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Hills Bank & Trust Co

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13F filer, CIK 1309148, North Liberty, IA

Hills Bank & Trust Co reported $2,068,702,051 across 355 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 50.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001309148-26-000011

Period
2026-03-31
Reported value
$2.07B
Holdings
355
Top 10 weight
50.29%
New
29
Sold out
14

Part of the filer group Hills Bank & Trust Co

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+3,136,385$240M
AVLCadded+1,174,298$91.1M
GIIadded+388,908$29.6M
FTRBadded+204,550$5.14M
DFICadded+109,411$3.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYVreduced-352,085-$19.9M
SPYreduced-2,873-$1.87M
GUNRreduced-31,655-$1.75M
MSFTreduced-3,663-$1.36M
MDYreduced-2,176-$1.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001309148-26-000011, largest first. % of portfolio is the value over $2,068,702,051, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,108 shares; 2024Q4: 85,617 shares; 2025Q1: 156,714 shares; 2025Q2: 280,211 shares; 2025Q3: 355,489 shares; 2025Q4: 410,873 shares; 2026Q1: 3,547,258 shares 3,547,258$272M13.12%+3,136,385Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,967 shares; 2024Q4: 896,241 shares; 2025Q1: 1,913,658 shares; 2025Q2: 2,040,018 shares; 2025Q3: 2,203,893 shares; 2025Q4: 2,226,081 shares; 2026Q1: 2,247,545 shares 2,247,545$144M6.96%+21,464Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,995 shares; 2024Q4: 219,634 shares; 2025Q1: 218,228 shares; 2025Q2: 217,773 shares; 2025Q3: 215,873 shares; 2025Q4: 214,243 shares; 2026Q1: 211,370 shares 211,370$137M6.64%-2,873Timeline
AVLCAMERICAN CENTY ETF TRQuarterly 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: 14,479 shares; 2026Q1: 1,188,777 shares 1,188,777$92.2M4.46%+1,174,298Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,324 shares; 2024Q4: 570,208 shares; 2025Q1: 608,348 shares; 2025Q2: 1,195,251 shares; 2025Q3: 1,255,132 shares; 2025Q4: 1,278,725 shares; 2026Q1: 1,293,637 shares 1,293,637$76.6M3.7%+14,912Timeline
FTRBFEDERATED HERMES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514,055 shares; 2024Q4: 1,809,731 shares; 2025Q1: 1,964,479 shares; 2025Q2: 2,307,838 shares; 2025Q3: 2,530,627 shares; 2025Q4: 2,638,018 shares; 2026Q1: 2,842,568 shares 2,842,568$71.5M3.46%+204,550Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,979 shares; 2024Q4: 120,611 shares; 2025Q1: 120,356 shares; 2025Q2: 119,169 shares; 2025Q3: 119,611 shares; 2025Q4: 117,586 shares; 2026Q1: 115,410 shares 115,410$71.2M3.44%-2,176Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,727 shares; 2024Q4: 341,330 shares; 2025Q1: 897,363 shares; 2025Q2: 972,070 shares; 2025Q3: 1,065,047 shares; 2025Q4: 1,083,679 shares; 2026Q1: 1,124,915 shares 1,124,915$60.8M2.94%+41,236Timeline
GIISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,510 shares; 2024Q4: 231,164 shares; 2025Q1: 242,452 shares; 2025Q2: 257,006 shares; 2025Q3: 353,472 shares; 2025Q4: 373,381 shares; 2026Q1: 762,289 shares 762,289$57.9M2.8%+388,908Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559,196 shares; 2024Q4: 2,647,734 shares; 2025Q1: 2,703,849 shares; 2025Q2: 2,711,978 shares; 2025Q3: 2,805,426 shares; 2025Q4: 2,823,812 shares; 2026Q1: 2,922,854 shares 2,922,854$57.1M2.76%+99,042Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338,825 shares; 2024Q4: 2,354,624 shares; 2025Q1: 2,409,045 shares; 2025Q2: 2,415,100 shares; 2025Q3: 2,502,599 shares; 2025Q4: 2,527,006 shares; 2026Q1: 2,649,128 shares 2,649,128$52M2.51%+122,122Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223,070 shares; 2024Q4: 2,248,990 shares; 2025Q1: 2,286,974 shares; 2025Q2: 2,289,871 shares; 2025Q3: 2,361,679 shares; 2025Q4: 2,386,712 shares; 2026Q1: 2,480,768 shares 2,480,768$50.7M2.45%+94,056Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828,201 shares; 2024Q4: 2,012,301 shares; 2025Q1: 2,085,408 shares; 2025Q2: 2,143,374 shares; 2025Q3: 2,256,782 shares; 2025Q4: 2,326,988 shares; 2026Q1: 2,452,536 shares 2,452,536$45.8M2.21%+125,548Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 1,698,495 shares; 2025Q1: 2,012,733 shares; 2025Q2: 2,140,405 shares; 2025Q3: 2,373,130 shares; 2025Q4: 2,485,698 shares; 2026Q1: 2,621,207 shares 2,621,207$43.8M2.12%+135,509Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,047 shares; 2025Q3: 1,981,503 shares; 2025Q4: 2,389,461 shares; 2026Q1: 2,624,341 shares 2,624,341$43.2M2.09%+234,880Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,059 shares; 2024Q4: 245,649 shares; 2025Q1: 244,567 shares; 2025Q2: 240,622 shares; 2025Q3: 235,455 shares; 2025Q4: 232,454 shares; 2026Q1: 226,736 shares 226,736$39.5M1.91%-5,718Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,116 shares; 2024Q4: 124,922 shares; 2025Q1: 124,137 shares; 2025Q2: 122,729 shares; 2025Q3: 119,839 shares; 2025Q4: 117,883 shares; 2026Q1: 114,921 shares 114,921$33M1.59%-2,962Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,155 shares; 2024Q4: 132,071 shares; 2025Q1: 130,562 shares; 2025Q2: 129,566 shares; 2025Q3: 127,979 shares; 2025Q4: 127,964 shares; 2026Q1: 128,289 shares 128,289$32.6M1.57%+325Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,117 shares; 2024Q4: 635,389 shares; 2025Q1: 621,551 shares; 2025Q2: 542,269 shares; 2025Q3: 547,226 shares; 2025Q4: 543,984 shares; 2026Q1: 512,329 shares 512,329$28.3M1.37%-31,655Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,239 shares; 2024Q4: 324,296 shares; 2025Q1: 334,617 shares; 2025Q2: 344,181 shares; 2025Q3: 355,740 shares; 2025Q4: 352,268 shares; 2026Q1: 360,158 shares 360,158$26.5M1.28%+7,890Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,386 shares; 2024Q4: 77,473 shares; 2025Q1: 76,269 shares; 2025Q2: 75,469 shares; 2025Q3: 74,129 shares; 2025Q4: 74,302 shares; 2026Q1: 70,639 shares 70,639$26.1M1.26%-3,663Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,076 shares; 2024Q4: 266,449 shares; 2025Q1: 291,867 shares; 2025Q2: 328,375 shares; 2025Q3: 372,800 shares; 2025Q4: 388,022 shares; 2026Q1: 417,820 shares 417,820$20M0.97%+29,798Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,933 shares; 2025Q2: 180,031 shares; 2025Q3: 286,098 shares; 2025Q4: 350,678 shares; 2026Q1: 460,089 shares 460,089$16.3M0.79%+109,411Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 58,702 shares; 2025Q1: 58,195 shares; 2025Q2: 57,794 shares; 2025Q3: 57,074 shares; 2025Q4: 55,773 shares; 2026Q1: 53,781 shares 53,781$15.8M0.76%-1,992Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,407 shares; 2024Q4: 172,057 shares; 2025Q1: 171,446 shares; 2025Q2: 173,260 shares; 2025Q3: 173,155 shares; 2025Q4: 160,540 shares; 2026Q1: 161,982 shares 161,982$15.7M0.76%+1,442Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,403 shares; 2024Q4: 189,974 shares; 2025Q1: 186,998 shares; 2025Q2: 367,529 shares; 2025Q3: 360,154 shares; 2025Q4: 353,234 shares; 2026Q1: 337,690 shares 337,690$15.7M0.76%-15,544Timeline
BSMTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,065 shares; 2024Q4: 309,350 shares; 2025Q1: 320,730 shares; 2025Q2: 610,608 shares; 2025Q3: 571,429 shares; 2025Q4: 633,116 shares; 2026Q1: 659,279 shares 659,279$15.2M0.73%+26,163Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,084 shares; 2024Q4: 114,383 shares; 2025Q1: 118,105 shares; 2025Q2: 115,977 shares; 2025Q3: 108,107 shares; 2025Q4: 106,461 shares; 2026Q1: 104,803 shares 104,803$15.1M0.73%-1,658Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,716 shares; 2024Q4: 239,185 shares; 2025Q1: 325,004 shares; 2025Q2: 475,061 shares; 2025Q3: 584,785 shares; 2025Q4: 600,786 shares; 2026Q1: 248,701 shares 248,701$14.1M0.68%-352,085Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,286 shares; 2024Q4: 67,206 shares; 2025Q1: 67,589 shares; 2025Q2: 69,449 shares; 2025Q3: 68,996 shares; 2025Q4: 68,883 shares; 2026Q1: 65,894 shares 65,894$13.7M0.66%-2,989Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,241 shares; 2024Q4: 337,256 shares; 2025Q1: 339,113 shares; 2025Q2: 399,047 shares; 2025Q3: 399,613 shares; 2025Q4: 436,605 shares; 2026Q1: 443,458 shares 443,458$11.3M0.55%+6,853Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,489 shares; 2024Q4: 328,783 shares; 2025Q1: 330,765 shares; 2025Q2: 382,180 shares; 2025Q3: 384,643 shares; 2025Q4: 391,299 shares; 2026Q1: 397,905 shares 397,905$10.2M0.49%+6,606Timeline
BSMUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,694 shares; 2024Q4: 327,128 shares; 2025Q1: 340,704 shares; 2025Q2: 117,881 shares; 2025Q3: 244,626 shares; 2025Q4: 432,344 shares; 2026Q1: 460,879 shares 460,879$10.1M0.49%+28,535Timeline
BSMVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,511 shares; 2025Q3: 128,922 shares; 2025Q4: 441,580 shares; 2026Q1: 479,643 shares 479,643$10M0.48%+38,063Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,484 shares; 2024Q4: 324,032 shares; 2025Q1: 325,445 shares; 2025Q2: 383,212 shares; 2025Q3: 382,065 shares; 2025Q4: 390,744 shares; 2026Q1: 390,183 shares 390,183$10M0.48%-561Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,553 shares; 2024Q4: 32,401 shares; 2025Q1: 31,952 shares; 2025Q2: 31,150 shares; 2025Q3: 30,792 shares; 2025Q4: 30,376 shares; 2026Q1: 29,707 shares 29,707$9.77M0.47%-669Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,870 shares; 2024Q4: 31,723 shares; 2025Q1: 31,193 shares; 2025Q2: 33,146 shares; 2025Q3: 33,738 shares; 2025Q4: 34,098 shares; 2026Q1: 33,869 shares 33,869$8.28M0.4%-229Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 8,829 shares; 2025Q1: 8,945 shares; 2025Q2: 8,942 shares; 2025Q3: 8,838 shares; 2025Q4: 8,491 shares; 2026Q1: 8,045 shares 8,045$8.02M0.39%-446Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,345 shares; 2024Q4: 17,380 shares; 2025Q1: 17,538 shares; 2025Q2: 17,522 shares; 2025Q3: 17,492 shares; 2025Q4: 17,104 shares; 2026Q1: 15,947 shares 15,947$7.97M0.39%-1,157Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,400 shares; 2024Q4: 55,026 shares; 2025Q1: 54,030 shares; 2025Q2: 52,841 shares; 2025Q3: 51,941 shares; 2025Q4: 49,817 shares; 2026Q1: 47,757 shares 47,757$7.51M0.36%-2,060Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 13,439 shares; 2025Q1: 13,526 shares; 2025Q2: 13,713 shares; 2025Q3: 13,490 shares; 2025Q4: 13,466 shares; 2026Q1: 12,974 shares 12,974$7.42M0.36%-492Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,211 shares; 2024Q4: 44,890 shares; 2025Q1: 45,880 shares; 2025Q2: 44,353 shares; 2025Q3: 43,958 shares; 2025Q4: 43,935 shares; 2026Q1: 43,231 shares 43,231$7.33M0.35%-704Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,520 shares; 2024Q4: 12,252 shares; 2025Q1: 12,513 shares; 2025Q2: 12,508 shares; 2025Q3: 12,246 shares; 2025Q4: 11,951 shares; 2026Q1: 11,735 shares 11,735$7.01M0.34%-216Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,576 shares; 2024Q4: 23,271 shares; 2025Q1: 23,091 shares; 2025Q2: 21,774 shares; 2025Q3: 20,868 shares; 2025Q4: 20,253 shares; 2026Q1: 20,027 shares 20,027$6.22M0.3%-226Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,146 shares; 2024Q4: 60,152 shares; 2025Q1: 59,322 shares; 2025Q2: 55,612 shares; 2025Q3: 51,040 shares; 2025Q4: 50,078 shares; 2026Q1: 49,963 shares 49,963$6.21M0.3%-115Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,324 shares; 2025Q1: 4,244 shares; 2025Q2: 4,201 shares; 2025Q3: 4,134 shares; 2025Q4: 4,052 shares; 2026Q1: 4,087 shares 4,087$6.02M0.29%+35Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,671 shares; 2024Q4: 25,605 shares; 2025Q1: 24,687 shares; 2025Q2: 24,007 shares; 2025Q3: 23,734 shares; 2025Q4: 23,462 shares; 2026Q1: 23,046 shares 23,046$6M0.29%-416Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,502 shares; 2024Q4: 42,765 shares; 2025Q1: 42,270 shares; 2025Q2: 41,287 shares; 2025Q3: 40,349 shares; 2025Q4: 39,222 shares; 2026Q1: 37,361 shares 37,361$5.99M0.29%-1,861Timeline
BSMSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 26,596 shares; 2025Q1: 42,347 shares; 2025Q2: 60,384 shares; 2025Q3: 182,242 shares; 2025Q4: 218,048 shares; 2026Q1: 246,890 shares 246,890$5.78M0.28%+28,842Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,399 shares; 2024Q4: 39,394 shares; 2025Q1: 39,494 shares; 2025Q2: 38,672 shares; 2025Q3: 38,267 shares; 2025Q4: 37,422 shares; 2026Q1: 35,416 shares 35,416$5.66M0.27%-2,006Timeline
BSMRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,121 shares; 2025Q1: 78,361 shares; 2025Q2: 78,411 shares; 2025Q3: 122,629 shares; 2025Q4: 206,566 shares; 2026Q1: 230,415 shares 230,415$5.45M0.26%+23,849Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,264 shares; 2025Q1: 11,230 shares; 2025Q2: 10,831 shares; 2025Q3: 10,737 shares; 2025Q4: 10,863 shares; 2026Q1: 10,747 shares 10,747$5.28M0.26%-116Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,368 shares; 2024Q4: 38,525 shares; 2025Q1: 38,983 shares; 2025Q2: 38,371 shares; 2025Q3: 37,177 shares; 2025Q4: 36,750 shares; 2026Q1: 35,000 shares 35,000$5.15M0.25%-1,750Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 44,147 shares; 2025Q1: 44,247 shares; 2025Q2: 50,244 shares; 2025Q3: 50,724 shares; 2025Q4: 71,979 shares; 2026Q1: 71,717 shares 71,717$5.15M0.25%-262Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 29,177 shares; 2025Q1: 29,207 shares; 2025Q2: 26,759 shares; 2025Q3: 24,039 shares; 2025Q4: 24,180 shares; 2026Q1: 23,327 shares 23,327$4.83M0.23%-853Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,692 shares; 2024Q4: 33,758 shares; 2025Q1: 33,179 shares; 2025Q2: 31,716 shares; 2025Q3: 30,453 shares; 2025Q4: 30,533 shares; 2026Q1: 30,057 shares 30,057$4.67M0.23%-476Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,182 shares; 2025Q1: 14,999 shares; 2025Q2: 14,548 shares; 2025Q3: 14,505 shares; 2025Q4: 14,388 shares; 2026Q1: 14,976 shares 14,976$4.53M0.22%+588Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 14,565 shares; 2025Q1: 14,402 shares; 2025Q2: 14,162 shares; 2025Q3: 13,649 shares; 2025Q4: 13,302 shares; 2026Q1: 13,516 shares 13,516$4.34M0.21%+214Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,596 shares; 2024Q4: 271,409 shares; 2025Q1: 299,190 shares; 2025Q2: 282,877 shares; 2025Q3: 135,634 shares; 2025Q4: 111,717 shares; 2026Q1: 88,661 shares 88,661$4.06M0.2%-23,056Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 7,291 shares; 2025Q1: 7,232 shares; 2025Q2: 7,122 shares; 2025Q3: 7,017 shares; 2025Q4: 7,204 shares; 2026Q1: 7,171 shares 7,171$4.04M0.2%-33Timeline
BSMQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 28,476 shares; 2025Q1: 75,628 shares; 2025Q2: 78,182 shares; 2025Q3: 123,942 shares; 2025Q4: 204,694 shares; 2026Q1: 168,625 shares 168,625$3.98M0.19%-36,069Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,909 shares; 2024Q4: 51,385 shares; 2025Q1: 50,894 shares; 2025Q2: 51,272 shares; 2025Q3: 51,736 shares; 2025Q4: 53,508 shares; 2026Q1: 50,838 shares 50,838$3.94M0.19%-2,670Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,142 shares; 2024Q4: 42,962 shares; 2025Q1: 42,680 shares; 2025Q2: 42,565 shares; 2025Q3: 42,609 shares; 2025Q4: 41,143 shares; 2026Q1: 35,816 shares 35,816$3.68M0.18%-5,327Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,336 shares; 2024Q4: 28,176 shares; 2025Q1: 26,455 shares; 2025Q2: 25,208 shares; 2025Q3: 23,500 shares; 2025Q4: 57,005 shares; 2026Q1: 73,250 shares 73,250$3.66M0.18%+16,245Timeline
CATXPERSPECTIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027,830 shares; 2024Q4: 1,027,830 shares; 2025Q1: 1,023,628 shares; 2025Q2: 984,200 shares; 2025Q3: 979,200 shares; 2025Q4: 938,200 shares; 2026Q1: 872,200 shares 872,200$3.64M0.18%-66,000Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$3.59M0.17%0Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,485 shares; 2025Q3: 44,956 shares; 2025Q4: 44,967 shares; 2026Q1: 44,967 shares 44,967$3.36M0.16%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,257 shares; 2024Q4: 55,259 shares; 2025Q1: 55,222 shares; 2025Q2: 53,697 shares; 2025Q3: 53,769 shares; 2025Q4: 50,787 shares; 2026Q1: 45,751 shares 45,751$3.29M0.16%-5,036Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,982 shares; 2024Q4: 17,962 shares; 2025Q1: 18,015 shares; 2025Q2: 17,734 shares; 2025Q3: 17,622 shares; 2025Q4: 17,627 shares; 2026Q1: 17,113 shares 17,113$3.24M0.16%-514Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 12,995 shares; 2025Q1: 13,141 shares; 2025Q2: 13,143 shares; 2025Q3: 13,128 shares; 2025Q4: 12,421 shares; 2026Q1: 11,034 shares 11,034$3.17M0.15%-1,387Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,414 shares; 2025Q1: 3,194 shares; 2025Q2: 3,129 shares; 2025Q3: 2,981 shares; 2025Q4: 3,177 shares; 2026Q1: 3,419 shares 3,419$3.14M0.15%+242Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,330 shares; 2025Q1: 5,345 shares; 2025Q2: 5,309 shares; 2025Q3: 4,912 shares; 2025Q4: 5,407 shares; 2026Q1: 6,443 shares 6,443$3.09M0.15%+1,036Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,973 shares; 2024Q4: 37,086 shares; 2025Q1: 37,173 shares; 2025Q2: 38,587 shares; 2025Q3: 39,582 shares; 2025Q4: 39,768 shares; 2026Q1: 37,836 shares 37,836$2.88M0.14%-1,932Timeline
BSMWINVESCO EXCH TRD SLF IDX FDQuarterly 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: 32,817 shares; 2025Q4: 109,974 shares; 2026Q1: 115,584 shares 115,584$2.87M0.14%+5,610Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 10,133 shares; 2026Q1: 10,133 shares 10,133$2.85M0.14%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,426 shares; 2025Q1: 3,305 shares; 2025Q2: 2,940 shares; 2025Q3: 2,650 shares; 2025Q4: 2,566 shares; 2026Q1: 2,535 shares 2,535$2.77M0.13%-31Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly 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: 27,474 shares; 2026Q1: 59,329 shares 59,329$2.69M0.13%+31,855Timeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly 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: 32,149 shares; 2025Q4: 100,753 shares; 2026Q1: 105,261 shares 105,261$2.68M0.13%+4,508Timeline
BSMYINVESCO EXCH TRD SLF IDX FDQuarterly 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: 33,991 shares; 2025Q4: 105,994 shares; 2026Q1: 110,162 shares 110,162$2.67M0.13%+4,168Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,427 shares; 2024Q4: 159,412 shares; 2025Q1: 159,362 shares; 2025Q2: 140,270 shares; 2025Q3: 51,043 shares; 2025Q4: 50,742 shares; 2026Q1: 50,655 shares 50,655$2.63M0.13%-87Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,147 shares; 2024Q4: 27,164 shares; 2025Q1: 33,893 shares; 2025Q2: 34,099 shares; 2025Q3: 38,081 shares; 2025Q4: 37,324 shares; 2026Q1: 42,931 shares 42,931$2.51M0.12%+5,607Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 5,418 shares; 2025Q1: 5,335 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,155 shares; 2026Q1: 5,304 shares 5,304$2.45M0.12%+149Timeline
XLRESELECT SECTOR SPDR TRQuarterly 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: 33,585 shares; 2026Q1: 59,516 shares 59,516$2.43M0.12%+25,931Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11,085 shares; 2025Q1: 10,669 shares; 2025Q2: 9,811 shares; 2025Q3: 8,848 shares; 2025Q4: 31,717 shares; 2026Q1: 52,285 shares 52,285$2.4M0.12%+20,568Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 29,611 shares; 2025Q1: 30,555 shares; 2025Q2: 30,294 shares; 2025Q3: 30,053 shares; 2025Q4: 30,526 shares; 2026Q1: 30,987 shares 30,987$2.39M0.12%+461Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 11,868 shares; 2025Q1: 12,342 shares; 2025Q2: 12,318 shares; 2025Q3: 12,098 shares; 2025Q4: 11,948 shares; 2026Q1: 11,610 shares 11,610$2.39M0.12%-338Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,300 shares; 2025Q1: 9,518 shares; 2025Q2: 9,297 shares; 2025Q3: 8,871 shares; 2025Q4: 8,373 shares; 2026Q1: 7,354 shares 7,354$2.34M0.11%-1,019Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly 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: 21,354 shares; 2026Q1: 40,597 shares 40,597$2.34M0.11%+19,243Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,994 shares; 2024Q4: 17,726 shares; 2025Q1: 17,861 shares; 2025Q2: 17,746 shares; 2025Q3: 17,270 shares; 2025Q4: 16,704 shares; 2026Q1: 12,319 shares 12,319$2.3M0.11%-4,385Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 12,326 shares; 2025Q1: 11,440 shares; 2025Q2: 10,478 shares; 2025Q3: 9,197 shares; 2025Q4: 9,856 shares; 2026Q1: 9,414 shares 9,414$2.28M0.11%-442Timeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly 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: 41,314 shares; 2026Q1: 73,660 shares 73,660$2.22M0.11%+32,346Timeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,691 shares; 2024Q4: 14,689 shares; 2025Q1: 14,050 shares; 2025Q2: 13,694 shares; 2025Q3: 13,630 shares; 2025Q4: 15,392 shares; 2026Q1: 17,160 shares 17,160$2.2M0.11%+1,768Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,810 shares; 2024Q4: 45,506 shares; 2025Q1: 43,485 shares; 2025Q2: 42,932 shares; 2025Q3: 42,387 shares; 2025Q4: 41,444 shares; 2026Q1: 39,218 shares 39,218$2.19M0.11%-2,226Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,843 shares; 2025Q3: 93,290 shares; 2025Q4: 90,030 shares; 2026Q1: 84,877 shares 84,877$2.13M0.1%-5,153Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,870 shares; 2024Q4: 9,868 shares; 2025Q1: 9,849 shares; 2025Q2: 11,693 shares; 2025Q3: 11,303 shares; 2025Q4: 17,250 shares; 2026Q1: 16,086 shares 16,086$2.11M0.1%-1,164Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,216 shares; 2025Q1: 7,366 shares; 2025Q2: 7,710 shares; 2025Q3: 7,760 shares; 2025Q4: 7,465 shares; 2026Q1: 6,679 shares 6,679$2.1M0.1%-786Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 7,049 shares; 2025Q1: 7,188 shares; 2025Q2: 7,311 shares; 2025Q3: 6,945 shares; 2025Q4: 6,600 shares; 2026Q1: 6,006 shares 6,006$2.06M0.1%-594Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,610 shares; 2025Q1: 27,030 shares; 2025Q2: 26,146 shares; 2025Q3: 26,036 shares; 2025Q4: 23,471 shares; 2026Q1: 21,207 shares 21,207$2.04M0.1%-2,264Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 7,731 shares; 2025Q1: 8,368 shares; 2025Q2: 9,932 shares; 2025Q3: 10,707 shares; 2025Q4: 11,027 shares; 2026Q1: 9,886 shares 9,886$2.01M0.1%-1,141Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,520 shares; 2024Q4: 22,979 shares; 2025Q1: 22,233 shares; 2025Q2: 21,364 shares; 2025Q3: 21,170 shares; 2025Q4: 14,857 shares; 2026Q1: 11,522 shares 11,522$1.99M0.1%-3,335Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,171 shares; 2025Q1: 5,141 shares; 2025Q2: 4,962 shares; 2025Q3: 4,962 shares; 2025Q4: 4,857 shares; 2026Q1: 4,605 shares 4,605$1.96M0.09%-252Timeline
RSPDINVESCO EXCHANGE TRADED FD TQuarterly 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: 17,851 shares; 2026Q1: 35,492 shares 35,492$1.9M0.09%+17,641Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,543 shares; 2024Q4: 59,675 shares; 2025Q1: 58,776 shares; 2025Q2: 50,641 shares; 2025Q3: 49,291 shares; 2025Q4: 40,527 shares; 2026Q1: 35,403 shares 35,403$1.87M0.09%-5,124Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 5,248 shares; 2025Q1: 5,255 shares; 2025Q2: 27,012 shares; 2025Q3: 26,151 shares; 2025Q4: 26,833 shares; 2026Q1: 27,578 shares 27,578$1.86M0.09%+745Timeline
