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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,330,402 shares; 2026Q1: 7,632,376 shares 7,632,376 $384M 4.59% -698,026 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072,165 shares; 2024Q4: 1,135,029 shares; 2025Q1: 1,075,459 shares; 2025Q2: 1,108,491 shares; 2025Q3: 1,167,152 shares; 2025Q4: 1,343,979 shares; 2026Q1: 1,359,822 shares 1,359,822 $345M 4.12% +15,843 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: 643,723 shares; 2024Q4: 679,931 shares; 2025Q1: 676,201 shares; 2025Q2: 692,369 shares; 2025Q3: 711,837 shares; 2025Q4: 788,473 shares; 2026Q1: 768,837 shares 768,837 $285M 3.4% -19,636 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: 595,999 shares; 2024Q4: 672,393 shares; 2025Q1: 1,125,020 shares; 2025Q2: 1,126,883 shares; 2025Q3: 1,169,815 shares; 2025Q4: 1,490,872 shares; 2026Q1: 1,372,227 shares 1,372,227 $239M 2.86% -118,645 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: 689,938 shares; 2024Q4: 732,060 shares; 2025Q1: 747,386 shares; 2025Q2: 756,149 shares; 2025Q3: 793,916 shares; 2025Q4: 887,209 shares; 2026Q1: 813,160 shares 813,160 $234M 2.79% -74,049 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: 403,341 shares; 2024Q4: 428,637 shares; 2025Q1: 370,388 shares; 2025Q2: 426,127 shares; 2025Q3: 394,708 shares; 2025Q4: 469,277 shares; 2026Q1: 512,688 shares 512,688 $159M 1.89% +43,411 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: 191,853 shares; 2024Q4: 191,411 shares; 2025Q1: 187,125 shares; 2025Q2: 185,255 shares; 2025Q3: 199,452 shares; 2025Q4: 231,168 shares; 2026Q1: 233,940 shares 233,940 $152M 1.82% +2,772 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: 374,653 shares; 2024Q4: 406,308 shares; 2025Q1: 422,408 shares; 2025Q2: 438,509 shares; 2025Q3: 450,230 shares; 2025Q4: 480,501 shares; 2026Q1: 492,565 shares 492,565 $145M 1.73% +12,064 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: 295,427 shares; 2024Q4: 314,705 shares; 2025Q1: 539,283 shares; 2025Q2: 537,178 shares; 2025Q3: 539,721 shares; 2025Q4: 673,125 shares; 2026Q1: 672,432 shares 672,432 $140M 1.67% -693 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,713 shares; 2024Q4: 81,408 shares; 2025Q1: 166,240 shares; 2025Q2: 175,456 shares; 2025Q3: 195,868 shares; 2025Q4: 1,974,566 shares; 2026Q1: 2,240,609 shares 2,240,609 $131M 1.57% +266,043 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: 190,805 shares; 2024Q4: 201,274 shares; 2025Q1: 210,275 shares; 2025Q2: 199,456 shares; 2025Q3: 209,498 shares; 2025Q4: 231,939 shares; 2026Q1: 219,387 shares 219,387 $126M 1.5% -12,552 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: 31,200 shares; 2024Q4: 32,293 shares; 2025Q1: 46,812 shares; 2025Q2: 45,450 shares; 2025Q3: 53,814 shares; 2025Q4: 217,086 shares; 2026Q1: 198,432 shares 198,432 $119M 1.42% -18,654 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: 115,541 shares; 2024Q4: 124,024 shares; 2025Q1: 114,238 shares; 2025Q2: 116,135 shares; 2025Q3: 115,089 shares; 2025Q4: 271,051 shares; 2026Q1: 243,611 shares 243,611 $104M 1.24% -27,440 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: 374,574 shares; 2024Q4: 404,817 shares; 2025Q1: 432,241 shares; 2025Q2: 602,406 shares; 2025Q3: 619,690 shares; 2025Q4: 646,470 shares; 2026Q1: 706,725 shares 706,725 $98.5M 1.18% +60,255 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: 188,702 shares; 2024Q4: 203,124 shares; 2025Q1: 212,552 shares; 2025Q2: 229,158 shares; 2025Q3: 304,522 shares; 2025Q4: 397,677 shares; 2026Q1: 406,062 shares 406,062 $88.3M 1.05% +8,385 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: 815,590 shares; 2024Q4: 860,011 shares; 2025Q1: 896,427 shares; 2025Q2: 954,894 shares; 2025Q3: 982,921 shares; 2025Q4: 1,020,887 shares; 2026Q1: 1,100,749 shares 1,100,749 $87.6M 1.05% +79,862 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: 185,491 shares; 2024Q4: 182,836 shares; 2025Q1: 209,663 shares; 2025Q2: 234,896 shares; 2025Q3: 246,295 shares; 2025Q4: 1,096,874 shares; 2026Q1: 1,360,500 shares 1,360,500 $87.2M 1.04% +263,626 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: 392,250 shares; 2024Q4: 424,648 shares; 2025Q1: 431,838 shares; 2025Q2: 465,916 shares; 2025Q3: 486,464 shares; 2025Q4: 505,339 shares; 2026Q1: 546,505 shares 546,505 $83.5M 1% +41,166 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: 72,864 shares; 2024Q4: 78,121 shares; 2025Q1: 77,369 shares; 2025Q2: 54,302 shares; 2025Q3: 54,193 shares; 2025Q4: 55,323 shares; 2026Q1: 56,265 shares 56,265 $82.8M 0.99% +942 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,353 shares; 2024Q4: 20,270 shares; 2025Q1: 19,814 shares; 2025Q2: 20,566 shares; 2025Q3: 20,348 shares; 2025Q4: 21,637 shares; 2026Q1: 23,599 shares 23,599 $79.7M 0.95% +1,962 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: 422,376 shares; 2025Q1: 429,235 shares; 2025Q2: 440,727 shares; 2025Q3: 440,001 shares; 2025Q4: 452,879 shares; 2026Q1: 356,302 shares 356,302 $76.1M 0.91% -96,577 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: 159,455 shares; 2024Q4: 170,505 shares; 2025Q1: 180,119 shares; 2025Q2: 193,821 shares; 2025Q3: 197,401 shares; 2025Q4: 210,513 shares; 2026Q1: 221,813 shares 221,813 $73M 0.87% +11,300 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,470 shares; 2024Q4: 859,707 shares; 2025Q1: 897,009 shares; 2025Q2: 956,991 shares; 2025Q3: 986,242 shares; 2025Q4: 1,000,612 shares; 2026Q1: 1,082,177 shares 1,082,177 $71.5M 0.85% +81,565 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: 162,615 shares; 2024Q4: 170,716 shares; 2025Q1: 169,340 shares; 2025Q2: 177,631 shares; 2025Q3: 178,251 shares; 2025Q4: 217,796 shares; 2026Q1: 235,093 shares 235,093 $71.1M 0.85% +17,297 Timeline ISHG 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: 1,011,253 shares; 2026Q1: 950,975 shares 950,975 $70.5M 0.84% -60,278 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,543 shares; 2024Q4: 478,519 shares; 2025Q1: 509,912 shares; 2025Q2: 547,058 shares; 2025Q3: 562,886 shares; 2025Q4: 560,132 shares; 2026Q1: 601,636 shares 601,636 $70.4M 0.84% +41,504 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,130 shares; 2024Q4: 461,587 shares; 2025Q1: 576,564 shares; 2025Q2: 610,847 shares; 2025Q3: 621,134 shares; 2025Q4: 652,686 shares; 2026Q1: 726,456 shares 726,456 $66.1M 0.79% +73,770 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647,371 shares; 2024Q4: 1,837,821 shares; 2025Q1: 1,911,085 shares; 2025Q2: 2,042,152 shares; 2025Q3: 2,125,640 shares; 2025Q4: 2,183,602 shares; 2026Q1: 2,452,355 shares 2,452,355 $64.4M 0.77% +268,753 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: 368,305 shares; 2024Q4: 377,238 shares; 2025Q1: 305,598 shares; 2025Q2: 329,205 shares; 2025Q3: 338,167 shares; 2025Q4: 349,327 shares; 2026Q1: 425,795 shares 425,795 $64M 0.76% +76,468 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: 187,554 shares; 2024Q4: 203,057 shares; 2025Q1: 218,332 shares; 2025Q2: 228,648 shares; 2025Q3: 235,947 shares; 2025Q4: 259,718 shares; 2026Q1: 254,036 shares 254,036 $62.1M 0.74% -5,682 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: 657,331 shares; 2024Q4: 644,685 shares; 2025Q1: 545,261 shares; 2025Q2: 682,407 shares; 2025Q3: 676,733 shares; 2025Q4: 714,702 shares; 2026Q1: 537,227 shares 537,227 $61.8M 0.74% -177,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,109 shares; 2025Q4: 24,715 shares; 2026Q1: 1,326,949 shares 1,326,949 $61.7M 0.74% +1,302,234 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: 74,296 shares; 2024Q4: 80,399 shares; 2025Q1: 68,705 shares; 2025Q2: 67,370 shares; 2025Q3: 57,388 shares; 2025Q4: 63,775 shares; 2026Q1: 63,804 shares 63,804 $58.7M 0.7% +29 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 146,627 shares; 2025Q1: 238,735 shares; 2025Q2: 253,923 shares; 2025Q3: 356,650 shares; 2025Q4: 363,316 shares; 2026Q1: 395,923 shares 395,923 $57.2M 0.68% +32,607 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,136 shares; 2024Q4: 202,170 shares; 2025Q1: 221,943 shares; 2025Q2: 237,232 shares; 2025Q3: 243,382 shares; 2025Q4: 250,334 shares; 2026Q1: 277,942 shares 277,942 $56.9M 0.68% +27,608 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820,844 shares; 2024Q4: 888,762 shares; 2025Q1: 943,757 shares; 2025Q2: 1,011,505 shares; 2025Q3: 1,042,659 shares; 2025Q4: 1,065,820 shares; 2026Q1: 1,134,241 shares 1,134,241 $55.3M 0.66% +68,421 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: 161,323 shares; 2024Q4: 173,277 shares; 2025Q1: 181,711 shares; 2025Q2: 191,453 shares; 2025Q3: 198,269 shares; 2025Q4: 207,768 shares; 2026Q1: 223,490 shares 223,490 $54.2M 0.65% +15,722 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: 43,624 shares; 2024Q4: 46,946 shares; 2025Q1: 49,506 shares; 2025Q2: 51,845 shares; 2025Q3: 57,832 shares; 2025Q4: 81,690 shares; 2026Q1: 88,412 shares 88,412 $53.4M 0.64% +6,722 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: 50,075 shares; 2024Q4: 63,947 shares; 2025Q1: 49,179 shares; 2025Q2: 43,302 shares; 2025Q3: 41,011 shares; 2025Q4: 291,902 shares; 2026Q1: 274,305 shares 274,305 $52.6M 0.63% -17,597 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: 96,937 shares; 2024Q4: 100,155 shares; 2025Q1: 101,017 shares; 2025Q2: 106,332 shares; 2025Q3: 97,591 shares; 2025Q4: 108,111 shares; 2026Q1: 105,082 shares 105,082 $52.5M 0.63% -3,029 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,028 shares; 2025Q2: 296,356 shares; 2025Q3: 334,959 shares; 2025Q4: 338,101 shares; 2026Q1: 354,847 shares 354,847 $51.9M 0.62% +16,746 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: 73,083 shares; 2024Q4: 82,196 shares; 2025Q1: 115,818 shares; 2025Q2: 130,899 shares; 2025Q3: 134,917 shares; 2025Q4: 142,438 shares; 2026Q1: 146,737 shares 146,737 $51.6M 0.62% +4,299 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: 517,790 shares; 2024Q4: 571,311 shares; 2025Q1: 483,600 shares; 2025Q2: 491,692 shares; 2025Q3: 492,597 shares; 2025Q4: 547,451 shares; 2026Q1: 515,417 shares 515,417 $50.1M 0.6% -32,034 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,192 shares; 2024Q4: 97,210 shares; 2025Q1: 103,552 shares; 2025Q2: 119,670 shares; 2025Q3: 122,054 shares; 2025Q4: 224,567 shares; 2026Q1: 155,397 shares 155,397 $49.9M 0.59% -69,170 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: 291,118 shares; 2024Q4: 283,056 shares; 2025Q1: 275,306 shares; 2025Q2: 260,596 shares; 2025Q3: 254,429 shares; 2025Q4: 252,746 shares; 2026Q1: 248,233 shares 248,233 $48.7M 0.58% -4,513 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: 16,845 shares; 2024Q4: 17,438 shares; 2025Q1: 16,816 shares; 2025Q2: 15,585 shares; 2025Q3: 15,234 shares; 2025Q4: 212,701 shares; 2026Q1: 497,157 shares 497,157 $47.8M 0.57% +284,456 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,307 shares 509,307 $47.7M 0.57% new 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: 131,586 shares; 2024Q4: 124,621 shares; 2025Q1: 118,450 shares; 2025Q2: 122,969 shares; 2025Q3: 123,913 shares; 2025Q4: 122,796 shares; 2026Q1: 120,894 shares 120,894 $46.4M 0.55% -1,902 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: 166,959 shares; 2024Q4: 162,600 shares; 2025Q1: 143,994 shares; 2025Q2: 154,074 shares; 2025Q3: 156,184 shares; 2025Q4: 152,857 shares; 2026Q1: 152,502 shares 152,502 $43.8M 0.52% -355 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: 422,700 shares; 2024Q4: 450,139 shares; 2025Q1: 502,900 shares; 2025Q2: 781,548 shares; 2025Q3: 909,803 shares; 2025Q4: 924,615 shares; 2026Q1: 1,017,831 shares 1,017,831 $42M 0.5% +93,216 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 1,889,316 shares; 2026Q1: 2,163,958 shares 2,163,958 $41.5M 0.49% +274,642 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: 210,974 shares; 2024Q4: 214,325 shares; 2025Q1: 209,788 shares; 2025Q2: 205,890 shares; 2025Q3: 223,603 shares; 2025Q4: 240,112 shares; 2026Q1: 222,098 shares 222,098 $41.5M 0.49% -18,014 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: 191,256 shares; 2024Q4: 191,273 shares; 2025Q1: 184,312 shares; 2025Q2: 200,451 shares; 2025Q3: 208,401 shares; 2025Q4: 216,539 shares; 2026Q1: 208,939 shares 208,939 $41.3M 0.49% -7,600 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: 152,959 shares; 