GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,547,714 shares 2,547,714 $900M 4.53% -21,360 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,236,664 shares 2,236,664 $834M 4.19% +63,992 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,549,295 shares 2,549,295 $738M 3.71% -91,948 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,252,487 shares 4,252,487 $723M 3.64% -54 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,764,618 shares 2,764,618 $553M 2.78% +24,571 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; 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; 2026Q2: 2,274,612 shares 2,274,612 $542M 2.73% +139,353 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; 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; 2026Q2: 930,966 shares 930,966 $524M 2.64% +11,919 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 547,391 shares 547,391 $410M 2.06% -532 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; 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; 2026Q2: 5,748,174 shares 5,748,174 $328M 1.65% -41,990 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; 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; 2026Q2: 445,286 shares 445,286 $322M 1.62% -37 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; 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; 2026Q2: 5,614,689 shares 5,614,689 $317M 1.59% +2,553 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; 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; 2026Q2: 653,800 shares 653,800 $312M 1.57% +331 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 882,492 shares 882,492 $303M 1.52% +45,205 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; 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; 2026Q2: 1,495,541 shares 1,495,541 $277M 1.39% -3,135 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 730,207 shares 730,207 $276M 1.39% +150,190 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; 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; 2026Q2: 1,959,690 shares 1,959,690 $268M 1.35% -176,626 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; 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; 2026Q2: 1,414,730 shares 1,414,730 $256M 1.29% -131,821 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 944,509 shares 944,509 $240M 1.21% -119,795 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; 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; 2026Q2: 2,550,333 shares 2,550,333 $235M 1.18% +8,921 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,627,177 shares 2,627,177 $206M 1.03% +24,993 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; 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; 2026Q2: 477,964 shares 477,964 $199M 1% +3,079 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 290,906 shares 290,906 $185M 0.93% +871 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,251,246 shares 1,251,246 $183M 0.92% -7,001 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; 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; 2026Q2: 1,107,849 shares 1,107,849 $168M 0.84% +125,973 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 755,368 shares 755,368 $164M 0.82% +276 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; 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; 2026Q2: 81,945 shares 81,945 $160M 0.8% +2,145 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; 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; 2026Q2: 536,900 shares 536,900 $160M 0.8% -499,539 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; 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; 2026Q2: 5,772,154 shares 5,772,154 $148M 0.75% +59,184 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 900,281 shares 900,281 $141M 0.71% +44,969 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 964,421 shares 964,421 $138M 0.69% +1,535 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,504,650 shares 1,504,650 $138M 0.69% 0 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; 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; 2026Q2: 2,304,823 shares 2,304,823 $133M 0.67% -301,104 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; 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; 2026Q2: 1,396,575 shares 1,396,575 $131M 0.66% -35,929 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; 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; 2026Q2: 255,913 shares 255,913 $128M 0.64% -11,788 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; 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; 2026Q2: 405,288 shares 405,288 $126M 0.63% +416 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; 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; 2026Q2: 793,728 shares 793,728 $116M 0.59% +32,746 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; 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; 2026Q2: 970,924 shares 970,924 $114M 0.57% -162,819 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; 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; 2026Q2: 1,438,079 shares 1,438,079 $114M 0.57% +10,480 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; 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; 2026Q2: 97,159 shares 97,159 $112M 0.56% -72,947 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 363,680 shares 363,680 $110M 0.55% +311,516 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; 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; 2026Q2: 1,131,737 shares 1,131,737 $109M 0.55% +55,877 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; 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; 2026Q2: 4,329,783 shares 4,329,783 $106M 0.53% +218,553 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; 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; 2026Q2: 3,089,306 shares 3,089,306 $105M 0.53% +337,837 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; 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; 2026Q2: 318,112 shares 318,112 $104M 0.52% +2,803 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; 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; 2026Q2: 3,925,408 shares 3,925,408 $101M 0.51% +24,995 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; 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; 2026Q2: 1,026,941 shares 1,026,941 $98.7M 0.5% -81,876 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; 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; 2026Q2: 349,248 shares 349,248 $98.4M 0.49% +1,147 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; 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; 2026Q2: 330,199 shares 330,199 $92.9M 0.47% +36,120 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 486,440 shares 486,440 $89.9M 0.45% -12,792 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; 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; 2026Q2: 249,666 shares 249,666 $88.1M 0.44% +3,066 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,247 