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: 4,580,458 shares; 2024Q4: 4,489,636 shares; 2025Q1: 4,194,146 shares; 2025Q2: 4,125,208 shares; 2025Q3: 3,999,843 shares; 2025Q4: 3,876,125 shares; 2026Q1: 3,979,802 shares 3,979,802 $694M 3.83% +103,677 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: 2,311,423 shares; 2024Q4: 2,312,006 shares; 2025Q1: 2,316,169 shares; 2025Q2: 2,286,550 shares; 2025Q3: 2,257,482 shares; 2025Q4: 2,141,159 shares; 2026Q1: 2,331,979 shares 2,331,979 $592M 3.27% +190,820 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: 1,784,005 shares; 2024Q4: 1,803,595 shares; 2025Q1: 1,808,319 shares; 2025Q2: 1,802,786 shares; 2025Q3: 1,848,249 shares; 2025Q4: 1,848,942 shares; 2026Q1: 1,888,094 shares 1,888,094 $555M 3.06% +39,152 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: 1,558,043 shares; 2024Q4: 1,596,692 shares; 2025Q1: 1,521,531 shares; 2025Q2: 1,521,056 shares; 2025Q3: 1,668,360 shares; 2025Q4: 1,681,064 shares; 2026Q1: 1,830,956 shares 1,830,956 $527M 2.91% +149,892 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: 1,172,349 shares; 2024Q4: 1,190,775 shares; 2025Q1: 1,149,571 shares; 2025Q2: 1,177,357 shares; 2025Q3: 1,179,978 shares; 2025Q4: 1,182,255 shares; 2026Q1: 1,322,685 shares 1,322,685 $490M 2.7% +140,430 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: 1,056,519 shares; 2024Q4: 1,084,742 shares; 2025Q1: 1,107,422 shares; 2025Q2: 1,135,215 shares; 2025Q3: 1,161,908 shares; 2025Q4: 1,166,194 shares; 2026Q1: 1,342,757 shares 1,342,757 $416M 2.29% +176,563 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: 1,330,217 shares; 2024Q4: 1,377,450 shares; 2025Q1: 1,498,668 shares; 2025Q2: 1,511,589 shares; 2025Q3: 1,534,706 shares; 2025Q4: 1,549,672 shares; 2026Q1: 1,593,858 shares 1,593,858 $332M 1.83% +44,186 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: 1,765,300 shares; 2024Q4: 1,821,261 shares; 2025Q1: 1,796,531 shares; 2025Q2: 1,816,593 shares; 2025Q3: 1,809,389 shares; 2025Q4: 1,811,523 shares; 2026Q1: 1,938,768 shares 1,938,768 $329M 1.81% +127,245 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: 1,611,608 shares; 2024Q4: 1,677,448 shares; 2025Q1: 1,671,602 shares; 2025Q2: 1,707,104 shares; 2025Q3: 1,710,534 shares; 2025Q4: 1,735,444 shares; 2026Q1: 2,079,345 shares 2,079,345 $258M 1.43% +343,901 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: 297,449 shares; 2024Q4: 286,309 shares; 2025Q1: 279,638 shares; 2025Q2: 271,471 shares; 2025Q3: 262,056 shares; 2025Q4: 258,047 shares; 2026Q1: 260,694 shares 260,694 $240M 1.32% +2,647 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: 297,700 shares; 2024Q4: 314,322 shares; 2025Q1: 327,908 shares; 2025Q2: 343,923 shares; 2025Q3: 353,922 shares; 2025Q4: 363,880 shares; 2026Q1: 370,937 shares 370,937 $212M 1.17% +7,057 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: 195,895 shares; 2024Q4: 201,822 shares; 2025Q1: 203,715 shares; 2025Q2: 207,206 shares; 2025Q3: 207,696 shares; 2025Q4: 206,862 shares; 2026Q1: 208,614 shares 208,614 $208M 1.15% +1,752 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 60 shares; 2025Q1: 62 shares; 2025Q2: 38 shares; 2025Q3: 30 shares; 2025Q4: 62 shares; 2026Q1: 414,718 shares 414,718 $205M 1.13% +414,656 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: 662,322 shares; 2024Q4: 719,145 shares; 2025Q1: 779,518 shares; 2025Q2: 827,561 shares; 2025Q3: 864,403 shares; 2025Q4: 891,498 shares; 2026Q1: 1,025,805 shares 1,025,805 $198M 1.09% +134,307 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: 180,894 shares; 2024Q4: 186,533 shares; 2025Q1: 190,647 shares; 2025Q2: 194,479 shares; 2025Q3: 191,829 shares; 2025Q4: 1,933,900 shares; 2026Q1: 1,903,327 shares 1,903,327 $183M 1.01% -30,573 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: 485,225 shares; 2024Q4: 518,908 shares; 2025Q1: 549,805 shares; 2025Q2: 566,818 shares; 2025Q3: 583,409 shares; 2025Q4: 599,427 shares; 2026Q1: 602,287 shares 602,287 $171M 0.94% +2,860 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: 524,219 shares; 2024Q4: 531,162 shares; 2025Q1: 621,431 shares; 2025Q2: 675,008 shares; 2025Q3: 699,318 shares; 2025Q4: 716,764 shares; 2026Q1: 745,449 shares 745,449 $162M 0.89% +28,685 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: 552,064 shares; 2024Q4: 545,741 shares; 2025Q1: 535,930 shares; 2025Q2: 535,366 shares; 2025Q3: 527,389 shares; 2025Q4: 525,473 shares; 2026Q1: 535,251 shares 535,251 $162M 0.89% +9,778 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: 471,158 shares; 2024Q4: 477,683 shares; 2025Q1: 491,346 shares; 2025Q2: 498,033 shares; 2025Q3: 502,008 shares; 2025Q4: 505,759 shares; 2026Q1: 504,391 shares 504,391 $160M 0.89% -1,368 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398,260 shares; 2024Q4: 6,692,420 shares; 2025Q1: 6,766,571 shares; 2025Q2: 6,631,654 shares; 2025Q3: 6,850,509 shares; 2025Q4: 7,002,691 shares; 2026Q1: 9,890,235 shares 9,890,235 $155M 0.85% +2,887,544 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: 941,374 shares; 2024Q4: 989,453 shares; 2025Q1: 1,053,847 shares; 2025Q2: 1,106,134 shares; 2025Q3: 1,139,009 shares; 2025Q4: 1,167,394 shares; 2026Q1: 1,176,671 shares 1,176,671 $154M 0.85% +9,277 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: 262,234 shares; 2024Q4: 274,508 shares; 2025Q1: 289,227 shares; 2025Q2: 297,546 shares; 2025Q3: 302,232 shares; 2025Q4: 313,435 shares; 2026Q1: 319,533 shares 319,533 $153M 0.84% +6,098 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: 277,377 shares; 2024Q4: 287,013 shares; 2025Q1: 296,177 shares; 2025Q2: 299,989 shares; 2025Q3: 306,486 shares; 2025Q4: 308,063 shares; 2026Q1: 303,726 shares 303,726 $140M 0.77% -4,337 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: 10,286 shares; 2024Q4: 12,642 shares; 2025Q1: 60,329 shares; 2025Q2: 95,382 shares; 2025Q3: 135,683 shares; 2025Q4: 148,469 shares; 2026Q1: 159,388 shares 159,388 $135M 0.74% +10,919 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: 353,494 shares; 2024Q4: 359,566 shares; 2025Q1: 357,814 shares; 2025Q2: 392,270 shares; 2025Q3: 398,351 shares; 2025Q4: 403,604 shares; 2026Q1: 403,370 shares 403,370 $131M 0.73% -234 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: 164,990 shares; 2024Q4: 160,347 shares; 2025Q1: 153,083 shares; 2025Q2: 165,132 shares; 2025Q3: 156,373 shares; 2025Q4: 152,509 shares; 2026Q1: 143,884 shares 143,884 $129M 0.71% -8,625 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: 782,095 shares; 2024Q4: 809,372 shares; 2025Q1: 840,565 shares; 2025Q2: 882,810 shares; 2025Q3: 910,362 shares; 2025Q4: 921,709 shares; 2026Q1: 927,038 shares 927,038 $121M 0.67% +5,329 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: 535,805 shares; 2024Q4: 553,959 shares; 2025Q1: 567,301 shares; 2025Q2: 664,826 shares; 2025Q3: 695,616 shares; 2025Q4: 720,117 shares; 2026Q1: 740,170 shares 740,170 $118M 0.65% +20,053 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: 68,117 shares; 2024Q4: 72,808 shares; 2025Q1: 78,215 shares; 2025Q2: 1,225,387 shares; 2025Q3: 1,225,309 shares; 2025Q4: 1,246,250 shares; 2026Q1: 1,252,225 shares 1,252,225 $116M 0.64% +5,975 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: 780,234 shares; 2024Q4: 784,278 shares; 2025Q1: 791,297 shares; 2025Q2: 802,329 shares; 2025Q3: 511,243 shares; 2025Q4: 479,452 shares; 2026Q1: 462,802 shares 462,802 $114M 0.63% -16,650 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,092 shares; 2024Q4: 14,757 shares; 2025Q1: 14,774 shares; 2025Q2: 29,038 shares; 2025Q3: 248,289 shares; 2025Q4: 293,928 shares; 2026Q1: 330,273 shares 330,273 $112M 0.62% +36,345 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: 545,649 shares; 2024Q4: 556,891 shares; 2025Q1: 282,564 shares; 2025Q2: 201,103 shares; 2025Q3: 461,383 shares; 2025Q4: 509,908 shares; 2026Q1: 537,335 shares 537,335 $109M 0.6% +27,427 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: 188,642 shares; 2024Q4: 196,605 shares; 2025Q1: 202,280 shares; 2025Q2: 209,059 shares; 2025Q3: 212,109 shares; 2025Q4: 210,105 shares; 2026Q1: 210,113 shares 210,113 $104M 0.57% +8 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: 474,089 shares; 2024Q4: 457,994 shares; 2025Q1: 410,638 shares; 2025Q2: 406,355 shares; 2025Q3: 392,278 shares; 2025Q4: 386,019 shares; 2026Q1: 423,736 shares 423,736 $104M 0.57% +37,717 Timeline MGC 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: 434,625 shares 434,625 $103M 0.57% new 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: 493,848 shares; 2024Q4: 491,460 shares; 2025Q1: 482,028 shares; 2025Q2: 476,363 shares; 2025Q3: 465,050 shares; 2025Q4: 451,700 shares; 2026Q1: 485,239 shares 485,239 $100M 0.55% +33,539 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: 267,803 shares; 2024Q4: 283,703 shares; 2025Q1: 297,524 shares; 2025Q2: 308,180 shares; 2025Q3: 303,949 shares; 2025Q4: 304,535 shares; 2026Q1: 302,400 shares 302,400 $99.4M 0.55% -2,135 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: 931,822 shares; 2024Q4: 964,484 shares; 2025Q1: 986,806 shares; 2025Q2: 1,005,647 shares; 2025Q3: 650,512 shares; 2025Q4: 580,245 shares; 2026Q1: 675,518 shares 675,518 $97.6M 0.54% +95,273 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: 154,327 shares; 2024Q4: 152,362 shares; 2025Q1: 147,342 shares; 2025Q2: 144,360 shares; 2025Q3: 137,867 shares; 2025Q4: 137,570 shares; 2026Q1: 136,140 shares 136,140 $96.4M 0.53% -1,430 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: 499,577 shares; 2024Q4: 558,070 shares; 2025Q1: 586,931 shares; 2025Q2: 627,146 shares; 2025Q3: 668,188 shares; 2025Q4: 672,225 shares; 2026Q1: 640,552 shares 640,552 $94.2M 0.52% -31,673 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: 223,310 shares; 2024Q4: 479,352 shares; 2025Q1: 528,696 shares; 2025Q2: 553,330 shares; 2025Q3: 571,766 shares; 2025Q4: 588,541 shares; 2026Q1: 584,250 shares 584,250 $93.7M 0.52% -4,291 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: 1,133,855 shares; 2024Q4: 1,093,341 shares; 2025Q1: 1,039,883 shares; 2025Q2: 1,038,674 shares; 2025Q3: 1,003,336 shares; 2025Q4: 990,891 shares; 2026Q1: 981,650 shares 981,650 $91.2M 0.5% -9,241 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,999 shares; 2024Q4: 215,920 shares; 2025Q1: 219,910 shares; 2025Q2: 228,111 shares; 2025Q3: 246,530 shares; 2025Q4: 249,858 shares; 2026Q1: 250,549 shares 250,549 $89.9M 0.5% +691 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: 1,198,556 shares; 2024Q4: 1,260,697 shares; 2025Q1: 1,350,212 shares; 2025Q2: 1,388,281 shares; 2025Q3: 1,420,031 shares; 2025Q4: 1,428,134 shares; 2026Q1: 1,405,328 shares 1,405,328 $88.2M 0.49% -22,806 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,517 shares; 2024Q4: 362,998 shares; 2025Q1: 399,072 shares; 2025Q2: 427,680 shares; 2025Q3: 447,619 shares; 2025Q4: 464,971 shares; 2026Q1: 467,982 shares 467,982 $86.4M 0.48% +3,011 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: 69,705 shares; 2024Q4: 69,298 shares; 2025Q1: 71,769 shares; 2025Q2: 72,796 shares; 2025Q3: 420,473 shares; 2025Q4: 578,432 shares; 2026Q1: 632,793 shares 632,793 $86M 0.47% +54,361 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: 294,672 shares; 2024Q4: 276,558 shares; 2025Q1: 268,831 shares; 2025Q2: 261,241 shares; 2025Q3: 252,116 shares; 2025Q4: 240,486 shares; 2026Q1: 275,098 shares 275,098 $85.5M 0.47% +34,612 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: 225,808 shares; 2024Q4: 1,290,524 shares; 2025Q1: 1,562,040 shares; 2025Q2: 1,695,760 shares; 2025Q3: 1,779,696 shares; 2025Q4: 1,870,909 shares; 2026Q1: 1,912,229 shares 1,912,229 $84.4M 0.47% +41,320 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: 445,357 shares; 2024Q4: 228,288 shares; 2025Q1: 159,672 shares; 2025Q2: 141,319 shares; 2025Q3: 111,051 shares; 2025Q4: 103,065 shares; 2026Q1: 216,750 shares 216,750 $74.1M 0.41% +113,685 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: 314,114 shares; 2024Q4: 387,498 shares; 2025Q1: 428,528 shares; 2025Q2: 361,254 shares; 2025Q3: 361,650 shares; 2025Q4: 364,865 shares; 2026Q1: 358,149 shares 358,149 $74M 0.41% -6,716 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 828 shares; 2025Q1: 663 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 662 shares; 2026Q1: 1,746,497 shares 1,746,497 $72M 0.4% +1,745,835 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: 8,770 shares; 2024Q4: 14,242 shares; 2025Q1: 28,376 shares; 2025Q2: 53,365 shares; 2025Q3: 399,195 shares; 2025Q4: 447,322 shares; 2026Q1: 472,148 shares 472,148 $69.1M 0.38% +24,826 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: 233,305 shares; 2024Q4: 239,811 shares; 2025Q1: 230,879 shares; 2025Q2: 223,961 shares; 2025Q3: 221,826 shares; 2025Q4: 222,528 shares; 