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: 14,042,709 shares; 2024Q4: 14,214,365 shares; 2025Q1: 14,053,090 shares; 2025Q2: 14,151,324 shares; 2025Q3: 13,765,060 shares; 2025Q4: 13,688,589 shares; 2026Q1: 13,770,874 shares 13,770,874 $1.25B 4.08% +82,285 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546,502 shares; 2024Q4: 5,536,580 shares; 2025Q1: 5,147,202 shares; 2025Q2: 4,901,724 shares; 2025Q3: 4,646,711 shares; 2025Q4: 4,780,670 shares; 2026Q1: 4,698,809 shares 4,698,809 $1.19B 3.91% -81,861 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: 2,828,962 shares; 2024Q4: 2,755,299 shares; 2025Q1: 2,532,849 shares; 2025Q2: 2,560,776 shares; 2025Q3: 2,529,809 shares; 2025Q4: 2,525,752 shares; 2026Q1: 2,793,668 shares 2,793,668 $1.19B 3.9% +267,916 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108,511 shares; 2024Q4: 3,083,704 shares; 2025Q1: 2,811,818 shares; 2025Q2: 2,923,970 shares; 2025Q3: 2,833,777 shares; 2025Q4: 2,831,032 shares; 2026Q1: 2,861,198 shares 2,861,198 $1.02B 3.34% +30,166 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: 1,415,334 shares; 2024Q4: 1,353,402 shares; 2025Q1: 1,364,549 shares; 2025Q2: 1,326,911 shares; 2025Q3: 1,298,278 shares; 2025Q4: 1,309,001 shares; 2026Q1: 1,337,071 shares 1,337,071 $873M 2.86% +28,070 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: 3,547,779 shares; 2024Q4: 3,720,837 shares; 2025Q1: 3,804,155 shares; 2025Q2: 3,931,029 shares; 2025Q3: 3,752,351 shares; 2025Q4: 3,785,045 shares; 2026Q1: 3,795,390 shares 3,795,390 $811M 2.66% +10,345 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391,500 shares; 2024Q4: 2,363,269 shares; 2025Q1: 2,193,682 shares; 2025Q2: 2,106,815 shares; 2025Q3: 1,966,750 shares; 2025Q4: 2,027,311 shares; 2026Q1: 2,012,240 shares 2,012,240 $745M 2.44% -15,071 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: 10,981,849 shares; 2024Q4: 10,985,090 shares; 2025Q1: 9,869,201 shares; 2025Q2: 9,836,743 shares; 2025Q3: 9,193,276 shares; 2025Q4: 9,739,323 shares; 2026Q1: 9,734,803 shares 9,734,803 $679M 2.22% -4,520 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: 3,858,775 shares; 2024Q4: 3,867,334 shares; 2025Q1: 3,692,031 shares; 2025Q2: 3,664,654 shares; 2025Q3: 3,331,994 shares; 2025Q4: 3,618,805 shares; 2026Q1: 3,648,647 shares 3,648,647 $636M 2.08% +29,842 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: 4,050,192 shares; 2024Q4: 3,805,400 shares; 2025Q1: 3,351,948 shares; 2025Q2: 3,315,645 shares; 2025Q3: 3,180,978 shares; 2025Q4: 3,114,818 shares; 2026Q1: 3,108,407 shares 3,108,407 $596M 1.95% -6,411 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: 2,318,408 shares; 2024Q4: 2,305,667 shares; 2025Q1: 2,186,880 shares; 2025Q2: 2,098,491 shares; 2025Q3: 2,010,354 shares; 2025Q4: 2,025,228 shares; 2026Q1: 2,005,218 shares 2,005,218 $575M 1.88% -20,010 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: 3,036,807 shares; 2024Q4: 2,775,011 shares; 2025Q1: 2,357,060 shares; 2025Q2: 2,353,290 shares; 2025Q3: 2,255,781 shares; 2025Q4: 2,229,744 shares; 2026Q1: 2,200,172 shares 2,200,172 $546M 1.79% -29,572 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: 2,073,655 shares; 2024Q4: 2,050,096 shares; 2025Q1: 1,929,825 shares; 2025Q2: 1,851,758 shares; 2025Q3: 1,780,620 shares; 2025Q4: 1,798,010 shares; 2026Q1: 1,774,041 shares 1,774,041 $522M 1.71% -23,969 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826,618 shares; 2024Q4: 1,808,093 shares; 2025Q1: 1,730,091 shares; 2025Q2: 1,706,662 shares; 2025Q3: 1,543,315 shares; 2025Q4: 1,571,477 shares; 2026Q1: 1,537,171 shares 1,537,171 $476M 1.56% -34,306 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: 4,667,296 shares; 2024Q4: 4,630,622 shares; 2025Q1: 4,509,559 shares; 2025Q2: 4,250,432 shares; 2025Q3: 4,116,504 shares; 2025Q4: 4,050,582 shares; 2026Q1: 3,952,813 shares 3,952,813 $447M 1.46% -97,769 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: 2,420,354 shares; 2024Q4: 2,498,517 shares; 2025Q1: 2,295,071 shares; 2025Q2: 2,165,153 shares; 2025Q3: 1,997,860 shares; 2025Q4: 2,116,071 shares; 2026Q1: 2,125,339 shares 2,125,339 $443M 1.45% +9,268 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837,835 shares; 2024Q4: 1,709,339 shares; 2025Q1: 1,654,334 shares; 2025Q2: 1,651,181 shares; 2025Q3: 1,588,183 shares; 2025Q4: 1,579,067 shares; 2026Q1: 1,562,263 shares 1,562,263 $382M 1.25% -16,804 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: 5,965,058 shares; 2024Q4: 6,030,601 shares; 2025Q1: 6,022,792 shares; 2025Q2: 5,785,694 shares; 2025Q3: 5,629,496 shares; 2025Q4: 5,662,009 shares; 2026Q1: 5,669,825 shares 5,669,825 $363M 1.19% +7,816 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: 459,407 shares; 2024Q4: 462,417 shares; 2025Q1: 451,144 shares; 2025Q2: 479,022 shares; 2025Q3: 480,452 shares; 2025Q4: 478,502 shares; 2026Q1: 518,672 shares 518,672 $310M 1.02% +40,170 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: 553,799 shares; 2024Q4: 534,193 shares; 2025Q1: 529,998 shares; 2025Q2: 558,566 shares; 2025Q3: 547,809 shares; 2025Q4: 523,032 shares; 2026Q1: 473,070 shares 473,070 $308M 1.01% -49,962 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: 2,012,472 shares; 2024Q4: 1,984,682 shares; 2025Q1: 1,863,199 shares; 2025Q2: 1,781,387 shares; 2025Q3: 1,808,590 shares; 2025Q4: 1,843,656 shares; 2026Q1: 1,771,963 shares 1,771,963 $301M 0.98% -71,693 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115,331 shares; 2024Q4: 1,122,899 shares; 2025Q1: 1,080,483 shares; 2025Q2: 1,070,547 shares; 2025Q3: 951,609 shares; 2025Q4: 1,020,091 shares; 2026Q1: 1,030,996 shares 1,030,996 $296M 0.97% +10,905 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: 3,040,247 shares; 2024Q4: 3,216,078 shares; 2025Q1: 3,395,931 shares; 2025Q2: 3,467,056 shares; 2025Q3: 3,808,996 shares; 2025Q4: 3,837,282 shares; 2026Q1: 4,019,694 shares 4,019,694 $296M 0.97% +182,412 Timeline TSPA 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: not reported; 2024Q4: 310,271 shares; 2025Q1: 4,916,092 shares; 2025Q2: 5,689,431 shares; 2025Q3: 5,824,182 shares; 2025Q4: 5,903,654 shares; 2026Q1: 5,923,930 shares 5,923,930 $242M 0.79% +20,276 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697,340 shares; 2024Q4: 1,489,161 shares; 2025Q1: 1,487,373 shares; 2025Q2: 1,486,878 shares; 2025Q3: 1,486,712 shares; 2025Q4: 1,490,449 shares; 2026Q1: 1,147,339 shares 1,147,339 $237M 0.78% -343,110 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: 519,872 shares; 2024Q4: 528,288 shares; 2025Q1: 470,288 shares; 2025Q2: 409,859 shares; 2025Q3: 383,798 shares; 2025Q4: 411,293 shares; 2026Q1: 410,334 shares 410,334 $235M 0.77% -959 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: 266,822 shares; 2024Q4: 260,824 shares; 2025Q1: 246,654 shares; 2025Q2: 253,965 shares; 2025Q3: 244,152 shares; 2025Q4: 250,692 shares; 2026Q1: 245,260 shares 245,260 $226M 0.74% -5,432 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,568,517 shares; 2025Q4: 4,235,792 shares; 2026Q1: 4,304,166 shares 4,304,166 $220M 0.72% +68,374 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: 996,317 shares; 2024Q4: 977,395 shares; 2025Q1: 942,310 shares; 2025Q2: 922,338 shares; 2025Q3: 955,609 shares; 2025Q4: 974,987 shares; 2026Q1: 961,937 shares 961,937 $209M 0.69% -13,050 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: 1,066,678 shares; 2024Q4: 1,054,788 shares; 2025Q1: 1,013,925 shares; 2025Q2: 984,545 shares; 2025Q3: 947,607 shares; 2025Q4: 965,402 shares; 2026Q1: 984,520 shares 984,520 $204M 0.67% +19,118 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,911,421 shares; 2024Q4: 3,154,820 shares; 2025Q1: 3,240,447 shares; 2025Q2: 3,162,507 shares; 2025Q3: 3,304,516 shares; 2025Q4: 3,389,876 shares; 2026Q1: 3,446,621 shares 3,446,621 $202M 0.66% +56,745 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: 442,429 shares; 2024Q4: 430,401 shares; 2025Q1: 409,849 shares; 2025Q2: 405,689 shares; 2025Q3: 387,787 shares; 2025Q4: 398,166 shares; 2026Q1: 397,398 shares 397,398 $199M 0.65% -768 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: 2,853,418 shares; 2024Q4: 2,818,869 shares; 2025Q1: 2,686,260 shares; 2025Q2: 2,660,825 shares; 2025Q3: 2,507,166 shares; 2025Q4: 2,577,304 shares; 2026Q1: 2,549,434 shares 2,549,434 $198M 0.65% -27,870 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: 226,633 shares; 2024Q4: 222,944 shares; 2025Q1: 207,048 shares; 2025Q2: 203,946 shares; 2025Q3: 194,745 shares; 2025Q4: 198,776 shares; 2026Q1: 197,678 shares 197,678 $197M 0.65% -1,098 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154,299 shares; 2024Q4: 1,045,357 shares; 2025Q1: 1,049,237 shares; 2025Q2: 1,012,549 shares; 2025Q3: 994,564 shares; 2025Q4: 1,018,005 shares; 2026Q1: 1,032,930 shares 1,032,930 $196M 0.64% +14,925 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: 639,952 shares; 2024Q4: 632,820 shares; 2025Q1: 610,930 shares; 2025Q2: 598,258 shares; 2025Q3: 580,956 shares; 2025Q4: 581,533 shares; 2026Q1: 570,874 shares 570,874 $188M 0.61% -10,659 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525,940 shares; 2024Q4: 1,512,795 shares; 2025Q1: 1,420,537 shares; 2025Q2: 1,339,519 shares; 2025Q3: 1,268,758 shares; 2025Q4: 1,245,846 shares; 2026Q1: 1,234,639 shares 1,234,639 $178M 0.58% -11,207 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: 2,204,554 shares; 2024Q4: 2,147,813 shares; 2025Q1: 1,997,919 shares; 2025Q2: 1,610,987 shares; 2025Q3: 1,498,837 shares; 2025Q4: 1,476,206 shares; 2026Q1: 1,459,782 shares 1,459,782 $176M 0.58% -16,424 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: 976,920 shares; 2024Q4: 957,583 shares; 2025Q1: 930,804 shares; 2025Q2: 864,195 shares; 2025Q3: 848,999 shares; 2025Q4: 819,173 shares; 2026Q1: 798,208 shares 798,208 $169M 0.55% -20,965 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: 1,216,128 shares; 2024Q4: 1,190,862 shares; 2025Q1: 1,125,368 shares; 2025Q2: 1,087,183 shares; 2025Q3: 1,056,567 shares; 2025Q4: 1,063,851 shares; 2026Q1: 1,047,319 shares 1,047,319 $163M 0.53% -16,532 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486,840 shares; 2024Q4: 3,628,125 shares; 2025Q1: 3,492,101 shares; 2025Q2: 3,420,879 shares; 2025Q3: 3,218,606 shares; 2025Q4: 3,369,067 shares; 2026Q1: 3,325,588 shares 3,325,588 $162M 0.53% -43,479 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: 2,001,019 shares; 2024Q4: 2,073,154 shares; 2025Q1: 2,009,978 shares; 2025Q2: 1,991,117 shares; 2025Q3: 1,627,985 shares; 2025Q4: 1,626,722 shares; 2026Q1: 1,601,856 shares 1,601,856 $156M 0.51% -24,866 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: 2,077,000 shares; 2024Q4: 2,052,722 shares; 2025Q1: 1,973,023 shares; 2025Q2: 1,943,148 shares; 2025Q3: 1,905,854 shares; 2025Q4: 1,850,532 shares; 2026Q1: 1,832,110 shares 1,832,110 $153M 0.5% -18,422 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: 163,421 shares; 2025Q1: 156,116 shares; 2025Q2: 154,891 shares; 2025Q3: 147,803 shares; 2025Q4: 149,140 shares; 2026Q1: 146,019 shares 146,019 $140M 0.46% -3,121 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: 211,221 shares; 2024Q4: 209,683 shares; 2025Q1: 202,175 shares; 2025Q2: 209,922 shares; 2025Q3: 200,328 shares; 2025Q4: 199,603 shares; 2026Q1: 191,944 shares 191,944 $136M 0.45% -7,659 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: 298,860 shares; 2024Q4: not reported; 2025Q1: 296,904 shares; 2025Q2: 292,106 shares; 2025Q3: 261,099 shares; 2025Q4: 281,923 shares; 2026Q1: 280,301 shares 280,301 $134M 0.44% -1,622 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705,788 shares; 2024Q4: 2,693,368 shares; 2025Q1: 2,641,863 shares; 2025Q2: 2,584,050 shares; 2025Q3: 2,511,078 shares; 2025Q4: 2,504,068 shares; 2026Q1: 2,480,601 shares 2,480,601 $134M 0.44% -23,467 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: 415,054 shares; 2024Q4: 432,912 shares; 2025Q1: 404,741 shares; 2025Q2: 421,252 shares; 2025Q3: 421,444 shares; 2025Q4: 429,167 shares; 2026Q1: 420,605 shares 420,605 $134M 0.44% -8,562 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: 1,205,747 shares; 2024Q4: 1,212,263 shares; 2025Q1: 1,173,709 shares; 2025Q2: 1,055,591 shares; 2025Q3: 1,027,475 shares; 2025Q4: 1,009,206 shares; 2026Q1: 990,146 shares 990,146 $131M 0.43% -19,060 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: 842,699 shares; 2024Q4: 848,958 shares; 2025Q1: 814,633 shares; 2025Q2: 817,487 shares; 2025Q3: 772,076 shares; 2025Q4: 798,576 shares; 2026Q1: 788,787 shares 788,787 $130M 0.43% -9,789 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: 341,442 shares; 2024Q4: 356,388 shares; 2025Q1: 327,854 shares; 2025Q2: 331,039 shares; 2025Q3: 310,317 shares; 2025Q4: 342,603 shares; 2026Q1: 341,275 shares 341,275 $127M 0.42% -1,328 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: 938,185 shares; 2024Q4: 942,808 shares; 2025Q1: 909,165 shares; 2025Q2: 872,967 shares; 2025Q3: 865,010 shares; 2025Q4: 881,649 shares; 2026Q1: 859,981 shares 859,981 $127M 0.41% -21,668 Timeline REET 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: 3,961,328 shares; 2024Q4: 4,481,366 shares; 2025Q1: 4,917,036 shares; 2025Q2: 4,912,571 shares; 2025Q3: 4,791,133 shares; 2025Q4: 4,765,751 shares; 2026Q1: 4,833,284 shares 4,833,284 $122M 0.4% +67,533 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: 540,446 shares; 2024Q4: 532,754 shares; 2025Q1: 478,217 shares; 2025Q2: 417,709 shares; 2025Q3: 471,084 shares; 2025Q4: 475,107 shares; 2026Q1: 472,766 shares 472,766 $115M 0.38% -2,341 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: 241,714 shares; 2024Q4: 245,699 shares; 2025Q1: 253,257 shares; 2025Q2: 319,890 shares; 2025Q3: 331,320 shares; 2025Q4: 333,892 shares; 2026Q1: 332,196 shares 332,196 $112M 0.37% -1,696 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: 1,134,523 shares; 2024Q4: 1,141,600 shares; 2025Q1: 1,136,002 shares; 2025Q2: 1,044,957 shares; 2025Q3: 992,167 shares; 2025Q4: 983,702 shares; 2026Q1: 892,558 shares 892,558 $111M 0.36% -91,144 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,822 shares; 2024Q4: 420,058 shares; 2025Q1: 392,561 shares; 2025Q2: 366,505 shares; 2025Q3: 354,920 shares; 2025Q4: 354,317 shares; 2026Q1: 351,267 shares 351,267 $110M 0.36% -3,050 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: 236,791 shares; 2024Q4: 235,050 shares; 2025Q1: 192,941 shares; 2025Q2: 191,594 shares; 2025Q3: 179,653 shares; 2025Q4: 184,005 shares; 2026Q1: 182,252 shares 182,252 $110M 0.36% -1,753 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: 905,947 shares; 2024Q4: 903,544 shares; 2025Q1: 883,601 shares; 2025Q2: 849,975 shares; 2025Q3: 