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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

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13F filer, CIK 1021223, LOS ANGELES, CA

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC reported $34,046,662,040 across 957 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 20.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-009183

Period
2026-03-31
Reported value
$34B
Holdings
957
Top 10 weight
20.34%
New
23
Sold out
83

Largest buys vs the previous quarter

SecurityShares changeApprox. value
POOLadded+1,089,908$221M
ALGNadded+1,142,082$196M
CHRWnew+644,401$107M
BFAMadded+1,098,406$90.2M
TTANadded+1,405,092$89.2M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDYreduced-334,544-$206M
BSYreduced-5,807,965-$204M
LPLAreduced-618,457-$186M
DPZreduced-367,786-$132M
OSreduced-4,867,569-$117M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001398344-26-009183, largest first. % of portfolio is the value over $34,046,662,040, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025,672 shares; 2024Q4: 4,013,481 shares; 2025Q1: 4,778,922 shares; 2025Q2: 4,710,247 shares; 2025Q3: 4,585,344 shares; 2025Q4: 5,860,784 shares; 2026Q1: 5,459,640 shares 5,459,640$863M2.53%-401,144Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,622,908 shares; 2024Q4: 3,567,581 shares; 2025Q1: 3,563,332 shares; 2025Q2: 3,482,586 shares; 2025Q3: 3,399,600 shares; 2025Q4: 3,165,612 shares; 2026Q1: 3,071,590 shares 3,071,590$769M2.26%-94,022Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831,375 shares; 2024Q4: 7,031,295 shares; 2025Q1: 8,187,609 shares; 2025Q2: 8,050,989 shares; 2025Q3: 7,901,875 shares; 2025Q4: 8,132,150 shares; 2026Q1: 7,923,142 shares 7,923,142$740M2.17%-209,008Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296,195 shares; 2024Q4: 1,316,360 shares; 2025Q1: 1,459,422 shares; 2025Q2: 1,469,930 shares; 2025Q3: 1,435,411 shares; 2025Q4: 1,330,680 shares; 2026Q1: 1,200,095 shares 1,200,095$726M2.13%-130,585Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935,293 shares; 2024Q4: 1,906,183 shares; 2025Q1: 1,790,089 shares; 2025Q2: 1,546,136 shares; 2025Q3: 1,501,216 shares; 2025Q4: 1,411,419 shares; 2026Q1: 1,324,481 shares 1,324,481$719M2.11%-86,938Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883,225 shares; 2024Q4: 3,887,814 shares; 2025Q1: 3,170,779 shares; 2025Q2: 12,490,101 shares; 2025Q3: 12,174,526 shares; 2025Q4: 11,206,753 shares; 2026Q1: 10,016,215 shares 10,016,215$672M1.97%-1,190,538Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596,955 shares; 2024Q4: 4,494,263 shares; 2025Q1: 4,534,724 shares; 2025Q2: 4,547,563 shares; 2025Q3: 4,329,709 shares; 2025Q4: 4,016,822 shares; 2026Q1: 3,885,449 shares 3,885,449$667M1.96%-131,373Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077,042 shares; 2024Q4: 2,463,375 shares; 2025Q1: 2,470,140 shares; 2025Q2: 2,381,082 shares; 2025Q3: 2,324,468 shares; 2025Q4: 2,145,742 shares; 2026Q1: 2,127,314 shares 2,127,314$618M1.81%-18,428Timeline
POOLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221,232 shares; 2024Q4: 2,199,856 shares; 2025Q1: 2,250,422 shares; 2025Q2: 2,209,800 shares; 2025Q3: 2,214,119 shares; 2025Q4: 1,760,287 shares; 2026Q1: 2,850,195 shares 2,850,195$577M1.69%+1,089,908Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447,219 shares; 2024Q4: 3,386,286 shares; 2025Q1: 3,415,254 shares; 2025Q2: 3,352,297 shares; 2025Q3: 3,283,122 shares; 2025Q4: 3,357,826 shares; 2026Q1: 3,256,905 shares 3,256,905$576M1.69%-100,921Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,120,969 shares; 2024Q4: 6,960,022 shares; 2025Q1: 6,857,497 shares; 2025Q2: 6,726,899 shares; 2025Q3: 6,554,653 shares; 2025Q4: 6,090,269 shares; 2026Q1: 5,924,818 shares 5,924,818$554M1.63%-165,451Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242,908 shares; 2024Q4: 3,764,603 shares; 2025Q1: 4,083,704 shares; 2025Q2: 3,986,507 shares; 2025Q3: 3,924,944 shares; 2025Q4: 3,498,053 shares; 2026Q1: 3,432,243 shares 3,432,243$550M1.62%-65,810Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668,254 shares; 2024Q4: 2,590,569 shares; 2025Q1: 2,681,273 shares; 2025Q2: 2,524,232 shares; 2025Q3: 2,462,878 shares; 2025Q4: 2,263,686 shares; 2026Q1: 2,045,115 shares 2,045,115$544M1.6%-218,571Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859,030 shares; 2024Q4: 3,897,407 shares; 2025Q1: 4,776,203 shares; 2025Q2: 4,484,835 shares; 2025Q3: 4,380,779 shares; 2025Q4: 4,041,631 shares; 2026Q1: 3,635,268 shares 3,635,268$528M1.55%-406,363Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688,217 shares; 2024Q4: 1,264,732 shares; 2025Q1: 1,262,973 shares; 2025Q2: 1,305,264 shares; 2025Q3: 791,170 shares; 2025Q4: 739,460 shares; 2026Q1: 706,966 shares 706,966$522M1.53%-32,494Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231,578 shares; 2024Q4: 10,205,133 shares; 2025Q1: 10,243,636 shares; 2025Q2: 10,111,239 shares; 2025Q3: 9,830,814 shares; 2025Q4: 8,999,552 shares; 2026Q1: 9,701,438 shares 9,701,438$518M1.52%+701,886Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605,519 shares; 2024Q4: 11,722,476 shares; 2025Q1: 11,787,639 shares; 2025Q2: 11,096,437 shares; 2025Q3: 9,494,438 shares; 2025Q4: 8,709,181 shares; 2026Q1: 7,772,213 shares 7,772,213$515M1.51%-936,968Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603,251 shares; 2024Q4: 2,660,736 shares; 2025Q1: 2,681,617 shares; 2025Q2: 2,557,458 shares; 2025Q3: 2,482,615 shares; 2025Q4: 2,298,547 shares; 2026Q1: 1,680,090 shares 1,680,090$505M1.48%-618,457Timeline
ZWSZURN ELKAY WATER SOLNS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471,604 shares; 2024Q4: 13,563,362 shares; 2025Q1: 13,605,639 shares; 2025Q2: 13,454,767 shares; 2025Q3: 13,119,769 shares; 2025Q4: 12,100,431 shares; 2026Q1: 10,850,567 shares 10,850,567$487M1.43%-1,249,864Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547,223 shares; 2024Q4: 1,549,850 shares; 2025Q1: 1,557,610 shares; 2025Q2: 1,532,700 shares; 2025Q3: 1,546,404 shares; 2025Q4: 1,406,884 shares; 2026Q1: 1,329,205 shares 1,329,205$484M1.42%-77,679Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725,204 shares; 2025Q4: 1,894,779 shares; 2026Q1: 1,812,801 shares 1,812,801$481M1.41%-81,978Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,080,643 shares; 2024Q4: 8,082,880 shares; 2025Q1: 7,985,239 shares; 2025Q2: 7,854,797 shares; 2025Q3: 7,550,246 shares; 2025Q4: 7,198,895 shares; 2026Q1: 6,616,677 shares 6,616,677$473M1.39%-582,218Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: not reported; 2025Q1: 1,028,343 shares; 2025Q2: 6,660,612 shares; 2025Q3: 6,507,258 shares; 2025Q4: 6,008,386 shares; 2026Q1: 5,398,596 shares 5,398,596$463M1.36%-609,790Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111,840 shares; 2024Q4: 3,123,701 shares; 2025Q1: 3,117,870 shares; 2025Q2: 3,083,919 shares; 2025Q3: 3,016,929 shares; 2025Q4: 2,629,596 shares; 2026Q1: 2,284,197 shares 2,284,197$411M1.21%-345,399Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702,997 shares; 2024Q4: 1,710,751 shares; 2025Q1: 1,131,542 shares; 2025Q2: 1,114,487 shares; 2025Q3: 1,052,673 shares; 2025Q4: 964,700 shares; 2026Q1: 875,168 shares 875,168$406M1.19%-89,532Timeline
RLIRLI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437,571 shares; 2024Q4: 2,409,181 shares; 2025Q1: 5,226,797 shares; 2025Q2: 5,754,592 shares; 2025Q3: 5,666,064 shares; 2025Q4: 7,294,807 shares; 2026Q1: 7,004,143 shares 7,004,143$400M1.17%-290,664Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072,443 shares; 2024Q4: 3,281,294 shares; 2025Q1: 2,926,959 shares; 2025Q2: 3,006,952 shares; 2025Q3: 2,921,874 shares; 2025Q4: 2,772,807 shares; 2026Q1: 2,642,146 shares 2,642,146$379M1.11%-130,661Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911,058 shares; 2024Q4: 4,839,035 shares; 2025Q1: 4,825,647 shares; 2025Q2: 4,669,270 shares; 2025Q3: 4,551,102 shares; 2025Q4: 4,256,746 shares; 2026Q1: 4,143,514 shares 4,143,514$351M1.03%-113,232Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288,273 shares; 2024Q4: 4,331,379 shares; 2025Q1: 4,366,509 shares; 2025Q2: 4,311,804 shares; 2025Q3: 4,253,583 shares; 2025Q4: 3,907,953 shares; 2026Q1: 3,545,709 shares 3,545,709$349M1.02%-362,244Timeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891,457 shares; 2024Q4: 891,323 shares; 2025Q1: 1,206,837 shares; 2025Q2: 1,211,188 shares; 2025Q3: 1,211,589 shares; 2025Q4: 1,090,786 shares; 2026Q1: 986,821 shares 986,821$347M1.02%-103,965Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,448,472 shares; 2024Q4: 5,174,322 shares; 2025Q1: 5,145,840 shares; 2025Q2: 5,207,732 shares; 2025Q3: 5,105,709 shares; 2025Q4: 4,696,657 shares; 2026Q1: 4,289,725 shares 4,289,725$343M1.01%-406,932Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366,071 shares; 2024Q4: 1,347,055 shares; 2025Q1: 1,334,266 shares; 2025Q2: 1,307,431 shares; 2025Q3: 1,278,092 shares; 2025Q4: 1,189,115 shares; 2026Q1: 1,161,595 shares 1,161,595$340M1%-27,520Timeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,910,957 shares; 2025Q2: 2,872,094 shares; 2025Q3: 2,845,307 shares; 2025Q4: 2,727,874 shares; 2026Q1: 3,415,150 shares 3,415,150$339M1%+687,276Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316,318 shares; 2024Q4: 3,956,244 shares; 2025Q1: 3,981,731 shares; 2025Q2: 3,952,972 shares; 2025Q3: 3,702,970 shares; 2025Q4: 2,977,478 shares; 2026Q1: 3,221,741 shares 3,221,741$333M0.98%+244,263Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407,462 shares; 2024Q4: 3,326,498 shares; 2025Q1: 3,171,508 shares; 2025Q2: 2,998,147 shares; 2025Q3: 2,936,291 shares; 2025Q4: 2,667,663 shares; 2026Q1: 2,486,718 shares 2,486,718$331M0.97%-180,945Timeline
MCMOELIS & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233,837 shares; 2024Q4: 7,097,345 shares; 2025Q1: 6,920,207 shares; 2025Q2: 6,768,276 shares; 2025Q3: 6,457,415 shares; 2025Q4: 6,033,755 shares; 2026Q1: 5,777,773 shares 5,777,773$329M0.97%-255,982Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,486 shares; 2024Q4: 564,221 shares; 2025Q1: 577,522 shares; 2025Q2: 815,292 shares; 2025Q3: 779,811 shares; 2025Q4: 760,823 shares; 2026Q1: 1,902,905 shares 1,902,905$326M0.96%+1,142,082Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170,796 shares; 2024Q4: 3,104,511 shares; 2025Q1: 3,200,371 shares; 2025Q2: 3,170,386 shares; 2025Q3: 3,084,045 shares; 2025Q4: 2,745,516 shares; 2026Q1: 3,843,922 shares 3,843,922$316M0.93%+1,098,406Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,957 shares; 2025Q1: 2,055,736 shares; 2025Q2: 2,286,784 shares; 2025Q3: 2,243,683 shares; 2025Q4: 3,463,937 shares; 2026Q1: 4,869,029 shares 4,869,029$309M0.91%+1,405,092Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,199,791 shares; 2024Q4: 13,080,389 shares; 2025Q1: 13,104,695 shares; 2025Q2: 13,931,024 shares; 2025Q3: 13,701,816 shares; 2025Q4: 12,730,561 shares; 2026Q1: 12,288,961 shares 12,288,961$303M0.89%-441,600Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696,381 shares; 2024Q4: 4,644,774 shares; 2025Q1: 4,591,659 shares; 2025Q2: 4,446,379 shares; 2025Q3: 4,115,146 shares; 2025Q4: 3,672,946 shares; 2026Q1: 3,288,297 shares 3,288,297$303M0.89%-384,649Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467,470 shares; 2024Q4: 2,536,513 shares; 2025Q1: 4,407,846 shares; 2025Q2: 4,403,332 shares; 2025Q3: 4,004,805 shares; 2025Q4: 3,393,419 shares; 2026Q1: 3,217,442 shares 3,217,442$295M0.87%-175,977Timeline
UFPIUFP INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262,784 shares; 2024Q4: 3,182,658 shares; 2025Q1: 3,751,399 shares; 2025Q2: 3,650,225 shares; 2025Q3: 3,572,594 shares; 2025Q4: 3,171,538 shares; 2026Q1: 3,187,680 shares 3,187,680$294M0.86%+16,142Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,527 shares; 2024Q4: 362,761 shares; 2025Q1: 361,124 shares; 2025Q2: 363,958 shares; 2025Q3: 355,363 shares; 2025Q4: 294,043 shares; 2026Q1: 266,670 shares 266,670$292M0.86%-27,373Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707,949 shares; 2024Q4: 1,761,312 shares; 2025Q1: 1,789,871 shares; 2025Q2: 1,519,870 shares; 2025Q3: 1,529,768 shares; 2025Q4: 1,435,507 shares; 2026Q1: 1,319,928 shares 1,319,928$283M0.83%-115,579Timeline
BANFBANCFIRST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162,345 shares; 2024Q4: 2,162,402 shares; 2025Q1: 2,158,264 shares; 2025Q2: 2,547,992 shares; 2025Q3: 2,851,029 shares; 2025Q4: 2,614,640 shares; 2026Q1: 2,590,089 shares 2,590,089$281M0.83%-24,551Timeline
CRVLCORVEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945,911 shares; 2024Q4: 5,714,351 shares; 2025Q1: 5,706,443 shares; 2025Q2: 5,558,296 shares; 2025Q3: 5,452,165 shares; 2025Q4: 4,989,649 shares; 2026Q1: 4,870,989 shares 4,870,989$266M0.78%-118,660Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059,319 shares; 2024Q4: 1,103,445 shares; 2025Q1: 1,091,974 shares; 2025Q2: 1,129,705 shares; 2025Q3: 1,112,385 shares; 2025Q4: 1,050,416 shares; 2026Q1: 1,056,794 shares 1,056,794$264M0.78%+6,378Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775,477 shares; 2024Q4: 4,736,557 shares; 2025Q1: 4,791,747 shares; 2025Q2: 4,790,824 shares; 2025Q3: 4,489,747 shares; 2025Q4: 4,143,107 shares; 2026Q1: 3,886,308 shares 3,886,308$254M0.74%-256,799Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912,630 shares; 2024Q4: 1,900,482 shares; 2025Q1: 3,330,602 shares; 2025Q2: 3,277,592 shares; 2025Q3: 3,200,023 shares; 2025Q4: 3,016,070 shares; 2026Q1: 2,924,194 shares 2,924,194$248M0.73%-91,876Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,149,666 shares; 2024Q4: 16,006,945 shares; 2025Q1: 16,167,441 shares; 2025Q2: 15,210,846 shares; 2025Q3: 14,859,216 shares; 2025Q4: 12,867,311 shares; 2026Q1: 7,059,346 shares 7,059,346$248M0.73%-5,807,965Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476,712 shares; 2025Q3: 5,014,686 shares; 2025Q4: 4,489,375 shares; 2026Q1: 3,689,460 shares 3,689,460$241M0.71%-799,915Timeline