2026Q1: 235,873 shares 235,873 $67.7M 0.37% +13,345 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: 48,919 shares; 2025Q1: 277,034 shares; 2025Q2: 371,998 shares; 2025Q3: 462,104 shares; 2025Q4: 493,779 shares; 2026Q1: 543,700 shares 543,700 $66.8M 0.37% +49,921 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: 453,417 shares; 2024Q4: 421,636 shares; 2025Q1: 383,302 shares; 2025Q2: 358,967 shares; 2025Q3: 331,463 shares; 2025Q4: 320,808 shares; 2026Q1: 409,477 shares 409,477 $63.6M 0.35% +88,669 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: 208,806 shares; 2024Q4: 205,180 shares; 2025Q1: 197,850 shares; 2025Q2: 190,515 shares; 2025Q3: 188,041 shares; 2025Q4: 180,424 shares; 2026Q1: 186,405 shares 186,405 $61.3M 0.34% +5,981 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,111 shares; 2025Q1: 794 shares; 2025Q2: 771 shares; 2025Q3: 91,772 shares; 2025Q4: 104,141 shares; 2026Q1: 114,591 shares 114,591 $59.9M 0.33% +10,450 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: 621,926 shares; 2024Q4: 621,827 shares; 2025Q1: 591,693 shares; 2025Q2: 590,130 shares; 2025Q3: 586,198 shares; 2025Q4: 569,406 shares; 2026Q1: 761,728 shares 761,728 $59.1M 0.33% +192,322 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: 39,147 shares; 2024Q4: 33,735 shares; 2025Q1: 32,268 shares; 2025Q2: 27,025 shares; 2025Q3: 704,174 shares; 2025Q4: 986,168 shares; 2026Q1: 1,108,000 shares 1,108,000 $56.9M 0.31% +121,832 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: 83,295 shares; 2024Q4: 95,443 shares; 2025Q1: 109,566 shares; 2025Q2: 159,854 shares; 2025Q3: 139,945 shares; 2025Q4: 142,045 shares; 2026Q1: 141,641 shares 141,641 $55.3M 0.31% -404 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: 96,427 shares; 2024Q4: 99,234 shares; 2025Q1: 103,934 shares; 2025Q2: 107,493 shares; 2025Q3: 109,496 shares; 2025Q4: 544,257 shares; 2026Q1: 522,451 shares 522,451 $54.6M 0.3% -21,806 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: 536,640 shares; 2024Q4: 777,918 shares; 2025Q1: 878,384 shares; 2025Q2: 933,850 shares; 2025Q3: 967,407 shares; 2025Q4: 998,581 shares; 2026Q1: 1,004,540 shares 1,004,540 $52.2M 0.29% +5,959 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: 615,187 shares; 2024Q4: 610,219 shares; 2025Q1: 611,157 shares; 2025Q2: 640,826 shares; 2025Q3: 646,896 shares; 2025Q4: 646,813 shares; 2026Q1: 685,162 shares 685,162 $52.1M 0.29% +38,349 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: 294,761 shares; 2025Q1: 252,166 shares; 2025Q2: 238,153 shares; 2025Q3: 227,209 shares; 2025Q4: 216,857 shares; 2026Q1: 239,833 shares 239,833 $51.2M 0.28% +22,976 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: 8,770 shares; 2024Q4: 8,310 shares; 2025Q1: 10,838 shares; 2025Q2: 11,362 shares; 2025Q3: 11,864 shares; 2025Q4: 11,978 shares; 2026Q1: 12,114 shares 12,114 $51M 0.28% +136 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: 194,224 shares; 2024Q4: 165,367 shares; 2025Q1: 144,778 shares; 2025Q2: 142,518 shares; 2025Q3: 139,972 shares; 2025Q4: 139,265 shares; 2026Q1: 133,190 shares 133,190 $49.5M 0.27% -6,075 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: 240,074 shares; 2024Q4: 289,305 shares; 2025Q1: 316,416 shares; 2025Q2: 340,878 shares; 2025Q3: 335,608 shares; 2025Q4: 343,043 shares; 2026Q1: 375,113 shares 375,113 $48.3M 0.27% +32,070 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 978 shares; 2025Q1: 177,774 shares; 2025Q2: 245,998 shares; 2025Q3: 292,715 shares; 2025Q4: 315,371 shares; 2026Q1: 318,174 shares 318,174 $48M 0.26% +2,803 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: 39,306 shares; 2024Q4: 166,745 shares; 2025Q1: 217,080 shares; 2025Q2: 241,375 shares; 2025Q3: 256,603 shares; 2025Q4: 258,303 shares; 2026Q1: 263,134 shares 263,134 $47.4M 0.26% +4,831 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: 228,568 shares; 2024Q4: 241,297 shares; 2025Q1: 256,367 shares; 2025Q2: 269,056 shares; 2025Q3: 273,697 shares; 2025Q4: 266,646 shares; 2026Q1: 268,210 shares 268,210 $46.3M 0.26% +1,564 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: 309,523 shares; 2024Q4: 306,475 shares; 2025Q1: 290,891 shares; 2025Q2: 271,417 shares; 2025Q3: 262,731 shares; 2025Q4: 256,351 shares; 2026Q1: 382,962 shares 382,962 $46.1M 0.25% +126,611 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: 252,465 shares; 2024Q4: 247,599 shares; 2025Q1: 233,564 shares; 2025Q2: 227,051 shares; 2025Q3: 220,743 shares; 2025Q4: 204,965 shares; 2026Q1: 237,284 shares 237,284 $46.1M 0.25% +32,319 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: 144,750 shares; 2024Q4: 149,579 shares; 2025Q1: 102,226 shares; 2025Q2: 90,352 shares; 2025Q3: 77,597 shares; 2025Q4: 73,443 shares; 2026Q1: 74,342 shares 74,342 $44.9M 0.25% +899 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: 148,397 shares; 2024Q4: 148,515 shares; 2025Q1: 161,100 shares; 2025Q2: 165,091 shares; 2025Q3: 165,950 shares; 2025Q4: 168,083 shares; 2026Q1: 184,533 shares 184,533 $44.7M 0.25% +16,450 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: 436,054 shares; 2024Q4: 444,258 shares; 2025Q1: 405,743 shares; 2025Q2: 402,644 shares; 2025Q3: 399,464 shares; 2025Q4: 390,804 shares; 2026Q1: 404,946 shares 404,946 $41.6M 0.23% +14,142 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: 245,953 shares; 2024Q4: 242,339 shares; 2025Q1: 236,189 shares; 2025Q2: 233,801 shares; 2025Q3: 227,413 shares; 2025Q4: 215,524 shares; 2026Q1: 204,602 shares 204,602 $41.6M 0.23% -10,922 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: 45,465 shares; 2025Q1: 44,210 shares; 2025Q2: 44,538 shares; 2025Q3: 44,027 shares; 2025Q4: 43,956 shares; 2026Q1: 43,185 shares 43,185 $41.5M 0.23% -771 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: 175,197 shares; 2024Q4: 172,106 shares; 2025Q1: 166,192 shares; 2025Q2: 166,764 shares; 2025Q3: 165,300 shares; 2025Q4: 159,567 shares; 2026Q1: 155,494 shares 155,494 $40.5M 0.22% -4,073 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: 1,057,433 shares; 2024Q4: 1,304,575 shares; 2025Q1: 907,029 shares; 2025Q2: 861,547 shares; 2025Q3: 798,226 shares; 2025Q4: 747,240 shares; 2026Q1: 768,429 shares 768,429 $38.6M 0.21% +21,189 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: 164,079 shares; 2024Q4: 162,960 shares; 2025Q1: 168,146 shares; 2025Q2: 174,944 shares; 2025Q3: 179,194 shares; 2025Q4: 172,359 shares; 2026Q1: 229,341 shares 229,341 $37.9M 0.21% +56,982 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: 136,118 shares; 2024Q4: 134,106 shares; 2025Q1: 125,201 shares; 2025Q2: 122,478 shares; 2025Q3: 118,940 shares; 2025Q4: 116,267 shares; 2026Q1: 117,220 shares 117,220 $35.5M 0.2% +953 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: 132,375 shares; 2024Q4: 133,780 shares; 2025Q1: 131,101 shares; 2025Q2: 130,499 shares; 2025Q3: 80,398 shares; 2025Q4: 70,671 shares; 2026Q1: 67,021 shares 67,021 $32.9M 0.18% -3,650 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: 144,734 shares; 2024Q4: 145,719 shares; 2025Q1: 131,605 shares; 2025Q2: 125,990 shares; 2025Q3: 119,528 shares; 2025Q4: 110,444 shares; 2026Q1: 139,325 shares 139,325 $32.9M 0.18% +28,881 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: 52,398 shares; 2024Q4: 52,871 shares; 2025Q1: 52,072 shares; 2025Q2: 52,635 shares; 2025Q3: 53,763 shares; 2025Q4: 52,723 shares; 2026Q1: 65,087 shares 65,087 $32.5M 0.18% +12,364 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: 200,603 shares; 2024Q4: 203,367 shares; 2025Q1: 216,314 shares; 2025Q2: 229,264 shares; 2025Q3: 234,716 shares; 2025Q4: 237,457 shares; 2026Q1: 246,576 shares 246,576 $32.3M 0.18% +9,119 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,270 shares; 2024Q4: 212,788 shares; 2025Q1: 210,192 shares; 2025Q2: 209,573 shares; 2025Q3: 208,093 shares; 2025Q4: 207,187 shares; 2026Q1: 204,010 shares 204,010 $32.1M 0.18% -3,177 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,408 shares; 2024Q4: 248,213 shares; 2025Q1: 260,720 shares; 2025Q2: 276,670 shares; 2025Q3: 271,348 shares; 2025Q4: 274,584 shares; 2026Q1: 273,517 shares 273,517 $31.7M 0.17% -1,067 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,177 shares; 2024Q4: 310,981 shares; 2025Q1: 291,720 shares; 2025Q2: 292,136 shares; 2025Q3: 278,415 shares; 2025Q4: 278,354 shares; 2026Q1: 263,383 shares 263,383 $31.2M 0.17% -14,971 Timeline KRE 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: 336,049 shares; 2024Q4: 384,988 shares; 2025Q1: 419,529 shares; 2025Q2: 440,295 shares; 2025Q3: 453,735 shares; 2025Q4: 459,469 shares; 2026Q1: 465,720 shares 465,720 $30.3M 0.17% +6,251 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436,478 shares 436,478 $29.9M 0.16% new 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: 21,540 shares; 2024Q4: 22,777 shares; 2025Q1: 167,463 shares; 2025Q2: 220,548 shares; 2025Q3: 252,210 shares; 2025Q4: 266,402 shares; 2026Q1: 887,490 shares 887,490 $29.8M 0.16% +621,088 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: 231,578 shares; 2024Q4: 112,479 shares; 2025Q1: 100,007 shares; 2025Q2: 94,084 shares; 2025Q3: 88,072 shares; 2025Q4: 87,936 shares; 2026Q1: 87,884 shares 87,884 $29.7M 0.16% -52 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: 101,676 shares; 2024Q4: 101,579 shares; 2025Q1: 107,136 shares; 2025Q2: 108,125 shares; 2025Q3: 108,143 shares; 2025Q4: 109,600 shares; 2026Q1: 111,341 shares 111,341 $29.6M 0.16% +1,741 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: 174,421 shares; 2024Q4: 168,786 shares; 2025Q1: 150,024 shares; 2025Q2: 143,134 shares; 2025Q3: 138,545 shares; 2025Q4: 133,449 shares; 2026Q1: 130,829 shares 130,829 $29.6M 0.16% -2,620 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: 143,088 shares; 2024Q4: 155,355 shares; 2025Q1: 156,089 shares; 2025Q2: 160,209 shares; 2025Q3: 154,084 shares; 2025Q4: 139,659 shares; 2026Q1: 300,589 shares 300,589 $29.4M 0.16% +160,930 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: 361,293 shares; 2024Q4: 373,266 shares; 2025Q1: 380,709 shares; 2025Q2: 386,258 shares; 2025Q3: 212,143 shares; 2025Q4: 178,643 shares; 2026Q1: 136,982 shares 136,982 $28.8M 0.16% -41,661 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: 187,263 shares; 2024Q4: 201,316 shares; 2025Q1: 229,928 shares; 2025Q2: 250,551 shares; 2025Q3: 261,211 shares; 2025Q4: 266,943 shares; 2026Q1: 283,206 shares 283,206 $27.3M 0.15% +16,263 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: 67,297 shares; 2024Q4: 63,320 shares; 2025Q1: 53,510 shares; 2025Q2: 51,821 shares; 2025Q3: 49,865 shares; 2025Q4: 48,241 shares; 2026Q1: 47,549 shares 47,549 $26.8M 0.15% -692 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: 152,344 shares; 2024Q4: 164,830 shares; 2025Q1: 174,481 shares; 2025Q2: 181,966 shares; 2025Q3: 126,824 shares; 2025Q4: 96,351 shares; 2026Q1: 81,642 shares 81,642 $26.2M 0.14% -14,709 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: 114,962 shares; 2024Q4: 113,485 shares; 2025Q1: 103,676 shares; 2025Q2: 99,686 shares; 2025Q3: 95,593 shares; 2025Q4: 93,260 shares; 2026Q1: 105,479 shares 105,479 $25.6M 0.14% +12,219 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,701 shares 88,701 $25.5M 0.14% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,455 shares; 2024Q4: 223,793 shares; 2025Q1: 230,086 shares; 2025Q2: 238,708 shares; 2025Q3: 239,525 shares; 2025Q4: 232,744 shares; 2026Q1: 230,549 shares 230,549 $25.3M 0.14% -2,195 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,932 shares; 2024Q4: 342,340 shares; 2025Q1: 329,483 shares; 2025Q2: 327,165 shares; 2025Q3: 311,819 shares; 2025Q4: 305,141 shares; 2026Q1: 300,798 shares 300,798 $25.2M 0.14% -4,343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,654 shares 38,654 $25.1M 0.14% new 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: 204,172 shares; 2024Q4: 200,910 shares; 2025Q1: 195,217 shares; 2025Q2: 194,428 shares; 2025Q3: 185,158 shares; 2025Q4: 184,495 shares; 2026Q1: 189,489 shares 189,489 $25M 0.14% +4,994 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: 64,581 shares; 2024Q4: 66,119 shares; 2025Q1: 65,034 shares; 2025Q2: 66,118 shares; 2025Q3: 61,940 shares; 2025Q4: 62,448 shares; 2026Q1: 68,753 shares 68,753 $24.6M 0.14% +6,305 Timeline VB 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: 93,289 shares 93,289 $24.4M 0.13% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,938 shares; 2024Q4: 546,795 shares; 2025Q1: 575,711 shares; 2025Q2: 584,381 shares; 2025Q3: 567,227 shares; 2025Q4: 436,761 shares; 2026Q1: 433,130 shares 433,130 $24.2M 0.13% -3,631 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: 19,466 shares; 2024Q4: 19,599 shares; 2025Q1: 16,705 shares; 2025Q2: 16,636 shares; 2025Q3: 16,373 shares; 2025Q4: 15,712 