BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182,594 shares; 2024Q4: 1,148,367 shares; 2025Q1: 1,328,263 shares; 2025Q2: 1,371,416 shares; 2025Q3: 932,688 shares; 2025Q4: 703,089 shares; 2026Q1: 12,760,579 shares 12,760,579 $1.17B 19.13% +12,057,490 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,335,100 shares 9,335,100 $940M 15.37% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987,625 shares; 2024Q4: 2,982,361 shares; 2025Q1: 2,982,616 shares; 2025Q2: 2,832,436 shares; 2025Q3: 2,830,661 shares; 2025Q4: 2,830,760 shares; 2026Q1: 2,749,966 shares 2,749,966 $456M 7.45% -80,794 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368,255 shares; 2024Q4: 6,385,270 shares; 2025Q1: 6,334,157 shares; 2025Q2: 6,306,973 shares; 2025Q3: 6,201,689 shares; 2025Q4: 6,490,711 shares; 2026Q1: 6,797,385 shares 6,797,385 $306M 5% +306,674 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,987,926 shares; 2024Q4: 8,257,017 shares; 2025Q1: 8,459,568 shares; 2025Q2: 9,214,271 shares; 2025Q3: 9,559,154 shares; 2025Q4: 9,447,766 shares; 2026Q1: 9,548,309 shares 9,548,309 $260M 4.25% +100,543 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208,253 shares; 2024Q4: 1,208,325 shares; 2025Q1: 1,208,252 shares; 2025Q2: 1,231,457 shares; 2025Q3: 1,231,457 shares; 2025Q4: 1,231,457 shares; 2026Q1: 1,201,982 shares 1,201,982 $258M 4.23% -29,475 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993,332 shares; 2024Q4: 6,071,955 shares; 2025Q1: 6,031,140 shares; 2025Q2: 6,031,775 shares; 2025Q3: 6,245,336 shares; 2025Q4: 6,180,126 shares; 2026Q1: 6,107,282 shares 6,107,282 $231M 3.77% -72,844 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,880 shares; 2024Q4: 323,916 shares; 2025Q1: 323,865 shares; 2025Q2: 269,209 shares; 2025Q3: 269,026 shares; 2025Q4: 268,924 shares; 2026Q1: 269,026 shares 269,026 $175M 2.86% +102 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575,096 shares; 2024Q4: 1,093,236 shares; 2025Q1: 1,227,725 shares; 2025Q2: 1,135,587 shares; 2025Q3: 1,734,251 shares; 2025Q4: 1,734,237 shares; 2026Q1: 1,734,205 shares 1,734,205 $172M 2.82% -32 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044,243 shares; 2024Q4: 1,044,302 shares; 2025Q1: 1,044,234 shares; 2025Q2: 1,132,957 shares; 2025Q3: 1,132,957 shares; 2025Q4: 1,132,957 shares; 2026Q1: 1,132,957 shares 1,132,957 $168M 2.74% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617,126 shares; 2024Q4: 1,612,707 shares; 2025Q1: 1,614,964 shares; 2025Q2: 1,269,992 shares; 2025Q3: 1,264,663 shares; 2025Q4: 1,264,663 shares; 2026Q1: 454,704 shares 454,704 $167M 2.73% -809,959 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,826,600 shares 6,826,600 $163M 2.67% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,600 shares; 2024Q4: 984,600 shares; 2025Q1: 984,600 shares; 2025Q2: 1,011,427 shares; 2025Q3: 1,011,427 shares; 2025Q4: 1,011,427 shares; 2026Q1: 1,011,427 shares 1,011,427 $153M 2.5% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,853 shares; 2024Q4: 455,685 shares; 2025Q1: 402,541 shares; 2025Q2: 377,472 shares; 2025Q3: 418,517 shares; 2025Q4: 448,536 shares; 2026Q1: 313,532 shares 313,532 $79.6M 1.3% -135,004 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,046 shares; 2024Q4: 635,044 shares; 2025Q1: 585,324 shares; 2025Q2: 786,155 shares; 2025Q3: 815,545 shares; 2025Q4: 871,793 shares; 2026Q1: 455,602 shares 455,602 $79.5M 1.3% -416,191 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,626 shares; 2024Q4: 218,582 shares; 2025Q1: 275,044 shares; 2025Q2: 527,749 shares; 2025Q3: 812,169 shares; 2025Q4: 1,257,375 shares; 2026Q1: 2,342,494 shares 2,342,494 $79.1M 1.29% +1,085,119 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,498 shares; 2024Q4: 239,848 shares; 2025Q1: 214,909 shares; 2025Q2: 192,760 shares; 2025Q3: 200,498 shares; 2025Q4: 217,686 shares; 2026Q1: 207,989 shares 207,989 $77M 1.26% -9,697 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 7,017 shares; 2025Q1: 4,076 shares; 2025Q2: 5,029 shares; 2025Q3: 4,494 shares; 2025Q4: 4,107 shares; 2026Q1: 232,576 shares 232,576 $76.4M 1.25% +228,469 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,200 shares 197,200 $75.6M 1.24% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,081 shares; 2024Q4: 314,821 shares; 2025Q1: 314,108 shares; 2025Q2: 301,367 shares; 2025Q3: 297,144 shares; 2025Q4: 296,447 shares; 2026Q1: 171,638 shares 171,638 $75M 1.23% -124,809 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,200 shares 183,200 $55.4M 0.91% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661,100 shares; 2025Q4: 661,100 shares; 2026Q1: 661,100 shares 661,100 $48.7M 0.8% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,896 shares; 2024Q4: 267,852 shares; 2025Q1: 218,526 shares; 2025Q2: 244,219 shares; 2025Q3: 271,271 shares; 2025Q4: 318,319 shares; 2026Q1: 138,033 shares 138,033 $28.7M 0.47% -180,286 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,361 shares; 2024Q4: 15,132 shares; 2025Q1: 16,043 shares; 2025Q2: 18,355 shares; 2025Q3: 18,100 shares; 2025Q4: 20,832 shares; 2026Q1: 19,003 shares 19,003 $28M 0.46% -1,829 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,760 shares; 2024Q4: 346,740 shares; 2025Q1: 347,742 shares; 2025Q2: 351,395 shares; 2025Q3: 355,687 shares; 2025Q4: 369,061 shares; 2026Q1: 348,192 shares 348,192 $27.7M 0.45% -20,869 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411,886 shares; 2025Q4: 453,565 shares; 2026Q1: 525,470 shares 525,470 $25.9M 0.42% +71,905 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,368 shares; 2025Q3: 248,368 shares; 2025Q4: 253,468 shares; 2026Q1: 258,568 shares 258,568 $24.8M 0.4% +5,100 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,329 shares; 2024Q4: 84,026 shares; 2025Q1: 74,944 shares; 2025Q2: 80,957 shares; 2025Q3: 88,874 shares; 2025Q4: 82,270 shares; 2026Q1: 40,825 shares 40,825 $23.4M 0.38% -41,445 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,824 shares; 2024Q4: 176,942 shares; 2025Q1: 167,493 shares; 2025Q2: 141,838 shares; 2025Q3: 130,999 shares; 2025Q4: 110,281 shares; 2026Q1: 78,773 shares 78,773 $22.7M 0.37% -31,508 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 66,813 shares; 2025Q1: 64,823 shares; 2025Q2: 122,593 shares; 2025Q3: 120,026 shares; 2025Q4: 103,117 shares; 2026Q1: 72,541 shares 72,541 $20.8M 0.34% -30,576 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,820 shares; 2024Q4: 259,062 shares; 2025Q1: 192,334 shares; 2025Q2: 200,097 shares; 2025Q3: 197,753 shares; 2025Q4: 221,101 shares; 2026Q1: 60,920 shares 60,920 $18.9M 0.31% -160,181 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558,439 shares; 2025Q4: 606,307 shares; 2026Q1: 369,499 shares 369,499 $18.4M 0.3% -236,808 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,879 shares; 2024Q4: 87,674 shares; 2025Q1: 77,740 shares; 2025Q2: 102,359 shares; 2025Q3: 107,908 shares; 2025Q4: 104,470 shares; 2026Q1: 47,481 shares 47,481 $17.7M 0.29% -56,989 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922,989 shares; 2024Q4: 1,950,524 shares; 2025Q1: 1,940,828 shares; 2025Q2: 2,036,000 shares; 2025Q3: 2,020,971 shares; 2025Q4: 2,016,347 shares; 2026Q1: 2,059,340 shares 2,059,340 $15.6M 0.26% +42,993 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,904,981 shares; 2024Q4: 6,669,079 shares; 2025Q1: 414,618 shares; 2025Q2: 4,855,196 shares; 2025Q3: 4,609,752 shares; 2025Q4: 8,465,262 shares; 2026Q1: 325,486 shares 325,486 $13.6M 0.22% -8,139,776 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,798 shares; 2024Q4: 139,031 shares; 2025Q1: 139,031 shares; 2025Q2: 131,146 shares; 2025Q3: 131,146 shares; 2025Q4: 131,761 shares; 2026Q1: 136,346 shares 136,346 $12.8M 0.21% +4,585 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,453 shares; 2024Q4: 17,640 shares; 2025Q1: 12,207 shares; 2025Q2: 31,709 shares; 2025Q3: 39,282 shares; 2025Q4: 29,761 shares; 2026Q1: 11,509 shares 11,509 $11.5M 0.19% -18,252 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,808 shares; 2024Q4: 106,102 shares; 2025Q1: 102,230 shares; 2025Q2: 99,888 shares; 2025Q3: 97,390 shares; 2025Q4: 95,279 shares; 2026Q1: 92,901 shares 92,901 $10.5M 0.17% -2,378 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 41,542 shares; 2025Q1: 40,875 shares; 2025Q2: 40,584 shares; 2025Q3: 40,271 shares; 2025Q4: 41,433 shares; 2026Q1: 38,983 shares 38,983 $9.67M 0.16% -2,450 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 