SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,148 shares; 2024Q4: 549,712 shares; 2025Q1: 1,084,106 shares; 2025Q2: 1,415,218 shares; 2025Q3: 1,472,852 shares; 2025Q4: 1,585,630 shares; 2026Q1: 1,458,149 shares 1,458,149 $147M 4.93% -127,481 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: 721,804 shares; 2024Q4: 897,620 shares; 2025Q1: 1,146,803 shares; 2025Q2: 1,312,664 shares; 2025Q3: 1,259,810 shares; 2025Q4: 1,311,371 shares; 2026Q1: 1,198,918 shares 1,198,918 $104M 3.49% -112,453 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,653 shares; 2025Q3: 97,090 shares; 2025Q4: 130,239 shares; 2026Q1: 158,998 shares 158,998 $95M 3.19% +28,759 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: 145,956 shares; 2024Q4: 172,216 shares; 2025Q1: 198,123 shares; 2025Q2: 224,556 shares; 2025Q3: 223,412 shares; 2025Q4: 239,195 shares; 2026Q1: 291,650 shares 291,650 $74M 2.49% +52,455 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: 284,251 shares; 2024Q4: 308,392 shares; 2025Q1: 364,282 shares; 2025Q2: 406,043 shares; 2025Q3: 311,637 shares; 2025Q4: 333,635 shares; 2026Q1: 420,981 shares 420,981 $73.4M 2.47% +87,346 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: 170,129 shares; 2024Q4: 200,781 shares; 2025Q1: 214,832 shares; 2025Q2: 243,666 shares; 2025Q3: 250,458 shares; 2025Q4: 268,117 shares; 2026Q1: 346,679 shares 346,679 $72.2M 2.43% +78,562 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: 132,496 shares; 2024Q4: 134,630 shares; 2025Q1: 158,838 shares; 2025Q2: 165,442 shares; 2025Q3: 131,525 shares; 2025Q4: 140,784 shares; 2026Q1: 192,730 shares 192,730 $71.6M 2.41% +51,946 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: 191,807 shares; 2024Q4: 224,256 shares; 2025Q1: 230,598 shares; 2025Q2: 218,735 shares; 2025Q3: 167,743 shares; 2025Q4: 179,502 shares; 2026Q1: 231,197 shares 231,197 $71.6M 2.4% +51,695 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: 26,046 shares; 2024Q4: 30,491 shares; 2025Q1: 25,317 shares; 2025Q2: 25,754 shares; 2025Q3: 46,655 shares; 2025Q4: 499,473 shares; 2026Q1: 743,604 shares 743,604 $71.5M 2.4% +244,131 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: 76,018 shares; 2024Q4: 91,230 shares; 2025Q1: 110,952 shares; 2025Q2: 120,068 shares; 2025Q3: 111,071 shares; 2025Q4: 118,825 shares; 2026Q1: 191,439 shares 191,439 $70.9M 2.38% +72,614 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: 202,946 shares; 2024Q4: 239,503 shares; 2025Q1: 260,210 shares; 2025Q2: 295,131 shares; 2025Q3: 226,983 shares; 2025Q4: 225,931 shares; 2026Q1: 242,663 shares 242,663 $69.8M 2.34% +16,732 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: 58,452 shares; 2024Q4: 68,904 shares; 2025Q1: 70,678 shares; 2025Q2: 79,958 shares; 2025Q3: 74,307 shares; 2025Q4: 82,329 shares; 2026Q1: 120,876 shares 120,876 $69.2M 2.32% +38,547 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,400 shares; 2024Q4: 255,198 shares; 2025Q1: 213,964 shares; 2025Q2: 252,624 shares; 2025Q3: 356,448 shares; 2025Q4: 292,967 shares; 2026Q1: 336,287 shares 336,287 $68.4M 2.3% +43,320 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: not reported; 2024Q4: not reported; 2025Q1: 257,902 shares; 2025Q2: 255,620 shares; 2025Q3: 318,527 shares; 2025Q4: 341,015 shares; 2026Q1: 404,130 shares 404,130 $59.1M 1.99% +63,115 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,397 shares; 2024Q4: 938,023 shares; 2025Q1: 1,066,943 shares; 2025Q2: 1,153,350 shares; 2025Q3: 1,101,204 shares; 2025Q4: 1,135,121 shares; 2026Q1: 1,064,181 shares 1,064,181 $58.9M 1.98% -70,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,703 shares 172,703 $58.3M 1.96% new 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: 174,370 shares; 2024Q4: 206,829 shares; 2025Q1: 230,671 shares; 2025Q2: 274,008 shares; 2025Q3: 333,079 shares; 2025Q4: 362,837 shares; 2026Q1: 327,630 shares 327,630 $55.6M 1.87% -35,207 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: 116,445 shares; 2024Q4: 127,880 shares; 2025Q1: 142,433 shares; 2025Q2: 167,652 shares; 2025Q3: 185,350 shares; 2025Q4: 196,458 shares; 2026Q1: 172,176 shares 172,176 $42.1M 1.41% -24,282 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,870 shares; 2025Q4: 134,465 shares; 2026Q1: 171,661 shares 171,661 $40.8M 1.37% +37,196 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906,925 shares 906,925 $40M 1.34% new 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: 95,017 shares; 2024Q4: 118,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,808 shares 114,808 $39.2M 1.32% new 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: 20,638 shares; 2024Q4: 22,617 shares; 2025Q1: 27,068 shares; 2025Q2: 31,794 shares; 2025Q3: 42,432 shares; 2025Q4: 39,599 shares; 2026Q1: 41,935 shares 41,935 $38.6M 1.3% +2,336 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,415 shares 175,415 $37.5M 1.26% new 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: 86,157 shares; 2024Q4: 96,735 shares; 2025Q1: 98,251 shares; 2025Q2: 111,768 shares; 2025Q3: 96,966 shares; 2025Q4: 99,683 shares; 2026Q1: 118,402 shares 118,402 $34.8M 1.17% +18,719 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,629 shares; 2024Q4: 35,414 shares; 2025Q1: 470 shares; 2025Q2: 640 shares; 2025Q3: 6,618 shares; 2025Q4: 9,246 shares; 2026Q1: 69,953 shares 69,953 $34.7M 1.17% +60,707 