IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660,421 shares; 2024Q4: 2,659,052 shares; 2025Q1: 2,681,759 shares; 2025Q2: 2,986,888 shares; 2025Q3: 3,116,790 shares; 2025Q4: 3,151,754 shares; 2026Q1: 3,182,076 shares 3,182,076 $2.08B 7.59% +30,322 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423,118 shares; 2024Q4: 5,330,040 shares; 2025Q1: 5,109,182 shares; 2025Q2: 4,928,727 shares; 2025Q3: 4,854,658 shares; 2025Q4: 4,849,893 shares; 2026Q1: 4,829,888 shares 4,829,888 $1.23B 4.48% -20,005 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769,827 shares; 2024Q4: 2,769,470 shares; 2025Q1: 2,721,486 shares; 2025Q2: 2,654,336 shares; 2025Q3: 2,624,499 shares; 2025Q4: 2,775,813 shares; 2026Q1: 2,771,373 shares 2,771,373 $1.03B 3.75% -4,440 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,629,571 shares; 2024Q4: 6,933,051 shares; 2025Q1: 7,221,923 shares; 2025Q2: 8,239,461 shares; 2025Q3: 8,668,135 shares; 2025Q4: 9,364,809 shares; 2026Q1: 10,187,432 shares 10,187,432 $922M 3.37% +822,623 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187,564 shares; 2024Q4: 6,129,084 shares; 2025Q1: 5,893,520 shares; 2025Q2: 5,623,731 shares; 2025Q3: 5,423,460 shares; 2025Q4: 5,331,643 shares; 2026Q1: 5,278,699 shares 5,278,699 $921M 3.36% -52,944 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318,703 shares; 2024Q4: 3,359,455 shares; 2025Q1: 3,265,667 shares; 2025Q2: 3,127,988 shares; 2025Q3: 3,060,171 shares; 2025Q4: 3,053,967 shares; 2026Q1: 3,032,274 shares 3,032,274 $872M 3.18% -21,693 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204,296 shares; 2024Q4: 3,216,046 shares; 2025Q1: 3,163,783 shares; 2025Q2: 3,128,005 shares; 2025Q3: 3,090,559 shares; 2025Q4: 3,079,223 shares; 2026Q1: 3,128,219 shares 3,128,219 $652M 2.38% +48,996 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,083,690 shares; 2024Q4: 9,240,107 shares; 2025Q1: 9,118,210 shares; 2025Q2: 9,041,121 shares; 2025Q3: 9,302,044 shares; 2025Q4: 9,057,211 shares; 2026Q1: 9,151,043 shares 9,151,043 $618M 2.26% +93,832 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733,904 shares; 2024Q4: 1,718,019 shares; 2025Q1: 1,701,615 shares; 2025Q2: 1,695,961 shares; 2025Q3: 1,670,744 shares; 2025Q4: 1,799,357 shares; 2026Q1: 1,788,071 shares 1,788,071 $526M 1.92% -11,286 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981,802 shares; 2024Q4: 1,932,096 shares; 2025Q1: 1,884,949 shares; 2025Q2: 1,811,881 shares; 2025Q3: 1,754,298 shares; 2025Q4: 1,713,996 shares; 2026Q1: 1,674,021 shares 1,674,021 $518M 1.89% -39,975 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899,565 shares; 2024Q4: 3,964,384 shares; 2025Q1: 3,555,712 shares; 2025Q2: 3,174,983 shares; 2025Q3: 2,868,882 shares; 2025Q4: 2,660,811 shares; 2026Q1: 2,522,985 shares 2,522,985 $484M 1.77% -137,826 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079,920 shares; 2024Q4: 6,063,030 shares; 2025Q1: 6,069,431 shares; 2025Q2: 5,531,918 shares; 2025Q3: 5,057,039 shares; 2025Q4: 4,912,457 shares; 2026Q1: 4,446,645 shares 4,446,645 $483M 1.76% -465,812 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764,664 shares; 2024Q4: 3,888,275 shares; 2025Q1: 3,799,295 shares; 2025Q2: 3,834,308 shares; 2025Q3: 3,777,756 shares; 2025Q4: 3,813,247 shares; 2026Q1: 3,838,937 shares 3,838,937 $477M 1.74% +25,690 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161,622 shares; 2024Q4: 6,908,531 shares; 2025Q1: 6,653,247 shares; 2025Q2: 6,647,285 shares; 2025Q3: 6,582,903 shares; 2025Q4: 6,283,595 shares; 2026Q1: 6,255,187 shares 6,255,187 $401M 1.46% -28,408 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,467 shares; 2024Q4: 567,320 shares; 2025Q1: 551,880 shares; 2025Q2: 562,657 shares; 2025Q3: 558,188 shares; 2025Q4: 569,337 shares; 2026Q1: 643,816 shares 643,816 $385M 1.41% +74,479 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,314 shares; 2024Q4: 505,726 shares; 2025Q1: 482,017 shares; 2025Q2: 442,585 shares; 2025Q3: 416,978 shares; 2025Q4: 407,149 shares; 2026Q1: 390,916 shares 390,916 $350M 1.28% -16,233 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,303 shares; 2025Q3: 25,129 shares; 2025Q4: 8,291,741 shares; 2026Q1: 12,454,472 shares 12,454,472 $347M 1.27% +4,162,731 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841,933 shares; 2024Q4: 3,936,591 shares; 2025Q1: 3,953,423 shares; 2025Q2: 3,843,692 shares; 2025Q3: 3,616,565 shares; 2025Q4: 2,320,620 shares; 2026Q1: 1,791,371 shares 1,791,371 $344M 1.26% -529,249 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,433 shares; 2024Q4: 340,017 shares; 2025Q1: 335,696 shares; 2025Q2: 329,911 shares; 2025Q3: 334,610 shares; 2025Q4: 335,004 shares; 2026Q1: 333,826 shares 333,826 $333M 1.21% -1,178 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258,419 shares; 2024Q4: 1,174,588 shares; 2025Q1: 1,140,610 shares; 2025Q2: 1,111,120 shares; 2025Q3: 1,171,414 shares; 2025Q4: 1,354,595 shares; 2026Q1: 1,351,637 shares 1,351,637 $330M 1.21% -2,958 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157,953 shares; 2024Q4: 3,262,769 shares; 2025Q1: 3,420,214 shares; 2025Q2: 3,623,080 shares; 2025Q3: 3,660,199 shares; 2025Q4: 3,708,150 shares; 2026Q1: 3,617,414 shares 3,617,414 $319M 1.16% -90,736 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494,683 shares; 2024Q4: 2,565,074 shares; 2025Q1: 2,661,893 shares; 2025Q2: 2,996,972 shares; 2025Q3: 3,147,806 shares; 2025Q4: 3,540,233 shares; 2026Q1: 3,946,368 shares 3,946,368 $275M 1.01% +406,135 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696,914 shares; 2024Q4: 680,400 shares; 2025Q1: 687,227 shares; 2025Q2: 653,857 shares; 2025Q3: 1,402,565 shares; 2025Q4: 1,474,710 shares; 2026Q1: 1,325,537 shares 1,325,537 $274M 1% -149,173 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,453 shares; 2024Q4: 834,007 shares; 2025Q1: 1,060,933 shares; 2025Q2: 1,051,771 shares; 2025Q3: 1,044,828 shares; 2025Q4: 1,053,057 shares; 2026Q1: 1,146,641 shares 1,146,641 $249M 0.91% +93,584 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285,559 shares; 2024Q4: 1,284,048 shares; 2025Q1: 1,278,180 shares; 2025Q2: 1,277,554 shares; 2025Q3: 1,256,268 shares; 2025Q4: 1,420,276 shares; 2026Q1: 1,420,818 shares 1,420,818 $241M 0.88% +542 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395,429 shares; 2024Q4: 3,573,779 shares; 2025Q1: 4,069,173 shares; 2025Q2: 4,347,755 shares; 2025Q3: 4,608,768 shares; 2025Q4: 4,503,887 shares; 2026Q1: 4,697,846 shares 4,697,846 $237M 0.86% +193,959 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,594 shares; 2024Q4: 441,517 shares; 2025Q1: 429,031 shares; 2025Q2: 427,686 shares; 2025Q3: 419,477 shares; 2025Q4: 418,519 shares; 2026Q1: 417,813 shares 417,813 $209M 0.76% -706 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296,455 shares; 2024Q4: 1,299,024 shares; 2025Q1: 1,281,553 shares; 2025Q2: 1,249,558 shares; 2025Q3: 1,212,535 shares; 2025Q4: 1,455,947 shares; 2026Q1: 1,414,098 shares 1,414,098 $204M 0.75% -41,849 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793,395 shares; 2024Q4: 793,101 shares; 2025Q1: 780,311 shares; 2025Q2: 764,221 shares; 2025Q3: 796,341 shares; 2025Q4: 730,817 shares; 2026Q1: 704,389 shares 704,389 $202M 0.74% -26,428 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827,198 shares; 2024Q4: 822,424 shares; 2025Q1: 824,111 shares; 2025Q2: 813,724 shares; 2025Q3: 799,292 shares; 2025Q4: 792,488 shares; 2026Q1: 787,623 shares 787,623 $195M 0.71% -4,865 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420,358 shares; 2024Q4: 3,458,616 shares; 2025Q1: 3,859,585 shares; 2025Q2: 3,808,627 shares; 2025Q3: 3,846,802 shares; 2025Q4: 3,905,829 shares; 2026Q1: 3,825,651 shares 3,825,651 $187M 0.68% -80,178 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,795 shares; 2024Q4: 314,668 shares; 2025Q1: 314,528 shares; 2025Q2: 304,407 shares; 2025Q3: 296,446 shares; 2025Q4: 289,098 shares; 2026Q1: 284,859 shares 284,859 $185M 0.68% -4,239 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355,392 shares; 2024Q4: 1,343,736 shares; 2025Q1: 1,318,031 shares; 2025Q2: 1,305,550 shares; 2025Q3: 1,275,965 shares; 2025Q4: 1,267,055 shares; 2026Q1: 1,228,349 shares 1,228,349 $181M 0.66% -38,706 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,454 shares; 2024Q4: 135,206 shares; 2025Q1: 134,482 shares; 2025Q2: 191,239 shares; 2025Q3: 220,875 shares; 2025Q4: 237,373 shares; 2026Q1: 241,629 shares 241,629 $171M 0.63% +4,256 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561,932 shares; 2024Q4: 1,527,161 shares; 2025Q1: 1,491,692 shares; 2025Q2: 1,464,361 shares; 2025Q3: 1,424,130 shares; 2025Q4: 1,776,791 shares; 2026Q1: 1,776,692 shares 1,776,692 $165M 0.6% -99 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981,155 shares; 2024Q4: 949,892 shares; 2025Q1: 961,703 shares; 2025Q2: 934,416 shares; 2025Q3: 929,139 shares; 2025Q4: 1,037,841 shares; 2026Q1: 1,053,501 shares 1,053,501 $164M 0.6% +15,660 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674,767 shares; 2024Q4: 1,701,258 shares; 2025Q1: 1,697,673 shares; 2025Q2: 1,626,319 shares; 2025Q3: 1,593,260 shares; 2025Q4: 1,585,269 shares; 2026Q1: 1,569,421 shares 1,569,421 $152M 0.56% -15,848 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730,657 shares; 2024Q4: 1,716,663 shares; 2025Q1: 1,698,074 shares; 2025Q2: 1,643,054 shares; 2025Q3: 1,578,799 shares; 2025Q4: 1,569,761 shares; 2026Q1: 1,567,151 shares 1,567,151 $152M 0.56% -2,610 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964,019 shares; 2024Q4: 1,949,912 shares; 2025Q1: 1,997,341 shares; 2025Q2: 1,915,569 shares; 2025Q3: 1,878,949 shares; 2025Q4: 1,920,748 shares; 2026Q1: 1,863,405 shares 1,863,405 $148M 0.54% -57,343 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828,667 shares; 2024Q4: 2,709,369 shares; 2025Q1: 2,621,603 shares; 2025Q2: 2,591,543 shares; 2025Q3: 2,559,355 shares; 2025Q4: 2,581,041 shares; 2026Q1: 2,658,888 shares 2,658,888 $144M 0.52% +77,847 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,850 shares; 2024Q4: 421,368 shares; 2025Q1: 413,086 shares; 2025Q2: 404,630 shares; 2025Q3: 406,113 shares; 2025Q4: 412,495 shares; 2026Q1: 423,584 shares 423,584 $139M 0.51% +11,089 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,449 shares; 2024Q4: 327,671 shares; 2025Q1: 314,900 shares; 2025Q2: 301,404 shares; 2025Q3: 290,694 shares; 2025Q4: 292,395 shares; 2026Q1: 279,710 shares 279,710 $137M 0.5% -12,685 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509,827 shares; 2024Q4: 2,492,190 shares; 2025Q1: 2,491,413 shares; 2025Q2: 2,370,703 shares; 2025Q3: 2,321,933 shares; 2025Q4: 2,349,630 shares; 2026Q1: 2,302,017 shares 2,302,017 $135M 0.49% -47,613 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,532 shares; 2024Q4: 708,933 shares; 2025Q1: 700,923 shares; 2025Q2: 660,091 shares; 2025Q3: 602,296 shares; 2025Q4: 586,109 shares; 2026Q1: 537,086 shares 537,086 $134M 0.49% -49,023 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,028 shares; 2024Q4: 974,064 shares; 2025Q1: 1,325,495 shares; 2025Q2: 1,318,355 shares; 2025Q3: 1,309,672 shares; 2025Q4: 1,306,493 shares; 2026Q1: 1,289,584 shares 1,289,584 $132M 0.48% -16,909 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805,463 shares; 2024Q4: 1,790,535 shares; 2025Q1: 1,773,865 shares; 2025Q2: 1,743,664 shares; 2025Q3: 1,706,483 shares; 2025Q4: 1,695,359 shares; 2026Q1: 1,691,810 shares 1,691,810 $131M 0.48% -3,549 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,661 shares; 2024Q4: 522,680 shares; 2025Q1: 516,445 shares; 2025Q2: 659,774 shares; 2025Q3: 729,641 shares; 2025Q4: 985,640 shares; 2026Q1: 988,630 shares 988,630 $130M 0.47% +2,990 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,158 shares; 2024Q4: 230,455 shares; 2025Q1: 232,394 shares; 2025Q2: 236,841 shares; 2025Q3: 237,501 shares; 2025Q4: 240,269 shares; 2026Q1: 257,475 shares 257,475 $123M 0.45% +17,206 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,289 shares; 2024Q4: 679,866 shares; 2025Q1: 668,582 shares; 2025Q2: 658,523 shares; 2025Q3: 636,761 shares; 2025Q4: 627,396 shares; 2026Q1: 625,713 shares 625,713 $121M 0.44% -1,683 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,673 shares; 2024Q4: 477,851 shares; 2025Q1: 539,598 shares; 2025Q2: 533,091 shares; 2025Q3: 526,136 shares; 2025Q4: 526,556 shares; 2026Q1: 522,623 shares 522,623 $118M 0.43% -3,933 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236,789 shares; 2024Q4: 3,827,693 shares; 2025Q1: 3,799,101 shares; 2025Q2: 3,808,299 shares; 2025Q3: 3,668,759 shares; 2025Q4: 3,556,662 shares; 2026Q1: 3,836,791 shares 3,836,791 $118M 0.43% +280,129 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,631 shares; 2024Q4: 406,221 shares; 2025Q1: 394,700 shares; 2025Q2: 388,606 shares; 2025Q3: 376,395 shares; 2025Q4: 370,150 shares; 2026Q1: 369,073 shares 369,073 $115M 0.42% -1,077 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943,930 shares; 2024Q4: 941,134 shares; 2025Q1: 922,807 shares; 2025Q2: 910,624 shares; 2025Q3: 903,861 shares; 2025Q4: 900,983 shares; 2026Q1: 904,149 shares 904,149 $112M 0.41% +3,166 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196,340 shares; 2024Q4: 2,296,423 shares; 2025Q1: 2,221,640 shares; 2025Q2: 2,177,505 shares; 2025Q3: 2,246,461 shares; 2025Q4: 2,274,493 shares; 2026Q1: 2,320,540 shares 2,320,540 $109M 0.4% +46,047 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901,674 shares; 2024Q4: 991,774 shares; 2025Q1: 974,589 shares; 2025Q2: 988,788 shares; 2025Q3: 1,017,268 shares; 2025Q4: 1,089,035 shares; 2026Q1: 1,085,741 shares 1,085,741 $108M 0.39% -3,294 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625,092 shares; 2024Q4: 1,469,285 shares; 2025Q1: 1,099,125 shares; 2025Q2: 984,751 shares; 2025Q3: 905,577 shares; 2025Q4: 876,440 shares; 2026Q1: 841,428 shares 841,428 $106M 0.39% -35,012 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492,935 shares; 2024Q4: 1,538,734 shares; 