2024Q4: 158,915 shares; 2025Q1: 110,033 shares; 2025Q2: 112,527 shares; 2025Q3: 113,028 shares; 2025Q4: 122,162 shares; 2026Q1: 116,244 shares 116,244 $39.7M 0.47% -5,918 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,648 shares; 2024Q4: 50,836 shares; 2025Q1: 182,549 shares; 2025Q2: 186,648 shares; 2025Q3: 264,128 shares; 2025Q4: 279,271 shares; 2026Q1: 298,683 shares 298,683 $38.5M 0.46% +19,412 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 1,123 shares; 2025Q1: 919 shares; 2025Q2: 995 shares; 2025Q3: 16,932 shares; 2025Q4: 17,896 shares; 2026Q1: 33,727 shares 33,727 $36.9M 0.44% +15,831 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: 12,717 shares; 2024Q4: 14,647 shares; 2025Q1: 14,164 shares; 2025Q2: 20,028 shares; 2025Q3: 34,737 shares; 2025Q4: 40,480 shares; 2026Q1: 55,783 shares 55,783 $36.4M 0.43% +15,303 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: 246,441 shares; 2024Q4: 272,029 shares; 2025Q1: 289,697 shares; 2025Q2: 362,155 shares; 2025Q3: 370,461 shares; 2025Q4: 449,619 shares; 2026Q1: 476,885 shares 476,885 $36.3M 0.43% +27,266 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: 20,109 shares; 2024Q4: 21,721 shares; 2025Q1: 21,262 shares; 2025Q2: 20,661 shares; 2025Q3: 21,289 shares; 2025Q4: 33,932 shares; 2026Q1: 35,321 shares 35,321 $35.2M 0.42% +1,389 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: 99,402 shares; 2024Q4: 94,282 shares; 2025Q1: 88,620 shares; 2025Q2: 89,883 shares; 2025Q3: 87,469 shares; 2025Q4: 161,947 shares; 2026Q1: 120,400 shares 120,400 $34.5M 0.41% -41,547 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: 13,742 shares; 2024Q4: 13,614 shares; 2025Q1: 12,649 shares; 2025Q2: 13,104 shares; 2025Q3: 13,411 shares; 2025Q4: 61,234 shares; 2026Q1: 328,172 shares 328,172 $34.3M 0.41% +266,938 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: 376,705 shares; 2024Q4: 381,206 shares; 2025Q1: 378,524 shares; 2025Q2: 401,591 shares; 2025Q3: 400,165 shares; 2025Q4: 410,696 shares; 2026Q1: 402,789 shares 402,789 $32.9M 0.39% -7,907 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,726 shares; 2024Q4: 167,562 shares; 2025Q1: 233,907 shares; 2025Q2: 246,991 shares; 2025Q3: 295,988 shares; 2025Q4: 314,163 shares; 2026Q1: 327,394 shares 327,394 $32.5M 0.39% +13,231 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: 249,279 shares; 2024Q4: 152,663 shares; 2025Q1: 135,238 shares; 2025Q2: 245,498 shares; 2025Q3: 334,333 shares; 2025Q4: 333,160 shares; 2026Q1: 357,097 shares 357,097 $32.3M 0.39% +23,937 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,863 shares; 2024Q4: 515,312 shares; 2025Q1: 465,809 shares; 2025Q2: 449,840 shares; 2025Q3: 342,114 shares; 2025Q4: 383,590 shares; 2026Q1: 366,729 shares 366,729 $32.2M 0.38% -16,861 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: 1,162,451 shares; 2024Q4: 1,200,087 shares; 2025Q1: 1,140,732 shares; 2025Q2: 1,044,514 shares; 2025Q3: 699,202 shares; 2025Q4: 688,496 shares; 2026Q1: 690,567 shares 690,567 $31.9M 0.38% +2,071 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: 54,008 shares; 2024Q4: 54,959 shares; 2025Q1: 67,962 shares; 2025Q2: 76,617 shares; 2025Q3: 83,827 shares; 2025Q4: 89,746 shares; 2026Q1: 94,026 shares 94,026 $31.8M 0.38% +4,280 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,771 shares; 2025Q2: 424,089 shares; 2025Q3: 463,479 shares; 2025Q4: 481,078 shares; 2026Q1: 577,358 shares 577,358 $31M 0.37% +96,280 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,406 shares; 2024Q4: 137,322 shares; 2025Q1: 120,326 shares; 2025Q2: 117,804 shares; 2025Q3: 116,924 shares; 2025Q4: 124,586 shares; 2026Q1: 118,233 shares 118,233 $31M 0.37% -6,353 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: 30,581 shares; 2024Q4: 119,859 shares; 2025Q1: 39,504 shares; 2025Q2: 119,407 shares; 2025Q3: 209,831 shares; 2025Q4: 223,454 shares; 2026Q1: 206,179 shares 206,179 $30.3M 0.36% -17,275 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: 92,185 shares; 2024Q4: 107,764 shares; 2025Q1: 115,440 shares; 2025Q2: 120,412 shares; 2025Q3: 115,097 shares; 2025Q4: 121,919 shares; 2026Q1: 124,096 shares 124,096 $30.1M 0.36% +2,177 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: 35,633 shares; 2024Q4: 40,370 shares; 2025Q1: 41,046 shares; 2025Q2: 43,169 shares; 2025Q3: 44,383 shares; 2025Q4: 67,176 shares; 2026Q1: 62,828 shares 62,828 $30.1M 0.36% -4,348 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: 143,939 shares; 2024Q4: 166,588 shares; 2025Q1: 167,186 shares; 2025Q2: 175,680 shares; 2025Q3: 167,995 shares; 2025Q4: 359,696 shares; 2026Q1: 410,673 shares 410,673 $27.7M 0.33% +50,977 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,735 shares; 2024Q4: 226,860 shares; 2025Q1: 234,338 shares; 2025Q2: 370,005 shares; 2025Q3: 381,368 shares; 2025Q4: 377,705 shares; 2026Q1: 212,211 shares 212,211 $27.6M 0.33% -165,494 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,067 shares; 2025Q3: 316,754 shares; 2025Q4: 330,196 shares; 2026Q1: 350,850 shares 350,850 $27.1M 0.32% +20,654 Timeline JPIE 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: 302,160 shares; 2024Q4: 307,759 shares; 2025Q1: 299,453 shares; 2025Q2: 512,098 shares; 2025Q3: 531,112 shares; 2025Q4: 534,415 shares; 2026Q1: 567,053 shares 567,053 $26.1M 0.31% +32,638 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: 425,053 shares; 2024Q4: 430,341 shares; 2025Q1: 426,865 shares; 2025Q2: 438,874 shares; 2025Q3: 449,846 shares; 2025Q4: 473,383 shares; 2026Q1: 456,923 shares 456,923 $24.7M 0.29% -16,460 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: 7,998 shares; 2024Q4: 7,154 shares; 2025Q1: 8,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399,681 shares; 2026Q1: 479,681 shares 479,681 $24.1M 0.29% +80,000 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 1,208 shares; 2025Q1: 1,371 shares; 2025Q2: 4,882 shares; 2025Q3: 3,978 shares; 2025Q4: 4,349 shares; 2026Q1: 49,777 shares 49,777 $23.9M 0.29% +45,428 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,702 shares; 2024Q4: 58,520 shares; 2025Q1: 81,725 shares; 2025Q2: 83,232 shares; 2025Q3: 81,464 shares; 2025Q4: 93,582 shares; 2026Q1: 78,036 shares 78,036 $23.3M 0.28% -15,546 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: 137,712 shares; 2024Q4: 138,019 shares; 2025Q1: 105,898 shares; 2025Q2: 106,093 shares; 2025Q3: 102,840 shares; 2025Q4: 109,754 shares; 2026Q1: 105,375 shares 105,375 $22.7M 0.27% -4,379 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059,507 shares; 2025Q1: 2,133,721 shares; 2025Q2: 2,246,518 shares; 2025Q3: 2,367,603 shares; 2025Q4: 2,403,115 shares; 2026Q1: 2,592,750 shares 2,592,750 $22.5M 0.27% +189,635 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: 58,571 shares; 2024Q4: 55,671 shares; 2025Q1: 76,274 shares; 2025Q2: 73,216 shares; 2025Q3: 68,310 shares; 2025Q4: 136,107 shares; 2026Q1: 115,490 shares 115,490 $22.2M 0.26% -20,617 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: 8,865 shares; 2024Q4: 10,330 shares; 2025Q1: 10,478 shares; 2025Q2: 11,209 shares; 2025Q3: 13,943 shares; 2025Q4: 24,350 shares; 2026Q1: 26,025 shares 26,025 $22M 0.26% +1,675 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: 126,447 shares; 2024Q4: 125,325 shares; 2025Q1: 134,366 shares; 2025Q2: 93,001 shares; 2025Q3: 92,715 shares; 2025Q4: 96,856 shares; 2026Q1: 92,910 shares 92,910 $22M 0.26% -3,946 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: 45,318 shares; 2024Q4: 46,400 shares; 2025Q1: 51,763 shares; 2025Q2: 54,065 shares; 2025Q3: 57,527 shares; 2025Q4: 79,372 shares; 2026Q1: 57,754 shares 57,754 $21.5M 0.26% -21,618 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,754 shares; 2024Q4: 184,508 shares; 2025Q1: 249,470 shares; 2025Q2: 283,046 shares; 2025Q3: 271,150 shares; 2025Q4: 251,803 shares; 2026Q1: 263,832 shares 263,832 $20.7M 0.25% +12,029 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: 28,414 shares; 2024Q4: 28,560 shares; 2025Q1: 29,178 shares; 2025Q2: 38,262 shares; 2025Q3: 38,856 shares; 2025Q4: 39,090 shares; 2026Q1: 46,759 shares 46,759 $20.4M 0.24% +7,669 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: 4,598 shares; 2024Q4: 4,286 shares; 2025Q1: 4,188 shares; 2025Q2: 4,512 shares; 2025Q3: 6,601 shares; 2025Q4: 26,441 shares; 2026Q1: 50,464 shares 50,464 $19.7M 0.24% +24,023 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: 207,460 shares; 2024Q4: 347,240 shares; 2025Q1: 367,071 shares; 2025Q2: 220,159 shares; 2025Q3: 193,912 shares; 2025Q4: 258,174 shares; 2026Q1: 269,613 shares 269,613 $19.4M 0.23% +11,439 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: 13,371 shares; 2024Q4: 9,971 shares; 2025Q1: 10,436 shares; 2025Q2: 11,995 shares; 2025Q3: 12,507 shares; 2025Q4: 13,739 shares; 2026Q1: 14,651 shares 14,651 $19.4M 0.23% +912 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: 79,522 shares; 2024Q4: 99,038 shares; 2025Q1: 237,180 shares; 2025Q2: 240,881 shares; 2025Q3: 278,211 shares; 2025Q4: 280,793 shares; 2026Q1: 275,237 shares 275,237 $19.2M 0.23% -5,556 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: 14,190 shares; 2024Q4: 14,061 shares; 2025Q1: 13,146 shares; 2025Q2: 14,079 shares; 2025Q3: 96,447 shares; 2025Q4: 101,361 shares; 2026Q1: 93,916 shares 93,916 $18.6M 0.22% -7,445 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,330 shares; 2024Q4: 135,252 shares; 2025Q1: 126,868 shares; 2025Q2: 74,479 shares; 2025Q3: 179,575 shares; 2025Q4: 201,160 shares; 2026Q1: 247,158 shares 247,158 $18.6M 0.22% +45,998 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: 144,947 shares; 2024Q4: 152,191 shares; 2025Q1: 162,332 shares; 2025Q2: 148,161 shares; 2025Q3: 150,307 shares; 2025Q4: 180,521 shares; 2026Q1: 146,287 shares 146,287 $18.2M 0.22% -34,234 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: 13,437 shares; 2024Q4: 17,439 shares; 2025Q1: 18,086 shares; 2025Q2: 21,604 shares; 2025Q3: 25,045 shares; 2025Q4: 34,261 shares; 2026Q1: 31,036 shares 31,036 $17.9M 0.21% -3,225 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: 256,742 shares; 2024Q4: 334,720 shares; 2025Q1: 315,055 shares; 2025Q2: 190,715 shares; 2025Q3: 190,400 shares; 2025Q4: 125,338 shares; 2026Q1: 131,858 shares 131,858 $16.4M 0.2% +6,520 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: 17,490 shares; 2024Q4: 17,408 shares; 2025Q1: 17,445 shares; 2025Q2: 17,142 shares; 2025Q3: 17,490 shares; 2025Q4: 27,585 shares; 2026Q1: 33,535 shares 33,535 $15.5M 0.18% +5,950 Timeline WCMI 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: 535,328 shares; 2025Q3: 988,922 shares; 2025Q4: 961,500 shares; 2026Q1: 920,327 shares 920,327 $15.4M 0.18% -41,173 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: 84,185 shares; 2024Q4: 87,811 shares; 2025Q1: 80,448 shares; 2025Q2: 82,038 shares; 2025Q3: 92,160 shares; 2025Q4: 106,932 shares; 2026Q1: 94,004 shares 94,004 $15M 0.18% -12,928 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,843 shares; 2024Q4: 23,054 shares; 2025Q1: 72,990 shares; 2025Q2: 83,434 shares; 2025Q3: 92,733 shares; 2025Q4: 181,182 shares; 2026Q1: 199,678 shares 199,678 $14.7M 0.18% +18,496 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: 431,931 shares; 2024Q4: 428,364 shares; 2025Q1: 424,059 shares; 2025Q2: 184,176 shares; 2025Q3: 181,036 shares; 2025Q4: 172,561 shares; 2026Q1: 170,658 shares 170,658 $14.1M 0.17% -1,903 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: 56,124 shares; 2024Q4: 57,277 shares; 2025Q1: 61,601 shares; 2025Q2: 75,724 shares; 2025Q3: 81,600 shares; 2025Q4: 85,754 shares; 2026Q1: 67,966 shares 67,966 $14.1M 0.17% -17,788 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,413 shares; 2024Q4: 308,935 shares; 2025Q1: 315,226 shares; 2025Q2: 187,172 shares; 2025Q3: 183,217 shares; 2025Q4: 178,533 shares; 2026Q1: 186,198 shares 186,198 $13.9M 0.17% +7,665 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: 124,737 shares; 2024Q4: 129,891 shares; 2025Q1: 211,911 shares; 2025Q2: 251,607 shares; 2025Q3: 247,267 shares; 2025Q4: 248,279 shares; 2026Q1: 270,158 shares 270,158 $13.7M 0.16% +21,879 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: 99,841 shares; 2024Q4: 63,801 shares; 2025Q1: 73,603 shares; 2025Q2: 77,596 shares; 2025Q3: 79,299 shares; 2025Q4: 100,818 shares; 2026Q1: 