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: 511,025 shares; 2024Q4: 507,601 shares; 2025Q1: 505,583 shares; 2025Q2: 516,635 shares; 2025Q3: 500,673 shares; 2025Q4: 498,031 shares; 2026Q1: 485,494 shares 485,494 $123M 4.04% -12,537 Timeline LGRO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130,724 shares; 2024Q4: 2,198,022 shares; 2025Q1: 2,312,167 shares; 2025Q2: 2,154,964 shares; 2025Q3: 2,340,169 shares; 2025Q4: 2,661,407 shares; 2026Q1: 2,252,711 shares 2,252,711 $83.1M 2.73% -408,696 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: 138,441 shares; 2024Q4: 136,990 shares; 2025Q1: 131,762 shares; 2025Q2: 125,145 shares; 2025Q3: 121,507 shares; 2025Q4: 120,926 shares; 2026Q1: 141,968 shares 141,968 $81.9M 2.69% +21,042 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: 139,108 shares; 2024Q4: 141,959 shares; 2025Q1: 148,955 shares; 2025Q2: 153,636 shares; 2025Q3: 149,895 shares; 2025Q4: 156,642 shares; 2026Q1: 162,323 shares 162,323 $60.1M 1.97% +5,681 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: 226,796 shares; 2024Q4: 230,371 shares; 2025Q1: 226,795 shares; 2025Q2: 226,582 shares; 2025Q3: 226,784 shares; 2025Q4: 243,957 shares; 2026Q1: 250,732 shares 250,732 $52.2M 1.71% +6,775 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: 269,643 shares; 2024Q4: 270,449 shares; 2025Q1: 261,484 shares; 2025Q2: 289,117 shares; 2025Q3: 274,785 shares; 2025Q4: 281,313 shares; 2026Q1: 295,120 shares 295,120 $51.5M 1.69% +13,807 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: 148,555 shares; 2024Q4: 155,035 shares; 2025Q1: 158,806 shares; 2025Q2: 180,776 shares; 2025Q3: 176,286 shares; 2025Q4: 160,777 shares; 2026Q1: 151,451 shares 151,451 $43.6M 1.43% -9,326 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701,640 shares; 2024Q4: 754,423 shares; 2025Q1: 892,652 shares; 2025Q2: 914,706 shares; 2025Q3: 957,972 shares; 2025Q4: 1,159,901 shares; 2026Q1: 1,194,405 shares 1,194,405 $42.5M 1.4% +34,504 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: 60,770 shares; 2024Q4: 55,469 shares; 2025Q1: 48,772 shares; 2025Q2: 56,416 shares; 2025Q3: 58,565 shares; 2025Q4: 65,829 shares; 2026Q1: 68,976 shares 68,976 $41.2M 1.35% +3,147 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,642 shares; 2024Q4: 335,362 shares; 2025Q1: 343,515 shares; 2025Q2: 343,984 shares; 2025Q3: 349,239 shares; 2025Q4: 362,274 shares; 2026Q1: 528,965 shares 528,965 $40.5M 1.33% +166,691 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: 119,896 shares; 2024Q4: 126,332 shares; 2025Q1: 117,154 shares; 2025Q2: 119,936 shares; 2025Q3: 113,113 shares; 2025Q4: 114,195 shares; 2026Q1: 116,615 shares 116,615 $36.1M 1.18% +2,420 Timeline JIRE 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: 433,664 shares; 2024Q4: 400,284 shares; 2025Q1: 436,977 shares; 2025Q2: 450,142 shares; 2025Q3: 500,467 shares; 2025Q4: 511,036 shares; 2026Q1: 461,721 shares 461,721 $35M 1.15% -49,315 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,045 shares; 2024Q4: 630,856 shares; 2025Q1: 633,885 shares; 2025Q2: 620,611 shares; 2025Q3: 667,132 shares; 2025Q4: 640,412 shares; 2026Q1: 653,878 shares 653,878 $32.9M 1.08% +13,466 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271,655 shares; 2025Q3: 1,304,256 shares; 2025Q4: 1,342,242 shares; 2026Q1: 1,238,142 shares 1,238,142 $31.9M 1.05% -104,100 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: 134,719 shares; 2024Q4: 127,149 shares; 2025Q1: 129,365 shares; 2025Q2: 133,406 shares; 2025Q3: 129,118 shares; 2025Q4: 131,749 shares; 2026Q1: 132,234 shares 132,234 $28.8M 0.94% +485 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: 98,492 shares; 2024Q4: 99,025 shares; 2025Q1: 103,284 shares; 2025Q2: 101,520 shares; 2025Q3: 97,650 shares; 2025Q4: 98,877 shares; 2026Q1: 95,223 shares 95,223 $28M 0.92% -3,654 Timeline MOAT 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: 319,683 shares; 2024Q4: 332,704 shares; 2025Q1: 351,777 shares; 2025Q2: 357,975 shares; 2025Q3: 295,147 shares; 2025Q4: 296,122 shares; 2026Q1: 279,722 shares 279,722 $27M 0.89% -16,400 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: 42,898 shares; 2024Q4: 45,451 shares; 2025Q1: 45,378 shares; 2025Q2: 43,579 shares; 2025Q3: 41,680 shares; 2025Q4: 43,038 shares; 2026Q1: 44,216 shares 44,216 $25.3M 0.83% +1,178 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: 185,978 shares; 2024Q4: 192,633 shares; 2025Q1: 228,331 shares; 2025Q2: 187,313 shares; 2025Q3: 199,588 shares; 2025Q4: 231,434 shares; 2026Q1: 241,631 shares 241,631 $24M 0.79% +10,197 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: 177,549 shares; 2024Q4: 170,018 shares; 2025Q1: 169,494 shares; 2025Q2: 180,885 shares; 2025Q3: 175,317 shares; 2025Q4: 182,050 shares; 2026Q1: 183,591 shares 183,591 $22.8M 0.75% +1,541 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: 54,999 shares; 2024Q4: 55,707 shares; 2025Q1: 58,566 shares; 2025Q2: 61,905 shares; 2025Q3: 59,088 shares; 2025Q4: 44,369 shares; 2026Q1: 50,883 shares 50,883 $21.9M 0.72% +6,514 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,183 shares; 2024Q4: 386,248 shares; 2025Q1: 390,246 shares; 2025Q2: 392,514 shares; 2025Q3: 394,527 shares; 2025Q4: 364,187 shares; 2026Q1: 367,166 shares 367,166 $19.3M 0.63% +2,979 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: 58,234 shares; 2024Q4: 63,584 shares; 2025Q1: 74,926 shares; 2025Q2: 93,479 shares; 2025Q3: 98,047 shares; 2025Q4: 78,241 shares; 2026Q1: 53,735 shares 53,735 $18.2M 0.6% -24,506 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: 51,856 shares; 2024Q4: 53,390 shares; 2025Q1: 61,961 shares; 2025Q2: 75,394 shares; 2025Q3: 76,756 shares; 2025Q4: 76,537 shares; 2026Q1: 75,849 shares 75,849 $18M 0.59% -688 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,429 shares; 2024Q4: 184,388 shares; 2025Q1: 192,829 shares; 2025Q2: 193,839 shares; 2025Q3: 196,788 shares; 2025Q4: 162,032 shares; 2026Q1: 161,947 shares 161,947 $16.2M 0.53% -85 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: 64,588 shares; 2024Q4: 62,817 shares; 2025Q1: 66,662 shares; 2025Q2: 68,509 shares; 2025Q3: 70,498 shares; 2025Q4: 73,665 shares; 2026Q1: 66,201 shares 66,201 $16.2M 0.53% -7,464 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: 107,063 shares; 2024Q4: 110,379 shares; 2025Q1: 111,666 shares; 2025Q2: 181,769 shares; 2025Q3: 177,152 shares; 2025Q4: 179,812 shares; 2026Q1: 171,684 shares 171,684 $15.9M 0.52% -8,128 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,759 shares; 2024Q4: 261,831 shares; 2025Q1: 271,621 shares; 2025Q2: 276,377 shares; 2025Q3: 285,418 shares; 2025Q4: 293,793 shares; 2026Q1: 269,780 shares 269,780 $15.6M 0.51% -24,013 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,445 shares; 2024Q4: 42,517 shares; 2025Q1: 99,347 shares; 2025Q2: 107,003 shares; 2025Q3: 157,437 shares; 2025Q4: 169,568 shares; 2026Q1: 226,612 shares 226,612 $15.5M 0.51% +57,044 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974,093 shares; 2024Q4: 974,025 shares; 2025Q1: 974,884 shares; 2025Q2: 973,966 shares; 2025Q3: 972,732 shares; 2025Q4: 975,034 shares; 2026Q1: 975,027 shares 975,027 $15.3M 0.5% -7 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: 32,105 shares; 2024Q4: 32,503 shares; 2025Q1: 34,122 shares; 2025Q2: 35,568 shares; 2025Q3: 36,340 shares; 2025Q4: 36,178 shares; 2026Q1: 31,489 shares 31,489 $15.1M 0.5% -4,689 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: 158,290 shares; 2024Q4: 169,099 shares; 2025Q1: 166,342 shares; 2025Q2: 172,208 shares; 2025Q3: 151,781 shares; 2025Q4: 147,041 shares; 2026Q1: 131,839 shares 131,839 $15M 0.49% -15,202 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: 34,151 shares; 2024Q4: 33,760 shares; 2025Q1: 33,651 shares; 2025Q2: 31,931 shares; 2025Q3: 35,321 shares; 2025Q4: 40,103 shares; 2026Q1: 54,586 shares 54,586 $14.8M 0.48% +14,483 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: 72,508 shares; 2024Q4: 70,537 shares; 2025Q1: 82,362 shares; 2025Q2: 117,190 shares; 2025Q3: 113,276 shares; 2025Q4: 108,523 shares; 2026Q1: 108,818 shares 108,818 $14.4M 0.47% +295 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: 24,196 shares; 2024Q4: 25,545 shares; 2025Q1: 21,295 shares; 2025Q2: 20,092 shares; 2025Q3: 20,501 shares; 2025Q4: 23,477 shares; 2026Q1: 22,077 shares 22,077 $14.4M 0.47% -1,400 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,488 shares; 2024Q4: 27,118 shares; 2025Q1: 24,913 shares; 2025Q2: 25,857 shares; 2025Q3: 31,810 shares; 2025Q4: 35,613 shares; 2026Q1: 37,408 shares 37,408 $14.3M 0.47% +1,795 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: 35,444 shares; 2024Q4: 36,914 shares; 2025Q1: 35,908 shares; 2025Q2: 37,573 shares; 2025Q3: 41,058 shares; 2025Q4: 49,492 shares; 2026Q1: 49,957 shares 49,957 $14.3M 0.47% +465 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: 109,363 shares; 2024Q4: 113,370 shares; 2025Q1: 106,391 shares; 2025Q2: 107,514 shares; 2025Q3: 103,886 shares; 2025Q4: 79,071 shares; 2026Q1: 84,685 shares 84,685 $13.9M 0.46% +5,614 Timeline SPTI 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: 439,177 shares; 2024Q4: 449,066 shares; 2025Q1: 471,893 shares; 2025Q2: 474,150 shares; 2025Q3: 480,328 shares; 2025Q4: 482,652 shares; 2026Q1: 483,268 shares 483,268 $13.9M 0.45% +616 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,860 shares; 2024Q4: 210,831 shares; 2025Q1: 217,134 shares; 2025Q2: 223,912 shares; 2025Q3: 231,997 shares; 2025Q4: 237,698 shares; 2026Q1: 218,891 shares 218,891 $13.7M 0.45% -18,807 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,447 shares; 2024Q4: 224,092 shares; 2025Q1: 380,102 shares; 2025Q2: 422,426 shares; 2025Q3: 381,071 shares; 2025Q4: 329,758 shares; 2026Q1: 316,373 shares 316,373 $13.4M 0.44% -13,385 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: 40,623 shares; 2024Q4: 41,521 shares; 2025Q1: 39,832 shares; 2025Q2: 40,596 shares; 2025Q3: 42,115 shares; 2025Q4: 45,008 shares; 2026Q1: 43,760 shares 43,760 $13.2M 0.43% -1,248 Timeline SPTL 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: 507,721 shares; 2024Q4: 418,608 shares; 2025Q1: 508,864 shares; 2025Q2: 494,267 shares; 2025Q3: 522,702 shares; 2025Q4: 535,492 shares; 2026Q1: 501,894 shares 501,894 $13.2M 0.43% -33,598 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: 6,937 shares; 2024Q4: 5,454 shares; 2025Q1: 5,501 shares; 2025Q2: 5,203 shares; 2025Q3: 5,253 shares; 2025Q4: 6,072 shares; 2026Q1: 13,055 shares 13,055 $13M 0.43% +6,983 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: 19,945 shares; 2024Q4: 20,378 shares; 2025Q1: 22,564 shares; 2025Q2: 23,101 shares; 2025Q3: 23,564 shares; 2025Q4: 24,362 shares; 2026Q1: 21,382 shares 21,382 $12.9M 0.42% -2,980 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,587 shares; 2025Q4: 22,364 shares; 2026Q1: 19,330 shares 19,330 $12.3M 0.4% -3,034 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: 31,347 shares; 2024Q4: 31,753 shares; 2025Q1: 31,053 shares; 2025Q2: 31,420 shares; 2025Q3: 32,521 shares; 2025Q4: 34,482 shares; 2026Q1: 37,731 shares 37,731 $12.1M 0.4% +3,249 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: 39,738 shares; 2024Q4: 38,922 shares; 2025Q1: 39,075 shares; 2025Q2: 40,299 shares; 2025Q3: 40,270 shares; 2025Q4: 34,172 shares; 2026Q1: 36,798 shares 36,798 $12.1M 0.4% +2,626 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: 118,565 shares; 2024Q4: 117,213 shares; 2025Q1: 147,599 shares; 2025Q2: 154,534 shares; 2025Q3: 155,551 shares; 2025Q4: 164,593 shares; 2026Q1: 179,108 shares 179,108 $12.1M 0.4% +14,515 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: 15,553 shares; 2024Q4: 16,696 shares; 2025Q1: 16,254 shares; 2025Q2: 16,406 shares; 2025Q3: 15,276 shares; 2025Q4: 15,022 shares; 2026Q1: 14,227 shares 14,227 $12M 0.4% -795 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: 111,752 shares; 2024Q4: 111,725 shares; 2025Q1: 107,918 shares; 2025Q2: 106,937 shares; 2025Q3: 107,553 shares; 2025Q4: 106,824 shares; 2026Q1: 106,404 shares 106,404 $12M 0.4% -420 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: 165,358 shares; 2024Q4: 177,983 shares; 2025Q1: 192,031 shares; 2025Q2: 169,305 shares; 2025Q3: 159,126 shares; 2025Q4: 161,464 shares; 2026Q1: 166,101 shares 166,101 $11.9M 0.39% +4,637 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: 8,237 shares; 2024Q4: 8,433 shares; 2025Q1: 8,216 shares; 2025Q2: 8,234 shares; 2025Q3: 8,286 shares; 2025Q4: 8,261 shares; 2026Q1: 8,021 shares 8,021 $11.8M 0.39% -240 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: 40,608 shares; 2024Q4: 39,115 shares; 2025Q1: 38,559 shares; 2025Q2: 44,627 shares; 2025Q3: 42,089 shares; 2025Q4: 83,301 shares; 2026Q1: 85,853 shares 85,853 $11.4M 0.37% +2,552 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,286 shares; 2025Q3: 110,844 shares; 2025Q4: 205,370 shares; 2026Q1: 221,793 shares 221,793 $11.4M 0.37% +16,423 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: 71,148 shares; 2024Q4: 76,978 shares; 2025Q1: 77,857 shares; 2025Q2: 81,376 shares; 2025Q3: 73,746 shares; 2025Q4: 71,207 shares; 2026Q1: 70,499 shares 70,499 $11.3M 0.37% -708 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: 48,680 shares; 2024Q4: 45,171 shares; 2025Q1: 44,978 shares; 2025Q2: 44,319 shares; 2025Q3: 48,713 shares; 2025Q4: 50,091 shares; 2026Q1: 54,330 