2025Q1: 1,610,524 shares; 2025Q2: 1,647,114 shares; 2025Q3: 1,735,682 shares; 2025Q4: 1,807,194 shares; 2026Q1: 1,954,713 shares 1,954,713 $103M 0.38% +147,519 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935,682 shares; 2024Q4: 923,657 shares; 2025Q1: 892,173 shares; 2025Q2: 865,580 shares; 2025Q3: 836,940 shares; 2025Q4: 830,095 shares; 2026Q1: 853,050 shares 853,050 $103M 0.37% +22,955 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981,931 shares; 2024Q4: 1,008,427 shares; 2025Q1: 883,968 shares; 2025Q2: 960,611 shares; 2025Q3: 995,472 shares; 2025Q4: 1,005,322 shares; 2026Q1: 946,175 shares 946,175 $101M 0.37% -59,147 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,337 shares; 2024Q4: 164,035 shares; 2025Q1: 134,842 shares; 2025Q2: 120,361 shares; 2025Q3: 111,928 shares; 2025Q4: 107,485 shares; 2026Q1: 108,458 shares 108,458 $99.8M 0.36% +973 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163,534 shares; 2024Q4: 2,173,082 shares; 2025Q1: 2,229,133 shares; 2025Q2: 2,481,977 shares; 2025Q3: 2,661,852 shares; 2025Q4: 2,860,205 shares; 2026Q1: 3,092,929 shares 3,092,929 $98M 0.36% +232,724 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,572 shares; 2024Q4: 321,027 shares; 2025Q1: 316,855 shares; 2025Q2: 313,884 shares; 2025Q3: 308,502 shares; 2025Q4: 305,877 shares; 2026Q1: 301,552 shares 301,552 $96.7M 0.35% -4,325 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,573 shares; 2024Q4: 349,937 shares; 2025Q1: 360,418 shares; 2025Q2: 349,888 shares; 2025Q3: 348,766 shares; 2025Q4: 359,261 shares; 2026Q1: 317,701 shares 317,701 $96.1M 0.35% -41,560 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,005 shares; 2024Q4: 350,314 shares; 2025Q1: 353,042 shares; 2025Q2: 355,792 shares; 2025Q3: 352,223 shares; 2025Q4: 713,730 shares; 2026Q1: 703,463 shares 703,463 $95.6M 0.35% -10,267 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,334 shares; 2025Q1: 4,591 shares; 2025Q2: 41,686 shares; 2025Q3: 53,895 shares; 2025Q4: 65,354 shares; 2026Q1: 70,435 shares 70,435 $93M 0.34% +5,081 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,592 shares; 2024Q4: 466,899 shares; 2025Q1: 458,120 shares; 2025Q2: 450,767 shares; 2025Q3: 440,453 shares; 2025Q4: 433,885 shares; 2026Q1: 424,728 shares 424,728 $93M 0.34% -9,157 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 185,041 shares; 2025Q1: 184,351 shares; 2025Q2: 183,583 shares; 2025Q3: 181,556 shares; 2025Q4: 247,506 shares; 2026Q1: 247,055 shares 247,055 $86.9M 0.32% -451 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,230 shares; 2024Q4: 228,760 shares; 2025Q1: 231,191 shares; 2025Q2: 217,498 shares; 2025Q3: 212,723 shares; 2025Q4: 210,655 shares; 2026Q1: 202,856 shares 202,856 $86.5M 0.32% -7,799 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,764,238 shares; 2024Q4: 11,807,393 shares; 2025Q1: 13,480,351 shares; 2025Q2: 10,837,010 shares; 2025Q3: 11,273,454 shares; 2025Q4: 12,251,077 shares; 2026Q1: 12,656,881 shares 12,656,881 $83.9M 0.31% +405,804 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155,007 shares; 2024Q4: 1,152,727 shares; 2025Q1: 1,135,710 shares; 2025Q2: 1,137,116 shares; 2025Q3: 1,123,902 shares; 2025Q4: 1,101,983 shares; 2026Q1: 1,101,152 shares 1,101,152 $83.7M 0.31% -831 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,532 shares; 2024Q4: 351,242 shares; 2025Q1: 352,951 shares; 2025Q2: 350,170 shares; 2025Q3: 727,777 shares; 2025Q4: 857,235 shares; 2026Q1: 824,891 shares 824,891 $83M 0.3% -32,344 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,831 shares; 2024Q4: 246,932 shares; 2025Q1: 243,022 shares; 2025Q2: 241,767 shares; 2025Q3: 238,926 shares; 2025Q4: 233,479 shares; 2026Q1: 231,566 shares 231,566 $82.8M 0.3% -1,913 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,751 shares; 2024Q4: 108,701 shares; 2025Q1: 111,170 shares; 2025Q2: 114,239 shares; 2025Q3: 115,629 shares; 2025Q4: 133,798 shares; 2026Q1: 142,669 shares 142,669 $81.6M 0.3% +8,871 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810,774 shares; 2024Q4: 784,449 shares; 2025Q1: 757,854 shares; 2025Q2: 773,788 shares; 2025Q3: 761,658 shares; 2025Q4: 736,360 shares; 2026Q1: 707,760 shares 707,760 $80.1M 0.29% -28,600 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,213 shares; 2024Q4: 808,078 shares; 2025Q1: 1,034,293 shares; 2025Q2: 963,061 shares; 2025Q3: 976,733 shares; 2025Q4: 998,601 shares; 2026Q1: 729,122 shares 729,122 $78.9M 0.29% -269,479 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692,084 shares; 2024Q4: 680,243 shares; 2025Q1: 700,143 shares; 2025Q2: 725,224 shares; 2025Q3: 741,325 shares; 2025Q4: 756,026 shares; 2026Q1: 756,471 shares 756,471 $76.1M 0.28% +445 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,831 shares; 2024Q4: 1,118,980 shares; 2025Q1: 1,093,343 shares; 2025Q2: 1,075,599 shares; 2025Q3: 1,089,560 shares; 2025Q4: 1,127,354 shares; 2026Q1: 954,549 shares 954,549 $75.7M 0.28% -172,805 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,923 shares; 2024Q4: 280,898 shares; 2025Q1: 288,141 shares; 2025Q2: 283,787 shares; 2025Q3: 279,884 shares; 2025Q4: 278,419 shares; 2026Q1: 278,666 shares 278,666 $67.6M 0.25% +247 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,884 shares; 2024Q4: 126,778 shares; 2025Q1: 125,994 shares; 2025Q2: 124,602 shares; 2025Q3: 122,247 shares; 2025Q4: 127,235 shares; 2026Q1: 125,455 shares 125,455 $67.5M 0.25% -1,780 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,425 shares; 2024Q4: 583,887 shares; 2025Q1: 592,317 shares; 2025Q2: 596,704 shares; 2025Q3: 616,754 shares; 2025Q4: 635,191 shares; 2026Q1: 609,035 shares 609,035 $67.2M 0.25% -26,156 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944,974 shares; 2024Q4: 1,828,239 shares; 2025Q1: 1,722,924 shares; 2025Q2: 1,657,585 shares; 2025Q3: 1,540,121 shares; 2025Q4: 1,510,540 shares; 2026Q1: 1,516,083 shares 1,516,083 $66.9M 0.24% +5,543 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,451 shares; 2024Q4: 179,931 shares; 2025Q1: 179,536 shares; 2025Q2: 179,249 shares; 2025Q3: 207,782 shares; 2025Q4: 211,466 shares; 2026Q1: 219,816 shares 219,816 $66.4M 0.24% +8,350 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,888 shares; 2024Q4: 718,415 shares; 2025Q1: 715,764 shares; 2025Q2: 704,638 shares; 2025Q3: 750,172 shares; 2025Q4: 774,720 shares; 2026Q1: 790,663 shares 790,663 $65.4M 0.24% +15,943 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,403 shares; 2024Q4: 411,784 shares; 2025Q1: 392,718 shares; 2025Q2: 372,793 shares; 2025Q3: 357,778 shares; 2025Q4: 350,172 shares; 2026Q1: 339,522 shares 339,522 $64.4M 0.24% -10,650 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161,491 shares; 2024Q4: 1,198,426 shares; 2025Q1: 1,088,483 shares; 2025Q2: 1,075,021 shares; 2025Q3: 1,102,380 shares; 2025Q4: 1,156,847 shares; 2026Q1: 1,203,811 shares 1,203,811 $64.1M 0.23% +46,964 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790,520 shares; 2024Q4: 758,161 shares; 2025Q1: 737,705 shares; 2025Q2: 715,093 shares; 2025Q3: 671,688 shares; 2025Q4: 653,061 shares; 2026Q1: 592,313 shares 592,313 $57.1M 0.21% -60,748 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,349 shares; 2024Q4: 118,381 shares; 2025Q1: 131,534 shares; 2025Q2: 131,768 shares; 2025Q3: 133,889 shares; 2025Q4: 138,408 shares; 2026Q1: 108,285 shares 108,285 $56.6M 0.21% -30,123 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,144 shares; 2024Q4: 596,406 shares; 2025Q1: 585,594 shares; 2025Q2: 580,119 shares; 2025Q3: 564,752 shares; 2025Q4: 563,270 shares; 2026Q1: 558,716 shares 558,716 $56.2M 0.21% -4,554 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,199 shares; 2024Q4: 246,859 shares; 2025Q1: 245,030 shares; 2025Q2: 239,415 shares; 2025Q3: 233,481 shares; 2025Q4: 236,064 shares; 2026Q1: 235,231 shares 235,231 $55.6M 0.2% -833 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,586 shares; 2024Q4: 365,774 shares; 2025Q1: 363,874 shares; 2025Q2: 359,034 shares; 2025Q3: 356,059 shares; 2025Q4: 351,824 shares; 2026Q1: 352,317 shares 352,317 $55.4M 0.2% +493 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,244 shares; 2024Q4: 233,354 shares; 2025Q1: 236,385 shares; 2025Q2: 233,468 shares; 2025Q3: 231,731 shares; 2025Q4: 233,369 shares; 2026Q1: 227,802 shares 227,802 $55.2M 0.2% -5,567 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976,800 shares; 2024Q4: 1,006,631 shares; 2025Q1: 976,273 shares; 2025Q2: 964,661 shares; 2025Q3: 949,185 shares; 2025Q4: 975,221 shares; 2026Q1: 970,899 shares 970,899 $55.1M 0.2% -4,322 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,854 shares; 2024Q4: 317,666 shares; 2025Q1: 286,150 shares; 2025Q2: 281,779 shares; 2025Q3: 277,079 shares; 2025Q4: 379,108 shares; 2026Q1: 377,433 shares 377,433 $54.8M 0.2% -1,675 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,291 shares; 2024Q4: 451,172 shares; 2025Q1: 448,084 shares; 2025Q2: 433,488 shares; 2025Q3: 423,046 shares; 2025Q4: 415,417 shares; 2026Q1: 260,394 shares 260,394 $54.7M 0.2% -155,023 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,836 shares; 2024Q4: 163,325 shares; 2025Q1: 165,288 shares; 2025Q2: 158,466 shares; 2025Q3: 155,890 shares; 2025Q4: 152,180 shares; 2026Q1: 127,985 shares 127,985 $54.4M 0.2% -24,195 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,514 shares; 2024Q4: 273,228 shares; 2025Q1: 271,923 shares; 2025Q2: 255,841 shares; 2025Q3: 251,809 shares; 2025Q4: 480,245 shares; 2026Q1: 606,225 shares 606,225 $54.3M 0.2% +125,980 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,803 shares; 2025Q1: 62,537 shares; 2025Q2: 78,105 shares; 2025Q3: 84,310 shares; 2025Q4: 86,120 shares; 2026Q1: 88,384 shares 88,384 $53.5M 0.2% +2,264 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,159 shares; 2024Q4: 94,516 shares; 2025Q1: 94,879 shares; 2025Q2: 327,323 shares; 2025Q3: 371,248 shares; 2025Q4: 391,761 shares; 2026Q1: 406,142 shares 406,142 $53.2M 0.19% +14,381 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,088 shares; 2024Q4: 132,393 shares; 2025Q1: 135,378 shares; 2025Q2: 131,041 shares; 2025Q3: 125,755 shares; 2025Q4: 122,451 shares; 2026Q1: 119,545 shares 119,545 $51.4M 0.19% -2,906 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116,474 shares; 2026Q1: 1,725,545 shares 1,725,545 $50.8M 0.19% +609,071 2026-09-30, 13G/A Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,168 shares; 2024Q4: 304,521 shares; 2025Q1: 298,593 shares; 2025Q2: 290,588 shares; 2025Q3: 278,941 shares; 2025Q4: 267,074 shares; 2026Q1: 251,002 shares 251,002 $49.8M 0.18% -16,072 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,270 shares; 2024Q4: 123,349 shares; 2025Q1: 133,750 shares; 2025Q2: 140,935 shares; 2025Q3: 160,708 shares; 2025Q4: 156,740 shares; 2026Q1: 298,200 shares 298,200 $49.3M 0.18% +141,460 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940,308 shares; 2024Q4: 954,906 shares; 2025Q1: 1,011,339 shares; 2025Q2: 937,846 shares; 2025Q3: 905,518 shares; 2025Q4: 810,475 shares; 2026Q1: 689,528 shares 689,528 $49.1M 0.18% -120,947 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,897 shares; 2024Q4: 253,172 shares; 2025Q1: 248,618 shares; 2025Q2: 253,426 shares; 2025Q3: 253,310 shares; 2025Q4: 279,427 shares; 2026Q1: 330,577 shares 330,577 $49M 0.18% +51,150 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,443 shares; 2024Q4: 29,996 shares; 2025Q1: 28,496 shares; 2025Q2: 29,045 shares; 2025Q3: 29,380 shares; 2025Q4: 29,466 shares; 2026Q1: 243,666 shares 243,666 $48.5M 0.18% +214,200 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,328 shares; 2024Q4: 399,078 shares; 2025Q1: 381,733 shares; 2025Q2: 382,772 shares; 2025Q3: 392,735 shares; 2025Q4: 396,641 shares; 2026Q1: 407,193 shares 407,193 $48.3M 0.18% +10,552 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,845 shares; 2024Q4: 320,060 shares; 2025Q1: 319,837 shares; 2025Q2: 320,037 shares; 2025Q3: 280,872 shares; 2025Q4: 281,375 shares; 2026Q1: 281,412 shares 281,412 $48.2M 0.18% +37 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,152 shares; 2024Q4: 392,014 shares; 2025Q1: 395,066 shares; 2025Q2: 339,246 shares; 2025Q3: 399,621 shares; 2025Q4: 417,988 shares; 2026Q1: 375,676 shares 375,676 $46.3M 0.17% -42,312 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,692 shares; 2024Q4: 151,621 shares; 2025Q1: 154,205 shares; 2025Q2: 152,868 shares; 2025Q3: 145,321 shares; 2025Q4: 146,115 shares; 2026Q1: 145,834 shares 145,834 $45.8M 0.17% -281 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898,844 shares; 2024Q4: 951,816 shares; 2025Q1: 947,390 shares; 2025Q2: 921,006 shares; 2025Q3: 915,200 shares; 2025Q4: 952,366 shares; 2026Q1: 973,061 shares 973,061 $44.9M 0.16% +20,695 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,368 shares; 2024Q4: 211,578 shares; 2025Q1: 204,484 shares; 2025Q2: 201,067 shares; 2025Q3: 196,940 shares; 2025Q4: 193,003 shares; 2026Q1: 185,846 shares 185,846 $44.6M 0.16% -7,157 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,760 shares; 2024Q4: 145,570 shares; 2025Q1: 137,092 shares; 2025Q2: 133,148 shares; 2025Q3: 153,625 shares; 2025Q4: 151,404 shares; 2026Q1: 149,351 shares 149,351 $44.1M 0.16% -2,053 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 11,909 shares; 2025Q1: 11,688 shares; 2025Q2: 11,235 shares; 2025Q3: 10,921 shares; 2025Q4: 10,783 shares; 2026Q1: 10,461 shares 10,461 $44M 0.16% -322 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,734 shares; 2024Q4: 555,070 shares; 2025Q1: 554,644 shares; 2025Q2: 559,223 shares; 2025Q3: 544,229 shares; 2025Q4: 539,920 shares; 2026Q1: 547,452 shares 547,452 $43.3M 0.16% +7,532 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,164 shares; 2024Q4: 133,294 shares; 2025Q1: 135,610 shares; 2025Q2: 137,381 shares; 2025Q3: 136,653 shares; 2025Q4: 358,230 shares; 2026Q1: 484,132 shares 484,132 $42M 0.15% +125,902 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169,484 shares; 2024Q4: 