80,099 shares 80,099 $13.6M 0.16% -20,719 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,408 shares; 2024Q4: 178,465 shares; 2025Q1: 101,109 shares; 2025Q2: 100,170 shares; 2025Q3: 96,615 shares; 2025Q4: 89,996 shares; 2026Q1: 95,910 shares 95,910 $13.3M 0.16% +5,914 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,137 shares; 2024Q4: 476,408 shares; 2025Q1: 500,506 shares; 2025Q2: 543,906 shares; 2025Q3: 585,922 shares; 2025Q4: 624,223 shares; 2026Q1: 610,642 shares 610,642 $13.2M 0.16% -13,581 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: 337,482 shares; 2024Q4: 87,992 shares; 2025Q1: 122,788 shares; 2025Q2: 340,744 shares; 2025Q3: 453,468 shares; 2025Q4: 274,500 shares; 2026Q1: 254,065 shares 254,065 $12.6M 0.15% -20,435 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: 252,112 shares; 2024Q4: 251,127 shares; 2025Q1: 256,127 shares; 2025Q2: 255,472 shares; 2025Q3: 253,922 shares; 2025Q4: 253,922 shares; 2026Q1: 253,922 shares 253,922 $12.1M 0.14% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 38,818 shares; 2025Q1: 33,872 shares; 2025Q2: 69,493 shares; 2025Q3: 99,440 shares; 2025Q4: 136,201 shares; 2026Q1: 261,847 shares 261,847 $11.9M 0.14% +125,646 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,709 shares; 2024Q4: 364,677 shares; 2025Q1: 300,459 shares; 2025Q2: 168,096 shares; 2025Q3: 165,376 shares; 2025Q4: 144,572 shares; 2026Q1: 149,717 shares 149,717 $11.9M 0.14% +5,145 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: 16,189 shares; 2025Q1: 13,630 shares; 2025Q2: 12,110 shares; 2025Q3: 12,110 shares; 2025Q4: 12,166 shares; 2026Q1: 383,564 shares 383,564 $11.5M 0.14% +371,398 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: 6,036 shares; 2024Q4: 20,237 shares; 2025Q1: 104,929 shares; 2025Q2: 96,713 shares; 2025Q3: 151,437 shares; 2025Q4: 153,998 shares; 2026Q1: 129,632 shares 129,632 $11.4M 0.14% -24,366 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 46,424 shares; 2025Q1: 61,198 shares; 2025Q2: 67,594 shares; 2025Q3: 72,657 shares; 2025Q4: 75,466 shares; 2026Q1: 87,203 shares 87,203 $11.4M 0.14% +11,737 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: 65,411 shares; 2024Q4: 71,843 shares; 2025Q1: 70,218 shares; 2025Q2: 71,952 shares; 2025Q3: 75,019 shares; 2025Q4: 89,876 shares; 2026Q1: 77,860 shares 77,860 $11.2M 0.13% -12,016 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: 132,706 shares; 2024Q4: 118,886 shares; 2025Q1: 119,483 shares; 2025Q2: 124,197 shares; 2025Q3: 134,767 shares; 2025Q4: 171,323 shares; 2026Q1: 139,223 shares 139,223 $10.8M 0.13% -32,100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,816 shares; 2024Q4: 33,700 shares; 2025Q1: 32,550 shares; 2025Q2: 33,065 shares; 2025Q3: 38,752 shares; 2025Q4: 36,100 shares; 2026Q1: 41,639 shares 41,639 $10.7M 0.13% +5,539 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556,223 shares; 2024Q4: 2,472,073 shares; 2025Q1: 2,214,713 shares; 2025Q2: 1,903,635 shares; 2025Q3: 1,401,542 shares; 2025Q4: 1,207,694 shares; 2026Q1: 889,255 shares 889,255 $10.7M 0.13% -318,439 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: 23,165 shares; 2024Q4: 22,814 shares; 2025Q1: 22,882 shares; 2025Q2: 25,251 shares; 2025Q3: 24,094 shares; 2025Q4: 25,185 shares; 2026Q1: 24,687 shares 24,687 $10.6M 0.13% -498 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP 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: 29,988 shares; 2026Q1: 52,282 shares 52,282 $10.5M 0.13% +22,294 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: 22,871 shares; 2024Q4: 26,751 shares; 2025Q1: 23,025 shares; 2025Q2: 25,897 shares; 2025Q3: 30,262 shares; 2025Q4: 31,374 shares; 2026Q1: 36,097 shares 36,097 $10.5M 0.13% +4,723 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: 115,674 shares; 2024Q4: 116,408 shares; 2025Q1: 89,157 shares; 2025Q2: 97,235 shares; 2025Q3: 106,100 shares; 2025Q4: 126,851 shares; 2026Q1: 112,156 shares 112,156 $10.4M 0.12% -14,695 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: 14,817 shares; 2024Q4: 19,969 shares; 2025Q1: 51,855 shares; 2025Q2: 25,052 shares; 2025Q3: 39,692 shares; 2025Q4: 58,273 shares; 2026Q1: 71,134 shares 71,134 $10.4M 0.12% +12,861 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514,074 shares; 2024Q4: 2,343,360 shares; 2025Q1: 2,125,287 shares; 2025Q2: 1,729,426 shares; 2025Q3: 1,256,200 shares; 2025Q4: 953,198 shares; 2026Q1: 767,109 shares 767,109 $10.4M 0.12% -186,089 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: 10,934 shares; 2024Q4: 12,020 shares; 2025Q1: 12,092 shares; 2025Q2: 11,869 shares; 2025Q3: 11,338 shares; 2025Q4: 13,710 shares; 2026Q1: 11,306 shares 11,306 $10.1M 0.12% -2,404 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: 59,150 shares; 2024Q4: 59,709 shares; 2025Q1: 61,429 shares; 2025Q2: 50,703 shares; 2025Q3: 57,142 shares; 2025Q4: 66,637 shares; 2026Q1: 60,883 shares 60,883 $10.1M 0.12% -5,754 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: 47,137 shares; 2024Q4: 46,486 shares; 2025Q1: 46,285 shares; 2025Q2: 58,667 shares; 2025Q3: 35,537 shares; 2025Q4: 35,266 shares; 2026Q1: 36,796 shares 36,796 $9.96M 0.12% +1,530 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,810 shares; 2024Q4: 127,487 shares; 2025Q1: 118,556 shares; 2025Q2: 112,219 shares; 2025Q3: 130,908 shares; 2025Q4: 94,333 shares; 2026Q1: 90,912 shares 90,912 $9.65M 0.12% -3,421 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: 96,557 shares; 2024Q4: 108,212 shares; 2025Q1: 116,060 shares; 2025Q2: 108,557 shares; 2025Q3: 178,085 shares; 2025Q4: 236,388 shares; 2026Q1: 196,008 shares 196,008 $9.56M 0.11% -40,380 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: 18,171 shares; 2024Q4: 20,353 shares; 2025Q1: 19,134 shares; 2025Q2: 16,542 shares; 2025Q3: 17,399 shares; 2025Q4: 28,057 shares; 2026Q1: 41,477 shares 41,477 $9.38M 0.11% +13,420 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: 3,152 shares; 2024Q4: 2,873 shares; 2025Q1: 4,828 shares; 2025Q2: 4,646 shares; 2025Q3: 4,653 shares; 2025Q4: 11,679 shares; 2026Q1: 10,640 shares 10,640 $9.29M 0.11% -1,039 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,738 shares; 2024Q4: 51,599 shares; 2025Q1: 50,861 shares; 2025Q2: 46,920 shares; 2025Q3: 39,366 shares; 2025Q4: 43,889 shares; 2026Q1: 40,239 shares 40,239 $9.27M 0.11% -3,650 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: 25,709 shares; 2024Q4: 24,179 shares; 2025Q1: 23,771 shares; 2025Q2: 24,475 shares; 2025Q3: 25,140 shares; 2025Q4: 29,393 shares; 2026Q1: 25,319 shares 25,319 $9.06M 0.11% -4,074 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: 76,934 shares; 2024Q4: 45,433 shares; 2025Q1: 82,842 shares; 2025Q2: 90,706 shares; 2025Q3: 89,229 shares; 2025Q4: 97,082 shares; 2026Q1: 123,640 shares 123,640 $8.99M 0.11% +26,558 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: 29,816 shares; 2024Q4: 65,951 shares; 2025Q1: 66,413 shares; 2025Q2: 62,332 shares; 2025Q3: 83,573 shares; 2025Q4: 84,651 shares; 2026Q1: 55,972 shares 55,972 $8.97M 0.11% -28,679 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943,048 shares; 2025Q3: 1,337,850 shares; 2025Q4: 1,141,551 shares; 2026Q1: 919,470 shares 919,470 $8.93M 0.11% -222,081 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,787 shares; 2025Q4: 85,030 shares; 2026Q1: 111,154 shares 111,154 $8.84M 0.11% +26,124 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: 46,738 shares; 2024Q4: 49,153 shares; 2025Q1: 47,081 shares; 2025Q2: 56,027 shares; 2025Q3: 62,874 shares; 2025Q4: 85,112 shares; 2026Q1: 114,469 shares 114,469 $8.83M 0.11% +29,357 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: 67,935 shares; 2024Q4: 62,027 shares; 2025Q1: 62,133 shares; 2025Q2: 67,442 shares; 2025Q3: 69,366 shares; 2025Q4: 77,114 shares; 2026Q1: 78,327 shares 78,327 $8.73M 0.1% +1,213 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: 77,309 shares; 2024Q4: 76,181 shares; 2025Q1: 81,405 shares; 2025Q2: 84,826 shares; 2025Q3: 87,380 shares; 2025Q4: 83,221 shares; 2026Q1: 89,374 shares 89,374 $8.69M 0.1% +6,153 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,976 shares; 2024Q4: 36,782 shares; 2025Q1: 31,933 shares; 2025Q2: 30,843 shares; 2025Q3: 34,955 shares; 2025Q4: 37,686 shares; 2026Q1: 44,561 shares 44,561 $8.65M 0.1% +6,875 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,523 shares; 2024Q4: 45,882 shares; 2025Q1: 45,945 shares; 2025Q2: 45,459 shares; 2025Q3: 44,882 shares; 2025Q4: 50,604 shares; 2026Q1: 43,578 shares 43,578 $8.64M 0.1% -7,026 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: 12,202 shares; 2025Q2: 13,147 shares; 2025Q3: 14,047 shares; 2025Q4: 14,379 shares; 2026Q1: 13,447 shares 13,447 $8.54M 0.1% -932 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,631 shares; 2024Q4: 86,581 shares; 2025Q1: 92,545 shares; 2025Q2: 101,403 shares; 2025Q3: 112,445 shares; 2025Q4: 137,791 shares; 2026Q1: 142,754 shares 142,754 $8.5M 0.1% +4,963 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,694 shares; 2024Q4: 107,306 shares; 2025Q1: 250,208 shares; 2025Q2: 287,511 shares; 2025Q3: 379,608 shares; 2025Q4: 417,565 shares; 2026Q1: 758,426 shares 758,426 $8.39M 0.1% +340,861 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: 32,687 shares; 2024Q4: 33,438 shares; 2025Q1: 79,668 shares; 2025Q2: 96,197 shares; 2025Q3: 91,002 shares; 2025Q4: 103,612 shares; 2026Q1: 61,626 shares 61,626 $8.38M 0.1% -41,986 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: 93,544 shares; 2024Q4: 97,818 shares; 2025Q1: 139,070 shares; 2025Q2: 143,817 shares; 2025Q3: 151,991 shares; 2025Q4: 130,388 shares; 2026Q1: 114,289 shares 114,289 $8.32M 0.1% -16,099 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: 227,635 shares; 2024Q4: 226,440 shares; 2025Q1: 237,840 shares; 2025Q2: 237,065 shares; 2025Q3: 236,115 shares; 2025Q4: 260,943 shares; 2026Q1: 234,115 shares 234,115 $8.3M 0.1% -26,828 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: 48,399 shares; 2024Q4: 126,437 shares; 2025Q1: 159,293 shares; 2025Q2: 217,094 shares; 2025Q3: 267,453 shares; 2025Q4: 543,422 shares; 2026Q1: 210,952 shares 210,952 $8.1M 0.1% -332,470 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: 33,592 shares; 2024Q4: 30,654 shares; 2025Q1: 31,799 shares; 2025Q2: 31,818 shares; 2025Q3: 35,383 shares; 2025Q4: 47,917 shares; 2026Q1: 41,825 shares 41,825 $8.07M 0.1% -6,092 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,804 shares; 2024Q4: 39,367 shares; 2025Q1: 39,461 shares; 2025Q2: 123,853 shares; 2025Q3: 121,501 shares; 2025Q4: 116,780 shares; 2026Q1: 119,880 shares 119,880 $8.04M 0.1% +3,100 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: 81,737 shares; 2024Q4: 85,770 shares; 2025Q1: 60,920 shares; 2025Q2: 55,238 shares; 2025Q3: 64,291 shares; 2025Q4: 88,597 shares; 2026Q1: 66,602 shares 66,602 $8.01M 0.1% -21,995 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 89,406 shares; 2025Q1: 100,675 shares; 2025Q2: 95,404 shares; 2025Q3: 83,609 shares; 2025Q4: 79,570 shares; 2026Q1: 76,894 shares 76,894 $7.95M 0.09% -2,676 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350,507 shares; 2025Q3: 344,687 shares; 2025Q4: 337,443 shares; 2026Q1: 368,211 shares 368,211 $7.86M 0.09% +30,768 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: 60,743 shares; 2024Q4: 60,577 shares; 2025Q1: 60,514 shares; 2025Q2: 60,157 shares; 2025Q3: 58,283 shares; 2025Q4: 58,124 shares; 2026Q1: 59,803 shares 59,803 $7.83M 0.09% +1,679 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: 13,167 shares; 2024Q4: 13,964 shares; 2025Q1: 11,338 shares; 2025Q2: 11,499 shares; 2025Q3: 10,607 shares; 2025Q4: 17,944 shares; 2026Q1: 15,836 shares 15,836 $7.78M 0.09% -2,108 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: 81,680 shares; 2024Q4: 74,352 shares; 2025Q1: 76,881 shares; 2025Q2: 80,667 shares; 2025Q3: 83,135 shares; 2025Q4: 103,489 shares; 2026Q1: 81,450 shares 81,450 $7.65M 0.09% -22,039 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 21,766 shares; 2025Q1: 21,962 shares; 2025Q2: 28,564 shares; 2025Q3: 34,658 shares; 2025Q4: 41,715 shares; 2026Q1: 36,268 shares 36,268 $7.58M 0.09% -5,447 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: 54,102 shares; 2024Q4: 53,483 shares; 2025Q1: 53,483 shares; 2025Q2: 52,853 shares; 2025Q3: 86,856 shares; 2025Q4: 89,388 shares; 2026Q1: 81,422 shares 81,422 $7.47M 0.09% -7,966 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,104 shares 165,104 $7.46M 0.09% new 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: 225,716 shares; 2024Q4: 240,525 shares; 2025Q1: 247,344 shares; 2025Q2: 186,438 shares; 2025Q3: 56,180 shares; 2025Q4: 53,814 shares; 2026Q1: 50,726 shares 50,726 $7.37M 0.09% -3,088 Timeline JBS JBS N.V. More: the full row for JBS N.V. 