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: 1,319,922 shares; 2024Q4: 1,315,847 shares; 2025Q1: 1,319,410 shares; 2025Q2: 1,342,450 shares; 2025Q3: 1,366,550 shares; 2025Q4: 1,410,609 shares; 2026Q1: 1,423,029 shares 1,423,029 $930M 7.52% +12,420 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: 1,290,064 shares; 2024Q4: 1,329,268 shares; 2025Q1: 1,360,302 shares; 2025Q2: 1,405,034 shares; 2025Q3: 1,426,322 shares; 2025Q4: 1,403,281 shares; 2026Q1: 1,419,562 shares 1,419,562 $506M 4.09% +16,281 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: 1,900,164 shares; 2024Q4: 1,873,164 shares; 2025Q1: 1,893,018 shares; 2025Q2: 1,905,789 shares; 2025Q3: 1,900,050 shares; 2025Q4: 1,860,944 shares; 2026Q1: 1,834,364 shares 1,834,364 $466M 3.76% -26,580 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: 1,240,140 shares; 2024Q4: 1,243,885 shares; 2025Q1: 1,232,498 shares; 2025Q2: 1,240,320 shares; 2025Q3: 1,183,389 shares; 2025Q4: 1,137,465 shares; 2026Q1: 1,102,555 shares 1,102,555 $317M 2.56% -34,910 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: 2,283,779 shares; 2024Q4: 2,312,831 shares; 2025Q1: 2,339,447 shares; 2025Q2: 2,317,146 shares; 2025Q3: 2,306,381 shares; 2025Q4: 2,315,120 shares; 2026Q1: 2,192,299 shares 2,192,299 $317M 2.56% -122,821 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: 739,870 shares; 2024Q4: 773,198 shares; 2025Q1: 801,439 shares; 2025Q2: 823,603 shares; 2025Q3: 829,466 shares; 2025Q4: 828,230 shares; 2026Q1: 852,480 shares 852,480 $316M 2.55% +24,250 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432,586 shares; 2024Q4: 2,518,732 shares; 2025Q1: 2,585,438 shares; 2025Q2: 2,614,856 shares; 2025Q3: 2,671,300 shares; 2025Q4: 2,817,442 shares; 2026Q1: 2,907,847 shares 2,907,847 $283M 2.29% +90,405 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: 1,323,953 shares; 2024Q4: 1,332,689 shares; 2025Q1: 1,388,176 shares; 2025Q2: 1,367,767 shares; 2025Q3: 1,405,680 shares; 2025Q4: 1,403,909 shares; 2026Q1: 1,453,793 shares 1,453,793 $229M 1.85% +49,884 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,590,667 shares; 2025Q2: 4,152,063 shares; 2025Q3: 4,574,505 shares; 2025Q4: 4,899,916 shares; 2026Q1: 5,150,773 shares 5,150,773 $220M 1.78% +250,857 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: 3,274,316 shares; 2024Q4: 3,213,244 shares; 2025Q1: 3,116,861 shares; 2025Q2: 3,093,148 shares; 2025Q3: 3,072,230 shares; 2025Q4: 3,048,735 shares; 2026Q1: 2,898,359 shares 2,898,359 $211M 1.71% -150,376 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903,732 shares; 2024Q4: 2,012,696 shares; 2025Q1: 2,181,104 shares; 2025Q2: 2,310,042 shares; 2025Q3: 2,518,779 shares; 2025Q4: 2,723,302 shares; 2026Q1: 2,791,551 shares 2,791,551 $210M 1.69% +68,249 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: 793,838 shares; 2024Q4: 842,884 shares; 2025Q1: 873,878 shares; 2025Q2: 920,257 shares; 2025Q3: 920,989 shares; 2025Q4: 930,535 shares; 2026Q1: 955,261 shares 955,261 $199M 1.61% +24,726 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533,059 shares; 2024Q4: 1,576,002 shares; 2025Q1: 1,704,025 shares; 2025Q2: 1,747,061 shares; 2025Q3: 1,717,696 shares; 2025Q4: 1,584,100 shares; 2026Q1: 1,557,178 shares 1,557,178 $184M 1.49% -26,922 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: 1,057,084 shares; 2024Q4: 1,109,997 shares; 2025Q1: 1,134,038 shares; 2025Q2: 1,169,737 shares; 2025Q3: 1,171,506 shares; 2025Q4: 1,170,482 shares; 2026Q1: 1,166,421 shares 1,166,421 $153M 1.24% -4,061 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: 294,843 shares; 2024Q4: 290,236 shares; 2025Q1: 280,340 shares; 2025Q2: 280,445 shares; 2025Q3: 279,241 shares; 2025Q4: 281,823 shares; 2026Q1: 290,453 shares 290,453 $145M 1.17% +8,630 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: 1,239,008 shares; 2024Q4: 1,391,563 shares; 2025Q1: 1,434,920 shares; 2025Q2: 1,728,951 shares; 2025Q3: 1,902,976 shares; 2025Q4: 2,025,712 shares; 2026Q1: 2,182,786 shares 2,182,786 $140M 1.13% +157,074 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: 914,767 shares; 2024Q4: 909,966 shares; 2025Q1: 905,342 shares; 2025Q2: 891,249 shares; 2025Q3: 885,902 shares; 2025Q4: 872,238 shares; 2026Q1: 859,783 shares 859,783 $137M 1.11% -12,455 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: 387,562 shares; 2024Q4: 387,017 shares; 2025Q1: 364,624 shares; 2025Q2: 357,020 shares; 2025Q3: 397,472 shares; 2025Q4: 419,583 shares; 2026Q1: 444,660 shares 444,660 $134M 1.09% +25,077 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: 777,475 shares; 2024Q4: 792,982 shares; 2025Q1: 809,506 shares; 2025Q2: 837,953 shares; 2025Q3: 799,534 shares; 2025Q4: 778,901 shares; 2026Q1: 643,348 shares 643,348 $133M 1.08% -135,553 Timeline SCHX 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: 1,390,201 shares; 2024Q4: 4,713,155 shares; 2025Q1: 4,841,305 shares; 2025Q2: 4,887,034 shares; 2025Q3: 5,023,680 shares; 2025Q4: 5,075,689 shares; 2026Q1: 5,134,222 shares 5,134,222 $132M 1.06% +58,533 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: 1,958,289 shares; 2024Q4: 1,934,969 shares; 2025Q1: 1,873,820 shares; 2025Q2: 1,868,135 shares; 2025Q3: 1,577,127 shares; 2025Q4: 1,555,679 shares; 2026Q1: 1,540,306 shares 1,540,306 $131M 1.06% -15,373 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: 546,587 shares; 2024Q4: 545,004 shares; 2025Q1: 543,610 shares; 2025Q2: 549,636 shares; 2025Q3: 553,840 shares; 2025Q4: 559,422 shares; 2026Q1: 565,892 shares 565,892 $130M 1.05% +6,470 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: 1,241,845 shares; 2024Q4: 1,201,099 shares; 2025Q1: 1,167,496 shares; 2025Q2: 1,129,510 shares; 2025Q3: 1,100,064 shares; 2025Q4: 1,051,869 shares; 2026Q1: 1,008,580 shares 1,008,580 $127M 1.03% -43,289 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: 560,965 shares; 2024Q4: 597,780 shares; 2025Q1: 644,548 shares; 2025Q2: 645,961 shares; 2025Q3: 664,705 shares; 2025Q4: 656,739 shares; 2026Q1: 670,423 shares 670,423 $127M 1.03% +13,684 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: 430,423 shares; 2024Q4: 426,984 shares; 2025Q1: 424,367 shares; 2025Q2: 427,561 shares; 2025Q3: 429,780 shares; 2025Q4: 425,299 shares; 2026Q1: 398,191 shares 398,191 $127M 1.02% -27,108 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: 366,019 shares; 2024Q4: 367,875 shares; 2025Q1: 381,322 shares; 2025Q2: 392,504 shares; 2025Q3: 390,669 shares; 2025Q4: 381,510 shares; 2026Q1: 359,003 shares 359,003 $121M 0.98% -22,507 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: 1,806,488 shares; 2024Q4: 1,815,769 shares; 2025Q1: 1,872,409 shares; 2025Q2: 1,924,229 shares; 2025Q3: 1,979,718 shares; 2025Q4: 1,978,399 shares; 2026Q1: 1,686,020 shares 1,686,020 $121M 0.98% -292,379 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112,249 shares; 2024Q4: 1,181,625 shares; 2025Q1: 1,224,229 shares; 2025Q2: 1,263,596 shares; 2025Q3: 1,276,772 shares; 2025Q4: 1,234,101 shares; 2026Q1: 1,276,721 shares 1,276,721 $118M 0.96% +42,620 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346,443 shares; 2024Q4: 1,312,018 shares; 2025Q1: 1,234,506 shares; 2025Q2: 1,216,361 shares; 2025Q3: 1,222,932 shares; 2025Q4: 1,171,996 shares; 2026Q1: 1,160,623 shares 1,160,623 $118M 0.95% -11,373 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: 409,487 shares; 2024Q4: 413,283 shares; 2025Q1: 406,039 shares; 2025Q2: 399,623 shares; 2025Q3: 388,269 shares; 2025Q4: 369,038 shares; 2026Q1: 363,545 shares 363,545 $114M 0.92% -5,493 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: 136,783 shares; 2024Q4: 140,100 shares; 2025Q1: 143,457 shares; 2025Q2: 149,336 shares; 2025Q3: 158,499 shares; 2025Q4: 168,904 shares; 2026Q1: 352,826 shares 352,826 $109M 0.88% +183,922 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: 1,438,660 shares; 2024Q4: 1,458,691 shares; 2025Q1: 1,487,846 shares; 2025Q2: 1,482,349 shares; 2025Q3: 1,491,381 shares; 2025Q4: 1,493,460 shares; 2026Q1: 1,424,982 shares 1,424,982 $108M 0.88% -68,478 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: 997,208 shares; 2024Q4: 1,009,560 shares; 2025Q1: 999,886 shares; 2025Q2: 988,641 shares; 2025Q3: 975,877 shares; 2025Q4: 985,964 shares; 2026Q1: 1,022,743 shares 1,022,743 $105M 0.85% +36,779 Timeline QUAL 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: 461,433 shares; 2024Q4: 477,473 shares; 2025Q1: 491,753 shares; 2025Q2: 474,242 shares; 2025Q3: 480,655 shares; 2025Q4: 488,614 shares; 2026Q1: 502,976 shares 502,976 $96.5M 0.78% +14,362 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: 318,260 shares; 2024Q4: 317,356 shares; 2025Q1: 321,535 shares; 2025Q2: 317,780 shares; 2025Q3: 317,788 shares; 2025Q4: 314,827 shares; 2026Q1: 310,172 shares 310,172 $96.4M 0.78% -4,655 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,459 shares; 2024Q4: 82,646 shares; 2025Q1: 93,831 shares; 2025Q2: 100,866 shares; 2025Q3: 103,143 shares; 2025Q4: 96,236 shares; 2026Q1: 72,872 shares 72,872 $96.3M 0.78% -23,364 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: 393,344 shares; 2024Q4: 395,511 shares; 2025Q1: 413,480 shares; 2025Q2: 413,578 shares; 2025Q3: 412,983 shares; 2025Q4: 418,588 shares; 2026Q1: 414,894 shares 414,894 $93.8M 0.76% -3,694 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: 860,918 shares; 2024Q4: 807,690 shares; 2025Q1: 784,093 shares; 2025Q2: 763,829 shares; 2025Q3: 755,338 shares; 2025Q4: 734,990 shares; 2026Q1: 716,135 shares 716,135 $89M 0.72% -18,855 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: 126,237 shares; 2024Q4: 132,809 shares; 2025Q1: 130,115 shares; 2025Q2: 130,724 shares; 2025Q3: 130,482 shares; 2025Q4: 130,618 shares; 2026Q1: 133,289 shares 133,289 $86.7M 0.7% +2,671 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: 401,975 shares; 2024Q4: 494,956 shares; 2025Q1: 518,317 shares; 2025Q2: 547,679 shares; 2025Q3: 555,743 shares; 2025Q4: 546,558 shares; 2026Q1: 548,387 shares 548,387 $85.2M 0.69% +1,829 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: 460,455 shares; 2024Q4: 460,996 shares; 2025Q1: 461,278 shares; 2025Q2: 452,427 shares; 2025Q3: 456,734 shares; 2025Q4: 486,150 shares; 2026Q1: 490,552 shares 490,552 $85.1M 0.69% +4,402 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: 88,233 shares; 2024Q4: 85,650 shares; 2025Q1: 85,581 shares; 2025Q2: 85,210 shares; 2025Q3: 84,919 shares; 2025Q4: 84,532 shares; 2026Q1: 84,445 shares 84,445 $84.1M 0.68% -87 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: 279,514 shares; 2024Q4: 282,330 shares; 2025Q1: 283,248 shares; 2025Q2: 289,084 shares; 2025Q3: 288,448 shares; 2025Q4: 284,390 shares; 2026Q1: 288,056 shares 288,056 $83.7M 0.68% +3,666 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: 282,889 shares; 2024Q4: 285,950 shares; 2025Q1: 318,204 shares; 2025Q2: 320,292 shares; 2025Q3: 320,202 shares; 2025Q4: 321,267 shares; 2026Q1: 321,388 shares 321,388 $83.7M 0.68% +121 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,311 shares; 2024Q4: 307,566 shares; 2025Q1: 331,047 shares; 2025Q2: 338,366 shares; 2025Q3: 337,659 shares; 2025Q4: 333,522 shares; 2026Q1: 306,287 shares 306,287 $81.5M 0.66% -27,235 Timeline JMTG 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: 1,573,528 shares 1,573,528 $80.2M 0.65% new 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: 800,123 shares 800,123 $79.4M 0.64% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,610 shares; 2024Q4: 325,821 shares; 2025Q1: 355,567 shares; 2025Q2: 387,953 shares; 2025Q3: 401,235 shares; 2025Q4: 430,258 shares; 2026Q1: 446,373 shares 446,373 $77.8M 0.63% +16,115 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: 207,521 shares; 2024Q4: 219,224 shares; 2025Q1: 221,311 shares; 2025Q2: 219,750 shares; 2025Q3: 235,602 shares; 2025Q4: 282,631 shares; 2026Q1: 310,334 shares 310,334 $77M 0.62% +27,703 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: 295,770 shares; 2024Q4: 294,016 shares; 2025Q1: 297,982 shares; 2025Q2: 311,406 shares; 2025Q3: 312,463 shares; 2025Q4: 325,378 shares; 2026Q1: 311,773 shares 311,773 $73.7M 0.6% -13,605 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: 260,612 shares; 2024Q4: 259,188 shares; 2025Q1: 261,359 shares; 2025Q2: 261,800 shares; 2025Q3: 262,191 shares; 2025Q4: 254,649 shares; 2026Q1: 249,272 shares 249,272 $71.5M 0.58% -5,377 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: 86,250 shares; 2024Q4: 94,348 shares; 2025Q1: 102,703 shares; 2025Q2: 109,486 shares; 2025Q3: 114,610 shares; 2025Q4: 119,215 shares; 2026Q1: 123,384 shares 123,384 $71.2M 0.58% +4,169 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: 166,100 shares; 2024Q4: 176,956 shares; 2025Q1: 195,259 shares; 2025Q2: 204,486 shares; 2025Q3: 209,934 shares; 2025Q4: 210,608 shares; 2026Q1: 214,278 shares 214,278 $70.4M 0.57% +3,670 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: 375,290 shares; 2024Q4: 381,546 shares; 2025Q1: 383,436 shares; 2025Q2: 405,667 shares; 2025Q3: 394,760 shares; 2025Q4: 362,347 shares; 2026Q1: 352,265 shares 352,265 $69.9M 0.56% -10,082 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: 232,838 shares; 2024Q4: 231,772 shares; 2025Q1: 225,104 shares; 2025Q2: 230,250 shares; 2025Q3: 229,006 shares; 2025Q4: 227,654 shares; 2026Q1: 234,006 shares 234,006 $68.8M 0.56% +6,352 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: 311,779 shares; 2024Q4: 329,176 shares; 2025Q1: 342,669 shares; 2025Q2: 378,398 shares; 2025Q3: 393,541 shares; 2025Q4: 494,632 shares; 2026Q1: 541,795 shares 541,795 $67.4M 0.54% +47,163 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 18,814 shares; 2025Q1: 264,452 shares; 2025Q2: 314,937 shares; 2025Q3: 351,635 shares; 2025Q4: 361,605 shares; 2026Q1: 368,045 shares 368,045 $63.6M 0.51% +6,440 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: not reported; 2024Q4: not reported; 2025Q1: 8,191 shares; 2025Q2: 8,228 shares; 2025Q3: 849,566 shares; 2025Q4: 987,954 shares; 2026Q1: 980,304 shares 980,304 $59.8M 0.48% -7,650 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,662 shares; 2024Q4: 570,342 shares; 2025Q1: 567,682 shares; 2025Q2: 602,558 shares; 2025Q3: 591,657 shares; 2025Q4: 478,475 shares; 2026Q1: 454,723 shares 454,723 $58.1M 0.47% -23,752 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: 73,065 shares; 2024Q4: 70,742 shares; 2025Q1: 72,310 shares; 2025Q2: 71,606 shares; 2025Q3: 72,966 shares; 2025Q4: 581,053 shares; 2026Q1: 642,952 shares 642,952 $54.8M 0.44% +61,899 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 21,450 shares; 2025Q1: 21,450 shares; 2025Q2: 21,491 shares; 2025Q3: 21,802 shares; 2025Q4: 362,118 shares; 2026Q1: 482,949 shares 482,949 $54.5M 0.44% +120,831 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: 474,090 shares; 2024Q4: 481,393 shares; 2025Q1: 483,011 shares; 2025Q2: 502,632 shares; 2025Q3: 510,353 shares; 2025Q4: 542,662 shares; 2026Q1: 548,940 shares 548,940 $53.3M 0.43% +6,278 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,216 shares; 2025Q1: 1,000 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,012 shares; 2026Q1: 199,554 shares 199,554 $53.2M 0.43% +198,542 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: 140,011 shares; 2024Q4: 138,102 shares; 2025Q1: 136,404 shares; 2025Q2: 139,691 shares; 2025Q3: 142,462 shares; 2025Q4: 141,779 shares; 2026Q1: 142,379 shares 142,379 $52.9M 0.43% +600 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: 427,209 shares; 2024Q4: 426,150 shares; 2025Q1: 420,320 shares; 2025Q2: 404,889 shares; 2025Q3: 402,757 shares; 2025Q4: 403,273 shares; 2026Q1: 403,230 shares 403,230 $51.7M 0.42% -43 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589,253 shares; 2024Q4: 2,661,592 shares; 2025Q1: 2,785,777 shares; 2025Q2: 3,152,122 shares; 2025Q3: 3,119,409 shares; 2025Q4: 2,424,295 shares; 2026Q1: 2,200,797 shares 2,200,797 $50.1M 0.4% -223,498 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: 80,754 shares; 2024Q4: 80,943 shares; 2025Q1: 82,732 shares; 2025Q2: 83,041 shares; 2025Q3: 103,839 shares; 2025Q4: 115,969 shares; 2026Q1: 115,376 shares 115,376 $49.9M 0.4% -593 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: 617,135 shares; 2024Q4: 583,898 shares; 2025Q1: 574,950 shares; 2025Q2: 596,196 shares; 2025Q3: 590,276 shares; 2025Q4: 577,536 shares; 2026Q1: 574,406 shares 574,406 $49.8M 0.4% -3,130 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: 98,912 shares; 2024Q4: 98,438 shares; 2025Q1: 98,162 shares; 2025Q2: 112,779 shares; 2025Q3: 115,618 shares; 2025Q4: 116,211 shares; 2026Q1: 115,760 shares 115,760 $49.4M 0.4% -451 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: 168,563 shares; 2024Q4: 164,605 shares; 2025Q1: 163,483 shares; 2025Q2: 162,474 shares; 2025Q3: 162,328 shares; 2025Q4: 160,229 shares; 2026Q1: 159,912 shares 159,912 $48.4M 0.39% -317 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: 522,426 shares; 2024Q4: 518,289 shares; 2025Q1: 491,188 shares; 2025Q2: 489,773 shares; 2025Q3: 482,858 shares; 2025Q4: 428,831 shares; 2026Q1: 401,360 shares 401,360 $47.4M 0.38% -27,471 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: not reported; 2024Q4: not reported; 2025Q1: 154,561 shares; 2025Q2: 330,506 shares; 2025Q3: 433,964 shares; 2025Q4: 444,060 shares; 2026Q1: 420,594 shares 420,594 $46.9M 0.38% -23,466 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,559 shares; 2024Q4: 254,842 shares; 2025Q1: 290,262 shares; 2025Q2: 310,743 shares; 2025Q3: 302,897 shares; 2025Q4: 241,162 shares; 2026Q1: 243,717 shares 243,717 $46.2M 0.37% +2,555 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,799 shares; 2024Q4: 94,607 shares; 2025Q1: 93,779 shares; 2025Q2: 94,945 shares; 2025Q3: 93,271 shares; 2025Q4: 91,270 shares; 2026Q1: 89,555 shares 89,555 $43.9M 0.36% -1,715 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726,752 shares 726,752 $43.3M 0.35% 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: 43,035 shares; 2024Q4: 46,317 shares; 2025Q1: 51,555 shares; 2025Q2: 60,495 shares; 2025Q3: 71,236 shares; 2025Q4: 73,139 shares; 2026Q1: 71,835 shares 71,835 $42.9M 0.35% -1,304 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: 606,959 shares; 2024Q4: 611,745 shares; 2025Q1: 606,371 shares; 2025Q2: 629,522 shares; 2025Q3: 632,508 shares; 2025Q4: 625,871 shares; 2026Q1: 635,619 shares 635,619 $42.9M 0.35% +9,748 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,148 shares; 2024Q4: 139,015 shares; 2025Q1: 136,671 shares; 2025Q2: 134,194 shares; 2025Q3: 132,815 shares; 2025Q4: 130,507 shares; 2026Q1: 127,933 shares 127,933 $42.7M 0.35% -2,574 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: 194,519 shares; 2024Q4: 194,753 shares; 2025Q1: 201,581 shares; 2025Q2: 189,105 shares; 2025Q3: 188,274 shares; 2025Q4: 185,090 shares; 2026Q1: 173,913 shares 173,913 $42.5M 0.34% -11,177 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: 86,197 shares; 2024Q4: 86,872 shares; 2025Q1: 88,328 shares; 2025Q2: 90,407 shares; 2025Q3: 91,368 shares; 2025Q4: 91,528 shares; 2026Q1: 88,370 shares 88,370 $42.3M 0.34% -3,158 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: 4,968 shares; 2024Q4: 7,668 shares; 2025Q1: 7,258 shares; 2025Q2: 13,378 shares; 2025Q3: 17,277 shares; 2025Q4: 1,144,240 shares; 2026Q1: 1,316,722 shares 1,316,722 $42.1M 0.34% +172,482 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: 154,245 shares; 2024Q4: 127,161 shares; 2025Q1: 114,481 shares; 2025Q2: 104,004 shares; 2025Q3: 101,587 shares; 2025Q4: 99,312 shares; 2026Q1: 95,280 shares 95,280 $40.5M 0.33% -4,032 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: 152,149 shares; 2024Q4: 154,311 shares; 2025Q1: 154,858 shares; 2025Q2: 157,812 shares; 2025Q3: 162,291 shares; 2025Q4: 152,529 shares; 2026Q1: 113,496 shares 113,496 $40.2M 0.32% -39,033 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334,925 shares 334,925 $35.6M 0.29% 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: 598,351 shares 598,351 $35M 0.28% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,994 shares; 2024Q4: 218,484 shares; 2025Q1: 229,059 shares; 2025Q2: 218,867 shares; 2025Q3: 217,547 shares; 2025Q4: 214,919 shares; 2026Q1: 205,402 shares 205,402 $34.8M 0.28% -9,517 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: not reported; 2024Q4: 156,468 shares; 2025Q1: 161,824 shares; 2025Q2: 156,526 shares; 2025Q3: 158,735 shares; 2025Q4: 157,106 shares; 2026Q1: 158,210 shares 158,210 $34.4M 0.28% +1,104 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: 26,129 shares; 2024Q4: 27,024 shares; 2025Q1: 25,909 shares; 2025Q2: 28,293 shares; 2025Q3: 45,456 shares; 2025Q4: 46,889 shares; 2026Q1: 47,963 shares 47,963 $33.5M 0.27% +1,074 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: 108,688 shares; 2024Q4: 108,642 shares; 2025Q1: 107,116 shares; 2025Q2: 106,002 shares; 2025Q3: 106,098 shares; 2025Q4: 102,430 shares; 2026Q1: 99,544 shares 99,544 $32.7M 0.26% -2,886 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,941 shares; 2024Q4: 933,150 shares; 2025Q1: 1,007,664 shares; 2025Q2: 1,058,434 shares; 2025Q3: 1,151,376 shares; 2025Q4: 1,145,183 shares; 2026Q1: 1,110,191 shares 1,110,191 $32.3M 0.26% -34,992 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: 33,969 shares; 2024Q4: 34,597 shares; 2025Q1: 34,297 shares; 2025Q2: 34,778 shares; 2025Q3: 35,531 shares; 2025Q4: 35,489 shares; 2026Q1: 35,015 shares 35,015 $32.2M 0.26% -474 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: 388,589 shares 388,589 $32.2M 0.26% new 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: 288,025 shares; 2024Q4: 251,881 shares; 2025Q1: 258,866 shares; 2025Q2: 259,377 shares; 2025Q3: 258,957 shares; 2025Q4: 293,970 shares; 2026Q1: 303,063 shares 303,063 $32M 0.26% +9,093 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: 373,336 shares; 2024Q4: 375,382 shares; 2025Q1: 370,855 shares; 2025Q2: 364,841 shares; 2025Q3: 357,124 shares; 2025Q4: 349,627 shares; 2026Q1: 341,568 shares 341,568 $31.7M 0.26% -8,059 Timeline SCHA 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: 304,127 shares; 2024Q4: 615,010 shares; 2025Q1: 662,863 shares; 2025Q2: 682,705 shares; 2025Q3: 705,013 shares; 2025Q4: 761,887 shares; 2026Q1: 1,045,004 shares 1,045,004 $30.4M 0.25% +283,117 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: 27,595 shares; 2024Q4: 28,244 shares; 2025Q1: 30,070 shares; 2025Q2: 40,377 shares; 2025Q3: 46,950 shares; 2025Q4: 51,318 shares; 2026Q1: 52,489 shares 52,489 $30M 0.24% +1,171 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: 40,561 shares; 2024Q4: 40,173 shares; 2025Q1: 39,916 shares; 2025Q2: 78,144 shares; 2025Q3: 88,653 shares; 2025Q4: 87,452 shares; 2026Q1: 93,674 shares 93,674 $30M 0.24% +6,222 Timeline SCHF 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: 475,626 shares; 2024Q4: 975,074 shares; 2025Q1: 1,018,700 shares; 2025Q2: 1,062,250 shares; 2025Q3: 1,119,338 shares; 2025Q4: 1,166,323 shares; 2026Q1: 1,206,817 shares 1,206,817 $29.9M 0.24% +40,494 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: 635,907 shares; 2024Q4: 703,401 shares; 2025Q1: 690,987 shares; 2025Q2: 644,250 shares; 2025Q3: 571,365 shares; 2025Q4: 514,464 shares; 2026Q1: 526,955 shares 526,955 $27.4M 0.22% +12,491 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: 143,019 shares; 2024Q4: 144,181 shares; 2025Q1: 145,407 shares; 2025Q2: 144,227 shares; 2025Q3: 145,056 shares; 2025Q4: 155,544 shares; 2026Q1: 143,250 shares 143,250 $27.2M 0.22% -12,294 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: 134,311 shares; 2024Q4: 142,300 shares; 2025Q1: 146,053 shares; 2025Q2: 147,412 shares; 2025Q3: 150,809 shares; 2025Q4: 154,212 shares; 2026Q1: 158,843 shares 158,843 $26.9M 0.22% +4,631 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279,548 shares 279,548 $23.1M 0.19% new 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: 35,762 shares; 2024Q4: 36,283 shares; 2025Q1: 36,316 shares; 2025Q2: 36,411 shares; 2025Q3: 36,722 shares; 2025Q4: 37,726 shares; 2026Q1: 37,076 shares 37,076 $22.9M 0.18% -650 Timeline VBR 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: 79,289 shares; 2024Q4: 81,638 shares; 2025Q1: 83,261 shares; 2025Q2: 84,267 shares; 2025Q3: 86,615 shares; 2025Q4: 95,786 shares; 2026Q1: 103,337 shares 103,337 $22.4M 0.18% +7,551 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: 133,918 shares; 2024Q4: 135,920 shares; 2025Q1: 155,588 shares; 2025Q2: 164,057 shares; 2025Q3: 177,929 shares; 2025Q4: 187,759 shares; 2026Q1: 198,289 shares 198,289 $22.4M 0.18% +10,530 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: 70,251 shares; 2024Q4: 67,563 shares; 2025Q1: 69,913 shares; 2025Q2: 71,383 shares; 2025Q3: 70,335 shares; 2025Q4: 69,982 shares; 2026Q1: 68,002 shares 68,002 $21.8M 0.18% -1,980 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: 72,391 shares; 2024Q4: 73,170 shares; 2025Q1: 73,808 shares; 2025Q2: 76,232 shares; 2025Q3: 76,656 shares; 2025Q4: 76,675 shares; 2026Q1: 76,798 shares 76,798 $21.8M 0.18% +123 Timeline IWV 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: 62,463 shares; 2024Q4: 62,680 shares; 2025Q1: 63,421 shares; 2025Q2: 63,818 shares; 2025Q3: 63,175 shares; 2025Q4: 57,938 shares; 2026Q1: 58,155 shares 58,155 $21.6M 0.17% +217 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: 83,447 shares; 2024Q4: 88,695 shares; 2025Q1: 105,145 shares; 2025Q2: 95,718 shares; 2025Q3: 96,531 shares; 2025Q4: 96,650 shares; 2026Q1: 100,838 shares 100,838 $21M 0.17% +4,188 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: 105,808 shares; 2024Q4: 111,579 shares; 2025Q1: 47,143 shares; 2025Q2: 37,989 shares; 2025Q3: 32,398 shares; 2025Q4: 30,830 shares; 2026Q1: 29,976 shares 29,976 $20.5M 0.17% -854 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: 38,187 shares; 2024Q4: 38,332 shares; 2025Q1: 42,531 shares; 2025Q2: 44,578 shares; 2025Q3: 46,762 shares; 2025Q4: 46,870 shares; 2026Q1: 47,031 shares 47,031 $20.4M 0.17% +161 Timeline SCHM 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: 183,876 shares; 2024Q4: 563,106 shares; 2025Q1: 594,465 shares; 2025Q2: 611,333 shares; 2025Q3: 622,871 shares; 2025Q4: 695,876 shares; 2026Q1: 657,230 shares 657,230 $20.3M 0.16% -38,646 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: 139,299 shares; 2024Q4: 139,264 shares; 2025Q1: 140,902 shares; 2025Q2: 139,391 shares; 2025Q3: 140,168 shares; 2025Q4: 138,446 shares; 2026Q1: 136,316 shares 136,316 $20.1M 0.16% -2,130 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,313 shares; 2024Q4: 116,859 shares; 2025Q1: 119,772 shares; 2025Q2: 158,387 