IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101,234 shares; 2024Q4: 1,061,238 shares; 2025Q1: 967,429 shares; 2025Q2: 937,942 shares; 2025Q3: 913,582 shares; 2025Q4: 906,369 shares; 2026Q1: 940,582 shares 940,582 $401M 14.3% +34,213 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883,364 shares; 2024Q4: 1,830,593 shares; 2025Q1: 1,784,053 shares; 2025Q2: 1,732,187 shares; 2025Q3: 1,703,294 shares; 2025Q4: 1,686,679 shares; 2026Q1: 1,749,104 shares 1,749,104 $374M 13.33% +62,425 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,244,383 shares; 2024Q4: 4,125,185 shares; 2025Q1: 4,139,060 shares; 2025Q2: 4,536,877 shares; 2025Q3: 4,455,248 shares; 2025Q4: 4,438,690 shares; 2026Q1: 10,136,473 shares 10,136,473 $296M 10.55% +5,697,783 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329,519 shares; 2024Q4: 3,311,337 shares; 2025Q1: 3,246,154 shares; 2025Q2: 5,687,092 shares; 2025Q3: 5,588,581 shares; 2025Q4: 5,621,794 shares; 2026Q1: 5,924,374 shares 5,924,374 $170M 6.06% +302,580 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,915 shares; 2024Q4: 5,536,473 shares; 2025Q1: 5,435,247 shares; 2025Q2: 5,284,036 shares; 2025Q3: 5,239,246 shares; 2025Q4: 5,076,403 shares; 2026Q1: 5,563,987 shares 5,563,987 $146M 5.22% +487,584 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426,505 shares; 2025Q3: 421,756 shares; 2025Q4: 1,675,946 shares; 2026Q1: 1,733,147 shares 1,733,147 $79.5M 2.84% +57,201 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054,786 shares; 2024Q4: 3,006,910 shares; 2025Q1: 2,946,255 shares; 2025Q2: 2,883,167 shares; 2025Q3: 2,833,044 shares; 2025Q4: 2,829,992 shares; 2026Q1: 2,998,377 shares 2,998,377 $67.3M 2.4% +168,385 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,321 shares; 2024Q4: 604,371 shares; 2025Q1: 496,516 shares; 2025Q2: 308,191 shares; 2025Q3: 303,252 shares; 2025Q4: 210,630 shares; 2026Q1: 147,877 shares 147,877 $63.6M 2.27% -62,753 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,513 shares; 2024Q4: 280,681 shares; 2025Q1: 278,162 shares; 2025Q2: 263,655 shares; 2025Q3: 245,524 shares; 2025Q4: 245,055 shares; 2026Q1: 248,730 shares 248,730 $61.7M 2.2% +3,675 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,470,895 shares; 2025Q1: 2,404,102 shares; 2025Q2: 2,322,883 shares; 2025Q3: 2,268,573 shares; 2025Q4: 2,264,703 shares; 2026Q1: 2,411,272 shares 2,411,272 $58.8M 2.1% +146,569 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525,254 shares; 2024Q4: 1,497,347 shares; 2025Q1: 1,469,899 shares; 2025Q2: 1,439,421 shares; 2025Q3: 1,416,356 shares; 2025Q4: 1,412,173 shares; 2026Q1: 1,476,355 shares 1,476,355 $54M 1.93% +64,182 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,573 shares; 2024Q4: 266,747 shares; 2025Q1: 256,877 shares; 2025Q2: 247,352 shares; 2025Q3: 242,960 shares; 2025Q4: 240,847 shares; 2026Q1: 243,246 shares 243,246 $52.3M 1.87% +2,399 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,626,284 shares; 2025Q1: 1,621,427 shares; 2025Q2: 1,591,477 shares; 2025Q3: 1,563,580 shares; 2025Q4: 1,560,315 shares; 2026Q1: 1,659,459 shares 1,659,459 $50.2M 1.79% +99,144 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770,092 shares; 2024Q4: 1,795,153 shares; 2025Q1: 1,507,283 shares; 2025Q2: 1,100,185 shares; 2025Q3: 1,080,792 shares; 2025Q4: 707,035 shares; 2026Q1: 491,235 shares 491,235 $45.1M 1.61% -215,800 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,247 shares; 2024Q4: 255,896 shares; 2025Q1: 249,589 shares; 2025Q2: 242,249 shares; 2025Q3: 238,485 shares; 2025Q4: 235,182 shares; 2026Q1: 252,907 shares 252,907 $36.9M 1.31% +17,725 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,418 shares; 2024Q4: 569,692 shares; 2025Q1: 571,212 shares; 2025Q2: 552,994 shares; 2025Q3: 539,191 shares; 2025Q4: 535,142 shares; 2026Q1: 568,683 shares 568,683 $33.9M 1.21% +33,541 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,275 shares; 2024Q4: 148,008 shares; 2025Q1: 135,900 shares; 2025Q2: 130,669 shares; 2025Q3: 125,773 shares; 2025Q4: 121,708 shares; 2026Q1: 128,801 shares 128,801 $32.7M 1.17% +7,093 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,112 shares; 2024Q4: 83,727 shares; 2025Q1: 81,063 shares; 2025Q2: 76,292 shares; 2025Q3: 87,435 shares; 2025Q4: 95,806 shares; 2026Q1: 98,388 shares 98,388 $28.3M 1.01% +2,582 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,346 shares; 2024Q4: 513,991 shares; 2025Q1: 503,373 shares; 2025Q2: 492,215 shares; 2025Q3: 484,615 shares; 2025Q4: 482,448 shares; 2026Q1: 503,040 shares 503,040 $27.2M 0.97% +20,592 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,737 shares; 2024Q4: 88,077 shares; 2025Q1: 80,556 shares; 2025Q2: 77,262 shares; 2025Q3: 72,546 shares; 2025Q4: 70,546 shares; 2026Q1: 71,278 shares 71,278 $26.4M 0.94% +732 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,149 shares; 2024Q4: 166,209 shares; 2025Q1: 159,767 