LCIILCI INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414,897 shares; 2024Q4: 2,235,154 shares; 2025Q1: 2,209,260 shares; 2025Q2: 2,221,443 shares; 2025Q3: 2,171,816 shares; 2025Q4: 1,995,768 shares; 2026Q1: 1,919,273 shares 1,919,273$236M0.69%-76,495Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488,339 shares; 2024Q4: 1,486,374 shares; 2025Q1: 1,480,316 shares; 2025Q2: 1,482,018 shares; 2025Q3: 1,444,131 shares; 2025Q4: 1,251,213 shares; 2026Q1: 1,126,859 shares 1,126,859$236M0.69%-124,354Timeline
HWKNHAWKINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 11,263 shares; 2025Q2: 10,047 shares; 2025Q3: 769,199 shares; 2025Q4: 1,146,398 shares; 2026Q1: 1,526,055 shares 1,526,055$234M0.69%+379,657Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610,501 shares; 2024Q4: 632,307 shares; 2025Q1: 997,882 shares; 2025Q2: 1,051,330 shares; 2025Q3: 1,038,094 shares; 2025Q4: 955,149 shares; 2026Q1: 858,298 shares 858,298$215M0.63%-96,851Timeline
APAMARTISAN PARTNERS ASSET MGMTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,699,043 shares; 2024Q4: 6,561,601 shares; 2025Q1: 6,543,446 shares; 2025Q2: 6,369,401 shares; 2025Q3: 6,177,483 shares; 2025Q4: 5,715,267 shares; 2026Q1: 5,564,382 shares 5,564,382$202M0.59%-150,885Timeline
ALHALLIANCE LAUNDRY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,145,122 shares; 2026Q1: 9,456,854 shares 9,456,854$196M0.58%+1,311,732Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,492 shares; 2024Q4: 291,804 shares; 2025Q1: 281,719 shares; 2025Q2: 264,876 shares; 2025Q3: 264,924 shares; 2025Q4: 295,377 shares; 2026Q1: 298,253 shares 298,253$195M0.57%+2,876Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874,476 shares; 2024Q4: 1,892,289 shares; 2025Q1: 1,841,450 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,031,114 shares; 2025Q4: 974,122 shares; 2026Q1: 867,852 shares 867,852$188M0.55%-106,270Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621,149 shares; 2024Q4: 2,579,271 shares; 2025Q1: 2,592,079 shares; 2025Q2: 2,553,541 shares; 2025Q3: 2,237,929 shares; 2025Q4: 1,762,408 shares; 2026Q1: 1,671,121 shares 1,671,121$186M0.55%-91,287Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,657 shares; 2024Q4: 541,540 shares; 2025Q1: 542,536 shares; 2025Q2: 969,471 shares; 2025Q3: 938,393 shares; 2025Q4: 902,092 shares; 2026Q1: 944,294 shares 944,294$185M0.54%+42,202Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,059 shares; 2024Q4: 378,239 shares; 2025Q1: 217,984 shares; 2025Q2: 122,461 shares; 2025Q3: 236,837 shares; 2025Q4: 633,310 shares; 2026Q1: 298,766 shares 298,766$184M0.54%-334,544Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993,723 shares; 2024Q4: 2,897,512 shares; 2025Q1: 2,686,754 shares; 2025Q2: 2,566,268 shares; 2025Q3: 2,118,518 shares; 2025Q4: 1,773,582 shares; 2026Q1: 1,453,296 shares 1,453,296$184M0.54%-320,286Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240,243 shares; 2024Q4: 1,274,738 shares; 2025Q1: 1,295,722 shares; 2025Q2: 1,307,404 shares; 2025Q3: 1,242,975 shares; 2025Q4: 892,485 shares; 2026Q1: 813,202 shares 813,202$172M0.5%-79,283Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231,068 shares; 2024Q4: 1,190,687 shares; 2025Q1: 900,875 shares; 2025Q2: 937,257 shares; 2025Q3: 963,807 shares; 2025Q4: 968,153 shares; 2026Q1: 947,504 shares 947,504$165M0.49%-20,649Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338,705 shares; 2024Q4: 1,330,071 shares; 2025Q1: 1,338,833 shares; 2025Q2: 1,317,904 shares; 2025Q3: 1,282,786 shares; 2025Q4: 1,205,018 shares; 2026Q1: 984,320 shares 984,320$162M0.48%-220,698Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,636 shares; 2024Q4: 633,037 shares; 2025Q1: 637,343 shares; 2025Q2: 633,702 shares; 2025Q3: 630,401 shares; 2025Q4: 767,759 shares; 2026Q1: 847,128 shares 847,128$161M0.47%+79,369Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,437 shares; 2024Q4: 102,785 shares; 2025Q1: 116,516 shares; 2025Q2: 1,278,507 shares; 2025Q3: 1,258,264 shares; 2025Q4: 1,190,619 shares; 2026Q1: 1,106,423 shares 1,106,423$152M0.45%-84,196Timeline
BOHBANK OF HI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888,113 shares; 2024Q4: 1,762,689 shares; 2025Q1: 2,180,744 shares; 2025Q2: 2,156,471 shares; 2025Q3: 2,114,368 shares; 2025Q4: 1,980,447 shares; 2026Q1: 1,999,381 shares 1,999,381$148M0.44%+18,934Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,413 shares; 2024Q4: 1,284,635 shares; 2025Q1: 1,272,599 shares; 2025Q2: 1,252,479 shares; 2025Q3: 1,225,940 shares; 2025Q4: 1,119,413 shares; 2026Q1: 1,094,725 shares 1,094,725$146M0.43%-24,688Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202,354 shares; 2024Q4: 1,228,585 shares; 2025Q1: 1,232,899 shares; 2025Q2: 1,213,420 shares; 2025Q3: 1,184,968 shares; 2025Q4: 1,119,266 shares; 2026Q1: 1,072,457 shares 1,072,457$137M0.4%-46,809Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863,703 shares; 2024Q4: 4,980,906 shares; 2025Q1: 5,094,430 shares; 2025Q2: 4,644,731 shares; 2025Q3: 4,606,826 shares; 2025Q4: 3,946,717 shares; 2026Q1: 3,728,953 shares 3,728,953$136M0.4%-217,764Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687,039 shares; 2024Q4: 1,749,965 shares; 2025Q1: 1,767,782 shares; 2025Q2: 1,796,503 shares; 2025Q3: 1,774,482 shares; 2025Q4: 1,659,380 shares; 2026Q1: 1,514,739 shares 1,514,739$132M0.39%-144,641Timeline
PBHPRESTIGE CONSMR HEALTHCARE IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087,620 shares; 2025Q1: 1,580,819 shares; 2025Q2: 1,748,942 shares; 2025Q3: 2,213,889 shares; 2025Q4: 2,137,620 shares; 2026Q1: 2,202,606 shares 2,202,606$131M0.38%+64,986Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,754 shares; 2024Q4: 563,630 shares; 2025Q1: 568,302 shares; 2025Q2: 564,039 shares; 2025Q3: 553,249 shares; 2025Q4: 527,526 shares; 2026Q1: 634,334 shares 634,334$129M0.38%+106,808Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,775 shares; 2024Q4: 180,156 shares; 2025Q1: 188,234 shares; 2025Q2: 279,177 shares; 2025Q3: 281,033 shares; 2025Q4: 258,648 shares; 2026Q1: 238,418 shares 238,418$129M0.38%-20,230Timeline
FULFULLER H B COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900,790 shares; 2024Q4: 1,842,750 shares; 2025Q1: 2,235,265 shares; 2025Q2: 2,335,856 shares; 2025Q3: 2,319,689 shares; 2025Q4: 2,143,708 shares; 2026Q1: 2,078,888 shares 2,078,888$128M0.38%-64,820Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,714 shares; 2024Q4: 160,563 shares; 2025Q1: 158,904 shares; 2025Q2: 161,612 shares; 2025Q3: 430,866 shares; 2025Q4: 425,384 shares; 2026Q1: 425,346 shares 425,346$122M0.36%-38Timeline
TFINTRIUMPH FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830,853 shares; 2024Q4: 2,661,548 shares; 2025Q1: 2,991,713 shares; 2025Q2: 2,846,955 shares; 2025Q3: 2,723,729 shares; 2025Q4: 2,108,275 shares; 2026Q1: 1,964,575 shares 1,964,575$117M0.34%-143,700Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256,832 shares; 2025Q2: 238,539 shares; 2025Q3: 301,728 shares; 2025Q4: 316,873 shares; 2026Q1: 328,662 shares 328,662$112M0.33%+11,789Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816,491 shares; 2024Q4: 869,800 shares; 2025Q1: 857,126 shares; 2025Q2: 862,933 shares; 2025Q3: 827,025 shares; 2025Q4: 768,745 shares; 2026Q1: 688,682 shares 688,682$112M0.33%-80,063Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,681 shares; 2024Q4: 655,725 shares; 2025Q1: 604,245 shares; 2025Q2: 546,584 shares; 2025Q3: 502,778 shares; 2025Q4: 404,715 shares; 2026Q1: 536,384 shares 536,384$111M0.33%+131,669Timeline
GTYGETTY RLTY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797,522 shares; 2024Q4: 3,729,972 shares; 2025Q1: 3,770,092 shares; 2025Q2: 3,746,455 shares; 2025Q3: 3,678,188 shares; 2025Q4: 3,442,870 shares; 2026Q1: 3,434,332 shares 3,434,332$109M0.32%-8,538Timeline
CAKECHEESECAKE FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712,308 shares; 2024Q4: 2,689,391 shares; 2025Q1: 2,695,031 shares; 2025Q2: 2,644,601 shares; 2025Q3: 2,573,150 shares; 2025Q4: 2,393,795 shares; 2026Q1: 1,992,075 shares 1,992,075$109M0.32%-401,720Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly 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: 644,401 shares 644,401$107M0.31%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,541 shares; 2024Q4: 555,035 shares; 2025Q1: 521,908 shares; 2025Q2: 502,607 shares; 2025Q3: 494,068 shares; 2025Q4: 538,496 shares; 2026Q1: 506,919 shares 506,919$106M0.31%-31,577Timeline
HLMNHILLMAN SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,345,133 shares; 2024Q4: 14,149,925 shares; 2025Q1: 14,214,891 shares; 2025Q2: 13,130,064 shares; 2025Q3: 13,730,000 shares; 2025Q4: 12,893,592 shares; 2026Q1: 12,314,144 shares 12,314,144$102M0.3%-579,448Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,120,436 shares; 2024Q4: 4,261,089 shares; 2025Q1: 4,032,593 shares; 2025Q2: 3,400,161 shares; 2025Q3: 3,216,578 shares; 2025Q4: 2,716,103 shares; 2026Q1: 3,005,452 shares 3,005,452$101M0.3%+289,349Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680,136 shares; 2024Q4: 2,477,804 shares; 2025Q1: 2,349,747 shares; 2025Q2: 2,136,860 shares; 2025Q3: 1,935,710 shares; 2025Q4: 1,572,102 shares; 2026Q1: 1,360,003 shares 1,360,003$99M0.29%-212,099Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,406 shares; 2024Q4: 235,325 shares; 2025Q1: 316,464 shares; 2025Q2: 311,445 shares; 2025Q3: 407,208 shares; 2025Q4: 392,110 shares; 2026Q1: 375,433 shares 375,433$97.8M0.29%-16,677Timeline
GSHDGOOSEHEAD INS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202,884 shares; 2024Q4: 2,799,352 shares; 2025Q1: 2,475,834 shares; 2025Q2: 2,323,087 shares; 2025Q3: 2,126,300 shares; 2025Q4: 2,010,884 shares; 2026Q1: 2,258,181 shares 2,258,181$96.3M0.28%+247,297Timeline
FFINFIRST FINL BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847,738 shares; 2024Q4: 1,813,199 shares; 2025Q1: 2,465,774 shares; 2025Q2: 3,257,576 shares; 2025Q3: 3,477,070 shares; 2025Q4: 3,239,932 shares; 2026Q1: 3,248,399 shares 3,248,399$95.7M0.28%+8,467Timeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628,712 shares; 2024Q4: 590,715 shares; 2025Q1: 608,245 shares; 2025Q2: 603,382 shares; 2025Q3: 588,851 shares; 2025Q4: 559,008 shares; 2026Q1: 380,048 shares 380,048$95.6M0.28%-178,960Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,393 shares; 2024Q4: 136,260 shares; 2025Q1: 89,175 shares; 2025Q2: 135,511 shares; 2025Q3: 61,696 shares; 2025Q4: 584,126 shares; 2026Q1: 361,651 shares 361,651$89.7M0.26%-222,475Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,241 shares; 2024Q4: 371,216 shares; 2025Q1: 347,320 shares; 2025Q2: 325,018 shares; 2025Q3: 315,332 shares; 2025Q4: 307,151 shares; 2026Q1: 294,953 shares 294,953$89.1M0.26%-12,198Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493,257 shares; 2024Q4: 2,395,559 shares; 2025Q1: 1,732,426 shares; 2025Q2: 1,622,751 shares; 2025Q3: 1,446,976 shares; 2025Q4: 1,232,149 shares; 2026Q1: 1,064,145 shares 1,064,145$88.1M0.26%-168,004Timeline
SYBTSTOCK YDS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234,305 shares; 2024Q4: 1,218,259 shares; 2025Q1: 1,278,442 shares; 2025Q2: 1,544,818 shares; 2025Q3: 1,517,691 shares; 2025Q4: 1,386,864 shares; 2026Q1: 1,326,827 shares 1,326,827$88M0.26%-60,037Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504,349 shares; 2024Q4: 3,408,160 shares; 2025Q1: 3,473,953 shares; 2025Q2: 3,435,704 shares; 2025Q3: 3,367,415 shares; 2025Q4: 2,869,144 shares; 2026Q1: 3,060,745 shares 3,060,745$86.4M0.25%+191,601Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,417 shares; 2025Q4: 40,823 shares; 2026Q1: 57,993 shares 57,993$80M0.23%+17,170Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117,195 shares; 2024Q4: 1,013,777 shares; 2025Q1: 967,222 shares; 2025Q2: 1,487,266 shares; 2025Q3: 1,353,357 shares; 2025Q4: 1,212,260 shares; 2026Q1: 1,065,856 shares 1,065,856$79.9M0.23%-146,404Timeline