shares; 2025Q3: 183,570 shares; 2025Q4: 195,610 shares; 2026Q1: 211,738 shares 211,738 $19.4M 0.16% +16,128 Timeline EFV 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: 178,943 shares; 2024Q4: 191,954 shares; 2025Q1: 202,251 shares; 2025Q2: 229,278 shares; 2025Q3: 238,225 shares; 2025Q4: 246,685 shares; 2026Q1: 259,551 shares 259,551 $19.3M 0.16% +12,866 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 12,660 shares; 2025Q1: 67,802 shares; 2025Q2: 68,122 shares; 2025Q3: 69,124 shares; 2025Q4: 73,523 shares; 2026Q1: 96,597 shares 96,597 $18.5M 0.15% +23,074 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: 101,181 shares; 2024Q4: 99,846 shares; 2025Q1: 97,694 shares; 2025Q2: 95,446 shares; 2025Q3: 94,670 shares; 2025Q4: 90,867 shares; 2026Q1: 88,885 shares 88,885 $18.5M 0.15% -1,982 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: 97,088 shares; 2024Q4: 96,134 shares; 2025Q1: 96,427 shares; 2025Q2: 95,239 shares; 2025Q3: 95,938 shares; 2025Q4: 96,403 shares; 2026Q1: 90,026 shares 90,026 $18.3M 0.15% -6,377 Timeline EFG 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: 87,919 shares; 2024Q4: 94,906 shares; 2025Q1: 101,131 shares; 2025Q2: 124,406 shares; 2025Q3: 136,717 shares; 2025Q4: 148,873 shares; 2026Q1: 159,623 shares 159,623 $17.8M 0.14% +10,750 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: 7,941 shares; 2024Q4: 8,080 shares; 2025Q1: 8,044 shares; 2025Q2: 8,084 shares; 2025Q3: 8,237 shares; 2025Q4: 41,664 shares; 2026Q1: 169,682 shares 169,682 $17.7M 0.14% +128,018 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 456,672 shares 456,672 $16.2M 0.13% new 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: 225,601 shares; 2024Q4: 220,212 shares; 2025Q1: 228,328 shares; 2025Q2: 225,623 shares; 2025Q3: 229,132 shares; 2025Q4: 220,236 shares; 2026Q1: 204,999 shares 204,999 $15.9M 0.13% -15,237 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: 45,022 shares; 2024Q4: 46,988 shares; 2025Q1: 49,141 shares; 2025Q2: 56,444 shares; 2025Q3: 57,565 shares; 2025Q4: 61,622 shares; 2026Q1: 60,118 shares 60,118 $15.7M 0.13% -1,504 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: 26,594 shares; 2024Q4: 26,545 shares; 2025Q1: 28,144 shares; 2025Q2: 29,042 shares; 2025Q3: 31,592 shares; 2025Q4: 32,163 shares; 2026Q1: 32,722 shares 32,722 $15.1M 0.12% +559 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,912 shares 250,912 $13.9M 0.11% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,449 shares; 2024Q4: 27,679 shares; 2025Q1: 29,914 shares; 2025Q2: 22,773 shares; 2025Q3: 26,569 shares; 2025Q4: 31,063 shares; 2026Q1: 31,364 shares 31,364 $13.7M 0.11% +301 Timeline XLK 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: 29,002 shares; 2024Q4: 28,662 shares; 2025Q1: 29,754 shares; 2025Q2: 36,325 shares; 2025Q3: 40,680 shares; 2025Q4: 91,163 shares; 2026Q1: 102,792 shares 102,792 $13.7M 0.11% +11,629 Timeline SCHB 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: 115,885 shares; 2024Q4: 345,891 shares; 2025Q1: 321,047 shares; 2025Q2: 387,281 shares; 2025Q3: 458,858 shares; 2025Q4: 489,962 shares; 2026Q1: 507,068 shares 507,068 $12.7M 0.1% +17,106 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: 56,908 shares; 2024Q4: 57,769 shares; 2025Q1: 58,244 shares; 2025Q2: 57,695 shares; 2025Q3: 57,171 shares; 2025Q4: 56,459 shares; 2026Q1: 57,886 shares 57,886 $12.4M 0.1% +1,427 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: 96,052 shares; 2024Q4: 94,931 shares; 2025Q1: 94,334 shares; 2025Q2: 88,483 shares; 2025Q3: 87,496 shares; 2025Q4: 86,885 shares; 2026Q1: 85,121 shares 85,121 $12.4M 0.1% -1,764 Timeline VHT 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: 23,155 shares; 2024Q4: 23,458 shares; 2025Q1: 24,117 shares; 2025Q2: 42,235 shares; 2025Q3: 40,689 shares; 2025Q4: 45,234 shares; 2026Q1: 45,547 shares 45,547 $12.4M 0.1% +313 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: 177,993 shares; 2024Q4: 178,255 shares; 2025Q1: 183,732 shares; 2025Q2: 178,931 shares; 2025Q3: 181,683 shares; 2025Q4: 181,723 shares; 2026Q1: 170,419 shares 170,419 $12.3M 0.1% -11,304 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: 22,214 shares; 2024Q4: 21,839 shares; 2025Q1: 21,700 shares; 2025Q2: 21,502 shares; 2025Q3: 21,495 shares; 2025Q4: 20,983 shares; 2026Q1: 20,353 shares 20,353 $12.3M 0.1% -630 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: 103,765 shares; 2024Q4: 102,473 shares; 2025Q1: 121,591 shares; 2025Q2: 109,774 shares; 2025Q3: 110,433 shares; 2025Q4: 103,841 shares; 2026Q1: 99,873 shares 99,873 $12M 0.1% -3,968 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,341 shares; 2024Q4: 48,959 shares; 2025Q1: 51,258 shares; 2025Q2: 56,687 shares; 2025Q3: 58,301 shares; 2025Q4: 73,793 shares; 2026Q1: 62,759 shares 62,759 $11.4M 0.09% -11,034 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: 93,830 shares; 2024Q4: 91,815 shares; 2025Q1: 103,095 shares; 2025Q2: 92,104 shares; 2025Q3: 90,779 shares; 2025Q4: 90,234 shares; 2026Q1: 85,102 shares 85,102 $11.2M 0.09% -5,132 Timeline IXN 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: 109,831 shares; 2024Q4: 109,014 shares; 2025Q1: 109,400 shares; 2025Q2: 110,541 shares; 2025Q3: 111,986 shares; 2025Q4: 111,303 shares; 2026Q1: 111,351 shares 111,351 $11.1M 0.09% +48 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: 230,031 shares; 2024Q4: 241,735 shares; 2025Q1: 235,187 shares; 2025Q2: 224,123 shares; 2025Q3: 220,475 shares; 2025Q4: 216,306 shares; 2026Q1: 224,344 shares 224,344 $10.9M 0.09% +8,038 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,200 shares; 2025Q1: 1,165 shares; 2025Q2: 1,104 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 10,149 shares 10,149 $10.8M 0.09% +9,046 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: 23,888 shares; 2024Q4: 24,069 shares; 2025Q1: 27,019 shares; 2025Q2: 28,423 shares; 2025Q3: 28,980 shares; 2025Q4: 30,765 shares; 2026Q1: 35,437 shares 35,437 $10.2M 0.08% +4,672 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: 45,870 shares; 2024Q4: 44,773 shares; 2025Q1: 45,421 shares; 2025Q2: 44,680 shares; 2025Q3: 43,968 shares; 2025Q4: 42,991 shares; 2026Q1: 41,252 shares 41,252 $10M 0.08% -1,739 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: 39,576 shares; 2024Q4: 39,301 shares; 2025Q1: 39,905 shares; 2025Q2: 42,094 shares; 2025Q3: 40,873 shares; 2025Q4: 40,719 shares; 2026Q1: 40,787 shares 40,787 $9.89M 0.08% +68 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: 10,308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,679 shares 22,679 $9.76M 0.08% new 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: 141,695 shares; 2024Q4: 145,126 shares; 2025Q1: 156,164 shares; 2025Q2: 153,875 shares; 2025Q3: 141,521 shares; 2025Q4: 97,309 shares; 2026Q1: 39,309 shares 39,309 $9.56M 0.08% -58,000 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: 12,499 shares; 2024Q4: 12,659 shares; 2025Q1: 12,554 shares; 2025Q2: 14,302 shares; 2025Q3: 14,799 shares; 2025Q4: 14,165 shares; 2026Q1: 13,165 shares 13,165 $9.33M 0.08% -1,000 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: 50,638 shares; 2024Q4: 50,951 shares; 2025Q1: 50,238 shares; 2025Q2: 47,075 shares; 2025Q3: 44,596 shares; 2025Q4: 43,949 shares; 2026Q1: 43,278 shares 43,278 $9.25M 0.07% -671 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: 141,906 shares; 2024Q4: 150,144 shares; 2025Q1: 145,170 shares; 2025Q2: 145,902 shares; 2025Q3: 136,007 shares; 2025Q4: 137,489 shares; 2026Q1: 129,126 shares 129,126 $8.84M 0.07% -8,363 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: 25,710 shares; 2024Q4: 25,492 shares; 2025Q1: 25,689 shares; 2025Q2: 26,244 shares; 2025Q3: 26,111 shares; 2025Q4: 25,803 shares; 2026Q1: 24,016 shares 24,016 $8.45M 0.07% -1,787 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: 30,339 shares; 2024Q4: 29,550 shares; 2025Q1: 29,961 shares; 2025Q2: 30,803 shares; 2025Q3: 31,026 shares; 2025Q4: 28,962 shares; 2026Q1: 29,249 shares 29,249 $8.39M 0.07% +287 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: 55,155 shares; 2024Q4: 54,985 shares; 2025Q1: 55,635 shares; 2025Q2: 55,156 shares; 2025Q3: 55,044 shares; 2025Q4: 52,559 shares; 2026Q1: 50,667 shares 50,667 $8.38M 0.07% -1,892 Timeline XLG 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: 166,747 shares; 2024Q4: 168,010 shares; 2025Q1: 158,770 shares; 2025Q2: 157,862 shares; 2025Q3: 156,967 shares; 2025Q4: 152,752 shares; 2026Q1: 150,418 shares 150,418 $8.21M 0.07% -2,334 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: 28,548 shares; 2024Q4: 30,892 shares; 2025Q1: 28,588 shares; 2025Q2: 24,921 shares; 2025Q3: 24,997 shares; 2025Q4: 25,193 shares; 2026Q1: 24,370 shares 24,370 $7.65M 0.06% -823 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: 262,059 shares; 2024Q4: 255,606 shares; 2025Q1: 226,084 shares; 2025Q2: 66,102 shares; 2025Q3: 45,210 shares; 2025Q4: 32,166 shares; 2026Q1: 27,669 shares 27,669 $7.49M 0.06% -4,497 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: 35,166 shares; 2024Q4: 35,744 shares; 2025Q1: 35,744 shares; 2025Q2: 35,829 shares; 2025Q3: 35,940 shares; 2025Q4: 34,786 shares; 2026Q1: 34,716 shares 34,716 $7.44M 0.06% -70 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: 16,855 shares; 2024Q4: 18,777 shares; 2025Q1: 21,777 shares; 2025Q2: 21,955 shares; 2025Q3: 24,251 shares; 2025Q4: 22,440 shares; 2026Q1: 21,484 shares 21,484 $7.34M 0.06% -956 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: 39,498 shares; 2024Q4: 38,573 shares; 2025Q1: 38,019 shares; 2025Q2: 37,835 shares; 2025Q3: 37,856 shares; 2025Q4: 37,513 shares; 2026Q1: 36,773 shares 36,773 $7.32M 0.06% -740 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: 2,006 shares; 2024Q4: 1,934 shares; 2025Q1: 1,911 shares; 2025Q2: 1,853 shares; 2025Q3: 1,893 shares; 2025Q4: 1,881 shares; 2026Q1: 1,690 shares 1,690 $7.11M 0.06% -191 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: 17,642 shares; 2024Q4: 18,905 shares; 2025Q1: 18,762 shares; 2025Q2: 19,346 shares; 2025Q3: 7,850 shares; 2025Q4: 7,856 shares; 2026Q1: 8,069 shares 8,069 $7.04M 0.06% +213 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: 137,588 shares; 2024Q4: 146,140 shares; 2025Q1: 143,693 shares; 2025Q2: 143,146 shares; 2025Q3: 141,589 shares; 2025Q4: 140,218 shares; 2026Q1: 145,581 shares 145,581 $6.76M 0.05% +5,363 Timeline OEF 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: 21,997 shares; 2024Q4: 21,880 shares; 2025Q1: 21,889 shares; 2025Q2: 21,573 shares; 2025Q3: 21,398 shares; 2025Q4: 21,148 shares; 2026Q1: 20,704 shares 20,704 $6.59M 0.05% -444 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 14,903 shares; 2025Q1: 14,282 shares; 2025Q2: 14,785 shares; 2025Q3: 14,027 shares; 2025Q4: 14,063 shares; 2026Q1: 13,996 shares 13,996 $6.48M 0.05% -67 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: 39,722 shares; 2024Q4: 50,956 shares; 2025Q1: 50,364 shares; 2025Q2: 50,466 shares; 2025Q3: 50,362 shares; 2025Q4: 50,320 shares; 2026Q1: 47,347 shares 47,347 $6.25M 0.05% -2,973 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: 74,242 shares; 2024Q4: 71,808 shares; 2025Q1: 71,029 shares; 2025Q2: 68,704 shares; 2025Q3: 67,825 shares; 2025Q4: 65,358 shares; 2026Q1: 52,252 shares 52,252 $6.04M 0.05% -13,106 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,767 shares; 2024Q4: 41,964 shares; 2025Q1: 42,423 shares; 2025Q2: 43,152 shares; 2025Q3: 43,192 shares; 2025Q4: 43,173 shares; 2026Q1: 42,306 shares 42,306 $6.03M 0.05% -867 Timeline VONG 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: 24,025 shares; 2024Q4: 34,723 shares; 2025Q1: 33,857 shares; 2025Q2: 34,188 shares; 2025Q3: 49,011 shares; 2025Q4: 47,571 shares; 2026Q1: 54,665 shares 54,665 $6M 0.05% +7,094 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: 28,824 shares; 2024Q4: 32,966 shares; 2025Q1: 34,481 shares; 2025Q2: 37,895 shares; 2025Q3: 37,759 shares; 2025Q4: 36,265 shares; 2026Q1: 30,719 shares 30,719 $5.93M 0.05% -5,546 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: 9,961 shares; 2024Q4: 10,613 shares; 2025Q1: 10,634 shares; 2025Q2: 10,423 shares; 2025Q3: 12,612 shares; 2025Q4: 12,639 shares; 2026Q1: 11,788 shares 11,788 $5.84M 0.05% -851 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: 78,472 shares 78,472 $5.78M 0.05% new Timeline VDC 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: 18,083 shares; 2024Q4: 25,407 shares; 2025Q1: 26,150 shares; 2025Q2: 26,149 shares; 2025Q3: 26,168 shares; 2025Q4: 25,925 shares; 2026Q1: 25,600 shares 25,600 $5.75M 0.05% -325 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 41,021 shares; 2025Q1: 42,759 shares; 2025Q2: 43,560 shares; 2025Q3: 43,586 shares; 2025Q4: 46,179 shares; 2026Q1: 47,542 shares 47,542 $5.74M 0.05% +1,363 Timeline VTV 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: 29,764 shares; 2024Q4: 29,724 shares; 2025Q1: 29,028 shares; 2025Q2: 29,664 shares; 2025Q3: 29,892 shares; 2025Q4: 28,432 shares; 2026Q1: 29,089 shares 29,089 $5.71M 0.05% +657 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: 105,913 shares; 2024Q4: 106,350 shares; 2025Q1: 105,678 shares; 2025Q2: 110,114 shares; 2025Q3: 108,913 shares; 2025Q4: 107,058 shares; 2026Q1: 93,217 shares 93,217 $5.65M 0.05% -13,841 