shares; 2025Q2: 159,698 shares; 2025Q3: 147,866 shares; 2025Q4: 140,062 shares; 2026Q1: 141,671 shares 141,671 $24.7M 0.88% +1,609 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,457 shares; 2024Q4: 125,393 shares; 2025Q1: 112,371 shares; 2025Q2: 107,355 shares; 2025Q3: 90,273 shares; 2025Q4: 87,741 shares; 2026Q1: 77,554 shares 77,554 $24M 0.86% -10,187 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,080 shares; 2024Q4: 78,050 shares; 2025Q1: 88,826 shares; 2025Q2: 85,935 shares; 2025Q3: 85,169 shares; 2025Q4: 100,849 shares; 2026Q1: 114,011 shares 114,011 $23.7M 0.85% +13,162 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,871 shares; 2024Q4: 74,742 shares; 2025Q1: 74,530 shares; 2025Q2: 71,113 shares; 2025Q3: 70,206 shares; 2025Q4: 68,004 shares; 2026Q1: 65,655 shares 65,655 $19.3M 0.69% -2,349 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897,855 shares; 2025Q3: 885,198 shares; 2025Q4: 887,771 shares; 2026Q1: 230,378 shares 230,378 $15.7M 0.56% -657,393 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,399 shares; 2024Q4: 79,305 shares; 2025Q1: 78,875 shares; 2025Q2: 85,349 shares; 2025Q3: 104,258 shares; 2025Q4: 101,415 shares; 2026Q1: 111,657 shares 111,657 $13.9M 0.49% +10,242 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,025 shares; 2024Q4: 15,733 shares; 2025Q1: 15,289 shares; 2025Q2: 12,925 shares; 2025Q3: 12,661 shares; 2025Q4: 14,421 shares; 2026Q1: 14,815 shares 14,815 $13.6M 0.49% +394 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,363 shares; 2024Q4: 168,888 shares; 2025Q1: 159,260 shares; 2025Q2: 139,919 shares; 2025Q3: 134,023 shares; 2025Q4: 133,856 shares; 2026Q1: 137,745 shares 137,745 $13.4M 0.48% +3,889 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,258 shares; 2024Q4: 66,651 shares; 2025Q1: 66,418 shares; 2025Q2: 82,771 shares; 2025Q3: 81,881 shares; 2025Q4: 84,389 shares; 2026Q1: 83,086 shares 83,086 $13.3M 0.47% -1,303 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,434 shares; 2024Q4: 18,166 shares; 2025Q1: 17,381 shares; 2025Q2: 16,265 shares; 2025Q3: 55,562 shares; 2025Q4: 54,786 shares; 2026Q1: 53,610 shares 53,610 $13.1M 0.47% -1,176 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,067 shares; 2025Q1: 93,958 shares; 2025Q2: 88,762 shares; 2025Q3: 87,411 shares; 2025Q4: 84,587 shares; 2026Q1: 94,494 shares 94,494 $12.8M 0.46% +9,907 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,566 shares; 2024Q4: 47,281 shares; 2025Q1: 46,723 shares; 2025Q2: 44,544 shares; 2025Q3: 43,935 shares; 2025Q4: 74,555 shares; 2026Q1: 72,918 shares 72,918 $12.4M 0.44% -1,637 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,742 shares; 2024Q4: 20,919 shares; 2025Q1: 21,575 shares; 2025Q2: 20,982 shares; 2025Q3: 20,523 shares; 2025Q4: 19,866 shares; 2026Q1: 19,936 shares 19,936 $11.4M 0.41% +70 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,096 shares; 2024Q4: 234,432 shares; 2025Q1: 232,773 shares; 2025Q2: 219,791 shares; 2025Q3: 216,418 shares; 2025Q4: 235,767 shares; 2026Q1: 230,352 shares 230,352 $11.2M 0.4% -5,415 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,705 shares; 2024Q4: 259,640 shares; 2025Q1: 235,865 shares; 2025Q2: 205,715 shares; 2025Q3: 190,315 shares; 2025Q4: 190,315 shares; 2026Q1: 190,315 shares 190,315 $10.8M 0.39% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,091 shares; 2024Q4: 21,193 shares; 2025Q1: 21,081 shares; 2025Q2: 20,965 shares; 2025Q3: 20,676 shares; 2025Q4: 25,923 shares; 2026Q1: 28,345 shares 28,345 $9.97M 0.36% +2,422 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,062 shares; 2024Q4: 67,094 shares; 2025Q1: 67,652 shares; 2025Q2: 63,585 shares; 2025Q3: 62,701 shares; 2025Q4: 61,139 shares; 2026Q1: 59,057 shares 59,057 $9.72M 0.35% -2,082 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,834 shares; 2024Q4: 397,686 shares; 2025Q1: 403,758 shares; 2025Q2: 393,396 shares; 2025Q3: 384,045 shares; 2025Q4: 369,743 shares; 2026Q1: 330,398 shares 330,398 $9.58M 0.34% -39,345 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,100 shares; 2024Q4: 191,406 shares; 2025Q1: 195,987 shares; 2025Q2: 182,652 shares; 2025Q3: 179,618 shares; 2025Q4: 175,797 shares; 2026Q1: 171,131 shares 171,131 $9.27M 0.33% -4,666 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,029 shares; 2024Q4: 129,240 shares; 2025Q1: 130,852 shares; 2025Q2: 124,721 shares; 2025Q3: 122,959 shares; 2025Q4: 120,566 shares; 2026Q1: 115,180 shares 115,180 $9.17M 0.33% -5,386 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 30,804 shares; 2025Q1: 30,782 shares; 2025Q2: 29,213 shares; 2025Q3: 29,027 shares; 2025Q4: 28,632 shares; 2026Q1: 27,986 shares 27,986 $8.9M 0.32% -646 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,230 shares; 2024Q4: 170,705 shares; 2025Q1: 155,055 shares; 2025Q2: 135,205 shares; 2025Q3: 125,055 shares; 2025Q4: 125,055 shares; 2026Q1: 125,055 shares 125,055 $8.56M 