 shares; 2025Q4: 279,228 shares; 2026Q1: 325,018 shares 325,018 $22.7M 0.13% +45,790 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 296,476 shares; 2025Q1: 240,983 shares; 2025Q2: 241,263 shares; 2025Q3: 329,547 shares; 2025Q4: 343,727 shares; 2026Q1: 350,269 shares 350,269 $22.5M 0.12% +6,542 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,600 shares; 2025Q3: 492,041 shares; 2025Q4: 484,084 shares; 2026Q1: 359,264 shares 359,264 $22.4M 0.12% -124,820 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,418 shares; 2026Q1: 242,542 shares 242,542 $22.4M 0.12% -42,876 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: restricted; 2024Q4: 47,159 shares; 2025Q1: 46,979 shares; 2025Q2: 47,036 shares; 2025Q3: 42,741 shares; 2025Q4: 45,575 shares; 2026Q1: 63,595 shares 63,595 $22.3M 0.12% +18,020 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 367,769 shares; 2025Q1: 533,849 shares; 2025Q2: 534,876 shares; 2025Q3: 367,787 shares; 2025Q4: 396,549 shares; 2026Q1: 496,639 shares 496,639 $22.3M 0.12% +100,090 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019,037 shares 1,019,037 $22.3M 0.12% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,880 shares; 2025Q1: 123,777 shares; 2025Q2: 106,292 shares; 2025Q3: 84,695 shares; 2025Q4: 140,255 shares; 2026Q1: 78,285 shares 78,285 $22M 0.12% -61,970 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363,951 shares; 2025Q1: 393,801 shares; 2025Q2: 499,291 shares; 2025Q3: 490,924 shares; 2025Q4: 616,788 shares; 2026Q1: 460,878 shares 460,878 $21.8M 0.12% -155,910 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380,720 shares 380,720 $21.7M 0.12% new Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385,710 shares; 2025Q1: 441,360 shares; 2025Q2: 493,654 shares; 2025Q3: 587,179 shares; 2025Q4: 489,825 shares; 2026Q1: 552,945 shares 552,945 $21.5M 0.12% +63,120 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,440 shares; 2025Q1: 153,820 shares; 2025Q2: 156,614 shares; 2025Q3: 190,121 shares; 2025Q4: 208,832 shares; 2026Q1: 243,872 shares 243,872 $21.4M 0.12% +35,040 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: restricted; 2024Q4: 15,799 shares; 2025Q1: 15,799 shares; 2025Q2: 15,666 shares; 2025Q3: 24,475 shares; 2025Q4: 24,473 shares; 2026Q1: 24,466 shares 24,466 $21.4M 0.12% -7 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,772 shares; 2025Q1: 116,302 shares; 2025Q2: 108,332 shares; 2025Q3: 130,517 shares; 2025Q4: 166,236 shares; 2026Q1: 273,206 shares 273,206 $21.3M 0.12% +106,970 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: restricted; 2024Q4: 695,541 shares; 2025Q1: 741,830 shares; 2025Q2: 606,013 shares; 2025Q3: 662,247 shares; 2025Q4: 403,769 shares; 2026Q1: 363,849 shares 363,849 $21.2M 0.12% -39,920 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010,596 shares; 2025Q1: 750,192 shares; 2025Q2: 1,497,444 shares; 2025Q3: 1,653,132 shares; 2025Q4: 1,882,832 shares; 2026Q1: 2,204,762 shares 2,204,762 $20.9M 0.12% +321,930 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,853,183 shares; 2025Q1: 1,845,423 shares; 2025Q2: 1,722,442 shares; 2025Q3: 2,201,974 shares; 2025Q4: 3,456,893 shares; 2026Q1: 3,481,093 shares 3,481,093 $20.9M 0.12% +24,200 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,096 shares; 2025Q1: 40,946 shares; 2025Q2: 29,783 shares; 2025Q3: 31,751 shares; 2025Q4: 35,910 shares; 2026Q1: 30,660 shares 30,660 $20.9M 0.12% -5,250 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 563,825 shares; 2025Q1: 561,455 shares; 2025Q2: 385,336 shares; 2025Q3: 535,236 shares; 2025Q4: 467,256 shares; 2026Q1: 555,526 shares 555,526 $20.5M 0.11% +88,270 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,805 shares; 2025Q1: 109,425 shares; 2025Q2: 91,407 shares; 2025Q3: 114,787 shares; 2025Q4: 91,726 shares; 2026Q1: 71,277 shares 71,277 $20.4M 0.11% -20,449 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333,380 shares; 2025Q1: 333,307 shares; 2025Q2: 358,820 shares; 2025Q3: 403,881 shares; 2025Q4: 294,644 shares; 2026Q1: 247,514 shares 247,514 $20M 0.11% -47,130 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,023 shares; 2025Q1: 118,390 shares; 2025Q2: 90,398 shares; 2025Q3: 123,511 shares; 2025Q4: 139,245 shares; 2026Q1: 119,715 shares 119,715 $19.8M 0.11% -19,530 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,109 shares; 2025Q1: 119,409 shares; 2025Q2: 128,766 shares; 2025Q3: 161,618 shares; 2025Q4: 197,135 shares; 2026Q1: 184,045 shares 184,045 $19.7M 0.11% -13,090 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: restricted; 2024Q4: 277,277 shares; 2025Q1: 268,905 shares; 2025Q2: 281,547 shares; 2025Q3: 120,359 shares; 2025Q4: 106,924 shares; 2026Q1: 98,780 shares 98,780 $18.9M 0.1% -8,144 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,034 shares; 2025Q1: 333,784 shares; 2025Q2: 439,155 shares; 2025Q3: 474,320 shares; 2025Q4: 327,553 shares; 2026Q1: 360,913 shares 360,913 $18.9M 0.1% +33,360 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854,749 shares; 2025Q1: 984,542 shares; 2025Q2: 1,134,244 shares; 2025Q3: 1,301,792 shares; 2025Q4: 856,644 shares; 2026Q1: 526,034 shares 526,034 $18.7M 0.1% -330,610 