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: not reported; 2024Q4: not reported; 2025Q1: 2,102 shares; 2025Q2: 3,143 shares; 2025Q3: 266,591 shares; 2025Q4: 283,235 shares; 2026Q1: 278,733 shares 278,733 $34.6M 1.16% -4,502 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: 172,269 shares; 2024Q4: 199,698 shares; 2025Q1: 274,310 shares; 2025Q2: 315,235 shares; 2025Q3: 367,875 shares; 2025Q4: 385,296 shares; 2026Q1: 372,145 shares 372,145 $34.6M 1.16% -13,151 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: 39,243 shares; 2024Q4: 45,476 shares; 2025Q1: 540 shares; 2025Q2: 960 shares; 2025Q3: 7,993 shares; 2025Q4: 8,226 shares; 2026Q1: 48,749 shares 48,749 $34.5M 1.16% +40,523 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: 61,566 shares; 2024Q4: 72,437 shares; 2025Q1: 70,282 shares; 2025Q2: 81,191 shares; 2025Q3: 88,501 shares; 2025Q4: 91,877 shares; 2026Q1: 112,917 shares 112,917 $34.1M 1.15% +21,040 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,866 shares; 2024Q4: 45,356 shares; 2025Q1: 45,428 shares; 2025Q2: 52,062 shares; 2025Q3: 59,760 shares; 2025Q4: 61,824 shares; 2026Q1: 69,951 shares 69,951 $33.5M 1.13% +8,127 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,787 shares; 2024Q4: 157,405 shares; 2025Q1: 199,174 shares; 2025Q2: 230,574 shares; 2025Q3: 245,946 shares; 2025Q4: 252,398 shares; 2026Q1: 252,298 shares 252,298 $33.3M 1.12% -100 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: not reported; 2024Q4: not reported; 2025Q1: 311,305 shares; 2025Q2: 362,475 shares; 2025Q3: 355,065 shares; 2025Q4: 365,914 shares; 2026Q1: 426,865 shares 426,865 $33.1M 1.11% +60,951 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,302 shares; 2024Q4: 411,394 shares; 2025Q1: 388,030 shares; 2025Q2: 457,420 shares; 2025Q3: 540,157 shares; 2025Q4: 604,865 shares; 2026Q1: 673,126 shares 673,126 $29.9M 1.01% +68,261 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,289 shares; 2024Q4: 52,650 shares; 2025Q1: 62,721 shares; 2025Q2: 76,605 shares; 2025Q3: 86,701 shares; 2025Q4: 97,077 shares; 2026Q1: 115,040 shares 115,040 $28.4M 0.96% +17,963 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,891 shares; 2024Q4: 94,558 shares; 2025Q1: 91,595 shares; 2025Q2: 109,213 shares; 2025Q3: 114,569 shares; 2025Q4: 127,065 shares; 2026Q1: 134,441 shares 134,441 $27.3M 0.92% +7,376 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: 77,241 shares; 2024Q4: 89,517 shares; 2025Q1: 90,862 shares; 2025Q2: 98,643 shares; 2025Q3: 80,098 shares; 2025Q4: 82,527 shares; 2026Q1: 95,601 shares 95,601 $27.1M 0.91% +13,074 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,733 shares; 2024Q4: 49,974 shares; 2025Q1: 58,865 shares; 2025Q2: 71,897 shares; 2025Q3: 89,783 shares; 2025Q4: 100,525 shares; 2026Q1: 103,948 shares 103,948 $26.5M 0.89% +3,423 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,869 shares; 2024Q4: 120,235 shares; 2025Q1: 128,007 shares; 2025Q2: 156,379 shares; 2025Q3: 154,205 shares; 2025Q4: 172,647 shares; 2026Q1: 200,506 shares 200,506 $26.3M 0.88% +27,859 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,697 shares; 2024Q4: 268,712 shares; 2025Q1: 285,826 shares; 2025Q2: 284,351 shares; 2025Q3: 274,650 shares; 2025Q4: 294,636 shares; 2026Q1: 268,639 shares 268,639 $26.2M 0.88% -25,997 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: 148,774 shares; 2024Q4: 152,950 shares; 2025Q1: 195,768 shares; 2025Q2: 239,192 shares; 2025Q3: 226,742 shares; 2025Q4: 244,826 shares; 2026Q1: 239,393 shares 239,393 $25.9M 0.87% -5,433 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,140 shares; 2024Q4: 350,673 shares; 2025Q1: 367,309 shares; 2025Q2: 479,149 shares; 2025Q3: 478,635 shares; 2025Q4: 509,543 shares; 2026Q1: 461,277 shares 461,277 $25.2M 0.85% -48,266 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: 39,379 shares; 2024Q4: 49,970 shares; 2025Q1: 46,544 shares; 2025Q2: 61,399 shares; 2025Q3: 89,097 shares; 2025Q4: 106,082 shares; 2026Q1: 118,153 shares 118,153 $24.4M 0.82% +12,071 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,995 shares; 2024Q4: 807,237 shares; 2025Q1: 769,135 shares; 2025Q2: 875,484 shares; 2025Q3: 779,014 shares; 2025Q4: 853,630 shares; 2026Q1: 794,204 shares 794,204 $24.2M 0.81% -59,426 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610,532 shares; 2025Q3: 555,395 shares; 2025Q4: 577,345 shares; 2026Q1: 592,258 shares 592,258 $24.2M 0.81% +14,913 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,080 shares; 2024Q4: 407,588 shares; 2025Q1: 468,917 shares; 2025Q2: 565,302 shares; 2025Q3: 448,515 shares; 2025Q4: 502,246 shares; 2026Q1: 523,334 shares 523,334 $23.8M 0.8% +21,088 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 1,163,215 shares 1,163,215 $21.8M 0.73% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949,237 shares; 2025Q4: 1,062,962 shares; 2026Q1: 1,367,118 shares 1,367,118 $21M 0.71% +304,156 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,835 shares; 2024Q4: 139,094 shares; 2025Q1: 156,203 shares; 2025Q2: 205,579 shares; 2025Q3: 232,772 shares; 2025Q4: 278,627 shares; 2026Q1: 298,662 shares 298,662 $19.4M 0.65% +20,035 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,219 shares; 2024Q4: 67,530 shares; 2025Q1: 73,305 shares; 2025Q2: 96,179 shares; 2025Q3: 115,973 shares; 2025Q4: 131,856 