shares; 2026Q1: 16,199 shares 16,199 $23.9M 0.13% +487 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: 30,109 shares; 2024Q4: 27,190 shares; 2025Q1: 27,050 shares; 2025Q2: 26,477 shares; 2025Q3: 25,927 shares; 2025Q4: 25,885 shares; 2026Q1: 26,251 shares 26,251 $22.9M 0.13% +366 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: 333,221 shares; 2024Q4: 343,463 shares; 2025Q1: 344,652 shares; 2025Q2: 218,259 shares; 2025Q3: 152,102 shares; 2025Q4: 125,584 shares; 2026Q1: 114,693 shares 114,693 $22.7M 0.13% -10,891 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: 257,902 shares; 2024Q4: 338,870 shares; 2025Q1: 373,829 shares; 2025Q2: 405,276 shares; 2025Q3: 211,428 shares; 2025Q4: 152,581 shares; 2026Q1: 110,491 shares 110,491 $22.5M 0.12% -42,090 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: 124,185 shares; 2024Q4: 127,597 shares; 2025Q1: 154,390 shares; 2025Q2: 169,388 shares; 2025Q3: 171,812 shares; 2025Q4: 174,510 shares; 2026Q1: 252,962 shares 252,962 $21.9M 0.12% +78,452 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: 164,542 shares; 2024Q4: 164,528 shares; 2025Q1: 158,820 shares; 2025Q2: 153,831 shares; 2025Q3: 139,183 shares; 2025Q4: 133,265 shares; 2026Q1: 360,484 shares 360,484 $21.9M 0.12% +227,219 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: 740,355 shares; 2024Q4: 668,660 shares; 2025Q1: 603,680 shares; 2025Q2: 569,409 shares; 2025Q3: 537,293 shares; 2025Q4: 514,976 shares; 2026Q1: 709,343 shares 709,343 $19.9M 0.11% +194,367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269,588 shares 269,588 $19.9M 0.11% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,933 shares; 2024Q4: 218,724 shares; 2025Q1: 253,557 shares; 2025Q2: 281,182 shares; 2025Q3: 300,008 shares; 2025Q4: 298,430 shares; 2026Q1: 322,444 shares 322,444 $19.7M 0.11% +24,014 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,892 shares; 2024Q4: 219,487 shares; 2025Q1: 208,441 shares; 2025Q2: 208,565 shares; 2025Q3: 203,350 shares; 2025Q4: 199,847 shares; 2026Q1: 260,296 shares 260,296 $18.6M 0.1% +60,449 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: 55,108 shares; 2024Q4: 53,698 shares; 2025Q1: 53,263 shares; 2025Q2: 55,455 shares; 2025Q3: 93,954 shares; 2025Q4: 99,756 shares; 2026Q1: 107,478 shares 107,478 $17.7M 0.1% +7,722 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: 69,766 shares; 2024Q4: 53,752 shares; 2025Q1: 52,211 shares; 2025Q2: 49,600 shares; 2025Q3: 50,338 shares; 2025Q4: 40,520 shares; 2026Q1: 384,255 shares 384,255 $17.7M 0.1% +343,735 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: 17,461 shares; 2024Q4: 17,466 shares; 2025Q1: 17,443 shares; 2025Q2: 17,466 shares; 2025Q3: 17,748 shares; 2025Q4: 17,881 shares; 2026Q1: 17,881 shares 17,881 $17.5M 0.1% 0 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: 103,272 shares; 2024Q4: 102,399 shares; 2025Q1: 93,117 shares; 2025Q2: 87,939 shares; 2025Q3: 85,352 shares; 2025Q4: 80,403 shares; 2026Q1: 83,184 shares 83,184 $17.3M 0.1% +2,781 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: 49,037 shares; 2024Q4: 50,132 shares; 2025Q1: 45,054 shares; 2025Q2: 44,093 shares; 2025Q3: 43,109 shares; 2025Q4: 41,692 shares; 2026Q1: 47,872 shares 47,872 $16.8M 0.09% +6,180 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: 207,896 shares; 2024Q4: 214,125 shares; 2025Q1: 233,307 shares; 2025Q2: 197,830 shares; 2025Q3: 198,473 shares; 2025Q4: 201,720 shares; 2026Q1: 340,169 shares 340,169 $16.6M 0.09% +138,449 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: 13,490 shares; 2024Q4: 17,669 shares; 2025Q1: 16,391 shares; 2025Q2: 13,808 shares; 2025Q3: 13,566 shares; 2025Q4: 11,623 shares; 2026Q1: 44,358 shares 44,358 $15.8M 0.09% +32,735 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: 365,792 shares; 2024Q4: 386,466 shares; 2025Q1: 394,799 shares; 2025Q2: 397,080 shares; 2025Q3: 135,297 shares; 2025Q4: 82,739 shares; 2026Q1: 108,862 shares 108,862 $15.7M 0.09% +26,123 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: 172,829 shares; 2024Q4: 178,640 shares; 2025Q1: 179,156 shares; 2025Q2: 189,900 shares; 2025Q3: 186,755 shares; 2025Q4: 173,855 shares; 2026Q1: 178,380 shares 178,380 $15.2M 0.08% +4,525 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,726 shares 130,726 $15.1M 0.08% new 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: 55,326 shares; 2024Q4: 54,185 shares; 2025Q1: 53,190 shares; 2025Q2: 51,279 shares; 2025Q3: 49,813 shares; 2025Q4: 46,632 shares; 2026Q1: 51,522 shares 51,522 $15M 0.08% +4,890 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: 105,082 shares; 2024Q4: 108,545 shares; 2025Q1: 101,455 shares; 2025Q2: 101,648 shares; 2025Q3: 100,096 shares; 2025Q4: 92,977 shares; 2026Q1: 112,686 shares 112,686 $14.9M 0.08% +19,709 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: 27,934 shares; 2024Q4: 29,896 shares; 2025Q1: 30,725 shares; 2025Q2: 30,721 shares; 2025Q3: 30,011 shares; 2025Q4: 30,277 shares; 2026Q1: 32,697 shares 32,697 $13.9M 0.08% +2,420 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: 549,172 shares; 2024Q4: 548,267 shares; 2025Q1: 529,265 shares; 2025Q2: 544,402 shares; 2025Q3: 413,068 shares; 2025Q4: 353,388 shares; 2026Q1: 328,126 shares 328,126 $13.7M 0.08% -25,262 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: 18,488 shares; 2024Q4: 17,586 shares; 2025Q1: 16,283 shares; 2025Q2: 16,379 shares; 2025Q3: 17,479 shares; 2025Q4: 16,127 shares; 2026Q1: 39,610 shares 39,610 $13.6M 0.08% +23,483 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: 125,145 shares; 2024Q4: 126,884 shares; 2025Q1: 98,277 shares; 2025Q2: 88,183 shares; 2025Q3: 88,720 shares; 2025Q4: 84,937 shares; 2026Q1: 107,016 shares 107,016 $13.5M 0.07% +22,079 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: 128,434 shares; 2024Q4: 125,283 shares; 2025Q1: 107,283 shares; 2025Q2: 76,828 shares; 2025Q3: 57,599 shares; 2025Q4: 53,383 shares; 2026Q1: 49,929 shares 49,929 $13.5M 0.07% -3,454 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: 229,253 shares; 2024Q4: 225,906 shares; 2025Q1: 227,260 shares; 2025Q2: 248,373 shares; 2025Q3: 248,249 shares; 2025Q4: 229,711 shares; 2026Q1: 233,625 shares 233,625 $13.5M 0.07% +3,914 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,869 shares 207,869 $13.3M 0.07% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,213 shares 22,213 $13.3M 0.07% new 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: 897 shares; 2024Q4: 1,344 shares; 2025Q1: 1,513 shares; 2025Q2: 2,893 shares; 2025Q3: 4,106 shares; 2025Q4: 4,878 shares; 2026Q1: 79,945 shares 79,945 $13.1M 0.07% +75,067 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,444 shares; 2024Q4: 141,056 shares; 2025Q1: 142,441 shares; 2025Q2: 146,955 shares; 2025Q3: 149,673 shares; 2025Q4: 138,830 shares; 2026Q1: 135,538 shares 135,538 $13.1M 0.07% -3,292 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: 27,909 shares; 2024Q4: 25,135 shares; 2025Q1: 22,202 shares; 2025Q2: 22,003 shares; 2025Q3: 20,788 shares; 2025Q4: 19,627 shares; 2026Q1: 19,074 shares 19,074 $13M 0.07% -553 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: 39,229 shares; 2024Q4: 38,386 shares; 2025Q1: 35,768 shares; 2025Q2: 33,412 shares; 2025Q3: 29,447 shares; 2025Q4: 32,999 shares; 2026Q1: 29,123 shares 29,123 $13M 0.07% -3,876 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: 60,697 shares; 2024Q4: 59,414 shares; 2025Q1: 62,757 shares; 2025Q2: 66,732 shares; 2025Q3: 68,634 shares; 2025Q4: 69,331 shares; 2026Q1: 68,047 shares 68,047 $12.7M 0.07% -1,284 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,325 shares; 2024Q4: 86,459 shares; 2025Q1: 91,285 shares; 2025Q2: 99,976 shares; 2025Q3: 92,327 shares; 2025Q4: 93,343 shares; 2026Q1: 93,063 shares 93,063 $12.7M 0.07% -280 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,164 shares; 2024Q4: 328,967 shares; 2025Q1: 304,758 shares; 2025Q2: 302,342 shares; 2025Q3: 284,861 shares; 2025Q4: 274,320 shares; 2026Q1: 273,936 shares 273,936 $12.5M 0.07% -384 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: 109,497 shares; 2024Q4: 193,561 shares; 2025Q1: 220,467 shares; 2025Q2: 231,928 shares; 2025Q3: 139,256 shares; 2025Q4: 85,871 shares; 2026Q1: 65,767 shares 65,767 $12.3M 0.07% -20,104 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: 453,656 shares; 2024Q4: 450,512 shares; 2025Q1: 447,749 shares; 2025Q2: 437,094 shares; 2025Q3: 398,999 shares; 2025Q4: 378,295 shares; 2026Q1: 420,445 shares 420,445 $12.2M 0.07% +42,150 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: 190,623 shares; 2024Q4: 170,738 shares; 2025Q1: 142,313 shares; 2025Q2: 128,829 shares; 2025Q3: 95,237 shares; 2025Q4: 82,226 shares; 2026Q1: 229,843 shares 229,843 $12.1M 0.07% +147,617 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,499 shares; 2025Q1: 1,033 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 812 shares; 2026Q1: 150,935 shares 150,935 $11.2M 0.06% +150,123 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: 152,618 shares; 2024Q4: 146,748 shares; 2025Q1: 147,189 shares; 2025Q2: 156,298 shares; 2025Q3: 156,081 shares; 2025Q4: 149,431 shares; 2026Q1: 165,646 shares 165,646 $10.9M 0.06% +16,215 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,147 shares; 2024Q4: 194,928 shares; 2025Q1: 173,933 shares; 2025Q2: 165,406 shares; 2025Q3: 151,383 shares; 2025Q4: 146,738 shares; 2026Q1: 136,185 shares 136,185 $10.9M 0.06% -10,553 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: 58,261 shares; 2024Q4: 57,340 shares; 2025Q1: 57,816 shares; 2025Q2: 58,687 shares; 2025Q3: 59,344 shares; 2025Q4: 59,858 shares; 2026Q1: 78,113 shares 78,113 $10.9M 0.06% +18,255 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,472 shares 119,472 $10.9M 0.06% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,247 shares; 2024Q4: 261,557 shares; 2025Q1: 107,283 shares; 2025Q2: 73,716 shares; 2025Q3: 51,631 shares; 2025Q4: 37,206 shares; 2026Q1: 90,315 shares 90,315 $10.7M 0.06% +53,109 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,490 shares; 2024Q4: 262,490 shares; 2025Q1: 262,490 shares; 2025Q2: 301,920 shares; 2025Q3: 345,170 shares; 2025Q4: 345,170 shares; 2026Q1: 345,170 shares 345,170 $10.6M 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,401 shares; 2024Q4: 39,221 shares; 2025Q1: 38,205 shares; 2025Q2: 37,771 shares; 2025Q3: 38,371 shares; 2025Q4: 38,530 shares; 2026Q1: 50,140 shares 50,140 $10.4M 0.06% +11,610 Timeline FLOT 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: 203,735 shares 203,735 $10.4M 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 45,596 shares; 2025Q1: 46,460 shares; 2025Q2: 47,562 shares; 2025Q3: 46,471 shares; 2025Q4: 44,974 shares; 2026Q1: 44,967 shares 44,967 $10.3M 0.06% -7 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: 40,698 shares; 2024Q4: 41,928 shares; 2025Q1: 42,864 shares; 2025Q2: 37,587 shares; 2025Q3: 38,693 shares; 2025Q4: 37,754 shares; 2026Q1: 33,941 shares 33,941 $10.3M 0.06% -3,813 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: 30,256 shares; 2024Q4: 31,622 shares; 2025Q1: 30,075 shares; 2025Q2: 30,964 shares; 2025Q3: 33,576 shares; 2025Q4: 33,563 shares; 2026Q1: 42,195 shares 42,195 $10.3M 0.06% +8,632 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 160,762 shares; 2025Q4: 160,762 shares; 2026Q1: 161,052 shares 161,052 $10.2M 0.06% +290 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 432 shares; 2025Q1: 380 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 356 shares; 2026Q1: 132,825 shares 132,825 $10M 0.06% +132,469 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225,356 shares; 2024Q4: 1,019,543 shares; 2025Q1: 840,652 shares; 2025Q2: 712,008 shares; 2025Q3: 530,152 shares; 2025Q4: 377,825 shares; 2026Q1: 312,776 shares 312,776 $10M 0.06% -65,049 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 864 shares; 2025Q1: 1,829 shares; 2025Q2: 865 shares; 2025Q3: 750 shares; 2025Q4: 659 shares; 2026Q1: 423,363 shares 423,363 $10M 0.06% +422,704 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: 7,294 shares; 2024Q4: 11,623 shares; 2025Q1: 11,446 shares; 2025Q2: 11,336 shares; 2025Q3: 11,922 shares; 2025Q4: 11,795 shares; 2026Q1: 18,449 shares 18,449 $9.93M 0.05% +6,654 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: 77,706 shares; 2024Q4: 72,510 shares; 2025Q1: 63,794 shares; 2025Q2: 56,574 shares; 2025Q3: 48,524 shares; 2025Q4: 45,031 shares; 2026Q1: 51,730 shares 51,730 $9.81M 0.05% +6,699 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: 35,719 shares; 2024Q4: 35,408 shares; 2025Q1: 32,812 shares; 2025Q2: 35,109 shares; 2025Q3: 35,404 shares; 2025Q4: 35,368 shares; 2026Q1: 52,471 shares 52,471 $9.57M 0.05% +17,103 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: 6,236 shares; 2024Q4: 