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: 30,323 shares; 2024Q4: 30,642 shares; 2025Q1: 29,566 shares; 2025Q2: 30,131 shares; 2025Q3: 30,490 shares; 2025Q4: 30,275 shares; 2026Q1: 28,134 shares 28,134 $5.58M 0.05% -2,141 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,589 shares; 2024Q4: 420,256 shares; 2025Q1: 419,922 shares; 2025Q2: 419,589 shares; 2025Q3: 419,589 shares; 2025Q4: 419,589 shares; 2026Q1: 419,589 shares 419,589 $5.32M 0.04% 0 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: 18,134 shares; 2024Q4: 18,232 shares; 2025Q1: 17,740 shares; 2025Q2: 17,561 shares; 2025Q3: 18,726 shares; 2025Q4: 19,182 shares; 2026Q1: 18,219 shares 18,219 $5.29M 0.04% -963 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: 80,309 shares; 2024Q4: 81,721 shares; 2025Q1: 78,949 shares; 2025Q2: 79,993 shares; 2025Q3: 79,045 shares; 2025Q4: 82,791 shares; 2026Q1: 79,340 shares 79,340 $5.24M 0.04% -3,451 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,609 shares; 2024Q4: 198,028 shares; 2025Q1: 203,274 shares; 2025Q2: 193,870 shares; 2025Q3: 194,141 shares; 2025Q4: 192,570 shares; 2026Q1: 187,444 shares 187,444 $5.23M 0.04% -5,126 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: 42,273 shares; 2024Q4: 44,479 shares; 2025Q1: 52,244 shares; 2025Q2: 45,343 shares; 2025Q3: 45,869 shares; 2025Q4: 45,956 shares; 2026Q1: 39,538 shares 39,538 $5.18M 0.04% -6,418 Timeline ILCG 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: 57,658 shares; 2024Q4: 55,028 shares; 2025Q1: 54,288 shares; 2025Q2: 53,594 shares; 2025Q3: 53,574 shares; 2025Q4: 53,554 shares; 2026Q1: 53,424 shares 53,424 $5.1M 0.04% -130 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: 38,441 shares; 2024Q4: 35,078 shares; 2025Q1: 38,466 shares; 2025Q2: 36,200 shares; 2025Q3: 35,510 shares; 2025Q4: 34,956 shares; 2026Q1: 34,080 shares 34,080 $4.95M 0.04% -876 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,454 shares; 2025Q2: 19,212 shares; 2025Q3: 18,827 shares; 2025Q4: 16,257 shares; 2026Q1: 22,970 shares 22,970 $4.91M 0.04% +6,713 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 121,944 shares; 2025Q1: 130,687 shares; 2025Q2: 165,512 shares; 2025Q3: 172,452 shares; 2025Q4: 177,838 shares; 2026Q1: 159,911 shares 159,911 $4.91M 0.04% -17,927 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: 61,986 shares; 2024Q4: 58,885 shares; 2025Q1: 56,791 shares; 2025Q2: 57,732 shares; 2025Q3: 57,624 shares; 2025Q4: 56,827 shares; 2026Q1: 50,632 shares 50,632 $4.88M 0.04% -6,195 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: 17,363 shares; 2024Q4: 17,410 shares; 2025Q1: 17,372 shares; 2025Q2: 18,091 shares; 2025Q3: 17,421 shares; 2025Q4: 17,348 shares; 2026Q1: 14,964 shares 14,964 $4.83M 0.04% -2,384 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: 60,759 shares 60,759 $4.82M 0.04% 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: 47,947 shares; 2024Q4: 48,387 shares; 2025Q1: 46,647 shares; 2025Q2: 45,597 shares; 2025Q3: 44,361 shares; 2025Q4: 82,927 shares; 2026Q1: 77,872 shares 77,872 $4.77M 0.04% -5,055 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: 87,057 shares; 2024Q4: 85,959 shares; 2025Q1: 92,151 shares; 2025Q2: 85,127 shares; 2025Q3: 82,893 shares; 2025Q4: 79,573 shares; 2026Q1: 94,538 shares 94,538 $4.75M 0.04% +14,965 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: 13,907 shares; 2024Q4: 14,010 shares; 2025Q1: 13,999 shares; 2025Q2: 15,742 shares; 2025Q3: 15,427 shares; 2025Q4: 15,058 shares; 2026Q1: 14,329 shares 14,329 $4.67M 0.04% -729 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 10,646 shares; 2026Q1: 23,803 shares 23,803 $4.65M 0.04% +13,157 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,787 shares; 2024Q4: 19,942 shares; 2025Q1: 19,525 shares; 2025Q2: 20,570 shares; 2025Q3: 23,876 shares; 2025Q4: 22,535 shares; 2026Q1: 26,640 shares 26,640 $4.6M 0.04% +4,105 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: 140,712 shares; 2024Q4: 117,674 shares; 2025Q1: 128,614 shares; 2025Q2: 116,121 shares; 2025Q3: 108,497 shares; 2025Q4: 103,315 shares; 2026Q1: 103,373 shares 103,373 $4.56M 0.04% +58 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 6,689 shares; 2025Q1: 7,244 shares; 2025Q2: 10,028 shares; 2025Q3: 11,798 shares; 2025Q4: 14,024 shares; 2026Q1: 14,159 shares 14,159 $4.42M 0.04% +135 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: 10,111 shares; 2024Q4: 20,188 shares; 2025Q1: 20,129 shares; 2025Q2: 21,205 shares; 2025Q3: 22,857 shares; 2025Q4: 22,513 shares; 2026Q1: 27,571 shares 27,571 $4.42M 0.04% +5,058 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: 30,059 shares; 2024Q4: 29,985 shares; 2025Q1: 24,284 shares; 2025Q2: 24,933 shares; 2025Q3: 24,429 shares; 2025Q4: 24,527 shares; 2026Q1: 23,729 shares 23,729 $4.32M 0.03% -798 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,972 shares; 2024Q4: 18,699 shares; 2025Q1: 25,731 shares; 2025Q2: 27,177 shares; 2025Q3: 29,339 shares; 2025Q4: 34,533 shares; 2026Q1: 47,730 shares 47,730 $4.32M 0.03% +13,197 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,776 shares; 2024Q4: 14,787 shares; 2025Q1: 14,776 shares; 2025Q2: 14,912 shares; 2025Q3: 11,356 shares; 2025Q4: 11,857 shares; 2026Q1: 14,134 shares 14,134 $4.3M 0.03% +2,277 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,665 shares; 2026Q1: 49,588 shares 49,588 $4.3M 0.03% +8,923 Timeline IWC 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: 30,289 shares; 2024Q4: 30,035 shares; 2025Q1: 29,614 shares; 2025Q2: 26,080 shares; 2025Q3: 25,903 shares; 2025Q4: 25,588 shares; 2026Q1: 26,469 shares 26,469 $4.22M 0.03% +881 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: 24,149 shares; 2024Q4: 23,963 shares; 2025Q1: 24,104 shares; 2025Q2: 24,550 shares; 2025Q3: 24,369 shares; 2025Q4: 23,601 shares; 2026Q1: 22,179 shares 22,179 $4.14M 0.03% -1,422 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: 99,919 shares; 2024Q4: 108,096 shares; 2025Q1: 115,544 shares; 2025Q2: 101,532 shares; 2025Q3: 102,050 shares; 2025Q4: 101,100 shares; 2026Q1: 100,493 shares 100,493 $4.13M 0.03% -607 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,938 shares; 2024Q4: 106,894 shares; 2025Q1: 87,615 shares; 2025Q2: 94,482 shares; 2025Q3: 93,101 shares; 2025Q4: 89,325 shares; 2026Q1: 111,060 shares 111,060 $4.11M 0.03% +21,735 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: 31,664 shares; 2024Q4: 32,025 shares; 2025Q1: 31,872 shares; 2025Q2: 31,869 shares; 2025Q3: 34,663 shares; 2025Q4: 34,690 shares; 2026Q1: 31,882 shares 31,882 $4.11M 0.03% -2,808 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 17,858 shares; 2025Q1: 17,590 shares; 2025Q2: 17,855 shares; 2025Q3: 23,376 shares; 2025Q4: 27,078 shares; 2026Q1: 27,666 shares 27,666 $4.1M 0.03% +588 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: 29,930 shares; 2024Q4: 28,760 shares; 2025Q1: 28,590 shares; 2025Q2: 29,255 shares; 2025Q3: 30,005 shares; 2025Q4: 31,745 shares; 2026Q1: 27,546 shares 27,546 $4.02M 0.03% -4,199 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: 8,049 shares; 2024Q4: 8,053 shares; 2025Q1: 7,658 shares; 2025Q2: 7,176 shares; 2025Q3: 7,360 shares; 2025Q4: 7,387 shares; 2026Q1: 7,061 shares 7,061 $3.98M 0.03% -326 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,505 shares; 2024Q4: 43,505 shares; 2025Q1: 43,225 shares; 2025Q2: 58,894 shares; 2025Q3: 59,185 shares; 2025Q4: 59,185 shares; 2026Q1: 59,505 shares 59,505 $3.93M 0.03% +320 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: 2,097 shares; 2024Q4: 2,422 shares; 2025Q1: 2,436 shares; 2025Q2: 2,383 shares; 2025Q3: 2,794 shares; 2025Q4: 2,841 shares; 2026Q1: 2,652 shares 2,652 $3.91M 0.03% -189 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: 3,372 shares; 2024Q4: 3,841 shares; 2025Q1: 4,125 shares; 2025Q2: 4,386 shares; 2025Q3: 4,648 shares; 2025Q4: 4,602 shares; 2026Q1: 4,532 shares 4,532 $3.83M 0.03% -70 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 156,550 shares 156,550 $3.82M 0.03% new 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: 23,648 shares; 2024Q4: 23,290 shares; 2025Q1: 25,017 shares; 2025Q2: 23,774 shares; 2025Q3: 23,884 shares; 2025Q4: 23,122 shares; 2026Q1: 19,481 shares 19,481 $3.78M 0.03% -3,641 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: 17,160 shares; 2024Q4: 16,656 shares; 2025Q1: 16,455 shares; 2025Q2: 18,095 shares; 2025Q3: 18,507 shares; 2025Q4: 18,337 shares; 2026Q1: 18,177 shares 18,177 $3.77M 0.03% -160 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: 26,601 shares; 2024Q4: 25,862 shares; 2025Q1: 27,047 shares; 2025Q2: 27,096 shares; 2025Q3: 27,727 shares; 2025Q4: 26,748 shares; 2026Q1: 24,755 shares 24,755 $3.75M 0.03% -1,993 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,149 shares; 2025Q1: 12,610 shares; 2025Q2: 12,685 shares; 2025Q3: 11,935 shares; 2025Q4: 11,935 shares; 2026Q1: 12,185 shares 12,185 $3.7M 0.03% +250 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: 3,655 shares; 2024Q4: 3,413 shares; 2025Q1: 4,323 shares; 2025Q2: 4,124 shares; 2025Q3: 4,215 shares; 2025Q4: 44,050 shares; 2026Q1: 38,460 shares 38,460 $3.7M 0.03% -5,590 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,026 shares; 2025Q1: 2,446 shares; 2025Q2: 31,177 shares; 2025Q3: 31,232 shares; 2025Q4: 28,032 shares; 2026Q1: 18,838 shares 18,838 $3.61M 0.03% -9,194 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.03% 0 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: 2,199 shares; 2024Q4: 2,222 shares; 2025Q1: 2,163 shares; 2025Q2: 2,423 shares; 2025Q3: 2,681 shares; 2025Q4: 3,879 shares; 2026Q1: 3,882 shares 3,882 $3.48M 0.03% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,654 shares; 2024Q4: 66,654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,446 shares 90,446 $3.47M 0.03% new 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: not reported; 2024Q4: 118,689 shares; 2025Q1: 137,588 shares; 2025Q2: 126,501 shares; 2025Q3: 121,936 shares; 2025Q4: 124,420 shares; 2026Q1: 116,302 shares 116,302 $3.37M 0.03% -8,118 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: 52,184 shares; 2024Q4: 35,617 shares; 2025Q1: 30,966 shares; 2025Q2: 25,228 shares; 2025Q3: 23,329 shares; 2025Q4: 18,101 shares; 2026Q1: 19,328 shares 19,328 $3.34M 0.03% +1,227 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 19,790 shares; 2025Q1: 20,790 shares; 2025Q2: 20,835 shares; 2025Q3: 21,154 shares; 2025Q4: 17,494 shares; 2026Q1: 17,581 shares 17,581 $3.32M 0.03% +87 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 123,805 shares; 2025Q3: 122,517 shares; 2025Q4: 118,902 shares; 2026Q1: 97,101 shares 97,101 $3.32M 0.03% -21,801 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,983 shares; 2024Q4: 56,540 shares; 2025Q1: 66,640 shares; 2025Q2: 60,581 shares; 2025Q3: 69,453 shares; 2025Q4: 69,773 shares; 2026Q1: 63,003 shares 63,003 $3.29M 0.03% -6,770 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 7,883 shares; 2025Q1: 7,919 shares; 2025Q2: 7,748 shares; 2025Q3: 7,730 shares; 2025Q4: 7,726 shares; 2026Q1: 7,343 shares 7,343 $3.28M 0.03% -383 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,785 shares; 2024Q4: 13,338 shares; 2025Q1: 13,263 shares; 2025Q2: 13,456 shares; 2025Q3: 13,647 shares; 2025Q4: 13,862 shares; 2026Q1: 9,596 shares 9,596 $3.26M 0.03% -4,266 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,547 shares; 2025Q2: 7,652 shares; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares; 2026Q1: 7,652 shares 7,652 $3.25M 0.03% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,670 shares; 2024Q4: 35,670 shares; 2025Q1: 44,411 shares; 2025Q2: 45,270 shares; 2025Q3: 45,086 shares; 2025Q4: 38,026 shares; 2026Q1: 38,206 shares 38,206 $3.24M 0.03% +180 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: 33,077 shares; 2024Q4: 33,031 shares; 2025Q1: 34,016 shares; 2025Q2: 38,675 shares; 2025Q3: 39,169 shares; 2025Q4: 35,293 shares; 2026Q1: 34,478 shares 34,478 $3.24M 0.03% -815 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: 7,006 shares; 2024Q4: 7,179 shares; 2025Q1: 7,934 shares; 2025Q2: 8,290 shares; 2025Q3: 9,135 shares; 2025Q4: 8,929 shares; 2026Q1: 9,021 shares 9,021 $3.23M 0.03% +92 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,877 shares 29,877 $3.19M 0.03% new 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: 12,956 shares; 2024Q4: 12,956 shares; 2025Q1: 16,286 shares; 2025Q2: 16,127 shares; 2025Q3: 16,127 shares; 2025Q4: 16,127 shares; 2026Q1: 16,220 shares 16,220 $3.18M 0.03% +93 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 8,753 shares; 2025Q1: 8,743 shares; 2025Q2: 8,794 shares; 2025Q3: 8,714 shares; 2025Q4: 8,764 shares; 2026Q1: 8,413 shares 8,413 $3.18M 0.03% -351 Timeline FNDE 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: 74,448 shares; 2024Q4: 83,977 shares; 2025Q1: 87,376 shares; 2025Q2: 83,283 shares; 2025Q3: 82,393 shares; 2025Q4: 84,015 shares; 2026Q1: 82,397 shares 82,397 $3.15M 0.03% -1,618 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,619 shares; 2024Q4: 28,719 shares; 2025Q1: 19,841 shares; 2025Q2: 20,623 shares; 2025Q3: 21,348 shares; 2025Q4: 19,428 shares; 2026Q1: 18,132 shares 18,132 $3.14M 0.03% -1,296 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,740 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 14,875 shares; 