806,050 shares; 2025Q4: 821,913 shares; 2026Q1: 800,743 shares 800,743 $103M 0.34% -21,170 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: 313,488 shares; 2024Q4: 310,539 shares; 2025Q1: 289,389 shares; 2025Q2: 295,042 shares; 2025Q3: 283,863 shares; 2025Q4: 295,509 shares; 2026Q1: 295,328 shares 295,328 $101M 0.33% -181 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: 591,351 shares; 2024Q4: 594,990 shares; 2025Q1: 570,682 shares; 2025Q2: 555,191 shares; 2025Q3: 528,924 shares; 2025Q4: 525,035 shares; 2026Q1: 520,844 shares 520,844 $100M 0.33% -4,191 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: 743,097 shares; 2024Q4: 734,248 shares; 2025Q1: 705,317 shares; 2025Q2: 678,681 shares; 2025Q3: 598,222 shares; 2025Q4: 610,306 shares; 2026Q1: 604,847 shares 604,847 $100M 0.33% -5,459 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: 937,635 shares; 2024Q4: 927,213 shares; 2025Q1: 857,045 shares; 2025Q2: 851,184 shares; 2025Q3: 791,908 shares; 2025Q4: 819,265 shares; 2026Q1: 762,887 shares 762,887 $99.9M 0.33% -56,378 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: 168,701 shares; 2024Q4: 165,965 shares; 2025Q1: 161,206 shares; 2025Q2: 149,059 shares; 2025Q3: 139,421 shares; 2025Q4: 139,299 shares; 2026Q1: 136,062 shares 136,062 $94.9M 0.31% -3,237 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: 367,513 shares; 2024Q4: 354,978 shares; 2025Q1: 333,104 shares; 2025Q2: 319,078 shares; 2025Q3: 303,865 shares; 2025Q4: 306,500 shares; 2026Q1: 305,425 shares 305,425 $94.9M 0.31% -1,075 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: 443,758 shares; 2024Q4: 443,006 shares; 2025Q1: 425,250 shares; 2025Q2: 422,817 shares; 2025Q3: 400,863 shares; 2025Q4: 392,852 shares; 2026Q1: 390,486 shares 390,486 $94.7M 0.31% -2,366 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: 349,721 shares; 2024Q4: 360,435 shares; 2025Q1: 360,634 shares; 2025Q2: 351,556 shares; 2025Q3: 338,086 shares; 2025Q4: 329,303 shares; 2026Q1: 325,627 shares 325,627 $94.6M 0.31% -3,676 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603,448 shares; 2024Q4: 2,578,657 shares; 2025Q1: 1,454,948 shares; 2025Q2: 1,417,626 shares; 2025Q3: 1,326,086 shares; 2025Q4: 1,288,135 shares; 2026Q1: 1,254,267 shares 1,254,267 $93.3M 0.31% -33,868 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032,082 shares; 2024Q4: 1,045,902 shares; 2025Q1: 1,039,265 shares; 2025Q2: 1,019,547 shares; 2025Q3: 978,843 shares; 2025Q4: 999,593 shares; 2026Q1: 994,088 shares 994,088 $92.3M 0.3% -5,505 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800,183 shares; 2026Q1: 796,525 shares 796,525 $91.9M 0.3% -3,658 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: 1,381,503 shares; 2024Q4: 1,558,050 shares; 2025Q1: 1,604,635 shares; 2025Q2: 1,573,707 shares; 2025Q3: 1,441,736 shares; 2025Q4: 1,398,363 shares; 2026Q1: 1,343,949 shares 1,343,949 $90.8M 0.3% -54,414 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: 725,191 shares; 2024Q4: 722,485 shares; 2025Q1: 729,416 shares; 2025Q2: 742,387 shares; 2025Q3: 702,611 shares; 2025Q4: 687,570 shares; 2026Q1: 666,567 shares 666,567 $90.5M 0.3% -21,003 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663,352 shares; 2024Q4: 1,430,807 shares; 2025Q1: 1,357,414 shares; 2025Q2: 1,318,677 shares; 2025Q3: 1,227,126 shares; 2025Q4: 1,181,651 shares; 2026Q1: 1,179,013 shares 1,179,013 $89.7M 0.29% -2,638 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: 968,493 shares; 2024Q4: 978,067 shares; 2025Q1: 918,225 shares; 2025Q2: 883,084 shares; 2025Q3: 850,280 shares; 2025Q4: 857,990 shares; 2026Q1: 865,359 shares 865,359 $88.8M 0.29% +7,369 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: 669,669 shares; 2024Q4: 694,501 shares; 2025Q1: 661,727 shares; 2025Q2: 694,026 shares; 2025Q3: 667,178 shares; 2025Q4: 681,813 shares; 2026Q1: 672,394 shares 672,394 $88.1M 0.29% -9,419 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: 525,317 shares; 2024Q4: 521,390 shares; 2025Q1: 507,283 shares; 2025Q2: 493,201 shares; 2025Q3: 484,620 shares; 2025Q4: 479,039 shares; 2026Q1: 477,840 shares 477,840 $87.1M 0.29% -1,199 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: 127,160 shares; 2024Q4: 137,576 shares; 2025Q1: 143,652 shares; 2025Q2: 138,319 shares; 2025Q3: 141,205 shares; 2025Q4: 143,305 shares; 2026Q1: 149,919 shares 149,919 $86.5M 0.28% +6,614 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: 378,463 shares; 2024Q4: 373,338 shares; 2025Q1: 356,155 shares; 2025Q2: 352,928 shares; 2025Q3: 339,871 shares; 2025Q4: 334,256 shares; 2026Q1: 340,916 shares 340,916 $84.2M 0.28% +6,660 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: 319,909 shares; 2024Q4: 317,486 shares; 2025Q1: 311,387 shares; 2025Q2: 302,019 shares; 2025Q3: 272,918 shares; 2025Q4: 288,366 shares; 2026Q1: 277,049 shares 277,049 $83.7M 0.27% -11,317 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,497 shares; 2024Q4: 495,675 shares; 2025Q1: 459,054 shares; 2025Q2: 446,321 shares; 2025Q3: 432,783 shares; 2025Q4: 438,768 shares; 2026Q1: 441,465 shares 441,465 $83.7M 0.27% +2,697 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: 170,325 shares; 2024Q4: 161,205 shares; 2025Q1: 148,888 shares; 2025Q2: 150,084 shares; 2025Q3: 143,462 shares; 2025Q4: 146,004 shares; 2026Q1: 146,658 shares 146,658 $82.6M 0.27% +654 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: 283,105 shares; 2024Q4: 281,072 shares; 2025Q1: 280,465 shares; 2025Q2: 311,926 shares; 2025Q3: 314,766 shares; 2025Q4: 313,812 shares; 2026Q1: 313,171 shares 313,171 $82M 0.27% -641 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: 713,852 shares; 2024Q4: 718,531 shares; 2025Q1: 680,087 shares; 2025Q2: 656,728 shares; 2025Q3: 598,082 shares; 2025Q4: 649,809 shares; 2026Q1: 636,620 shares 636,620 $79.1M 0.26% -13,189 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: 259,655 shares; 2024Q4: 275,854 shares; 2025Q1: 297,069 shares; 2025Q2: 301,395 shares; 2025Q3: 312,819 shares; 2025Q4: 308,142 shares; 2026Q1: 400,499 shares 400,499 $78.6M 0.26% +92,357 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: 2,890,051 shares; 2024Q4: 2,496,821 shares; 2025Q1: 2,528,356 shares; 2025Q2: 2,568,968 shares; 2025Q3: 2,355,610 shares; 2025Q4: 2,539,541 shares; 2026Q1: 2,765,589 shares 2,765,589 $77.7M 0.25% +226,048 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: 604,274 shares; 2024Q4: 593,504 shares; 2025Q1: 553,915 shares; 2025Q2: 546,464 shares; 2025Q3: 526,043 shares; 2025Q4: 516,482 shares; 2026Q1: 536,112 shares 536,112 $77.5M 0.25% +19,630 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: 220,590 shares; 2024Q4: 225,622 shares; 2025Q1: 213,865 shares; 2025Q2: 283,249 shares; 2025Q3: 260,100 shares; 2025Q4: 263,728 shares; 2026Q1: 283,128 shares 283,128 $76.6M 0.25% +19,400 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,136 shares; 2024Q4: 525,415 shares; 2025Q1: 516,050 shares; 2025Q2: 503,649 shares; 2025Q3: 522,356 shares; 2025Q4: 520,920 shares; 2026Q1: 575,282 shares 575,282 $76M 0.25% +54,362 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: 933,326 shares; 2024Q4: 912,941 shares; 2025Q1: 841,461 shares; 2025Q2: 822,127 shares; 2025Q3: 772,377 shares; 2025Q4: 766,692 shares; 2026Q1: 786,433 shares 786,433 $75.8M 0.25% +19,741 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,382 shares; 2024Q4: 1,311,341 shares; 2025Q1: 1,420,730 shares; 2025Q2: 1,404,433 shares; 2025Q3: 1,278,055 shares; 2025Q4: 1,489,428 shares; 2026Q1: 1,508,894 shares 1,508,894 $75.7M 0.25% +19,466 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: 491,108 shares; 2024Q4: 468,485 shares; 2025Q1: 446,620 shares; 2025Q2: 419,261 shares; 2025Q3: 550,176 shares; 2025Q4: 536,272 shares; 2026Q1: 516,834 shares 516,834 $74.8M 0.24% -19,438 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734,503 shares; 2024Q4: 1,724,523 shares; 2025Q1: 1,671,112 shares; 2025Q2: 1,663,459 shares; 2025Q3: 1,650,475 shares; 2025Q4: 1,588,926 shares; 2026Q1: 1,564,010 shares 1,564,010 $71.6M 0.23% -24,916 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: 335,532 shares; 2024Q4: 332,145 shares; 2025Q1: 310,484 shares; 2025Q2: 305,103 shares; 2025Q3: 285,421 shares; 2025Q4: 290,634 shares; 2026Q1: 284,085 shares 284,085 $67.1M 0.22% -6,549 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: 540,874 shares; 2024Q4: 523,600 shares; 2025Q1: 480,574 shares; 2025Q2: 466,528 shares; 2025Q3: 437,622 shares; 2025Q4: 440,211 shares; 2026Q1: 419,252 shares 419,252 $67M 0.22% -20,959 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: 1,516,395 shares; 2024Q4: 1,216,170 shares; 2025Q1: 652,019 shares; 2025Q2: 595,125 shares; 2025Q3: 586,651 shares; 2025Q4: 553,768 shares; 2026Q1: 559,450 shares 559,450 $66.3M 0.22% +5,682 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: 426,742 shares; 2024Q4: 423,071 shares; 2025Q1: 398,929 shares; 2025Q2: 517,672 shares; 2025Q3: 519,886 shares; 2025Q4: 523,496 shares; 2026Q1: 530,600 shares 530,600 $64.3M 0.21% +7,104 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: 211,795 shares; 2024Q4: 204,025 shares; 2025Q1: 190,501 shares; 2025Q2: 204,081 shares; 2025Q3: 194,450 shares; 2025Q4: 204,309 shares; 2026Q1: 218,354 shares 218,354 $62M 0.2% +14,045 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,596 shares; 2024Q4: 705,145 shares; 2025Q1: 655,694 shares; 2025Q2: 618,385 shares; 2025Q3: 606,785 shares; 2025Q4: 592,013 shares; 2026Q1: 556,347 shares 556,347 $62M 0.2% -35,666 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: 106,805 shares; 2024Q4: 109,882 shares; 2025Q1: 113,056 shares; 2025Q2: 99,497 shares; 2025Q3: 109,338 shares; 2025Q4: 113,131 shares; 2026Q1: 139,449 shares 139,449 $60.9M 0.2% +26,318 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: 375,610 shares; 2024Q4: 366,336 shares; 2025Q1: 348,475 shares; 2025Q2: 331,381 shares; 2025Q3: 320,726 shares; 2025Q4: 313,165 shares; 2026Q1: 299,303 shares 299,303 $60.8M 0.2% -13,862 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: 313,236 shares; 2024Q4: 306,473 shares; 2025Q1: 292,841 shares; 2025Q2: 231,486 shares; 2025Q3: 170,870 shares; 2025Q4: 170,998 shares; 2026Q1: 167,315 shares 167,315 $58.9M 0.19% -3,683 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,507 shares; 2024Q4: 534,326 shares; 2025Q1: 532,277 shares; 2025Q2: 530,265 shares; 2025Q3: 548,319 shares; 2025Q4: 566,945 shares; 2026Q1: 586,683 shares 586,683 $56.1M 0.18% +19,738 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: 529,967 shares; 2024Q4: 518,289 shares; 2025Q1: 490,211 shares; 2025Q2: 460,506 shares; 2025Q3: 448,956 shares; 2025Q4: 438,719 shares; 2026Q1: 426,068 shares 426,068 $55.8M 0.18% -12,651 Timeline JPLD 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: 855,538 shares; 2025Q1: 1,002,881 shares; 2025Q2: 972,751 shares; 2025Q3: 1,016,260 shares; 2025Q4: 1,046,425 shares; 2026Q1: 1,067,270 shares 1,067,270 $55.7M 0.18% +20,845 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: 298,210 shares; 2024Q4: 292,815 shares; 2025Q1: 250,073 shares; 2025Q2: 249,180 shares; 2025Q3: 232,979 shares; 2025Q4: 248,911 shares; 2026Q1: 245,371 shares 245,371 $55.5M 0.18% -3,540 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712,161 shares; 2024Q4: 729,316 shares; 2025Q1: 712,774 shares; 2025Q2: 504,487 shares; 2025Q3: 483,913 shares; 2025Q4: 479,423 shares; 2026Q1: 467,262 shares 467,262 $55.3M 0.18% -12,161 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971,449 shares; 2024Q4: 928,084 shares; 2025Q1: 897,930 shares; 2025Q2: 880,514 shares; 2025Q3: 826,641 shares; 2025Q4: 645,905 shares; 2026Q1: 626,632 shares 626,632 $54.3M 0.18% -19,273 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156,777 shares; 2024Q4: 1,108,240 shares; 2025Q1: 1,298,264 shares; 2025Q2: 1,257,737 shares; 2025Q3: 1,311,292 shares; 2025Q4: 1,344,239 shares; 2026Q1: 1,369,605 shares 1,369,605 $53.8M 0.18% +25,366 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: 96,069 shares; 2024Q4: 149,786 shares; 2025Q1: 173,625 shares; 2025Q2: 174,237 shares; 2025Q3: 163,020 shares; 2025Q4: 177,647 shares; 2026Q1: 180,113 shares 180,113 $53.2M 0.17% +2,466 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,613 shares; 2024Q4: 183,748 shares; 2025Q1: 171,115 shares; 2025Q2: 164,088 shares; 2025Q3: 159,351 shares; 2025Q4: 161,427 shares; 2026Q1: 162,575 shares 162,575 $52.1M 0.17% +1,148 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459,943 shares; 2024Q4: 2,029,515 shares; 2025Q1: 1,921,138 shares; 2025Q2: 1,874,764 shares; 2025Q3: 1,234,015 shares; 2025Q4: 1,155,075 shares; 2026Q1: 1,218,656 shares 1,218,656 $50.8M 0.17% +63,581 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: 274,099 shares; 2024Q4: 266,855 shares; 2025Q1: 255,126 shares; 2025Q2: 240,706 shares; 2025Q3: 242,571 shares; 2025Q4: 259,845 shares; 2026Q1: 261,264 shares 261,264 $50.7M 0.17% +1,419 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797,102 shares; 2024Q4: 791,610 shares; 2025Q1: 781,402 shares; 2025Q2: 773,766 shares; 2025Q3: 719,588 shares; 2025Q4: 740,420 shares; 2026Q1: 717,024 shares 717,024 $50.7M 0.17% -23,396 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: 94,343 shares; 2024Q4: 91,560 shares; 2025Q1: 90,991 shares; 2025Q2: 91,684 shares; 2025Q3: 104,751 shares; 2025Q4: 106,228 shares; 2026Q1: 116,501 shares 116,501 $50.1M 0.16% +10,273 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,519 shares; 2025Q1: 11,387 shares; 2025Q2: 11,306 shares; 2025Q3: 10,821 shares; 2025Q4: 11,315 shares; 2026Q1: 11,866 shares 11,866 $50M 0.16% +551 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: 355,292 shares; 2024Q4: 354,812 shares; 2025Q1: 336,319 shares; 2025Q2: 369,776 shares; 2025Q3: 346,900 shares; 2025Q4: 364,022 shares; 2026Q1: 373,022 shares 373,022 $48.8M 0.16% +9,000 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: 530,691 shares; 2024Q4: 550,996 shares; 2025Q1: 608,635 shares; 2025Q2: 558,748 shares; 2025Q3: 554,316 shares; 2025Q4: 532,245 shares; 2026Q1: 485,352 shares 485,352 $48.2M 0.16% -46,893 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: 173,950 shares; 2024Q4: 174,598 shares; 2025Q1: 169,211 shares; 2025Q2: 164,364 shares; 2025Q3: 157,104 shares; 2025Q4: 161,213 shares; 2026Q1: 159,203 shares 159,203 $48.2M 0.16% -2,010 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: 113,347 shares; 2024Q4: 110,969 shares; 2025Q1: 104,678 shares; 2025Q2: 99,360 shares; 2025Q3: 94,571 shares; 2025Q4: 98,502 shares; 2026Q1: 97,582 shares 97,582 $48M 0.16% -920 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: 615,150 shares; 2024Q4: 612,030 