0.31% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,502 shares; 2024Q4: 58,305 shares; 2025Q1: 56,786 shares; 2025Q2: 53,503 shares; 2025Q3: 53,271 shares; 2025Q4: 39,663 shares; 2026Q1: 25,122 shares 25,122 $8.49M 0.3% -14,541 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,640 shares; 2024Q4: 60,822 shares; 2025Q1: 61,257 shares; 2025Q2: 58,206 shares; 2025Q3: 57,371 shares; 2025Q4: 65,495 shares; 2026Q1: 63,024 shares 63,024 $8.25M 0.29% -2,471 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,102 shares; 2024Q4: 111,519 shares; 2025Q1: 112,281 shares; 2025Q2: 107,637 shares; 2025Q3: 114,499 shares; 2025Q4: 111,928 shares; 2026Q1: 107,793 shares 107,793 $8.2M 0.29% -4,135 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,059 shares; 2024Q4: 44,332 shares; 2025Q1: 44,242 shares; 2025Q2: 42,378 shares; 2025Q3: 41,763 shares; 2025Q4: 40,366 shares; 2026Q1: 39,383 shares 39,383 $8.15M 0.29% -983 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,052 shares; 2024Q4: 68,996 shares; 2025Q1: 70,495 shares; 2025Q2: 66,401 shares; 2025Q3: 65,375 shares; 2025Q4: 63,902 shares; 2026Q1: 61,940 shares 61,940 $8.12M 0.29% -1,962 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,261 shares; 2024Q4: 72,891 shares; 2025Q1: 72,777 shares; 2025Q2: 69,130 shares; 2025Q3: 69,988 shares; 2025Q4: 67,438 shares; 2026Q1: 69,660 shares 69,660 $7.9M 0.28% +2,222 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,902 shares; 2024Q4: 131,504 shares; 2025Q1: 169,438 shares; 2025Q2: 161,475 shares; 2025Q3: 157,688 shares; 2025Q4: 152,465 shares; 2026Q1: 150,386 shares 150,386 $7.55M 0.27% -2,079 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,455 shares; 2024Q4: 48,659 shares; 2025Q1: 48,227 shares; 2025Q2: 49,422 shares; 2025Q3: 48,418 shares; 2025Q4: 55,496 shares; 2026Q1: 54,046 shares 54,046 $7.53M 0.27% -1,450 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,860 shares; 2024Q4: 42,257 shares; 2025Q1: 41,628 shares; 2025Q2: 39,793 shares; 2025Q3: 39,217 shares; 2025Q4: 38,162 shares; 2026Q1: 32,308 shares 32,308 $7.42M 0.26% -5,854 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,345 shares; 2024Q4: 66,039 shares; 2025Q1: 65,435 shares; 2025Q2: 61,053 shares; 2025Q3: 60,415 shares; 2025Q4: 59,417 shares; 2026Q1: 58,226 shares 58,226 $7M 0.25% -1,191 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,740 shares; 2024Q4: 79,510 shares; 2025Q1: 79,735 shares; 2025Q2: 76,117 shares; 2025Q3: 75,058 shares; 2025Q4: 72,003 shares; 2026Q1: 69,675 shares 69,675 $6.72M 0.24% -2,328 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,380 shares; 2024Q4: 67,725 shares; 2025Q1: 67,901 shares; 2025Q2: 64,871 shares; 2025Q3: 63,890 shares; 2025Q4: 71,137 shares; 2026Q1: 70,123 shares 70,123 $6.51M 0.23% -1,014 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 30,104 shares; 2025Q1: 30,526 shares; 2025Q2: 28,863 shares; 2025Q3: 28,433 shares; 2025Q4: 27,784 shares; 2026Q1: 26,696 shares 26,696 $6.48M 0.23% -1,088 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,814 shares; 2024Q4: 62,657 shares; 2025Q1: 62,581 shares; 2025Q2: 59,809 shares; 2025Q3: 72,080 shares; 2025Q4: 69,696 shares; 2026Q1: 62,329 shares 62,329 $6.4M 0.23% -7,367 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,088 shares; 2024Q4: 30,575 shares; 2025Q1: 30,349 shares; 2025Q2: 28,957 shares; 2025Q3: 28,527 shares; 2025Q4: 27,689 shares; 2026Q1: 16,782 shares 16,782 $6M 0.21% -10,907 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 11,153 shares; 2025Q1: 11,203 shares; 2025Q2: 10,637 shares; 2025Q3: 10,459 shares; 2025Q4: 10,178 shares; 2026Q1: 9,906 shares 9,906 $5.99M 0.21% -272 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,855 shares; 2024Q4: 13,685 shares; 2025Q1: 13,744 shares; 2025Q2: 13,062 shares; 2025Q3: 12,875 shares; 2025Q4: 12,523 shares; 2026Q1: 11,977 shares 11,977 $5.98M 0.21% -546 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878,778 shares; 2024Q4: 830,783 shares; 2025Q1: 428,518 shares; 2025Q2: 392,268 shares; 2025Q3: 383,970 shares; 2025Q4: 380,024 shares; 2026Q1: 46,275 shares 46,275 $5.93M 0.21% -333,749 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,980 shares; 2024Q4: 34,448 shares; 2025Q1: 34,861 shares; 2025Q2: 33,093 shares; 2025Q3: 32,731 shares; 2025Q4: 31,570 shares; 2026Q1: 30,391 shares 30,391 $5.9M 0.21% -1,179 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,789 shares; 2024Q4: 68,156 shares; 2025Q1: 67,652 shares; 2025Q2: 66,882 shares; 2025Q3: 66,614 shares; 2025Q4: 65,160 shares; 2026Q1: 63,624 shares 63,624 $5.9M 0.21% -1,536 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,788 shares 29,788 $5.87M 0.21% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,752 shares; 2025Q1: 153,157 shares; 2025Q2: 146,058 shares; 2025Q3: 144,196 shares; 2025Q4: 133,850 shares; 2026Q1: 131,326 shares 131,326 $5.78M 0.21% -2,524 