6,364 shares; 2025Q1: 6,298 shares; 2025Q2: 6,488 shares; 2025Q3: 6,804 shares; 2025Q4: 6,522 shares; 2026Q1: 11,029 shares 11,029 $9.54M 0.05% +4,507 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: 79,971 shares; 2024Q4: 76,665 shares; 2025Q1: 72,486 shares; 2025Q2: 70,355 shares; 2025Q3: 65,410 shares; 2025Q4: 63,117 shares; 2026Q1: 65,663 shares 65,663 $9.54M 0.05% +2,546 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: 3,041 shares; 2024Q4: 3,265 shares; 2025Q1: 631,946 shares; 2025Q2: 825,107 shares; 2025Q3: 441,161 shares; 2025Q4: 214,443 shares; 2026Q1: 147,697 shares 147,697 $9.4M 0.05% -66,746 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,632 shares; 2024Q4: 43,768 shares; 2025Q1: 40,780 shares; 2025Q2: 42,398 shares; 2025Q3: 43,122 shares; 2025Q4: 43,441 shares; 2026Q1: 43,965 shares 43,965 $9.28M 0.05% +524 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,082 shares; 2024Q4: 80,642 shares; 2025Q1: 80,484 shares; 2025Q2: 83,872 shares; 2025Q3: 110,576 shares; 2025Q4: 114,787 shares; 2026Q1: 121,482 shares 121,482 $9.27M 0.05% +6,695 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: 24,620 shares; 2024Q4: 23,300 shares; 2025Q1: 23,286 shares; 2025Q2: 23,025 shares; 2025Q3: 21,576 shares; 2025Q4: 21,032 shares; 2026Q1: 31,977 shares 31,977 $9.18M 0.05% +10,945 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: 46,946 shares; 2024Q4: 43,465 shares; 2025Q1: 38,217 shares; 2025Q2: 32,743 shares; 2025Q3: 22,271 shares; 2025Q4: 22,281 shares; 2026Q1: 92,323 shares 92,323 $9.08M 0.05% +70,042 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: 139,331 shares; 2024Q4: 125,159 shares; 2025Q1: 107,555 shares; 2025Q2: 96,702 shares; 2025Q3: 89,288 shares; 2025Q4: 86,306 shares; 2026Q1: 93,856 shares 93,856 $9.05M 0.05% +7,550 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,628 shares; 2025Q1: 2,631 shares; 2025Q2: 2,833 shares; 2025Q3: 3,025 shares; 2025Q4: 2,995 shares; 2026Q1: 328,350 shares 328,350 $9.01M 0.05% +325,355 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,125 shares; 2024Q4: 17,066 shares; 2025Q1: 15,767 shares; 2025Q2: 13,761 shares; 2025Q3: 12,154 shares; 2025Q4: 10,709 shares; 2026Q1: 98,969 shares 98,969 $8.92M 0.05% +88,260 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,788 shares; 2024Q4: 678,588 shares; 2025Q1: 678,588 shares; 2025Q2: 678,588 shares; 2025Q3: 678,588 shares; 2025Q4: 678,588 shares; 2026Q1: 663,588 shares 663,588 $8.71M 0.05% -15,000 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 1,222 shares; 2026Q1: 177,490 shares 177,490 $8.59M 0.05% +176,268 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 697 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 366,762 shares 366,762 $8.46M 0.05% +366,194 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,468 shares 147,468 $8.36M 0.05% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,972 shares; 2024Q4: 251,631 shares; 2025Q1: 251,630 shares; 2025Q2: 251,631 shares; 2025Q3: 251,466 shares; 2025Q4: 251,456 shares; 2026Q1: 127,256 shares 127,256 $8.26M 0.05% -124,200 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: 28,642 shares; 2024Q4: 28,495 shares; 2025Q1: 27,515 shares; 2025Q2: 26,652 shares; 2025Q3: 26,575 shares; 2025Q4: 25,914 shares; 2026Q1: 25,186 shares 25,186 $8.24M 0.05% -728 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: 7,221 shares; 2024Q4: 7,634 shares; 2025Q1: 12,771 shares; 2025Q2: 16,068 shares; 2025Q3: 18,542 shares; 2025Q4: 21,714 shares; 2026Q1: 28,345 shares 28,345 $7.92M 0.04% +6,631 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,864 shares; 2024Q4: 69,193 shares; 2025Q1: 66,636 shares; 2025Q2: 66,462 shares; 2025Q3: 66,870 shares; 2025Q4: 67,056 shares; 2026Q1: 185,384 shares 185,384 $7.83M 0.04% +118,328 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,200 shares; 2024Q4: 186,200 shares; 2025Q1: 186,200 shares; 2025Q2: 186,050 shares; 2025Q3: 186,050 shares; 2025Q4: 186,050 shares; 2026Q1: 186,050 shares 186,050 $7.76M 0.04% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,593 shares; 2024Q4: 705,222 shares; 2025Q1: 595,240 shares; 2025Q2: 548,050 shares; 2025Q3: 468,050 shares; 2025Q4: 226,537 shares; 2026Q1: 170,675 shares 170,675 $7.65M 0.04% -55,862 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: 100,293 shares; 2024Q4: 116,303 shares; 2025Q1: 124,559 shares; 2025Q2: 124,137 shares; 2025Q3: 122,939 shares; 2025Q4: 124,477 shares; 2026Q1: 125,249 shares 125,249 $7.65M 0.04% +772 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 371 shares; 2025Q1: 349 shares; 2025Q2: 267 shares; 2025Q3: 3 shares; 2025Q4: 56 shares; 2026Q1: 58,759 shares 58,759 $7.54M 0.04% +58,703 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: 1,240 shares; 2024Q4: 1,214 shares; 2025Q1: 6,590 shares; 2025Q2: 4,467 shares; 2025Q3: 4,325 shares; 2025Q4: 4,554 shares; 2026Q1: 13,671 shares 13,671 $7.51M 0.04% +9,117 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: 38,930 shares; 2024Q4: 38,687 shares; 2025Q1: 38,486 shares; 2025Q2: 38,268 shares; 2025Q3: 39,250 shares; 2025Q4: 37,865 shares; 2026Q1: 39,729 shares 39,729 $7.24M 0.04% +1,864 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 125,301 shares 125,301 $7.11M 0.04% new 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: 58,189 shares; 2024Q4: 54,835 shares; 2025Q1: 51,519 shares; 2025Q2: 53,386 shares; 2025Q3: 45,473 shares; 2025Q4: 43,945 shares; 2026Q1: 41,584 shares 41,584 $7.03M 0.04% -2,361 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,020 shares; 2024Q4: 103,918 shares; 2025Q1: 95,461 shares; 2025Q2: 90,300 shares; 2025Q3: 85,717 shares; 2025Q4: 79,408 shares; 2026Q1: 74,068 shares 74,068 $6.91M 0.04% -5,340 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: 182,410 shares; 2024Q4: 135,598 shares; 2025Q1: 81,406 shares; 2025Q2: 63,878 shares; 2025Q3: 50,671 shares; 2025Q4: 47,351 shares; 2026Q1: 56,913 shares 56,913 $6.9M 0.04% +9,562 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,974 shares 68,974 $6.7M 0.04% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 475 shares; 2025Q1: 482 shares; 2025Q2: 485 shares; 2025Q3: 707 shares; 2025Q4: 888 shares; 2026Q1: 18,636 shares 18,636 $6.69M 0.04% +17,748 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,692 shares; 2024Q4: 109,749 shares; 2025Q1: 109,290 shares; 2025Q2: 121,225 shares; 2025Q3: 123,225 shares; 2025Q4: 124,622 shares; 2026Q1: 142,904 shares 142,904 $6.64M 0.04% +18,282 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,944 shares 116,944 $6.49M 0.04% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,527 shares; 2024Q4: 80,656 shares; 2025Q1: 80,940 shares; 2025Q2: 80,622 shares; 2025Q3: 80,401 shares; 2025Q4: 80,727 shares; 2026Q1: 80,993 shares 80,993 $6.37M 0.04% +266 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,554 shares; 2024Q4: 23,813 shares; 2025Q1: 22,459 shares; 2025Q2: 22,229 shares; 2025Q3: 22,131 shares; 2025Q4: 19,434 shares; 2026Q1: 40,680 shares 40,680 $6.21M 0.03% +21,246 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,939 shares; 2024Q4: 167,142 shares; 2025Q1: 167,142 shares; 2025Q2: 164,551 shares; 2025Q3: 164,551 shares; 2025Q4: 164,551 shares; 2026Q1: 157,099 shares 157,099 $6.08M 0.03% -7,452 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 122,990 shares 122,990 $6.02M 0.03% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,295 shares; 2024Q4: 20,430 shares; 2025Q1: 20,460 shares; 2025Q2: 20,419 shares; 2025Q3: 20,631 shares; 2025Q4: 20,795 shares; 2026Q1: 20,626 shares 20,626 $6M 0.03% -169 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,830 shares; 2024Q4: 487,821 shares; 2025Q1: 488,128 shares; 2025Q2: 487,806 shares; 2025Q3: 487,556 shares; 2025Q4: 650,605 shares; 2026Q1: 650,662 shares 650,662 $5.94M 0.03% +57 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: 41,968 shares; 2024Q4: 42,642 shares; 2025Q1: 38,702 shares; 2025Q2: 39,013 shares; 2025Q3: 37,369 shares; 2025Q4: 36,488 shares; 2026Q1: 33,941 shares 33,941 $5.89M 0.03% -2,547 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: 26,274 shares; 2024Q4: 27,026 shares; 2025Q1: 24,460 shares; 2025Q2: 22,806 shares; 2025Q3: 22,108 shares; 2025Q4: 21,896 shares; 2026Q1: 29,681 shares 29,681 $5.88M 0.03% +7,785 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,971 shares; 2025Q1: 2,978 shares; 2025Q2: 3,033 shares; 2025Q3: 3,926 shares; 2025Q4: 3,780 shares; 2026Q1: 12,742 shares 12,742 $5.66M 0.03% +8,962 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,395 shares; 2024Q4: 93,067 shares; 2025Q1: 89,757 shares; 2025Q2: 95,364 shares; 2025Q3: 82,834 shares; 2025Q4: 82,385 shares; 2026Q1: 88,091 shares 88,091 $5.45M 0.03% +5,706 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: 76,576 shares; 2024Q4: 75,848 shares; 2025Q1: 62,980 shares; 2025Q2: 57,480 shares; 2025Q3: 56,157 shares; 2025Q4: 56,711 shares; 2026Q1: 55,981 shares 55,981 $5.44M 0.03% -730 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,984 shares; 2024Q4: 76,484 shares; 2025Q1: 76,300 shares; 2025Q2: 74,201 shares; 2025Q3: 77,920 shares; 2025Q4: 75,404 shares; 2026Q1: 142,929 shares 142,929 $5.41M 0.03% +67,525 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 1,213 shares; 2025Q1: 991 shares; 2025Q2: 682 shares; 2025Q3: 977 shares; 2025Q4: 995 shares; 2026Q1: 146,011 shares 146,011 $5.35M 0.03% +145,016 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,793 shares; 2024Q4: 31,874 shares; 2025Q1: 32,708 shares; 2025Q2: 35,116 shares; 2025Q3: 35,614 shares; 2025Q4: 34,533 shares; 2026Q1: 32,472 shares 32,472 $5.3M 0.03% -2,061 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: 48,857 shares; 2024Q4: 54,961 shares; 2025Q1: 52,150 shares; 2025Q2: 52,680 shares; 2025Q3: 55,481 shares; 2025Q4: 56,487 shares; 2026Q1: 65,788 shares 65,788 $5.24M 0.03% +9,301 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: 139,102 shares; 2024Q4: 141,468 shares; 2025Q1: 136,172 shares; 2025Q2: 122,881 shares; 2025Q3: 119,280 shares; 2025Q4: 117,520 shares; 2026Q1: 115,786 shares 115,786 $5.24M 0.03% -1,734 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: 37,270 shares; 2024Q4: 37,670 shares; 2025Q1: 31,008 shares; 2025Q2: 29,274 shares; 2025Q3: 23,539 shares; 2025Q4: 23,339 shares; 2026Q1: 26,305 shares 26,305 $5.24M 0.03% +2,966 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: 22,441 shares; 2024Q4: 22,284 shares; 2025Q1: 20,664 shares; 2025Q2: 19,778 shares; 2025Q3: 19,784 shares; 2025Q4: 19,804 shares; 2026Q1: 17,728 shares 17,728 $5.15M 0.03% -2,076 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 698 shares; 2025Q1: 1,371 shares; 2025Q2: 27,101 shares; 2025Q3: 37,658 shares; 2025Q4: 41,593 shares; 2026Q1: 45,649 shares 45,649 $5.09M 0.03% +4,056 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: 67,742 shares; 2024Q4: 70,257 shares; 2025Q1: 63,354 shares; 2025Q2: 65,467 shares; 2025Q3: 76,314 shares; 2025Q4: 72,482 shares; 2026Q1: 69,831 shares 69,831 $5.05M 0.03% -2,651 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,793 shares 11,793 $5.03M 0.03% new 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: 89,309 shares; 2024Q4: 85,789 shares; 2025Q1: 76,479 shares; 2025Q2: 73,927 shares; 2025Q3: 66,910 shares; 2025Q4: 56,181 shares; 2026Q1: 54,745 shares 54,745 $4.9M 0.03% -1,436 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: 17,813 shares; 2024Q4: 17,739 shares; 2025Q1: 12,321 shares; 2025Q2: 11,559 shares; 2025Q3: 10,618 shares; 2025Q4: 9,894 shares; 2026Q1: 11,266 shares 11,266 $4.87M 0.03% +1,372 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: 15,079 shares; 2024Q4: 14,473 shares; 2025Q1: 14,173 shares; 2025Q2: 14,614 shares; 2025Q3: 14,499 shares; 2025Q4: 14,509 shares; 2026Q1: 15,354 shares 15,354 $4.82M 0.03% +845 Timeline RDIV 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: not reported; 2026Q1: 85,120 shares 85,120 $4.74M 0.03% new 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: 81,015 shares; 2024Q4: 89,908 shares; 2025Q1: 81,015 shares; 2025Q2: 68,997 shares; 2025Q3: 71,000 shares; 2025Q4: 41,341 shares; 2026Q1: 240,318 shares 240,318 $4.62M 0.03% +198,977 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: 134,146 shares; 2024Q4: 132,792 shares; 2025Q1: 125,444 shares; 2025Q2: 126,011 shares; 2025Q3: 110,590 shares; 2025Q4: 115,964 shares; 2026Q1: 112,168 shares 112,168 $4.6M 0.03% -3,796 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 66,693 shares 66,693 $4.56M 0.03% new 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: 64,154 shares; 2024Q4: 58,556 shares; 2025Q1: 51,797 shares; 2025Q2: 52,116 shares; 2025Q3: 51,006 shares; 2025Q4: 48,157 shares; 2026Q1: 46,562 shares 46,562 $4.33M 0.02% -1,595 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: 53,401 