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,000 shares; 2025Q1: 213,330 shares; 2025Q2: 257,641 shares; 2025Q3: 224,911 shares; 2025Q4: 456,701 shares; 2026Q1: 792,191 shares 792,191 $18.5M 0.1% +335,490 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,298 shares; 2025Q1: 246,608 shares; 2025Q2: 247,258 shares; 2025Q3: 247,416 shares; 2025Q4: 247,470 shares; 2026Q1: 246,957 shares 246,957 $18.4M 0.1% -513 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,760 shares; 2026Q1: 1,142,960 shares 1,142,960 $18.2M 0.1% +456,200 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394,288 shares; 2025Q1: 392,638 shares; 2025Q2: 393,064 shares; 2025Q3: 505,625 shares; 2025Q4: 665,373 shares; 2026Q1: 694,763 shares 694,763 $18M 0.1% +29,390 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973,714 shares; 2025Q4: 2,272,823 shares; 2026Q1: 2,675,543 shares 2,675,543 $15.3M 0.08% +402,720 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: restricted; 2024Q4: 25,456 shares; 2025Q1: 105,525 shares; 2025Q2: 119,037 shares; 2025Q3: 123,707 shares; 2025Q4: 130,168 shares; 2026Q1: 131,345 shares 131,345 $14.4M 0.08% +1,177 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737,718 shares 737,718 $14.3M 0.08% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350,604 shares; 2025Q1: 365,450 shares; 2025Q2: 414,105 shares; 2025Q3: 571,754 shares; 2025Q4: 533,137 shares; 2026Q1: 312,840 shares 312,840 $13.1M 0.07% -220,297 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: restricted; 2024Q4: 77,618 shares; 2025Q1: 78,680 shares; 2025Q2: 80,504 shares; 2025Q3: 103,107 shares; 2025Q4: 105,469 shares; 2026Q1: 104,048 shares 104,048 $12.9M 0.07% -1,421 Timeline USHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,228 shares; 2025Q3: 198,842 shares; 2025Q4: 286,153 shares; 2026Q1: 333,242 shares 333,242 $12.3M 0.07% +47,089 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,174 shares 40,174 $12M 0.07% new Timeline CATH 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: restricted; 2024Q4: 134,352 shares; 2025Q1: 138,103 shares; 2025Q2: 142,830 shares; 2025Q3: 144,150 shares; 2025Q4: 146,948 shares; 2026Q1: 150,948 shares 150,948 $11.8M 0.07% +4,000 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238,567 shares 238,567 $11.1M 0.06% new Timeline TLCI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 380,000 shares; 2026Q1: 380,000 shares 380,000 $9.37M 0.05% 0 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: restricted; 2024Q4: 63,721 shares; 2025Q1: 61,539 shares; 2025Q2: 60,829 shares; 2025Q3: 59,456 shares; 2025Q4: 58,797 shares; 2026Q1: 58,254 shares 58,254 $9.3M 0.05% -543 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 16,559 shares; 2025Q4: 16,563 shares; 2026Q1: 16,003 shares 16,003 $8.79M 0.05% -560 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: restricted; 2024Q4: 36,761 shares; 2025Q1: 36,331 shares; 2025Q2: 36,864 shares; 2025Q3: 35,009 shares; 2025Q4: 27,319 shares; 2026Q1: 28,859 shares 28,859 $8.19M 0.05% +1,540 Timeline VONE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,498 shares 25,498 $7.52M 0.04% new 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: restricted; 2024Q4: 7,229 shares; 2025Q1: 6,825 shares; 2025Q2: 6,660 shares; 2025Q3: 6,407 shares; 2025Q4: 6,493 shares; 2026Q1: 6,463 shares 6,463 $6.44M 0.04% -30 Timeline TEMX TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $5.92M 0.03% 0 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: restricted; 2024Q4: 17,802 shares; 2025Q1: 37,764 shares; 2025Q2: 38,614 shares; 2025Q3: not reported; 2025Q4: 76,980 shares; 2026Q1: 80,826 shares 80,826 $5.88M 0.03% +3,846 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: restricted; 2024Q4: 26,123 shares; 2025Q1: 25,666 shares; 2025Q2: 20,243 shares; 2025Q3: 19,275 shares; 2025Q4: 19,251 shares; 2026Q1: 22,385 shares 22,385 $5.55M 0.03% +3,134 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: restricted; 2024Q4: 36,110 shares; 2025Q1: 58,053 shares; 2025Q2: 44,473 shares; 2025Q3: 113,607 shares; 2025Q4: 42,100 shares; 2026Q1: 59,219 shares 59,219 $5.35M 0.03% +17,119 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,625 shares; 2025Q1: 332,618 shares; 2025Q2: 417,575 shares; 2025Q3: 430,948 shares; 2025Q4: 338,545 shares; 2026Q1: 269,208 shares 269,208 $5.2M 0.03% -69,337 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: restricted; 2024Q4: 6,370 shares; 2025Q1: 6,220 shares; 2025Q2: 5,945 shares; 2025Q3: 5,781 shares; 2025Q4: 37,802 shares; 2026Q1: 52,649 shares 52,649 $5.12M 0.03% +14,847 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,515 shares; 2025Q1: 182,506 shares; 2025Q2: 179,609 shares; 2025Q3: 185,925 shares; 2025Q4: 167,064 shares; 2026Q1: 134,287 shares 134,287 $5.08M 0.03% -32,777 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,156 shares; 2025Q1: 24,156 shares; 2025Q2: 24,156 shares; 2025Q3: 33,583 shares; 2025Q4: 33,602 shares; 2026Q1: 33,583 shares 33,583 $5.04M 0.03% -19 Timeline TSEL TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200,040 shares; 2025Q2: 200,040 shares; 2025Q3: 200,040 shares; 2025Q4: 200,040 shares; 2026Q1: 200,040 shares 200,040 $4.95M 0.03% 0 