1,143,220 shares; 2025Q1: 1,151,415 shares; 2025Q2: 1,180,563 shares; 2025Q3: 1,170,865 shares; 2025Q4: 1,351,048 shares; 2026Q1: 1,411,060 shares 1,411,060 $40.9M 0.15% +60,012 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,910 shares; 2024Q4: 245,156 shares; 2025Q1: 233,102 shares; 2025Q2: 232,226 shares; 2025Q3: 220,085 shares; 2025Q4: 202,369 shares; 2026Q1: 193,455 shares 193,455 $40.8M 0.15% -8,914 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,362 shares; 2024Q4: 310,972 shares; 2025Q1: 317,068 shares; 2025Q2: 323,036 shares; 2025Q3: 323,356 shares; 2025Q4: 321,047 shares; 2026Q1: 309,191 shares 309,191 $40.8M 0.15% -11,856 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,853 shares; 2024Q4: 249,848 shares; 2025Q1: 246,435 shares; 2025Q2: 241,886 shares; 2025Q3: 239,714 shares; 2025Q4: 244,291 shares; 2026Q1: 245,073 shares 245,073 $40.3M 0.15% +782 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685,794 shares; 2024Q4: 1,609,917 shares; 2025Q1: 1,544,764 shares; 2025Q2: 1,388,420 shares; 2025Q3: 1,350,537 shares; 2025Q4: 1,409,179 shares; 2026Q1: 1,419,834 shares 1,419,834 $39.9M 0.15% +10,655 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,553 shares; 2024Q4: 96,673 shares; 2025Q1: 94,700 shares; 2025Q2: 91,577 shares; 2025Q3: 87,448 shares; 2025Q4: 87,257 shares; 2026Q1: 84,732 shares 84,732 $39.1M 0.14% -2,525 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,984 shares; 2024Q4: 117,456 shares; 2025Q1: 116,976 shares; 2025Q2: 116,860 shares; 2025Q3: 109,572 shares; 2025Q4: 113,990 shares; 2026Q1: 113,164 shares 113,164 $38.7M 0.14% -826 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,989 shares; 2024Q4: 49,904 shares; 2025Q1: 51,119 shares; 2025Q2: 51,529 shares; 2025Q3: 52,193 shares; 2025Q4: 129,337 shares; 2026Q1: 134,912 shares 134,912 $38.3M 0.14% +5,575 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,068 shares; 2024Q4: 176,155 shares; 2025Q1: 173,147 shares; 2025Q2: 171,131 shares; 2025Q3: 185,195 shares; 2025Q4: 190,565 shares; 2026Q1: 183,091 shares 183,091 $37.2M 0.14% -7,474 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,322 shares; 2024Q4: 731,520 shares; 2025Q1: 745,480 shares; 2025Q2: 836,637 shares; 2025Q3: 885,184 shares; 2025Q4: 972,150 shares; 2026Q1: 1,080,665 shares 1,080,665 $37.2M 0.14% +108,515 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,984 shares; 2024Q4: 127,119 shares; 2025Q1: 123,678 shares; 2025Q2: 120,823 shares; 2025Q3: 115,552 shares; 2025Q4: 114,449 shares; 2026Q1: 128,775 shares 128,775 $37M 0.13% +14,326 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,416 shares; 2024Q4: 132,394 shares; 2025Q1: 131,733 shares; 2025Q2: 130,460 shares; 2025Q3: 127,477 shares; 2025Q4: 126,495 shares; 2026Q1: 125,002 shares 125,002 $36.3M 0.13% -1,493 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,620 shares; 2025Q1: 143,808 shares; 2025Q2: 141,784 shares; 2025Q3: 209,214 shares; 2025Q4: 205,148 shares; 2026Q1: 295,180 shares 295,180 $36.2M 0.13% +90,032 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,424 shares; 2024Q4: 197,617 shares; 2025Q1: 207,524 shares; 2025Q2: 182,420 shares; 2025Q3: 160,983 shares; 2025Q4: 139,738 shares; 2026Q1: 133,733 shares 133,733 $36.2M 0.13% -6,005 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,016 shares; 2025Q1: 38,362 shares; 2025Q2: 37,555 shares; 2025Q3: 36,765 shares; 2025Q4: 36,866 shares; 2026Q1: 36,902 shares 36,902 $35.5M 0.13% +36 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,483 shares; 2024Q4: 131,216 shares; 2025Q1: 132,390 shares; 2025Q2: 132,298 shares; 2025Q3: 131,496 shares; 2025Q4: 128,435 shares; 2026Q1: 128,487 shares 128,487 $34.3M 0.13% +52 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,977 shares; 2024Q4: 298,401 shares; 2025Q1: 337,405 shares; 2025Q2: 335,435 shares; 2025Q3: 348,017 shares; 2025Q4: 363,069 shares; 2026Q1: 409,537 shares 409,537 $33.8M 0.12% +46,468 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,676 shares; 2024Q4: 407,642 shares; 2025Q1: 403,057 shares; 2025Q2: 401,767 shares; 2025Q3: 395,274 shares; 2025Q4: 394,160 shares; 2026Q1: 394,491 shares 394,491 $33.6M 0.12% +331 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,873 shares; 2025Q1: 4,823 shares; 2025Q2: 183,924 shares; 2025Q3: 184,377 shares; 2025Q4: 184,445 shares; 2026Q1: 183,477 shares 183,477 $33.5M 0.12% -968 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,067 shares; 2025Q1: 1,945 shares; 2025Q2: 24,754 shares; 2025Q3: 24,385 shares; 2025Q4: 32,361 shares; 2026Q1: 359,025 shares 359,025 $33.1M 0.12% +326,664 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,038 shares; 2024Q4: 668,340 shares; 2025Q1: 652,885 shares; 2025Q2: 650,813 shares; 2025Q3: 636,738 shares; 2025Q4: 627,296 shares; 2026Q1: 655,184 shares 655,184 $32.9M 0.12% +27,888 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,944 shares; 2024Q4: 74,442 shares; 2025Q1: 68,097 shares; 2025Q2: 65,199 shares; 2025Q3: 63,977 shares; 2025Q4: 119,094 shares; 2026Q1: 109,356 shares 109,356 $32.3M 0.12% -9,738 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,685 shares; 2024Q4: 568,897 shares; 2025Q1: 559,598 shares; 2025Q2: 557,572 shares; 2025Q3: 510,354 shares; 2025Q4: 508,509 shares; 2026Q1: 524,469 shares 524,469 $31.8M 0.12% +15,960 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,789 shares; 2024Q4: 82,819 shares; 2025Q1: 77,343 shares; 2025Q2: 75,488 shares; 2025Q3: 74,237 shares; 2025Q4: 74,047 shares; 2026Q1: 72,849 shares 72,849 $31.5M 0.12% -1,198 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,368 shares; 2024Q4: 377,728 shares; 2025Q1: 317,860 shares; 2025Q2: 295,572 shares; 2025Q3: 265,017 shares; 2025Q4: 254,461 shares; 2026Q1: 240,151 shares 240,151 $31.5M 0.11% -14,310 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278,294 shares; 2024Q4: 1,114,389 shares; 2025Q1: 1,079,032 shares; 2025Q2: 1,047,458 shares; 2025Q3: 1,086,812 shares; 2025Q4: 1,157,419 shares; 2026Q1: 1,012,813 shares 1,012,813 $31.2M 0.11% -144,606 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,961 shares; 2024Q4: 342,198 shares; 2025Q1: 282,665 shares; 2025Q2: 266,952 shares; 2025Q3: 248,432 shares; 2025Q4: 236,685 shares; 2026Q1: 228,352 shares 228,352 $31.1M 0.11% -8,333 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,981 shares; 2024Q4: 226,758 shares; 2025Q1: 222,952 shares; 2025Q2: 219,758 shares; 2025Q3: 209,466 shares; 2025Q4: 198,820 shares; 2026Q1: 196,187 shares 196,187 $30.9M 0.11% -2,633 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,441,273 shares 1,441,273 $30.7M 0.11% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,471 shares; 2024Q4: 109,013 shares; 2025Q1: 108,895 shares; 2025Q2: 88,780 shares; 2025Q3: 89,725 shares; 2025Q4: 91,077 shares; 2026Q1: 95,617 shares 95,617 $30.7M 0.11% +4,540 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,959 shares; 2024Q4: 150,092 shares; 2025Q1: 153,814 shares; 2025Q2: 146,580 shares; 2025Q3: 142,754 shares; 2025Q4: 147,287 shares; 2026Q1: 143,119 shares 143,119 $30.6M 0.11% -4,168 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,567 shares; 2024Q4: 56,023 shares; 2025Q1: 53,996 shares; 2025Q2: 53,201 shares; 2025Q3: 52,386 shares; 2025Q4: 52,507 shares; 2026Q1: 53,241 shares 53,241 $30M 0.11% +734 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,222 shares; 2024Q4: 202,911 shares; 2025Q1: 202,402 shares; 2025Q2: 201,451 shares; 2025Q3: 199,731 shares; 2025Q4: 199,661 shares; 2026Q1: 198,559 shares 198,559 $28.9M 0.11% -1,102 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 88,048 shares; 2025Q3: 128,831 shares; 2025Q4: 139,177 shares; 2026Q1: 127,697 shares 127,697 $28.7M 0.1% -11,480 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 9,894 shares; 2025Q1: 10,615 shares; 2025Q2: 11,575 shares; 2025Q3: 11,363 shares; 2025Q4: 30,551 shares; 2026Q1: 32,396 shares 32,396 $28.3M 0.1% +1,845 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,965 shares; 2024Q4: 357,314 shares; 2025Q1: 365,200 shares; 2025Q2: 359,795 shares; 2025Q3: 367,438 shares; 2025Q4: 322,060 shares; 2026Q1: 301,021 shares 301,021 $27.9M 0.1% -21,039 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,591 shares; 2024Q4: 123,044 shares; 2025Q1: 122,790 shares; 2025Q2: 411,003 shares; 2025Q3: 409,707 shares; 2025Q4: 533,422 shares; 2026Q1: 535,783 shares 535,783 $27.3M 0.1% +2,361 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901,375 shares; 2025Q1: 901,375 shares; 2025Q2: 901,375 shares; 2025Q3: 901,375 shares; 2025Q4: 901,375 shares; 2026Q1: 901,375 shares 901,375 $27.1M 0.1% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,089 shares; 2024Q4: 344,875 shares; 2025Q1: 210,615 shares; 2025Q2: 182,832 shares; 2025Q3: 153,262 shares; 2025Q4: 142,247 shares; 2026Q1: 130,240 shares 130,240 $27M 0.1% -12,007 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,782 shares; 2024Q4: 477,868 shares; 2025Q1: 488,190 shares; 2025Q2: 496,979 shares; 2025Q3: 499,724 shares; 2025Q4: 508,256 shares; 2026Q1: 512,431 shares 512,431 $26.9M 0.1% +4,175 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,969 shares; 2024Q4: 685,403 shares; 2025Q1: 686,900 shares; 2025Q2: 711,068 shares; 2025Q3: 707,650 shares; 2025Q4: 711,178 shares; 2026Q1: 717,664 shares 717,664 $25.8M 0.09% +6,486 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,682 shares 304,682 $25.5M 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,968 shares; 2024Q4: 49,001 shares; 2025Q1: 48,020 shares; 2025Q2: 48,607 shares; 2025Q3: 50,476 shares; 2025Q4: 53,548 shares; 2026Q1: 66,692 shares 66,692 $24.8M 0.09% +13,144 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 246,734 shares; 2025Q1: 334,919 shares; 2025Q2: 312,538 shares; 2025Q3: 313,204 shares; 2025Q4: 264,473 shares; 2026Q1: 117,279 shares 117,279 $24.2M 0.09% -147,194 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,144 shares; 2024Q4: 144,643 shares; 2025Q1: 140,226 shares; 2025Q2: 138,307 shares; 2025Q3: 135,812 shares; 2025Q4: 132,788 shares; 2026Q1: 132,743 shares 132,743 $24.2M 0.09% -45 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,185 shares; 2024Q4: 36,192 shares; 2025Q1: 35,778 shares; 2025Q2: 34,951 shares; 2025Q3: 34,420 shares; 2025Q4: 34,405 shares; 2026Q1: 35,379 shares 35,379 $24.1M 0.09% +974 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,130 shares; 2024Q4: 95,449 shares; 2025Q1: 90,616 shares; 2025Q2: 88,800 shares; 2025Q3: 84,970 shares; 2025Q4: 83,143 shares; 2026Q1: 67,827 shares 67,827 $24M 0.09% -15,316 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,748 shares; 2024Q4: 118,053 shares; 2025Q1: 115,112 shares; 2025Q2: 117,745 shares; 2025Q3: 113,542 shares; 2025Q4: 113,714 shares; 2026Q1: 122,750 shares 122,750 $23.8M 0.09% +9,036 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,588 shares; 2024Q4: 177,352 shares; 2025Q1: 190,700 shares; 2025Q2: 187,734 shares; 2025Q3: 183,438 shares; 2025Q4: 181,526 shares; 2026Q1: 179,242 shares 179,242 $23.7M 0.09% -2,284 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,798 shares; 2024Q4: 292,527 shares; 2025Q1: 317,836 shares; 2025Q2: 315,332 shares; 2025Q3: 227,061 shares; 2025Q4: 226,075 shares; 2026Q1: 165,014 shares 165,014 $23.3M 0.09% -61,061 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,171 shares; 2024Q4: 242,345 shares; 2025Q1: 247,799 shares; 2025Q2: 265,077 shares; 2025Q3: 274,324 shares; 2025Q4: 273,481 shares; 2026Q1: 243,261 shares 243,261 $23.3M 0.08% -30,220 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,364 shares; 2024Q4: 204,360 shares; 2025Q1: 203,772 shares; 2025Q2: 203,885 shares; 2025Q3: 204,304 shares; 2025Q4: 202,311 shares; 2026Q1: 202,806 shares 202,806 $22.2M 0.08% +495 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,481 shares; 2024Q4: 186,197 shares; 2025Q1: 192,874 shares; 2025Q2: 190,308 shares; 2025Q3: 175,839 shares; 2025Q4: 171,633 shares; 2026Q1: 172,144 shares 172,144 $22.1M 0.08% +511 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092,901 shares; 2024Q4: 4,092,901 shares; 2025Q1: 4,092,901 shares; 2025Q2: 4,092,901 shares; 2025Q3: 4,092,901 shares; 2025Q4: 4,092,901 shares; 2026Q1: 4,092,901 shares 4,092,901 $22M 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,307 shares; 2024Q4: 44,848 shares; 2025Q1: 44,297 shares; 2025Q2: 44,116 shares; 2025Q3: 42,833 shares; 2025Q4: 41,401 shares; 2026Q1: 43,696 shares 43,696 $21.7M 0.08% +2,295 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,921 shares; 2024Q4: 171,580 shares; 2025Q1: 126,116 shares; 2025Q2: 108,668 shares; 2025Q3: 92,168 shares; 2025Q4: 85,957 shares; 2026Q1: 76,239 shares 76,239 $20.8M 0.08% -9,718 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,192 shares; 2024Q4: 164,261 shares; 2025Q1: 156,326 shares; 2025Q2: 148,727 shares; 2025Q3: 160,620 shares; 2025Q4: 160,736 shares; 2026Q1: 160,213 shares 160,213 $20.6M 0.08% -523 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,911 shares; 2024Q4: 652,984 shares; 2025Q1: 648,747 shares; 2025Q2: 661,199 shares; 2025Q3: 642,459 shares; 2025Q4: 648,345 shares; 2026Q1: 594,755 shares 594,755 $20.6M 0.08% -53,590 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,177 shares; 2024Q4: 57,078 shares; 2025Q1: 54,351 shares; 2025Q2: 52,548 shares; 2025Q3: 50,428 shares; 2025Q4: 48,897 shares; 2026Q1: 46,204 shares 46,204 $20.5M 0.07% -2,693 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,021 shares; 2024Q4: 249,592 shares; 2025Q1: 238,919 shares; 2025Q2: 221,950 shares; 2025Q3: 208,867 shares; 2025Q4: 198,015 shares; 2026Q1: 185,782 shares 185,782 $20.2M 0.07% -12,233 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,720 shares; 2024Q4: 550,048 shares; 2025Q1: 535,077 shares; 2025Q2: 509,840 shares; 2025Q3: 478,893 shares; 2025Q4: 482,067 shares; 2026Q1: 482,186 shares 482,186 $19.8M 0.07% +119 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,471 shares; 2024Q4: 239,907 shares; 2025Q1: 243,154 shares; 2025Q2: 