shares; 2024Q4: 43,013 shares; 2025Q1: 28,445 shares; 2025Q2: 23,467 shares; 2025Q3: 18,537 shares; 2025Q4: 13,612 shares; 2026Q1: 17,424 shares 17,424 $4.24M 0.02% +3,812 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: 21,191 shares; 2024Q4: 35,148 shares; 2025Q1: 38,596 shares; 2025Q2: 38,055 shares; 2025Q3: 41,496 shares; 2025Q4: 46,413 shares; 2026Q1: 44,829 shares 44,829 $4.21M 0.02% -1,584 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,656 shares; 2024Q4: 84,323 shares; 2025Q1: 82,018 shares; 2025Q2: 80,238 shares; 2025Q3: 79,049 shares; 2025Q4: 79,439 shares; 2026Q1: 89,633 shares 89,633 $4.21M 0.02% +10,194 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: 458,363 shares; 2024Q4: 365,089 shares; 2025Q1: 267,399 shares; 2025Q2: 238,155 shares; 2025Q3: 193,492 shares; 2025Q4: 157,672 shares; 2026Q1: 144,698 shares 144,698 $4.15M 0.02% -12,974 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,453 shares; 2024Q4: 36,123 shares; 2025Q1: 34,949 shares; 2025Q2: 32,123 shares; 2025Q3: 28,052 shares; 2025Q4: 26,696 shares; 2026Q1: 49,223 shares 49,223 $3.98M 0.02% +22,527 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,319 shares; 2024Q4: 22,942 shares; 2025Q1: 22,833 shares; 2025Q2: 21,611 shares; 2025Q3: 20,885 shares; 2025Q4: 20,098 shares; 2026Q1: 19,065 shares 19,065 $3.97M 0.02% -1,033 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,599 shares; 2024Q4: 101,459 shares; 2025Q1: 92,295 shares; 2025Q2: 87,860 shares; 2025Q3: 85,058 shares; 2025Q4: 78,892 shares; 2026Q1: 151,484 shares 151,484 $3.96M 0.02% +72,592 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 17,284 shares; 2025Q1: 20,713 shares; 2025Q2: 19,819 shares; 2025Q3: 17,523 shares; 2025Q4: 17,587 shares; 2026Q1: 26,855 shares 26,855 $3.93M 0.02% +9,268 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,851 shares 11,851 $3.8M 0.02% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,732 shares; 2024Q4: 117,383 shares; 2025Q1: 117,567 shares; 2025Q2: 146,494 shares; 2025Q3: 146,460 shares; 2025Q4: 320,660 shares; 2026Q1: 174,896 shares 174,896 $3.78M 0.02% -145,764 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: 14,915 shares; 2024Q4: 16,880 shares; 2025Q1: 17,673 shares; 2025Q2: 16,183 shares; 2025Q3: 21,694 shares; 2025Q4: 24,477 shares; 2026Q1: 28,502 shares 28,502 $3.73M 0.02% +4,025 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,345 shares 145,345 $3.71M 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,112 shares; 2024Q4: 21,595 shares; 2025Q1: 19,462 shares; 2025Q2: 22,343 shares; 2025Q3: 21,840 shares; 2025Q4: 42,947 shares; 2026Q1: 56,550 shares 56,550 $3.46M 0.02% +13,603 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: 57,429 shares; 2024Q4: 58,766 shares; 2025Q1: 64,402 shares; 2025Q2: 65,655 shares; 2025Q3: 64,006 shares; 2025Q4: 64,657 shares; 2026Q1: 70,172 shares 70,172 $3.44M 0.02% +5,515 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,768 shares; 2024Q4: 32,537 shares; 2025Q1: 28,084 shares; 2025Q2: 25,771 shares; 2025Q3: 26,240 shares; 2025Q4: 25,394 shares; 2026Q1: 24,717 shares 24,717 $3.39M 0.02% -677 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,023 shares; 2024Q4: 40,632 shares; 2025Q1: 38,797 shares; 2025Q2: 38,282 shares; 2025Q3: 36,153 shares; 2025Q4: 34,862 shares; 2026Q1: 31,776 shares 31,776 $3.36M 0.02% -3,086 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: 11,923 shares; 2024Q4: 12,018 shares; 2025Q1: 11,111 shares; 2025Q2: 10,025 shares; 2025Q3: 9,576 shares; 2025Q4: 10,768 shares; 2026Q1: 9,617 shares 9,617 $3.32M 0.02% -1,151 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,210 shares; 2024Q4: 23,238 shares; 2025Q1: 23,292 shares; 2025Q2: 23,250 shares; 2025Q3: 23,442 shares; 2025Q4: 23,145 shares; 2026Q1: 22,699 shares 22,699 $3.3M 0.02% -446 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 22,354 shares; 2025Q1: 21,209 shares; 2025Q2: 19,107 shares; 2025Q3: 19,599 shares; 2025Q4: 19,937 shares; 2026Q1: 20,300 shares 20,300 $3.28M 0.02% +363 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: 22,262 shares; 2024Q4: 15,118 shares; 2025Q1: 19,218 shares; 2025Q2: 15,573 shares; 2025Q3: 20,512 shares; 2025Q4: 24,383 shares; 2026Q1: 28,922 shares 28,922 $3.28M 0.02% +4,539 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,179 shares; 2024Q4: 95,714 shares; 2025Q1: 73,802 shares; 2025Q2: 71,934 shares; 2025Q3: 60,052 shares; 2025Q4: 57,041 shares; 2026Q1: 55,371 shares 55,371 $3.27M 0.02% -1,670 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,408 shares 15,408 $3.25M 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,994 shares 47,994 $3.24M 0.02% new Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 76,701 shares; 2025Q4: 166,501 shares; 2026Q1: 166,501 shares 166,501 $3.24M 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,942 shares; 2024Q4: 36,960 shares; 2025Q1: 35,024 shares; 2025Q2: 32,682 shares; 2025Q3: 34,242 shares; 2025Q4: 31,476 shares; 2026Q1: 31,358 shares 31,358 $3.22M 0.02% -118 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: 87,181 shares; 2024Q4: 83,406 shares; 2025Q1: 68,963 shares; 2025Q2: 63,495 shares; 2025Q3: 58,068 shares; 2025Q4: 57,029 shares; 2026Q1: 54,383 shares 54,383 $3.2M 0.02% -2,646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,492 shares 27,492 $3.11M 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,024 shares; 2024Q4: 19,854 shares; 2025Q1: 19,574 shares; 2025Q2: 19,774 shares; 2025Q3: 21,853 shares; 2025Q4: 21,003 shares; 2026Q1: 19,517 shares 19,517 $3.07M 0.02% -1,486 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: 6,269 shares; 2024Q4: 6,331 shares; 2025Q1: 6,636 shares; 2025Q2: 6,566 shares; 2025Q3: 6,470 shares; 2025Q4: 6,592 shares; 2026Q1: 6,704 shares 6,704 $2.92M 0.02% +112 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,139 shares 7,139 $2.91M 0.02% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 3 shares; 2026Q1: 4 shares 4 $2.87M 0.02% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,783 shares; 2024Q4: 57,790 shares; 2025Q1: 55,957 shares; 2025Q2: 54,471 shares; 2025Q3: 52,644 shares; 2025Q4: 50,486 shares; 2026Q1: 50,959 shares 50,959 $2.87M 0.02% +473 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 6,233 shares; 2025Q1: 5,942 shares; 2025Q2: 6,011 shares; 2025Q3: 5,769 shares; 2025Q4: 5,850 shares; 2026Q1: 14,559 shares 14,559 $2.85M 0.02% +8,709 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 33,727 shares; 2025Q1: 31,914 shares; 2025Q2: 31,776 shares; 2025Q3: 32,049 shares; 2025Q4: 64,121 shares; 2026Q1: 61,629 shares 61,629 $2.83M 0.02% -2,492 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,624 shares 33,624 $2.78M 0.02% new 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: 929 shares; 2024Q4: 2,668 shares; 2025Q1: 6,375 shares; 2025Q2: 10,317 shares; 2025Q3: 10,281 shares; 2025Q4: 10,588 shares; 2026Q1: 11,073 shares 11,073 $2.77M 0.02% +485 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,042 shares; 2025Q1: 370 shares; 2025Q2: 183 shares; 2025Q3: 94 shares; 2025Q4: 103 shares; 2026Q1: 113,896 shares 113,896 $2.77M 0.02% +113,793 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: 24,451 shares; 2024Q4: 24,845 shares; 2025Q1: 23,606 shares; 2025Q2: 24,280 shares; 2025Q3: 30,535 shares; 2025Q4: 25,973 shares; 2026Q1: 24,027 shares 24,027 $2.76M 0.02% -1,946 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: 28,313 shares; 2024Q4: 29,307 shares; 2025Q1: 28,201 shares; 2025Q2: 28,573 shares; 2025Q3: 27,970 shares; 2025Q4: 28,527 shares; 2026Q1: 37,928 shares 37,928 $2.68M 0.01% +9,401 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 661 shares; 2025Q1: 913 shares; 2025Q2: 942 shares; 2025Q3: 881 shares; 2025Q4: 961 shares; 2026Q1: 126,689 shares 126,689 $2.61M 0.01% +125,728 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: 5,607 shares; 2024Q4: 5,669 shares; 2025Q1: 4,680 shares; 2025Q2: 4,998 shares; 2025Q3: 4,834 shares; 2025Q4: 5,127 shares; 2026Q1: 5,439 shares 5,439 $2.57M 0.01% +312 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: 13,071 shares; 2024Q4: 13,227 shares; 2025Q1: 11,277 shares; 2025Q2: 11,181 shares; 2025Q3: 11,495 shares; 2025Q4: 11,133 shares; 2026Q1: 11,422 shares 11,422 $2.47M 0.01% +289 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,153 shares; 2024Q4: 138,538 shares; 2025Q1: 52,135 shares; 2025Q2: 34,531 shares; 2025Q3: 22,195 shares; 2025Q4: 16,606 shares; 2026Q1: 16,284 shares 16,284 $2.44M 0.01% -322 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: 31,427 shares; 2024Q4: 31,265 shares; 2025Q1: 19,586 shares; 2025Q2: 19,947 shares; 2025Q3: 20,999 shares; 2025Q4: 22,410 shares; 2026Q1: 26,830 shares 26,830 $2.44M 0.01% +4,420 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 18,635 shares; 2025Q1: 16,589 shares; 2025Q2: 16,512 shares; 2025Q3: 16,366 shares; 2025Q4: 16,404 shares; 2026Q1: 15,669 shares 15,669 $2.44M 0.01% -735 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 27,871 shares; 2025Q1: 24,447 shares; 2025Q2: 24,489 shares; 2025Q3: 24,248 shares; 2025Q4: 22,873 shares; 2026Q1: 22,766 shares 22,766 $2.43M 0.01% -107 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 33 shares; 2025Q1: 15 shares; 2025Q2: 70 shares; 2025Q3: 54 shares; 2025Q4: 49 shares; 2026Q1: 4,090 shares 4,090 $2.43M 0.01% +4,041 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,933 shares; 2024Q4: 210,961 shares; 2025Q1: 199,540 shares; 2025Q2: 197,591 shares; 2025Q3: 205,480 shares; 2025Q4: 200,065 shares; 2026Q1: 152,471 shares 152,471 $2.4M 0.01% -47,594 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: 22,986 shares; 2024Q4: 17,783 shares; 2025Q1: 8,454 shares; 2025Q2: 7,128 shares; 2025Q3: 4,979 shares; 2025Q4: 3,725 shares; 2026Q1: 6,033 shares 6,033 $2.39M 0.01% +2,308 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 1 shares; 2025Q3: 195 shares; 2025Q4: 1 shares; 2026Q1: 65,517 shares 65,517 $2.37M 0.01% +65,516 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,950 shares; 2024Q4: 26,869 shares; 2025Q1: 20,984 shares; 2025Q2: 20,902 shares; 2025Q3: 21,033 shares; 2025Q4: 24,521 shares; 2026Q1: 31,328 shares 31,328 $2.36M 0.01% +6,807 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,705 shares 29,705 $2.35M 0.01% new 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: 19,113 shares; 2024Q4: 20,002 shares; 2025Q1: 24,863 shares; 2025Q2: 25,147 shares; 2025Q3: 27,079 shares; 2025Q4: 27,739 shares; 2026Q1: 28,649 shares 28,649 $2.28M 0.01% +910 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: 25,091 shares; 2024Q4: 23,356 shares; 2025Q1: 23,601 shares; 2025Q2: 24,276 shares; 2025Q3: 20,588 shares; 2025Q4: 21,631 shares; 2026Q1: 30,867 shares 30,867 $2.25M 0.01% +9,236 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,392 shares 3,392 $2.22M 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,831 shares 3,831 $2.21M 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,672 shares; 2025Q1: 1,824 shares; 2025Q2: 1,882 shares; 2025Q3: 3,162 shares; 2025Q4: 3,087 shares; 2026Q1: 14,375 shares 14,375 $2.19M 0.01% +11,288 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 8,489 shares; 2025Q1: 24,428 shares; 2025Q2: 28,226 shares; 2025Q3: 26,943 shares; 2025Q4: 46,950 shares; 2026Q1: 46,521 shares 46,521 $2.18M 0.01% -429 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: 5,334 shares; 2024Q4: 6,105 shares; 2025Q1: 5,820 shares; 2025Q2: 6,082 shares; 2025Q3: 4,697 shares; 2025Q4: 5,056 shares; 2026Q1: 5,235 shares 5,235 $2.18M 0.01% +179 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: 3,979 shares; 2024Q4: 3,776 shares; 2025Q1: 3,632 shares; 2025Q2: 3,651 shares; 2025Q3: 3,760 shares; 2025Q4: 3,829 shares; 2026Q1: 3,837 shares 3,837 $2.16M 0.01% +8 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,161 shares; 2024Q4: 310,228 shares; 2025Q1: 310,161 shares; 2025Q2: 310,161 shares; 2025Q3: 310,161 shares; 2025Q4: 310,161 shares; 2026Q1: 310,161 shares 310,161 $2.14M 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 2,015 shares; 2025Q1: 2,182 shares; 2025Q2: 1,952 shares; 2025Q3: 1,929 shares; 2025Q4: 1,960 shares; 2026Q1: 1,947 shares 1,947 $2.12M 0.01% -13 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: 3,760 shares; 2024Q4: 3,502 shares; 2025Q1: 2,696 shares; 2025Q2: 2,821 shares; 2025Q3: 2,609 shares; 2025Q4: 2,256 shares; 2026Q1: 5,934 shares 5,934 $2.1M 0.01% +3,678 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,624 shares; 2024Q4: 55,460 shares; 2025Q1: 55,680 shares; 2025Q2: 51,538 shares; 2025Q3: 52,838 shares; 2025Q4: 51,337 shares; 2026Q1: 108,677 shares 108,677 $2.1M 0.01% +57,340 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 10,920 shares; 2025Q1: 11,042 shares; 2025Q2: 10,976 shares; 2025Q3: 10,746 shares; 2025Q4: 