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: 433,946 shares; 2024Q4: 458,798 shares; 2025Q1: 443,612 shares; 2025Q2: 440,698 shares; 2025Q3: 437,232 shares; 2025Q4: 433,275 shares; 2026Q1: 427,887 shares 427,887 $109M 4.65% -5,388 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: 677,546 shares; 2024Q4: 651,932 shares; 2025Q1: 622,516 shares; 2025Q2: 615,535 shares; 2025Q3: 575,304 shares; 2025Q4: 571,850 shares; 2026Q1: 553,620 shares 553,620 $96.6M 4.13% -18,230 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,162 shares; 2024Q4: 74,976 shares; 2025Q1: 59,108 shares; 2025Q2: 59,248 shares; 2025Q3: 56,944 shares; 2025Q4: 171,076 shares; 2026Q1: 170,484 shares 170,484 $80.9M 3.46% -592 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: 220,851 shares; 2024Q4: 222,876 shares; 2025Q1: 211,267 shares; 2025Q2: 208,349 shares; 2025Q3: 202,356 shares; 2025Q4: 203,017 shares; 2026Q1: 201,588 shares 201,588 $74.6M 3.19% -1,429 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: 205,506 shares; 2024Q4: 213,362 shares; 2025Q1: 223,358 shares; 2025Q2: 222,644 shares; 2025Q3: 222,154 shares; 2025Q4: 229,566 shares; 2026Q1: 231,666 shares 231,666 $48.2M 2.07% +2,100 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: 142,657 shares; 2024Q4: 148,663 shares; 2025Q1: 150,030 shares; 2025Q2: 155,231 shares; 2025Q3: 153,561 shares; 2025Q4: 154,180 shares; 2026Q1: 147,585 shares 147,585 $42.4M 1.82% -6,595 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: 133,592 shares; 2024Q4: 133,625 shares; 2025Q1: 127,580 shares; 2025Q2: 126,622 shares; 2025Q3: 125,406 shares; 2025Q4: 128,639 shares; 2026Q1: 125,682 shares 125,682 $37M 1.58% -2,957 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: 271,482 shares; 2024Q4: 274,306 shares; 2025Q1: 266,830 shares; 2025Q2: 264,812 shares; 2025Q3: 263,567 shares; 2025Q4: 266,030 shares; 2026Q1: 263,085 shares 263,085 $32.7M 1.4% -2,945 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: 198,604 shares; 2024Q4: 199,948 shares; 2025Q1: 195,254 shares; 2025Q2: 199,690 shares; 2025Q3: 192,782 shares; 2025Q4: 195,538 shares; 2026Q1: 188,561 shares 188,561 $32M 1.37% -6,977 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: 153,308 shares; 2024Q4: 141,152 shares; 2025Q1: 133,532 shares; 2025Q2: 121,372 shares; 2025Q3: 106,251 shares; 2025Q4: 105,161 shares; 2026Q1: 97,864 shares 97,864 $30.3M 1.3% -7,297 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: 125,376 shares; 2024Q4: 124,156 shares; 2025Q1: 122,159 shares; 2025Q2: 126,416 shares; 2025Q3: 121,865 shares; 2025Q4: 121,586 shares; 2026Q1: 120,078 shares 120,078 $29.4M 1.26% -1,508 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: 74,805 shares; 2024Q4: 75,053 shares; 2025Q1: 70,643 shares; 2025Q2: 74,964 shares; 2025Q3: 70,589 shares; 2025Q4: 71,075 shares; 2026Q1: 77,528 shares 77,528 $23.4M 1% +6,453 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: 154,987 shares; 2024Q4: 157,181 shares; 2025Q1: 154,502 shares; 2025Q2: 151,050 shares; 2025Q3: 149,522 shares; 2025Q4: 148,228 shares; 2026Q1: 142,942 shares 142,942 $22.8M 0.98% -5,286 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: 33,648 shares; 2024Q4: 34,848 shares; 2025Q1: 34,483 shares; 2025Q2: 34,989 shares; 2025Q3: 35,797 shares; 2025Q4: 37,598 shares; 2026Q1: 38,015 shares 38,015 $21.7M 0.93% +417 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: 21,421 shares; 2024Q4: 20,438 shares; 2025Q1: 22,036 shares; 2025Q2: 22,011 shares; 2025Q3: 22,295 shares; 2025Q4: 23,303 shares; 2026Q1: 23,250 shares 23,250 $21.4M 0.92% -53 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: 116,039 shares; 2024Q4: 117,182 shares; 2025Q1: 117,680 shares; 2025Q2: 115,772 shares; 2025Q3: 112,805 shares; 2025Q4: 113,713 shares; 2026Q1: 109,449 shares 109,449 $21.1M 0.9% -4,264 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: 97,627 shares; 2024Q4: 102,998 shares; 2025Q1: 101,656 shares; 2025Q2: 100,458 shares; 2025Q3: 98,652 shares; 2025Q4: 99,901 shares; 2026Q1: 97,107 shares 97,107 $20.1M 0.86% -2,794 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: 82,520 shares; 2024Q4: 83,817 shares; 2025Q1: 81,776 shares; 2025Q2: 80,482 shares; 2025Q3: 79,960 shares; 2025Q4: 78,749 shares; 2026Q1: 76,850 shares 76,850 $18.6M 0.8% -1,899 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: 64,824 shares; 2024Q4: 66,889 shares; 2025Q1: 68,522 shares; 2025Q2: 66,304 shares; 2025Q3: 63,172 shares; 2025Q4: 64,471 shares; 2026Q1: 63,449 shares 63,449 $18.2M 0.78% -1,022 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: 25,336 shares; 2024Q4: 26,194 shares; 2025Q1: 27,222 shares; 2025Q2: 27,742 shares; 2025Q3: 28,542 shares; 2025Q4: 29,681 shares; 2026Q1: 27,922 shares 27,922 $18.2M 0.78% -1,759 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: 44,729 shares; 2024Q4: 45,291 shares; 2025Q1: 45,885 shares; 2025Q2: 47,796 shares; 2025Q3: 46,652 shares; 2025Q4: 47,259 shares; 2026Q1: 48,400 shares 48,400 $17.3M 0.74% +1,141 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: 144,413 shares; 2024Q4: 146,599 shares; 2025Q1: 142,251 shares; 2025Q2: 141,962 shares; 2025Q3: 140,957 shares; 2025Q4: 143,350 shares; 2026Q1: 118,298 shares 118,298 $17.1M 0.73% -25,052 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: 182,094 shares; 2024Q4: 183,564 shares; 2025Q1: 181,875 shares; 2025Q2: 185,748 shares; 2025Q3: 177,171 shares; 2025Q4: 182,093 shares; 2026Q1: 179,288 shares 179,288 $16.7M 0.71% -2,805 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,046 shares; 2024Q4: 33,076 shares; 2025Q1: 32,995 shares; 2025Q2: 34,083 shares; 2025Q3: 33,016 shares; 2025Q4: 32,905 shares; 2026Q1: 34,395 shares 34,395 $16.5M 0.71% +1,490 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,975 shares; 2024Q4: 362,665 shares; 2025Q1: 328,095 shares; 2025Q2: 322,061 shares; 2025Q3: 315,901 shares; 2025Q4: 315,519 shares; 2026Q1: 311,393 shares 311,393 $16.4M 0.7% -4,126 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: 36,414 shares; 2024Q4: 39,838 shares; 2025Q1: 38,815 shares; 2025Q2: 38,426 shares; 2025Q3: 41,726 shares; 2025Q4: 42,678 shares; 2026Q1: 43,864 shares 43,864 $16.3M 0.7% +1,186 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: 107,916 shares; 2024Q4: 105,329 shares; 2025Q1: 103,588 shares; 2025Q2: 102,266 shares; 2025Q3: 103,636 shares; 2025Q4: 104,211 shares; 2026Q1: 101,796 shares 101,796 $15.8M 0.68% -2,415 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: 126,455 shares; 2024Q4: 108,544 shares; 2025Q1: 114,018 shares; 2025Q2: 106,342 shares; 2025Q3: 108,508 shares; 2025Q4: 108,065 shares; 2026Q1: 107,762 shares 107,762 $15.8M 0.67% -303 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,970 shares; 2024Q4: 198,725 shares; 2025Q1: 162,926 shares; 2025Q2: 176,264 shares; 2025Q3: 196,379 shares; 2025Q4: 206,117 shares; 2026Q1: 223,994 shares 223,994 $15.5M 0.66% +17,877 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: 64,926 shares; 2024Q4: 65,507 shares; 2025Q1: 66,548 shares; 2025Q2: 65,733 shares; 2025Q3: 68,308 shares; 2025Q4: 68,825 shares; 2026Q1: 70,291 shares 70,291 $15.3M 0.65% +1,466 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: 391,238 shares; 2024Q4: 408,501 shares; 2025Q1: 422,673 shares; 2025Q2: 424,054 shares; 2025Q3: 404,907 shares; 2025Q4: 404,377 shares; 2026Q1: 403,430 shares 403,430 $15.3M 0.65% -947 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: 222,256 shares; 2024Q4: 217,012 shares; 2025Q1: 218,261 shares; 2025Q2: 215,614 shares; 2025Q3: 202,589 shares; 2025Q4: 203,923 shares; 2026Q1: 202,211 shares 202,211 $14.7M 0.63% -1,712 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: 23,042 shares; 2024Q4: 23,717 shares; 2025Q1: 26,034 shares; 2025Q2: 25,838 shares; 2025Q3: 23,553 shares; 2025Q4: 24,801 shares; 2026Q1: 24,871 shares 24,871 $14.4M 0.61% +70 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: 58,678 shares; 2024Q4: 59,901 shares; 2025Q1: 60,280 shares; 2025Q2: 60,010 shares; 2025Q3: 59,853 shares; 2025Q4: 59,984 shares; 2026Q1: 59,477 shares 59,477 $13.7M 0.59% -507 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: 27,440 shares; 2024Q4: 29,210 shares; 2025Q1: 38,427 shares; 2025Q2: 37,108 shares; 2025Q3: 38,324 shares; 2025Q4: 39,328 shares; 2026Q1: 40,126 shares 40,126 $13.6M 0.58% +798 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: 43,493 shares; 2024Q4: 44,044 shares; 2025Q1: 41,947 shares; 2025Q2: 44,893 shares; 2025Q3: 41,884 shares; 2025Q4: 42,223 shares; 2026Q1: 41,103 shares 41,103 $13.5M 0.58% -1,120 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: 92,756 shares; 2024Q4: 92,284 shares; 2025Q1: 91,508 shares; 2025Q2: 92,908 shares; 2025Q3: 93,067 shares; 2025Q4: 98,174 shares; 2026Q1: 98,224 shares 98,224 $12.9M 0.55% +50 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,371 shares; 2024Q4: 89,276 shares; 2025Q1: 97,995 shares; 2025Q2: 158,418 shares; 2025Q3: 173,543 shares; 2025Q4: 173,659 shares; 2026Q1: 253,403 shares 253,403 $12.7M 0.54% +79,744 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,151 shares; 2024Q4: 594,221 shares; 2025Q1: 507,293 shares; 2025Q2: 530,208 shares; 2025Q3: 530,290 shares; 2025Q4: 585,746 shares; 2026Q1: 588,642 shares 588,642 $12.7M 0.54% +2,896 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: 15,626 shares; 2024Q4: 21,656 shares; 2025Q1: 22,078 shares; 2025Q2: 22,940 shares; 2025Q3: 32,282 shares; 2025Q4: 35,656 shares; 2026Q1: 58,810 shares 58,810 $12.2M 0.52% +23,154 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: 17,580 shares; 2024Q4: 17,944 shares; 2025Q1: 17,924 shares; 2025Q2: 18,057 shares; 2025Q3: 16,573 shares; 2025Q4: 16,530 shares; 2026Q1: 16,490 shares 16,490 $12M 0.51% -40 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: 21,744 shares; 2024Q4: 21,201 shares; 2025Q1: 17,965 shares; 2025Q2: 20,038 shares; 2025Q3: 16,792 shares; 2025Q4: 16,618 shares; 2026Q1: 16,857 shares 16,857 $11.9M 0.51% +239 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: 144,394 shares; 2024Q4: 143,917 shares; 2025Q1: 131,467 shares; 2025Q2: 112,153 shares; 2025Q3: 92,246 shares; 2025Q4: 97,972 shares; 2026Q1: 96,078 shares 96,078 $11.6M 0.49% -1,894 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: 14,529 shares; 2024Q4: 16,117 shares; 2025Q1: 13,726 shares; 2025Q2: 14,662 shares; 2025Q3: 14,454 shares; 2025Q4: 15,945 shares; 2026Q1: 16,943 shares 16,943 $11.1M 0.47% +998 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,690 shares; 2024Q4: 672,595 shares; 2025Q1: 708,679 shares; 2025Q2: 690,014 shares; 2025Q3: 654,397 shares; 2025Q4: 656,698 shares; 2026Q1: 684,669 shares 684,669 $10.9M 0.47% +27,971 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: 9,712 shares; 2025Q1: 9,570 shares; 2025Q2: 9,724 shares; 2025Q3: 9,673 shares; 2025Q4: 9,750 shares; 2026Q1: 9,975 shares 9,975 $9.59M 0.41% +225 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: 40,842 shares; 2024Q4: 41,207 shares; 2025Q1: 36,115 shares; 2025Q2: 36,640 shares; 2025Q3: 39,207 shares; 2025Q4: 41,459 shares; 2026Q1: 44,379 shares 44,379 $9.54M 0.41% +2,920 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: 13,797 shares; 2024Q4: 13,898 shares; 2025Q1: 21,725 shares; 2025Q2: 23,111 shares; 2025Q3: 30,292 shares; 2025Q4: 30,980 shares; 2026Q1: 27,683 shares 27,683 $9.35M 0.4% -3,297 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: 21,018 shares; 2024Q4: 23,446 shares; 2025Q1: 30,433 shares; 2025Q2: 31,918 shares; 2025Q3: 35,922 shares; 2025Q4: 40,734 shares; 2026Q1: 44,615 shares 44,615 $9.08M 0.39% +3,881 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: 11,202 shares; 2024Q4: 12,223 shares; 2025Q1: 12,588 shares; 2025Q2: 12,769 shares; 2025Q3: 12,493 shares; 2025Q4: 9,672 shares; 2026Q1: 8,983 shares 8,983 $8.95M 0.38% -689 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: 196,104 shares; 2024Q4: 186,167 shares; 2025Q1: 183,202 shares; 2025Q2: 182,170 shares; 2025Q3: 173,189 shares; 2025Q4: 186,303 shares; 2026Q1: 176,127 shares 176,127 $8.84M 0.38% -10,176 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: 442,974 shares; 2024Q4: 454,979 shares; 2025Q1: 464,340 shares; 2025Q2: 469,079 shares; 2025Q3: 428,153 shares; 2025Q4: 435,070 shares; 2026Q1: 429,645 shares 429,645 $8.29M 0.35% -5,425 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: 433,719 shares; 2024Q4: 402,430 shares; 2025Q1: 393,754 shares; 2025Q2: 411,342 shares; 2025Q3: 394,728 shares; 2025Q4: 282,423 shares; 2026Q1: 294,767 shares 294,767 $8.28M 0.35% +12,344 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: 100,322 shares; 2024Q4: 90,480 shares; 2025Q1: 90,342 shares; 2025Q2: 91,846 shares; 2025Q3: 87,624 shares; 2025Q4: 90,516 shares; 2026Q1: 87,404 shares 87,404 $7.9M 0.34% -3,112 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,925 shares; 2025Q2: 225,662 shares; 2025Q3: 378,732 shares; 2025Q4: 459,651 shares; 2026Q1: 528,206 shares 528,206 $7.84M 0.34% +68,555 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: 8,104 shares; 2024Q4: 8,794 shares; 2025Q1: 9,326 shares; 2025Q2: 10,279 shares; 2025Q3: 10,567 shares; 2025Q4: 10,855 shares; 2026Q1: 12,915 shares 12,915 $7.72M 0.33% +2,060 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: 27,272 shares; 2024Q4: 27,489 shares; 2025Q1: 26,123 shares; 2025Q2: 26,594 shares; 2025Q3: 26,508 shares; 2025Q4: 26,735 shares; 2026Q1: 26,020 shares 26,020 $7.69M 0.33% -715 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: 