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: 382,216 shares; 2024Q4: 406,117 shares; 2025Q1: 394,933 shares; 2025Q2: 380,554 shares; 2025Q3: 379,364 shares; 2025Q4: 388,718 shares; 2026Q1: 380,283 shares 380,283 $274M 4.77% -8,435 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: 742,360 shares; 2024Q4: 729,771 shares; 2025Q1: 728,021 shares; 2025Q2: 919,932 shares; 2025Q3: 877,511 shares; 2025Q4: 864,052 shares; 2026Q1: 846,270 shares 846,270 $226M 3.94% -17,782 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: 314,839 shares; 2024Q4: 317,775 shares; 2025Q1: 317,702 shares; 2025Q2: 487,253 shares; 2025Q3: 479,542 shares; 2025Q4: 465,900 shares; 2026Q1: 455,562 shares 455,562 $180M 3.13% -10,338 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: 744,820 shares; 2024Q4: 787,094 shares; 2025Q1: 814,932 shares; 2025Q2: 880,706 shares; 2025Q3: 870,831 shares; 2025Q4: 869,205 shares; 2026Q1: 855,831 shares 855,831 $169M 2.94% -13,374 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: 413,370 shares; 2024Q4: 417,886 shares; 2025Q1: 417,779 shares; 2025Q2: 419,441 shares; 2025Q3: 429,212 shares; 2025Q4: 461,007 shares; 2026Q1: 441,355 shares 441,355 $162M 2.82% -19,652 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: 432,870 shares; 2024Q4: 457,440 shares; 2025Q1: 462,089 shares; 2025Q2: 491,895 shares; 2025Q3: 493,409 shares; 2025Q4: 491,090 shares; 2026Q1: 478,873 shares 478,873 $124M 2.15% -12,217 Timeline MBB 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: 1,361,230 shares; 2024Q4: 1,346,244 shares; 2025Q1: 1,262,709 shares; 2025Q2: 1,234,811 shares; 2025Q3: 1,154,423 shares; 2025Q4: 1,139,930 shares; 2026Q1: 1,142,458 shares 1,142,458 $108M 1.88% +2,528 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: 218,682 shares; 2024Q4: 194,452 shares; 2025Q1: 191,734 shares; 2025Q2: 375,966 shares; 2025Q3: 360,362 shares; 2025Q4: 350,178 shares; 2026Q1: 338,240 shares 338,240 $103M 1.78% -11,938 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: 276,324 shares; 2024Q4: 238,254 shares; 2025Q1: 238,990 shares; 2025Q2: 256,172 shares; 2025Q3: 255,458 shares; 2025Q4: 243,156 shares; 2026Q1: 230,031 shares 230,031 $94.2M 1.64% -13,125 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: 254,242 shares; 2024Q4: 262,611 shares; 2025Q1: 262,173 shares; 2025Q2: 623,444 shares; 2025Q3: 608,651 shares; 2025Q4: 600,221 shares; 2026Q1: 566,310 shares 566,310 $92.4M 1.61% -33,911 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: 192,229 shares; 2024Q4: 194,610 shares; 2025Q1: 188,151 shares; 2025Q2: 185,873 shares; 2025Q3: 180,618 shares; 2025Q4: 164,802 shares; 2026Q1: 168,773 shares 168,773 $71.5M 1.24% +3,971 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: 662,183 shares; 2024Q4: 625,101 shares; 2025Q1: 720,580 shares; 2025Q2: 737,538 shares; 2025Q3: 720,941 shares; 2025Q4: 725,799 shares; 2026Q1: 698,183 shares 698,183 $71.4M 1.24% -27,616 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: 98,136 shares; 2024Q4: 100,053 shares; 2025Q1: 99,248 shares; 2025Q2: 112,149 shares; 2025Q3: 112,172 shares; 2025Q4: 112,092 shares; 2026Q1: 110,207 shares 110,207 $66.8M 1.16% -1,885 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,319 shares; 2024Q4: 568,423 shares; 2025Q1: 685,682 shares; 2025Q2: 756,141 shares; 2025Q3: 752,695 shares; 2025Q4: 769,235 shares; 2026Q1: 911,115 shares 911,115 $66M 1.15% +141,880 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: 1,070,280 shares; 2024Q4: 1,069,063 shares; 2025Q1: 1,069,500 shares; 2025Q2: 1,068,395 shares; 2025Q3: 925,314 shares; 2025Q4: 928,797 shares; 2026Q1: 927,639 shares 927,639 $62.6M 1.09% -1,158 Timeline EMXC 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: 380,986 shares; 2024Q4: 459,500 shares; 2025Q1: 696,189 shares; 2025Q2: 697,282 shares; 2025Q3: 667,426 shares; 2025Q4: 663,974 shares; 2026Q1: 641,559 shares 641,559 $58.4M 1.01% -22,415 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: 97,535 shares; 2024Q4: 97,030 shares; 2025Q1: 97,412 shares; 2025Q2: 383,291 shares; 2025Q3: 369,198 shares; 2025Q4: 371,228 shares; 2026Q1: 373,493 shares 373,493 $56.1M 0.98% +2,265 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: 92,718 shares; 2024Q4: 96,200 shares; 2025Q1: 95,627 shares; 2025Q2: 281,441 shares; 2025Q3: 276,189 shares; 2025Q4: 279,212 shares; 2026Q1: 277,698 shares 277,698 $56M 0.97% -1,514 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: 38,630 shares; 2024Q4: 39,359 shares; 2025Q1: 40,180 shares; 2025Q2: 41,171 shares; 2025Q3: 93,303 shares; 2025Q4: 92,708 shares; 2026Q1: 90,452 shares 90,452 $53.8M 0.94% -2,256 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: 52,447 shares; 2024Q4: 53,853 shares; 2025Q1: 54,740 shares; 2025Q2: 256,928 shares; 2025Q3: 239,695 shares; 2025Q4: 231,030 shares; 2026Q1: 222,893 shares 222,893 $53.7M 0.93% -8,137 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: 402,392 shares; 2024Q4: 363,960 shares; 2025Q1: 450,647 shares; 2025Q2: 476,796 shares; 2025Q3: 497,974 shares; 2025Q4: 511,573 shares; 2026Q1: 535,206 shares 535,206 $51M 0.89% +23,633 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: 44,323 shares; 2024Q4: 41,849 shares; 2025Q1: 66,802 shares; 2025Q2: 154,989 shares; 2025Q3: 153,208 shares; 2025Q4: 149,983 shares; 2026Q1: 146,023 shares 146,023 $51M 0.89% -3,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,077 shares; 2025Q3: 197,816 shares; 2025Q4: 193,004 shares; 2026Q1: 189,515 shares 189,515 $43.6M 0.76% -3,489 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: 4,478 shares; 2024Q4: 5,202 shares; 2025Q1: 6,995 shares; 2025Q2: 11,070 shares; 2025Q3: 11,339 shares; 2025Q4: 47,635 shares; 2026Q1: 47,456 shares 47,456 $42.4M 0.74% -179 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: 119,148 shares; 2024Q4: 118,215 shares; 2025Q1: 113,963 shares; 2025Q2: 115,005 shares; 2025Q3: 115,351 shares; 2025Q4: 113,886 shares; 2026Q1: 105,305 shares 105,305 $41.5M 0.72% -8,581 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: 83,956 shares; 2024Q4: 82,269 shares; 2025Q1: 91,835 shares; 2025Q2: 845,757 shares; 2025Q3: 850,379 shares; 2025Q4: 813,085 shares; 2026Q1: 824,118 shares 824,118 $41.1M 0.71% +11,033 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: 10,745 shares; 2024Q4: 12,844 shares; 2025Q1: 12,854 shares; 2025Q2: 208,610 shares; 2025Q3: 204,002 shares; 2025Q4: 201,364 shares; 2026Q1: 198,543 shares 198,543 $39.6M 0.69% -2,821 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: 93,570 shares; 2024Q4: 94,394 shares; 2025Q1: 93,712 shares; 2025Q2: 125,164 shares; 2025Q3: 124,137 shares; 2025Q4: 120,145 shares; 2026Q1: 118,700 shares 118,700 $38.7M 0.67% -1,445 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: 12,018 shares; 2024Q4: 11,770 shares; 2025Q1: 11,567 shares; 2025Q2: 189,391 shares; 2025Q3: 183,087 shares; 2025Q4: 179,843 shares; 2026Q1: 182,029 shares 182,029 $38.2M 0.66% +2,186 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,370 shares; 2024Q4: 58,637 shares; 2025Q1: 62,317 shares; 2025Q2: 51,961 shares; 2025Q3: 51,262 shares; 2025Q4: 47,665 shares; 2026Q1: 42,786 shares 42,786 $38.1M 0.66% -4,879 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,343 shares; 2025Q1: 5,365 shares; 2025Q2: 119,262 shares; 2025Q3: 115,349 shares; 2025Q4: 115,008 shares; 2026Q1: 110,350 shares 110,350 $37.9M 0.66% -4,658 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 670,090 shares; 2026Q1: 760,468 shares 760,468 $37.6M 0.65% +90,378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,078 shares; 2025Q3: 298,253 shares; 2025Q4: 289,406 shares; 2026Q1: 283,522 shares 283,522 $37.5M 0.65% -5,884 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,156 shares; 2024Q4: 154,459 shares; 2025Q1: 18,756 shares; 2025Q2: 369,857 shares; 2025Q3: 343,261 shares; 2025Q4: 322,945 shares; 2026Q1: 308,408 shares 308,408 $36.6M 0.64% -14,537 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: 37,110 shares; 2024Q4: 35,308 shares; 2025Q1: 35,973 shares; 2025Q2: 327,036 shares; 2025Q3: 315,335 shares; 2025Q4: 307,300 shares; 2026Q1: 299,230 shares 299,230 $35.7M 0.62% -8,070 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: 7,634 shares; 2024Q4: 8,456 shares; 2025Q1: 8,456 shares; 2025Q2: 111,645 shares; 2025Q3: 110,067 shares; 2025Q4: 106,008 shares; 2026Q1: 103,355 shares 103,355 $35.5M 0.62% -2,653 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: 2,955 shares; 2024Q4: 42,164 shares; 2025Q1: 70,426 shares; 2025Q2: 74,956 shares; 2025Q3: 78,106 shares; 2025Q4: 78,242 shares; 2026Q1: 52,052 shares 52,052 $34.9M 0.61% -26,190 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,997 shares; 2024Q4: 223,676 shares; 2025Q1: 222,704 shares; 2025Q2: 252,982 shares; 2025Q3: 248,495 shares; 2025Q4: 261,224 shares; 2026Q1: 249,372 shares 249,372 $33.8M 0.59% -11,852 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: 43,309 shares; 2024Q4: 47,100 shares; 2025Q1: 44,747 shares; 2025Q2: 475,409 shares; 2025Q3: 463,959 shares; 2025Q4: 453,164 shares; 2026Q1: 442,491 shares 442,491 $33.8M 0.59% -10,673 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: 33,407 shares; 2024Q4: 28,619 shares; 2025Q1: 29,097 shares; 2025Q2: 402,540 shares; 2025Q3: 399,754 shares; 2025Q4: 388,326 shares; 2026Q1: 386,551 shares 386,551 $33.3M 0.58% -1,775 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: 2,424 shares; 2024Q4: 2,282 shares; 2025Q1: 2,404 shares; 2025Q2: 333,065 shares; 2025Q3: 322,191 shares; 2025Q4: 308,769 shares; 2026Q1: 297,496 shares 297,496 $32.6M 0.57% -11,273 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: 23,680 shares; 2024Q4: 23,065 shares; 2025Q1: 25,244 shares; 2025Q2: 371,745 shares; 2025Q3: 364,522 shares; 2025Q4: 353,894 shares; 2026Q1: 348,455 shares 348,455 $32.5M 0.56% -5,439 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: 88,943 shares; 2024Q4: 89,203 shares; 2025Q1: 88,560 shares; 2025Q2: 666,048 shares; 2025Q3: 653,561 shares; 2025Q4: 644,282 shares; 2026Q1: 635,706 shares 635,706 $31.4M 0.55% -8,576 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: 108,979 shares; 2024Q4: 111,222 shares; 2025Q1: 100,380 shares; 2025Q2: 204,963 shares; 2025Q3: 200,305 shares; 2025Q4: 199,853 shares; 2026Q1: 206,229 shares 206,229 $29.9M 0.52% +6,376 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: 4,782 shares; 2024Q4: 4,721 shares; 2025Q1: 5,110 shares; 2025Q2: 97,846 shares; 2025Q3: 95,986 shares; 2025Q4: 94,065 shares; 2026Q1: 96,262 shares 96,262 $29.8M 0.52% +2,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,189 shares; 2025Q3: 37,364 shares; 2025Q4: 37,486 shares; 2026Q1: 36,114 shares 36,114 $29.7M 0.52% -1,372 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 283,192 shares; 2025Q3: 298,471 shares; 2025Q4: 296,983 shares; 2026Q1: 322,509 shares 322,509 $29.5M 0.51% +25,526 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: 8,964 shares; 2024Q4: 8,608 shares; 2025Q1: 9,010 shares; 2025Q2: 17,793 shares; 2025Q3: 64,188 shares; 2025Q4: 78,538 shares; 2026Q1: 101,400 shares 101,400 $29.3M 0.51% +22,862 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: 3,175 shares; 2024Q4: 6,572 shares; 2025Q1: 6,711 shares; 2025Q2: 124,775 shares; 2025Q3: 122,399 shares; 2025Q4: 120,106 shares; 2026Q1: 118,531 shares 118,531 $28.9M 0.5% -1,575 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: 319,008 shares; 2024Q4: 322,115 shares; 2025Q1: 321,044 shares; 2025Q2: 331,413 shares; 2025Q3: 477,493 shares; 2025Q4: 484,002 shares; 2026Q1: 474,193 shares 474,193 $28.7M 0.5% -9,809 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: 35,093 shares; 2024Q4: 37,752 shares; 2025Q1: 34,872 shares; 2025Q2: 44,976 shares; 2025Q3: 43,806 shares; 2025Q4: 47,616 shares; 2026Q1: 39,821 shares 39,821 $27.8M 0.48% -7,795 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,368 shares; 2025Q1: 4,436 shares; 2025Q2: 222,751 shares; 2025Q3: 218,737 shares; 2025Q4: 213,281 shares; 2026Q1: 211,379 shares 211,379 $27.7M 0.48% -1,902 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: 77,695 shares; 2024Q4: 36,250 shares; 2025Q1: 27,371 shares; 2025Q2: 183,646 shares; 2025Q3: 180,640 shares; 2025Q4: 176,195 shares; 2026Q1: 175,933 shares 175,933 $27.4M 0.48% -262 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: 56,017 shares; 2024Q4: 50,143 shares; 2025Q1: 49,350 shares; 2025Q2: 266,199 shares; 2025Q3: 262,585 shares; 2025Q4: 131,011 shares; 2026Q1: 125,422 shares 125,422 $27M 0.47% -5,589 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,706 shares; 2024Q4: 287,500 shares; 2025Q1: 279,342 shares; 2025Q2: 289,290 shares; 2025Q3: 274,430 shares; 2025Q4: 282,206 shares; 2026Q1: 272,190 shares 272,190 $27M 0.47% -10,016 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: not reported; 2025Q2: 601,499 