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602,727 shares; 2025Q1: 802,727 shares; 2025Q2: 852,422 shares; 2025Q3: 529,882 shares; 2025Q4: 642,182 shares; 2026Q1: 644,417 shares 644,417 $4.94M 0.03% +2,235 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,926 shares; 2025Q1: 6,926 shares; 2025Q2: 17,899 shares; 2025Q3: 34,632 shares; 2025Q4: 25,956 shares; 2026Q1: 19,299 shares 19,299 $4.84M 0.03% -6,657 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 370,496 shares; 2025Q1: 226,275 shares; 2025Q2: 177,331 shares; 2025Q3: 216,763 shares; 2025Q4: 139,344 shares; 2026Q1: 198,087 shares 198,087 $4.81M 0.03% +58,743 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,466 shares; 2025Q3: 30,958 shares; 2025Q4: 36,227 shares; 2026Q1: 33,613 shares 33,613 $4.53M 0.03% -2,614 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: restricted; 2024Q4: 15,342 shares; 2025Q1: 14,823 shares; 2025Q2: 14,611 shares; 2025Q3: 17,857 shares; 2025Q4: 17,854 shares; 2026Q1: 24,759 shares 24,759 $4.49M 0.02% +6,905 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: restricted; 2024Q4: 32,835 shares; 2025Q1: 31,225 shares; 2025Q2: 30,175 shares; 2025Q3: 29,528 shares; 2025Q4: 29,337 shares; 2026Q1: 29,042 shares 29,042 $4.44M 0.02% -295 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: restricted; 2024Q4: 39,788 shares; 2025Q1: 37,238 shares; 2025Q2: 34,891 shares; 2025Q3: 34,082 shares; 2025Q4: 33,333 shares; 2026Q1: 32,430 shares 32,430 $4.41M 0.02% -903 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: restricted; 2024Q4: 63,664 shares; 2025Q1: 63,364 shares; 2025Q2: 60,882 shares; 2025Q3: 58,064 shares; 2025Q4: 57,375 shares; 2026Q1: 57,098 shares 57,098 $4.34M 0.02% -277 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,575 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares; 2026Q1: 8,525 shares 8,525 $4.09M 0.02% 0 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: restricted; 2024Q4: 16,243 shares; 2025Q1: 14,668 shares; 2025Q2: 13,716 shares; 2025Q3: 13,128 shares; 2025Q4: 14,521 shares; 2026Q1: 13,675 shares 13,675 $3.93M 0.02% -846 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,611 shares 189,611 $3.9M 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,935 shares; 2025Q1: 173,020 shares; 2025Q2: 194,446 shares; 2025Q3: 16,836 shares; 2025Q4: 115,977 shares; 2026Q1: 161,205 shares 161,205 $3.68M 0.02% +45,228 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: restricted; 2024Q4: 17,170 shares; 2025Q1: 27,931 shares; 2025Q2: 27,651 shares; 2025Q3: 26,892 shares; 2025Q4: 30,932 shares; 2026Q1: 36,212 shares 36,212 $3.52M 0.02% +5,280 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: restricted; 2024Q4: 17,118 shares; 2025Q1: 12,094 shares; 2025Q2: 12,108 shares; 2025Q3: 12,914 shares; 2025Q4: 11,158 shares; 2026Q1: 11,136 shares 11,136 $3.5M 0.02% -22 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: restricted; 2024Q4: 9,419 shares; 2025Q1: 9,390 shares; 2025Q2: 9,366 shares; 2025Q3: 9,403 shares; 2025Q4: 9,405 shares; 2026Q1: 9,405 shares 9,405 $3.49M 0.02% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,237 shares; 2025Q1: 29,180 shares; 2025Q2: 29,180 shares; 2025Q3: 54,246 shares; 2025Q4: 54,246 shares; 2026Q1: 78,819 shares 78,819 $3.24M 0.02% +24,573 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,856 shares; 2025Q1: 20,943 shares; 2025Q2: not reported; 2025Q3: 19,828 shares; 2025Q4: 76,557 shares; 2026Q1: 55,851 shares 55,851 $3.19M 0.02% -20,706 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,800 shares; 2025Q1: 14,100 shares; 2025Q2: 54,160 shares; 2025Q3: 81,694 shares; 2025Q4: 63,714 shares; 2026Q1: 56,969 shares 56,969 $3.13M 0.02% -6,745 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: restricted; 2024Q4: 12,369 shares; 2025Q1: 11,188 shares; 2025Q2: 9,356 shares; 2025Q3: 9,408 shares; 2025Q4: 9,021 shares; 2026Q1: 8,615 shares 8,615 $3.07M 0.02% -406 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: restricted; 2024Q4: 3,960 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 6,389 shares; 2025Q4: 6,419 shares; 2026Q1: 6,419 shares 6,419 $2.96M 0.02% 0 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: restricted; 2024Q4: 3,774 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 5,650 shares; 2025Q4: 28,265 shares; 2026Q1: 28,250 shares 28,250 $2.95M 0.02% -15 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: restricted; 2024Q4: 19,462 shares; 2025Q1: 19,462 shares; 2025Q2: 19,462 shares; 2025Q3: 19,456 shares; 2025Q4: 19,460 shares; 2026Q1: 19,456 shares 19,456 $2.93M 0.02% -4 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: restricted; 2024Q4: 9,523 shares; 2025Q1: 9,523 shares; 2025Q2: 8,717 shares; 2025Q3: 8,023 shares; 2025Q4: 8,155 shares; 2026Q1: 8,276 shares 8,276 $2.7M 0.01% +121 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: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 534 shares; 2025Q3: 3,998 shares; 2025Q4: 4,849 shares; 2026Q1: 4,598 shares 4,598 $2.65M 0.01% -251 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,844 shares; 2025Q1: 114,844 shares; 2025Q2: 114,844 shares; 2025Q3: 114,844 shares; 2025Q4: 114,844 shares; 2026Q1: 106,394 shares 106,394 $2.42M 0.01% -8,450 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: restricted; 2024Q4: 35,736 shares; 2025Q1: 31,711 shares; 2025Q2: 26,810 shares; 2025Q3: 23,966 shares; 2025Q4: 24,145 shares; 2026Q1: 23,597 shares 23,597 $2.42M 0.01% -548 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,942 shares; 2025Q1: 165,942 shares; 2025Q2: 165,942 shares; 2025Q3: 165,942 shares; 2025Q4: 165,942 shares; 2026Q1: 165,942 shares 165,942 $2.38M 0.01% 0 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: restricted; 2024Q4: 19,710 shares; 2025Q1: 20,055 shares; 2025Q2: 15,653 shares; 2025Q3: 14,160 shares; 2025Q4: 12,425 shares; 2026Q1: 11,152 shares 11,152 $2.38M 0.01% -1,273 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: restricted; 2024Q4: 1,644 shares; 2025Q1: 1,243 shares; 2025Q2: 1,207 shares; 2025Q3: 2,519 shares; 2025Q4: 2,552 shares; 2026Q1: 2,419 shares 2,419 $2.17M 0.01% -133 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: restricted; 2024Q4: 11,883 shares; 2025Q1: 11,981 shares; 2025Q2: 12,739 shares; 2025Q3: 10,891 shares; 2025Q4: 10,781 shares; 2026Q1: 9,916 shares 9,916 $2.1M 0.01% -865 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: restricted; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 6,850 shares; 2025Q3: 6,575 shares; 2025Q4: 6,664 shares; 2026Q1: 6,789 shares 6,789 $2.01M 0.01% +125 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: restricted; 2024Q4: 19,077 shares; 2025Q1: 18,656 shares; 2025Q2: 17,647 shares; 2025Q3: 15,772 shares; 2025Q4: 11,591 shares; 2026Q1: 9,290 shares 9,290 $2M 0.01% -2,301 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $1.93M 0.01% 0 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: restricted; 2024Q4: 5,109 shares; 2025Q1: 5,011 shares; 2025Q2: 4,629 shares; 2025Q3: 4,117 shares; 2025Q4: 4,155 shares; 2026Q1: 3,907 shares 3,907 $1.92M 0.01% -248 Timeline USIG 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: restricted; 2024Q4: 34,045 shares; 2025Q1: 34,045 shares; 2025Q2: 38,584 shares; 2025Q3: 38,584 shares; 2025Q4: 36,654 shares; 2026Q1: 35,310 shares 35,310 $1.81M 0.01% -1,344 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: restricted; 2024Q4: 5,476 shares; 2025Q1: 5,710 shares; 2025Q2: 6,077 shares; 2025Q3: 5,551 shares; 2025Q4: 5,461 shares; 2026Q1: 5,444 shares 5,444 $1.79M 0.01% -17 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: restricted; 2024Q4: 141,601 shares; 2025Q1: 111,255 shares; 2025Q2: 5,199 shares; 2025Q3: 4,963 shares; 2025Q4: 4,889 shares; 2026Q1: 4,863 shares 4,863 $1.73M 0.01% -26 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: restricted; 2024Q4: 3,773 shares; 2025Q1: 3,773 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 15,836 shares 15,836 $1.73M 0.01% +12,613 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: restricted; 2024Q4: 9,340 shares; 2025Q1: 9,500 shares; 2025Q2: 8,890 shares; 2025Q3: 8,640 shares; 2025Q4: 8,460 shares; 2026Q1: 8,460 shares 8,460 $1.72M 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,499 shares; 2025Q1: 5,426 shares; 2025Q2: 5,884 shares; 2025Q3: 6,168 shares; 2025Q4: 5,887 shares; 2026Q1: 5,868 shares 5,868 $1.72M 0.01% -19 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,114 shares 18,114 $1.7M 0.01% new 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: restricted; 2024Q4: 10,944 shares; 2025Q1: 10,765 shares; 2025Q2: 9,858 shares; 2025Q3: 8,943 shares; 2025Q4: 8,981 shares; 2026Q1: 8,883 shares 8,883 $1.68M 0.01% -98 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,010 shares; 2025Q1: 10,810 shares; 2025Q2: 10,844 shares; 2025Q3: 9,264 shares; 2025Q4: 9,509 shares; 2026Q1: 8,462 shares 8,462 $1.66M 0.01% -1,047 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: restricted; 2024Q4: 6,453 shares; 2025Q1: 6,388 shares; 2025Q2: 5,643 shares; 2025Q3: 6,066 shares; 2025Q4: 6,086 shares; 2026Q1: 6,415 shares 6,415 $1.52M 0.01% +329 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: restricted; 2024Q4: 11,010 shares; 2025Q1: 11,360 shares; 2025Q2: 11,090 shares; 2025Q3: 11,390 shares; 2025Q4: 11,480 shares; 2026Q1: 11,455 shares 11,455 $1.5M 0.01% -25 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: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,139 shares; 2025Q3: 4,035 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares 4,070 $1.46M 0.01% 0 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: restricted; 2024Q4: 8,692 shares; 2025Q1: 8,022 shares; 2025Q2: 7,507 shares; 2025Q3: 12,501 shares; 2025Q4: 11,178 shares; 2026Q1: 11,599 shares 11,599 $1.44M 0.01% +421 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: restricted; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 26,951 shares 26,951 $1.43M 0.01% +22,846 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares; 2026Q1: 6,033 shares 6,033 $1.43M 0.01% +1,174 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: restricted; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,057 shares; 2025Q3: 5,305 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $1.43M 0.01% 0 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: restricted; 2024Q4: 28,614 shares; 2025Q1: 28,614 shares; 2025Q2: 25,664 