FIZZNATIONAL BEVERAGE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597,138 shares; 2024Q4: 2,565,642 shares; 2025Q1: 2,591,933 shares; 2025Q2: 2,579,032 shares; 2025Q3: 2,487,638 shares; 2025Q4: 2,314,776 shares; 2026Q1: 2,338,009 shares 2,338,009$78.7M0.23%+23,233Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960,424 shares 960,424$78M0.23%newTimeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405,006 shares; 2024Q4: 6,892,330 shares; 2025Q1: 6,811,727 shares; 2025Q2: 7,482,536 shares; 2025Q3: 7,013,354 shares; 2025Q4: 5,900,991 shares; 2026Q1: 5,140,656 shares 5,140,656$77M0.23%-760,335Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,151 shares; 2024Q4: 185,134 shares; 2025Q1: 175,409 shares; 2025Q2: 178,518 shares; 2025Q3: 185,095 shares; 2025Q4: 134,817 shares; 2026Q1: 126,366 shares 126,366$72.3M0.21%-8,451Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,518 shares; 2025Q1: 773,579 shares; 2025Q2: 686,460 shares; 2025Q3: 615,626 shares; 2025Q4: 520,509 shares; 2026Q1: 454,463 shares 454,463$71.7M0.21%-66,046Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,774 shares; 2024Q4: 419,485 shares; 2025Q1: 352,385 shares; 2025Q2: 351,930 shares; 2025Q3: 409,596 shares; 2025Q4: 608,409 shares; 2026Q1: 725,457 shares 725,457$70.5M0.21%+117,048Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,954 shares; 2024Q4: 582,134 shares; 2025Q1: 597,175 shares; 2025Q2: 589,837 shares; 2025Q3: 546,619 shares; 2025Q4: 464,649 shares; 2026Q1: 185,138 shares 185,138$69.9M0.21%-279,511Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564,374 shares; 2024Q4: 1,611,286 shares; 2025Q1: 1,620,536 shares; 2025Q2: 1,234,443 shares; 2025Q3: 1,204,130 shares; 2025Q4: 1,107,903 shares; 2026Q1: 1,029,338 shares 1,029,338$67.1M0.2%-78,565Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,735 shares; 2024Q4: 81,748 shares; 2025Q1: 77,161 shares; 2025Q2: 83,946 shares; 2025Q3: 94,555 shares; 2025Q4: 81,930 shares; 2026Q1: 71,696 shares 71,696$65.9M0.19%-10,234Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,537 shares; 2024Q4: 262,398 shares; 2025Q1: 232,691 shares; 2025Q2: 224,463 shares; 2025Q3: 208,270 shares; 2025Q4: 68,512 shares; 2026Q1: 60,433 shares 60,433$64.5M0.19%-8,079Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,230 shares; 2024Q4: 138,188 shares; 2025Q1: 41,323 shares; 2025Q2: 54,607 shares; 2025Q3: 27,561 shares; 2025Q4: 148,113 shares; 2026Q1: 285,437 shares 285,437$61M0.18%+137,324Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,900 shares; 2025Q1: 251,417 shares; 2025Q2: 322,976 shares; 2025Q3: 387,908 shares; 2025Q4: 641,441 shares; 2026Q1: 1,036,543 shares 1,036,543$60.3M0.18%+395,102Timeline
DFHDREAM FINDERS HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,415,182 shares; 2024Q4: 6,009,774 shares; 2025Q1: 6,000,249 shares; 2025Q2: 5,923,893 shares; 2025Q3: 5,310,374 shares; 2025Q4: 4,424,576 shares; 2026Q1: 4,268,380 shares 4,268,380$59.4M0.17%-156,196Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,684 shares; 2024Q4: 258,503 shares; 2025Q1: 366,508 shares; 2025Q2: 366,954 shares; 2025Q3: 464,366 shares; 2025Q4: 645,741 shares; 2026Q1: 1,668,895 shares 1,668,895$59M0.17%+1,023,154Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,588 shares; 2024Q4: 249,829 shares; 2025Q1: 243,184 shares; 2025Q2: 230,616 shares; 2025Q3: 249,673 shares; 2025Q4: 254,071 shares; 2026Q1: 228,899 shares 228,899$58.1M0.17%-25,172Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407,306 shares; 2024Q4: 2,261,972 shares; 2025Q1: 2,271,022 shares; 2025Q2: 2,227,247 shares; 2025Q3: 2,230,117 shares; 2025Q4: 1,979,652 shares; 2026Q1: 1,964,351 shares 1,964,351$57.4M0.17%-15,301Timeline
GCTGIGACLOUD TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,919 shares; 2024Q4: 126,104 shares; 2025Q1: 143,813 shares; 2025Q2: 149,406 shares; 2025Q3: 81,926 shares; 2025Q4: 108,464 shares; 2026Q1: 1,264,924 shares 1,264,924$57.4M0.17%+1,156,460Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,515 shares; 2024Q4: 62,368 shares; 2025Q1: 50,296 shares; 2025Q2: 46,808 shares; 2025Q3: 43,827 shares; 2025Q4: 38,017 shares; 2026Q1: 33,039 shares 33,039$57.1M0.17%-4,978Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,597 shares; 2024Q4: 129,902 shares; 2025Q1: 119,187 shares; 2025Q2: 111,016 shares; 2025Q3: 130,199 shares; 2025Q4: 113,107 shares; 2026Q1: 100,840 shares 100,840$56.7M0.17%-12,267Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 946,237 shares; 2026Q1: 1,230,744 shares 1,230,744$54.8M0.16%+284,507Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly 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: 592,823 shares 592,823$49.6M0.15%newTimeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,191 shares; 2024Q4: 129,214 shares; 2025Q1: 363,949 shares; 2025Q2: 367,877 shares; 2025Q3: 377,615 shares; 2025Q4: 375,356 shares; 2026Q1: 382,103 shares 382,103$48.4M0.14%+6,747Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,023 shares; 2024Q4: 26,272 shares; 2025Q1: 27,747 shares; 2025Q2: 25,790 shares; 2025Q3: 19,108 shares; 2025Q4: 16,454 shares; 2026Q1: 30,936 shares 30,936$45.6M0.13%+14,482Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,127 shares; 2024Q4: 158,789 shares; 2025Q1: 165,256 shares; 2025Q2: 166,458 shares; 2025Q3: 148,883 shares; 2025Q4: 159,142 shares; 2026Q1: 146,831 shares 146,831$45.4M0.13%-12,311Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,175 shares; 2024Q4: 452,923 shares; 2025Q1: 421,958 shares; 2025Q2: 406,733 shares; 2025Q3: 402,115 shares; 2025Q4: 391,209 shares; 2026Q1: 382,078 shares 382,078$45.3M0.13%-9,131Timeline
NRCNRC HEALTHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059,576 shares; 2024Q4: 3,033,427 shares; 2025Q1: 3,024,509 shares; 2025Q2: 2,986,725 shares; 2025Q3: 2,750,558 shares; 2025Q4: 2,657,828 shares; 2026Q1: 2,636,355 shares 2,636,355$44.8M0.13%-21,473Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,718 shares; 2024Q4: 310,845 shares; 2025Q1: 282,131 shares; 2025Q2: 258,742 shares; 2025Q3: 238,489 shares; 2025Q4: 192,409 shares; 2026Q1: 376,353 shares 376,353$44.4M0.13%+183,944Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,237 shares; 2024Q4: 254,520 shares; 2025Q1: 250,325 shares; 2025Q2: 249,438 shares; 2025Q3: 250,414 shares; 2025Q4: 241,766 shares; 2026Q1: 212,671 shares 212,671$44.3M0.13%-29,095Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,996 shares; 2024Q4: 184,176 shares; 2025Q1: 180,963 shares; 2025Q2: 132,857 shares; 2025Q3: 200,760 shares; 2025Q4: 469,444 shares; 2026Q1: 233,132 shares 233,132$44.2M0.13%-236,312Timeline
FTSFORTIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,167 shares; 2024Q4: 849,953 shares; 2025Q1: 834,165 shares; 2025Q2: 840,287 shares; 2025Q3: 833,797 shares; 2025Q4: 807,749 shares; 2026Q1: 790,446 shares 790,446$44.1M0.13%-17,303Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,988 shares; 2024Q4: 145,698 shares; 2025Q1: 252,690 shares; 2025Q2: 246,266 shares; 2025Q3: 243,183 shares; 2025Q4: 238,401 shares; 2026Q1: 291,132 shares 291,132$43.9M0.13%+52,731Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,807 shares; 2024Q4: 286,830 shares; 2025Q1: 291,637 shares; 2025Q2: 289,565 shares; 2025Q3: 287,646 shares; 2025Q4: 280,557 shares; 2026Q1: 269,551 shares 269,551$41.1M0.12%-11,006Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,941 shares; 2024Q4: 203,737 shares; 2025Q1: 181,347 shares; 2025Q2: 197,805 shares; 2025Q3: 205,861 shares; 2025Q4: 331,267 shares; 2026Q1: 424,110 shares 424,110$41.1M0.12%+92,843Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,409 shares; 2024Q4: 194,421 shares; 2025Q1: 181,288 shares; 2025Q2: 173,928 shares; 2025Q3: 172,244 shares; 2025Q4: 167,391 shares; 2026Q1: 125,529 shares 125,529$41.1M0.12%-41,862Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569,164 shares; 2024Q4: 772,781 shares; 2025Q1: 725,551 shares; 2025Q2: 686,672 shares; 2025Q3: 652,246 shares; 2025Q4: 580,074 shares; 2026Q1: 485,444 shares 485,444$40.6M0.12%-94,630Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,382 shares; 2024Q4: 108,365 shares; 2025Q1: 113,115 shares; 2025Q2: 110,951 shares; 2025Q3: 130,555 shares; 2025Q4: 123,959 shares; 2026Q1: 105,800 shares 105,800$39.2M0.12%-18,159Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 100 shares; 2025Q1: 60 shares; 2025Q2: 251,320 shares; 2025Q3: 346,799 shares; 2025Q4: 334,565 shares; 2026Q1: 326,182 shares 326,182$38.7M0.11%-8,383Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,376 shares; 2024Q4: 56,551 shares; 2025Q1: 58,188 shares; 2025Q2: 52,057 shares; 2025Q3: 57,767 shares; 2025Q4: 69,916 shares; 2026Q1: 89,375 shares 89,375$38.1M0.11%+19,459Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,546 shares; 2024Q4: 61,663 shares; 2025Q1: 57,458 shares; 2025Q2: 55,251 shares; 2025Q3: 55,010 shares; 2025Q4: 532,059 shares; 2026Q1: 393,209 shares 393,209$37.8M0.11%-138,850Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,955 shares; 2025Q4: 113,423 shares; 2026Q1: 280,736 shares 280,736$37.8M0.11%+167,313Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,563 shares; 2024Q4: 222,998 shares; 2025Q1: 207,230 shares; 2025Q2: 198,961 shares; 2025Q3: 196,246 shares; 2025Q4: 190,921 shares; 2026Q1: 187,293 shares 187,293$37.1M0.11%-3,628Timeline
RVLVREVOLVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405,703 shares; 2024Q4: 4,949,961 shares; 2025Q1: 4,669,682 shares; 2025Q2: 5,938,303 shares; 2025Q3: 4,407,574 shares; 2025Q4: 1,827,138 shares; 2026Q1: 1,603,961 shares 1,603,961$36.3M0.11%-223,177Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,993 shares; 2024Q4: 177,719 shares; 2025Q1: 171,392 shares; 2025Q2: 171,217 shares; 2025Q3: 160,870 shares; 2025Q4: 170,675 shares; 2026Q1: 152,480 shares 152,480$36.3M0.11%-18,195Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,804 shares; 2024Q4: 67,872 shares; 2025Q1: 67,971 shares; 2025Q2: 71,816 shares; 2025Q3: 73,266 shares; 2025Q4: 71,514 shares; 2026Q1: 71,461 shares 71,461$35.4M0.1%-53Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,231 shares; 2024Q4: 160,811 shares; 2025Q1: 155,109 shares; 2025Q2: 164,434 shares; 2025Q3: 155,871 shares; 2025Q4: 152,154 shares; 2026Q1: 126,484 shares 126,484$35.1M0.1%-25,670Timeline
TTETOTALENERGIES SEQuarterly 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: 376,205 shares; 2026Q1: 378,129 shares 378,129$34.4M0.1%+1,924Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,355 shares; 2024Q4: 439,811 shares; 2025Q1: 397,825 shares; 2025Q2: 362,921 shares; 2025Q3: 321,741 shares; 2025Q4: 259,629 shares; 2026Q1: 227,743 shares 227,743$34.3M0.1%-31,886Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333,229 shares; 2026Q1: 349,316 shares 349,316$33.6M0.1%+16,087Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,920 shares; 2024Q4: 227,502 shares; 2025Q1: 224,645 shares; 2025Q2: 221,240 shares; 2025Q3: 224,028 shares; 2025Q4: 214,810 shares; 2026Q1: 210,276 shares 210,276$33.6M0.1%-4,534Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383,660 shares; 2024Q4: 2,682,225 shares; 2025Q1: 2,517,145 shares; 2025Q2: 2,185,587 shares; 2025Q3: 1,443,574 shares; 2025Q4: 1,276,403 shares; 2026Q1: 906,880 shares 906,880$32.2M0.09%-369,523Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,606 shares; 2024Q4: 72,427 shares; 2025Q1: 73,146 shares; 2025Q2: 73,213 shares; 2025Q3: 80,029 shares; 2025Q4: 81,778 shares; 2026Q1: 85,799 shares 85,799$30.7M0.09%+4,021Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,398 shares; 2024Q4: 77,564 shares; 2025Q1: 49,982 shares; 2025Q2: 37,992 shares; 2025Q3: 37,318 shares; 2025Q4: 169,470 shares; 2026Q1: 239,290 shares 239,290$30.6M0.09%+69,820Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,435 shares; 2024Q4: 53,884 shares; 2025Q1: 82,205 shares; 2025Q2: 79,305 shares; 2025Q3: 78,168 shares; 2025Q4: 75,798 shares; 2026Q1: 70,401 shares 70,401$29.9M0.09%-5,397Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,414 shares; 2024Q4: 82,578 shares; 2025Q1: 77,197 shares; 2025Q2: 74,231 shares; 2025Q3: 71,543 shares; 2025Q4: 66,841 shares; 2026Q1: 64,576 shares 64,576$29.8M0.09%-2,265Timeline
CSMPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780,485 shares; 2024Q4: 779,564 shares; 2025Q1: 776,698 shares; 2025Q2: 397,971 shares; 2025Q3: 396,271 shares; 2025Q4: 380,400 shares; 2026Q1: 380,918 shares 380,918$28.6M0.08%+518Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350,478 shares 350,478$28.1M0.08%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,211 shares; 2024Q4: 699,015 shares; 2025Q1: 652,722 shares; 2025Q2: 627,206 shares; 2025Q3: 614,317 shares; 2025Q4: 596,659 shares; 2026Q1: 389,609 shares 389,609$28M0.08%-207,050Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043,082 shares; 2024Q4: 975,193 shares; 2025Q1: 910,156 shares; 2025Q2: 848,569 shares; 2025Q3: 765,463 shares; 2025Q4: 187,931 shares; 2026Q1: 163,479 shares 163,479$27.6M0.08%-24,452Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,631 shares; 2024Q4: 240,484 shares; 2025Q1: 231,933 shares; 2025Q2: 225,038 shares; 2025Q3: 242,889 shares; 2025Q4: 161,520 shares; 2026Q1: 153,019 shares 153,019$26.5M0.08%-8,501Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,336 shares 173,336$26.2M0.08%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,561 shares; 2024Q4: 321,290 shares; 2025Q1: 274,601 shares; 2025Q2: 262,971 shares; 2025Q3: 178,099 shares; 2025Q4: 171,189 shares; 2026Q1: 177,033 shares 177,033$26M0.08%+5,844Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,073 shares; 2024Q4: 407,763 shares; 2025Q1: 421,462 shares; 2025Q2: 427,713 shares; 2025Q3: 427,586 shares; 2025Q4: 427,514 shares; 2026Q1: 502,776 shares 502,776$25.2M0.07%+75,262Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,150 shares; 2024Q4: 128,061 shares; 2025Q1: 129,412 shares; 2025Q2: 126,545 shares; 2025Q3: 140,844 shares; 2025Q4: 142,318 shares; 2026Q1: 109,668 shares 109,668$25.2M0.07%-32,650Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,540 shares; 2024Q4: 193,085 shares; 2025Q1: 192,904 shares; 2025Q2: 242,996 shares; 2025Q3: 241,936 shares; 2025Q4: 246,783 shares; 2026Q1: 230,718 shares 230,718$25.2M0.07%-16,065Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,195 shares; 2024Q4: 109,096 shares; 2025Q1: 109,177 shares; 2025Q2: 97,680 shares; 2025Q3: 99,108 shares; 2025Q4: 93,589 shares; 2026Q1: 60,419 shares 60,419$25.2M0.07%-33,170Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,320 shares; 2024Q4: 145,732 shares; 2025Q1: 138,025 shares; 2025Q2: 185,399 shares; 2025Q3: 182,581 shares; 2025Q4: 178,394 shares; 2026Q1: 132,762 shares 