2025Q4: 14,714 shares; 2026Q1: 16,467 shares 16,467 $3.14M 0.03% +1,753 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: 14,125 shares; 2024Q4: 19,905 shares; 2025Q1: 26,425 shares; 2025Q2: 26,942 shares; 2025Q3: 27,494 shares; 2025Q4: 33,619 shares; 2026Q1: 33,995 shares 33,995 $3.13M 0.03% +376 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: 31,746 shares; 2024Q4: 31,409 shares; 2025Q1: 30,345 shares; 2025Q2: 29,643 shares; 2025Q3: 29,078 shares; 2025Q4: 29,231 shares; 2026Q1: 26,388 shares 26,388 $3.13M 0.03% -2,843 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 21,858 shares; 2025Q1: 19,672 shares; 2025Q2: 20,208 shares; 2025Q3: 19,392 shares; 2025Q4: 23,154 shares; 2026Q1: 21,336 shares 21,336 $3.13M 0.03% -1,818 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,869 shares; 2024Q4: 39,074 shares; 2025Q1: 39,425 shares; 2025Q2: 42,945 shares; 2025Q3: 43,614 shares; 2025Q4: 47,490 shares; 2026Q1: 54,650 shares 54,650 $3.1M 0.03% +7,160 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: 114,101 shares; 2024Q4: 114,812 shares; 2025Q1: 107,786 shares; 2025Q2: 86,532 shares; 2025Q3: 75,953 shares; 2025Q4: 65,723 shares; 2026Q1: 58,712 shares 58,712 $3.1M 0.03% -7,011 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,027 shares; 2025Q1: not reported; 2025Q2: 58,472 shares; 2025Q3: 61,312 shares; 2025Q4: 49,792 shares; 2026Q1: 49,963 shares 49,963 $3.09M 0.03% +171 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: 263,133 shares; 2024Q4: 69,065 shares; 2025Q1: 38,850 shares; 2025Q2: 25,393 shares; 2025Q3: 19,673 shares; 2025Q4: 16,622 shares; 2026Q1: 14,838 shares 14,838 $3.08M 0.02% -1,784 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,290 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,561 shares; 2025Q3: 46,590 shares; 2025Q4: 49,490 shares; 2026Q1: 49,970 shares 49,970 $3.08M 0.02% +480 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: 44,415 shares; 2024Q4: 44,290 shares; 2025Q1: 43,277 shares; 2025Q2: 43,644 shares; 2025Q3: 46,040 shares; 2025Q4: 46,040 shares; 2026Q1: 46,690 shares 46,690 $3.08M 0.02% +650 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: 6,795 shares; 2024Q4: 7,203 shares; 2025Q1: 9,017 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,525 shares; 2026Q1: 9,049 shares 9,049 $3.06M 0.02% -1,476 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,015 shares; 2024Q4: 48,415 shares; 2025Q1: 48,415 shares; 2025Q2: 48,878 shares; 2025Q3: 48,878 shares; 2025Q4: 48,878 shares; 2026Q1: 48,988 shares 48,988 $3.04M 0.02% +110 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: 48,579 shares; 2024Q4: 44,456 shares; 2025Q1: 44,231 shares; 2025Q2: 40,657 shares; 2025Q3: 38,559 shares; 2025Q4: 36,341 shares; 2026Q1: 33,719 shares 33,719 $3.02M 0.02% -2,622 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,850 shares; 2024Q4: 12,475 shares; 2025Q1: 12,462 shares; 2025Q2: 12,582 shares; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares; 2026Q1: 11,372 shares 11,372 $3.02M 0.02% -1,240 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: 55,237 shares; 2024Q4: 54,155 shares; 2025Q1: 55,377 shares; 2025Q2: 54,638 shares; 2025Q3: 55,667 shares; 2025Q4: 54,351 shares; 2026Q1: 52,255 shares 52,255 $3.01M 0.02% -2,096 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: 6,914 shares; 2024Q4: 6,905 shares; 2025Q1: 7,115 shares; 2025Q2: 6,856 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares; 2026Q1: 6,764 shares 6,764 $3.01M 0.02% +4 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: 6,729 shares; 2024Q4: 6,833 shares; 2025Q1: 6,825 shares; 2025Q2: 6,826 shares; 2025Q3: 6,831 shares; 2025Q4: 6,835 shares; 2026Q1: 6,882 shares 6,882 $3M 0.02% +47 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: 14,789 shares; 2024Q4: 14,387 shares; 2025Q1: 13,942 shares; 2025Q2: 14,466 shares; 2025Q3: 14,580 shares; 2025Q4: 13,767 shares; 2026Q1: 12,251 shares 12,251 $2.99M 0.02% -1,516 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: 48,612 shares; 2024Q4: 43,305 shares; 2025Q1: 40,795 shares; 2025Q2: 38,904 shares; 2025Q3: 36,378 shares; 2025Q4: 35,038 shares; 2026Q1: 33,754 shares 33,754 $2.98M 0.02% -1,284 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,511 shares; 2025Q1: 10,511 shares; 2025Q2: 10,316 shares; 2025Q3: 10,186 shares; 2025Q4: 10,045 shares; 2026Q1: 10,018 shares 10,018 $2.98M 0.02% -27 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: 131,902 shares; 2024Q4: 110,365 shares; 2025Q1: 143,433 shares; 2025Q2: 123,998 shares; 2025Q3: 114,351 shares; 2025Q4: 114,141 shares; 2026Q1: 105,681 shares 105,681 $2.97M 0.02% -8,460 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: 9,195 shares; 2024Q4: 9,031 shares; 2025Q1: 7,920 shares; 2025Q2: 7,947 shares; 2025Q3: 7,676 shares; 2025Q4: 6,565 shares; 2026Q1: 5,998 shares 5,998 $2.95M 0.02% -567 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: 31,383 shares; 2024Q4: 31,374 shares; 2025Q1: 36,545 shares; 2025Q2: 36,800 shares; 2025Q3: 37,188 shares; 2025Q4: 37,146 shares; 2026Q1: 29,366 shares 29,366 $2.92M 0.02% -7,780 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: 29,900 shares; 2024Q4: 29,941 shares; 2025Q1: 29,791 shares; 2025Q2: 29,699 shares; 2025Q3: 29,852 shares; 2025Q4: 36,882 shares; 2026Q1: 37,072 shares 37,072 $2.91M 0.02% +190 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,830 shares; 2024Q4: 35,830 shares; 2025Q1: 34,540 shares; 2025Q2: 42,826 shares; 2025Q3: 43,070 shares; 2025Q4: 43,070 shares; 2026Q1: 58,530 shares 58,530 $2.89M 0.02% +15,460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,700 shares; 2025Q3: 172,093 shares; 2025Q4: 172,093 shares; 2026Q1: 125,463 shares 125,463 $2.86M 0.02% -46,630 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,567 shares; 2024Q4: 31,779 shares; 2025Q1: 31,010 shares; 2025Q2: 31,308 shares; 2025Q3: 31,238 shares; 2025Q4: 31,238 shares; 2026Q1: 21,233 shares 21,233 $2.86M 0.02% -10,005 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: 471,130 shares; 2024Q4: 296,124 shares; 2025Q1: 223,475 shares; 2025Q2: 184,064 shares; 2025Q3: 148,762 shares; 2025Q4: 108,047 shares; 2026Q1: 99,248 shares 99,248 $2.85M 0.02% -8,799 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,303 shares; 2024Q4: 81,863 shares; 2025Q1: 79,763 shares; 2025Q2: 68,381 shares; 2025Q3: 51,953 shares; 2025Q4: 61,068 shares; 2026Q1: 81,109 shares 81,109 $2.85M 0.02% +20,041 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,061 shares 32,061 $2.83M 0.02% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,895 shares 58,895 $2.81M 0.02% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 20,179 shares; 2025Q1: 20,130 shares; 2025Q2: 20,342 shares; 2025Q3: 20,389 shares; 2025Q4: 20,393 shares; 2026Q1: 16,577 shares 16,577 $2.8M 0.02% -3,816 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: 49,319 shares; 2026Q1: 36,518 shares 36,518 $2.78M 0.02% -12,801 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,090 shares; 2025Q1: 54,590 shares; 2025Q2: 54,090 shares; 2025Q3: 55,448 shares; 2025Q4: 51,263 shares; 2026Q1: 52,213 shares 52,213 $2.75M 0.02% +950 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,051 shares; 2024Q4: 22,051 shares; 2025Q1: 21,801 shares; 2025Q2: 21,801 shares; 2025Q3: 21,701 shares; 2025Q4: 21,701 shares; 2026Q1: 21,701 shares 21,701 $2.71M 0.02% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,225 shares; 2025Q1: 9,475 shares; 2025Q2: 9,277 shares; 2025Q3: 9,311 shares; 2025Q4: 7,796 shares; 2026Q1: 7,826 shares 7,826 $2.69M 0.02% +30 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: 19,900 shares; 2024Q4: 19,900 shares; 2025Q1: 20,390 shares; 2025Q2: 20,390 shares; 2025Q3: 20,390 shares; 2025Q4: 20,465 shares; 2026Q1: 20,475 shares 20,475 $2.68M 0.02% +10 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: 20,781 shares; 2024Q4: 20,979 shares; 2025Q1: 18,562 shares; 2025Q2: 14,288 shares; 2025Q3: 14,290 shares; 2025Q4: 14,293 shares; 2026Q1: 14,497 shares 14,497 $2.68M 0.02% +204 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: 32,522 shares; 2024Q4: 33,544 shares; 2025Q1: 36,044 shares; 2025Q2: 32,489 shares; 2025Q3: 33,115 shares; 2025Q4: 31,585 shares; 2026Q1: 27,743 shares 27,743 $2.68M 0.02% -3,842 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,532 shares; 2025Q1: 19,520 shares; 2025Q2: 19,538 shares; 2025Q3: 26,162 shares; 2025Q4: 25,982 shares; 2026Q1: 27,512 shares 27,512 $2.66M 0.02% +1,530 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 16,293 shares; 2025Q1: 16,284 shares; 2025Q2: 16,402 shares; 2025Q3: 15,494 shares; 2025Q4: 16,673 shares; 2026Q1: 16,763 shares 16,763 $2.65M 0.02% +90 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: 20,109 shares; 2024Q4: 18,169 shares; 2025Q1: 18,169 shares; 2025Q2: 15,194 shares; 2025Q3: 15,148 shares; 2025Q4: 15,138 shares; 2026Q1: 15,138 shares 15,138 $2.64M 0.02% 0 Timeline IWY 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: 2,448 shares; 2025Q2: 6,786 shares; 2025Q3: 7,549 shares; 2025Q4: 8,558 shares; 2026Q1: 10,617 shares 10,617 $2.64M 0.02% +2,059 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,825 shares; 2024Q4: 21,825 shares; 2025Q1: 29,428 shares; 2025Q2: 29,639 shares; 2025Q3: 29,792 shares; 2025Q4: 29,717 shares; 2026Q1: 24,099 shares 24,099 $2.63M 0.02% -5,618 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 13,291 shares; 2025Q1: 13,284 shares; 2025Q2: 13,376 shares; 2025Q3: 17,506 shares; 2025Q4: 14,526 shares; 2026Q1: 14,612 shares 14,612 $2.62M 0.02% +86 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,343 shares; 2024Q4: 186,327 shares; 2025Q1: 190,646 shares; 2025Q2: 189,702 shares; 2025Q3: 161,187 shares; 2025Q4: 19,809 shares; 2026Q1: 7,993 shares 7,993 $2.61M 0.02% -11,816 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,715 shares; 2024Q4: 21,720 shares; 2025Q1: 21,650 shares; 2025Q2: 21,317 shares; 2025Q3: 28,794 shares; 2025Q4: 34,404 shares; 2026Q1: 34,582 shares 34,582 $2.59M 0.02% +178 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: not reported; 2025Q1: 2,762 shares; 2025Q2: 2,693 shares; 2025Q3: 2,827 shares; 2025Q4: 2,829 shares; 2026Q1: 2,659 shares 2,659 $2.56M 0.02% -170 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,028 shares 25,028 $2.52M 0.02% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 25,615 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 60,000 shares; 2026Q1: 70,000 shares 70,000 $2.48M 0.02% +10,000 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 7,741 shares; 2025Q1: 9,641 shares; 2025Q2: 10,320 shares; 2025Q3: 12,436 shares; 2025Q4: 17,249 shares; 2026Q1: 18,123 shares 18,123 $2.46M 0.02% +874 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL 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: 216,632 shares; 2025Q3: 331,942 shares; 2025Q4: 312,319 shares; 2026Q1: 408,343 shares 408,343 $2.45M 0.02% +96,024 Timeline VOOV 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: 11,982 shares; 2024Q4: 12,214 shares; 2025Q1: 12,214 shares; 2025Q2: 12,214 shares; 2025Q3: 12,214 shares; 2025Q4: 11,497 shares; 2026Q1: 11,805 shares 11,805 $2.41M 0.02% +308 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: 15,806 shares; 2024Q4: 15,853 shares; 2025Q1: 15,543 shares; 2025Q2: 16,110 shares; 2025Q3: 16,062 shares; 2025Q4: 16,538 shares; 2026Q1: 17,610 shares 17,610 $2.39M 0.02% +1,072 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,787 shares 36,787 $2.38M 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 18,206 shares; 2025Q1: 18,303 shares; 2025Q2: 24,638 shares; 2025Q3: 31,939 shares; 2025Q4: 30,235 shares; 2026Q1: 30,294 shares 30,294 $2.34M 0.02% +59 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 11,025 shares; 2025Q1: 10,920 shares; 2025Q2: 10,899 shares; 2025Q3: 10,899 shares; 2025Q4: 21,783 shares; 2026Q1: 21,391 shares 21,391 $2.33M 0.02% -392 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 5,575 shares; 2025Q1: 5,720 shares; 2025Q2: 5,843 shares; 2025Q3: 5,913 shares; 2025Q4: 6,388 shares; 2026Q1: 6,490 shares 6,490 $2.33M 0.02% +102 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: 63,382 shares; 2024Q4: 76,418 shares; 2025Q1: 114,868 shares; 2025Q2: 154,365 shares; 2025Q3: 155,956 shares; 2025Q4: 152,399 shares; 2026Q1: 148,778 shares 148,778 $2.33M 0.02% -3,621 Timeline XLF 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: 45,027 shares; 2024Q4: 44,278 shares; 2025Q1: 45,144 shares; 2025Q2: 51,655 shares; 2025Q3: 50,823 shares; 2025Q4: 46,848 shares; 2026Q1: 46,623 shares 46,623 $2.3M 0.02% -225 Timeline BIV 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: 29,313 shares 29,313 $2.26M 0.02% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,376 shares; 2024Q4: 27,380 shares; 2025Q1: 27,371 shares; 2025Q2: 28,259 shares; 2025Q3: 28,415 shares; 2025Q4: 19,228 shares; 2026Q1: 19,148 shares 19,148 $2.24M 0.02% -80 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,035 shares 16,035 $2.24M 0.02% 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: 17,430 shares; 2024Q4: 17,344 shares; 2025Q1: 17,252 shares; 2025Q2: 16,224 shares; 2025Q3: 15,677 shares; 2025Q4: 15,592 shares; 2026Q1: 14,246 shares 14,246 $2.24M 0.02% -1,346 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,181 shares; 2024Q4: 14,146 