XLKSELECT SECTOR SPDR TRQuarterly 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: 985 shares; 2026Q1: 13,753 shares 13,753$1.83M0.09%+12,768Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,623 shares; 2025Q1: 7,557 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,061 shares; 2026Q1: 6,818 shares 6,818$1.81M0.09%-243Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 19,550 shares; 2025Q1: 19,934 shares; 2025Q2: 20,878 shares; 2025Q3: 20,787 shares; 2025Q4: 22,198 shares; 2026Q1: 19,048 shares 19,048$1.77M0.09%-3,150Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,147 shares; 2025Q1: 1,249 shares; 2025Q2: 1,467 shares; 2025Q3: 2,511 shares; 2025Q4: 2,723 shares; 2026Q1: 2,468 shares 2,468$1.75M0.08%-255Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 19,662 shares; 2025Q1: 20,257 shares; 2025Q2: 20,966 shares; 2025Q3: 21,267 shares; 2025Q4: 20,156 shares; 2026Q1: 18,560 shares 18,560$1.74M0.08%-1,596Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,015 shares; 2025Q1: 8,890 shares; 2025Q2: 8,861 shares; 2025Q3: 8,750 shares; 2025Q4: 11,054 shares; 2026Q1: 13,817 shares 13,817$1.72M0.08%+2,763Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 2,706 shares; 2025Q4: 4,491 shares; 2026Q1: 5,376 shares 5,376$1.66M0.08%+885Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,892 shares; 2025Q1: 5,215 shares; 2025Q2: 4,852 shares; 2025Q3: 4,787 shares; 2025Q4: 5,274 shares; 2026Q1: 5,721 shares 5,721$1.62M0.08%+447Timeline
ONEQFIDELITY COMWLTH TRQuarterly 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: 19,000 shares; 2025Q4: 19,079 shares; 2026Q1: 19,079 shares 19,079$1.62M0.08%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,551 shares; 2024Q4: 48,505 shares; 2025Q1: 39,127 shares; 2025Q2: 36,243 shares; 2025Q3: 34,034 shares; 2025Q4: 33,976 shares; 2026Q1: 36,319 shares 36,319$1.6M0.08%+2,343Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,616 shares; 2025Q1: 6,618 shares; 2025Q2: 6,618 shares; 2025Q3: 6,613 shares; 2025Q4: 6,595 shares; 2026Q1: 6,600 shares 6,600$1.6M0.08%+5Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 8,752 shares; 2025Q2: 8,752 shares; 2025Q3: 17,015 shares; 2025Q4: 64,487 shares; 2026Q1: 64,597 shares 64,597$1.57M0.08%+110Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,929 shares; 2024Q4: 15,867 shares; 2025Q1: 15,887 shares; 2025Q2: 15,869 shares; 2025Q3: 16,151 shares; 2025Q4: 12,811 shares; 2026Q1: 10,690 shares 10,690$1.55M0.07%-2,121Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 10,587 shares; 2025Q1: 10,724 shares; 2025Q2: 10,775 shares; 2025Q3: 10,765 shares; 2025Q4: 7,530 shares; 2026Q1: 6,766 shares 6,766$1.53M0.07%-764Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,948 shares; 2024Q4: 20,693 shares; 2025Q1: 19,635 shares; 2025Q2: 19,056 shares; 2025Q3: 18,812 shares; 2025Q4: 18,302 shares; 2026Q1: 17,894 shares 17,894$1.52M0.07%-408Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 772 shares; 2025Q1: 797 shares; 2025Q2: 927 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147$1.51M0.07%0Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,067 shares; 2024Q4: 84,428 shares; 2025Q1: 85,776 shares; 2025Q2: 84,363 shares; 2025Q3: 79,658 shares; 2025Q4: 60,483 shares; 2026Q1: 46,971 shares 46,971$1.5M0.07%-13,512Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 4,547 shares; 2025Q2: 6,639 shares; 2025Q3: 8,502 shares; 2025Q4: 8,804 shares; 2026Q1: 7,704 shares 7,704$1.49M0.07%-1,100Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 5,883 shares; 2025Q1: 5,733 shares; 2025Q2: 5,587 shares; 2025Q3: 5,352 shares; 2025Q4: 6,141 shares; 2026Q1: 6,730 shares 6,730$1.46M0.07%+589Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,614 shares; 2024Q4: 48,726 shares; 2025Q1: 49,075 shares; 2025Q2: 49,403 shares; 2025Q3: 47,317 shares; 2025Q4: 34,217 shares; 2026Q1: 25,262 shares 25,262$1.46M0.07%-8,955Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 11,787 shares; 2025Q1: 11,687 shares; 2025Q2: 11,149 shares; 2025Q3: 10,866 shares; 2025Q4: 10,739 shares; 2026Q1: 10,721 shares 10,721$1.45M0.07%-18Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,890 shares; 2025Q1: 9,023 shares; 2025Q2: 8,974 shares; 2025Q3: 8,932 shares; 2025Q4: 8,093 shares; 2026Q1: 7,288 shares 7,288$1.45M0.07%-805Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,533 shares; 2025Q1: 14,731 shares; 2025Q2: 15,403 shares; 2025Q3: 15,508 shares; 2025Q4: 14,463 shares; 2026Q1: 12,344 shares 12,344$1.42M0.07%-2,119Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,199 shares; 2025Q4: 2,590 shares; 2026Q1: 3,734 shares 3,734$1.39M0.07%+1,144Timeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,981 shares; 2025Q2: 44,380 shares; 2025Q3: 125,149 shares; 2025Q4: 52,032 shares; 2026Q1: 54,448 shares 54,448$1.38M0.07%+2,416Timeline
IBDWISHARES TRQuarterly 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: 64,692 shares 64,692$1.35M0.07%newTimeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,676 shares; 2025Q2: 5,277 shares; 2025Q3: 5,033 shares; 2025Q4: 5,033 shares; 2026Q1: 4,969 shares 4,969$1.35M0.07%-64Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,200 shares; 2025Q1: 1,190 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158$1.34M0.06%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,546 shares; 2025Q1: 4,417 shares; 2025Q2: 4,501 shares; 2025Q3: 4,417 shares; 2025Q4: 4,756 shares; 2026Q1: 4,615 shares 4,615$1.33M0.06%-141Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 2,050 shares; 2025Q1: 9,427 shares; 2025Q2: 9,503 shares; 2025Q3: 9,485 shares; 2025Q4: 4,874 shares; 2026Q1: 3,656 shares 3,656$1.31M0.06%-1,218Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,015 shares; 2024Q4: 35,586 shares; 2025Q1: 36,810 shares; 2025Q2: 39,265 shares; 2025Q3: 40,111 shares; 2025Q4: 30,661 shares; 2026Q1: 24,480 shares 24,480$1.26M0.06%-6,181Timeline
IBDSISHARES TRQuarterly 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: 51,437 shares 51,437$1.25M0.06%newTimeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,955 shares; 2024Q4: 10,353 shares; 2025Q1: 10,589 shares; 2025Q2: 10,675 shares; 2025Q3: 10,490 shares; 2025Q4: 8,840 shares; 2026Q1: 7,154 shares 7,154$1.24M0.06%-1,686Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,227 shares; 2025Q1: 1,205 shares; 2025Q2: 1,303 shares; 2025Q3: 1,324 shares; 2025Q4: 1,294 shares; 2026Q1: 1,417 shares 1,417$1.24M0.06%+123Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 11,579 shares; 2025Q1: 11,579 shares; 2025Q2: 11,579 shares; 2025Q3: 11,579 shares; 2025Q4: 12,917 shares; 2026Q1: 12,659 shares 12,659$1.22M0.06%-258Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,622 shares; 2025Q1: 6,100 shares; 2025Q2: 6,026 shares; 2025Q3: 6,020 shares; 2025Q4: 5,971 shares; 2026Q1: 5,890 shares 5,890$1.22M0.06%-81Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,628 shares; 2024Q4: 25,223 shares; 2025Q1: 25,469 shares; 2025Q2: 24,762 shares; 2025Q3: 24,689 shares; 2025Q4: 22,569 shares; 2026Q1: 20,766 shares 20,766$1.22M0.06%-1,803Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 6,798 shares; 2025Q1: 6,787 shares; 2025Q2: 6,661 shares; 2025Q3: 6,542 shares; 2025Q4: 6,875 shares; 2026Q1: 7,402 shares 7,402$1.22M0.06%+527Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly 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: 7,378 shares; 2026Q1: 11,107 shares 11,107$1.22M0.06%+3,729Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,314 shares; 2025Q2: 9,020 shares; 2025Q3: 7,740 shares; 2025Q4: 7,564 shares; 2026Q1: 7,448 shares 7,448$1.21M0.06%-116Timeline
RSPFINVESCO EXCHANGE TRADED FD TQuarterly 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: 8,729 shares; 2026Q1: 16,898 shares 16,898$1.21M0.06%+8,169Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 5,897 shares; 2025Q1: 5,963 shares; 2025Q2: 5,837 shares; 2025Q3: 5,814 shares; 2025Q4: 5,703 shares; 2026Q1: 5,679 shares 5,679$1.2M0.06%-24Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 13,195 shares; 2025Q1: 13,795 shares; 2025Q2: 14,300 shares; 2025Q3: 15,960 shares; 2025Q4: 16,211 shares; 2026Q1: 15,052 shares 15,052$1.2M0.06%-1,159Timeline
IHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,624 shares; 2024Q4: 33,680 shares; 2025Q1: 32,249 shares; 2025Q2: 30,843 shares; 2025Q3: 29,738 shares; 2025Q4: 28,965 shares; 2026Q1: 28,371 shares 28,371$1.19M0.06%-594Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,087 shares; 2025Q2: 2,995 shares; 2025Q3: 2,789 shares; 2025Q4: 2,751 shares; 2026Q1: 2,660 shares 2,660$1.16M0.06%-91Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares; 2025Q4: 3,694 shares; 2026Q1: 3,812 shares 3,812$1.15M0.06%+118Timeline
IBMTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,021 shares; 2025Q4: 24,820 shares; 2026Q1: 44,883 shares 44,883$1.15M0.06%+20,063Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,188 shares; 2024Q4: 35,884 shares; 2025Q1: 35,894 shares; 2025Q2: 34,143 shares; 2025Q3: 34,193 shares; 2025Q4: 24,059 shares; 2026Q1: 18,563 shares 18,563$1.13M0.05%-5,496Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,298 shares; 2024Q4: 26,684 shares; 2025Q1: 27,918 shares; 2025Q2: 30,320 shares; 2025Q3: 31,755 shares; 2025Q4: 28,700 shares; 2026Q1: 20,139 shares 20,139$1.11M0.05%-8,561Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,697 shares; 2025Q1: 8,742 shares; 2025Q2: 9,328 shares; 2025Q3: 9,286 shares; 2025Q4: 8,116 shares; 2026Q1: 6,968 shares 6,968$1.1M0.05%-1,148Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,717 shares; 2025Q1: 5,703 shares; 2025Q2: 5,619 shares; 2025Q3: 5,489 shares; 2025Q4: 5,348 shares; 2026Q1: 5,223 shares 5,223$1.06M0.05%-125Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,570 shares; 2024Q4: 22,740 shares; 2025Q1: 25,332 shares; 2025Q2: 21,542 shares; 2025Q3: 21,367 shares; 2025Q4: 21,749 shares; 2026Q1: 20,475 shares 20,475$1.03M0.05%-1,274Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,235 shares; 2025Q1: 5,225 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,510 shares; 2026Q1: 5,934 shares 5,934$981K0.05%+424Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,119 shares; 2025Q1: 14,024 shares; 2025Q2: 13,869 shares; 2025Q3: 13,828 shares; 2025Q4: 13,784 shares; 2026Q1: 10,978 shares 10,978$971K0.05%-2,806Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 9,189 shares; 2025Q1: 9,161 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 8,809 shares; 2026Q1: 7,488 shares 7,488$964K0.05%-1,321Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,742 shares; 2025Q3: 1,076 shares; 2025Q4: 902 shares; 2026Q1: 965 shares 965$928K0.04%+63Timeline
XLFSELECT SECTOR SPDR TRQuarterly 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: 18,553 shares 18,553$916K0.04%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,237 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,227 shares; 2025Q4: 8,160 shares; 2026Q1: 8,254 shares 8,254$906K0.04%+94Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,221 shares; 2025Q2: 6,039 shares; 2025Q3: 6,034 shares; 2025Q4: 7,663 shares; 2026Q1: 6,722 shares 6,722$880K0.04%-941Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,957 shares 10,957$877K0.04%newTimeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,437 shares; 2024Q4: 17,437 shares; 2025Q1: 17,497 shares; 2025Q2: 17,070 shares; 2025Q3: 16,943 shares; 2025Q4: 16,922 shares; 2026Q1: 16,670 shares 16,670$871K0.04%-252Timeline
XLCSELECT SECTOR SPDR TRQuarterly 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: 7,715 shares 7,715$855K0.04%newTimeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,671 shares; 2025Q1: 10,569 shares; 2025Q2: 10,358 shares; 2025Q3: 9,525 shares; 2025Q4: 10,192 shares; 2026Q1: 9,462 shares 9,462$853K0.04%-730Timeline
XLYSELECT SECTOR SPDR TRQuarterly 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: 7,764 shares 7,764$846K0.04%newTimeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,278 shares; 2025Q2: 7,178 shares; 2025Q3: 6,938 shares; 2025Q4: 6,938 shares; 2026Q1: 6,938 shares 6,938$841K0.04%0Timeline
HTLDHEARTLAND EXPRESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 73,528 shares; 2025Q1: 73,528 shares; 2025Q2: 79,599 shares; 2025Q3: 79,599 shares; 2025Q4: 79,599 shares; 2026Q1: 79,599 shares 79,599$828K0.04%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,875 shares; 2024Q4: 71,214 shares; 2025Q1: 70,772 shares; 2025Q2: 69,579 shares; 2025Q3: 69,320 shares; 2025Q4: 42,030 shares; 2026Q1: 29,104 shares 29,104$817K0.04%-12,926Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,479 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,448 shares; 2026Q1: 1,443 shares 1,443$811K0.04%-5Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 1,118 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,889 shares; 2026Q1: 2,893 shares 2,893$804K0.04%+4Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 732 shares; 2025Q1: 488 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 449 shares; 2026Q1: 414 shares 414$792K0.04%-35Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,939 shares; 2025Q1: 5,939 shares; 2025Q2: 5,939 shares; 2025Q3: 5,939 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares 5,939$785K0.04%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 10,174 shares; 2025Q1: 11,296 shares; 2025Q2: 12,589 shares; 2025Q3: 9,640 shares; 2025Q4: 9,877 shares; 2026Q1: 10,928 shares 10,928$762K0.04%+1,051Timeline
RSPSINVESCO EXCHANGE TRADED FD TQuarterly 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: 16,644 shares; 2026Q1: 25,656 shares 25,656$757K0.04%+9,012Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$753K0.04%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 8,131 shares; 2026Q1: 10,157 shares 10,157$731K0.04%+2,026Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,351 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,183 shares; 2025Q4: 2,186 shares; 2026Q1: 2,176 shares 2,176$715K0.03%-10Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 366 shares; 2025Q1: 412 shares; 2025Q2: 414 shares; 2025Q3: 1,404 shares; 2025Q4: 1,442 shares; 2026Q1: 1,223 shares 1,223$706K0.03%-219Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 13,880 shares; 2025Q1: 11,607 shares; 2025Q2: 7,174 shares; 2025Q3: 4,163 shares; 2025Q4: 4,076 shares; 2026Q1: 8,455 shares 8,455$693K0.03%+4,379Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 2,245 shares; 2025Q3: 6,840 shares; 2025Q4: 7,194 shares; 2026Q1: 6,002 shares 6,002$681K0.03%-1,192Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,843 shares; 2025Q1: 8,425 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 7,890 shares; 2026Q1: 7,362 shares 7,362$678K0.03%-528Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,181 shares; 2024Q4: 45,015 shares; 2025Q1: 46,109 shares; 2025Q2: 39,055 shares; 2025Q3: 16,906 shares; 2025Q4: 16,248 shares; 2026Q1: 14,641 shares 14,641$673K0.03%-1,607Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,153 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,154 shares; 2025Q4: 2,173 shares; 2026Q1: 2,062 shares 2,062$666K0.03%-111Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,021 shares; 2024Q4: 41,243 shares; 2025Q1: 39,136 shares; 2025Q2: 32,427 shares; 2025Q3: 22,811 shares; 2025Q4: 22,836 shares; 2026Q1: 22,926 shares 22,926$665K0.03%+90Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,883 shares; 2025Q1: 2,836 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 4,373 shares; 2026Q1: 5,493 shares 5,493$661K0.03%+1,120Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,416 shares; 2024Q4: 71,001 shares; 2025Q1: 70,746 shares; 2025Q2: 70,665 shares; 2025Q3: 69,194 shares; 2025Q4: 22,936 shares; 2026Q1: 22,419 shares 22,419$644K0.03%-517Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,570 shares; 2025Q1: 4,757 shares; 2025Q2: 5,586 shares; 2025Q3: 5,745 shares; 2025Q4: 4,619 shares; 2026Q1: 3,490 shares 3,490$640K0.03%-1,129Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,350 shares 4,350$638K0.03%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,900 shares; 2025Q1: 3,828 shares; 