shares 54,330 $11.2M 0.37% +4,239 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: 16,303 shares; 2024Q4: 16,061 shares; 2025Q1: 17,559 shares; 2025Q2: 17,985 shares; 2025Q3: 18,151 shares; 2025Q4: 18,714 shares; 2026Q1: 15,738 shares 15,738 $11.1M 0.37% -2,976 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: 20,340 shares; 2024Q4: 20,704 shares; 2025Q1: 21,438 shares; 2025Q2: 21,586 shares; 2025Q3: 21,937 shares; 2025Q4: 21,901 shares; 2026Q1: 20,657 shares 20,657 $11.1M 0.36% -1,244 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: 37,260 shares; 2024Q4: 36,970 shares; 2025Q1: 38,115 shares; 2025Q2: 29,439 shares; 2025Q3: 35,401 shares; 2025Q4: 51,640 shares; 2026Q1: 54,089 shares 54,089 $11M 0.36% +2,449 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: 44,942 shares; 2024Q4: 45,140 shares; 2025Q1: 48,438 shares; 2025Q2: 50,843 shares; 2025Q3: 51,694 shares; 2025Q4: 53,152 shares; 2026Q1: 55,449 shares 55,449 $10.8M 0.35% +2,297 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,929 shares; 2024Q4: 119,639 shares; 2025Q1: 154,649 shares; 2025Q2: 175,376 shares; 2025Q3: 159,206 shares; 2025Q4: 117,178 shares; 2026Q1: 165,579 shares 165,579 $10.8M 0.35% +48,401 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,621 shares; 2024Q4: 67,598 shares; 2025Q1: 115,958 shares; 2025Q2: 119,292 shares; 2025Q3: 121,406 shares; 2025Q4: 124,845 shares; 2026Q1: 165,850 shares 165,850 $10.7M 0.35% +41,005 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: 26,564 shares; 2024Q4: 27,377 shares; 2025Q1: 28,553 shares; 2025Q2: 27,265 shares; 2025Q3: 27,992 shares; 2025Q4: 30,005 shares; 2026Q1: 31,907 shares 31,907 $9.92M 0.33% +1,902 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: 13,971 shares; 2024Q4: 14,160 shares; 2025Q1: 15,027 shares; 2025Q2: 13,808 shares; 2025Q3: 12,124 shares; 2025Q4: 11,739 shares; 2026Q1: 11,324 shares 11,324 $9.8M 0.32% -415 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,714 shares; 2025Q2: 48,769 shares; 2025Q3: 70,106 shares; 2025Q4: 78,877 shares; 2026Q1: 87,179 shares 87,179 $9.77M 0.32% +8,302 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: 53,403 shares; 2024Q4: 37,289 shares; 2025Q1: 37,425 shares; 2025Q2: 37,321 shares; 2025Q3: 37,715 shares; 2025Q4: 42,107 shares; 2026Q1: 45,306 shares 45,306 $9.74M 0.32% +3,199 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: 22,627 shares; 2024Q4: 23,097 shares; 2025Q1: 22,747 shares; 2025Q2: 27,531 shares; 2025Q3: 27,780 shares; 2025Q4: 23,144 shares; 2026Q1: 25,504 shares 25,504 $9.48M 0.31% +2,360 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: 9,889 shares; 2024Q4: 10,481 shares; 2025Q1: 9,937 shares; 2025Q2: 8,617 shares; 2025Q3: 8,003 shares; 2025Q4: 82,838 shares; 2026Q1: 97,279 shares 97,279 $9.35M 0.31% +14,441 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: 57,829 shares; 2024Q4: 61,089 shares; 2025Q1: 63,582 shares; 2025Q2: 65,581 shares; 2025Q3: 59,153 shares; 2025Q4: 47,925 shares; 2026Q1: 63,800 shares 63,800 $9.22M 0.3% +15,875 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,833 shares; 2025Q4: 116,045 shares; 2026Q1: 253,814 shares 253,814 $9.13M 0.3% +137,769 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,838 shares; 2025Q1: 5,065 shares; 2025Q2: 5,306 shares; 2025Q3: 4,967 shares; 2025Q4: 4,864 shares; 2026Q1: 4,819 shares 4,819 $9.08M 0.3% -45 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: 45,247 shares; 2024Q4: 45,845 shares; 2025Q1: 44,134 shares; 2025Q2: 44,489 shares; 2025Q3: 44,279 shares; 2025Q4: 48,364 shares; 2026Q1: 93,935 shares 93,935 $9.07M 0.3% +45,571 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: 79,636 shares; 2024Q4: 79,422 shares; 2025Q1: 76,768 shares; 2025Q2: 73,010 shares; 2025Q3: 78,331 shares; 2025Q4: 81,357 shares; 2026Q1: 74,875 shares 74,875 $9.01M 0.3% -6,482 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: 68,886 shares; 2024Q4: 66,878 shares; 2025Q1: 66,842 shares; 2025Q2: 67,772 shares; 2025Q3: 68,653 shares; 2025Q4: 74,200 shares; 2026Q1: 51,808 shares 51,808 $8.79M 0.29% -22,392 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: 26,958 shares; 2024Q4: 28,699 shares; 2025Q1: 28,820 shares; 2025Q2: 28,120 shares; 2025Q3: 29,746 shares; 2025Q4: 32,377 shares; 2026Q1: 33,428 shares 33,428 $8.76M 0.29% +1,051 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: 42,330 shares; 2024Q4: 63,016 shares; 2025Q1: 65,323 shares; 2025Q2: 42,546 shares; 2025Q3: 40,597 shares; 2025Q4: 42,890 shares; 2026Q1: 45,508 shares 45,508 $8.73M 0.29% +2,618 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: 38,627 shares; 2024Q4: 30,488 shares; 2025Q1: 31,619 shares; 2025Q2: 31,543 shares; 2025Q3: 52,147 shares; 2025Q4: 56,260 shares; 2026Q1: 57,998 shares 57,998 $8.59M 0.28% +1,738 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,732 shares; 2024Q4: 202,486 shares; 2025Q1: 202,486 shares; 2025Q2: 202,546 shares; 2025Q3: 202,554 shares; 2025Q4: 202,565 shares; 2026Q1: 202,404 shares 202,404 $8.55M 0.28% -161 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: 91,165 shares; 2024Q4: 91,336 shares; 2025Q1: 100,943 shares; 2025Q2: 102,425 shares; 2025Q3: 104,181 shares; 2025Q4: 102,900 shares; 2026Q1: 111,676 shares 111,676 $8.49M 0.28% +8,776 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: 121,008 shares; 2024Q4: 127,048 shares; 2025Q1: 133,647 shares; 2025Q2: 155,487 shares; 2025Q3: 148,405 shares; 2025Q4: 104,016 shares; 2026Q1: 187,503 shares 187,503 $8.48M 0.28% +83,487 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,922 shares; 2024Q4: 80,527 shares; 2025Q1: 79,587 shares; 2025Q2: 81,362 shares; 2025Q3: 73,860 shares; 2025Q4: 72,920 shares; 2026Q1: 72,387 shares 72,387 $8.47M 0.28% -533 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: 15,226 shares; 2024Q4: 15,778 shares; 2025Q1: 16,231 shares; 2025Q2: 15,722 shares; 2025Q3: 15,186 shares; 2025Q4: 16,786 shares; 2026Q1: 16,936 shares 16,936 $8.46M 0.28% +150 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: 31,412 shares; 2024Q4: 31,514 shares; 2025Q1: 33,258 shares; 2025Q2: 33,674 shares; 2025Q3: 34,537 shares; 2025Q4: 35,323 shares; 2026Q1: 35,609 shares 35,609 $8.41M 0.28% +286 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,407 shares; 2024Q4: 118,215 shares; 2025Q1: 121,076 shares; 2025Q2: 122,128 shares; 2025Q3: 122,816 shares; 2025Q4: 114,786 shares; 2026Q1: 115,255 shares 115,255 $8.41M 0.28% +469 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,126 shares; 2024Q4: 18,047 shares; 2025Q1: 21,142 shares; 2025Q2: 56,455 shares; 2025Q3: 51,931 shares; 2025Q4: 47,695 shares; 2026Q1: 59,599 shares 59,599 $8.33M 0.27% +11,904 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,062 shares; 2024Q4: 207,469 shares; 2025Q1: 212,338 shares; 2025Q2: 211,201 shares; 2025Q3: 210,321 shares; 2025Q4: 198,183 shares; 2026Q1: 197,842 shares 197,842 $8.3M 0.27% -341 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: 406,345 shares; 2024Q4: 386,146 shares; 2025Q1: 388,924 shares; 2025Q2: 403,681 shares; 2025Q3: 283,853 shares; 2025Q4: 265,768 shares; 2026Q1: 267,882 shares 267,882 $8.22M 0.27% +2,114 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,345 shares; 2025Q1: 2,301 shares; 2025Q2: 2,082 shares; 2025Q3: 1,946 shares; 2025Q4: 1,900 shares; 2026Q1: 1,950 shares 1,950 $8.21M 0.27% +50 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,794 shares; 2024Q4: 79,349 shares; 2025Q1: 69,556 shares; 2025Q2: 67,349 shares; 2025Q3: 62,713 shares; 2025Q4: 67,855 shares; 2026Q1: 64,250 shares 64,250 $8.08M 0.27% -3,605 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: 34,981 shares; 2024Q4: 34,674 shares; 2025Q1: 36,702 shares; 2025Q2: 25,522 shares; 2025Q3: 29,756 shares; 2025Q4: 34,453 shares; 2026Q1: 49,743 shares 49,743 $8.04M 0.26% +15,290 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: 62,424 shares; 2024Q4: 201,166 shares; 2025Q1: 87,448 shares; 2025Q2: 63,830 shares; 2025Q3: 63,820 shares; 2025Q4: 122,231 shares; 2026Q1: 82,690 shares 82,690 $8.03M 0.26% -39,541 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: 36,631 shares; 2024Q4: 37,458 shares; 2025Q1: 43,307 shares; 2025Q2: 47,588 shares; 2025Q3: 45,038 shares; 2025Q4: 48,041 shares; 2026Q1: 43,985 shares 43,985 $8.01M 0.26% -4,056 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: 13,226 shares; 2024Q4: 13,748 shares; 2025Q1: 14,068 shares; 2025Q2: 12,087 shares; 2025Q3: 15,315 shares; 2025Q4: 24,007 shares; 2026Q1: 27,817 shares 27,817 $7.99M 0.26% +3,810 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,878 shares; 2024Q4: 53,463 shares; 2025Q1: 78,620 shares; 2025Q2: 81,011 shares; 2025Q3: 71,116 shares; 2025Q4: 66,596 shares; 2026Q1: 66,879 shares 66,879 $7.75M 0.25% +283 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: 7,863 shares; 2024Q4: 8,509 shares; 2025Q1: 9,332 shares; 2025Q2: 10,615 shares; 2025Q3: 9,386 shares; 2025Q4: 7,302 shares; 2026Q1: 7,075 shares 7,075 $7.74M 0.25% -227 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: 29,964 shares; 2024Q4: 29,028 shares; 2025Q1: 29,295 shares; 2025Q2: 27,783 shares; 2025Q3: 27,518 shares; 2025Q4: 29,032 shares; 2026Q1: 31,847 shares 31,847 $7.72M 0.25% +2,815 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,495 shares; 2024Q4: 192,194 shares; 2025Q1: 188,831 shares; 2025Q2: 179,099 shares; 2025Q3: 170,621 shares; 2025Q4: 162,194 shares; 2026Q1: 161,709 shares 161,709 $7.72M 0.25% -485 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,031 shares; 2024Q4: 48,637 shares; 2025Q1: 74,412 shares; 2025Q2: 80,230 shares; 2025Q3: 71,487 shares; 2025Q4: 65,323 shares; 2026Q1: 63,726 shares 63,726 $7.72M 0.25% -1,597 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: 22,694 shares; 2024Q4: 22,066 shares; 2025Q1: 21,466 shares; 2025Q2: 23,276 shares; 2025Q3: 23,944 shares; 2025Q4: 24,060 shares; 2026Q1: 21,514 shares 21,514 $7.69M 0.25% -2,546 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: 36,953 shares; 2024Q4: 70,614 shares; 2025Q1: 64,095 shares; 2025Q2: 78,334 shares; 2025Q3: 70,876 shares; 2025Q4: 46,908 shares; 2026Q1: 50,949 shares 50,949 $7.68M 0.25% +4,041 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: 97,769 shares; 2024Q4: 81,159 shares; 2025Q1: 134,903 shares; 2025Q2: 159,384 shares; 2025Q3: 159,807 shares; 2025Q4: 94,126 shares; 2026Q1: 208,855 shares 208,855 $7.68M 0.25% +114,729 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: 48,535 shares; 2024Q4: 50,618 shares; 2025Q1: 53,440 shares; 2025Q2: 51,009 shares; 2025Q3: 46,343 shares; 2025Q4: 46,215 shares; 2026Q1: 48,732 shares 48,732 $7.66M 0.25% +2,517 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: 71,427 shares; 2024Q4: 68,828 shares; 2025Q1: 62,814 shares; 2025Q2: 63,960 shares; 2025Q3: 65,135 shares; 2025Q4: 65,792 shares; 2026Q1: 69,830 shares 69,830 $7.66M 0.25% +4,038 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: 92,885 shares; 2024Q4: 94,447 shares; 2025Q1: 96,535 shares; 2025Q2: 92,005 shares; 2025Q3: 95,693 shares; 2025Q4: 101,141 shares; 2026Q1: 98,415 shares 98,415 $7.64M 0.25% -2,726 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: 29,526 shares; 2024Q4: 30,757 shares; 2025Q1: 33,097 shares; 2025Q2: 31,589 shares; 2025Q3: 31,820 shares; 2025Q4: 36,165 shares; 2026Q1: 40,880 shares 40,880 $7.63M 0.25% +4,715 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: 174,794 shares; 2024Q4: 167,294 shares; 2025Q1: 173,941 shares; 2025Q2: 182,569 shares; 2025Q3: 168,939 shares; 2025Q4: 163,864 shares; 2026Q1: 156,267 shares 156,267 $7.62M 0.25% -7,597 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: 134,610 shares; 2024Q4: 114,873 shares; 2025Q1: 106,239 shares; 2025Q2: 103,699 shares; 2025Q3: 104,916 shares; 2025Q4: 82,551 shares; 2026Q1: 82,488 shares 82,488 $7.57M 0.25% -63 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: 17,326 shares; 2024Q4: 14,701 shares; 2025Q1: 13,323 shares; 2025Q2: 16,345 shares; 2025Q3: 16,436 shares; 2025Q4: 17,142 shares; 2026Q1: 17,076 shares 17,076 $7.46M 0.24% -66 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: 92,709 shares; 2024Q4: 97,943 shares; 2025Q1: 102,084 shares; 2025Q2: 117,194 shares; 2025Q3: 108,133 shares; 2025Q4: 94,274 shares; 2026Q1: 82,117 shares 82,117 $7.4M 0.24% -12,157 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: 162,950 shares; 2024Q4: 164,868 shares; 2025Q1: 152,188 shares; 2025Q2: 147,054 shares; 2025Q3: 152,215 shares; 2025Q4: 141,998 shares; 2026Q1: 146,923 shares 146,923 $7.38M 0.24% +4,925 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: 47,884 shares; 2024Q4: 46,697 shares; 2025Q1: 46,163 shares; 2025Q2: 47,211 shares; 2025Q3: 47,872 shares; 2025Q4: 47,339 shares; 2026Q1: 50,691 shares 50,691 $7.32M 0.24% +3,352 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: 10,686 shares; 2025Q1: 10,901 shares; 2025Q2: 11,138 shares; 2025Q3: 10,257 shares; 2025Q4: 7,380 shares; 2026Q1: 7,593 shares 7,593 $7.3M 0.24% +213 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: 6,381 shares; 2024Q4: 7,666 shares; 2025Q1: 10,413 shares; 2025Q2: 15,289 shares; 2025Q3: 16,014 shares; 2025Q4: 16,033 shares; 2026Q1: 17,056 shares 17,056 $7.27M 0.24% +1,023 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,464 shares; 2025Q1: 9,054 shares; 2025Q2: 120,900 shares; 2025Q3: 126,304 shares; 2025Q4: 153,373 shares; 2026Q1: 159,191 shares 159,191 $7.26M 0.24% +5,818 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: 49,326 shares; 2024Q4: 52,804 shares; 2025Q1: 56,681 shares; 2025Q2: 59,123 shares; 2025Q3: 55,314 shares; 2025Q4: 54,261 shares; 2026Q1: 55,895 shares 55,895 $7.2M 0.24% +1,634 Timeline JPEF 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: 155,014 shares; 2024Q4: 162,299 shares; 2025Q1: 171,945 shares; 2025Q2: 169,821 shares; 2025Q3: 117,817 shares; 2025Q4: 119,713 shares; 2026Q1: 100,069 shares 100,069 $7.19M 0.24% -19,644 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: 196,639 shares; 2024Q4: 191,517 shares; 2025Q1: 210,756 shares; 2025Q2: 220,714 shares; 2025Q3: 198,106 shares; 2025Q4: 196,325 shares; 2026Q1: 204,039 shares 204,039 $7.17M 0.24% +7,714 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: 47,750 shares; 2024Q4: 49,247 shares; 2025Q1: 56,081 shares; 2025Q2: 55,087 shares; 2025Q3: 56,883 shares; 2025Q4: 57,817 shares; 2026Q1: 54,019 shares 54,019 $7.14M 0.23% -3,798 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,188 shares; 2024Q4: 186,792 shares; 2025Q1: 192,900 shares; 2025Q2: 194,604 shares; 2025Q3: 197,301 shares; 2025Q4: 192,630 shares; 2026Q1: 191,713 shares 191,713 $7.01M 0.23% -917 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: 31,383 shares; 2024Q4: 31,611 shares; 2025Q1: 26,795 shares; 2025Q2: 26,840 shares; 2025Q3: 27,970 shares; 2025Q4: 28,569 shares; 2026Q1: 31,850 shares 31,850 $6.98M 0.23% +3,281 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,270 shares; 2024Q4: 144,383 shares; 2025Q1: 147,138 shares; 2025Q2: 147,168 shares; 2025Q3: 149,882 shares; 2025Q4: 151,321 shares; 2026Q1: 137,058 shares 137,058 $6.95M 0.23% -14,263 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: 64,686 shares; 2024Q4: 69,258 shares; 2025Q1: 73,898 shares; 2025Q2: 75,430 shares; 2025Q3: 67,883 shares; 2025Q4: 48,873 shares; 2026Q1: 74,387 shares 74,387 $6.94M 0.23% +25,514 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: 76,384 shares; 2024Q4: 77,290 shares; 2025Q1: 76,334 shares; 2025Q2: 153,432 shares; 2025Q3: 155,237 shares; 2025Q4: 157,359 shares; 2026Q1: 147,852 shares 147,852 $6.86M 0.23% -9,507 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,299 shares; 2024Q4: 55,467 shares; 2025Q1: 68,967 shares; 2025Q2: 52,017 shares; 2025Q3: 53,839 shares; 2025Q4: 55,084 shares; 2026Q1: 47,085 shares 47,085 $6.83M 0.22% -7,999 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,418 shares; 2025Q1: 7,293 shares; 2025Q2: 7,434 shares; 2025Q3: 7,080 shares; 2025Q4: 38,642 shares; 2026Q1: 65,268 shares 65,268 $6.82M 0.22% +26,626 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: 8,893 shares; 2024Q4: 6,840 shares; 2025Q1: 6,443 shares; 2025Q2: 6,726 shares; 2025Q3: 6,142 shares; 2025Q4: 6,967 shares; 2026Q1: 7,189 shares 7,189 $6.61M 0.22% +222 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,594 shares; 2025Q1: 7,855 shares; 2025Q2: 8,808 shares; 2025Q3: 9,425 shares; 2025Q4: 9,774 shares; 2026Q1: 10,103 shares 10,103 $6.6M 0.22% +329 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: 12,050 shares; 2024Q4: 50,323 shares; 2025Q1: 32,754 shares; 2025Q2: 19,113 shares; 2025Q3: 19,152 shares; 2025Q4: 42,818 shares; 2026Q1: 26,569 shares 26,569 $6.59M 0.22% -16,249 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: 91,747 shares; 2024Q4: 88,272 shares; 2025Q1: 96,213 shares; 2025Q2: 100,933 shares; 2025Q3: 94,369 shares; 2025Q4: 98,556 shares; 2026Q1: 99,297 shares 99,297 $6.55M 0.22% +741 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: 57,742 shares; 2024Q4: 60,218 shares; 2025Q1: 65,695 shares; 2025Q2: 56,931 shares; 2025Q3: 55,100 shares; 2025Q4: 69,165 shares; 2026Q1: 71,185 shares 71,185 $6.44M 0.21% +2,020 Timeline PFXF 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: 379,143 shares; 2024Q4: 376,368 shares; 2025Q1: 393,825 shares; 2025Q2: 386,093 shares; 2025Q3: 394,073 shares; 2025Q4: 398,939 shares; 2026Q1: 365,583 shares 365,583 $6.41M 0.21% -33,356 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,441 shares; 2024Q4: 36,111 shares; 2025Q1: 33,955 shares; 2025Q2: 34,108 shares; 2025Q3: 34,735 shares; 2025Q4: 34,862 shares; 2026Q1: 32,688 shares 32,688 $6.41M 0.21% -2,174 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: 28,659 shares; 2024Q4: 29,280 shares; 2025Q1: 29,229 shares; 2025Q2: 29,572 shares; 2025Q3: 29,619 shares; 2025Q4: 30,521 shares; 2026Q1: 36,938 shares 36,938 $6.37M 0.21% +6,417 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: not reported; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 2,674 shares; 2025Q3: 49,179 shares; 2025Q4: 49,569 shares; 2026Q1: 50,182 shares 50,182 $6.34M 0.21% +613 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 124,392 shares; 2026Q1: 124,722 shares 124,722 $6.34M 0.21% +330 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,535 shares; 2024Q4: 52,878 shares; 2025Q1: 54,724 shares; 2025Q2: 56,298 shares; 2025Q3: 57,283 shares; 2025Q4: 59,365 shares; 2026Q1: 57,378 shares 57,378 $6.34M 0.21% -1,987 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,968 shares; 2026Q1: 187,442 shares 187,442 $6.33M 0.21% -526 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: 22,163 shares; 2024Q4: 22,085 shares; 2025Q1: 28,597 shares; 2025Q2: 29,744 shares; 2025Q3: 29,483 shares; 2025Q4: 29,952 shares; 2026Q1: 29,828 shares 29,828 $6.3M 0.21% -124 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,901 shares; 2024Q4: 39,677 shares; 2025Q1: 54,864 shares; 2025Q2: 69,046 shares; 2025Q3: 91,964 shares; 2025Q4: 97,425 shares; 2026Q1: 101,384 shares 101,384 $6.29M 0.21% +3,959 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: 50,248 shares; 2024Q4: 53,222 shares; 2025Q1: 55,186 shares; 2025Q2: 59,738 shares; 2025Q3: 64,840 shares; 2025Q4: 69,558 shares; 2026Q1: 75,050 shares 75,050 $6.21M 0.2% +5,492 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,777 shares; 2024Q4: 43,683 shares; 2025Q1: 44,984 shares; 2025Q2: 60,974 shares; 2025Q3: 79,270 shares; 2025Q4: 105,378 shares; 2026Q1: 109,533 shares 109,533 $6.21M 0.2% +4,155 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: 12,829 shares; 2024Q4: 12,844 shares; 2025Q1: 11,485 shares; 2025Q2: 11,552 shares; 2025Q3: 11,737 shares; 2025Q4: 12,021 shares; 2026Q1: 13,924 shares 13,924 $6.19M 0.2% +1,903 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: 55,892 shares; 2024Q4: 57,964 shares; 2025Q1: 57,332 shares; 2025Q2: 57,355 shares; 2025Q3: 57,307 shares; 2025Q4: 62,700 shares; 2026Q1: 63,511 shares 63,511 $6.18M 0.2% +811 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 13,142 shares; 2026Q1: 25,170 shares 25,170 $6.16M 0.2% +12,028 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: 47,036 shares; 2024Q4: 42,384 shares; 2025Q1: 42,550 shares; 2025Q2: 42,550 shares; 2025Q3: 42,522 shares; 2025Q4: 42,522 shares; 2026Q1: 42,522 shares 42,522 $6.15M 0.2% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,763 shares; 2025Q1: 34,688 shares; 2025Q2: 35,117 shares; 2025Q3: 35,766 shares; 2025Q4: 36,376 shares; 2026Q1: 35,702 shares 35,702 $6.1M 0.2% -674 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: 22,635 shares; 2024Q4: 7,780 shares; 2025Q1: 14,286 shares; 2025Q2: 26,212 shares; 2025Q3: 28,398 shares; 2025Q4: 30,203 shares; 2026Q1: 30,389 shares 30,389 $5.96M 0.2% +186 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,446 shares 20,446 $5.94M 0.19% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,059 shares; 2024Q4: 65,081 shares; 2025Q1: 84,838 shares; 2025Q2: 84,725 shares; 2025Q3: 85,867 shares; 2025Q4: 87,644 shares; 2026Q1: 89,929 shares 89,929 $5.93M 0.19% +2,285 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: 7,503 shares; 2024Q4: 7,645 shares; 2025Q1: 9,470 shares; 2025Q2: 14,823 shares; 2025Q3: 15,499 shares; 2025Q4: 17,342 shares; 2026Q1: 17,509 shares 17,509 $5.92M 0.19% +167 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,456 shares; 2024Q4: 106,826 shares; 2025Q1: 101,137 shares; 2025Q2: 94,176 shares; 2025Q3: 93,702 shares; 2025Q4: 98,215 shares; 2026Q1: 121,824 shares 121,824 $5.78M 0.19% +23,609 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,584 shares; 2024Q4: 110,681 shares; 2025Q1: 118,084 shares; 2025Q2: 147,583 shares; 2025Q3: 154,173 shares; 2025Q4: 175,333 shares; 2026Q1: 211,730 shares 211,730 $5.77M 0.19% +36,397 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 47,318 shares; 2025Q1: 72,432 shares; 2025Q2: 76,937 shares; 2025Q3: 78,602 shares; 2025Q4: 82,778 shares; 2026Q1: 81,534 shares 81,534 $5.72M 0.19% -1,244 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: 51,816 shares; 2024Q4: 42,957 shares; 2025Q1: 56,928 shares; 2025Q2: 58,857 shares; 2025Q3: 54,419 shares; 2025Q4: 46,632 shares; 2026Q1: 58,081 shares 58,081 $5.71M 0.19% +11,449 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: 19,812 shares; 2024Q4: 20,108 shares; 2025Q1: 20,521 shares; 2025Q2: 21,636 shares; 2025Q3: 21,459 shares; 2025Q4: 21,565 shares; 2026Q1: 23,346 shares 23,346 $5.66M 0.19% +1,781 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: 43,489 shares; 2024Q4: 42,470 shares; 2025Q1: 51,439 shares; 2025Q2: 52,270 shares; 2025Q3: 59,848 shares; 2025Q4: 62,300 shares; 2026Q1: 71,656 shares 71,656 $5.64M 0.19% +9,356 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: 12,268 shares; 2024Q4: 9,996 shares; 2025Q1: 14,294 shares; 2025Q2: 13,918 shares; 2025Q3: 12,596 shares; 2025Q4: 8,416 shares; 2026Q1: 15,808 shares 15,808 $5.59M 0.18% +7,392 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: 36,544 shares; 2024Q4: 37,996 shares; 2025Q1: 41,452 shares; 2025Q2: 48,087 shares; 2025Q3: 40,677 shares; 2025Q4: 36,788 shares; 2026Q1: 16,340 shares 16,340 $5.59M 0.18% -20,448 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: 31,978 shares; 2024Q4: 32,606 shares; 2025Q1: 37,325 shares; 2025Q2: 41,583 shares; 2025Q3: 41,517 shares; 2025Q4: 41,526 shares; 2026Q1: 42,628 shares 42,628 $5.58M 0.18% +1,102 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: 35,727 shares; 2024Q4: 27,124 shares; 2025Q1: 39,752 shares; 2025Q2: 47,049 shares; 2025Q3: 44,318 shares; 2025Q4: 33,826 shares; 2026Q1: 45,577 shares 45,577 $5.52M 0.18% +11,751 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: 32,268 shares; 2024Q4: 31,277 shares; 2025Q1: 30,167 shares; 2025Q2: 30,994 shares; 2025Q3: 31,839 shares; 2025Q4: 30,558 shares; 2026Q1: 35,279 shares 35,279 $5.48M 0.18% +4,721 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: 106,442 shares; 2025Q1: 123,616 shares; 2025Q2: 134,432 shares; 2025Q3: 117,547 shares; 2025Q4: 57,885 shares; 2026Q1: 25,489 shares 25,489 $5.45M 0.18% -32,396 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,239 shares; 2024Q4: 24,470 shares; 2025Q1: 23,585 shares; 2025Q2: 23,730 shares; 2025Q3: 24,147 shares; 2025Q4: 24,507 shares; 2026Q1: 33,190 shares 33,190 $5.39M 0.18% +8,683 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: 75,121 shares; 2024Q4: 75,623 shares; 2025Q1: 78,197 shares; 2025Q2: 79,449 shares; 2025Q3: 82,110 shares; 2025Q4: 84,116 shares; 2026Q1: 88,089 shares 88,089 $5.39M 0.18% +3,973 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: 45,144 shares; 2024Q4: 45,417 shares; 2025Q1: 45,417 shares; 2025Q2: 45,418 shares; 2025Q3: 45,368 shares; 2025Q4: 45,488 shares; 2026Q1: 45,488 shares 45,488 $5.39M 0.18% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,467 shares; 2024Q4: 35,367 shares; 2025Q1: 33,531 shares; 2025Q2: 34,973 shares; 2025Q3: 31,224 shares; 2025Q4: 30,264 shares; 2026Q1: 29,031 shares 29,031 $5.29M 0.17% -1,233 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: 9,566 shares; 2024Q4: 8,593 shares; 2025Q1: 10,457 shares; 2025Q2: 38,957 shares; 2025Q3: 40,170 shares; 2025Q4: 62,038 shares; 2026Q1: 59,619 shares 59,619 $5.26M 0.17% -2,419 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: 20,486 shares; 2024Q4: 19,714 shares; 2025Q1: 28,922 shares; 2025Q2: 35,845 shares; 2025Q3: 38,045 shares; 2025Q4: 41,522 shares; 2026Q1: 42,123 shares 42,123 $5.23M 0.17% +601 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: 13,167 shares; 2024Q4: 13,485 shares; 2025Q1: 13,383 shares; 2025Q2: 13,632 shares; 2025Q3: 14,009 shares; 2025Q4: 13,919 shares; 2026Q1: 14,851 shares 14,851 $5.23M 0.17% +932 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: 163,400 shares; 2024Q4: 142,749 shares; 2025Q1: 179,588 shares; 2025Q2: 187,318 shares; 2025Q3: 156,911 shares; 2025Q4: 111,142 shares; 2026Q1: 180,305 shares 180,305 $5.18M 0.17% +69,163 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: 4,171 shares; 2024Q4: 3,526 shares; 2025Q1: 3,716 shares; 2025Q2: 3,824 shares; 2025Q3: 29,693 shares; 2025Q4: 37,334 shares; 2026Q1: 39,438 shares 39,438 $5.05M 0.17% +2,104 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: 25,834 shares; 2024Q4: 27,380 shares; 2025Q1: 27,654 shares; 2025Q2: 30,221 shares; 2025Q3: 30,328 shares; 2025Q4: 30,444 shares; 2026Q1: 25,282 shares 25,282 $4.88M 0.16% -5,162 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: 135,721 shares; 2024Q4: 139,923 shares; 2025Q1: 147,271 shares; 2025Q2: 147,127 shares; 2025Q3: 169,446 shares; 2025Q4: 168,767 shares; 2026Q1: 166,166 shares 166,166 $4.82M 0.16% -2,601 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: 28,664 shares; 2024Q4: 29,949 shares; 2025Q1: 34,352 shares; 2025Q2: 31,239 shares; 