shares; 2025Q1: 14,098 shares; 2025Q2: 15,308 shares; 2025Q3: 15,831 shares; 2025Q4: 18,487 shares; 2026Q1: 18,979 shares 18,979 $2.24M 0.02% +492 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: 6,620 shares; 2024Q4: 6,708 shares; 2025Q1: 8,950 shares; 2025Q2: 10,627 shares; 2025Q3: 15,327 shares; 2025Q4: 15,268 shares; 2026Q1: 15,230 shares 15,230 $2.23M 0.02% -38 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,100 shares; 2025Q2: 99,108 shares; 2025Q3: 99,527 shares; 2025Q4: 99,527 shares; 2026Q1: 82,607 shares 82,607 $2.21M 0.02% -16,920 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV 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: 54,916 shares 54,916 $2.2M 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 10,791 shares; 2025Q1: 10,820 shares; 2025Q2: 8,587 shares; 2025Q3: 8,530 shares; 2025Q4: 8,480 shares; 2026Q1: 8,827 shares 8,827 $2.18M 0.02% +347 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,937 shares; 2024Q4: 24,027 shares; 2025Q1: 17,253 shares; 2025Q2: 17,401 shares; 2025Q3: 15,625 shares; 2025Q4: 15,594 shares; 2026Q1: 15,674 shares 15,674 $2.18M 0.02% +80 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: 31,893 shares 31,893 $2.17M 0.02% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 23,834 shares; 2025Q1: 23,835 shares; 2025Q2: 23,836 shares; 2025Q3: 23,837 shares; 2025Q4: 23,838 shares; 2026Q1: 23,533 shares 23,533 $2.17M 0.02% -305 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 31,560 shares; 2025Q1: 24,290 shares; 2025Q2: 24,579 shares; 2025Q3: 24,579 shares; 2025Q4: 24,579 shares; 2026Q1: 20,179 shares 20,179 $2.15M 0.02% -4,400 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: 1,947 shares; 2024Q4: 2,828 shares; 2025Q1: 2,964 shares; 2025Q2: 3,035 shares; 2025Q3: 2,480 shares; 2025Q4: 2,194 shares; 2026Q1: 2,197 shares 2,197 $2.15M 0.02% +3 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: 42,934 shares; 2024Q4: 44,359 shares; 2025Q1: 54,810 shares; 2025Q2: 48,321 shares; 2025Q3: 45,847 shares; 2025Q4: 43,495 shares; 2026Q1: 39,726 shares 39,726 $2.15M 0.02% -3,769 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: 20,932 shares; 2024Q4: 21,076 shares; 2025Q1: 21,350 shares; 2025Q2: 21,078 shares; 2025Q3: 21,445 shares; 2025Q4: 21,487 shares; 2026Q1: 18,611 shares 18,611 $2.14M 0.02% -2,876 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 9,425 shares; 2025Q1: 9,345 shares; 2025Q2: 9,416 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares; 2026Q1: 7,355 shares 7,355 $2.14M 0.02% +30 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,971 shares; 2024Q4: 157,783 shares; 2025Q1: 149,763 shares; 2025Q2: 137,148 shares; 2025Q3: 137,207 shares; 2025Q4: 136,848 shares; 2026Q1: 136,906 shares 136,906 $2.13M 0.02% +58 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,302 shares; 2024Q4: 65,302 shares; 2025Q1: 65,342 shares; 2025Q2: 63,898 shares; 2025Q3: 64,449 shares; 2025Q4: 67,569 shares; 2026Q1: 50,639 shares 50,639 $2.13M 0.02% -16,930 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,384 shares; 2024Q4: 77,559 shares; 2025Q1: 77,559 shares; 2025Q2: 107,002 shares; 2025Q3: 129,013 shares; 2025Q4: 118,580 shares; 2026Q1: 118,035 shares 118,035 $2.13M 0.02% -545 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: 28,391 shares; 2024Q4: 31,567 shares; 2025Q1: 30,197 shares; 2025Q2: 31,362 shares; 2025Q3: 31,395 shares; 2025Q4: 30,995 shares; 2026Q1: 26,705 shares 26,705 $2.13M 0.02% -4,290 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 6,430 shares 6,430 $2.13M 0.02% new Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,490 shares; 2024Q4: 109,490 shares; 2025Q1: 109,490 shares; 2025Q2: 110,334 shares; 2025Q3: 110,836 shares; 2025Q4: 110,476 shares; 2026Q1: 91,518 shares 91,518 $2.11M 0.02% -18,958 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 15,800 shares; 2025Q2: 16,434 shares; 2025Q3: 26,901 shares; 2025Q4: 32,643 shares; 2026Q1: 31,994 shares 31,994 $2.09M 0.02% -649 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,902 shares; 2024Q4: 39,902 shares; 2025Q1: 59,102 shares; 2025Q2: 59,622 shares; 2025Q3: 59,992 shares; 2025Q4: 61,882 shares; 2026Q1: 62,192 shares 62,192 $2.09M 0.02% +310 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 79,454 shares 79,454 $2.05M 0.02% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,460 shares; 2024Q4: 79,460 shares; 2025Q1: 53,290 shares; 2025Q2: 53,827 shares; 2025Q3: 54,138 shares; 2025Q4: 54,138 shares; 2026Q1: 54,967 shares 54,967 $2.05M 0.02% +829 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,001 shares; 2024Q4: 84,571 shares; 2025Q1: 87,691 shares; 2025Q2: 88,456 shares; 2025Q3: 110,992 shares; 2025Q4: 92,592 shares; 2026Q1: 75,202 shares 75,202 $2.02M 0.02% -17,390 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: 24,168 shares; 2024Q4: 26,043 shares; 2025Q1: 25,380 shares; 2025Q2: 22,840 shares; 2025Q3: 23,036 shares; 2025Q4: 43,881 shares; 2026Q1: 43,964 shares 43,964 $2.02M 0.02% +83 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 24,967 shares; 2025Q1: 20,057 shares; 2025Q2: 20,238 shares; 2025Q3: 20,449 shares; 2025Q4: 20,397 shares; 2026Q1: 20,497 shares 20,497 $2.02M 0.02% +100 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,815 shares; 2025Q1: 11,475 shares; 2025Q2: 7,319 shares; 2025Q3: 5,667 shares; 2025Q4: 4,236 shares; 2026Q1: 3,866 shares 3,866 $2.02M 0.02% -370 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,384 shares; 2025Q2: 7,305 shares; 2025Q3: 7,305 shares; 2025Q4: 8,945 shares; 2026Q1: 9,633 shares 9,633 $2.01M 0.02% +688 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,026 shares; 2025Q3: 9,431 shares; 2025Q4: 10,271 shares; 2026Q1: 10,401 shares 10,401 $2.01M 0.02% +130 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 3,547 shares; 2025Q1: 3,535 shares; 2025Q2: 4,767 shares; 2025Q3: 4,798 shares; 2025Q4: 3,677 shares; 2026Q1: 3,687 shares 3,687 $2.01M 0.02% +10 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: 1,757 shares; 2024Q4: 1,817 shares; 2025Q1: 1,771 shares; 2025Q2: 1,786 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares; 2026Q1: 1,810 shares 1,810 $1.97M 0.02% +29 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: 18,540 shares; 2024Q4: 18,290 shares; 2025Q1: 19,106 shares; 2025Q2: 18,706 shares; 2025Q3: 14,966 shares; 2025Q4: 14,966 shares; 2026Q1: 12,889 shares 12,889 $1.97M 0.02% -2,077 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 25,655 shares; 2025Q3: 25,842 shares; 2025Q4: 25,842 shares; 2026Q1: 20,439 shares 20,439 $1.97M 0.02% -5,403 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,281 shares; 2024Q4: 20,236 shares; 2025Q1: 25,402 shares; 2025Q2: 34,111 shares; 2025Q3: 33,482 shares; 2025Q4: 37,206 shares; 2026Q1: 38,488 shares 38,488 $1.96M 0.02% +1,282 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: 5,041 shares; 2024Q4: 5,079 shares; 2025Q1: 5,051 shares; 2025Q2: 5,023 shares; 2025Q3: 7,391 shares; 2025Q4: 7,322 shares; 2026Q1: 6,612 shares 6,612 $1.93M 0.02% -710 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,297 shares; 2024Q4: 75,047 shares; 2025Q1: 75,975 shares; 2025Q2: 77,111 shares; 2025Q3: 76,512 shares; 2025Q4: 68,970 shares; 2026Q1: 53,296 shares 53,296 $1.92M 0.02% -15,674 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,444 shares 21,444 $1.9M 0.02% new 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: 4,500 shares; 2024Q4: 3,278 shares; 2025Q1: 3,643 shares; 2025Q2: 4,268 shares; 2025Q3: 4,914 shares; 2025Q4: 5,907 shares; 2026Q1: 5,489 shares 5,489 $1.88M 0.02% -418 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: 16,146 shares; 2024Q4: 14,112 shares; 2025Q1: 13,427 shares; 2025Q2: 14,810 shares; 2025Q3: 15,187 shares; 2025Q4: 5,548 shares; 2026Q1: 5,465 shares 5,465 $1.87M 0.02% -83 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: 5,472 shares; 2024Q4: 5,347 shares; 2025Q1: 5,317 shares; 2025Q2: 4,814 shares; 2025Q3: 4,675 shares; 2025Q4: 4,434 shares; 2026Q1: 3,944 shares 3,944 $1.87M 0.02% -490 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,163 shares 106,163 $1.84M 0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,083 shares 15,083 $1.81M 0.01% new Timeline IGOV 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: 43,685 shares 43,685 $1.79M 0.01% new Timeline IYH 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: 35,170 shares; 2024Q4: 35,485 shares; 2025Q1: 32,095 shares; 2025Q2: 34,955 shares; 2025Q3: 32,870 shares; 2025Q4: 35,795 shares; 2026Q1: 29,095 shares 29,095 $1.79M 0.01% -6,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,180 shares 47,180 $1.79M 0.01% new 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: 32,924 shares; 2024Q4: 24,617 shares; 2025Q1: 23,571 shares; 2025Q2: 22,391 shares; 2025Q3: 22,615 shares; 2025Q4: 24,693 shares; 2026Q1: 24,628 shares 24,628 $1.77M 0.01% -65 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: 11,189 shares; 2024Q4: 11,380 shares; 2025Q1: 11,359 shares; 2025Q2: 11,622 shares; 2025Q3: 11,565 shares; 2025Q4: 11,590 shares; 2026Q1: 11,320 shares 11,320 $1.76M 0.01% -270 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: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 35,887 shares; 2025Q2: 35,785 shares; 2025Q3: 35,976 shares; 2025Q4: 35,976 shares; 2026Q1: 35,976 shares 35,976 $1.74M 0.01% 0 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,366 shares; 2024Q4: 117,118 shares; 2025Q1: 116,766 shares; 2025Q2: 117,863 shares; 2025Q3: 117,863 shares; 2025Q4: 90,563 shares; 2026Q1: 91,083 shares 91,083 $1.69M 0.01% +520 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 11,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,623 shares 28,623 $1.69M 0.01% new Timeline XSMO 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: 22,741 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 21,381 shares; 2025Q3: 21,381 shares; 2025Q4: 22,162 shares; 2026Q1: 22,162 shares 22,162 $1.68M 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,352 shares; 2024Q4: 26,381 shares; 2025Q1: 26,488 shares; 2025Q2: 28,145 shares; 2025Q3: 28,647 shares; 2025Q4: 36,185 shares; 2026Q1: 31,005 shares 31,005 $1.68M 0.01% -5,180 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: 9,464 shares; 2024Q4: 9,148 shares; 2025Q1: 10,495 shares; 2025Q2: 9,398 shares; 2025Q3: 10,087 shares; 2025Q4: 10,870 shares; 2026Q1: 8,138 shares 8,138 $1.66M 0.01% -2,732 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: 26,130 shares; 2024Q4: 25,819 shares; 2025Q1: 24,715 shares; 2025Q2: 24,988 shares; 2025Q3: 20,145 shares; 2025Q4: 19,925 shares; 2026Q1: 17,769 shares 17,769 $1.65M 0.01% -2,156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 5,979 shares; 2026Q1: 3,335 shares 3,335 $1.65M 0.01% -2,644 Timeline DGS 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: 27,878 shares; 2024Q4: 27,703 shares; 2025Q1: 27,703 shares; 2025Q2: 27,458 shares; 2025Q3: 27,879 shares; 2025Q4: 27,829 shares; 2026Q1: 27,229 shares 27,229 $1.64M 0.01% -600 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: 14,709 shares; 2024Q4: 14,853 shares; 2025Q1: 14,773 shares; 2025Q2: 14,629 shares; 2025Q3: 14,629 shares; 2025Q4: 12,394 shares; 2026Q1: 12,325 shares 12,325 $1.63M 0.01% -69 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 15,043 shares; 2025Q1: 15,379 shares; 2025Q2: 15,639 shares; 2025Q3: 13,206 shares; 2025Q4: 12,440 shares; 2026Q1: 12,422 shares 12,422 $1.63M 0.01% -18 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,820 shares; 2025Q2: 13,242 shares; 2025Q3: 9,813 shares; 2025Q4: 9,813 shares; 2026Q1: 9,933 shares 9,933 $1.57M 0.01% +120 Timeline VTWO 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: 8,050 shares; 2024Q4: 8,720 shares; 2025Q1: 8,328 shares; 2025Q2: 9,746 shares; 2025Q3: 10,359 shares; 2025Q4: 10,433 shares; 2026Q1: 15,526 shares 15,526 $1.56M 0.01% +5,093 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: 9,866 shares; 2024Q4: 9,707 shares; 2025Q1: 9,139 shares; 2025Q2: 8,498 shares; 2025Q3: 45,659 shares; 2025Q4: 30,628 shares; 2026Q1: 30,127 shares 30,127 $1.55M 0.01% -501 Timeline SPLV 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: 20,382 shares; 2024Q4: 19,857 shares; 2025Q1: 19,990 shares; 2025Q2: 22,622 shares; 2025Q3: 22,409 shares; 2025Q4: 22,773 shares; 2026Q1: 20,934 shares 20,934 $1.53M 0.01% -1,839 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,914 shares; 2025Q1: 5,610 shares; 2025Q2: 5,618 shares; 2025Q3: 5,684 shares; 2025Q4: 4,374 shares; 2026Q1: 4,356 shares 4,356 $1.53M 0.01% -18 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 18,049 shares; 2025Q1: 18,032 shares; 2025Q2: 17,768 shares; 2025Q3: 19,986 shares; 2025Q4: 18,827 shares; 2026Q1: 18,608 shares 18,608 $1.52M 0.01% -219 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 26,278 shares 26,278 $1.5M 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,123 shares; 2025Q1: 3,983 shares; 2025Q2: 4,486 shares; 2025Q3: 4,703 shares; 2025Q4: 5,133 shares; 2026Q1: 4,956 shares 4,956 $1.5M 0.01% -177 Timeline VOE 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: 8,056 shares; 2024Q4: 8,403 shares; 2025Q1: 8,003 shares; 2025Q2: 7,987 shares; 2025Q3: 8,009 shares; 2025Q4: 8,016 shares; 2026Q1: 8,060 shares 8,060 $1.49M 0.01% +44 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,624 