16,571 shares; 2025Q1: 16,130 shares; 2025Q2: 15,378 shares; 2025Q3: 15,243 shares; 2025Q4: 15,193 shares; 2026Q1: 14,964 shares 14,964 $9.23M 0.15% -229 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,360 shares; 2024Q4: 90,951 shares; 2025Q1: 89,387 shares; 2025Q2: 92,573 shares; 2025Q3: 93,147 shares; 2025Q4: 88,072 shares; 2026Q1: 80,807 shares 80,807 $9.16M 0.15% -7,265 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 26,333 shares; 2025Q1: 26,333 shares; 2025Q2: 26,333 shares; 2025Q3: 26,333 shares; 2025Q4: 26,333 shares; 2026Q1: 26,339 shares 26,339 $9.06M 0.15% +6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 9,919 shares; 2025Q1: 10,899 shares; 2025Q2: 13,850 shares; 2025Q3: 15,910 shares; 2025Q4: 16,993 shares; 2026Q1: 15,979 shares 15,979 $8.77M 0.14% -1,014 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,540 shares; 2024Q4: 267,518 shares; 2025Q1: 262,507 shares; 2025Q2: 276,004 shares; 2025Q3: 277,823 shares; 2025Q4: 300,219 shares; 2026Q1: 291,254 shares 291,254 $8.44M 0.14% -8,965 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,092 shares; 2024Q4: 69,737 shares; 2025Q1: 63,407 shares; 2025Q2: 70,893 shares; 2025Q3: 81,573 shares; 2025Q4: 83,338 shares; 2026Q1: 41,297 shares 41,297 $8.4M 0.14% -42,041 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 23,203 shares; 2025Q1: 22,242 shares; 2025Q2: 24,644 shares; 2025Q3: 25,669 shares; 2025Q4: 26,196 shares; 2026Q1: 16,400 shares 16,400 $7.86M 0.13% -9,796 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,189 shares; 2024Q4: 50,684 shares; 2025Q1: 51,009 shares; 2025Q2: 50,572 shares; 2025Q3: 50,868 shares; 2025Q4: 57,791 shares; 2026Q1: 59,462 shares 59,462 $7.72M 0.13% +1,671 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,306 shares; 2024Q4: 106,752 shares; 2025Q1: 105,463 shares; 2025Q2: 104,412 shares; 2025Q3: 111,373 shares; 2025Q4: 104,643 shares; 2026Q1: 100,909 shares 100,909 $7.52M 0.12% -3,734 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,614 shares; 2024Q4: 67,124 shares; 2025Q1: 66,774 shares; 2025Q2: 67,132 shares; 2025Q3: 67,179 shares; 2025Q4: 67,193 shares; 2026Q1: 65,871 shares 65,871 $7.4M 0.12% -1,322 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,547 shares; 2024Q4: 104,655 shares; 2025Q1: 104,363 shares; 2025Q2: 104,801 shares; 2025Q3: 104,873 shares; 2025Q4: 104,885 shares; 2026Q1: 103,710 shares 103,710 $7.05M 0.12% -1,175 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,036 shares; 2024Q4: 77,117 shares; 2025Q1: 76,888 shares; 2025Q2: 77,049 shares; 2025Q3: 77,103 shares; 2025Q4: 77,112 shares; 2026Q1: 76,294 shares 76,294 $7.02M 0.11% -818 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,234 shares; 2024Q4: 27,631 shares; 2025Q1: 25,364 shares; 2025Q2: 33,103 shares; 2025Q3: 34,134 shares; 2025Q4: 34,309 shares; 2026Q1: 55,075 shares 55,075 $6.84M 0.11% +20,766 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,667 shares; 2025Q1: 43,540 shares; 2025Q2: 99,491 shares; 2025Q3: 108,660 shares; 2025Q4: 119,748 shares; 2026Q1: 44,839 shares 44,839 $6.56M 0.11% -74,909 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,687 shares; 2024Q4: 42,768 shares; 2025Q1: 42,560 shares; 2025Q2: 45,735 shares; 2025Q3: 42,522 shares; 2025Q4: 42,528 shares; 2026Q1: 53,653 shares 53,653 $6.31M 0.1% +11,125 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 28,032 shares; 2025Q1: 25,619 shares; 2025Q2: 25,723 shares; 2025Q3: 25,747 shares; 2025Q4: 25,758 shares; 2026Q1: 24,675 shares 24,675 $6.1M 0.1% -1,083 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,909 shares; 2024Q4: 201,501 shares; 2025Q1: 201,978 shares; 2025Q2: 207,110 shares; 2025Q3: 207,816 shares; 2025Q4: 227,178 shares; 2026Q1: 252,013 shares 252,013 $6M 0.1% +24,835 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,676 shares; 2024Q4: 88,869 shares; 2025Q1: 88,364 shares; 2025Q2: 88,651 shares; 2025Q3: 88,765 shares; 2025Q4: 88,784 shares; 2026Q1: 86,947 shares 86,947 $5.78M 0.09% -1,837 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,780 shares; 2024Q4: 105,337 shares; 2025Q1: 98,325 shares; 2025Q2: 98,267 shares; 2025Q3: 98,267 shares; 2025Q4: 98,267 shares; 2026Q1: 98,310 shares 98,310 $5.74M 0.09% +43 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 12,916 shares; 2025Q1: 11,130 shares; 2025Q2: 20,130 shares; 2025Q3: 23,939 shares; 2025Q4: 275,474 shares; 2026Q1: 59,412 shares 59,412 $5.71M 0.09% -216,062 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,285 shares; 2024Q4: 113,861 shares; 2025Q1: 113,869 shares; 2025Q2: 106,260 shares; 2025Q3: 106,260 shares; 2025Q4: 122,097 shares; 2026Q1: 106,260 shares 106,260 $5.64M 0.09% -15,837 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 15,110 shares; 2025Q1: 14,946 shares; 2025Q2: 41,139 shares; 2025Q3: 46,922 shares; 2025Q4: 51,100 shares; 2026Q1: 42,683 shares 42,683 $5.59M 0.09% -8,417 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,305 shares; 2024Q4: 130,047 shares; 2025Q1: 128,171 shares; 2025Q2: 135,807 shares; 2025Q3: 137,445 shares; 2025Q4: 151,981 shares; 2026Q1: 111,431 shares 111,431 $5.59M 0.09% -40,550 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 23,300 shares; 2025Q1: 22,942 shares; 2025Q2: 22,657 shares; 2025Q3: 22,736 shares; 2025Q4: 22,717 shares; 2026Q1: 21,711 shares 21,711 $5.3M 0.09% -1,006 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,540 shares; 2024Q4: 73,199 shares; 2025Q1: 72,518 shares; 2025Q2: 72,281 shares; 2025Q3: 72,419 shares; 2025Q4: 72,442 shares; 2026Q1: 70,311 shares 70,311 $5.09M 0.08% -2,131 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,477 shares; 2024Q4: 28,522 shares; 2025Q1: 28,405 shares; 2025Q2: 28,625 shares; 2025Q3: 28,655 shares; 2025Q4: 28,660 shares; 2026Q1: 28,179 shares 28,179 $5.07M 0.08% -481 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,423 shares; 2024Q4: 87,911 shares; 2025Q1: 86,977 shares; 2025Q2: 89,494 shares; 2025Q3: 90,211 shares; 2025Q4: 82,778 shares; 2026Q1: 76,563 shares 76,563 $5.05M 0.08% -6,215 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,437 shares; 2024Q4: 26,624 shares; 2025Q1: 26,671 shares; 2025Q2: 24,836 shares; 2025Q3: 24,866 shares; 2025Q4: 29,452 shares; 2026Q1: 24,399 shares 24,399 $5.04M 0.08% -5,053 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,134 shares; 2024Q4: 66,858 shares; 2025Q1: 66,222 shares; 2025Q2: 66,998 shares; 2025Q3: 60,803 shares; 2025Q4: 60,803 shares; 2026Q1: 60,804 shares 60,804 $4.98M 0.08% +1 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,425 shares; 2024Q4: 131,428 shares; 2025Q1: 130,751 shares; 2025Q2: 131,175 shares; 2025Q3: 131,331 shares; 2025Q4: 131,357 shares; 2026Q1: 128,899 shares 128,899 $4.92M 0.08% -2,458 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,916 shares; 2024Q4: 88,310 shares; 2025Q1: 90,627 shares; 2025Q2: 94,363 shares; 2025Q3: 94,848 shares; 2025Q4: 106,886 shares; 2026Q1: 114,579 shares 114,579 $4.86M 0.08% +7,693 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 13,876 shares; 2025Q1: not reported; 2025Q2: 13,853 shares; 2025Q3: 17,518 shares; 2025Q4: 19,936 shares; 2026Q1: 19,449 shares 19,449 $4.86M 0.08% -487 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,447 shares; 2024Q4: 253,788 shares; 2025Q1: 263,346 shares; 2025Q2: 270,558 shares; 2025Q3: 271,485 shares; 2025Q4: 308,129 shares; 2026Q1: 342,705 shares 342,705 $4.83M 0.08% +34,576 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,756 shares; 2024Q4: 131,063 shares; 2025Q1: 111,119 shares; 2025Q2: 118,536 shares; 2025Q3: 132,683 shares; 2025Q4: 147,518 shares; 2026Q1: 61,286 shares 61,286 $4.76M 0.08% -86,232 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,198 shares; 2024Q4: 74,176 shares; 2025Q1: 73,902 shares; 2025Q2: 74,419 shares; 2025Q3: 81,162 shares; 2025Q4: 82,704 shares; 2026Q1: 73,343 shares 73,343 $4.7M 0.08% -9,361 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,802 shares; 2024Q4: 30,721 shares; 2025Q1: 26,641 shares; 2025Q2: 28,412 shares; 2025Q3: 28,586 shares; 2025Q4: 29,252 shares; 2026Q1: 13,378 shares 13,378 $4.52M 0.07% -15,874 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,000 shares; 2024Q4: 99,000 shares; 2025Q1: 99,300 shares; 2025Q2: 197,439 shares; 2025Q3: 202,941 shares; 2025Q4: 99,736 shares; 2026Q1: 93,770 shares 93,770 $4.49M 0.07% -5,966 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,022 shares; 