2025Q3: 34,673 shares; 2025Q4: 37,471 shares; 2026Q1: 84,581 shares 84,581 $4.8M 0.16% +47,110 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: 13,213 shares; 2024Q4: 10,810 shares; 2025Q1: 15,997 shares; 2025Q2: 16,947 shares; 2025Q3: 15,359 shares; 2025Q4: 11,190 shares; 2026Q1: 16,363 shares 16,363 $4.79M 0.16% +5,173 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: 35,922 shares; 2024Q4: 29,312 shares; 2025Q1: 32,474 shares; 2025Q2: 54,080 shares; 2025Q3: 56,690 shares; 2025Q4: 57,095 shares; 2026Q1: 69,958 shares 69,958 $4.77M 0.16% +12,863 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: 143,775 shares; 2024Q4: 143,287 shares; 2025Q1: 121,149 shares; 2025Q2: 112,998 shares; 2025Q3: 90,284 shares; 2025Q4: 97,377 shares; 2026Q1: 95,576 shares 95,576 $4.72M 0.15% -1,801 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: 65,965 shares; 2024Q4: 113,000 shares; 2025Q1: 114,165 shares; 2025Q2: 127,142 shares; 2025Q3: 129,320 shares; 2025Q4: 135,459 shares; 2026Q1: 123,818 shares 123,818 $4.69M 0.15% -11,641 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: 28,738 shares; 2024Q4: 31,421 shares; 2025Q1: 30,992 shares; 2025Q2: 31,963 shares; 2025Q3: 33,683 shares; 2025Q4: 34,637 shares; 2026Q1: 35,307 shares 35,307 $4.68M 0.15% +670 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: 40,657 shares; 2024Q4: 40,982 shares; 2025Q1: 41,452 shares; 2025Q2: 42,526 shares; 2025Q3: 43,862 shares; 2025Q4: 44,299 shares; 2026Q1: 53,937 shares 53,937 $4.67M 0.15% +9,638 Timeline FLTR 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: 186,581 shares; 2024Q4: 185,626 shares; 2025Q1: 191,904 shares; 2025Q2: 185,657 shares; 2025Q3: 190,647 shares; 2025Q4: 196,493 shares; 2026Q1: 181,738 shares 181,738 $4.63M 0.15% -14,755 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: 23,941 shares; 2024Q4: 22,012 shares; 2025Q1: 22,181 shares; 2025Q2: 55,194 shares; 2025Q3: 33,386 shares; 2025Q4: 30,512 shares; 2026Q1: 31,142 shares 31,142 $4.57M 0.15% +630 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: 43,155 shares; 2024Q4: 41,499 shares; 2025Q1: 43,958 shares; 2025Q2: 46,414 shares; 2025Q3: 43,120 shares; 2025Q4: 44,373 shares; 2026Q1: 47,248 shares 47,248 $4.55M 0.15% +2,875 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 13,132 shares; 2025Q1: 12,541 shares; 2025Q2: 12,735 shares; 2025Q3: 13,297 shares; 2025Q4: 13,463 shares; 2026Q1: 13,664 shares 13,664 $4.45M 0.15% +201 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,765 shares; 2024Q4: 30,867 shares; 2025Q1: 32,521 shares; 2025Q2: 41,420 shares; 2025Q3: 39,070 shares; 2025Q4: 40,207 shares; 2026Q1: 37,695 shares 37,695 $4.43M 0.15% -2,512 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: 12,028 shares; 2024Q4: 24,228 shares; 2025Q1: 23,619 shares; 2025Q2: 22,218 shares; 2025Q3: 21,789 shares; 2025Q4: 22,419 shares; 2026Q1: 27,356 shares 27,356 $4.39M 0.14% +4,937 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 35,428 shares; 2025Q1: 38,408 shares; 2025Q2: 38,734 shares; 2025Q3: 34,947 shares; 2025Q4: 24,165 shares; 2026Q1: 38,798 shares 38,798 $4.37M 0.14% +14,633 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,728 shares; 2024Q4: 167,402 shares; 2025Q1: 174,988 shares; 2025Q2: 140,654 shares; 2025Q3: 160,384 shares; 2025Q4: 160,409 shares; 2026Q1: 98,848 shares 98,848 $4.32M 0.14% -61,561 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,467 shares; 2025Q1: 8,436 shares; 2025Q2: 7,451 shares; 2025Q3: 7,586 shares; 2025Q4: 9,553 shares; 2026Q1: 9,524 shares 9,524 $4.25M 0.14% -29 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: 34,055 shares; 2024Q4: 33,870 shares; 2025Q1: 34,270 shares; 2025Q2: 26,325 shares; 2025Q3: 26,910 shares; 2025Q4: 29,013 shares; 2026Q1: 30,368 shares 30,368 $4.23M 0.14% +1,355 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,151 shares; 2026Q1: 113,123 shares 113,123 $4.21M 0.14% +1,972 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: 31,325 shares; 2024Q4: 18,160 shares; 2025Q1: 22,247 shares; 2025Q2: 24,106 shares; 2025Q3: 27,443 shares; 2025Q4: 25,160 shares; 2026Q1: 28,630 shares 28,630 $4.19M 0.14% +3,470 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,084 shares; 2025Q4: 39,508 shares; 2026Q1: 155,640 shares 155,640 $4.07M 0.13% +116,132 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,720 shares; 2024Q4: 72,769 shares; 2025Q1: 75,522 shares; 2025Q2: 88,343 shares; 2025Q3: 84,869 shares; 2025Q4: 85,593 shares; 2026Q1: 90,049 shares 90,049 $4.04M 0.13% +4,456 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: 5,143 shares; 2025Q1: 8,318 shares; 2025Q2: 44,948 shares; 2025Q3: 39,479 shares; 2025Q4: 31,704 shares; 2026Q1: 32,508 shares 32,508 $3.99M 0.13% +804 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 12,371 shares; 2025Q1: 16,149 shares; 2025Q2: 18,653 shares; 2025Q3: 18,954 shares; 2025Q4: 18,654 shares; 2026Q1: 26,286 shares 26,286 $3.94M 0.13% +7,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,871 shares; 2025Q3: 32,148 shares; 2025Q4: 20,493 shares; 2026Q1: 36,151 shares 36,151 $3.91M 0.13% +15,658 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,196 shares; 2025Q1: 12,387 shares; 2025Q2: 52,940 shares; 2025Q3: 50,486 shares; 2025Q4: 56,848 shares; 2026Q1: 61,164 shares 61,164 $3.84M 0.13% +4,316 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: 756 shares; 2024Q4: 894 shares; 2025Q1: 858 shares; 2025Q2: 975 shares; 2025Q3: 1,204 shares; 2025Q4: 8,589 shares; 2026Q1: 8,244 shares 8,244 $3.8M 0.12% -345 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: 23,539 shares; 2024Q4: 21,736 shares; 2025Q1: 18,790 shares; 2025Q2: 29,237 shares; 2025Q3: 22,002 shares; 2025Q4: 20,073 shares; 2026Q1: 69,642 shares 69,642 $3.77M 0.12% +49,569 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: 5,204 shares; 2024Q4: 6,132 shares; 2025Q1: 7,100 shares; 2025Q2: 3,057 shares; 2025Q3: 3,866 shares; 2025Q4: 4,193 shares; 2026Q1: 4,277 shares 4,277 $3.73M 0.12% +84 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,970 shares; 2024Q4: 130,048 shares; 2025Q1: 135,947 shares; 2025Q2: 166,554 shares; 2025Q3: 172,322 shares; 2025Q4: 165,029 shares; 2026Q1: 162,697 shares 162,697 $3.63M 0.12% -2,332 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,670 shares; 2025Q3: 11,801 shares; 2025Q4: 13,164 shares; 2026Q1: 50,422 shares 50,422 $3.61M 0.12% +37,258 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: 28,743 shares; 2024Q4: 29,396 shares; 2025Q1: 30,591 shares; 2025Q2: 26,247 shares; 2025Q3: 26,941 shares; 2025Q4: 28,506 shares; 2026Q1: 31,106 shares 31,106 $3.6M 0.12% +2,600 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 4,513 shares; 2025Q1: 5,640 shares; 2025Q2: 2,754 shares; 2025Q3: 2,838 shares; 2025Q4: 2,296 shares; 2026Q1: 2,599 shares 2,599 $3.59M 0.12% +303 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: 26,560 shares; 2024Q4: 25,812 shares; 2025Q1: 26,372 shares; 2025Q2: 26,309 shares; 2025Q3: 30,806 shares; 2025Q4: 31,591 shares; 2026Q1: 32,271 shares 32,271 $3.58M 0.12% +680 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: 7,527 shares; 2024Q4: 7,772 shares; 2025Q1: 7,779 shares; 2025Q2: 15,068 shares; 2025Q3: 15,166 shares; 2025Q4: 15,478 shares; 2026Q1: 15,547 shares 15,547 $3.57M 0.12% +69 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: 21,865 shares; 2024Q4: 20,361 shares; 2025Q1: 13,082 shares; 2025Q2: 13,165 shares; 2025Q3: 13,119 shares; 2025Q4: 14,657 shares; 2026Q1: 14,541 shares 14,541 $3.55M 0.12% -116 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: 10,570 shares; 2024Q4: 11,359 shares; 2025Q1: 11,575 shares; 2025Q2: 11,717 shares; 2025Q3: 12,158 shares; 2025Q4: 12,035 shares; 2026Q1: 12,004 shares 12,004 $3.55M 0.12% -31 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: 7,648 shares; 2024Q4: 7,512 shares; 2025Q1: 7,404 shares; 2025Q2: 7,345 shares; 2025Q3: 7,456 shares; 2025Q4: 7,830 shares; 2026Q1: 8,026 shares 8,026 $3.48M 0.11% +196 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: 24,177 shares; 2024Q4: 23,966 shares; 2025Q1: 25,207 shares; 2025Q2: 28,877 shares; 2025Q3: 29,468 shares; 2025Q4: 29,750 shares; 2026Q1: 35,303 shares 35,303 $3.45M 0.11% +5,553 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 14,812 shares; 2025Q1: 14,394 shares; 2025Q2: 37,649 shares; 2025Q3: 53,434 shares; 2025Q4: 56,878 shares; 2026Q1: 62,111 shares 62,111 $3.45M 0.11% +5,233 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,335 shares; 2024Q4: 55,637 shares; 2025Q1: 55,055 shares; 2025Q2: 55,117 shares; 2025Q3: 54,279 shares; 2025Q4: 53,964 shares; 2026Q1: 25,383 shares 25,383 $3.45M 0.11% -28,581 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: 2,026 shares; 2024Q4: 2,024 shares; 2025Q1: 2,405 shares; 2025Q2: 2,668 shares; 2025Q3: 2,821 shares; 2025Q4: 2,964 shares; 2026Q1: 2,587 shares 2,587 $3.42M 0.11% -377 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,828 shares 85,828 $3.38M 0.11% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,964 shares; 2024Q4: 18,256 shares; 2025Q1: 13,968 shares; 2025Q2: 13,733 shares; 2025Q3: 22,985 shares; 2025Q4: 101,164 shares; 2026Q1: 101,217 shares 101,217 $3.36M 0.11% +53 Timeline SPSM 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: 50,178 shares; 2024Q4: 49,975 shares; 2025Q1: 53,121 shares; 2025Q2: 50,832 shares; 2025Q3: 50,670 shares; 2025Q4: 55,020 shares; 2026Q1: 68,758 shares 68,758 $3.32M 0.11% +13,738 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: 9,335 shares; 2024Q4: 9,561 shares; 2025Q1: 10,042 shares; 2025Q2: 11,680 shares; 2025Q3: 12,080 shares; 2025Q4: 12,060 shares; 2026Q1: 12,721 shares 12,721 $3.31M 0.11% +661 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 16,229 shares; 2025Q1: 15,205 shares; 2025Q2: 15,588 shares; 2025Q3: 33,534 shares; 2025Q4: 52,607 shares; 2026Q1: 58,260 shares 58,260 $3.3M 0.11% +5,653 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: 3,701 shares; 2024Q4: 4,918 shares; 2025Q1: 14,542 shares; 2025Q2: 30,086 shares; 2025Q3: 30,647 shares; 2025Q4: 29,837 shares; 2026Q1: 29,549 shares 29,549 $3.26M 0.11% -288 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: 13,810 shares; 2024Q4: 13,667 shares; 2025Q1: 13,326 shares; 2025Q2: 12,288 shares; 2025Q3: 12,188 shares; 2025Q4: 12,718 shares; 2026Q1: 13,089 shares 13,089 $3.23M 0.11% +371 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 14,068 shares; 2025Q3: 13,834 shares; 2025Q4: 81,902 shares; 2026Q1: 77,267 shares 77,267 $3.21M 0.11% -4,635 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 9,502 shares; 2025Q1: 11,524 shares; 2025Q2: 11,887 shares; 2025Q3: 13,306 shares; 2025Q4: 14,059 shares; 2026Q1: 73,496 shares 73,496 $3.21M 0.11% +59,437 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: 18,073 shares; 2024Q4: 23,497 shares; 2025Q1: 34,843 shares; 2025Q2: 27,405 shares; 2025Q3: 27,819 shares; 2025Q4: 28,149 shares; 2026Q1: 30,129 shares 30,129 $3.2M 0.1% +1,980 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,231 shares; 2024Q4: 25,220 shares; 2025Q1: 26,896 shares; 2025Q2: 33,620 shares; 2025Q3: 34,085 shares; 2025Q4: 34,263 shares; 2026Q1: 34,611 shares 34,611 $3.19M 0.1% +348 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: 7,532 shares; 2024Q4: 7,776 shares; 2025Q1: 7,000 shares; 2025Q2: 7,447 shares; 2025Q3: 9,878 shares; 2025Q4: 11,892 shares; 2026Q1: 10,549 shares 10,549 $3.19M 0.1% -1,343 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: 18,327 shares; 2024Q4: 16,462 shares; 2025Q1: 19,723 shares; 2025Q2: 19,385 shares; 2025Q3: 18,171 shares; 2025Q4: 21,167 shares; 2026Q1: 21,663 shares 21,663 $3.19M 0.1% +496 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: 37,062 shares; 2024Q4: 129,294 shares; 2025Q1: 155,628 shares; 2025Q2: 190,758 shares; 2025Q3: 191,765 shares; 2025Q4: 187,066 shares; 2026Q1: 164,961 shares 164,961 $3.18M 0.1% -22,105 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: 21,733 shares; 2024Q4: 22,198 shares; 2025Q1: 22,795 shares; 2025Q2: 21,819 shares; 2025Q3: 22,445 shares; 2025Q4: 22,624 shares; 2026Q1: 32,775 shares 32,775 $3.16M 0.1% +10,151 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 7,934 shares; 2025Q1: 8,181 shares; 2025Q2: 7,924 shares; 2025Q3: 8,106 shares; 2025Q4: 8,106 shares; 2026Q1: 8,642 shares 8,642 $3.14M 0.1% +536 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: 20,687 shares; 2024Q4: 18,980 shares; 2025Q1: 29,983 shares; 2025Q2: 29,733 shares; 2025Q3: 34,841 shares; 2025Q4: 41,625 shares; 2026Q1: 44,886 shares 44,886 $3.13M 0.1% +3,261 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,862 shares; 2025Q4: 13,966 shares; 2026Q1: 11,474 shares 11,474 $3.1M 0.1% -2,492 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: 2,332 shares; 2024Q4: 2,451 shares; 2025Q1: 2,510 shares; 2025Q2: 2,291 shares; 2025Q3: 2,206 shares; 2025Q4: 2,674 shares; 2026Q1: 2,663 shares 2,663 $3.09M 0.1% -11 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,176 shares; 2025Q1: 5,385 shares; 2025Q2: 5,285 shares; 2025Q3: 5,456 shares; 2025Q4: 5,593 shares; 2026Q1: 8,381 shares 8,381 $3.05M 0.1% +2,788 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 6,130 shares; 2025Q1: 6,077 shares; 2025Q2: 4,337 shares; 2025Q3: 4,467 shares; 2025Q4: 4,515 shares; 2026Q1: 4,457 shares 4,457 $3.04M 0.1% -58 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,412 shares; 