shares; 2025Q3: 574,858 shares; 2025Q4: 584,781 shares; 2026Q1: 578,676 shares 578,676 $26.8M 0.47% -6,105 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: 12,547 shares; 2024Q4: 12,531 shares; 2025Q1: 12,606 shares; 2025Q2: 13,667 shares; 2025Q3: 13,780 shares; 2025Q4: 25,920 shares; 2026Q1: 26,296 shares 26,296 $26.4M 0.46% +376 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: 9,612 shares; 2024Q4: 9,006 shares; 2025Q1: 9,483 shares; 2025Q2: 20,825 shares; 2025Q3: 61,303 shares; 2025Q4: 69,243 shares; 2026Q1: 50,379 shares 50,379 $26M 0.45% -18,864 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: 74,320 shares; 2024Q4: 150,307 shares; 2025Q1: 151,250 shares; 2025Q2: 152,719 shares; 2025Q3: 150,884 shares; 2025Q4: 148,551 shares; 2026Q1: 143,877 shares 143,877 $25.8M 0.45% -4,674 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: 5,936 shares; 2025Q1: 5,878 shares; 2025Q2: 6,648 shares; 2025Q3: 124,059 shares; 2025Q4: 123,983 shares; 2026Q1: 115,543 shares 115,543 $25.2M 0.44% -8,440 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: 419 shares; 2025Q1: 348 shares; 2025Q2: 28,323 shares; 2025Q3: 27,358 shares; 2025Q4: 26,559 shares; 2026Q1: 26,161 shares 26,161 $25.2M 0.44% -398 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: 26,813 shares; 2024Q4: 18,517 shares; 2025Q1: 28,212 shares; 2025Q2: 290,167 shares; 2025Q3: 285,289 shares; 2025Q4: 268,429 shares; 2026Q1: 257,287 shares 257,287 $24.8M 0.43% -11,142 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,883 shares; 2024Q4: 17,424 shares; 2025Q1: 27,455 shares; 2025Q2: 278,431 shares; 2025Q3: 270,886 shares; 2025Q4: 257,798 shares; 2026Q1: 253,779 shares 253,779 $24.6M 0.43% -4,019 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,079 shares; 2024Q4: 142,137 shares; 2025Q1: 169,868 shares; 2025Q2: 168,595 shares; 2025Q3: 167,058 shares; 2025Q4: 149,866 shares; 2026Q1: 312,954 shares 312,954 $23.8M 0.41% +163,088 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: 5,519 shares; 2024Q4: 5,672 shares; 2025Q1: 5,848 shares; 2025Q2: 104,694 shares; 2025Q3: 101,576 shares; 2025Q4: 98,812 shares; 2026Q1: 97,548 shares 97,548 $23.6M 0.41% -1,264 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,633 shares; 2024Q4: 172,960 shares; 2025Q1: 227,652 shares; 2025Q2: 235,644 shares; 2025Q3: 189,658 shares; 2025Q4: 186,006 shares; 2026Q1: 177,808 shares 177,808 $23.4M 0.41% -8,198 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: 28,836 shares; 2024Q4: 29,241 shares; 2025Q1: 29,315 shares; 2025Q2: 28,184 shares; 2025Q3: 27,766 shares; 2025Q4: 273,747 shares; 2026Q1: 248,280 shares 248,280 $23.2M 0.4% -25,467 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,893 shares; 2024Q4: 256,142 shares; 2025Q1: 245,300 shares; 2025Q2: 452,856 shares; 2025Q3: 440,175 shares; 2025Q4: 435,986 shares; 2026Q1: 434,896 shares 434,896 $23.2M 0.4% -1,090 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,124 shares; 2025Q1: 2,128 shares; 2025Q2: 177,496 shares; 2025Q3: 173,837 shares; 2025Q4: 170,060 shares; 2026Q1: 169,855 shares 169,855 $23.1M 0.4% -205 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: 18,405 shares; 2024Q4: 17,236 shares; 2025Q1: 17,229 shares; 2025Q2: 221,700 shares; 2025Q3: 222,190 shares; 2025Q4: 221,065 shares; 2026Q1: 222,216 shares 222,216 $22.6M 0.39% +1,151 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: 72,373 shares; 2024Q4: 73,013 shares; 2025Q1: 72,703 shares; 2025Q2: 72,424 shares; 2025Q3: 71,762 shares; 2025Q4: 70,496 shares; 2026Q1: 69,295 shares 69,295 $22.3M 0.39% -1,201 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: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,891 shares; 2025Q2: 3,027 shares; 2025Q3: not reported; 2025Q4: 2,966 shares; 2026Q1: 375,701 shares 375,701 $22.3M 0.39% +372,735 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: 74,224 shares; 2024Q4: 97,095 shares; 2025Q1: 102,722 shares; 2025Q2: 107,189 shares; 2025Q3: 105,309 shares; 2025Q4: 105,891 shares; 2026Q1: 101,841 shares 101,841 $22.1M 0.38% -4,050 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: 91,060 shares; 2024Q4: 94,659 shares; 2025Q1: 112,981 shares; 2025Q2: 144,379 shares; 2025Q3: 273,426 shares; 2025Q4: 276,437 shares; 2026Q1: 263,463 shares 263,463 $21.7M 0.38% -12,974 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,378 shares; 2024Q4: 29,218 shares; 2025Q1: 29,252 shares; 2025Q2: 31,936 shares; 2025Q3: 31,356 shares; 2025Q4: 32,988 shares; 2026Q1: 32,253 shares 32,253 $21.2M 0.37% -735 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: 36,797 shares; 2025Q1: 293,755 shares; 2025Q2: 338,452 shares; 2025Q3: 390,596 shares; 2025Q4: 341,607 shares; 2026Q1: 425,388 shares 425,388 $21.1M 0.37% +83,781 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 823,015 shares; 2026Q1: 863,969 shares 863,969 $21M 0.37% +40,954 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 154,332 shares; 2026Q1: 161,030 shares 161,030 $20.8M 0.36% +6,698 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 15,245 shares; 2025Q1: 15,031 shares; 2025Q2: 232,637 shares; 2025Q3: 226,971 shares; 2025Q4: 222,442 shares; 2026Q1: 224,731 shares 224,731 $20.7M 0.36% +2,289 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 21,344 shares; 2025Q2: 52,161 shares; 2025Q3: 53,997 shares; 2025Q4: 53,858 shares; 2026Q1: 53,733 shares 53,733 $20.6M 0.36% -125 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: 46,700 shares; 2024Q4: 49,847 shares; 2025Q1: 50,928 shares; 2025Q2: 51,940 shares; 2025Q3: 51,503 shares; 2025Q4: 55,072 shares; 2026Q1: 53,362 shares 53,362 $20.4M 0.35% -1,710 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: 131,564 shares; 2024Q4: 132,978 shares; 2025Q1: 132,457 shares; 2025Q2: 149,161 shares; 2025Q3: 141,484 shares; 2025Q4: 136,824 shares; 2026Q1: 129,516 shares 129,516 $20.3M 0.35% -7,308 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: 53,065 shares; 2024Q4: 54,015 shares; 2025Q1: 54,125 shares; 2025Q2: 49,803 shares; 2025Q3: 41,977 shares; 2025Q4: 41,233 shares; 2026Q1: 40,931 shares 40,931 $18.7M 0.33% -302 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: 220,428 shares; 2024Q4: 212,714 shares; 2025Q1: 207,917 shares; 2025Q2: 148,066 shares; 2025Q3: 138,819 shares; 2025Q4: 137,052 shares; 2026Q1: 118,269 shares 118,269 $18.7M 0.32% -18,783 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: 41,691 shares; 2024Q4: 29,078 shares; 2025Q1: 28,913 shares; 2025Q2: 34,436 shares; 2025Q3: 21,220 shares; 2025Q4: 20,352 shares; 2026Q1: 19,692 shares 19,692 $18.3M 0.32% -660 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,215 shares; 2025Q1: 48,938 shares; 2025Q2: 121,257 shares; 2025Q3: 121,456 shares; 2025Q4: 123,855 shares; 2026Q1: 119,479 shares 119,479 $17.8M 0.31% -4,376 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,364 shares; 2024Q4: 75,035 shares; 2025Q1: 74,602 shares; 2025Q2: 75,602 shares; 2025Q3: 60,460 shares; 2025Q4: 59,436 shares; 2026Q1: 57,212 shares 57,212 $17.6M 0.31% -2,224 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,962 shares; 2024Q4: 93,239 shares; 2025Q1: 93,218 shares; 2025Q2: 101,122 shares; 2025Q3: 100,019 shares; 2025Q4: 97,744 shares; 2026Q1: 89,570 shares 89,570 $17.5M 0.3% -8,174 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: 83,065 shares; 2024Q4: 84,056 shares; 2025Q1: 82,352 shares; 2025Q2: 193,441 shares; 2025Q3: 188,845 shares; 2025Q4: 172,345 shares; 2026Q1: 52,764 shares 52,764 $17.3M 0.3% -119,581 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 47,130 shares; 2025Q1: 48,751 shares; 2025Q2: 56,796 shares; 2025Q3: 58,479 shares; 2025Q4: 72,917 shares; 2026Q1: 69,271 shares 69,271 $17.2M 0.3% -3,646 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: 1,827 shares; 2024Q4: 1,826 shares; 2025Q1: 1,928 shares; 2025Q2: 30,223 shares; 2025Q3: 88,291 shares; 2025Q4: 88,659 shares; 2026Q1: 88,142 shares 88,142 $16.8M 0.29% -517 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: 203,957 shares; 2024Q4: 154,127 shares; 2025Q1: 183,735 shares; 2025Q2: 226,869 shares; 2025Q3: 245,955 shares; 2025Q4: 240,820 shares; 2026Q1: 218,370 shares 218,370 $16.3M 0.28% -22,450 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: 22,040 shares; 2024Q4: 22,661 shares; 2025Q1: 25,066 shares; 2025Q2: 48,828 shares; 2025Q3: 48,784 shares; 2025Q4: 49,006 shares; 2026Q1: 47,795 shares 47,795 $15.9M 0.28% -1,211 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,826 shares; 2024Q4: 81,846 shares; 2025Q1: 98,882 shares; 2025Q2: 104,134 shares; 2025Q3: 93,351 shares; 2025Q4: 91,935 shares; 2026Q1: 88,866 shares 88,866 $15.7M 0.27% -3,069 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,025 shares; 2025Q2: 4,989 shares; 2025Q3: 113,789 shares; 2025Q4: 93,649 shares; 2026Q1: 149,351 shares 149,351 $15.6M 0.27% +55,702 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: not reported; 2024Q4: not reported; 2025Q1: 19,090 shares; 2025Q2: 20,129 shares; 2025Q3: 20,399 shares; 2025Q4: 20,756 shares; 2026Q1: 74,384 shares 74,384 $15.5M 0.27% +53,628 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114,169 shares; 2025Q4: 1,118,903 shares; 2026Q1: 1,156,704 shares 1,156,704 $15.3M 0.27% +37,801 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 26,615 shares; 2025Q1: 26,360 shares; 2025Q2: 62,389 shares; 2025Q3: 60,454 shares; 2025Q4: 60,824 shares; 2026Q1: 60,152 shares 60,152 $15.2M 0.26% -672 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: 11,825 shares; 2024Q4: 11,638 shares; 2025Q1: 12,033 shares; 2025Q2: 31,643 shares; 2025Q3: 31,547 shares; 2025Q4: 31,924 shares; 2026Q1: 31,437 shares 31,437 $15M 0.26% -487 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 120,811 shares; 2025Q1: 203,818 shares; 2025Q2: 235,895 shares; 2025Q3: 246,221 shares; 2025Q4: 242,465 shares; 2026Q1: 233,542 shares 233,542 $14.9M 0.26% -8,923 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,451 shares; 2025Q1: 3,126 shares; 2025Q2: 3,476 shares; 2025Q3: 4,073 shares; 2025Q4: 74,778 shares; 2026Q1: 77,540 shares 77,540 $14.5M 0.25% +2,762 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: 118,213 shares; 2024Q4: 123,820 shares; 2025Q1: 122,026 shares; 2025Q2: 124,320 shares; 2025Q3: 122,112 shares; 2025Q4: 113,657 shares; 2026Q1: 113,329 shares 113,329 $14.3M 0.25% -328 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 58,001 shares; 2025Q1: 274,707 shares; 2025Q2: 469,041 shares; 2025Q3: 470,624 shares; 2025Q4: 467,869 shares; 2026Q1: 501,976 shares 501,976 $14.1M 0.25% +34,107 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219,110 shares; 2025Q2: 253,002 shares; 2025Q3: 256,960 shares; 2025Q4: 268,948 shares; 2026Q1: 287,723 shares 287,723 $14.1M 0.24% +18,775 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,733 shares; 2024Q4: 48,473 shares; 2025Q1: 50,455 shares; 2025Q2: 292,296 shares; 2025Q3: 292,392 shares; 2025Q4: 290,788 shares; 2026Q1: 315,622 shares 315,622 $14M 0.24% +24,834 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: 56,489 shares; 2024Q4: 49,096 shares; 2025Q1: 48,497 shares; 2025Q2: 49,296 shares; 2025Q3: 15,770 shares; 2025Q4: 12,219 shares; 2026Q1: 24,554 shares 24,554 $13.8M 0.24% +12,335 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: 101,972 shares; 2024Q4: 104,577 shares; 2025Q1: 98,528 shares; 2025Q2: 101,214 shares; 2025Q3: 97,262 shares; 2025Q4: 100,319 shares; 2026Q1: 105,361 shares 105,361 $13.6M 0.24% +5,042 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 7,778 shares; 2025Q1: 7,635 shares; 2025Q2: 67,106 shares; 2025Q3: 67,673 shares; 2025Q4: 68,352 shares; 2026Q1: 68,038 shares 68,038 $13.3M 0.23% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,852 shares; 2025Q3: 19,761 shares; 2025Q4: 28,178 shares; 2026Q1: 141,322 shares 141,322 $13M 0.23% +113,144 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,420 shares; 2024Q4: 60,177 shares; 2025Q1: 68,193 shares; 2025Q2: 369,023 shares; 2025Q3: 358,752 shares; 2025Q4: 346,262 shares; 2026Q1: 319,527 shares 319,527 $12.9M 0.22% -26,735 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: 38,860 shares; 2024Q4: 42,683 shares; 2025Q1: 34,010 shares; 2025Q2: 44,148 shares; 2025Q3: 50,228 shares; 2025Q4: 51,205 shares; 2026Q1: 47,342 shares 47,342 $12.8M 0.22% -3,863 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,468 shares; 2024Q4: 39,239 shares; 2025Q1: 39,871 shares; 2025Q2: 39,130 shares; 2025Q3: 39,174 shares; 2025Q4: 38,380 shares; 2026Q1: 38,015 shares 38,015 $12.8M 0.22% -365 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,286 shares; 2024Q4: 45,530 shares; 2025Q1: 46,273 shares; 2025Q2: 50,399 shares; 2025Q3: 47,809 shares; 2025Q4: 49,263 shares; 2026Q1: 61,569 shares 61,569 $12.5M 0.22% +12,306 Timeline IGF 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: 175,404 shares; 2024Q4: 