shares; 2025Q3: 25,146 shares; 2025Q4: 25,746 shares; 2026Q1: 27,555 shares 27,555 $1.37M 0.01% +1,809 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,147 shares; 2025Q1: 6,647 shares; 2025Q2: 6,352 shares; 2025Q3: 6,352 shares; 2025Q4: 7,418 shares; 2026Q1: 8,141 shares 8,141 $1.33M 0.01% +723 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,296 shares; 2025Q1: 65,145 shares; 2025Q2: 67,715 shares; 2025Q3: 60,025 shares; 2025Q4: 52,850 shares; 2026Q1: 34,201 shares 34,201 $1.33M 0.01% -18,649 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 13,444 shares; 2026Q1: 13,601 shares 13,601 $1.26M 0.01% +157 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,402 shares; 2025Q1: 13,956 shares; 2025Q2: 13,894 shares; 2025Q3: 13,917 shares; 2025Q4: 13,917 shares; 2026Q1: 13,917 shares 13,917 $1.26M 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,705 shares; 2026Q1: 9,658 shares 9,658 $1.24M 0.01% -47 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: restricted; 2024Q4: 6,548 shares; 2025Q1: 6,548 shares; 2025Q2: 6,375 shares; 2025Q3: 6,115 shares; 2025Q4: 13,636 shares; 2026Q1: 13,636 shares 13,636 $1.23M 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,891 shares; 2025Q1: 8,791 shares; 2025Q2: 8,351 shares; 2025Q3: 8,108 shares; 2025Q4: 8,108 shares; 2026Q1: 8,108 shares 8,108 $1.23M 0.01% 0 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: restricted; 2024Q4: 8,389 shares; 2025Q1: 8,608 shares; 2025Q2: 9,463 shares; 2025Q3: 10,901 shares; 2025Q4: 12,181 shares; 2026Q1: 12,235 shares 12,235 $1.21M 0.01% +54 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 4,777 shares; 2025Q3: 4,777 shares; 2025Q4: 4,777 shares; 2026Q1: 4,777 shares 4,777 $1.17M 0.01% 0 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: restricted; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 10,165 shares; 2025Q3: 10,865 shares; 2025Q4: 9,109 shares; 2026Q1: 9,277 shares 9,277 $1.1M 0.01% +168 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,392 shares; 2025Q3: 61,695 shares; 2025Q4: 28,697 shares; 2026Q1: 22,329 shares 22,329 $1.08M 0.01% -6,368 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,904 shares; 2025Q1: 13,954 shares; 2025Q2: 13,498 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares; 2026Q1: 13,498 shares 13,498 $1.06M 0.01% 0 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: restricted; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares; 2026Q1: 10,700 shares 10,700 $1.06M 0.01% -29 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,805 shares; 2025Q4: 38,073 shares; 2026Q1: 37,692 shares 37,692 $1M 0.01% -381 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,645 shares; 2025Q1: 85,290 shares; 2025Q2: 85,290 shares; 2025Q3: 85,290 shares; 2025Q4: 85,290 shares; 2026Q1: 85,290 shares 85,290 $947K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 2,920 shares; 2026Q1: 3,100 shares 3,100 $943K 0.01% +180 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: restricted; 2024Q4: 27,961 shares; 2025Q1: 21,989 shares; 2025Q2: 20,071 shares; 2025Q3: 18,630 shares; 2025Q4: 16,553 shares; 2026Q1: 16,177 shares 16,177 $932K 0.01% -376 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,122 shares; 2026Q1: 12,498 shares 12,498 $929K 0.01% +376 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: restricted; 2024Q4: 3,843 shares; 2025Q1: 3,816 shares; 2025Q2: 3,936 shares; 2025Q3: 4,014 shares; 2025Q4: 3,532 shares; 2026Q1: 3,486 shares 3,486 $913K 0.01% -46 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: restricted; 2024Q4: 4,458 shares; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 6,053 shares; 2025Q4: 6,061 shares; 2026Q1: 5,574 shares 5,574 $894K <0.01% -487 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,533 shares; 2025Q1: 34,233 shares; 2025Q2: 34,233 shares; 2025Q3: 34,233 shares; 2025Q4: 34,233 shares; 2026Q1: 34,233 shares 34,233 $879K <0.01% 0 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,961 shares 56,961 $872K <0.01% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,500 shares 29,500 $855K <0.01% 0 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: restricted; 2024Q4: 14,141 shares; 2025Q1: 14,141 shares; 2025Q2: 13,564 shares; 2025Q3: 13,564 shares; 2025Q4: 14,036 shares; 2026Q1: 15,530 shares 15,530 $816K <0.01% +1,494 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,916 shares; 2025Q1: 12,420 shares; 2025Q2: 8,392 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares; 2026Q1: 8,192 shares 8,192 $806K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 8,755 shares 8,755 $772K <0.01% +6,005 Timeline IYE 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: restricted; 2024Q4: 11,960 shares; 2025Q1: 11,960 shares; 2025Q2: 11,960 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $758K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,262 shares 52,262 $754K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,316 shares; 2025Q1: 6,990 shares; 2025Q2: 6,990 shares; 2025Q3: 7,494 shares; 2025Q4: 7,465 shares; 2026Q1: 6,218 shares 6,218 $753K <0.01% -1,247 Timeline IBDY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,355 shares; 2025Q4: 28,270 shares; 2026Q1: 