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: 302,887 shares; 2025Q3: 330,206 shares; 2025Q4: 340,776 shares; 2026Q1: 403,750 shares 403,750 $7.25M 0.09% +62,974 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,226 shares; 2025Q4: 218,976 shares; 2026Q1: 212,320 shares 212,320 $7.16M 0.09% -6,656 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: 35,197 shares; 2024Q4: 36,193 shares; 2025Q1: 35,220 shares; 2025Q2: 32,378 shares; 2025Q3: 33,643 shares; 2025Q4: 42,473 shares; 2026Q1: 46,095 shares 46,095 $7.16M 0.09% +3,622 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,308 shares; 2024Q4: 160,515 shares; 2025Q1: 175,684 shares; 2025Q2: 199,340 shares; 2025Q3: 218,321 shares; 2025Q4: 224,980 shares; 2026Q1: 215,682 shares 215,682 $7.15M 0.09% -9,298 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT 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: 667,492 shares; 2025Q3: 615,617 shares; 2025Q4: 710,862 shares; 2026Q1: 619,742 shares 619,742 $7.13M 0.09% -91,120 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,500 shares; 2024Q4: 164,951 shares; 2025Q1: 106,800 shares; 2025Q2: 113,026 shares; 2025Q3: 123,255 shares; 2025Q4: 129,304 shares; 2026Q1: 128,474 shares 128,474 $7.11M 0.08% -830 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: 24,631 shares; 2024Q4: 26,102 shares; 2025Q1: 25,422 shares; 2025Q2: 24,751 shares; 2025Q3: 25,939 shares; 2025Q4: 39,558 shares; 2026Q1: 23,497 shares 23,497 $7.11M 0.08% -16,061 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: 180,130 shares; 2025Q1: 189,832 shares; 2025Q2: 203,271 shares; 2025Q3: 223,659 shares; 2025Q4: 244,382 shares; 2026Q1: 257,158 shares 257,158 $6.93M 0.08% +12,776 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212,025 shares; 2025Q3: 1,618,316 shares; 2025Q4: 1,397,118 shares; 2026Q1: 1,039,553 shares 1,039,553 $6.84M 0.08% -357,565 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,825 shares; 2024Q4: 51,933 shares; 2025Q1: 45,290 shares; 2025Q2: 49,760 shares; 2025Q3: 53,549 shares; 2025Q4: 56,341 shares; 2026Q1: 57,623 shares 57,623 $6.84M 0.08% +1,282 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: 6,746 shares; 2025Q1: 6,701 shares; 2025Q2: 6,863 shares; 2025Q3: 7,530 shares; 2025Q4: 9,008 shares; 2026Q1: 7,056 shares 7,056 $6.79M 0.08% -1,952 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: 49,856 shares; 2024Q4: 49,434 shares; 2025Q1: 52,685 shares; 2025Q2: 54,541 shares; 2025Q3: 42,583 shares; 2025Q4: 45,078 shares; 2026Q1: 53,957 shares 53,957 $6.77M 0.08% +8,879 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: not reported; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares; 2025Q4: 18,197 shares; 2026Q1: 24,148 shares 24,148 $6.74M 0.08% +5,951 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,929 shares; 2024Q4: 28,541 shares; 2025Q1: 31,012 shares; 2025Q2: 49,421 shares; 2025Q3: 54,249 shares; 2025Q4: 74,984 shares; 2026Q1: 52,908 shares 52,908 $6.68M 0.08% -22,076 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: 68,135 shares; 2024Q4: 68,586 shares; 2025Q1: 62,292 shares; 2025Q2: 142,743 shares; 2025Q3: 138,722 shares; 2025Q4: 148,659 shares; 2026Q1: 141,884 shares 141,884 $6.58M 0.08% -6,775 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: 46,302 shares; 2025Q1: 53,434 shares; 2025Q2: 45,863 shares; 2025Q3: 50,332 shares; 2025Q4: 59,114 shares; 2026Q1: 53,607 shares 53,607 $6.58M 0.08% -5,507 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,545 shares; 2024Q4: 58,351 shares; 2025Q1: 66,812 shares; 2025Q2: 67,699 shares; 2025Q3: 76,050 shares; 2025Q4: 79,671 shares; 2026Q1: 65,684 shares 65,684 $6.55M 0.08% -13,987 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,610 shares; 2024Q4: 87,541 shares; 2025Q1: 49,692 shares; 2025Q2: 48,770 shares; 2025Q3: 48,234 shares; 2025Q4: 88,296 shares; 2026Q1: 30,260 shares 30,260 $6.47M 0.08% -58,036 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: 22,380 shares; 2024Q4: 21,151 shares; 2025Q1: 9,029 shares; 2025Q2: 8,950 shares; 2025Q3: 9,215 shares; 2025Q4: 9,137 shares; 2026Q1: 9,245 shares 9,245 $6.45M 0.08% +108 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,273 shares; 2024Q4: 32,464 shares; 2025Q1: 12,738 shares; 2025Q2: 15,981 shares; 2025Q3: 14,871 shares; 2025Q4: 31,397 shares; 2026Q1: 23,460 shares 23,460 $6.35M 0.08% -7,937 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,288 shares; 2024Q4: 104,657 shares; 2025Q1: 68,214 shares; 2025Q2: 76,274 shares; 2025Q3: 89,192 shares; 2025Q4: 92,609 shares; 2026Q1: 102,659 shares 102,659 $6.3M 0.08% +10,050 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: 50,446 shares; 2024Q4: 14,509 shares; 2025Q1: 16,094 shares; 2025Q2: 17,437 shares; 2025Q3: 17,593 shares; 2025Q4: 36,329 shares; 2026Q1: 47,182 shares 47,182 $6.27M 0.07% +10,853 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 7,120 shares; 2025Q1: 7,683 shares; 2025Q2: 8,288 shares; 2025Q3: 9,919 shares; 2025Q4: 12,960 shares; 2026Q1: 20,602 shares 20,602 $6.26M 0.07% +7,642 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: 212,620 shares; 2024Q4: 156,675 shares; 2025Q1: 125,907 shares; 2025Q2: 131,760 shares; 2025Q3: 131,543 shares; 2025Q4: 220,686 shares; 2026Q1: 218,373 shares 218,373 $6.21M 0.07% -2,313 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,066 shares; 2025Q1: 4,599 shares; 2025Q2: 4,190 shares; 2025Q3: 4,066 shares; 2025Q4: 47,880 shares; 2026Q1: 54,927 shares 54,927 $6.12M 0.07% +7,047 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 5,269 shares; 2025Q1: 11,796 shares; 2025Q2: 48,563 shares; 2025Q3: 58,356 shares; 2025Q4: 56,322 shares; 2026Q1: 80,716 shares 80,716 $6.07M 0.07% +24,394 Timeline EPI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,966 shares; 2026Q1: 148,645 shares 148,645 $6.06M 0.07% -93,321 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,257 shares; 2025Q1: 7,820 shares; 2025Q2: 13,121 shares; 2025Q3: 32,964 shares; 2025Q4: 36,634 shares; 2026Q1: 154,939 shares 154,939 $6.04M 0.07% +118,305 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,698 shares; 2024Q4: 92,329 shares; 2025Q1: 93,569 shares; 2025Q2: 272,213 shares; 2025Q3: 307,879 shares; 2025Q4: 323,408 shares; 2026Q1: 388,763 shares 388,763 $5.79M 0.07% +65,355 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,724 shares; 2024Q4: 89,152 shares; 2025Q1: 91,954 shares; 2025Q2: 90,988 shares; 2025Q3: 79,805 shares; 2025Q4: 79,813 shares; 2026Q1: 81,403 shares 81,403 $5.71M 0.07% +1,590 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,553 shares; 2024Q4: 42,177 shares; 2025Q1: 39,763 shares; 2025Q2: 41,052 shares; 2025Q3: 40,631 shares; 2025Q4: 40,965 shares; 2026Q1: 39,092 shares 39,092 $5.7M 0.07% -1,873 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: 28,697 shares 28,697 $5.66M 0.07% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,206 shares; 2025Q2: 42,765 shares; 2025Q3: 77,187 shares; 2025Q4: 84,731 shares; 2026Q1: 97,880 shares 97,880 $5.66M 0.07% +13,149 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,009 shares; 2025Q1: 794 shares; 2025Q2: 888 shares; 2025Q3: 1,367 shares; 2025Q4: 7,737 shares; 2026Q1: 13,291 shares 13,291 $5.64M 0.07% +5,554 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,481 shares; 2024Q4: 16,396 shares; 2025Q1: 13,415 shares; 2025Q2: 13,420 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares; 2026Q1: 17,596 shares 17,596 $5.6M 0.07% +4,073 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,567 shares; 2025Q3: 54,855 shares; 2025Q4: 63,864 shares; 2026Q1: 67,698 shares 67,698 $5.58M 0.07% +3,834 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: 22,446 shares; 2024Q4: 22,459 shares; 2025Q1: 22,423 shares; 2025Q2: 22,007 shares; 2025Q3: 23,608 shares; 2025Q4: 27,493 shares; 2026Q1: 24,213 shares 24,213 $5.56M 0.07% -3,280 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: 38,181 shares; 2024Q4: 38,135 shares; 2025Q1: 52,751 shares; 2025Q2: 51,093 shares; 2025Q3: 50,995 shares; 2025Q4: 50,995 shares; 2026Q1: 50,945 shares 50,945 $5.55M 0.07% -50 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 31,676 shares; 2025Q1: 37,690 shares; 2025Q2: 41,062 shares; 2025Q3: 41,614 shares; 2025Q4: 40,268 shares; 2026Q1: 35,105 shares 35,105 $5.55M 0.07% -5,163 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,866 shares; 2024Q4: 52,281 shares; 2025Q1: 56,605 shares; 2025Q2: 79,116 shares; 2025Q3: 82,272 shares; 2025Q4: 58,401 shares; 2026Q1: 61,447 shares 61,447 $5.51M 0.07% +3,046 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: 15,192 shares; 2024Q4: 21,862 shares; 2025Q1: 18,406 shares; 2025Q2: 18,512 shares; 2025Q3: 23,231 shares; 2025Q4: 32,057 shares; 2026Q1: 22,106 shares 22,106 $5.48M 0.07% -9,951 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: 19,081 shares; 2024Q4: 20,139 shares; 2025Q1: 18,163 shares; 2025Q2: 17,726 shares; 2025Q3: 18,994 shares; 2025Q4: 21,826 shares; 2026Q1: 26,332 shares 26,332 $5.48M 0.07% +4,506 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 76,877 shares; 2025Q3: 112,169 shares; 2025Q4: 93,424 shares; 2026Q1: 72,342 shares 72,342 $5.47M 0.07% -21,082 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: 80,415 shares; 2024Q4: 38,379 shares; 2025Q1: 33,612 shares; 2025Q2: 33,634 shares; 2025Q3: 95,853 shares; 2025Q4: 134,188 shares; 2026Q1: 107,700 shares 107,700 $5.41M 0.06% -26,488 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,010 shares; 2024Q4: 14,355 shares; 2025Q1: 17,501 shares; 2025Q2: 20,675 shares; 2025Q3: 21,349 shares; 2025Q4: 22,434 shares; 2026Q1: 48,068 shares 48,068 $5.38M 0.06% +25,634 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 11,462 shares; 2025Q1: 15,453 shares; 2025Q2: 16,225 shares; 2025Q3: 17,454 shares; 2025Q4: 17,348 shares; 2026Q1: 15,762 shares 15,762 $5.33M 0.06% -1,586 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,933 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 41,308 shares; 2026Q1: 52,188 shares 52,188 $5.25M 0.06% +10,880 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 9,193 shares; 2025Q1: 8,917 shares; 2025Q2: 10,389 shares; 2025Q3: 10,238 shares; 2025Q4: 10,523 shares; 2026Q1: 8,631 shares 8,631 $5.22M 0.06% -1,892 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: 39,374 shares; 2024Q4: 38,371 shares; 2025Q1: 33,114 shares; 2025Q2: 33,128 shares; 2025Q3: 49,803 shares; 2025Q4: 59,747 shares; 2026Q1: 50,384 shares 50,384 $5.17M 0.06% -9,363 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: 211,665 shares; 2024Q4: 211,665 shares; 2025Q1: 211,665 shares; 2025Q2: 211,665 shares; 2025Q3: 211,665 shares; 2025Q4: 222,831 shares; 2026Q1: 211,665 shares 211,665 $5.16M 0.06% -11,166 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,929 shares; 2025Q1: 3,348 shares; 2025Q2: 2,269 shares; 2025Q3: 8,162 shares; 2025Q4: 8,538 shares; 2026Q1: 10,580 shares 10,580 $5.13M 0.06% +2,042 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,353 shares; 2024Q4: 95,968 shares; 2025Q1: 96,874 shares; 2025Q2: 95,389 shares; 2025Q3: 93,772 shares; 2025Q4: 90,152 shares; 2026Q1: 76,058 shares 76,058 $5.04M 0.06% -14,094 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797,207 shares; 2024Q4: 851,072 shares; 2025Q1: 992,440 shares; 2025Q2: 913,020 shares; 2025Q3: 566,165 shares; 2025Q4: 665,233 shares; 2026Q1: 388,868 shares 388,868 $5.01M 0.06% -276,365 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: 22,096 shares; 2024Q4: 23,619 shares; 2025Q1: 24,188 shares; 2025Q2: 27,217 shares; 2025Q3: 29,275 shares; 2025Q4: 30,338 shares; 2026Q1: 34,872 shares 34,872 $4.98M 0.06% +4,534 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: 4,216 shares; 2024Q4: 3,547 shares; 2025Q1: 3,412 shares; 2025Q2: 47,664 shares; 2025Q3: 47,890 shares; 2025Q4: 56,056 shares; 2026Q1: 53,654 shares 53,654 $4.95M 0.06% -2,402 