11,058 shares; 2026Q1: 9,752 shares 9,752 $2.06M 0.01% -1,306 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 49,999 shares 49,999 $2.06M 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 10,301 shares; 2025Q1: 10,111 shares; 2025Q2: 14,038 shares; 2025Q3: 13,387 shares; 2025Q4: 12,072 shares; 2026Q1: 37,145 shares 37,145 $2.05M 0.01% +25,073 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: 7,558 shares; 2024Q4: 7,603 shares; 2025Q1: 7,621 shares; 2025Q2: 7,664 shares; 2025Q3: 7,546 shares; 2025Q4: 8,568 shares; 2026Q1: 7,679 shares 7,679 $2.05M 0.01% -889 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: 4,334 shares; 2024Q4: 10,703 shares; 2025Q1: 14,140 shares; 2025Q2: 14,619 shares; 2025Q3: 15,256 shares; 2025Q4: 13,807 shares; 2026Q1: 18,179 shares 18,179 $2.04M 0.01% +4,372 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 17,059 shares; 2025Q1: 16,341 shares; 2025Q2: 16,336 shares; 2025Q3: 16,567 shares; 2025Q4: 16,539 shares; 2026Q1: 16,535 shares 16,535 $2.02M 0.01% -4 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,089 shares; 2024Q4: 35,677 shares; 2025Q1: 34,749 shares; 2025Q2: 35,085 shares; 2025Q3: 34,585 shares; 2025Q4: 32,152 shares; 2026Q1: 32,737 shares 32,737 $1.98M 0.01% +585 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,479 shares; 2024Q4: 22,520 shares; 2025Q1: 22,398 shares; 2025Q2: 22,244 shares; 2025Q3: 23,575 shares; 2025Q4: 23,150 shares; 2026Q1: 23,095 shares 23,095 $1.96M 0.01% -55 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: 5,459 shares; 2024Q4: 6,325 shares; 2025Q1: 6,354 shares; 2025Q2: 6,631 shares; 2025Q3: 7,144 shares; 2025Q4: 9,849 shares; 2026Q1: 9,897 shares 9,897 $1.96M 0.01% +48 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 21,853 shares; 2025Q1: 21,266 shares; 2025Q2: 21,233 shares; 2025Q3: 18,500 shares; 2025Q4: 18,063 shares; 2026Q1: 17,187 shares 17,187 $1.95M 0.01% -876 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,573 shares 15,573 $1.94M 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,156 shares 13,156 $1.92M 0.01% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,882 shares; 2025Q1: 1,569 shares; 2025Q2: 1,552 shares; 2025Q3: 1,505 shares; 2025Q4: 958 shares; 2026Q1: 20,747 shares 20,747 $1.91M 0.01% +19,789 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 139 shares; 2025Q1: 202 shares; 2025Q2: 408 shares; 2025Q3: 169 shares; 2025Q4: 171 shares; 2026Q1: 6,314 shares 6,314 $1.88M 0.01% +6,143 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,385 shares; 2025Q1: 1,444 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 7,601 shares 7,601 $1.88M 0.01% +6,187 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,524 shares; 2025Q1: 3,821 shares; 2025Q2: 3,432 shares; 2025Q3: 3,193 shares; 2025Q4: 3,282 shares; 2026Q1: 3,180 shares 3,180 $1.87M 0.01% -102 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: 32,051 shares; 2024Q4: 32,140 shares; 2025Q1: 39,939 shares; 2025Q2: 72,780 shares; 2025Q3: 54,261 shares; 2025Q4: 51,230 shares; 2026Q1: 40,182 shares 40,182 $1.86M 0.01% -11,048 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: 11,416 shares; 2024Q4: 11,736 shares; 2025Q1: 11,475 shares; 2025Q2: 12,368 shares; 2025Q3: 11,057 shares; 2025Q4: 11,411 shares; 2026Q1: 10,994 shares 10,994 $1.86M 0.01% -417 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: 112,448 shares; 2024Q4: 75,580 shares; 2025Q1: 51,729 shares; 2025Q2: 43,376 shares; 2025Q3: 32,516 shares; 2025Q4: 27,492 shares; 2026Q1: 22,747 shares 22,747 $1.85M 0.01% -4,745 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: 41,539 shares; 2024Q4: 32,912 shares; 2025Q1: 24,325 shares; 2025Q2: 23,170 shares; 2025Q3: 22,224 shares; 2025Q4: 23,832 shares; 2026Q1: 25,514 shares 25,514 $1.83M 0.01% +1,682 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: 13,398 shares; 2024Q4: 14,529 shares; 2025Q1: 14,132 shares; 2025Q2: 13,805 shares; 2025Q3: 18,133 shares; 2025Q4: 19,434 shares; 2026Q1: 54,862 shares 54,862 $1.82M 0.01% +35,428 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 93 shares; 2025Q3: 74 shares; 2025Q4: 81 shares; 2026Q1: 16,046 shares 16,046 $1.8M 0.01% +15,965 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 148 shares; 2025Q1: 13 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 55,275 shares 55,275 $1.79M 0.01% +54,274 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: 123,335 shares; 2024Q4: 121,002 shares; 2025Q1: 123,328 shares; 2025Q2: 128,169 shares; 2025Q3: 123,467 shares; 2025Q4: 125,816 shares; 2026Q1: 154,981 shares 154,981 $1.79M 0.01% +29,165 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: 25,803 shares; 2024Q4: 25,922 shares; 2025Q1: 22,612 shares; 2025Q2: 23,393 shares; 2025Q3: 20,114 shares; 2025Q4: 20,835 shares; 2026Q1: 24,288 shares 24,288 $1.77M 0.01% +3,453 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,467 shares; 2024Q4: 31,106 shares; 2025Q1: 30,932 shares; 2025Q2: 31,205 shares; 2025Q3: 29,071 shares; 2025Q4: 28,933 shares; 2026Q1: 31,860 shares 31,860 $1.72M 0.01% +2,927 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,796 shares; 2024Q4: 75,624 shares; 2025Q1: 66,004 shares; 2025Q2: 59,691 shares; 2025Q3: 50,014 shares; 2025Q4: 45,126 shares; 2026Q1: 34,037 shares 34,037 $1.72M 0.01% -11,089 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,222 shares; 2024Q4: 11,842 shares; 2025Q1: 12,370 shares; 2025Q2: 12,778 shares; 2025Q3: 12,965 shares; 2025Q4: 12,256 shares; 2026Q1: 7,820 shares 7,820 $1.71M 0.01% -4,436 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $1.7M 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 11,299 shares; 2025Q1: 10,191 shares; 2025Q2: 9,817 shares; 2025Q3: 9,677 shares; 2025Q4: 9,397 shares; 2026Q1: 7,948 shares 7,948 $1.69M 0.01% -1,449 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: 3,399 shares; 2024Q4: 4,577 shares; 2025Q1: 3,923 shares; 2025Q2: 4,353 shares; 2025Q3: 4,637 shares; 2025Q4: 5,092 shares; 2026Q1: 5,634 shares 5,634 $1.66M 0.01% +542 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: 519 shares; 2024Q4: 532 shares; 2025Q1: 512 shares; 2025Q2: 510 shares; 2025Q3: 504 shares; 2025Q4: 502 shares; 2026Q1: 487 shares 487 $1.64M 0.01% -15 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: 32,492 shares; 2024Q4: 24,077 shares; 2025Q1: 11,501 shares; 2025Q2: 10,563 shares; 2025Q3: 7,104 shares; 2025Q4: 5,816 shares; 2026Q1: 5,602 shares 5,602 $1.64M 0.01% -214 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: 2,163 shares; 2024Q4: 2,409 shares; 2025Q1: 2,554 shares; 2025Q2: 2,492 shares; 2025Q3: 2,788 shares; 2025Q4: 3,177 shares; 2026Q1: 8,606 shares 8,606 $1.63M 0.01% +5,429 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: not reported; 2025Q4: not reported; 2026Q1: 4,528 shares 4,528 $1.61M 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 13,833 shares; 2025Q1: 13,247 shares; 2025Q2: 13,255 shares; 2025Q3: 13,458 shares; 2025Q4: 14,793 shares; 2026Q1: 15,538 shares 15,538 $1.61M 0.01% +745 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: 10,155 shares; 2024Q4: 10,273 shares; 2025Q1: 14,631 shares; 2025Q2: 13,806 shares; 2025Q3: 13,840 shares; 2025Q4: 13,361 shares; 2026Q1: 13,473 shares 13,473 $1.58M 0.01% +112 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: 17,263 shares; 2024Q4: 15,892 shares; 2025Q1: 17,221 shares; 2025Q2: 15,295 shares; 2025Q3: 16,763 shares; 2025Q4: 17,762 shares; 2026Q1: 16,742 shares 16,742 $1.51M 0.01% -1,020 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,521 shares; 2024Q4: 11,671 shares; 2025Q1: 11,857 shares; 2025Q2: 11,665 shares; 2025Q3: 11,623 shares; 2025Q4: 11,624 shares; 2026Q1: 11,935 shares 11,935 $1.51M 0.01% +311 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,481 shares; 2024Q4: 62,061 shares; 2025Q1: 52,741 shares; 2025Q2: 51,814 shares; 2025Q3: 43,069 shares; 2025Q4: 36,709 shares; 2026Q1: 40,505 shares 40,505 $1.51M 0.01% +3,796 Timeline DHS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,790 shares 13,790 $1.51M 0.01% new 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: 25,193 shares; 2024Q4: 25,323 shares; 2025Q1: 36,668 shares; 2025Q2: 37,076 shares; 2025Q3: 37,137 shares; 2025Q4: 38,252 shares; 2026Q1: 39,293 shares 39,293 $1.5M 0.01% +1,041 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 3,091 shares; 2025Q1: 3,082 shares; 2025Q2: 2,964 shares; 2025Q3: 3,058 shares; 2025Q4: 3,061 shares; 2026Q1: 3,741 shares 3,741 $1.47M 0.01% +680 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 7,615 shares; 2025Q1: 6,940 shares; 2025Q2: 7,552 shares; 2025Q3: 7,265 shares; 2025Q4: 7,164 shares; 2026Q1: 5,193 shares 5,193 $1.46M 0.01% -1,971 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,463 shares; 2025Q1: 5,491 shares; 2025Q2: 5,714 shares; 2025Q3: 5,951 shares; 2025Q4: 6,483 shares; 2026Q1: 7,187 shares 7,187 $1.41M 0.01% +704 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: 2,801 shares; 2024Q4: 2,647 shares; 2025Q1: 2,690 shares; 2025Q2: 2,765 shares; 2025Q3: 3,155 shares; 2025Q4: 3,013 shares; 2026Q1: 3,200 shares 3,200 $1.39M 0.01% +187 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,709 shares 14,709 $1.39M 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,286 shares; 2024Q4: 15,357 shares; 2025Q1: 14,434 shares; 2025Q2: 12,750 shares; 2025Q3: 11,061 shares; 2025Q4: 9,643 shares; 2026Q1: 8,809 shares 8,809 $1.39M 0.01% -834 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,537 shares; 2024Q4: 88,352 shares; 2025Q1: 95,723 shares; 2025Q2: 107,590 shares; 2025Q3: 89,410 shares; 2025Q4: 77,605 shares; 2026Q1: 68,604 shares 68,604 $1.38M 0.01% -9,001 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: 7,737 shares; 2024Q4: 7,679 shares; 2025Q1: 16,381 shares; 2025Q2: 15,606 shares; 2025Q3: 16,471 shares; 2025Q4: 15,659 shares; 2026Q1: 19,082 shares 19,082 $1.37M 0.01% +3,423 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 7,252 shares; 2025Q1: 6,488 shares; 2025Q2: 6,159 shares; 2025Q3: 5,697 shares; 2025Q4: 6,366 shares; 2026Q1: 6,575 shares 6,575 $1.37M 0.01% +209 Timeline BANK OF AMER CORP 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 22 shares; 2025Q3: 30 shares; 2025Q4: 49 shares; 2026Q1: 1,136 shares 1,136 $1.35M 0.01% +1,087 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 683 shares; 2025Q1: 656 shares; 2025Q2: 832 shares; 2025Q3: 835 shares; 2025Q4: 880 shares; 2026Q1: 1,023 shares 1,023 $1.35M 0.01% +143 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,464 shares; 2026Q1: 23,490 shares 23,490 $1.34M 0.01% +8,026 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: 3,571 shares; 2024Q4: 3,534 shares; 2025Q1: 3,625 shares; 2025Q2: 3,644 shares; 2025Q3: 3,423 shares; 2025Q4: 3,500 shares; 2026Q1: 4,708 shares 4,708 $1.34M 0.01% +1,208 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,650 shares; 2024Q4: 12,519 shares; 2025Q1: 16,467 shares; 2025Q2: 16,361 shares; 2025Q3: 16,716 shares; 2025Q4: 17,287 shares; 2026Q1: 17,165 shares 17,165 $1.33M 0.01% -122 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,257 shares 10,257 $1.31M 0.01% new 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: 16,387 shares; 2024Q4: 16,716 shares; 2025Q1: 16,865 shares; 2025Q2: 16,178 shares; 2025Q3: 18,700 shares; 2025Q4: 19,987 shares; 2026Q1: 20,288 shares 20,288 $1.31M 0.01% +301 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 11,350 shares; 2025Q1: 10,858 shares; 2025Q2: 10,946 shares; 2025Q3: 11,110 shares; 2025Q4: 10,564 shares; 2026Q1: 12,062 shares 12,062 $1.31M 0.01% +1,498 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 10,621 shares; 2025Q1: 10,145 shares; 2025Q2: 10,650 shares; 2025Q3: 9,296 shares; 2025Q4: 10,053 shares; 2026Q1: 9,675 shares 9,675 $1.31M 0.01% -378 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,817 shares 24,817 $1.3M 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,263 shares 22,263 $1.3M 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,566 shares 8,566 $1.3M 0.01% new 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: 7,568 shares; 2024Q4: 13,346 shares; 2025Q1: 11,180 shares; 2025Q2: 11,401 shares; 2025Q3: 11,565 shares; 2025Q4: 12,301 shares; 2026Q1: 10,932 shares 10,932 $1.3M 0.01% -1,369 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,551 shares 13,551 $1.29M 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,560 shares; 2024Q4: 169,932 shares; 2025Q1: 110,462 shares; 2025Q2: 100,488 shares; 2025Q3: 82,111 shares; 2025Q4: 53,505 shares; 2026Q1: 35,925 shares 35,925 $1.28M 0.01% -17,580 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,854 shares; 2025Q1: 5,043 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,204 shares; 2026Q1: 5,093 shares 5,093 $1.27M 0.01% -111 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 