shares 82,247 $87.6M 0.44% -18,425 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,438,139 shares 1,438,139 $86.9M 0.44% -2,754 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; 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; 2026Q2: 612,722 shares 612,722 $85.7M 0.43% +1,300 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; 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; 2026Q2: 666,931 shares 666,931 $85.7M 0.43% +7,080 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; 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; 2026Q2: 1,761,201 shares 1,761,201 $81.3M 0.41% +186,657 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 486,015 shares 486,015 $80.6M 0.41% -26,174 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737,718 shares; 2026Q2: 4,530,690 shares 4,530,690 $78.3M 0.39% +3,792,972 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 281,514 shares 281,514 $76.1M 0.38% +49,370 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; 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; 2026Q2: 74,770 shares 74,770 $75.6M 0.38% -117,220 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; 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; 2026Q2: 722,017 shares 722,017 $74.7M 0.38% -29,990 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,548,164 shares 2,548,164 $73.5M 0.37% -145,229 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 524,663 shares 524,663 $71M 0.36% +102,580 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 135,686 shares 135,686 $71M 0.36% +146 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 370,453 shares 370,453 $70.3M 0.35% -4,146 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; 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; 2026Q2: 844,895 shares 844,895 $69.8M 0.35% +11,316 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 246,706 shares 246,706 $69.8M 0.35% +235,570 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; 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; 2026Q2: 439,739 shares 439,739 $69M 0.35% 0 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; 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; 2026Q2: 783,405 shares 783,405 $68.8M 0.35% +3,886 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; 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; 2026Q2: 540,109 shares 540,109 $68.4M 0.34% +50,174 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 483,764 shares 483,764 $67.7M 0.34% +2,283 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; 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; 2026Q2: 173,586 shares 173,586 $67.7M 0.34% +393 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 3,219 shares; 2026Q2: 574,137 shares 574,137 $67.6M 0.34% +570,918 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; 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; 2026Q2: 1,572,870 shares 1,572,870 $66.6M 0.33% +178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 68,903 shares 68,903 $66.3M 0.33% +1,097 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; 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; 2026Q2: 2,562,900 shares 2,562,900 $64.7M 0.33% +230,538 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; 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; 2026Q2: 236,498 shares 236,498 $64.3M 0.32% +889 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 518,194 shares 518,194 $63.4M 0.32% +845 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; 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; 2026Q2: 159,462 shares 159,462 $63.3M 0.32% -87,028 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; 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; 2026Q2: 52,264 shares 52,264 $62.7M 0.32% +39 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; 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; 2026Q2: 1,957,880 shares 1,957,880 $62.6M 0.31% -71,639 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; 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; 2026Q2: 875,725 shares 875,725 $62.4M 0.31% +437,880 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 651,760 shares 651,760 $62.4M 0.31% -409 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; 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; 2026Q2: 830,925 shares 830,925 $62.3M 0.31% -10,092 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 118,882 shares 118,882 $61.7M 0.31% +1,532 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 372,156 shares 372,156 $60.3M 0.3% -4,684 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; 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; 2026Q2: 366,638 shares 366,638 $60M 0.3% +339 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 285,209 shares 285,209 $59.6M 0.3% +954 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 764,547 shares 764,547 $59.3M 0.3% -35,296 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; 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; 2026Q2: 257,445 shares 257,445 $59.1M 0.3% +74,064 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; 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; 2026Q2: 512,432 shares 512,432 $58.9M 0.3% -55,430 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; 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; 2026Q2: 261,927 shares 261,927 $58.7M 0.29% +55,617 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,076 shares; 2025Q4: 807,883 shares; 2026Q1: 902,637 shares; 2026Q2: 1,232,717 shares 1,232,717 $58.6M 0.29% +330,080 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; 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; 2026Q2: 666,830 shares 666,830 $55.8M 0.28% -54,575 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; 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; 2026Q2: 349,006 shares 349,006 $55.8M 0.28% +5,159 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,559 shares; 2025Q4: 152,921 shares; 2026Q1: 160,558 shares; 2026Q2: 161,581 shares 161,581 $55.6M 0.28% +1,023 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; 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; 2026Q2: 766,863 shares 766,863 $55.3M 0.28% +1,127 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 656,494 shares 656,494 $54.9M 0.28% -39,153 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 173,915 shares 173,915 $54.8M 0.28% +168,471 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; 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; 2026Q2: 1,077,481 shares 1,077,481 $53.7M 0.27% -2,032 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; 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; 2026Q2: 496,822 shares 496,822 $52.8M 0.27% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 208,716 shares 208,716 $52.5M 0.26% +858 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; 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; 2026Q2: 2,457,720 shares 2,457,720 $50.9M 