2024Q4: 70,148 shares; 2025Q1: 69,948 shares; 2025Q2: 70,936 shares; 2025Q3: 71,676 shares; 2025Q4: 71,693 shares; 2026Q1: 70,040 shares 70,040 $4.46M 0.07% -1,653 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 7,530 shares; 2025Q1: 6,606 shares; 2025Q2: 8,800 shares; 2025Q3: 9,044 shares; 2025Q4: 9,106 shares; 2026Q1: 4,715 shares 4,715 $4.34M 0.07% -4,391 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,833 shares; 2024Q4: 127,753 shares; 2025Q1: 117,479 shares; 2025Q2: 127,218 shares; 2025Q3: 128,536 shares; 2025Q4: 142,034 shares; 2026Q1: 115,343 shares 115,343 $4.33M 0.07% -26,691 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,357 shares; 2024Q4: 54,486 shares; 2025Q1: 54,067 shares; 2025Q2: 54,612 shares; 2025Q3: 54,707 shares; 2025Q4: 54,725 shares; 2026Q1: 53,055 shares 53,055 $4.29M 0.07% -1,670 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 23,450 shares; 2025Q1: 23,450 shares; 2025Q2: 23,450 shares; 2025Q3: 23,450 shares; 2025Q4: 23,450 shares; 2026Q1: 23,456 shares 23,456 $4.2M 0.07% +6 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,767 shares; 2024Q4: 340,890 shares; 2025Q1: 338,526 shares; 2025Q2: 346,351 shares; 2025Q3: 350,933 shares; 2025Q4: 395,975 shares; 2026Q1: 309,411 shares 309,411 $4.18M 0.07% -86,564 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,279 shares; 2024Q4: 84,811 shares; 2025Q1: 86,758 shares; 2025Q2: 76,278 shares; 2025Q3: 76,278 shares; 2025Q4: 76,278 shares; 2026Q1: 76,278 shares 76,278 $4.14M 0.07% 0 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,421 shares; 2024Q4: 143,272 shares; 2025Q1: 143,272 shares; 2025Q2: 143,272 shares; 2025Q3: 143,272 shares; 2025Q4: 143,272 shares; 2026Q1: 143,272 shares 143,272 $4.08M 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,547 shares; 2024Q4: 20,015 shares; 2025Q1: 17,916 shares; 2025Q2: 20,976 shares; 2025Q3: 20,968 shares; 2025Q4: 21,351 shares; 2026Q1: 11,468 shares 11,468 $4.04M 0.07% -9,883 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,108 shares; 2024Q4: 111,493 shares; 2025Q1: 110,859 shares; 2025Q2: 112,381 shares; 2025Q3: 112,567 shares; 2025Q4: 151,172 shares; 2026Q1: 109,725 shares 109,725 $3.86M 0.06% -41,447 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: 25,077 shares; 2025Q1: 22,277 shares; 2025Q2: 20,727 shares; 2025Q3: 21,808 shares; 2025Q4: 25,784 shares; 2026Q1: 12,905 shares 12,905 $3.8M 0.06% -12,879 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 32,180 shares; 2025Q1: 32,292 shares; 2025Q2: 32,797 shares; 2025Q3: 28,136 shares; 2025Q4: 28,184 shares; 2026Q1: 28,184 shares 28,184 $3.59M 0.06% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,848 shares; 2024Q4: 52,789 shares; 2025Q1: 52,816 shares; 2025Q2: 52,380 shares; 2025Q3: 52,506 shares; 2025Q4: 64,707 shares; 2026Q1: 50,573 shares 50,573 $3.58M 0.06% -14,134 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,234 shares; 2024Q4: 46,036 shares; 2025Q1: 40,938 shares; 2025Q2: 41,283 shares; 2025Q3: 38,135 shares; 2025Q4: 38,186 shares; 2026Q1: 20,717 shares 20,717 $3.51M 0.06% -17,469 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 19,313 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares; 2025Q4: 19,313 shares; 2026Q1: 19,313 shares 19,313 $3.47M 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 20,853 shares; 2025Q1: 20,626 shares; 2025Q2: 20,657 shares; 2025Q3: 20,705 shares; 2025Q4: 20,713 shares; 2026Q1: 19,956 shares 19,956 $3.37M 0.06% -757 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 27,419 shares; 2025Q1: 23,777 shares; 2025Q2: 22,656 shares; 2025Q3: 22,654 shares; 2025Q4: 23,171 shares; 2026Q1: 9,797 shares 9,797 $3.35M 0.05% -13,374 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 14,471 shares; 2025Q1: 12,996 shares; 2025Q2: 14,250 shares; 2025Q3: 13,805 shares; 2025Q4: 15,976 shares; 2026Q1: 6,728 shares 6,728 $3.34M 0.05% -9,248 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,489 shares; 2024Q4: 88,489 shares; 2025Q1: 88,489 shares; 2025Q2: 88,490 shares; 2025Q3: 88,490 shares; 2025Q4: 88,489 shares; 2026Q1: 88,490 shares 88,490 $3.25M 0.05% +1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,036 shares; 2024Q4: 129,932 shares; 2025Q1: 136,864 shares; 2025Q2: 148,309 shares; 2025Q3: 151,424 shares; 2025Q4: 177,696 shares; 2026Q1: 113,096 shares 113,096 $3.18M 0.05% -64,600 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,103 shares; 2025Q1: 31,286 shares; 2025Q2: 34,720 shares; 2025Q3: 34,599 shares; 2025Q4: 35,413 shares; 2026Q1: 14,857 shares 14,857 $3.17M 0.05% -20,556 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,518 shares; 2024Q4: 41,762 shares; 2025Q1: 36,396 shares; 2025Q2: 41,348 shares; 2025Q3: 41,342 shares; 2025Q4: 47,726 shares; 2026Q1: 20,246 shares 20,246 $3.14M 0.05% -27,480 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,752 shares; 2024Q4: 46,771 shares; 2025Q1: 41,929 shares; 2025Q2: 43,010 shares; 2025Q3: 42,978 shares; 2025Q4: 43,728 shares; 2026Q1: 24,306 shares 24,306 $3.13M 0.05% -19,422 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,657 shares; 2024Q4: 59,100 shares; 2025Q1: 57,192 shares; 2025Q2: 57,310 shares; 2025Q3: 62,090 shares; 2025Q4: 69,608 shares; 2026Q1: 49,741 shares 49,741 $3.05M 0.05% -19,867 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 43,658 shares; 2025Q1: 49,848 shares; 2025Q2: 42,840 shares; 2025Q3: 42,930 shares; 2025Q4: 42,945 shares; 2026Q1: 41,568 shares 41,568 $3.02M 0.05% -1,377 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,477 shares; 2024Q4: 19,075 shares; 2025Q1: 19,811 shares; 2025Q2: 20,206 shares; 2025Q3: 21,578 shares; 2025Q4: 21,669 shares; 2026Q1: 14,197 shares 14,197 $2.94M 0.05% -7,472 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,443 shares; 2024Q4: 126,353 shares; 2025Q1: 118,570 shares; 2025Q2: 119,305 shares; 2025Q3: 120,342 shares; 2025Q4: 143,259 shares; 2026Q1: 96,128 shares 96,128 $2.76M 0.05% -47,131 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,288 shares; 2026Q1: 71,288 shares 71,288 $2.74M 0.04% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,913 shares; 2024Q4: 245,913 shares; 2025Q1: 245,913 shares; 2025Q2: 245,913 shares; 2025Q3: 245,913 shares; 2025Q4: 245,913 shares; 2026Q1: 245,913 shares 245,913 $2.64M 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,147 shares; 2024Q4: 17,193 shares; 2025Q1: 17,985 shares; 2025Q2: 23,275 shares; 2025Q3: 22,810 shares; 2025Q4: 23,182 shares; 2026Q1: 31,156 shares 31,156 $2.57M 0.04% +7,974 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 14,218 shares; 2025Q1: 12,750 shares; 2025Q2: 13,042 shares; 2025Q3: 13,457 shares; 2025Q4: 16,536 shares; 2026Q1: 8,405 shares 8,405 $2.54M 0.04% -8,131 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074,605 shares; 2024Q4: 2,418,951 shares; 2025Q1: not reported; 2025Q2: 1,683,668 shares; 2025Q3: 1,604,722 shares; 2025Q4: 1,451,008 shares; 2026Q1: 13,739 shares 13,739 $2.54M 0.04% -1,437,269 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 12,078 shares; 2025Q1: 13,597 shares; 2025Q2: 19,402 shares; 2025Q3: 22,959 shares; 2025Q4: 26,051 shares; 2026Q1: 26,671 shares 26,671 $2.48M 0.04% +620 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,755 shares; 2024Q4: 28,836 shares; 2025Q1: 31,122 shares; 2025Q2: 31,942 shares; 2025Q3: 32,200 shares; 2025Q4: 35,273 shares; 2026Q1: 28,133 shares 28,133 $2.44M 0.04% -7,140 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 9,396 shares; 2025Q1: 8,836 shares; 2025Q2: 14,076 shares; 2025Q3: 14,276 shares; 2025Q4: 10,129 shares; 2026Q1: 18,200 shares 18,200 $2.4M 0.04% +8,071 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,348 shares; 2024Q4: 41,922 shares; 2025Q1: 33,392 shares; 2025Q2: 39,094 shares; 2025Q3: 39,049 shares; 2025Q4: 39,948 shares; 2026Q1: 16,852 shares 16,852 $2.35M 0.04% -23,096 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 18,879 shares; 2025Q1: 16,510 shares; 2025Q2: 18,203 shares; 2025Q3: 18,803 shares; 2025Q4: 18,903 shares; 2026Q1: 9,598 shares 9,598 $2.35M 0.04% -9,305 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,887 shares; 2024Q4: 129,968 shares; 2025Q1: 130,816 shares; 2025Q2: 135,186 shares; 2025Q3: 136,692 shares; 2025Q4: 161,119 shares; 2026Q1: 119,191 shares 119,191 $2.29M 0.04% -41,928 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,699 shares; 2024Q4: 34,692 shares; 2025Q1: 36,446 shares; 2025Q2: 38,354 shares; 2025Q3: 