22,784 shares; 2025Q1: 33,268 shares; 2025Q2: 32,826 shares; 2025Q3: 28,778 shares; 2025Q4: 27,659 shares; 2026Q1: 27,027 shares 27,027 $1.26M 0.01% -632 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: 4,175 shares; 2024Q4: 4,289 shares; 2025Q1: 4,369 shares; 2025Q2: 4,106 shares; 2025Q3: 3,935 shares; 2025Q4: 3,993 shares; 2026Q1: 3,885 shares 3,885 $1.25M 0.01% -108 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,816 shares 27,816 $1.25M 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 7,075 shares; 2025Q1: 10,761 shares; 2025Q2: 10,947 shares; 2025Q3: 11,103 shares; 2025Q4: 11,289 shares; 2026Q1: 11,335 shares 11,335 $1.25M 0.01% +46 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 18,046 shares; 2025Q1: 16,731 shares; 2025Q2: 17,067 shares; 2025Q3: 16,926 shares; 2025Q4: 16,853 shares; 2026Q1: 17,323 shares 17,323 $1.24M 0.01% +470 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,814 shares; 2024Q4: 15,939 shares; 2025Q1: 15,595 shares; 2025Q2: 15,348 shares; 2025Q3: 15,350 shares; 2025Q4: 14,529 shares; 2026Q1: 12,842 shares 12,842 $1.24M 0.01% -1,687 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 687 shares; 2025Q1: 850 shares; 2025Q2: 971 shares; 2025Q3: 1,107 shares; 2025Q4: 15,237 shares; 2026Q1: 7,066 shares 7,066 $1.23M 0.01% -8,171 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 343 shares; 2025Q1: 364 shares; 2025Q2: 281 shares; 2025Q3: 297 shares; 2025Q4: 279 shares; 2026Q1: 7,101 shares 7,101 $1.22M 0.01% +6,822 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,577 shares; 2024Q4: 19,994 shares; 2025Q1: 19,226 shares; 2025Q2: 19,070 shares; 2025Q3: 17,702 shares; 2025Q4: 17,310 shares; 2026Q1: 15,618 shares 15,618 $1.2M 0.01% -1,692 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 715 shares; 2025Q1: 980 shares; 2025Q2: 1,057 shares; 2025Q3: 1,163 shares; 2025Q4: 1,123 shares; 2026Q1: 6,351 shares 6,351 $1.16M 0.01% +5,228 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,391 shares; 2024Q4: 48,714 shares; 2025Q1: 41,494 shares; 2025Q2: 35,707 shares; 2025Q3: 26,089 shares; 2025Q4: 18,178 shares; 2026Q1: 17,758 shares 17,758 $1.15M 0.01% -420 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 7,165 shares; 2025Q1: 7,313 shares; 2025Q2: 7,164 shares; 2025Q3: 7,341 shares; 2025Q4: 7,850 shares; 2026Q1: 8,513 shares 8,513 $1.15M 0.01% +663 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,000 shares 17,000 $1.15M 0.01% new 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: 10,176 shares; 2024Q4: 8,502 shares; 2025Q1: 9,382 shares; 2025Q2: 10,648 shares; 2025Q3: 10,682 shares; 2025Q4: 11,706 shares; 2026Q1: 10,563 shares 10,563 $1.14M 0.01% -1,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares 1,818 $1.12M 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 381 shares; 2025Q1: 3,260 shares; 2025Q2: 3,502 shares; 2025Q3: 3,566 shares; 2025Q4: 3,710 shares; 2026Q1: 3,778 shares 3,778 $1.12M 0.01% +68 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: 1,853 shares; 2024Q4: 2,132 shares; 2025Q1: 2,309 shares; 2025Q2: 2,625 shares; 2025Q3: 3,945 shares; 2025Q4: 4,279 shares; 2026Q1: 4,027 shares 4,027 $1.12M 0.01% -252 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,964 shares; 2025Q1: 8,918 shares; 2025Q2: 7,388 shares; 2025Q3: 7,388 shares; 2025Q4: 7,537 shares; 2026Q1: 8,537 shares 8,537 $1.12M 0.01% +1,000 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: 5,680 shares; 2024Q4: 7,476 shares; 2025Q1: 5,560 shares; 2025Q2: 5,518 shares; 2025Q3: 5,734 shares; 2025Q4: 6,150 shares; 2026Q1: 4,612 shares 4,612 $1.1M 0.01% -1,538 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: not reported; 2026Q1: 7,553 shares 7,553 $1.1M 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,237 shares; 2025Q1: 2,274 shares; 2025Q2: 2,295 shares; 2025Q3: 2,800 shares; 2025Q4: 4,824 shares; 2026Q1: 5,107 shares 5,107 $1.09M 0.01% +283 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 10,810 shares; 2025Q1: 11,893 shares; 2025Q2: 11,689 shares; 2025Q3: 11,327 shares; 2025Q4: 12,055 shares; 2026Q1: 10,975 shares 10,975 $1.09M 0.01% -1,080 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,249 shares 14,249 $1.09M 0.01% new 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: 778 shares; 2024Q4: 894 shares; 2025Q1: 918 shares; 2025Q2: 711 shares; 2025Q3: 913 shares; 2025Q4: 935 shares; 2026Q1: 934 shares 934 $1.08M 0.01% -1 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,552 shares; 2025Q1: 5,255 shares; 2025Q2: 5,144 shares; 2025Q3: 5,233 shares; 2025Q4: 5,616 shares; 2026Q1: 5,553 shares 5,553 $1.08M 0.01% -63 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 125 shares; 2025Q1: 5,370 shares; 2025Q2: 4,163 shares; 2025Q3: 3,800 shares; 2025Q4: 6,268 shares; 2026Q1: 5,444 shares 5,444 $1.08M 0.01% -824 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: 760 shares; 2024Q4: 1,246 shares; 2025Q1: 914 shares; 2025Q2: 1,084 shares; 2025Q3: 799 shares; 2025Q4: 953 shares; 2026Q1: 8,290 shares 8,290 $1.08M 0.01% +7,337 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 710 shares; 2025Q1: 708 shares; 2025Q2: 597 shares; 2025Q3: 875 shares; 2025Q4: 943 shares; 2026Q1: 956 shares 956 $1.05M 0.01% +13 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,413 shares; 2025Q1: 13,872 shares; 2025Q2: 13,369 shares; 2025Q3: 12,366 shares; 2025Q4: 13,270 shares; 2026Q1: 24,104 shares 24,104 $1.04M 0.01% +10,834 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 512 shares; 2025Q1: 725 shares; 2025Q2: 684 shares; 2025Q3: 1,180 shares; 2025Q4: 1,106 shares; 2026Q1: 9,287 shares 9,287 $1.04M 0.01% +8,181 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 76,943 shares 76,943 $1.01M 0.01% +74,017 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $1M 0.01% new 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: 10,249 shares; 2024Q4: 9,703 shares; 2025Q1: 10,467 shares; 2025Q2: 11,254 shares; 2025Q3: 10,538 shares; 2025Q4: 11,197 shares; 2026Q1: 10,694 shares 10,694 $985K 0.01% -503 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 28,525 shares; 2025Q1: 28,132 shares; 2025Q2: 26,748 shares; 2025Q3: 26,786 shares; 2025Q4: 27,331 shares; 2026Q1: 21,711 shares 21,711 $984K 0.01% -5,620 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 5,915 shares; 2025Q1: 4,453 shares; 2025Q2: 4,388 shares; 2025Q3: 3,875 shares; 2025Q4: 3,067 shares; 2026Q1: 8,275 shares 8,275 $982K 0.01% +5,208 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,621 shares 13,621 $966K 0.01% new 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: 2,399 shares; 2024Q4: 2,716 shares; 2025Q1: 2,834 shares; 2025Q2: 2,772 shares; 2025Q3: 2,682 shares; 2025Q4: 3,032 shares; 2026Q1: 3,497 shares 3,497 $962K 0.01% +465 Timeline IWO 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: 3,034 shares 3,034 $952K 0.01% new 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: 2,650 shares; 2024Q4: 2,582 shares; 2025Q1: 2,476 shares; 2025Q2: 2,594 shares; 2025Q3: 2,569 shares; 2025Q4: 2,512 shares; 2026Q1: 2,620 shares 2,620 $952K 0.01% +108 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,871 shares 13,871 $945K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,790 shares 4,790 $945K 0.01% new 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: 2,092,905 shares; 2024Q4: 783,175 shares; 2025Q1: 320,670 shares; 2025Q2: 208,227 shares; 2025Q3: 132,604 shares; 2025Q4: 98,573 shares; 2026Q1: 66,905 shares 66,905 $943K 0.01% -31,668 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 903 shares; 2025Q1: 1,000 shares; 2025Q2: 902 shares; 2025Q3: 1,345 shares; 2025Q4: 1,291 shares; 2026Q1: 14,271 shares 14,271 $941K 0.01% +12,980 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,654 shares; 2024Q4: 16,874 shares; 2025Q1: 12,456 shares; 2025Q2: 12,159 shares; 2025Q3: 11,151 shares; 2025Q4: 11,067 shares; 2026Q1: 11,342 shares 11,342 $930K 0.01% +275 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 656 shares; 2026Q1: 40,656 shares 40,656 $927K 0.01% +40,000 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,280 shares; 2024Q4: 32,368 shares; 2025Q1: 20,519 shares; 2025Q2: 24,483 shares; 2025Q3: 23,710 shares; 2025Q4: 23,467 shares; 2026Q1: 23,577 shares 23,577 $919K 0.01% +110 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,982 shares 8,982 $904K <0.01% new 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: 2,040 shares; 2024Q4: 2,027 shares; 2025Q1: 2,161 shares; 2025Q2: 2,152 shares; 2025Q3: 2,109 shares; 2025Q4: 1,979 shares; 2026Q1: 2,125 shares 2,125 $902K <0.01% +146 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,188 shares; 2024Q4: 21,717 shares; 2025Q1: 20,717 shares; 2025Q2: 17,858 shares; 2025Q3: 16,668 shares; 2025Q4: 15,054 shares; 2026Q1: 13,533 shares 13,533 $895K <0.01% -1,521 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,996 shares; 2025Q1: 2,932 shares; 2025Q2: 2,641 shares; 2025Q3: 2,747 shares; 2025Q4: 2,534 shares; 2026Q1: 9,472 shares 9,472 $884K <0.01% +6,938 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: 2,835 shares; 2024Q4: 2,996 shares; 2025Q1: 2,959 shares; 2025Q2: 2,197 shares; 2025Q3: 1,326 shares; 2025Q4: 1,081 shares; 2026Q1: 13,756 shares 13,756 $881K <0.01% +12,675 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,347 shares; 2025Q1: 5,299 shares; 2025Q2: 5,185 shares; 2025Q3: 5,259 shares; 2025Q4: 5,396 shares; 2026Q1: 5,809 shares 5,809 $873K <0.01% +413 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: 478 shares; 2024Q4: 557 shares; 2025Q1: 600 shares; 2025Q2: 745 shares; 2025Q3: 885 shares; 2025Q4: 993 shares; 2026Q1: 3,469 shares 3,469 $870K <0.01% +2,476 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 3,152 shares; 2025Q1: 934 shares; 2025Q2: 142 shares; 2025Q3: 148 shares; 2025Q4: 91 shares; 2026Q1: 10,888 shares 10,888 $854K <0.01% +10,797 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 3,757 shares; 2025Q1: 3,762 shares; 2025Q2: 4,078 shares; 2025Q3: 4,123 shares; 2025Q4: 4,199 shares; 2026Q1: 4,202 shares 4,202 $847K <0.01% +3 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: 7,635 shares; 2024Q4: 7,048 shares; 2025Q1: 7,804 shares; 2025Q2: 7,767 shares; 2025Q3: 8,019 shares; 2025Q4: 8,155 shares; 2026Q1: 11,098 shares 11,098 $827K <0.01% +2,943 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $819K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,122 shares 6,122 $811K <0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 7,988 shares; 2025Q1: 8,166 shares; 2025Q2: 8,467 shares; 2025Q3: 8,068 shares; 2025Q4: 7,547 shares; 2026Q1: 37,102 shares 37,102 $811K <0.01% +29,555 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,066 shares; 2024Q4: 19,459 shares; 2025Q1: 15,476 shares; 2025Q2: 29,282 shares; 2025Q3: 31,454 shares; 2025Q4: 31,288 shares; 2026Q1: 71,855 shares 71,855 $811K <0.01% +40,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares 3,203 $794K <0.01% new 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: 1,296 shares; 2024Q4: 1,588 shares; 2025Q1: 1,525 shares; 2025Q2: 1,990 shares; 2025Q3: 2,292 shares; 2025Q4: 2,793 shares; 2026Q1: 2,932 shares 2,932 $793K <0.01% +139 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,488 shares; 2025Q1: 1,639 shares; 2025Q2: 1,630 shares; 2025Q3: 2,282 shares; 2025Q4: 2,411 shares; 2026Q1: 2,905 shares 2,905 $791K <0.01% +494 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,582 shares; 2025Q1: 3,511 shares; 2025Q2: 3,343 shares; 2025Q3: 3,470 shares; 2025Q4: 3,765 shares; 2026Q1: 3,781 shares 3,781 $790K <0.01% +16 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 3,034 shares; 2025Q1: 2,210 shares; 2025Q2: 3,825 shares; 2025Q3: 4,016 shares; 2025Q4: 4,415 shares; 2026Q1: 6,907 shares 6,907 $787K <0.01% +2,492 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 95 shares; 2025Q2: 3,634 shares; 2025Q3: 6,429 shares; 2025Q4: 5,802 shares; 2026Q1: 6,942 shares 6,942 $769K <0.01% +1,140 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,309 shares; 2025Q1: 4,419 shares; 2025Q2: 5,717 shares; 2025Q3: 5,713 shares; 2025Q4: 6,348 shares; 2026Q1: 7,520 shares 7,520 $768K <0.01% +1,172 Timeline SCIA SCI Engineered Materials, Inc. More: the full row for SCI Engineered Materials, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,756 shares; 2024Q4: 273,756 shares; 2025Q1: 273,756 shares; 2025Q2: 273,756 shares; 2025Q3: 273,756 shares; 2025Q4: 158,656 shares; 2026Q1: 153,756 shares 153,756 $755K <0.01% -4,900 Timeline CIZN CITIZENS HOLDING CO More: the full row for CITIZENS HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,764 shares 83,764 $754K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 666 shares; 2025Q3: 748 shares; 2025Q4: 798 shares; 2026Q1: 3,546 shares 3,546 $751K <0.01% +2,748 