0.26% +2,753 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 368,865 shares 368,865 $50.7M 0.25% +124,993 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; 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; 2026Q2: 73,150 shares 73,150 $50.2M 0.25% -7,262 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; 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; 2026Q2: 977,046 shares 977,046 $50.2M 0.25% +7,249 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,061,791 shares 2,061,791 $49.6M 0.25% +19,752 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; 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; 2026Q2: 94,967 shares 94,967 $48.4M 0.24% -12,587 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; 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; 2026Q2: 127,290 shares 127,290 $48.2M 0.24% -36,235 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; 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; 2026Q2: 141,550 shares 141,550 $47.9M 0.24% -34 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; 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; 2026Q2: 387,207 shares 387,207 $47M 0.24% -87,468 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 607,153 shares 607,153 $46.8M 0.24% -11,211 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; 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; 2026Q2: 512,058 shares 512,058 $46.7M 0.23% -68,857 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434,020 shares; 2026Q1: 400,420 shares; 2026Q2: 683,705 shares 683,705 $45.6M 0.23% +283,285 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; 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; 2026Q2: 167,347 shares 167,347 $43.6M 0.22% -25,083 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431,392 shares; 2025Q4: 607,136 shares; 2026Q1: 451,386 shares; 2026Q2: 324,053 shares 324,053 $43.3M 0.22% -127,333 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; 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; 2026Q2: 1,672,177 shares 1,672,177 $43.2M 0.22% +732,479 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; 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; 2026Q2: 1,000,000 shares 1,000,000 $43.2M 0.22% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,710 shares; 2026Q1: 180,783 shares; 2026Q2: 228,834 shares 228,834 $43.2M 0.22% +48,051 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; 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; 2026Q2: 144,974 shares 144,974 $42.5M 0.21% +116 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; 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; 2026Q2: 189,577 shares 189,577 $42.4M 0.21% -782 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 106,920 shares 106,920 $42.1M 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 578,051 shares 578,051 $41.3M 0.21% +622 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 402,981 shares 402,981 $41.2M 0.21% -16,922 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; 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; 2026Q2: 361,807 shares 361,807 $41.1M 0.21% +6,533 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; 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; 2026Q2: 715,646 shares 715,646 $40.9M 0.21% +1,110 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; 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; 2026Q2: 1,036,198 shares 1,036,198 $39.7M 0.2% +2,399 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; 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; 2026Q2: 359,556 shares 359,556 $39.6M 0.2% +149 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,565 shares; 2026Q1: 237,938 shares; 2026Q2: 241,960 shares 241,960 $39.5M 0.2% +4,022 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,052 shares; 2025Q4: 158,582 shares; 2026Q1: 159,115 shares; 2026Q2: 159,115 shares 159,115 $37.9M 0.19% 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; 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; 2026Q2: 263,633 shares 263,633 $36.7M 0.18% +3,511 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,069,080 shares 1,069,080 $36.4M 0.18% -41,151 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; 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; 2026Q2: 982,340 shares 982,340 $35.7M 0.18% +15,490 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; 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; 2026Q2: 6,887,602 shares 6,887,602 $35.5M 0.18% +3,406,509 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 280,092 shares 280,092 $34.8M 0.17% +209,971 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 93,030 shares 93,030 $34.8M 0.17% -43 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 841,438 shares 841,438 $34.5M 0.17% +321,150 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; 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; 2026Q2: 266,223 shares 266,223 $34.2M 0.17% -4,248 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 343,991 shares 343,991 $33.8M 0.17% +882 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337,711 shares; 2025Q3: 394,563 shares; 2025Q4: 454,169 shares; 2026Q1: 384,699 shares; 2026Q2: 374,655 shares 374,655 $33.8M 0.17% -10,044 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; 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; 2026Q2: 798,331 shares 798,331 $33.8M 0.17% -31,138 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; 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; 2026Q2: 1,766,754 shares 1,766,754 $33.7M 0.17% -48,436 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; 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; 2026Q2: 424,876 shares 424,876 $33.6M 0.17% +68,065 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640,810 shares; 2026Q1: 1,228,420 shares; 2026Q2: 1,630,411 shares 1,630,411 $33.5M 0.17% +401,991 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; 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; 2026Q2: 879,066 shares 879,066 $33.5M 0.17% +71,059 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 149,688 shares 149,688 $33.4M 0.17% +11,104 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; 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; 2026Q2: 289,169 shares 289,169 $33.3M 0.17% -320 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; 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; 2026Q2: 470,675 shares 470,675 $33.3M 0.17% +109,762 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 91,608 shares 91,608 $33.2M 0.17% -482 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,110 shares; 2026Q1: 488,080 shares; 2026Q2: 688,217 shares 688,217 $33.1M 0.17% +200,137 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; 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; 2026Q2: 556,854 shares 556,854 $33.1M 0.17% +37,684 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; 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; 2026Q2: 