87,540 shares; 2025Q4: 94,915 shares; 2026Q1: 102,895 shares 102,895 $2.26M 0.04% +7,980 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,831 shares; 2024Q4: 129,568 shares; 2025Q1: 113,163 shares; 2025Q2: 122,487 shares; 2025Q3: 117,883 shares; 2025Q4: 120,666 shares; 2026Q1: 50,518 shares 50,518 $2.23M 0.04% -70,148 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 19,949 shares; 2025Q1: 18,630 shares; 2025Q2: 23,215 shares; 2025Q3: 25,514 shares; 2025Q4: 36,314 shares; 2026Q1: 36,586 shares 36,586 $2.22M 0.04% +272 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,796 shares; 2024Q4: 96,560 shares; 2025Q1: 98,685 shares; 2025Q2: 99,857 shares; 2025Q3: 85,729 shares; 2025Q4: 85,730 shares; 2026Q1: 85,735 shares 85,735 $2.19M 0.04% +5 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 36,374 shares; 2025Q1: 33,569 shares; 2025Q2: 29,358 shares; 2025Q3: 37,775 shares; 2025Q4: 51,509 shares; 2026Q1: 44,525 shares 44,525 $2.18M 0.04% -6,984 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 27,429 shares; 2025Q1: 24,036 shares; 2025Q2: 26,745 shares; 2025Q3: 26,022 shares; 2025Q4: 26,491 shares; 2026Q1: 11,100 shares 11,100 $2.15M 0.04% -15,391 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 10,385 shares; 2025Q1: 12,367 shares; 2025Q2: 15,970 shares; 2025Q3: 19,325 shares; 2025Q4: 45,962 shares; 2026Q1: 49,464 shares 49,464 $2.06M 0.03% +3,502 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 14,912 shares; 2025Q1: 5,842 shares; 2025Q2: 7,036 shares; 2025Q3: 4,069 shares; 2025Q4: 13,084 shares; 2026Q1: 14,115 shares 14,115 $2.04M 0.03% +1,031 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 24,366 shares; 2025Q1: 24,923 shares; 2025Q2: 31,299 shares; 2025Q3: 30,905 shares; 2025Q4: 30,584 shares; 2026Q1: 40,503 shares 40,503 $2M 0.03% +9,919 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 10,293 shares; 2025Q1: 8,955 shares; 2025Q2: 9,862 shares; 2025Q3: 9,850 shares; 2025Q4: 10,051 shares; 2026Q1: 4,252 shares 4,252 $1.96M 0.03% -5,799 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 19,431 shares; 2025Q1: 16,890 shares; 2025Q2: 18,824 shares; 2025Q3: 19,279 shares; 2025Q4: 19,705 shares; 2026Q1: 8,606 shares 8,606 $1.95M 0.03% -11,099 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 4,313 shares; 2025Q1: 4,498 shares; 2025Q2: 5,452 shares; 2025Q3: 5,605 shares; 2025Q4: 9,294 shares; 2026Q1: 11,733 shares 11,733 $1.93M 0.03% +2,439 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 27,043 shares; 2025Q1: 13,009 shares; 2025Q2: 14,768 shares; 2025Q3: 15,629 shares; 2025Q4: 31,156 shares; 2026Q1: 38,208 shares 38,208 $1.92M 0.03% +7,052 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 3,153 shares; 2025Q1: 4,460 shares; 2025Q2: 5,862 shares; 2025Q3: 6,574 shares; 2025Q4: 20,712 shares; 2026Q1: 23,590 shares 23,590 $1.9M 0.03% +2,878 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 14,384 shares; 2025Q1: 12,473 shares; 2025Q2: 13,502 shares; 2025Q3: 13,631 shares; 2025Q4: 13,939 shares; 2026Q1: 5,967 shares 5,967 $1.9M 0.03% -7,972 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 2,537 shares; 2025Q1: 1,277 shares; 2025Q2: 2,913 shares; 2025Q3: 3,152 shares; 2025Q4: 4,883 shares; 2026Q1: 5,326 shares 5,326 $1.9M 0.03% +443 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,671 shares; 2025Q1: 5,145 shares; 2025Q2: 5,920 shares; 2025Q3: 4,346 shares; 2025Q4: 17,268 shares; 2026Q1: 20,756 shares 20,756 $1.88M 0.03% +3,488 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,007 shares; 2025Q1: 881 shares; 2025Q2: 942 shares; 2025Q3: 941 shares; 2025Q4: 954 shares; 2026Q1: 436 shares 436 $1.84M 0.03% -518 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,657 shares; 2025Q1: 6,636 shares; 2025Q2: 8,918 shares; 2025Q3: 8,914 shares; 2025Q4: 9,274 shares; 2026Q1: 3,970 shares 3,970 $1.77M 0.03% -5,304 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,795 shares; 2024Q4: 136,795 shares; 2025Q1: 136,795 shares; 2025Q2: 136,795 shares; 2025Q3: 136,795 shares; 2025Q4: 136,795 shares; 2026Q1: 136,795 shares 136,795 $1.72M 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,962 shares; 2025Q4: 26,723 shares; 2026Q1: 33,228 shares 33,228 $1.68M 0.03% +6,505 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,863 shares; 2025Q1: 2,480 shares; 2025Q2: 2,565 shares; 2025Q3: 2,561 shares; 2025Q4: 2,619 shares; 2026Q1: 7,717 shares 7,717 $1.67M 0.03% +5,098 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,455 shares; 2025Q1: 2,127 shares; 2025Q2: 5,739 shares; 2025Q3: 6,299 shares; 2025Q4: 11,068 shares; 2026Q1: 17,052 shares 17,052 $1.67M 0.03% +5,984 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,903 shares; 2025Q1: 4,265 shares; 2025Q2: 5,453 shares; 2025Q3: 5,525 shares; 2025Q4: 5,798 shares; 2026Q1: 5,330 shares 5,330 $1.66M 0.03% -468 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,274 shares; 2024Q4: 34,019 shares; 2025Q1: 34,376 shares; 2025Q2: 34,701 shares; 2025Q3: 34,946 shares; 2025Q4: 44,082 shares; 2026Q1: 30,605 shares 30,605 $1.64M 0.03% -13,477 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 661 shares; 2025Q1: 639 shares; 2025Q2: 647 shares; 2025Q3: 635 shares; 2025Q4: 527 shares; 2026Q1: 484 shares 484 $1.63M 0.03% -43 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 18,410 shares; 2025Q1: 16,214 shares; 2025Q2: 20,879 shares; 2025Q3: 20,821 shares; 2025Q4: 21,252 shares; 2026Q1: 10,047 shares 10,047 $1.61M 0.03% -11,205 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,356 shares; 2025Q1: 2,987 shares; 2025Q2: 3,504 shares; 2025Q3: 3,872 shares; 2025Q4: 3,890 shares; 2026Q1: 2,269 shares 2,269 $1.61M 0.03% -1,621 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 21,318 shares; 2025Q1: 20,906 shares; 2025Q2: 28,066 shares; 2025Q3: 31,159 shares; 2025Q4: 33,008 shares; 2026Q1: 7,340 shares 7,340 $1.6M 0.03% -25,668 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,830 shares; 2025Q2: 8,693 shares; 2025Q3: 9,024 shares; 2025Q4: 16,213 shares; 2026Q1: 22,687 shares 22,687 $1.57M 0.03% +6,474 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,574 shares; 2025Q1: 5,699 shares; 2025Q2: 5,791 shares; 2025Q3: 5,947 shares; 2025Q4: 6,165 shares; 2026Q1: 3,013 shares 3,013 $1.51M 0.02% -3,152 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 6,290 shares; 2025Q1: 8,971 shares; 2025Q2: 11,243 shares; 2025Q3: 11,542 shares; 2025Q4: 11,528 shares; 2026Q1: 8,056 shares 8,056 $1.5M 0.02% -3,472 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,907 shares; 2025Q1: 4,264 shares; 2025Q2: 5,435 shares; 2025Q3: 5,945 shares; 2025Q4: 12,791 shares; 2026Q1: 22,979 shares 22,979 $1.48M 0.02% +10,188 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,610 shares; 2025Q1: 6,614 shares; 2025Q2: 7,684 shares; 2025Q3: 7,606 shares; 2025Q4: 7,776 shares; 2026Q1: 3,302 shares 3,302 $1.43M 0.02% -4,474 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,685 shares; 2025Q1: 8,438 shares; 2025Q2: 9,969 shares; 2025Q3: 12,287 shares; 2025Q4: 12,340 shares; 2026Q1: 7,397 shares 7,397 $1.43M 0.02% -4,943 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,908 shares 3,908 $1.42M 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 14,991 shares; 2025Q1: 12,999 shares; 2025Q2: 25,100 shares; 2025Q3: 24,964 shares; 2025Q4: 25,973 shares; 2026Q1: 6,644 shares 6,644 $1.4M 0.02% -19,329 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 16,184 shares; 2025Q1: 14,182 shares; 2025Q2: 17,936 shares; 2025Q3: 18,381 shares; 2025Q4: 18,719 shares; 2026Q1: 9,489 shares 9,489 $1.37M 0.02% -9,230 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,193 shares; 2025Q1: 14,912 shares; 2025Q2: 24,691 shares; 2025Q3: 26,403 shares; 2025Q4: 31,844 shares; 2026Q1: 11,334 shares 11,334 $1.36M 0.02% -20,510 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,709 shares; 2024Q4: 14,126 shares; 2025Q1: 12,338 shares; 2025Q2: 12,458 shares; 2025Q3: 12,654 shares; 2025Q4: 12,936 shares; 2026Q1: 5,608 shares 5,608 $1.36M 0.02% -7,328 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,068 shares; 2024Q4: 12,061 shares; 2025Q1: 12,659 shares; 2025Q2: 13,313 shares; 2025Q3: 17,241 shares; 2025Q4: 18,802 shares; 2026Q1: 21,142 shares 21,142 $1.35M 0.02% +2,340 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 47,054 shares; 2025Q1: 41,360 shares; 2025Q2: 47,192 shares; 2025Q3: 51,476 shares; 2025Q4: 52,063 shares; 2026Q1: 26,674 shares 26,674 $1.3M 