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,956 shares; 2024Q4: 18,965 shares; 2025Q1: 16,824 shares; 2025Q2: 16,676 shares; 2025Q3: 18,939 shares; 2025Q4: 18,228 shares; 2026Q1: 18,147 shares 18,147 $5.48M 0.2% -81 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 23,138 shares; 2025Q1: 22,992 shares; 2025Q2: 26,170 shares; 2025Q3: 25,805 shares; 2025Q4: 24,946 shares; 2026Q1: 24,461 shares 24,461 $5.32M 0.19% -485 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,001 shares; 2025Q1: 44,908 shares; 2025Q2: 43,211 shares; 2025Q3: 42,762 shares; 2025Q4: 41,620 shares; 2026Q1: 41,685 shares 41,685 $5.12M 0.18% +65 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,900 shares; 2024Q4: 74,435 shares; 2025Q1: 66,075 shares; 2025Q2: 58,225 shares; 2025Q3: 53,875 shares; 2025Q4: 84,419 shares; 2026Q1: 57,005 shares 57,005 $4.94M 0.18% -27,414 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,154 shares; 2024Q4: 33,531 shares; 2025Q1: 32,914 shares; 2025Q2: 31,317 shares; 2025Q3: 30,855 shares; 2025Q4: 30,163 shares; 2026Q1: 28,991 shares 28,991 $4.9M 0.17% -1,172 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 26,119 shares; 2025Q1: 26,084 shares; 2025Q2: 24,636 shares; 2025Q3: 24,263 shares; 2025Q4: 23,743 shares; 2026Q1: 22,847 shares 22,847 $4.64M 0.17% -896 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,240 shares; 2024Q4: 33,727 shares; 2025Q1: 36,220 shares; 2025Q2: 34,186 shares; 2025Q3: 27,494 shares; 2025Q4: 27,196 shares; 2026Q1: 31,649 shares 31,649 $4.63M 0.17% +4,453 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,442 shares; 2025Q1: 6,295 shares; 2025Q2: 5,846 shares; 2025Q3: 5,757 shares; 2025Q4: 5,357 shares; 2026Q1: 29,215 shares 29,215 $4.54M 0.16% +23,858 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,869 shares; 2025Q1: 10,875 shares; 2025Q2: 8,879 shares; 2025Q3: 71,103 shares; 2025Q4: 69,660 shares; 2026Q1: 68,195 shares 68,195 $4.53M 0.16% -1,465 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,756 shares; 2024Q4: 88,264 shares; 2025Q1: 87,402 shares; 2025Q2: 83,586 shares; 2025Q3: 82,529 shares; 2025Q4: 78,853 shares; 2026Q1: 61,522 shares 61,522 $4.45M 0.16% -17,331 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,319 shares; 2024Q4: 24,150 shares; 2025Q1: 30,143 shares; 2025Q2: 28,797 shares; 2025Q3: 28,394 shares; 2025Q4: 27,153 shares; 2026Q1: 26,486 shares 26,486 $4.38M 0.16% -667 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,032 shares; 2025Q2: 929 shares; 2025Q3: 1,569 shares; 2025Q4: 1,444 shares; 2026Q1: 5,165 shares 5,165 $4.37M 0.16% +3,721 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 15,358 shares; 2025Q4: 18,288 shares; 2026Q1: 17,824 shares 17,824 $4.32M 0.15% -464 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: 16,743 shares; 2025Q1: 16,717 shares; 2025Q2: 15,892 shares; 2025Q3: 15,643 shares; 2025Q4: 15,162 shares; 2026Q1: 14,394 shares 14,394 $4.2M 0.15% -768 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 11,883 shares; 2025Q1: 12,001 shares; 2025Q2: 11,143 shares; 2025Q3: 11,265 shares; 2025Q4: 11,104 shares; 2026Q1: 11,191 shares 11,191 $4.16M 0.15% +87 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,299 shares; 2025Q3: 21,426 shares; 2025Q4: 20,933 shares; 2026Q1: 20,586 shares 20,586 $4.15M 0.15% -347 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,190 shares; 2024Q4: 70,335 shares; 2025Q1: 71,225 shares; 2025Q2: 66,744 shares; 2025Q3: 65,542 shares; 2025Q4: 63,700 shares; 2026Q1: 61,979 shares 61,979 $4.09M 0.15% -1,721 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,581 shares 93,581 $3.97M 0.14% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,680 shares; 2024Q4: 17,767 shares; 2025Q1: 22,521 shares; 2025Q2: 21,427 shares; 2025Q3: 18,080 shares; 2025Q4: 17,387 shares; 2026Q1: 25,730 shares 25,730 $3.79M 0.13% +8,343 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,170 shares; 2024Q4: 40,338 shares; 2025Q1: 40,405 shares; 2025Q2: 38,423 shares; 2025Q3: 37,940 shares; 2025Q4: 37,091 shares; 2026Q1: 35,640 shares 35,640 $3.77M 0.13% -1,451 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,845 shares; 2024Q4: 15,552 shares; 2025Q1: 15,303 shares; 2025Q2: 14,922 shares; 2025Q3: 14,795 shares; 2025Q4: 14,022 shares; 2026Q1: 14,063 shares 14,063 $3.74M 0.13% +41 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,508 shares; 2025Q1: 3,452 shares; 2025Q2: 3,300 shares; 2025Q3: 3,221 shares; 2025Q4: 3,487 shares; 2026Q1: 2,415 shares 2,415 $3.56M 0.13% -1,072 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,367 shares; 2024Q4: 68,750 shares; 2025Q1: 69,351 shares; 2025Q2: 66,012 shares; 2025Q3: 65,080 shares; 2025Q4: 63,144 shares; 2026Q1: 60,598 shares 60,598 $3.49M 0.12% -2,546 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,553 shares; 2024Q4: 53,288 shares; 2025Q1: 50,879 shares; 2025Q2: 50,304 shares; 2025Q3: 50,209 shares; 2025Q4: 48,323 shares; 