shares; 2025Q1: 589,788 shares; 2025Q2: 557,176 shares; 2025Q3: 513,492 shares; 2025Q4: 540,174 shares; 2026Q1: 533,126 shares 533,126 $47.8M 0.16% -7,048 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: 901,347 shares; 2024Q4: 884,513 shares; 2025Q1: 836,263 shares; 2025Q2: 812,675 shares; 2025Q3: 763,376 shares; 2025Q4: 776,683 shares; 2026Q1: 776,061 shares 776,061 $47.1M 0.15% -622 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,591 shares; 2024Q4: 1,045,639 shares; 2025Q1: 1,006,647 shares; 2025Q2: 994,954 shares; 2025Q3: 903,855 shares; 2025Q4: 936,967 shares; 2026Q1: 1,605,565 shares 1,605,565 $46.5M 0.15% +668,598 Timeline VLUE 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: 1,015,749 shares; 2024Q4: 722,745 shares; 2025Q1: 555,779 shares; 2025Q2: 450,119 shares; 2025Q3: 355,487 shares; 2025Q4: 327,315 shares; 2026Q1: 321,833 shares 321,833 $45.8M 0.15% -5,482 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: 567,962 shares; 2024Q4: 535,760 shares; 2025Q1: 507,027 shares; 2025Q2: 528,620 shares; 2025Q3: 477,321 shares; 2025Q4: 503,184 shares; 2026Q1: 519,231 shares 519,231 $45M 0.15% +16,047 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: 211,526 shares; 2024Q4: 205,815 shares; 2025Q1: 196,808 shares; 2025Q2: 193,880 shares; 2025Q3: 183,400 shares; 2025Q4: 187,747 shares; 2026Q1: 189,823 shares 189,823 $43.6M 0.14% +2,076 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692,023 shares; 2024Q4: 707,490 shares; 2025Q1: 720,353 shares; 2025Q2: 696,903 shares; 2025Q3: 804,167 shares; 2025Q4: 828,955 shares; 2026Q1: 902,510 shares 902,510 $42.9M 0.14% +73,555 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: 329,779 shares; 2024Q4: 323,557 shares; 2025Q1: 311,652 shares; 2025Q2: 305,503 shares; 2025Q3: 298,678 shares; 2025Q4: 311,151 shares; 2026Q1: 286,783 shares 286,783 $42.5M 0.14% -24,368 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: 889,275 shares; 2024Q4: 827,918 shares; 2025Q1: 846,716 shares; 2025Q2: 822,178 shares; 2025Q3: 793,011 shares; 2025Q4: 782,807 shares; 2026Q1: 727,307 shares 727,307 $41.3M 0.14% -55,500 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: 142,217 shares; 2024Q4: 138,262 shares; 2025Q1: 123,849 shares; 2025Q2: 121,193 shares; 2025Q3: 114,088 shares; 2025Q4: 114,969 shares; 2026Q1: 113,694 shares 113,694 $40.5M 0.13% -1,275 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: 509,633 shares; 2024Q4: 506,678 shares; 2025Q1: 484,698 shares; 2025Q2: 451,557 shares; 2025Q3: 431,206 shares; 2025Q4: 423,095 shares; 2026Q1: 415,457 shares 415,457 $40.4M 0.13% -7,638 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,380 shares; 2024Q4: 240,673 shares; 2025Q1: 239,393 shares; 2025Q2: 235,631 shares; 2025Q3: 223,347 shares; 2025Q4: 201,735 shares; 2026Q1: 203,675 shares 203,675 $40.4M 0.13% +1,940 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: 149,701 shares; 2024Q4: 147,309 shares; 2025Q1: 144,335 shares; 2025Q2: 143,827 shares; 2025Q3: 139,069 shares; 2025Q4: 141,192 shares; 2026Q1: 140,405 shares 140,405 $40.3M 0.13% -787 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: 41,946 shares; 2024Q4: 42,254 shares; 2025Q1: 41,901 shares; 2025Q2: 40,915 shares; 2025Q3: 34,335 shares; 2025Q4: 400,764 shares; 2026Q1: 416,333 shares 416,333 $40M 0.13% +15,569 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702,823 shares; 2024Q4: 761,525 shares; 2025Q1: 761,250 shares; 2025Q2: 764,792 shares; 2025Q3: 787,249 shares; 2025Q4: 793,591 shares; 2026Q1: 797,132 shares 797,132 $39.8M 0.13% +3,541 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: 341,839 shares; 2024Q4: 335,736 shares; 2025Q1: 328,356 shares; 2025Q2: 318,390 shares; 2025Q3: 314,036 shares; 2025Q4: 304,628 shares; 2026Q1: 305,456 shares 305,456 $39.1M 0.13% +828 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: 105,379 shares; 2024Q4: 103,708 shares; 2025Q1: 98,824 shares; 2025Q2: 97,697 shares; 2025Q3: 94,003 shares; 2025Q4: 97,208 shares; 2026Q1: 93,733 shares 93,733 $39.1M 0.13% -3,475 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052,698 shares; 2024Q4: 1,051,784 shares; 2025Q1: 1,048,903 shares; 2025Q2: 1,030,911 shares; 2025Q3: 966,347 shares; 2025Q4: 995,569 shares; 2026Q1: 977,272 shares 977,272 $39M 0.13% -18,297 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: 50,352 shares; 2024Q4: 44,730 shares; 2025Q1: 43,092 shares; 2025Q2: 42,972 shares; 2025Q3: 39,263 shares; 2025Q4: 42,607 shares; 2026Q1: 44,617 shares 44,617 $38.9M 0.13% +2,010 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: 229,830 shares; 2024Q4: 234,828 shares; 2025Q1: 234,371 shares; 2025Q2: 232,769 shares; 2025Q3: 237,649 shares; 2025Q4: 245,576 shares; 2026Q1: 253,777 shares 253,777 $38.4M 0.13% +8,201 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: 418,836 shares; 2024Q4: 417,390 shares; 2025Q1: 424,756 shares; 2025Q2: 401,571 shares; 2025Q3: 407,623 shares; 2025Q4: 426,207 shares; 2026Q1: 428,238 shares 428,238 $38M 0.12% +2,031 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207,541 shares; 2024Q4: 1,067,927 shares; 2025Q1: 1,081,350 shares; 2025Q2: 1,071,307 shares; 2025Q3: 1,085,037 shares; 2025Q4: 1,057,047 shares; 2026Q1: 1,041,447 shares 1,041,447 $37.4M 0.12% -15,600 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,032 shares; 2024Q4: 273,195 shares; 2025Q1: 269,406 shares; 2025Q2: 265,978 shares; 2025Q3: 252,834 shares; 2025Q4: 255,405 shares; 2026Q1: 254,445 shares 254,445 $37M 0.12% -960 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: 310,110 shares; 2024Q4: 267,341 shares; 2025Q1: 237,588 shares; 2025Q2: 276,551 shares; 2025Q3: 207,878 shares; 2025Q4: 208,130 shares; 2026Q1: 211,187 shares 211,187 $36.4M 0.12% +3,057 Timeline ESML 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: 740,689 shares; 2024Q4: 666,441 shares; 2025Q1: 656,329 shares; 2025Q2: 681,931 shares; 2025Q3: 678,999 shares; 2025Q4: 686,681 shares; 2026Q1: 774,890 shares 774,890 $36.4M 0.12% +88,209 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: 71,617 shares; 2024Q4: 69,396 shares; 2025Q1: 113,475 shares; 2025Q2: 111,681 shares; 2025Q3: 112,770 shares; 2025Q4: 113,690 shares; 2026Q1: 112,404 shares 112,404 $36.1M 0.12% -1,286 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 96,956 shares; 2025Q3: 194,186 shares; 2025Q4: 401,379 shares; 2026Q1: 773,456 shares 773,456 $35.9M 0.12% +372,077 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: 334,007 shares; 2024Q4: 332,722 shares; 2025Q1: 320,144 shares; 2025Q2: 556,853 shares; 2025Q3: 583,828 shares; 2025Q4: 604,092 shares; 2026Q1: 658,407 shares 658,407 $35.6M 0.12% +54,315 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,859 shares; 2024Q4: 165,157 shares; 2025Q1: 165,038 shares; 2025Q2: 424,250 shares; 2025Q3: 426,711 shares; 2025Q4: 416,465 shares; 2026Q1: 474,613 shares 474,613 $35.6M 0.12% +58,148 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: 669,583 shares; 2024Q4: 644,489 shares; 2025Q1: 664,458 shares; 2025Q2: 707,667 shares; 2025Q3: 706,195 shares; 2025Q4: 371,484 shares; 2026Q1: 430,204 shares 430,204 $35.5M 0.12% +58,720 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: 218,903 shares; 2024Q4: 219,418 shares; 2025Q1: 206,467 shares; 2025Q2: 197,053 shares; 2025Q3: 179,227 shares; 2025Q4: 178,448 shares; 2026Q1: 170,473 shares 170,473 $35.5M 0.12% -7,975 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 15,038 shares; 2025Q1: 14,212 shares; 2025Q2: 13,953 shares; 2025Q3: 4,251 shares; 2025Q4: 32,530 shares; 2026Q1: 34,215 shares 34,215 $33.5M 0.11% +1,685 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: 175,104 shares; 2024Q4: 152,765 shares; 2025Q1: 374,161 shares; 2025Q2: 426,163 shares; 2025Q3: 399,688 shares; 2025Q4: 432,616 shares; 2026Q1: 466,176 shares 466,176 $33.5M 0.11% +33,560 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223,125 shares; 2024Q4: 1,024,073 shares; 2025Q1: 973,004 shares; 2025Q2: 897,883 shares; 2025Q3: 712,355 shares; 2025Q4: 758,717 shares; 2026Q1: 752,963 shares 752,963 $33.2M 0.11% -5,754 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,344 shares; 2024Q4: 1,158,848 shares; 2025Q1: 1,225,665 shares; 2025Q2: 710,091 shares; 2025Q3: 655,677 shares; 2025Q4: 654,909 shares; 2026Q1: 628,495 shares 628,495 $32.7M 0.11% -26,414 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: 602,738 shares; 2024Q4: 597,280 shares; 2025Q1: 566,786 shares; 2025Q2: 532,769 shares; 2025Q3: 517,286 shares; 2025Q4: 489,781 shares; 2026Q1: 481,680 shares 481,680 $31.8M 0.1% -8,101 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,215 shares; 2024Q4: 475,951 shares; 2025Q1: 436,521 shares; 2025Q2: 433,275 shares; 2025Q3: 417,054 shares; 2025Q4: 412,106 shares; 2026Q1: 402,239 shares 402,239 $31.2M 0.1% -9,867 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: 545,813 shares; 2026Q1: 539,247 shares 539,247 $30.7M 0.1% -6,566 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,441 shares; 2024Q4: 362,356 shares; 2025Q1: 353,901 shares; 2025Q2: 307,655 shares; 2025Q3: 273,782 shares; 2025Q4: 270,833 shares; 2026Q1: 253,016 shares 253,016 $30.6M 0.1% -17,817 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: 170,043 shares; 2024Q4: 201,305 shares; 2025Q1: 182,850 shares; 2025Q2: 191,386 shares; 2025Q3: 173,861 shares; 2025Q4: 204,462 shares; 2026Q1: 206,721 shares 206,721 $30.2M 0.1% +2,259 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649,500 shares; 2024Q4: 669,496 shares; 2025Q1: 662,660 shares; 2025Q2: 695,811 shares; 2025Q3: 705,352 shares; 2025Q4: 689,795 shares; 2026Q1: 664,188 shares 664,188 $30.2M 0.1% -25,607 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,078 shares; 2024Q4: 178,334 shares; 2025Q1: 171,352 shares; 2025Q2: 166,446 shares; 2025Q3: 159,705 shares; 2025Q4: 153,212 shares; 2026Q1: 139,301 shares 139,301 $30M 0.1% -13,911 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: 49,873 shares; 2024Q4: 47,985 shares; 2025Q1: 42,397 shares; 2025Q2: 40,710 shares; 2025Q3: 35,094 shares; 2025Q4: 35,434 shares; 2026Q1: 33,106 shares 33,106 $29.6M 0.1% -2,328 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,591 shares; 2024Q4: 472,246 shares; 2025Q1: 479,547 shares; 2025Q2: 466,620 shares; 2025Q3: 488,428 shares; 2025Q4: 472,463 shares; 2026Q1: 476,036 shares 476,036 $29.5M 0.1% +3,573 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: 68,581 shares; 2024Q4: 69,396 shares; 2025Q1: 66,299 shares; 2025Q2: 65,839 shares; 2025Q3: 58,382 shares; 2025Q4: 62,741 shares; 2026Q1: 63,020 shares 63,020 $29.1M 0.1% +279 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: 289,377 shares; 2024Q4: 284,216 shares; 2025Q1: 242,316 shares; 2025Q2: 235,401 shares; 2025Q3: 243,781 shares; 2025Q4: 247,629 shares; 2026Q1: 225,659 shares 225,659 $28.5M 0.09% -21,970 Timeline VONV 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: 188,200 shares; 2024Q4: 218,994 shares; 2025Q1: 242,115 shares; 2025Q2: 272,084 shares; 2025Q3: 269,465 shares; 2025Q4: 273,490 shares; 2026Q1: 301,794 shares 301,794 $28.3M 0.09% +28,304 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: 111,652 shares; 2024Q4: 110,077 shares; 2025Q1: 102,158 shares; 2025Q2: 87,670 shares; 2025Q3: 85,886 shares; 2025Q4: 88,837 shares; 2026Q1: 86,767 shares 86,767 $28.3M 0.09% -2,070 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: 281,900 shares; 2024Q4: 324,478 shares; 2025Q1: 301,237 shares; 2025Q2: 286,395 shares; 2025Q3: 276,676 shares; 2025Q4: 269,700 shares; 2026Q1: 266,021 shares 266,021 $28.2M 0.09% -3,679 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: 105,101 shares; 2024Q4: 103,491 shares; 2025Q1: 103,948 shares; 2025Q2: 102,533 shares; 2025Q3: 98,114 shares; 2025Q4: 99,169 shares; 2026Q1: 96,640 shares 96,640 $28.2M 0.09% -2,529 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005,499 shares; 2024Q4: 995,537 shares; 2025Q1: 1,090,002 shares; 2025Q2: 1,064,051 shares; 2025Q3: 922,501 shares; 2025Q4: 1,348,641 shares; 2026Q1: 1,713,154 shares 1,713,154 $28.1M 0.09% +364,513 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: 343,894 shares; 2024Q4: 294,730 shares; 2025Q1: 287,872 shares; 2025Q2: 300,016 shares; 2025Q3: 312,097 shares; 2025Q4: 320,976 shares; 2026Q1: 316,375 shares 316,375 $27.9M 0.09% -4,601 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: 103,202 shares; 2024Q4: 95,417 shares; 2025Q1: 86,254 shares; 2025Q2: 81,585 shares; 2025Q3: 78,501 shares; 2025Q4: 79,936 shares; 2026Q1: 77,763 shares 77,763 $27.8M 0.09% -2,173 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,870 shares; 2024Q4: 65,622 shares; 2025Q1: 77,623 shares; 2025Q2: 90,569 shares; 2025Q3: 110,794 shares; 2025Q4: 115,661 shares; 2026Q1: 113,868 shares 113,868 $27.3M 0.09% -1,793 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: 193,314 shares; 2024Q4: 192,452 shares; 2025Q1: 175,840 shares; 2025Q2: 159,684 shares; 2025Q3: 146,083 shares; 2025Q4: 144,934 shares; 2026Q1: 145,554 shares 145,554 $27.2M 0.09% +620 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: 79,472 shares; 2024Q4: 79,900 shares; 2025Q1: 74,477 shares; 2025Q2: 63,580 shares; 2025Q3: 53,719 shares; 2025Q4: 56,317 shares; 2026Q1: 54,461 shares 54,461 $27M 0.09% -1,856 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: 368,132 shares; 2024Q4: 358,737 shares; 2025Q1: 354,346 shares; 2025Q2: 363,611 shares; 2025Q3: 328,548 shares; 2025Q4: 352,938 shares; 2026Q1: 337,949 shares 337,949 $26.9M 0.09% -14,989 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: 161,066 shares; 2024Q4: 159,106 shares; 2025Q1: 159,225 shares; 2025Q2: 158,678 shares; 2025Q3: 152,462 shares; 2025Q4: 153,584 shares; 2026Q1: 174,095 shares 174,095 $26.6M 0.09% +20,511 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861,487 shares; 2024Q4: 821,303 shares; 2025Q1: 823,725 shares; 2025Q2: 817,719 shares; 2025Q3: 670,495 shares; 2025Q4: 977,991 shares; 2026Q1: 957,165 shares 957,165 $26.1M 0.09% -20,826 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: 64,737 shares; 2024Q4: 133,890 shares; 2025Q1: 123,102 shares; 2025Q2: 125,204 shares; 2025Q3: 134,296 shares; 2025Q4: 145,791 shares; 2026Q1: 162,669 shares 162,669 $26.1M 0.09% +16,878 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,915 shares; 2024Q4: 56,932 shares; 2025Q1: 232,283 shares; 2025Q2: 226,486 shares; 2025Q3: 201,512 shares; 2025Q4: 228,816 shares; 2026Q1: 225,568 shares 225,568 $26.1M 0.09% -3,248 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278,756 shares; 2026Q1: 283,850 shares 283,850 $25.9M 0.08% +5,094 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: 17,724 shares; 2024Q4: 17,852 shares; 