0.02% -25,389 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,782 shares; 2025Q1: 8,360 shares; 2025Q2: 9,161 shares; 2025Q3: 9,262 shares; 2025Q4: 9,281 shares; 2026Q1: 7,454 shares 7,454 $1.29M 0.02% -1,827 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,847 shares; 2025Q1: 6,093 shares; 2025Q2: 7,514 shares; 2025Q3: 7,662 shares; 2025Q4: 7,702 shares; 2026Q1: 3,853 shares 3,853 $1.27M 0.02% -3,849 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,230 shares; 2024Q4: 33,263 shares; 2025Q1: 28,848 shares; 2025Q2: 32,532 shares; 2025Q3: 32,467 shares; 2025Q4: 33,232 shares; 2026Q1: 13,967 shares 13,967 $1.25M 0.02% -19,265 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,172 shares; 2025Q1: 5,468 shares; 2025Q2: 6,787 shares; 2025Q3: 7,019 shares; 2025Q4: 7,173 shares; 2026Q1: 3,188 shares 3,188 $1.24M 0.02% -3,985 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 26,050 shares; 2025Q1: 22,812 shares; 2025Q2: 29,610 shares; 2025Q3: 30,576 shares; 2025Q4: 30,737 shares; 2026Q1: 15,495 shares 15,495 $1.18M 0.02% -15,242 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,378 shares; 2024Q4: 45,417 shares; 2025Q1: 41,203 shares; 2025Q2: 40,841 shares; 2025Q3: 40,803 shares; 2025Q4: 41,442 shares; 2026Q1: 25,211 shares 25,211 $1.14M 0.02% -16,231 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675 shares; 2025Q4: 6,195 shares; 2026Q1: 2,792 shares 2,792 $1.11M 0.02% -3,403 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 9,902 shares; 2025Q1: 7,880 shares; 2025Q2: 6,789 shares; 2025Q3: 9,141 shares; 2025Q4: 7,685 shares; 2026Q1: 6,398 shares 6,398 $1.11M 0.02% -1,287 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 7,005 shares; 2025Q1: 6,100 shares; 2025Q2: 7,451 shares; 2025Q3: 7,697 shares; 2025Q4: 7,738 shares; 2026Q1: 3,891 shares 3,891 $1.1M 0.02% -3,847 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,993 shares; 2025Q4: 9,637 shares; 2026Q1: 4,040 shares 4,040 $1.09M 0.02% -5,597 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,006 shares; 2024Q4: 23,732 shares; 2025Q1: 20,580 shares; 2025Q2: 25,309 shares; 2025Q3: 25,277 shares; 2025Q4: 25,869 shares; 2026Q1: 10,875 shares 10,875 $1.08M 0.02% -14,994 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,276 shares; 2024Q4: 178,927 shares; 2025Q1: 178,927 shares; 2025Q2: 178,927 shares; 2025Q3: 178,927 shares; 2025Q4: 178,927 shares; 2026Q1: 178,927 shares 178,927 $1.07M 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,906 shares; 2025Q1: 13,040 shares; 2025Q2: 15,949 shares; 2025Q3: 19,047 shares; 2025Q4: 20,055 shares; 2026Q1: 11,417 shares 11,417 $1.06M 0.02% -8,638 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,925 shares; 2025Q1: 6,866 shares; 2025Q2: 7,284 shares; 2025Q3: 7,524 shares; 2025Q4: 7,760 shares; 2026Q1: 3,849 shares 3,849 $1.04M 0.02% -3,911 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,757 shares; 2024Q4: 12,100 shares; 2025Q1: 10,558 shares; 2025Q2: 50,063 shares; 2025Q3: 11,769 shares; 2025Q4: 11,992 shares; 2026Q1: 5,102 shares 5,102 $1.04M 0.02% -6,890 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,102 shares; 2025Q1: 2,709 shares; 2025Q2: 3,067 shares; 2025Q3: 3,040 shares; 2025Q4: 3,108 shares; 2026Q1: 1,340 shares 1,340 $1.04M 0.02% -1,768 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,694 shares; 2025Q1: 1,470 shares; 2025Q2: 51,288 shares; 2025Q3: 70,483 shares; 2025Q4: 83,090 shares; 2026Q1: 10,742 shares 10,742 $992K 0.02% -72,348 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,678 shares; 2025Q1: 1,459 shares; 2025Q2: 1,952 shares; 2025Q3: 2,095 shares; 2025Q4: 2,105 shares; 2026Q1: 1,126 shares 1,126 $983K 0.02% -979 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 10,406 shares; 2025Q1: 9,558 shares; 2025Q2: 11,279 shares; 2025Q3: 11,651 shares; 2025Q4: 12,083 shares; 2026Q1: 5,944 shares 5,944 $983K 0.02% -6,139 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,731 shares; 2024Q4: 25,885 shares; 2025Q1: 22,840 shares; 2025Q2: 25,768 shares; 2025Q3: 24,411 shares; 2025Q4: 24,541 shares; 2026Q1: 12,343 shares 12,343 $983K 0.02% -12,198 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,242 shares; 2025Q1: 1,952 shares; 2025Q2: 2,276 shares; 2025Q3: 2,272 shares; 2025Q4: 2,284 shares; 2026Q1: 1,161 shares 1,161 $982K 0.02% -1,123 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,028 shares; 2025Q1: 7,850 shares; 2025Q2: 8,162 shares; 2025Q3: 8,210 shares; 2025Q4: 8,216 shares; 2026Q1: 7,472 shares 7,472 $980K 0.02% -744 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,132 shares; 2024Q4: 57,852 shares; 2025Q1: 50,180 shares; 2025Q2: 52,672 shares; 2025Q3: 52,598 shares; 2025Q4: 53,839 shares; 2026Q1: 22,616 shares 22,616 $928K 0.02% -31,223 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,548 shares; 2025Q1: 6,541 shares; 2025Q2: 7,703 shares; 2025Q3: 7,695 shares; 2025Q4: 7,875 shares; 2026Q1: 3,322 shares 3,322 $923K 0.02% -4,553 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,676 shares; 2024Q4: 38,838 shares; 2025Q1: 33,851 shares; 2025Q2: 37,031 shares; 2025Q3: 36,979 shares; 2025Q4: 37,845 shares; 2026Q1: 15,783 shares 15,783 $910K 0.01% -22,062 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,609 shares; 2025Q1: 8,535 shares; 2025Q2: 7,572 shares; 2025Q3: 7,559 shares; 2025Q4: 7,728 shares; 2026Q1: 3,223 shares 3,223 $900K 0.01% -4,505 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 10,013 shares; 2025Q1: 8,678 shares; 2025Q2: 11,423 shares; 2025Q3: 11,801 shares; 2025Q4: 11,864 shares; 2026Q1: 5,988 shares 5,988 $881K 0.01% -5,876 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,291 shares; 2025Q1: 6,320 shares; 2025Q2: 6,209 shares; 2025Q3: 6,203 shares; 2025Q4: 6,346 shares; 2026Q1: 2,692 shares 2,692 $880K 0.01% -3,654 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,078 shares; 2025Q1: 3,533 shares; 2025Q2: 4,210 shares; 2025Q3: 5,015 shares; 2025Q4: 5,132 shares; 2026Q1: 2,187 shares 2,187 $867K 0.01% -2,945 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 6,057 shares; 2025Q1: 5,279 shares; 2025Q2: 6,425 shares; 2025Q3: 6,758 shares; 2025Q4: 6,793 shares; 2026Q1: 3,500 shares 3,500 $848K 0.01% -3,293 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 4,015 shares; 2025Q3: 914 shares; 2025Q4: 1,096 shares; 2026Q1: 2,154 shares 2,154 $844K 0.01% +1,058 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,589 shares; 2025Q1: 8,316 shares; 2025Q2: 8,977 shares; 2025Q3: 8,965 shares; 2025Q4: 9,171 shares; 2026Q1: 3,891 shares 3,891 $843K 0.01% -5,280 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 11,475 shares; 2025Q1: 11,116 shares; 2025Q2: 11,697 shares; 2025Q3: 11,793 shares; 2025Q4: 11,784 shares; 2026Q1: 10,321 shares 10,321 $839K 0.01% -1,463 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,244 shares; 2025Q1: 9,153 shares; 2025Q2: 10,428 shares; 2025Q3: 9,114 shares; 2025Q4: 9,163 shares; 2026Q1: 4,652 shares 4,652 $766K 0.01% -4,511 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,661 shares; 2025Q1: 2,309 shares; 2025Q2: 2,979 shares; 2025Q3: 3,075 shares; 2025Q4: 3,091 shares; 2026Q1: 1,550 shares 1,550 $762K 0.01% -1,541 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,721 shares 24,721 $758K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 17,504 shares; 2025Q1: 15,887 shares; 2025Q2: 18,666 shares; 2025Q3: 18,877 shares; 2025Q4: 23,998 shares; 2026Q1: 6,554 shares 6,554 $757K 0.01% -17,444 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190 $756K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 23,650 shares; 2025Q1: 23,650 shares; 2025Q2: 26,775 shares; 2025Q3: 26,689 shares; 2025Q4: 29,043 shares; 2026Q1: 29,047 shares 29,047 $720K 0.01% +4 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,189 shares; 2024Q4: 30,082 shares; 2025Q1: 26,085 shares; 2025Q2: 27,360 shares; 2025Q3: 27,304 shares; 2025Q4: 27,956 shares; 2026Q1: 11,703 shares 11,703 $714K 0.01% -16,253 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,492 shares; 2025Q1: 3,523 shares; 2025Q2: 1,944 shares; 2025Q3: 2,026 shares; 2025Q4: 2,077 shares; 2026Q1: 1,178 shares 1,178 $712K 0.01% -899 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,663 shares; 2025Q1: 6,671 shares; 2025Q2: 8,640 shares; 2025Q3: 8,701 shares; 2025Q4: 9,147 shares; 2026Q1: 4,434 shares 4,434 $708K 0.01% -4,713 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,601 shares; 2025Q1: 10,348 