476,148 shares 476,148 $33M 0.17% +55,275 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; 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; 2026Q2: 3,043,279 shares 3,043,279 $33M 0.17% +838,517 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,083 shares; 2025Q4: 216,925 shares; 2026Q1: 337,045 shares; 2026Q2: 324,796 shares 324,796 $32.4M 0.16% -12,249 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; 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; 2026Q2: 366,216 shares 366,216 $32.3M 0.16% +50,198 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; 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; 2026Q2: 438,387 shares 438,387 $31.9M 0.16% +5,778 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; 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; 2026Q2: 177,743 shares 177,743 $31.7M 0.16% +170,557 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 185,498 shares 185,498 $31.4M 0.16% -67,311 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; 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; 2026Q2: 503,614 shares 503,614 $31.2M 0.16% -1,009,320 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; 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; 2026Q2: 216,990 shares 216,990 $31.1M 0.16% -34,556 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 155,794 shares 155,794 $30.8M 0.15% -9,267 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; 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; 2026Q2: 406,608 shares 406,608 $30.8M 0.15% +15,972 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; 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; 2026Q2: 1,077,320 shares 1,077,320 $30.8M 0.15% +12,825 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; 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; 2026Q2: 612,384 shares 612,384 $30.3M 0.15% -64,976 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,418 shares; 2026Q1: 242,542 shares; 2026Q2: 280,846 shares 280,846 $30.1M 0.15% +38,304 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 87,345 shares 87,345 $29.8M 0.15% +2,148 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,115,887 shares 1,115,887 $29.6M 0.15% +86,480 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; 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; 2026Q2: 585,050 shares 585,050 $29.6M 0.15% +88,411 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,341 shares 82,341 $29.4M 0.15% -1,559 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; 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; 2026Q2: 82,926 shares 82,926 $29M 0.15% +4,641 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,345 shares; 2026Q2: 213,910 shares 213,910 $29M 0.15% +1,565 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; 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; 2026Q2: 128,740 shares 128,740 $29M 0.15% +4,629 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; 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; 2026Q2: 268,408 shares 268,408 $28.9M 0.15% -140,126 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; 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; 2026Q2: 545,366 shares 545,366 $28.8M 0.14% +2,811 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; 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; 2026Q2: 24,466 shares 24,466 $28.7M 0.14% 0 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; 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; 2026Q2: 201,819 shares 201,819 $28.6M 0.14% -71,387 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238,567 shares; 2026Q2: 559,528 shares 559,528 $28.5M 0.14% +320,961 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,925 shares; 2026Q2: 529,213 shares 529,213 $28.5M 0.14% +72,288 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; 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; 2026Q2: 1,352,995 shares 1,352,995 $28.4M 0.14% -126,733 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 233,950 shares 233,950 $28.2M 0.14% -62,326 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162,870 shares 162,870 $28M 0.14% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019,037 shares; 2026Q2: 1,106,011 shares 1,106,011 $27.9M 0.14% +86,974 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; 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; 2026Q2: 93,425 shares 93,425 $27.9M 0.14% +22,148 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; 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; 2026Q2: 223,860 shares 223,860 $27.9M 0.14% +70,777 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 712,943 shares 712,943 $27.8M 0.14% -50,485 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,760 shares; 2026Q1: 1,142,960 shares; 2026Q2: 1,395,621 shares 1,395,621 $27.5M 0.14% +252,661 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362,810 shares; 2026Q2: 365,589 shares 365,589 $27.3M 0.14% +2,779 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,611 shares; 2026Q2: 1,053,271 shares 1,053,271 $27.1M 0.14% +863,660 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; 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; 2026Q2: 58,410 shares 58,410 $27.1M 0.14% +7,708 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380,720 shares; 2026Q2: 412,153 shares 412,153 $27M 0.14% +31,433 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172,140 shares 172,140 $26.5M 0.13% new 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; 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; 2026Q2: 135,947 shares 135,947 $26.3M 0.13% +16,232 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; 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; 2026Q2: 70,060 shares 70,060 $26.1M 0.13% -19,672 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; 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; 2026Q2: 260,325 shares 260,325 $26M 0.13% +12,811 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; 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; 2026Q2: 1,465,369 shares 1,465,369 $26M 0.13% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 216,111 shares 216,111 $25.7M 0.13% +17,162 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147,304 shares 147,304 $25.7M 0.13% new 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; 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; 2026Q2: 34,436 shares 34,436 $25.7M 0.13% -941 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; 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; 2026Q2: 551,295 shares 551,295 $25.6M 0.13% -1,650 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,684 shares; 2026Q1: 187,441 shares; 2026Q2: 231,782 shares 231,782 $24.5M 0.12% +44,341 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,927 shares; 2025Q4: 108,889 shares; 2026Q1: 129,048 shares; 2026Q2: 141,854 shares 141,854 $24.1M 0.12% +12,806 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; 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; 