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: 15,859 shares; 2024Q4: 15,743 shares; 2025Q1: 15,622 shares; 2025Q2: 17,756 shares; 2025Q3: 17,997 shares; 2025Q4: 19,003 shares; 2026Q1: 17,105 shares 17,105 $4.91M 0.06% -1,898 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: 41,299 shares; 2024Q4: 45,801 shares; 2025Q1: 49,704 shares; 2025Q2: 99,644 shares; 2025Q3: 100,038 shares; 2025Q4: 73,671 shares; 2026Q1: 78,653 shares 78,653 $4.86M 0.06% +4,982 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: 13,192 shares; 2024Q4: 12,432 shares; 2025Q1: 12,655 shares; 2025Q2: 13,160 shares; 2025Q3: 12,823 shares; 2025Q4: 15,836 shares; 2026Q1: 12,269 shares 12,269 $4.81M 0.06% -3,567 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: 104,787 shares; 2024Q4: 103,489 shares; 2025Q1: 88,019 shares; 2025Q2: 87,056 shares; 2025Q3: 81,748 shares; 2025Q4: 81,581 shares; 2026Q1: 80,332 shares 80,332 $4.8M 0.06% -1,249 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: 6,251 shares; 2024Q4: 6,381 shares; 2025Q1: 5,970 shares; 2025Q2: 6,017 shares; 2025Q3: 6,336 shares; 2025Q4: 7,569 shares; 2026Q1: 6,987 shares 6,987 $4.77M 0.06% -582 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,831 shares; 2025Q3: 90,695 shares; 2025Q4: 90,795 shares; 2026Q1: 96,500 shares 96,500 $4.74M 0.06% +5,705 Timeline FNDF 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: 6,405 shares; 2024Q4: 12,189 shares; 2025Q1: 6,994 shares; 2025Q2: 8,521 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares; 2026Q1: 96,367 shares 96,367 $4.72M 0.06% +87,856 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,867 shares; 2024Q4: 132,993 shares; 2025Q1: 133,687 shares; 2025Q2: 132,284 shares; 2025Q3: 129,725 shares; 2025Q4: 123,290 shares; 2026Q1: 104,823 shares 104,823 $4.7M 0.06% -18,467 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: not reported; 2024Q4: 753 shares; 2025Q1: 881 shares; 2025Q2: 834 shares; 2025Q3: 9,065 shares; 2025Q4: 10,755 shares; 2026Q1: 8,719 shares 8,719 $4.69M 0.06% -2,036 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: 11,446 shares; 2024Q4: 12,033 shares; 2025Q1: 11,598 shares; 2025Q2: 12,651 shares; 2025Q3: 15,596 shares; 2025Q4: 17,832 shares; 2026Q1: 15,985 shares 15,985 $4.66M 0.06% -1,847 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: 35,299 shares; 2024Q4: 34,393 shares; 2025Q1: 37,292 shares; 2025Q2: 35,320 shares; 2025Q3: 47,783 shares; 2025Q4: 54,268 shares; 2026Q1: 49,964 shares 49,964 $4.65M 0.06% -4,304 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: 87,938 shares; 2024Q4: 93,175 shares; 2025Q1: 32,782 shares; 2025Q2: 33,896 shares; 2025Q3: 25,260 shares; 2025Q4: 28,601 shares; 2026Q1: 14,790 shares 14,790 $4.6M 0.05% -13,811 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: 86,286 shares; 2024Q4: 86,298 shares; 2025Q1: 85,547 shares; 2025Q2: 85,558 shares; 2025Q3: 88,286 shares; 2025Q4: 88,193 shares; 2026Q1: 88,197 shares 88,197 $4.59M 0.05% +4 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,618 shares; 2024Q4: 19,448 shares; 2025Q1: 21,938 shares; 2025Q2: 21,532 shares; 2025Q3: 21,078 shares; 2025Q4: 19,941 shares; 2026Q1: 17,204 shares 17,204 $4.58M 0.05% -2,737 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 6,042 shares; 2025Q1: 7,116 shares; 2025Q2: 7,842 shares; 2025Q3: 6,822 shares; 2025Q4: 7,714 shares; 2026Q1: 8,383 shares 8,383 $4.57M 0.05% +669 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,180 shares; 2025Q3: 8,502 shares; 2025Q4: 162,786 shares; 2026Q1: 174,000 shares 174,000 $4.56M 0.05% +11,214 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: 52,135 shares; 2024Q4: 44,247 shares; 2025Q1: 44,067 shares; 2025Q2: 45,123 shares; 2025Q3: 45,575 shares; 2025Q4: 45,231 shares; 2026Q1: 61,218 shares 61,218 $4.55M 0.05% +15,987 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 12,030 shares; 2025Q1: 9,032 shares; 2025Q2: 10,117 shares; 2025Q3: 9,937 shares; 2025Q4: 10,358 shares; 2026Q1: 9,790 shares 9,790 $4.53M 0.05% -568 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: 32,031 shares; 2024Q4: 24,298 shares; 2025Q1: 32,144 shares; 2025Q2: 35,125 shares; 2025Q3: 39,505 shares; 2025Q4: 47,748 shares; 2026Q1: 48,249 shares 48,249 $4.5M 0.05% +501 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 18,528 shares; 2025Q1: 16,846 shares; 2025Q2: 10,726 shares; 2025Q3: 11,861 shares; 2025Q4: 13,564 shares; 2026Q1: 11,212 shares 11,212 $4.46M 0.05% -2,352 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,917 shares; 2024Q4: 278,627 shares; 2025Q1: 180,801 shares; 2025Q2: 160,315 shares; 2025Q3: 117,996 shares; 2025Q4: 76,054 shares; 2026Q1: 56,204 shares 56,204 $4.42M 0.05% -19,850 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,101 shares; 2025Q4: 59,552 shares; 2026Q1: 51,584 shares 51,584 $4.42M 0.05% -7,968 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,338 shares; 2024Q4: 39,583 shares; 2025Q1: 36,988 shares; 2025Q2: 61,391 shares; 2025Q3: 85,625 shares; 2025Q4: 99,794 shares; 2026Q1: 87,854 shares 87,854 $4.39M 0.05% -11,940 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: 40,150 shares; 2024Q4: 41,447 shares; 2025Q1: 9,308 shares; 2025Q2: 7,618 shares; 2025Q3: 5,648 shares; 2025Q4: 8,402 shares; 2026Q1: 9,788 shares 9,788 $4.37M 0.05% +1,386 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,413 shares; 2024Q4: 24,300 shares; 2025Q1: 23,999 shares; 2025Q2: 21,588 shares; 2025Q3: 21,483 shares; 2025Q4: 26,681 shares; 2026Q1: 23,038 shares 23,038 $4.37M 0.05% -3,643 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: 60,571 shares; 2024Q4: 46,893 shares; 2025Q1: 46,107 shares; 2025Q2: 65,851 shares; 2025Q3: 65,289 shares; 2025Q4: 63,609 shares; 2026Q1: 63,903 shares 63,903 $4.36M 0.05% +294 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,290 shares; 2024Q4: 30,380 shares; 2025Q1: 30,569 shares; 2025Q2: 37,127 shares; 2025Q3: 36,309 shares; 2025Q4: 35,233 shares; 2026Q1: 29,902 shares 29,902 $4.34M 0.05% -5,331 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: 40,223 shares; 2026Q1: 47,592 shares 47,592 $4.33M 0.05% +7,369 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 15,783 shares; 2025Q1: 16,415 shares; 2025Q2: 15,922 shares; 2025Q3: 15,417 shares; 2025Q4: 24,712 shares; 2026Q1: 30,353 shares 30,353 $4.32M 0.05% +5,641 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,806 shares 81,806 $4.32M 0.05% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 9,611 shares; 2025Q1: 9,022 shares; 2025Q2: 8,852 shares; 2025Q3: 10,784 shares; 2025Q4: 14,122 shares; 2026Q1: 17,061 shares 17,061 $4.28M 0.05% +2,939 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: 108,586 shares; 2024Q4: 109,964 shares; 2025Q1: 76,694 shares; 2025Q2: 54,465 shares; 2025Q3: 60,635 shares; 2025Q4: 67,442 shares; 2026Q1: 75,224 shares 75,224 $4.26M 0.05% +7,782 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,094 shares; 2024Q4: 97,613 shares; 2025Q1: 98,613 shares; 2025Q2: 97,403 shares; 2025Q3: 95,617 shares; 2025Q4: 93,484 shares; 2026Q1: 79,671 shares 79,671 $4.26M 0.05% -13,813 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 155,868 shares; 2026Q1: 167,833 shares 167,833 $4.25M 0.05% +11,965 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: 4,780 shares; 2024Q4: 5,222 shares; 2025Q1: 5,381 shares; 2025Q2: 6,001 shares; 2025Q3: 6,337 shares; 2025Q4: 11,930 shares; 2026Q1: 8,552 shares 8,552 $4.24M 0.05% -3,378 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,208 shares; 2024Q4: 32,799 shares; 2025Q1: 33,224 shares; 2025Q2: 41,268 shares; 2025Q3: 67,303 shares; 2025Q4: 77,874 shares; 2026Q1: 87,854 shares 87,854 $4.23M 0.05% +9,980 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: 47,294 shares; 2024Q4: 48,515 shares; 2025Q1: 49,144 shares; 2025Q2: 53,425 shares; 2025Q3: 55,368 shares; 2025Q4: 69,674 shares; 2026Q1: 63,320 shares 63,320 $4.18M 0.05% -6,354 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: 26,387 shares; 2024Q4: 41,210 shares; 2025Q1: 56,576 shares; 2025Q2: 56,745 shares; 2025Q3: 58,509 shares; 2025Q4: 58,696 shares; 2026Q1: 71,295 shares 71,295 $4.17M 0.05% +12,599 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 5,187 shares; 2025Q1: 5,512 shares; 2025Q2: 5,953 shares; 2025Q3: 7,108 shares; 2025Q4: 8,184 shares; 2026Q1: 13,783 shares 13,783 $4.16M 0.05% +5,599 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 9,649 shares; 2025Q1: 9,185 shares; 2025Q2: 11,851 shares; 2025Q3: 9,631 shares; 2025Q4: 9,240 shares; 2026Q1: 7,624 shares 7,624 $4.14M 0.05% -1,616 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: 29,260 shares; 2024Q4: 81,501 shares; 2025Q1: 82,144 shares; 2025Q2: 133,249 shares; 2025Q3: 127,479 shares; 2025Q4: 141,209 shares; 2026Q1: 134,965 shares 134,965 $4.14M 0.05% -6,244 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 13,586 shares; 2025Q1: 15,551 shares; 2025Q2: 15,318 shares; 2025Q3: 14,186 shares; 2025Q4: 10,848 shares; 2026Q1: 20,378 shares 20,378 $4.12M 0.05% +9,530 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,691 shares; 2024Q4: 32,815 shares; 2025Q1: 31,357 shares; 2025Q2: 29,188 shares; 2025Q3: 29,280 shares; 2025Q4: 27,546 shares; 2026Q1: 23,993 shares 23,993 $4.12M 0.05% -3,553 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: 8,632 shares; 2024Q4: 8,618 shares; 2025Q1: 8,103 shares; 2025Q2: 14,119 shares; 2025Q3: 14,345 shares; 2025Q4: 19,926 shares; 2026Q1: 12,590 shares 12,590 $4.1M 0.05% -7,336 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,455 shares; 2025Q1: 748,512 shares; 2025Q2: 695,513 shares; 2025Q3: 686,180 shares; 2025Q4: 346,158 shares; 2026Q1: 374,657 shares 374,657 $4.1M 0.05% +28,499 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109,112 shares 109,112 $4.06M 0.05% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,203 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,472 shares 55,472 $4.06M 0.05% new 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: 9,474 shares; 2024Q4: 9,962 shares; 2025Q1: 11,019 shares; 2025Q2: 11,003 shares; 2025Q3: 10,479 shares; 2025Q4: 20,142 shares; 2026Q1: 14,247 shares 14,247 $4.04M 0.05% -5,895 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,504 shares; 2024Q4: 99,104 shares; 2025Q1: 95,640 shares; 2025Q2: 98,838 shares; 2025Q3: 99,007 shares; 2025Q4: 96,014 shares; 2026Q1: 94,804 shares 94,804 $4.03M 0.05% -1,210 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: 5,107 shares; 2024Q4: 6,412 shares; 2025Q1: 6,128 shares; 2025Q2: 5,582 shares; 2025Q3: 5,848 shares; 2025Q4: 8,709 shares; 2026Q1: 5,677 shares 5,677 $4.02M 0.05% -3,032 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,472 shares; 2024Q4: 48,490 shares; 2025Q1: 47,326 shares; 2025Q2: 50,518 shares; 2025Q3: 50,684 shares; 2025Q4: 42,682 shares; 2026Q1: 42,793 shares 42,793 $4M 0.05% +111 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,460 shares; 2024Q4: 281,660 shares; 2025Q1: 248,026 shares; 2025Q2: 332,697 shares; 2025Q3: 346,584 shares; 2025Q4: 372,175 shares; 2026Q1: 351,179 shares 351,179 $3.96M 0.05% -20,996 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,681 shares; 2024Q4: 152,981 shares; 2025Q1: 194,582 shares; 2025Q2: 214,832 shares; 2025Q3: 215,043 shares; 2025Q4: 214,128 shares; 2026Q1: 195,343 shares 195,343 $3.9M 0.05% -18,785 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,669 shares; 2024Q4: 68,791 shares; 2025Q1: 40,149 shares; 2025Q2: 36,473 shares; 2025Q3: 21,394 shares; 2025Q4: 19,970 shares; 2026Q1: 12,914 shares 12,914 $3.89M 0.05% -7,056 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 8,728 shares; 2025Q1: 9,269 shares; 2025Q2: 12,619 shares; 2025Q3: 20,287 shares; 2025Q4: 21,422 shares; 2026Q1: 74,576 shares 74,576 $3.87M 0.05% +53,154 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,222 shares; 2025Q2: 152,216 shares; 2025Q3: 151,399 shares; 2025Q4: 151,399 shares; 2026Q1: 150,844 shares 150,844 $3.87M 0.05% -555 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 102,499 shares; 2025Q1: 101,421 shares; 2025Q2: 138,380 shares; 2025Q3: 145,991 shares; 2025Q4: 173,113 shares; 2026Q1: 186,461 shares 186,461 $3.86M 0.05% +13,348 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 9,795 shares; 2025Q1: 38,695 shares; 2025Q2: 38,846 shares; 2025Q3: 47,145 shares; 2025Q4: 44,904 shares; 