shares; 2025Q2: 12,973 shares; 2025Q3: 13,400 shares; 2025Q4: 13,469 shares; 2026Q1: 6,764 shares 6,764 $694K 0.01% -6,705 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,294 shares; 2025Q1: 5,471 shares; 2025Q2: 6,213 shares; 2025Q3: 8,329 shares; 2025Q4: 8,363 shares; 2026Q1: 5,245 shares 5,245 $693K 0.01% -3,118 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 9,985 shares; 2025Q1: 8,464 shares; 2025Q2: 9,533 shares; 2025Q3: 9,439 shares; 2025Q4: 10,016 shares; 2026Q1: 4,080 shares 4,080 $690K 0.01% -5,936 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 984 shares; 2025Q1: 853 shares; 2025Q2: 968 shares; 2025Q3: 958 shares; 2025Q4: 983 shares; 2026Q1: 387 shares 387 $669K 0.01% -596 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,105 shares; 2024Q4: 19,694 shares; 2025Q1: 17,077 shares; 2025Q2: 19,069 shares; 2025Q3: 19,002 shares; 2025Q4: 19,446 shares; 2026Q1: 8,170 shares 8,170 $668K 0.01% -11,276 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,551 shares; 2025Q1: 14,350 shares; 2025Q2: 32,268 shares; 2025Q3: 32,236 shares; 2025Q4: 32,988 shares; 2026Q1: 13,849 shares 13,849 $643K 0.01% -19,139 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 12,183 shares; 2025Q1: 10,655 shares; 2025Q2: 11,796 shares; 2025Q3: 11,754 shares; 2025Q4: 12,024 shares; 2026Q1: 5,030 shares 5,030 $635K 0.01% -6,994 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,756 shares; 2025Q1: 3,288 shares; 2025Q2: 3,818 shares; 2025Q3: 3,929 shares; 2025Q4: 3,950 shares; 2026Q1: 2,031 shares 2,031 $614K 0.01% -1,919 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,961 shares; 2025Q1: 5,169 shares; 2025Q2: 5,766 shares; 2025Q3: 5,758 shares; 2025Q4: 5,890 shares; 2026Q1: 2,516 shares 2,516 $602K 0.01% -3,374 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 15,425 shares; 2025Q1: 13,382 shares; 2025Q2: 19,017 shares; 2025Q3: 18,924 shares; 2025Q4: 19,367 shares; 2026Q1: 8,132 shares 8,132 $589K 0.01% -11,235 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 11,479 shares; 2025Q1: 10,414 shares; 2025Q2: 11,624 shares; 2025Q3: 12,002 shares; 2025Q4: 12,065 shares; 2026Q1: 6,108 shares 6,108 $589K 0.01% -5,957 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 16,809 shares; 2025Q1: 14,577 shares; 2025Q2: 16,949 shares; 2025Q3: 16,917 shares; 2025Q4: 17,542 shares; 2026Q1: 7,261 shares 7,261 $577K 0.01% -10,281 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,857 shares; 2025Q1: 3,520 shares; 2025Q2: 4,410 shares; 2025Q3: 4,548 shares; 2025Q4: 4,571 shares; 2026Q1: 2,423 shares 2,423 $573K 0.01% -2,148 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 14,386 shares; 2025Q1: 12,546 shares; 2025Q2: 13,797 shares; 2025Q3: 13,639 shares; 2025Q4: 14,034 shares; 2026Q1: 5,526 shares 5,526 $565K 0.01% -8,508 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 832 shares; 2025Q2: 1,144 shares; 2025Q3: 1,162 shares; 2025Q4: 1,168 shares; 2026Q1: 585 shares 585 $563K 0.01% -583 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,990 shares; 2025Q1: 3,464 shares; 2025Q2: 4,405 shares; 2025Q3: 4,517 shares; 2025Q4: 4,541 shares; 2026Q1: 2,300 shares 2,300 $558K 0.01% -2,241 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 12,611 shares; 2025Q1: 11,146 shares; 2025Q2: 14,606 shares; 2025Q3: 15,086 shares; 2025Q4: 15,142 shares; 2026Q1: 7,612 shares 7,612 $548K 0.01% -7,530 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,955 shares; 2024Q4: 2,354,317 shares; 2025Q1: 2,375,293 shares; 2025Q2: 2,323,907 shares; 2025Q3: 2,320,341 shares; 2025Q4: 2,315,588 shares; 2026Q1: 5,960 shares 5,960 $545K 0.01% -2,309,628 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,448 shares; 2025Q1: 6,453 shares; 2025Q2: 6,137 shares; 2025Q3: 6,125 shares; 2025Q4: 6,267 shares; 2026Q1: 2,652 shares 2,652 $541K 0.01% -3,615 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,705 shares; 2025Q1: 1,497 shares; 2025Q2: 1,776 shares; 2025Q3: 1,830 shares; 2025Q4: 1,839 shares; 2026Q1: 948 shares 948 $534K 0.01% -891 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,525 shares; 2025Q1: 2,393 shares; 2025Q2: 2,857 shares; 2025Q3: 2,947 shares; 2025Q4: 2,962 shares; 2026Q1: 1,490 shares 1,490 $533K 0.01% -1,472 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 1,997 shares; 2025Q2: 2,035 shares; 2025Q3: 2,029 shares; 2025Q4: 2,076 shares; 2026Q1: 945 shares 945 $531K 0.01% -1,131 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 9,081 shares; 2025Q1: 8,037 shares; 2025Q2: 10,849 shares; 2025Q3: 11,203 shares; 2025Q4: 11,239 shares; 2026Q1: 5,609 shares 5,609 $527K 0.01% -5,630 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,763 shares; 2025Q2: 10,763 shares; 2025Q3: 10,763 shares; 2025Q4: 10,763 shares; 2026Q1: 10,763 shares 10,763 $526K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 854 shares; 2025Q4: 3,680 shares; 2026Q1: 1,570 shares 1,570 $519K 0.01% -2,110 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,576 shares; 2025Q1: 3,099 shares; 2025Q2: 4,928 shares; 2025Q3: 5,090 shares; 2025Q4: 5,434 shares; 2026Q1: 2,609 shares 2,609 $519K 0.01% -2,825 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 2,917 shares; 2025Q2: 3,604 shares; 2025Q3: 3,060 shares; 2025Q4: 3,178 shares; 2026Q1: 1,584 shares 1,584 $516K 0.01% -1,594 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 5,257 shares; 2025Q1: 4,725 shares; 2025Q2: 5,315 shares; 2025Q3: 6,577 shares; 2025Q4: 6,604 shares; 2026Q1: 3,901 shares 3,901 $511K 0.01% -2,703 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,920 shares; 2025Q1: 13,819 shares; 2025Q2: 12,872 shares; 2025Q3: 12,856 shares; 2025Q4: 13,152 shares; 2026Q1: 5,526 shares 5,526 $503K 0.01% -7,626 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,841 shares; 2025Q1: 1,593 shares; 2025Q2: 2,365 shares; 2025Q3: 7,180 shares; 2025Q4: 7,323 shares; 2026Q1: 3,299 shares 3,299 $495K 0.01% -4,024 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 7,458 shares; 2025Q1: 6,464 shares; 2025Q2: 7,461 shares; 2025Q3: 7,707 shares; 2025Q4: 7,748 shares; 2026Q1: 3,908 shares 3,908 $494K 0.01% -3,840 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,027 shares; 2025Q1: 1,773 shares; 2025Q2: 2,199 shares; 2025Q3: 2,267 shares; 2025Q4: 2,279 shares; 2026Q1: 1,155 shares 1,155 $491K 0.01% -1,124 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,502 shares; 2025Q1: 3,912 shares; 2025Q2: 4,932 shares; 2025Q3: 5,023 shares; 2025Q4: 5,050 shares; 2026Q1: 2,568 shares 2,568 $487K 0.01% -2,482 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,351 shares; 2025Q1: 3,771 shares; 2025Q2: 4,435 shares; 2025Q3: 4,579 shares; 2025Q4: 4,652 shares; 2026Q1: 2,338 shares 2,338 $464K 0.01% -2,314 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 6,479 shares; 2025Q1: 6,137 shares; 2025Q2: 7,734 shares; 2025Q3: 7,987 shares; 2025Q4: 5,429 shares; 2026Q1: 2,334 shares 2,334 $462K 0.01% -3,095 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,272 shares; 2025Q3: 1,302 shares; 2025Q4: 1,734 shares; 2026Q1: 1,103 shares 1,103 $460K 0.01% -631 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares 4,091 $459K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,940 shares; 2025Q1: 2,546 shares; 2025Q2: 2,880 shares; 2025Q3: 2,868 shares; 2025Q4: 2,931 shares; 2026Q1: 1,278 shares 1,278 $452K 0.01% -1,653 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 888 shares; 2025Q1: 770 shares; 2025Q2: 858 shares; 2025Q3: 939 shares; 2025Q4: 943 shares; 2026Q1: 520 shares 520 $450K 0.01% -423 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,181 shares; 2025Q1: 7,956 shares; 2025Q2: 9,766 shares; 2025Q3: 10,090 shares; 2025Q4: 10,144 shares; 2026Q1: 5,131 shares 5,131 $445K 0.01% -5,013 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,104 shares; 2025Q1: 5,381 shares; 2025Q2: 6,350 shares; 2025Q3: 6,836 shares; 2025Q4: 6,871 shares; 2026Q1: 3,616 shares 3,616 $444K 0.01% -3,255 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,775 shares; 2025Q1: 3,274 shares; 2025Q2: 4,267 shares; 2025Q3: 4,387 shares; 2025Q4: 4,410 shares; 2026Q1: 2,223 shares 2,223 $441K 0.01% -2,187 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,315 shares; 2025Q1: 1,130 shares; 2025Q2: 1,444 shares; 2025Q3: 2,242 shares; 2025Q4: 2,250 shares; 2026Q1: 1,509 shares 1,509 $438K 0.01% -741 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 526 shares; 2025Q1: 467 shares; 2025Q2: 536 shares; 2025Q3: 