2026Q2: 568,470 shares 568,470 $23.9M 0.12% -139,583 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; 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; 2026Q2: 51,013 shares 51,013 $23.8M 0.12% -11,251 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; 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; 2026Q2: 234,563 shares 234,563 $23.7M 0.12% +138 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320,180 shares 320,180 $22.7M 0.11% new 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; 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; 2026Q2: 139,517 shares 139,517 $22.4M 0.11% +20,266 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870,898 shares 870,898 $22.3M 0.11% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,046,594 shares 1,046,594 $21.7M 0.11% +254,403 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; 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; 2026Q2: 782,462 shares 782,462 $21.5M 0.11% +87,699 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,600 shares; 2025Q3: 492,041 shares; 2025Q4: 484,084 shares; 2026Q1: 359,264 shares; 2026Q2: 304,153 shares 304,153 $21.2M 0.11% -55,111 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; 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; 2026Q2: 27,608 shares 27,608 $20.9M 0.11% -3,052 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 58,492 shares 58,492 $20.7M 0.1% -5,103 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 91,967 shares 91,967 $20.2M 0.1% -6,813 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 379,727 shares 379,727 $19.5M 0.1% -81,151 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,864,204 shares 2,864,204 $18.8M 0.09% +188,661 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; 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; 2026Q2: 125,021 shares 125,021 $16M 0.08% -6,324 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; 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; 2026Q2: 150,823 shares 150,823 $13.3M 0.07% -125 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,228 shares; 2025Q3: 198,842 shares; 2025Q4: 286,153 shares; 2026Q1: 333,242 shares; 2026Q2: 333,242 shares 333,242 $12.3M 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 103,122 shares 103,122 $11.7M 0.06% -926 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 16,559 shares; 2025Q4: 16,563 shares; 2026Q1: 16,003 shares; 2026Q2: 16,000 shares 16,000 $11.5M 0.06% -3 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; 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; 2026Q2: 380,000 shares 380,000 $10.2M 0.05% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,498 shares; 2026Q2: 26,626 shares 26,626 $9.02M 0.05% +1,128 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; 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; 2026Q2: 57,157 shares 57,157 $8.66M 0.04% -1,097 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; 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; 2026Q2: 33,294 shares 33,294 $7.96M 0.04% +4,435 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; 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; 2026Q2: 200,000 shares 200,000 $7.7M 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,159 shares 22,159 $6.66M 0.03% -226 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,567 shares 33,567 $6.19M 0.03% -16 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,467 shares 24,467 $6.17M 0.03% -292 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; 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; 2026Q2: 6,344 shares 6,344 $5.93M 0.03% -119 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; 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; 2026Q2: 72,805 shares 72,805 $5.92M 0.03% +15,707 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; 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; 2026Q2: 200,000 shares 200,000 $5.91M 0.03% -40 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; 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; 2026Q2: 157,071 shares 157,071 $5.77M 0.03% +22,784 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; 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; 2026Q2: 74,735 shares 74,735 $5.56M 0.03% -6,091 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; 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; 2026Q2: 287,074 shares 287,074 $5.49M 0.03% +17,866 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,466 shares; 2025Q3: 30,958 shares; 2025Q4: 36,227 shares; 2026Q1: 33,613 shares; 2026Q2: 37,023 shares 37,023 $5.43M 0.03% +3,410 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,554 shares 48,554 $5.36M 0.03% -4,095 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; 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; 2026Q2: 206,224 shares 206,224 $5.01M 0.03% +8,137 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,452 shares 19,452 $4.95M 0.02% -4 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; 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; 2026Q2: 56,726 shares 56,726 $4.93M 0.02% -2,493 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; 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; 2026Q2: 17,837 shares 17,837 $4.78M 0.02% -1,462 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; 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; 2026Q2: 10,607 shares 10,607 $4.6M 0.02% -545 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,866 shares 28,866 $4.52M 0.02% -176 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; 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; 2026Q2: 8,525 shares 8,525 $4.51M 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; 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; 2026Q2: 55,721 shares 55,721 $4.49M 0.02% +42,046 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; 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; 2026Q2: 7,312 shares 7,312 $4.25M 0.02% -1,148 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; 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; 2026Q2: 31,898 shares 31,898 $4.2M 0.02% -532 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,379 shares 9,379 $4M 0.02% -26 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,898 shares 35,898 $3.73M 0.02% -314 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; 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; 2026Q2: 78,819 shares 78,819 $3.45M 0.02% 0 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; 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; 2026Q2: 147,227 shares 147,227 $3.35M 0.02% -13,978 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 58,535 shares 58,535 $3.3M 0.02% +2,684 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; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 534 shares; 2025Q3: 3,998 shares; 2025Q4: 4,849 shares; 2026Q1: 4,598 shares; 2026Q2: 4,411 shares 4,411 $3.25M 0.02% -187 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $3.14M 