2026Q1: 73,190 shares 73,190 $3.85M 0.05% +28,286 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,493 shares; 2024Q4: 20,057 shares; 2025Q1: 19,259 shares; 2025Q2: 17,881 shares; 2025Q3: 17,941 shares; 2025Q4: 17,117 shares; 2026Q1: 15,312 shares 15,312 $3.84M 0.05% -1,805 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 18,056 shares; 2025Q1: 16,650 shares; 2025Q2: 15,481 shares; 2025Q3: 15,534 shares; 2025Q4: 14,703 shares; 2026Q1: 12,980 shares 12,980 $3.77M 0.04% -1,723 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,204 shares; 2024Q4: 52,101 shares; 2025Q1: 49,788 shares; 2025Q2: 46,318 shares; 2025Q3: 47,082 shares; 2025Q4: 44,564 shares; 2026Q1: 39,571 shares 39,571 $3.7M 0.04% -4,993 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: 41,397 shares; 2024Q4: 51,010 shares; 2025Q1: 58,019 shares; 2025Q2: 64,218 shares; 2025Q3: 78,003 shares; 2025Q4: 80,099 shares; 2026Q1: 66,540 shares 66,540 $3.67M 0.04% -13,559 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: 5,435 shares; 2024Q4: 5,213 shares; 2025Q1: 5,310 shares; 2025Q2: 5,957 shares; 2025Q3: 8,525 shares; 2025Q4: 10,805 shares; 2026Q1: 10,613 shares 10,613 $3.66M 0.04% -192 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 10,163 shares; 2025Q1: 9,608 shares; 2025Q2: 16,255 shares; 2025Q3: 16,195 shares; 2025Q4: 16,609 shares; 2026Q1: 16,513 shares 16,513 $3.59M 0.04% -96 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 14,016 shares; 2025Q1: 14,066 shares; 2025Q2: 9,456 shares; 2025Q3: 9,265 shares; 2025Q4: 8,933 shares; 2026Q1: 7,729 shares 7,729 $3.59M 0.04% -1,204 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,912 shares; 2024Q4: 45,410 shares; 2025Q1: 45,643 shares; 2025Q2: 44,899 shares; 2025Q3: 44,238 shares; 2025Q4: 42,062 shares; 2026Q1: 36,413 shares 36,413 $3.58M 0.04% -5,649 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,158 shares 47,158 $3.57M 0.04% new 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: 78,265 shares; 2024Q4: 68,916 shares; 2025Q1: 74,792 shares; 2025Q2: 77,696 shares; 2025Q3: 75,489 shares; 2025Q4: 71,433 shares; 2026Q1: 61,844 shares 61,844 $3.56M 0.04% -9,589 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,458 shares; 2024Q4: 14,187 shares; 2025Q1: 13,005 shares; 2025Q2: 12,906 shares; 2025Q3: 13,694 shares; 2025Q4: 15,565 shares; 2026Q1: 13,349 shares 13,349 $3.55M 0.04% -2,216 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,015 shares; 2024Q4: 78,920 shares; 2025Q1: 77,833 shares; 2025Q2: 78,929 shares; 2025Q3: 78,619 shares; 2025Q4: 76,265 shares; 2026Q1: 75,435 shares 75,435 $3.53M 0.04% -830 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: 44,135 shares; 2024Q4: 43,595 shares; 2025Q1: 47,304 shares; 2025Q2: 52,873 shares; 2025Q3: 62,699 shares; 2025Q4: 72,616 shares; 2026Q1: 56,101 shares 56,101 $3.52M 0.04% -16,515 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,318 shares; 2024Q4: 380,084 shares; 2025Q1: 379,340 shares; 2025Q2: 379,340 shares; 2025Q3: 287,261 shares; 2025Q4: 262,405 shares; 2026Q1: 262,232 shares 262,232 $3.51M 0.04% -173 Timeline DFAE 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: not reported; 2024Q4: 11,692 shares; 2025Q1: not reported; 2025Q2: 11,390 shares; 2025Q3: 24,326 shares; 2025Q4: 28,782 shares; 2026Q1: 103,759 shares 103,759 $3.51M 0.04% +74,977 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,573 shares; 2024Q4: 32,137 shares; 2025Q1: 31,901 shares; 2025Q2: 31,195 shares; 2025Q3: 18,354 shares; 2025Q4: 23,486 shares; 2026Q1: 20,731 shares 20,731 $3.51M 0.04% -2,755 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 17,287 shares; 2025Q1: 25,188 shares; 2025Q2: 26,052 shares; 2025Q3: 26,454 shares; 2025Q4: 27,603 shares; 2026Q1: 30,973 shares 30,973 $3.5M 0.04% +3,370 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 14,712 shares; 2025Q3: 16,993 shares; 2025Q4: 17,702 shares; 2026Q1: 17,329 shares 17,329 $3.49M 0.04% -373 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: 15,903 shares; 2024Q4: 15,903 shares; 2025Q1: 23,254 shares; 2025Q2: 28,387 shares; 2025Q3: 28,488 shares; 2025Q4: 29,462 shares; 2026Q1: 45,388 shares 45,388 $3.47M 0.04% +15,926 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,274 shares; 2024Q4: 17,573 shares; 2025Q1: 13,879 shares; 2025Q2: 15,395 shares; 2025Q3: 18,819 shares; 2025Q4: 18,877 shares; 2026Q1: 20,193 shares 20,193 $3.46M 0.04% +1,316 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 82,711 shares; 2025Q1: 88,110 shares; 2025Q2: 97,075 shares; 2025Q3: 119,102 shares; 2025Q4: 128,821 shares; 2026Q1: 141,900 shares 141,900 $3.45M 0.04% +13,079 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: 5,632 shares; 2024Q4: 8,157 shares; 2025Q1: 13,965 shares; 2025Q2: 14,725 shares; 2025Q3: 17,514 shares; 2025Q4: 24,500 shares; 2026Q1: 26,305 shares 26,305 $3.45M 0.04% +1,805 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: 59,095 shares; 2026Q1: 60,384 shares 60,384 $3.44M 0.04% +1,289 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 11,835 shares; 2025Q1: 11,863 shares; 2025Q2: 11,707 shares; 2025Q3: 11,428 shares; 2025Q4: 10,650 shares; 2026Q1: 9,406 shares 9,406 $3.42M 0.04% -1,244 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,827 shares; 2024Q4: 62,230 shares; 2025Q1: 63,958 shares; 2025Q2: 62,290 shares; 2025Q3: 56,479 shares; 2025Q4: 50,912 shares; 2026Q1: 47,657 shares 47,657 $3.41M 0.04% -3,255 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,077 shares; 2025Q1: 8,708 shares; 2025Q2: 12,410 shares; 2025Q3: 11,509 shares; 2025Q4: 10,678 shares; 2026Q1: 9,566 shares 9,566 $3.36M 0.04% -1,112 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,330 shares 64,330 $3.33M 0.04% new 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: 75,597 shares; 2024Q4: 76,197 shares; 2025Q1: 142,840 shares; 2025Q2: 140,222 shares; 2025Q3: 179,014 shares; 2025Q4: 179,014 shares; 2026Q1: 172,289 shares 172,289 $3.33M 0.04% -6,725 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: 29,658 shares; 2024Q4: 29,942 shares; 2025Q1: 27,170 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares; 2025Q4: 15,179 shares; 2026Q1: 15,129 shares 15,129 $3.31M 0.04% -50 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 24,533 shares; 2025Q1: 23,524 shares; 2025Q2: 21,886 shares; 2025Q3: 21,957 shares; 2025Q4: 20,808 shares; 2026Q1: 18,679 shares 18,679 $3.3M 0.04% -2,129 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: 15,685 shares; 2024Q4: 18,119 shares; 2025Q1: 19,726 shares; 2025Q2: 22,134 shares; 2025Q3: 25,109 shares; 2025Q4: 37,813 shares; 2026Q1: 29,064 shares 29,064 $3.3M 0.04% -8,749 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: 5,381 shares; 2024Q4: 5,422 shares; 2025Q1: 5,446 shares; 2025Q2: 5,565 shares; 2025Q3: 5,673 shares; 2025Q4: 5,970 shares; 2026Q1: 5,490 shares 5,490 $3.23M 0.04% -480 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 618 shares; 2025Q1: 703 shares; 2025Q2: 3,848 shares; 2025Q3: 2,968 shares; 2025Q4: 6,597 shares; 2026Q1: 5,731 shares 5,731 $3.22M 0.04% -866 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 7,173 shares; 2025Q1: 7,150 shares; 2025Q2: 7,723 shares; 2025Q3: 7,270 shares; 2025Q4: 8,943 shares; 2026Q1: 6,747 shares 6,747 $3.19M 0.04% -2,196 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: 80,958 shares; 2024Q4: 80,958 shares; 2025Q1: 68,172 shares; 2025Q2: 60,571 shares; 2025Q3: 60,571 shares; 2025Q4: 60,855 shares; 2026Q1: 60,452 shares 60,452 $3.19M 0.04% -403 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: 8,590 shares; 2024Q4: 5,398 shares; 2025Q1: 5,620 shares; 2025Q2: 10,583 shares; 2025Q3: 11,511 shares; 2025Q4: 8,735 shares; 2026Q1: 7,339 shares 7,339 $3.18M 0.04% -1,396 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,722 shares; 2024Q4: 194,789 shares; 2025Q1: 130,354 shares; 2025Q2: 114,899 shares; 2025Q3: 69,225 shares; 2025Q4: 77,544 shares; 2026Q1: 76,756 shares 76,756 $3.18M 0.04% -788 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: 10,228 shares; 2024Q4: 10,221 shares; 2025Q1: 16,360 shares; 2025Q2: 16,637 shares; 2025Q3: 17,159 shares; 2025Q4: 21,524 shares; 2026Q1: 11,433 shares 11,433 $3.15M 0.04% -10,091 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,958 shares; 2024Q4: 106,308 shares; 2025Q1: 121,408 shares; 2025Q2: 132,825 shares; 2025Q3: 216,714 shares; 2025Q4: 243,984 shares; 2026Q1: 257,244 shares 257,244 $3.13M 0.04% +13,260 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: 13,818 shares; 2024Q4: 16,745 shares; 2025Q1: 19,399 shares; 2025Q2: 17,143 shares; 2025Q3: 23,018 shares; 2025Q4: 23,050 shares; 2026Q1: 33,667 shares 33,667 $3.12M 0.04% +10,617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,315 shares; 2025Q4: 61,939 shares; 2026Q1: 73,499 shares 73,499 $3.12M 0.04% +11,560 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: 89,814 shares; 2024Q4: 92,111 shares; 2025Q1: 91,171 shares; 2025Q2: 93,951 shares; 2025Q3: 55,356 shares; 2025Q4: 57,660 shares; 2026Q1: 12,831 shares 12,831 $3.12M 0.04% -44,829 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: 10,398 shares; 2024Q4: 9,227 shares; 2025Q1: 9,883 shares; 2025Q2: 10,258 shares; 2025Q3: 10,236 shares; 2025Q4: 19,292 shares; 2026Q1: 19,196 shares 19,196 $3.1M 0.04% -96 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: 27,484 shares; 2024Q4: 31,259 shares; 2025Q1: 10,071 shares; 2025Q2: 9,535 shares; 2025Q3: 9,303 shares; 2025Q4: 21,548 shares; 2026Q1: 15,232 shares 15,232 $3.1M 0.04% -6,316 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: 162,610 shares; 2024Q4: 167,892 shares; 2025Q1: 169,445 shares; 2025Q2: 48,832 shares; 2025Q3: 21,864 shares; 2025Q4: 29,492 shares; 2026Q1: 23,342 shares 23,342 $3.08M 0.04% -6,150 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: 16,178 shares; 2024Q4: 16,104 shares; 2025Q1: 16,451 shares; 2025Q2: 17,968 shares; 2025Q3: 16,130 shares; 2025Q4: 22,090 shares; 2026Q1: 20,329 shares 20,329 $3.08M 0.04% -1,761 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 26,078 shares; 2025Q1: 32,755 shares; 2025Q2: 32,137 shares; 2025Q3: 31,101 shares; 2025Q4: 28,079 shares; 2026Q1: 37,454 shares 37,454 $3.08M 0.04% +9,375 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 9,547 shares; 2025Q1: 11,195 shares; 2025Q2: 12,587 shares; 2025Q3: 15,345 shares; 2025Q4: 17,158 shares; 2026Q1: 27,741 shares 27,741 $3.07M 0.04% +10,583 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: 47,543 shares; 2024Q4: 40,774 shares; 2025Q1: 57,661 shares; 2025Q2: 34,572 shares; 2025Q3: 72,242 shares; 2025Q4: 69,766 shares; 2026Q1: 83,615 shares 83,615 $3.07M 0.04% +13,849 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: 99,286 shares; 2024Q4: 85,010 shares; 2025Q1: 111,891 shares; 2025Q2: 72,048 shares; 2025Q3: 70,187 shares; 2025Q4: 75,835 shares; 2026Q1: 64,821 shares 64,821 $3.05M 0.04% -11,014 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 902 shares; 2025Q3: 7,993 shares; 2025Q4: 7,530 shares; 2026Q1: 9,201 shares 9,201 $3.04M 0.04% +1,671 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 23,072 shares; 2025Q3: 21,979 shares; 2025Q4: 34,955 shares; 2026Q1: 47,371 shares 47,371 $3.01M 0.04% +12,416 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: 34,361 shares; 2024Q4: 34,720 shares; 2025Q1: 27,321 shares; 2025Q2: 11,588 shares; 2025Q3: 10,264 shares; 2025Q4: 19,831 shares; 2026Q1: 8,834 shares 8,834 $2.98M 0.04% -10,997 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 21,081 shares; 2025Q1: 21,357 shares; 2025Q2: 19,549 shares; 2025Q3: 19,849 shares; 2025Q4: 19,169 shares; 2026Q1: 16,500 shares 16,500 $2.97M 0.04% -2,669 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 7,937 shares; 2025Q1: 7,911 shares; 2025Q2: 7,823 shares; 2025Q3: 7,830 shares; 2025Q4: 7,887 shares; 2026Q1: 7,935 shares 7,935 $2.94M 0.04% +48 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,570 shares; 2025Q2: 29,852 shares; 2025Q3: 45,266 shares; 2025Q4: 51,664 shares; 2026Q1: 80,140 shares 80,140 $2.92M 0.03% +28,476 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 20,383 shares; 2025Q1: 19,502 shares; 2025Q2: 20,667 shares; 2025Q3: 20,827 shares; 2025Q4: 16,363 shares; 2026Q1: 18,184 shares 18,184 $2.92M 0.03% +1,821 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: 2,095 