2026Q1: 48,265 shares 48,265 $3.47M 0.12% -58 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,893 shares; 2025Q1: 8,432 shares; 2025Q2: 8,095 shares; 2025Q3: 7,767 shares; 2025Q4: 7,489 shares; 2026Q1: 7,499 shares 7,499 $3.46M 0.12% +10 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,603 shares 65,603 $3.3M 0.12% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,778 shares; 2024Q4: 123,580 shares; 2025Q1: 111,774 shares; 2025Q2: 100,283 shares; 2025Q3: 94,648 shares; 2025Q4: 91,697 shares; 2026Q1: 135,954 shares 135,954 $3.3M 0.12% +44,257 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 10,518 shares; 2025Q1: 10,401 shares; 2025Q2: 10,172 shares; 2025Q3: 10,115 shares; 2025Q4: 9,957 shares; 2026Q1: 10,001 shares 10,001 $3.29M 0.12% +44 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,236 shares; 2025Q2: 4,865 shares; 2025Q3: 4,821 shares; 2025Q4: 3,322 shares; 2026Q1: 3,337 shares 3,337 $3.27M 0.12% +15 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,567 shares; 2026Q1: 34,774 shares 34,774 $3.25M 0.12% -793 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 16,495 shares; 2025Q1: 16,278 shares; 2025Q2: 15,371 shares; 2025Q3: 15,204 shares; 2025Q4: 7,431 shares; 2026Q1: 7,256 shares 7,256 $3.15M 0.11% -175 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares; 2026Q1: 5,645 shares 5,645 $3.04M 0.11% -56 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,495 shares; 2025Q1: 4,262 shares; 2025Q2: 4,168 shares; 2025Q3: 5,075 shares; 2025Q4: 47,330 shares; 2026Q1: 31,360 shares 31,360 $3.02M 0.11% -15,970 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,017 shares; 2024Q4: 177,186 shares; 2025Q1: 178,965 shares; 2025Q2: 170,181 shares; 2025Q3: 168,041 shares; 2025Q4: 161,343 shares; 2026Q1: 156,083 shares 156,083 $3M 0.11% -5,260 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,166 shares 123,166 $2.98M 0.11% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 18,885 shares; 2025Q1: 19,074 shares; 2025Q2: 18,198 shares; 2025Q3: 18,010 shares; 2025Q4: 9,397 shares; 2026Q1: 8,885 shares 8,885 $2.92M 0.1% -512 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,392 shares; 2025Q1: 2,333 shares; 2025Q2: 32,519 shares; 2025Q3: 32,737 shares; 2025Q4: 31,514 shares; 2026Q1: 31,620 shares 31,620 $2.92M 0.1% +106 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,824 shares; 2024Q4: 10,630 shares; 2025Q1: 10,712 shares; 2025Q2: 10,206 shares; 2025Q3: 10,087 shares; 2025Q4: 9,757 shares; 2026Q1: 9,313 shares 9,313 $2.89M 0.1% -444 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,295 shares; 2024Q4: 23,543 shares; 2025Q1: 21,961 shares; 2025Q2: 15,869 shares; 2025Q3: 8,978 shares; 2025Q4: 8,844 shares; 2026Q1: 9,749 shares 9,749 $2.8M 0.1% +905 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 9,760 shares; 2026Q1: 7,044 shares 7,044 $2.76M 0.1% -2,716 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,672 shares; 2024Q4: 26,672 shares; 2025Q1: 26,672 shares; 2025Q2: 26,355 shares; 2025Q3: 26,355 shares; 2025Q4: 26,355 shares; 2026Q1: 22,463 shares 22,463 $2.72M 0.1% -3,892 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465,947 shares; 2024Q4: 162,551 shares; 2025Q1: 146,225 shares; 2025Q2: 127,725 shares; 2025Q3: 118,125 shares; 2025Q4: 118,125 shares; 2026Q1: 118,125 shares 118,125 $2.71M 0.1% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,126 shares 13,126 $2.6M 0.09% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,363 shares; 2024Q4: 24,653 shares; 2025Q1: 60,117 shares; 2025Q2: 53,959 shares; 2025Q3: 51,040 shares; 2025Q4: 50,138 shares; 2026Q1: 49,793 shares 49,793 $2.55M 0.09% -345 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,482 shares; 2024Q4: 49,894 shares; 2025Q1: 47,173 shares; 2025Q2: 46,151 shares; 2025Q3: 45,451 shares; 2025Q4: 43,873 shares; 2026Q1: 23,465 shares 23,465 $2.54M 0.09% -20,408 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 12,806 shares; 2025Q1: 12,186 shares; 2025Q2: 11,430 shares; 2025Q3: 11,349 shares; 2025Q4: 11,015 shares; 2026Q1: 11,077 shares 11,077 $2.5M 0.09% +62 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,165 shares; 2024Q4: 38,089 shares; 2025Q1: 34,446 shares; 2025Q2: 30,894 shares; 2025Q3: 29,146 shares; 2025Q4: 28,573 shares; 2026Q1: 28,262 shares 28,262 $2.48M 0.09% -311 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 3,710 shares; 2025Q1: 3,015 shares; 2025Q2: 2,866 shares; 2025Q3: 2,849 shares; 2025Q4: 2,230 shares; 2026Q1: 2,214 shares 2,214 $2.21M 0.08% -16 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,988 shares; 2025Q1: 7,695 shares; 2025Q2: 7,285 shares; 2025Q3: 4,772 shares; 2025Q4: 4,743 shares; 2026Q1: 4,773 shares 4,773 $2.13M 0.08% +30 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,203 shares; 2025Q1: 7,077 shares; 2025Q2: 6,710 shares; 2025Q3: 6,670 shares; 2025Q4: 6,539 shares; 2026Q1: 6,580 shares 6,580 $1.99M 0.07% +41 