175,119 shares; 2025Q1: 181,894 shares; 2025Q2: 169,226 shares; 2025Q3: 176,938 shares; 2025Q4: 167,913 shares; 2026Q1: 182,091 shares 182,091 $12.5M 0.22% +14,178 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: 72,975 shares; 2024Q4: 75,671 shares; 2025Q1: 76,016 shares; 2025Q2: 99,464 shares; 2025Q3: 86,718 shares; 2025Q4: 84,390 shares; 2026Q1: 77,391 shares 77,391 $12.1M 0.21% -6,999 Timeline SCHC 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: 138,477 shares; 2024Q4: 140,044 shares; 2025Q1: 151,111 shares; 2025Q2: 162,784 shares; 2025Q3: 220,009 shares; 2025Q4: 228,616 shares; 2026Q1: 236,935 shares 236,935 $11.9M 0.21% +8,319 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 11,698 shares; 2025Q1: 11,645 shares; 2025Q2: 11,629 shares; 2025Q3: 79,222 shares; 2025Q4: 79,745 shares; 2026Q1: 78,998 shares 78,998 $11.6M 0.2% -747 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: 54,410 shares; 2024Q4: 42,684 shares; 2025Q1: 46,474 shares; 2025Q2: 49,464 shares; 2025Q3: 48,760 shares; 2025Q4: 47,656 shares; 2026Q1: 45,986 shares 45,986 $11.6M 0.2% -1,670 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: 11,439 shares; 2024Q4: 11,165 shares; 2025Q1: 10,788 shares; 2025Q2: 10,982 shares; 2025Q3: 122,619 shares; 2025Q4: 122,955 shares; 2026Q1: 125,054 shares 125,054 $11.5M 0.2% +2,099 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: 5,237 shares; 2024Q4: 5,208 shares; 2025Q1: 5,416 shares; 2025Q2: 44,420 shares; 2025Q3: 44,458 shares; 2025Q4: 44,437 shares; 2026Q1: 23,000 shares 23,000 $11.5M 0.2% -21,437 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: 12,730 shares; 2024Q4: 8,923 shares; 2025Q1: 8,609 shares; 2025Q2: 9,437 shares; 2025Q3: 143,010 shares; 2025Q4: 146,712 shares; 2026Q1: 149,100 shares 149,100 $11M 0.19% +2,388 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 254,353 shares; 2026Q1: 267,239 shares 267,239 $10.7M 0.19% +12,886 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: not reported; 2024Q4: not reported; 2025Q1: 52,358 shares; 2025Q2: 56,355 shares; 2025Q3: 55,058 shares; 2025Q4: 58,598 shares; 2026Q1: 56,815 shares 56,815 $10.7M 0.19% -1,783 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: 44,282 shares; 2024Q4: 46,827 shares; 2025Q1: 44,268 shares; 2025Q2: 46,368 shares; 2025Q3: 44,973 shares; 2025Q4: 48,289 shares; 2026Q1: 45,246 shares 45,246 $10.4M 0.18% -3,043 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,718 shares; 2025Q3: 403,858 shares; 2025Q4: 399,597 shares; 2026Q1: 393,031 shares 393,031 $10.3M 0.18% -6,566 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: 6,846 shares; 2024Q4: 6,940 shares; 2025Q1: 4,877 shares; 2025Q2: 7,827 shares; 2025Q3: 7,788 shares; 2025Q4: 7,886 shares; 2026Q1: 6,116 shares 6,116 $10.3M 0.18% -1,770 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 13,957 shares; 2025Q1: 13,450 shares; 2025Q2: 14,893 shares; 2025Q3: 10,523 shares; 2025Q4: 10,956 shares; 2026Q1: 104,924 shares 104,924 $10.3M 0.18% +93,968 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 103,109 shares 103,109 $9.62M 0.17% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,204 shares; 2024Q4: 415,271 shares; 2025Q1: 438,771 shares; 2025Q2: 189,252 shares; 2025Q3: 183,054 shares; 2025Q4: 170,358 shares; 2026Q1: 183,980 shares 183,980 $9.49M 0.17% +13,622 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,723 shares; 2025Q2: 176,981 shares; 2025Q3: 177,920 shares; 2025Q4: 188,860 shares; 2026Q1: 194,202 shares 194,202 $9.47M 0.16% +5,342 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 6,804 shares; 2025Q1: 6,483 shares; 2025Q2: 26,912 shares; 2025Q3: 26,491 shares; 2025Q4: 27,220 shares; 2026Q1: 26,411 shares 26,411 $9.23M 0.16% -809 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: 12,118 shares; 2024Q4: 15,584 shares; 2025Q1: 34,657 shares; 2025Q2: 130,431 shares; 2025Q3: 130,288 shares; 2025Q4: 100,264 shares; 2026Q1: 107,224 shares 107,224 $9.15M 0.16% +6,960 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,816 shares; 2025Q3: 22,310 shares; 2025Q4: 20,623 shares; 2026Q1: 20,010 shares 20,010 $8.93M 0.16% -613 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,123 shares; 2025Q1: 14,288 shares; 2025Q2: 20,843 shares; 2025Q3: 21,197 shares; 2025Q4: 20,333 shares; 2026Q1: 88,283 shares 88,283 $8.8M 0.15% +67,950 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: 147,517 shares; 2025Q1: 156,466 shares; 2025Q2: 57,413 shares; 2025Q3: 54,331 shares; 2025Q4: 52,909 shares; 2026Q1: 49,975 shares 49,975 $8.63M 0.15% -2,934 Timeline IWN 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: 33,735 shares; 2024Q4: 35,467 shares; 2025Q1: 35,263 shares; 2025Q2: 38,821 shares; 2025Q3: 38,729 shares; 2025Q4: 38,599 shares; 2026Q1: 39,181 shares 39,181 $8.05M 0.14% +582 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 5,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,144 shares; 2026Q1: 142,793 shares 142,793 $8M 0.14% +136,649 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: 3,207 shares; 2024Q4: 3,199 shares; 2025Q1: 3,278 shares; 2025Q2: 37,352 shares; 2025Q3: 41,523 shares; 2025Q4: 35,376 shares; 2026Q1: 39,204 shares 39,204 $7.88M 0.14% +3,828 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,220 shares; 2025Q2: 552,464 shares; 2025Q3: 561,973 shares; 2025Q4: 560,417 shares; 2026Q1: 521,936 shares 521,936 $7.87M 0.14% -38,481 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,848 shares; 2025Q3: 11,337 shares; 2025Q4: 11,251 shares; 2026Q1: 11,034 shares 11,034 $7.7M 0.13% -217 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,086 shares 118,086 $7.53M 0.13% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,038 shares; 2024Q4: 19,905 shares; 2025Q1: 17,627 shares; 2025Q2: 17,393 shares; 2025Q3: 19,523 shares; 2025Q4: 18,661 shares; 2026Q1: 18,696 shares 18,696 $7.53M 0.13% +35 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: 60,830 shares; 2024Q4: 65,105 shares; 2025Q1: 82,607 shares; 2025Q2: 87,703 shares; 2025Q3: 86,764 shares; 2025Q4: 88,484 shares; 2026Q1: 102,799 shares 102,799 $7.44M 0.13% +14,315 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 5,653 shares; 2025Q1: 4,074 shares; 2025Q2: 50,803 shares; 2025Q3: 51,480 shares; 2025Q4: 50,807 shares; 2026Q1: 50,426 shares 50,426 $7.39M 0.13% -381 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,846 shares; 2025Q3: 46,936 shares; 2025Q4: 47,186 shares; 2026Q1: 45,436 shares 45,436 $7.35M 0.13% -1,750 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: 30,965 shares; 2024Q4: 31,856 shares; 2025Q1: 34,402 shares; 2025Q2: 21,976 shares; 2025Q3: 15,982 shares; 2025Q4: 19,975 shares; 2026Q1: 50,871 shares 50,871 $7.29M 0.13% +30,896 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: 117,296 shares; 2024Q4: 79,003 shares; 2025Q1: 122,761 shares; 2025Q2: 144,864 shares; 2025Q3: 108,292 shares; 2025Q4: 113,898 shares; 2026Q1: 113,674 shares 113,674 $7.27M 0.13% -224 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,339 shares; 2025Q3: 59,161 shares; 2025Q4: 58,723 shares; 2026Q1: 58,818 shares 58,818 $7.11M 0.12% +95 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,092 shares; 2024Q4: 22,365 shares; 2025Q1: 26,292 shares; 2025Q2: 42,676 shares; 2025Q3: 41,553 shares; 2025Q4: 36,774 shares; 2026Q1: 595,660 shares 595,660 $6.91M 0.12% +558,886 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,215 shares; 2024Q4: 264,239 shares; 2025Q1: 80,193 shares; 2025Q2: 92,909 shares; 2025Q3: 90,572 shares; 2025Q4: 88,584 shares; 2026Q1: 89,747 shares 89,747 $6.79M 0.12% +1,163 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 71,777 shares; 2025Q3: 70,239 shares; 2025Q4: 70,384 shares; 2026Q1: 68,873 shares 68,873 $6.77M 0.12% -1,511 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 4,178 shares; 2025Q1: 4,255 shares; 2025Q2: 4,993 shares; 2025Q3: 49,114 shares; 2025Q4: 49,194 shares; 2026Q1: 47,463 shares 47,463 $6.75M 0.12% -1,731 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,471 shares; 2025Q2: 22,934 shares; 2025Q3: 22,934 shares; 2025Q4: 20,629 shares; 2026Q1: 20,604 shares 20,604 $6.72M 0.12% -25 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,792 shares; 2024Q4: 63,955 shares; 2025Q1: 63,051 shares; 2025Q2: 74,324 shares; 2025Q3: 81,534 shares; 2025Q4: 82,161 shares; 2026Q1: 90,691 shares 90,691 $6.67M 0.12% +8,530 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,222 shares; 2024Q4: 33,222 shares; 2025Q1: 33,634 shares; 2025Q2: 136,541 shares; 2025Q3: 129,336 shares; 2025Q4: 127,374 shares; 2026Q1: 123,546 shares 123,546 $6.49M 0.11% -3,828 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 11,370 shares 11,370 $6.47M 0.11% new 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: 84,534 shares; 2024Q4: 83,300 shares; 2025Q1: 85,704 shares; 2025Q2: 85,704 shares; 2025Q3: 85,971 shares; 2025Q4: 85,971 shares; 2026Q1: 87,082 shares 87,082 $6.41M 0.11% +1,111 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 3,092 shares; 2025Q1: 3,671 shares; 2025Q2: 10,627 shares; 2025Q3: 10,695 shares; 2025Q4: 9,474 shares; 2026Q1: 9,344 shares 9,344 $6.39M 0.11% -130 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: 12,847 shares; 2024Q4: 13,180 shares; 2025Q1: 14,320 shares; 2025Q2: 11,094 shares; 2025Q3: 10,773 shares; 2025Q4: 10,705 shares; 2026Q1: 10,666 shares 10,666 $6.29M 0.11% -39 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255,257 shares; 2025Q3: 273,683 shares; 2025Q4: 274,748 shares; 2026Q1: 291,173 shares 291,173 $6.09M 0.11% +16,425 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,710 shares; 2025Q3: 219,327 shares; 2025Q4: 221,355 shares; 2026Q1: 239,660 shares 239,660 $6.06M 0.11% +18,305 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: 13,914 shares; 2024Q4: 13,910 shares; 2025Q1: 14,032 shares; 2025Q2: 25,617 shares; 2025Q3: 26,529 shares; 2025Q4: 26,829 shares; 2026Q1: 27,229 shares 27,229 $6M 0.1% +400 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,942 shares; 2025Q3: 198,726 shares; 2025Q4: 205,873 shares; 2026Q1: 226,296 shares 226,296 $5.85M 0.1% +20,423 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: 80,734 shares; 2024Q4: 71,204 shares; 2025Q1: 67,473 shares; 2025Q2: 70,501 shares; 2025Q3: 68,252 shares; 2025Q4: 65,866 shares; 2026Q1: 64,357 shares 64,357 $5.83M 0.1% -1,509 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,428 shares; 2025Q4: 35,931 shares; 2026Q1: 36,655 shares 36,655 $5.79M 0.1% +724 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 10,504 shares; 2025Q1: 9,155 shares; 2025Q2: 9,413 shares; 2025Q3: 9,281 shares; 2025Q4: 9,281 shares; 2026Q1: 8,631 shares 8,631 $5.7M 0.1% -650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,630 shares 37,630 $5.67M 0.1% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,847 shares; 2025Q1: 8,847 shares; 2025Q2: 26,802 shares; 2025Q3: 26,254 shares; 2025Q4: 50,363 shares; 2026Q1: 50,037 shares 50,037 $5.63M 0.1% -326 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: 56,690 shares 56,690 $5.61M 0.1% new 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: 132,397 shares; 2024Q4: 131,969 shares; 2025Q1: 69,812 shares; 2025Q2: 104,436 shares; 2025Q3: 103,184 shares; 2025Q4: 102,967 shares; 2026Q1: 97,024 shares 97,024 $5.55M 0.1% -5,943 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 54,207 shares; 2025Q3: 54,774 shares; 2025Q4: 55,390 shares; 2026Q1: 56,411 shares 56,411 $5.52M 0.1% +1,021 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 5,625 shares; 2025Q1: 5,560 shares; 2025Q2: 9,548 shares; 2025Q3: 9,123 shares; 2025Q4: 8,271 shares; 2026Q1: 120,277 shares 120,277 $5.51M 0.1% +112,006 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 3,074 shares; 2025Q1: 2,959 shares; 2025Q2: 188,343 shares; 2025Q3: 225,524 shares; 2025Q4: 213,658 shares; 2026Q1: 55,157 shares 55,157 $5.45M 0.09% -158,501 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 2,790 shares; 2025Q3: 2,810 shares; 2025Q4: 2,843 shares; 2026Q1: 2,870 shares 2,870 $5.28M 0.09% +27 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,847 shares; 2025Q3: 123,969 shares; 2025Q4: 182,273 shares; 2026Q1: 210,999 shares 210,999 $5.24M 0.09% +28,726 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,974 shares; 2025Q3: 218,234 shares; 2025Q4: 213,103 shares; 2026Q1: 224,933 shares 224,933 $5.23M 0.09% +11,830 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: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 2,404 shares; 2025Q2: 2,596 shares; 2025Q3: 7,410 shares; 2025Q4: 7,475 shares; 2026Q1: 7,225 shares 7,225 $5.22M 0.09% -250 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,918 shares; 2025Q3: 229,680 shares; 2025Q4: 224,886 shares; 2026Q1: 238,254 shares 238,254 $5.22M 0.09% +13,368 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,476 shares; 2025Q3: 194,235 shares; 