2024Q4: 36,285 shares; 2025Q1: 31,180 shares; 2025Q2: 30,479 shares; 2025Q3: 29,533 shares; 2025Q4: 43,264 shares; 2026Q1: 63,813 shares 63,813 $3M 0.1% +20,549 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: 7,733 shares; 2024Q4: 7,226 shares; 2025Q1: 7,273 shares; 2025Q2: 6,873 shares; 2025Q3: 9,061 shares; 2025Q4: 9,207 shares; 2026Q1: 9,375 shares 9,375 $2.98M 0.1% +168 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: 20,438 shares; 2024Q4: 18,705 shares; 2025Q1: 18,297 shares; 2025Q2: 17,977 shares; 2025Q3: 17,830 shares; 2025Q4: 17,889 shares; 2026Q1: 19,297 shares 19,297 $2.92M 0.1% +1,408 Timeline ISCG 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: 47,416 shares; 2024Q4: 47,416 shares; 2025Q1: 47,416 shares; 2025Q2: 47,416 shares; 2025Q3: 46,496 shares; 2025Q4: 71,839 shares; 2026Q1: 53,311 shares 53,311 $2.92M 0.1% -18,528 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,972 shares; 2024Q4: 34,092 shares; 2025Q1: 34,579 shares; 2025Q2: 34,426 shares; 2025Q3: 33,434 shares; 2025Q4: 32,625 shares; 2026Q1: 31,472 shares 31,472 $2.88M 0.09% -1,153 Timeline QYLD 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: 22,930 shares; 2024Q4: 28,518 shares; 2025Q1: 26,534 shares; 2025Q2: 16,355 shares; 2025Q3: 32,478 shares; 2025Q4: 143,455 shares; 2026Q1: 167,408 shares 167,408 $2.87M 0.09% +23,953 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: 10,386 shares; 2024Q4: 13,386 shares; 2025Q1: 20,904 shares; 2025Q2: 35,060 shares; 2025Q3: 35,433 shares; 2025Q4: 36,128 shares; 2026Q1: 34,717 shares 34,717 $2.87M 0.09% -1,411 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: 3,212 shares; 2024Q4: 3,343 shares; 2025Q1: 3,325 shares; 2025Q2: 3,069 shares; 2025Q3: 4,629 shares; 2025Q4: 5,717 shares; 2026Q1: 7,252 shares 7,252 $2.84M 0.09% +1,535 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: 15,890 shares; 2024Q4: 15,037 shares; 2025Q1: 15,076 shares; 2025Q2: 18,213 shares; 2025Q3: 16,699 shares; 2025Q4: 15,203 shares; 2026Q1: 17,152 shares 17,152 $2.84M 0.09% +1,949 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: 14,289 shares 14,289 $2.82M 0.09% new 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: 29,256 shares; 2024Q4: 32,011 shares; 2025Q1: 37,308 shares; 2025Q2: 42,658 shares; 2025Q3: 41,894 shares; 2025Q4: 51,893 shares; 2026Q1: 50,768 shares 50,768 $2.81M 0.09% -1,125 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 7,813 shares; 2025Q1: 19,797 shares; 2025Q2: 95,249 shares; 2025Q3: 86,317 shares; 2025Q4: 73,334 shares; 2026Q1: 78,487 shares 78,487 $2.78M 0.09% +5,153 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,128 shares; 2024Q4: 24,241 shares; 2025Q1: 46,919 shares; 2025Q2: 61,427 shares; 2025Q3: 55,934 shares; 2025Q4: 46,368 shares; 2026Q1: 55,711 shares 55,711 $2.78M 0.09% +9,343 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: 32,807 shares; 2024Q4: 32,609 shares; 2025Q1: 32,754 shares; 2025Q2: 30,942 shares; 2025Q3: 28,230 shares; 2025Q4: 27,985 shares; 2026Q1: 29,704 shares 29,704 $2.75M 0.09% +1,719 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 9,976 shares; 2025Q1: 10,627 shares; 2025Q2: 22,923 shares; 2025Q3: 33,957 shares; 2025Q4: 24,894 shares; 2026Q1: 25,426 shares 25,426 $2.75M 0.09% +532 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: 23,617 shares; 2024Q4: 25,482 shares; 2025Q1: 21,455 shares; 2025Q2: 30,127 shares; 2025Q3: 20,563 shares; 2025Q4: 41,366 shares; 2026Q1: 44,781 shares 44,781 $2.74M 0.09% +3,415 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: 7,123 shares; 2024Q4: 7,036 shares; 2025Q1: 8,778 shares; 2025Q2: 8,356 shares; 2025Q3: 9,352 shares; 2025Q4: 9,737 shares; 2026Q1: 9,660 shares 9,660 $2.74M 0.09% -77 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 5,109 shares; 2025Q1: 6,945 shares; 2025Q2: 12,823 shares; 2025Q3: 14,671 shares; 2025Q4: 28,349 shares; 2026Q1: 27,177 shares 27,177 $2.74M 0.09% -1,172 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: 4,374 shares; 2024Q4: 4,092 shares; 2025Q1: 4,102 shares; 2025Q2: 4,180 shares; 2025Q3: 5,443 shares; 2025Q4: 5,623 shares; 2026Q1: 7,673 shares 7,673 $2.73M 0.09% +2,050 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 111,831 shares 111,831 $2.72M 0.09% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,845 shares; 2024Q4: 39,148 shares; 2025Q1: 40,105 shares; 2025Q2: 44,222 shares; 2025Q3: 43,746 shares; 2025Q4: 48,281 shares; 2026Q1: 48,944 shares 48,944 $2.7M 0.09% +663 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,580 shares; 2024Q4: 64,036 shares; 2025Q1: 63,382 shares; 2025Q2: 58,183 shares; 2025Q3: 59,582 shares; 2025Q4: 61,169 shares; 2026Q1: 66,655 shares 66,655 $2.68M 0.09% +5,486 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,840 shares; 2024Q4: 93,820 shares; 2025Q1: 89,397 shares; 2025Q2: 89,042 shares; 2025Q3: 89,042 shares; 2025Q4: 85,187 shares; 2026Q1: 68,724 shares 68,724 $2.67M 0.09% -16,463 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: 10,740 shares; 2024Q4: 11,245 shares; 2025Q1: 10,165 shares; 2025Q2: 10,368 shares; 2025Q3: 15,444 shares; 2025Q4: 16,879 shares; 2026Q1: 19,586 shares 19,586 $2.66M 0.09% +2,707 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,258 shares; 2024Q4: 61,002 shares; 2025Q1: 61,274 shares; 2025Q2: 63,639 shares; 2025Q3: 56,155 shares; 2025Q4: 46,402 shares; 2026Q1: 20,434 shares 20,434 $2.65M 0.09% -25,968 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: 9,979 shares; 2024Q4: 9,931 shares; 2025Q1: 11,296 shares; 2025Q2: 15,892 shares; 2025Q3: 18,044 shares; 2025Q4: 18,219 shares; 2026Q1: 17,332 shares 17,332 $2.65M 0.09% -887 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,492 shares; 2024Q4: 57,650 shares; 2025Q1: 61,936 shares; 2025Q2: 63,182 shares; 2025Q3: 63,010 shares; 2025Q4: 71,217 shares; 2026Q1: 71,641 shares 71,641 $2.64M 0.09% +424 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: 87,873 shares; 2024Q4: 100,568 shares; 2025Q1: 101,823 shares; 2025Q2: 100,338 shares; 2025Q3: 99,557 shares; 2025Q4: 97,264 shares; 2026Q1: 87,020 shares 87,020 $2.64M 0.09% -10,244 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 20,186 shares; 2025Q1: 20,700 shares; 2025Q2: 18,382 shares; 2025Q3: 20,910 shares; 2025Q4: 23,088 shares; 2026Q1: 28,778 shares 28,778 $2.64M 0.09% +5,690 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 12,821 shares; 2025Q1: 14,450 shares; 2025Q2: 13,814 shares; 2025Q3: 13,294 shares; 2025Q4: 11,122 shares; 2026Q1: 21,205 shares 21,205 $2.58M 0.08% +10,083 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: 24,391 shares; 2024Q4: 19,742 shares; 2025Q1: 19,752 shares; 2025Q2: 20,910 shares; 2025Q3: 21,675 shares; 2025Q4: 24,319 shares; 2026Q1: 25,057 shares 25,057 $2.57M 0.08% +738 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: 21,504 shares; 2024Q4: 22,591 shares; 2025Q1: 26,544 shares; 2025Q2: 24,791 shares; 2025Q3: 25,932 shares; 2025Q4: 25,976 shares; 2026Q1: 26,317 shares 26,317 $2.45M 0.08% +341 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,596 shares; 2025Q3: 26,998 shares; 2025Q4: 30,402 shares; 2026Q1: 49,465 shares 49,465 $2.44M 0.08% +19,063 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: 22,672 shares; 2024Q4: 22,943 shares; 2025Q1: 20,925 shares; 2025Q2: 20,383 shares; 2025Q3: 25,371 shares; 2025Q4: 30,124 shares; 2026Q1: 30,578 shares 30,578 $2.43M 0.08% +454 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: 3,972 shares; 2024Q4: 3,975 shares; 2025Q1: 4,039 shares; 2025Q2: 3,834 shares; 2025Q3: 4,062 shares; 2025Q4: 4,543 shares; 2026Q1: 5,252 shares 5,252 $2.43M 0.08% +709 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: 5,897 shares; 2024Q4: 6,153 shares; 2025Q1: 5,828 shares; 2025Q2: 6,068 shares; 2025Q3: 6,887 shares; 2025Q4: 7,139 shares; 2026Q1: 6,908 shares 6,908 $2.37M 0.08% -231 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,099 shares; 2024Q4: 30,749 shares; 2025Q1: 31,164 shares; 2025Q2: 33,529 shares; 2025Q3: 33,243 shares; 2025Q4: 31,488 shares; 2026Q1: 29,527 shares 29,527 $2.28M 0.07% -1,961 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 5,682 shares; 2025Q1: 9,070 shares; 2025Q2: 10,965 shares; 2025Q3: 11,377 shares; 2025Q4: 10,333 shares; 2026Q1: 11,393 shares 11,393 $2.24M 0.07% +1,060 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: 24,722 shares; 2024Q4: 23,843 shares; 2025Q1: 26,007 shares; 2025Q2: 24,087 shares; 2025Q3: 25,055 shares; 2025Q4: 31,756 shares; 2026Q1: 36,717 shares 36,717 $2.23M 0.07% +4,961 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 44,678 shares; 2025Q1: 44,019 shares; 2025Q2: 44,245 shares; 2025Q3: 40,828 shares; 2025Q4: 45,724 shares; 2026Q1: 53,614 shares 53,614 $2.22M 0.07% +7,890 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,205 shares; 2024Q4: 55,293 shares; 2025Q1: 108,109 shares; 2025Q2: 126,738 shares; 2025Q3: 113,779 shares; 2025Q4: 81,577 shares; 2026Q1: 76,463 shares 76,463 $2.2M 0.07% -5,114 Timeline BUG 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: 124,850 shares; 2024Q4: 125,566 shares; 2025Q1: 131,575 shares; 2025Q2: 133,561 shares; 2025Q3: 149,646 shares; 2025Q4: 158,091 shares; 2026Q1: 87,123 shares 87,123 $2.19M 0.07% -70,968 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,892 shares; 2024Q4: 20,715 shares; 2025Q1: 46,917 shares; 2025Q2: 51,134 shares; 2025Q3: 52,670 shares; 2025Q4: 42,139 shares; 2026Q1: 44,425 shares 44,425 $2.18M 0.07% +2,286 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: 3,932 shares; 2024Q4: 2,519 shares; 2025Q1: 9,087 shares; 2025Q2: 11,567 shares; 2025Q3: 10,615 shares; 2025Q4: 10,198 shares; 2026Q1: 8,554 shares 8,554 $2.14M 0.07% -1,644 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 29,925 shares; 2025Q1: 29,639 shares; 2025Q2: 15,029 shares; 2025Q3: 16,182 shares; 2025Q4: 25,996 shares; 2026Q1: 24,677 shares 24,677 $2.14M 0.07% -1,319 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 14,558 shares; 2025Q1: 14,335 shares; 2025Q2: 12,572 shares; 2025Q3: 12,555 shares; 2025Q4: 14,966 shares; 2026Q1: 22,911 shares 22,911 $2.12M 0.07% +7,945 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,119 shares; 2025Q1: 8,624 shares; 2025Q2: 8,588 shares; 2025Q3: 8,281 shares; 2025Q4: 8,149 shares; 2026Q1: 10,085 shares 10,085 $2.1M 0.07% +1,936 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: 9,193 shares; 2024Q4: 9,189 shares; 2025Q1: 9,271 shares; 2025Q2: 9,172 shares; 2025Q3: 12,142 shares; 2025Q4: 22,123 shares; 2026Q1: 18,230 shares 18,230 $2.1M 0.07% -3,893 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,386 shares; 2025Q1: 2,499 shares; 2025Q2: 2,524 shares; 2025Q3: 2,590 shares; 2025Q4: 4,418 shares; 2026Q1: 4,319 shares 4,319 $2.04M 0.07% -99 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,555 shares; 2024Q4: 44,217 shares; 2025Q1: 138,600 shares; 2025Q2: 149,935 shares; 2025Q3: 169,375 shares; 2025Q4: 164,710 shares; 2026Q1: 127,146 shares 127,146 $2.02M 0.07% -37,564 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: 6,231 shares; 2024Q4: 125,288 shares; 2025Q1: 40,694 shares; 2025Q2: 7,744 shares; 2025Q3: 11,755 shares; 2025Q4: 88,901 shares; 2026Q1: 9,422 shares 9,422 $2.01M 0.07% -79,479 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 3,425 shares; 2025Q1: 3,725 shares; 2025Q2: 2,634 shares; 2025Q3: 2,815 shares; 2025Q4: 2,751 shares; 2026Q1: 2,700 shares 2,700 $1.99M 0.07% -51 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: 6,034 shares; 2024Q4: 5,636 shares; 2025Q1: 5,044 shares; 2025Q2: 5,846 shares; 2025Q3: 6,355 shares; 2025Q4: 7,636 shares; 2026Q1: 9,981 shares 9,981 $1.99M 0.07% +2,345 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,712 shares; 2024Q4: 98,807 shares; 2025Q1: 100,084 shares; 2025Q2: 124,851 shares; 2025Q3: 128,924 shares; 2025Q4: 138,589 shares; 2026Q1: 135,457 shares 135,457 $1.97M 0.06% -3,132 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,601 shares; 2025Q1: 58,950 shares; 2025Q2: 74,763 shares; 2025Q3: 76,937 shares; 2025Q4: 38,932 shares; 2026Q1: 72,889 shares 72,889 $1.96M 0.06% +33,957 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: 26,300 shares; 2024Q4: 25,916 shares; 2025Q1: 28,184 shares; 2025Q2: 29,372 shares; 2025Q3: 30,224 shares; 2025Q4: 32,415 shares; 2026Q1: 31,664 shares 31,664 $1.96M 0.06% -751 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: 17,735 shares; 2024Q4: 17,749 shares; 2025Q1: 30,027 shares; 2025Q2: 18,456 shares; 2025Q3: 17,444 shares; 2025Q4: 17,382 shares; 2026Q1: 17,724 shares 17,724 $1.93M 0.06% +342 Timeline PAVE 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: 28,217 shares; 2024Q4: 28,614 shares; 2025Q1: 24,691 shares; 2025Q2: 17,802 shares; 2025Q3: 20,369 shares; 2025Q4: 17,369 shares; 2026Q1: 37,983 shares 37,983 $1.93M 0.06% +20,614 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: 11,443 shares; 2024Q4: 11,334 shares; 2025Q1: 10,523 shares; 2025Q2: 9,928 shares; 2025Q3: 9,970 shares; 2025Q4: 10,152 shares; 2026Q1: 9,157 shares 9,157 $1.91M 0.06% -995 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: 33,793 shares; 2024Q4: 33,554 shares; 2025Q1: 29,526 shares; 2025Q2: 26,981 shares; 2025Q3: 26,884 shares; 2025Q4: 16,817 shares; 2026Q1: 15,824 shares 15,824 $1.88M 0.06% -993 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: 40,728 shares; 2024Q4: 41,114 shares; 2025Q1: 40,040 shares; 2025Q2: 38,876 shares; 