10,000 shares; 2025Q1: 8,745 shares; 2025Q2: 8,392 shares; 2025Q3: 8,003 shares; 2025Q4: 8,235 shares; 2026Q1: 61,332 shares 61,332 $7.53M 0.32% +53,097 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,391 shares; 2024Q4: 46,065 shares; 2025Q1: 32,379 shares; 2025Q2: 32,644 shares; 2025Q3: 31,051 shares; 2025Q4: 30,878 shares; 2026Q1: 30,352 shares 30,352 $7.5M 0.32% -526 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,693 shares; 2024Q4: 101,790 shares; 2025Q1: 102,927 shares; 2025Q2: 132,359 shares; 2025Q3: 130,031 shares; 2025Q4: 132,499 shares; 2026Q1: 130,559 shares 130,559 $7.4M 0.32% -1,940 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: 123,417 shares; 2024Q4: 118,744 shares; 2025Q1: 109,632 shares; 2025Q2: 103,146 shares; 2025Q3: 98,304 shares; 2025Q4: 100,759 shares; 2026Q1: 93,642 shares 93,642 $7.27M 0.31% -7,117 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: 26,807 shares; 2024Q4: 24,450 shares; 2025Q1: 19,246 shares; 2025Q2: 21,909 shares; 2025Q3: 28,998 shares; 2025Q4: 29,507 shares; 2026Q1: 30,676 shares 30,676 $7.25M 0.31% +1,169 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: 40,113 shares; 2024Q4: 40,381 shares; 2025Q1: 38,838 shares; 2025Q2: 39,288 shares; 2025Q3: 39,042 shares; 2025Q4: 37,733 shares; 2026Q1: 38,752 shares 38,752 $7.23M 0.31% +1,019 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,630 shares 180,630 $7.23M 0.31% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 10,389 shares; 2025Q1: 10,589 shares; 2025Q2: 10,619 shares; 2025Q3: 10,558 shares; 2025Q4: 10,634 shares; 2026Q1: 9,886 shares 9,886 $7.2M 0.31% -748 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: 108,296 shares; 2024Q4: 109,648 shares; 2025Q1: 90,196 shares; 2025Q2: 91,313 shares; 2025Q3: 88,093 shares; 2025Q4: 93,103 shares; 2026Q1: 93,433 shares 93,433 $7.11M 0.3% +330 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,770 shares; 2024Q4: 30,749 shares; 2025Q1: 30,008 shares; 2025Q2: 29,277 shares; 2025Q3: 25,334 shares; 2025Q4: 24,823 shares; 2026Q1: 24,743 shares 24,743 $7.1M 0.3% -80 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: 49,444 shares; 2024Q4: 51,252 shares; 2025Q1: 51,264 shares; 2025Q2: 49,116 shares; 2025Q3: 46,674 shares; 2025Q4: 49,463 shares; 2026Q1: 52,610 shares 52,610 $6.89M 0.29% +3,147 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,541 shares; 2024Q4: 130,913 shares; 2025Q1: 122,554 shares; 2025Q2: 121,812 shares; 2025Q3: 114,563 shares; 2025Q4: 112,583 shares; 2026Q1: 108,228 shares 108,228 $6.77M 0.29% -4,355 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: 140,667 shares; 2024Q4: 140,271 shares; 2025Q1: 139,164 shares; 2025Q2: 131,724 shares; 2025Q3: 127,229 shares; 2025Q4: 125,159 shares; 2026Q1: 124,466 shares 124,466 $6.74M 0.29% -693 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: 37,171 shares; 2024Q4: 37,796 shares; 2025Q1: 40,216 shares; 2025Q2: 37,701 shares; 2025Q3: 37,068 shares; 2025Q4: 51,143 shares; 2026Q1: 45,459 shares 45,459 $6.69M 0.29% -5,684 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: 19,378 shares; 2024Q4: 19,181 shares; 2025Q1: 18,326 shares; 2025Q2: 17,998 shares; 2025Q3: 18,226 shares; 2025Q4: 18,096 shares; 2026Q1: 19,063 shares 19,063 $6.58M 0.28% +967 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: 70,698 shares; 2024Q4: 70,750 shares; 2025Q1: 69,764 shares; 2025Q2: 72,068 shares; 2025Q3: 72,238 shares; 2025Q4: 71,567 shares; 2026Q1: 69,613 shares 69,613 $6.49M 0.28% -1,954 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: 42,911 shares; 2024Q4: 48,932 shares; 2025Q1: 50,880 shares; 2025Q2: 51,095 shares; 2025Q3: 49,920 shares; 2025Q4: 46,298 shares; 2026Q1: 48,719 shares 48,719 $6.43M 0.28% +2,421 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: 19,643 shares; 2024Q4: 19,732 shares; 2025Q1: 19,724 shares; 2025Q2: 19,850 shares; 2025Q3: 19,717 shares; 2025Q4: 19,646 shares; 2026Q1: 19,576 shares 19,576 $6.4M 0.27% -70 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: 56,661 shares; 2024Q4: 56,169 shares; 2025Q1: 57,468 shares; 2025Q2: 56,356 shares; 2025Q3: 48,957 shares; 2025Q4: 45,568 shares; 2026Q1: 46,761 shares 46,761 $6.36M 0.27% +1,193 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,938 shares; 2024Q4: 167,298 shares; 2025Q1: 134,233 shares; 2025Q2: 120,943 shares; 2025Q3: 118,443 shares; 2025Q4: 117,207 shares; 2026Q1: 121,626 shares 121,626 $6.33M 0.27% +4,419 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,800 shares; 2025Q4: 103,163 shares; 2026Q1: 234,082 shares 234,082 $6.27M 0.27% +130,919 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: 54,586 shares; 2024Q4: 55,898 shares; 2025Q1: 54,813 shares; 2025Q2: 54,600 shares; 2025Q3: 53,230 shares; 2025Q4: 51,962 shares; 2026Q1: 54,418 shares 54,418 $6.26M 0.27% +2,456 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: 123,210 shares; 2024Q4: 122,094 shares; 2025Q1: 127,892 shares; 2025Q2: 124,036 shares; 2025Q3: 119,936 shares; 2025Q4: 134,934 shares; 2026Q1: 125,139 shares 125,139 $6.1M 0.26% -9,795 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: 28,014 shares; 2024Q4: 28,234 shares; 2025Q1: 27,784 shares; 2025Q2: 27,799 shares; 2025Q3: 28,054 shares; 2025Q4: 28,713 shares; 2026Q1: 30,421 shares 30,421 $6.03M 0.26% +1,708 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: 60,129 shares; 2024Q4: 59,650 shares; 2025Q1: 57,920 shares; 2025Q2: 56,921 shares; 2025Q3: 55,211 shares; 2025Q4: 58,373 shares; 2026Q1: 58,619 shares 58,619 $6.02M 0.26% +246 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: 63,044 shares; 2024Q4: 64,456 shares; 2025Q1: 64,185 shares; 2025Q2: 64,008 shares; 2025Q3: 63,005 shares; 2025Q4: 66,609 shares; 2026Q1: 62,299 shares 62,299 $6.01M 0.26% -4,310 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: 9,802 shares; 2024Q4: 10,136 shares; 2025Q1: 11,841 shares; 2025Q2: 12,759 shares; 2025Q3: 14,037 shares; 2025Q4: 14,884 shares; 2026Q1: 18,274 shares 18,274 $5.86M 0.25% +3,390 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,554 shares; 2024Q4: 255,104 shares; 2025Q1: 249,704 shares; 2025Q2: 253,504 shares; 2025Q3: 244,404 shares; 2025Q4: 244,404 shares; 2026Q1: 241,284 shares 241,284 $5.86M 0.25% -3,120 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: 25,314 shares; 2024Q4: 25,751 shares; 2025Q1: 25,639 shares; 2025Q2: 25,648 shares; 2025Q3: 25,150 shares; 2025Q4: 24,907 shares; 2026Q1: 24,061 shares 24,061 $5.84M 0.25% -846 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: 84,138 shares; 2024Q4: 92,536 shares; 2025Q1: 45,928 shares; 2025Q2: 52,242 shares; 2025Q3: 53,131 shares; 2025Q4: 71,893 shares; 2026Q1: 90,732 shares 90,732 $5.81M 0.25% +18,839 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: 25,987 shares; 2024Q4: 24,893 shares; 2025Q1: 23,362 shares; 2025Q2: 23,167 shares; 2025Q3: 26,128 shares; 2025Q4: 25,896 shares; 2026Q1: 25,561 shares 25,561 $5.78M 0.25% -335 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,913 shares; 2024Q4: 533,942 shares; 2025Q1: 208,513 shares; 2025Q2: 194,203 shares; 2025Q3: 187,160 shares; 2025Q4: 186,004 shares; 2026Q1: 180,945 shares 180,945 $5.7M 0.24% -5,059 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: 14,350 shares; 2024Q4: 14,199 shares; 2025Q1: 14,398 shares; 2025Q2: 14,585 shares; 2025Q3: 14,749 shares; 2025Q4: 13,524 shares; 2026Q1: 12,884 shares 12,884 $5.54M 0.24% -640 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,445 shares; 2025Q1: 5,491 shares; 2025Q2: 5,486 shares; 2025Q3: 4,764 shares; 2025Q4: 6,124 shares; 2026Q1: 6,248 shares 6,248 $5.45M 0.23% +124 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: 194,642 shares; 2024Q4: 188,662 shares; 2025Q1: 172,980 shares; 2025Q2: 183,552 shares; 2025Q3: 183,596 shares; 2025Q4: 197,072 shares; 2026Q1: 186,518 shares 186,518 $5.41M 0.23% -10,554 Timeline IHI 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: 98,633 shares; 2024Q4: 98,475 shares; 2025Q1: 99,138 shares; 2025Q2: 100,058 shares; 2025Q3: 99,502 shares; 2025Q4: 101,007 shares; 2026Q1: 99,803 shares 99,803 $5.32M 0.23% -1,204 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: 65,261 shares; 2024Q4: 66,481 shares; 2025Q1: 61,534 shares; 2025Q2: 59,356 shares; 2025Q3: 54,852 shares; 2025Q4: 54,731 shares; 2026Q1: 61,225 shares 61,225 $5.31M 0.23% +6,494 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: 20,449 shares; 2024Q4: 18,760 shares; 2025Q1: 15,450 shares; 2025Q2: 15,770 shares; 2025Q3: 15,061 shares; 2025Q4: 15,420 shares; 2026Q1: 15,025 shares 15,025 $5.29M 0.23% -395 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: 9,662 shares; 2024Q4: 9,640 shares; 2025Q1: 9,644 shares; 2025Q2: 9,240 shares; 2025Q3: 9,356 shares; 2025Q4: 45,630 shares; 2026Q1: 49,178 shares 49,178 $5.14M 0.22% +3,548 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 13,450 shares; 2025Q1: 10,355 shares; 2025Q2: 15,766 shares; 2025Q3: 16,301 shares; 2025Q4: 23,379 shares; 2026Q1: 26,042 shares 26,042 $5.11M 0.22% +2,663 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,034 shares; 2025Q1: 138,555 shares; 2025Q2: 141,279 shares; 2025Q3: 148,693 shares; 2025Q4: 152,061 shares; 2026Q1: 169,104 shares 169,104 $5.07M 0.22% +17,043 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: 2,566 shares; 2024Q4: 3,034 shares; 2025Q1: 4,208 shares; 2025Q2: 4,667 shares; 2025Q3: 5,150 shares; 2025Q4: 5,531 shares; 2026Q1: 5,974 shares 5,974 $5.05M 0.22% +443 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: 8,754 shares; 2024Q4: 9,412 shares; 2025Q1: 8,237 shares; 2025Q2: 8,349 shares; 2025Q3: 8,353 shares; 2025Q4: 9,527 shares; 2026Q1: 11,379 shares 11,379 $4.97M 0.21% +1,852 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: 18,718 shares; 2024Q4: 19,412 shares; 2025Q1: 20,529 shares; 2025Q2: 21,990 shares; 2025Q3: 23,307 shares; 2025Q4: 24,124 shares; 2026Q1: 24,898 shares 24,898 $4.96M 0.21% +774 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,140 shares; 2024Q4: 54,892 shares; 2025Q1: 39,737 shares; 2025Q2: 39,220 shares; 2025Q3: 39,265 shares; 2025Q4: 39,155 shares; 2026Q1: 39,698 shares 39,698 $4.95M 0.21% +543 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: 15,897 shares; 2024Q4: 15,283 shares; 2025Q1: 17,090 shares; 2025Q2: 17,124 shares; 2025Q3: 16,757 shares; 2025Q4: 15,801 shares; 2026Q1: 14,440 shares 14,440 $4.94M 0.21% -1,361 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 9,213 shares; 2025Q1: 13,831 shares; 2025Q2: 20,155 shares; 2025Q3: 24,292 shares; 2025Q4: 26,306 shares; 2026Q1: 25,620 shares 25,620 $4.92M 0.21% -686 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: 16,515 shares; 2024Q4: 16,470 shares; 2025Q1: 16,107 shares; 2025Q2: 16,085 shares; 2025Q3: 7,910 shares; 2025Q4: 8,398 shares; 2026Q1: 8,452 shares 8,452 $4.76M 0.2% +54 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,804 shares; 2024Q4: 20,295 shares; 2025Q1: 19,897 shares; 2025Q2: 11,494 shares; 2025Q3: 7,937 shares; 2025Q4: 7,780 shares; 2026Q1: 7,868 shares 7,868 $4.76M 0.2% +88 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: 26,683 shares; 2025Q1: 28,342 shares; 2025Q2: 25,863 shares; 2025Q3: 24,379 shares; 2025Q4: 23,803 shares; 2026Q1: 22,186 shares 22,186 $4.74M 0.2% -1,617 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: 68,503 shares; 2024Q4: 62,460 shares; 2025Q1: 62,316 shares; 2025Q2: 63,350 shares; 2025Q3: 54,495 shares; 2025Q4: 44,921 shares; 2026Q1: 43,492 shares 43,492 $4.71M 0.2% -1,429 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: 15,634 shares; 2024Q4: 15,731 shares; 2025Q1: 15,622 shares; 2025Q2: 15,521 shares; 2025Q3: 14,610 shares; 2025Q4: 17,355 shares; 2026Q1: 16,576 shares 16,576 $4.7M 0.2% -779 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: 28,559 shares; 2024Q4: 27,865 shares; 2025Q1: 29,247 shares; 2025Q2: 31,062 shares; 2025Q3: 29,292 shares; 2025Q4: 29,612 shares; 2026Q1: 29,981 shares 29,981 $4.58M 0.2% +369 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: 81,537 shares; 2024Q4: 81,858 shares; 2025Q1: 80,575 shares; 2025Q2: 80,518 shares; 2025Q3: 76,503 shares; 2025Q4: 78,070 shares; 2026Q1: 77,370 shares 77,370 $4.52M 0.19% -700 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: 78,470 shares; 2024Q4: 77,251 shares; 2025Q1: 90,260 shares; 2025Q2: 69,249 shares; 2025Q3: 77,097 shares; 2025Q4: 63,057 shares; 2026Q1: 62,629 shares 62,629 $4.5M 0.19% -428 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: 1,165 shares; 2024Q4: 1,145 shares; 2025Q1: 3,028 shares; 2025Q2: 3,077 shares; 2025Q3: 3,432 shares; 2025Q4: 3,336 shares; 2026Q1: 3,296 shares 3,296 $4.35M 0.19% -40 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,437 shares; 2024Q4: 54,589 shares; 2025Q1: 53,524 shares; 2025Q2: 53,749 shares; 2025Q3: 54,327 shares; 2025Q4: 55,272 shares; 2026Q1: 54,313 shares 54,313 $4.35M 0.19% -959 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: 56,215 shares; 2024Q4: 50,577 shares; 2025Q1: 48,535 shares; 2025Q2: 48,086 shares; 2025Q3: 48,915 shares; 2025Q4: 48,229 shares; 2026Q1: 45,085 shares 45,085 $4.35M 0.19% -3,144 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: 35,851 shares; 2024Q4: 35,660 shares; 2025Q1: 36,970 shares; 2025Q2: 36,936 shares; 2025Q3: 36,814 shares; 2025Q4: 36,688 shares; 2026Q1: 36,466 shares 36,466 $4.33M 0.19% -222 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: 16,572 shares; 2024Q4: 15,278 shares; 2025Q1: 12,909 shares; 2025Q2: 12,625 shares; 2025Q3: 12,263 