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,116 shares; 2025Q1: 8,087 shares; 2025Q2: 7,761 shares; 2025Q3: 7,512 shares; 2025Q4: 7,723 shares; 2026Q1: 7,826 shares 7,826 $1.87M 0.07% +103 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 12,371 shares; 2025Q1: 11,949 shares; 2025Q2: 12,117 shares; 2025Q3: 11,928 shares; 2025Q4: 11,562 shares; 2026Q1: 11,433 shares 11,433 $1.83M 0.07% -129 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,870 shares; 2025Q1: 1,728 shares; 2025Q2: 1,763 shares; 2025Q3: 1,755 shares; 2025Q4: 1,665 shares; 2026Q1: 1,650 shares 1,650 $1.8M 0.06% -15 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,048 shares; 2024Q4: 43,118 shares; 2025Q1: 40,480 shares; 2025Q2: 37,582 shares; 2025Q3: 37,455 shares; 2025Q4: 37,115 shares; 2026Q1: 37,339 shares 37,339 $1.74M 0.06% +224 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,610 shares; 2025Q3: 20,610 shares; 2025Q4: 20,610 shares; 2026Q1: 20,610 shares 20,610 $1.55M 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,571 shares; 2025Q1: 2,388 shares; 2025Q2: 2,339 shares; 2025Q3: 2,315 shares; 2025Q4: 2,105 shares; 2026Q1: 2,098 shares 2,098 $1.53M 0.05% -7 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,761 shares; 2024Q4: 55,943 shares; 2025Q1: 53,484 shares; 2025Q2: 52,458 shares; 2025Q3: 49,845 shares; 2025Q4: 47,903 shares; 2026Q1: 48,006 shares 48,006 $1.52M 0.05% +103 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,598 shares; 2025Q1: 6,125 shares; 2025Q2: 6,024 shares; 2025Q3: 5,983 shares; 2025Q4: 5,492 shares; 2026Q1: 5,478 shares 5,478 $1.51M 0.05% -14 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 22,900 shares; 2025Q1: 20,775 shares; 2025Q2: 18,100 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares 16,750 $1.49M 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,784 shares; 2024Q4: 13,383 shares; 2025Q1: 12,176 shares; 2025Q2: 10,927 shares; 2025Q3: 10,315 shares; 2025Q4: 10,103 shares; 2026Q1: 10,035 shares 10,035 $1.46M 0.05% -68 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,650 shares; 2024Q4: 41,817 shares; 2025Q1: 41,676 shares; 2025Q2: 39,102 shares; 2025Q3: 38,663 shares; 2025Q4: 37,824 shares; 2026Q1: 8,522 shares 8,522 $1.4M 0.05% -29,302 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,305 shares; 2024Q4: 23,105 shares; 2025Q1: 20,930 shares; 2025Q2: 18,305 shares; 2025Q3: 16,955 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares 16,750 $1.38M 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,612 shares; 2025Q2: 23,898 shares; 2025Q3: 22,627 shares; 2025Q4: 22,220 shares; 2026Q1: 22,068 shares 22,068 $1.38M 0.05% -152 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 18,793 shares; 2025Q1: 18,657 shares; 2025Q2: 5,202 shares; 2025Q3: 5,215 shares; 2025Q4: 5,200 shares; 2026Q1: 5,020 shares 5,020 $1.36M 0.05% -180 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,521 shares 21,521 $1.27M 0.05% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,470 shares; 2025Q1: 10,356 shares; 2025Q2: 9,296 shares; 2025Q3: 8,738 shares; 2025Q4: 8,575 shares; 2026Q1: 8,512 shares 8,512 $1.26M 0.04% -63 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 6,904 shares; 2025Q1: 6,232 shares; 2025Q2: 6,303 shares; 2025Q3: 5,301 shares; 2025Q4: 4,857 shares; 2026Q1: 3,158 shares 3,158 $1.26M 0.04% -1,699 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,162 shares; 2024Q4: 56,006 shares; 2025Q1: 43,732 shares; 2025Q2: 42,115 shares; 2025Q3: 27,585 shares; 2025Q4: 24,907 shares; 2026Q1: 17,951 shares 17,951 $1.24M 0.04% -6,956 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 6,606 shares; 2025Q1: 6,380 shares; 2025Q2: 6,086 shares; 2025Q3: 6,222 shares; 2025Q4: 6,410 shares; 2026Q1: 6,443 shares 6,443 $1.11M 0.04% +33 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 2,493 shares; 2026Q1: 2,529 shares 2,529 $1.09M 0.04% +36 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,158 shares; 2025Q1: 10,043 shares; 2025Q2: 9,393 shares; 2025Q3: 9,332 shares; 2025Q4: 8,602 shares; 2026Q1: 9,182 shares 9,182 $1.09M 0.04% +580 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,320 shares; 2025Q1: 5,705 shares; 2025Q2: 5,703 shares; 2025Q3: 5,668 shares; 2025Q4: 4,282 shares; 2026Q1: 4,238 shares 4,238 $1.06M 0.04% -44 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,418 shares; 2026Q1: 34,768 shares 34,768 $1.05M 0.04% +350 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 15,345 shares; 2025Q1: 15,345 shares; 2025Q2: 15,345 shares; 2025Q3: 15,345 shares; 2025Q4: 15,345 shares; 2026Q1: 15,345 shares 15,345 $1.04M 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 5,999 shares; 2025Q1: 5,746 shares; 2025Q2: 5,675 shares; 2025Q3: 5,629 shares; 2025Q4: 5,562 shares; 2026Q1: 5,556 shares 5,556 $1.01M 0.04% -6 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,678 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,461 