2025Q3: 39,890 shares; 2025Q4: 41,533 shares; 2026Q1: 40,770 shares 40,770 $1.87M 0.06% -763 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 10,016 shares; 2025Q1: 7,442 shares; 2025Q2: 6,929 shares; 2025Q3: 7,401 shares; 2025Q4: 7,193 shares; 2026Q1: 7,040 shares 7,040 $1.87M 0.06% -153 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: 164,129 shares; 2024Q4: 154,864 shares; 2025Q1: 163,054 shares; 2025Q2: 71,001 shares; 2025Q3: 75,357 shares; 2025Q4: 76,028 shares; 2026Q1: 66,563 shares 66,563 $1.87M 0.06% -9,465 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: 11,539 shares; 2024Q4: 6,467 shares; 2025Q1: 33,699 shares; 2025Q2: 63,344 shares; 2025Q3: 66,909 shares; 2025Q4: 136,478 shares; 2026Q1: 40,391 shares 40,391 $1.85M 0.06% -96,087 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,210 shares 24,210 $1.85M 0.06% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 12,073 shares; 2025Q1: 13,730 shares; 2025Q2: 15,547 shares; 2025Q3: 15,285 shares; 2025Q4: 14,886 shares; 2026Q1: 14,321 shares 14,321 $1.83M 0.06% -565 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: 6,597 shares; 2024Q4: 6,615 shares; 2025Q1: 5,926 shares; 2025Q2: 5,667 shares; 2025Q3: 6,174 shares; 2025Q4: 6,378 shares; 2026Q1: 8,419 shares 8,419 $1.83M 0.06% +2,041 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,017 shares; 2024Q4: 72,017 shares; 2025Q1: 71,004 shares; 2025Q2: 70,796 shares; 2025Q3: 69,453 shares; 2025Q4: 68,693 shares; 2026Q1: 19,149 shares 19,149 $1.83M 0.06% -49,544 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 11,899 shares; 2025Q1: 27,421 shares; 2025Q2: 27,380 shares; 2025Q3: 37,001 shares; 2025Q4: 38,152 shares; 2026Q1: 29,000 shares 29,000 $1.82M 0.06% -9,152 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES 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: 24,777 shares; 2026Q1: 24,809 shares 24,809 $1.81M 0.06% +32 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 7,045 shares; 2025Q1: 6,765 shares; 2025Q2: 7,240 shares; 2025Q3: 7,581 shares; 2025Q4: 7,146 shares; 2026Q1: 7,070 shares 7,070 $1.8M 0.06% -76 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,579 shares; 2025Q2: 22,321 shares; 2025Q3: 34,284 shares; 2025Q4: 34,284 shares; 2026Q1: 35,491 shares 35,491 $1.77M 0.06% +1,207 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: 3,614 shares; 2024Q4: not reported; 2025Q1: 8,393 shares; 2025Q2: 7,811 shares; 2025Q3: 7,872 shares; 2025Q4: 8,257 shares; 2026Q1: 14,900 shares 14,900 $1.77M 0.06% +6,643 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 22,048 shares; 2026Q1: 23,162 shares 23,162 $1.73M 0.06% +1,114 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: 22,282 shares; 2024Q4: 18,931 shares; 2025Q1: 42,188 shares; 2025Q2: 81,664 shares; 2025Q3: 84,880 shares; 2025Q4: 26,428 shares; 2026Q1: 26,915 shares 26,915 $1.72M 0.06% +487 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: 5,980 shares; 2024Q4: 5,450 shares; 2025Q1: 7,090 shares; 2025Q2: 8,292 shares; 2025Q3: 8,764 shares; 2025Q4: 8,756 shares; 2026Q1: 8,339 shares 8,339 $1.72M 0.06% -417 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: 4,721 shares; 2024Q4: 7,171 shares; 2025Q1: 8,400 shares; 2025Q2: 9,985 shares; 2025Q3: 20,749 shares; 2025Q4: 23,140 shares; 2026Q1: 17,209 shares 17,209 $1.7M 0.06% -5,931 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: 4,998 shares; 2024Q4: not reported; 2025Q1: 9,913 shares; 2025Q2: 11,778 shares; 2025Q3: 14,351 shares; 2025Q4: 24,148 shares; 2026Q1: 22,097 shares 22,097 $1.7M 0.06% -2,051 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: 5,881 shares; 2024Q4: 5,477 shares; 2025Q1: 6,209 shares; 2025Q2: 6,301 shares; 2025Q3: 9,921 shares; 2025Q4: 11,004 shares; 2026Q1: 12,304 shares 12,304 $1.7M 0.06% +1,300 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 9,111 shares; 2025Q1: 9,045 shares; 2025Q2: 8,833 shares; 2025Q3: 8,705 shares; 2025Q4: 8,725 shares; 2026Q1: 9,106 shares 9,106 $1.68M 0.06% +381 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 15,862 shares; 2025Q1: 16,728 shares; 2025Q2: 19,443 shares; 2025Q3: 27,999 shares; 2025Q4: 32,504 shares; 2026Q1: 34,918 shares 34,918 $1.68M 0.06% +2,414 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: 9,978 shares; 2024Q4: 10,061 shares; 2025Q1: 9,872 shares; 2025Q2: 9,909 shares; 2025Q3: 10,158 shares; 2025Q4: 10,291 shares; 2026Q1: 12,802 shares 12,802 $1.68M 0.06% +2,511 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,303 shares; 2024Q4: 6,032 shares; 2025Q1: 6,124 shares; 2025Q2: 6,282 shares; 2025Q3: 6,989 shares; 2025Q4: 6,988 shares; 2026Q1: 6,990 shares 6,990 $1.65M 0.05% +2 Timeline IDEV 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: 7,713 shares; 2024Q4: 7,485 shares; 2025Q1: 8,152 shares; 2025Q2: 8,516 shares; 2025Q3: 15,063 shares; 2025Q4: 16,687 shares; 2026Q1: 19,695 shares 19,695 $1.65M 0.05% +3,008 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,211 shares; 2025Q1: 9,408 shares; 2025Q2: 10,941 shares; 2025Q3: 17,300 shares; 2025Q4: 19,653 shares; 2026Q1: 20,925 shares 20,925 $1.64M 0.05% +1,272 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,109 shares; 2024Q4: 23,343 shares; 2025Q1: 23,343 shares; 2025Q2: 23,285 shares; 2025Q3: 23,285 shares; 2025Q4: 24,576 shares; 2026Q1: 42,068 shares 42,068 $1.64M 0.05% +17,492 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 5,465 shares; 2025Q1: 5,518 shares; 2025Q2: 5,302 shares; 2025Q3: 5,491 shares; 2025Q4: 5,210 shares; 2026Q1: 5,765 shares 5,765 $1.62M 0.05% +555 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: 20,101 shares; 2024Q4: 19,475 shares; 2025Q1: 8,663 shares; 2025Q2: 9,269 shares; 2025Q3: 22,263 shares; 2025Q4: 23,553 shares; 2026Q1: 27,461 shares 27,461 $1.61M 0.05% +3,908 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: 53,264 shares; 2024Q4: 52,163 shares; 2025Q1: 51,210 shares; 2025Q2: 66,390 shares; 2025Q3: 66,806 shares; 2025Q4: 66,023 shares; 2026Q1: 47,903 shares 47,903 $1.61M 0.05% -18,120 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: 1,695 shares; 2024Q4: 1,918 shares; 2025Q1: 3,711 shares; 2025Q2: 7,607 shares; 2025Q3: 7,931 shares; 2025Q4: 8,625 shares; 2026Q1: 8,352 shares 8,352 $1.6M 0.05% -273 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,593 shares; 2025Q3: 35,312 shares; 2025Q4: 40,334 shares; 2026Q1: 39,159 shares 39,159 $1.6M 0.05% -1,175 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,989 shares; 2024Q4: 24,351 shares; 2025Q1: 20,877 shares; 2025Q2: 20,914 shares; 2025Q3: 22,511 shares; 2025Q4: 22,706 shares; 2026Q1: 21,656 shares 21,656 $1.59M 0.05% -1,050 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,026 shares; 2025Q1: 3,556 shares; 2025Q2: 3,682 shares; 2025Q3: 3,750 shares; 2025Q4: 4,181 shares; 2026Q1: 6,181 shares 6,181 $1.59M 0.05% +2,000 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,479 shares; 2024Q4: 22,685 shares; 2025Q1: 20,287 shares; 2025Q2: 22,438 shares; 2025Q3: 22,101 shares; 2025Q4: 21,616 shares; 2026Q1: 21,736 shares 21,736 $1.58M 0.05% +120 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,339 shares; 2024Q4: 51,890 shares; 2025Q1: 48,091 shares; 2025Q2: 46,945 shares; 2025Q3: 48,227 shares; 2025Q4: 44,063 shares; 2026Q1: 39,274 shares 39,274 $1.58M 0.05% -4,789 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 9,176 shares; 2025Q1: 8,736 shares; 2025Q2: 5,024 shares; 2025Q3: 18,800 shares; 2025Q4: 35,396 shares; 2026Q1: 35,103 shares 35,103 $1.58M 0.05% -293 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,049 shares; 2025Q1: 8,261 shares; 2025Q2: 8,201 shares; 2025Q3: 8,373 shares; 2025Q4: 5,425 shares; 2026Q1: 11,804 shares 11,804 $1.57M 0.05% +6,379 Timeline EFAV 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: 31,032 shares; 2024Q4: 31,032 shares; 2025Q1: 30,390 shares; 2025Q2: 30,265 shares; 2025Q3: 30,090 shares; 2025Q4: 30,090 shares; 2026Q1: 17,171 shares 17,171 $1.57M 0.05% -12,919 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,555 shares; 2024Q4: 82,733 shares; 2025Q1: 67,524 shares; 2025Q2: 58,904 shares; 2025Q3: 64,783 shares; 2025Q4: 63,061 shares; 2026Q1: 68,939 shares 68,939 $1.56M 0.05% +5,878 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 921 shares; 2025Q1: 7,111 shares; 2025Q2: 7,800 shares; 2025Q3: 7,973 shares; 2025Q4: 6,409 shares; 2026Q1: 8,002 shares 8,002 $1.55M 0.05% +1,593 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,203 shares; 2024Q4: 39,151 shares; 2025Q1: 36,686 shares; 2025Q2: 39,788 shares; 2025Q3: 39,423 shares; 2025Q4: 35,034 shares; 2026Q1: 29,236 shares 29,236 $1.54M 0.05% -5,798 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,479 shares; 2025Q2: 60,323 shares; 2025Q3: 62,057 shares; 2025Q4: 55,977 shares; 2026Q1: 56,122 shares 56,122 $1.54M 0.05% +145 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,474 shares 12,474 $1.53M 0.05% new Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,288 shares; 2024Q4: 16,620 shares; 2025Q1: 52,037 shares; 2025Q2: 64,925 shares; 2025Q3: 67,343 shares; 2025Q4: 61,027 shares; 2026Q1: 57,023 shares 57,023 $1.53M 0.05% -4,004 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: 5,529 shares; 2024Q4: 4,573 shares; 2025Q1: 5,971 shares; 2025Q2: 5,765 shares; 2025Q3: 9,790 shares; 2025Q4: 11,096 shares; 2026Q1: 13,872 shares 13,872 $1.52M 0.05% +2,776 Timeline DJD 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: 29,232 shares; 2024Q4: 29,175 shares; 2025Q1: 28,857 shares; 2025Q2: 27,321 shares; 2025Q3: 27,661 shares; 2025Q4: 27,648 shares; 2026Q1: 25,339 shares 25,339 $1.51M 0.05% -2,309 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,699 shares; 2025Q1: 53,292 shares; 2025Q2: 43,074 shares; 2025Q3: 38,623 shares; 2025Q4: 34,914 shares; 2026Q1: 33,132 shares 33,132 $1.51M 0.05% -1,782 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 10,800 shares; 2025Q1: 9,781 shares; 2025Q2: 10,030 shares; 2025Q3: 11,013 shares; 2025Q4: 10,839 shares; 2026Q1: 15,323 shares 15,323 $1.48M 0.05% +4,484 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 15,980 shares 15,980 $1.47M 0.05% +13,631 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: 585 shares; 2024Q4: 624 shares; 2025Q1: 651 shares; 2025Q2: 690 shares; 2025Q3: 674 shares; 2025Q4: 719 shares; 2026Q1: 838 shares 838 $1.45M 0.05% +119 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: 955 shares; 2024Q4: 936 shares; 2025Q1: 1,145 shares; 2025Q2: 901 shares; 2025Q3: 826 shares; 2025Q4: 1,049 shares; 2026Q1: 2,068 shares 2,068 $1.44M 0.05% +1,019 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: 6,643 shares; 2024Q4: 4,198 shares; 2025Q1: 7,647 shares; 2025Q2: 8,666 shares; 2025Q3: 7,292 shares; 2025Q4: 5,280 shares; 2026Q1: 5,419 shares 5,419 $1.44M 0.05% +139 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 23,429 shares; 2025Q1: 22,614 shares; 2025Q2: 19,276 shares; 2025Q3: 19,886 shares; 2025Q4: 29,312 shares; 2026Q1: 36,338 shares 36,338 $1.43M 0.05% +7,026 Timeline SIL 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: 18,759 shares; 2024Q4: 16,710 shares; 2025Q1: 16,590 shares; 2025Q2: 16,433 shares; 2025Q3: 16,433 shares; 2025Q4: 15,880 shares; 2026Q1: 15,900 shares 15,900 $1.43M 0.05% +20 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 12,701 shares; 2025Q1: 12,737 shares; 2025Q2: 12,740 shares; 2025Q3: 12,841 shares; 2025Q4: 12,841 shares; 2026Q1: 8,841 shares 8,841 $1.43M 0.05% -4,000 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: 13,047 shares; 2024Q4: 11,370 shares; 2025Q1: 11,212 shares; 2025Q2: 10,983 shares; 2025Q3: 10,887 shares; 2025Q4: 10,423 shares; 2026Q1: 10,026 shares 10,026 $1.43M 0.05% -397 Timeline SPBO 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: 21,916 shares; 2024Q4: 22,432 shares; 2025Q1: 26,919 shares; 2025Q2: 31,275 shares; 2025Q3: 28,787 shares; 2025Q4: 47,453 shares; 2026Q1: 49,169 shares 49,169 $1.43M 0.05% +1,716 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: 11,219 shares; 2024Q4: 11,752 shares; 2025Q1: 11,729 shares; 2025Q2: 12,403 shares; 2025Q3: 12,179 shares; 2025Q4: 11,297 shares; 2026Q1: 10,791 shares 10,791 $1.41M 0.05% -506 Timeline XMHQ 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: 82,983 shares; 2024Q4: 88,557 shares; 2025Q1: 87,600 shares; 2025Q2: 72,892 shares; 2025Q3: 65,430 shares; 2025Q4: 64,945 shares; 2026Q1: 13,638 shares 13,638 $1.41M 0.05% -51,307 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: 7,290 shares; 2024Q4: 11,561 shares; 2025Q1: 14,145 shares; 2025Q2: 13,971 shares; 2025Q3: 83,376 shares; 2025Q4: 83,696 shares; 2026Q1: 18,543 shares 18,543 $1.39M 0.05% -65,153 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,035 shares 36,035 $1.39M 0.05% new Timeline INTA INTAPP INC More: the full row for INTAPP 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: 25,761 shares; 2025Q3: 41,440 shares; 2025Q4: 32,774 shares; 2026Q1: 54,135 shares 54,135 $1.39M 0.05% +21,361 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,601 shares; 2025Q3: 8,438 shares; 2025Q4: 16,588 shares; 2026Q1: 21,719 shares 21,719 $1.38M 0.05% +5,131 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: 1,843 shares; 2024Q4: 2,016 shares; 2025Q1: 2,206 shares; 2025Q2: 2,535 shares; 2025Q3: 2,799 shares; 2025Q4: 3,732 shares; 2026Q1: 4,190 shares 4,190 $1.38M 0.05% +458 Timeline QUS 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: 