2025Q2: 3,745 shares; 2025Q3: 3,587 shares; 2025Q4: 3,582 shares; 2026Q1: 3,570 shares 3,570$627K0.03%-12Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,471 shares; 2025Q1: 9,471 shares; 2025Q2: 9,441 shares; 2025Q3: 9,417 shares; 2025Q4: 9,417 shares; 2026Q1: 9,417 shares 9,417$623K0.03%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 7,581 shares; 2025Q1: 8,131 shares; 2025Q2: 7,594 shares; 2025Q3: 8,014 shares; 2025Q4: 9,663 shares; 2026Q1: 12,296 shares 12,296$599K0.03%+2,633Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,588 shares 3,588$580K0.03%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 529 shares; 2025Q1: 662 shares; 2025Q2: 983 shares; 2025Q3: 1,137 shares; 2025Q4: 7,570 shares; 2026Q1: 5,515 shares 5,515$577K0.03%-2,055Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,900 shares 25,900$567K0.03%newTimeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,490 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares; 2025Q4: 8,564 shares; 2026Q1: 8,117 shares 8,117$562K0.03%-447Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 3,255 shares; 2025Q1: 3,557 shares; 2025Q2: 4,134 shares; 2025Q3: 4,422 shares; 2025Q4: 3,689 shares; 2026Q1: 2,808 shares 2,808$557K0.03%-881Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 441 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 494 shares 494$540K0.03%-70Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,519 shares; 2026Q1: 8,500 shares 8,500$537K0.03%-19Timeline
GTOPGOLDMAN SACHS ETF TRQuarterly 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: 14,613 shares 14,613$529K0.03%newTimeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,663 shares; 2024Q4: 21,801 shares; 2025Q1: 21,222 shares; 2025Q2: 12,836 shares; 2025Q3: 9,201 shares; 2025Q4: 8,659 shares; 2026Q1: 8,644 shares 8,644$522K0.03%-15Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares 1,221$521K0.03%0Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,577 shares; 2025Q1: 7,602 shares; 2025Q2: 4,741 shares; 2025Q3: 3,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares 2,102$515K0.02%0Timeline
NFLXNETFLIX 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: 94 shares; 2025Q3: 474 shares; 2025Q4: 6,374 shares; 2026Q1: 5,351 shares 5,351$514K0.02%-1,023Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,597 shares; 2026Q1: 2,597 shares 2,597$510K0.02%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,959 shares; 2025Q1: 1,957 shares; 2025Q2: 1,918 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares 1,908$509K0.02%0Timeline
RSPCINVESCO EXCHANGE TRADED FD TQuarterly 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: 7,333 shares; 2026Q1: 13,606 shares 13,606$509K0.02%+6,273Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,061 shares; 2025Q1: 981 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 1,094 shares; 2026Q1: 1,452 shares 1,452$496K0.02%+358Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 3,742 shares; 2026Q1: 3,742 shares 3,742$496K0.02%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,242 shares; 2025Q2: 3,221 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,256 shares 3,256$487K0.02%+47Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 6,051 shares; 2025Q4: 6,184 shares; 2026Q1: 6,120 shares 6,120$486K0.02%-64Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118$485K0.02%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,922 shares; 2025Q1: 7,922 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,922 shares; 2026Q1: 7,874 shares 7,874$483K0.02%-48Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,397 shares; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 7,838 shares 7,838$480K0.02%+5,330Timeline
IBRXIMMUNITYBIO INCQuarterly 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: 24,183 shares; 2025Q4: 40,945 shares; 2026Q1: 62,285 shares 62,285$478K0.02%+21,340Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 16,877 shares; 2025Q1: 16,977 shares; 2025Q2: 16,893 shares; 2025Q3: 23,318 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200$471K0.02%0Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 13,367 shares; 2025Q1: 13,619 shares; 2025Q2: 13,249 shares; 2025Q3: 13,243 shares; 2025Q4: 11,947 shares; 2026Q1: 10,010 shares 10,010$458K0.02%-1,937Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,550 shares; 2026Q1: 2,450 shares 2,450$446K0.02%-100Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,933 shares; 2025Q1: 5,879 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares 5,702$440K0.02%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,263 shares; 2025Q1: 1,977 shares; 2025Q2: 2,087 shares; 2025Q3: 2,119 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares 2,263$434K0.02%0Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,457 shares; 2025Q1: 6,457 shares; 2025Q2: 6,457 shares; 2025Q3: 6,457 shares; 2025Q4: 6,457 shares; 2026Q1: 16,878 shares 16,878$428K0.02%+10,421Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,839 shares; 2025Q1: 1,785 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,806 shares 1,806$427K0.02%+4Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 969 shares; 2026Q1: 1,211 shares 1,211$426K0.02%+242Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932$414K0.02%0Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares 5,086$407K0.02%0Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,151 shares; 2025Q1: 6,185 shares; 2025Q2: 7,019 shares; 2025Q3: 8,083 shares; 2025Q4: 8,248 shares; 2026Q1: 8,560 shares 8,560$407K0.02%+312Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 9,374 shares; 2025Q1: 9,574 shares; 2025Q2: 9,504 shares; 2025Q3: 9,504 shares; 2025Q4: 9,504 shares; 2026Q1: 9,434 shares 9,434$381K0.02%-70Timeline
IBMSISHARES TRQuarterly 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: 6,768 shares; 2026Q1: 14,602 shares 14,602$377K0.02%+7,834Timeline
TPRTAPESTRY INCQuarterly 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: 3,372 shares; 2025Q4: 3,814 shares; 2026Q1: 2,635 shares 2,635$372K0.02%-1,179Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,602 shares; 2025Q1: 2,577 shares; 2025Q2: 2,485 shares; 2025Q3: 2,480 shares; 2025Q4: 2,380 shares; 2026Q1: 2,375 shares 2,375$369K0.02%-5Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 868 shares; 2025Q2: 809 shares; 2025Q3: 2,063 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061$363K0.02%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,908 shares; 2025Q3: 1,833 shares; 2025Q4: 2,010 shares; 2026Q1: 1,987 shares 1,987$362K0.02%-23Timeline
PBEINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 6,177 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,647 shares; 2025Q4: 4,559 shares; 2026Q1: 4,559 shares 4,559$361K0.02%0Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly 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: 5,915 shares; 2025Q4: 6,204 shares; 2026Q1: 6,330 shares 6,330$361K0.02%+126Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 953 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 1,073 shares; 2026Q1: 1,054 shares 1,054$360K0.02%-19Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,644 shares; 2025Q1: 3,186 shares; 2025Q2: 4,487 shares; 2025Q3: 6,045 shares; 2025Q4: 6,086 shares; 2026Q1: 5,621 shares 5,621$355K0.02%-465Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,687 shares; 2025Q1: 5,655 shares; 2025Q2: 5,550 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares 2,682$354K0.02%0Timeline
XOEXDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,365 shares; 2025Q1: 6,076 shares; 2025Q2: 7,860 shares; 2025Q3: 10,460 shares; 2025Q4: 10,591 shares; 2026Q1: 9,948 shares 9,948$353K0.02%-643Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 610 shares; 2025Q2: 633 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578$349K0.02%0Timeline
FEDMFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 4,347 shares; 2025Q4: 4,638 shares; 2026Q1: 5,971 shares 5,971$349K0.02%+1,333Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 1,026 shares 1,026$347K0.02%+589Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,080 shares; 2026Q1: 1,056 shares 1,056$339K0.02%-24Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,026 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,174 shares; 2025Q4: 7,149 shares; 2026Q1: 7,149 shares 7,149$336K0.02%0Timeline
IBDUISHARES TRQuarterly 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: 14,430 shares 14,430$336K0.02%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares 2,277$331K0.02%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,810 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,558 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares 1,531$329K0.02%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 2,161 shares; 2025Q1: 2,535 shares; 2025Q2: 2,768 shares; 2025Q3: 1,038 shares; 2025Q4: 920 shares; 2026Q1: 914 shares 914$326K0.02%-6Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 14,997 shares; 2025Q1: 15,492 shares; 2025Q2: 17,104 shares; 2025Q3: 18,831 shares; 2025Q4: 12,624 shares; 2026Q1: 7,090 shares 7,090$321K0.02%-5,534Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 24,370 shares; 2025Q1: 24,049 shares; 2025Q2: 23,429 shares; 2025Q3: 22,838 shares; 2025Q4: 8,012 shares; 2026Q1: 3,540 shares 3,540$320K0.02%-4,472Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 11,138 shares; 2025Q1: 12,196 shares; 2025Q2: 12,633 shares; 2025Q3: 13,542 shares; 2025Q4: 13,710 shares; 2026Q1: 13,868 shares 13,868$318K0.02%+158Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 445 shares; 2026Q1: 435 shares 435$317K0.02%-10Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 38,138 shares; 2025Q1: 38,733 shares; 2025Q2: 33,370 shares; 2025Q3: 10,062 shares; 2025Q4: 8,040 shares; 2026Q1: 7,905 shares 7,905$308K0.01%-135Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869$308K0.01%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,283 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,193 shares 3,193$291K0.01%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,907 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 5,398 shares; 2026Q1: 4,398 shares 4,398$290K0.01%-1,000Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares 2,702$288K0.01%0Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787$282K0.01%0Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350$281K0.01%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 14,611 shares; 2025Q1: 14,889 shares; 2025Q2: 5,614 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares 5,614$280K0.01%0Timeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares 4,421$280K0.01%0Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,900 shares; 2025Q1: 10,741 shares; 2025Q2: 11,136 shares; 2025Q3: 12,023 shares; 2025Q4: 12,190 shares; 2026Q1: 12,370 shares 12,370$277K0.01%+180Timeline
WATWATERS CORPQuarterly 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: 925 shares 925$275K0.01%newTimeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 397 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377$275K0.01%0Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,537 shares 10,537$266K0.01%newTimeline
TMUST-MOBILE US INCQuarterly 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: 1,259 shares 1,259$264K0.01%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,285 shares; 2025Q1: 2,960 shares; 2025Q2: 2,855 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares 2,542$263K0.01%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,427 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,299 shares; 2025Q4: 1,294 shares; 2026Q1: 1,334 shares 1,334$261K0.01%+40Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 1,060 shares; 2025Q1: 1,121 shares; 2025Q2: 1,008 shares; 2025Q3: 997 shares; 2025Q4: 1,152 shares; 2026Q1: 399 shares 399$261K0.01%-753Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 9,488 shares; 2025Q1: 9,488 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares 4,479$254K0.01%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,339 shares; 2025Q2: 1,230 shares; 2025Q3: 1,153 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146$242K0.01%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 273 shares; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 889 shares 889$241K0.01%+151Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,008 shares; 2025Q1: 4,007 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares 3,677$240K0.01%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,909 shares; 2026Q1: 1,817 shares 1,817$238K0.01%-92Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 6,052 shares; 2025Q1: 8,656 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares; 2026Q1: 4,988 shares 4,988$234K0.01%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,010 shares; 2025Q1: 2,240 shares; 2025Q2: 2,281 shares; 2025Q3: 2,307 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346$233K0.01%0Timeline
LRCXLAM RESEARCH CORPQuarterly 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: 588 shares; 2026Q1: 1,087 shares 1,087$232K0.01%+499Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,739 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510$229K0.01%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 7,311 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 5,841 shares 5,841$227K0.01%-1,335Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,003 shares; 2025Q3: 1,953 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares 1,953$224K0.01%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,194 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044$224K0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly 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: 844 shares; 2026Q1: 1,519 shares 1,519$222K0.01%+675Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,451 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares 1,412$216K0.01%0Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495$214K0.01%0Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,174 shares; 2026Q1: 4,174 shares 4,174$211K0.01%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,954 shares; 2026Q1: 2,854 shares 2,854$208K0.01%-100Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 546 shares; 2026Q1: 514 shares 514$204K0.01%-32Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 1,014 shares 1,014$197K0.01%+304Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,256 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,873 shares; 2026Q1: 1,686 shares 1,686$195K0.01%-187Timeline
GSGOLDMAN SACHS GROUP INCQuarterly 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: 226 shares 226$191K0.01%newTimeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,958 shares; 2025Q1: 1,208 shares; 2025Q2: 1,107 shares; 2025Q3: 1,097 shares; 2025Q4: 1,010 shares; 2026Q1: 993 shares 993$188K0.01%-17Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 933 shares; 2026Q1: 930 shares 930$188K0.01%-3Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,055 shares 4,055$185K0.01%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804$185K0.01%0Timeline
VGTVANGUARD WORLD FDQuarterly 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: 262 shares 262$183K0.01%newTimeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares 3,574$182K0.01%0Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,626 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 1,387 shares; 2026Q1: 1,337 shares 1,337$178K0.01%-50Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 6,978 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,964 shares 1,964$178K0.01%+469Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321$176K0.01%0Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,182 shares; 2025Q1: 4,913 shares; 2025Q2: 5,577 shares; 2025Q3: 6,555 shares; 2025Q4: 6,694 shares; 2026Q1: 6,973 shares 6,973$175K0.01%+279Timeline