shares; 2025Q4: 14,143 shares; 2026Q1: 13,620 shares 13,620 $4.23M 0.18% -523 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,976 shares; 2025Q1: 118,526 shares; 2025Q2: 120,426 shares; 2025Q3: 122,451 shares; 2025Q4: 124,151 shares; 2026Q1: 127,026 shares 127,026 $4.23M 0.18% +2,875 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 12,371 shares; 2025Q1: 12,361 shares; 2025Q2: 12,175 shares; 2025Q3: 12,025 shares; 2025Q4: 13,842 shares; 2026Q1: 12,938 shares 12,938 $4.22M 0.18% -904 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: 66,761 shares; 2024Q4: 65,035 shares; 2025Q1: 50,540 shares; 2025Q2: 50,274 shares; 2025Q3: 44,209 shares; 2025Q4: 42,429 shares; 2026Q1: 41,277 shares 41,277 $4.22M 0.18% -1,152 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 16,656 shares; 2025Q1: 16,416 shares; 2025Q2: 48,512 shares; 2025Q3: 48,648 shares; 2025Q4: 48,648 shares; 2026Q1: 48,648 shares 48,648 $4.13M 0.18% 0 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: 77,651 shares; 2024Q4: 89,229 shares; 2025Q1: 77,583 shares; 2025Q2: 73,949 shares; 2025Q3: 68,815 shares; 2025Q4: 75,200 shares; 2026Q1: 67,840 shares 67,840 $4.11M 0.18% -7,360 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,950 shares; 2024Q4: 206,750 shares; 2025Q1: 59,850 shares; 2025Q2: 282,350 shares; 2025Q3: 607,450 shares; 2025Q4: 736,300 shares; 2026Q1: 851,880 shares 851,880 $4.1M 0.18% +115,580 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: 51,733 shares; 2024Q4: 48,274 shares; 2025Q1: 48,763 shares; 2025Q2: 53,617 shares; 2025Q3: 49,533 shares; 2025Q4: 49,996 shares; 2026Q1: 51,198 shares 51,198 $4.08M 0.17% +1,202 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: 73,265 shares; 2024Q4: 72,421 shares; 2025Q1: 68,573 shares; 2025Q2: 71,384 shares; 2025Q3: 79,530 shares; 2025Q4: 84,737 shares; 2026Q1: 79,114 shares 79,114 $4.07M 0.17% -5,623 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,845 shares; 2024Q4: 559,341 shares; 2025Q1: 531,623 shares; 2025Q2: 565,388 shares; 2025Q3: 537,988 shares; 2025Q4: 536,942 shares; 2026Q1: 539,130 shares 539,130 $4.07M 0.17% +2,188 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: 144,529 shares; 2024Q4: 142,251 shares; 2025Q1: 144,222 shares; 2025Q2: 138,735 shares; 2025Q3: 132,129 shares; 2025Q4: 121,789 shares; 2026Q1: 120,321 shares 120,321 $4.03M 0.17% -1,468 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: 121,059 shares; 2024Q4: 139,037 shares; 2025Q1: 128,901 shares; 2025Q2: 121,528 shares; 2025Q3: 125,663 shares; 2025Q4: 128,307 shares; 2026Q1: 112,589 shares 112,589 $3.96M 0.17% -15,718 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,130 shares; 2024Q4: 76,031 shares; 2025Q1: 83,281 shares; 2025Q2: 91,932 shares; 2025Q3: 92,682 shares; 2025Q4: 89,082 shares; 2026Q1: 58,233 shares 58,233 $3.93M 0.17% -30,849 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: 7,565 shares; 2024Q4: 15,788 shares; 2025Q1: 16,538 shares; 2025Q2: 23,144 shares; 2025Q3: 19,719 shares; 2025Q4: 20,932 shares; 2026Q1: 24,319 shares 24,319 $3.9M 0.17% +3,387 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: 18,861 shares; 2024Q4: 17,956 shares; 2025Q1: 18,613 shares; 2025Q2: 18,151 shares; 2025Q3: 18,407 shares; 2025Q4: 18,482 shares; 2026Q1: 18,017 shares 18,017 $3.86M 0.17% -465 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 16,256 shares; 2025Q1: 19,591 shares; 2025Q2: 31,609 shares; 2025Q3: 37,891 shares; 2025Q4: 84,023 shares; 2026Q1: 83,674 shares 83,674 $3.84M 0.16% -349 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: 8,702 shares; 2024Q4: 8,712 shares; 2025Q1: 8,581 shares; 2025Q2: 8,755 shares; 2025Q3: 8,079 shares; 2025Q4: 8,164 shares; 2026Q1: 7,655 shares 7,655 $3.83M 0.16% -509 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: 140,914 shares; 2024Q4: 103,168 shares; 2025Q1: 102,007 shares; 2025Q2: 101,108 shares; 2025Q3: 100,861 shares; 2025Q4: 98,913 shares; 2026Q1: 52,346 shares 52,346 $3.76M 0.16% -46,567 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: 5,747 shares; 2024Q4: 6,090 shares; 2025Q1: 6,059 shares; 2025Q2: 5,976 shares; 2025Q3: 5,649 shares; 2025Q4: 5,377 shares; 2026Q1: 5,460 shares 5,460 $3.73M 0.16% +83 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: 19,003 shares; 2024Q4: 18,755 shares; 2025Q1: 17,830 shares; 2025Q2: 21,706 shares; 2025Q3: 22,293 shares; 2025Q4: 22,336 shares; 2026Q1: 22,079 shares 22,079 $3.65M 0.16% -257 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: 46,957 shares; 2024Q4: 47,810 shares; 2025Q1: 47,136 shares; 2025Q2: 42,553 shares; 2025Q3: 42,005 shares; 2025Q4: 40,500 shares; 2026Q1: 39,248 shares 39,248 $3.65M 0.16% -1,252 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: 45,435 shares; 2024Q4: 47,516 shares; 2025Q1: 47,613 shares; 2025Q2: 49,864 shares; 2025Q3: 45,995 shares; 2025Q4: 43,076 shares; 2026Q1: 42,818 shares 42,818 $3.65M 0.16% -258 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,708 shares; 2024Q4: 41,109 shares; 2025Q1: 43,524 shares; 2025Q2: 44,698 shares; 2025Q3: 48,899 shares; 2025Q4: 52,864 shares; 2026Q1: 58,131 shares 58,131 $3.64M 0.16% +5,267 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: 5,274 shares; 2024Q4: 5,108 shares; 2025Q1: 6,913 shares; 2025Q2: 19,802 shares; 2025Q3: 30,885 shares; 2025Q4: 33,110 shares; 2026Q1: 36,546 shares 36,546 $3.62M 0.15% +3,436 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: 42,838 shares; 2024Q4: 44,907 shares; 2025Q1: 46,080 shares; 2025Q2: 53,601 shares; 2025Q3: 53,026 shares; 2025Q4: 53,395 shares; 2026Q1: 53,722 shares 53,722 $3.55M 0.15% +327 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: 32,715 shares; 2024Q4: 33,177 shares; 2025Q1: 32,510 shares; 2025Q2: 32,247 shares; 2025Q3: 30,989 shares; 2025Q4: 30,056 shares; 2026Q1: 26,353 shares 26,353 $3.39M 0.15% -3,703 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: 10,688 shares; 2024Q4: 10,786 shares; 2025Q1: 10,518 shares; 2025Q2: 12,094 shares; 2025Q3: 10,532 shares; 2025Q4: 10,902 shares; 2026Q1: 11,624 shares 11,624 $3.38M 0.14% +722 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,800 shares; 2024Q4: 54,322 shares; 2025Q1: 55,266 shares; 2025Q2: 56,320 shares; 2025Q3: 53,440 shares; 2025Q4: 54,686 shares; 2026Q1: 54,784 shares 54,784 $3.34M 0.14% +98 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: 10,643 shares; 2024Q4: 10,686 shares; 2025Q1: 10,556 shares; 2025Q2: 10,420 shares; 2025Q3: 9,724 shares; 2025Q4: 9,765 shares; 2026Q1: 9,902 shares 9,902 $3.25M 0.14% +137 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: 1,514 shares; 2024Q4: 1,502 shares; 2025Q1: 1,617 shares; 2025Q2: 2,550 shares; 2025Q3: 2,496 shares; 2025Q4: 20,256 shares; 2026Q1: 32,725 shares 32,725 $3.15M 0.13% +12,469 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: 43,614 shares; 2024Q4: 43,520 shares; 2025Q1: 43,890 shares; 2025Q2: 46,085 shares; 2025Q3: 53,351 shares; 2025Q4: 54,121 shares; 2026Q1: 52,278 shares 52,278 $3.07M 0.13% -1,843 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,150 shares; 2024Q4: 32,150 shares; 2025Q1: 43,650 shares; 2025Q2: 83,050 shares; 2025Q3: 83,650 shares; 2025Q4: 82,250 shares; 2026Q1: 82,050 shares 82,050 $3.05M 0.13% -200 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: 24,814 shares; 2024Q4: 24,473 shares; 2025Q1: 23,637 shares; 2025Q2: 23,212 shares; 2025Q3: 22,128 shares; 2025Q4: 32,161 shares; 2026Q1: 31,446 shares 31,446 $3.03M 0.13% -715 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: 6,235 shares; 2024Q4: 6,762 shares; 2025Q1: 13,047 shares; 2025Q2: 9,831 shares; 2025Q3: 11,788 shares; 2025Q4: 11,814 shares; 2026Q1: 12,014 shares 12,014 $3.01M 0.13% +200 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,011 shares; 2024Q4: 75,599 shares; 2025Q1: 75,455 shares; 2025Q2: 72,649 shares; 2025Q3: 75,581 shares; 2025Q4: 76,562 shares; 2026Q1: 76,054 shares 76,054 $3M 0.13% -508 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: 9,015 shares; 2024Q4: 9,301 shares; 2025Q1: 12,552 shares; 2025Q2: 12,889 shares; 2025Q3: 13,483 shares; 2025Q4: 14,092 shares; 2026Q1: 14,415 shares 14,415 $3M 0.13% +323 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: 9,291 shares; 2024Q4: 9,696 shares; 2025Q1: 9,312 shares; 2025Q2: 9,548 shares; 2025Q3: 9,943 shares; 2025Q4: 9,816 shares; 2026Q1: 9,834 shares 9,834 $2.97M 0.13% +18 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,396 shares; 2024Q4: 46,001 shares; 2025Q1: 45,157 shares; 2025Q2: 50,304 shares; 2025Q3: 47,092 shares; 2025Q4: 51,409 shares; 2026Q1: 43,014 shares 43,014 $2.93M 0.13% -8,395 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,987 shares; 2025Q4: 50,877 shares; 2026Q1: 53,225 shares 53,225 $2.91M 0.12% +2,348 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: 24,400 shares; 2024Q4: 27,448 shares; 2025Q1: 30,730 shares; 2025Q2: 35,329 shares; 2025Q3: 34,835 shares; 2025Q4: 40,176 shares; 2026Q1: 41,599 shares 41,599 $2.9M 0.12% +1,423 Timeline DTH 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: not reported; 2024Q4: not reported; 2025Q1: 43,156 shares; 2025Q2: 43,741 shares; 2025Q3: 46,738 shares; 2025Q4: 52,675 shares; 2026Q1: 53,510 shares 53,510 $2.89M 0.12% +835 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,477 shares; 2024Q4: 24,856 shares; 2025Q1: 26,826 shares; 2025Q2: 27,906 shares; 2025Q3: 26,185 shares; 2025Q4: 27,971 shares; 2026Q1: 27,254 shares 27,254 $2.89M 0.12% -717 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,082 shares; 2024Q4: 90,182 shares; 2025Q1: 41,940 shares; 2025Q2: 37,559 shares; 2025Q3: 36,439 shares; 2025Q4: 34,485 shares; 2026Q1: 31,359 shares 31,359 $2.88M 0.12% -3,126 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,191 shares; 2025Q3: 79,641 shares; 2025Q4: 98,517 shares; 2026Q1: 98,429 shares 98,429 $2.87M 0.12% -88 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 3,474 shares; 2025Q1: 3,659 shares; 2025Q2: 3,707 shares; 2025Q3: 3,459 shares; 2025Q4: 3,393 shares; 2026Q1: 3,313 shares 3,313 $2.87M 0.12% -80 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: not reported; 2024Q4: 738 shares; 2025Q1: 1,659 shares; 2025Q2: 2,003 shares; 2025Q3: 2,212 shares; 2025Q4: 2,155 shares; 2026Q1: 2,071 shares 2,071 $2.86M 0.12% -84 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: 73,643 shares; 2024Q4: 74,115 shares; 2025Q1: 74,036 shares; 2025Q2: 69,343 shares; 2025Q3: 72,905 shares; 2025Q4: 69,549 shares; 2026Q1: 68,962 shares 68,962 $2.83M 0.12% -587 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: 34,346 shares; 2024Q4: 33,831 shares; 2025Q1: 33,807 shares; 2025Q2: 33,494 shares; 2025Q3: 33,072 shares; 2025Q4: 33,893 shares; 2026Q1: 33,399 shares 33,399 $2.8M 0.12% -494 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,434 shares; 2024Q4: 147,036 shares; 2025Q1: 143,380 shares; 2025Q2: 107,225 shares; 2025Q3: 98,601 shares; 2025Q4: 81,515 shares; 2026Q1: 78,833 shares 78,833 $2.79M 0.12% -2,682 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: 33,380 shares; 2024Q4: 38,004 shares; 2025Q1: 31,434 shares; 2025Q2: 31,069 shares; 2025Q3: 30,700 shares; 2025Q4: 37,875 shares; 2026Q1: 40,775 shares 40,775 $2.75M 0.12% +2,900 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: 9,580 shares; 2024Q4: 8,977 shares; 2025Q1: 9,016 shares; 2025Q2: 8,915 shares; 2025Q3: 8,888 shares; 2025Q4: 8,882 shares; 2026Q1: 8,409 shares 8,409 $2.7M 0.12% -473 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: 7,833 shares; 2024Q4: 8,483 shares; 2025Q1: 9,091 shares; 2025Q2: 9,585 shares; 2025Q3: 9,368 shares; 2025Q4: 9,187 shares; 2026Q1: 9,202 shares 9,202 $2.68M 0.11% +15 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,313 shares; 2024Q4: 51,399 shares; 2025Q1: 56,470 shares; 2025Q2: 60,058 shares; 2025Q3: 64,709 shares; 2025Q4: 75,095 shares; 2026Q1: 77,955 shares 77,955 $2.65M 0.11% +2,860 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,182 shares; 2024Q4: 39,856 shares; 2025Q1: 36,417 shares; 2025Q2: 35,539 shares; 2025Q3: 42,525 shares; 2025Q4: 41,441 shares; 2026Q1: 34,869 shares 34,869 $2.62M 0.11% -6,572 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: 23,153 shares; 2024Q4: 23,073 shares; 2025Q1: 22,799 shares; 2025Q2: 21,453 shares; 2025Q3: 19,461 shares; 2025Q4: 20,407 shares; 2026Q1: 18,681 shares 18,681 $2.6M 0.11% -1,726 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: 40,428 shares; 2024Q4: 40,181 shares; 2025Q1: 39,112 shares; 2025Q2: 38,810 shares; 2025Q3: 37,488 shares; 2025Q4: 38,022 shares; 2026Q1: 36,491 shares 36,491 $2.6M 0.11% -1,531 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: 6,793 shares; 2024Q4: 7,124 shares; 2025Q1: 8,661 shares; 2025Q2: 8,199 shares; 2025Q3: 9,899 shares; 2025Q4: 10,318 shares; 2026Q1: 10,427 shares 10,427 $2.59M 0.11% +109 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: 7,725 shares; 2024Q4: 8,598 shares; 2025Q1: 8,536 shares; 2025Q2: 9,326 shares; 2025Q3: 9,365 shares; 2025Q4: 19,194 shares; 2026Q1: 18,979 shares 18,979 $2.52M 0.11% -215 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: 7,260 shares; 2024Q4: 7,820 shares; 2025Q1: 10,506 shares; 2025Q2: 13,452 shares; 2025Q3: 16,046 shares; 2025Q4: 28,658 shares; 2026Q1: 32,233 shares 32,233 $2.49M 0.11% +3,575 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: 3,674 shares; 2024Q4: 3,667 shares; 2025Q1: 3,544 shares; 2025Q2: 4,863 shares; 2025Q3: 4,838 shares; 2025Q4: 4,797 shares; 2026Q1: 5,949 shares 5,949 $2.48M 0.11% +1,152 