132,762$25.2M0.07%-45,632Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,284 shares; 2025Q2: 37,202 shares; 2025Q3: 36,705 shares; 2025Q4: 35,247 shares; 2026Q1: 34,339 shares 34,339$25M0.07%-908Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,041 shares; 2024Q4: 106,323 shares; 2025Q1: 105,863 shares; 2025Q2: 104,456 shares; 2025Q3: 104,765 shares; 2025Q4: 102,418 shares; 2026Q1: 85,053 shares 85,053$24.8M0.07%-17,365Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,308 shares; 2024Q4: 47,526 shares; 2025Q1: 49,355 shares; 2025Q2: 48,933 shares; 2025Q3: 48,754 shares; 2025Q4: 46,850 shares; 2026Q1: 45,613 shares 45,613$24.8M0.07%-1,237Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,915 shares; 2024Q4: 121,809 shares; 2025Q1: 107,249 shares; 2025Q2: 102,116 shares; 2025Q3: 85,158 shares; 2025Q4: 132,914 shares; 2026Q1: 101,963 shares 101,963$24.7M0.07%-30,951Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,409 shares; 2024Q4: 62,660 shares; 2025Q1: 59,322 shares; 2025Q2: 857,645 shares; 2025Q3: 846,662 shares; 2025Q4: 821,351 shares; 2026Q1: 264,368 shares 264,368$24.4M0.07%-556,983Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,284 shares; 2024Q4: 133,900 shares; 2025Q1: 129,935 shares; 2025Q2: 131,942 shares; 2025Q3: 124,040 shares; 2025Q4: 122,107 shares; 2026Q1: 111,898 shares 111,898$24.3M0.07%-10,209Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,629 shares; 2024Q4: 32,683 shares; 2025Q1: 53,281 shares; 2025Q2: 52,631 shares; 2025Q3: 52,566 shares; 2025Q4: 245,970 shares; 2026Q1: 232,104 shares 232,104$24.3M0.07%-13,866Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171,601 shares; 2024Q4: 1,101,590 shares; 2025Q1: 1,011,440 shares; 2025Q2: 927,427 shares; 2025Q3: 847,048 shares; 2025Q4: 1,103,561 shares; 2026Q1: 894,759 shares 894,759$23.7M0.07%-208,802Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,630 shares; 2024Q4: 13,661 shares; 2025Q1: 193,511 shares; 2025Q2: 180,239 shares; 2025Q3: 167,077 shares; 2025Q4: 134,760 shares; 2026Q1: 107,659 shares 107,659$22.6M0.07%-27,101Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,972 shares; 2024Q4: 399,549 shares; 2025Q1: 443,379 shares; 2025Q2: 508,939 shares; 2025Q3: 489,129 shares; 2025Q4: 369,789 shares; 2026Q1: 445,184 shares 445,184$22.4M0.07%+75,395Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,525 shares; 2024Q4: 88,765 shares; 2025Q1: 90,102 shares; 2025Q2: 88,095 shares; 2025Q3: 86,524 shares; 2025Q4: 82,607 shares; 2026Q1: 66,310 shares 66,310$21.1M0.06%-16,297Timeline
BLDTOPBUILD CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,330 shares; 2024Q4: 65,517 shares; 2025Q1: 62,031 shares; 2025Q2: 57,272 shares; 2025Q3: 91,674 shares; 2025Q4: 74,227 shares; 2026Q1: 59,069 shares 59,069$20.8M0.06%-15,158Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523,179 shares; 2024Q4: 522,045 shares; 2025Q1: 530,912 shares; 2025Q2: 501,018 shares; 2025Q3: 494,253 shares; 2025Q4: 482,080 shares; 2026Q1: 297,016 shares 297,016$20.6M0.06%-185,064Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 19,873 shares; 2025Q1: 40,023 shares; 2025Q2: 43,923 shares; 2025Q3: 60,190 shares; 2025Q4: 63,441 shares; 2026Q1: 58,739 shares 58,739$20.1M0.06%-4,702Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240,337 shares; 2024Q4: 1,172,134 shares; 2025Q1: 1,075,752 shares; 2025Q2: 987,121 shares; 2025Q3: 904,475 shares; 2025Q4: 728,871 shares; 2026Q1: 589,015 shares 589,015$20M0.06%-139,856Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 346 shares; 2025Q1: 329 shares; 2025Q2: 512 shares; 2025Q3: 515 shares; 2025Q4: 257 shares; 2026Q1: 27,304 shares 27,304$19.3M0.06%+27,047Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,330 shares; 2024Q4: 95,615 shares; 2025Q1: 98,148 shares; 2025Q2: 98,849 shares; 2025Q3: 97,728 shares; 2025Q4: 93,150 shares; 2026Q1: 86,946 shares 86,946$19.2M0.06%-6,204Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,301 shares; 2024Q4: 252,091 shares; 2025Q1: 249,328 shares; 2025Q2: 227,075 shares; 2025Q3: 230,748 shares; 2025Q4: 240,909 shares; 2026Q1: 240,289 shares 240,289$18.6M0.05%-620Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,483 shares; 2024Q4: 370,375 shares; 2025Q1: 367,163 shares; 2025Q2: 374,677 shares; 2025Q3: 359,124 shares; 2025Q4: 355,087 shares; 2026Q1: 346,799 shares 346,799$18.2M0.05%-8,288Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,506 shares; 2024Q4: 181,821 shares; 2025Q1: 175,832 shares; 2025Q2: 180,809 shares; 2025Q3: 181,861 shares; 2025Q4: 171,194 shares; 2026Q1: 187,322 shares 187,322$18.1M0.05%+16,128Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,409 shares; 2024Q4: 75,884 shares; 2025Q1: 113,601 shares; 2025Q2: 125,401 shares; 2025Q3: 135,726 shares; 2025Q4: 137,191 shares; 2026Q1: 144,947 shares 144,947$18M0.05%+7,756Timeline
OFLXOMEGA FLEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050,774 shares; 2024Q4: 1,075,240 shares; 2025Q1: 1,005,985 shares; 2025Q2: 902,827 shares; 2025Q3: 820,732 shares; 2025Q4: 659,684 shares; 2026Q1: 575,442 shares 575,442$17.9M0.05%-84,242Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,459 shares; 2024Q4: 57,482 shares; 2025Q1: 57,500 shares; 2025Q2: 55,885 shares; 2025Q3: 55,069 shares; 2025Q4: 52,946 shares; 2026Q1: 51,391 shares 51,391$17.6M0.05%-1,555Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,864 shares; 2024Q4: 62,403 shares; 2025Q1: 63,986 shares; 2025Q2: 61,385 shares; 2025Q3: 79,410 shares; 2025Q4: 77,574 shares; 2026Q1: 64,570 shares 64,570$17.6M0.05%-13,004Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,705 shares; 2024Q4: 410,467 shares; 2025Q1: 404,653 shares; 2025Q2: 408,959 shares; 2025Q3: 456,261 shares; 2025Q4: 416,697 shares; 2026Q1: 48,911 shares 48,911$17.5M0.05%-367,786Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,507 shares; 2024Q4: 55,485 shares; 2025Q1: 49,762 shares; 2025Q2: 129 shares; 2025Q3: 37,103 shares; 2025Q4: 35,849 shares; 2026Q1: 35,238 shares 35,238$17.4M0.05%-611Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 126,310 shares; 2025Q3: 216,966 shares; 2025Q4: 378,427 shares; 2026Q1: 516,496 shares 516,496$17.4M0.05%+138,069Timeline
SDHCSMITH DOUGLAS HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833,821 shares; 2024Q4: 1,803,065 shares; 2025Q1: 1,797,091 shares; 2025Q2: 1,603,636 shares; 2025Q3: 1,252,081 shares; 2025Q4: 1,469,003 shares; 2026Q1: 1,341,221 shares 1,341,221$17.2M0.05%-127,782Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,528 shares; 2024Q4: 131,535 shares; 2025Q1: 756,270 shares; 2025Q2: 1,012,315 shares; 2025Q3: 971,579 shares; 2025Q4: 654,077 shares; 2026Q1: 503,745 shares 503,745$16.7M0.05%-150,332Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,715 shares; 2024Q4: 53,739 shares; 2025Q1: 56,123 shares; 2025Q2: 56,623 shares; 2025Q3: 56,572 shares; 2025Q4: 76,295 shares; 2026Q1: 86,232 shares 86,232$16.5M0.05%+9,937Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,655 shares; 2024Q4: 234,788 shares; 2025Q1: 209,528 shares; 2025Q2: 194,336 shares; 2025Q3: 179,129 shares; 2025Q4: 144,282 shares; 2026Q1: 112,280 shares 112,280$16M0.05%-32,002Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,354 shares; 2024Q4: 32,882 shares; 2025Q1: 52,642 shares; 2025Q2: 40,428 shares; 2025Q3: 38,397 shares; 2025Q4: 339,177 shares; 2026Q1: 270,969 shares 270,969$16M0.05%-68,208Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831,763 shares; 2024Q4: 1,769,937 shares; 2025Q1: 1,772,748 shares; 2025Q2: 1,722,686 shares; 2025Q3: 1,716,838 shares; 2025Q4: 1,626,326 shares; 2026Q1: 1,583,730 shares 1,583,730$15.9M0.05%-42,596Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 23,826 shares; 2025Q1: 30,083 shares; 2025Q2: 30,108 shares; 2025Q3: 76,157 shares; 2025Q4: 63,730 shares; 2026Q1: 49,203 shares 49,203$15.8M0.05%-14,527Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,288 shares; 2024Q4: 50,576 shares; 2025Q1: 50,314 shares; 2025Q2: 43,738 shares; 2025Q3: 43,824 shares; 2025Q4: 42,116 shares; 2026Q1: 36,063 shares 36,063$15.7M0.05%-6,053Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,475 shares; 2024Q4: 42,128 shares; 2025Q1: 36,476 shares; 2025Q2: 36,651 shares; 2025Q3: 36,958 shares; 2025Q4: 37,496 shares; 2026Q1: 31,460 shares 31,460$15.7M0.05%-6,036Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,432 shares; 2024Q4: 157,935 shares; 2025Q1: 160,706 shares; 2025Q2: 160,136 shares; 2025Q3: 148,789 shares; 2025Q4: 150,621 shares; 2026Q1: 153,047 shares 153,047$15.6M0.05%+2,426Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,983 shares; 2024Q4: 94,848 shares; 2025Q1: 88,983 shares; 2025Q2: 91,829 shares; 2025Q3: 89,550 shares; 2025Q4: 175,299 shares; 2026Q1: 98,443 shares 98,443$15.3M0.04%-76,856Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,141 shares; 2025Q1: 25,959 shares; 2025Q2: 25,429 shares; 2025Q3: 25,258 shares; 2025Q4: 24,310 shares; 2026Q1: 15,828 shares 15,828$15.2M0.04%-8,482Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,110 shares; 2024Q4: 85,419 shares; 2025Q1: 27,265 shares; 2025Q2: 27,143 shares; 2025Q3: 24,256 shares; 2025Q4: 72,398 shares; 2026Q1: 98,909 shares 98,909$15M0.04%+26,511Timeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363,102 shares 363,102$14M0.04%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,723 shares; 2024Q4: 118,700 shares; 2025Q1: 94,138 shares; 2025Q2: 93,903 shares; 2025Q3: 64,659 shares; 2025Q4: 61,445 shares; 2026Q1: 57,103 shares 57,103$14M0.04%-4,342Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,224 shares; 2024Q4: 18,075 shares; 2025Q1: 17,938 shares; 2025Q2: 19,108 shares; 2025Q3: 17,924 shares; 2025Q4: 43,459 shares; 2026Q1: 39,109 shares 39,109$14M0.04%-4,350Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588,444 shares; 2024Q4: 1,519,546 shares; 2025Q1: 1,203,812 shares; 2025Q2: 1,108,719 shares; 2025Q3: 1,024,196 shares; 2025Q4: 834,934 shares; 2026Q1: 444,743 shares 444,743$13.7M0.04%-390,191Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 41 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 39 shares; 2026Q1: 14,772 shares 14,772$13.2M0.04%+14,733Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,643 shares; 2024Q4: 94,574 shares; 2025Q1: 88,674 shares; 2025Q2: 88,503 shares; 2025Q3: 87,418 shares; 2025Q4: 88,361 shares; 2026Q1: 95,228 shares 95,228$12.9M0.04%+6,867Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165,950 shares; 2025Q2: 165,146 shares; 2025Q3: 164,356 shares; 2025Q4: 218,572 shares; 2026Q1: 179,394 shares 179,394$12.8M0.04%-39,178Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,524 shares 120,524$12.8M0.04%newTimeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569,710 shares; 2024Q4: 558,158 shares; 2025Q1: 629,425 shares; 2025Q2: 635,742 shares; 2025Q3: 669,418 shares; 2025Q4: 616,575 shares; 2026Q1: 578,544 shares 578,544$12.6M0.04%-38,031Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,753 shares; 2024Q4: 23,291 shares; 2025Q1: 19,872 shares; 2025Q2: 145,319 shares; 2025Q3: 143,856 shares; 2025Q4: 141,760 shares; 2026Q1: 145,147 shares 145,147$12.6M0.04%+3,387Timeline
ESABESAB CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 114,229 shares; 2026Q1: 123,620 shares 123,620$11.9M0.04%+9,391Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,313 shares; 2024Q4: 41,004 shares; 2025Q1: 37,801 shares; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 157,479 shares; 2026Q1: 157,317 shares 157,317$11.7M0.03%-162Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,654 shares; 2024Q4: 162,696 shares; 2025Q1: 165,798 shares; 2025Q2: 165,353 shares; 2025Q3: 166,828 shares; 2025Q4: 160,131 shares; 2026Q1: 151,421 shares 151,421$11.5M0.03%-8,710Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,312 shares; 2024Q4: 104,441 shares; 2025Q1: 97,962 shares; 2025Q2: 98,058 shares; 2025Q3: 104,171 shares; 2025Q4: 113,573 shares; 2026Q1: 78,578 shares 78,578$11.3M0.03%-34,995Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,739 shares; 2024Q4: 70,488 shares; 2025Q1: 65,234 shares; 2025Q2: 67,963 shares; 2025Q3: 62,711 shares; 2025Q4: 39,730 shares; 2026Q1: 32,323 shares 32,323$10.6M0.03%-7,407Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,187 shares 61,187$10.6M0.03%newTimeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,077 shares; 2024Q4: 357,593 shares; 2025Q1: 323,943 shares; 2025Q2: 296,764 shares; 2025Q3: 272,427 shares; 2025Q4: 217,756 shares; 2026Q1: 178,174 shares 178,174$10.5M0.03%-39,582Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,682 shares; 2024Q4: 301,094 shares; 2025Q1: 196,427 shares; 2025Q2: 98,065 shares; 2025Q3: 87,711 shares; 2025Q4: 189,185 shares; 2026Q1: 145,666 shares 145,666$9.83M0.03%-43,519Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,422 shares; 2024Q4: 51,483 shares; 2025Q1: 53,125 shares; 2025Q2: 40,443 shares; 2025Q3: 39,194 shares; 2025Q4: 37,540 shares; 2026Q1: 33,759 shares 33,759$9.68M0.03%-3,781Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,693 shares; 2024Q4: 34,706 shares; 2025Q1: 30,107 shares; 2025Q2: 33,428 shares; 2025Q3: 37,007 shares; 2025Q4: 39,203 shares; 2026Q1: 31,056 shares 31,056$9.65M0.03%-8,147Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158,849 shares; 2025Q1: 1,531,939 shares; 2025Q2: 1,417,897 shares; 2025Q3: 1,301,044 shares; 2025Q4: 1,005,095 shares; 2026Q1: 805,861 shares 805,861$9.58M0.03%-199,234Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,063 shares; 2024Q4: 60,223 shares; 2025Q1: 68,245 shares; 2025Q2: 82,139 shares; 2025Q3: 112,387 shares; 2025Q4: 110,097 shares; 2026Q1: 104,981 shares 104,981$9.57M0.03%-5,116Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,154 shares; 2024Q4: 170,871 shares; 2025Q1: 181,807 shares; 2025Q2: 167,249 shares; 2025Q3: 159,029 shares; 2025Q4: 140,120 shares; 2026Q1: 225,430 shares 225,430$9.2M0.03%+85,310Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,309 shares; 2024Q4: 65,264 shares; 2025Q1: 83,886 shares; 2025Q2: 114,930 shares; 2025Q3: 129,652 shares; 2025Q4: 140,106 shares; 2026Q1: 150,851 shares 150,851$9.19M0.03%+10,745Timeline
NVECNVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,835 shares; 2024Q4: 366,689 shares; 2025Q1: 371,752 shares; 2025Q2: 307,737 shares; 2025Q3: 215,397 shares; 2025Q4: 144,212 shares; 2026Q1: 124,113 shares 124,113$8.13M0.02%-20,099Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,053 shares; 2024Q4: 105,927 shares; 2025Q1: 108,589 shares; 2025Q2: 79,130 shares; 2025Q3: 77,559 shares; 2025Q4: 74,609 shares; 2026Q1: 67,492 shares 67,492$8.12M0.02%-7,117Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,491 shares 176,491$8.06M0.02%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,359 shares; 2024Q4: 14,106 shares; 2025Q1: 13,177 shares; 2025Q2: 13,135 shares; 2025Q3: 9,616 shares; 2025Q4: 9,371 shares; 2026Q1: 9,286 shares 9,286$8.04M0.02%-85Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,922 shares; 2024Q4: 73,585 shares; 2025Q1: 75,241 shares; 2025Q2: 78,475 shares; 2025Q3: 72,692 shares; 2025Q4: 75,584 shares; 2026Q1: 75,413 shares 75,413$8M0.02%-171Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,193 shares; 2024Q4: 17,035 shares; 2025Q1: 20,937 shares; 2025Q2: 22,179 shares; 2025Q3: 34,436 shares; 2025Q4: 33,683 shares; 2026Q1: 60,407 shares 60,407$7.97M0.02%+26,724Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,324 shares; 2024Q4: 133,376 shares; 2025Q1: 27,571 shares; 2025Q2: 25,583 shares; 2025Q3: 26,870 shares; 2025Q4: 28,144 shares; 2026Q1: 33,203 shares 33,203$7.85M0.02%+5,059Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,366 shares; 2024Q4: 97,093 shares; 2025Q1: 77,351 shares; 2025Q2: 30,995 shares; 2025Q3: 38,078 shares; 2025Q4: 31,793 shares; 2026Q1: 39,950 shares 39,950$7.76M0.02%+8,157Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,888 shares; 2025Q1: 44,120 shares; 2025Q2: 54,517 shares; 2025Q3: 32,614 shares; 2025Q4: 53,072 shares; 2026Q1: 56,619 shares 56,619$7.67M0.02%+3,547Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,091 shares; 2024Q4: 84,965 shares; 2025Q1: 77,952 shares; 2025Q2: 76,081 shares; 2025Q3: 75,860 shares; 2025Q4: 73,890 shares; 2026Q1: 76,655 shares 76,655$7.61M0.02%+2,765Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 5,278 shares; 2025Q1: 8,566 shares; 2025Q2: 8,970 shares; 2025Q3: 9,287 shares; 2025Q4: 9,356 shares; 2026Q1: 9,684 shares 9,684$7.48M0.02%+328Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,211 shares; 2024Q4: 26,134 shares; 2025Q1: 27,184 shares; 2025Q2: 28,501 shares; 2025Q3: 25,896 shares; 2025Q4: 25,457 shares; 2026Q1: 24,779 shares 24,779$7.29M0.02%-678Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,226 shares; 2024Q4: 66,502 shares; 2025Q1: 66,230 shares; 2025Q2: 69,412 shares; 2025Q3: 68,722 shares; 2025Q4: 72,840 shares; 2026Q1: 75,140 shares 75,140$7.24M0.02%+2,300Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,193 shares; 2024Q4: 89,537 shares; 2025Q1: 258,215 shares; 2025Q2: 292,599 shares; 2025Q3: 302,559 shares; 2025Q4: 185,751 shares; 2026Q1: 183,281 shares 183,281$7.17M0.02%-2,470Timeline
KMIDVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,263 shares; 2025Q1: 259,805 shares; 2025Q2: 271,112 shares; 2025Q3: 284,607 shares; 2025Q4: 319,995 shares; 2026Q1: 300,645 shares 300,645$7.16M0.02%-19,350Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,159 shares; 2024Q4: 44,504 shares; 2025Q1: 41,895 shares; 2025Q2: 31,963 shares; 2025Q3: 29,713 shares; 2025Q4: 17,938 shares; 2026Q1: 15,723 shares 15,723$6.8M0.02%-2,215Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,013 shares; 2025Q1: 16,625 shares; 2025Q2: 17,741 shares; 2025Q3: 17,408 shares; 2025Q4: 27,145 shares; 2026Q1: 30,101 shares 30,101$6.43M0.02%+2,956Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 10,003 shares; 2025Q1: 10,004 shares; 2025Q2: 10,033 shares; 2025Q3: 9,979 shares; 2025Q4: 9,965 shares; 2026Q1: 9,834 shares 9,834$6.4M0.02%-131Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 4,718 shares; 2025Q1: 12,234 shares; 2025Q2: 15,195 shares; 2025Q3: 24,230 shares; 2025Q4: 33,551 shares; 2026Q1: 78,526 shares 78,526$6.25M0.02%+44,975Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 4,167 shares; 2025Q1: 4,100 shares; 2025Q2: 2,322 shares; 2025Q3: 3,011 shares; 2025Q4: 3,165 shares; 2026Q1: 4,670 shares 4,670$6.17M0.02%+1,505Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 201 shares; 2025Q1: 38,033 shares; 2025Q2: 39,445 shares; 2025Q3: 43,990 shares; 2025Q4: 42,545 shares; 2026Q1: 43,882 shares 43,882$6.12M0.02%+1,337Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,707,565 shares; 2024Q4: 3,088,009 shares; 2025Q1: 54,984 shares; 2025Q2: 21,044 shares; 2025Q3: 21,314 shares; 2025Q4: 23,054 shares; 2026Q1: 20,121 shares 20,121$5.97M0.02%-2,933Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 15,419 shares; 2025Q1: 15,003 shares; 2025Q2: 15,716 shares; 2025Q3: 17,452 shares; 2025Q4: 16,572 shares; 2026Q1: 16,214 shares 16,214$5.89M0.02%-358Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 14,597 shares; 2025Q1: 20,464 shares; 2025Q2: 9,809 shares; 2025Q3: 8,598 shares; 2025Q4: 16,779 shares; 2026Q1: 18,716 shares 18,716$5.88M0.02%+1,937Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,493 shares; 2024Q4: 122,710 shares; 2025Q1: 121,670 shares; 2025Q2: 121,015 shares; 2025Q3: 108,081 shares; 2025Q4: 97,601 shares; 2026Q1: 103,080 shares 103,080$5.85M0.02%+5,479Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,101 shares; 2024Q4: 12,274 shares; 2025Q1: 12,234 shares; 2025Q2: 12,013 shares; 2025Q3: 11,619 shares; 2025Q4: 11,645 shares; 2026Q1: 13,085 shares 13,085$5.84M0.02%+1,440Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,887 shares; 2024Q4: 17,873 shares; 2025Q1: 17,415 shares; 2025Q2: 16,278 shares; 2025Q3: 15,482 shares; 2025Q4: 14,632 shares; 2026Q1: 11,621 shares 11,621$5.71M0.02%-3,011Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 16,446 shares; 2025Q1: 13,104 shares; 2025Q2: 15,145 shares; 2025Q3: 16,602 shares; 2025Q4: 15,535 shares; 2026Q1: 16,837 shares 16,837$5.69M0.02%+1,302Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 14,216 shares; 2025Q1: 16,065 shares; 2025Q2: 14,235 shares; 2025Q3: 15,353 shares; 2025Q4: 13,756 shares; 2026Q1: 15,278 shares 15,278$5.68M0.02%+1,522Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 56,285 shares; 2025Q1: 54,765 shares; 2025Q2: 113,726 shares; 2025Q3: 126,071 shares; 2025Q4: 120,146 shares; 2026Q1: 117,579 shares 117,579$5.46M0.02%-2,567Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,231 shares; 2025Q1: 3,659 shares; 2025Q2: 4,152 shares; 2025Q3: 6,269 shares; 2025Q4: 8,187 shares; 2026Q1: 17,429 shares 17,429$5.27M0.02%+9,242Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,215 shares; 2025Q1: 7,319 shares; 2025Q2: 7,930 shares; 2025Q3: 9,023 shares; 2025Q4: 14,936 shares; 2026Q1: 18,881 shares 18,881$5.11M0.02%+3,945Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,423 shares; 2024Q4: 61,101 shares; 2025Q1: 61,961 shares; 2025Q2: 64,274 shares; 2025Q3: 55,147 shares; 2025Q4: 53,465 shares; 2026Q1: 53,861 shares 53,861$4.97M0.01%+396Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,632 shares; 2025Q1: 12,887 shares; 2025Q2: 13,759 shares; 2025Q3: 16,721 shares; 2025Q4: 49,097 shares; 2026Q1: 51,749 shares 51,749$4.71M0.01%+2,652Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 1,001 shares; 2025Q1: 5,079 shares; 2025Q2: 5,770 shares; 2025Q3: 13,750 shares; 2025Q4: 23,239 shares; 2026Q1: 46,422 shares 46,422$4.6M0.01%+23,183Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,641 shares; 2024Q4: 87,238 shares; 2025Q1: 69,614 shares; 2025Q2: 63,417 shares; 2025Q3: 64,229 shares; 2025Q4: 67,432 shares; 2026Q1: 84,927 shares 84,927$4.55M0.01%+17,495Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,346 shares; 2025Q1: 3,921 shares; 2025Q2: 3,117 shares; 2025Q3: 24,134 shares; 2025Q4: 24,416 shares; 2026Q1: 25,789 shares 25,789$4.53M0.01%+1,373Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 376 shares; 2025Q1: 2,526 shares; 2025Q2: 4,725 shares; 2025Q3: 9,729 shares; 2025Q4: 17,363 shares; 2026Q1: 48,618 shares 48,618$4.52M0.01%+31,255Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 411 shares; 2025Q1: 3,783 shares; 2025Q2: 4,454 shares; 2025Q3: 7,050 shares; 2025Q4: 10,967 shares; 2026Q1: 22,409 shares 22,409$4.41M0.01%+11,442Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,635 shares; 2026Q1: 77,300 shares 77,300$4.4M0.01%-9,335Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 9,860 shares; 2025Q1: 8,498 shares; 2025Q2: 11,910 shares; 2025Q3: 8,995 shares; 2025Q4: 8,890 shares; 2026Q1: 7,697 shares 7,697$4.23M0.01%-1,193Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,384 shares; 2024Q4: 20,283 shares; 2025Q1: 22,031 shares; 2025Q2: 18,936 shares; 2025Q3: 18,906 shares; 2025Q4: 21,044 shares; 2026Q1: 21,444 shares 21,444$4.2M0.01%+400Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,865 shares; 2024Q4: 19,443 shares; 2025Q1: 17,478 shares; 2025Q2: 12,024 shares; 2025Q3: 12,463 shares; 2025Q4: 11,973 shares; 2026Q1: 11,847 shares 11,847$4.17M0.01%-126Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 10,359 shares; 2025Q1: 13,281 shares; 2025Q2: 14,300 shares; 2025Q3: 20,891 shares; 2025Q4: 16,279 shares; 2026Q1: 16,321 shares 16,321$4.03M0.01%+42Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,712 shares; 2024Q4: 35,822 shares; 2025Q1: 33,550 shares; 2025Q2: 34,957 shares; 2025Q3: 29,936 shares; 2025Q4: 29,582 shares; 2026Q1: 24,451 shares 24,451$3.96M0.01%-5,131Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,964 shares; 2025Q1: 5,967 shares; 2025Q2: 5,701 shares; 2025Q3: 5,273 shares; 2025Q4: 5,390 shares; 2026Q1: 8,199 shares 8,199$3.93M0.01%+2,809Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,120 shares; 2024Q4: 116,998 shares; 2025Q1: 177,820 shares; 2025Q2: 195,390 shares; 2025Q3: 242,937 shares; 2025Q4: 173,317 shares; 2026Q1: 203,614 shares 203,614$3.91M0.01%+30,297Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,378 shares; 2025Q1: 3,920 shares; 2025Q2: 4,414 shares; 2025Q3: 4,517 shares; 2025Q4: 3,657 shares; 2026Q1: 5,250 shares 5,250$3.83M0.01%+1,593Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 15,643 shares; 2025Q1: 29,140 shares; 2025Q2: 31,112 shares; 2025Q3: 31,628 shares; 2025Q4: 25,830 shares; 2026Q1: 27,761 shares 27,761$3.81M0.01%+1,931Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,155 shares; 2024Q4: 85,782 shares; 2025Q1: 89,193 shares; 2025Q2: 106,106 shares; 2025Q3: 96,079 shares; 2025Q4: 94,968 shares; 2026Q1: 77,584 shares 77,584$3.78M0.01%-17,384Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,129 shares; 2024Q4: 50,460 shares; 2025Q1: 46,033 shares; 2025Q2: 34,144 shares; 2025Q3: 31,545 shares; 2025Q4: 3,124 shares; 2026Q1: 2,996 shares 2,996$3.78M0.01%-128Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 17,910 shares; 2025Q1: 66,007 shares; 2025Q2: 113,317 shares; 2025Q3: 113,703 shares; 2025Q4: 74,790 shares; 2026Q1: 36,330 shares 36,330$3.73M0.01%-38,460Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,295 shares; 2025Q1: 4,049 shares; 2025Q2: 4,499 shares; 2025Q3: 5,966 shares; 2025Q4: 7,574 shares; 2026Q1: 22,641 shares 22,641$3.73M0.01%+15,067Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,497 shares; 2024Q4: 46,319 shares; 2025Q1: 63,685 shares; 2025Q2: 70,615 shares; 2025Q3: 66,303 shares; 2025Q4: 70,414 shares; 2026Q1: 69,001 shares 69,001$3.67M0.01%-1,413Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,009 shares; 2024Q4: 14,524 shares; 2025Q1: 20,046 shares; 2025Q2: 28,024 shares; 2025Q3: 29,273 shares; 2025Q4: 28,907 shares; 2026Q1: 29,199 shares 29,199$3.54M0.01%+292Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 97 shares; 2025Q1: 9,619 shares; 2025Q2: 13,924 shares; 2025Q3: 28,893 shares; 2025Q4: 37,818 shares; 2026Q1: 56,861 shares 56,861$3.47M0.01%+19,043Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,089 shares; 2025Q1: 69,189 shares; 2025Q2: 73,829 shares; 2025Q3: 60,568 shares; 2025Q4: 51,348 shares; 2026Q1: 49,053 shares 49,053$3.41M0.01%-2,295Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,690 shares; 2024Q4: 44,175 shares; 2025Q1: 43,291 shares; 2025Q2: 17,613 shares; 2025Q3: 15,273 shares; 2025Q4: 14,039 shares; 2026Q1: 12,213 shares 12,213$3.3M0.01%-1,826Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,504 shares; 2024Q4: 124,577 shares; 2025Q1: 117,500 shares; 2025Q2: 110,205 shares; 2025Q3: 11,169 shares; 2025Q4: 10,215 shares; 2026Q1: 9,251 shares 9,251$3.27M0.01%-964Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,114 shares; 2024Q4: 44,411 shares; 2025Q1: 49,488 shares; 2025Q2: 51,523 shares; 2025Q3: 51,882 shares; 2025Q4: 50,981 shares; 2026Q1: 50,823 shares 50,823$3.26M0.01%-158Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,049 shares; 2024Q4: 45,156 shares; 2025Q1: 17,957 shares; 2025Q2: 19,684 shares; 2025Q3: 20,164 shares; 2025Q4: 20,218 shares; 2026Q1: 56,932 shares 56,932$3.2M0.01%+36,714Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 10,770 shares; 