2025Q1: 17,202 shares; 2025Q2: 16,936 shares; 2025Q3: 14,985 shares; 2025Q4: 16,282 shares; 2026Q1: 17,581 shares 17,581 $25.9M 0.08% +1,299 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: 192,952 shares; 2024Q4: 201,175 shares; 2025Q1: 196,168 shares; 2025Q2: 189,407 shares; 2025Q3: 170,636 shares; 2025Q4: 191,141 shares; 2026Q1: 184,012 shares 184,012 $25.6M 0.08% -7,129 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,227 shares; 2024Q4: 123,508 shares; 2025Q1: 121,856 shares; 2025Q2: 119,907 shares; 2025Q3: 121,745 shares; 2025Q4: 122,499 shares; 2026Q1: 121,945 shares 121,945 $25.4M 0.08% -554 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: 126,862 shares 126,862 $25M 0.08% new Timeline VNQI 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: 498,746 shares; 2024Q4: 496,707 shares; 2025Q1: 497,185 shares; 2025Q2: 501,175 shares; 2025Q3: 182,721 shares; 2025Q4: 524,655 shares; 2026Q1: 543,077 shares 543,077 $24.1M 0.08% +18,422 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: 116,889 shares; 2024Q4: 118,678 shares; 2025Q1: 92,052 shares; 2025Q2: 94,044 shares; 2025Q3: 75,511 shares; 2025Q4: 111,368 shares; 2026Q1: 118,639 shares 118,639 $24.1M 0.08% +7,271 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,512 shares; 2024Q4: 143,464 shares; 2025Q1: 125,042 shares; 2025Q2: 111,714 shares; 2025Q3: 97,977 shares; 2025Q4: 96,037 shares; 2026Q1: 88,474 shares 88,474 $24.1M 0.08% -7,563 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: 227,404 shares; 2024Q4: 164,695 shares; 2025Q1: 153,153 shares; 2025Q2: 148,284 shares; 2025Q3: 143,197 shares; 2025Q4: 135,701 shares; 2026Q1: 219,474 shares 219,474 $24.1M 0.08% +83,773 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: 942,991 shares; 2024Q4: 950,880 shares; 2025Q1: 982,736 shares; 2025Q2: 955,381 shares; 2025Q3: 878,426 shares; 2025Q4: 924,634 shares; 2026Q1: 918,244 shares 918,244 $24M 0.08% -6,390 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: 27,271 shares; 2024Q4: 26,873 shares; 2025Q1: 26,009 shares; 2025Q2: 26,449 shares; 2025Q3: 24,352 shares; 2025Q4: 28,378 shares; 2026Q1: 28,309 shares 28,309 $23.9M 0.08% -69 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: 629,409 shares; 2024Q4: 633,682 shares; 2025Q1: 581,848 shares; 2025Q2: 591,532 shares; 2025Q3: 603,229 shares; 2025Q4: 616,748 shares; 2026Q1: 616,138 shares 616,138 $23.3M 0.08% -610 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,913 shares; 2024Q4: 64,877 shares; 2025Q1: 61,662 shares; 2025Q2: 60,133 shares; 2025Q3: 55,277 shares; 2025Q4: 54,467 shares; 2026Q1: 53,316 shares 53,316 $23.3M 0.08% -1,151 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,050 shares; 2024Q4: 287,938 shares; 2025Q1: 269,652 shares; 2025Q2: 284,265 shares; 2025Q3: 262,702 shares; 2025Q4: 273,237 shares; 2026Q1: 268,284 shares 268,284 $22.9M 0.07% -4,953 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,635 shares; 2024Q4: 283,670 shares; 2025Q1: 252,414 shares; 2025Q2: 236,648 shares; 2025Q3: 216,537 shares; 2025Q4: 205,815 shares; 2026Q1: 193,364 shares 193,364 $22.9M 0.07% -12,451 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: 128,304 shares; 2024Q4: 124,883 shares; 2025Q1: 118,859 shares; 2025Q2: 135,580 shares; 2025Q3: 122,233 shares; 2025Q4: 126,651 shares; 2026Q1: 124,316 shares 124,316 $22.7M 0.07% -2,335 Timeline SCHH 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: 864,500 shares; 2024Q4: 1,046,400 shares; 2025Q1: 1,046,486 shares; 2025Q2: 1,046,400 shares; 2025Q3: not reported; 2025Q4: 1,046,422 shares; 2026Q1: 1,046,422 shares 1,046,422 $22.5M 0.07% 0 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: 113,566 shares; 2025Q1: 108,450 shares; 2025Q2: 100,150 shares; 2025Q3: 84,797 shares; 2025Q4: 94,704 shares; 2026Q1: 104,357 shares 104,357 $22.3M 0.07% +9,653 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,284 shares; 2024Q4: 182,813 shares; 2025Q1: 175,720 shares; 2025Q2: 170,528 shares; 2025Q3: 167,520 shares; 2025Q4: 158,476 shares; 2026Q1: 151,996 shares 151,996 $22.2M 0.07% -6,480 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 347,029 shares; 2025Q1: 451,456 shares; 2025Q2: 446,419 shares; 2025Q3: 412,543 shares; 2025Q4: 425,705 shares; 2026Q1: 459,118 shares 459,118 $22.1M 0.07% +33,413 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: 67,493 shares; 2024Q4: 65,086 shares; 2025Q1: 62,928 shares; 2025Q2: 55,421 shares; 2025Q3: 42,363 shares; 2025Q4: 63,899 shares; 2026Q1: 63,906 shares 63,906 $21.6M 0.07% +7 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,198 shares; 2024Q4: 151,083 shares; 2025Q1: 132,963 shares; 2025Q2: 121,310 shares; 2025Q3: 104,397 shares; 2025Q4: 96,823 shares; 2026Q1: 87,008 shares 87,008 $21.1M 0.07% -9,815 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,488 shares; 2024Q4: 103,344 shares; 2025Q1: 103,440 shares; 2025Q2: 102,763 shares; 2025Q3: 98,834 shares; 2025Q4: 88,453 shares; 2026Q1: 84,816 shares 84,816 $21.1M 0.07% -3,637 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: 33,230 shares; 2024Q4: 31,034 shares; 2025Q1: 28,727 shares; 2025Q2: 27,875 shares; 2025Q3: 22,991 shares; 2025Q4: 24,346 shares; 2026Q1: 24,170 shares 24,170 $20.9M 0.07% -176 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: 53,785 shares; 2024Q4: 53,952 shares; 2025Q1: 51,761 shares; 2025Q2: 51,612 shares; 2025Q3: 45,248 shares; 2025Q4: 49,412 shares; 2026Q1: 47,340 shares 47,340 $20.5M 0.07% -2,072 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,150 shares; 2024Q4: 113,806 shares; 2025Q1: 112,060 shares; 2025Q2: 112,524 shares; 2025Q3: 82,167 shares; 2025Q4: 112,476 shares; 2026Q1: 113,278 shares 113,278 $20.4M 0.07% +802 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: 39,627 shares; 2024Q4: 39,230 shares; 2025Q1: 41,959 shares; 2025Q2: 41,246 shares; 2025Q3: 38,345 shares; 2025Q4: 38,180 shares; 2026Q1: 37,665 shares 37,665 $20.3M 0.07% -515 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: 165,246 shares; 2024Q4: 163,559 shares; 2025Q1: 152,582 shares; 2025Q2: 154,552 shares; 2025Q3: 141,671 shares; 2025Q4: 153,704 shares; 2026Q1: 148,616 shares 148,616 $20.2M 0.07% -5,088 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,798 shares; 2024Q4: 81,589 shares; 2025Q1: 82,818 shares; 2025Q2: 77,512 shares; 2025Q3: 67,496 shares; 2025Q4: 66,768 shares; 2026Q1: 63,951 shares 63,951 $20M 0.07% -2,817 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,902 shares; 2024Q4: 288,083 shares; 2025Q1: 251,437 shares; 2025Q2: 239,680 shares; 2025Q3: 215,667 shares; 2025Q4: 219,949 shares; 2026Q1: 211,767 shares 211,767 $19.9M 0.07% -8,182 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,978 shares; 2024Q4: 83,640 shares; 2025Q1: 82,353 shares; 2025Q2: 67,152 shares; 2025Q3: 59,486 shares; 2025Q4: 58,175 shares; 2026Q1: 53,987 shares 53,987 $19.4M 0.06% -4,188 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: 77,858 shares; 2024Q4: 78,816 shares; 2025Q1: 79,925 shares; 2025Q2: 80,227 shares; 2025Q3: 18,507 shares; 2025Q4: 94,194 shares; 2026Q1: 96,751 shares 96,751 $19.1M 0.06% +2,557 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: 35,576 shares; 2024Q4: 35,857 shares; 2025Q1: 36,631 shares; 2025Q2: 39,938 shares; 2025Q3: 38,375 shares; 2025Q4: 184,908 shares; 2026Q1: 177,884 shares 177,884 $18.6M 0.06% -7,024 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: 218,520 shares; 2024Q4: 214,525 shares; 2025Q1: 214,283 shares; 2025Q2: 214,093 shares; 2025Q3: 207,057 shares; 2025Q4: 201,918 shares; 2026Q1: 199,559 shares 199,559 $18.6M 0.06% -2,359 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,836 shares; 2024Q4: 473,333 shares; 2025Q1: 449,922 shares; 2025Q2: 449,269 shares; 2025Q3: 425,908 shares; 2025Q4: 443,758 shares; 2026Q1: 445,153 shares 445,153 $18.3M 0.06% +1,395 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: 139,759 shares; 2024Q4: 142,045 shares; 2025Q1: 140,123 shares; 2025Q2: 164,215 shares; 2025Q3: 161,788 shares; 2025Q4: 192,057 shares; 2026Q1: 233,685 shares 233,685 $18M 0.06% +41,628 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: 108,335 shares; 2024Q4: 98,169 shares; 2025Q1: 86,453 shares; 2025Q2: 81,889 shares; 2025Q3: 71,054 shares; 2025Q4: 70,770 shares; 2026Q1: 66,538 shares 66,538 $17.7M 0.06% -4,232 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: 220,365 shares; 2024Q4: 218,416 shares; 2025Q1: 224,234 shares; 2025Q2: 222,508 shares; 2025Q3: 222,824 shares; 2025Q4: 222,428 shares; 2026Q1: 223,437 shares 223,437 $17.5M 0.06% +1,009 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,827 shares; 2024Q4: 121,586 shares; 2025Q1: 119,586 shares; 2025Q2: 108,941 shares; 2025Q3: 96,264 shares; 2025Q4: 94,333 shares; 2026Q1: 96,977 shares 96,977 $17.4M 0.06% +2,644 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,788 shares; 2024Q4: 87,204 shares; 2025Q1: 112,773 shares; 2025Q2: 119,906 shares; 2025Q3: 152,126 shares; 2025Q4: 162,906 shares; 2026Q1: 162,868 shares 162,868 $17.4M 0.06% -38 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: 132,188 shares; 2024Q4: 133,205 shares; 2025Q1: 67,023 shares; 2025Q2: 66,046 shares; 2025Q3: 65,512 shares; 2025Q4: 132,101 shares; 2026Q1: 130,570 shares 130,570 $17.4M 0.06% -1,531 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: 25,858 shares; 2024Q4: 28,697 shares; 2025Q1: 28,138 shares; 2025Q2: 28,631 shares; 2025Q3: 32,046 shares; 2025Q4: 40,210 shares; 2026Q1: 44,127 shares 44,127 $17.2M 0.06% +3,917 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: 293,006 shares; 2024Q4: 292,271 shares; 2025Q1: 295,384 shares; 2025Q2: 134,204 shares; 2025Q3: 40,968 shares; 2025Q4: 128,063 shares; 2026Q1: 128,302 shares 128,302 $17M 0.06% +239 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: 32,788 shares; 2024Q4: 32,437 shares; 2025Q1: 30,013 shares; 2025Q2: 27,098 shares; 2025Q3: 27,199 shares; 2025Q4: 31,325 shares; 2026Q1: 27,479 shares 27,479 $16.9M 0.06% -3,846 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,024 shares; 2024Q4: 55,392 shares; 2025Q1: 58,425 shares; 2025Q2: 42,672 shares; 2025Q3: 36,442 shares; 2025Q4: 38,940 shares; 2026Q1: 38,909 shares 38,909 $16.5M 0.05% -31 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: 71,222 shares; 2024Q4: 73,705 shares; 2025Q1: 66,295 shares; 2025Q2: 84,137 shares; 2025Q3: 69,256 shares; 2025Q4: 79,966 shares; 2026Q1: 82,462 shares 82,462 $16.4M 0.05% +2,496 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: 17,343 shares; 2024Q4: 16,749 shares; 2025Q1: 17,166 shares; 2025Q2: 17,682 shares; 2025Q3: 13,898 shares; 2025Q4: 12,845 shares; 2026Q1: 11,987 shares 11,987 $15.8M 0.05% -858 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: 949,462 shares; 2024Q4: 886,596 shares; 2025Q1: 744,897 shares; 2025Q2: 723,463 shares; 2025Q3: 623,612 shares; 2025Q4: 595,442 shares; 2026Q1: 542,586 shares 542,586 $15.6M 0.05% -52,856 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: 162,983 shares; 2024Q4: 164,768 shares; 2025Q1: 153,223 shares; 2025Q2: 156,555 shares; 2025Q3: 147,761 shares; 2025Q4: 158,292 shares; 2026Q1: 157,789 shares 157,789 $15.2M 0.05% -503 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: 189,318 shares; 2024Q4: 169,927 shares; 2025Q1: 160,568 shares; 2025Q2: 161,099 shares; 2025Q3: 154,154 shares; 2025Q4: 154,523 shares; 2026Q1: 154,480 shares 154,480 $15.1M 0.05% -43 Timeline INDA 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: 394,117 shares; 2024Q4: 394,825 shares; 2025Q1: 327,525 shares; 2025Q2: 351,070 shares; 2025Q3: 3,997 shares; 2025Q4: 312,466 shares; 2026Q1: 322,734 shares 322,734 $15.1M 0.05% +10,268 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: 42 shares; 2024Q4: 296,141 shares; 2025Q1: 36 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $15.1M 0.05% 0 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: not reported; 2025Q1: 110,026 shares; 2025Q2: 109,502 shares; 2025Q3: 122,227 shares; 2025Q4: 126,314 shares; 2026Q1: 121,826 shares 121,826 $15M 0.05% -4,488 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: 116,206 shares; 2024Q4: 117,674 shares; 2025Q1: 117,484 shares; 2025Q2: 116,766 shares; 2025Q3: 116,766 shares; 2025Q4: 116,904 shares; 2026Q1: 107,529 shares 107,529 $14.9M 0.05% -9,375 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: 53,356 shares; 2024Q4: 52,320 shares; 2025Q1: 47,430 shares; 2025Q2: 46,077 shares; 2025Q3: 40,992 shares; 2025Q4: 43,622 shares; 2026Q1: 43,231 shares 43,231 $14.8M 0.05% -391 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: 50,820 shares; 2024Q4: 53,316 shares; 2025Q1: 54,658 shares; 2025Q2: 50,263 shares; 2025Q3: 42,873 shares; 2025Q4: 47,160 shares; 2026Q1: 45,032 shares 45,032 $14.8M 0.05% -2,128 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: 140,812 shares; 2024Q4: 140,316 shares; 2025Q1: 139,083 shares; 2025Q2: 129,582 shares; 2025Q3: 110,373 shares; 2025Q4: 134,419 shares; 2026Q1: 129,723 shares 129,723 $14.7M 0.05% -4,696 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,453 shares; 2024Q4: 306,051 shares; 2025Q1: 299,009 shares; 2025Q2: 293,648 shares; 2025Q3: 269,246 shares; 2025Q4: 262,022 shares; 2026Q1: 260,719 shares 260,719 $14.7M 0.05% -1,303 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: 153,971 shares; 2024Q4: 145,432 shares; 2025Q1: 142,975 shares; 2025Q2: 133,314 shares; 2025Q3: 125,093 shares; 2025Q4: 117,223 shares; 2026Q1: 151,783 shares 151,783 $14.6M 0.05% +34,560 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,691 shares; 2024Q4: 294,549 shares; 2025Q1: 292,119 shares; 2025Q2: 291,458 shares; 2025Q3: 258,541 shares; 2025Q4: 252,490 shares; 2026Q1: 249,878 shares 249,878 $14.4M 0.05% -2,612 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,922 shares; 2024Q4: 312,137 shares; 2025Q1: 309,707 shares; 2025Q2: 302,403 shares; 2025Q3: 300,081 shares; 2025Q4: 301,468 shares; 2026Q1: 306,393 shares 306,393 $14.4M 0.05% +4,925 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,300 shares; 2024Q4: 173,112 shares; 2025Q1: 170,164 shares; 2025Q2: 171,546 shares; 2025Q3: 167,883 shares; 2025Q4: 170,714 shares; 2026Q1: 168,612 shares 168,612 $13.8M 0.05% -2,102 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 76,071 shares; 2025Q1: 69,186 shares; 2025Q2: 63,676 shares; 2025Q3: 58,813 shares; 2025Q4: 50,313 shares; 2026Q1: 43,234 shares 43,234 $13.8M 0.05% -7,079 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: 300,745 shares; 2024Q4: 265,060 shares; 2025Q1: 248,305 shares; 2025Q2: 235,776 shares; 2025Q3: 218,097 shares; 2025Q4: 216,093 shares; 2026Q1: 211,315 shares 211,315 $13.7M 0.04% -4,778 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,983 