shares; 2026Q1: 141,957 shares 141,957 $18.7M 0.63% +10,101 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,552 shares; 2024Q4: 247,604 shares; 2025Q1: 294,356 shares; 2025Q2: 412,765 shares; 2025Q3: 476,461 shares; 2025Q4: 478,716 shares; 2026Q1: 478,887 shares 478,887 $18.7M 0.63% +171 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 998,368 shares 998,368 $18.6M 0.63% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,987 shares; 2024Q4: 54,564 shares; 2025Q1: 56,873 shares; 2025Q2: 72,194 shares; 2025Q3: 64,489 shares; 2025Q4: 73,295 shares; 2026Q1: 75,189 shares 75,189 $18.6M 0.62% +1,894 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,672 shares; 2024Q4: 169,002 shares; 2025Q1: 180,471 shares; 2025Q2: 245,218 shares; 2025Q3: 314,810 shares; 2025Q4: 358,007 shares; 2026Q1: 358,021 shares 358,021 $18.4M 0.62% +14 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,323 shares; 2024Q4: 46,458 shares; 2025Q1: 50,441 shares; 2025Q2: 58,013 shares; 2025Q3: 57,338 shares; 2025Q4: 70,049 shares; 2026Q1: 74,971 shares 74,971 $18.3M 0.62% +4,922 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,294 shares; 2024Q4: 39,709 shares; 2025Q1: 46,627 shares; 2025Q2: 61,313 shares; 2025Q3: 77,390 shares; 2025Q4: 86,584 shares; 2026Q1: 92,526 shares 92,526 $18.3M 0.62% +5,942 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,403 shares; 2024Q4: 57,631 shares; 2025Q1: 58,887 shares; 2025Q2: 77,420 shares; 2025Q3: 92,547 shares; 2025Q4: 112,107 shares; 2026Q1: 126,022 shares 126,022 $18.2M 0.61% +13,915 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,301 shares; 2024Q4: 55,468 shares; 2025Q1: 59,514 shares; 2025Q2: 80,394 shares; 2025Q3: 82,318 shares; 2025Q4: 93,560 shares; 2026Q1: 99,867 shares 99,867 $18.2M 0.61% +6,307 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: 140,160 shares; 2024Q4: 192,986 shares; 2025Q1: 203,383 shares; 2025Q2: 276,762 shares; 2025Q3: 317,530 shares; 2025Q4: 361,124 shares; 2026Q1: 359,824 shares 359,824 $18.1M 0.61% -1,300 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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: 109,419 shares; 2025Q4: 112,961 shares; 2026Q1: 162,996 shares 162,996 $17.9M 0.6% +50,035 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,920 shares; 2024Q4: 178,839 shares; 2025Q1: 167,006 shares; 2025Q2: 221,035 shares; 2025Q3: 225,340 shares; 2025Q4: 256,260 shares; 2026Q1: 284,686 shares 284,686 $17.4M 0.58% +28,426 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,869 shares; 2025Q2: 168,902 shares; 2025Q3: 214,828 shares; 2025Q4: 228,675 shares; 2026Q1: 272,641 shares 272,641 $17.4M 0.58% +43,966 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,490 shares 33,490 $15.9M 0.53% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,131 shares; 2024Q4: 189,599 shares; 2025Q1: 220,454 shares; 2025Q2: 236,472 shares; 2025Q3: 225,862 shares; 2025Q4: 230,606 shares; 2026Q1: 205,308 shares 205,308 $13.3M 0.45% -25,298 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,043 shares; 2024Q4: 13,633 shares; 2025Q1: 17,729 shares; 2025Q2: 20,381 shares; 2025Q3: 34,166 shares; 2025Q4: 37,775 shares; 2026Q1: 33,115 shares 33,115 $10.8M 0.36% -4,660 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,679 shares; 2024Q4: 43,592 shares; 2025Q1: 46,722 shares; 2025Q2: 57,813 shares; 2025Q3: 85,681 shares; 2025Q4: 102,011 shares; 2026Q1: 123,261 shares 123,261 $10.7M 0.36% +21,250 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,316 shares; 2024Q4: 47,104 shares; 2025Q1: 54,528 shares; 2025Q2: 60,770 shares; 2025Q3: 123,442 shares; 2025Q4: 149,355 shares; 2026Q1: 164,558 shares 164,558 $10.1M 0.34% +15,203 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 7,249 shares; 2025Q1: 9,911 shares; 2025Q2: 11,729 shares; 2025Q3: 17,862 shares; 2025Q4: 21,815 shares; 2026Q1: 23,032 shares 23,032 $9.8M 0.33% +1,217 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: 22,576 shares; 2024Q4: 20,060 shares; 2025Q1: 19,481 shares; 2025Q2: 24,358 shares; 2025Q3: 21,140 shares; 2025Q4: 24,407 shares; 2026Q1: 31,225 shares 31,225 $6.79M 0.23% +6,818 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,456 shares; 2024Q4: 71,555 shares; 2025Q1: 65,556 shares; 2025Q2: 84,675 shares; 2025Q3: 107,333 shares; 2025Q4: 124,061 shares; 2026Q1: 111,105 shares 111,105 $6.74M 0.23% -12,956 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,144 shares; 2024Q4: 24,179 shares; 2025Q1: 29,084 shares; 2025Q2: 32,875 shares; 2025Q3: 35,048 shares; 2025Q4: 41,221 shares; 2026Q1: 42,670 shares 42,670 $6.71M 0.23% +1,449 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,178 shares; 2024Q4: 133,595 shares; 2025Q1: 155,677 shares; 2025Q2: 191,293 shares; 2025Q3: 196,120 shares; 2025Q4: 223,710 shares; 2026Q1: 237,808 shares 237,808 $6.68M 0.22% +14,098 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: 37,834 shares; 2024Q4: 33,894 shares; 2025Q1: 44,321 shares; 2025Q2: 54,429 shares; 2025Q3: 59,906 shares; 2025Q4: 64,170 shares; 2026Q1: 55,193 shares 55,193 $6.64M 0.22% -8,977 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: 7,184 shares; 2024Q4: 6,440 shares; 2025Q1: 7,682 shares; 2025Q2: 9,816 shares; 2025Q3: 9,940 shares; 2025Q4: 10,906 shares; 2026Q1: 13,355 shares 13,355 $6.56M 0.22% +2,449 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 