shares 1,461 $954K 0.03% -48 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,882 shares; 2024Q4: 45,534 shares; 2025Q1: 21,582 shares; 2025Q2: 19,457 shares; 2025Q3: 18,464 shares; 2025Q4: 18,185 shares; 2026Q1: 18,065 shares 18,065 $949K 0.03% -120 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares 3,136 $930K 0.03% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,914 shares 7,914 $929K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,590 shares; 2025Q1: 3,556 shares; 2025Q2: 3,239 shares; 2025Q3: 3,277 shares; 2025Q4: 3,070 shares; 2026Q1: 3,051 shares 3,051 $928K 0.03% -19 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,688 shares; 2025Q1: 5,622 shares; 2025Q2: 5,480 shares; 2025Q3: 5,484 shares; 2025Q4: 5,414 shares; 2026Q1: 5,180 shares 5,180 $910K 0.03% -234 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $888K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,890 shares; 2025Q1: 3,010 shares; 2025Q2: 2,921 shares; 2025Q3: 3,307 shares; 2025Q4: 2,991 shares; 2026Q1: 2,996 shares 2,996 $885K 0.03% +5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 1,037 shares; 2025Q2: 992 shares; 2025Q3: 983 shares; 2025Q4: 896 shares; 2026Q1: 901 shares 901 $867K 0.03% +5 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,189 shares; 2025Q1: 2,026 shares; 2025Q2: 2,059 shares; 2025Q3: 2,050 shares; 2025Q4: 1,765 shares; 2026Q1: 1,780 shares 1,780 $863K 0.03% +15 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,357 shares; 2025Q4: 6,912 shares; 2026Q1: 7,335 shares 7,335 $843K 0.03% +423 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,433 shares; 2025Q1: 6,038 shares; 2025Q2: 6,360 shares; 2025Q3: 6,337 shares; 2025Q4: 5,601 shares; 2026Q1: 5,527 shares 5,527 $831K 0.03% -74 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,933 shares; 2024Q4: 9,933 shares; 2025Q1: 9,783 shares; 2025Q2: 9,783 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,783 shares 9,783 $826K 0.03% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,228 shares 10,228 $822K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,001 shares; 2025Q1: 1,801 shares; 2025Q2: 1,583 shares; 2025Q3: 1,571 shares; 2025Q4: 1,419 shares; 2026Q1: 1,432 shares 1,432 $786K 0.03% +13 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,106 shares; 2025Q1: 10,046 shares; 2025Q2: 9,009 shares; 2025Q3: 8,536 shares; 2025Q4: 8,362 shares; 2026Q1: 8,245 shares 8,245 $780K 0.03% -117 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,069 shares; 2025Q1: 9,386 shares; 2025Q2: 9,514 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $752K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,920 shares; 2024Q4: 7,755 shares; 2025Q1: 6,998 shares; 2025Q2: 6,260 shares; 2025Q3: 5,898 shares; 2025Q4: 11,587 shares; 2026Q1: 11,901 shares 11,901 $729K 0.03% +314 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,042 shares; 2026Q1: 3,135 shares 3,135 $722K 0.03% +93 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,875 shares; 2024Q4: 47,041 shares; 2025Q1: 42,659 shares; 2025Q2: 39,948 shares; 2025Q3: 39,355 shares; 2025Q4: 37,188 shares; 2026Q1: 4,979 shares 4,979 $719K 0.03% -32,209 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,385 shares 3,385 $715K 0.03% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 9,264 shares; 2025Q3: 7,655 shares; 2025Q4: 6,997 shares; 2026Q1: 6,712 shares 6,712 $711K 0.03% -285 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,633 shares; 2025Q4: 3,317 shares; 2026Q1: 3,419 shares 3,419 $699K 0.02% +102 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,518 shares; 2025Q4: 15,147 shares; 2026Q1: 15,538 shares 15,538 $697K 0.02% +391 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,413 shares; 2025Q3: 4,726 shares; 2025Q4: 4,384 shares; 2026Q1: 4,482 shares 4,482 $684K 0.02% +98 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares; 2026Q1: 5,008 shares 5,008 $678K 0.02% +605 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,314 shares; 2024Q4: 45,976 shares; 2025Q1: 41,657 shares; 2025Q2: 37,253 shares; 2025Q3: 35,188 shares; 2025Q4: 34,377 shares; 2026Q1: 34,080 shares 34,080 $666K 0.02% -297 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,112 shares; 2024Q4: 87,683 shares; 2025Q1: 36,384 shares; 2025Q2: 32,839 shares; 2025Q3: 31,213 shares; 2025Q4: 30,798 shares; 2026Q1: 30,615 shares 30,615 $656K 0.02% -183 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,627 shares; 2024Q4: 39,704 shares; 2025Q1: 35,761 shares; 2025Q2: 32,079 shares; 2025Q3: 30,290 shares; 2025Q4: 29,722 shares; 2026Q1: 29,349 shares 29,349 $653K 0.02% -373 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 10,787 shares; 2025Q1: 9,722 shares; 2025Q2: 8,709 shares; 2025Q3: 8,224 shares; 2025Q4: 8,068 shares; 2026Q1: 8,006 shares 8,006 $633K 0.02% -62 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,083 shares 1,083 $610K 0.02% +89 