2025Q4: 189,810 shares; 2026Q1: 202,949 shares 202,949 $5.14M 0.09% +13,139 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: 3,005 shares; 2024Q4: 3,371 shares; 2025Q1: 4,065 shares; 2025Q2: 7,376 shares; 2025Q3: 7,280 shares; 2025Q4: 6,893 shares; 2026Q1: 8,116 shares 8,116 $5.13M 0.09% +1,223 Timeline VGSH 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: 115,216 shares; 2024Q4: 118,613 shares; 2025Q1: 118,759 shares; 2025Q2: 117,227 shares; 2025Q3: 84,518 shares; 2025Q4: 84,276 shares; 2026Q1: 87,659 shares 87,659 $5.13M 0.09% +3,383 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,496 shares; 2024Q4: 16,241 shares; 2025Q1: 19,259 shares; 2025Q2: 17,743 shares; 2025Q3: 16,549 shares; 2025Q4: 16,535 shares; 2026Q1: 17,210 shares 17,210 $5.1M 0.09% +675 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: 4,838 shares; 2024Q4: 4,957 shares; 2025Q1: 5,142 shares; 2025Q2: 18,055 shares; 2025Q3: 19,989 shares; 2025Q4: 20,686 shares; 2026Q1: 21,313 shares 21,313 $5.05M 0.09% +627 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,408 shares; 2025Q3: 154,593 shares; 2025Q4: 163,689 shares; 2026Q1: 191,345 shares 191,345 $4.99M 0.09% +27,656 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: 50,172 shares; 2024Q4: 48,268 shares; 2025Q1: 47,634 shares; 2025Q2: 48,541 shares; 2025Q3: 39,910 shares; 2025Q4: 37,157 shares; 2026Q1: 37,437 shares 37,437 $4.91M 0.09% +280 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: 25,613 shares; 2024Q4: 25,814 shares; 2025Q1: 26,138 shares; 2025Q2: 31,257 shares; 2025Q3: 31,201 shares; 2025Q4: 30,853 shares; 2026Q1: 30,711 shares 30,711 $4.89M 0.08% -142 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,115 shares; 2024Q4: 29,825 shares; 2025Q1: 28,699 shares; 2025Q2: 28,989 shares; 2025Q3: 29,384 shares; 2025Q4: 31,328 shares; 2026Q1: 31,281 shares 31,281 $4.86M 0.08% -47 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,819 shares; 2024Q4: 206,035 shares; 2025Q1: 209,923 shares; 2025Q2: 217,409 shares; 2025Q3: 219,530 shares; 2025Q4: 227,551 shares; 2026Q1: 234,320 shares 234,320 $4.83M 0.08% +6,769 Timeline EMB 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: 33,938 shares; 2024Q4: 36,104 shares; 2025Q1: 34,650 shares; 2025Q2: 37,078 shares; 2025Q3: 42,611 shares; 2025Q4: 46,354 shares; 2026Q1: 50,218 shares 50,218 $4.81M 0.08% +3,864 Timeline EZU 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: 75,956 shares; 2024Q4: 75,931 shares; 2025Q1: 79,280 shares; 2025Q2: 80,999 shares; 2025Q3: 80,999 shares; 2025Q4: 80,999 shares; 2026Q1: 70,919 shares 70,919 $4.72M 0.08% -10,080 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174,933 shares; 2025Q3: 183,386 shares; 2025Q4: 180,902 shares; 2026Q1: 192,727 shares 192,727 $4.67M 0.08% +11,825 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,299 shares; 2025Q1: 29,186 shares; 2025Q2: 24,115 shares; 2025Q3: 63,999 shares; 2025Q4: 65,197 shares; 2026Q1: 67,428 shares 67,428 $4.64M 0.08% +2,231 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 6,998 shares; 2025Q1: 5,956 shares; 2025Q2: 12,430 shares; 2025Q3: 12,186 shares; 2025Q4: 22,081 shares; 2026Q1: 12,512 shares 12,512 $4.62M 0.08% -9,569 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,653 shares; 2024Q4: 15,747 shares; 2025Q1: 16,483 shares; 2025Q2: 25,529 shares; 2025Q3: 25,742 shares; 2025Q4: 25,054 shares; 2026Q1: 25,208 shares 25,208 $4.59M 0.08% +154 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: 37,039 shares; 2024Q4: 45,924 shares; 2025Q1: 21,747 shares; 2025Q2: 47,108 shares; 2025Q3: 60,033 shares; 2025Q4: 64,257 shares; 2026Q1: 49,673 shares 49,673 $4.57M 0.08% -14,584 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: 20,301 shares; 2024Q4: 19,923 shares; 2025Q1: 19,685 shares; 2025Q2: 19,623 shares; 2025Q3: 19,443 shares; 2025Q4: 19,245 shares; 2026Q1: 18,324 shares 18,324 $4.55M 0.08% -921 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,034 shares; 2025Q3: 187,616 shares; 2025Q4: 185,529 shares; 2026Q1: 186,627 shares 186,627 $4.52M 0.08% +1,098 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: 5,139 shares; 2024Q4: 7,708 shares; 2025Q1: 6,613 shares; 2025Q2: 8,131 shares; 2025Q3: 8,070 shares; 2025Q4: 8,207 shares; 2026Q1: 7,892 shares 7,892 $4.51M 0.08% -315 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,670 shares; 2025Q1: 9,576 shares; 2025Q2: 8,806 shares; 2025Q3: 8,633 shares; 2025Q4: 8,573 shares; 2026Q1: 7,710 shares 7,710 $4.51M 0.08% -863 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,268 shares; 2024Q4: 65,789 shares; 2025Q1: 37,730 shares; 2025Q2: 36,735 shares; 2025Q3: 32,787 shares; 2025Q4: 59,101 shares; 2026Q1: 41,828 shares 41,828 $4.48M 0.08% -17,273 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,907 shares; 2024Q4: 94,131 shares; 2025Q1: 94,779 shares; 2025Q2: 143,881 shares; 2025Q3: 96,839 shares; 2025Q4: 96,816 shares; 2026Q1: 98,387 shares 98,387 $4.45M 0.08% +1,571 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,704 shares; 2025Q1: 4,378 shares; 2025Q2: 10,867 shares; 2025Q3: 9,955 shares; 2025Q4: 10,822 shares; 2026Q1: 18,234 shares 18,234 $4.43M 0.08% +7,412 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: 16,825 shares; 2024Q4: 15,837 shares; 2025Q1: 15,456 shares; 2025Q2: 22,005 shares; 2025Q3: 21,932 shares; 2025Q4: 22,161 shares; 2026Q1: 22,049 shares 22,049 $4.42M 0.08% -112 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,449 shares; 2024Q4: 120,782 shares; 2025Q1: 108,486 shares; 2025Q2: 86,276 shares; 2025Q3: 87,739 shares; 2025Q4: 87,782 shares; 2026Q1: 86,777 shares 86,777 $4.38M 0.08% -1,005 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,018 shares; 2024Q4: 35,798 shares; 2025Q1: 22,526 shares; 2025Q2: 19,603 shares; 2025Q3: 18,854 shares; 2025Q4: 22,454 shares; 2026Q1: 19,402 shares 19,402 $4.32M 0.08% -3,052 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: 6,057 shares; 2024Q4: 5,963 shares; 2025Q1: 5,971 shares; 2025Q2: 6,404 shares; 2025Q3: 6,399 shares; 2025Q4: 12,697 shares; 2026Q1: 13,354 shares 13,354 $4.29M 0.07% +657 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,519 shares; 2025Q2: 7,459 shares; 2025Q3: 10,958 shares; 2025Q4: 11,076 shares; 2026Q1: 9,937 shares 9,937 $4.26M 0.07% -1,139 Timeline IJK 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: 12,487 shares; 2024Q4: 9,354 shares; 2025Q1: 8,008 shares; 2025Q2: 7,918 shares; 2025Q3: 7,843 shares; 2025Q4: 19,897 shares; 2026Q1: 39,054 shares 39,054 $4.24M 0.07% +19,157 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,202 shares; 2025Q1: 4,575 shares; 2025Q2: 51,304 shares; 2025Q3: 51,060 shares; 2025Q4: 50,726 shares; 2026Q1: 50,673 shares 50,673 $4.16M 0.07% -53 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,706 shares; 2025Q1: 1,724 shares; 2025Q2: 4,982 shares; 2025Q3: 4,959 shares; 2025Q4: 5,103 shares; 2026Q1: 5,114 shares 5,114 $4.12M 0.07% +11 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,580 shares; 2024Q4: 17,350 shares; 2025Q1: 134,741 shares; 2025Q2: 47,013 shares; 2025Q3: 109,058 shares; 2025Q4: 111,734 shares; 2026Q1: 113,403 shares 113,403 $4.1M 0.07% +1,669 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,299 shares; 2024Q4: 51,949 shares; 2025Q1: 51,265 shares; 2025Q2: 52,695 shares; 2025Q3: 52,797 shares; 2025Q4: 53,078 shares; 2026Q1: 53,843 shares 53,843 $4.1M 0.07% +765 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,829 shares; 2024Q4: 48,672 shares; 2025Q1: 47,425 shares; 2025Q2: 49,261 shares; 2025Q3: 50,902 shares; 2025Q4: 52,304 shares; 2026Q1: 48,667 shares 48,667 $4.07M 0.07% -3,637 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: 48,043 shares; 2025Q3: 45,274 shares; 2025Q4: 89,844 shares; 2026Q1: 88,424 shares 88,424 $4.06M 0.07% -1,420 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,449 shares; 2025Q1: 7,471 shares; 2025Q2: 7,451 shares; 2025Q3: 10,166 shares; 2025Q4: 11,156 shares; 2026Q1: 11,482 shares 11,482 $3.99M 0.07% +326 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: 13,508 shares; 2024Q4: 13,500 shares; 2025Q1: 13,288 shares; 2025Q2: 12,931 shares; 2025Q3: 12,947 shares; 2025Q4: 12,912 shares; 2026Q1: 12,990 shares 12,990 $3.96M 0.07% +78 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,477 shares; 2024Q4: 45,039 shares; 2025Q1: 45,701 shares; 2025Q2: 54,140 shares; 2025Q3: 55,706 shares; 2025Q4: 57,223 shares; 2026Q1: 61,078 shares 61,078 $3.96M 0.07% +3,855 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: 9,473 shares; 2024Q4: 8,595 shares; 2025Q1: 7,496 shares; 2025Q2: 16,855 shares; 2025Q3: 15,644 shares; 2025Q4: 13,606 shares; 2026Q1: 13,365 shares 13,365 $3.94M 0.07% -241 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,280 shares; 2024Q4: 59,570 shares; 2025Q1: 63,951 shares; 2025Q2: 25,002 shares; 2025Q3: 62,440 shares; 2025Q4: 22,424 shares; 2026Q1: 72,835 shares 72,835 $3.94M 0.07% +50,411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,917 shares; 2025Q3: 33,656 shares; 2025Q4: 35,032 shares; 2026Q1: 42,241 shares 42,241 $3.91M 0.07% +7,209 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: 139,918 shares; 2024Q4: 114,667 shares; 2025Q1: 152,313 shares; 2025Q2: 1,000,587 shares; 2025Q3: 186,069 shares; 2025Q4: 147,434 shares; 2026Q1: 145,287 shares 145,287 $3.91M 0.07% -2,147 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: 16,299 shares; 2024Q4: 16,354 shares; 2025Q1: 13,562 shares; 2025Q2: 17,958 shares; 2025Q3: 19,828 shares; 2025Q4: 24,298 shares; 2026Q1: 24,961 shares 24,961 $3.88M 0.07% +663 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 29,239 shares; 2025Q1: 44,662 shares; 2025Q2: 59,835 shares; 2025Q3: 60,150 shares; 2025Q4: 55,290 shares; 2026Q1: 60,797 shares 60,797 $3.86M 0.07% +5,507 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,496 shares; 2025Q2: 7,467 shares; 2025Q3: 29,835 shares; 2025Q4: 30,528 shares; 2026Q1: 33,382 shares 33,382 $3.84M 0.07% +2,854 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 7,736 shares; 2025Q1: 7,637 shares; 2025Q2: 17,735 shares; 2025Q3: 17,622 shares; 2025Q4: 13,926 shares; 2026Q1: 13,888 shares 13,888 $3.82M 0.07% -38 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,088 shares; 2024Q4: 59,547 shares; 2025Q1: 60,096 shares; 2025Q2: 62,332 shares; 2025Q3: 62,643 shares; 2025Q4: 63,326 shares; 2026Q1: 52,513 shares 52,513 $3.79M 0.07% -10,813 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: 68,708 shares; 2024Q4: 68,690 shares; 2025Q1: 67,879 shares; 2025Q2: 65,765 shares; 2025Q3: 64,744 shares; 2025Q4: 64,763 shares; 2026Q1: 68,062 shares 68,062 $3.78M 0.07% +3,299 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: 18,767 shares; 2024Q4: 19,376 shares; 2025Q1: 3,079 shares; 2025Q2: 5,738 shares; 2025Q3: 5,657 shares; 2025Q4: 8,569 shares; 2026Q1: 8,826 shares 8,826 $3.76M 0.07% +257 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,820 shares; 2024Q4: 48,304 shares; 2025Q1: 50,206 shares; 2025Q2: 10,965 shares; 2025Q3: 10,036 shares; 2025Q4: 9,277 shares; 2026Q1: 8,934 shares 8,934 $3.74M 0.07% -343 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,340 shares 57,340 $3.72M 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 4,045 shares; 2025Q1: 4,157 shares; 2025Q2: 15,991 shares; 2025Q3: 16,720 shares; 2025Q4: 17,327 shares; 2026Q1: 18,025 shares 18,025 $3.71M 0.06% +698 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,425 shares; 2025Q1: 107,466 shares; 2025Q2: 128,532 shares; 2025Q3: 129,153 shares; 2025Q4: 134,128 shares; 2026Q1: 139,630 shares 139,630 $3.65M 0.06% +5,502 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: 5,544 shares; 2024Q4: 5,341 shares; 2025Q1: 6,024 shares; 2025Q2: 32,972 shares; 2025Q3: 34,744 shares; 2025Q4: 31,782 shares; 2026Q1: 30,972 shares 30,972 $3.64M 0.06% -810 Timeline IJJ 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: 5,009 shares; 2024Q4: 5,126 shares; 2025Q1: 5,499 shares; 2025Q2: 4,036 shares; 2025Q3: 4,060 shares; 2025Q4: 4,244 shares; 2026Q1: 25,628 shares 25,628 $3.64M 0.06% +21,384 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,978 shares; 2025Q1: 16,327 shares; 2025Q2: 16,396 shares; 2025Q3: 16,373 shares; 2025Q4: 16,470 shares; 2026Q1: 16,607 shares 16,607 $3.56M 0.06% +137 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,957 shares; 2024Q4: 65,395 shares; 2025Q1: 74,175 shares; 2025Q2: 72,194 shares; 2025Q3: 70,070 shares; 2025Q4: 67,802 shares; 2026Q1: 78,159 shares 78,159 $3.47M 0.06% +10,357 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,986 shares; 2024Q4: 539,345 shares; 2025Q1: 335,872 shares; 2025Q2: 355,181 shares; 2025Q3: 210,460 shares; 2025Q4: 244,896 shares; 2026Q1: 184,073 shares 184,073 $3.41M 0.06% -60,823 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: 32,106 shares; 2024Q4: 32,197 shares; 2025Q1: 40,763 shares; 2025Q2: 41,838 