28,473 shares 28,473 $736K <0.01% +203 Timeline IBDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,741 shares; 2025Q4: 27,868 shares; 2026Q1: 28,447 shares 28,447 $719K <0.01% +579 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: restricted; 2024Q4: 5,946 shares; 2025Q1: 4,870 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares; 2025Q4: 3,492 shares; 2026Q1: 3,454 shares 3,454 $719K <0.01% -38 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K <0.01% 0 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: restricted; 2024Q4: 13,390 shares; 2025Q1: 13,151 shares; 2025Q2: 11,807 shares; 2025Q3: 10,984 shares; 2025Q4: 11,043 shares; 2026Q1: 13,200 shares 13,200 $713K <0.01% +2,157 Timeline IBDW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,347 shares; 2025Q4: 30,036 shares; 2026Q1: 30,911 shares 30,911 $647K <0.01% +875 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: restricted; 2024Q4: 2,428 shares; 2025Q1: 2,421 shares; 2025Q2: 2,291 shares; 2025Q3: 2,304 shares; 2025Q4: 2,270 shares; 2026Q1: 2,230 shares 2,230 $640K <0.01% -40 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares; 2026Q1: 16,675 shares 16,675 $639K <0.01% -500 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: restricted; 2024Q4: 1,318,482 shares; 2025Q1: 894,304 shares; 2025Q2: 899,221 shares; 2025Q3: 14,922 shares; 2025Q4: 14,772 shares; 2026Q1: 14,422 shares 14,422 $636K <0.01% -350 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $635K <0.01% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,870 shares; 2025Q1: 8,870 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $620K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,438 shares; 2025Q1: 8,438 shares; 2025Q2: 8,438 shares; 2025Q3: 9,264 shares; 2025Q4: 9,434 shares; 2026Q1: 9,332 shares 9,332 $619K <0.01% -102 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,173 shares; 2025Q1: 10,173 shares; 2025Q2: 10,173 shares; 2025Q3: 9,673 shares; 2025Q4: 9,673 shares; 2026Q1: 7,890 shares 7,890 $609K <0.01% -1,783 Timeline EAGG 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: restricted; 2024Q4: 76,124 shares; 2025Q1: 50,334 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares; 2026Q1: 12,616 shares 12,616 $600K <0.01% -11,800 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,497 shares 5,497 $584K <0.01% new Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,629 shares; 2025Q1: 110,658 shares; 2025Q2: 44,684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,718 shares 32,718 $583K <0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares; 2026Q1: 18,210 shares 18,210 $577K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,400 shares; 2026Q1: 2,414 shares 2,414 $563K <0.01% +14 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: restricted; 2024Q4: 2,096 shares; 2025Q1: 1,911 shares; 2025Q2: 1,599 shares; 2025Q3: 1,817 shares; 2025Q4: 1,863 shares; 2026Q1: 2,475 shares 2,475 $559K <0.01% +612 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: restricted; 2024Q4: 5,380 shares; 2025Q1: 4,680 shares; 2025Q2: 4,010 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $557K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 455 shares; 2025Q2: 469 shares; 2025Q3: 584 shares; 2025Q4: 637 shares; 2026Q1: 507 shares 507 $553K <0.01% -130 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: restricted; 2024Q4: 10,765 shares; 2025Q1: 10,765 shares; 2025Q2: 9,939 shares; 2025Q3: 7,239 shares; 2025Q4: 6,639 shares; 2026Q1: 6,639 shares 6,639 $548K <0.01% 0 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: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,379 shares; 2025Q3: 1,554 shares; 2025Q4: 1,626 shares; 2026Q1: 1,794 shares 1,794 $543K <0.01% +168 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares; 2026Q1: 10,782 shares 10,782 $537K <0.01% +5,141 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: restricted; 2024Q4: 597,951 shares; 2025Q1: 598,272 shares; 2025Q2: 596,264 shares; 2025Q3: 23,598 shares; 2025Q4: 13,430 shares; 2026Q1: 10,391 shares 10,391 $534K <0.01% -3,039 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: restricted; 2024Q4: 3,455 shares; 2025Q1: 3,152 shares; 2025Q2: 2,538 shares; 2025Q3: 2,975 shares; 2025Q4: 3,015 shares; 2026Q1: 2,000 shares 2,000 $521K <0.01% -1,015 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares 11,850 $511K <0.01% 0 Timeline IBDZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,393 shares; 2026Q1: 19,275 shares 19,275 $502K <0.01% -118 Timeline SPXE 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: restricted; 2024Q4: 7,270 shares; 2025Q1: 7,247 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares; 2026Q1: 7,217 shares 7,217 $502K <0.01% -30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares; 2026Q1: 6,846 shares 6,846 $478K <0.01% +906 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: restricted; 2024Q4: 4,540 shares; 2025Q1: 4,040 shares; 2025Q2: 3,750 shares; 2025Q3: 3,675 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares 3,183 $471K <0.01% 0 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: restricted; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 1,067 shares 1,067 $466K <0.01% +99 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $464K <0.01% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,435 shares; 2025Q1: 6,435 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares; 2025Q4: 6,435 shares; 2026Q1: 6,435 shares 6,435 $462K <0.01% 0 Timeline IDU 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: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $441K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,775 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares; 2026Q1: 5,487 shares 5,487 $431K <0.01% -288 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,926 shares; 2025Q2: 21,926 shares; 2025Q3: 21,926 shares; 2025Q4: 21,926 shares; 2026Q1: 21,926 shares 21,926 $427K <0.01% 0 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: restricted; 2024Q4: 13,647 shares; 2025Q1: 8,997 shares; 2025Q2: 3,574 shares; 2025Q3: 2,915 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $413K <0.01% 0 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: restricted; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $389K <0.01% 0 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: restricted; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 4,766 shares; 2025Q4: 4,829 shares; 2026Q1: 3,484 shares 3,484 $388K <0.01% -1,345 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,258 shares 31,258 $385K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 3,219 shares 3,219 $370K <0.01% +1,463 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: restricted; 2024Q4: 3,974 shares; 2025Q1: 4,069 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,446 shares; 2026Q1: 2,241 shares 2,241 $368K <0.01% -1,205 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares; 2026Q1: 5,610 shares 5,610 $367K <0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,300 shares; 2025Q1: 22,300 shares; 2025Q2: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $358K <0.01% 0 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: restricted; 2024Q4: 12,016 shares; 2025Q1: 9,429 shares; 2025Q2: 7,080 shares; 2025Q3: 6,323 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares 6,291 $357K <0.01% 0 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: restricted; 2024Q4: 4,284 shares; 2025Q1: 4,001 shares; 2025Q2: 3,500 shares; 2025Q3: 3,095 shares; 2025Q4: 5,616 shares; 2026Q1: 5,751 shares 5,751 $352K <0.01% +135 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: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,067 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,089 shares 1,089 $349K <0.01% +4 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,770 shares; 2025Q4: 23,770 shares; 2026Q1: 24,270 shares 24,270 $346K <0.01% +500 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,844 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares 11,466 $345K <0.01% 0 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: restricted; 2024Q4: 753 shares; 2025Q1: 821 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $336K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 580 shares; 2025Q3: 584 shares; 2025Q4: 576 shares; 2026Q1: 378 shares 378 $327K <0.01% -198 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,155 shares; 2025Q2: 1,740 shares; 2025Q3: 1,675 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $321K <0.01% 0 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: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares; 2026Q1: 2,183 shares 2,183 $318K <0.01% -120 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: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,306 shares; 2025Q2: 2,228 shares; 2025Q3: 2,016 shares; 2025Q4: 1,971 shares; 2026Q1: 1,198 shares 1,198 $318K <0.01% -773 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,876 shares; 2025Q1: 6,546 shares; 2025Q2: 6,421 shares; 2025Q3: 5,921 shares; 2025Q4: 5,221 shares; 2026Q1: 5,121 shares 5,121 $317K <0.01% -100 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $313K <0.01% 0 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: restricted; 2024Q4: 376,047 shares; 2025Q1: 309,891 shares; 2025Q2: 1,934 shares; 2025Q3: 2,188 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares 2,232 $311K <0.01% 0 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: restricted; 2024Q4: 3,641 shares; 2025Q1: 3,606 shares; 2025Q2: 3,584 shares; 2025Q3: 2,197 shares; 2025Q4: 1,302 shares; 2026Q1: 1,217 shares 1,217 $296K <0.01% -85 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: restricted; 2024Q4: 557 shares; 2025Q1: 538 shares; 2025Q2: 523 shares; 2025Q3: 475 shares; 2025Q4: 441 shares; 2026Q1: 417 shares 417 $284K <0.01% -24 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,737 shares; 2026Q1: 2,470 shares 2,470 $284K <0.01% -1,267 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: restricted; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 7,376 shares; 2025Q4: 7,982 shares; 2026Q1: 4,718 shares 4,718 $283K <0.01% -3,264 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 560 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $273K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $273K <0.01% new 