11,056 shares; 2025Q1: 12,480 shares; 2025Q2: 14,897 shares; 2025Q3: 16,332 shares; 2025Q4: 18,849 shares; 2026Q1: 24,441 shares 24,441 $6.52M 0.22% +5,592 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: 52,283 shares; 2024Q4: 44,178 shares; 2025Q1: 37,347 shares; 2025Q2: 45,051 shares; 2025Q3: 41,941 shares; 2025Q4: 48,441 shares; 2026Q1: 46,567 shares 46,567 $6.49M 0.22% -1,874 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: 78,009 shares; 2024Q4: 97,319 shares; 2025Q1: 115,497 shares; 2025Q2: 136,159 shares; 2025Q3: 123,701 shares; 2025Q4: 127,246 shares; 2026Q1: 131,979 shares 131,979 $6.43M 0.22% +4,733 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,614 shares; 2025Q2: 58,614 shares; 2025Q3: 60,812 shares; 2025Q4: 66,736 shares; 2026Q1: 89,515 shares 89,515 $6.43M 0.22% +22,779 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: 13,059 shares; 2024Q4: 11,695 shares; 2025Q1: 12,707 shares; 2025Q2: 15,588 shares; 2025Q3: 17,285 shares; 2025Q4: 19,103 shares; 2026Q1: 18,173 shares 18,173 $6.39M 0.21% -930 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: 33,030 shares; 2024Q4: 36,111 shares; 2025Q1: 44,704 shares; 2025Q2: 56,876 shares; 2025Q3: 13,832 shares; 2025Q4: 15,967 shares; 2026Q1: 23,552 shares 23,552 $6.37M 0.21% +7,585 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: 15,990 shares; 2024Q4: 14,316 shares; 2025Q1: 18,815 shares; 2025Q2: 23,103 shares; 2025Q3: 25,542 shares; 2025Q4: 28,015 shares; 2026Q1: 33,490 shares 33,490 $6.35M 0.21% +5,475 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 16,839 shares; 2025Q1: 19,255 shares; 2025Q2: 21,780 shares; 2025Q3: 27,458 shares; 2025Q4: 29,489 shares; 2026Q1: 31,718 shares 31,718 $6.29M 0.21% +2,229 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: 12,031 shares; 2024Q4: 10,820 shares; 2025Q1: 10,625 shares; 2025Q2: 13,037 shares; 2025Q3: 12,452 shares; 2025Q4: 14,761 shares; 2026Q1: 19,127 shares 19,127 $6.28M 0.21% +4,366 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 8,111 shares; 2025Q1: 7,774 shares; 2025Q2: 9,516 shares; 2025Q3: 12,329 shares; 2025Q4: 14,220 shares; 2026Q1: 14,053 shares 14,053 $6.28M 0.21% -167 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: 38,156 shares; 2024Q4: 34,185 shares; 2025Q1: 31,377 shares; 2025Q2: 37,297 shares; 2025Q3: 34,501 shares; 2025Q4: 41,550 shares; 2026Q1: 61,081 shares 61,081 $6.27M 0.21% +19,531 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: 6,570 shares; 2024Q4: 7,170 shares; 2025Q1: 44,602 shares; 2025Q2: 51,501 shares; 2025Q3: 11,228 shares; 2025Q4: 11,863 shares; 2026Q1: 12,507 shares 12,507 $6.25M 0.21% +644 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,747 shares; 2025Q4: 7,311 shares; 2026Q1: 7,209 shares 7,209 $6.24M 0.21% -102 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: 8,945 shares; 2024Q4: 7,935 shares; 2025Q1: 7,834 shares; 2025Q2: 8,905 shares; 2025Q3: 10,653 shares; 2025Q4: 11,412 shares; 2026Q1: 13,242 shares 13,242 $6.1M 0.21% +1,830 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: 63,189 shares; 2024Q4: 67,374 shares; 2025Q1: 73,199 shares; 2025Q2: 81,215 shares; 2025Q3: 74,598 shares; 2025Q4: 72,721 shares; 2026Q1: 76,605 shares 76,605 $6.1M 0.2% +3,884 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,817 shares; 2025Q4: 29,616 shares; 2026Q1: 33,155 shares 33,155 $6.05M 0.2% +3,539 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 16,758 shares; 2025Q1: 20,102 shares; 2025Q2: 23,190 shares; 2025Q3: 27,727 shares; 2025Q4: 32,391 shares; 2026Q1: 34,652 shares 34,652 $6.01M 0.2% +2,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,073 shares 4,073 $6M 0.2% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 22,385 shares; 2025Q1: 31,038 shares; 2025Q2: 36,443 shares; 2025Q3: 30,470 shares; 2025Q4: 35,799 shares; 2026Q1: 51,942 shares 51,942 $5.97M 0.2% +16,143 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: 6,491 shares; 2024Q4: 7,451 shares; 2025Q1: 8,621 shares; 2025Q2: 9,085 shares; 2025Q3: 7,681 shares; 2025Q4: 7,221 shares; 2026Q1: 6,960 shares 6,960 $5.89M 0.2% -261 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: 52,003 shares; 2024Q4: 46,575 shares; 2025Q1: 38,845 shares; 2025Q2: 47,699 shares; 2025Q3: 48,794 shares; 2025Q4: 56,383 shares; 2026Q1: 91,895 shares 91,895 $5.77M 0.19% +35,512 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,543 shares 62,543 $5.69M 0.19% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 2,896 shares; 2025Q3: 31,258 shares; 2025Q4: 46,935 shares; 2026Q1: 46,539 shares 46,539 $5.64M 0.19% -396 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 2,678 shares; 2025Q3: 31,596 shares; 2025Q4: 43,558 shares; 2026Q1: 49,244 shares 49,244 $5.57M 0.19% +5,686 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,233 shares 27,233 $5.55M 0.19% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 4,064 shares; 2025Q3: 45,317 shares; 2025Q4: 65,821 shares; 2026Q1: 72,840 shares 72,840 $5.54M 0.19% +7,019 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,937 shares; 2025Q3: 23,431 shares; 2025Q4: 31,479 shares; 2026Q1: 35,414 shares 35,414 $5.5M 0.18% +3,935 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: 55,772 shares; 2024Q4: 66,079 shares; 2025Q1: 71,874 shares; 2025Q2: 76,645 shares; 2025Q3: 57,516 shares; 2025Q4: 52,287 shares; 2026Q1: 