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,868 shares; 2024Q4: 134,009 shares; 2025Q1: 60,106 shares; 2025Q2: 62,166 shares; 2025Q3: 63,316 shares; 2025Q4: 66,601 shares; 2026Q1: 63,823 shares 63,823 $2.45M 0.1% -2,778 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,466 shares; 2025Q2: 47,331 shares; 2025Q3: 50,141 shares; 2025Q4: 50,607 shares; 2026Q1: 52,674 shares 52,674 $2.44M 0.1% +2,067 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: 9,915 shares; 2024Q4: 9,416 shares; 2025Q1: 9,145 shares; 2025Q2: 10,712 shares; 2025Q3: 9,112 shares; 2025Q4: 9,213 shares; 2026Q1: 9,124 shares 9,124 $2.43M 0.1% -89 Timeline QXO QXO INC More: the full row for QXO 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: 29,950 shares; 2025Q3: 35,410 shares; 2025Q4: 34,990 shares; 2026Q1: 123,480 shares 123,480 $2.4M 0.1% +88,490 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: 18,951 shares; 2024Q4: 18,749 shares; 2025Q1: 18,013 shares; 2025Q2: 18,143 shares; 2025Q3: 17,795 shares; 2025Q4: 17,544 shares; 2026Q1: 11,557 shares 11,557 $2.4M 0.1% -5,987 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: 42,363 shares; 2024Q4: 41,836 shares; 2025Q1: 41,765 shares; 2025Q2: 42,415 shares; 2025Q3: 41,698 shares; 2025Q4: 41,572 shares; 2026Q1: 41,434 shares 41,434 $2.39M 0.1% -138 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: 34,096 shares; 2024Q4: 40,007 shares; 2025Q1: 51,016 shares; 2025Q2: 49,876 shares; 2025Q3: 51,530 shares; 2025Q4: 51,061 shares; 2026Q1: 48,363 shares 48,363 $2.39M 0.1% -2,698 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,908 shares; 2025Q1: 2,658 shares; 2025Q2: 2,635 shares; 2025Q3: 2,613 shares; 2025Q4: 2,664 shares; 2026Q1: 2,654 shares 2,654 $2.38M 0.1% -10 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: 25,905 shares; 2024Q4: 27,630 shares; 2025Q1: 25,980 shares; 2025Q2: 24,970 shares; 2025Q3: 25,137 shares; 2025Q4: 25,137 shares; 2026Q1: 25,087 shares 25,087 $2.34M 0.1% -50 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747,300 shares; 2024Q4: 746,087 shares; 2025Q1: 785,900 shares; 2025Q2: 764,600 shares; 2025Q3: 714,750 shares; 2025Q4: 575,950 shares; 2026Q1: 190,600 shares 190,600 $2.33M 0.1% -385,350 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,799 shares; 2024Q4: 34,066 shares; 2025Q1: 35,780 shares; 2025Q2: 35,867 shares; 2025Q3: 35,414 shares; 2025Q4: 34,777 shares; 2026Q1: 33,506 shares 33,506 $2.32M 0.1% -1,271 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,635 shares; 2025Q1: 8,100 shares; 2025Q2: 8,107 shares; 2025Q3: 8,089 shares; 2025Q4: 8,189 shares; 2026Q1: 8,184 shares 8,184 $2.31M 0.1% -5 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: 17,420 shares; 2024Q4: 20,416 shares; 2025Q1: 18,916 shares; 2025Q2: 18,945 shares; 2025Q3: 19,078 shares; 2025Q4: 18,781 shares; 2026Q1: 15,864 shares 15,864 $2.3M 0.1% -2,917 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: 18,201 shares; 2024Q4: 18,332 shares; 2025Q1: 18,019 shares; 2025Q2: 18,002 shares; 2025Q3: 17,958 shares; 2025Q4: 18,952 shares; 2026Q1: 18,069 shares 18,069 $2.29M 0.1% -883 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: 1,501 shares; 2024Q4: 1,840 shares; 2025Q1: 1,971 shares; 2025Q2: 1,979 shares; 2025Q3: 1,643 shares; 2025Q4: 1,616 shares; 2026Q1: 1,553 shares 1,553 $2.29M 0.1% -63 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,225 shares; 2024Q4: 38,245 shares; 2025Q1: 41,595 shares; 2025Q2: 49,478 shares; 2025Q3: 48,420 shares; 2025Q4: 53,053 shares; 2026Q1: 53,753 shares 53,753 $2.28M 0.1% +700 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,321 shares; 2024Q4: 53,064 shares; 2025Q1: 53,784 shares; 2025Q2: 53,334 shares; 2025Q3: 53,228 shares; 2025Q4: 52,704 shares; 2026Q1: 52,204 shares 52,204 $2.25M 0.1% -500 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,550 shares; 2024Q4: 102,750 shares; 2025Q1: 84,850 shares; 2025Q2: 85,400 shares; 2025Q3: 82,400 shares; 2025Q4: 80,700 shares; 2026Q1: 82,660 shares 82,660 $2.24M 0.1% +1,960 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: 55,825 shares; 2024Q4: 54,924 shares; 2025Q1: 54,464 shares; 2025Q2: 53,300 shares; 2025Q3: 50,006 shares; 2025Q4: 78,678 shares; 2026Q1: 91,113 shares 91,113 $2.23M 0.1% +12,435 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: 20,641 shares; 2024Q4: 26,936 shares; 2025Q1: 27,493 shares; 2025Q2: 27,921 shares; 2025Q3: 28,501 shares; 2025Q4: 31,432 shares; 2026Q1: 25,124 shares 25,124 $2.21M 0.09% -6,308 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: 18,151 shares; 2024Q4: 23,813 shares; 2025Q1: 25,165 shares; 2025Q2: 41,206 shares; 2025Q3: 25,923 shares; 2025Q4: 24,649 shares; 2026Q1: 41,686 shares 41,686 $2.2M 0.09% +17,037 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 27,564 shares; 2025Q1: 30,348 shares; 2025Q2: 28,238 shares; 2025Q3: 29,564 shares; 2025Q4: 33,359 shares; 2026Q1: 43,260 shares 43,260 $2.2M 0.09% +9,901 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: 12,893 shares; 2024Q4: 13,667 shares; 2025Q1: 11,254 shares; 2025Q2: 12,205 shares; 2025Q3: 13,422 shares; 2025Q4: 13,254 shares; 2026Q1: 13,796 shares 13,796 $2.17M 0.09% +542 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 3,928 shares; 2025Q1: 6,913 shares; 2025Q2: 8,606 shares; 2025Q3: 9,361 shares; 2025Q4: 9,360 shares; 2026Q1: 9,916 shares 9,916 $2.17M 0.09% +556 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,404 shares 3,404 $2.16M 0.09% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 6,795 shares; 2025Q1: 8,515 shares; 2025Q2: 7,087 shares; 2025Q3: 7,596 shares; 2025Q4: 7,704 shares; 2026Q1: 7,739 shares 7,739 $2.16M 0.09% +35 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: 24,287 shares; 2026Q1: 23,469 shares 23,469 $2.14M 0.09% -818 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: 97,750 shares; 2024Q4: 99,101 shares; 2025Q1: 97,937 shares; 2025Q2: 102,043 shares; 2025Q3: 85,038 shares; 2025Q4: 50,263 shares; 2026Q1: 45,183 shares 45,183 $2.12M 0.09% -5,080 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,372 shares; 2024Q4: 81,252 shares; 2025Q1: 62,583 shares; 2025Q2: 62,053 shares; 2025Q3: 58,363 shares; 2025Q4: 57,951 shares; 2026Q1: 58,751 shares 58,751 $2.12M 0.09% +800 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: 42,393 shares; 2026Q1: 37,121 shares 37,121 $2.11M 0.09% -5,272 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: 21,566 shares; 2024Q4: 19,609 shares; 2025Q1: 20,535 shares; 2025Q2: 20,581 shares; 2025Q3: 19,769 shares; 2025Q4: 22,746 shares; 2026Q1: 18,496 shares 18,496 $2.09M 0.09% -4,250 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: 17,090 shares; 2025Q1: 17,477 shares; 2025Q2: 17,731 shares; 2025Q3: 17,731 shares; 2025Q4: 17,710 shares; 2026Q1: 17,685 shares 17,685 $2.09M 0.09% -25 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,007 shares; 2024Q4: 31,642 shares; 2025Q1: 31,238 shares; 2025Q2: 31,618 shares; 2025Q3: 31,541 shares; 2025Q4: 30,179 shares; 2026Q1: 28,202 shares 28,202 $2.05M 0.09% -1,977 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: 16,106 shares; 2024Q4: 17,798 shares; 2025Q1: 15,941 shares; 2025Q2: 14,455 shares; 2025Q3: 14,119 shares; 2025Q4: 15,857 shares; 2026Q1: 16,353 shares 16,353 $2.03M 0.09% +496 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 5,968 shares; 2025Q1: 11,831 shares; 2025Q2: 11,166 shares; 2025Q3: 12,166 shares; 2025Q4: 12,299 shares; 2026Q1: 12,560 shares 12,560 $2.03M 0.09% +261 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,162 shares; 2025Q1: 34,290 shares; 2025Q2: 57,348 shares; 2025Q3: 57,348 shares; 2025Q4: 61,085 shares; 2026Q1: 79,824 shares 79,824 $2.02M 0.09% +18,739 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: 12,012 shares; 2024Q4: 11,680 shares; 2025Q1: 11,270 shares; 2025Q2: 10,342 shares; 2025Q3: 10,166 shares; 2025Q4: 10,293 shares; 2026Q1: 11,073 shares 11,073 $2.02M 0.09% +780 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: 16,877 shares; 2024Q4: 17,681 shares; 2025Q1: 17,600 shares; 2025Q2: 19,445 shares; 2025Q3: 21,994 shares; 2025Q4: 21,528 shares; 2026Q1: 20,398 shares 20,398 $2.01M 0.09% -1,130 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,494 shares; 2024Q4: 21,038 shares; 2025Q1: 17,899 shares; 2025Q2: 19,097 shares; 2025Q3: 21,013 shares; 2025Q4: 22,449 shares; 2026Q1: 21,221 shares 21,221 $1.99M 0.09% -1,228 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,962 shares; 2024Q4: 58,838 shares; 2025Q1: 61,940 shares; 2025Q2: 60,134 shares; 2025Q3: 53,484 shares; 2025Q4: 53,410 shares; 2026Q1: 53,234 shares 53,234 $1.99M 0.09% -176 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,912 shares; 2024Q4: 20,524 shares; 2025Q1: 21,456 shares; 2025Q2: 20,608 shares; 2025Q3: 20,832 shares; 2025Q4: 22,815 shares; 2026Q1: 25,675 shares 25,675 $1.97M 0.08% +2,860 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: 61,232 shares; 2024Q4: 59,935 shares; 2025Q1: 54,129 shares; 2025Q2: 49,755 shares; 2025Q3: 48,103 shares; 2025Q4: 46,611 shares; 2026Q1: 50,084 shares 50,084 $1.95M 0.08% +3,473 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 32,015 shares; 2025Q1: 30,080 shares; 2025Q2: 28,573 shares; 2025Q3: 26,503 shares; 2025Q4: 24,503 shares; 2026Q1: 23,875 shares 23,875 $1.95M 0.08% -628 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: 68,360 shares; 2024Q4: 66,633 shares; 2025Q1: 60,231 shares; 2025Q2: 50,464 shares; 2025Q3: 61,943 shares; 2025Q4: 48,842 shares; 2026Q1: 42,074 shares 42,074 $1.93M 0.08% -6,768 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: 116,763 shares; 2024Q4: 68,254 shares; 2025Q1: 51,400 shares; 2025Q2: 45,076 shares; 2025Q3: 41,726 shares; 2025Q4: 43,630 shares; 2026Q1: 43,783 shares 43,783 $1.93M 0.08% +153 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: 14,466 shares; 2024Q4: 14,776 shares; 2025Q1: 12,929 shares; 2025Q2: 11,968 shares; 2025Q3: 13,682 shares; 2025Q4: 13,599 shares; 2026Q1: 15,864 shares 15,864 $1.92M 0.08% +2,265 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: 24,032 shares; 2024Q4: 22,396 shares; 2025Q1: 19,898 shares; 2025Q2: 20,701 shares; 2025Q3: 20,408 shares; 2025Q4: 20,221 shares; 2026Q1: 20,334 shares 20,334 $1.91M 0.08% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,910 shares; 2025Q4: 13,750 shares; 2026Q1: 14,045 shares 14,045 $1.9M 0.08% +295 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: 25,389 shares; 2024Q4: 28,053 shares; 2025Q1: 29,206 shares; 2025Q2: 27,773 shares; 2025Q3: 31,427 shares; 2025Q4: 33,403 shares; 2026Q1: 30,297 shares 30,297 $1.87M 0.08% -3,106 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,012 shares; 2024Q4: 176,189 shares; 2025Q1: 177,701 shares; 2025Q2: 129,890 shares; 2025Q3: 121,550 shares; 2025Q4: 90,092 shares; 2026Q1: 75,487 shares 75,487 $1.84M 0.08% -14,605 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,411 shares; 2025Q3: 32,749 shares; 2025Q4: 33,882 shares; 2026Q1: 57,099 shares 57,099 $1.82M 0.08% +23,217 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: 13,046 shares; 2024Q4: 16,563 shares; 2025Q1: 18,479 shares; 2025Q2: 15,776 shares; 2025Q3: 13,850 shares; 2025Q4: 27,702 shares; 2026Q1: 29,481 shares 29,481 $1.81M 0.08% +1,779 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: 16,216 shares; 2024Q4: 16,797 shares; 2025Q1: 18,940 shares; 2025Q2: 18,751 shares; 2025Q3: 18,541 shares; 2025Q4: 18,151 shares; 2026Q1: 18,371 shares 18,371 $1.78M 0.08% +220 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,945 shares; 2024Q4: 28,002 shares; 2025Q1: 28,898 shares; 2025Q2: 30,540 shares; 2025Q3: 29,244 shares; 2025Q4: 30,404 shares; 2026Q1: 38,482 shares 38,482 $1.78M 0.08% +8,078 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,028 shares 96,028 $1.77M 0.08% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,854 shares; 2026Q1: 6,930 shares 6,930 $1.76M 0.08% +76 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: 4,036 shares; 2024Q4: 4,040 shares; 2025Q1: 3,423 shares; 2025Q2: 3,147 shares; 2025Q3: 3,337 shares; 2025Q4: 3,372 shares; 2026Q1: 3,277 shares 3,277 $1.76M 0.08% -95 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: 11,887 shares; 2024Q4: 13,095 shares; 2025Q1: 11,555 shares; 2025Q2: 10,120 shares; 2025Q3: 9,431 shares; 2025Q4: 9,044 shares; 2026Q1: 7,134 shares 7,134 $1.76M 0.08% -1,910 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: 26,245 shares; 2024Q4: 25,922 shares; 2025Q1: 27,100 shares; 2025Q2: 26,256 shares; 2025Q3: 25,687 shares; 2025Q4: 26,467 shares; 2026Q1: 28,039 shares 28,039 $1.76M 0.08% +1,572 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: 4,073 shares; 2024Q4: 4,458 shares; 2025Q1: 5,267 shares; 2025Q2: 5,156 shares; 2025Q3: 4,872 shares; 2025Q4: 4,408 shares; 2026Q1: 3,798 shares 3,798 $1.76M 0.08% -610 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: 13,061 shares; 2024Q4: 13,508 shares; 2025Q1: 13,717 shares; 2025Q2: 13,645 shares; 2025Q3: 13,593 shares; 2025Q4: 13,494 shares; 2026Q1: 13,425 shares 13,425 $1.76M 0.08% -69 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,370 shares; 2025Q2: 61,095 shares; 2025Q3: 73,295 shares; 2025Q4: 77,692 shares; 2026Q1: 79,692 shares 79,692 $1.75M 0.07% +2,000 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,905 shares; 2024Q4: 51,555 shares; 2025Q1: 50,754 shares; 2025Q2: 50,754 shares; 2025Q3: 50,754 shares; 2025Q4: 50,754 shares; 2026Q1: 50,754 shares 50,754 $1.75M 0.07% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 4,977 shares; 2025Q4: 