0.02% 0 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; 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; 2026Q2: 106,394 shares 106,394 $3M 0.02% 0 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; 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; 2026Q2: 49,434 shares 49,434 $2.86M 0.01% -7,535 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,348 shares 8,348 $2.84M 0.01% +72 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,235 shares 28,235 $2.8M 0.01% -15 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 370,831 shares 370,831 $2.8M 0.01% -273,586 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,370 shares 6,370 $2.61M 0.01% -2,245 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; 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; 2026Q2: 6,416 shares 6,416 $2.55M 0.01% -3 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; 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; 2026Q2: 5,846 shares 5,846 $2.26M 0.01% -22 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,262 shares; 2026Q2: 93,278 shares 93,278 $2.24M 0.01% +41,016 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; 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; 2026Q2: 165,942 shares 165,942 $2.22M 0.01% 0 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; 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; 2026Q2: 2,252 shares 2,252 $2.2M 0.01% -167 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; 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; 2026Q2: 9,290 shares 9,290 $2.2M 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,222 shares 14,222 $1.99M 0.01% -200 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,114 shares; 2026Q2: 18,114 shares 18,114 $1.93M 0.01% 0 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; 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; 2026Q2: 5,574 shares 5,574 $1.9M 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; 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; 2026Q2: 3,783 shares 3,783 $1.9M 0.01% -124 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; 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; 2026Q2: 49,826 shares 49,826 $1.87M 0.01% +15,625 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; 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; 2026Q2: 7,797 shares 7,797 $1.85M 0.01% -2,119 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,498 shares 13,498 $1.84M 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,482 shares 34,482 $1.84M 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares; 2026Q1: 6,033 shares; 2026Q2: 6,033 shares 6,033 $1.83M 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,752 shares 32,752 $1.82M 0.01% -346,475 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,822 shares 34,822 $1.79M 0.01% -488 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; 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; 2026Q2: 8,371 shares 8,371 $1.77M 0.01% -91 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,285 shares 19,285 $1.75M 0.01% -4,312 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; 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; 2026Q2: 4,006 shares 4,006 $1.71M 0.01% -64 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,453 shares 11,453 $1.7M 0.01% -146 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; 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; 2026Q2: 5,672 shares 5,672 $1.69M 0.01% -5,028 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; 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; 2026Q2: 8,844 shares 8,844 $1.68M 0.01% -39 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,814 shares 14,814 $1.62M 0.01% -1,022 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; 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; 2026Q2: 11,104 shares 11,104 $1.59M 0.01% -351 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,856 shares 4,856 $1.52M 0.01% -7 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares; 2026Q2: 6,745 shares 6,745 $1.5M 0.01% +5,780 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; 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; 2026Q2: 8,141 shares 8,141 $1.49M 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,292 shares 5,292 $1.47M 0.01% -93 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; 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; 2026Q2: 6,614 shares 6,614 $1.46M 0.01% -175 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,868 shares; 2026Q1: not reported; 2026Q2: 129,951 shares 129,951 $1.45M 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,705 shares; 2026Q1: 9,658 shares; 2026Q2: 9,658 shares 9,658 $1.41M 0.01% 0 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; 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; 2026Q2: 6,373 shares 6,373 $1.41M 0.01% -42 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,792 shares 25,792 $1.37M 0.01% -1,159 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,015 shares 14,015 $1.35M 0.01% +379 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; 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; 2026Q2: 25,746 shares 25,746 $1.3M 0.01% -1,809 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; 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; 2026Q2: 8,992 shares 8,992 $1.3M 0.01% -285 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,004 shares 16,004 $1.29M 0.01% -230,953 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,939 shares 12,939 $1.28M 0.01% +704 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,707 shares 3,707 $1.25M 0.01% -1,070 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,808 shares 7,808 $1.22M 0.01% -300 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,961 shares; 2026Q2: 60,401 shares 60,401 $1.21M 0.01% +3,440 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,258 shares; 2026Q2: 75,415 shares 75,415 $1.2M 0.01% +44,157 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; 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; 2026Q2: 13,841 shares 13,841 $1.19M 0.01% -76 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; 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; 2026Q2: 3,901 shares 3,901 $1.18M 0.01% +415 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,805 shares; 2025Q4: 38,073 shares; 2026Q1: 37,692 shares; 2026Q2: 41,430 shares 41,430 $1.1M 0.01% +3,738 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,392 shares; 2025Q3: 61,695 shares; 2025Q4: 28,697 shares; 2026Q1: 22,329 shares; 2026Q2: 22,329 shares 22,329 $1.08M 0.01% 0 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; 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; 2026Q2: 34,233 shares 34,233 $1.05M 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 13,444 shares; 2026Q1: 13,601 shares; 2026Q2: 13,101 shares 13,101 $1.04M 0.01% -500 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,142 shares 