shares; 2024Q4: 258,899 shares; 2025Q1: 201,871 shares; 2025Q2: 198,264 shares; 2025Q3: 191,893 shares; 2025Q4: 194,667 shares; 2026Q1: 188,793 shares 188,793 $13.5M 0.04% -5,874 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,242 shares; 2024Q4: 26,161 shares; 2025Q1: 25,774 shares; 2025Q2: 26,558 shares; 2025Q3: 25,438 shares; 2025Q4: 27,215 shares; 2026Q1: 27,010 shares 27,010 $13.3M 0.04% -205 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: 72,137 shares; 2024Q4: 70,526 shares; 2025Q1: 69,972 shares; 2025Q2: 68,424 shares; 2025Q3: 59,833 shares; 2025Q4: 61,960 shares; 2026Q1: 62,337 shares 62,337 $12.9M 0.04% +377 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: 145,921 shares; 2024Q4: 153,556 shares; 2025Q1: 149,193 shares; 2025Q2: 153,209 shares; 2025Q3: 134,126 shares; 2025Q4: 143,525 shares; 2026Q1: 142,909 shares 142,909 $12.9M 0.04% -616 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,003 shares; 2024Q4: 116,804 shares; 2025Q1: 108,967 shares; 2025Q2: 102,980 shares; 2025Q3: 96,164 shares; 2025Q4: 96,378 shares; 2026Q1: 94,180 shares 94,180 $12.9M 0.04% -2,198 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,098 shares; 2024Q4: 128,482 shares; 2025Q1: 128,378 shares; 2025Q2: 128,378 shares; 2025Q3: 128,427 shares; 2025Q4: 128,378 shares; 2026Q1: 128,378 shares 128,378 $12.8M 0.04% 0 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: 85,413 shares; 2024Q4: 87,085 shares; 2025Q1: 85,801 shares; 2025Q2: 76,488 shares; 2025Q3: 73,094 shares; 2025Q4: 75,927 shares; 2026Q1: 75,892 shares 75,892 $12.8M 0.04% -35 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: 102,662 shares; 2024Q4: 104,060 shares; 2025Q1: 112,678 shares; 2025Q2: 110,581 shares; 2025Q3: 110,709 shares; 2025Q4: 118,319 shares; 2026Q1: 106,822 shares 106,822 $12.7M 0.04% -11,497 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,376 shares; 2024Q4: 171,998 shares; 2025Q1: 154,441 shares; 2025Q2: 116,060 shares; 2025Q3: 109,506 shares; 2025Q4: 108,465 shares; 2026Q1: 104,390 shares 104,390 $12.5M 0.04% -4,075 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,626 shares; 2024Q4: 81,578 shares; 2025Q1: 76,872 shares; 2025Q2: 76,699 shares; 2025Q3: 54,746 shares; 2025Q4: 55,755 shares; 2026Q1: 53,785 shares 53,785 $12.4M 0.04% -1,970 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: 55,010 shares; 2024Q4: 54,987 shares; 2025Q1: 60,297 shares; 2025Q2: 60,434 shares; 2025Q3: 90,748 shares; 2025Q4: 88,451 shares; 2026Q1: 84,834 shares 84,834 $12.4M 0.04% -3,617 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,904 shares; 2024Q4: 81,382 shares; 2025Q1: 79,358 shares; 2025Q2: 79,604 shares; 2025Q3: 75,765 shares; 2025Q4: 80,266 shares; 2026Q1: 78,920 shares 78,920 $12.3M 0.04% -1,346 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: 45,632 shares; 2024Q4: 43,360 shares; 2025Q1: 39,886 shares; 2025Q2: 34,765 shares; 2025Q3: 30,266 shares; 2025Q4: 29,614 shares; 2026Q1: 27,437 shares 27,437 $12.2M 0.04% -2,177 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: 11,006 shares; 2024Q4: 10,851 shares; 2025Q1: 10,438 shares; 2025Q2: 10,325 shares; 2025Q3: 9,483 shares; 2025Q4: 10,447 shares; 2026Q1: 11,144 shares 11,144 $12.2M 0.04% +697 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,143 shares; 2024Q4: 60,168 shares; 2025Q1: 58,524 shares; 2025Q2: 59,018 shares; 2025Q3: 55,833 shares; 2025Q4: 57,344 shares; 2026Q1: 57,104 shares 57,104 $12.1M 0.04% -240 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: 529,998 shares; 2024Q4: 496,701 shares; 2025Q1: 194,608 shares; 2025Q2: 182,123 shares; 2025Q3: 133,877 shares; 2025Q4: 128,551 shares; 2026Q1: 122,675 shares 122,675 $12.1M 0.04% -5,876 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,062 shares; 2024Q4: 48,379 shares; 2025Q1: 44,645 shares; 2025Q2: 43,842 shares; 2025Q3: 41,220 shares; 2025Q4: 41,538 shares; 2026Q1: 36,797 shares 36,797 $12M 0.04% -4,741 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,713 shares; 2024Q4: 65,898 shares; 2025Q1: 79,700 shares; 2025Q2: 88,830 shares; 2025Q3: 87,882 shares; 2025Q4: 118,032 shares; 2026Q1: 112,089 shares 112,089 $11.9M 0.04% -5,943 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 10,853 shares; 2025Q1: 10,111 shares; 2025Q2: 146,014 shares; 2025Q3: 130,059 shares; 2025Q4: 141,674 shares; 2026Q1: 129,024 shares 129,024 $11.9M 0.04% -12,650 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: 65,323 shares; 2024Q4: 62,577 shares; 2025Q1: 59,310 shares; 2025Q2: 56,016 shares; 2025Q3: 48,291 shares; 2025Q4: 58,647 shares; 2026Q1: 59,165 shares 59,165 $11.7M 0.04% +518 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: 58,840 shares; 2024Q4: 50,637 shares; 2025Q1: 47,369 shares; 2025Q2: 46,836 shares; 2025Q3: 43,085 shares; 2025Q4: 45,031 shares; 2026Q1: 45,037 shares 45,037 $11.7M 0.04% +6 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,858 shares; 2024Q4: 443,100 shares; 2025Q1: 400,918 shares; 2025Q2: 374,825 shares; 2025Q3: 333,190 shares; 2025Q4: 372,066 shares; 2026Q1: 154,049 shares 154,049 $11.6M 0.04% -218,017 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,817 shares; 2024Q4: 123,050 shares; 2025Q1: 117,815 shares; 2025Q2: 117,564 shares; 2025Q3: 112,018 shares; 2025Q4: 115,966 shares; 2026Q1: 124,576 shares 124,576 $11.5M 0.04% +8,610 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,984 shares; 2024Q4: 187,161 shares; 2025Q1: 180,230 shares; 2025Q2: 157,575 shares; 2025Q3: 153,085 shares; 2025Q4: 148,063 shares; 2026Q1: 147,312 shares 147,312 $11.4M 0.04% -751 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: 19,726 shares; 2024Q4: 19,099 shares; 2025Q1: 15,761 shares; 2025Q2: 16,675 shares; 2025Q3: 16,231 shares; 2025Q4: 16,160 shares; 2026Q1: 16,526 shares 16,526 $11.3M 0.04% +366 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: 11,442 shares; 2024Q4: 11,937 shares; 2025Q1: 12,193 shares; 2025Q2: 12,474 shares; 2025Q3: 29,955 shares; 2025Q4: 29,649 shares; 2026Q1: 28,657 shares 28,657 $11.2M 0.04% -992 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: 308,751 shares; 2024Q4: 296,054 shares; 2025Q1: 281,629 shares; 2025Q2: 251,427 shares; 2025Q3: 222,851 shares; 2025Q4: 221,389 shares; 2026Q1: 212,451 shares 212,451 $11.2M 0.04% -8,938 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,941 shares; 2024Q4: 57,760 shares; 2025Q1: 56,842 shares; 2025Q2: 57,671 shares; 2025Q3: 25,071 shares; 2025Q4: 59,493 shares; 2026Q1: 59,794 shares 59,794 $11.2M 0.04% +301 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: 152,056 shares; 2024Q4: 156,073 shares; 2025Q1: 149,965 shares; 2025Q2: 143,131 shares; 2025Q3: 131,491 shares; 2025Q4: 145,217 shares; 2026Q1: 179,487 shares 179,487 $11.1M 0.04% +34,270 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: 18,410 shares; 2024Q4: 18,332 shares; 2025Q1: 16,201 shares; 2025Q2: 19,223 shares; 2025Q3: 18,186 shares; 2025Q4: 20,420 shares; 2026Q1: 25,543 shares 25,543 $11.1M 0.04% +5,123 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 37,837 shares; 2025Q1: 38,029 shares; 2025Q2: 67,247 shares; 2025Q3: 63,847 shares; 2025Q4: 63,642 shares; 2026Q1: 60,347 shares 60,347 $10.9M 0.04% -3,295 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: 31,695 shares; 2024Q4: 33,577 shares; 2025Q1: 31,759 shares; 2025Q2: 29,445 shares; 2025Q3: 24,558 shares; 2025Q4: 42,975 shares; 2026Q1: 47,453 shares 47,453 $10.9M 0.04% +4,478 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,725 shares; 2025Q1: 3,791 shares; 2025Q2: 3,605 shares; 2025Q3: 3,087 shares; 2025Q4: 3,288 shares; 2026Q1: 3,238 shares 3,238 $10.9M 0.04% -50 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,916 shares; 2024Q4: 268,116 shares; 2025Q1: 270,566 shares; 2025Q2: 271,359 shares; 2025Q3: 238,547 shares; 2025Q4: 218,034 shares; 2026Q1: 219,314 shares 219,314 $10.9M 0.04% +1,280 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: 129,312 shares; 2024Q4: 124,017 shares; 2025Q1: 120,676 shares; 2025Q2: 119,257 shares; 2025Q3: 115,998 shares; 2025Q4: 117,634 shares; 2026Q1: 116,295 shares 116,295 $10.9M 0.04% -1,339 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: 26,991 shares; 2024Q4: 26,333 shares; 2025Q1: 25,288 shares; 2025Q2: 25,157 shares; 2025Q3: 22,967 shares; 2025Q4: 20,837 shares; 2026Q1: 22,374 shares 22,374 $10.8M 0.04% +1,537 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 37,368 shares; 2025Q1: 34,817 shares; 2025Q2: 34,685 shares; 2025Q3: 26,329 shares; 2025Q4: 27,775 shares; 2026Q1: 27,203 shares 27,203 $10.8M 0.04% -572 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,131 shares; 2024Q4: 53,369 shares; 2025Q1: 51,488 shares; 2025Q2: 50,526 shares; 2025Q3: 45,429 shares; 2025Q4: 41,085 shares; 2026Q1: 40,168 shares 40,168 $10.7M 0.04% -917 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: 102,018 shares; 2024Q4: 102,222 shares; 2025Q1: 102,361 shares; 2025Q2: 102,044 shares; 2025Q3: 94,618 shares; 2025Q4: 100,287 shares; 2026Q1: 97,252 shares 97,252 $10.7M 0.03% -3,035 Timeline EDIV 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: 314,153 shares; 2024Q4: 313,399 shares; 2025Q1: 311,255 shares; 2025Q2: 273,046 shares; 2025Q3: 273,046 shares; 2025Q4: 270,846 shares; 2026Q1: 268,363 shares 268,363 $10.6M 0.03% -2,483 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: 52,699 shares; 2024Q4: 59,689 shares; 2025Q1: 49,396 shares; 2025Q2: 58,070 shares; 2025Q3: 55,036 shares; 2025Q4: 49,517 shares; 2026Q1: 48,694 shares 48,694 $10.6M 0.03% -823 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: 292,784 shares; 2024Q4: 198,301 shares; 2025Q1: 181,289 shares; 2025Q2: 164,643 shares; 2025Q3: 137,825 shares; 2025Q4: 151,768 shares; 2026Q1: 146,823 shares 146,823 $10.5M 0.03% -4,945 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: 24,012 shares; 2024Q4: 23,685 shares; 2025Q1: 22,365 shares; 2025Q2: 20,630 shares; 2025Q3: 23,230 shares; 2025Q4: 23,245 shares; 2026Q1: 22,589 shares 22,589 $10.5M 0.03% -656 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: 248,036 shares; 2024Q4: 244,868 shares; 2025Q1: 180,580 shares; 2025Q2: 124,947 shares; 2025Q3: 105,113 shares; 2025Q4: 95,078 shares; 2026Q1: 89,519 shares 89,519 $10.3M 0.03% -5,559 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: 35,911 shares; 2024Q4: 36,936 shares; 2025Q1: 41,242 shares; 2025Q2: 40,144 shares; 2025Q3: 35,255 shares; 2025Q4: 37,960 shares; 2026Q1: 40,930 shares 40,930 $10.3M 0.03% +2,970 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: 42,051 shares; 2024Q4: 41,816 shares; 2025Q1: 55,406 shares; 2025Q2: 63,772 shares; 2025Q3: 59,137 shares; 2025Q4: 81,082 shares; 2026Q1: 85,483 shares 85,483 $10.1M 0.03% +4,401 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,078 shares; 2024Q4: 41,866 shares; 2025Q1: 38,494 shares; 2025Q2: 40,034 shares; 2025Q3: 42,247 shares; 2025Q4: 52,823 shares; 2026Q1: 55,732 shares 55,732 $10M 0.03% +2,909 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,301 shares; 2024Q4: 85,900 shares; 2025Q1: 83,740 shares; 2025Q2: 79,510 shares; 2025Q3: 75,474 shares; 2025Q4: 78,879 shares; 2026Q1: 78,935 shares 78,935 $9.99M 0.03% +56 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,776 shares; 2024Q4: 115,454 shares; 2025Q1: 117,004 shares; 2025Q2: 119,757 shares; 2025Q3: 120,239 shares; 2025Q4: 120,296 shares; 2026Q1: 120,532 shares 120,532 $9.94M 0.03% +236 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: 11,743 shares; 2024Q4: 18,104 shares; 2025Q1: 15,292 shares; 2025Q2: 14,441 shares; 2025Q3: 12,812 shares; 2025Q4: 13,498 shares; 2026Q1: 13,760 shares 13,760 $9.67M 0.03% +262 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: 184,543 shares; 2024Q4: 181,174 shares; 2025Q1: 170,853 shares; 2025Q2: 175,555 shares; 2025Q3: 160,112 shares; 2025Q4: 183,038 shares; 2026Q1: 210,159 shares 210,159 $9.66M 0.03% +27,121 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,302 shares; 2024Q4: 137,982 shares; 2025Q1: 136,916 shares; 2025Q2: 137,224 shares; 2025Q3: 128,063 shares; 2025Q4: 128,044 shares; 2026Q1: 122,424 shares 122,424 $9.6M 0.03% -5,620 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: 191,058 shares; 2024Q4: 201,803 shares; 2025Q1: 195,676 shares; 2025Q2: 194,981 shares; 2025Q3: 174,067 shares; 2025Q4: 179,259 shares; 2026Q1: 167,986 shares 167,986 $9.5M 0.03% -11,273 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,016 shares; 2024Q4: 92,371 shares; 2025Q1: 93,629 shares; 2025Q2: 89,277 shares; 2025Q3: 73,416 shares; 2025Q4: 78,211 shares; 2026Q1: 78,393 shares 78,393 $9.3M 0.03% +182 Timeline GNR 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: 121,445 shares; 2024Q4: 121,431 shares; 2025Q1: 121,431 shares; 2025Q2: 121,431 shares; 2025Q3: 3,951 shares; 2025Q4: 123,251 shares; 2026Q1: 123,251 shares 123,251 $9.2M 0.03% 0 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: 108,949 shares; 2024Q4: 108,021 shares; 2025Q1: 106,687 shares; 2025Q2: 105,348 shares; 2025Q3: 112,078 shares; 2025Q4: 112,145 shares; 2026Q1: 99,854 shares 99,854 $9M 0.03% -12,291 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,770 shares; 2024Q4: 178,844 shares; 2025Q1: 186,722 shares; 2025Q2: 180,383 shares; 2025Q3: 164,379 shares; 2025Q4: 172,849 shares; 2026Q1: 173,111 shares 173,111 $8.9M 0.03% +262 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: 31,189 shares; 2024Q4: 31,690 shares; 2025Q1: 36,229 shares; 2025Q2: 35,266 shares; 2025Q3: 27,517 shares; 2025Q4: 31,206 shares; 2026Q1: 31,699 shares 31,699 $8.85M 0.03% +493 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: 36,771 shares; 2024Q4: 39,265 shares; 2025Q1: 36,759 shares; 2025Q2: 37,524 shares; 2025Q3: 27,600 shares; 2025Q4: 42,857 shares; 2026Q1: 42,081 shares 42,081 $8.84M 0.03% -776 Timeline DOL 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: 148,626 shares; 2024Q4: 148,281 shares; 2025Q1: 150,828 shares; 2025Q2: 158,682 shares; 2025Q3: 158,977 shares; 2025Q4: 129,015 shares; 2026Q1: 129,068 shares 129,068 $8.77M 0.03% +53 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,162 shares; 2024Q4: 77,586 shares; 2025Q1: 72,484 shares; 2025Q2: 67,206 shares; 2025Q3: 46,549 shares; 2025Q4: 56,567 shares; 2026Q1: 46,083 shares 46,083 $8.51M 0.03% -10,484 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,369 shares; 2024Q4: 20,999 shares; 2025Q1: 18,833 shares; 2025Q2: 20,173 shares; 2025Q3: 18,797 shares; 2025Q4: 28,405 shares; 2026Q1: 27,901 shares 27,901 $8.48M 0.03% -504 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: 88,215 shares; 2024Q4: 87,062 shares; 2025Q1: 85,195 shares; 2025Q2: 86,327 shares; 2025Q3: 58,861 shares; 2025Q4: 