548 shares; 2025Q4: 2,553 shares; 2026Q1: 1,027 shares 1,027 $436K 0.01% -1,526 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,470 shares; 2025Q1: 6,759 shares; 2025Q2: 8,725 shares; 2025Q3: 8,561 shares; 2025Q4: 8,605 shares; 2026Q1: 4,497 shares 4,497 $434K 0.01% -4,108 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,790 shares; 2025Q1: 5,021 shares; 2025Q2: 5,440 shares; 2025Q3: 5,378 shares; 2025Q4: 5,533 shares; 2026Q1: 2,178 shares 2,178 $429K 0.01% -3,355 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,727 shares; 2025Q1: 5,828 shares; 2025Q2: 8,295 shares; 2025Q3: 8,283 shares; 2025Q4: 8,473 shares; 2026Q1: 3,597 shares 3,597 $425K 0.01% -4,876 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,368 shares; 2025Q1: 2,984 shares; 2025Q2: 4,114 shares; 2025Q3: 4,247 shares; 2025Q4: 4,269 shares; 2026Q1: 2,132 shares 2,132 $422K 0.01% -2,137 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,653 shares; 2025Q1: 4,900 shares; 2025Q2: 7,316 shares; 2025Q3: 7,556 shares; 2025Q4: 7,596 shares; 2026Q1: 3,873 shares 3,873 $419K 0.01% -3,723 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 15,393 shares; 2025Q1: 13,348 shares; 2025Q2: 14,447 shares; 2025Q3: 14,435 shares; 2025Q4: 14,769 shares; 2026Q1: 6,275 shares 6,275 $405K 0.01% -8,494 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,483 shares; 2025Q1: 4,752 shares; 2025Q2: 4,808 shares; 2025Q3: 4,787 shares; 2025Q4: 4,898 shares; 2026Q1: 2,068 shares 2,068 $404K 0.01% -2,830 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,244 shares; 2025Q1: 1,949 shares; 2025Q2: 2,638 shares; 2025Q3: 2,722 shares; 2025Q4: 2,736 shares; 2026Q1: 1,367 shares 1,367 $404K 0.01% -1,369 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 833 shares; 2025Q1: 756 shares; 2025Q2: 852 shares; 2025Q3: 876 shares; 2025Q4: 880 shares; 2026Q1: 447 shares 447 $400K 0.01% -433 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,279 shares; 2025Q1: 1,110 shares; 2025Q2: 1,465 shares; 2025Q3: 1,513 shares; 2025Q4: 7,605 shares; 2026Q1: 3,822 shares 3,822 $400K 0.01% -3,783 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,481 shares; 2025Q1: 2,149 shares; 2025Q2: 4,092 shares; 2025Q3: 4,224 shares; 2025Q4: 4,246 shares; 2026Q1: 2,159 shares 2,159 $394K 0.01% -2,087 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,681 shares; 2025Q1: 9,268 shares; 2025Q2: 12,753 shares; 2025Q3: 12,737 shares; 2025Q4: 13,033 shares; 2026Q1: 5,502 shares 5,502 $392K 0.01% -7,531 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,201 shares; 2025Q1: 1,916 shares; 2025Q2: 2,302 shares; 2025Q3: 2,310 shares; 2025Q4: 2,322 shares; 2026Q1: 1,189 shares 1,189 $391K 0.01% -1,133 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,302 shares; 2025Q2: 14,179 shares; 2025Q3: 14,091 shares; 2025Q4: 13,688 shares; 2026Q1: 13,684 shares 13,684 $383K 0.01% -4 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 527 shares 527 $368K 0.01% +179 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,566 shares; 2025Q1: 1,516 shares; 2025Q2: 1,330 shares; 2025Q3: 1,366 shares; 2025Q4: 1,372 shares; 2026Q1: 772 shares 772 $365K 0.01% -600 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 958 shares; 2025Q1: 829 shares; 2025Q2: 973 shares; 2025Q3: 1,003 shares; 2025Q4: 1,097 shares; 2026Q1: 533 shares 533 $364K 0.01% -564 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,206 shares; 2024Q4: 25,993 shares; 2025Q1: 22,540 shares; 2025Q2: 105,742 shares; 2025Q3: 32,102 shares; 2025Q4: 32,849 shares; 2026Q1: 13,809 shares 13,809 $364K 0.01% -19,040 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 582 shares; 2025Q1: 505 shares; 2025Q2: 649 shares; 2025Q3: 664 shares; 2025Q4: 721 shares; 2026Q1: 365 shares 365 $358K 0.01% -356 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 9,431 shares; 2025Q1: 8,177 shares; 2025Q2: 10,753 shares; 2025Q3: 11,107 shares; 2025Q4: 11,166 shares; 2026Q1: 5,640 shares 5,640 $354K 0.01% -5,526 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,732 shares; 2024Q4: 23,580 shares; 2025Q1: 20,390 shares; 2025Q2: 23,910 shares; 2025Q3: 24,163 shares; 2025Q4: 24,718 shares; 2026Q1: 10,611 shares 10,611 $352K 0.01% -14,107 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 8,944 shares; 2025Q1: 7,755 shares; 2025Q2: 8,808 shares; 2025Q3: 8,796 shares; 2025Q4: 9,002 shares; 2026Q1: 3,802 shares 3,802 $350K 0.01% -5,200 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,444 shares; 2025Q1: 1,250 shares; 2025Q2: 1,420 shares; 2025Q3: 1,712 shares; 2025Q4: 1,719 shares; 2026Q1: 992 shares 992 $340K 0.01% -727 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,736 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 4,906 shares; 2025Q4: 4,932 shares; 2026Q1: 2,499 shares 2,499 $340K 0.01% -2,433 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares 5,848 $339K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 3,100 shares; 2025Q1: 2,755 shares; 2025Q2: 3,689 shares; 2025Q3: 3,793 shares; 2025Q4: 3,989 shares; 2026Q1: 1,918 shares 1,918 $333K 0.01% -2,071 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares; 2026Q1: 2,287 shares 2,287 $332K 0.01% +33 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,553 shares; 2025Q1: 4,815 shares; 2025Q2: 5,714 shares; 2025Q3: 5,698 shares; 2025Q4: 5,830 shares; 2026Q1: 2,488 shares 2,488 $323K 0.01% -3,342 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,611 shares; 2025Q1: 2,264 shares; 2025Q2: 2,191 shares; 2025Q3: 2,499 shares; 2025Q4: 2,511 shares; 2026Q1: 1,389 shares 1,389 $320K 0.01% -1,122 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,321 shares; 2024Q4: 12,652 shares; 2025Q1: 11,548 shares; 2025Q2: 12,715 shares; 2025Q3: 8,556 shares; 2025Q4: 8,602 shares; 2026Q1: 4,398 shares 4,398 $320K 0.01% -4,204 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,598 shares; 2025Q1: 3,294 shares; 2025Q2: 3,587 shares; 2025Q3: 2,941 shares; 2025Q4: 2,955 shares; 2026Q1: 1,365 shares 1,365 $314K 0.01% -1,590 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,007 shares; 2025Q1: 1,742 shares; 2025Q2: 1,826 shares; 2025Q3: 2,060 shares; 2025Q4: 2,070 shares; 2026Q1: 1,145 shares 1,145 $305K <0.01% -925 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,234 shares; 2025Q1: 1,101 shares; 2025Q2: 1,210 shares; 2025Q3: 1,496 shares; 2025Q4: 1,502 shares; 2026Q1: 876 shares 876 $302K <0.01% -626 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,262 shares; 2025Q1: 3,708 shares; 2025Q2: 3,791 shares; 2025Q3: 3,682 shares; 2025Q4: 3,766 shares; 2026Q1: 1,588 shares 1,588 $301K <0.01% -2,178 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,637 shares; 2025Q1: 4,011 shares; 2025Q2: 4,918 shares; 2025Q3: 5,070 shares; 2025Q4: 5,097 shares; 2026Q1: 2,597 shares 2,597 $299K <0.01% -2,500 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares 2,027 $295K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,846 shares; 2025Q1: 14,334 shares; 2025Q2: 14,742 shares; 2025Q3: 8,003 shares; 2025Q4: 7,950 shares; 2026Q1: 4,052 shares 4,052 $291K <0.01% -3,898 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,400 shares; 2025Q1: 1,251 shares; 2025Q2: 1,462 shares; 2025Q3: 1,499 shares; 2025Q4: 1,505 shares; 2026Q1: 914 shares 914 $287K <0.01% -591 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,542 shares; 2026Q1: 4,129 shares 4,129 $286K <0.01% -3,413 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,594 shares; 2025Q1: 8,317 shares; 2025Q2: 9,195 shares; 2025Q3: 9,501 shares; 2025Q4: 9,552 shares; 2026Q1: 4,855 shares 4,855 $285K <0.01% -4,697 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,936 shares; 2025Q1: 4,278 shares; 2025Q2: 4,541 shares; 2025Q3: 4,691 shares; 2025Q4: 5,054 shares; 2026Q1: 2,403 shares 2,403 $285K <0.01% -2,651 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,670 shares; 2025Q1: 2,312 shares; 2025Q2: 2,582 shares; 2025Q3: 2,666 shares; 2025Q4: 2,680 shares; 2026Q1: 1,361 shares 1,361 $283K <0.01% -1,319 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,511 shares; 2025Q1: 3,042 shares; 2025Q2: 3,401 shares; 2025Q3: 3,509 shares; 2025Q4: 3,527 shares; 2026Q1: 1,798 shares 1,798 $283K <0.01% -1,729 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,054 shares; 2025Q1: 931 shares; 2025Q2: 1,167 shares; 2025Q3: 1,198 shares; 2025Q4: 1,204 shares; 2026Q1: 623 shares 623 $270K <0.01% -581 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,843 