7,104 shares; 2026Q1: 15,758 shares 15,758 $1.75M 0.07% +8,654 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,580 shares; 2024Q4: 98,854 shares; 2025Q1: 97,505 shares; 2025Q2: 91,255 shares; 2025Q3: 93,523 shares; 2025Q4: 96,645 shares; 2026Q1: 95,531 shares 95,531 $1.7M 0.07% -1,114 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,804 shares; 2024Q4: 56,805 shares; 2025Q1: 48,751 shares; 2025Q2: 50,051 shares; 2025Q3: 42,051 shares; 2025Q4: 41,551 shares; 2026Q1: 38,151 shares 38,151 $1.7M 0.07% -3,400 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: 38,563 shares; 2024Q4: 38,531 shares; 2025Q1: 36,937 shares; 2025Q2: 37,763 shares; 2025Q3: 34,301 shares; 2025Q4: 34,253 shares; 2026Q1: 36,248 shares 36,248 $1.68M 0.07% +1,995 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,329 shares; 2024Q4: 92,570 shares; 2025Q1: 93,080 shares; 2025Q2: 94,762 shares; 2025Q3: 87,779 shares; 2025Q4: 86,583 shares; 2026Q1: 83,966 shares 83,966 $1.68M 0.07% -2,617 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: 6,972 shares; 2024Q4: 6,974 shares; 2025Q1: 6,862 shares; 2025Q2: 6,785 shares; 2025Q3: 6,754 shares; 2025Q4: 6,662 shares; 2026Q1: 6,454 shares 6,454 $1.68M 0.07% -208 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,361 shares; 2024Q4: 67,956 shares; 2025Q1: 63,005 shares; 2025Q2: 55,896 shares; 2025Q3: 40,790 shares; 2025Q4: 38,991 shares; 2026Q1: 37,021 shares 37,021 $1.66M 0.07% -1,970 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,990 shares; 2025Q2: 13,485 shares; 2025Q3: 17,132 shares; 2025Q4: 18,655 shares; 2026Q1: 166,681 shares 166,681 $1.66M 0.07% +148,026 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,150 shares; 2025Q1: 169,600 shares; 2025Q2: 280,825 shares; 2025Q3: 207,150 shares; 2025Q4: 204,975 shares; 2026Q1: 125,075 shares 125,075 $1.64M 0.07% -79,900 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: 22,001 shares; 2024Q4: 24,794 shares; 2025Q1: 20,984 shares; 2025Q2: 19,963 shares; 2025Q3: 20,755 shares; 2025Q4: 24,211 shares; 2026Q1: 30,252 shares 30,252 $1.64M 0.07% +6,041 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 9,748 shares; 2025Q1: 10,536 shares; 2025Q2: 10,876 shares; 2025Q3: 11,299 shares; 2025Q4: 11,708 shares; 2026Q1: 12,746 shares 12,746 $1.62M 0.07% +1,038 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,313 shares; 2024Q4: 26,113 shares; 2025Q1: 26,113 shares; 2025Q2: 26,113 shares; 2025Q3: 25,958 shares; 2025Q4: 25,958 shares; 2026Q1: 25,958 shares 25,958 $1.62M 0.07% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,711 shares; 2025Q4: 37,986 shares; 2026Q1: 34,409 shares 34,409 $1.62M 0.07% -3,577 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,005 shares; 2025Q3: 57,141 shares; 2025Q4: 45,672 shares; 2026Q1: 39,602 shares 39,602 $1.62M 0.07% -6,070 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: 14,694 shares; 2024Q4: 15,972 shares; 2025Q1: 14,885 shares; 2025Q2: 11,685 shares; 2025Q3: 12,054 shares; 2025Q4: 12,283 shares; 2026Q1: 12,208 shares 12,208 $1.6M 0.07% -75 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: 25,090 shares; 2024Q4: 25,171 shares; 2025Q1: 24,915 shares; 2025Q2: 24,554 shares; 2025Q3: 23,910 shares; 2025Q4: 20,735 shares; 2026Q1: 20,313 shares 20,313 $1.6M 0.07% -422 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: not reported; 2025Q1: 10,385 shares; 2025Q2: 65,183 shares; 2025Q3: 65,988 shares; 2025Q4: 84,411 shares; 2026Q1: 92,247 shares 92,247 $1.6M 0.07% +7,836 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,651 shares; 2024Q4: 20,780 shares; 2025Q1: 20,251 shares; 2025Q2: 20,299 shares; 2025Q3: 20,299 shares; 2025Q4: 20,311 shares; 2026Q1: 20,298 shares 20,298 $1.59M 0.07% -13 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: 3,578 shares; 2024Q4: 3,603 shares; 2025Q1: 5,497 shares; 2025Q2: 4,134 shares; 2025Q3: 3,579 shares; 2025Q4: 3,479 shares; 2026Q1: 3,556 shares 3,556 $1.59M 0.07% +77 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: 8,823 shares; 2024Q4: 10,191 shares; 2025Q1: 10,203 shares; 2025Q2: 10,508 shares; 2025Q3: 10,870 shares; 2025Q4: 10,908 shares; 2026Q1: 10,963 shares 10,963 $1.59M 0.07% +55 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 9,855 shares; 2025Q1: 18,038 shares; 2025Q2: 19,862 shares; 2025Q3: 27,631 shares; 2025Q4: 26,972 shares; 2026Q1: 28,397 shares 28,397 $1.58M 0.07% +1,425 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: 14,758 shares; 2024Q4: 14,283 shares; 2025Q1: 14,720 shares; 2025Q2: 14,443 shares; 2025Q3: 13,919 shares; 2025Q4: 13,136 shares; 2026Q1: 13,190 shares 13,190 $1.56M 0.07% +54 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 31,175 shares; 2025Q1: 34,875 shares; 2025Q2: 60,950 shares; 2025Q3: 46,019 shares; 2025Q4: 51,188 shares; 2026Q1: 54,065 shares 54,065 $1.56M 0.07% +2,877 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: 9,252 shares; 2024Q4: 9,140 shares; 2025Q1: 8,846 shares; 2025Q2: 7,942 shares; 2025Q3: 7,810 shares; 2025Q4: 7,640 shares; 2026Q1: 6,325 shares 6,325 $1.54M 0.07% -1,315 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: 3,942 shares; 2024Q4: 3,867 shares; 2025Q1: 3,364 shares; 2025Q2: 3,071 shares; 2025Q3: 3,006 shares; 2025Q4: 3,186 shares; 2026Q1: 3,139 shares 3,139 $1.54M 0.07% -47 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,582 shares; 2024Q4: 28,495 shares; 2025Q1: 29,053 shares; 2025Q2: 28,148 shares; 2025Q3: 9,024 shares; 2025Q4: 9,041 shares; 2026Q1: 9,041 shares 9,041 $1.53M 0.07% 0 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: 15,966 shares; 2024Q4: 17,128 shares; 2025Q1: 16,305 shares; 2025Q2: 14,290 shares; 2025Q3: 13,188 shares; 2025Q4: 13,777 shares; 2026Q1: 13,357 shares 13,357 $1.51M 0.06% -420 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,100 shares; 2024Q4: 19,750 shares; 2025Q1: 28,500 shares; 2025Q2: 41,637 shares; 2025Q3: 36,175 shares; 2025Q4: 30,400 shares; 2026Q1: 36,550 shares 36,550 $1.51M 0.06% +6,150 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: 21,121 shares; 2024Q4: 21,110 shares; 2025Q1: 21,136 shares; 2025Q2: 21,986 shares; 2025Q3: 20,940 shares; 2025Q4: 20,540 shares; 2026Q1: 19,985 shares 19,985 $1.51M 0.06% -555 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: 6,731 shares; 2024Q4: 6,707 shares; 2025Q1: 6,548 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 8,613 shares; 2026Q1: 9,206 shares 9,206 $1.5M 0.06% +593 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,850 shares; 2025Q4: 12,840 shares; 2026Q1: 38,512 shares 38,512 $1.5M 0.06% +25,672 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 3,715 shares; 2025Q1: 3,755 shares; 2025Q2: 3,778 shares; 2025Q3: 3,932 shares; 2025Q4: 4,926 shares; 2026Q1: 8,939 shares 8,939 $1.46M 0.06% +4,013 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: 23,636 shares; 2024Q4: 23,288 shares; 2025Q1: 25,224 shares; 2025Q2: 25,030 shares; 2025Q3: 24,280 shares; 2025Q4: 25,643 shares; 2026Q1: 23,832 shares 23,832 $1.46M 0.06% -1,811 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: 3,868 shares; 2024Q4: 4,109 shares; 2025Q1: 4,073 shares; 2025Q2: 4,060 shares; 2025Q3: 3,623 shares; 2025Q4: 3,671 shares; 2026Q1: 3,704 shares 3,704 $1.45M 0.06% +33 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,120 shares; 2025Q2: 14,920 shares; 2025Q3: 17,580 shares; 2025Q4: 13,870 shares; 2026Q1: 13,920 shares 13,920 $1.44M 0.06% +50 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 3,753 shares; 2025Q1: 3,790 shares; 2025Q2: 4,683 shares; 2025Q3: 5,876 shares; 2025Q4: 6,063 shares; 2026Q1: 6,076 shares 6,076 $1.44M 0.06% +13 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,787 shares; 2025Q3: 43,955 shares; 2025Q4: 50,427 shares; 2026Q1: 42,601 shares 42,601 $1.44M 0.06% -7,826 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,467 shares; 2025Q3: 49,554 shares; 2025Q4: 51,790 shares; 2026Q1: 52,342 shares 52,342 $1.43M 0.06% +552 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: 9,356 shares; 2024Q4: 10,165 shares; 2025Q1: 11,054 shares; 2025Q2: 11,440 shares; 2025Q3: 11,971 shares; 2025Q4: 12,548 shares; 2026Q1: 12,992 shares 12,992 $1.43M 0.06% +444 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,538 shares; 2024Q4: 106,911 shares; 2025Q1: 107,440 shares; 2025Q2: 108,758 shares; 2025Q3: 105,809 shares; 2025Q4: 101,261 shares; 2026Q1: 94,363 shares 94,363 $1.42M 0.06% -6,898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,458 shares; 2026Q1: 3,595 shares 3,595 $1.41M 0.06% +1,137 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: 3,724 shares; 2024Q4: 3,361 shares; 2025Q1: 3,264 shares; 2025Q2: 7,460 shares; 2025Q3: 8,046 shares; 2025Q4: 8,111 shares; 2026Q1: 7,714 shares 7,714 $1.41M 0.06% -397 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,056 shares; 2024Q4: 18,815 shares; 2025Q1: 17,678 shares; 2025Q2: 17,794 shares; 2025Q3: 16,834 shares; 2025Q4: 14,603 shares; 2026Q1: 13,596 shares 13,596 $1.4M 0.06% -1,007 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: 5,154 shares; 2024Q4: 4,914 shares; 2025Q1: 4,892 shares; 2025Q2: 4,943 shares; 2025Q3: 4,941 shares; 2025Q4: 5,120 shares; 2026Q1: 5,095 shares 5,095 $1.4M 0.06% -25 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,766 shares; 2024Q4: 43,991 shares; 2025Q1: 41,763 shares; 2025Q2: 41,578 shares; 2025Q3: 39,849 shares; 2025Q4: 39,516 shares; 2026Q1: 18,533 shares 18,533 $1.4M 0.06% -20,983 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: 8,035 shares; 2024Q4: 8,282 shares; 2025Q1: 10,136 shares; 2025Q2: 9,321 shares; 2025Q3: 8,918 shares; 2025Q4: 8,925 shares; 2026Q1: 9,525 shares 9,525 $1.4M 0.06% +600 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: 9,999 shares; 2024Q4: 9,740 shares; 2025Q1: 10,223 shares; 2025Q2: 10,223 shares; 2025Q3: 10,348 shares; 2025Q4: 10,348 shares; 2026Q1: 10,302 shares 10,302 $1.39M 0.06% -46 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 10,076 shares; 2025Q1: 9,820 shares; 2025Q2: 9,820 shares; 2025Q3: 9,820 shares; 2025Q4: 9,820 shares; 2026Q1: 9,720 shares 9,720 $1.39M 0.06% -100 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: 7,105 shares; 2024Q4: 6,937 shares; 2025Q1: 4,610 shares; 2025Q2: 4,341 shares; 2025Q3: 4,150 shares; 2025Q4: 4,069 shares; 2026Q1: 4,041 shares 4,041 $1.39M 0.06% -28 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: 2,642 shares; 2024Q4: 8,127 shares; 2025Q1: 8,183 shares; 2025Q2: 8,096 shares; 2025Q3: 6,999 shares; 2025Q4: 7,343 shares; 2026Q1: 7,612 shares 7,612 $1.38M 0.06% +269 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 12,021 shares; 2025Q1: 12,941 shares; 2025Q2: 12,779 shares; 2025Q3: 12,931 shares; 2025Q4: 13,327 shares; 2026Q1: 14,375 shares 14,375 $1.36M 0.06% +1,048 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: 6,886 shares 6,886 $1.36M 0.06% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,590 shares; 2024Q4: 21,340 shares; 2025Q1: 21,065 shares; 2025Q2: 21,065 shares; 2025Q3: 19,825 shares; 2025Q4: 20,165 shares; 2026Q1: 19,865 shares 19,865 $1.35M 0.06% -300 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,198 shares; 2024Q4: 31,316 shares; 2025Q1: 31,787 shares; 2025Q2: 31,495 shares; 2025Q3: 31,183 shares; 2025Q4: 28,774 shares; 2026Q1: 27,693 shares 27,693 $1.35M 0.06% -1,081 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: 33,166 shares; 2024Q4: 32,169 shares; 2025Q1: 31,142 shares; 2025Q2: 28,411 shares; 2025Q3: 32,687 shares; 2025Q4: 38,402 shares; 2026Q1: 36,207 shares 36,207 $1.35M 0.06% -2,195 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: 1,685 shares; 2024Q4: 1,725 shares; 2025Q1: 1,723 shares; 2025Q2: 1,683 shares; 2025Q3: 1,526 shares; 2025Q4: 1,542 shares; 2026Q1: 2,181 shares 2,181 $1.35M 0.06% +639 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: 48,687 shares; 2024Q4: 48,185 shares; 2025Q1: 49,470 shares; 2025Q2: 42,614 shares; 2025Q3: 32,232 shares; 2025Q4: 27,970 shares; 2026Q1: 32,219 shares 32,219 $1.34M 0.06% +4,249 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: 7,604 shares; 2024Q4: 8,229 shares; 2025Q1: 7,768 shares; 2025Q2: 6,629 shares; 2025Q3: 5,336 shares; 2025Q4: 5,317 shares; 2026Q1: 4,949 shares 4,949 $1.34M 0.06% -368 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: 10,363 shares; 2024Q4: 10,489 shares; 2025Q1: 8,409 shares; 2025Q2: 7,411 shares; 2025Q3: 7,147 shares; 2025Q4: 7,240 shares; 2026Q1: 6,895 shares 6,895 $1.34M 0.06% -345 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: 7,936 shares; 2024Q4: 8,111 shares; 2025Q1: 8,741 shares; 2025Q2: 8,888 shares; 2025Q3: 9,163 shares; 2025Q4: 9,365 shares; 2026Q1: 11,135 shares 11,135 $1.33M 0.06% +1,770 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: 8,678 shares; 2024Q4: 9,116 shares; 2025Q1: 9,827 shares; 2025Q2: 11,869 shares; 2025Q3: 8,980 shares; 2025Q4: 9,013 shares; 2026Q1: 8,461 shares 8,461 $1.33M 0.06% -552 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,072 shares; 2024Q4: 18,479 shares; 2025Q1: 8,545 shares; 2025Q2: 8,163 shares; 2025Q3: 8,146 shares; 2025Q4: 14,559 shares; 2026Q1: 16,064 shares 16,064 $1.33M 0.06% +1,505 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,833 shares; 2024Q4: 38,950 shares; 2025Q1: 37,756 shares; 2025Q2: 37,575 shares; 2025Q3: 35,007 shares; 2025Q4: 38,447 shares; 2026Q1: 37,205 shares 37,205 $1.33M 0.06% -1,242 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: 11,651 shares; 2026Q1: 11,479 shares 11,479 $1.32M 0.06% -172 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,771 