11,399 shares; 2024Q4: 11,066 shares; 2025Q1: 8,958 shares; 2025Q2: 8,861 shares; 2025Q3: 8,829 shares; 2025Q4: 8,732 shares; 2026Q1: 7,978 shares 7,978 $1.37M 0.04% -754 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: 2,409 shares; 2024Q4: 2,546 shares; 2025Q1: 2,278 shares; 2025Q2: 2,559 shares; 2025Q3: 2,382 shares; 2025Q4: 2,190 shares; 2026Q1: 2,818 shares 2,818 $1.37M 0.04% +628 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,705 shares; 2025Q1: 3,781 shares; 2025Q2: 3,798 shares; 2025Q3: 5,638 shares; 2025Q4: 4,602 shares; 2026Q1: 8,075 shares 8,075 $1.37M 0.04% +3,473 Timeline TFLO 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: 7,109 shares; 2026Q1: 26,937 shares 26,937 $1.36M 0.04% +19,828 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,451 shares; 2025Q1: 6,441 shares; 2025Q2: 6,359 shares; 2025Q3: 6,488 shares; 2025Q4: 6,582 shares; 2026Q1: 6,925 shares 6,925 $1.36M 0.04% +343 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 964 shares; 2026Q1: 1,931 shares 1,931 $1.36M 0.04% +967 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,834 shares; 2025Q1: 4,160 shares; 2025Q2: 4,175 shares; 2025Q3: 4,160 shares; 2025Q4: 4,478 shares; 2026Q1: 4,478 shares 4,478 $1.35M 0.04% 0 Timeline IDV 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: 9,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,925 shares; 2025Q3: 31,525 shares; 2025Q4: 31,525 shares; 2026Q1: 31,742 shares 31,742 $1.35M 0.04% +217 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 4,149 shares; 2025Q1: 8,166 shares; 2025Q2: 8,948 shares; 2025Q3: 9,323 shares; 2025Q4: 7,774 shares; 2026Q1: 9,462 shares 9,462 $1.35M 0.04% +1,688 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: 11,024 shares; 2024Q4: 5,419 shares; 2025Q1: 11,329 shares; 2025Q2: 13,445 shares; 2025Q3: 14,437 shares; 2025Q4: 7,845 shares; 2026Q1: 17,046 shares 17,046 $1.34M 0.04% +9,201 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: 11,270 shares; 2024Q4: 11,547 shares; 2025Q1: 12,631 shares; 2025Q2: 12,378 shares; 2025Q3: 11,629 shares; 2025Q4: 10,375 shares; 2026Q1: 10,150 shares 10,150 $1.33M 0.04% -225 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,882 shares; 2026Q1: 28,131 shares 28,131 $1.32M 0.04% +22,249 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: 6,460 shares; 2024Q4: 6,512 shares; 2025Q1: 6,590 shares; 2025Q2: 6,573 shares; 2025Q3: 6,427 shares; 2025Q4: 6,532 shares; 2026Q1: 6,480 shares 6,480 $1.28M 0.04% -52 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 16,201 shares; 2025Q1: 16,494 shares; 2025Q2: 17,865 shares; 2025Q3: 20,018 shares; 2025Q4: 17,022 shares; 2026Q1: 18,547 shares 18,547 $1.28M 0.04% +1,525 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 25,208 shares; 2025Q1: 26,720 shares; 2025Q2: 31,187 shares; 2025Q3: 32,162 shares; 2025Q4: 24,034 shares; 2026Q1: 31,315 shares 31,315 $1.27M 0.04% +7,281 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,565 shares 25,565 $1.27M 0.04% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,456 shares; 2025Q1: 7,066 shares; 2025Q2: 6,954 shares; 2025Q3: 6,711 shares; 2025Q4: 11,471 shares; 2026Q1: 20,857 shares 20,857 $1.25M 0.04% +9,386 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,508 shares; 2025Q1: 5,101 shares; 2025Q2: 5,797 shares; 2025Q3: 5,974 shares; 2025Q4: 5,699 shares; 2026Q1: 5,328 shares 5,328 $1.24M 0.04% -371 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: 6,436 shares; 2024Q4: 6,754 shares; 2025Q1: 5,435 shares; 2025Q2: 5,109 shares; 2025Q3: 5,120 shares; 2025Q4: 4,877 shares; 2026Q1: 5,976 shares 5,976 $1.24M 0.04% +1,099 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,809 shares; 2025Q1: 1,609 shares; 2025Q2: 1,866 shares; 2025Q3: 2,296 shares; 2025Q4: 2,524 shares; 2026Q1: 2,187 shares 2,187 $1.23M 0.04% -337 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: 13,132 shares; 2024Q4: 15,751 shares; 2025Q1: 18,945 shares; 2025Q2: 19,918 shares; 2025Q3: 28,289 shares; 2025Q4: 28,110 shares; 2026Q1: 23,320 shares 23,320 $1.23M 0.04% -4,790 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 8,209 shares; 2025Q1: 4,386 shares; 2025Q2: 4,817 shares; 2025Q3: 3,610 shares; 2025Q4: 2,766 shares; 2026Q1: 2,358 shares 2,358 $1.23M 0.04% -408 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: 3,143 shares; 2024Q4: 2,977 shares; 2025Q1: 3,230 shares; 2025Q2: 4,269 shares; 2025Q3: 8,675 shares; 2025Q4: 10,279 shares; 2026Q1: 11,113 shares 11,113 $1.23M 0.04% +834 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: 2,682 shares; 2024Q4: 2,855 shares; 2025Q1: 3,809 shares; 2025Q2: 7,456 shares; 2025Q3: 7,383 shares; 2025Q4: 9,160 shares; 2026Q1: 7,428 shares 7,428 $1.22M 0.04% -1,732 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 14,188 shares; 2025Q1: 14,219 shares; 2025Q2: 14,214 shares; 2025Q3: 14,214 shares; 2025Q4: 14,214 shares; 2026Q1: 14,038 shares 14,038 $1.21M 0.04% -176 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,446 shares; 2025Q2: 10,058 shares; 2025Q3: 14,925 shares; 2025Q4: 7,295 shares; 2026Q1: 13,469 shares 13,469 $1.21M 0.04% +6,174 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares; 2026Q1: 20,132 shares 20,132 $1.2M 0.04% +14,434 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,535 shares; 2025Q1: 4,583 shares; 2025Q2: 4,625 shares; 2025Q3: 4,622 shares; 2025Q4: 4,482 shares; 2026Q1: 4,505 shares 4,505 $1.2M 0.04% +23 Timeline ITA 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: 2,394 shares; 2024Q4: 2,716 shares; 2025Q1: 2,490 shares; 2025Q2: 2,776 shares; 2025Q3: 4,603 shares; 2025Q4: 5,379 shares; 2026Q1: 5,473 shares 5,473 $1.2M 0.04% +94 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: 5,516 shares; 2024Q4: 3,770 shares; 2025Q1: 5,460 shares; 2025Q2: 3,863 shares; 2025Q3: 4,284 shares; 2025Q4: 4,167 shares; 2026Q1: 4,254 shares 4,254 $1.19M 0.04% +87 Timeline VSEC VSE CORP More: the full row for VSE 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: 4,350 shares; 2026Q1: 6,427 shares 6,427 $1.19M 0.04% +2,077 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,970 shares; 2024Q4: 17,209 shares; 2025Q1: 17,771 shares; 2025Q2: 19,937 shares; 2025Q3: 21,387 shares; 2025Q4: 20,800 shares; 2026Q1: 17,636 shares 17,636 $1.18M 0.04% -3,164 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,966 shares; 2024Q4: 20,619 shares; 2025Q1: 24,080 shares; 2025Q2: 24,705 shares; 2025Q3: 28,868 shares; 2025Q4: 32,784 shares; 2026Q1: 27,892 shares 27,892 $1.18M 0.04% -4,892 Timeline STIP 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: 3,092 shares; 2024Q4: 2,969 shares; 2025Q1: 3,168 shares; 2025Q2: 4,292 shares; 2025Q3: 8,939 shares; 2025Q4: 10,608 shares; 2026Q1: 11,408 shares 11,408 $1.18M 0.04% +800 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 27,554 shares; 2025Q1: 23,431 shares; 2025Q2: 23,568 shares; 2025Q3: 25,036 shares; 2025Q4: 23,048 shares; 2026Q1: 21,111 shares 21,111 $1.15M 0.04% -1,937 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: 840 shares; 2024Q4: 1,109 shares; 2025Q1: 569 shares; 2025Q2: 492 shares; 2025Q3: 470 shares; 2025Q4: 395 shares; 2026Q1: 1,857 shares 1,857 $1.15M 0.04% +1,462 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: 6,895 shares; 2024Q4: 7,265 shares; 2025Q1: 10,888 shares; 2025Q2: 11,230 shares; 2025Q3: 11,942 shares; 2025Q4: 13,110 shares; 2026Q1: 12,874 shares 12,874 $1.14M 0.04% -236 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,703 shares; 2026Q1: 92,718 shares 92,718 $1.14M 0.04% +34,015 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: 6,969 shares; 2024Q4: 8,238 shares; 2025Q1: 9,005 shares; 2025Q2: 10,043 shares; 2025Q3: 10,782 shares; 2025Q4: 12,108 shares; 2026Q1: 13,562 shares 13,562 $1.14M 0.04% +1,454 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 10,339 shares; 2025Q1: 10,318 shares; 2025Q2: 10,365 shares; 2025Q3: 10,330 shares; 2025Q4: 11,043 shares; 2026Q1: 11,094 shares 11,094 $1.13M 0.04% +51 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: 11,697 shares; 2024Q4: 10,897 shares; 2025Q1: 11,806 shares; 2025Q2: 10,369 shares; 2025Q3: 10,598 shares; 2025Q4: 14,275 shares; 2026Q1: 14,274 shares 14,274 $1.13M 0.04% -1 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,345 shares; 2024Q4: 19,806 shares; 2025Q1: 20,326 shares; 2025Q2: 20,536 shares; 2025Q3: 22,232 shares; 2025Q4: 22,898 shares; 2026Q1: 21,386 shares 21,386 $1.13M 0.04% -1,512 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,244 shares; 2024Q4: 25,969 shares; 2025Q1: 26,838 shares; 2025Q2: 29,068 shares; 2025Q3: 30,132 shares; 2025Q4: 26,414 shares; 2026Q1: 31,672 shares 31,672 $1.12M 0.04% +5,258 Timeline RWL 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: 7,689 shares; 2024Q4: 10,543 shares; 2025Q1: 10,440 shares; 2025Q2: 10,371 shares; 2025Q3: 10,105 shares; 2025Q4: 9,970 shares; 2026Q1: 9,770 shares 9,770 $1.12M 0.04% -200 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 8,324 shares; 2025Q1: 8,946 shares; 2025Q2: 7,904 shares; 2025Q3: 8,130 shares; 2025Q4: 8,002 shares; 2026Q1: 7,489 shares 7,489 $1.09M 0.04% -513 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 11,363 shares; 2025Q1: 10,896 shares; 2025Q2: 10,605 shares; 2025Q3: 10,257 shares; 2025Q4: 10,649 shares; 2026Q1: 11,142 shares 11,142 $1.09M 0.04% +493 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,759 shares; 2025Q1: 4,681 shares; 2025Q2: 5,376 shares; 2025Q3: 8,128 shares; 2025Q4: 8,383 shares; 2026Q1: 9,827 shares 9,827 $1.09M 0.04% +1,444 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: 3,598 shares; 2024Q4: 3,809 shares; 2025Q1: 3,771 shares; 2025Q2: 3,791 shares; 2025Q3: 4,019 shares; 2025Q4: 4,901 shares; 2026Q1: 5,328 shares 5,328 $1.08M 0.04% +427 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: 2,584 shares; 2024Q4: 2,517 shares; 2025Q1: 2,572 shares; 2025Q2: 2,764 shares; 2025Q3: 2,648 shares; 2025Q4: 2,444 shares; 2026Q1: 3,732 shares 3,732 $1.07M 0.04% +1,288 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: 1,240 shares; 2024Q4: 1,246 shares; 2025Q1: 1,208 shares; 2025Q2: 1,278 shares; 2025Q3: 1,402 shares; 2025Q4: 1,372 shares; 2026Q1: 2,154 shares 2,154 $1.07M 0.04% +782 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,268 shares; 2025Q1: 8,262 shares; 2025Q2: 9,157 shares; 2025Q3: 9,589 shares; 2025Q4: 9,575 shares; 2026Q1: 7,339 shares 7,339 $1.06M 0.03% -2,236 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,797 shares; 2024Q4: 24,495 shares; 2025Q1: 65,171 shares; 2025Q2: 87,114 shares; 2025Q3: 93,337 shares; 2025Q4: 30,834 shares; 2026Q1: 153,876 shares 153,876 $1.06M 0.03% +123,042 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: 64,751 shares; 2024Q4: 65,929 shares; 2025Q1: 69,128 shares; 2025Q2: 68,051 shares; 2025Q3: 70,146 shares; 2025Q4: 72,719 shares; 2026Q1: 11,741 shares 11,741 $1.05M 0.03% -60,978 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: 873 shares; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 3,645 shares; 2026Q1: 3,862 shares 3,862 $1.05M 0.03% +217 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares; 2026Q1: 9,450 shares 9,450 $1.05M 0.03% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,536 shares; 2024Q4: 27,256 shares; 2025Q1: 17,970 shares; 2025Q2: 15,933 shares; 2025Q3: 26,933 shares; 2025Q4: 8,803 shares; 2026Q1: 8,703 shares 8,703 $1.04M 0.03% -100 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,470 shares; 2026Q1: 35,162 shares 35,162 $1.04M 0.03% +26,692 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: 5,352 shares; 2024Q4: 4,871 shares; 2025Q1: 5,225 shares; 2025Q2: 5,035 shares; 2025Q3: 4,751 shares; 2025Q4: 4,835 shares; 2026Q1: 4,952 shares 4,952 $1.04M 0.03% +117 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 10,989 shares; 2025Q1: 12,780 shares; 2025Q2: 14,186 shares; 2025Q3: 14,424 shares; 2025Q4: 19,025 shares; 2026Q1: 40,684 shares 40,684 $1.04M 0.03% +21,659 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,737 shares; 2026Q1: 9,216 shares 9,216 $1.04M 0.03% +479 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 2,061 shares; 2025Q1: 2,080 shares; 2025Q2: 2,241 shares; 2025Q3: 2,388 shares; 2025Q4: 1,947 shares; 2026Q1: 3,050 shares 3,050 $1.03M 0.03% +1,103 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 28,748 shares; 2026Q1: 42,194 shares 42,194 $1.03M 0.03% +13,446 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: 1,538 shares; 2024Q4: 1,700 shares; 2025Q1: 1,804 shares; 2025Q2: 1,756 shares; 2025Q3: 1,629 shares; 2025Q4: 1,463 shares; 2026Q1: 1,503 shares 1,503 $1.03M 0.03% +40 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: not reported; 2024Q4: 1,296 shares; 2025Q1: 1,413 shares; 2025Q2: 1,998 shares; 2025Q3: 3,272 shares; 2025Q4: 4,504 shares; 2026Q1: 5,582 shares 5,582 $1.02M 0.03% +1,078 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 13,529 shares; 2025Q1: 13,657 shares; 2025Q2: 14,827 shares; 2025Q3: 15,968 shares; 2025Q4: 14,897 shares; 2026Q1: 13,859 shares 13,859 $1M 0.03% -1,038 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: 2,864 shares; 2024Q4: 2,882 shares; 2025Q1: 2,574 shares; 2025Q2: 2,461 shares; 2025Q3: 2,326 shares; 2025Q4: 2,459 shares; 2026Q1: 2,383 shares 2,383 $993K 0.03% -76 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 25,002 shares; 2025Q3: 12,334 shares; 2025Q4: 11,142 shares; 2026Q1: 12,705 shares 12,705 $984K 0.03% +1,563 