236,653 shares; 2025Q3: 234,808 shares; 2025Q4: 320,641 shares; 2026Q1: 317,704 shares 317,704 $19.7M 0.07% -2,937 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,879 shares; 2024Q4: 19,920 shares; 2025Q1: 17,124 shares; 2025Q2: 15,255 shares; 2025Q3: 15,932 shares; 2025Q4: 15,289 shares; 2026Q1: 300,387 shares 300,387 $19.6M 0.07% +285,098 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,747 shares; 2024Q4: 69,704 shares; 2025Q1: 68,270 shares; 2025Q2: 67,571 shares; 2025Q3: 66,095 shares; 2025Q4: 66,612 shares; 2026Q1: 65,066 shares 65,066 $19M 0.07% -1,546 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,925 shares; 2024Q4: 27,723 shares; 2025Q1: 27,456 shares; 2025Q2: 28,526 shares; 2025Q3: 27,100 shares; 2025Q4: 27,342 shares; 2026Q1: 30,972 shares 30,972 $18.7M 0.07% +3,630 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,296 shares; 2024Q4: 73,842 shares; 2025Q1: 73,683 shares; 2025Q2: 98,676 shares; 2025Q3: 106,969 shares; 2025Q4: 92,375 shares; 2026Q1: 94,350 shares 94,350 $18.7M 0.07% +1,975 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975,346 shares; 2024Q4: 729,235 shares; 2025Q1: 711,720 shares; 2025Q2: 686,775 shares; 2025Q3: 672,705 shares; 2025Q4: 643,295 shares; 2026Q1: 613,352 shares 613,352 $18.6M 0.07% -29,943 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,768 shares; 2024Q4: 186,789 shares; 2025Q1: 182,322 shares; 2025Q2: 173,293 shares; 2025Q3: 155,442 shares; 2025Q4: 150,803 shares; 2026Q1: 153,345 shares 153,345 $18.6M 0.07% +2,542 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638,507 shares; 2024Q4: 647,679 shares; 2025Q1: 764,550 shares; 2025Q2: 810,858 shares; 2025Q3: 900,798 shares; 2025Q4: 776,192 shares; 2026Q1: 389,953 shares 389,953 $18.5M 0.07% -386,239 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,203 shares; 2024Q4: 73,103 shares; 2025Q1: 69,637 shares; 2025Q2: 69,774 shares; 2025Q3: 70,157 shares; 2025Q4: 139,724 shares; 2026Q1: 137,001 shares 137,001 $18.2M 0.07% -2,723 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158,061 shares; 2024Q4: 4,675,727 shares; 2025Q1: 4,973,410 shares; 2025Q2: 4,884,962 shares; 2025Q3: 4,628,939 shares; 2025Q4: 1,627,412 shares; 2026Q1: 1,055,555 shares 1,055,555 $18.2M 0.07% -571,857 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,108 shares; 2024Q4: 128,992 shares; 2025Q1: 128,192 shares; 2025Q2: 128,186 shares; 2025Q3: 128,228 shares; 2025Q4: 128,415 shares; 2026Q1: 129,896 shares 129,896 $18.1M 0.07% +1,481 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 65,226 shares; 2025Q1: 67,716 shares; 2025Q2: 60,723 shares; 2025Q3: 59,247 shares; 2025Q4: 70,818 shares; 2026Q1: 88,332 shares 88,332 $18M 0.07% +17,514 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,516 shares; 2024Q4: 34,355 shares; 2025Q1: 34,162 shares; 2025Q2: 34,888 shares; 2025Q3: 34,740 shares; 2025Q4: 31,791 shares; 2026Q1: 31,041 shares 31,041 $17.9M 0.07% -750 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,892 shares; 2024Q4: 173,093 shares; 2025Q1: 178,645 shares; 2025Q2: 182,886 shares; 2025Q3: 178,914 shares; 2025Q4: 161,087 shares; 2026Q1: 162,334 shares 162,334 $17.8M 0.07% +1,247 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,794 shares; 2024Q4: 106,531 shares; 2025Q1: 105,609 shares; 2025Q2: 107,257 shares; 2025Q3: 107,776 shares; 2025Q4: 115,279 shares; 2026Q1: 127,547 shares 127,547 $17.8M 0.06% +12,268 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,145 shares; 2024Q4: 99,218 shares; 2025Q1: 95,371 shares; 2025Q2: 92,615 shares; 2025Q3: 90,872 shares; 2025Q4: 89,545 shares; 2026Q1: 89,883 shares 89,883 $17.8M 0.06% +338 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,195 shares; 2024Q4: 168,481 shares; 2025Q1: 79,955 shares; 2025Q2: 59,258 shares; 2025Q3: 50,969 shares; 2025Q4: 48,336 shares; 2026Q1: 45,324 shares 45,324 $17.8M 0.06% -3,012 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,388 shares; 2024Q4: 118,974 shares; 2025Q1: 118,921 shares; 2025Q2: 113,449 shares; 2025Q3: 110,872 shares; 2025Q4: 110,296 shares; 2026Q1: 109,624 shares 109,624 $17.5M 0.06% -672 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,259 shares; 2025Q3: 625 shares; 2025Q4: 858 shares; 2026Q1: 35,479 shares 35,479 $17.2M 0.06% +34,621 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,600 shares; 2024Q4: 203,610 shares; 2025Q1: 184,269 shares; 2025Q2: 182,302 shares; 2025Q3: 180,259 shares; 2025Q4: 180,716 shares; 2026Q1: 178,128 shares 178,128 $16.9M 0.06% -2,588 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,901 shares; 2024Q4: 128,915 shares; 2025Q1: 130,568 shares; 2025Q2: 146,374 shares; 2025Q3: 143,495 shares; 2025Q4: 141,133 shares; 2026Q1: 139,869 shares 139,869 $16.6M 0.06% -1,264 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 9,881 shares; 2025Q1: 10,215 shares; 2025Q2: 10,891 shares; 2025Q3: 12,252 shares; 2025Q4: 13,482 shares; 2026Q1: 19,331 shares 19,331 $16.4M 0.06% +5,849 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,854 shares; 2024Q4: 32,432 shares; 2025Q1: 30,945 shares; 2025Q2: 29,452 shares; 2025Q3: 27,673 shares; 2025Q4: 166,080 shares; 2026Q1: 163,957 shares 163,957 $15.8M 0.06% -2,123 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,400 shares; 2024Q4: 142,644 shares; 2025Q1: 142,641 shares; 2025Q2: 142,675 shares; 2025Q3: 142,447 shares; 2025Q4: 142,506 shares; 2026Q1: 145,270 shares 145,270 $15.6M 0.06% +2,764 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,208 shares; 2024Q4: 44,693 shares; 2025Q1: 43,037 shares; 2025Q2: 42,053 shares; 2025Q3: 40,538 shares; 2025Q4: 40,351 shares; 2026Q1: 42,421 shares 42,421 $15.2M 0.06% +2,070 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,261 shares; 2024Q4: 234,866 shares; 2025Q1: 221,545 shares; 2025Q2: 214,282 shares; 2025Q3: 205,715 shares; 2025Q4: 201,168 shares; 2026Q1: 192,154 shares 192,154 $14.9M 0.05% -9,014 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,744 shares; 2024Q4: 240,049 shares; 2025Q1: 264,553 shares; 2025Q2: 271,092 shares; 2025Q3: 249,990 shares; 2025Q4: 258,799 shares; 2026Q1: 264,333 shares 264,333 $14.6M 0.05% +5,534 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,305 shares; 2024Q4: 169,330 shares; 2025Q1: 164,637 shares; 2025Q2: 158,105 shares; 2025Q3: 160,273 shares; 2025Q4: 148,242 shares; 2026Q1: 142,491 shares 142,491 $14M 0.05% -5,751 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,273 shares; 2024Q4: 56,949 shares; 2025Q1: 54,940 shares; 2025Q2: 52,636 shares; 2025Q3: 52,351 shares; 2025Q4: 44,751 shares; 2026Q1: 43,908 shares 43,908 $14M 0.05% -843 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 3,919 shares; 2025Q2: 40,961 shares; 2025Q3: 40,968 shares; 2025Q4: 44,661 shares; 2026Q1: 58,143 shares 58,143 $13.8M 0.05% +13,482 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 27,884 shares; 2025Q1: 31,018 shares; 2025Q2: 31,643 shares; 2025Q3: 32,766 shares; 2025Q4: 32,546 shares; 2026Q1: 33,128 shares 33,128 $13.8M 0.05% +582 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,616 shares; 2024Q4: 70,554 shares; 2025Q1: 70,145 shares; 2025Q2: 65,912 shares; 2025Q3: 63,466 shares; 2025Q4: 62,356 shares; 2026Q1: 66,115 shares 66,115 $13.8M 0.05% +3,759 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,148 shares; 2024Q4: 95,508 shares; 2025Q1: 95,093 shares; 2025Q2: 98,169 shares; 2025Q3: 95,120 shares; 2025Q4: 95,622 shares; 2026Q1: 94,318 shares 94,318 $13.6M 0.05% -1,304 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,249 shares; 2024Q4: 478,441 shares; 2025Q1: 441,385 shares; 2025Q2: 427,456 shares; 2025Q3: 407,299 shares; 2025Q4: 396,926 shares; 2026Q1: 401,095 shares 401,095 $13.4M 0.05% +4,169 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 44,694 shares; 2025Q1: 44,640 shares; 2025Q2: 44,715 shares; 2025Q3: 44,715 shares; 2025Q4: 44,715 shares; 2026Q1: 44,506 shares 44,506 $13.3M 0.05% -209 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,731 shares; 2024Q4: 27,670 shares; 2025Q1: 27,112 shares; 2025Q2: 63,753 shares; 2025Q3: 79,860 shares; 2025Q4: 89,453 shares; 2026Q1: 88,736 shares 88,736 $13M 0.05% -717 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,637 shares; 2024Q4: 38,449 shares; 2025Q1: 40,751 shares; 2025Q2: 40,726 shares; 2025Q3: 37,670 shares; 2025Q4: 35,975 shares; 2026Q1: 37,837 shares 37,837 $12.8M 0.05% +1,862 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,744 shares; 2024Q4: 130,826 shares; 2025Q1: 122,473 shares; 2025Q2: 117,598 shares; 2025Q3: 113,527 shares; 2025Q4: 218,056 shares; 2026Q1: 207,632 shares 207,632 $12.7M 0.05% -10,424 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,074 shares; 2024Q4: 51,139 shares; 2025Q1: 51,141 shares; 2025Q2: 51,096 shares; 2025Q3: 48,228 shares; 2025Q4: 47,783 shares; 2026Q1: 48,373 shares 48,373 $12.6M 0.05% +590 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,848 shares; 2024Q4: 233,235 shares; 2025Q1: 216,016 shares; 2025Q2: 198,865 shares; 2025Q3: 178,250 shares; 2025Q4: 161,676 shares; 2026Q1: 106,387 shares 106,387 $12.6M 0.05% -55,289 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,213 shares; 2024Q4: 125,996 shares; 2025Q1: 127,606 shares; 2025Q2: 127,022 shares; 2025Q3: 125,144 shares; 2025Q4: 124,557 shares; 2026Q1: 130,227 shares 130,227 $12.6M 0.05% +5,670 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,508 shares; 2024Q4: 129,249 shares; 2025Q1: 125,691 shares; 2025Q2: 120,667 shares; 2025Q3: 116,972 shares; 2025Q4: 115,607 shares; 2026Q1: 110,291 shares 110,291 $12.1M 0.04% -5,316 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,643 shares; 2024Q4: 127,817 shares; 2025Q1: 128,607 shares; 2025Q2: 133,756 shares; 2025Q3: 144,372 shares; 2025Q4: 146,039 shares; 2026Q1: 182,682 shares 182,682 $12.1M 0.04% +36,643 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,201 shares; 2024Q4: 158,006 shares; 2025Q1: 154,994 shares; 2025Q2: 157,913 shares; 2025Q3: 160,527 shares; 2025Q4: 153,234 shares; 2026Q1: 139,003 shares 139,003 $12M 0.04% -14,231 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,767 shares; 2025Q1: 4,061 shares; 2025Q2: 3,985 shares; 2025Q3: 20,810 shares; 2025Q4: 21,217 shares; 2026Q1: 21,083 shares 21,083 $11.8M 0.04% -134 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,450 shares; 2024Q4: 35,141 shares; 2025Q1: 34,980 shares; 2025Q2: 34,791 shares; 2025Q3: 32,992 shares; 2025Q4: 33,185 shares; 2026Q1: 33,179 shares 33,179 $11.8M 0.04% -6 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,554 shares; 2024Q4: 642,752 shares; 2025Q1: 559,110 shares; 2025Q2: 507,547 shares; 2025Q3: 472,613 shares; 2025Q4: 401,553 shares; 2026Q1: 259,930 shares 259,930 $11.8M 0.04% -141,623 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,098 shares; 2024Q4: 348,526 shares; 2025Q1: 310,067 shares; 2025Q2: 293,556 shares; 2025Q3: 270,319 shares; 2025Q4: 255,014 shares; 2026Q1: 197,313 shares 197,313 $11.4M 0.04% -57,701 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,048 shares; 2024Q4: 393,724 shares; 2025Q1: 192,331 shares; 2025Q2: 153,326 shares; 2025Q3: 127,044 shares; 2025Q4: 114,021 shares; 2026Q1: 95,038 shares 95,038 $11.4M 0.04% -18,983 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,014 shares; 2024Q4: 286,500 shares; 2025Q1: 310,752 shares; 2025Q2: 260,560 shares; 2025Q3: 242,957 shares; 2025Q4: 169,727 shares; 2026Q1: 79,648 shares 79,648 $11.2M 0.04% -90,079 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879,558 shares; 2024Q4: 1,004,022 shares; 2025Q1: 994,397 shares; 2025Q2: 997,612 shares; 2025Q3: 1,041,990 shares; 2025Q4: 1,050,678 shares; 2026Q1: 1,053,050 shares 1,053,050 $11.2M 0.04% +2,372 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,754 shares; 2024Q4: 36,259 shares; 2025Q1: 33,836 shares; 2025Q2: 33,183 shares; 2025Q3: 32,303 shares; 2025Q4: 32,364 shares; 2026Q1: 33,802 shares 33,802 $11M 0.04% +1,438 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,433 shares; 2026Q1: 208,443 shares 208,443 $10.9M 0.04% +10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,287 shares; 2024Q4: 31,244 shares; 2025Q1: 29,927 shares; 2025Q2: 35,002 shares; 2025Q3: 36,911 shares; 2025Q4: 41,511 shares; 2026Q1: 46,603 shares 46,603 $10.7M 0.04% +5,092 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,588 shares; 2024Q4: 147,954 shares; 2025Q1: 140,828 shares; 2025Q2: 132,509 shares; 2025Q3: 124,944 shares; 2025Q4: 123,829 shares; 2026Q1: 118,336 shares 118,336 $10.7M 0.04% -5,493 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,537 shares; 2024Q4: 97,348 shares; 2025Q1: 96,560 shares; 2025Q2: 94,451 shares; 2025Q3: 92,522 shares; 2025Q4: 94,353 shares; 2026Q1: 95,062 shares 95,062 $10.4M 0.04% +709 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,431 shares; 2024Q4: 115,667 shares; 2025Q1: 114,288 shares; 2025Q2: 110,306 shares; 2025Q3: 115,337 shares; 2025Q4: 112,688 shares; 2026Q1: 114,560 shares 114,560 $10.4M 0.04% +1,872 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,005 shares; 2024Q4: 61,479 shares; 2025Q1: 58,817 shares; 2025Q2: 57,835 shares; 2025Q3: 55,881 shares; 2025Q4: 57,991 shares; 2026Q1: 54,460 shares 54,460 $10.3M 0.04% -3,531 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,467 shares; 2024Q4: 883,524 shares; 2025Q1: 910,140 shares; 2025Q2: 881,574 shares; 2025Q3: 881,698 shares; 2025Q4: 930,742 shares; 2026Q1: 959,584 shares 959,584 $10.3M 0.04% +28,842 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,814 shares; 2025Q1: 39,818 shares; 2025Q2: 49,654 shares; 2025Q3: 46,348 shares; 2025Q4: 45,857 shares; 2026Q1: 45,992 shares 45,992 $9.83M 0.04% +135 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,017 shares 183,017 $9.8M 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,120 shares; 2024Q4: 43,435 shares; 2025Q1: 43,635 shares; 2025Q2: 49,377 shares; 2025Q3: 50,525 shares; 2025Q4: 53,013 shares; 2026Q1: 63,679 shares 63,679 $9.73M 0.04% +10,666 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,372 