48,090 shares 48,090 $5.45M 0.18% -4,197 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,714 shares; 2025Q2: 7,552 shares; 2025Q3: 73,335 shares; 2025Q4: 90,133 shares; 2026Q1: 117,066 shares 117,066 $5.43M 0.18% +26,933 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: 3,889 shares; 2025Q1: 4,884 shares; 2025Q2: 5,683 shares; 2025Q3: 5,137 shares; 2025Q4: 5,030 shares; 2026Q1: 5,646 shares 5,646 $5.43M 0.18% +616 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 3,166 shares; 2025Q3: 34,600 shares; 2025Q4: 55,313 shares; 2026Q1: 63,000 shares 63,000 $5.37M 0.18% +7,687 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: 10,079 shares; 2024Q4: 12,469 shares; 2025Q1: 15,856 shares; 2025Q2: 17,642 shares; 2025Q3: 15,902 shares; 2025Q4: 15,800 shares; 2026Q1: 17,750 shares 17,750 $5.37M 0.18% +1,950 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: 26,433 shares; 2024Q4: 31,840 shares; 2025Q1: 37,945 shares; 2025Q2: 41,548 shares; 2025Q3: 35,452 shares; 2025Q4: 33,566 shares; 2026Q1: 32,483 shares 32,483 $5.35M 0.18% -1,083 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 1,084 shares; 2025Q3: 10,761 shares; 2025Q4: 16,401 shares; 2026Q1: 18,390 shares 18,390 $5.34M 0.18% +1,989 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: 25,044 shares 25,044 $5.29M 0.18% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,491 shares; 2024Q4: 46,909 shares; 2025Q1: 54,881 shares; 2025Q2: 60,935 shares; 2025Q3: 58,092 shares; 2025Q4: 61,203 shares; 2026Q1: 56,135 shares 56,135 $5.28M 0.18% -5,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,634 shares 32,634 $5.23M 0.18% new 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: 28,750 shares; 2024Q4: 34,374 shares; 2025Q1: 40,047 shares; 2025Q2: 42,154 shares; 2025Q3: 46,983 shares; 2025Q4: 51,663 shares; 2026Q1: 12,068 shares 12,068 $5.22M 0.18% -39,595 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 18,802 shares; 2025Q2: 18,932 shares; 2025Q3: 1,375 shares; 2025Q4: 605 shares; 2026Q1: 17,547 shares 17,547 $5.18M 0.17% +16,942 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 298 shares; 2025Q3: 3,004 shares; 2025Q4: 4,434 shares; 2026Q1: 4,738 shares 4,738 $5.17M 0.17% +304 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: 83,578 shares; 2024Q4: 96,906 shares; 2025Q1: 1,202 shares; 2025Q2: 1,741 shares; 2025Q3: 20,050 shares; 2025Q4: 28,868 shares; 2026Q1: 35,357 shares 35,357 $5.11M 0.17% +6,489 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 17,285 shares; 2025Q1: 17,282 shares; 2025Q2: 19,892 shares; 2025Q3: 22,263 shares; 2025Q4: 24,570 shares; 2026Q1: 27,072 shares 27,072 $5.05M 0.17% +2,502 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: 2,360 shares; 2024Q4: 3,327 shares; 2025Q1: 3,447 shares; 2025Q2: 3,929 shares; 2025Q3: 5,037 shares; 2025Q4: 5,456 shares; 2026Q1: 5,094 shares 5,094 $4.99M 0.17% -362 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: 21,260 shares; 2025Q2: 24,885 shares; 2025Q3: 24,736 shares; 2025Q4: 27,775 shares; 2026Q1: 36,768 shares 36,768 $4.98M 0.17% +8,993 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: not reported; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 947 shares; 2025Q3: 10,720 shares; 2025Q4: 14,412 shares; 2026Q1: 16,015 shares 16,015 $4.98M 0.17% +1,603 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,915 shares; 2024Q4: 17,365 shares; 2025Q1: 19,667 shares; 2025Q2: 19,195 shares; 2025Q3: 22,948 shares; 2025Q4: 25,599 shares; 2026Q1: 27,505 shares 27,505 $4.96M 0.17% +1,906 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 1,218 shares; 2025Q3: 12,106 shares; 2025Q4: 17,096 shares; 2026Q1: 18,980 shares 18,980 $4.94M 0.17% +1,884 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 1,051 shares; 2025Q3: 10,597 shares; 2025Q4: 12,421 shares; 2026Q1: 14,295 shares 14,295 $4.91M 0.16% +1,874 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: 16,150 shares; 2024Q4: 23,287 shares; 2025Q1: 19,059 shares; 2025Q2: 20,805 shares; 2025Q3: 23,998 shares; 2025Q4: 22,352 shares; 2026Q1: 24,652 shares 24,652 $4.87M 0.16% +2,300 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 8,196 shares; 2025Q1: 9,691 shares; 2025Q2: 10,751 shares; 2025Q3: 14,271 shares; 2025Q4: 15,612 shares; 2026Q1: 17,922 shares 17,922 $4.85M 0.16% +2,310 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: 8,874 shares; 2024Q4: 12,778 shares; 2025Q1: 13,418 shares; 2025Q2: 14,146 shares; 2025Q3: 20,728 shares; 2025Q4: 23,256 shares; 2026Q1: 28,089 shares 28,089 $4.85M 0.16% +4,833 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,888 shares; 2025Q2: 2,691 shares; 2025Q3: 30,791 shares; 2025Q4: 37,533 shares; 2026Q1: 43,964 shares 43,964 $4.82M 0.16% +6,431 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 58,568 shares 58,568 $4.79M 0.16% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 2,101 shares; 2025Q3: 24,007 shares; 2025Q4: 36,424 shares; 2026Q1: 49,408 shares 49,408 $4.77M 0.16% +12,984 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: not reported; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 1,196 shares; 2025Q3: 11,756 shares; 2025Q4: 15,339 shares; 2026Q1: 17,917 shares 17,917 $4.77M 0.16% +2,578 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: 90,422 shares; 2024Q4: 112,028 shares; 2025Q1: 132,300 shares; 2025Q2: 