83,551 shares; 2026Q1: 82,770 shares 82,770 $8.45M 0.03% -781 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,014 shares; 2024Q4: 32,014 shares; 2025Q1: 32,014 shares; 2025Q2: 34,268 shares; 2025Q3: 34,628 shares; 2025Q4: 28,230 shares; 2026Q1: 28,230 shares 28,230 $8.33M 0.03% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,343 shares; 2024Q4: 487,645 shares; 2025Q1: 440,153 shares; 2025Q2: 442,102 shares; 2025Q3: 436,454 shares; 2025Q4: 389,632 shares; 2026Q1: 373,775 shares 373,775 $8.23M 0.03% -15,857 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,080 shares; 2024Q4: 637,513 shares; 2025Q1: 629,238 shares; 2025Q2: 611,471 shares; 2025Q3: 643,234 shares; 2025Q4: 497,237 shares; 2026Q1: 504,996 shares 504,996 $8.17M 0.03% +7,759 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: 122,969 shares; 2024Q4: 128,029 shares; 2025Q1: 118,243 shares; 2025Q2: 121,928 shares; 2025Q3: 39,433 shares; 2025Q4: 130,918 shares; 2026Q1: 133,059 shares 133,059 $8.14M 0.03% +2,141 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,339 shares; 2024Q4: 88,607 shares; 2025Q1: 99,162 shares; 2025Q2: 98,662 shares; 2025Q3: 101,514 shares; 2025Q4: 105,340 shares; 2026Q1: 107,650 shares 107,650 $8.1M 0.03% +2,310 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: 46,689 shares; 2024Q4: 47,877 shares; 2025Q1: 41,874 shares; 2025Q2: 41,033 shares; 2025Q3: 35,022 shares; 2025Q4: 48,597 shares; 2026Q1: 50,813 shares 50,813 $7.99M 0.03% +2,216 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: 189,896 shares; 2024Q4: 158,266 shares; 2025Q1: 141,793 shares; 2025Q2: 132,924 shares; 2025Q3: 100,730 shares; 2025Q4: 96,455 shares; 2026Q1: 86,002 shares 86,002 $7.98M 0.03% -10,453 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,039 shares; 2024Q4: 355,899 shares; 2025Q1: 341,392 shares; 2025Q2: 337,952 shares; 2025Q3: 239,321 shares; 2025Q4: 318,884 shares; 2026Q1: 307,917 shares 307,917 $7.97M 0.03% -10,967 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,590 shares; 2024Q4: 29,245 shares; 2025Q1: 30,854 shares; 2025Q2: 29,474 shares; 2025Q3: 25,778 shares; 2025Q4: 26,503 shares; 2026Q1: 24,572 shares 24,572 $7.93M 0.03% -1,931 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,102 shares; 2024Q4: 55,001 shares; 2025Q1: 53,439 shares; 2025Q2: 48,011 shares; 2025Q3: 49,289 shares; 2025Q4: 48,588 shares; 2026Q1: 50,442 shares 50,442 $7.93M 0.03% +1,854 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,623 shares; 2024Q4: 59,465 shares; 2025Q1: 58,420 shares; 2025Q2: 58,087 shares; 2025Q3: 57,189 shares; 2025Q4: 57,622 shares; 2026Q1: 58,084 shares 58,084 $7.86M 0.03% +462 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,034 shares; 2024Q4: 51,639 shares; 2025Q1: 51,127 shares; 2025Q2: 46,041 shares; 2025Q3: 38,425 shares; 2025Q4: 36,931 shares; 2026Q1: 34,927 shares 34,927 $7.84M 0.03% -2,004 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: 69,170 shares; 2024Q4: 63,505 shares; 2025Q1: 59,463 shares; 2025Q2: 61,774 shares; 2025Q3: 58,009 shares; 2025Q4: 71,191 shares; 2026Q1: 71,512 shares 71,512 $7.74M 0.03% +321 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: 87,005 shares; 2024Q4: 94,422 shares; 2025Q1: 89,212 shares; 2025Q2: 81,645 shares; 2025Q3: 75,503 shares; 2025Q4: 74,144 shares; 2026Q1: 78,070 shares 78,070 $7.73M 0.03% +3,926 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,897 shares; 2024Q4: 267,361 shares; 2025Q1: 253,980 shares; 2025Q2: 251,725 shares; 2025Q3: 223,701 shares; 2025Q4: 60,797 shares; 2026Q1: 47,306 shares 47,306 $7.73M 0.03% -13,491 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: 48,196 shares; 2024Q4: 47,887 shares; 2025Q1: 47,811 shares; 2025Q2: 47,765 shares; 2025Q3: 47,170 shares; 2025Q4: 47,606 shares; 2026Q1: 47,742 shares 47,742 $7.72M 0.03% +136 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: 33,349 shares; 2024Q4: 34,809 shares; 2025Q1: 28,316 shares; 2025Q2: 30,189 shares; 2025Q3: 26,442 shares; 2025Q4: 33,676 shares; 2026Q1: 31,470 shares 31,470 $7.68M 0.03% -2,206 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,541 shares; 2024Q4: 37,486 shares; 2025Q1: 37,492 shares; 2025Q2: 37,714 shares; 2025Q3: 37,787 shares; 2025Q4: 38,036 shares; 2026Q1: 37,938 shares 37,938 $7.59M 0.02% -98 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,468 shares; 2024Q4: 31,823 shares; 2025Q1: 36,507 shares; 2025Q2: 35,408 shares; 2025Q3: 34,795 shares; 2025Q4: 35,751 shares; 2026Q1: 35,915 shares 35,915 $7.47M 0.02% +164 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 37,529 shares; 2025Q1: 35,343 shares; 2025Q2: 31,419 shares; 2025Q3: 28,678 shares; 2025Q4: 30,237 shares; 2026Q1: 26,819 shares 26,819 $7.45M 0.02% -3,418 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: 27,676 shares; 2024Q4: 24,478 shares; 2025Q1: 22,895 shares; 2025Q2: 22,417 shares; 2025Q3: 20,755 shares; 2025Q4: 20,765 shares; 2026Q1: 20,476 shares 20,476 $7.44M 0.02% -289 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,696 shares; 2024Q4: 154,946 shares; 2025Q1: 147,069 shares; 2025Q2: 161,477 shares; 2025Q3: 155,020 shares; 2025Q4: 147,775 shares; 2026Q1: 146,460 shares 146,460 $7.42M 0.02% -1,315 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,427 shares; 2024Q4: 19,837 shares; 2025Q1: 17,372 shares; 2025Q2: 16,831 shares; 2025Q3: 14,290 shares; 2025Q4: 14,345 shares; 2026Q1: 12,495 shares 12,495 $7.36M 0.02% -1,850 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,505 shares; 2024Q4: 73,103 shares; 2025Q1: 64,646 shares; 2025Q2: 64,876 shares; 2025Q3: 57,930 shares; 2025Q4: 64,790 shares; 2026Q1: 88,464 shares 88,464 $7.33M 0.02% +23,674 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,228 shares; 2024Q4: 291,764 shares; 2025Q1: 280,806 shares; 2025Q2: 298,111 shares; 2025Q3: 137,409 shares; 2025Q4: 191,650 shares; 2026Q1: 183,597 shares 183,597 $7.17M 0.02% -8,053 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: 29,348 shares; 2024Q4: 29,695 shares; 2025Q1: 30,777 shares; 2025Q2: 30,711 shares; 2025Q3: 31,551 shares; 2025Q4: 29,297 shares; 2026Q1: 24,825 shares 24,825 $7.13M 0.02% -4,472 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,007 shares; 2024Q4: 201,778 shares; 2025Q1: 195,108 shares; 2025Q2: 199,365 shares; 2025Q3: 190,859 shares; 2025Q4: 208,274 shares; 2026Q1: 189,647 shares 189,647 $7.06M 0.02% -18,627 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 34,249 shares; 2025Q1: 33,580 shares; 2025Q2: 33,552 shares; 2025Q3: 33,567 shares; 2025Q4: 33,654 shares; 2026Q1: 33,307 shares 33,307 $6.96M 0.02% -347 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,963 shares; 2024Q4: 24,996 shares; 2025Q1: 22,294 shares; 2025Q2: 15,759 shares; 2025Q3: 13,417 shares; 2025Q4: 13,209 shares; 2026Q1: 11,495 shares 11,495 $6.95M 0.02% -1,714 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 58,806 shares; 2025Q1: 55,772 shares; 2025Q2: 61,062 shares; 2025Q3: 55,149 shares; 2025Q4: 58,370 shares; 2026Q1: 60,960 shares 60,960 $6.9M 0.02% +2,590 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,764 shares; 2024Q4: 36,475 shares; 2025Q1: 41,722 shares; 2025Q2: 42,804 shares; 2025Q3: 39,683 shares; 2025Q4: 44,908 shares; 2026Q1: 45,536 shares 45,536 $6.85M 0.02% +628 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,530 shares; 2024Q4: 81,125 shares; 2025Q1: 77,888 shares; 2025Q2: 64,609 shares; 2025Q3: 47,112 shares; 2025Q4: 45,033 shares; 2026Q1: 39,416 shares 39,416 $6.82M 0.02% -5,617 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: 35,950 shares; 2024Q4: 35,618 shares; 2025Q1: 35,243 shares; 2025Q2: 34,667 shares; 2025Q3: 30,037 shares; 2025Q4: 33,907 shares; 2026Q1: 34,337 shares 34,337 $6.73M 0.02% +430 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: 4,745 shares; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 6,738 shares; 2026Q1: 10,565 shares 10,565 $6.71M 0.02% +3,827 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: 106,127 shares; 2024Q4: 112,083 shares; 2025Q1: 101,763 shares; 2025Q2: 108,464 shares; 2025Q3: 80,899 shares; 2025Q4: 103,113 shares; 2026Q1: 106,310 shares 106,310 $6.67M 0.02% +3,197 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: 7,270 shares; 2024Q4: 6,831 shares; 2025Q1: 5,958 shares; 2025Q2: 5,966 shares; 2025Q3: 5,111 shares; 2025Q4: 5,860 shares; 2026Q1: 5,721 shares 5,721 $6.63M 0.02% -139 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: 83,048 shares; 2024Q4: 82,528 shares; 2025Q1: 79,670 shares; 2025Q2: 75,500 shares; 2025Q3: 64,974 shares; 2025Q4: 69,360 shares; 2026Q1: 67,302 shares 67,302 $6.57M 0.02% -2,058 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,216 shares; 2024Q4: 313,266 shares; 2025Q1: 312,318 shares; 2025Q2: 317,600 shares; 2025Q3: 315,349 shares; 2025Q4: 317,375 shares; 2026Q1: 315,717 shares 315,717 $6.54M 0.02% -1,658 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 13,490 shares; 2025Q1: 12,194 shares; 2025Q2: 11,965 shares; 2025Q3: 10,201 shares; 2025Q4: 11,845 shares; 2026Q1: 11,757 shares 11,757 $6.45M 0.02% -88 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: 83,108 shares; 2024Q4: 75,503 shares; 2025Q1: 71,243 shares; 2025Q2: 69,559 shares; 2025Q3: 57,604 shares; 2025Q4: 49,323 shares; 2026Q1: 48,490 shares 48,490 $6.42M 0.02% -833 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,385 shares; 2024Q4: 63,284 shares; 2025Q1: 65,966 shares; 2025Q2: 65,715 shares; 2025Q3: 66,307 shares; 2025Q4: 69,422 shares; 2026Q1: 68,046 shares 68,046 $6.35M 0.02% -1,376 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 32,435 shares; 2025Q1: 32,964 shares; 2025Q2: 22,269 shares; 2025Q3: 21,945 shares; 2025Q4: 22,814 shares; 2026Q1: 21,694 shares 21,694 $6.31M 0.02% -1,120 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,032 shares; 2024Q4: 82,281 shares; 2025Q1: 80,518 shares; 2025Q2: 83,642 shares; 2025Q3: 37,867 shares; 2025Q4: 79,887 shares; 2026Q1: 77,152 shares 77,152 $6.31M 0.02% -2,735 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,090 shares; 2024Q4: 572,209 shares; 2025Q1: 527,275 shares; 2025Q2: 512,230 shares; 2025Q3: 535,240 shares; 2025Q4: 394,002 shares; 2026Q1: 401,131 shares 401,131 $6.28M 0.02% +7,129 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: 95,970 shares; 2024Q4: 97,492 shares; 2025Q1: 92,729 shares; 2025Q2: 106,715 shares; 2025Q3: 68,719 shares; 2025Q4: 87,750 shares; 2026Q1: 85,910 shares 85,910 $6.25M 0.02% -1,840 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 47,899 shares; 2025Q1: 54,922 shares; 2025Q2: 63,373 shares; 2025Q3: 70,121 shares; 2025Q4: 42,084 shares; 2026Q1: 45,973 shares 45,973 $6.23M 0.02% +3,889 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 15,592 shares; 2025Q1: 16,627 shares; 2025Q2: 20,254 shares; 2025Q3: 16,342 shares; 2025Q4: 19,393 shares; 2026Q1: 19,710 shares 19,710 $6.19M 0.02% +317 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,805 shares; 2024Q4: 50,906 shares; 2025Q1: 53,205 shares; 2025Q2: 54,489 shares; 2025Q3: 58,817 shares; 2025Q4: 60,885 shares; 2026Q1: 105,695 shares 105,695 $6.18M 0.02% +44,810 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: 174,368 shares; 2024Q4: 182,179 shares; 2025Q1: 399,366 shares; 2025Q2: 464,936 shares; 2025Q3: 291,041 shares; 2025Q4: 321,471 shares; 2026Q1: 317,951 shares 317,951 $6.14M 0.02% -3,520 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,166 shares; 2024Q4: 46,868 shares; 2025Q1: 47,255 shares; 2025Q2: 44,395 shares; 2025Q3: 40,472 shares; 2025Q4: 45,104 shares; 2026Q1: 45,261 shares 45,261 $6.12M 0.02% +157 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: 46,495 shares; 2024Q4: 45,359 shares; 2025Q1: 46,639 shares; 2025Q2: 39,229 shares; 2025Q3: 30,665 shares; 2025Q4: 34,279 shares; 2026Q1: 35,273 shares 35,273 $6.12M 0.02% +994 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: 18,867 shares; 2024Q4: 18,526 shares; 2025Q1: 18,364 shares; 2025Q2: 17,683 shares; 2025Q3: 12,324 shares; 2025Q4: 14,732 shares; 2026Q1: 13,660 shares 13,660 $6.1M 0.02% -1,072 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,136 shares; 2024Q4: 65,249 shares; 2025Q1: 60,330 shares; 2025Q2: 58,222 shares; 2025Q3: 52,085 shares; 2025Q4: 48,704 shares; 2026Q1: 44,781 shares 44,781 $6.09M 0.02% -3,923 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,165 shares; 2024Q4: 73,353 shares; 2025Q1: 74,687 shares; 2025Q2: 74,168 shares; 2025Q3: 66,327 shares; 2025Q4: 64,571 shares; 2026Q1: 63,137 shares 63,137 $6.06M 0.02% -1,434 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: 126,614 shares; 2024Q4: 88,852 shares; 2025Q1: 89,346 shares; 2025Q2: 75,660 shares; 2025Q3: 71,050 shares; 2025Q4: 65,017 shares; 2026Q1: 55,547 shares 55,547 $6.05M 0.02% -9,470 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: 40,999 shares; 2024Q4: 35,294 shares; 2025Q1: 30,203 shares; 2025Q2: 27,933 shares; 2025Q3: 25,378 shares; 2025Q4: 18,774 shares; 2026Q1: 16,925 shares 16,925 $5.99M 0.02% -1,849 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: 31,782 shares; 2024Q4: 30,038 shares; 2025Q1: 27,382 shares; 2025Q2: 25,420 shares; 2025Q3: 19,385 shares; 2025Q4: 21,931 shares; 2026Q1: 20,165 shares 20,165 $5.9M 0.02% -1,766 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,565 shares; 2024Q4: 244,436 shares; 2025Q1: 246,494 shares; 2025Q2: 272,776 shares; 2025Q3: 266,808 shares; 2025Q4: 270,965 shares; 2026Q1: 240,057 shares 240,057 $5.86M 0.02% -30,908 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,651 shares; 2024Q4: 66,126 shares; 2025Q1: 66,375 shares; 2025Q2: 67,547 shares; 2025Q3: 66,811 shares; 2025Q4: 67,443 shares; 2026Q1: 68,905 shares 68,905 $5.83M 0.02% +1,462 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: 29,083 shares; 2024Q4: 28,513 shares; 2025Q1: 26,900 shares; 2025Q2: 26,351 shares; 2025Q3: 23,566 shares; 2025Q4: 26,368 shares; 2026Q1: 26,595 shares 26,595 $5.82M 0.02% +227 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: 23,179 shares; 2024Q4: 23,253 shares; 2025Q1: 37,461 shares; 2025Q2: 36,674 shares; 2025Q3: 36,108 shares; 2025Q4: 125,996 shares; 2026Q1: 75,501 shares 75,501 $5.82M 0.02% -50,495 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,174 shares; 2024Q4: 39,069 shares; 2025Q1: 36,179 shares; 2025Q2: 35,660 shares; 2025Q3: 28,566 shares; 2025Q4: 29,861 shares; 2026Q1: 28,502 shares 28,502 $5.81M 0.02% -1,359 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,542 shares; 2024Q4: 74,580 shares; 2025Q1: 69,280 shares; 2025Q2: 70,274 shares; 2025Q3: 69,994 shares; 2025Q4: 70,700 shares; 2026Q1: 71,078 shares 71,078 $5.8M 0.02% +378 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,120 shares; 2024Q4: 53,624 shares; 