shares; 2025Q3: 41,760 shares; 2025Q4: 42,139 shares; 2026Q1: 42,194 shares 42,194 $3.39M 0.06% +55 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: 102,227 shares; 2024Q4: 102,271 shares; 2025Q1: 102,279 shares; 2025Q2: 124,905 shares; 2025Q3: 123,735 shares; 2025Q4: 124,131 shares; 2026Q1: 127,483 shares 127,483 $3.38M 0.06% +3,352 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 455 shares; 2025Q1: 480 shares; 2025Q2: 1,002 shares; 2025Q3: 992 shares; 2025Q4: 1,066 shares; 2026Q1: 5,550 shares 5,550 $3.3M 0.06% +4,484 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 33,968 shares; 2025Q1: 35,242 shares; 2025Q2: 42,953 shares; 2025Q3: 41,549 shares; 2025Q4: 37,811 shares; 2026Q1: 38,477 shares 38,477 $3.25M 0.06% +666 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC 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: 57,757 shares; 2025Q3: 56,740 shares; 2025Q4: 57,596 shares; 2026Q1: 49,171 shares 49,171 $3.25M 0.06% -8,425 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,945 shares; 2025Q1: 10,004 shares; 2025Q2: 9,944 shares; 2025Q3: 27,358 shares; 2025Q4: 26,704 shares; 2026Q1: 23,657 shares 23,657 $3.2M 0.06% -3,047 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: 15,052 shares; 2026Q1: 34,127 shares 34,127 $3.17M 0.06% +19,075 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: 50,145 shares; 2024Q4: 11,570 shares; 2025Q1: 7,523 shares; 2025Q2: 7,056 shares; 2025Q3: 6,613 shares; 2025Q4: 6,765 shares; 2026Q1: 11,026 shares 11,026 $3.17M 0.06% +4,261 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,483 shares; 2024Q4: 60,273 shares; 2025Q1: 59,773 shares; 2025Q2: 59,773 shares; 2025Q3: 61,823 shares; 2025Q4: 62,977 shares; 2026Q1: 62,913 shares 62,913 $3.17M 0.06% -64 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: 1,196 shares; 2024Q4: 1,192 shares; 2025Q1: 1,836 shares; 2025Q2: 16,409 shares; 2025Q3: 17,574 shares; 2025Q4: 17,202 shares; 2026Q1: 9,467 shares 9,467 $3.16M 0.05% -7,735 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,568 shares; 2025Q3: 25,869 shares; 2025Q4: 51,453 shares; 2026Q1: 51,380 shares 51,380 $3.14M 0.05% -73 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967,623 shares; 2024Q4: 962,735 shares; 2025Q1: 253,127 shares; 2025Q2: 201,649 shares; 2025Q3: 199,513 shares; 2025Q4: 195,638 shares; 2026Q1: 210,627 shares 210,627 $3.13M 0.05% +14,989 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,494 shares; 2024Q4: 81,223 shares; 2025Q1: 82,438 shares; 2025Q2: 87,538 shares; 2025Q3: 87,575 shares; 2025Q4: 88,788 shares; 2026Q1: 84,382 shares 84,382 $3.12M 0.05% -4,406 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,213 shares; 2025Q1: 7,612 shares; 2025Q2: 8,383 shares; 2025Q3: 8,330 shares; 2025Q4: 8,395 shares; 2026Q1: 19,079 shares 19,079 $3.11M 0.05% +10,684 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 1,170 shares; 2025Q1: 966 shares; 2025Q2: 893 shares; 2025Q3: 880 shares; 2025Q4: 848 shares; 2026Q1: 834 shares 834 $3.09M 0.05% -14 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,520 shares; 2024Q4: 189,322 shares; 2025Q1: 204,149 shares; 2025Q2: 36,282 shares; 2025Q3: 14,162 shares; 2025Q4: 6,226 shares; 2026Q1: 49,516 shares 49,516 $3.08M 0.05% +43,290 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: 1,909 shares; 2024Q4: 1,863 shares; 2025Q1: 1,789 shares; 2025Q2: 26,512 shares; 2025Q3: 26,415 shares; 2025Q4: 31,066 shares; 2026Q1: 30,747 shares 30,747 $3.06M 0.05% -319 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: 16,816 shares; 2024Q4: 16,628 shares; 2025Q1: 16,065 shares; 2025Q2: 16,284 shares; 2025Q3: 22,635 shares; 2025Q4: 22,635 shares; 2026Q1: 22,105 shares 22,105 $3.02M 0.05% -530 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,757 shares; 2025Q1: 17,749 shares; 2025Q2: 17,706 shares; 2025Q3: 17,706 shares; 2025Q4: 14,375 shares; 2026Q1: 14,120 shares 14,120 $3.01M 0.05% -255 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,371 shares; 2024Q4: 16,274 shares; 2025Q1: 16,013 shares; 2025Q2: 16,295 shares; 2025Q3: 16,283 shares; 2025Q4: 15,902 shares; 2026Q1: 15,718 shares 15,718 $2.99M 0.05% -184 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,848 shares; 2025Q3: 56,778 shares; 2025Q4: 42,847 shares; 2026Q1: 46,112 shares 46,112 $2.98M 0.05% +3,265 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,410 shares; 2025Q2: 15,267 shares; 2025Q3: 15,111 shares; 2025Q4: 15,062 shares; 2026Q1: 14,543 shares 14,543 $2.98M 0.05% -519 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 17,058 shares; 2025Q1: 27,016 shares; 2025Q2: 31,414 shares; 2025Q3: 23,708 shares; 2025Q4: 19,204 shares; 2026Q1: 23,893 shares 23,893 $2.95M 0.05% +4,689 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,227 shares; 2025Q1: 4,336 shares; 2025Q2: 42,527 shares; 2025Q3: 43,707 shares; 2025Q4: 52,171 shares; 2026Q1: 51,463 shares 51,463 $2.94M 0.05% -708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,178 shares; 2025Q3: 120,764 shares; 2025Q4: 16,870 shares; 2026Q1: 16,960 shares 16,960 $2.94M 0.05% +90 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,682 shares; 2025Q1: 14,858 shares; 2025Q2: 11,566 shares; 2025Q3: 11,447 shares; 2025Q4: 11,548 shares; 2026Q1: 21,245 shares 21,245 $2.93M 0.05% +9,697 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 3,007 shares; 2025Q1: 3,065 shares; 2025Q2: 3,538 shares; 2025Q3: 3,526 shares; 2025Q4: 3,535 shares; 2026Q1: 3,546 shares 3,546 $2.91M 0.05% +11 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: 39,098 shares; 2024Q4: 48,918 shares; 2025Q1: 49,998 shares; 2025Q2: 50,832 shares; 2025Q3: 11,027 shares; 2025Q4: 10,018 shares; 2026Q1: 9,372 shares 9,372 $2.87M 0.05% -646 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: 6,505 shares; 2024Q4: 8,817 shares; 2025Q1: 9,175 shares; 2025Q2: 68,889 shares; 2025Q3: 66,447 shares; 2025Q4: 14,314 shares; 2026Q1: 13,755 shares 13,755 $2.83M 0.05% -559 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,660 shares; 2025Q1: 2,747 shares; 2025Q2: 2,771 shares; 2025Q3: 4,102 shares; 2025Q4: 5,324 shares; 2026Q1: 5,431 shares 5,431 $2.82M 0.05% +107 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,080 shares; 2025Q1: 1,985 shares; 2025Q2: 6,905 shares; 2025Q3: 7,997 shares; 2025Q4: 8,198 shares; 2026Q1: 9,053 shares 9,053 $2.8M 0.05% +855 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,461 shares; 2024Q4: 43,085 shares; 2025Q1: 101,376 shares; 2025Q2: 108,965 shares; 2025Q3: 114,366 shares; 2025Q4: 117,058 shares; 2026Q1: 126,901 shares 126,901 $2.78M 0.05% +9,843 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,741 shares; 2024Q4: 20,379 shares; 2025Q1: 8,450 shares; 2025Q2: 35,369 shares; 2025Q3: 34,653 shares; 2025Q4: 35,086 shares; 2026Q1: 34,345 shares 34,345 $2.77M 0.05% -741 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: 10,239 shares; 2024Q4: 11,425 shares; 2025Q1: 11,334 shares; 2025Q2: 12,014 shares; 2025Q3: 11,844 shares; 2025Q4: 11,974 shares; 2026Q1: 12,481 shares 12,481 $2.72M 0.05% +507 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: not reported; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 22,270 shares; 2025Q3: 22,436 shares; 2025Q4: 18,386 shares; 2026Q1: 18,141 shares 18,141 $2.71M 0.05% -245 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 5,157 shares; 2025Q1: 6,725 shares; 2025Q2: 7,856 shares; 2025Q3: 7,632 shares; 2025Q4: 12,807 shares; 2026Q1: 14,453 shares 14,453 $2.71M 0.05% +1,646 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: 8,413 shares; 2024Q4: 5,995 shares; 2025Q1: 6,203 shares; 2025Q2: 426,020 shares; 2025Q3: 424,537 shares; 2025Q4: 46,732 shares; 2026Q1: 46,567 shares 46,567 $2.7M 0.05% -165 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,874 shares; 2026Q1: 104,886 shares 104,886 $2.69M 0.05% +74,012 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,027 shares; 2025Q1: 6,933 shares; 2025Q2: 8,719 shares; 2025Q3: 8,796 shares; 2025Q4: 8,696 shares; 2026Q1: 8,522 shares 8,522 $2.64M 0.05% -174 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,123 shares; 2025Q1: 2,194 shares; 2025Q2: 2,609 shares; 2025Q3: 2,497 shares; 2025Q4: 2,496 shares; 2026Q1: 2,505 shares 2,505 $2.64M 0.05% +9 Timeline PPLI PEOPLE INC More: the full row for PEOPLE 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: 59,114 shares 59,114 $2.63M 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 48,945 shares; 2025Q1: 48,759 shares; 2025Q2: 43,055 shares; 2025Q3: 42,759 shares; 2025Q4: 32,439 shares; 2026Q1: 30,434 shares 30,434 $2.56M 0.04% -2,005 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 41,754 shares; 2025Q1: 44,707 shares; 2025Q2: 48,459 shares; 2025Q3: 48,459 shares; 2025Q4: 48,459 shares; 2026Q1: 48,459 shares 48,459 $2.54M 0.04% 0 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: 2,613 shares; 2024Q4: 2,568 shares; 2025Q1: 2,789 shares; 2025Q2: 3,249 shares; 2025Q3: 3,050 shares; 2025Q4: 2,978 shares; 2026Q1: 2,939 shares 2,939 $2.5M 0.04% -39 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,651 shares; 2025Q2: 5,884 shares; 2025Q3: 5,861 shares; 2025Q4: 5,741 shares; 2026Q1: 11,925 shares 11,925 $2.49M 0.04% +6,184 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 17,689 shares; 2025Q1: 17,223 shares; 2025Q2: 17,784 shares; 2025Q3: 16,102 shares; 2025Q4: 16,374 shares; 2026Q1: 16,972 shares 16,972 $2.49M 0.04% +598 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: 3,034 shares; 2024Q4: 2,939 shares; 2025Q1: 2,754 shares; 2025Q2: 2,620 shares; 2025Q3: 2,514 shares; 2025Q4: 2,410 shares; 2026Q1: 2,294 shares 2,294 $2.48M 0.04% -116 Timeline SCHE 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: 80,447 shares; 2024Q4: 81,765 shares; 2025Q1: 64,648 shares; 2025Q2: 64,760 shares; 2025Q3: 65,909 shares; 2025Q4: 68,491 shares; 2026Q1: 69,231 shares 69,231 $2.48M 0.04% +740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,667 shares; 2025Q3: 7,311 shares; 2025Q4: 11,867 shares; 2026Q1: 10,269 shares 10,269 $2.45M 0.04% -1,598 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: 5,356 shares; 2024Q4: 5,386 shares; 2025Q1: 5,463 shares; 2025Q2: 5,349 shares; 2025Q3: 5,262 shares; 2025Q4: 5,251 shares; 2026Q1: 5,094 shares 5,094 $2.44M 0.04% -157 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,559 shares; 2024Q4: 13,972 shares; 2025Q1: 14,018 shares; 2025Q2: 14,056 shares; 2025Q3: 13,974 shares; 2025Q4: 25,512 shares; 2026Q1: 32,099 shares 32,099 $2.39M 0.04% +6,587 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 7,217 shares; 2025Q1: 18,134 shares; 2025Q2: 31,420 shares; 2025Q3: 30,652 shares; 2025Q4: 35,526 shares; 2026Q1: 40,857 shares 40,857 $2.35M 0.04% +5,331 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: 13,159 shares; 2024Q4: 11,140 shares; 2025Q1: 10,212 shares; 2025Q2: 10,310 shares; 2025Q3: 7,165 shares; 2025Q4: 7,205 shares; 2026Q1: 7,284 shares 7,284 $2.34M 0.04% +79 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 54,373 shares; 2025Q4: 53,940 shares; 2026Q1: 54,856 shares 54,856 $2.29M 0.04% +916 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: not reported; 2025Q1: 7,121 shares; 2025Q2: 10,380 shares; 2025Q3: 10,387 shares; 2025Q4: 10,424 shares; 2026Q1: 10,695 shares 10,695 $2.28M 0.04% +271 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,375 shares; 2025Q3: 14,484 shares; 2025Q4: 12,404 shares; 2026Q1: 12,653 shares 12,653 $2.28M 0.04% +249 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: not reported; 2024Q4: 13,957 shares; 2025Q1: 16,159 shares; 2025Q2: 3,144 shares; 2025Q3: 1,085 shares; 2025Q4: 765 shares; 2026Q1: 1,407 shares 1,407 $2.23M 0.04% +642 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 21,765 shares; 2025Q1: 10,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,228 shares; 2026Q1: 31,559 shares 31,559 $2.2M 0.04% +1,331 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: 10,263 shares; 2024Q4: 9,286 shares; 2025Q1: 8,066 shares; 2025Q2: 7,091 shares; 2025Q3: 7,064 shares; 2025Q4: 7,113 shares; 2026Q1: 7,167 shares 7,167 $2.2M 0.04% +54 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: 16,671 shares; 2024Q4: 17,271 shares; 2025Q1: 17,575 shares; 2025Q2: 12,402 shares; 2025Q3: 12,364 shares; 2025Q4: 12,271 shares; 2026Q1: 12,265 shares 12,265 $2.2M 0.04% -6 Timeline PPA 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: not reported; 2024Q4: not reported; 2025Q1: 9,592 shares; 2025Q2: 10,572 shares; 2025Q3: 10,375 shares; 2025Q4: 13,178 shares; 2026Q1: 13,094 shares 13,094 $2.19M 0.04% -84 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,838 shares; 2024Q4: 43,324 shares; 2025Q1: 45,617 shares; 2025Q2: 23,446 shares; 2025Q3: 39,091 shares; 2025Q4: 25,596 shares; 2026Q1: 48,204 shares 48,204 $2.16M 0.04% +22,608 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 24,243 shares; 2025Q4: 