shares; 2024Q4: 29,227 shares; 2025Q1: 28,347 shares; 2025Q2: 29,642 shares; 2025Q3: 28,111 shares; 2025Q4: 23,912 shares; 2026Q1: 20,299 shares 20,299 $1.32M 0.06% -3,613 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,376 shares; 2024Q4: 112,421 shares; 2025Q1: 112,823 shares; 2025Q2: 112,823 shares; 2025Q3: 115,452 shares; 2025Q4: 118,537 shares; 2026Q1: 116,467 shares 116,467 $1.32M 0.06% -2,070 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,174 shares; 2024Q4: 31,407 shares; 2025Q1: 30,632 shares; 2025Q2: 29,755 shares; 2025Q3: 28,174 shares; 2025Q4: 27,362 shares; 2026Q1: 26,070 shares 26,070 $1.31M 0.06% -1,292 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,125 shares; 2024Q4: 24,059 shares; 2025Q1: 16,642 shares; 2025Q2: 17,769 shares; 2025Q3: 21,131 shares; 2025Q4: 25,890 shares; 2026Q1: 27,285 shares 27,285 $1.31M 0.06% +1,395 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 27,899 shares; 2025Q1: 28,348 shares; 2025Q2: 29,620 shares; 2025Q3: 30,824 shares; 2025Q4: 32,918 shares; 2026Q1: 33,166 shares 33,166 $1.29M 0.06% +248 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,201 shares; 2025Q3: 19,713 shares; 2025Q4: 19,926 shares; 2026Q1: 16,381 shares 16,381 $1.29M 0.06% -3,545 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: 26,202 shares; 2024Q4: 26,114 shares; 2025Q1: 26,241 shares; 2025Q2: 25,676 shares; 2025Q3: 24,544 shares; 2025Q4: 22,728 shares; 2026Q1: 22,960 shares 22,960 $1.29M 0.06% +232 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 14,468 shares; 2025Q4: 15,358 shares; 2026Q1: 15,508 shares 15,508 $1.29M 0.06% +150 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: 9,434 shares; 2024Q4: 9,137 shares; 2025Q1: 9,674 shares; 2025Q2: 9,410 shares; 2025Q3: 9,003 shares; 2025Q4: 8,960 shares; 2026Q1: 8,244 shares 8,244 $1.28M 0.05% -716 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: 12,657 shares; 2024Q4: 12,303 shares; 2025Q1: 12,144 shares; 2025Q2: 11,383 shares; 2025Q3: 11,585 shares; 2025Q4: 11,642 shares; 2026Q1: 11,914 shares 11,914 $1.27M 0.05% +272 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: 11,440 shares; 2024Q4: 12,050 shares; 2025Q1: 11,874 shares; 2025Q2: 12,314 shares; 2025Q3: 12,280 shares; 2025Q4: 12,652 shares; 2026Q1: 12,652 shares 12,652 $1.27M 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,491 shares; 2025Q1: 6,765 shares; 2025Q2: 6,513 shares; 2025Q3: 6,276 shares; 2025Q4: 6,267 shares; 2026Q1: 5,791 shares 5,791 $1.27M 0.05% -476 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: 9,493 shares; 2024Q4: 8,346 shares; 2025Q1: 8,346 shares; 2025Q2: 8,196 shares; 2025Q3: 8,122 shares; 2025Q4: 8,122 shares; 2026Q1: 7,797 shares 7,797 $1.26M 0.05% -325 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 12,226 shares; 2025Q1: 12,626 shares; 2025Q2: 15,557 shares; 2025Q3: 13,587 shares; 2025Q4: 13,611 shares; 2026Q1: 11,286 shares 11,286 $1.26M 0.05% -2,325 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,431 shares; 2026Q1: 25,395 shares 25,395 $1.26M 0.05% +17,964 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 25,163 shares; 2025Q1: 28,624 shares; 2025Q2: 27,923 shares; 2025Q3: 29,567 shares; 2025Q4: 30,005 shares; 2026Q1: 30,908 shares 30,908 $1.24M 0.05% +903 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,774 shares; 2025Q1: 8,675 shares; 2025Q2: 8,436 shares; 2025Q3: 9,804 shares; 2025Q4: 10,359 shares; 2026Q1: 11,215 shares 11,215 $1.24M 0.05% +856 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: 7,429 shares; 2024Q4: 7,551 shares; 2025Q1: 7,558 shares; 2025Q2: 5,927 shares; 2025Q3: 7,344 shares; 2025Q4: 7,594 shares; 2026Q1: 5,973 shares 5,973 $1.23M 0.05% -1,621 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,700 shares; 2024Q4: 209,950 shares; 2025Q1: 217,450 shares; 2025Q2: 212,450 shares; 2025Q3: 211,450 shares; 2025Q4: 183,950 shares; 2026Q1: 438,950 shares 438,950 $1.22M 0.05% +255,000 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,387 shares; 2024Q4: 20,650 shares; 2025Q1: 20,632 shares; 2025Q2: 20,408 shares; 2025Q3: 20,381 shares; 2025Q4: 20,301 shares; 2026Q1: 17,983 shares 17,983 $1.22M 0.05% -2,318 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,399 shares; 2024Q4: 22,195 shares; 2025Q1: 24,703 shares; 2025Q2: 24,313 shares; 2025Q3: 25,029 shares; 2025Q4: 25,179 shares; 2026Q1: 25,104 shares 25,104 $1.21M 0.05% -75 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,241 shares; 2024Q4: 16,646 shares; 2025Q1: 16,327 shares; 2025Q2: 15,392 shares; 2025Q3: 12,493 shares; 2025Q4: 11,854 shares; 2026Q1: 10,104 shares 10,104 $1.21M 0.05% -1,750 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: 6,733 shares; 2024Q4: 21,432 shares; 2025Q1: 24,221 shares; 2025Q2: 32,215 shares; 2025Q3: 34,017 shares; 2025Q4: 37,220 shares; 2026Q1: 39,363 shares 39,363 $1.21M 0.05% +2,143 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,329 shares; 2024Q4: 24,800 shares; 2025Q1: 29,633 shares; 2025Q2: 32,632 shares; 2025Q3: 31,197 shares; 2025Q4: 30,041 shares; 2026Q1: 28,448 shares 28,448 $1.21M 0.05% -1,593 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,992 shares; 2024Q4: 45,217 shares; 2025Q1: 33,392 shares; 2025Q2: 29,421 shares; 2025Q3: 28,196 shares; 2025Q4: 28,816 shares; 2026Q1: 9,187 shares 9,187 $1.2M 0.05% -19,629 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 256 shares; 2025Q3: 280 shares; 2025Q4: 272 shares; 2026Q1: 285 shares 285 $1.2M 0.05% +13 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,131 shares; 2026Q1: 74,395 shares 74,395 $1.2M 0.05% +64,264 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: 2,386 shares; 2024Q4: 2,107 shares; 2025Q1: 2,403 shares; 2025Q2: 1,998 shares; 2025Q3: 1,717 shares; 2025Q4: 1,716 shares; 2026Q1: 1,713 shares 1,713 $1.19M 0.05% -3 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 12,822 shares; 2025Q1: 12,597 shares; 2025Q2: 12,772 shares; 2025Q3: 12,579 shares; 2025Q4: 13,254 shares; 2026Q1: 12,629 shares 12,629 $1.19M 0.05% -625 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,999 shares; 2024Q4: 26,610 shares; 2025Q1: 25,478 shares; 2025Q2: 24,795 shares; 2025Q3: 23,527 shares; 2025Q4: 22,723 shares; 2026Q1: 21,472 shares 21,472 $1.19M 0.05% -1,251 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 27,894 shares; 2025Q1: 27,526 shares; 2025Q2: 28,590 shares; 2025Q3: 26,711 shares; 2025Q4: 26,624 shares; 2026Q1: 26,394 shares 26,394 $1.18M 0.05% -230 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: 1,996 shares; 2024Q4: 2,516 shares; 2025Q1: 4,005 shares; 2025Q2: 5,145 shares; 2025Q3: 5,310 shares; 2025Q4: 5,251 shares; 2026Q1: 7,825 shares 7,825 $1.18M 0.05% +2,574 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025 $1.17M 0.05% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,278 shares; 2025Q1: 14,556 shares; 2025Q2: 14,869 shares; 2025Q3: 51,453 shares; 2025Q4: 48,129 shares; 2026Q1: 51,717 shares 51,717 $1.17M 0.05% +3,588 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,862 shares; 2024Q4: 21,962 shares; 2025Q1: 21,637 shares; 2025Q2: 26,086 shares; 2025Q3: 24,803 shares; 2025Q4: 22,791 shares; 2026Q1: 21,453 shares 21,453 $1.17M 0.05% -1,338 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 7,684 shares; 2025Q1: 5,842 shares; 2025Q2: 8,614 shares; 2025Q3: 8,860 shares; 2025Q4: 12,324 shares; 2026Q1: 12,861 shares 12,861 $1.16M 0.05% +537 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,235 shares; 2026Q1: 22,966 shares 22,966 $1.16M 0.05% +15,731 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: 20,094 shares; 2024Q4: 17,337 shares; 2025Q1: 16,093 shares; 2025Q2: 14,797 shares; 2025Q3: 23,160 shares; 2025Q4: 21,859 shares; 2026Q1: 22,220 shares 22,220 $1.16M 0.05% +361 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 26,171 shares; 2025Q1: 25,147 shares; 2025Q2: 23,318 shares; 2025Q3: 24,601 shares; 2025Q4: 25,322 shares; 2026Q1: 24,900 shares 24,900 $1.15M 0.05% -422 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: 41,198 shares; 2024Q4: 43,362 shares; 2025Q1: 45,759 shares; 2025Q2: 47,706 shares; 2025Q3: 53,742 shares; 2025Q4: 56,866 shares; 2026Q1: 55,399 shares 55,399 $1.15M 0.05% -1,467 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: 4,569 shares; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,509 shares; 2025Q3: 4,644 shares; 2025Q4: 4,644 shares; 2026Q1: 4,594 shares 4,594 $1.14M 0.05% -50 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,732 shares; 2024Q4: 212,794 shares; 2025Q1: 213,900 shares; 2025Q2: 213,900 shares; 2025Q3: 213,900 shares; 2025Q4: 213,900 shares; 2026Q1: 213,900 shares 213,900 $1.14M 0.05% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 36,178 shares; 2026Q1: 39,807 shares 39,807 $1.13M 0.05% +3,629 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,228 shares; 2024Q4: 36,428 shares; 2025Q1: 38,207 shares; 2025Q2: 36,972 shares; 2025Q3: 36,910 shares; 2025Q4: 36,849 shares; 2026Q1: 34,891 shares 34,891 $1.13M 0.05% -1,958 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 21,721 shares; 2025Q1: 20,421 shares; 2025Q2: 19,721 shares; 2025Q3: 20,221 shares; 2025Q4: 18,721 shares; 2026Q1: 17,921 shares 17,921 $1.12M 0.05% -800 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,392 shares; 2026Q1: 14,695 shares 14,695 $1.12M 0.05% +2,303 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: 10,551 shares; 2024Q4: 10,405 shares; 2025Q1: 11,819 shares; 2025Q2: 12,658 shares; 2025Q3: 11,982 shares; 2025Q4: 11,821 shares; 2026Q1: 12,064 shares 12,064 $1.12M 0.05% +243 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,467 shares; 2024Q4: 20,041 shares; 2025Q1: 17,557 shares; 2025Q2: 17,516 shares; 2025Q3: 15,943 shares; 2025Q4: 15,643 shares; 2026Q1: 15,249 shares 15,249 $1.11M 0.05% -394 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,659 shares; 2024Q4: 28,160 shares; 2025Q1: 18,841 shares; 2025Q2: 18,542 shares; 2025Q3: 14,978 shares; 2025Q4: 14,714 shares; 2026Q1: 14,595 shares 14,595 $1.1M 0.05% -119 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: 16,445 shares; 2024Q4: 15,945 shares; 2025Q1: 13,798 shares; 2025Q2: 13,838 shares; 2025Q3: 14,113 shares; 2025Q4: 14,063 shares; 2026Q1: 13,435 shares 13,435 $1.1M 0.05% -628 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 23,574 shares; 2025Q1: 22,050 shares; 2025Q2: 17,738 shares; 2025Q3: 18,356 shares; 2025Q4: 21,691 shares; 2026Q1: 21,819 shares 21,819 $1.09M 0.05% +128 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 32,876 shares; 2025Q3: 70,079 shares; 2025Q4: 70,179 shares; 2026Q1: 76,121 shares 76,121 $1.08M 0.05% +5,942 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,421 shares; 2025Q1: 7,509 shares; 2025Q2: 7,664 shares; 2025Q3: 7,828 shares; 2025Q4: 24,226 shares; 2026Q1: 26,284 shares 26,284 $1.08M 0.05% +2,058 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,823 shares; 2024Q4: 19,523 shares; 2025Q1: 17,098 shares; 2025Q2: 17,148 shares; 2025Q3: 17,148 shares; 2025Q4: 16,903 shares; 2026Q1: 22,656 shares 22,656 $1.08M 0.05% +5,753 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,366 shares; 2025Q3: 24,420 shares; 2025Q4: 25,639 shares; 2026Q1: 59,745 shares 59,745 $1.06M 0.05% +34,106 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: 47,873 shares; 2024Q4: 53,853 shares; 2025Q1: 54,163 shares; 2025Q2: 52,905 shares; 2025Q3: 46,380 shares; 2025Q4: 32,016 shares; 2026Q1: 37,042 shares 37,042 $1.06M 0.05% +5,026 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: 7,682 shares; 2024Q4: 8,018 shares; 2025Q1: 8,220 shares; 2025Q2: 7,867 shares; 2025Q3: 8,318 shares; 2025Q4: 9,536 shares; 2026Q1: 9,625 shares 9,625 $1.05M 0.04% +89 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,422 shares; 2025Q1: 10,089 shares; 2025Q2: 10,123 shares; 2025Q3: 28,855 shares; 2025Q4: 31,374 shares; 2026Q1: 28,404 shares 28,404 $1.05M 0.04% -2,970 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,533 shares; 2025Q1: 7,596 shares; 2025Q2: 8,129 shares; 2025Q3: 9,297 shares; 2025Q4: 10,063 shares; 2026Q1: 9,506 shares 9,506 $1.04M 0.04% -557 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: 3,501 shares; 2024Q4: 3,452 shares; 2025Q1: 3,343 shares; 2025Q2: 3,329 shares; 2025Q3: 3,228 shares; 2025Q4: 3,192 shares; 2026Q1: 3,273 shares 3,273 $1.04M 0.04% +81 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: 22,960 shares; 2024Q4: 23,671 shares; 2025Q1: 23,791 shares; 2025Q2: 22,512 shares; 2025Q3: 22,098 shares; 2025Q4: 22,222 shares; 2026Q1: 22,695 shares 22,695 $1.04M 0.04% +473 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,389 shares; 2025Q1: 6,661 shares; 2025Q2: 6,421 shares; 2025Q3: 6,047 shares; 2025Q4: 6,546 shares; 2026Q1: 6,206 shares 6,206 $1.03M 0.04% -340 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,401 shares; 2024Q4: 71,818 shares; 2025Q1: 70,259 shares; 2025Q2: 73,954 shares; 2025Q3: 73,487 shares; 2025Q4: 61,842 shares; 2026Q1: 60,802 shares 60,802 $1.02M 0.04% -1,040 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,876 shares; 2024Q4: 17,801 shares; 2025Q1: 9,000 shares; 2025Q2: 6,000 shares; 2025Q3: 5,850 shares; 2025Q4: 5,725 shares; 2026Q1: 5,000 shares 5,000 $1.01M 0.04% -725 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,500 shares; 2024Q4: 72,500 shares; 2025Q1: 66,000 shares; 2025Q2: 66,000 shares; 2025Q3: 61,500 shares; 2025Q4: 57,500 shares; 2026Q1: 55,750 shares 55,750 $1.01M 0.04% -1,750 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: 2,894 shares; 