12,142 $992K <0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 85,290 shares 85,290 $927K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,989 shares 45,989 $889K <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; 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; 2026Q2: 29,500 shares 29,500 $887K <0.01% 0 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; 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; 2026Q2: 8,140 shares 8,140 $875K <0.01% -52 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,218 shares 6,218 $874K <0.01% 0 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; 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; 2026Q2: 14,816 shares 14,816 $857K <0.01% -1,361 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,122 shares; 2026Q1: 12,498 shares; 2026Q2: 11,158 shares 11,158 $854K <0.01% -1,340 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; 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; 2026Q2: 2,578 shares 2,578 $852K <0.01% -522 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; 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; 2026Q2: 3,424 shares 3,424 $843K <0.01% -30 Timeline QNC QUANTUM EMOTION CORP More: the full row for QUANTUM EMOTION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263,714 shares 263,714 $823K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,846 shares 14,846 $778K <0.01% -684 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; 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; 2026Q2: 12,854 shares 12,854 $767K <0.01% -346 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; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 21,629 shares; 2025Q1: 110,658 shares; 2025Q2: 44,684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,718 shares; 2026Q2: 52,743 shares 52,743 $747K <0.01% +20,025 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,355 shares; 2025Q4: 28,270 shares; 2026Q1: 28,473 shares; 2026Q2: 28,473 shares 28,473 $733K <0.01% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,042 shares 54,042 $720K <0.01% new Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,741 shares; 2025Q4: 27,868 shares; 2026Q1: 28,447 shares; 2026Q2: 28,447 shares 28,447 $717K <0.01% 0 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; 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; 2026Q2: 16,675 shares 16,675 $680K <0.01% 0 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; 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; 2026Q2: 2,155 shares 2,155 $678K <0.01% -75 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,700 shares 11,700 $662K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 8,755 shares; 2026Q2: 8,600 shares 8,600 $649K <0.01% -155 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 2,526 shares 2,526 $646K <0.01% -76 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,347 shares; 2025Q4: 30,036 shares; 2026Q1: 30,911 shares; 2026Q2: 30,911 shares 30,911 $644K <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; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 455 shares; 2025Q2: 469 shares; 2025Q3: 584 shares; 2025Q4: 637 shares; 2026Q1: 507 shares; 2026Q2: 462 shares 462 $629K <0.01% -45 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,300 shares 3,300 $628K <0.01% 0 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,171 shares 18,171 $623K <0.01% new 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; 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; 2026Q2: 8,720 shares 8,720 $615K <0.01% -612 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,881 shares 12,881 $611K <0.01% +265 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares; 2026Q1: 6,846 shares; 2026Q2: 7,196 shares 7,196 $596K <0.01% +350 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,210 shares 18,210 $591K <0.01% 0 Timeline XNDU XANADU QUANTUM TECHNOLO LTD More: the full row for XANADU QUANTUM TECHNOLO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,761 shares 48,761 $590K <0.01% new 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; 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; 2026Q2: 2,463 shares 2,463 $585K <0.01% +49 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; 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; 2026Q2: 1,722 shares 1,722 $582K <0.01% -72 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,217 shares 7,217 $582K <0.01% 0 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; 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; 2026Q2: 1,344 shares 1,344 $580K <0.01% -897 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; 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; 2026Q2: 9,000 shares 9,000 $563K <0.01% -2,000 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; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 1,067 shares; 2026Q2: 6,402 shares 6,402 $551K <0.01% +5,335 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850 $550K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,639 shares 6,639 $545K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,393 shares; 2026Q1: 19,275 shares; 2026Q2: 19,275 shares 19,275 $502K <0.01% 0 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; 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; 2026Q2: 3,108 shares 3,108 $491K <0.01% -75 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; 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; 2026Q2: 1,783 shares 1,783 $482K <0.01% -217 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; 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; 2026Q2: 5,487 shares 5,487 $475K <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; 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; 2026Q2: 6,435 shares 6,435 $440K <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; 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; 2026Q2: 1,816 shares 1,816 $439K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,975 shares 10,975 $439K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,800 shares 3,800 $436K <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; 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; 2026Q2: 6,291 shares 6,291 $430K <0.01% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,136 shares 67,136 $418K <0.01% new 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; 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; 2026Q2: 3,484 shares 3,484 $412K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,066 shares 1,066 $411K <0.01% -132 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,366 shares 8,366 $389K <0.01% -2,025 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,844 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares; 2026Q2: 11,466 shares 11,466 $388K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,770 shares; 2025Q4: 23,770 shares; 2026Q1: 24,270 shares; 2026Q2: 24,270 shares 24,270 $382K <0.01% 0 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; 