25,232 shares; 2026Q1: 26,824 shares 26,824 $2.15M 0.04% +1,592 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 58,900 shares 58,900 $2.13M 0.04% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,548 shares; 2025Q1: 8,223 shares; 2025Q2: 12,539 shares; 2025Q3: 23,228 shares; 2025Q4: 22,576 shares; 2026Q1: 24,396 shares 24,396 $2.12M 0.04% +1,820 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: 60,300 shares; 2024Q4: 59,800 shares; 2025Q1: 60,142 shares; 2025Q2: 57,073 shares; 2025Q3: 32,083 shares; 2025Q4: 35,278 shares; 2026Q1: 35,695 shares 35,695 $2.12M 0.04% +417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,384 shares; 2025Q3: 28,247 shares; 2025Q4: 28,117 shares; 2026Q1: 28,117 shares 28,117 $2.11M 0.04% 0 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 62,159 shares; 2025Q3: 52,433 shares; 2025Q4: 58,004 shares; 2026Q1: 62,842 shares 62,842 $2.07M 0.04% +4,838 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 24,474 shares; 2025Q1: 25,202 shares; 2025Q2: 25,197 shares; 2025Q3: 25,197 shares; 2025Q4: 25,197 shares; 2026Q1: 25,197 shares 25,197 $2.06M 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 26,568 shares; 2025Q3: 27,889 shares; 2025Q4: 29,367 shares; 2026Q1: 30,956 shares 30,956 $2.06M 0.04% +1,589 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 5,736 shares; 2025Q3: 5,785 shares; 2025Q4: 5,813 shares; 2026Q1: 5,877 shares 5,877 $2.05M 0.04% +64 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: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 3,169 shares; 2025Q2: 5,755 shares; 2025Q3: 5,738 shares; 2025Q4: 5,106 shares; 2026Q1: 5,165 shares 5,165 $2.04M 0.04% +59 Timeline AGCO AGCO CORP More: the full row for AGCO 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: 16,819 shares 16,819 $2.04M 0.04% new Timeline XLB 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: 264,869 shares; 2025Q3: 260,095 shares; 2025Q4: 510,109 shares; 2026Q1: 40,240 shares 40,240 $2.01M 0.03% -469,869 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: 4,676 shares; 2024Q4: 4,685 shares; 2025Q1: 4,451 shares; 2025Q2: 11,643 shares; 2025Q3: 11,953 shares; 2025Q4: 12,007 shares; 2026Q1: 12,707 shares 12,707 $1.97M 0.03% +700 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 1,169 shares; 2025Q3: 1,164 shares; 2025Q4: 1,123 shares; 2026Q1: 1,039 shares 1,039 $1.96M 0.03% -84 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,486 shares; 2025Q1: 2,783 shares; 2025Q2: 4,988 shares; 2025Q3: 16,993 shares; 2025Q4: 77,874 shares; 2026Q1: 21,001 shares 21,001 $1.96M 0.03% -56,873 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: not reported; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 6,967 shares; 2026Q1: 7,383 shares 7,383 $1.96M 0.03% +416 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 11,325 shares; 2025Q1: 11,706 shares; 2025Q2: 11,868 shares; 2025Q3: 11,847 shares; 2025Q4: 11,944 shares; 2026Q1: 12,135 shares 12,135 $1.95M 0.03% +191 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,750 shares; 2024Q4: 50,750 shares; 2025Q1: 50,750 shares; 2025Q2: 50,750 shares; 2025Q3: 50,750 shares; 2025Q4: 50,750 shares; 2026Q1: 50,750 shares 50,750 $1.95M 0.03% 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: 38,258 shares; 2024Q4: 40,859 shares; 2025Q1: 40,163 shares; 2025Q2: 42,435 shares; 2025Q3: 43,455 shares; 2025Q4: 43,861 shares; 2026Q1: 36,588 shares 36,588 $1.9M 0.03% -7,273 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 5,130 shares; 2025Q1: 5,501 shares; 2025Q2: 6,070 shares; 2025Q3: 4,447 shares; 2025Q4: 4,429 shares; 2026Q1: 4,349 shares 4,349 $1.9M 0.03% -80 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,660 shares; 2025Q1: 3,742 shares; 2025Q2: 3,080 shares; 2025Q3: 2,078 shares; 2025Q4: 2,045 shares; 2026Q1: 10,983 shares 10,983 $1.87M 0.03% +8,938 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,288 shares; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,513 shares; 2025Q4: 8,891 shares; 2026Q1: 9,344 shares 9,344 $1.86M 0.03% +453 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,129 shares; 2025Q1: 2,514 shares; 2025Q2: 2,382 shares; 2025Q3: 1,964 shares; 2025Q4: 1,910 shares; 2026Q1: 1,807 shares 1,807 $1.86M 0.03% -103 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: 49,513 shares; 2024Q4: 53,851 shares; 2025Q1: 53,594 shares; 2025Q2: 64,859 shares; 2025Q3: 37,554 shares; 2025Q4: 35,422 shares; 2026Q1: 36,320 shares 36,320 $1.85M 0.03% +898 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: 8,950 shares; 2024Q4: 12,038 shares; 2025Q1: 13,495 shares; 2025Q2: 17,496 shares; 2025Q3: 15,008 shares; 2025Q4: 10,246 shares; 2026Q1: 16,889 shares 16,889 $1.84M 0.03% +6,643 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 19,041 shares; 2025Q1: 19,783 shares; 2025Q2: 20,131 shares; 2025Q3: 19,956 shares; 2025Q4: 20,149 shares; 2026Q1: 20,515 shares 20,515 $1.81M 0.03% +366 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,498 shares; 2024Q4: 31,157 shares; 2025Q1: 29,149 shares; 2025Q2: 28,420 shares; 2025Q3: 23,415 shares; 2025Q4: 22,455 shares; 2026Q1: 21,988 shares 21,988 $1.8M 0.03% -467 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 16,941 shares; 2025Q1: 17,657 shares; 2025Q2: 17,889 shares; 2025Q3: 17,868 shares; 2025Q4: 17,937 shares; 2026Q1: 18,259 shares 18,259 $1.79M 0.03% +322 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 23,286 shares; 2025Q1: 24,189 shares; 2025Q2: 24,183 shares; 2025Q3: 24,148 shares; 2025Q4: 24,454 shares; 2026Q1: 24,748 shares 24,748 $1.77M 0.03% +294 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP 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: 10,926 shares; 2025Q3: 16,865 shares; 2025Q4: 17,136 shares; 2026Q1: 17,556 shares 17,556 $1.77M 0.03% +420 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,601 shares; 2024Q4: 41,014 shares; 2025Q1: 23,326 shares; 2025Q2: 44,312 shares; 2025Q3: 26,585 shares; 2025Q4: 24,233 shares; 2026Q1: 23,784 shares 23,784 $1.77M 0.03% -449 Timeline BWX 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: 33,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,330 shares; 2025Q3: 43,070 shares; 2025Q4: 44,045 shares; 2026Q1: 79,184 shares 79,184 $1.76M 0.03% +35,139 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: 21,203 shares; 2024Q4: 20,464 shares; 2025Q1: 9,039 shares; 2025Q2: 9,624 shares; 2025Q3: 9,286 shares; 2025Q4: 9,292 shares; 2026Q1: 9,004 shares 9,004 $1.75M 0.03% -288 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: 6,323 shares; 2024Q4: 6,323 shares; 2025Q1: 6,323 shares; 2025Q2: 6,449 shares; 2025Q3: 6,550 shares; 2025Q4: 6,035 shares; 2026Q1: 6,079 shares 6,079 $1.75M 0.03% +44 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,826 shares; 2025Q1: 2,838 shares; 2025Q2: 8,240 shares; 2025Q3: 7,745 shares; 2025Q4: 7,810 shares; 2026Q1: 5,700 shares 5,700 $1.74M 0.03% -2,110 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: 23,336 shares; 2026Q1: 23,885 shares 23,885 $1.73M 0.03% +549 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: 4,398 shares; 2024Q4: 7,123 shares; 2025Q1: 7,587 shares; 2025Q2: 9,455 shares; 2025Q3: 9,406 shares; 2025Q4: 9,389 shares; 2026Q1: 9,286 shares 9,286 $1.73M 0.03% -103 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: 83,182 shares; 2024Q4: 90,629 shares; 2025Q1: 89,633 shares; 2025Q2: 95,080 shares; 2025Q3: 96,495 shares; 2025Q4: 100,476 shares; 2026Q1: 63,069 shares 63,069 $1.72M 0.03% -37,407 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,438 shares; 2024Q4: 56,142 shares; 2025Q1: 53,791 shares; 2025Q2: 53,791 shares; 2025Q3: 49,988 shares; 2025Q4: 67,735 shares; 2026Q1: 36,447 shares 36,447 $1.71M 0.03% -31,288 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: 9,307 shares; 2024Q4: 9,739 shares; 2025Q1: 10,094 shares; 2025Q2: 12,108 shares; 2025Q3: 12,108 shares; 2025Q4: 9,204 shares; 2026Q1: 8,135 shares 8,135 $1.71M 0.03% -1,069 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: 79,332 shares; 2024Q4: 104,222 shares; 2025Q1: 105,305 shares; 2025Q2: 109,981 shares; 2025Q3: 15,472 shares; 2025Q4: 11,027 shares; 2026Q1: 10,296 shares 10,296 $1.7M 0.03% -731 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,899 shares; 2024Q4: 49,380 shares; 2025Q1: 51,226 shares; 2025Q2: 49,302 shares; 2025Q3: 49,148 shares; 2025Q4: 48,020 shares; 2026Q1: 47,005 shares 47,005 $1.7M 0.03% -1,015 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: 72,579 shares; 2024Q4: 73,969 shares; 2025Q1: 72,969 shares; 2025Q2: 65,237 shares; 2025Q3: 69,076 shares; 2025Q4: 66,304 shares; 2026Q1: 35,434 shares 35,434 $1.7M 0.03% -30,870 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: 5,066 shares; 2024Q4: 5,149 shares; 2025Q1: 5,206 shares; 2025Q2: 5,202 shares; 2025Q3: 5,194 shares; 2025Q4: 5,193 shares; 2026Q1: 5,144 shares 5,144 $1.69M 0.03% -49 Timeline MTUM 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: 5,940 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 5,940 shares; 2026Q1: 5,940 shares 5,940 $1.69M 0.03% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 21,584 shares; 2025Q1: 3,794 shares; 2025Q2: 3,494 shares; 2025Q3: 3,490 shares; 2025Q4: 3,407 shares; 2026Q1: 3,209 shares 3,209 $1.68M 0.03% -198 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: 43,343 shares; 2024Q4: 42,022 shares; 2025Q1: 40,946 shares; 2025Q2: 41,274 shares; 2025Q3: 41,199 shares; 2025Q4: 21,489 shares; 2026Q1: 20,805 shares 20,805 $1.66M 0.03% -684 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,366 shares; 2025Q1: 19,102 shares; 2025Q2: 19,419 shares; 2025Q3: 19,409 shares; 2025Q4: 18,273 shares; 2026Q1: 19,569 shares 19,569 $1.66M 0.03% +1,296 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 16,881 shares; 2025Q1: 16,651 shares; 2025Q2: 2,393 shares; 2025Q3: 2,257 shares; 2025Q4: 2,222 shares; 2026Q1: 7,183 shares 7,183 $1.64M 0.03% +4,961 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: 1,177 shares; 2024Q4: 1,161 shares; 2025Q1: 1,113 shares; 2025Q2: 1,126 shares; 2025Q3: 1,121 shares; 2025Q4: 1,132 shares; 2026Q1: 4,522 shares 4,522 $1.63M 0.03% +3,390 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 26,749 shares; 2025Q1: 27,840 shares; 2025Q2: 28,284 shares; 2025Q3: 28,230 shares; 2025Q4: 28,344 shares; 2026Q1: 28,734 shares 28,734 $1.6M 0.03% +390 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,220 shares; 2025Q1: 12,988 shares; 2025Q2: 13,971 shares; 2025Q3: 14,643 shares; 2025Q4: 15,423 shares; 2026Q1: 10,988 shares 10,988 $1.59M 0.03% -4,435 Timeline MKSI MKS INC. More: the full row for MKS 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: 5,317 shares; 2025Q4: 5,386 shares; 2026Q1: 5,599 shares 5,599 $1.59M 0.03% +213 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,956 shares; 2025Q1: 18,876 shares; 2025Q2: 29,411 shares; 2025Q3: 43,021 shares; 2025Q4: 43,572 shares; 2026Q1: 45,619 shares 45,619 $1.59M 0.03% +2,047 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,108 shares; 2025Q3: 31,108 shares; 2025Q4: 55,339 shares; 2026Q1: 50,939 shares 50,939 $1.58M 0.03% -4,400 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 20,344 shares 20,344 $1.57M 0.03% +16,837 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,481 shares; 2026Q1: 16,846 shares 16,846 $1.56M 0.03% -635 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 6,289 shares; 2026Q1: 6,599 shares 6,599 $1.56M 0.03% +310 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: not reported; 2024Q4: 833 shares; 2025Q1: 3,338 shares; 2025Q2: 3,179 shares; 2025Q3: 3,144 shares; 2025Q4: 2,916 shares; 2026Q1: 3,480 shares 3,480 $1.55M 0.03% +564 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,537 shares; 2025Q1: 3,761 shares; 2025Q2: 6,790 shares; 2025Q3: 4,750 shares; 2025Q4: 4,378 shares; 2026Q1: 2,964 shares 2,964 $1.53M 0.03% -1,414 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,577 shares; 2025Q3: 12,429 shares; 2025Q4: 12,899 shares; 2026Q1: 13,749 shares 13,749 $1.51M 0.03% +850 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 85,199 shares; 2025Q1: 83,172 shares; 2025Q2: 84,590 shares; 2025Q3: 86,210 shares; 2025Q4: 81,093 shares; 2026Q1: 84,373 shares 84,373 $1.51M 0.03% +3,280 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 12,067 shares; 2025Q1: 12,398 shares; 2025Q2: 19,500 shares; 2025Q3: 17,217 shares; 2025Q4: 15,491 shares; 2026Q1: 8,482 shares 8,482 $1.51M 0.03% -7,009 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 19,293 shares; 2025Q1: 19,984 shares; 2025Q2: 20,246 shares; 2025Q3: 20,284 shares; 2025Q4: 20,483 shares; 2026Q1: 20,947 shares 20,947 $1.5M 0.03% +464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares; 2025Q4: 22,850 shares; 2026Q1: 22,864 shares 22,864 $1.49M 0.03% +14 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,289 shares; 2025Q1: 4,443 