shares; 2025Q1: 7,712 shares; 2025Q2: 6,823 shares; 2025Q3: 6,401 shares; 2025Q4: 8,851 shares; 2026Q1: 8,904 shares 8,904 $9.71M 0.04% +53 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,207 shares; 2024Q4: 32,140 shares; 2025Q1: 32,070 shares; 2025Q2: 32,127 shares; 2025Q3: 32,848 shares; 2025Q4: 31,629 shares; 2026Q1: 33,739 shares 33,739 $9.69M 0.04% +2,110 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,840 shares; 2024Q4: 89,697 shares; 2025Q1: 91,100 shares; 2025Q2: 89,818 shares; 2025Q3: 90,952 shares; 2025Q4: 94,916 shares; 2026Q1: 102,495 shares 102,495 $9.53M 0.03% +7,579 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,668 shares; 2025Q1: 105,779 shares; 2025Q2: 114,721 shares; 2025Q3: 137,936 shares; 2025Q4: 163,311 shares; 2026Q1: 195,521 shares 195,521 $9.47M 0.03% +32,210 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,658 shares; 2026Q1: 81,818 shares 81,818 $9.44M 0.03% +1,160 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,786 shares; 2024Q4: 87,570 shares; 2025Q1: 75,310 shares; 2025Q2: 69,480 shares; 2025Q3: 59,575 shares; 2025Q4: 58,430 shares; 2026Q1: 53,618 shares 53,618 $9.25M 0.03% -4,812 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,375 shares; 2024Q4: 178,648 shares; 2025Q1: 164,082 shares; 2025Q2: 155,673 shares; 2025Q3: 149,911 shares; 2025Q4: 146,670 shares; 2026Q1: 148,667 shares 148,667 $9.19M 0.03% +1,997 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,476 shares; 2024Q4: 150,539 shares; 2025Q1: 138,007 shares; 2025Q2: 131,958 shares; 2025Q3: 130,590 shares; 2025Q4: 131,816 shares; 2026Q1: 137,068 shares 137,068 $9.18M 0.03% +5,252 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,853 shares; 2024Q4: 80,127 shares; 2025Q1: 80,183 shares; 2025Q2: 79,452 shares; 2025Q3: 75,506 shares; 2025Q4: 74,637 shares; 2026Q1: 77,178 shares 77,178 $9.16M 0.03% +2,541 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,543 shares; 2024Q4: 324,620 shares; 2025Q1: 307,144 shares; 2025Q2: 283,904 shares; 2025Q3: 278,056 shares; 2025Q4: 271,270 shares; 2026Q1: 171,476 shares 171,476 $9.06M 0.03% -99,794 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,939 shares; 2024Q4: 173,024 shares; 2025Q1: 159,046 shares; 2025Q2: 286,941 shares; 2025Q3: 188,009 shares; 2025Q4: 215,539 shares; 2026Q1: 181,283 shares 181,283 $9.04M 0.03% -34,256 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,451 shares; 2024Q4: 138,311 shares; 2025Q1: 138,311 shares; 2025Q2: 138,311 shares; 2025Q3: 139,903 shares; 2025Q4: 143,663 shares; 2026Q1: 143,438 shares 143,438 $8.91M 0.03% -225 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 28,942 shares; 2025Q1: 59,361 shares; 2025Q2: 24,740 shares; 2025Q3: 24,455 shares; 2025Q4: 24,467 shares; 2026Q1: 23,475 shares 23,475 $8.7M 0.03% -992 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,749 shares; 2024Q4: 18,363 shares; 2025Q1: 17,905 shares; 2025Q2: 17,231 shares; 2025Q3: 16,393 shares; 2025Q4: 17,480 shares; 2026Q1: 17,467 shares 17,467 $8.57M 0.03% -13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,352 shares; 2024Q4: 591,464 shares; 2025Q1: 440,350 shares; 2025Q2: 389,127 shares; 2025Q3: 336,036 shares; 2025Q4: 292,861 shares; 2026Q1: 293,332 shares 293,332 $8.42M 0.03% +471 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 567,850 shares; 2025Q1: 738,230 shares; 2025Q2: 707,601 shares; 2025Q3: 690,502 shares; 2025Q4: 565,972 shares; 2026Q1: 223,694 shares 223,694 $8.27M 0.03% -342,278 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,451 shares; 2024Q4: 154,122 shares; 2025Q1: 156,200 shares; 2025Q2: 153,565 shares; 2025Q3: 145,569 shares; 2025Q4: 144,107 shares; 2026Q1: 146,637 shares 146,637 $8.26M 0.03% +2,530 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,662 shares; 2024Q4: 78,593 shares; 2025Q1: 70,939 shares; 2025Q2: 64,623 shares; 2025Q3: 62,051 shares; 2025Q4: 61,310 shares; 2026Q1: 61,765 shares 61,765 $8.16M 0.03% +455 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,808 shares; 2024Q4: 26,991 shares; 2025Q1: 26,674 shares; 2025Q2: 24,831 shares; 2025Q3: 25,246 shares; 2025Q4: 24,841 shares; 2026Q1: 24,758 shares 24,758 $8.14M 0.03% -83 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,168 shares 40,168 $7.92M 0.03% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,517 shares 159,517 $7.85M 0.03% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,862 shares; 2025Q1: 5,752 shares; 2025Q2: 5,825 shares; 2025Q3: 5,907 shares; 2025Q4: 6,338 shares; 2026Q1: 6,773 shares 6,773 $7.85M 0.03% +435 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,480 shares; 2024Q4: 110,826 shares; 2025Q1: 115,699 shares; 2025Q2: 109,895 shares; 2025Q3: 105,988 shares; 2025Q4: 113,951 shares; 2026Q1: 152,496 shares 152,496 $7.84M 0.03% +38,545 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 636 shares; 2025Q1: 540 shares; 2025Q2: 709 shares; 2025Q3: 6,391 shares; 2025Q4: 6,208 shares; 2026Q1: 6,158 shares 6,158 $7.77M 0.03% -50 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,941 shares; 2024Q4: 135,359 shares; 2025Q1: 133,705 shares; 2025Q2: 132,880 shares; 2025Q3: 128,105 shares; 2025Q4: 125,732 shares; 2026Q1: 79,946 shares 79,946 $7.71M 0.03% -45,786 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,785 shares; 2025Q1: 8,575 shares; 2025Q2: 8,115 shares; 2025Q3: 8,944 shares; 2025Q4: 85,868 shares; 2026Q1: 79,458 shares 79,458 $7.64M 0.03% -6,410 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,948 shares; 2024Q4: 212,692 shares; 2025Q1: 205,538 shares; 2025Q2: 196,846 shares; 2025Q3: 196,247 shares; 2025Q4: 186,764 shares; 2026Q1: 186,399 shares 186,399 $7.61M 0.03% -365 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,459 shares; 2024Q4: 14,572 shares; 2025Q1: 27,077 shares; 2025Q2: 27,286 shares; 2025Q3: 23,341 shares; 2025Q4: 23,797 shares; 2026Q1: 23,557 shares 23,557 $7.49M 0.03% -240 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,528 shares; 2024Q4: 51,480 shares; 2025Q1: 49,019 shares; 2025Q2: 48,031 shares; 2025Q3: 49,383 shares; 2025Q4: 50,632 shares; 2026Q1: 56,952 shares 56,952 $7.47M 0.03% +6,320 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,957 shares; 2024Q4: 27,454 shares; 2025Q1: 31,319 shares; 2025Q2: 31,402 shares; 2025Q3: 30,664 shares; 2025Q4: 29,430 shares; 2026Q1: 29,957 shares 29,957 $7.31M 0.03% +527 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,314 shares; 2024Q4: 90,543 shares; 2025Q1: 85,469 shares; 2025Q2: 83,565 shares; 2025Q3: 82,328 shares; 2025Q4: 158,712 shares; 2026Q1: 158,241 shares 158,241 $7.25M 0.03% -471 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,101 shares; 2024Q4: 171,732 shares; 2025Q1: 155,928 shares; 2025Q2: 154,294 shares; 2025Q3: 144,229 shares; 2025Q4: 144,309 shares; 2026Q1: 143,861 shares 143,861 $7.14M 0.03% -448 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 5,035 shares; 2025Q1: 5,278 shares; 2025Q2: 5,301 shares; 2025Q3: 4,955 shares; 2025Q4: 5,202 shares; 2026Q1: 4,801 shares 4,801 $7.07M 0.03% -401 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,218 shares; 2024Q4: 60,180 shares; 2025Q1: 56,244 shares; 2025Q2: 54,281 shares; 2025Q3: 53,770 shares; 2025Q4: 54,325 shares; 2026Q1: 53,404 shares 53,404 $7.05M 0.03% -921 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,657 shares; 2024Q4: 112,977 shares; 2025Q1: 102,180 shares; 2025Q2: 98,680 shares; 2025Q3: 85,115 shares; 2025Q4: 85,728 shares; 2026Q1: 96,324 shares 96,324 $6.92M 0.03% +10,596 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 16,947 shares; 2025Q1: 16,748 shares; 2025Q2: 16,108 shares; 2025Q3: 15,552 shares; 2025Q4: 18,339 shares; 2026Q1: 19,267 shares 19,267 $6.87M 0.03% +928 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,110 shares; 2024Q4: 29,381 shares; 2025Q1: 24,986 shares; 2025Q2: 24,744 shares; 2025Q3: 24,705 shares; 2025Q4: 23,753 shares; 2026Q1: 25,558 shares 25,558 $6.8M 0.02% +1,805 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 9,308 shares; 2025Q1: 10,400 shares; 2025Q2: 10,850 shares; 2025Q3: 12,276 shares; 2025Q4: 13,595 shares; 2026Q1: 15,568 shares 15,568 $6.79M 0.02% +1,973 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,064 shares; 2024Q4: 16,943 shares; 2025Q1: 19,037 shares; 2025Q2: 18,850 shares; 2025Q3: 17,651 shares; 2025Q4: 17,212 shares; 2026Q1: 73,788 shares 73,788 $6.72M 0.02% +56,576 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 9,771 shares; 2025Q1: 9,776 shares; 2025Q2: 10,607 shares; 2025Q3: 11,779 shares; 2025Q4: 17,243 shares; 2026Q1: 16,430 shares 16,430 $6.7M 0.02% -813 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 18,316 shares; 2025Q1: 12,396 shares; 2025Q2: 11,116 shares; 2025Q3: 11,904 shares; 2025Q4: 14,151 shares; 2026Q1: 19,683 shares 19,683 $6.65M 0.02% +5,532 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,234 shares; 2024Q4: 43,906 shares; 2025Q1: 52,291 shares; 2025Q2: 46,923 shares; 2025Q3: 47,518 shares; 2025Q4: 48,699 shares; 2026Q1: 57,408 shares 57,408 $6.51M 0.02% +8,709 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,965 shares; 2024Q4: 37,473 shares; 2025Q1: 34,029 shares; 2025Q2: 38,785 shares; 2025Q3: 39,202 shares; 2025Q4: 46,835 shares; 2026Q1: 57,140 shares 57,140 $6.31M 0.02% +10,305 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,909 shares; 2026Q1: 206,905 shares 206,905 $6.28M 0.02% -4 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,857 shares; 2024Q4: 30,742 shares; 2025Q1: 30,138 shares; 2025Q2: 30,043 shares; 2025Q3: 29,561 shares; 2025Q4: 29,177 shares; 2026Q1: 29,759 shares 29,759 $6.2M 0.02% +582 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,982 shares; 2024Q4: 16,496 shares; 2025Q1: 16,208 shares; 2025Q2: 15,523 shares; 2025Q3: 15,543 shares; 2025Q4: 17,295 shares; 2026Q1: 17,993 shares 17,993 $6.18M 0.02% +698 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,130 shares; 2024Q4: 108,099 shares; 2025Q1: 107,988 shares; 2025Q2: 116,017 shares; 2025Q3: 119,623 shares; 2025Q4: 121,587 shares; 2026Q1: 75,882 shares 75,882 $5.97M 0.02% -45,705 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 29,904 shares; 2025Q1: 29,821 shares; 2025Q2: 29,620 shares; 2025Q3: 31,600 shares; 2025Q4: 33,909 shares; 2026Q1: 34,257 shares 34,257 $5.79M 0.02% +348 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,935 shares; 2024Q4: 147,034 shares; 2025Q1: 129,798 shares; 2025Q2: 127,109 shares; 2025Q3: 122,248 shares; 2025Q4: 117,172 shares; 2026Q1: 111,795 shares 111,795 $5.64M 0.02% -5,377 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 29,268 shares; 2025Q1: 30,013 shares; 2025Q2: 35,414 shares; 2025Q3: 34,296 shares; 2025Q4: 33,967 shares; 2026Q1: 34,888 shares 34,888 $5.59M 0.02% +921 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,012 shares; 2024Q4: 34,299 shares; 2025Q1: 31,941 shares; 2025Q2: 31,286 shares; 2025Q3: 30,289 shares; 2025Q4: 31,006 shares; 2026Q1: 29,961 shares 29,961 $5.59M 0.02% -1,045 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,866 shares; 2024Q4: 65,828 shares; 2025Q1: 65,620 shares; 2025Q2: 62,973 shares; 2025Q3: 63,158 shares; 2025Q4: 61,130 shares; 2026Q1: 66,525 shares 66,525 $5.57M 0.02% +5,395 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 66,178 shares; 2025Q1: 62,881 shares; 2025Q2: 57,883 shares; 2025Q3: 55,611 shares; 2025Q4: 54,642 shares; 2026Q1: 56,985 shares 56,985 $5.57M 0.02% +2,343 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 7,901 shares; 2025Q1: 8,034 shares; 2025Q2: 6,779 shares; 2025Q3: 11,089 shares; 2025Q4: 14,543 shares; 2026Q1: 17,702 shares 17,702 $5.56M 0.02% +3,159 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $5.53M 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 9,173 shares; 2025Q1: 9,128 shares; 2025Q2: 9,693 shares; 2025Q3: 9,871 shares; 2025Q4: 47,387 shares; 2026Q1: 52,140 shares 52,140 $5.45M 0.02% +4,753 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,626 shares; 2024Q4: 703,304 shares; 2025Q1: 809,103 shares; 2025Q2: 711,292 shares; 2025Q3: 661,113 shares; 2025Q4: 720,566 shares; 2026Q1: 249,033 shares 249,033 $5.39M 0.02% -471,533 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 30,746 shares; 2025Q1: 231,047 shares; 2025Q2: 234,060 shares; 2025Q3: 241,860 shares; 2025Q4: 308,077 shares; 2026Q1: 119,107 shares 119,107 $5.39M 0.02% -188,970 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,551 shares; 2024Q4: 76,375 shares; 2025Q1: 74,884 shares; 2025Q2: 74,798 shares; 2025Q3: 71,248 shares; 2025Q4: 69,854 shares; 2026Q1: 75,695 shares 75,695 $5.35M 0.02% +5,841 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,861 shares; 2024Q4: 216,122 shares; 2025Q1: 181,490 shares; 2025Q2: 180,630 shares; 2025Q3: 215,063 shares; 2025Q4: 206,910 shares; 2026Q1: 194,329 shares 194,329 $5.24M 0.02% -12,581 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,370 shares 115,370 $5.23M 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,234 shares; 2024Q4: 106,317 shares; 2025Q1: 104,011 shares; 2025Q2: 144,644 shares; 2025Q3: 93,675 shares; 2025Q4: 143,221 shares; 2026Q1: 122,250 shares 122,250 $5.09M 0.02% -20,971 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,734 shares; 2024Q4: 43,593 shares; 2025Q1: 37,540 shares; 2025Q2: 32,963 shares; 2025Q3: 25,938 shares; 2025Q4: 21,500 shares; 2026Q1: 20,819 shares 20,819 $5.06M 0.02% -681 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,999 shares; 2024Q4: 12,957 shares; 2025Q1: 12,703 shares; 2025Q2: 11,204 shares; 2025Q3: 12,066 shares; 2025Q4: 11,929 shares; 2026Q1: 11,436 shares 11,436 $5M 0.02% -493 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,616 shares; 2024Q4: 63,062 shares; 2025Q1: 49,608 shares; 2025Q2: 50,131 shares; 2025Q3: 50,847 shares; 2025Q4: 52,382 shares; 2026Q1: 53,035 shares 53,035 $4.98M 0.02% +653 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,803 shares; 2024Q4: 38,192 shares; 2025Q1: 35,924 shares; 2025Q2: 36,219 shares; 2025Q3: 40,862 shares; 2025Q4: 42,200 