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: restricted; 2024Q4: 5,451 shares; 2025Q1: 5,451 shares; 2025Q2: 5,378 shares; 2025Q3: 4,978 shares; 2025Q4: 4,863 shares; 2026Q1: 2,901 shares 2,901 $270K <0.01% -1,962 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,729 shares; 2025Q1: 6,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,729 shares; 2026Q1: 5,729 shares 5,729 $267K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,874 shares; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 1,672 shares; 2025Q4: 1,634 shares; 2026Q1: 1,339 shares 1,339 $264K <0.01% -295 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: restricted; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,260 shares; 2025Q4: 1,230 shares; 2026Q1: 1,185 shares 1,185 $253K <0.01% -45 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 657 shares 657 $250K <0.01% 0 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: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $250K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $250K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,571 shares; 2025Q4: 6,563 shares; 2026Q1: 6,393 shares 6,393 $246K <0.01% -170 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,524 shares 2,524 $243K <0.01% new 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: restricted; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 4,130 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares 3,730 $243K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares 3,065 $243K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,176 shares; 2025Q1: 4,937 shares; 2025Q2: 4,937 shares; 2025Q3: 3,615 shares; 2025Q4: 3,532 shares; 2026Q1: 1,717 shares 1,717 $242K <0.01% -1,815 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: restricted; 2024Q4: 5,426 shares; 2025Q1: 5,451 shares; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,920 shares; 2026Q1: 2,493 shares 2,493 $242K <0.01% -1,427 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares 5,670 $237K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,090 shares; 2025Q1: 8,040 shares; 2025Q2: 3,877 shares; 2025Q3: 3,267 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares 3,017 $237K <0.01% 0 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: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,196 shares; 2025Q2: 1,399 shares; 2025Q3: 1,241 shares; 2025Q4: 1,358 shares; 2026Q1: 1,289 shares 1,289 $235K <0.01% -69 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 5,638 shares; 2026Q1: 5,638 shares 5,638 $229K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $224K <0.01% 0 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: restricted; 2024Q4: 642 shares; 2025Q1: 554 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 513 shares; 2026Q1: 307 shares 307 $224K <0.01% -206 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $223K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $222K <0.01% new 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: restricted; 2024Q4: 29,830 shares; 2025Q1: 38,630 shares; 2025Q2: 37,931 shares; 2025Q3: 406 shares; 2025Q4: 379 shares; 2026Q1: 300 shares 300 $221K <0.01% -79 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: restricted; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares 2,372 $220K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares 1,815 $214K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,082 shares; 2026Q1: 2,116 shares 2,116 $212K <0.01% +34 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,493 shares; 2025Q1: 5,313 shares; 2025Q2: 4,763 shares; 2025Q3: 3,626 shares; 2025Q4: not reported; 2026Q1: 3,412 shares 3,412 $211K <0.01% new 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: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 379 shares; 2025Q4: 474 shares; 2026Q1: 420 shares 420 $210K <0.01% -54 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,706 shares; 2026Q1: 2,238 shares 2,238 $209K <0.01% -2,468 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares 2,384 $209K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,941 shares; 2025Q1: 22,950 shares; 2025Q2: 18,662 shares; 2025Q3: 18,501 shares; 2025Q4: 9,281 shares; 2026Q1: 4,581 shares 4,581 $207K <0.01% -4,700 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 1,071 shares; 2025Q4: 1,117 shares; 2026Q1: 945 shares 945 $205K <0.01% -172 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares 593 $205K <0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,795 shares; 2026Q1: 1,192 shares 1,192 $205K <0.01% -603 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: restricted; 2024Q4: 8,686 shares; 2025Q1: 8,686 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 8,488 shares; 2026Q1: 3,744 shares 3,744 $203K <0.01% -4,744 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,997 shares; 2025Q1: 12,997 shares; 2025Q2: 12,997 shares; 2025Q3: 19,283 shares; 2025Q4: 24,923 shares; 2026Q1: 12,256 shares 12,256 $195K <0.01% -12,667 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,021 shares; 2025Q1: 36,021 shares; 2025Q2: 36,021 shares; 2025Q3: 36,021 shares; 2025Q4: 36,021 shares; 2026Q1: 36,021 shares 36,021 $28.5K <0.01% 0 Timeline