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,557 shares; 2026Q1: 4,662 shares 4,662 $1.48M 0.03% +105 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: 7,870 shares 7,870 $1.47M 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,998 shares; 2025Q3: 4,958 shares; 2025Q4: 7,730 shares; 2026Q1: 7,733 shares 7,733 $1.46M 0.03% +3 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: 13,237 shares; 2025Q1: 12,823 shares; 2025Q2: 11,451 shares; 2025Q3: 9,650 shares; 2025Q4: 9,712 shares; 2026Q1: 8,635 shares 8,635 $1.46M 0.03% -1,077 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,766 shares; 2024Q4: 34,926 shares; 2025Q1: 47,480 shares; 2025Q2: 49,301 shares; 2025Q3: 50,157 shares; 2025Q4: 53,742 shares; 2026Q1: 50,335 shares 50,335 $1.46M 0.03% -3,407 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,176 shares; 2025Q1: 10,319 shares; 2025Q2: 10,310 shares; 2025Q3: 10,654 shares; 2025Q4: 10,563 shares; 2026Q1: 10,610 shares 10,610 $1.45M 0.03% +47 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: 20,031 shares; 2024Q4: 20,132 shares; 2025Q1: 4,285 shares; 2025Q2: 2,776 shares; 2025Q3: 2,585 shares; 2025Q4: 1,348 shares; 2026Q1: 1,260 shares 1,260 $1.44M 0.03% -88 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.02% 0 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: 4,368 shares; 2024Q4: 3,541 shares; 2025Q1: 3,944 shares; 2025Q2: 5,279 shares; 2025Q3: 4,515 shares; 2025Q4: 4,243 shares; 2026Q1: 4,967 shares 4,967 $1.43M 0.02% +724 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: 2,457 shares; 2024Q4: 2,731 shares; 2025Q1: 2,933 shares; 2025Q2: 3,486 shares; 2025Q3: 2,891 shares; 2025Q4: 2,864 shares; 2026Q1: 2,851 shares 2,851 $1.43M 0.02% -13 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,839 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,836 shares; 2025Q3: 6,825 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares 6,794 $1.43M 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,359 shares; 2025Q1: 7,317 shares; 2025Q2: 86,443 shares; 2025Q3: 11,104 shares; 2025Q4: 8,297 shares; 2026Q1: 7,789 shares 7,789 $1.41M 0.02% -508 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 49,065 shares; 2025Q1: 49,334 shares; 2025Q2: 49,720 shares; 2025Q3: 49,382 shares; 2025Q4: 50,512 shares; 2026Q1: 42,987 shares 42,987 $1.41M 0.02% -7,525 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,990 shares; 2026Q1: 30,187 shares 30,187 $1.39M 0.02% +1,197 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,917 shares; 2024Q4: 22,212 shares; 2025Q1: 22,933 shares; 2025Q2: 23,219 shares; 2025Q3: 23,170 shares; 2025Q4: 23,295 shares; 2026Q1: 23,659 shares 23,659 $1.39M 0.02% +364 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 9,655 shares; 2025Q1: 9,849 shares; 2025Q2: 33,874 shares; 2025Q3: 33,858 shares; 2025Q4: 33,848 shares; 2026Q1: 33,293 shares 33,293 $1.37M 0.02% -555 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,155 shares; 2024Q4: 42,073 shares; 2025Q1: 42,683 shares; 2025Q2: 42,568 shares; 2025Q3: 39,335 shares; 2025Q4: 39,691 shares; 2026Q1: 39,128 shares 39,128 $1.37M 0.02% -563 Timeline HYG 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: 15,774 shares; 2024Q4: 20,149 shares; 2025Q1: 21,874 shares; 2025Q2: 17,946 shares; 2025Q3: 25,439 shares; 2025Q4: 26,979 shares; 2026Q1: 17,024 shares 17,024 $1.37M 0.02% -9,955 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,479 shares; 2024Q4: 18,165 shares; 2025Q1: 13,041 shares; 2025Q2: 7,215 shares; 2025Q3: 7,171 shares; 2025Q4: 6,281 shares; 2026Q1: 3,766 shares 3,766 $1.37M 0.02% -2,515 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: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,529 shares; 2025Q2: 4,566 shares; 2025Q3: 4,530 shares; 2025Q4: 4,525 shares; 2026Q1: 4,476 shares 4,476 $1.35M 0.02% -49 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,580 shares; 2024Q4: 11,039 shares; 2025Q1: 11,840 shares; 2025Q2: 15,381 shares; 2025Q3: 12,004 shares; 2025Q4: 11,934 shares; 2026Q1: 14,709 shares 14,709 $1.34M 0.02% +2,775 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,656 shares; 2025Q1: 2,639 shares; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares; 2026Q1: 2,701 shares 2,701 $1.34M 0.02% +112 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 16,000 shares; 2025Q3: not reported; 2025Q4: 4,544 shares; 2026Q1: 17,774 shares 17,774 $1.34M 0.02% +13,230 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: not reported; 2025Q3: 5,801 shares; 2025Q4: 6,252 shares; 2026Q1: 7,334 shares 7,334 $1.32M 0.02% +1,082 Timeline BP BP PLC More: the full row for BP 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: 27,742 shares; 2025Q3: 27,740 shares; 2025Q4: 27,789 shares; 2026Q1: 28,070 shares 28,070 $1.32M 0.02% +281 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,129 shares; 2025Q3: 5,382 shares; 2025Q4: 5,631 shares; 2026Q1: 5,617 shares 5,617 $1.31M 0.02% -14 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 4,620 shares; 2025Q3: 4,864 shares; 2025Q4: 5,018 shares; 2026Q1: 7,943 shares 7,943 $1.31M 0.02% +2,925 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: 8,022 shares; 2024Q4: 54,408 shares; 2025Q1: 8,052 shares; 2025Q2: 3,027 shares; 2025Q3: 8,077 shares; 2025Q4: 9,644 shares; 2026Q1: 10,263 shares 10,263 $1.29M 0.02% +619 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,072 shares; 2025Q3: 19,104 shares; 2025Q4: 19,145 shares; 2026Q1: 19,014 shares 19,014 $1.29M 0.02% -131 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,023 shares; 2024Q4: 17,871 shares; 2025Q1: 17,687 shares; 2025Q2: 17,933 shares; 2025Q3: 18,490 shares; 2025Q4: 19,453 shares; 2026Q1: 12,130 shares 12,130 $1.29M 0.02% -7,323 Timeline EWX 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: 8,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,971 shares; 2025Q3: 12,060 shares; 2025Q4: 11,152 shares; 2026Q1: 17,570 shares 17,570 $1.29M 0.02% +6,418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,527 shares 20,527 $1.28M 0.02% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,507 shares; 2025Q1: 36,345 shares; 2025Q2: 57,588 shares; 2025Q3: 57,232 shares; 2025Q4: 57,733 shares; 2026Q1: 59,272 shares 59,272 $1.28M 0.02% +1,539 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 11,669 shares; 2025Q3: 9,972 shares; 2025Q4: 10,406 shares; 2026Q1: 10,362 shares 10,362 $1.28M 0.02% -44 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 3,241 shares; 2025Q4: 3,335 shares; 2026Q1: 3,150 shares 3,150 $1.28M 0.02% -185 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 4,936 shares; 2025Q3: 5,995 shares; 2025Q4: 7,340 shares; 2026Q1: 7,333 shares 7,333 $1.26M 0.02% -7 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE 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: 5,751 shares; 2025Q3: 5,702 shares; 2025Q4: 7,209 shares; 2026Q1: 6,412 shares 6,412 $1.25M 0.02% -797 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,636 shares; 2024Q4: 29,369 shares; 2025Q1: 29,160 shares; 2025Q2: 18,888 shares; 2025Q3: 18,533 shares; 2025Q4: 18,649 shares; 2026Q1: 27,239 shares 27,239 $1.25M 0.02% +8,590 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,204 shares; 2025Q3: 21,081 shares; 2025Q4: 18,579 shares; 2026Q1: 16,426 shares 16,426 $1.24M 0.02% -2,153 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 79,197 shares; 2025Q3: 65,243 shares; 2025Q4: 59,527 shares; 2026Q1: 70,098 shares 70,098 $1.23M 0.02% +10,571 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 54,533 shares; 2026Q1: 58,139 shares 58,139 $1.22M 0.02% +3,606 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: 20,160 shares; 2024Q4: 19,660 shares; 2025Q1: 20,499 shares; 2025Q2: 22,830 shares; 2025Q3: 23,186 shares; 2025Q4: 21,550 shares; 2026Q1: 21,430 shares 21,430 $1.22M 0.02% -120 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 9,048 shares; 2025Q3: 9,150 shares; 2025Q4: 8,113 shares; 2026Q1: 25,081 shares 25,081 $1.22M 0.02% +16,968 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: not reported; 2024Q4: 26,816 shares; 2025Q1: 33,492 shares; 2025Q2: 46,095 shares; 2025Q3: 46,096 shares; 2025Q4: 46,777 shares; 2026Q1: 48,545 shares 48,545 $1.21M 0.02% +1,768 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,208 shares; 2024Q4: 21,684 shares; 2025Q1: 21,930 shares; 2025Q2: 22,267 shares; 2025Q3: 22,068 shares; 2025Q4: 20,901 shares; 2026Q1: 22,795 shares 22,795 $1.21M 0.02% +1,894 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,460 shares; 2025Q2: 9,953 shares; 2025Q3: 9,958 shares; 2025Q4: 10,001 shares; 2026Q1: 7,779 shares 7,779 $1.2M 0.02% -2,222 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: 22,330 shares; 2024Q4: 34,085 shares; 2025Q1: 6,302 shares; 2025Q2: 14,758 shares; 2025Q3: 5,490 shares; 2025Q4: 30,476 shares; 2026Q1: 13,784 shares 13,784 $1.18M 0.02% -16,692 Timeline NOV NOV INC More: the full row for NOV 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: 55,082 shares; 2026Q1: 57,363 shares 57,363 $1.17M 0.02% +2,281 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,945 shares; 2024Q4: 26,442 shares; 2025Q1: 26,166 shares; 2025Q2: 16,305 shares; 2025Q3: 16,120 shares; 2025Q4: 15,013 shares; 2026Q1: 14,799 shares 14,799 $1.17M 0.02% -214 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: 5,251 shares; 2024Q4: 5,249 shares; 2025Q1: 5,281 shares; 2025Q2: 9,686 shares; 2025Q3: 9,676 shares; 2025Q4: 8,603 shares; 2026Q1: 8,623 shares 8,623 $1.17M 0.02% +20 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,195 shares; 2024Q4: 25,368 shares; 2025Q1: 26,472 shares; 2025Q2: 27,418 shares; 2025Q3: 27,703 shares; 2025Q4: 13,123 shares; 2026Q1: 13,289 shares 13,289 $1.16M 0.02% +166 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,193 shares; 2024Q4: 13,326 shares; 2025Q1: 14,261 shares; 2025Q2: 14,123 shares; 2025Q3: 13,843 shares; 2025Q4: 13,960 shares; 2026Q1: 14,036 shares 14,036 $1.15M 0.02% +76 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,973 shares; 2025Q3: 29,923 shares; 2025Q4: 29,484 shares; 2026Q1: 29,484 shares 29,484 $1.15M 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,605 shares; 2025Q4: 14,788 shares; 2026Q1: 16,381 shares 16,381 $1.14M 0.02% +1,593 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: 31,294 shares; 2025Q1: 29,259 shares; 2025Q2: 33,796 shares; 2025Q3: not reported; 2025Q4: 43,608 shares; 2026Q1: 46,268 shares 46,268 $1.14M 0.02% +2,660 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,879 shares; 2025Q3: 22,424 shares; 2025Q4: 23,854 shares; 2026Q1: 24,699 shares 24,699 $1.13M 0.02% +845 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 22,268 shares; 2025Q1: 23,579 shares; 2025Q2: 30,115 shares; 2025Q3: 30,236 shares; 2025Q4: 30,529 shares; 2026Q1: 29,576 shares 29,576 $1.11M 0.02% -953 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,421 shares; 2024Q4: 12,149 shares; 2025Q1: 10,297 shares; 2025Q2: 9,589 shares; 2025Q3: 4,308 shares; 2025Q4: 3,651 shares; 2026Q1: 3,523 shares 3,523 $1.1M 0.02% -128 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 3,108 shares; 2025Q3: 2,466 shares; 2025Q4: 1,875 shares; 2026Q1: 3,949 shares 3,949 $1.09M 0.02% +2,074 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,202 shares; 2025Q1: 11,446 shares; 2025Q2: 11,547 shares; 2025Q3: 11,511 shares; 2025Q4: 11,679 shares; 2026Q1: 11,208 shares 11,208 $1.08M 0.02% -471 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: 37,924 shares; 2024Q4: 37,446 shares; 2025Q1: 11,626 shares; 2025Q2: 10,981 shares; 2025Q3: 10,886 shares; 2025Q4: 10,028 shares; 2026Q1: 21,191 shares 21,191 $1.08M 0.02% +11,163 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: 14,812 shares; 2024Q4: 17,337 shares; 2025Q1: 20,915 shares; 2025Q2: 31,380 shares; 2025Q3: 33,232 shares; 2025Q4: 22,683 shares; 2026Q1: 18,155 shares 18,155 $1.05M 0.02% -4,528 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: 7,442 shares; 2024Q4: 7,541 shares; 2025Q1: 7,835 shares; 2025Q2: 7,921 shares; 2025Q3: 7,940 shares; 2025Q4: 8,021 shares; 2026Q1: 13,196 shares 13,196 $1.04M 0.02% +5,175 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,968 shares; 2025Q1: 9,564 shares; 2025Q2: 10,083 shares; 2025Q3: 10,132 shares; 2025Q4: 10,225 shares; 2026Q1: 10,289 shares 10,289 $1.03M 0.02% +64 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 4,563 shares; 2025Q4: 6,514 shares; 2026Q1: 7,801 shares 7,801 $1.03M 0.02% +1,287 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 8,874 shares; 2025Q1: 3,410 shares; 2025Q2: 2,464 shares; 2025Q3: 2,510 shares; 2025Q4: 2,419 shares; 2026Q1: 2,131 shares 2,131 $1.03M 0.02% -288 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 11,018 shares; 2025Q1: 11,018 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares 11,787 $1.02M 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 