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 2,424 shares; 2025Q1: 2,788 shares; 2025Q2: 2,856 shares; 2025Q3: 2,931 shares; 2025Q4: 2,915 shares; 2026Q1: 2,811 shares 2,811 $747K <0.01% -104 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: 5,473 shares; 2024Q4: 5,208 shares; 2025Q1: 4,927 shares; 2025Q2: 5,153 shares; 2025Q3: 6,243 shares; 2025Q4: 6,516 shares; 2026Q1: 8,021 shares 8,021 $742K <0.01% +1,505 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,432 shares; 2024Q4: 35,030 shares; 2025Q1: 33,927 shares; 2025Q2: 34,648 shares; 2025Q3: 34,868 shares; 2025Q4: 34,560 shares; 2026Q1: 28,400 shares 28,400 $740K <0.01% -6,160 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 10,977 shares; 2025Q1: 11,604 shares; 2025Q2: 19,395 shares; 2025Q3: 26,059 shares; 2025Q4: 33,734 shares; 2026Q1: 51,447 shares 51,447 $733K <0.01% +17,713 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,028 shares 15,028 $728K <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 700 shares; 2025Q1: 686 shares; 2025Q2: 688 shares; 2025Q3: 671 shares; 2025Q4: 916 shares; 2026Q1: 9,069 shares 9,069 $725K <0.01% +8,153 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,460 shares; 2025Q1: 1,468 shares; 2025Q2: 1,511 shares; 2025Q3: 1,473 shares; 2025Q4: 1,544 shares; 2026Q1: 2,421 shares 2,421 $721K <0.01% +877 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 393 shares; 2025Q1: 360 shares; 2025Q2: 351 shares; 2025Q3: 394 shares; 2025Q4: 352 shares; 2026Q1: 3,864 shares 3,864 $715K <0.01% +3,512 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 238 shares; 2025Q1: 203 shares; 2025Q2: 406 shares; 2025Q3: 206 shares; 2025Q4: 262 shares; 2026Q1: 2,801 shares 2,801 $713K <0.01% +2,539 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: 1,526 shares; 2024Q4: 1,744 shares; 2025Q1: 1,852 shares; 2025Q2: 2,509 shares; 2025Q3: 2,466 shares; 2025Q4: 2,912 shares; 2026Q1: 3,087 shares 3,087 $711K <0.01% +175 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: 7,459 shares; 2024Q4: 6,249 shares; 2025Q1: 5,066 shares; 2025Q2: 4,571 shares; 2025Q3: 4,338 shares; 2025Q4: 4,221 shares; 2026Q1: 4,085 shares 4,085 $708K <0.01% -136 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,366 shares; 2025Q1: 6,086 shares; 2025Q2: 5,968 shares; 2025Q3: 3,155 shares; 2025Q4: 3,351 shares; 2026Q1: 9,605 shares 9,605 $703K <0.01% +6,254 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,922 shares 6,922 $692K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,859 shares; 2025Q1: 8,645 shares; 2025Q2: 8,986 shares; 2025Q3: 8,977 shares; 2025Q4: 9,012 shares; 2026Q1: 9,617 shares 9,617 $690K <0.01% +605 Timeline PRF 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: not reported; 2026Q1: 14,506 shares 14,506 $689K <0.01% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,749 shares; 2025Q1: 2,753 shares; 2025Q2: 2,668 shares; 2025Q3: 2,740 shares; 2025Q4: 2,786 shares; 2026Q1: 2,720 shares 2,720 $684K <0.01% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,170 shares 3,170 $682K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 6,281 shares; 2025Q1: 6,155 shares; 2025Q2: 6,665 shares; 2025Q3: 5,847 shares; 2025Q4: 5,804 shares; 2026Q1: 15,518 shares 15,518 $680K <0.01% +9,714 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 26,021 shares; 2025Q1: 26,163 shares; 2025Q2: 25,992 shares; 2025Q3: 21,341 shares; 2025Q4: 20,074 shares; 2026Q1: 19,703 shares 19,703 $679K <0.01% -371 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 191 shares; 2026Q1: 16,016 shares 16,016 $675K <0.01% +15,825 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,233 shares 17,233 $670K <0.01% new 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: 9,594 shares; 2024Q4: 9,980 shares; 2025Q1: 9,061 shares; 2025Q2: 9,657 shares; 2025Q3: 9,547 shares; 2025Q4: 12,410 shares; 2026Q1: 13,204 shares 13,204 $669K <0.01% +794 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 1,073 shares; 2025Q1: 1,201 shares; 2025Q2: 1,273 shares; 2025Q3: 1,331 shares; 2025Q4: 1,186 shares; 2026Q1: 2,436 shares 2,436 $660K <0.01% +1,250 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,000 shares 41,000 $657K <0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 14,387 shares 14,387 $656K <0.01% new 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: 2,529 shares; 2024Q4: 3,321 shares; 2025Q1: 2,797 shares; 2025Q2: 4,024 shares; 2025Q3: 4,018 shares; 2025Q4: 3,791 shares; 2026Q1: 17,458 shares 17,458 $656K <0.01% +13,667 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 171 shares; 2025Q1: 68 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,097 shares; 2026Q1: 14,476 shares 14,476 $654K <0.01% +11,379 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: 5,353 shares; 2024Q4: 5,395 shares; 2025Q1: 5,614 shares; 2025Q2: 6,321 shares; 2025Q3: 6,409 shares; 2025Q4: 6,627 shares; 2026Q1: 6,196 shares 6,196 $651K <0.01% -431 Timeline DEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,089 shares 13,089 $650K <0.01% new 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: 19,707 shares; 2024Q4: 21,312 shares; 2025Q1: 28,894 shares; 2025Q2: 22,081 shares; 2025Q3: 22,891 shares; 2025Q4: 23,405 shares; 2026Q1: 23,554 shares 23,554 $647K <0.01% +149 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $641K <0.01% new Timeline CHTH CNL HEALTHCARE PROPERTIES IN More: the full row for CNL HEALTHCARE PROPERTIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,752 shares; 2024Q4: 104,752 shares; 2025Q1: 104,752 shares; 2025Q2: 96,236 shares; 2025Q3: 96,236 shares; 2025Q4: 96,236 shares; 2026Q1: 96,236 shares 96,236 $639K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,684 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,476 shares; 2025Q4: 3,976 shares; 2026Q1: 3,946 shares 3,946 $638K <0.01% -30 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,498 shares; 2025Q1: 2,566 shares; 2025Q2: 2,646 shares; 2025Q3: 2,838 shares; 2025Q4: 3,027 shares; 2026Q1: 3,543 shares 3,543 $638K <0.01% +516 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 421 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 11,377 shares 11,377 $635K <0.01% +11,135 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 10,373 shares; 2025Q1: 8,422 shares; 2025Q2: 8,552 shares; 2025Q3: 8,380 shares; 2025Q4: 3,940 shares; 2026Q1: 4,416 shares 4,416 $631K <0.01% +476 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: 6,679 shares; 2024Q4: 6,143 shares; 2025Q1: 6,055 shares; 2025Q2: 6,948 shares; 2025Q3: 8,228 shares; 2025Q4: 9,123 shares; 2026Q1: 9,452 shares 9,452 $628K <0.01% +329 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,430 shares; 2025Q1: 2,996 shares; 2025Q2: 3,145 shares; 2025Q3: 4,067 shares; 2025Q4: 3,723 shares; 2026Q1: 20,846 shares 20,846 $612K <0.01% +17,123 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 771 shares; 2025Q1: 724 shares; 2025Q2: 721 shares; 2025Q3: 722 shares; 2025Q4: 720 shares; 2026Q1: 840 shares 840 $611K <0.01% +120 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 420 shares; 2025Q1: 3,473 shares; 2025Q2: 3,418 shares; 2025Q3: 3,162 shares; 2025Q4: 3,151 shares; 2026Q1: 3,150 shares 3,150 $594K <0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,952 shares 5,952 $591K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,122 shares; 2025Q1: 1,159 shares; 2025Q2: 1,161 shares; 2025Q3: 1,259 shares; 2025Q4: 1,305 shares; 2026Q1: 1,721 shares 1,721 $589K <0.01% +416 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 728 shares; 2025Q1: 789 shares; 2025Q2: 777 shares; 2025Q3: 1,054 shares; 2025Q4: 1,074 shares; 2026Q1: 1,087 shares 1,087 $586K <0.01% +13 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,280 shares; 2025Q1: 5,381 shares; 2025Q2: 5,480 shares; 2025Q3: 8,262 shares; 2025Q4: 10,682 shares; 2026Q1: 14,352 shares 14,352 $581K <0.01% +3,670 Timeline IEI 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: 4,858 shares 4,858 $576K <0.01% new Timeline FNDF 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: 11,687 shares 11,687 $572K <0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,573 shares; 2025Q1: 3,530 shares; 2025Q2: 6,182 shares; 2025Q3: 5,756 shares; 2025Q4: 5,555 shares; 2026Q1: 5,561 shares 5,561 $559K <0.01% +6 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: 104 shares; 2024Q4: 448 shares; 2025Q1: 626 shares; 2025Q2: 562 shares; 2025Q3: 725 shares; 2025Q4: 1,367 shares; 2026Q1: 1,391 shares 1,391 $554K <0.01% +24 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,811 shares 3,811 $551K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,170 shares; 2025Q1: 3,511 shares; 2025Q2: 3,545 shares; 2025Q3: 3,585 shares; 2025Q4: 2,971 shares; 2026Q1: 5,019 shares 5,019 $550K <0.01% +2,048 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: 5,851 shares; 2024Q4: 5,191 shares; 2025Q1: 6,677 shares; 2025Q2: 7,084 shares; 2025Q3: 7,314 shares; 2025Q4: 8,085 shares; 2026Q1: 7,914 shares 7,914 $548K <0.01% -171 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 16,083 shares; 2025Q1: 11,785 shares; 2025Q2: 10,033 shares; 2025Q3: 8,283 shares; 2025Q4: 15,951 shares; 2026Q1: 10,950 shares 10,950 $547K <0.01% -5,001 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 547 shares; 2025Q1: 400 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 5 shares; 2026Q1: 7,288 shares 7,288 $532K <0.01% +7,283 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 13,950 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,950 shares 13,950 $530K <0.01% 0 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: 605 shares; 2024Q4: 919 shares; 2025Q1: 500 shares; 2025Q2: 378 shares; 2025Q3: 530 shares; 2025Q4: 642 shares; 2026Q1: 686 shares 686 $530K <0.01% +44 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: 1,500 shares; 2024Q4: 1,693 shares; 2025Q1: 1,827 shares; 2025Q2: 1,995 shares; 2025Q3: 2,200 shares; 2025Q4: 2,381 shares; 2026Q1: 2,446 shares 2,446 $530K <0.01% +65 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares 2,732 $518K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 333 shares; 2025Q1: 354 shares; 2025Q2: 345 shares; 2025Q3: 374 shares; 2025Q4: 1,102 shares; 2026Q1: 1,081 shares 1,081 $513K <0.01% -21 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,722 shares; 2025Q3: 12,222 shares; 2025Q4: 12,222 shares; 2026Q1: 12,449 shares 12,449 $508K <0.01% +227 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: 16,934 shares; 2024Q4: 17,463 shares; 2025Q1: 16,288 shares; 2025Q2: 18,555 shares; 2025Q3: 17,586 shares; 2025Q4: 19,582 shares; 2026Q1: 21,325 shares 21,325 $508K <0.01% +1,743 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: 1,898 shares; 2024Q4: 1,897 shares; 2025Q1: 2,013 shares; 2025Q2: 2,175 shares; 2025Q3: 2,435 shares; 2025Q4: 2,685 shares; 2026Q1: 2,559 shares 2,559 $506K <0.01% -126 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 9,194 shares; 2025Q1: 8,030 shares; 2025Q2: 7,689 shares; 2025Q3: 7,098 shares; 2025Q4: 7,066 shares; 2026Q1: 5,709 shares 5,709 $505K <0.01% -1,357 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 722 shares 722 $504K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 8,954 shares; 2025Q1: 8,979 shares; 2025Q2: 9,002 shares; 2025Q3: 11,141 shares; 2025Q4: 11,066 shares; 2026Q1: 9,395 shares 9,395 $502K <0.01% -1,671 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,702 shares; 2025Q1: 3,243 shares; 2025Q2: 3,206 shares; 2025Q3: 3,213 shares; 2025Q4: 3,369 shares; 2026Q1: 3,521 shares 3,521 $497K <0.01% +152 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 9,699 shares; 2025Q1: 9,574 shares; 2025Q2: 9,341 shares; 2025Q3: 9,110 shares; 2025Q4: 8,956 shares; 2026Q1: 10,308 shares 10,308 $497K <0.01% +1,352 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: 1,052 shares; 2024Q4: 2,386 shares; 2025Q1: 2,111 shares; 2025Q2: 2,893 shares; 2025Q3: 3,388 shares; 2025Q4: 3,829 shares; 2026Q1: 4,222 shares 4,222 $488K <0.01% +393 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 3,182 shares; 2025Q1: 2,936 shares; 2025Q2: 3,152 shares; 2025Q3: 3,217 shares; 2025Q4: 3,799 shares; 2026Q1: 10,379 shares 10,379 $487K <0.01% +6,580 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,414 shares; 2025Q1: 2,433 shares; 2025Q2: 2,050 shares; 2025Q3: 2,285 shares; 2025Q4: 2,447 shares; 2026Q1: 2,607 shares 2,607 $478K <0.01% +160 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 7,523 shares; 2025Q1: 6,351 shares; 2025Q2: 5,977 shares; 2025Q3: 5,084 shares; 2025Q4: 4,728 shares; 2026Q1: 7,241 shares 7,241 $473K <0.01% +2,513 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: 359 shares; 2024Q4: 1,652 shares; 2025Q1: 4,093 shares; 2025Q2: 4,172 shares; 2025Q3: 4,815 shares; 2025Q4: 5,889 shares; 2026Q1: 6,798 shares 6,798 $471K <0.01% +909 Timeline