2025Q1: 51,268 shares; 2025Q2: 50,153 shares; 2025Q3: 48,570 shares; 2025Q4: 41,364 shares; 2026Q1: 33,265 shares 33,265 $5.7M 0.02% -8,099 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,605 shares; 2025Q1: 10,148 shares; 2025Q2: 11,370 shares; 2025Q3: 13,940 shares; 2025Q4: 15,152 shares; 2026Q1: 14,252 shares 14,252 $5.65M 0.02% -900 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: 108,232 shares; 2024Q4: 101,233 shares; 2025Q1: 95,502 shares; 2025Q2: 194,197 shares; 2025Q3: 171,257 shares; 2025Q4: 127,920 shares; 2026Q1: 121,121 shares 121,121 $5.62M 0.02% -6,799 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,229 shares; 2025Q1: 11,614 shares; 2025Q2: 9,907 shares; 2025Q3: 8,838 shares; 2025Q4: 9,995 shares; 2026Q1: 10,419 shares 10,419 $5.62M 0.02% +424 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: 29,399 shares; 2024Q4: 30,610 shares; 2025Q1: 33,988 shares; 2025Q2: 63,576 shares; 2025Q3: 62,631 shares; 2025Q4: 62,927 shares; 2026Q1: 70,627 shares 70,627 $5.6M 0.02% +7,700 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 33,479 shares; 2025Q1: 31,264 shares; 2025Q2: 29,274 shares; 2025Q3: 20,421 shares; 2025Q4: 25,290 shares; 2026Q1: 22,247 shares 22,247 $5.58M 0.02% -3,043 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,284 shares; 2024Q4: 38,584 shares; 2025Q1: 39,553 shares; 2025Q2: 44,550 shares; 2025Q3: 36,434 shares; 2025Q4: 32,942 shares; 2026Q1: 25,395 shares 25,395 $5.5M 0.02% -7,547 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 25,262 shares; 2025Q1: 19,732 shares; 2025Q2: 20,670 shares; 2025Q3: 19,196 shares; 2025Q4: 24,416 shares; 2026Q1: 22,773 shares 22,773 $5.45M 0.02% -1,643 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: 5,380 shares; 2024Q4: 5,328 shares; 2025Q1: 5,066 shares; 2025Q2: 4,831 shares; 2025Q3: 4,124 shares; 2025Q4: 4,085 shares; 2026Q1: 3,939 shares 3,939 $5.43M 0.02% -146 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,118 shares; 2025Q1: 6,170 shares; 2025Q2: 13,895 shares; 2025Q3: 16,262 shares; 2025Q4: 18,033 shares; 2026Q1: 17,263 shares 17,263 $5.43M 0.02% -770 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,922 shares; 2024Q4: 21,757 shares; 2025Q1: 20,528 shares; 2025Q2: 19,925 shares; 2025Q3: 4,676 shares; 2025Q4: 19,647 shares; 2026Q1: 19,933 shares 19,933 $5.4M 0.02% +286 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,460 shares; 2024Q4: 141,654 shares; 2025Q1: 142,089 shares; 2025Q2: 139,313 shares; 2025Q3: 114,104 shares; 2025Q4: 96,603 shares; 2026Q1: 96,094 shares 96,094 $5.36M 0.02% -509 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,675 shares; 2024Q4: 530,503 shares; 2025Q1: 478,230 shares; 2025Q2: 426,160 shares; 2025Q3: 373,955 shares; 2025Q4: 350,181 shares; 2026Q1: 314,324 shares 314,324 $5.33M 0.02% -35,857 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: 27,577 shares; 2024Q4: 27,268 shares; 2025Q1: 23,073 shares; 2025Q2: 22,972 shares; 2025Q3: 21,575 shares; 2025Q4: 26,541 shares; 2026Q1: 29,218 shares 29,218 $5.33M 0.02% +2,677 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,287 shares; 2024Q4: 39,590 shares; 2025Q1: 38,313 shares; 2025Q2: 22,291 shares; 2025Q3: 21,323 shares; 2025Q4: 21,913 shares; 2026Q1: 21,138 shares 21,138 $5.26M 0.02% -775 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: 44,925 shares; 2024Q4: 134,415 shares; 2025Q1: 133,839 shares; 2025Q2: 133,839 shares; 2025Q3: 137,704 shares; 2025Q4: 304,250 shares; 2026Q1: 171,551 shares 171,551 $5.26M 0.02% -132,699 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: 26,123 shares; 2024Q4: 27,040 shares; 2025Q1: 7,146 shares; 2025Q2: 7,574 shares; 2025Q3: 6,513 shares; 2025Q4: 24,859 shares; 2026Q1: 22,480 shares 22,480 $5.24M 0.02% -2,379 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,947 shares; 2024Q4: 40,934 shares; 2025Q1: 35,382 shares; 2025Q2: 34,796 shares; 2025Q3: 40,639 shares; 2025Q4: 48,402 shares; 2026Q1: 49,038 shares 49,038 $5.24M 0.02% +636 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: 28,326 shares; 2024Q4: 28,684 shares; 2025Q1: 27,350 shares; 2025Q2: 26,239 shares; 2025Q3: 22,837 shares; 2025Q4: 25,681 shares; 2026Q1: 24,790 shares 24,790 $5.24M 0.02% -891 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,368 shares; 2025Q1: 5,086 shares; 2025Q2: 5,929 shares; 2025Q3: 5,339 shares; 2025Q4: 6,435 shares; 2026Q1: 6,750 shares 6,750 $5.22M 0.02% +315 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: 99,485 shares; 2024Q4: 78,267 shares; 2025Q1: 79,527 shares; 2025Q2: 77,095 shares; 2025Q3: 75,462 shares; 2025Q4: 66,709 shares; 2026Q1: 66,210 shares 66,210 $5.21M 0.02% -499 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: 107,184 shares; 2024Q4: 116,255 shares; 2025Q1: 97,680 shares; 2025Q2: 95,340 shares; 2025Q3: 75,561 shares; 2025Q4: 96,732 shares; 2026Q1: 87,133 shares 87,133 $5.12M 0.02% -9,599 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: 15,007 shares; 2024Q4: 15,479 shares; 2025Q1: 13,336 shares; 2025Q2: 16,951 shares; 2025Q3: 14,091 shares; 2025Q4: 18,080 shares; 2026Q1: 18,786 shares 18,786 $5.08M 0.02% +706 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,640 shares; 2024Q4: 27,593 shares; 2025Q1: 24,979 shares; 2025Q2: 26,371 shares; 2025Q3: 24,755 shares; 2025Q4: 31,545 shares; 2026Q1: 30,034 shares 30,034 $5.08M 0.02% -1,511 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: 39,383 shares; 2024Q4: 41,046 shares; 2025Q1: 33,250 shares; 2025Q2: 28,266 shares; 2025Q3: 24,301 shares; 2025Q4: 30,320 shares; 2026Q1: 30,901 shares 30,901 $5.07M 0.02% +581 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,175 shares; 2024Q4: 53,122 shares; 2025Q1: 26,904 shares; 2025Q2: 29,255 shares; 2025Q3: 25,493 shares; 2025Q4: 25,411 shares; 2026Q1: 21,276 shares 21,276 $5.07M 0.02% -4,135 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,379 shares; 2024Q4: 113,009 shares; 2025Q1: 124,950 shares; 2025Q2: 123,139 shares; 2025Q3: 117,061 shares; 2025Q4: 107,157 shares; 2026Q1: 105,236 shares 105,236 $5.06M 0.02% -1,921 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 41,467 shares; 2025Q1: 39,122 shares; 2025Q2: 36,836 shares; 2025Q3: 33,450 shares; 2025Q4: 36,477 shares; 2026Q1: 37,090 shares 37,090 $5.02M 0.02% +613 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,301 shares; 2024Q4: 62,118 shares; 2025Q1: 62,008 shares; 2025Q2: 61,842 shares; 2025Q3: 46,724 shares; 2025Q4: 48,418 shares; 2026Q1: 49,670 shares 49,670 $5M 0.02% +1,252 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,904 shares; 2024Q4: 27,908 shares; 2025Q1: 25,983 shares; 2025Q2: 19,963 shares; 2025Q3: 18,100 shares; 2025Q4: 20,523 shares; 2026Q1: 21,526 shares 21,526 $4.99M 0.02% +1,003 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,213 shares; 2024Q4: 38,217 shares; 2025Q1: 37,111 shares; 2025Q2: 34,968 shares; 2025Q3: 31,582 shares; 2025Q4: 33,566 shares; 2026Q1: 34,117 shares 34,117 $4.99M 0.02% +551 Timeline SPIB 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: 258,559 shares; 2024Q4: 209,677 shares; 2025Q1: 162,421 shares; 2025Q2: 147,818 shares; 2025Q3: 157,398 shares; 2025Q4: 150,111 shares; 2026Q1: 148,426 shares 148,426 $4.98M 0.02% -1,685 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,503 shares; 2025Q1: 13,432 shares; 2025Q2: 14,073 shares; 2025Q3: 12,663 shares; 2025Q4: 14,704 shares; 2026Q1: 14,399 shares 14,399 $4.97M 0.02% -305 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 34,833 shares; 2025Q1: 30,976 shares; 2025Q2: 29,253 shares; 2025Q3: 25,327 shares; 2025Q4: 26,370 shares; 2026Q1: 23,119 shares 23,119 $4.96M 0.02% -3,251 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,677 shares; 2024Q4: 46,678 shares; 2025Q1: 45,136 shares; 2025Q2: 45,838 shares; 2025Q3: 44,305 shares; 2025Q4: 46,165 shares; 2026Q1: 46,404 shares 46,404 $4.95M 0.02% +239 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,575 shares; 2024Q4: 84,090 shares; 2025Q1: 82,589 shares; 2025Q2: 66,002 shares; 2025Q3: 64,637 shares; 2025Q4: 65,291 shares; 2026Q1: 62,147 shares 62,147 $4.94M 0.02% -3,144 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,422 shares; 2024Q4: 93,118 shares; 2025Q1: 81,403 shares; 2025Q2: 72,060 shares; 2025Q3: 67,235 shares; 2025Q4: 70,223 shares; 2026Q1: 97,856 shares 97,856 $4.94M 0.02% +27,633 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,998 shares; 2024Q4: 68,798 shares; 2025Q1: 70,769 shares; 2025Q2: 68,058 shares; 2025Q3: 58,426 shares; 2025Q4: 57,781 shares; 2026Q1: 55,815 shares 55,815 $4.94M 0.02% -1,966 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,349 shares; 2024Q4: 113,587 shares; 2025Q1: 110,534 shares; 2025Q2: 110,885 shares; 2025Q3: 110,653 shares; 2025Q4: 111,253 shares; 2026Q1: 110,139 shares 110,139 $4.93M 0.02% -1,114 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 8,425 shares; 2025Q1: 13,330 shares; 2025Q2: 13,556 shares; 2025Q3: 13,091 shares; 2025Q4: 13,513 shares; 2026Q1: 12,933 shares 12,933 $4.91M 0.02% -580 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: 11,734 shares; 2024Q4: 11,952 shares; 2025Q1: 10,833 shares; 2025Q2: 13,071 shares; 2025Q3: 8,550 shares; 2025Q4: 11,623 shares; 2026Q1: 10,239 shares 10,239 $4.85M 0.02% -1,384 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,073 shares; 2024Q4: 29,959 shares; 2025Q1: 30,478 shares; 2025Q2: 30,344 shares; 2025Q3: 21,223 shares; 2025Q4: 22,873 shares; 2026Q1: 22,239 shares 22,239 $4.82M 0.02% -634 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,817 shares; 2024Q4: 99,937 shares; 2025Q1: 95,899 shares; 2025Q2: 107,886 shares; 2025Q3: 90,707 shares; 2025Q4: 96,692 shares; 2026Q1: 97,967 shares 97,967 $4.8M 0.02% +1,275 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,825 shares; 2024Q4: 79,474 shares; 2025Q1: 78,000 shares; 2025Q2: 21,814 shares; 2025Q3: 20,625 shares; 2025Q4: 20,455 shares; 2026Q1: 18,997 shares 18,997 $4.76M 0.02% -1,458 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,054 shares; 2024Q4: 49,874 shares; 2025Q1: 49,822 shares; 2025Q2: 55,006 shares; 2025Q3: 47,916 shares; 2025Q4: 61,076 shares; 2026Q1: 54,831 shares 54,831 $4.65M 0.02% -6,245 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,615 shares; 2024Q4: 99,693 shares; 2025Q1: 87,064 shares; 2025Q2: 64,072 shares; 2025Q3: 54,654 shares; 2025Q4: 51,672 shares; 2026Q1: 46,551 shares 46,551 $4.63M 0.02% -5,121 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,044 shares; 2024Q4: 49,872 shares; 2025Q1: 47,091 shares; 2025Q2: 46,101 shares; 2025Q3: 48,609 shares; 2025Q4: 46,417 shares; 2026Q1: 47,848 shares 47,848 $4.61M 0.02% +1,431 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,913 shares; 2024Q4: 76,601 shares; 2025Q1: 37,878 shares; 2025Q2: 40,142 shares; 2025Q3: 50,965 shares; 2025Q4: 80,511 shares; 2026Q1: 94,093 shares 94,093 $4.61M 0.02% +13,582 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: 7,279 shares; 2024Q4: 9,731 shares; 2025Q1: 7,218 shares; 2025Q2: 14,662 shares; 2025Q3: 14,447 shares; 2025Q4: 14,413 shares; 2026Q1: 15,238 shares 15,238 $4.61M 0.02% +825 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,257 shares; 2024Q4: 30,119 shares; 2025Q1: 31,375 shares; 2025Q2: 29,968 shares; 2025Q3: 27,703 shares; 2025Q4: 36,456 shares; 2026Q1: 43,310 shares 43,310 $4.58M 0.02% +6,854 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 16,354 shares; 2025Q1: 18,884 shares; 2025Q2: 26,049 shares; 2025Q3: 20,892 shares; 2025Q4: 22,044 shares; 2026Q1: 19,794 shares 19,794 $4.55M 0.01% -2,250 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,025 shares; 2025Q1: 34,351 shares; 2025Q2: 35,768 shares; 2025Q3: 31,639 shares; 2025Q4: 33,598 shares; 2026Q1: 32,154 shares 32,154 $4.54M 0.01% -1,444 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,342 shares; 2024Q4: 104,901 shares; 2025Q1: 95,629 shares; 2025Q2: 76,490 shares; 2025Q3: 60,281 shares; 2025Q4: 60,446 shares; 2026Q1: 57,064 shares 57,064 $4.53M 0.01% -3,382 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: 38,386 shares; 2024Q4: 37,621 shares; 2025Q1: 38,977 shares; 2025Q2: 38,539 shares; 2025Q3: 38,383 shares; 2025Q4: 38,692 shares; 2026Q1: 38,728 shares 38,728 $4.49M 0.01% +36 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,571 shares; 2025Q1: 4,003 shares; 2025Q2: 4,534 shares; 2025Q3: 4,263 shares; 2025Q4: 3,653 shares; 2026Q1: 3,555 shares 3,555 $4.48M 0.01% -98 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,284 shares; 2025Q1: 36,377 shares; 2025Q2: 38,071 shares; 2025Q3: 37,251 shares; 2025Q4: 37,749 shares; 2026Q1: 37,728 shares 37,728 $4.45M 0.01% -21 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: 41,941 shares; 2024Q4: 44,934 shares; 2025Q1: 40,746 shares; 2025Q2: 43,006 shares; 2025Q3: 40,649 shares; 2025Q4: 39,367 shares; 2026Q1: 40,174 shares 40,174 $4.43M 0.01% +807 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 20,069 shares; 2025Q1: 18,655 shares; 2025Q2: 15,062 shares; 2025Q3: 12,592 shares; 2025Q4: 12,856 shares; 2026Q1: 12,261 shares 12,261 $4.4M 0.01% -595 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: 3,131 shares; 2024Q4: 3,005 shares; 2025Q1: 2,953 shares; 2025Q2: 3,065 shares; 2025Q3: 3,169 shares; 2025Q4: 3,208 shares; 2026Q1: 2,538 shares 2,538 $4.39M 0.01% -670 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 19,838 shares; 2025Q1: 18,301 shares; 2025Q2: 17,170 shares; 2025Q3: 14,709 shares; 2025Q4: 15,057 shares; 2026Q1: 15,353 shares 15,353 $4.36M 0.01% +296 Timeline IUSG 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: 48,420 shares; 2024Q4: 35,847 shares; 2025Q1: 31,100 shares; 2025Q2: 32,424 shares; 2025Q3: 31,630 shares; 2025Q4: 29,834 shares; 2026Q1: 28,010 shares 28,010 $4.34M 0.01% -1,824 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,976 shares; 2024Q4: 79,432 shares; 2025Q1: 71,243 shares; 2025Q2: 66,562 shares; 2025Q3: 59,271 shares; 2025Q4: 60,281 shares; 2026Q1: 49,919 shares 49,919 $4.34M 0.01% -10,362 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,329 shares; 2024Q4: 123,692 shares; 2025Q1: 107,639 shares; 2025Q2: 100,349 shares; 2025Q3: 91,100 shares; 2025Q4: 84,641 shares; 2026Q1: 84,197 shares 84,197 $4.31M 0.01% -444 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: 46,247 shares; 2024Q4: 42,200 shares; 2025Q1: 20,492 shares; 2025Q2: 21,526 shares; 2025Q3: 20,290 shares; 2025Q4: 31,072 shares; 2026Q1: 29,372 shares 29,372 $4.31M 0.01% -1,700 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: 24,681 shares; 2024Q4: 21,532 shares; 2025Q1: 27,319 shares; 2025Q2: 32,264 shares; 2025Q3: 34,760 shares; 2025Q4: 51,260 shares; 2026Q1: 54,052 shares 54,052 $4.25M 0.01% +2,792 