148,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,384 shares 24,384 $4.73M 0.16% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: 1,276 shares; 2025Q3: 14,206 shares; 2025Q4: 18,498 shares; 2026Q1: 19,915 shares 19,915 $4.71M 0.16% +1,417 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: 62,454 shares; 2024Q4: 77,430 shares; 2025Q1: 62,132 shares; 2025Q2: 68,994 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,239 shares 19,239 $4.68M 0.16% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 869 shares; 2025Q3: 9,071 shares; 2025Q4: 13,053 shares; 2026Q1: 14,488 shares 14,488 $4.64M 0.16% +1,435 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,991 shares; 2024Q4: 137,448 shares; 2025Q1: 152,941 shares; 2025Q2: 169,935 shares; 2025Q3: 194,902 shares; 2025Q4: 214,371 shares; 2026Q1: 35,744 shares 35,744 $4.6M 0.15% -178,627 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: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 2,756 shares; 2025Q3: 23,144 shares; 2025Q4: 33,476 shares; 2026Q1: 33,271 shares 33,271 $4.36M 0.15% -205 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,637 shares 69,637 $4.27M 0.14% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,835 shares 31,835 $4.14M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 77,690 shares; 2025Q2: 90,585 shares; 2025Q3: 10,762 shares; 2025Q4: 14,660 shares; 2026Q1: 16,972 shares 16,972 $4.11M 0.14% +2,312 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 389 shares; 2025Q2: 509 shares; 2025Q3: 5,556 shares; 2025Q4: 8,330 shares; 2026Q1: 10,929 shares 10,929 $3.87M 0.13% +2,599 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: not reported; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 971 shares; 2025Q3: 10,165 shares; 2025Q4: 14,849 shares; 2026Q1: 18,831 shares 18,831 $3.83M 0.13% +3,982 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 1,351 shares; 2025Q3: 18,406 shares; 2025Q4: 22,578 shares; 2026Q1: 24,168 shares 24,168 $3.8M 0.13% +1,590 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,340 shares; 2025Q4: 37,650 shares; 2026Q1: 103,956 shares 103,956 $1.63M 0.05% +66,306 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 15,800 shares; 2025Q1: 12,534 shares; 2025Q2: 15,134 shares; 2025Q3: 30,268 shares; 2025Q4: 30,268 shares; 2026Q1: 43,364 shares 43,364 $1.08M 0.04% +13,096 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,979 shares; 2025Q1: 4,155 shares; 2025Q2: 4,315 shares; 2025Q3: 2,583 shares; 2025Q4: 931 shares; 2026Q1: 3,469 shares 3,469 $1.01M 0.03% +2,538 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 4,827 shares; 2026Q1: 4,827 shares 4,827 $1M 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $968K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,797 shares; 2024Q4: 28,650 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 40,629 shares; 2025Q4: 44,417 shares; 2026Q1: 9,581 shares 9,581 $886K 0.03% -34,836 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,600 shares; 2025Q1: 1,338 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,158 shares; 2026Q1: 2,558 shares 2,558 $826K 0.03% +400 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 5,703 shares; 2025Q1: 5,634 shares; 2025Q2: 4,413 shares; 2025Q3: 4,679 shares; 2025Q4: 3,618 shares; 2026Q1: 7,547 shares 7,547 $823K 0.03% +3,929 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,220 shares; 2025Q1: 2,762 shares; 2025Q2: 3,215 shares; 2025Q3: 2,669 shares; 2025Q4: 4,519 shares; 2026Q1: 3,424 shares 3,424 $708K 0.02% -1,095 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 48,600 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares; 2025Q4: 22,600 shares; 2026Q1: 47,809 shares 47,809 $687K 0.02% +25,209 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,625 shares 12,625 $657K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 1,680 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,664 shares; 2025Q4: 1,833 shares; 2026Q1: 2,180 shares 2,180 $656K 0.02% +347 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 7,549 shares 7,549 $650K 0.02% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,221 shares; 2025Q4: 6,625 shares; 2026Q1: 6,625 shares 6,625 $613K 0.02% 0 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 3,417 shares; 2025Q1: 4,808 shares; 2025Q2: 3,096 shares; 2025Q3: 5,543 shares; 2025Q4: 5,081 shares; 2026Q1: 5,081 shares 5,081 $607K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 522 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares 2,639 $572K 0.02% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,481 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 3,547 shares; 2025Q4: 2,772 shares; 2026Q1: 3,291 shares 3,291 $570K 0.02% +519 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,208 shares; 2025Q1: 4,674 shares; 2025Q2: 4,674 shares; 2025Q3: 4,674 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares 5,015 $566K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 13,500 shares; 2025Q1: 10,227 shares; 2025Q2: 10,227 shares; 2025Q3: 10,227 shares; 2025Q4: 12,087 shares; 2026Q1: 12,087 shares 12,087 $556K 0.02% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 6,796 shares; 2025Q1: 6,606 shares; 2025Q2: 5,746 shares; 2025Q3: 6,176 shares; 2025Q4: 4,771 shares; 2026Q1: 3,995 shares 3,995 $536K 0.02% -776 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,592 