8,137 shares; 2025Q1: 3,368 shares; 2025Q2: 3,085 shares; 2025Q3: 2,934 shares; 2025Q4: 2,932 shares; 2026Q1: 2,942 shares 2,942 $1.02M 0.02% +10 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,826 shares; 2024Q4: 185,750 shares; 2025Q1: 131,828 shares; 2025Q2: 126,453 shares; 2025Q3: 122,933 shares; 2025Q4: 116,080 shares; 2026Q1: 12,460 shares 12,460 $1.02M 0.02% -103,620 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 12,279 shares; 2025Q1: 14,104 shares; 2025Q2: 14,164 shares; 2025Q3: 14,394 shares; 2025Q4: 14,343 shares; 2026Q1: 14,572 shares 14,572 $1M 0.02% +229 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,664 shares; 2025Q2: 47,041 shares; 2025Q3: 46,993 shares; 2025Q4: 45,353 shares; 2026Q1: 23,529 shares 23,529 $996K 0.02% -21,824 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,143 shares; 2024Q4: 14,098 shares; 2025Q1: 13,798 shares; 2025Q2: 32,489 shares; 2025Q3: 27,029 shares; 2025Q4: 26,429 shares; 2026Q1: 25,904 shares 25,904 $990K 0.02% -525 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,493 shares; 2024Q4: 6,312 shares; 2025Q1: 6,375 shares; 2025Q2: 8,271 shares; 2025Q3: 8,262 shares; 2025Q4: 8,422 shares; 2026Q1: 12,212 shares 12,212 $982K 0.02% +3,790 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,333 shares; 2024Q4: 31,353 shares; 2025Q1: 34,543 shares; 2025Q2: 27,288 shares; 2025Q3: 27,288 shares; 2025Q4: 27,288 shares; 2026Q1: 27,288 shares 27,288 $974K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 15,646 shares; 2025Q1: 15,738 shares; 2025Q2: 13,720 shares; 2025Q3: 7,310 shares; 2025Q4: 5,848 shares; 2026Q1: 4,742 shares 4,742 $972K 0.02% -1,106 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,173 shares; 2025Q1: 21,076 shares; 2025Q2: 30,693 shares; 2025Q3: 26,849 shares; 2025Q4: 22,454 shares; 2026Q1: 24,829 shares 24,829 $970K 0.02% +2,375 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 5,488 shares; 2025Q3: 5,527 shares; 2025Q4: 5,113 shares; 2026Q1: 5,631 shares 5,631 $966K 0.02% +518 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: 19,536 shares; 2024Q4: 14,393 shares; 2025Q1: 11,622 shares; 2025Q2: 16,030 shares; 2025Q3: 15,427 shares; 2025Q4: 13,585 shares; 2026Q1: 12,563 shares 12,563 $957K 0.02% -1,022 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 51,688 shares; 2025Q1: 43,295 shares; 2025Q2: 43,037 shares; 2025Q3: 43,815 shares; 2025Q4: 43,958 shares; 2026Q1: 47,381 shares 47,381 $952K 0.02% +3,423 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM 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: 2,561 shares; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 5,516 shares 5,516 $940K 0.02% +2,966 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,775 shares; 2025Q1: 3,856 shares; 2025Q2: 2,246 shares; 2025Q3: 1,982 shares; 2025Q4: 1,884 shares; 2026Q1: 1,844 shares 1,844 $937K 0.02% -40 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,633 shares; 2024Q4: 30,041 shares; 2025Q1: 30,155 shares; 2025Q2: 28,692 shares; 2025Q3: 28,613 shares; 2025Q4: 28,996 shares; 2026Q1: 27,836 shares 27,836 $926K 0.02% -1,160 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,514 shares 15,514 $917K 0.02% new Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,195 shares; 2024Q4: 194,280 shares; 2025Q1: 206,318 shares; 2025Q2: 56,970 shares; 2025Q3: 28,683 shares; 2025Q4: 17,615 shares; 2026Q1: 21,374 shares 21,374 $902K 0.02% +3,759 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,453 shares; 2025Q1: 20,852 shares; 2025Q2: 56,327 shares; 2025Q3: 30,071 shares; 2025Q4: 15,236 shares; 2026Q1: 22,136 shares 22,136 $898K 0.02% +6,900 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,649 shares; 2025Q2: 4,254 shares; 2025Q3: 4,311 shares; 2025Q4: 4,349 shares; 2026Q1: 4,421 shares 4,421 $898K 0.02% +72 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,854 shares; 2025Q1: 7,148 shares; 2025Q2: 8,035 shares; 2025Q3: 8,031 shares; 2025Q4: 8,014 shares; 2026Q1: 8,025 shares 8,025 $897K 0.02% +11 Timeline VPU 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: 4,064 shares; 2024Q4: 4,464 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares; 2026Q1: 4,432 shares 4,432 $897K 0.02% -10 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: 5,812 shares; 2024Q4: 5,744 shares; 2025Q1: 5,593 shares; 2025Q2: 5,751 shares; 2025Q3: 4,292 shares; 2025Q4: 4,128 shares; 2026Q1: 1,995 shares 1,995 $875K 0.02% -2,133 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 25,178 shares; 2025Q4: 26,480 shares; 2026Q1: 16,521 shares 16,521 $866K 0.02% -9,959 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 612 shares; 2025Q3: 665 shares; 2025Q4: 656 shares; 2026Q1: 596 shares 596 $856K 0.01% -60 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI 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: not reported; 2026Q1: 69,566 shares 69,566 $850K 0.01% new Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY 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: 37,407 shares; 2025Q3: 37,982 shares; 2025Q4: 39,118 shares; 2026Q1: 63,124 shares 63,124 $849K 0.01% +24,006 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,353 shares; 2025Q1: 3,223 shares; 2025Q2: 6,099 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares; 2026Q1: 5,645 shares 5,645 $849K 0.01% -228 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 5,780 shares; 2025Q1: 6,782 shares; 2025Q2: 9,297 shares; 2025Q3: 10,721 shares; 2025Q4: 10,558 shares; 2026Q1: 11,205 shares 11,205 $839K 0.01% +647 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: 18,569 shares; 2024Q4: 17,094 shares; 2025Q1: 17,832 shares; 2025Q2: 17,890 shares; 2025Q3: 17,798 shares; 2025Q4: 11,232 shares; 2026Q1: 7,238 shares 7,238 $834K 0.01% -3,994 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 3,331 shares; 2025Q3: 3,292 shares; 2025Q4: 11,815 shares; 2026Q1: 10,105 shares 10,105 $833K 0.01% -1,710 Timeline SPYD 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: 17,677 shares; 2024Q4: 17,677 shares; 2025Q1: 17,677 shares; 2025Q2: 17,677 shares; 2025Q3: 17,677 shares; 2025Q4: 17,677 shares; 2026Q1: 17,677 shares 17,677 $832K 0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,700 shares 20,700 $826K 0.01% +700 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,826 shares; 2025Q1: 6,070 shares; 2025Q2: 3,902 shares; 2025Q3: 4,121 shares; 2025Q4: 13,087 shares; 2026Q1: 6,322 shares 6,322 $814K 0.01% -6,765 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: 10,627 shares; 2024Q4: 10,096 shares; 2025Q1: 8,513 shares; 2025Q2: 3,545 shares; 2025Q3: 3,222 shares; 2025Q4: 3,209 shares; 2026Q1: 2,504 shares 2,504 $811K 0.01% -705 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: 9,761 shares; 2024Q4: 9,861 shares; 2025Q1: 9,884 shares; 2025Q2: 9,931 shares; 2025Q3: 9,911 shares; 2025Q4: 10,037 shares; 2026Q1: 9,479 shares 9,479 $808K 0.01% -558 Timeline EMLC 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: 60,761 shares; 2024Q4: 86,877 shares; 2025Q1: 25,944 shares; 2025Q2: 109,141 shares; 2025Q3: 74,624 shares; 2025Q4: 71,177 shares; 2026Q1: 31,409 shares 31,409 $803K 0.01% -39,768 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,471 shares; 2025Q1: 2,742 shares; 2025Q2: 2,722 shares; 2025Q3: 2,714 shares; 2025Q4: 2,714 shares; 2026Q1: 2,685 shares 2,685 $792K 0.01% -29 Timeline FXH 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $791K 0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,957 shares; 2025Q1: 11,040 shares; 2025Q2: 16,907 shares; 2025Q3: 16,895 shares; 2025Q4: 17,050 shares; 2026Q1: 17,776 shares 17,776 $790K 0.01% +726 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 9,400 shares; 2025Q1: 9,469 shares; 2025Q2: 9,386 shares; 2025Q3: 21,142 shares; 2025Q4: 20,441 shares; 2026Q1: 20,463 shares 20,463 $789K 0.01% +22 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,277 shares; 2026Q1: 24,277 shares 24,277 $788K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,017 shares; 2025Q3: 12,526 shares; 2025Q4: 15,362 shares; 2026Q1: 15,008 shares 15,008 $785K 0.01% -354 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 6,050 shares; 2025Q1: 4,559 shares; 2025Q2: 3,640 shares; 2025Q3: 3,434 shares; 2025Q4: 2,969 shares; 2026Q1: 2,893 shares 2,893 $767K 0.01% -76 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,598 shares; 2025Q1: 1,730 shares; 2025Q2: 1,804 shares; 2025Q3: not reported; 2025Q4: 1,994 shares; 2026Q1: 4,394 shares 4,394 $766K 0.01% +2,400 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 5,196 shares; 2025Q1: 5,368 shares; 2025Q2: 8,654 shares; 2025Q3: 8,827 shares; 2025Q4: 8,459 shares; 2026Q1: 8,318 shares 8,318 $762K 0.01% -141 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,830 shares 9,830 $757K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,297 shares; 2026Q1: 100,479 shares 100,479 $757K 0.01% +5,182 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,838 shares; 2025Q1: 5,907 shares; 2025Q2: 5,258 shares; 2025Q3: 5,239 shares; 2025Q4: 5,237 shares; 2026Q1: 5,167 shares 5,167 $753K 0.01% -70 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 22,286 shares; 2025Q4: 23,327 shares; 2026Q1: 32,950 shares 32,950 $747K 0.01% +9,623 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,017 shares; 2026Q1: 22,141 shares 22,141 $747K 0.01% +6,124 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,166 shares; 2025Q1: 14,822 shares; 2025Q2: 25,929 shares; 2025Q3: 33,701 shares; 2025Q4: 34,211 shares; 2026Q1: 33,072 shares 33,072 $744K 0.01% -1,139 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,966 shares; 2025Q1: 3,403 shares; 2025Q2: 4,999 shares; 2025Q3: 5,048 shares; 2025Q4: 5,143 shares; 2026Q1: 8,955 shares 8,955 $733K 0.01% +3,812 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,928 shares; 2024Q4: 38,322 shares; 2025Q1: 38,847 shares; 2025Q2: 38,285 shares; 2025Q3: 32,656 shares; 2025Q4: 32,948 shares; 2026Q1: 25,929 shares 25,929 $729K 0.01% -7,019 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 10,652 shares; 2025Q1: 10,771 shares; 2025Q2: 5,480 shares; 2025Q3: 5,357 shares; 2025Q4: 5,424 shares; 2026Q1: 10,900 shares 10,900 $729K 0.01% +5,476 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,803 shares; 2025Q1: 6,017 shares; 2025Q2: 18,686 shares; 2025Q3: 18,757 shares; 2025Q4: 18,966 shares; 2026Q1: 19,944 shares 19,944 $729K 0.01% +978 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 6,902 shares; 2025Q4: 7,270 shares; 2026Q1: 6,886 shares 6,886 $723K 0.01% -384 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 11,375 shares; 2025Q1: 11,654 shares; 2025Q2: 15,435 shares; 2025Q3: 18,368 shares; 2025Q4: 16,865 shares; 2026Q1: 17,667 shares 17,667 $721K 0.01% +802 Timeline IJT 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: 3,844 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 3,854 shares; 2025Q4: 3,996 shares; 2026Q1: 4,479 shares 4,479 $718K 0.01% +483 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,565 shares; 2025Q1: 6,493 shares; 2025Q2: 7,355 shares; 2025Q3: 7,171 shares; 2025Q4: 7,093 shares; 2026Q1: 6,913 shares 6,913 $716K 0.01% -180 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: 3,826 shares; 2024Q4: 3,893 shares; 2025Q1: 1,884 shares; 2025Q2: 2,343 shares; 2025Q3: 2,352 shares; 2025Q4: 2,342 shares; 2026Q1: 2,185 shares 2,185 $714K 0.01% -157 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,914 shares; 2025Q1: 23,310 shares; 2025Q2: 31,754 shares; 2025Q3: 34,121 shares; 2025Q4: 31,223 shares; 2026Q1: 33,293 shares 33,293 $708K 0.01% +2,070 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,774 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,774 shares; 2026Q1: 15,774 shares 15,774 $706K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 1,923 shares 1,923 $703K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,186 shares; 2026Q1: 12,103 shares 12,103 $701K 0.01% +6,917 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: 2,704 shares; 2024Q4: 2,946 shares; 2025Q1: 2,404 shares; 2025Q2: 1,501 shares; 2025Q3: 1,494 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares 1,488 $700K 0.01% 0 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND 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: 217,347 shares; 2025Q3: 217,347 shares; 2025Q4: 217,347 shares; 2026Q1: 217,347 shares 217,347 $698K 0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 10,942 shares; 2025Q4: 9,962 shares; 2026Q1: 11,339 shares 11,339 $689K 0.01% +1,377 Timeline SITM SITIME CORP More: the full row for SITIME 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: 1,286 shares; 2025Q3: 1,299 shares; 2025Q4: 1,325 shares; 2026Q1: 1,225 shares 1,225 $689K 0.01% -100 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,095 shares; 2025Q4: 5,184 shares; 2026Q1: 4,995 shares 4,995 $687K 0.01% -189 Timeline