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,830 shares; 2024Q4: 57,660 shares; 2025Q1: 45,549 shares; 2025Q2: 46,738 shares; 2025Q3: 48,920 shares; 2025Q4: 56,039 shares; 2026Q1: 58,522 shares 58,522 $4.25M 0.01% +2,483 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: 70,295 shares; 2024Q4: 70,055 shares; 2025Q1: 71,251 shares; 2025Q2: 80,081 shares; 2025Q3: 61,431 shares; 2025Q4: 63,821 shares; 2026Q1: 58,672 shares 58,672 $4.25M 0.01% -5,149 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 17,935 shares; 2025Q1: 16,479 shares; 2025Q2: 16,428 shares; 2025Q3: 11,897 shares; 2025Q4: 16,021 shares; 2026Q1: 15,920 shares 15,920 $4.23M 0.01% -101 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,090 shares; 2024Q4: 166,436 shares; 2025Q1: 165,563 shares; 2025Q2: 165,510 shares; 2025Q3: 165,510 shares; 2025Q4: 165,510 shares; 2026Q1: 165,510 shares 165,510 $4.22M 0.01% 0 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: 180,432 shares; 2024Q4: 179,124 shares; 2025Q1: 85,574 shares; 2025Q2: 82,579 shares; 2025Q3: 72,729 shares; 2025Q4: 85,924 shares; 2026Q1: 85,283 shares 85,283 $4.21M 0.01% -641 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: 368,558 shares; 2024Q4: 274,705 shares; 2025Q1: 379,182 shares; 2025Q2: 362,189 shares; 2025Q3: 328,391 shares; 2025Q4: 372,925 shares; 2026Q1: 364,227 shares 364,227 $4.2M 0.01% -8,698 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,186 shares; 2024Q4: 17,837 shares; 2025Q1: 8,253 shares; 2025Q2: 7,847 shares; 2025Q3: 7,944 shares; 2025Q4: 7,889 shares; 2026Q1: 7,671 shares 7,671 $4.17M 0.01% -218 Timeline IUSV 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: 56,254 shares; 2024Q4: 46,583 shares; 2025Q1: 43,225 shares; 2025Q2: 44,585 shares; 2025Q3: 41,828 shares; 2025Q4: 41,581 shares; 2026Q1: 40,539 shares 40,539 $4.15M 0.01% -1,042 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,858 shares; 2024Q4: 380,418 shares; 2025Q1: 324,389 shares; 2025Q2: 287,882 shares; 2025Q3: 248,388 shares; 2025Q4: 229,422 shares; 2026Q1: 199,875 shares 199,875 $4.14M 0.01% -29,547 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,875 shares; 2024Q4: 28,647 shares; 2025Q1: 28,533 shares; 2025Q2: 26,109 shares; 2025Q3: 22,567 shares; 2025Q4: 22,395 shares; 2026Q1: 20,858 shares 20,858 $4.13M 0.01% -1,537 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,173 shares; 2024Q4: 44,491 shares; 2025Q1: 44,160 shares; 2025Q2: 52,038 shares; 2025Q3: 47,878 shares; 2025Q4: 60,243 shares; 2026Q1: 88,832 shares 88,832 $4.13M 0.01% +28,589 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,927 shares; 2024Q4: 88,582 shares; 2025Q1: 74,396 shares; 2025Q2: 73,611 shares; 2025Q3: 57,756 shares; 2025Q4: 71,335 shares; 2026Q1: 66,273 shares 66,273 $4.07M 0.01% -5,062 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,760 shares; 2024Q4: 246,272 shares; 2025Q1: 237,443 shares; 2025Q2: 180,405 shares; 2025Q3: 124,286 shares; 2025Q4: 128,124 shares; 2026Q1: 126,427 shares 126,427 $4.05M 0.01% -1,697 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: 184,395 shares; 2024Q4: 183,704 shares; 2025Q1: 174,038 shares; 2025Q2: 123,939 shares; 2025Q3: 99,173 shares; 2025Q4: 122,034 shares; 2026Q1: 120,161 shares 120,161 $4.03M 0.01% -1,873 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: 26,225 shares; 2024Q4: 26,320 shares; 2025Q1: 30,514 shares; 2025Q2: 26,786 shares; 2025Q3: 25,822 shares; 2025Q4: 24,846 shares; 2026Q1: 24,730 shares 24,730 $4.02M 0.01% -116 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,271 shares; 2024Q4: 34,237 shares; 2025Q1: 30,315 shares; 2025Q2: 28,556 shares; 2025Q3: 25,560 shares; 2025Q4: 23,015 shares; 2026Q1: 25,167 shares 25,167 $3.99M 0.01% +2,152 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,467 shares; 2024Q4: 299,422 shares; 2025Q1: 334,512 shares; 2025Q2: 329,496 shares; 2025Q3: 279,868 shares; 2025Q4: 282,863 shares; 2026Q1: 276,759 shares 276,759 $3.98M 0.01% -6,104 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,964 shares; 2024Q4: 93,684 shares; 2025Q1: 90,776 shares; 2025Q2: 87,002 shares; 2025Q3: 62,698 shares; 2025Q4: 64,890 shares; 2026Q1: 52,469 shares 52,469 $3.95M 0.01% -12,421 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: 15,072 shares; 2024Q4: 15,077 shares; 2025Q1: 14,105 shares; 2025Q2: 14,288 shares; 2025Q3: 12,872 shares; 2025Q4: 14,087 shares; 2026Q1: 14,455 shares 14,455 $3.94M 0.01% +368 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,336 shares; 2025Q1: 15,110 shares; 2025Q2: 14,467 shares; 2025Q3: 13,130 shares; 2025Q4: 14,109 shares; 2026Q1: 14,749 shares 14,749 $3.94M 0.01% +640 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,699 shares; 2024Q4: 46,662 shares; 2025Q1: 39,237 shares; 2025Q2: 40,503 shares; 2025Q3: 39,131 shares; 2025Q4: 38,724 shares; 2026Q1: 72,636 shares 72,636 $3.93M 0.01% +33,912 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,520 shares; 2025Q1: 4,804 shares; 2025Q2: 4,485 shares; 2025Q3: 4,051 shares; 2025Q4: 5,176 shares; 2026Q1: 5,339 shares 5,339 $3.89M 0.01% +163 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,345 shares; 2024Q4: 30,379 shares; 2025Q1: 34,042 shares; 2025Q2: 47,510 shares; 2025Q3: 45,408 shares; 2025Q4: 55,026 shares; 2026Q1: 56,103 shares 56,103 $3.89M 0.01% +1,077 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: 12,094 shares; 2024Q4: 35,811 shares; 2025Q1: 38,013 shares; 2025Q2: 36,798 shares; 2025Q3: 29,781 shares; 2025Q4: 33,430 shares; 2026Q1: 34,099 shares 34,099 $3.83M 0.01% +669 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,141 shares; 2024Q4: 65,073 shares; 2025Q1: 56,636 shares; 2025Q2: 50,390 shares; 2025Q3: 39,588 shares; 2025Q4: 51,086 shares; 2026Q1: 51,344 shares 51,344 $3.82M 0.01% +258 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,935 shares; 2024Q4: 20,818 shares; 2025Q1: 19,197 shares; 2025Q2: 17,940 shares; 2025Q3: 15,807 shares; 2025Q4: 19,591 shares; 2026Q1: 20,145 shares 20,145 $3.82M 0.01% +554 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,632 shares; 2024Q4: 75,620 shares; 2025Q1: 66,773 shares; 2025Q2: 64,241 shares; 2025Q3: 51,885 shares; 2025Q4: 52,793 shares; 2026Q1: 46,848 shares 46,848 $3.81M 0.01% -5,945 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: 143,814 shares; 2024Q4: 134,975 shares; 2025Q1: 123,269 shares; 2025Q2: 114,798 shares; 2025Q3: 87,043 shares; 2025Q4: 87,833 shares; 2026Q1: 84,110 shares 84,110 $3.8M 0.01% -3,723 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,873 shares; 2024Q4: 60,593 shares; 2025Q1: 51,313 shares; 2025Q2: 52,662 shares; 2025Q3: 42,354 shares; 2025Q4: 54,374 shares; 2026Q1: 52,355 shares 52,355 $3.79M 0.01% -2,019 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,005 shares; 2024Q4: 105,454 shares; 2025Q1: 88,683 shares; 2025Q2: 66,734 shares; 2025Q3: 57,553 shares; 2025Q4: 51,397 shares; 2026Q1: 49,836 shares 49,836 $3.76M 0.01% -1,561 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,912 shares; 2024Q4: 43,217 shares; 2025Q1: 39,494 shares; 2025Q2: 42,886 shares; 2025Q3: 21,129 shares; 2025Q4: 37,817 shares; 2026Q1: 38,581 shares 38,581 $3.75M 0.01% +764 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,410 shares; 2024Q4: 50,962 shares; 2025Q1: 37,090 shares; 2025Q2: 32,273 shares; 2025Q3: 28,610 shares; 2025Q4: 25,974 shares; 2026Q1: 21,751 shares 21,751 $3.71M 0.01% -4,223 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: 61,319 shares; 2024Q4: 57,713 shares; 2025Q1: 33,153 shares; 2025Q2: 33,056 shares; 2025Q3: 31,978 shares; 2025Q4: 32,739 shares; 2026Q1: 32,726 shares 32,726 $3.69M 0.01% -13 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,278 shares; 2024Q4: 77,435 shares; 2025Q1: 47,604 shares; 2025Q2: 42,084 shares; 2025Q3: 39,436 shares; 2025Q4: 39,658 shares; 2026Q1: 39,372 shares 39,372 $3.67M 0.01% -286 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,369 shares; 2024Q4: 31,943 shares; 2025Q1: 31,317 shares; 2025Q2: 30,680 shares; 2025Q3: 24,833 shares; 2025Q4: 25,863 shares; 2026Q1: 22,618 shares 22,618 $3.67M 0.01% -3,245 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: 4,307 shares; 2024Q4: 4,269 shares; 2025Q1: 4,296 shares; 2025Q2: 4,307 shares; 2025Q3: 3,694 shares; 2025Q4: 4,980 shares; 2026Q1: 5,029 shares 5,029 $3.67M 0.01% +49 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,213 shares; 2024Q4: 62,906 shares; 2025Q1: 49,529 shares; 2025Q2: 51,996 shares; 2025Q3: 43,008 shares; 2025Q4: 65,745 shares; 2026Q1: 55,178 shares 55,178 $3.67M 0.01% -10,567 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,023 shares; 2024Q4: 38,984 shares; 2025Q1: 34,957 shares; 2025Q2: 35,448 shares; 2025Q3: 13,557 shares; 2025Q4: 36,009 shares; 2026Q1: 27,975 shares 27,975 $3.67M 0.01% -8,034 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 14,037 shares; 2025Q1: 14,932 shares; 2025Q2: 14,982 shares; 2025Q3: 11,055 shares; 2025Q4: 12,876 shares; 2026Q1: 13,295 shares 13,295 $3.66M 0.01% +419 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,612 shares; 2024Q4: 85,240 shares; 2025Q1: 74,931 shares; 2025Q2: 63,660 shares; 2025Q3: 39,061 shares; 2025Q4: 54,899 shares; 2026Q1: 58,431 shares 58,431 $3.65M 0.01% +3,532 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,605 shares; 2024Q4: 102,366 shares; 2025Q1: 100,519 shares; 2025Q2: 92,357 shares; 2025Q3: 84,642 shares; 2025Q4: 92,569 shares; 2026Q1: 96,416 shares 96,416 $3.62M 0.01% +3,847 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: 178,493 shares; 2024Q4: 155,210 shares; 2025Q1: 130,836 shares; 2025Q2: 77,291 shares; 2025Q3: 70,591 shares; 2025Q4: 58,500 shares; 2026Q1: 60,341 shares 60,341 $3.59M 0.01% +1,841 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,483 shares; 2024Q4: 59,091 shares; 2025Q1: 55,860 shares; 2025Q2: 53,927 shares; 2025Q3: 49,776 shares; 2025Q4: 51,486 shares; 2026Q1: 49,948 shares 49,948 $3.58M 0.01% -1,538 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,174 shares; 2024Q4: 44,128 shares; 2025Q1: 40,467 shares; 2025Q2: 39,453 shares; 2025Q3: 33,937 shares; 2025Q4: 38,662 shares; 2026Q1: 38,908 shares 38,908 $3.54M 0.01% +246 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,222 shares; 2024Q4: 60,728 shares; 2025Q1: 32,279 shares; 2025Q2: 29,132 shares; 2025Q3: 28,379 shares; 2025Q4: 31,563 shares; 2026Q1: 29,926 shares 29,926 $3.51M 0.01% -1,637 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,460 shares; 2024Q4: 20,393 shares; 2025Q1: 20,035 shares; 2025Q2: 20,032 shares; 2025Q3: 19,174 shares; 2025Q4: 20,121 shares; 2026Q1: 20,225 shares 20,225 $3.48M 0.01% +104 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: 311,092 shares; 2024Q4: 300,210 shares; 2025Q1: 278,680 shares; 2025Q2: 260,375 shares; 2025Q3: 165,119 shares; 2025Q4: 205,686 shares; 2026Q1: 98,982 shares 98,982 $3.48M 0.01% -106,704 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 64,434 shares; 2025Q1: 56,344 shares; 2025Q2: 68,831 shares; 2025Q3: 75,415 shares; 2025Q4: 79,686 shares; 2026Q1: 76,644 shares 76,644 $3.47M 0.01% -3,042 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,635 shares; 2024Q4: 140,343 shares; 2025Q1: 131,303 shares; 2025Q2: 139,052 shares; 2025Q3: 129,378 shares; 2025Q4: 145,848 shares; 2026Q1: 144,918 shares 144,918 $3.45M 0.01% -930 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,903 shares; 2025Q1: 12,681 shares; 2025Q2: 20,346 shares; 2025Q3: 21,339 shares; 2025Q4: 22,481 shares; 2026Q1: 22,898 shares 22,898 $3.44M 0.01% +417 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,588 shares; 2024Q4: 137,164 shares; 2025Q1: 123,909 shares; 2025Q2: 109,119 shares; 2025Q3: 86,803 shares; 2025Q4: 120,062 shares; 2026Q1: 124,259 shares 124,259 $3.41M 0.01% +4,197 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,615 shares; 2025Q1: 6,807 shares; 2025Q2: 44,295 shares; 2025Q3: 42,612 shares; 2025Q4: 48,096 shares; 2026Q1: 48,240 shares 48,240 $3.35M 0.01% +144 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,681 shares; 2024Q4: 81,482 shares; 2025Q1: 99,351 shares; 2025Q2: 89,064 shares; 2025Q3: 82,190 shares; 2025Q4: 85,866 shares; 2026Q1: 86,354 shares 86,354 $3.3M 0.01% +488 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,734 shares; 2024Q4: 27,100 shares; 2025Q1: 10,403 shares; 2025Q2: 10,063 shares; 2025Q3: 9,051 shares; 2025Q4: 10,790 shares; 2026Q1: 9,189 shares 9,189 $3.29M 0.01% -1,601 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,063 shares; 2024Q4: 111,690 shares; 2025Q1: 95,672 shares; 2025Q2: 84,092 shares; 2025Q3: 75,949 shares; 2025Q4: 84,362 shares; 2026Q1: 84,037 shares 84,037 $3.28M 0.01% -325 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 35,232 shares; 2025Q1: 15,306 shares; 2025Q2: 15,977 shares; 2025Q3: 11,151 shares; 2025Q4: 14,614 shares; 2026Q1: 11,245 shares 11,245 $3.22M 0.01% -3,369 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 4,262 shares; 2025Q1: 5,606 shares; 2025Q2: 6,023 shares; 2025Q3: 5,454 shares; 2025Q4: 5,159 shares; 2026Q1: 7,579 shares 7,579 $3.22M 0.01% +2,420 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,040 shares; 2025Q1: 5,025 shares; 2025Q2: 4,977 shares; 2025Q3: 4,760 shares; 2025Q4: 5,187 shares; 2026Q1: 5,021 shares 5,021 $3.22M 0.01% -166 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,168 shares 106,168 $3.2M 0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,294 shares; 2024Q4: 160,362 shares; 2025Q1: 78,220 shares; 2025Q2: 80,080 shares; 2025Q3: 77,539 shares; 2025Q4: 82,247 shares; 2026Q1: 87,673 shares 87,673 $3.19M 0.01% +5,426 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: 82,684 shares; 2024Q4: 79,453 shares; 2025Q1: 34,832 shares; 2025Q2: 36,662 shares; 2025Q3: 31,044 shares; 2025Q4: 54,648 shares; 2026Q1: 51,815 shares 51,815 $3.17M 0.01% -2,833 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,638 shares; 2024Q4: 31,238 shares; 2025Q1: 31,607 shares; 2025Q2: 21,971 shares; 2025Q3: 16,684 shares; 2025Q4: 15,331 shares; 2026Q1: 14,190 shares 14,190 $3.14M 0.01% -1,141 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 61,955 shares; 2025Q1: 69,498 shares; 2025Q2: 70,228 shares; 2025Q3: 64,874 shares; 2025Q4: 64,410 shares; 2026Q1: 64,668 shares 64,668 $3.12M 0.01% +258 Timeline VAW 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: 20,783 shares; 2024Q4: 20,551 shares; 2025Q1: 21,176 shares; 2025Q2: 19,726 shares; 2025Q3: 16,130 shares; 2025Q4: 14,987 shares; 2026Q1: 13,827 shares 13,827 $3.12M 0.01% -1,160 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 23,856 shares; 2025Q1: 21,569 shares; 2025Q2: 19,988 shares; 2025Q3: 18,428 shares; 2025Q4: 18,964 shares; 2026Q1: 18,000 shares 18,000 $3.11M 0.01% -964 Timeline