shares; 2026Q1: 51,807 shares 51,807 $4.94M 0.02% +9,607 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 25,071 shares; 2025Q1: 22,591 shares; 2025Q2: 26,231 shares; 2025Q3: 26,098 shares; 2025Q4: 20,673 shares; 2026Q1: 22,890 shares 22,890 $4.92M 0.02% +2,217 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,671 shares; 2024Q4: 137,793 shares; 2025Q1: 134,257 shares; 2025Q2: 132,537 shares; 2025Q3: 130,412 shares; 2025Q4: 130,432 shares; 2026Q1: 131,510 shares 131,510 $4.89M 0.02% +1,078 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,850 shares; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 77,244 shares; 2026Q1: 102,856 shares 102,856 $4.89M 0.02% +25,612 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,829 shares; 2024Q4: 115,207 shares; 2025Q1: 115,886 shares; 2025Q2: 116,809 shares; 2025Q3: 118,498 shares; 2025Q4: 176,651 shares; 2026Q1: 174,670 shares 174,670 $4.8M 0.02% -1,981 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,925 shares; 2024Q4: 72,221 shares; 2025Q1: 73,657 shares; 2025Q2: 73,269 shares; 2025Q3: 69,234 shares; 2025Q4: 73,894 shares; 2026Q1: 91,309 shares 91,309 $4.75M 0.02% +17,415 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,116 shares; 2024Q4: 35,893 shares; 2025Q1: 35,413 shares; 2025Q2: 38,114 shares; 2025Q3: 34,884 shares; 2025Q4: 31,441 shares; 2026Q1: 31,287 shares 31,287 $4.74M 0.02% -154 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,358 shares; 2024Q4: 23,651 shares; 2025Q1: 22,327 shares; 2025Q2: 22,681 shares; 2025Q3: 22,534 shares; 2025Q4: 44,256 shares; 2026Q1: 43,362 shares 43,362 $4.73M 0.02% -894 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,256 shares; 2024Q4: 93,994 shares; 2025Q1: 96,474 shares; 2025Q2: 90,250 shares; 2025Q3: 103,308 shares; 2025Q4: 86,698 shares; 2026Q1: 101,237 shares 101,237 $4.65M 0.02% +14,539 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 12,118 shares; 2025Q1: 12,201 shares; 2025Q2: 10,678 shares; 2025Q3: 10,039 shares; 2025Q4: 10,130 shares; 2026Q1: 10,402 shares 10,402 $4.64M 0.02% +272 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,389 shares; 2025Q4: 17,381 shares; 2026Q1: 17,392 shares 17,392 $4.61M 0.02% +11 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,501 shares; 2024Q4: 38,190 shares; 2025Q1: 40,842 shares; 2025Q2: 40,114 shares; 2025Q3: 46,066 shares; 2025Q4: 40,721 shares; 2026Q1: 32,510 shares 32,510 $4.59M 0.02% -8,211 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,278 shares; 2024Q4: 15,621 shares; 2025Q1: 15,884 shares; 2025Q2: 11,478 shares; 2025Q3: 11,069 shares; 2025Q4: 12,418 shares; 2026Q1: 13,034 shares 13,034 $4.5M 0.02% +616 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,612 shares; 2024Q4: 65,325 shares; 2025Q1: 64,951 shares; 2025Q2: 65,890 shares; 2025Q3: 64,540 shares; 2025Q4: 63,712 shares; 2026Q1: 56,039 shares 56,039 $4.46M 0.02% -7,673 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 11,260 shares; 2025Q1: 12,498 shares; 2025Q2: 14,100 shares; 2025Q3: 15,096 shares; 2025Q4: 16,506 shares; 2026Q1: 18,043 shares 18,043 $4.46M 0.02% +1,537 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,171 shares; 2025Q1: 12,778 shares; 2025Q2: 16,098 shares; 2025Q3: 16,755 shares; 2025Q4: 18,595 shares; 2026Q1: 20,862 shares 20,862 $4.41M 0.02% +2,267 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,368 shares; 2024Q4: 43,504 shares; 2025Q1: 45,206 shares; 2025Q2: 45,139 shares; 2025Q3: 45,266 shares; 2025Q4: 26,331 shares; 2026Q1: 29,072 shares 29,072 $4.38M 0.02% +2,741 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,530 shares; 2024Q4: 30,633 shares; 2025Q1: 30,722 shares; 2025Q2: 30,244 shares; 2025Q3: 30,857 shares; 2025Q4: 36,014 shares; 2026Q1: 46,873 shares 46,873 $4.37M 0.02% +10,859 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,672 shares; 2025Q1: 7,509 shares; 2025Q2: 7,448 shares; 2025Q3: 7,249 shares; 2025Q4: 7,327 shares; 2026Q1: 7,007 shares 7,007 $4.32M 0.02% -320 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,257 shares; 2025Q1: 14,374 shares; 2025Q2: 14,729 shares; 2025Q3: 14,588 shares; 2025Q4: 14,389 shares; 2026Q1: 14,100 shares 14,100 $4.29M 0.02% -289 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 16,277 shares; 2025Q1: 16,152 shares; 2025Q2: 16,369 shares; 2025Q3: 16,384 shares; 2025Q4: 16,026 shares; 2026Q1: 16,059 shares 16,059 $4.27M 0.02% +33 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,609 shares; 2024Q4: 18,021 shares; 2025Q1: 17,333 shares; 2025Q2: 47,045 shares; 2025Q3: 46,385 shares; 2025Q4: 92,844 shares; 2026Q1: 91,306 shares 91,306 $4.24M 0.02% -1,538 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,700 shares; 2024Q4: 197,981 shares; 2025Q1: 193,149 shares; 2025Q2: 211,648 shares; 2025Q3: 251,372 shares; 2025Q4: 218,676 shares; 2026Q1: 219,232 shares 219,232 $4.23M 0.02% +556 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,340 shares 96,340 $4.19M 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,510 shares; 2024Q4: 30,117 shares; 2025Q1: 24,737 shares; 2025Q2: 25,994 shares; 2025Q3: 30,101 shares; 2025Q4: 27,339 shares; 2026Q1: 28,368 shares 28,368 $4.15M 0.02% +1,029 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,144 shares; 2024Q4: 78,253 shares; 2025Q1: 77,704 shares; 2025Q2: 75,801 shares; 2025Q3: 76,977 shares; 2025Q4: 79,369 shares; 2026Q1: 80,822 shares 80,822 $4.14M 0.02% +1,453 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,489 shares; 2024Q4: 21,192 shares; 2025Q1: 21,118 shares; 2025Q2: 24,978 shares; 2025Q3: 23,620 shares; 2025Q4: 23,484 shares; 2026Q1: 22,749 shares 22,749 $4.13M 0.02% -735 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 30,398 shares; 2025Q1: 30,815 shares; 2025Q2: 30,938 shares; 2025Q3: 31,951 shares; 2025Q4: 32,698 shares; 2026Q1: 31,507 shares 31,507 $4.13M 0.02% -1,191 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,355 shares; 2024Q4: 28,547 shares; 2025Q1: 28,466 shares; 2025Q2: 29,786 shares; 2025Q3: 29,883 shares; 2025Q4: 31,617 shares; 2026Q1: 32,956 shares 32,956 $4.12M 0.02% +1,339 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 17,653 shares; 2025Q1: 16,272 shares; 2025Q2: 16,903 shares; 2025Q3: 16,842 shares; 2025Q4: 16,131 shares; 2026Q1: 15,731 shares 15,731 $4.12M 0.02% -400 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,106 shares; 2024Q4: 22,976 shares; 2025Q1: 22,576 shares; 2025Q2: 22,409 shares; 2025Q3: 22,254 shares; 2025Q4: 22,416 shares; 2026Q1: 23,682 shares 23,682 $4.11M 0.02% +1,266 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,923 shares; 2026Q1: 71,450 shares 71,450 $4.07M 0.01% +13,527 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,968 shares; 2024Q4: 35,762 shares; 2025Q1: 35,302 shares; 2025Q2: 35,191 shares; 2025Q3: 35,133 shares; 2025Q4: 35,785 shares; 2026Q1: 31,790 shares 31,790 $4.01M 0.01% -3,995 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,268 shares; 2024Q4: 76,996 shares; 2025Q1: 82,015 shares; 2025Q2: 81,676 shares; 2025Q3: 64,202 shares; 2025Q4: 64,416 shares; 2026Q1: 85,781 shares 85,781 $3.99M 0.01% +21,365 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,574 shares; 2024Q4: 227,300 shares; 2025Q1: 205,907 shares; 2025Q2: 194,967 shares; 2025Q3: 169,867 shares; 2025Q4: 140,990 shares; 2026Q1: 124,106 shares 124,106 $3.97M 0.01% -16,884 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,662 shares; 2025Q1: 5,904 shares; 2025Q2: 6,679 shares; 2025Q3: 6,884 shares; 2025Q4: 8,483 shares; 2026Q1: 10,159 shares 10,159 $3.97M 0.01% +1,676 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,011 shares; 2024Q4: 401,923 shares; 2025Q1: 401,923 shares; 2025Q2: 350,357 shares; 2025Q3: 350,330 shares; 2025Q4: 350,868 shares; 2026Q1: 350,860 shares 350,860 $3.89M 0.01% -8 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,556 shares; 2024Q4: 45,080 shares; 2025Q1: 44,602 shares; 2025Q2: 44,611 shares; 2025Q3: 45,340 shares; 2025Q4: 44,952 shares; 2026Q1: 51,765 shares 51,765 $3.89M 0.01% +6,813 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,989 shares; 2024Q4: 59,218 shares; 2025Q1: 59,227 shares; 2025Q2: 58,150 shares; 2025Q3: 55,063 shares; 2025Q4: 53,582 shares; 2026Q1: 50,319 shares 50,319 $3.88M 0.01% -3,263 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 6,726 shares; 2025Q1: 6,350 shares; 2025Q2: 5,825 shares; 2025Q3: 7,300 shares; 2025Q4: 7,307 shares; 2026Q1: 6,973 shares 6,973 $3.83M 0.01% -334 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,823 shares; 2025Q1: 3,936 shares; 2025Q2: 3,854 shares; 2025Q3: 3,825 shares; 2025Q4: 4,242 shares; 2026Q1: 4,323 shares 4,323 $3.74M 0.01% +81 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,838 shares; 2024Q4: 21,571 shares; 2025Q1: 21,583 shares; 2025Q2: 21,235 shares; 2025Q3: 21,227 shares; 2025Q4: 20,925 shares; 2026Q1: 18,335 shares 18,335 $3.74M 0.01% -2,590 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 22,251 shares; 2025Q1: 22,479 shares; 2025Q2: 21,707 shares; 2025Q3: 21,504 shares; 2025Q4: 20,223 shares; 2026Q1: 20,685 shares 20,685 $3.73M 0.01% +462 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,433 shares; 2024Q4: 34,504 shares; 2025Q1: 36,161 shares; 2025Q2: 39,611 shares; 2025Q3: 43,009 shares; 2025Q4: 42,028 shares; 2026Q1: 51,382 shares 51,382 $3.7M 0.01% +9,354 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,577 shares; 2024Q4: 117,126 shares; 2025Q1: 51,871 shares; 2025Q2: 48,145 shares; 2025Q3: 46,613 shares; 2025Q4: 45,982 shares; 2026Q1: 46,162 shares 46,162 $3.61M 0.01% +180 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,869 shares; 2024Q4: 20,403 shares; 2025Q1: 20,445 shares; 2025Q2: 20,946 shares; 2025Q3: 20,909 shares; 2025Q4: 22,997 shares; 2026Q1: 22,003 shares 22,003 $3.56M 0.01% -994 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 17,421 shares; 2025Q1: 16,733 shares; 2025Q2: 16,384 shares; 2025Q3: 16,106 shares; 2025Q4: 15,401 shares; 2026Q1: 17,506 shares 17,506 $3.46M 0.01% +2,105 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,820 shares 37,820 $3.44M 0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 6,814 shares; 2025Q1: 6,638 shares; 2025Q2: 10,825 shares; 2025Q3: 9,265 shares; 2025Q4: 9,219 shares; 2026Q1: 4,928 shares 4,928 $3.44M 0.01% -4,291 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,848 shares; 2024Q4: 42,214 shares; 2025Q1: 39,773 shares; 2025Q2: 39,481 shares; 2025Q3: 38,675 shares; 2025Q4: 39,749 shares; 2026Q1: 43,159 shares 43,159 $3.39M 0.01% +3,410 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,668 shares; 2024Q4: 45,389 shares; 2025Q1: 35,241 shares; 2025Q2: 32,803 shares; 2025Q3: 32,581 shares; 2025Q4: 33,198 shares; 2026Q1: 34,893 shares 34,893 $3.39M 0.01% +1,695 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,019 shares; 2024Q4: 14,537 shares; 2025Q1: 13,821 shares; 2025Q2: 14,758 shares; 2025Q3: 17,025 shares; 2025Q4: 18,231 shares; 2026Q1: 17,260 shares 17,260 $3.39M 0.01% -971 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,085 shares; 2024Q4: 61,085 shares; 2025Q1: 61,085 shares; 2025Q2: 68,357 shares; 2025Q3: 68,357 shares; 2025Q4: 68,357 shares; 2026Q1: 68,357 shares 68,357 $3.35M 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,824 shares; 2024Q4: 48,931 shares; 2025Q1: 42,055 shares; 2025Q2: 39,722 shares; 2025Q3: 39,605 shares; 2025Q4: 35,714 shares; 2026Q1: 35,870 shares 35,870 $3.35M 0.01% +156 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 11,100 shares; 2025Q1: 10,386 shares; 2025Q2: 12,615 shares; 2025Q3: 12,826 shares; 2025Q4: 14,236 shares; 2026Q1: 15,927 shares 15,927 $3.31M 0.01% +1,691 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 37,737 shares; 2025Q1: 37,833 shares; 2025Q2: 39,312 shares; 2025Q3: 37,706 shares; 2025Q4: 71,716 shares; 2026Q1: 72,115 shares 72,115 $3.31M 0.01% +399 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,272 shares; 2024Q4: 15,841 shares; 2025Q1: 15,608 shares; 2025Q2: 16,142 shares; 2025Q3: 16,086 shares; 2025Q4: 16,987 shares; 2026Q1: 16,876 shares 16,876 $3.31M 0.01% -111 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,440 shares; 2025Q1: 16,880 shares; 2025Q2: 16,766 shares; 2025Q3: 15,519 shares; 2025Q4: 14,063 shares; 2026Q1: 13,182 shares 13,182 $3.31M 0.01% -881 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,398 shares; 2024Q4: 24,922 shares; 2025Q1: 22,823 shares; 2025Q2: 19,775 shares; 2025Q3: 23,210 shares; 2025Q4: 22,161 shares; 2026Q1: 23,902 shares 23,902 $3.28M 0.01% +1,741 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 21,213 shares; 2025Q1: 20,893 shares; 2025Q2: 21,098 shares; 2025Q3: 22,575 shares; 2025Q4: 28,153 shares; 2026Q1: 28,649 shares 28,649 $3.27M 0.01% +496 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,435 shares; 2024Q4: 30,704 shares; 2025Q1: 24,431 shares; 2025Q2: 20,077 shares; 2025Q3: 20,183 shares; 2025Q4: 17,051 shares; 2026Q1: 14,598 shares 14,598 $3.23M 0.01% -2,453 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,740 shares; 2025Q1: 6,830 shares; 2025Q2: 29,763 shares; 2025Q3: 9,380 shares; 2025Q4: 16,662 shares; 2026Q1: 39,060 shares 39,060 $3.22M 0.01% +22,398 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 23,299 shares; 2025Q1: 23,278 shares; 2025Q2: 22,754 shares; 2025Q3: 22,417 shares; 2025Q4: 21,686 shares; 2026Q1: 22,205 shares 22,205 $3.21M 0.01% +519 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,548 shares; 2024Q4: 72,129 shares; 2025Q1: 72,923 shares; 2025Q2: 73,382 shares; 2025Q3: 49,095 shares; 2025Q4: 48,202 shares; 2026Q1: 54,246 shares 54,246 $3.21M 0.01% +6,044 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,942 shares; 2024Q4: 19,771 shares; 2025Q1: 19,390 shares; 2025Q2: 19,079 shares; 2025Q3: 18,879 shares; 2025Q4: 18,849 shares; 2026Q1: 18,747 shares 18,747 $3.17M 0.01% -102 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,999 shares; 2024Q4: 25,849 shares; 2025Q1: 24,244 shares; 2025Q2: 21,037 shares; 2025Q3: 19,626 shares; 2025Q4: 23,355 shares; 