shares 13,624 $1.48M 0.01% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,725 shares; 2024Q4: 24,050 shares; 2025Q1: 19,440 shares; 2025Q2: 14,998 shares; 2025Q3: 14,698 shares; 2025Q4: 9,498 shares; 2026Q1: 9,548 shares 9,548 $1.47M 0.01% +50 Timeline OPPE 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: 29,121 shares; 2024Q4: 29,121 shares; 2025Q1: 29,121 shares; 2025Q2: 29,121 shares; 2025Q3: 29,121 shares; 2025Q4: 27,100 shares; 2026Q1: 27,100 shares 27,100 $1.46M 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 3,241 shares; 2025Q1: 2,947 shares; 2025Q2: 3,621 shares; 2025Q3: 4,122 shares; 2025Q4: 3,907 shares; 2026Q1: 4,215 shares 4,215 $1.45M 0.01% +308 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: 14,696 shares; 2024Q4: 12,573 shares; 2025Q1: 13,832 shares; 2025Q2: 13,163 shares; 2025Q3: 12,939 shares; 2025Q4: 12,810 shares; 2026Q1: 10,844 shares 10,844 $1.43M 0.01% -1,966 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,075 shares; 2024Q4: 13,075 shares; 2025Q1: 13,335 shares; 2025Q2: 13,462 shares; 2025Q3: 13,581 shares; 2025Q4: 13,612 shares; 2026Q1: 8,576 shares 8,576 $1.42M 0.01% -5,036 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,830 shares; 2024Q4: 29,170 shares; 2025Q1: 30,870 shares; 2025Q2: 30,888 shares; 2025Q3: 31,285 shares; 2025Q4: 31,285 shares; 2026Q1: 22,055 shares 22,055 $1.41M 0.01% -9,230 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: 23,643 shares; 2024Q4: 28,023 shares; 2025Q1: 29,107 shares; 2025Q2: 27,830 shares; 2025Q3: 27,016 shares; 2025Q4: 26,472 shares; 2026Q1: 25,046 shares 25,046 $1.41M 0.01% -1,426 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 38,110 shares; 2025Q1: 37,960 shares; 2025Q2: 38,261 shares; 2025Q3: 38,563 shares; 2025Q4: 38,563 shares; 2026Q1: 26,593 shares 26,593 $1.4M 0.01% -11,970 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,315 shares; 2025Q2: 3,468 shares; 2025Q3: 5,166 shares; 2025Q4: 5,266 shares; 2026Q1: 20,024 shares 20,024 $1.4M 0.01% +14,758 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: 2,927 shares; 2024Q4: 4,644 shares; 2025Q1: 6,213 shares; 2025Q2: 5,135 shares; 2025Q3: 5,112 shares; 2025Q4: 5,113 shares; 2026Q1: 4,966 shares 4,966 $1.39M 0.01% -147 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,603 shares; 2024Q4: 44,603 shares; 2025Q1: 44,603 shares; 2025Q2: 44,603 shares; 2025Q3: 44,603 shares; 2025Q4: 44,603 shares; 2026Q1: 42,603 shares 42,603 $1.39M 0.01% -2,000 Timeline VTHR 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 8,111 shares; 2026Q1: 4,802 shares 4,802 $1.38M 0.01% -3,309 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,090 shares; 2025Q1: 1,992 shares; 2025Q2: 1,936 shares; 2025Q3: 2,014 shares; 2025Q4: 2,051 shares; 2026Q1: 1,590 shares 1,590 $1.38M 0.01% -461 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 7,035 shares; 2025Q1: 7,034 shares; 2025Q2: 6,788 shares; 2025Q3: 10,886 shares; 2025Q4: 10,054 shares; 2026Q1: 6,934 shares 6,934 $1.37M 0.01% -3,120 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: 4,514 shares; 2024Q4: 4,532 shares; 2025Q1: 4,884 shares; 2025Q2: 4,385 shares; 2025Q3: 4,854 shares; 2025Q4: 4,866 shares; 2026Q1: 5,146 shares 5,146 $1.37M 0.01% +280 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: 19,728 shares; 2024Q4: 19,489 shares; 2025Q1: 8,526 shares; 2025Q2: 8,882 shares; 2025Q3: 9,226 shares; 2025Q4: 9,839 shares; 2026Q1: 9,828 shares 9,828 $1.35M 0.01% -11 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X 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: 17,634 shares 17,634 $1.35M 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,371 shares; 2024Q4: 118,060 shares; 2025Q1: 69,529 shares; 2025Q2: 46,854 shares; 2025Q3: 28,930 shares; 2025Q4: 19,134 shares; 2026Q1: 14,864 shares 14,864 $1.34M 0.01% -4,270 Timeline SUB 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: 12,604 shares 12,604 $1.34M 0.01% new 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: 48,231 shares; 2024Q4: 48,331 shares; 2025Q1: 51,066 shares; 2025Q2: 51,066 shares; 2025Q3: 40,960 shares; 2025Q4: 40,960 shares; 2026Q1: 38,714 shares 38,714 $1.33M 0.01% -2,246 Timeline BSV 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: 16,986 shares 16,986 $1.33M 0.01% new Timeline PFF 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: 43,743 shares 43,743 $1.33M 0.01% new Timeline SMMD 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: 18,216 shares; 2024Q4: 27,651 shares; 2025Q1: 18,776 shares; 2025Q2: 22,217 shares; 2025Q3: 36,623 shares; 2025Q4: 33,653 shares; 2026Q1: 17,344 shares 17,344 $1.32M 0.01% -16,309 Timeline CERY 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: 37,454 shares 37,454 $1.32M 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 28,304 shares; 2026Q1: 26,009 shares 26,009 $1.32M 0.01% -2,295 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,543 shares; 2024Q4: 51,543 shares; 2025Q1: 51,543 shares; 2025Q2: 71,984 shares; 2025Q3: 52,486 shares; 2025Q4: 51,543 shares; 2026Q1: 51,089 shares 51,089 $1.31M 0.01% -454 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: 13,444 shares; 2024Q4: 12,371 shares; 2025Q1: 12,251 shares; 2025Q2: 12,298 shares; 2025Q3: 13,167 shares; 2025Q4: 14,632 shares; 2026Q1: 13,536 shares 13,536 $1.31M 0.01% -1,096 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: 5,306 shares; 2024Q4: 5,527 shares; 2025Q1: 5,291 shares; 2025Q2: 5,009 shares; 2025Q3: 4,919 shares; 2025Q4: 4,919 shares; 2026Q1: 4,869 shares 4,869 $1.3M 0.01% -50 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: 12,759 shares; 2024Q4: 12,642 shares; 2025Q1: 12,811 shares; 2025Q2: 5,998 shares; 2025Q3: 5,987 shares; 2025Q4: 6,103 shares; 2026Q1: 6,104 shares 6,104 $1.29M 0.01% +1 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,499 shares; 2024Q4: 48,505 shares; 2025Q1: 48,499 shares; 2025Q2: 34,915 shares; 2025Q3: 34,915 shares; 2025Q4: 34,915 shares; 2026Q1: 15,205 shares 15,205 $1.27M 0.01% -19,710 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: 12,774 shares; 2024Q4: 13,569 shares; 2025Q1: 13,083 shares; 2025Q2: 12,908 shares; 2025Q3: 13,076 shares; 2025Q4: 10,788 shares; 2026Q1: 11,157 shares 11,157 $1.27M 0.01% +369 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: 8,311 shares; 2024Q4: 8,298 shares; 2025Q1: 9,307 shares; 2025Q2: 9,308 shares; 2025Q3: 8,963 shares; 2025Q4: 8,694 shares; 2026Q1: 8,598 shares 8,598 $1.26M 0.01% -96 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 38,865 shares 38,865 $1.25M 0.01% new 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: 708 shares; 2024Q4: 11,125 shares; 2025Q1: 11,176 shares; 2025Q2: 12,552 shares; 2025Q3: 12,771 shares; 2025Q4: 26,562 shares; 2026Q1: 27,368 shares 27,368 $1.24M 0.01% +806 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: 5,427 shares; 2024Q4: 5,402 shares; 2025Q1: 5,293 shares; 2025Q2: 6,093 shares; 2025Q3: 6,262 shares; 2025Q4: 7,311 shares; 2026Q1: 7,631 shares 7,631 $1.23M 0.01% +320 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,552 shares; 2024Q4: 34,740 shares; 2025Q1: 34,640 shares; 2025Q2: 36,490 shares; 2025Q3: 35,682 shares; 2025Q4: 36,164 shares; 2026Q1: 18,949 shares 18,949 $1.23M 0.01% -17,215 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: 7,962 shares; 2024Q4: 7,866 shares; 2025Q1: 7,852 shares; 2025Q2: 7,909 shares; 2025Q3: 7,909 shares; 2025Q4: 7,867 shares; 2026Q1: 5,758 shares 5,758 $1.22M 0.01% -2,109 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: 13,772 shares; 2024Q4: 13,852 shares; 2025Q1: 13,829 shares; 2025Q2: 13,183 shares; 2025Q3: 13,606 shares; 2025Q4: 13,441 shares; 2026Q1: 13,440 shares 13,440 $1.21M 0.01% -1 Timeline XLC 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: 12,764 shares; 2024Q4: 9,954 shares; 2025Q1: 10,014 shares; 2025Q2: 9,911 shares; 2025Q3: 10,097 shares; 2025Q4: 14,181 shares; 2026Q1: 10,916 shares 10,916 $1.21M 0.01% -3,265 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,943 shares; 2025Q1: 5,084 shares; 2025Q2: 4,824 shares; 2025Q3: 7,189 shares; 2025Q4: 7,353 shares; 2026Q1: 7,345 shares 7,345 $1.19M 0.01% -8 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 20,105 shares; 2025Q2: 20,105 shares; 2025Q3: 20,105 shares; 2025Q4: 20,105 shares; 2026Q1: 20,105 shares 20,105 $1.19M 0.01% 0 Timeline PICB 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: 51,235 shares 51,235 $1.18M 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,620 shares 22,620 $1.18M 0.01% new 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: 27,681 shares; 2024Q4: 28,159 shares; 2025Q1: 28,170 shares; 2025Q2: 28,132 shares; 2025Q3: 27,741 shares; 2025Q4: 27,041 shares; 2026Q1: 23,392 shares 23,392 $1.18M 0.01% -3,649 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: 23,966 shares; 2026Q1: 20,555 shares 20,555 $1.17M 0.01% -3,411 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: 1,029 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 3,039 shares; 2026Q1: 2,452 shares 2,452 $1.16M 0.01% -587 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: 12,628 shares; 2024Q4: 13,230 shares; 2025Q1: 12,778 shares; 2025Q2: 11,601 shares; 2025Q3: 11,563 shares; 2025Q4: 10,787 shares; 2026Q1: 9,527 shares 9,527 $1.15M 0.01% -1,260 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: 6,099 shares; 2024Q4: 6,356 shares; 2025Q1: 5,901 shares; 2025Q2: 5,896 shares; 2025Q3: 8,942 shares; 2025Q4: 9,104 shares; 2026Q1: 8,508 shares 8,508 $1.15M 0.01% -596 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,558 shares; 2024Q4: not reported; 2025Q1: 50,625 shares; 2025Q2: 50,532 shares; 2025Q3: 50,458 shares; 2025Q4: 50,363 shares; 2026Q1: 54,074 shares 54,074 $1.14M 0.01% +3,711 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: 14,686 shares; 2024Q4: 14,692 shares; 2025Q1: 14,409 shares; 2025Q2: 14,574 shares; 2025Q3: 10,874 shares; 2025Q4: 10,595 shares; 2026Q1: 10,021 shares 10,021 $1.13M 0.01% -574 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: 17,330 shares; 2024Q4: 17,580 shares; 2025Q1: 19,410 shares; 2025Q2: 18,685 shares; 2025Q3: 14,476 shares; 2025Q4: 14,361 shares; 2026Q1: 12,148 shares 12,148 $1.13M 0.01% -2,213 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: 16,673 shares; 2024Q4: 16,862 shares; 2025Q1: 15,809 shares; 2025Q2: 14,815 shares; 2025Q3: 14,365 shares; 2025Q4: 14,311 shares; 2026Q1: 13,803 shares 13,803 $1.13M 0.01% -508 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: 5,276 shares; 2024Q4: 6,739 shares; 2025Q1: 6,636 shares; 2025Q2: 7,046 shares; 2025Q3: 7,001 shares; 2025Q4: 6,810 shares; 2026Q1: 6,876 shares 6,876 $1.13M 0.01% +66 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,177 shares 11,177 $1.13M 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: 18,765 shares; 2024Q4: 18,226 shares; 2025Q1: 17,429 shares; 2025Q2: 18,168 shares; 2025Q3: 18,224 shares; 2025Q4: 18,170 shares; 2026Q1: 17,299 shares 17,299 $1.12M 0.01% -871 Timeline PEY 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: 52,175 shares; 2024Q4: 52,175 shares; 2025Q1: 52,175 shares; 2025Q2: 52,175 shares; 2025Q3: 52,175 shares; 2025Q4: 52,175 shares; 2026Q1: 52,175 shares 52,175 $1.12M 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 5,029 shares; 2025Q2: 6,099 shares; 2025Q3: 6,076 shares; 2025Q4: 6,203 shares; 2026Q1: 6,203 shares 6,203 $1.12M 0.01% 0 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: 3,779 shares; 2024Q4: 3,839 shares; 2025Q1: 7,261 shares; 2025Q2: 7,657 shares; 2025Q3: 8,276 shares; 2025Q4: 8,276 shares; 2026Q1: 8,427 shares 8,427 $1.1M 0.01% +151 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: 5,866 shares; 2024Q4: 5,485 shares; 2025Q1: 5,611 shares; 2025Q2: 5,376 shares; 2025Q3: 4,655 shares; 2025Q4: 4,548 shares; 2026Q1: 3,743 shares 3,743 $1.1M 0.01% -805 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: 13,862 shares; 2024Q4: 13,546 shares; 2025Q1: 13,015 shares; 2025Q2: 12,449 shares; 2025Q3: 11,253 shares; 2025Q4: 11,290 shares; 2026Q1: 11,256 shares 11,256 $1.09M 0.01% -34 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: 59,669 shares; 2024Q4: 53,206 shares; 2025Q1: 52,003 shares; 2025Q2: 27,975 shares; 2025Q3: 15,211 shares; 2025Q4: 10,228 shares; 2026Q1: 10,102 shares 10,102 $1.08M 0.01% -126 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: 10,389 shares; 2025Q1: 10,389 shares; 2025Q2: 10,653 shares; 2025Q3: 10,965 shares; 2025Q4: 11,116 shares; 2026Q1: 10,901 shares 10,901 $1.07M 0.01% -215 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: 8,512 shares; 2024Q4: 14,856 shares; 2025Q1: 9,316 shares; 2025Q2: 8,329 shares; 2025Q3: 8,174 shares; 2025Q4: 14,060 shares; 2026Q1: 14,256 shares 14,256 $1.06M 0.01% +196 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,921 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 6,078 shares; 2025Q4: 6,023 shares; 2026Q1: 6,619 shares 6,619 $1.06M 0.01% +596 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: 19,141 shares; 2024Q4: 19,141 shares; 2025Q1: 19,141 shares; 2025Q2: 18,923 shares; 2025Q3: 18,667 shares; 2025Q4: 18,667 shares; 2026Q1: 27,211 shares 27,211 $1.06M 0.01% +8,544 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: 1,882 shares; 2024Q4: 1,856 shares; 2025Q1: 1,901 shares; 2025Q2: 2,161 shares; 2025Q3: 