shares; 2026Q1: 2,573 shares 2,573 $533K 0.02% -1,019 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND 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: 17,373 shares; 2025Q4: 23,666 shares; 2026Q1: 23,666 shares 23,666 $523K 0.02% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 9,280 shares; 2025Q1: 9,021 shares; 2025Q2: 5,689 shares; 2025Q3: 11,148 shares; 2025Q4: 11,680 shares; 2026Q1: 15,321 shares 15,321 $517K 0.02% +3,641 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $495K 0.02% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,724 shares; 2025Q1: 6,536 shares; 2025Q2: 6,536 shares; 2025Q3: 6,536 shares; 2025Q4: 7,226 shares; 2026Q1: 7,226 shares 7,226 $485K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,203 shares; 2025Q1: 3,017 shares; 2025Q2: 2,213 shares; 2025Q3: 6,382 shares; 2025Q4: 5,848 shares; 2026Q1: 7,121 shares 7,121 $464K 0.02% +1,273 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: not reported; 2024Q4: not reported; 2025Q1: 1,577 shares; 2025Q2: 2,877 shares; 2025Q3: 2,077 shares; 2025Q4: 1,118 shares; 2026Q1: 1,592 shares 1,592 $464K 0.02% +474 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 4,843 shares; 2025Q1: 4,708 shares; 2025Q2: 7,949 shares; 2025Q3: 3,128 shares; 2025Q4: 2,867 shares; 2026Q1: 5,353 shares 5,353 $454K 0.02% +2,486 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 10,162 shares; 2025Q1: 12,017 shares; 2025Q2: 12,017 shares; 2025Q3: 11,217 shares; 2025Q4: 10,278 shares; 2026Q1: 11,378 shares 11,378 $446K 0.02% +1,100 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,112 shares; 2025Q1: 7,886 shares; 2025Q2: 7,886 shares; 2025Q3: 7,886 shares; 2025Q4: 6,069 shares; 2026Q1: 6,069 shares 6,069 $443K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,902 shares; 2025Q1: 4,571 shares; 2025Q2: 4,571 shares; 2025Q3: 4,571 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $436K 0.01% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,652 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 5,488 shares; 2025Q4: 5,029 shares; 2026Q1: 10,332 shares 10,332 $419K 0.01% +5,303 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,118 shares; 2025Q1: 5,947 shares; 2025Q2: 6,262 shares; 2025Q3: 5,822 shares; 2025Q4: 3,782 shares; 2026Q1: 3,782 shares 3,782 $404K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,532 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 1,856 shares; 2026Q1: 2,603 shares 2,603 $362K 0.01% +747 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,241 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 2,783 shares; 2026Q1: 3,491 shares 3,491 $347K 0.01% +708 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares 4,750 $336K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 7,785 shares; 2025Q1: 6,137 shares; 2025Q2: 4,670 shares; 2025Q3: 2,934 shares; 2025Q4: 2,934 shares; 2026Q1: 2,934 shares 2,934 $327K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,611 shares; 2025Q1: 3,510 shares; 2025Q2: 5,574 shares; 2025Q3: 4,343 shares; 2025Q4: 5,319 shares; 2026Q1: 5,319 shares 5,319 $321K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 618 shares; 2025Q1: 601 shares; 2025Q2: 398 shares; 2025Q3: 637 shares; 2025Q4: 586 shares; 2026Q1: 919 shares 919 $314K 0.01% +333 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 8,862 shares; 2026Q1: 6,736 shares 6,736 $313K 0.01% -2,126 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,951 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares; 2025Q4: 4,411 shares; 2026Q1: 6,693 shares 6,693 $307K 0.01% +2,282 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,639 shares; 2025Q4: 1,504 shares; 2026Q1: 2,147 shares 2,147 $299K 0.01% +643 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,811 shares; 2025Q1: 4,677 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 4,241 shares; 2026Q1: 3,029 shares 3,029 $291K 0.01% -1,212 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,055 shares; 2025Q1: 6,562 shares; 2025Q2: 5,654 shares; 2025Q3: 5,143 shares; 2025Q4: 5,688 shares; 2026Q1: 2,409 shares 2,409 $283K 0.01% -3,279 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 3,572 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 4,577 shares; 2026Q1: 6,732 shares 6,732 $278K 0.01% +2,155 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 854 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 1,037 shares; 2025Q4: 953 shares; 2026Q1: 953 shares 953 $277K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 16,346 shares; 2025Q1: 15,889 shares; 2025Q2: 15,889 shares; 2025Q3: 15,889 shares; 2025Q4: 7,121 shares; 2026Q1: 11,658 shares 11,658 $265K 0.01% +4,537 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 6,296 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 8,355 shares; 2026Q1: 8,355 shares 8,355 $253K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,523 shares; 2025Q1: 8,285 shares; 2025Q2: 12,201 shares; 2025Q3: 14,786 shares; 2025Q4: 9,560 shares; 2026Q1: 9,560 shares 9,560 $250K 0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,716 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $248K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 8,782 shares; 2025Q1: 8,537 shares; 2025Q2: 5,845 shares; 2025Q3: 5,429 shares; 2025Q4: 4,976 shares; 2026Q1: 4,976 shares 4,976 $241K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,397 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: 1,585 shares 1,585 $229K 0.01% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 4,018 shares; 2025Q1: 3,906 shares; 2025Q2: 3,906 shares; 2025Q3: 3,836 shares; 2025Q4: 3,515 shares; 2026Q1: 3,515 shares 3,515 $224K 0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,606 shares; 2026Q1: 2,196 shares 2,196 $223K 0.01% +590 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 6,844 shares; 2025Q1: 8,403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares; 2026Q1: 6,287 shares 6,287 $208K 0.01% 0 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 4,391 shares; 2025Q1: 2,950 shares; 2025Q2: 6,651 shares; 2025Q3: 5,600 shares; 2025Q4: 5,132 shares; 2026Q1: 3,532 shares 3,532 $206K 0.01% -1,600 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 760 shares; 2026Q1: 1,270 shares 1,270 $206K 0.01% +510 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239 $204K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,307 shares; 2025Q1: 1,271 shares; 2025Q2: 1,690 shares; 2025Q3: 1,284 shares; 2025Q4: 668 shares; 2026Q1: 668 shares 668 $199K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 6,434 shares; 2025Q3: 4,676 shares; 2025Q4: 6,254 shares; 2026Q1: 4,298 shares 4,298 $199K 0.01% -1,956 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 1,707 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 4,516 shares; 2026Q1: 2,932 shares 2,932 $192K 0.01% -1,584 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 4,035 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 5,573 shares; 2025Q4: 5,108 shares; 2026Q1: 3,274 shares 3,274 $189K 0.01% -1,834 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,075 shares; 2024Q4: 13,603 shares; 2025Q1: 10,139 shares; 2025Q2: 15,477 shares; 2025Q3: 13,365 shares; 2025Q4: 9,274 shares; 2026Q1: 7,172 shares 7,172 $188K 0.01% -2,102 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 1,648 shares; 2025Q1: 1,602 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $187K 0.01% 0 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA 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: 1,396 shares; 2026Q1: 2,450 shares 2,450 $186K 0.01% +1,054 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 1,837 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,639 shares; 2026Q1: 2,458 shares 2,458 $182K 0.01% +819 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 5,991 shares; 2025Q1: 4,171 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 2,738 shares; 2026Q1: 2,738 shares 2,738 $181K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 15,429 shares; 2025Q1: 16,351 shares; 2025Q2: 8,051 shares; 2025Q3: 8,051 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares 3,015 $181K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 792 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 707 shares; 2026Q1: 707 shares 707 $177K 0.01% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,374 shares; 2025Q1: 9,112 shares; 2025Q2: 10,349 shares; 2025Q3: 6,660 shares; 2025Q4: 5,442 shares; 2026Q1: 5,442 shares 5,442 $166K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,727 shares; 2025Q1: 6,423 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 3,485 shares; 2026Q1: 2,292 shares 2,292 $162K 0.01% -1,193 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares 1,536 $162K 0.01% 0 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP 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: 2,254 shares; 2026Q1: 2,254 shares 2,254 $156K 0.01% 0 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,921 shares; 2026Q1: 5,921 shares 5,921 $147K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares 6,048 $144K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 868 shares; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 952 shares; 2025Q4: 874 shares; 2026Q1: 470 shares 470 $140K <0.01% -404 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 1,883 shares; 2025Q1: 1,286 shares; 2025Q2: 1,966 shares; 2025Q3: 1,091 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $137K <0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 3,654 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 3,012 shares; 2026Q1: 1,676 shares 1,676 $131K <0.01% -1,336 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 8,731 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,487 shares; 2025Q4: 4,695 shares; 2026Q1: 4,695 shares 4,695 $126K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $113K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 258 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $102K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,396 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 3,197 shares; 2025Q4: 2,930 shares; 2026Q1: 1,421 shares 1,421 $97.1K <0.01% -1,509 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,949 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 1,432 shares; 2026Q1: 613 shares 613 $78.5K <0.01% -819 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 9,403 shares; 2025Q4: 7,720 shares; 2026Q1: 214 shares 214 $12.9K <0.01% -7,506 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE 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: 257 shares; 2026Q1: 257 shares 257 $6.51K <0.01% 0 Timeline