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 7,362 shares; 2025Q4: 11,227 shares; 2026Q1: 11,517 shares 11,517 $2.89M 0.03% +290 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: 5,635 shares; 2024Q4: 5,446 shares; 2025Q1: 6,124 shares; 2025Q2: 6,828 shares; 2025Q3: 7,392 shares; 2025Q4: 14,745 shares; 2026Q1: 13,319 shares 13,319 $2.89M 0.03% -1,426 Timeline SCHV 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: 88,259 shares; 2025Q3: 94,496 shares; 2025Q4: 120,466 shares; 2026Q1: 94,496 shares 94,496 $2.88M 0.03% -25,970 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,264 shares; 2025Q4: 10,917 shares; 2026Q1: 10,867 shares 10,867 $2.88M 0.03% -50 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 25,964 shares; 2025Q1: 14,157 shares; 2025Q2: 18,031 shares; 2025Q3: 22,203 shares; 2025Q4: 52,719 shares; 2026Q1: 50,600 shares 50,600 $2.87M 0.03% -2,119 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: 4,960 shares; 2024Q4: 4,545 shares; 2025Q1: 4,840 shares; 2025Q2: 6,074 shares; 2025Q3: 8,795 shares; 2025Q4: 11,039 shares; 2026Q1: 8,277 shares 8,277 $2.84M 0.03% -2,762 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: 7,046 shares; 2024Q4: 6,780 shares; 2025Q1: 6,401 shares; 2025Q2: 6,315 shares; 2025Q3: 6,428 shares; 2025Q4: 4,266 shares; 2026Q1: 3,870 shares 3,870 $2.82M 0.03% -396 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: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,700 shares; 2025Q2: 57,700 shares; 2025Q3: 57,700 shares; 2025Q4: 57,700 shares; 2026Q1: 57,700 shares 57,700 $2.81M 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,701 shares; 2024Q4: 6,481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,708 shares 54,708 $2.8M 0.03% new Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 22,194 shares; 2025Q4: 24,610 shares; 2026Q1: 61,609 shares 61,609 $2.8M 0.03% +36,999 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,321 shares; 2024Q4: 61,757 shares; 2025Q1: 62,479 shares; 2025Q2: 69,321 shares; 2025Q3: 90,399 shares; 2025Q4: 93,986 shares; 2026Q1: 101,989 shares 101,989 $2.79M 0.03% +8,003 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: 24,272 shares; 2024Q4: 18,801 shares; 2025Q1: 24,314 shares; 2025Q2: 24,600 shares; 2025Q3: 25,808 shares; 2025Q4: 25,916 shares; 2026Q1: 17,543 shares 17,543 $2.76M 0.03% -8,373 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: not reported; 2024Q4: 23,822 shares; 2025Q1: 18,242 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares; 2025Q4: 23,114 shares; 2026Q1: 32,655 shares 32,655 $2.76M 0.03% +9,541 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: 24,233 shares; 2024Q4: 28,389 shares; 2025Q1: 44,590 shares; 2025Q2: 44,697 shares; 2025Q3: 42,933 shares; 2025Q4: 48,291 shares; 2026Q1: 55,805 shares 55,805 $2.76M 0.03% +7,514 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: 5,655 shares; 2024Q4: 6,250 shares; 2025Q1: 8,528 shares; 2025Q2: 8,223 shares; 2025Q3: 7,785 shares; 2025Q4: 11,257 shares; 2026Q1: 8,307 shares 8,307 $2.73M 0.03% -2,950 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: 21,555 shares; 2024Q4: 20,782 shares; 2025Q1: 17,074 shares; 2025Q2: 17,036 shares; 2025Q3: 16,954 shares; 2025Q4: 16,820 shares; 2026Q1: 18,501 shares 18,501 $2.71M 0.03% +1,681 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: 67,311 shares; 2024Q4: 73,864 shares; 2025Q1: 62,656 shares; 2025Q2: 67,167 shares; 2025Q3: 83,919 shares; 2025Q4: 159,846 shares; 2026Q1: 93,399 shares 93,399 $2.71M 0.03% -66,447 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: 8,211 shares; 2024Q4: 9,042 shares; 2025Q1: 8,784 shares; 2025Q2: 9,109 shares; 2025Q3: 9,081 shares; 2025Q4: 13,106 shares; 2026Q1: 9,145 shares 9,145 $2.7M 0.03% -3,961 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: 14,604 shares; 2024Q4: 17,947 shares; 2025Q1: 18,735 shares; 2025Q2: 17,452 shares; 2025Q3: 16,211 shares; 2025Q4: 26,297 shares; 2026Q1: 16,296 shares 16,296 $2.68M 0.03% -10,001 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: 30,762 shares; 2024Q4: 36,427 shares; 2025Q1: 18,806 shares; 2025Q2: 21,575 shares; 2025Q3: 36,921 shares; 2025Q4: 50,022 shares; 2026Q1: 45,385 shares 45,385 $2.67M 0.03% -4,637 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: 4,810 shares; 2024Q4: 4,690 shares; 2025Q1: 10,661 shares; 2025Q2: 2,026 shares; 2025Q3: 1,877 shares; 2025Q4: 5,965 shares; 2026Q1: 5,527 shares 5,527 $2.62M 0.03% -438 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,689 shares; 2025Q1: 4,835 shares; 2025Q2: 5,449 shares; 2025Q3: 9,959 shares; 2025Q4: 11,753 shares; 2026Q1: 14,159 shares 14,159 $2.61M 0.03% +2,406 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 14,117 shares; 2025Q1: 37,277 shares; 2025Q2: 36,661 shares; 2025Q3: 33,983 shares; 2025Q4: 24,766 shares; 2026Q1: 28,404 shares 28,404 $2.6M 0.03% +3,638 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,025 shares; 2024Q4: 106,355 shares; 2025Q1: 98,506 shares; 2025Q2: 94,072 shares; 2025Q3: 110,670 shares; 2025Q4: 129,540 shares; 2026Q1: 143,316 shares 143,316 $2.58M 0.03% +13,776 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 9,534 shares; 2025Q1: 8,821 shares; 2025Q2: 7,280 shares; 2025Q3: 3,858 shares; 2025Q4: 3,736 shares; 2026Q1: 3,496 shares 3,496 $2.58M 0.03% -240 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,922 shares; 2025Q3: not reported; 2025Q4: 55,126 shares; 2026Q1: 55,104 shares 55,104 $2.58M 0.03% -22 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 19,205 shares; 2025Q3: 18,256 shares; 2025Q4: 16,539 shares; 2026Q1: 25,833 shares 25,833 $2.57M 0.03% +9,294 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,647 shares; 2024Q4: 32,536 shares; 2025Q1: 30,574 shares; 2025Q2: 29,150 shares; 2025Q3: 28,394 shares; 2025Q4: 32,332 shares; 2026Q1: 26,290 shares 26,290 $2.55M 0.03% -6,042 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: 13,863 shares; 2024Q4: 34,623 shares; 2025Q1: 33,472 shares; 2025Q2: 31,098 shares; 2025Q3: 28,158 shares; 2025Q4: 42,542 shares; 2026Q1: 15,561 shares 15,561 $2.55M 0.03% -26,981 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,932 shares; 2024Q4: 30,098 shares; 2025Q1: 30,872 shares; 2025Q2: 30,403 shares; 2025Q3: 28,207 shares; 2025Q4: 21,372 shares; 2026Q1: 24,512 shares 24,512 $2.54M 0.03% +3,140 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: 1,949 shares; 2024Q4: 3,193 shares; 2025Q1: 4,148 shares; 2025Q2: 8,645 shares; 2025Q3: 10,333 shares; 2025Q4: 12,466 shares; 2026Q1: 17,061 shares 17,061 $2.53M 0.03% +4,595 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,336 shares; 2024Q4: 25,350 shares; 2025Q1: 24,346 shares; 2025Q2: 27,309 shares; 2025Q3: 27,581 shares; 2025Q4: 28,768 shares; 2026Q1: 28,433 shares 28,433 $2.52M 0.03% -335 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,262 shares; 2024Q4: 36,894 shares; 2025Q1: 35,280 shares; 2025Q2: 33,355 shares; 2025Q3: 36,230 shares; 2025Q4: 25,824 shares; 2026Q1: 23,645 shares 23,645 $2.52M 0.03% -2,179 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 14,401 shares; 2025Q1: 8,288 shares; 2025Q2: 7,902 shares; 2025Q3: 7,756 shares; 2025Q4: 7,703 shares; 2026Q1: 7,649 shares 7,649 $2.51M 0.03% -54 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 41,551 shares; 2025Q1: 33,621 shares; 2025Q2: 30,965 shares; 2025Q3: 30,304 shares; 2025Q4: 38,401 shares; 2026Q1: 33,601 shares 33,601 $2.5M 0.03% -4,800 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 6,140 shares; 2025Q1: 5,961 shares; 2025Q2: 6,604 shares; 2025Q3: 5,895 shares; 2025Q4: 7,765 shares; 2026Q1: 5,687 shares 5,687 $2.48M 0.03% -2,078 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 47,494 shares; 2025Q3: 44,967 shares; 2025Q4: 42,729 shares; 2026Q1: 37,983 shares 37,983 $2.48M 0.03% -4,746 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: 9,691 shares; 2024Q4: 8,718 shares; 2025Q1: 12,554 shares; 2025Q2: 13,489 shares; 2025Q3: 17,329 shares; 2025Q4: 19,360 shares; 2026Q1: 18,227 shares 18,227 $2.46M 0.03% -1,133 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,533 shares; 2025Q1: 31,550 shares; 2025Q2: 31,822 shares; 2025Q3: 31,448 shares; 2025Q4: 30,082 shares; 2026Q1: 26,764 shares 26,764 $2.46M 0.03% -3,318 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: 40,351 shares; 2024Q4: 37,404 shares; 2025Q1: 38,745 shares; 2025Q2: 38,837 shares; 2025Q3: 37,350 shares; 2025Q4: 44,374 shares; 2026Q1: 37,045 shares 37,045 $2.46M 0.03% -7,329 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 3,467 shares; 2026Q1: 6,584 shares 6,584 $2.42M 0.03% +3,117 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 70,403 shares 70,403 $2.41M 0.03% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 19,339 shares; 2025Q1: 22,772 shares; 2025Q2: 22,378 shares; 2025Q3: 21,283 shares; 2025Q4: 18,511 shares; 2026Q1: 18,016 shares 18,016 $2.4M 0.03% -495 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 45,780 shares; 2025Q2: 41,946 shares; 2025Q3: 41,946 shares; 2025Q4: 46,004 shares; 2026Q1: 45,135 shares 45,135 $2.4M 0.03% -869 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,600 shares; 2025Q1: 23,994 shares; 2025Q2: 27,677 shares; 2025Q3: 34,008 shares; 2025Q4: 38,055 shares; 2026Q1: 58,470 shares 58,470 $2.39M 0.03% +20,415 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 122,813 shares; 2025Q1: 129,550 shares; 2025Q2: 128,105 shares; 2025Q3: 125,319 shares; 2025Q4: 105,684 shares; 2026Q1: 67,725 shares 67,725 $2.38M 0.03% -37,959 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,974 shares; 2024Q4: 57,979 shares; 2025Q1: 51,833 shares; 2025Q2: 52,252 shares; 2025Q3: 52,027 shares; 2025Q4: 52,036 shares; 2026Q1: 52,036 shares 52,036 $2.38M 0.03% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 13,679 shares; 2025Q1: 14,613 shares; 2025Q2: 14,925 shares; 2025Q3: 13,921 shares; 2025Q4: 11,527 shares; 2026Q1: 11,341 shares 11,341 $2.37M 0.03% -186 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 14,971 shares; 2025Q1: 15,233 shares; 2025Q2: 15,264 shares; 2025Q3: 15,339 shares; 2025Q4: 15,953 shares; 2026Q1: 15,008 shares 15,008 $2.36M 0.03% -945 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: 7,994 shares; 2024Q4: 8,454 shares; 2025Q1: 8,056 shares; 2025Q2: 8,307 shares; 2025Q3: 15,330 shares; 2025Q4: 20,170 shares; 2026Q1: 17,793 shares 17,793 $2.33M 0.03% -2,377 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,777 shares 44,777 $2.33M 0.03% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,433 shares; 2024Q4: 21,865 shares; 2025Q1: 23,280 shares; 2025Q2: 22,048 shares; 2025Q3: 21,556 shares; 2025Q4: 21,138 shares; 2026Q1: 18,892 shares 18,892 $2.32M 0.03% -2,246 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,166 shares; 2025Q2: 24,053 shares; 2025Q3: 24,053 shares; 2025Q4: 44,705 shares; 2026Q1: 44,705 shares 44,705 $2.32M 0.03% 0 Timeline XSOE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,056 shares 57,056 $2.29M 0.03% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 14,023 shares; 2025Q1: 11,235 shares; 2025Q2: 9,447 shares; 2025Q3: 9,645 shares; 2025Q4: 12,999 shares; 2026Q1: 27,962 shares 27,962 $2.29M 0.03% +14,963 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,560 shares; 2024Q4: 49,741 shares; 2025Q1: 47,840 shares; 2025Q2: 45,241 shares; 2025Q3: 46,669 shares; 2025Q4: 44,093 shares; 2026Q1: 40,069 shares 40,069 $2.28M 0.03% -4,024 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: 117,257 shares; 2024Q4: 105,514 shares; 2025Q1: 105,614 shares; 2025Q2: 73,011 shares; 2025Q3: 79,063 shares; 2025Q4: 107,756 shares; 2026Q1: 81,237 shares 81,237 $2.28M 0.03% -26,519 Timeline JBBB 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: not reported; 2026Q1: 48,878 shares 48,878 $2.28M 0.03% new Timeline DOCT 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: 48,542 shares; 2024Q4: 48,542 shares; 2025Q1: 48,542 shares; 2025Q2: 55,119 shares; 2025Q3: 52,196 shares; 2025Q4: 52,196 shares; 2026Q1: 52,196 shares 52,196 $2.27M 0.03% 0 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: 2,657 shares; 2024Q4: 2,257 shares; 2025Q1: 2,038 shares; 2025Q2: 9,590 shares; 2025Q3: 11,179 shares; 2025Q4: 13,764 shares; 2026Q1: 9,167 shares 9,167 $2.27M 0.03% -4,597 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,119 shares; 2024Q4: 34,098 