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,228 shares; 2025Q4: 2,914 shares; 2026Q1: 3,018 shares 3,018 $598K 0.02% +104 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,118 shares; 2025Q1: 1,558 shares; 2025Q2: 1,490 shares; 2025Q3: 1,365 shares; 2025Q4: 1,612 shares; 2026Q1: 1,662 shares 1,662 $596K 0.02% +50 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 7,705 shares; 2025Q1: 6,955 shares; 2025Q2: 6,196 shares; 2025Q3: 5,823 shares; 2025Q4: 5,623 shares; 2026Q1: 5,663 shares 5,663 $570K 0.02% +40 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,872 shares; 2025Q3: 2,004 shares; 2025Q4: 1,866 shares; 2026Q1: 1,782 shares 1,782 $560K 0.02% -84 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,944 shares; 2025Q3: 4,909 shares; 2025Q4: 4,534 shares; 2026Q1: 4,437 shares 4,437 $558K 0.02% -97 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 7,178 shares; 2025Q1: 5,946 shares; 2025Q2: 5,303 shares; 2025Q3: 5,003 shares; 2025Q4: 4,840 shares; 2026Q1: 4,866 shares 4,866 $530K 0.02% +26 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,126 shares; 2025Q1: 1,102 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $516K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,570 shares; 2024Q4: 9,349 shares; 2025Q1: 8,568 shares; 2025Q2: 9,322 shares; 2025Q3: 9,231 shares; 2025Q4: 8,353 shares; 2026Q1: 7,980 shares 7,980 $501K 0.02% -373 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,699 shares; 2025Q1: 6,957 shares; 2025Q2: 6,234 shares; 2025Q3: 5,894 shares; 2025Q4: 5,753 shares; 2026Q1: 5,721 shares 5,721 $494K 0.02% -32 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,004 shares; 2024Q4: 5,004 shares; 2025Q1: 4,904 shares; 2025Q2: 4,904 shares; 2025Q3: 4,304 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares 4,154 $470K 0.02% 0 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,593 shares; 2024Q4: 20,107 shares; 2025Q1: 18,155 shares; 2025Q2: 16,271 shares; 2025Q3: 15,400 shares; 2025Q4: 15,064 shares; 2026Q1: 14,953 shares 14,953 $467K 0.02% -111 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares; 2026Q1: 1,602 shares 1,602 $455K 0.02% +62 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,921 shares; 2026Q1: 4,929 shares 4,929 $455K 0.02% +8 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 14,306 shares; 2025Q1: 12,976 shares; 2025Q2: 11,647 shares; 2025Q3: 11,034 shares; 2025Q4: 10,772 shares; 2026Q1: 10,705 shares 10,705 $453K 0.02% -67 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,851 shares; 2024Q4: 45,810 shares; 2025Q1: 46,802 shares; 2025Q2: 44,299 shares; 2025Q3: 43,618 shares; 2025Q4: 3,230 shares; 2026Q1: 2,245 shares 2,245 $440K 0.02% -985 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,592 shares 4,592 $416K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 700 shares 700 $415K 0.01% -175 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 946 shares; 2025Q1: 1,607 shares; 2025Q2: 655 shares; 2025Q3: 605 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $374K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 5,070 shares; 2026Q1: 4,723 shares 4,723 $366K 0.01% -347 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,248 shares; 2025Q1: 4,682 shares; 2025Q2: 4,181 shares; 2025Q3: 3,972 shares; 2025Q4: 3,859 shares; 2026Q1: 3,805 shares 3,805 $359K 0.01% -54 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 13,731 shares; 2025Q1: 12,364 shares; 2025Q2: 10,990 shares; 2025Q3: 10,379 shares; 2025Q4: 10,006 shares; 2026Q1: 10,076 shares 10,076 $306K 0.01% +70 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,992 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 4,079 shares; 2025Q4: 3,872 shares; 2026Q1: 3,879 shares 3,879 $282K 0.01% +7 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,669 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $268K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $263K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $263K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,715 shares; 2025Q1: 5,569 shares; 2025Q2: 5,375 shares; 2025Q3: 4,975 shares; 2025Q4: 1,097 shares; 2026Q1: 1,047 shares 1,047 $255K 0.01% -50 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,360 shares; 2025Q1: 13,683 shares; 2025Q2: 12,582 shares; 2025Q3: 5,820 shares; 2025Q4: 5,375 shares; 2026Q1: 5,409 shares 5,409 $245K 0.01% +34 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,917 shares; 2025Q1: 1,124 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 843 shares 843 $234K 0.01% -111 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $234K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,542 shares 1,542 $225K 0.01% -85 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,685 shares; 2025Q4: 4,685 shares; 2026Q1: 4,685 shares 4,685 $224K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 878 shares; 2026Q1: 818 shares 818 $200K 0.01% -60 Timeline