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; 2026Q2: 1,027 shares 1,027 $380K <0.01% -62 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; 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; 2026Q2: 9,000 shares 9,000 $380K <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; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: 821 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 519 shares 519 $370K <0.01% -106 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,427 shares 2,427 $366K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,174 shares; 2026Q2: 968 shares 968 $363K <0.01% -39,206 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; 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; 2026Q2: 5,175 shares 5,175 $363K <0.01% +457 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; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 554 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 513 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $348K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 2,961 shares 2,961 $345K <0.01% -214 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; 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; 2026Q2: 10,000 shares 10,000 $338K <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; 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; 2026Q2: 2,183 shares 2,183 $337K <0.01% 0 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,926 shares 21,926 $331K <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; 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; 2026Q2: 3,130 shares 3,130 $325K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,497 shares; 2026Q2: 2,997 shares 2,997 $323K <0.01% -2,500 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,638 shares 5,638 $321K <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; 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; 2026Q2: 1,339 shares 1,339 $316K <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; 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; 2026Q2: 2,125 shares 2,125 $311K <0.01% +408 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares; 2026Q2: 1,764 shares 1,764 $299K <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; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $295K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,213 shares 1,213 $294K <0.01% +28 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 580 shares; 2025Q3: 584 shares; 2025Q4: 576 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $286K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,291 shares 4,291 $285K <0.01% +547 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $284K <0.01% 0 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; 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; 2026Q2: 3,730 shares 3,730 $279K <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; 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; 2026Q2: 5,233 shares 5,233 $278K <0.01% -518 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,493 shares; 2025Q2: 10,473 shares; 2025Q3: 10,473 shares; 2025Q4: 13,472 shares; 2026Q1: not reported; 2026Q2: 11,101 shares 11,101 $276K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $271K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,629 shares 5,629 $268K <0.01% -100 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; 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; 2026Q2: 2,093 shares 2,093 $264K <0.01% -139 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $259K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,384 shares; 2026Q2: 2,816 shares 2,816 $258K <0.01% +432 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares; 2026Q2: 5,073 shares 5,073 $257K <0.01% -327 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $256K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,060 shares 1,060 $252K <0.01% -490 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,815 shares 1,815 $248K <0.01% 0 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; 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; 2026Q2: 5,670 shares 5,670 $245K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 560 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 590 shares 590 $240K <0.01% -53 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 898 shares 898 $240K <0.01% new 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; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $239K <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; 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; 2026Q2: 1,189 shares 1,189 $239K <0.01% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,082 shares; 2026Q1: 2,116 shares; 2026Q2: 2,116 shares 2,116 $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; 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; 2026Q2: 3,017 shares 3,017 $235K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $234K <0.01% new 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; 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; 2026Q2: 3,412 shares 3,412 $233K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,493 shares 2,493 $231K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,392 shares 2,392 $231K <0.01% +20 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; 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; 2026Q2: 2,710 shares 2,710 $228K <0.01% -2,900 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,668 shares; 2026Q1: not reported; 2026Q2: 995 shares 995 $226K <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; 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; 2026Q2: 2,901 shares 2,901 $225K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: not reported; 2026Q2: 1,240 shares 1,240 $219K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,066 shares 1,066 $219K <0.01% -151 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 613 shares 613 $217K <0.01% -114 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,412 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 986 shares 986 $215K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,571 shares; 2025Q4: 6,563 shares; 2026Q1: 6,393 shares; 2026Q2: 6,393 shares 6,393 $213K <0.01% 0 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; 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; 2026Q2: 2,238 shares 2,238 $212K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 538 shares; 2025Q2: 523 shares; 2025Q3: 475 shares; 2025Q4: 441 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $212K <0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $211K <0.01% new 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; 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; 2026Q2: 12,256 shares 12,256 $184K <0.01% 0 Timeline AMPG AMPLITECH GROUP INC More: the full row for AMPLITECH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,844 shares 23,844 $166K <0.01% new Timeline