2025Q1: 12,647 shares; 2025Q2: 13,357 shares; 2025Q3: 13,308 shares; 2025Q4: 13,212 shares; 2026Q1: 13,136 shares 13,136$3.19M0.01%-76Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 8,847 shares; 2025Q1: 7,767 shares; 2025Q2: 9,204 shares; 2025Q3: 9,581 shares; 2025Q4: 7,639 shares; 2026Q1: 5,866 shares 5,866$3.16M0.01%-1,773Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 30,219 shares; 2025Q1: 26,979 shares; 2025Q2: 29,260 shares; 2025Q3: 29,252 shares; 2025Q4: 24,714 shares; 2026Q1: 22,847 shares 22,847$3.09M0.01%-1,867Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,180 shares; 2024Q4: 41,466 shares; 2025Q1: 38,771 shares; 2025Q2: 40,428 shares; 2025Q3: 34,723 shares; 2025Q4: 34,287 shares; 2026Q1: 33,908 shares 33,908$3.07M0.01%-379Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,440 shares; 2024Q4: 27,689 shares; 2025Q1: 20,073 shares; 2025Q2: 20,641 shares; 2025Q3: 21,273 shares; 2025Q4: 20,240 shares; 2026Q1: 16,533 shares 16,533$3M0.01%-3,707Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,416 shares 14,416$2.84M0.01%newTimeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,678 shares; 2025Q1: 7,098 shares; 2025Q2: 8,698 shares; 2025Q3: 9,591 shares; 2025Q4: 8,922 shares; 2026Q1: 6,377 shares 6,377$2.83M0.01%-2,545Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,894 shares; 2024Q4: 65,680 shares; 2025Q1: 113,585 shares; 2025Q2: 90,821 shares; 2025Q3: 110,502 shares; 2025Q4: 105,182 shares; 2026Q1: 95,585 shares 95,585$2.81M0.01%-9,597Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,801 shares; 2025Q1: 6,122 shares; 2025Q2: 6,065 shares; 2025Q3: 8,754 shares; 2025Q4: 7,273 shares; 2026Q1: 7,488 shares 7,488$2.78M0.01%+215Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 8,377 shares; 2025Q1: 14,354 shares; 2025Q2: 14,809 shares; 2025Q3: 16,647 shares; 2025Q4: 15,148 shares; 2026Q1: 11,371 shares 11,371$2.76M0.01%-3,777Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,852 shares; 2024Q4: 54,310 shares; 2025Q1: 51,907 shares; 2025Q2: 50,460 shares; 2025Q3: 47,498 shares; 2025Q4: 44,659 shares; 2026Q1: 43,549 shares 43,549$2.73M0.01%-1,110Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 1,103 shares; 2025Q2: 1,401 shares; 2025Q3: 3,307 shares; 2025Q4: 5,213 shares; 2026Q1: 12,451 shares 12,451$2.7M0.01%+7,238Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,496 shares; 2024Q4: 26,338 shares; 2025Q1: 25,603 shares; 2025Q2: 26,159 shares; 2025Q3: 29,029 shares; 2025Q4: 28,051 shares; 2026Q1: 27,386 shares 27,386$2.68M0.01%-665Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 53 shares; 2025Q1: 588 shares; 2025Q2: 737 shares; 2025Q3: 1,024 shares; 2025Q4: 2,095 shares; 2026Q1: 3,911 shares 3,911$2.67M0.01%+1,816Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 4,096 shares; 2025Q2: 4,123 shares; 2025Q3: 4,124 shares; 2025Q4: 4,053 shares; 2026Q1: 4,432 shares 4,432$2.65M0.01%+379Timeline
LMRILUMEXA IMAGING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,000 shares; 2026Q1: 305,577 shares 305,577$2.63M0.01%+200,577Timeline
SAFTSAFETY INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,196 shares; 2024Q4: 43,507 shares; 2025Q1: 40,523 shares; 2025Q2: 42,027 shares; 2025Q3: 36,198 shares; 2025Q4: 35,540 shares; 2026Q1: 35,511 shares 35,511$2.58M0.01%-29Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,224 shares; 2024Q4: 154,651 shares; 2025Q1: 30,803 shares; 2025Q2: 28,669 shares; 2025Q3: 27,296 shares; 2025Q4: 22,022 shares; 2026Q1: 19,430 shares 19,430$2.57M0.01%-2,592Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,409 shares; 2024Q4: 52,589 shares; 2025Q1: 26,518 shares; 2025Q2: 27,073 shares; 2025Q3: 25,301 shares; 2025Q4: 35,396 shares; 2026Q1: 28,091 shares 28,091$2.49M0.01%-7,305Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 24,439 shares; 2025Q1: 25,401 shares; 2025Q2: 30,169 shares; 2025Q3: 33,114 shares; 2025Q4: 26,709 shares; 2026Q1: 24,692 shares 24,692$2.48M0.01%-2,017Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,216 shares; 2024Q4: 29,787 shares; 2025Q1: 25,883 shares; 2025Q2: 11,759 shares; 2025Q3: 12,153 shares; 2025Q4: 12,189 shares; 2026Q1: 14,495 shares 14,495$2.48M0.01%+2,306Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,482 shares; 2024Q4: 108,708 shares; 2025Q1: 98,721 shares; 2025Q2: 89,970 shares; 2025Q3: 77,033 shares; 2025Q4: 74,411 shares; 2026Q1: 7,496 shares 7,496$2.47M0.01%-66,915Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,511 shares; 2024Q4: 14,271 shares; 2025Q1: 16,078 shares; 2025Q2: 17,057 shares; 2025Q3: 17,018 shares; 2025Q4: 15,509 shares; 2026Q1: 16,759 shares 16,759$2.45M0.01%+1,250Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: 18,016 shares; 2025Q1: 19,793 shares; 2025Q2: 29,577 shares; 2025Q3: 30,165 shares; 2025Q4: 30,298 shares; 2026Q1: 41,165 shares 41,165$2.41M0.01%+10,867Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 16,994 shares; 2025Q1: 14,785 shares; 2025Q2: 11,212 shares; 2025Q3: 9,629 shares; 2025Q4: 12,754 shares; 2026Q1: 8,817 shares 8,817$2.4M0.01%-3,937Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,416 shares; 2024Q4: 14,341 shares; 2025Q1: 16,170 shares; 2025Q2: 18,239 shares; 2025Q3: 18,746 shares; 2025Q4: 15,829 shares; 2026Q1: 15,670 shares 15,670$2.35M0.01%-159Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,388 shares; 2024Q4: 35,851 shares; 2025Q1: 31,101 shares; 2025Q2: 40,426 shares; 2025Q3: 32,943 shares; 2025Q4: 26,704 shares; 2026Q1: 24,497 shares 24,497$2.31M0.01%-2,207Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 6,961 shares; 2025Q1: 6,723 shares; 2025Q2: 7,098 shares; 2025Q3: 6,874 shares; 2025Q4: 7,102 shares; 2026Q1: 7,102 shares 7,102$2.28M0.01%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,539 shares; 2025Q1: 5,422 shares; 2025Q2: 5,426 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares; 2026Q1: 6,197 shares 6,197$2.21M0.01%+775Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,634 shares; 2025Q1: 3,142 shares; 2025Q2: 3,144 shares; 2025Q3: 3,145 shares; 2025Q4: 3,146 shares; 2026Q1: 15,445 shares 15,445$2.2M0.01%+12,299Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3$2.15M0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 436 shares; 2025Q1: 396 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 8,586 shares; 2026Q1: 4,938 shares 4,938$2.14M0.01%-3,648Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,187 shares; 2024Q4: 100,128 shares; 2025Q1: 126,099 shares; 2025Q2: 126,106 shares; 2025Q3: 112,227 shares; 2025Q4: 90,258 shares; 2026Q1: 81,000 shares 81,000$2.13M0.01%-9,258Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 1,689 shares; 2025Q2: 2,128 shares; 2025Q3: 2,534 shares; 2025Q4: 3,893 shares; 2026Q1: 9,086 shares 9,086$2.09M0.01%+5,193Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,311 shares; 2024Q4: 30,777 shares; 2025Q1: 43,438 shares; 2025Q2: 37,621 shares; 2025Q3: 37,441 shares; 2025Q4: 36,816 shares; 2026Q1: 27,995 shares 27,995$2.01M0.01%-8,821Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,804 shares 52,804$2.01M0.01%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly 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: 42,557 shares; 2026Q1: 52,035 shares 52,035$2M0.01%+9,478Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,300 shares; 2024Q4: 37,762 shares; 2025Q1: 41,354 shares; 2025Q2: 44,919 shares; 2025Q3: 45,000 shares; 2025Q4: 44,407 shares; 2026Q1: 27,802 shares 27,802$1.97M0.01%-16,605Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,114 shares; 2024Q4: 19,719 shares; 2025Q1: 17,745 shares; 2025Q2: 17,951 shares; 2025Q3: 23,858 shares; 2025Q4: 21,806 shares; 2026Q1: 34,700 shares 34,700$1.94M0.01%+12,894Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 13,518 shares; 2025Q4: 13,401 shares; 2026Q1: 10,630 shares 10,630$1.91M0.01%-2,771Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,370 shares; 2025Q3: 3,386 shares; 2025Q4: 3,303 shares; 2026Q1: 3,303 shares 3,303$1.91M0.01%0Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 60 shares; 2025Q1: 1,075 shares; 2025Q2: 1,439 shares; 2025Q3: 2,954 shares; 2025Q4: 4,431 shares; 2026Q1: 16,741 shares 16,741$1.88M0.01%+12,310Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 25,291 shares; 2025Q1: 22,303 shares; 2025Q2: 23,806 shares; 2025Q3: 23,810 shares; 2025Q4: 22,830 shares; 2026Q1: 23,077 shares 23,077$1.87M0.01%+247Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906$1.85M0.01%0Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,127 shares; 2025Q2: 84,655 shares; 2025Q3: 97,637 shares; 2025Q4: 102,967 shares; 2026Q1: 111,623 shares 111,623$1.66M<0.01%+8,656Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 290 shares; 2025Q1: 4,817 shares; 2025Q2: 5,211 shares; 2025Q3: 3,631 shares; 2025Q4: 3,644 shares; 2026Q1: 4,861 shares 4,861$1.64M<0.01%+1,217Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 991 shares; 2025Q1: 955 shares; 2025Q2: 1,330 shares; 2025Q3: 3,522 shares; 2025Q4: 7,088 shares; 2026Q1: 14,279 shares 14,279$1.64M<0.01%+7,191Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 638 shares; 2025Q1: 462 shares; 2025Q2: 353 shares; 2025Q3: 232 shares; 2025Q4: 169 shares; 2026Q1: 483 shares 483$1.63M<0.01%+314Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 18,437 shares; 2025Q1: 18,437 shares; 2025Q2: 18,437 shares; 2025Q3: 18,437 shares; 2025Q4: 17,369 shares; 2026Q1: 18,371 shares 18,371$1.59M<0.01%+1,002Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,360 shares; 2024Q4: 1,025 shares; 2025Q1: 2,941 shares; 2025Q2: 3,524 shares; 2025Q3: 8,670 shares; 2025Q4: 12,583 shares; 2026Q1: 19,714 shares 19,714$1.58M<0.01%+7,131Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,387 shares; 2024Q4: 33,657 shares; 2025Q1: 33,427 shares; 2025Q2: 31,695 shares; 2025Q3: 28,632 shares; 2025Q4: 27,385 shares; 2026Q1: 25,440 shares 25,440$1.57M<0.01%-1,945Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,388 shares; 2024Q4: 458,743 shares; 2025Q1: 442,143 shares; 2025Q2: 324,098 shares; 2025Q3: 319,465 shares; 2025Q4: 309,049 shares; 2026Q1: 29,669 shares 29,669$1.57M<0.01%-279,380Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,739 shares 23,739$1.54M<0.01%newTimeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 1,158 shares; 2025Q3: 5,610 shares; 2025Q4: 8,195 shares; 2026Q1: 16,740 shares 16,740$1.51M<0.01%+8,545Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,655 shares; 2024Q4: 52,748 shares; 2025Q1: 49,700 shares; 2025Q2: 55,340 shares; 2025Q3: 55,430 shares; 2025Q4: 53,582 shares; 2026Q1: 52,317 shares 52,317$1.47M<0.01%-1,265Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,772 shares; 2024Q4: 10,156 shares; 2025Q1: 7,937 shares; 2025Q2: 7,247 shares; 2025Q3: 7,310 shares; 2025Q4: 7,207 shares; 2026Q1: 9,727 shares 9,727$1.41M<0.01%+2,520Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,634 shares; 2025Q1: 5,621 shares; 2025Q2: 5,759 shares; 2025Q3: 5,566 shares; 2025Q4: 5,427 shares; 2026Q1: 5,421 shares 5,421$1.41M<0.01%-6Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,541 shares; 2025Q1: 13,785 shares; 2025Q2: 13,156 shares; 2025Q3: 8,712 shares; 2025Q4: 7,909 shares; 2026Q1: 8,188 shares 8,188$1.39M<0.01%+279Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 541 shares; 2025Q1: 2,189 shares; 2025Q2: 2,475 shares; 2025Q3: 4,369 shares; 2025Q4: 7,471 shares; 2026Q1: 16,641 shares 16,641$1.38M<0.01%+9,170Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 114 shares; 2025Q1: 670 shares; 2025Q2: 962 shares; 2025Q3: 1,646 shares; 2025Q4: 2,027 shares; 2026Q1: 2,421 shares 2,421$1.36M<0.01%+394Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,510 shares; 2025Q1: 9,025 shares; 2025Q2: 9,080 shares; 2025Q3: 9,052 shares; 2025Q4: 8,774 shares; 2026Q1: 8,890 shares 8,890$1.36M<0.01%+116Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,384 shares; 2025Q2: 11,263 shares; 2025Q3: 12,931 shares; 2025Q4: 14,288 shares; 2026Q1: 12,628 shares 12,628$1.35M<0.01%-1,660Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 2,201 shares; 2025Q1: 10,708 shares; 2025Q2: 11,904 shares; 2025Q3: 22,162 shares; 2025Q4: 36,121 shares; 2026Q1: 54,893 shares 54,893$1.31M<0.01%+18,772Timeline
SYNASYNAPTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 6,087 shares; 2025Q2: 6,664 shares; 2025Q3: 6,616 shares; 2025Q4: 12,866 shares; 2026Q1: 18,626 shares 18,626$1.3M<0.01%+5,760Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,819 shares; 2024Q4: 26,389 shares; 2025Q1: 26,126 shares; 2025Q2: 21,375 shares; 2025Q3: 18,459 shares; 2025Q4: 14,662 shares; 2026Q1: 22,504 shares 22,504$1.3M<0.01%+7,842Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,047 shares; 2026Q1: 14,508 shares 14,508$1.28M<0.01%+2,461Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,466 shares; 2024Q4: 25,462 shares; 2025Q1: 24,681 shares; 2025Q2: 14,997 shares; 2025Q3: 14,972 shares; 2025Q4: 14,714 shares; 2026Q1: 10,537 shares 10,537$1.28M<0.01%-4,177Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,916 shares; 2024Q4: 79,097 shares; 2025Q1: 45,682 shares; 2025Q2: 8,173 shares; 2025Q3: 8,089 shares; 2025Q4: 8,078 shares; 2026Q1: 8,110 shares 8,110$1.26M<0.01%+32Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 712 shares; 2025Q1: 4,074 shares; 2025Q2: 4,565 shares; 2025Q3: 5,057 shares; 2025Q4: 8,137 shares; 2026Q1: 12,207 shares 12,207$1.25M<0.01%+4,070Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 10,544 shares; 2025Q1: 10,228 shares; 2025Q2: 8,927 shares; 2025Q3: 7,942 shares; 2025Q4: 8,214 shares; 2026Q1: 8,546 shares 8,546$1.25M<0.01%+332Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 3,764 shares; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 2,850 shares 2,850$1.21M<0.01%-211Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,937 shares; 2025Q4: 16,935 shares; 2026Q1: 29,534 shares 29,534$1.2M<0.01%+12,599Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 23,748 shares; 2025Q2: 25,961 shares; 2025Q3: 31,757 shares; 2025Q4: 59,204 shares; 2026Q1: 90,428 shares 90,428$1.2M<0.01%+31,224Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,392 shares; 2025Q1: 1,387 shares; 2025Q2: 1,397 shares; 2025Q3: 1,423 shares; 2025Q4: 1,428 shares; 2026Q1: 1,205 shares 1,205$1.2M<0.01%-223Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,000 shares 36,000$1.19M<0.01%newTimeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 40,295 shares; 2025Q3: 47,585 shares; 2025Q4: 50,378 shares; 2026Q1: 54,607 shares 54,607$1.18M<0.01%+4,229Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,250 shares; 2025Q1: 15,528 shares; 2025Q2: 15,015 shares; 2025Q3: 15,338 shares; 2025Q4: 14,337 shares; 2026Q1: 14,337 shares 14,337$1.18M<0.01%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 1,196 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 14,861 shares 14,861$1.18M<0.01%+13,857Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,564 shares; 2024Q4: 16,661 shares; 2025Q1: 17,265 shares; 2025Q2: 14,808 shares; 2025Q3: 13,045 shares; 2025Q4: 16,612 shares; 2026Q1: 17,346 shares 17,346$1.17M<0.01%+734Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,937 shares; 2025Q3: 5,939 shares; 2025Q4: 5,603 shares; 2026Q1: 5,600 shares 5,600$1.16M<0.01%-3Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,673 shares; 2025Q4: 2,613 shares; 2026Q1: 2,613 shares 2,613$1.14M<0.01%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 1,979 shares; 2025Q2: 2,995 shares; 2025Q3: 3,449 shares; 2025Q4: 7,081 shares; 2026Q1: 9,109 shares 9,109$1.12M<0.01%+2,028Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,330 shares; 2024Q4: 31,857 shares; 2025Q1: 44,639 shares; 2025Q2: 68,618 shares; 2025Q3: 68,380 shares; 2025Q4: 66,060 shares; 2026Q1: 46,798 shares 46,798$1.12M<0.01%-19,262Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 841 shares; 2025Q1: 4,141 shares; 2025Q2: 4,636 shares; 2025Q3: 6,645 shares; 2025Q4: 11,066 shares; 2026Q1: 14,494 shares 14,494$1.11M<0.01%+3,428Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 70,918 shares; 2025Q3: 84,508 shares; 2025Q4: 89,588 shares; 2026Q1: 98,216 shares 98,216$1.11M<0.01%+8,628Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,131 shares; 2024Q4: 48,683 shares; 2025Q1: 39,338 shares; 2025Q2: 30,092 shares; 2025Q3: 31,009 shares; 2025Q4: 29,895 shares; 2026Q1: 21,284 shares 21,284$1.11M<0.01%-8,611Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,667 shares; 2024Q4: 25,773 shares; 2025Q1: 24,346 shares; 2025Q2: 23,068 shares; 2025Q3: 33,773 shares; 2025Q4: 22,809 shares; 2026Q1: 30,120 shares 30,120$1.11M<0.01%+7,311Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 1,460 shares; 2026Q1: 1,563 shares 1,563$1.09M<0.01%+103Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 1,019 shares; 2025Q2: 10,368 shares; 2025Q3: 12,046 shares; 2025Q4: 17,416 shares; 2026Q1: 18,880 shares 18,880$1.09M<0.01%+1,464Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,009 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$1.04M<0.01%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,672 shares; 2024Q4: 15,819 shares; 2025Q1: 14,525 shares; 2025Q2: 15,555 shares; 2025Q3: 3,218 shares; 2025Q4: 3,125 shares; 2026Q1: 2,964 shares 2,964$975K<0.01%-161Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 2,279 shares; 2025Q2: 2,532 shares; 2025Q3: 1,811 shares; 2025Q4: 2,944 shares; 2026Q1: 2,976 shares 2,976$960K<0.01%+32Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 4,521 shares; 2025Q1: 18,762 shares; 2025Q2: 20,845 shares; 2025Q3: 21,701 shares; 2025Q4: 32,673 shares; 2026Q1: 50,579 shares 50,579$952K<0.01%+17,906Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,585 shares; 2024Q4: 4,739 shares; 2025Q1: 3,941 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 8,705 shares; 2026Q1: 10,223 shares 10,223$923K<0.01%+1,518Timeline
KNRGSIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 36,335 shares 36,335$922K<0.01%newTimeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 36,128 shares; 2025Q3: 41,700 shares; 2025Q4: 60,168 shares; 2026Q1: 44,280 shares 44,280$917K<0.01%-15,888Timeline
CAPEDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,864 shares; 2024Q4: 28,871 shares; 2025Q1: 28,824 shares; 2025Q2: 28,845 shares; 2025Q3: 28,870 shares; 2025Q4: 28,932 shares; 2026Q1: 28,932 shares 28,932$894K<0.01%0Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 2,326 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,422 shares; 2025Q4: 13,152 shares; 2026Q1: 13,871 shares 13,871$889K<0.01%+719Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,858 shares; 2024Q4: 13,662 shares; 2025Q1: 13,506 shares; 2025Q2: 13,949 shares; 2025Q3: 17,451 shares; 2025Q4: 16,032 shares; 2026Q1: 15,868 shares 15,868$876K<0.01%-164Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 2,107 shares; 2025Q1: 8,925 shares; 2025Q2: 5,691 shares; 2025Q3: 2,642 shares; 2025Q4: 4,172 shares; 2026Q1: 9,581 shares 9,581$872K<0.01%+5,409Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 9,458 shares; 2025Q1: 11,464 shares; 2025Q2: 19,138 shares; 2025Q3: 10,718 shares; 2025Q4: 10,353 shares; 2026Q1: 10,243 shares 10,243$867K<0.01%-110Timeline
DBDEUTSCHE BK AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 4,259 shares; 2025Q2: 35,890 shares; 2025Q3: 41,845 shares; 2025Q4: 44,131 shares; 2026Q1: 28,443 shares 28,443$847K<0.01%-15,688Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 746 shares; 2025Q1: 7,032 shares; 2025Q2: 9,891 shares; 2025Q3: 11,880 shares; 2025Q4: 23,827 shares; 2026Q1: 43,673 shares 43,673$801K<0.01%+19,846Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1,517 shares; 2025Q1: 11,415 shares; 2025Q2: 12,595 shares; 2025Q3: 12,254 shares; 2025Q4: 19,964 shares; 2026Q1: 25,660 shares 25,660$788K<0.01%+5,696Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,931 shares; 2025Q1: 1,846 shares; 2025Q2: 1,815 shares; 2025Q3: 1,612 shares; 2025Q4: 1,405 shares; 2026Q1: 799 shares 799$783K<0.01%-606Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 190 shares; 2025Q1: 139 shares; 2025Q2: 304 shares; 2025Q3: 309 shares; 2025Q4: 331 shares; 2026Q1: 12,055 shares 12,055$756K<0.01%+11,724Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 10,097 shares; 2025Q1: 6,845 shares; 2025Q2: 7,226 shares; 2025Q3: 6,864 shares; 2025Q4: 8,332 shares; 2026Q1: 7,454 shares 7,454$750K<0.01%-878Timeline
ADEAADEIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,367 shares; 2025Q1: 12,628 shares; 2025Q2: 13,945 shares; 2025Q3: 13,966 shares; 2025Q4: 19,768 shares; 2026Q1: 31,155 shares 31,155$749K<0.01%+11,387Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 5,711 shares; 2025Q1: 2,745 shares; 2025Q2: 1,505 shares; 2025Q3: 741 shares; 2025Q4: 6,084 shares; 2026Q1: 3,430 shares 3,430$745K<0.01%-2,654Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,361 shares; 2025Q1: 3,312 shares; 2025Q2: 29,670 shares; 2025Q3: 26,446 shares; 2025Q4: 24,619 shares; 2026Q1: 11,750 shares 11,750$719K<0.01%-12,869Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 18,522 shares; 2025Q1: 10,198 shares; 2025Q2: 5,485 shares; 2025Q3: 5,049 shares; 2025Q4: 9,548 shares; 2026Q1: 3,486 shares 3,486$717K<0.01%-6,062Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 136 shares; 2025Q1: 3,796 shares; 2025Q2: 4,747 shares; 2025Q3: 6,559 shares; 2025Q4: 9,705 shares; 2026Q1: 22,234 shares 22,234$712K<0.01%+12,529Timeline
TLKTELEKOMUNIKASI INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,435 shares; 2024Q4: 27,287 shares; 2025Q1: 33,671 shares; 2025Q2: 42,321 shares; 2025Q3: 42,332 shares; 2025Q4: 40,903 shares; 2026Q1: 38,079 shares 38,079$711K<0.01%-2,824Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,346 shares; 2025Q1: 2,421 shares; 2025Q2: 2,489 shares; 2025Q3: 2,391 shares; 2025Q4: 2,382 shares; 2026Q1: 3,807 shares 3,807$711K<0.01%+1,425Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 11,667 shares; 2025Q1: 11,173 shares; 2025Q2: 8,577 shares; 2025Q3: 7,155 shares; 2025Q4: 5,842 shares; 2026Q1: 2,305 shares 2,305$701K<0.01%-3,537Timeline
KYNKAYNE ANDERSON ENERGY INFRSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,797 shares; 2024Q4: 60,838 shares; 2025Q1: 62,378 shares; 2025Q2: 63,615 shares; 2025Q3: 64,855 shares; 2025Q4: 47,563 shares; 2026Q1: 48,444 shares 48,444$692K<0.01%+881Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 1,635 shares; 2025Q3: 1,984 shares; 2025Q4: 2,106 shares; 2026Q1: 2,279 shares 2,279$677K<0.01%+173Timeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 1,201 shares; 2025Q2: 7,939 shares; 2025Q3: 8,396 shares; 2025Q4: 8,868 shares; 2026Q1: 9,727 shares 9,727$675K<0.01%+859Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 14 shares; 2025Q1: 1 shares; 2025Q2: 8,971 shares; 2025Q3: 7,656 shares; 2025Q4: 5,591 shares; 2026Q1: 2,476 shares 2,476$671K<0.01%-3,115Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 890 shares; 2025Q1: 1,719 shares; 2025Q2: 1,869 shares; 2025Q3: 1,880 shares; 2025Q4: 2,683 shares; 2026Q1: 4,178 shares 4,178$670K<0.01%+1,495Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,585 shares; 2024Q4: 44,714 shares; 2025Q1: 34,812 shares; 2025Q2: 28,687 shares; 2025Q3: 22,062 shares; 2025Q4: 18,572 shares; 2026Q1: 9,368 shares 9,368$668K<0.01%-9,204Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,494 shares; 2025Q1: 9,109 shares; 2025Q2: 8,058 shares; 2025Q3: 8,301 shares; 2025Q4: 7,544 shares; 2026Q1: 7,112 shares 7,112$661K<0.01%-432Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,149 shares; 2024Q4: 18,295 shares; 2025Q1: 15,855 shares; 2025Q2: 14,493 shares; 2025Q3: 13,754 shares; 2025Q4: 11,284 shares; 2026Q1: 9,621 shares 9,621$650K<0.01%-1,663Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 244 shares; 2025Q1: 2,216 shares; 2025Q2: 6,530 shares; 2025Q3: 11,595 shares; 2025Q4: 9,395 shares; 2026Q1: 11,362 shares 11,362$640K<0.01%+1,967Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,048 shares; 2025Q1: 3,558 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,069 shares; 2026Q1: 3,188 shares 3,188$626K<0.01%+119Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 8,060 shares; 2025Q1: 8,358 shares; 2025Q2: 7,990 shares; 2025Q3: 8,339 shares; 2025Q4: 13,167 shares; 2026Q1: 6,650 shares 6,650$620K<0.01%-6,517Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,409 shares; 2024Q4: 27,079 shares; 2025Q1: 25,685 shares; 2025Q2: 23,881 shares; 2025Q3: 7,377 shares; 2025Q4: 6,454 shares; 2026Q1: 2,980 shares 2,980$617K<0.01%-3,474Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 1,056 shares; 2025Q1: 5,285 shares; 2025Q2: 5,908 shares; 2025Q3: 4,647 shares; 2025Q4: 7,314 shares; 2026Q1: 9,889 shares 9,889$612K<0.01%+2,575Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 17,520 shares; 2025Q1: 16,576 shares; 2025Q2: 19,928 shares; 2025Q3: 17,547 shares; 2025Q4: 14,262 shares; 2026Q1: 5,659 shares 5,659$601K<0.01%-8,603Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 32 shares; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: 22 shares; 2025Q4: 1,752 shares; 2026Q1: 3,913 shares 3,913$588K<0.01%+2,161Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,063 shares; 2024Q4: 15,462 shares; 2025Q1: 14,537 shares; 2025Q2: 14,562 shares; 2025Q3: 14,515 shares; 2025Q4: 13,440 shares; 2026Q1: 13,864 shares 13,864$586K<0.01%+424Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 154 shares; 2025Q1: 660 shares; 2025Q2: 743 shares; 2025Q3: 723 shares; 2025Q4: 1,127 shares; 2026Q1: 1,466 shares 1,466$581K<0.01%+339Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,164 shares; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 3,875 shares; 2025Q4: 3,665 shares; 2026Q1: 3,353 shares 3,353$566K<0.01%-312Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 9,946 shares; 2025Q1: 8,847 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 8,847 shares 8,847$565K<0.01%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,563 shares; 2024Q4: 60,354 shares; 2025Q1: 55,485 shares; 2025Q2: 42,843 shares; 2025Q3: 40,473 shares; 2025Q4: 28,813 shares; 2026Q1: 2,779 shares 2,779$565K<0.01%-26,034Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,417 shares; 2024Q4: 19,387 shares; 2025Q1: 15,160 shares; 2025Q2: 12,621 shares; 2025Q3: 9,775 shares; 2025Q4: 8,305 shares; 2026Q1: 4,428 shares 4,428$560K<0.01%-3,877Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,198 shares; 2024Q4: 32,986 shares; 2025Q1: 31,769 shares; 2025Q2: 30,863 shares; 2025Q3: 27,198 shares; 2025Q4: 21,696 shares; 2026Q1: 8,941 shares 8,941$558K<0.01%-12,755Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,899 shares; 2024Q4: 292,374 shares; 2025Q1: 274,034 shares; 2025Q2: 262,619 shares; 2025Q3: 256,815 shares; 2025Q4: 7,739 shares; 2026Q1: 9,084 shares 9,084$547K<0.01%+1,345Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 785 shares; 2025Q1: 533 shares; 2025Q2: 674 shares; 2025Q3: 1,389 shares; 2025Q4: 3,743 shares; 2026Q1: 4,209 shares 4,209$542K<0.01%+466Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,875 shares; 2024Q4: 56,935 shares; 2025Q1: 63,518 shares; 2025Q2: 62,414 shares; 