2,117 shares; 2025Q4: 1,934 shares; 2026Q1: 1,954 shares 1,954 $1.05M 0.01% +20 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,065 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 5,646 shares; 2025Q4: 5,801 shares; 2026Q1: 6,376 shares 6,376 $1.05M 0.01% +575 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,639 shares; 2025Q1: 8,639 shares; 2025Q2: 36,334 shares; 2025Q3: 22,249 shares; 2025Q4: 20,345 shares; 2026Q1: 20,345 shares 20,345 $1.04M 0.01% 0 Timeline VV 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: 2,545 shares; 2024Q4: 3,294 shares; 2025Q1: 3,308 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,437 shares; 2026Q1: 3,463 shares 3,463 $1.03M 0.01% +26 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: 4,018 shares; 2024Q4: 10,682 shares; 2025Q1: 12,528 shares; 2025Q2: 12,623 shares; 2025Q3: 12,510 shares; 2025Q4: 12,111 shares; 2026Q1: 15,479 shares 15,479 $1.03M 0.01% +3,368 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: 9,334 shares; 2024Q4: 9,798 shares; 2025Q1: 10,157 shares; 2025Q2: 10,014 shares; 2025Q3: 10,085 shares; 2025Q4: 9,979 shares; 2026Q1: 8,862 shares 8,862 $1.03M 0.01% -1,117 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 7,147 shares 7,147 $1.02M 0.01% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,009 shares; 2024Q4: 13,802 shares; 2025Q1: 15,790 shares; 2025Q2: 15,097 shares; 2025Q3: 14,042 shares; 2025Q4: 9,631 shares; 2026Q1: 22,027 shares 22,027 $1.02M 0.01% +12,396 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: 12,341 shares; 2024Q4: 8,222 shares; 2025Q1: 8,059 shares; 2025Q2: 6,121 shares; 2025Q3: 6,610 shares; 2025Q4: 5,992 shares; 2026Q1: 6,006 shares 6,006 $1.02M 0.01% +14 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,754 shares; 2025Q1: not reported; 2025Q2: 8,132 shares; 2025Q3: 8,232 shares; 2025Q4: not reported; 2026Q1: 20,812 shares 20,812 $1.01M 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,884 shares; 2024Q4: 14,891 shares; 2025Q1: 14,892 shares; 2025Q2: 14,584 shares; 2025Q3: 15,414 shares; 2025Q4: 15,375 shares; 2026Q1: 16,335 shares 16,335 $1M 0.01% +960 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: 13,272 shares; 2024Q4: 13,482 shares; 2025Q1: 13,313 shares; 2025Q2: 11,521 shares; 2025Q3: 11,521 shares; 2025Q4: 12,021 shares; 2026Q1: 10,970 shares 10,970 $999K 0.01% -1,051 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 18,366 shares; 2026Q1: 18,367 shares 18,367 $971K 0.01% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,245 shares 18,245 $959K 0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,286 shares 14,286 $957K 0.01% new 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: 15,080 shares; 2024Q4: 16,629 shares; 2025Q1: 12,088 shares; 2025Q2: 14,249 shares; 2025Q3: 13,786 shares; 2025Q4: 12,613 shares; 2026Q1: 6,837 shares 6,837 $953K 0.01% -5,776 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 18,920 shares 18,920 $947K 0.01% new 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: 5,502 shares; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,688 shares; 2025Q3: 6,058 shares; 2025Q4: 6,058 shares; 2026Q1: 6,460 shares 6,460 $935K 0.01% +402 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 23,015 shares 23,015 $931K 0.01% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,792 shares; 2025Q1: 8,355 shares; 2025Q2: 8,790 shares; 2025Q3: 8,749 shares; 2025Q4: 5,669 shares; 2026Q1: 8,504 shares 8,504 $919K 0.01% +2,835 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 19,475 shares 19,475 $918K 0.01% new Timeline SCHK 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: 11,995 shares; 2024Q4: 25,722 shares; 2025Q1: 30,090 shares; 2025Q2: 29,623 shares; 2025Q3: 29,668 shares; 2025Q4: 29,627 shares; 2026Q1: 29,287 shares 29,287 $918K 0.01% -340 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,284 shares; 2025Q1: 3,999 shares; 2025Q2: 3,032 shares; 2025Q3: 3,107 shares; 2025Q4: 3,283 shares; 2026Q1: 3,553 shares 3,553 $914K 0.01% +270 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: 1,087 shares; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 3,051 shares 3,051 $909K 0.01% +1,896 Timeline FNDX 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: 8,310 shares; 2024Q4: 25,903 shares; 2025Q1: 27,946 shares; 2025Q2: 28,093 shares; 2025Q3: 27,576 shares; 2025Q4: 33,027 shares; 2026Q1: 32,415 shares 32,415 $903K 0.01% -612 Timeline DGRO 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: 11,133 shares; 2024Q4: 11,133 shares; 2025Q1: 10,902 shares; 2025Q2: 13,285 shares; 2025Q3: 13,145 shares; 2025Q4: 12,726 shares; 2026Q1: 12,784 shares 12,784 $897K 0.01% +58 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,847 shares 17,847 $890K 0.01% new Timeline SPYV 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: 24,028 shares; 2024Q4: 27,363 shares; 2025Q1: 27,368 shares; 2025Q2: 14,585 shares; 2025Q3: 14,614 shares; 2025Q4: 17,022 shares; 2026Q1: 15,734 shares 15,734 $890K 0.01% -1,288 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: 11,652 shares; 2024Q4: 11,053 shares; 2025Q1: 11,615 shares; 2025Q2: 8,754 shares; 2025Q3: 7,302 shares; 2025Q4: 7,303 shares; 2026Q1: 6,253 shares 6,253 $882K 0.01% -1,050 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: 10,432 shares; 2024Q4: 10,639 shares; 2025Q1: 14,365 shares; 2025Q2: 13,774 shares; 2025Q3: 13,908 shares; 2025Q4: 13,909 shares; 2026Q1: 12,469 shares 12,469 $882K 0.01% -1,440 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 20,319 shares; 2025Q1: 17,606 shares; 2025Q2: 16,545 shares; 2025Q3: 13,179 shares; 2025Q4: 10,880 shares; 2026Q1: 8,981 shares 8,981 $877K 0.01% -1,899 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: 4,485 shares; 2024Q4: 4,720 shares; 2025Q1: 4,700 shares; 2025Q2: 4,617 shares; 2025Q3: 3,117 shares; 2025Q4: 3,230 shares; 2026Q1: 3,131 shares 3,131 $861K 0.01% -99 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,682 shares; 2025Q2: 16,792 shares; 2025Q3: 27,557 shares; 2025Q4: 14,355 shares; 2026Q1: 15,345 shares 15,345 $854K 0.01% +990 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: 4,322 shares 4,322 $852K 0.01% new Timeline DGRW 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: 11,480 shares; 2024Q4: 10,747 shares; 2025Q1: 10,183 shares; 2025Q2: 10,601 shares; 2025Q3: 11,137 shares; 2025Q4: 9,670 shares; 2026Q1: 9,673 shares 9,673 $850K 0.01% +3 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 7,163 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares; 2025Q3: 7,039 shares; 2025Q4: 7,050 shares; 2026Q1: 6,921 shares 6,921 $845K 0.01% -129 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: 3,994 shares; 2025Q3: 4,217 shares; 2025Q4: 8,698 shares; 2026Q1: 8,893 shares 8,893 $838K 0.01% +195 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: 2,506 shares; 2024Q4: 3,359 shares; 2025Q1: 6,759 shares; 2025Q2: 6,760 shares; 2025Q3: 7,160 shares; 2025Q4: 6,530 shares; 2026Q1: 6,590 shares 6,590 $834K 0.01% +60 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: 13,540 shares; 2024Q4: 15,659 shares; 2025Q1: 14,054 shares; 2025Q2: 11,527 shares; 2025Q3: 10,545 shares; 2025Q4: 10,423 shares; 2026Q1: 9,187 shares 9,187 $830K 0.01% -1,236 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,936 shares; 2025Q1: 5,996 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 5,744 shares; 2026Q1: 5,744 shares 5,744 $823K 0.01% 0 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares 13,635 $818K 0.01% new 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: 10,230 shares; 2024Q4: 18,397 shares; 2025Q1: 12,028 shares; 2025Q2: 11,477 shares; 2025Q3: 9,728 shares; 2025Q4: 20,678 shares; 2026Q1: 20,784 shares 20,784 $810K 0.01% +106 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 14,429 shares; 2025Q1: 14,214 shares; 2025Q2: 13,574 shares; 2025Q3: 13,386 shares; 2025Q4: 12,324 shares; 2026Q1: 10,739 shares 10,739 $809K 0.01% -1,585 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,559 shares; 2025Q2: 4,516 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares; 2026Q1: 4,871 shares 4,871 $809K 0.01% +6 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: 13,403 shares; 2024Q4: 13,415 shares; 2025Q1: 10,549 shares; 2025Q2: 10,332 shares; 2025Q3: 10,340 shares; 2025Q4: 10,399 shares; 2026Q1: 9,612 shares 9,612 $805K 0.01% -787 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,921 shares; 2024Q4: 27,921 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,921 shares 27,921 $802K 0.01% new 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: 5,857 shares; 2024Q4: 7,261 shares; 2025Q1: 6,110 shares; 2025Q2: 6,105 shares; 2025Q3: 6,054 shares; 2025Q4: 5,793 shares; 2026Q1: 4,037 shares 4,037 $798K 0.01% -1,756 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 1,093 shares; 2026Q1: 1,067 shares 1,067 $788K 0.01% -26 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares; 2026Q1: 28,650 shares 28,650 $786K 0.01% 0 Timeline SPYM 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: 9,672 shares; 2024Q4: 8,574 shares; 2025Q1: 8,622 shares; 2025Q2: 9,598 shares; 2025Q3: 9,883 shares; 2025Q4: 10,194 shares; 2026Q1: 10,235 shares 10,235 $783K 0.01% +41 Timeline VXF 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: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,408 shares; 2025Q2: 3,077 shares; 2025Q3: 3,275 shares; 2025Q4: 3,415 shares; 2026Q1: 3,797 shares 3,797 $781K 0.01% +382 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,862 shares; 2024Q4: 11,862 shares; 2025Q1: 11,862 shares; 2025Q2: 11,862 shares; 2025Q3: 11,862 shares; 2025Q4: 11,862 shares; 2026Q1: 11,823 shares 11,823 $774K 0.01% -39 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: 25,002 shares; 2024Q4: 22,674 shares; 2025Q1: 22,847 shares; 2025Q2: 24,375 shares; 2025Q3: 18,376 shares; 2025Q4: 17,966 shares; 2026Q1: 16,387 shares 16,387 $770K 0.01% -1,579 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,356 shares; 2026Q1: 3,222 shares 3,222 $766K 0.01% +866 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: 2,843 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,158 shares; 2025Q3: 2,731 shares; 2025Q4: 2,446 shares; 2026Q1: 2,104 shares 2,104 $764K 0.01% -342 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: 15,594 shares; 2024Q4: 16,265 shares; 2025Q1: 16,680 shares; 2025Q2: 16,490 shares; 2025Q3: 16,595 shares; 2025Q4: 16,494 shares; 2026Q1: 16,365 shares 16,365 $764K 0.01% -129 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,144 shares; 2025Q1: 8,349 shares; 2025Q2: 9,068 shares; 2025Q3: 9,644 shares; 2025Q4: 9,652 shares; 2026Q1: 9,652 shares 9,652 $757K 0.01% 0 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: 2,501 shares; 2024Q4: 2,737 shares; 2025Q1: 2,691 shares; 2025Q2: 2,680 shares; 2025Q3: 2,687 shares; 2025Q4: 2,649 shares; 2026Q1: 2,279 shares 2,279 $745K 0.01% -370 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: 2,275 shares; 2024Q4: 1,309 shares; 2025Q1: 1,813 shares; 2025Q2: 1,875 shares; 2025Q3: 2,198 shares; 2025Q4: 1,921 shares; 2026Q1: 1,812 shares 1,812 $739K 0.01% -109 Timeline MGV 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: 5,229 shares; 2024Q4: 5,231 shares; 2025Q1: 5,518 shares; 2025Q2: 5,729 shares; 2025Q3: 5,732 shares; 2025Q4: 5,451 shares; 2026Q1: 5,054 shares 5,054 $733K 0.01% -397 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: 3,354 shares; 2024Q4: 3,900 shares; 2025Q1: 3,187 shares; 2025Q2: 3,319 shares; 2025Q3: 2,810 shares; 2025Q4: 2,343 shares; 2026Q1: 2,045 shares 2,045 $728K 0.01% -298 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,268 shares; 2024Q4: 10,276 shares; 2025Q1: 10,406 shares; 2025Q2: 9,093 shares; 2025Q3: 9,125 shares; 2025Q4: 9,109 shares; 2026Q1: 9,169 shares 9,169 $721K 0.01% +60 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: 10,721 shares; 2024Q4: 10,951 shares; 2025Q1: 10,603 shares; 2025Q2: 10,369 shares; 2025Q3: 10,387 shares; 2025Q4: 10,002 shares; 2026Q1: 8,908 shares 8,908 $721K 0.01% -1,094 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: 7,439 shares; 2024Q4: 7,640 shares; 2025Q1: 7,842 shares; 2025Q2: 7,314 shares; 2025Q3: 7,097 shares; 2025Q4: 7,306 shares; 2026Q1: 7,367 shares 7,367 $720K 0.01% +61 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 5,672 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares; 2026Q1: 6,047 shares 6,047 $716K 0.01% +375 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: 455 shares; 2024Q4: 457 shares; 2025Q1: 458 shares; 2025Q2: 8,205 shares; 2025Q3: 9,067 shares; 2025Q4: 9,275 shares; 2026Q1: 7,755 shares 7,755 $716K 0.01% -1,520 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: 6,093 shares; 2024Q4: 6,095 shares; 2025Q1: 6,110 shares; 2025Q2: 5,984 shares; 2025Q3: 5,986 shares; 2025Q4: 5,994 shares; 2026Q1: 3,254 shares 3,254 $713K 0.01% -2,740 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: 23,055 shares; 2024Q4: 18,773 shares; 2025Q1: 17,142 shares; 2025Q2: 16,842 shares; 2025Q3: 6,890 shares; 2025Q4: 5,968 shares; 2026Q1: 3,905 shares 3,905 $712K 0.01% -2,063 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: 6,403 shares; 2024Q4: 6,764 shares; 2025Q1: 6,390 shares; 2025Q2: 5,114 shares; 2025Q3: 5,114 shares; 2025Q4: 6,114 shares; 2026Q1: 5,995 shares 5,995 $705K 0.01% -119 Timeline