2026Q1: 27,296 shares 27,296 $3.16M 0.01% +3,941 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,727 shares; 2024Q4: 120,053 shares; 2025Q1: 116,997 shares; 2025Q2: 103,856 shares; 2025Q3: 98,362 shares; 2025Q4: 90,187 shares; 2026Q1: 83,213 shares 83,213 $3.15M 0.01% -6,974 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,407 shares; 2024Q4: 169,987 shares; 2025Q1: 117,048 shares; 2025Q2: 117,500 shares; 2025Q3: 117,038 shares; 2025Q4: 123,870 shares; 2026Q1: 144,836 shares 144,836 $3.14M 0.01% +20,966 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,640 shares; 2024Q4: 114,754 shares; 2025Q1: 142,274 shares; 2025Q2: 138,509 shares; 2025Q3: 127,025 shares; 2025Q4: 131,445 shares; 2026Q1: 108,223 shares 108,223 $3.13M 0.01% -23,222 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,227 shares; 2024Q4: 42,873 shares; 2025Q1: 35,939 shares; 2025Q2: 36,172 shares; 2025Q3: 35,715 shares; 2025Q4: 33,908 shares; 2026Q1: 38,717 shares 38,717 $3.1M 0.01% +4,809 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,786 shares; 2024Q4: 56,188 shares; 2025Q1: 61,964 shares; 2025Q2: 55,325 shares; 2025Q3: 56,523 shares; 2025Q4: 60,457 shares; 2026Q1: 65,558 shares 65,558 $3.08M 0.01% +5,101 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares; 2026Q1: 9,328 shares 9,328 $3.07M 0.01% +77 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,561 shares; 2025Q4: 40,152 shares; 2026Q1: 35,831 shares 35,831 $3.04M 0.01% -4,321 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,907 shares; 2024Q4: 22,460 shares; 2025Q1: 30,666 shares; 2025Q2: 32,716 shares; 2025Q3: 33,072 shares; 2025Q4: 35,044 shares; 2026Q1: 41,751 shares 41,751 $3.04M 0.01% +6,707 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,608 shares; 2024Q4: 33,969 shares; 2025Q1: 33,422 shares; 2025Q2: 33,149 shares; 2025Q3: 32,678 shares; 2025Q4: 32,535 shares; 2026Q1: 32,258 shares 32,258 $3.03M 0.01% -277 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 9,986 shares; 2025Q1: 10,955 shares; 2025Q2: 11,751 shares; 2025Q3: 11,893 shares; 2025Q4: 29,635 shares; 2026Q1: 21,139 shares 21,139 $3.02M 0.01% -8,496 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,347 shares; 2024Q4: 50,480 shares; 2025Q1: 44,609 shares; 2025Q2: 36,931 shares; 2025Q3: 38,084 shares; 2025Q4: 42,344 shares; 2026Q1: 39,744 shares 39,744 $2.99M 0.01% -2,600 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 14,744 shares; 2025Q1: 16,007 shares; 2025Q2: 16,479 shares; 2025Q3: 17,243 shares; 2025Q4: 19,181 shares; 2026Q1: 25,928 shares 25,928 $2.98M 0.01% +6,747 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,940 shares; 2024Q4: 117,990 shares; 2025Q1: 112,239 shares; 2025Q2: 117,570 shares; 2025Q3: 106,946 shares; 2025Q4: 107,379 shares; 2026Q1: 122,985 shares 122,985 $2.94M 0.01% +15,606 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,353 shares; 2024Q4: 502,667 shares; 2025Q1: 479,795 shares; 2025Q2: 458,755 shares; 2025Q3: 399,840 shares; 2025Q4: 84,337 shares; 2026Q1: 52,438 shares 52,438 $2.93M 0.01% -31,899 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,081 shares; 2024Q4: 34,292 shares; 2025Q1: 35,232 shares; 2025Q2: 35,652 shares; 2025Q3: 36,512 shares; 2025Q4: 35,584 shares; 2026Q1: 31,448 shares 31,448 $2.9M 0.01% -4,136 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,791 shares; 2026Q1: 37,986 shares 37,986 $2.89M 0.01% -17,805 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,544 shares; 2024Q4: 22,963 shares; 2025Q1: 20,378 shares; 2025Q2: 19,800 shares; 2025Q3: 16,723 shares; 2025Q4: 16,774 shares; 2026Q1: 24,359 shares 24,359 $2.89M 0.01% +7,585 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 7,350 shares; 2025Q1: 10,957 shares; 2025Q2: 10,021 shares; 2025Q3: 9,078 shares; 2025Q4: 9,900 shares; 2026Q1: 12,459 shares 12,459 $2.87M 0.01% +2,559 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,895 shares; 2024Q4: 18,908 shares; 2025Q1: 18,651 shares; 2025Q2: 17,323 shares; 2025Q3: 17,659 shares; 2025Q4: 19,545 shares; 2026Q1: 24,771 shares 24,771 $2.86M 0.01% +5,226 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,537 shares; 2024Q4: 18,365 shares; 2025Q1: 17,011 shares; 2025Q2: 14,509 shares; 2025Q3: 14,466 shares; 2025Q4: 13,102 shares; 2026Q1: 16,917 shares 16,917 $2.86M 0.01% +3,815 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,325 shares; 2024Q4: 35,913 shares; 2025Q1: 29,737 shares; 2025Q2: 27,139 shares; 2025Q3: 30,402 shares; 2025Q4: 27,250 shares; 2026Q1: 27,390 shares 27,390 $2.85M 0.01% +140 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,108 shares; 2024Q4: 104,856 shares; 2025Q1: 106,778 shares; 2025Q2: 107,918 shares; 2025Q3: 94,467 shares; 2025Q4: 103,229 shares; 2026Q1: 135,426 shares 135,426 $2.8M 0.01% +32,197 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,703 shares; 2024Q4: 31,353 shares; 2025Q1: 31,353 shares; 2025Q2: 31,353 shares; 2025Q3: 31,345 shares; 2025Q4: 31,345 shares; 2026Q1: 31,345 shares 31,345 $2.8M 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 26,511 shares; 2025Q1: 126,309 shares; 2025Q2: 150,955 shares; 2025Q3: 157,911 shares; 2025Q4: 180,432 shares; 2026Q1: 206,312 shares 206,312 $2.79M 0.01% +25,880 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,378 shares; 2025Q1: 5,392 shares; 2025Q2: 6,077 shares; 2025Q3: 6,625 shares; 2025Q4: 6,445 shares; 2026Q1: 6,404 shares 6,404 $2.78M 0.01% -41 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,314 shares; 2024Q4: 29,587 shares; 2025Q1: 30,054 shares; 2025Q2: 28,556 shares; 2025Q3: 27,537 shares; 2025Q4: 25,147 shares; 2026Q1: 25,876 shares 25,876 $2.77M 0.01% +729 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 9,922 shares; 2025Q1: 10,902 shares; 2025Q2: 11,123 shares; 2025Q3: 11,990 shares; 2025Q4: 11,634 shares; 2026Q1: 9,893 shares 9,893 $2.75M 0.01% -1,741 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,481 shares; 2024Q4: 58,194 shares; 2025Q1: 57,943 shares; 2025Q2: 59,210 shares; 2025Q3: 57,605 shares; 2025Q4: 56,674 shares; 2026Q1: 55,464 shares 55,464 $2.74M 0.01% -1,210 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,297 shares; 2024Q4: 55,361 shares; 2025Q1: 53,608 shares; 2025Q2: 48,007 shares; 2025Q3: 45,091 shares; 2025Q4: 37,359 shares; 2026Q1: 28,513 shares 28,513 $2.68M 0.01% -8,846 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 11,066 shares; 2025Q1: 10,695 shares; 2025Q2: 10,524 shares; 2025Q3: 10,322 shares; 2025Q4: 9,562 shares; 2026Q1: 9,850 shares 9,850 $2.67M 0.01% +288 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,425 shares; 2026Q1: 141,761 shares 141,761 $2.65M 0.01% -86,664 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,414 shares; 2025Q1: 23,708 shares; 2025Q2: 23,896 shares; 2025Q3: 8,952 shares; 2025Q4: 4,416 shares; 2026Q1: 2,690 shares 2,690 $2.64M 0.01% -1,726 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,531 shares; 2024Q4: 29,513 shares; 2025Q1: 28,517 shares; 2025Q2: 30,693 shares; 2025Q3: 20,282 shares; 2025Q4: 23,868 shares; 2026Q1: 24,596 shares 24,596 $2.61M 0.01% +728 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,394 shares; 2024Q4: 44,820 shares; 2025Q1: 45,543 shares; 2025Q2: 43,468 shares; 2025Q3: 42,193 shares; 2025Q4: 40,800 shares; 2026Q1: 42,465 shares 42,465 $2.6M 0.01% +1,665 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,580 shares; 2024Q4: 10,388 shares; 2025Q1: 10,112 shares; 2025Q2: 10,065 shares; 2025Q3: 8,972 shares; 2025Q4: 9,104 shares; 2026Q1: 8,847 shares 8,847 $2.59M 0.01% -257 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,456 shares; 2024Q4: 13,573 shares; 2025Q1: 13,830 shares; 2025Q2: 14,076 shares; 2025Q3: 13,938 shares; 2025Q4: 8,644 shares; 2026Q1: 15,071 shares 15,071 $2.58M 0.01% +6,427 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,402 shares; 2024Q4: 185,788 shares; 2025Q1: 80,353 shares; 2025Q2: 54,336 shares; 2025Q3: 38,083 shares; 2025Q4: 33,565 shares; 2026Q1: 35,477 shares 35,477 $2.58M 0.01% +1,912 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,409 shares; 2024Q4: 28,409 shares; 2025Q1: 27,096 shares; 2025Q2: 26,580 shares; 2025Q3: 21,586 shares; 2025Q4: 21,063 shares; 2026Q1: 21,258 shares 21,258 $2.58M 0.01% +195 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 15,847 shares; 2025Q1: 16,197 shares; 2025Q2: 16,170 shares; 2025Q3: 19,098 shares; 2025Q4: 19,738 shares; 2026Q1: 16,520 shares 16,520 $2.57M 0.01% -3,218 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,383 shares; 2025Q1: 17,329 shares; 2025Q2: 81,965 shares; 2025Q3: 81,965 shares; 2025Q4: 87,849 shares; 2026Q1: 33,130 shares 33,130 $2.55M 0.01% -54,719 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 14,380 shares; 2025Q1: 16,176 shares; 2025Q2: 17,913 shares; 2025Q3: 18,332 shares; 2025Q4: 21,131 shares; 2026Q1: 20,077 shares 20,077 $2.55M 0.01% -1,054 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,210 shares; 2024Q4: 20,764 shares; 2025Q1: 20,862 shares; 2025Q2: 23,085 shares; 2025Q3: 21,742 shares; 2025Q4: 23,151 shares; 2026Q1: 23,830 shares 23,830 $2.52M 0.01% +679 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,752 shares; 2024Q4: 27,104 shares; 2025Q1: 22,696 shares; 2025Q2: 24,149 shares; 2025Q3: 24,410 shares; 2025Q4: 50,564 shares; 2026Q1: 50,062 shares 50,062 $2.5M 0.01% -502 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 23,132 shares; 2025Q1: 24,640 shares; 2025Q2: 24,418 shares; 2025Q3: 22,025 shares; 2025Q4: 22,304 shares; 2026Q1: 24,170 shares 24,170 $2.48M 0.01% +1,866 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,596 shares; 2024Q4: 21,490 shares; 2025Q1: 19,962 shares; 2025Q2: 49,142 shares; 2025Q3: 53,704 shares; 2025Q4: 42,631 shares; 2026Q1: 41,314 shares 41,314 $2.48M 0.01% -1,317 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,797 shares; 2024Q4: 24,894 shares; 2025Q1: 24,894 shares; 2025Q2: 25,457 shares; 2025Q3: 26,482 shares; 2025Q4: 26,482 shares; 2026Q1: 26,939 shares 26,939 $2.47M 0.01% +457 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,209 shares; 2024Q4: 45,740 shares; 2025Q1: 43,409 shares; 2025Q2: 40,646 shares; 2025Q3: 42,824 shares; 2025Q4: 43,951 shares; 2026Q1: 42,970 shares 42,970 $2.45M 0.01% -981 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,918 shares; 2024Q4: 24,500 shares; 2025Q1: 22,963 shares; 2025Q2: 28,712 shares; 2025Q3: 28,637 shares; 2025Q4: 28,184 shares; 2026Q1: 27,817 shares 27,817 $2.44M 0.01% -367 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 51,239 shares; 2025Q1: 50,608 shares; 2025Q2: 55,149 shares; 2025Q3: 54,199 shares; 2025Q4: 54,546 shares; 2026Q1: 53,615 shares 53,615 $2.44M 0.01% -931 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,036 shares; 2025Q1: 1,894 shares; 2025Q2: 1,863 shares; 2025Q3: 1,784 shares; 2025Q4: 1,837 shares; 2026Q1: 1,409 shares 1,409 $2.44M 0.01% -428 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,781 shares; 2025Q1: 8,280 shares; 2025Q2: 9,459 shares; 2025Q3: 16,716 shares; 2025Q4: 15,166 shares; 2026Q1: 14,836 shares 14,836 $2.43M 0.01% -330 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,086 shares; 2025Q2: 68,686 shares; 2025Q3: 67,640 shares; 2025Q4: 69,697 shares; 2026Q1: 69,907 shares 69,907 $2.41M 0.01% +210 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,099 shares; 2024Q4: 144,646 shares; 2025Q1: 121,666 shares; 2025Q2: 122,957 shares; 2025Q3: 122,266 shares; 2025Q4: 121,607 shares; 2026Q1: 131,069 shares 131,069 $2.4M 0.01% +9,462 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,263 shares; 2024Q4: 100,677 shares; 2025Q1: 115,320 shares; 2025Q2: 109,276 shares; 2025Q3: 132,985 shares; 2025Q4: 139,906 shares; 2026Q1: 151,635 shares 151,635 $2.37M 0.01% +11,729 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 1,914 shares; 2025Q1: 2,160 shares; 2025Q2: 2,314 shares; 2025Q3: 2,659 shares; 2025Q4: 4,004 shares; 2026Q1: 11,327 shares 11,327 $2.33M 0.01% +7,323 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,680 shares; 2024Q4: 122,266 shares; 2025Q1: 125,563 shares; 2025Q2: 129,971 shares; 2025Q3: 134,459 shares; 2025Q4: 155,849 shares; 2026Q1: 199,452 shares 199,452 $2.3M 0.01% +43,603 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 12,024 shares; 2025Q3: 10,929 shares; 2025Q4: 10,838 shares; 2026Q1: 11,154 shares 11,154 $2.3M 0.01% +316 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,844 shares; 2024Q4: 26,592 shares; 2025Q1: 29,827 shares; 2025Q2: 27,674 shares; 2025Q3: 25,252 shares; 2025Q4: 25,944 shares; 2026Q1: 25,691 shares 25,691 $2.28M 0.01% -253 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,665 shares; 2025Q1: 7,274 shares; 2025Q2: 7,033 shares; 2025Q3: 7,304 shares; 2025Q4: 6,823 shares; 2026Q1: 7,044 shares 7,044 $2.27M 0.01% +221 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,297 shares; 2024Q4: 29,551 shares; 2025Q1: 26,449 shares; 2025Q2: 27,572 shares; 2025Q3: 27,049 shares; 2025Q4: 28,039 shares; 2026Q1: 27,726 shares 27,726 $2.27M 0.01% -313 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,547 shares; 2025Q1: 5,932 shares; 2025Q2: 9,794 shares; 2025Q3: 15,344 shares; 2025Q4: 9,238 shares; 2026Q1: 16,409 shares 16,409 $2.27M 0.01% +7,171 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,226 shares; 2025Q1: 6,583 shares; 2025Q2: 5,578 shares; 2025Q3: 4,954 shares; 2025Q4: 4,852 shares; 2026Q1: 4,829 shares 4,829 $2.24M 0.01% -23 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,608 shares; 2024Q4: 156,888 shares; 2025Q1: 163,164 shares; 2025Q2: 158,531 shares; 2025Q3: 154,845 shares; 2025Q4: 146,722 shares; 2026Q1: 115,220 shares 115,220 $2.21M 0.01% -31,502 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,273 shares; 2024Q4: 31,584 shares; 2025Q1: 28,738 shares; 2025Q2: 27,140 shares; 2025Q3: 25,022 shares; 2025Q4: 23,420 shares; 2026Q1: 20,353 shares 20,353 $2.2M 0.01% -3,067 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,483 shares; 2024Q4: 55,449 shares; 2025Q1: 56,128 shares; 2025Q2: 48,524 shares; 