2025Q3: 54,954 shares; 2025Q4: 39,301 shares; 2026Q1: 19,693 shares 19,693$538K<0.01%-19,608Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,899 shares; 2024Q4: 18,126 shares; 2025Q1: 12,528 shares; 2025Q2: 8,101 shares; 2025Q3: 5,520 shares; 2025Q4: 4,095 shares; 2026Q1: 3,200 shares 3,200$529K<0.01%-895Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 12,891 shares; 2025Q1: 12,093 shares; 2025Q2: 12,171 shares; 2025Q3: 12,170 shares; 2025Q4: 11,769 shares; 2026Q1: 10,773 shares 10,773$519K<0.01%-996Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 660 shares; 2026Q1: 2,114 shares 2,114$516K<0.01%+1,454Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 16,539 shares; 2025Q1: 15,972 shares; 2025Q2: 15,622 shares; 2025Q3: 13,402 shares; 2025Q4: 10,835 shares; 2026Q1: 4,200 shares 4,200$513K<0.01%-6,635Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares 4,437$502K<0.01%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,359 shares; 2024Q4: 929 shares; 2025Q1: 820 shares; 2025Q2: 839 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 2,489 shares 2,489$492K<0.01%+1,666Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 24,302 shares; 2025Q1: 33,839 shares; 2025Q2: 34,015 shares; 2025Q3: 34,015 shares; 2025Q4: 32,861 shares; 2026Q1: 32,529 shares 32,529$489K<0.01%-332Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,614 shares; 2025Q1: 2,581 shares; 2025Q2: 2,078 shares; 2025Q3: 2,453 shares; 2025Q4: 2,412 shares; 2026Q1: 2,387 shares 2,387$486K<0.01%-25Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,065 shares; 2025Q1: 6,085 shares; 2025Q2: 5,831 shares; 2025Q3: 5,841 shares; 2025Q4: 6,873 shares; 2026Q1: 3,263 shares 3,263$477K<0.01%-3,610Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,524 shares; 2025Q1: 12,310 shares; 2025Q2: 28,202 shares; 2025Q3: 11,121 shares; 2025Q4: 10,362 shares; 2026Q1: 10,034 shares 10,034$472K<0.01%-328Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 10,508 shares; 2025Q1: 13,194 shares; 2025Q2: 9,538 shares; 2025Q3: 8,603 shares; 2025Q4: 6,024 shares; 2026Q1: 2,707 shares 2,707$467K<0.01%-3,317Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 4,984 shares 4,984$460K<0.01%+4,774Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 2,676 shares; 2025Q2: 25,887 shares; 2025Q3: 29,884 shares; 2025Q4: 22,239 shares; 2026Q1: 13,304 shares 13,304$441K<0.01%-8,935Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 516 shares; 2025Q2: 569 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 1,508 shares 1,508$436K<0.01%+1,500Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 9,534 shares; 2025Q1: 15,992 shares; 2025Q2: 11,609 shares; 2025Q3: 7,041 shares; 2025Q4: 8,732 shares; 2026Q1: 4,282 shares 4,282$431K<0.01%-4,450Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 12,481 shares; 2025Q1: 9,021 shares; 2025Q2: 5,605 shares; 2025Q3: 3,720 shares; 2025Q4: 2,747 shares; 2026Q1: 1,364 shares 1,364$429K<0.01%-1,383Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 7,080 shares; 2025Q2: 8,061 shares; 2025Q3: 8,042 shares; 2025Q4: 12,730 shares; 2026Q1: 11,347 shares 11,347$422K<0.01%-1,383Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 5,106 shares; 2025Q2: 5,106 shares; 2025Q3: 5,106 shares; 2025Q4: 5,106 shares; 2026Q1: 5,106 shares 5,106$404K<0.01%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,082 shares 3,082$404K<0.01%newTimeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,999 shares; 2024Q4: 16,287 shares; 2025Q1: 15,431 shares; 2025Q2: 15,555 shares; 2025Q3: 15,555 shares; 2025Q4: 14,560 shares; 2026Q1: 14,421 shares 14,421$395K<0.01%-139Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,448 shares; 2024Q4: 212,165 shares; 2025Q1: 200,884 shares; 2025Q2: 182,863 shares; 2025Q3: 873 shares; 2025Q4: 2,215 shares; 2026Q1: 3,095 shares 3,095$391K<0.01%+880Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700$378K<0.01%0Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,305 shares 12,305$376K<0.01%newTimeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 144 shares; 2025Q1: 126 shares; 2025Q2: 138 shares; 2025Q3: 127 shares; 2025Q4: 130 shares; 2026Q1: 1,076 shares 1,076$372K<0.01%+946Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,413 shares; 2025Q1: 2,400 shares; 2025Q2: 4,070 shares; 2025Q3: 4,089 shares; 2025Q4: 2,432 shares; 2026Q1: 2,425 shares 2,425$352K<0.01%-7Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 180 shares; 2025Q1: 950 shares; 2025Q2: 1,042 shares; 2025Q3: 1,025 shares; 2025Q4: 1,550 shares; 2026Q1: 7,399 shares 7,399$351K<0.01%+5,849Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,455 shares; 2025Q1: 2,400 shares; 2025Q2: 2,678 shares; 2025Q3: 2,679 shares; 2025Q4: 2,407 shares; 2026Q1: 2,661 shares 2,661$349K<0.01%+254Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 6,505 shares; 2025Q3: 6,505 shares; 2025Q4: 6,333 shares; 2026Q1: 6,333 shares 6,333$343K<0.01%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,601 shares; 2025Q1: 2,574 shares; 2025Q2: 2,865 shares; 2025Q3: 2,872 shares; 2025Q4: 2,707 shares; 2026Q1: 2,601 shares 2,601$341K<0.01%-106Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,258 shares; 2024Q4: 15,266 shares; 2025Q1: 12,088 shares; 2025Q2: 10,778 shares; 2025Q3: 8,876 shares; 2025Q4: 8,878 shares; 2026Q1: 5,454 shares 5,454$336K<0.01%-3,424Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 251 shares; 2025Q1: 302 shares; 2025Q2: 331 shares; 2025Q3: 149 shares; 2025Q4: 134 shares; 2026Q1: 1,279 shares 1,279$329K<0.01%+1,145Timeline
FPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050$326K<0.01%0Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 659 shares 659$324K<0.01%+653Timeline
CTRECARETRUST REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,800 shares; 2026Q1: 8,801 shares 8,801$323K<0.01%-12,999Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,065 shares; 2025Q1: 5,153 shares; 2025Q2: 1,015 shares; 2025Q3: 1,238 shares; 2025Q4: 922 shares; 2026Q1: 952 shares 952$322K<0.01%+30Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,065 shares; 2025Q1: 5,890 shares; 2025Q2: 6,467 shares; 2025Q3: 6,079 shares; 2025Q4: 7,365 shares; 2026Q1: 3,409 shares 3,409$318K<0.01%-3,956Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 61 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 6,255 shares 6,255$317K<0.01%+6,237Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 3,758 shares; 2025Q1: 2,680 shares; 2025Q2: 2,497 shares; 2025Q3: 1,854 shares; 2025Q4: 4,593 shares; 2026Q1: 1,101 shares 1,101$316K<0.01%-3,492Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 326 shares; 2025Q1: 295 shares; 2025Q2: 297 shares; 2025Q3: 160 shares; 2025Q4: 166 shares; 2026Q1: 1,391 shares 1,391$315K<0.01%+1,225Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802$308K<0.01%0Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$299K<0.01%0Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030$293K<0.01%0Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,997 shares 10,997$292K<0.01%newTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 9,640 shares; 2025Q1: 9,640 shares; 2025Q2: 9,640 shares; 2025Q3: 9,640 shares; 2025Q4: 7,299 shares; 2026Q1: 7,299 shares 7,299$284K<0.01%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462$280K<0.01%0Timeline
AGGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 1,554 shares; 2026Q1: 2,679 shares 2,679$279K<0.01%+1,125Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 1,683 shares 1,683$276K<0.01%+1,677Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares 11,615$274K<0.01%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 64 shares 64$273K<0.01%+54Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,590 shares; 2025Q2: 4,280 shares; 2025Q3: 2,810 shares; 2025Q4: 2,047 shares; 2026Q1: 1,393 shares 1,393$273K<0.01%-654Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares 1,057$270K<0.01%0Timeline
EUFNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,683 shares; 2025Q3: 7,683 shares; 2025Q4: 7,683 shares; 2026Q1: 7,683 shares 7,683$267K<0.01%0Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269,389 shares; 2024Q4: 5,194,451 shares; 2025Q1: 1,861,941 shares; 2025Q2: 18,292 shares; 2025Q3: 14,833 shares; 2025Q4: 11,323 shares; 2026Q1: 4,352 shares 4,352$265K<0.01%-6,971Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 8,691 shares; 2025Q1: 8,353 shares; 2025Q2: 8,145 shares; 2025Q3: 7,217 shares; 2025Q4: 5,875 shares; 2026Q1: 1,092 shares 1,092$264K<0.01%-4,783Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900$261K<0.01%0Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 330 shares; 2026Q1: 2,470 shares 2,470$260K<0.01%+2,140Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares 3,469$256K<0.01%0Timeline
EEMSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616 shares; 2026Q1: 3,616 shares 3,616$248K<0.01%0Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 558 shares; 2025Q2: 560 shares; 2025Q3: 556 shares; 2025Q4: 560 shares; 2026Q1: 1,451 shares 1,451$248K<0.01%+891Timeline
XEVTXEATON VANCE TAX ADVT DIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$246K<0.01%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 121 shares; 2026Q1: 280 shares 280$237K<0.01%+159Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,879 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares 3,758$230K<0.01%0Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,977 shares; 2025Q1: 1,495 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,682 shares; 2026Q1: 1,721 shares 1,721$228K<0.01%+39Timeline
TENBTENABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 5,816 shares; 2025Q2: 6,396 shares; 2025Q3: 6,280 shares; 2025Q4: 8,624 shares; 2026Q1: 13,369 shares 13,369$226K<0.01%+4,745Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,527 shares; 2025Q1: 1,529 shares; 2025Q2: 1,535 shares; 2025Q3: 1,541 shares; 2025Q4: 1,553 shares; 2026Q1: 1,398 shares 1,398$217K<0.01%-155Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765$217K<0.01%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 7,755 shares; 2025Q1: 7,039 shares; 2025Q2: 7,039 shares; 2025Q3: 7,039 shares; 2025Q4: 7,039 shares; 2026Q1: 7,039 shares 7,039$216K<0.01%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,147 shares; 2025Q1: 1,052 shares; 2025Q2: 2,441 shares; 2025Q3: 2,446 shares; 2025Q4: 48 shares; 2026Q1: 3,584 shares 3,584$211K<0.01%+3,536Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CERTCERTARA INC876,762$7.72Mshares
FONRFONAR CORP251,350$4.67Mshares
AZNASTRAZENECA PLC-SPONS ADR24,560$2.26Mshares
MASIMASIMO CORP15,932$2.07Mshares
WINGWINGSTOP INC7,613$1.82Mshares
EWJISHARES INC14,075$1.13Mshares
DAVAENDAVA PLC99,381$628Kshares
EWSISHARES INC13,231$365Kshares
FTECFIDELITY COVINGTON TRUST901$202Kshares
SBACSBA COMMUNICATIONS CORP1,030$199Kshares
AZTAAZENTA INC5,539$184Kshares
SHLSSHOALS TECHNOLOGIES GROUP IN20,478$174Kshares
PFFISHARES TR4,627$143Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL320$143Kshares
MFCMANULIFE FINL CORP1,632$59.2Kshares
EGPEASTGROUP PPTYS INC232$41.3Kshares
CURVTORRID HLDGS INC35,000$34.2Kshares
ARWRARROWHEAD PHARMACEUTICALS IN438$29.1Kshares
IHAKISHARES TR600$28.9Kshares
EXASEXACT SCIENCES CORP200$20.3Kshares
CYTKCYTOKINETICS INC180$11.4Kshares
RVMDREVOLUTION MEDICINES INC129$10.3Kshares
SIRISIRIUSXM HOLDINGS INC420$8.4Kshares
BXMXNUVEEN S&P 500 BUY-WRITE INCOM465$6.84Kshares
PBWINVESCO EXCHANGE TRADED FD T125$3.82Kshares
CUKCARNIVAL PLC105$3.19Kshares
CMACOMERICA INC30$2.61Kshares
FNFFIDELITY NATL FINL INC44$2.45Kshares
DKSDICKS SPORTING GOODS INC10$1.98Kshares
DOXAMDOCS LTD24$1.93Kshares
MMSMAXIMUS INC22$1.9Kshares
SUSUNCOR ENERGY INC NEW40$1.8Kshares
ATIATI INC15$1.72Kshares
COINCOINBASE GLOBAL INC7$1.67Kshares
KMBKIMBERLY-CLARK CORP15$1.54Kshares
CSLCARLISLE COS INC4$1.4Kshares
FSLRFIRST SOLAR INC5$1.39Kshares
OTEXOPEN TEXT CORP39$1.27Kshares
PYPLPAYPAL HLDGS INC21$1.25Kshares
WCNWASTE CONNECTIONS INC7$1.23Kshares
SWSMURFIT WESTROCK PLC30$1.16Kshares
SWKSTANLEY BLACK & DECKER INC15$1.11Kshares
GISGENERAL MILLS INC23$1.07Kshares
INVHINVITATION HOMES INC31$885shares
CHDCHURCH & DWIGHT CO INC10$839shares
CROXCROCS INC9$770shares
FBINFORTUNE BRANDS INNOVATIONS I15$750shares
WEXWEX INC5$745shares
LSCCLATTICE SEMICONDUCTOR CORP10$736shares
CRSPCRISPR THERAPEUTICS AG14$734shares
CUBICUSTOMERS BANCORP INC10$731shares
XPOXPO INC5$680shares
LYBLYONDELLBASELL INDUSTRIES NV15$669shares
MTHMERITAGE HOMES CORP10$658shares
MHOM/I HOMES INC5$640shares
FISFIDELITY NATL INFORMATION SV8$567shares
MATMATTEL INC23$456shares
FYBRFRONTIER COMMUNICATIONS PARE11$419shares
AMPHAMPHASTAR PHARMACEUTICALS IN15$402shares
FFWMFIRST FNDTN INC65$400shares
SPOKSPOK HLDGS INC30$396shares
KMXCARMAX INC10$386shares
GLOBGLOBANT S A5$327shares
FOURSHIFT4 PMTS INC5$315shares
HMCHONDA MOTOR CO LTD10$295shares
FMCFMC CORP21$293shares
RHIROBERT HALF INC.10$272shares
OMOUTSET MED INC66$245shares
KHCKRAFT HEINZ CO10$243shares
AWKAMERICAN WTR WKS CO INC NEW1$238shares
NWNNORTHWEST NAT HLDG CO5$234shares
DAYDAYFORCE INC3$207shares
MXCTMAXCYTE INC95$147shares
NVRNVR INC0$146shares
DOWDOW HLDGS INC5$135shares
TEAMATLASSIAN CORPORATION0$122shares
CHTRCHARTER COMMUNICATIONS INC0$75shares
ENTGENTEGRIS INC0$69shares
AREALEXANDRIA REAL ESTATE EQ IN0$20shares
VELOVELO3D INC1$14shares
EMBCEMBECTA CORP1$12shares
BIRDSMARTBIRD INC3$12shares
CTRACOTERRA ENERGY INC0$0shares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-009183 base2026-05-14acceptance time not in the bulk data set