2024Q4: 2,941 shares; 2025Q1: 2,304 shares; 2025Q2: 1,538 shares; 2025Q3: 1,510 shares; 2025Q4: 2,011 shares; 2026Q1: 6,813 shares 6,813 $1.01M 0.04% +4,802 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: 2,183 shares; 2024Q4: 2,253 shares; 2025Q1: 2,239 shares; 2025Q2: 3,114 shares; 2025Q3: 2,078 shares; 2025Q4: 2,262 shares; 2026Q1: 2,023 shares 2,023 $1M 0.04% -239 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: 9,135 shares; 2024Q4: 9,728 shares; 2025Q1: 7,290 shares; 2025Q2: 7,265 shares; 2025Q3: 6,471 shares; 2025Q4: 5,684 shares; 2026Q1: 4,629 shares 4,629 $1M 0.04% -1,055 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: 7,926 shares; 2024Q4: 8,083 shares; 2025Q1: 8,580 shares; 2025Q2: 8,177 shares; 2025Q3: 8,228 shares; 2025Q4: 10,787 shares; 2026Q1: 10,248 shares 10,248 $996K 0.04% -539 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: 22,530 shares; 2024Q4: 23,030 shares; 2025Q1: 24,030 shares; 2025Q2: 24,830 shares; 2025Q3: 24,830 shares; 2025Q4: 24,980 shares; 2026Q1: 24,880 shares 24,880 $993K 0.04% -100 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 10,286 shares; 2025Q1: 11,077 shares; 2025Q2: 10,693 shares; 2025Q3: 10,880 shares; 2025Q4: 11,174 shares; 2026Q1: 11,294 shares 11,294 $979K 0.04% +120 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: 5,932 shares; 2024Q4: 6,034 shares; 2025Q1: 5,838 shares; 2025Q2: 5,842 shares; 2025Q3: 5,846 shares; 2025Q4: 6,440 shares; 2026Q1: 6,454 shares 6,454 $977K 0.04% +14 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: 3,034 shares; 2024Q4: 3,329 shares; 2025Q1: 4,077 shares; 2025Q2: 4,043 shares; 2025Q3: 3,757 shares; 2025Q4: 3,965 shares; 2026Q1: 4,614 shares 4,614 $974K 0.04% +649 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: 5,783 shares; 2024Q4: 5,959 shares; 2025Q1: 5,970 shares; 2025Q2: 5,777 shares; 2025Q3: 5,119 shares; 2025Q4: 4,880 shares; 2026Q1: 4,794 shares 4,794 $974K 0.04% -86 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 14,699 shares; 2025Q4: 21,802 shares; 2026Q1: 42,237 shares 42,237 $969K 0.04% +20,435 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 82,750 shares; 2025Q4: 86,800 shares; 2026Q1: 107,175 shares 107,175 $969K 0.04% +20,375 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 11,063 shares; 2025Q1: 11,542 shares; 2025Q2: 12,290 shares; 2025Q3: 12,134 shares; 2025Q4: 12,716 shares; 2026Q1: 12,837 shares 12,837 $969K 0.04% +121 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,361 shares; 2025Q3: 15,778 shares; 2025Q4: 14,872 shares; 2026Q1: 19,442 shares 19,442 $964K 0.04% +4,570 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,895 shares; 2025Q2: 10,906 shares; 2025Q3: 11,006 shares; 2025Q4: 11,186 shares; 2026Q1: 10,995 shares 10,995 $958K 0.04% -191 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 22,461 shares; 2025Q2: 24,161 shares; 2025Q3: 24,543 shares; 2025Q4: 22,622 shares; 2026Q1: 26,974 shares 26,974 $958K 0.04% +4,352 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 9,579 shares; 2025Q2: 10,980 shares; 2025Q3: 12,831 shares; 2025Q4: 17,633 shares; 2026Q1: 24,233 shares 24,233 $957K 0.04% +6,600 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,950 shares; 2024Q4: 24,175 shares; 2025Q1: 11,950 shares; 2025Q2: 12,650 shares; 2025Q3: 12,150 shares; 2025Q4: 19,525 shares; 2026Q1: 17,875 shares 17,875 $941K 0.04% -1,650 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: 4,777 shares; 2024Q4: 10,946 shares; 2025Q1: 5,695 shares; 2025Q2: 4,901 shares; 2025Q3: 5,620 shares; 2025Q4: 5,725 shares; 2026Q1: 5,732 shares 5,732 $941K 0.04% +7 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,775 shares; 2025Q1: 9,168 shares; 2025Q2: 9,542 shares; 2025Q3: 17,073 shares; 2025Q4: 14,511 shares; 2026Q1: 13,152 shares 13,152 $936K 0.04% -1,359 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 29,315 shares; 2025Q2: 29,315 shares; 2025Q3: 29,315 shares; 2025Q4: 29,315 shares; 2026Q1: 28,815 shares 28,815 $935K 0.04% -500 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: 3,066 shares; 2024Q4: 2,782 shares; 2025Q1: 2,594 shares; 2025Q2: 2,388 shares; 2025Q3: 2,309 shares; 2025Q4: 2,369 shares; 2026Q1: 2,151 shares 2,151 $933K 0.04% -218 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,962 shares; 2025Q1: 8,752 shares; 2025Q2: 10,288 shares; 2025Q3: 11,389 shares; 2025Q4: 11,111 shares; 2026Q1: 11,377 shares 11,377 $933K 0.04% +266 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,307 shares; 2025Q4: 6,981 shares; 2026Q1: 9,859 shares 9,859 $926K 0.04% +2,878 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,723 shares; 2025Q1: 3,610 shares; 2025Q2: 3,546 shares; 2025Q3: 2,620 shares; 2025Q4: 2,346 shares; 2026Q1: 2,416 shares 2,416 $926K 0.04% +70 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,201 shares 9,201 $926K 0.04% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 6,053 shares; 2025Q1: 5,384 shares; 2025Q2: 6,418 shares; 2025Q3: 6,371 shares; 2025Q4: 9,074 shares; 2026Q1: 13,122 shares 13,122 $923K 0.04% +4,048 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: 920 shares; 2024Q4: 977 shares; 2025Q1: 714 shares; 2025Q2: 10,765 shares; 2025Q3: 10,533 shares; 2025Q4: 11,192 shares; 2026Q1: 9,980 shares 9,980 $921K 0.04% -1,212 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: 12,940 shares; 2024Q4: 12,866 shares; 2025Q1: 16,699 shares; 2025Q2: 21,840 shares; 2025Q3: 16,610 shares; 2025Q4: 9,903 shares; 2026Q1: 10,277 shares 10,277 $921K 0.04% +374 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,450 shares; 2024Q4: 97,950 shares; 2025Q1: 62,100 shares; 2025Q2: 63,000 shares; 2025Q3: 62,700 shares; 2025Q4: 61,700 shares; 2026Q1: 60,700 shares 60,700 $918K 0.04% -1,000 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: not reported; 2024Q4: 8,289 shares; 2025Q1: 8,198 shares; 2025Q2: 7,757 shares; 2025Q3: 10,328 shares; 2025Q4: 10,398 shares; 2026Q1: 12,079 shares 12,079 $898K 0.04% +1,681 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,934 shares; 2024Q4: 47,286 shares; 2025Q1: 50,286 shares; 2025Q2: 51,868 shares; 2025Q3: 61,033 shares; 2025Q4: 67,069 shares; 2026Q1: 57,119 shares 57,119 $894K 0.04% -9,950 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: 9,201 shares; 2024Q4: 9,231 shares; 2025Q1: 9,057 shares; 2025Q2: 8,998 shares; 2025Q3: 8,967 shares; 2025Q4: 9,147 shares; 2026Q1: 9,122 shares 9,122 $880K 0.04% -25 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 7,587 shares; 2025Q1: 8,024 shares; 2025Q2: 8,218 shares; 2025Q3: 9,805 shares; 2025Q4: 11,934 shares; 2026Q1: 12,843 shares 12,843 $877K 0.04% +909 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: 2,023 shares; 2024Q4: 1,865 shares; 2025Q1: 1,693 shares; 2025Q2: 1,680 shares; 2025Q3: 1,688 shares; 2025Q4: 3,055 shares; 2026Q1: 2,443 shares 2,443 $877K 0.04% -612 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,531 shares; 2025Q2: 31,770 shares; 2025Q3: 38,950 shares; 2025Q4: 35,340 shares; 2026Q1: 37,201 shares 37,201 $874K 0.04% +1,861 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,031 shares; 2024Q4: 19,227 shares; 2025Q1: 18,560 shares; 2025Q2: 18,293 shares; 2025Q3: 18,063 shares; 2025Q4: 17,152 shares; 2026Q1: 17,321 shares 17,321 $872K 0.04% +169 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 9,850 shares; 2025Q1: 9,375 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,828 shares; 2026Q1: 2,708 shares 2,708 $871K 0.04% -120 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,096 shares; 2026Q1: 21,884 shares 21,884 $871K 0.04% +1,788 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,643 shares; 2024Q4: 35,862 shares; 2025Q1: 33,885 shares; 2025Q2: 43,460 shares; 2025Q3: 42,202 shares; 2025Q4: 41,475 shares; 2026Q1: 40,746 shares 40,746 $863K 0.04% -729 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,045 shares 26,045 $862K 0.04% new 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: 10,306 shares; 2024Q4: 9,956 shares; 2025Q1: 9,881 shares; 2025Q2: 10,785 shares; 2025Q3: 10,541 shares; 2025Q4: 10,731 shares; 2026Q1: 10,461 shares 10,461 $857K 0.04% -270 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: 10,561 shares; 2024Q4: 10,822 shares; 2025Q1: 9,168 shares; 2025Q2: 18,840 shares; 2025Q3: 19,318 shares; 2025Q4: 18,756 shares; 2026Q1: 18,327 shares 18,327 $850K 0.04% -429 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 24,941 shares; 2025Q1: 22,941 shares; 2025Q2: 23,075 shares; 2025Q3: 23,075 shares; 2025Q4: 21,575 shares; 2026Q1: 20,075 shares 20,075 $845K 0.04% -1,500 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION 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: 99,414 shares 99,414 $845K 0.04% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 5,704 shares; 2025Q4: 3,293 shares; 2026Q1: 3,325 shares 3,325 $844K 0.04% +32 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,270 shares; 2025Q1: 66,733 shares; 2025Q2: 64,956 shares; 2025Q3: 66,492 shares; 2025Q4: 38,984 shares; 2026Q1: 36,996 shares 36,996 $842K 0.04% -1,988 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: 11,764 shares; 2024Q4: 12,133 shares; 2025Q1: 12,044 shares; 2025Q2: 12,197 shares; 2025Q3: 12,859 shares; 2025Q4: 12,070 shares; 2026Q1: 11,905 shares 11,905 $842K 0.04% -165 Timeline SCHR 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: 17,760 shares; 2024Q4: 39,875 shares; 2025Q1: 16,358 shares; 2025Q2: 19,337 shares; 2025Q3: 14,917 shares; 2025Q4: 33,123 shares; 2026Q1: 33,624 shares 33,624 $838K 0.04% +501 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,949 shares; 2025Q1: 2,553 shares; 2025Q2: 3,743 shares; 2025Q3: 4,206 shares; 2025Q4: 5,602 shares; 2026Q1: 6,645 shares 6,645 $834K 0.04% +1,043 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,819 shares; 2024Q4: 55,393 shares; 2025Q1: 58,281 shares; 2025Q2: 63,899 shares; 2025Q3: 63,812 shares; 2025Q4: 59,313 shares; 2026Q1: 58,580 shares 58,580 $825K 0.04% -733 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,298 shares; 2025Q1: 3,606 shares; 2025Q2: 3,566 shares; 2025Q3: 3,920 shares; 2025Q4: 3,717 shares; 2026Q1: 4,302 shares 4,302 $825K 0.04% +585 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,832 shares; 2024Q4: 15,082 shares; 2025Q1: 14,019 shares; 2025Q2: 14,868 shares; 2025Q3: 14,190 shares; 2025Q4: 14,206 shares; 2026Q1: 12,792 shares 12,792 $820K 0.04% -1,414 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,059 shares; 2025Q1: 2,561 shares; 2025Q2: 2,063 shares; 2025Q3: 2,494 shares; 2025Q4: 2,515 shares; 2026Q1: 2,381 shares 2,381 $815K 0.03% -134 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,929 shares; 2025Q1: 8,486 shares; 2025Q2: 8,290 shares; 2025Q3: 8,398 shares; 2025Q4: 8,634 shares; 2026Q1: 8,618 shares 8,618 $815K 0.03% -16 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,495 shares; 2024Q4: 413,195 shares; 2025Q1: 401,295 shares; 2025Q2: 426,795 shares; 2025Q3: 350,195 shares; 2025Q4: 331,695 shares; 2026Q1: 326,485 shares 326,485 $810K 0.03% -5,210 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,585 shares; 2024Q4: 15,942 shares; 2025Q1: 13,696 shares; 2025Q2: 13,312 shares; 2025Q3: 12,389 shares; 2025Q4: 11,459 shares; 2026Q1: 10,848 shares 10,848 $808K 0.03% -611 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,378 shares; 2025Q1: 6,394 shares; 2025Q2: 6,485 shares; 2025Q3: 6,569 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares 6,453 $807K 0.03% 0 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: 6,351 shares; 2024Q4: 6,461 shares; 2025Q1: 6,340 shares; 2025Q2: 7,298 shares; 2025Q3: 6,404 shares; 2025Q4: 5,467 shares; 2026Q1: 5,478 shares 5,478 $799K 0.03% +11 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: 10,784 shares; 2024Q4: 11,442 shares; 2025Q1: 9,939 shares; 2025Q2: 9,939 shares; 2025Q3: 9,839 shares; 2025Q4: 10,338 shares; 2026Q1: 10,050 shares 10,050 $798K 0.03% -288 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,170 shares; 2024Q4: 19,170 shares; 2025Q1: 19,670 shares; 2025Q2: 19,170 shares; 2025Q3: 14,493 shares; 2025Q4: 14,493 shares; 2026Q1: 13,943 shares 13,943 $796K 0.03% -550 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,350 shares; 2024Q4: 39,800 shares; 2025Q1: 36,550 shares; 2025Q2: 37,375 shares; 2025Q3: 36,400 shares; 2025Q4: 40,350 shares; 2026Q1: 34,875 shares 34,875 $794K 0.03% -5,475 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: 2,317 shares; 2024Q4: 2,322 shares; 2025Q1: 2,167 shares; 2025Q2: 2,202 shares; 2025Q3: 2,000 shares; 2025Q4: 1,756 shares; 2026Q1: 1,855 shares 1,855 $789K 0.03% +99 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,139 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,837 shares; 2025Q4: 4,040 shares; 2026Q1: 4,207 shares 4,207 $788K 0.03% +167 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: 6,219 shares; 2024Q4: 5,557 shares; 2025Q1: 5,081 shares; 2025Q2: 5,523 shares; 2025Q3: 5,895 shares; 2025Q4: 5,545 shares; 2026Q1: 5,766 shares 5,766 $785K 0.03% +221 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 8,199 shares; 2025Q1: 9,662 shares; 2025Q2: 9,882 shares; 2025Q3: 9,016 shares; 2025Q4: 6,575 shares; 2026Q1: 5,652 shares 5,652 $775K 0.03% -923 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,150 shares; 2024Q4: 92,650 shares; 2025Q1: 98,700 shares; 2025Q2: 109,120 shares; 2025Q3: 114,200 shares; 2025Q4: 89,984 shares; 2026Q1: 75,284 shares 75,284 $768K 0.03% -14,700 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,335 shares; 2024Q4: 42,873 shares; 