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,548 shares; 2025Q1: 5,555 shares; 2025Q2: 6,803 shares; 2025Q3: 7,494 shares; 2025Q4: 3,002 shares; 2026Q1: 14,321 shares 14,321 $977K 0.03% +11,319 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,554 shares; 2025Q2: 4,695 shares; 2025Q3: 4,778 shares; 2025Q4: 3,740 shares; 2026Q1: 4,779 shares 4,779 $970K 0.03% +1,039 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 11,939 shares 11,939 $962K 0.03% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 28,571 shares; 2025Q3: 16,465 shares; 2025Q4: 25,909 shares; 2026Q1: 28,867 shares 28,867 $958K 0.03% +2,958 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,416 shares; 2025Q4: 18,719 shares; 2026Q1: 5,830 shares 5,830 $954K 0.03% -12,889 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: 1,579 shares; 2024Q4: 1,668 shares; 2025Q1: 1,641 shares; 2025Q2: 1,727 shares; 2025Q3: 1,667 shares; 2025Q4: 1,714 shares; 2026Q1: 2,193 shares 2,193 $949K 0.03% +479 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,815 shares; 2025Q1: 11,815 shares; 2025Q2: 11,815 shares; 2025Q3: 11,817 shares; 2025Q4: 11,568 shares; 2026Q1: 19,501 shares 19,501 $944K 0.03% +7,933 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: 2,906 shares; 2024Q4: 3,115 shares; 2025Q1: 3,068 shares; 2025Q2: 2,996 shares; 2025Q3: 3,044 shares; 2025Q4: 3,098 shares; 2026Q1: 3,214 shares 3,214 $938K 0.03% +116 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,070 shares 11,070 $936K 0.03% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 13,530 shares; 2025Q1: 16,673 shares; 2025Q2: 17,273 shares; 2025Q3: 21,539 shares; 2025Q4: 24,792 shares; 2026Q1: 22,982 shares 22,982 $932K 0.03% -1,810 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: 4,929 shares; 2024Q4: 3,853 shares; 2025Q1: 4,251 shares; 2025Q2: 4,285 shares; 2025Q3: 4,559 shares; 2025Q4: 8,078 shares; 2026Q1: 8,539 shares 8,539 $931K 0.03% +461 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 6,172 shares; 2025Q4: 6,020 shares; 2026Q1: 6,055 shares 6,055 $923K 0.03% +35 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: 43,942 shares; 2024Q4: 43,126 shares; 2025Q1: 46,123 shares; 2025Q2: 53,670 shares; 2025Q3: 54,534 shares; 2025Q4: 57,857 shares; 2026Q1: 57,942 shares 57,942 $907K 0.03% +85 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 17,387 shares; 2025Q1: 17,387 shares; 2025Q2: 17,388 shares; 2025Q3: 17,726 shares; 2025Q4: 18,046 shares; 2026Q1: 18,042 shares 18,042 $901K 0.03% -4 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: 2,473 shares; 2024Q4: 2,624 shares; 2025Q1: 2,934 shares; 2025Q2: 4,738 shares; 2025Q3: 4,693 shares; 2025Q4: 4,888 shares; 2026Q1: 4,533 shares 4,533 $899K 0.03% -355 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: 8,494 shares; 2024Q4: 7,607 shares; 2025Q1: 5,811 shares; 2025Q2: 6,367 shares; 2025Q3: 5,805 shares; 2025Q4: 3,609 shares; 2026Q1: 3,972 shares 3,972 $898K 0.03% +363 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,903 shares; 2024Q4: 24,006 shares; 2025Q1: 33,061 shares; 2025Q2: 38,411 shares; 2025Q3: 41,368 shares; 2025Q4: 27,255 shares; 2026Q1: 43,080 shares 43,080 $894K 0.03% +15,825 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,348 shares; 2025Q4: 7,348 shares; 2026Q1: 7,348 shares 7,348 $889K 0.03% 0 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,856 shares 19,856 $888K 0.03% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,295 shares; 2024Q4: 11,248 shares; 2025Q1: 10,965 shares; 2025Q2: 11,425 shares; 2025Q3: 10,206 shares; 2025Q4: 10,322 shares; 2026Q1: 10,024 shares 10,024 $881K 0.03% -298 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 2,155 shares; 2026Q1: 2,253 shares 2,253 $875K 0.03% +98 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: 1,023 shares; 2024Q4: 1,086 shares; 2025Q1: 1,154 shares; 2025Q2: 898 shares; 2025Q3: 904 shares; 2025Q4: 1,056 shares; 2026Q1: 976 shares 976 $874K 0.03% -80 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: 27,259 shares; 2024Q4: 20,343 shares; 2025Q1: 17,812 shares; 2025Q2: 15,345 shares; 2025Q3: 16,034 shares; 2025Q4: 17,130 shares; 2026Q1: 19,581 shares 19,581 $864K 0.03% +2,451 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: 132,524 shares; 2024Q4: 97,294 shares; 2025Q1: 146,601 shares; 2025Q2: 9,170 shares; 2025Q3: 8,528 shares; 2025Q4: 9,630 shares; 2026Q1: 12,003 shares 12,003 $862K 0.03% +2,373 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 48,199 shares 48,199 $849K 0.03% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,271 shares; 2026Q1: 24,940 shares 24,940 $842K 0.03% +10,669 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,968 shares; 2025Q3: 5,966 shares; 2025Q4: 5,926 shares; 2026Q1: 5,875 shares 5,875 $840K 0.03% -51 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,308 shares; 2026Q1: 3,296 shares 3,296 $839K 0.03% -12 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,373 shares; 2024Q4: 33,172 shares; 2025Q1: 37,728 shares; 2025Q2: 32,117 shares; 2025Q3: 38,079 shares; 2025Q4: 43,463 shares; 2026Q1: 47,240 shares 47,240 $839K 0.03% +3,777 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: 3,724 shares; 2024Q4: 3,715 shares; 2025Q1: 4,450 shares; 2025Q2: 4,906 shares; 2025Q3: 4,899 shares; 2025Q4: 4,850 shares; 2026Q1: 4,956 shares 4,956 $838K 0.03% +106 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,574 shares; 2024Q4: 19,444 shares; 2025Q1: 27,412 shares; 2025Q2: 30,765 shares; 2025Q3: 31,426 shares; 2025Q4: 26,583 shares; 2026Q1: 25,226 shares 25,226 $834K 0.03% -1,357 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: 7,668 shares; 2024Q4: 8,429 shares; 2025Q1: 9,160 shares; 2025Q2: 9,249 shares; 2025Q3: 10,030 shares; 2025Q4: 11,200 shares; 2026Q1: 13,289 shares 13,289 $834K 0.03% +2,089 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: 979 shares; 2024Q4: 1,118 shares; 2025Q1: 1,042 shares; 2025Q2: 1,209 shares; 2025Q3: 1,305 shares; 2025Q4: 1,383 shares; 2026Q1: 1,692 shares 1,692 $832K 0.03% +309 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: 3,140 shares; 2024Q4: 3,110 shares; 2025Q1: 3,411 shares; 2025Q2: 3,757 shares; 2025Q3: 3,442 shares; 2025Q4: 3,338 shares; 2026Q1: 3,590 shares 3,590 $827K 0.03% +252 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: 4,995 shares; 2024Q4: 4,585 shares; 2025Q1: 4,562 shares; 2025Q2: 4,083 shares; 2025Q3: 4,187 shares; 2025Q4: 3,845 shares; 2026Q1: 3,914 shares 3,914 $827K 0.03% +69 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,145 shares; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,125 shares; 2025Q4: 1,119 shares; 2026Q1: 1,131 shares 1,131 $826K 0.03% +12 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,315 shares 7,315 $823K 0.03% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,780 shares; 2025Q3: 24,080 shares; 2025Q4: 27,838 shares; 2026Q1: 19,390 shares 19,390 $808K 0.03% -8,448 Timeline SPHD 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: 8,601 shares; 2024Q4: 9,135 shares; 2025Q1: 11,981 shares; 2025Q2: 12,906 shares; 2025Q3: 15,480 shares; 2025Q4: 17,394 shares; 2026Q1: 16,160 shares 16,160 $802K 0.03% -1,234 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: 8,782 shares; 2024Q4: 6,954 shares; 2025Q1: 7,585 shares; 2025Q2: 7,473 shares; 2025Q3: 8,084 shares; 2025Q4: 9,180 shares; 2026Q1: 9,704 shares 9,704 $796K 0.03% +524 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,795 shares; 2024Q4: 21,638 shares; 2025Q1: 21,931 shares; 2025Q2: 26,163 shares; 2025Q3: 26,247 shares; 2025Q4: 27,845 shares; 2026Q1: 27,326 shares 27,326 $795K 0.03% -519 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: 2,235 shares; 2024Q4: 2,792 shares; 2025Q1: 2,728 shares; 2025Q2: 1,942 shares; 2025Q3: 2,078 shares; 2025Q4: 1,921 shares; 2026Q1: 2,028 shares 2,028 $792K 0.03% +107 Timeline SPYG 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: 3,656 shares; 2024Q4: 3,650 shares; 2025Q1: 3,625 shares; 2025Q2: 4,190 shares; 2025Q3: 5,485 shares; 2025Q4: 7,024 shares; 2026Q1: 8,043 shares 8,043 $788K 0.03% +1,019 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 26,361 shares; 2026Q1: 23,318 shares 23,318 $785K 0.03% -3,043 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: 12,435 shares; 2026Q1: 13,653 shares 13,653 $778K 0.03% +1,218 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,990 shares 25,990 $772K 0.03% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 11,125 shares; 2025Q1: 12,194 shares; 2025Q2: 13,293 shares; 2025Q3: 13,773 shares; 2025Q4: 13,268 shares; 2026Q1: 13,155 shares 13,155 $772K 0.03% -113 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: 8,772 shares; 2024Q4: 7,448 shares; 2025Q1: 8,266 shares; 2025Q2: 10,120 shares; 2025Q3: 10,421 shares; 2025Q4: 12,267 shares; 2026Q1: 8,507 shares 8,507 $769K 0.03% -3,760 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,884 shares; 2025Q1: 16,804 shares; 2025Q2: 16,585 shares; 2025Q3: 16,816 shares; 2025Q4: 16,383 shares; 2026Q1: 16,741 shares 16,741 $768K 0.03% +358 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 54,751 shares; 2025Q4: 47,650 shares; 2026Q1: 36,147 shares 36,147 $767K 0.03% -11,503 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: 3,388 shares; 2024Q4: 3,497 shares; 2025Q1: 3,499 shares; 2025Q2: 3,482 shares; 2025Q3: 3,783 shares; 2025Q4: 4,070 shares; 2026Q1: 4,423 shares 4,423 $767K 0.03% +353 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: 64,540 shares; 2024Q4: 51,815 shares; 2025Q1: 9,132 shares; 2025Q2: 5,880 shares; 2025Q3: 5,936 shares; 2025Q4: 7,780 shares; 2026Q1: 8,021 shares 8,021 $766K 0.03% +241 Timeline BRC BRADY CORP More: the full row for BRADY 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: 10,930 shares; 2026Q1: 9,330 shares 9,330 $758K 0.02% -1,600 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,131 shares; 2025Q1: 3,928 shares; 2025Q2: 3,907 shares; 2025Q3: 5,566 shares; 2025Q4: 6,350 shares; 2026Q1: 6,791 shares 6,791 $757K 0.02% +441 Timeline VLU 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: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,583 shares; 2025Q3: 3,113 shares; 2025Q4: 3,066 shares; 2026Q1: 3,511 shares 3,511 $755K 0.02% +445 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,159 shares; 2024Q4: 25,736 shares; 2025Q1: 22,397 shares; 2025Q2: 22,397 shares; 2025Q3: 22,397 shares; 2025Q4: 22,397 shares; 2026Q1: 22,417 shares 22,417 $755K 0.02% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 689 shares 689 $752K 0.02% -28 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 3,222 shares; 2025Q1: 6,404 shares; 2025Q2: 8,105 shares; 2025Q3: 7,338 shares; 2025Q4: 4,252 shares; 2026Q1: 9,021 shares 9,021 $743K 0.02% +4,769 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: 77,551 shares; 2024Q4: 76,403 shares; 2025Q1: 64,506 shares; 2025Q2: 51,315 shares; 2025Q3: 52,991 shares; 2025Q4: 56,718 shares; 2026Q1: 64,188 shares 64,188 $741K 0.02% +7,470 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,294 shares; 2026Q1: 8,294 shares 8,294 $734K 0.02% 0 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 9,802 shares; 2026Q1: 6,417 shares 6,417 $732K 0.02% -3,385 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 17,899 shares; 2025Q1: 11,992 shares; 2025Q2: 10,655 shares; 2025Q3: 11,316 shares; 2025Q4: 14,025 shares; 2026Q1: 14,342 shares 14,342 $729K 0.02% +317 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,278 shares; 2024Q4: 12,074 shares; 2025Q1: 11,283 shares; 2025Q2: 11,127 shares; 2025Q3: 10,020 shares; 2025Q4: 9,967 shares; 2026Q1: 9,903 shares 9,903 $724K 0.02% -64 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,298 shares; 2025Q1: 2,688 shares; 2025Q2: 2,746 shares; 2025Q3: 3,131 shares; 2025Q4: 1,740 shares; 2026Q1: 3,579 shares 3,579 $724K 0.02% +1,839 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,922 shares; 2025Q3: 20,277 shares; 2025Q4: 19,548 shares; 2026Q1: 18,848 shares 18,848 $724K 0.02% -700 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 6,904 shares; 2025Q1: 6,932 shares; 2025Q2: 6,960 shares; 2025Q3: 6,969 shares; 2025Q4: 6,814 shares; 2026Q1: 6,843 shares 6,843 $724K 0.02% +29 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,344 shares; 2025Q2: 8,044 shares; 2025Q3: 6,129 shares; 2025Q4: 4,488 shares; 2026Q1: 2,567 shares 2,567 $723K 0.02% -1,921 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,909 shares; 2025Q1: 1,807 shares; 2025Q2: 1,827 shares; 2025Q3: 1,901 shares; 2025Q4: 2,257 shares; 2026Q1: 2,476 shares 2,476 $719K 0.02% +219 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline JMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,273 shares; 2026Q1: 15,772 shares 15,772 $713K 0.02% +1,499 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: 12,875 shares; 2024Q4: 12,853 shares; 2025Q1: 14,320 shares; 2025Q2: 15,221 shares; 2025Q3: 15,501 shares; 2025Q4: 15,501 shares; 2026Q1: 15,130 shares 15,130 $710K 0.02% -371 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,761 shares; 2025Q1: 39,725 shares; 2025Q2: 50,302 shares; 2025Q3: 19,885 shares; 2025Q4: 18,712 shares; 2026Q1: 19,399 shares 19,399 $710K 0.02% +687 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 39,230 shares; 2025Q1: 33,855 shares; 2025Q2: 33,050 shares; 2025Q3: 27,276 shares; 2025Q4: 39,356 shares; 2026Q1: 44,297 shares 44,297 $703K 0.02% +4,941 Timeline