shares; 2025Q1: 2,462 shares; 2025Q2: 2,761 shares; 2025Q3: 2,851 shares; 2025Q4: 2,866 shares; 2026Q1: 1,481 shares 1,481 $270K <0.01% -1,385 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,463 shares; 2025Q1: 1,389 shares; 2025Q2: 1,655 shares; 2025Q3: 1,703 shares; 2025Q4: 1,711 shares; 2026Q1: 935 shares 935 $268K <0.01% -776 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,949 shares; 2025Q1: 1,689 shares; 2025Q2: 1,941 shares; 2025Q3: 2,001 shares; 2025Q4: 2,011 shares; 2026Q1: 1,030 shares 1,030 $268K <0.01% -981 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,533 shares; 2025Q4: 2,518 shares; 2026Q1: 2,139 shares 2,139 $261K <0.01% -379 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,524 shares; 2025Q1: 1,318 shares; 2025Q2: 1,659 shares; 2025Q3: 2,063 shares; 2025Q4: 4,727 shares; 2026Q1: 891 shares 891 $261K <0.01% -3,836 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 3,823 shares; 2025Q2: 3,765 shares; 2025Q3: 3,885 shares; 2025Q4: 3,905 shares; 2026Q1: 1,989 shares 1,989 $260K <0.01% -1,916 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,182 shares; 2025Q1: 6,937 shares; 2025Q2: 8,398 shares; 2025Q3: 9,254 shares; 2025Q4: 14,852 shares; 2026Q1: 2,641 shares 2,641 $260K <0.01% -12,211 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 3,448 shares; 2025Q1: 3,025 shares; 2025Q2: 3,391 shares; 2025Q3: 3,500 shares; 2025Q4: 3,481 shares; 2026Q1: 1,770 shares 1,770 $257K <0.01% -1,711 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,318 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 4,741 shares; 2025Q4: 4,766 shares; 2026Q1: 2,415 shares 2,415 $254K <0.01% -2,351 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,569 shares; 2025Q1: 4,826 shares; 2025Q2: 5,707 shares; 2025Q3: 5,857 shares; 2025Q4: 5,888 shares; 2026Q1: 2,969 shares 2,969 $253K <0.01% -2,919 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 15,528 shares; 2025Q1: 15,419 shares; 2025Q2: 9,243 shares; 2025Q3: 9,543 shares; 2025Q4: 10,457 shares; 2026Q1: 4,838 shares 4,838 $252K <0.01% -5,619 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,489 shares; 2025Q1: 1,311 shares; 2025Q2: 1,494 shares; 2025Q3: 1,535 shares; 2025Q4: 1,543 shares; 2026Q1: 771 shares 771 $247K <0.01% -772 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 885 shares; 2025Q1: 768 shares; 2025Q2: 839 shares; 2025Q3: 863 shares; 2025Q4: 867 shares; 2026Q1: 458 shares 458 $246K <0.01% -409 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,503 shares; 2025Q1: 1,300 shares; 2025Q2: 1,609 shares; 2025Q3: 1,780 shares; 2025Q4: 1,788 shares; 2026Q1: 982 shares 982 $246K <0.01% -806 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,921 shares; 2025Q1: 9,468 shares; 2025Q2: 8,934 shares; 2025Q3: 8,922 shares; 2025Q4: 9,128 shares; 2026Q1: 3,860 shares 3,860 $242K <0.01% -5,268 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,338 shares; 2025Q1: 1,157 shares; 2025Q2: 1,478 shares; 2025Q3: 1,526 shares; 2025Q4: 1,635 shares; 2026Q1: 880 shares 880 $242K <0.01% -755 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,707 shares; 2025Q1: 3,211 shares; 2025Q2: 3,454 shares; 2025Q3: 3,568 shares; 2025Q4: 3,587 shares; 2026Q1: 1,832 shares 1,832 $240K <0.01% -1,755 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,177 shares; 2025Q1: 7,971 shares; 2025Q2: 8,877 shares; 2025Q3: 9,165 shares; 2025Q4: 9,213 shares; 2026Q1: 4,661 shares 4,661 $240K <0.01% -4,552 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,003 shares; 2025Q1: 867 shares; 2025Q2: 997 shares; 2025Q3: 1,027 shares; 2025Q4: 1,032 shares; 2026Q1: 547 shares 547 $239K <0.01% -485 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $234K <0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 652 shares; 2026Q1: 656 shares 656 $234K <0.01% +4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,066 shares; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,837 shares; 2025Q4: 1,846 shares; 2026Q1: 933 shares 933 $234K <0.01% -913 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,594 shares; 2025Q1: 1,382 shares; 2025Q2: 1,411 shares; 2025Q3: 1,453 shares; 2025Q4: 1,460 shares; 2026Q1: 768 shares 768 $234K <0.01% -692 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,510 shares; 2025Q1: 1,515 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 504 shares; 2026Q1: 499 shares 499 $231K <0.01% -5 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 1,782 shares; 2025Q2: 2,076 shares; 2025Q3: 2,142 shares; 2025Q4: 2,153 shares; 2026Q1: 1,113 shares 1,113 $230K <0.01% -1,040 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 276 shares; 2025Q1: 238 shares; 2025Q2: 372 shares; 2025Q3: 384 shares; 2025Q4: 386 shares; 2026Q1: 198 shares 198 $229K <0.01% -188 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 2,193 shares; 2025Q1: 1,487 shares; 2025Q2: 1,783 shares; 2025Q3: 1,816 shares; 2025Q4: 1,824 shares; 2026Q1: 1,055 shares 1,055 $228K <0.01% -769 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $228K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 17,034 shares; 2025Q1: 14,864 shares; 2025Q2: 15,085 shares; 2025Q3: 15,559 shares; 2025Q4: 15,638 shares; 2026Q1: 8,265 shares 8,265 $227K <0.01% -7,373 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 13,752 shares; 2025Q1: 11,919 shares; 2025Q2: 12,678 shares; 2025Q3: 13,098 shares; 2025Q4: 13,168 shares; 2026Q1: 6,662 shares 6,662 $223K <0.01% -6,506 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 714 shares 714 $223K <0.01% +20 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $223K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,501 shares; 2025Q1: 1,329 shares; 2025Q2: 1,423 shares; 2025Q3: 1,465 shares; 2025Q4: 1,472 shares; 2026Q1: 744 shares 744 $217K <0.01% -728 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,369 shares; 2025Q1: 3,789 shares; 2025Q2: 5,992 shares; 2025Q3: 5,972 shares; 2025Q4: 6,083 shares; 2026Q1: 3,173 shares 3,173 $217K <0.01% -2,910 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,483 shares; 2025Q1: 1,282 shares; 2025Q2: 1,440 shares; 2025Q3: 1,488 shares; 2025Q4: 1,496 shares; 2026Q1: 756 shares 756 $215K <0.01% -740 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,630 shares; 2025Q1: 1,409 shares; 2025Q2: 1,522 shares; 2025Q3: 1,570 shares; 2025Q4: 1,578 shares; 2026Q1: 806 shares 806 $214K <0.01% -772 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,710 shares; 2024Q4: 31,108 shares; 2025Q1: 30,389 shares; 2025Q2: 34,620 shares; 2025Q3: 36,145 shares; 2025Q4: 59,443 shares; 2026Q1: 9,529 shares 9,529 $214K <0.01% -49,914 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,217 shares; 2025Q1: 1,922 shares; 2025Q2: 2,109 shares; 2025Q3: 2,175 shares; 2025Q4: 2,186 shares; 2026Q1: 1,142 shares 1,142 $213K <0.01% -1,044 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,815 shares; 2025Q1: 7,640 shares; 2025Q2: 8,724 shares; 2025Q3: 9,012 shares; 2025Q4: 9,060 shares; 2026Q1: 4,587 shares 4,587 $211K <0.01% -4,473 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 4,075 shares; 2025Q1: 3,554 shares; 2025Q2: 4,310 shares; 2025Q3: 4,448 shares; 2025Q4: 4,471 shares; 2026Q1: 2,260 shares 2,260 $209K <0.01% -2,211 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,079 shares; 2025Q2: 1,214 shares; 2025Q3: 1,228 shares; 2025Q4: 1,256 shares; 2026Q1: 635 shares 635 $205K <0.01% -621 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,084 shares; 2025Q1: 2,683 shares; 2025Q2: 6,591 shares; 2025Q3: 7,330 shares; 2025Q4: 10,661 shares; 2026Q1: 1,690 shares 1,690 $205K <0.01% -8,971 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,035 shares; 2025Q1: 1,768 shares; 2025Q2: 2,089 shares; 2025Q3: 2,655 shares; 2025Q4: 2,635 shares; 2026Q1: 1,135 shares 1,135 $204K <0.01% -1,500 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,130 shares; 2025Q1: 3,581 shares; 2025Q2: 3,980 shares; 2025Q3: 4,112 shares; 2025Q4: 4,134 shares; 2026Q1: 2,091 shares 2,091 $203K <0.01% -2,043 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 8,263 shares; 2025Q1: 7,157 shares; 2025Q2: 7,340 shares; 2025Q3: 7,580 shares; 2025Q4: 7,620 shares; 2026Q1: 3,825 shares 3,825 $202K <0.01% -3,795 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,942 shares; 2024Q4: 54,077 shares; 2025Q1: 56,405 shares; 2025Q2: 62,097 shares; 2025Q3: 64,670 shares; 2025Q4: 104,605 shares; 2026Q1: 13,568 shares 13,568 $157K <0.01% -91,037 Timeline