2025Q3: 60,644 shares; 2025Q4: 77,149 shares; 2026Q1: 85,757 shares 85,757 $2.2M 0.01% +8,608 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 18,156 shares; 2025Q1: 17,911 shares; 2025Q2: 16,726 shares; 2025Q3: 16,779 shares; 2025Q4: 15,316 shares; 2026Q1: 15,311 shares 15,311 $2.18M 0.01% -5 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 28,152 shares; 2025Q1: 32,818 shares; 2025Q2: 33,139 shares; 2025Q3: 35,212 shares; 2025Q4: 38,726 shares; 2026Q1: 45,394 shares 45,394 $2.18M 0.01% +6,668 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,453 shares; 2024Q4: 15,729 shares; 2025Q1: 15,726 shares; 2025Q2: 16,219 shares; 2025Q3: 23,211 shares; 2025Q4: 26,996 shares; 2026Q1: 34,693 shares 34,693 $2.18M 0.01% +7,697 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,127 shares; 2025Q3: 11,127 shares; 2025Q4: 11,127 shares; 2026Q1: 61,127 shares 61,127 $2.17M 0.01% +50,000 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,498 shares; 2024Q4: 62,988 shares; 2025Q1: 58,486 shares; 2025Q2: 49,655 shares; 2025Q3: 44,549 shares; 2025Q4: 41,179 shares; 2026Q1: 38,952 shares 38,952 $2.15M 0.01% -2,227 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,362 shares; 2024Q4: 34,137 shares; 2025Q1: 30,520 shares; 2025Q2: 26,365 shares; 2025Q3: 31,991 shares; 2025Q4: 31,022 shares; 2026Q1: 31,537 shares 31,537 $2.15M 0.01% +515 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,644 shares; 2024Q4: 42,386 shares; 2025Q1: 38,629 shares; 2025Q2: 33,485 shares; 2025Q3: 37,566 shares; 2025Q4: 36,960 shares; 2026Q1: 32,898 shares 32,898 $2.15M 0.01% -4,062 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,181 shares; 2025Q1: 7,788 shares; 2025Q2: 7,459 shares; 2025Q3: 7,536 shares; 2025Q4: 8,918 shares; 2026Q1: 10,276 shares 10,276 $2.15M 0.01% +1,358 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 13,227 shares; 2025Q1: 13,551 shares; 2025Q2: 16,779 shares; 2025Q3: 18,109 shares; 2025Q4: 18,316 shares; 2026Q1: 19,236 shares 19,236 $2.13M 0.01% +920 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 23,418 shares; 2025Q1: 21,268 shares; 2025Q2: 23,365 shares; 2025Q3: 23,378 shares; 2025Q4: 24,841 shares; 2026Q1: 20,754 shares 20,754 $2.13M 0.01% -4,087 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 10,402 shares; 2025Q1: 10,582 shares; 2025Q2: 10,573 shares; 2025Q3: 10,663 shares; 2025Q4: 10,528 shares; 2026Q1: 9,723 shares 9,723 $2.11M 0.01% -805 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 19,301 shares; 2025Q1: 20,145 shares; 2025Q2: 26,265 shares; 2025Q3: 27,955 shares; 2025Q4: 33,377 shares; 2026Q1: 32,964 shares 32,964 $2.11M 0.01% -413 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,970 shares; 2024Q4: 15,511 shares; 2025Q1: 15,381 shares; 2025Q2: 13,534 shares; 2025Q3: 14,294 shares; 2025Q4: 12,250 shares; 2026Q1: 13,410 shares 13,410 $2.11M 0.01% +1,160 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,102 shares; 2024Q4: 20,478 shares; 2025Q1: 20,552 shares; 2025Q2: 21,447 shares; 2025Q3: 19,646 shares; 2025Q4: 25,386 shares; 2026Q1: 38,170 shares 38,170 $2.11M 0.01% +12,784 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,656 shares; 2024Q4: 18,408 shares; 2025Q1: 18,761 shares; 2025Q2: 18,629 shares; 2025Q3: 17,450 shares; 2025Q4: 20,578 shares; 2026Q1: 18,773 shares 18,773 $2.08M 0.01% -1,805 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,388 shares; 2024Q4: 79,682 shares; 2025Q1: 79,005 shares; 2025Q2: 71,941 shares; 2025Q3: 54,541 shares; 2025Q4: 54,448 shares; 2026Q1: 60,500 shares 60,500 $2.08M 0.01% +6,052 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,940 shares; 2024Q4: 43,687 shares; 2025Q1: 38,588 shares; 2025Q2: 33,261 shares; 2025Q3: 29,641 shares; 2025Q4: 27,602 shares; 2026Q1: 23,540 shares 23,540 $2.08M 0.01% -4,062 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,636 shares; 2024Q4: 58,908 shares; 2025Q1: 58,908 shares; 2025Q2: 96,393 shares; 2025Q3: 92,758 shares; 2025Q4: 91,991 shares; 2026Q1: 82,841 shares 82,841 $2.08M 0.01% -9,150 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,225 shares; 2024Q4: 231,848 shares; 2025Q1: 236,878 shares; 2025Q2: 236,458 shares; 2025Q3: 196,731 shares; 2025Q4: 210,154 shares; 2026Q1: 207,523 shares 207,523 $2.08M 0.01% -2,631 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 5,114 shares; 2025Q1: 10,471 shares; 2025Q2: 11,165 shares; 2025Q3: 9,896 shares; 2025Q4: 10,621 shares; 2026Q1: 12,600 shares 12,600 $2.07M 0.01% +1,979 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,467 shares; 2024Q4: 18,836 shares; 2025Q1: 20,342 shares; 2025Q2: 24,031 shares; 2025Q3: 28,383 shares; 2025Q4: 43,231 shares; 2026Q1: 119,395 shares 119,395 $2.03M 0.01% +76,164 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,649 shares; 2025Q1: 4,623 shares; 2025Q2: 4,715 shares; 2025Q3: 4,752 shares; 2025Q4: 5,231 shares; 2026Q1: 6,185 shares 6,185 $2.02M 0.01% +954 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,776 shares; 2024Q4: 85,069 shares; 2025Q1: 92,372 shares; 2025Q2: 96,529 shares; 2025Q3: 100,840 shares; 2025Q4: 114,577 shares; 2026Q1: 108,903 shares 108,903 $2.01M 0.01% -5,674 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,809 shares; 2024Q4: 20,953 shares; 2025Q1: 17,217 shares; 2025Q2: 11,406 shares; 2025Q3: 9,780 shares; 2025Q4: 8,844 shares; 2026Q1: 7,959 shares 7,959 $1.99M 0.01% -885 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,490 shares; 2024Q4: 66,497 shares; 2025Q1: 59,775 shares; 2025Q2: 58,324 shares; 2025Q3: 57,017 shares; 2025Q4: 50,211 shares; 2026Q1: 53,982 shares 53,982 $1.98M 0.01% +3,771 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 43,042 shares; 2025Q1: 55,785 shares; 2025Q2: 124,353 shares; 2025Q3: 133,215 shares; 2025Q4: 77,088 shares; 2026Q1: 56,279 shares 56,279 $1.98M 0.01% -20,809 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 12,438 shares; 2025Q1: 14,639 shares; 2025Q2: 14,076 shares; 2025Q3: 13,920 shares; 2025Q4: 14,187 shares; 2026Q1: 14,501 shares 14,501 $1.96M 0.01% +314 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 3,597 shares; 2025Q1: 8,802 shares; 2025Q2: 8,187 shares; 2025Q3: 7,841 shares; 2025Q4: 7,369 shares; 2026Q1: 7,607 shares 7,607 $1.91M 0.01% +238 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,047 shares; 2026Q1: 10,064 shares 10,064 $1.9M 0.01% +17 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,026 shares; 2025Q1: 6,354 shares; 2025Q2: 6,188 shares; 2025Q3: 6,155 shares; 2025Q4: 9,575 shares; 2026Q1: 8,782 shares 8,782 $1.9M 0.01% -793 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,668 shares; 2025Q4: 22,874 shares; 2026Q1: 40,376 shares 40,376 $1.9M 0.01% +17,502 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,599 shares; 2025Q1: 5,421 shares; 2025Q2: 5,449 shares; 2025Q3: 5,544 shares; 2025Q4: 5,440 shares; 2026Q1: 5,155 shares 5,155 $1.89M 0.01% -285 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,900 shares; 2025Q1: 5,947 shares; 2025Q2: 5,856 shares; 2025Q3: 5,306 shares; 2025Q4: 5,405 shares; 2026Q1: 6,873 shares 6,873 $1.89M 0.01% +1,468 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,824 shares; 2025Q1: 1,718 shares; 2025Q2: 1,845 shares; 2025Q3: 1,749 shares; 2025Q4: 1,771 shares; 2026Q1: 1,713 shares 1,713 $1.87M 0.01% -58 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 18,258 shares; 2025Q1: 17,483 shares; 2025Q2: 17,465 shares; 2025Q3: 17,851 shares; 2025Q4: 17,909 shares; 2026Q1: 18,063 shares 18,063 $1.87M 0.01% +154 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 9,174 shares; 2025Q1: 10,484 shares; 2025Q2: 9,588 shares; 2025Q3: 10,336 shares; 2025Q4: 10,363 shares; 2026Q1: 9,898 shares 9,898 $1.83M 0.01% -465 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,841 shares; 2025Q1: 4,318 shares; 2025Q2: 4,366 shares; 2025Q3: 4,977 shares; 2025Q4: 5,417 shares; 2026Q1: 6,520 shares 6,520 $1.82M 0.01% +1,103 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,195 shares; 2025Q1: 4,438 shares; 2025Q2: 3,715 shares; 2025Q3: 3,106 shares; 2025Q4: 2,741 shares; 2026Q1: 2,483 shares 2,483 $1.81M 0.01% -258 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,826 shares; 2024Q4: 28,406 shares; 2025Q1: 35,032 shares; 2025Q2: 38,415 shares; 2025Q3: 44,633 shares; 2025Q4: 64,929 shares; 2026Q1: 159,090 shares 159,090 $1.79M 0.01% +94,161 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,230 shares; 2024Q4: 49,230 shares; 2025Q1: 49,230 shares; 2025Q2: 57,858 shares; 2025Q3: 57,858 shares; 2025Q4: 59,404 shares; 2026Q1: 73,478 shares 73,478 $1.79M 0.01% +14,074 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,350 shares; 2024Q4: 33,986 shares; 2025Q1: 36,582 shares; 2025Q2: 36,569 shares; 2025Q3: 70,720 shares; 2025Q4: 69,699 shares; 2026Q1: 72,003 shares 72,003 $1.79M 0.01% +2,304 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,320 shares; 2024Q4: 21,683 shares; 2025Q1: 21,048 shares; 2025Q2: 21,431 shares; 2025Q3: 21,155 shares; 2025Q4: 22,256 shares; 2026Q1: 32,853 shares 32,853 $1.78M 0.01% +10,597 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,730 shares; 2024Q4: 24,024 shares; 2025Q1: 23,356 shares; 2025Q2: 22,144 shares; 2025Q3: 21,294 shares; 2025Q4: 21,294 shares; 2026Q1: 25,475 shares 25,475 $1.77M 0.01% +4,181 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,597 shares; 2026Q1: 19,368 shares 19,368 $1.76M 0.01% +6,771 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 9,839 shares; 2025Q1: 6,918 shares; 2025Q2: 8,914 shares; 2025Q3: 8,838 shares; 2025Q4: 9,342 shares; 2026Q1: 8,852 shares 8,852 $1.75M 0.01% -490 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,364 shares; 2024Q4: 49,841 shares; 2025Q1: 58,674 shares; 2025Q2: 62,924 shares; 2025Q3: 64,669 shares; 2025Q4: 65,048 shares; 2026Q1: 66,614 shares 66,614 $1.73M 0.01% +1,566 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,689 shares; 2025Q1: 576,835 shares; 2025Q2: 514,722 shares; 2025Q3: 187,026 shares; 2025Q4: 43,631 shares; 2026Q1: 22,800 shares 22,800 $1.73M 0.01% -20,831 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,938 shares; 2024Q4: 7,623 shares; 2025Q1: 7,942 shares; 2025Q2: 7,608 shares; 2025Q3: 8,278 shares; 2025Q4: 9,356 shares; 2026Q1: 11,335 shares 11,335 $1.73M 0.01% +1,979 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,099 shares; 2025Q1: 5,103 shares; 2025Q2: 5,904 shares; 2025Q3: 5,871 shares; 2025Q4: 5,704 shares; 2026Q1: 5,498 shares 5,498 $1.73M 0.01% -206 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 33,402 shares; 2025Q1: 31,711 shares; 2025Q2: 29,874 shares; 2025Q3: 28,921 shares; 2025Q4: 17,259 shares; 2026Q1: 16,924 shares 16,924 $1.72M 0.01% -335 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,828 shares; 2024Q4: 27,969 shares; 2025Q1: 28,757 shares; 2025Q2: 28,696 shares; 2025Q3: 29,626 shares; 2025Q4: 17,415 shares; 2026Q1: 23,623 shares 23,623 $1.72M 0.01% +6,208 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 13,852 shares; 2025Q1: 13,813 shares; 2025Q2: 14,382 shares; 2025Q3: 11,927 shares; 2025Q4: 11,945 shares; 2026Q1: 12,692 shares 12,692 $1.72M 0.01% +747 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 10,819 shares; 2025Q1: 10,852 shares; 2025Q2: 6,179 shares; 2025Q3: 5,544 shares; 2025Q4: 5,588 shares; 2026Q1: 5,912 shares 5,912 $1.68M 0.01% +324 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,090 shares; 2024Q4: 30,051 shares; 2025Q1: 28,021 shares; 2025Q2: 27,227 shares; 2025Q3: 25,243 shares; 2025Q4: 26,061 shares; 2026Q1: 22,492 shares 22,492 $1.67M 0.01% -3,569 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 9,756 shares; 2025Q1: 13,323 shares; 2025Q2: 13,030 shares; 2025Q3: 13,664 shares; 2025Q4: 14,242 shares; 2026Q1: 14,135 shares 14,135 $1.67M 0.01% -107 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,575 shares; 2025Q1: 3,726 shares; 2025Q2: 3,869 shares; 2025Q3: 4,141 shares; 2025Q4: 4,087 shares; 2026Q1: 4,206 shares 4,206 $1.67M 0.01% +119 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 408 shares; 2025Q1: 414 shares; 2025Q2: 443 shares; 2025Q3: 451 shares; 2025Q4: 439 shares; 2026Q1: 487 shares 487 $1.64M 0.01% +48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 14,660 shares; 2025Q1: 12,057 shares; 2025Q2: 16,493 shares; 2025Q3: 17,135 shares; 2025Q4: 17,115 shares; 2026Q1: 16,504 shares 16,504 $1.63M 0.01% -611 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,975 shares; 2025Q1: 1,944 shares; 2025Q2: 1,634 shares; 2025Q3: 1,826 shares; 2025Q4: 2,098 shares; 2026Q1: 2,228 shares 2,228 $1.62M 0.01% +130 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,633 shares; 2025Q1: 7,511 shares; 2025Q2: 8,093 shares; 2025Q3: 8,254 shares; 2025Q4: 8,418 shares; 2026Q1: 8,834 shares 8,834 $1.62M 0.01% +416 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,682 shares; 2024Q4: 9,021 shares; 2025Q1: 8,819 shares; 2025Q2: 8,739 shares; 2025Q3: 9,036 shares; 2025Q4: 9,103 shares; 2026Q1: 9,486 shares 9,486 $1.62M 0.01% +383 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 4,028 shares; 2025Q1: 5,809 shares; 2025Q2: 5,750 shares; 2025Q3: 6,052 shares; 2025Q4: 5,918 shares; 2026Q1: 7,468 shares 7,468 $1.62M 0.01% +1,550 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,824 shares; 2025Q2: 44,496 shares; 2025Q3: 51,531 shares; 2025Q4: 60,662 shares; 2026Q1: 63,097 shares 63,097 $1.61M 0.01% +2,435 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,239 shares; 2025Q1: 1,533 shares; 2025Q2: 1,433 shares; 2025Q3: 1,581 shares; 2025Q4: 1,675 shares; 2026Q1: 2,063 shares 2,063 $1.59M 0.01% +388 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: 8,837 shares; 2025Q1: 8,914 shares; 2025Q2: 8,437 shares; 2025Q3: 8,318 shares; 2025Q4: 8,166 shares; 2026Q1: 7,742 shares 7,742 $1.59M 0.01% -424 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,539 shares; 2024Q4: 11,327 shares; 2025Q1: 10,229 shares; 2025Q2: 10,011 shares; 2025Q3: 9,692 shares; 2025Q4: 9,297 shares; 2026Q1: 11,755 shares 11,755 $1.59M 0.01% +2,458 Timeline