2025Q1: 41,940 shares; 2025Q2: 41,986 shares; 2025Q3: 39,530 shares; 2025Q4: 39,565 shares; 2026Q1: 39,116 shares 39,116 $765K 0.03% -449 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 19,500 shares; 2025Q1: 20,500 shares; 2025Q2: 21,000 shares; 2025Q3: 25,100 shares; 2025Q4: 24,400 shares; 2026Q1: 40,900 shares 40,900 $762K 0.03% +16,500 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 10,549 shares; 2025Q4: 17,912 shares; 2026Q1: 25,845 shares 25,845 $761K 0.03% +7,933 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: 3,354 shares; 2024Q4: 3,844 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,265 shares; 2025Q4: 3,165 shares; 2026Q1: 15,055 shares 15,055 $759K 0.03% +11,890 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,613 shares; 2024Q4: 19,071 shares; 2025Q1: 21,869 shares; 2025Q2: 22,947 shares; 2025Q3: 22,926 shares; 2025Q4: 21,834 shares; 2026Q1: 22,718 shares 22,718 $758K 0.03% +884 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,801 shares; 2026Q1: 7,912 shares 7,912 $755K 0.03% -38,889 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 14,224 shares; 2025Q1: 15,424 shares; 2025Q2: 15,424 shares; 2025Q3: 11,624 shares; 2025Q4: 11,624 shares; 2026Q1: 11,568 shares 11,568 $752K 0.03% -56 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: 7,186 shares; 2024Q4: 7,266 shares; 2025Q1: 7,173 shares; 2025Q2: 7,105 shares; 2025Q3: 7,098 shares; 2025Q4: 6,970 shares; 2026Q1: 6,845 shares 6,845 $751K 0.03% -125 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,893 shares; 2024Q4: 50,976 shares; 2025Q1: 46,400 shares; 2025Q2: 48,617 shares; 2025Q3: 47,838 shares; 2025Q4: 35,175 shares; 2026Q1: 33,353 shares 33,353 $750K 0.03% -1,822 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: 1,932 shares; 2024Q4: 2,340 shares; 2025Q1: 3,219 shares; 2025Q2: 2,925 shares; 2025Q3: 2,806 shares; 2025Q4: 2,718 shares; 2026Q1: 2,584 shares 2,584 $742K 0.03% -134 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,532 shares; 2024Q4: 7,532 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,165 shares; 2025Q4: 7,040 shares; 2026Q1: 5,815 shares 5,815 $740K 0.03% -1,225 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,317 shares; 2024Q4: 50,576 shares; 2025Q1: 54,604 shares; 2025Q2: 54,629 shares; 2025Q3: 81,816 shares; 2025Q4: 103,698 shares; 2026Q1: 105,732 shares 105,732 $728K 0.03% +2,034 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: 1,159 shares; 2024Q4: 1,256 shares; 2025Q1: 1,167 shares; 2025Q2: 1,392 shares; 2025Q3: 1,535 shares; 2025Q4: 1,572 shares; 2026Q1: 1,566 shares 1,566 $722K 0.03% -6 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,968 shares; 2025Q4: 14,907 shares; 2026Q1: 15,342 shares 15,342 $720K 0.03% +435 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 6,488 shares; 2025Q1: 6,711 shares; 2025Q2: 7,209 shares; 2025Q3: 7,178 shares; 2025Q4: 10,292 shares; 2026Q1: 10,196 shares 10,196 $716K 0.03% -96 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,303 shares; 2024Q4: 26,690 shares; 2025Q1: 26,690 shares; 2025Q2: 27,690 shares; 2025Q3: 28,090 shares; 2025Q4: 32,890 shares; 2026Q1: 67,932 shares 67,932 $714K 0.03% +35,042 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,148 shares; 2024Q4: 27,029 shares; 2025Q1: 26,454 shares; 2025Q2: 27,435 shares; 2025Q3: 29,725 shares; 2025Q4: 30,825 shares; 2026Q1: 31,732 shares 31,732 $714K 0.03% +907 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: 8,288 shares; 2024Q4: 8,407 shares; 2025Q1: 8,090 shares; 2025Q2: 7,945 shares; 2025Q3: 8,614 shares; 2025Q4: 8,851 shares; 2026Q1: 7,292 shares 7,292 $712K 0.03% -1,559 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,141 shares; 2024Q4: 18,782 shares; 2025Q1: 10,678 shares; 2025Q2: 6,512 shares; 2025Q3: 5,693 shares; 2025Q4: 5,200 shares; 2026Q1: 4,744 shares 4,744 $712K 0.03% -456 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,417 shares; 2025Q3: 15,423 shares; 2025Q4: 22,079 shares; 2026Q1: 26,377 shares 26,377 $711K 0.03% +4,298 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: 8,688 shares; 2024Q4: 9,113 shares; 2025Q1: 9,987 shares; 2025Q2: 10,643 shares; 2025Q3: 13,607 shares; 2025Q4: 13,714 shares; 2026Q1: 14,030 shares 14,030 $711K 0.03% +316 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,500 shares; 2024Q4: 53,500 shares; 2025Q1: 54,250 shares; 2025Q2: 54,250 shares; 2025Q3: 47,500 shares; 2025Q4: 43,500 shares; 2026Q1: 41,000 shares 41,000 $709K 0.03% -2,500 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 19,965 shares; 2025Q1: 23,791 shares; 2025Q2: 24,022 shares; 2025Q3: 23,487 shares; 2025Q4: 24,917 shares; 2026Q1: 25,800 shares 25,800 $705K 0.03% +883 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: 1,270 shares; 2024Q4: 1,336 shares; 2025Q1: 1,236 shares; 2025Q2: 1,231 shares; 2025Q3: 1,314 shares; 2025Q4: 1,372 shares; 2026Q1: 2,232 shares 2,232 $700K 0.03% +860 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: 8,349 shares; 2024Q4: 8,401 shares; 2025Q1: 7,806 shares; 2025Q2: 7,558 shares; 2025Q3: 7,336 shares; 2025Q4: 7,264 shares; 2026Q1: 7,593 shares 7,593 $699K 0.03% +329 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: 3,550 shares; 2024Q4: 3,704 shares; 2025Q1: 3,585 shares; 2025Q2: 3,614 shares; 2025Q3: 3,176 shares; 2025Q4: 3,057 shares; 2026Q1: 2,873 shares 2,873 $698K 0.03% -184 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,212 shares; 2025Q1: 6,875 shares; 2025Q2: 14,123 shares; 2025Q3: 20,451 shares; 2025Q4: 18,094 shares; 2026Q1: 18,982 shares 18,982 $698K 0.03% +888 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 21,595 shares; 2025Q4: 17,590 shares; 2026Q1: 13,931 shares 13,931 $695K 0.03% -3,659 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 25,696 shares; 2025Q1: 26,594 shares; 2025Q2: 26,372 shares; 2025Q3: 24,043 shares; 2025Q4: 25,978 shares; 2026Q1: 30,180 shares 30,180 $691K 0.03% +4,202 Timeline EWJ 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: 3,411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,184 shares; 2025Q3: 7,992 shares; 2025Q4: 8,077 shares; 2026Q1: 8,168 shares 8,168 $690K 0.03% +91 Timeline BCDF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,801 shares; 2024Q4: 53,751 shares; 2025Q1: 18,250 shares; 2025Q2: 17,400 shares; 2025Q3: 16,915 shares; 2025Q4: 19,915 shares; 2026Q1: 22,365 shares 22,365 $687K 0.03% +2,450 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: 657 shares; 2024Q4: 723 shares; 2025Q1: 836 shares; 2025Q2: 839 shares; 2025Q3: 838 shares; 2025Q4: 930 shares; 2026Q1: 1,586 shares 1,586 $686K 0.03% +656 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: 4,651 shares; 2024Q4: 4,727 shares; 2025Q1: 4,666 shares; 2025Q2: 4,281 shares; 2025Q3: 4,186 shares; 2025Q4: 4,371 shares; 2026Q1: 4,150 shares 4,150 $683K 0.03% -221 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 1,514 shares; 2026Q1: 1,305 shares 1,305 $682K 0.03% -209 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,204 shares; 2024Q4: 48,711 shares; 2025Q1: 51,012 shares; 2025Q2: 53,736 shares; 2025Q3: 60,711 shares; 2025Q4: 55,486 shares; 2026Q1: 28,086 shares 28,086 $680K 0.03% -27,400 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 9,983 shares; 2025Q1: 10,888 shares; 2025Q2: 9,534 shares; 2025Q3: 7,534 shares; 2025Q4: 9,334 shares; 2026Q1: 6,234 shares 6,234 $677K 0.03% -3,100 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: 1,533 shares; 2024Q4: 1,204 shares; 2025Q1: 1,244 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,543 shares; 2026Q1: 1,576 shares 1,576 $672K 0.03% +33 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,379 shares; 2025Q1: 3,929 shares; 2025Q2: 3,949 shares; 2025Q3: 9,099 shares; 2025Q4: 9,104 shares; 2026Q1: 7,954 shares 7,954 $672K 0.03% -1,150 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: 11,162 shares; 2024Q4: 61,826 shares; 2025Q1: 59,525 shares; 2025Q2: 60,150 shares; 2025Q3: 55,711 shares; 2025Q4: 36,093 shares; 2026Q1: 32,249 shares 32,249 $668K 0.03% -3,844 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 15,240 shares; 2025Q1: 14,555 shares; 2025Q2: 14,830 shares; 2025Q3: 14,395 shares; 2025Q4: 13,282 shares; 2026Q1: 9,967 shares 9,967 $661K 0.03% -3,315 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,590 shares; 2026Q1: 8,609 shares 8,609 $657K 0.03% -981 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: 14,876 shares; 2024Q4: 12,865 shares; 2025Q1: 12,441 shares; 2025Q2: 12,643 shares; 2025Q3: 12,961 shares; 2025Q4: 12,330 shares; 2026Q1: 14,515 shares 14,515 $657K 0.03% +2,185 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,503 shares; 2025Q1: 5,618 shares; 2025Q2: 5,418 shares; 2025Q3: 5,511 shares; 2025Q4: 5,542 shares; 2026Q1: 5,640 shares 5,640 $653K 0.03% +98 Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 53,300 shares; 2025Q1: 49,000 shares; 2025Q2: 74,450 shares; 2025Q3: 73,450 shares; 2025Q4: 52,900 shares; 2026Q1: 49,850 shares 49,850 $642K 0.03% -3,050 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,464 shares 13,464 $641K 0.03% new Timeline JPST 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: 8,538 shares; 2024Q4: 9,373 shares; 2025Q1: 7,198 shares; 2025Q2: 8,603 shares; 2025Q3: 7,209 shares; 2025Q4: 9,169 shares; 2026Q1: 12,618 shares 12,618 $639K 0.03% +3,449 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,693 shares; 2025Q1: 7,354 shares; 2025Q2: 7,429 shares; 2025Q3: 6,922 shares; 2025Q4: 6,572 shares; 2026Q1: 6,903 shares 6,903 $638K 0.03% +331 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 11,584 shares; 2025Q1: 11,723 shares; 2025Q2: 11,822 shares; 2025Q3: 12,224 shares; 2025Q4: 12,396 shares; 2026Q1: 12,396 shares 12,396 $638K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,766 shares; 2024Q4: 15,295 shares; 2025Q1: 11,476 shares; 2025Q2: 11,111 shares; 2025Q3: 10,886 shares; 2025Q4: 10,276 shares; 2026Q1: 10,024 shares 10,024 $638K 0.03% -252 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: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,132 shares; 2025Q2: 1,131 shares; 2025Q3: 1,127 shares; 2025Q4: 1,116 shares; 2026Q1: 1,082 shares 1,082 $637K 0.03% -34 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: 3,638 shares; 2024Q4: 3,691 shares; 2025Q1: 3,773 shares; 2025Q2: 3,653 shares; 2025Q3: 3,364 shares; 2025Q4: 3,502 shares; 2026Q1: 3,027 shares 3,027 $636K 0.03% -475 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 15,881 shares; 2025Q1: 15,881 shares; 2025Q2: 16,216 shares; 2025Q3: 16,216 shares; 2025Q4: 16,216 shares; 2026Q1: 16,216 shares 16,216 $630K 0.03% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,446 shares; 2025Q1: 5,686 shares; 2025Q2: not reported; 2025Q3: 4,879 shares; 2025Q4: 10,718 shares; 2026Q1: 10,540 shares 10,540 $630K 0.03% -178 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,288 shares; 2024Q4: 26,613 shares; 2025Q1: 25,032 shares; 2025Q2: 26,984 shares; 2025Q3: 23,172 shares; 2025Q4: 23,028 shares; 2026Q1: 20,687 shares 20,687 $627K 0.03% -2,341 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: 3,389 shares; 2024Q4: 2,789 shares; 2025Q1: 1,870 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,774 shares; 2026Q1: 2,205 shares 2,205 $626K 0.03% +431 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: 797 shares; 2024Q4: 785 shares; 2025Q1: 845 shares; 2025Q2: 718 shares; 2025Q3: 713 shares; 2025Q4: 785 shares; 2026Q1: 803 shares 803 $620K 0.03% +18 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: 13,653 shares; 2024Q4: 13,858 shares; 2025Q1: 13,958 shares; 2025Q2: 14,144 shares; 2025Q3: 15,119 shares; 2025Q4: 16,573 shares; 2026Q1: 16,173 shares 16,173 $618K 0.03% -400 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: 3,617 shares; 2024Q4: 3,672 shares; 2025Q1: 3,679 shares; 2025Q2: 3,609 shares; 2025Q3: 3,609 shares; 2025Q4: 3,048 shares; 2026Q1: 3,123 shares 3,123 $617K 0.03% +75 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: 10,565 shares; 2024Q4: 10,296 shares; 2025Q1: 8,334 shares; 2025Q2: 8,334 shares; 2025Q3: 8,334 shares; 2025Q4: 8,434 shares; 2026Q1: 8,503 shares 8,503 $615K 0.03% +69 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: 929 shares; 2024Q4: not reported; 2025Q1: 683 shares; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 1,016 shares; 2026Q1: 2,827 shares 2,827 $612K 0.03% +1,811 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,821 shares; 2025Q1: 3,756 shares; 2025Q2: 3,394 shares; 2025Q3: 3,344 shares; 2025Q4: 3,394 shares; 2026Q1: 3,069 shares 3,069 $607K 0.03% -325 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 6,297 shares; 2025Q1: 6,547 shares; 2025Q2: 6,487 shares; 2025Q3: 6,507 shares; 2025Q4: 6,513 shares; 2026Q1: 6,218 shares 6,218 $601K 0.03% -295 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $592K 0.03% 0 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: 11,706 shares; 2024Q4: 11,826 shares; 2025Q1: 9,611 shares; 2025Q2: 8,544 shares; 2025Q3: 8,573 shares; 2025Q4: 9,731 shares; 2026Q1: 8,888 shares 8,888 $591K 0.03% -843 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,425 shares; 2024Q4: 26,825 shares; 2025Q1: 23,850 shares; 2025Q2: 27,350 shares; 2025Q3: 17,800 shares; 2025Q4: 18,850 shares; 2026Q1: 88,100 shares 88,100 $584K 0.03% +69,250 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,800 shares; 2024Q4: 52,575 shares; 2025Q1: 56,250 shares; 2025Q2: 55,475 shares; 2025Q3: 45,050 shares; 2025Q4: 41,400 shares; 2026Q1: 42,350 shares 42,350 $583K 0.02% +950 Timeline