NICNICOLET BANKSHARES INCQuarterly 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: 1,132 shares 1,132$168K0.01%newTimeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,601 shares; 2026Q1: 1,854 shares 1,854$167K0.01%+253Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 948 shares; 2025Q2: 1,036 shares; 2025Q3: 1,527 shares; 2025Q4: 1,628 shares; 2026Q1: 385 shares 385$166K0.01%-1,243Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,283 shares 1,283$164K0.01%-100Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375$156K0.01%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 775 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725$155K0.01%0Timeline
CNHCNH INDL N VQuarterly 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: 14,040 shares 14,040$154K0.01%newTimeline
QQNITY ELECTRONICS INCQuarterly 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: 1,331 shares 1,331$154K0.01%newTimeline
XJHISHARES TRQuarterly 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: 3,252 shares; 2025Q4: 3,496 shares; 2026Q1: 3,266 shares 3,266$148K0.01%-230Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 3,129 shares; 2025Q4: 3,504 shares; 2026Q1: 4,880 shares 4,880$146K0.01%+1,376Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 6,197 shares; 2025Q3: 9,120 shares; 2025Q4: 5,525 shares; 2026Q1: 2,590 shares 2,590$146K0.01%-2,935Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 6,167 shares; 2026Q1: 6,167 shares 6,167$140K0.01%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares 1,777$139K0.01%0Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 830 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823$139K0.01%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 690 shares; 2025Q2: 670 shares; 2025Q3: 655 shares; 2025Q4: 645 shares; 2026Q1: 660 shares 660$137K0.01%+15Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,827 shares; 2025Q4: not reported; 2026Q1: 1,827 shares 1,827$136K0.01%newTimeline
BEBLOOM ENERGY CORPQuarterly 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: 1,000 shares 1,000$135K0.01%newTimeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$135K0.01%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,693 shares; 2026Q1: 1,574 shares 1,574$130K0.01%-119Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares 1,648$129K0.01%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 931 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856$128K0.01%0Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 732 shares 732$122K0.01%0Timeline
BPOPPOPULAR INCQuarterly 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: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904$121K0.01%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,567 shares; 2025Q2: 4,559 shares; 2025Q3: 5,339 shares; 2025Q4: 4,241 shares; 2026Q1: 3,606 shares 3,606$121K0.01%-635Timeline
IBTLISHARES TRQuarterly 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: 5,090 shares; 2025Q4: 5,171 shares; 2026Q1: 5,878 shares 5,878$120K0.01%+707Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 4,057 shares; 2025Q4: 3,567 shares; 2026Q1: 1,293 shares 1,293$120K0.01%-2,274Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 7,299 shares; 2025Q1: 7,374 shares; 2025Q2: 7,470 shares; 2025Q3: 7,734 shares; 2025Q4: 3,990 shares; 2026Q1: 489 shares 489$119K0.01%-3,501Timeline
IBTKISHARES TRQuarterly 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: 6,012 shares 6,012$119K0.01%newTimeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,529 shares; 2025Q3: 4,971 shares; 2025Q4: 5,139 shares; 2026Q1: 5,316 shares 5,316$118K0.01%+177Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395$118K0.01%0Timeline
IBTJISHARES TRQuarterly 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: 5,392 shares 5,392$118K0.01%newTimeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,841 shares; 2025Q1: 1,901 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,930 shares; 2026Q1: 1,630 shares 1,630$115K0.01%-300Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075$114K0.01%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: not reported; 2025Q4: 3,358 shares; 2026Q1: 1,254 shares 1,254$113K0.01%-2,104Timeline
MPCMARATHON PETE CORPQuarterly 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: 460 shares 460$112K0.01%newTimeline
MDUMDU RES GROUP INCQuarterly 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: 5,714 shares; 2026Q1: 5,407 shares 5,407$112K0.01%-307Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,078 shares; 2025Q1: 1,731 shares; 2025Q2: 1,696 shares; 2025Q3: 1,509 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249$112K0.01%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 882 shares; 2025Q2: 874 shares; 2025Q3: 835 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815$111K0.01%0Timeline
DTEDTE ENERGY COQuarterly 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: 800 shares; 2026Q1: 758 shares 758$111K0.01%-42Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares 795$111K0.01%newTimeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,139 shares 1,139$111K0.01%-167Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,422 shares; 2025Q1: 1,275 shares; 2025Q2: 1,210 shares; 2025Q3: 1,190 shares; 2025Q4: not reported; 2026Q1: 912 shares 912$111K0.01%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,855 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,039 shares 1,039$110K0.01%+22Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,788 shares; 2025Q1: 3,788 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652$107K0.01%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: not reported; 2026Q1: 537 shares 537$105K0.01%newTimeline
NVMINOVA LTDQuarterly 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: 242 shares 242$105K0.01%newTimeline
NENOBLE CORP PLCQuarterly 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: 2,124 shares 2,124$104K0.01%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly 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: 365 shares; 2026Q1: 373 shares 373$104K0.01%+8Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly 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: 850 shares; 2026Q1: 850 shares 850$104K0.01%0Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,955 shares; 2026Q1: 3,930 shares 3,930$104K0.01%-25Timeline
GNMAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300$102K<0.01%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,597 shares; 2026Q1: 1,164 shares 1,164$101K<0.01%-433Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,435 shares; 2025Q1: 1,513 shares; 2025Q2: 1,413 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410$100K<0.01%0Timeline
FIPFTAI INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,233 shares; 2025Q1: 16,594 shares; 2025Q2: 16,594 shares; 2025Q3: 16,594 shares; 2025Q4: 16,594 shares; 2026Q1: 16,594 shares 16,594$82K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WSTWEST PHARMACEUTICAL SVSC INC835$230Kshares
ENBENBRIDGE INC4,264$204Kshares
MOFGMIDWESTONE FINANCIAL GROUP I4,920$189Kshares
GQREFLEXSHARES TR2,554$150Kshares
FBTCFIDELITY WISE ORIGIN BITCOIN1,785$136Kshares
AZNASTRAZENECA PLC-SPONS ADR1,449$133Kshares
UPSUNITED PARCEL SVCS INC1,214$120Kshares
CCICROWN CASTLE INC1,350$120Kshares
KMBKIMBERLY-CLARK CORP1,055$106Kshares
STTSTATE STR CORP816$105Kshares
BBARRICK MNG CORP2,417$105Kshares
VBRVANGUARD INDEX FDS490$104Kshares
GISGENERAL MILLS INC2,210$103Kshares
HROWHARROW INC2,079$102Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001309148-26-000011 base2026-05-01acceptance time not in the bulk data set