shares; 2025Q1: 33,263 shares; 2025Q2: 30,928 shares; 2025Q3: 31,045 shares; 2025Q4: 30,459 shares; 2026Q1: 26,482 shares 26,482 $2.24M 0.03% -3,977 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,414 shares; 2025Q1: 5,854 shares; 2025Q2: 7,420 shares; 2025Q3: 7,297 shares; 2025Q4: 7,609 shares; 2026Q1: 60,495 shares 60,495 $2.23M 0.03% +52,886 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: 21,736 shares; 2024Q4: 20,648 shares; 2025Q1: 24,657 shares; 2025Q2: 28,639 shares; 2025Q3: 20,963 shares; 2025Q4: 20,394 shares; 2026Q1: 29,744 shares 29,744 $2.21M 0.03% +9,350 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,958 shares 29,958 $2.21M 0.03% new Timeline FTCB 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: 50,829 shares; 2025Q2: 106,465 shares; 2025Q3: 106,718 shares; 2025Q4: 104,821 shares; 2026Q1: 105,114 shares 105,114 $2.2M 0.03% +293 Timeline ESGV 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: 19,952 shares; 2024Q4: 20,227 shares; 2025Q1: 22,504 shares; 2025Q2: 20,034 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares; 2026Q1: 19,620 shares 19,620 $2.2M 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 3,945 shares; 2025Q1: 3,553 shares; 2025Q2: 16,008 shares; 2025Q3: 19,227 shares; 2025Q4: 20,378 shares; 2026Q1: 21,375 shares 21,375 $2.19M 0.03% +997 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: 26,560 shares; 2024Q4: 26,602 shares; 2025Q1: 27,383 shares; 2025Q2: 31,558 shares; 2025Q3: 31,664 shares; 2025Q4: 33,363 shares; 2026Q1: 23,684 shares 23,684 $2.18M 0.03% -9,679 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 12,615 shares; 2025Q1: 24,146 shares; 2025Q2: 29,956 shares; 2025Q3: 30,320 shares; 2025Q4: 42,082 shares; 2026Q1: 37,772 shares 37,772 $2.15M 0.03% -4,310 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,367 shares; 2024Q4: 9,667 shares; 2025Q1: 9,248 shares; 2025Q2: 8,603 shares; 2025Q3: 8,629 shares; 2025Q4: 8,142 shares; 2026Q1: 7,365 shares 7,365 $2.15M 0.03% -777 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: 10,770 shares; 2024Q4: 10,493 shares; 2025Q1: 5,393 shares; 2025Q2: 5,744 shares; 2025Q3: 5,550 shares; 2025Q4: 7,502 shares; 2026Q1: 4,975 shares 4,975 $2.15M 0.03% -2,527 Timeline KBWB 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: not reported; 2025Q3: not reported; 2025Q4: 29,790 shares; 2026Q1: 26,958 shares 26,958 $2.13M 0.03% -2,832 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 13,634 shares; 2025Q1: 50,408 shares; 2025Q2: 85,655 shares; 2025Q3: 82,651 shares; 2025Q4: 109,249 shares; 2026Q1: 84,469 shares 84,469 $2.12M 0.03% -24,780 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: 10,197 shares; 2024Q4: 8,974 shares; 2025Q1: 8,558 shares; 2025Q2: 7,695 shares; 2025Q3: 6,482 shares; 2025Q4: 10,679 shares; 2026Q1: 6,625 shares 6,625 $2.11M 0.03% -4,054 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,726 shares; 2025Q1: 4,364 shares; 2025Q2: 5,006 shares; 2025Q3: 6,093 shares; 2025Q4: 11,883 shares; 2026Q1: 18,184 shares 18,184 $2.1M 0.03% +6,301 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 5,845 shares; 2025Q1: 6,349 shares; 2025Q2: 7,863 shares; 2025Q3: 9,936 shares; 2025Q4: 15,203 shares; 2026Q1: 13,507 shares 13,507 $2.1M 0.03% -1,696 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,605 shares; 2024Q4: 243,546 shares; 2025Q1: 243,532 shares; 2025Q2: 243,503 shares; 2025Q3: 246,553 shares; 2025Q4: 246,503 shares; 2026Q1: 246,503 shares 246,503 $2.09M 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 5,860 shares; 2025Q1: 4,430 shares; 2025Q2: 4,483 shares; 2025Q3: 11,092 shares; 2025Q4: 12,435 shares; 2026Q1: 13,825 shares 13,825 $2.09M 0.02% +1,390 Timeline DNL 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: 72,746 shares; 2024Q4: 66,964 shares; 2025Q1: 64,914 shares; 2025Q2: 63,368 shares; 2025Q3: 63,368 shares; 2025Q4: 49,957 shares; 2026Q1: 51,503 shares 51,503 $2.08M 0.02% +1,546 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,610 shares; 2024Q4: 456,249 shares; 2025Q1: 421,022 shares; 2025Q2: 429,735 shares; 2025Q3: 513,327 shares; 2025Q4: 484,036 shares; 2026Q1: 409,053 shares 409,053 $2.06M 0.02% -74,983 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 23,348 shares; 2025Q1: 750,818 shares; 2025Q2: 976,106 shares; 2025Q3: 1,457,184 shares; 2025Q4: 111,309 shares; 2026Q1: 75,198 shares 75,198 $2.05M 0.02% -36,111 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,841 shares; 2024Q4: 30,215 shares; 2025Q1: 32,646 shares; 2025Q2: 31,913 shares; 2025Q3: 31,301 shares; 2025Q4: 29,821 shares; 2026Q1: 25,687 shares 25,687 $2.05M 0.02% -4,134 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: 32,552 shares; 2024Q4: 33,300 shares; 2025Q1: 48,257 shares; 2025Q2: 56,476 shares; 2025Q3: 55,326 shares; 2025Q4: 66,573 shares; 2026Q1: 61,159 shares 61,159 $2.05M 0.02% -5,414 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,959 shares 11,959 $2.05M 0.02% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,377 shares; 2025Q1: 5,246 shares; 2025Q2: 38,974 shares; 2025Q3: 57,244 shares; 2025Q4: 35,304 shares; 2026Q1: 55,203 shares 55,203 $2.04M 0.02% +19,899 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: not reported; 2024Q4: not reported; 2025Q1: 3,775 shares; 2025Q2: 12,887 shares; 2025Q3: 9,873 shares; 2025Q4: 20,267 shares; 2026Q1: 17,024 shares 17,024 $2.02M 0.02% -3,243 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: 5,161 shares; 2024Q4: 4,998 shares; 2025Q1: 5,450 shares; 2025Q2: 5,856 shares; 2025Q3: 5,767 shares; 2025Q4: 10,976 shares; 2026Q1: 7,710 shares 7,710 $2.01M 0.02% -3,266 Timeline ADEA ADEIA INC More: the full row for ADEIA 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: 53,691 shares; 2025Q4: 60,851 shares; 2026Q1: 82,878 shares 82,878 $1.99M 0.02% +22,027 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,100 shares; 2025Q2: 16,297 shares; 2025Q3: 16,298 shares; 2025Q4: 16,358 shares; 2026Q1: 16,431 shares 16,431 $1.99M 0.02% +73 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: 30,206 shares; 2024Q4: 29,219 shares; 2025Q1: 29,382 shares; 2025Q2: 29,549 shares; 2025Q3: 22,457 shares; 2025Q4: 35,559 shares; 2026Q1: 22,953 shares 22,953 $1.99M 0.02% -12,606 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,163 shares; 2024Q4: 100,301 shares; 2025Q1: 95,965 shares; 2025Q2: 94,324 shares; 2025Q3: 94,655 shares; 2025Q4: 90,110 shares; 2026Q1: 80,366 shares 80,366 $1.98M 0.02% -9,744 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: 8,456 shares; 2024Q4: 7,819 shares; 2025Q1: 11,682 shares; 2025Q2: 11,422 shares; 2025Q3: 11,884 shares; 2025Q4: 13,702 shares; 2026Q1: 19,365 shares 19,365 $1.98M 0.02% +5,663 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,462 shares; 2025Q1: 7,552 shares; 2025Q2: 6,396 shares; 2025Q3: 7,997 shares; 2025Q4: 16,807 shares; 2026Q1: 6,123 shares 6,123 $1.98M 0.02% -10,684 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: 52,322 shares; 2024Q4: 53,650 shares; 2025Q1: 15,250 shares; 2025Q2: 10,623 shares; 2025Q3: 10,644 shares; 2025Q4: 11,275 shares; 2026Q1: 22,771 shares 22,771 $1.97M 0.02% +11,496 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: 6,050 shares; 2024Q4: 6,060 shares; 2025Q1: 6,228 shares; 2025Q2: 9,562 shares; 2025Q3: 14,746 shares; 2025Q4: 18,618 shares; 2026Q1: 16,247 shares 16,247 $1.97M 0.02% -2,371 Timeline FDT 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: 24,921 shares; 2024Q4: 25,176 shares; 2025Q1: 24,943 shares; 2025Q2: 23,027 shares; 2025Q3: 23,053 shares; 2025Q4: 22,683 shares; 2026Q1: 22,597 shares 22,597 $1.96M 0.02% -86 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,496 shares; 2024Q4: 71,232 shares; 2025Q1: 67,274 shares; 2025Q2: 73,951 shares; 2025Q3: 92,749 shares; 2025Q4: 92,762 shares; 2026Q1: 93,975 shares 93,975 $1.95M 0.02% +1,213 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 24,028 shares; 2025Q1: 26,714 shares; 2025Q2: 24,831 shares; 2025Q3: 24,308 shares; 2025Q4: 18,686 shares; 2026Q1: 21,147 shares 21,147 $1.95M 0.02% +2,461 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,144 shares; 2025Q2: 1,288 shares; 2025Q3: 1,729 shares; 2025Q4: 1,968 shares; 2026Q1: 3,032 shares 3,032 $1.94M 0.02% +1,064 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 9,825 shares; 2025Q1: 19,391 shares; 2025Q2: 13,854 shares; 2025Q3: 15,048 shares; 2025Q4: 15,583 shares; 2026Q1: 19,003 shares 19,003 $1.94M 0.02% +3,420 Timeline LMBS 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: 52,601 shares; 2024Q4: 48,221 shares; 2025Q1: 47,700 shares; 2025Q2: 46,536 shares; 2025Q3: 45,485 shares; 2025Q4: 45,159 shares; 2026Q1: 38,847 shares 38,847 $1.93M 0.02% -6,312 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 3,226 shares; 2025Q1: 3,641 shares; 2025Q2: 3,384 shares; 2025Q3: 3,997 shares; 2025Q4: 4,584 shares; 2026Q1: 6,880 shares 6,880 $1.93M 0.02% +2,296 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 4,733 shares; 2025Q1: 4,576 shares; 2025Q2: 4,855 shares; 2025Q3: 7,011 shares; 2025Q4: 7,010 shares; 2026Q1: 7,045 shares 7,045 $1.92M 0.02% +35 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 803 shares; 2025Q1: 782 shares; 2025Q2: 800 shares; 2025Q3: 1,186 shares; 2025Q4: 1,970 shares; 2026Q1: 1,759 shares 1,759 $1.92M 0.02% -211 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: 25,904 shares; 2024Q4: 23,302 shares; 2025Q1: 25,339 shares; 2025Q2: 9,125 shares; 2025Q3: 15,742 shares; 2025Q4: 20,561 shares; 2026Q1: 19,495 shares 19,495 $1.92M 0.02% -1,066 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 7,126 shares; 2025Q3: 8,309 shares; 2025Q4: 10,118 shares; 2026Q1: 13,185 shares 13,185 $1.91M 0.02% +3,067 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: 28,312 shares; 2024Q4: 26,820 shares; 2025Q1: 36,117 shares; 2025Q2: 33,126 shares; 2025Q3: 37,203 shares; 2025Q4: 64,847 shares; 2026Q1: 43,160 shares 43,160 $1.9M 0.02% -21,687 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares; 2026Q1: 26,500 shares 26,500 $1.9M 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 7,520 shares; 2025Q1: 7,404 shares; 2025Q2: 7,617 shares; 2025Q3: 7,652 shares; 2025Q4: 16,325 shares; 2026Q1: 17,049 shares 17,049 $1.86M 0.02% +724 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: 9,891 shares; 2024Q4: 8,185 shares; 2025Q1: 7,728 shares; 2025Q2: 8,554 shares; 2025Q3: 9,145 shares; 2025Q4: 13,124 shares; 2026Q1: 9,126 shares 9,126 $1.85M 0.02% -3,998 Timeline MLN 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: not reported; 2024Q4: 215,911 shares; 2025Q1: 201,222 shares; 2025Q2: 199,324 shares; 2025Q3: 200,220 shares; 2025Q4: 116,028 shares; 2026Q1: 106,279 shares 106,279 $1.85M 0.02% -9,749 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 8,053 shares; 2025Q1: 6,583 shares; 2025Q2: 8,476 shares; 2025Q3: 12,442 shares; 2025Q4: 14,185 shares; 2026Q1: 16,978 shares 16,978 $1.85M 0.02% +2,793 Timeline TDIV 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: 24,850 shares; 2024Q4: 24,649 shares; 2025Q1: 22,210 shares; 2025Q2: 20,127 shares; 2025Q3: 20,139 shares; 2025Q4: 19,733 shares; 2026Q1: 19,747 shares 19,747 $1.85M 0.02% +14 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,051 shares; 2024Q4: 16,051 shares; 2025Q1: 16,051 shares; 2025Q2: 16,051 shares; 2025Q3: 16,051 shares; 2025Q4: 16,051 shares; 2026Q1: 16,077 shares 16,077 $1.85M 0.02% +26 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 29,879 shares; 2025Q1: 15,517 shares; 2025Q2: 16,842 shares; 2025Q3: 20,972 shares; 2025Q4: 24,984 shares; 2026Q1: 38,025 shares 38,025 $1.84M 0.02% +13,041 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: 65,719 shares; 2024Q4: 60,159 shares; 2025Q1: 46,264 shares; 2025Q2: 38,289 shares; 2025Q3: 13,463 shares; 2025Q4: 23,508 shares; 2026Q1: 29,932 shares 29,932 $1.83M 0.02% +6,424 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,877 shares; 2025Q2: 5,098 shares; 2025Q3: 6,121 shares; 2025Q4: 7,660 shares; 2026Q1: 10,712 shares 10,712 $1.82M 0.02% +3,052 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 22,689 shares; 2025Q1: 20,264 shares; 2025Q2: 19,985 shares; 2025Q3: 19,811 shares; 2025Q4: 20,751 shares; 2026Q1: 19,737 shares 19,737 $1.82M 0.02% -1,014 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,558 shares; 2025Q1: 11,456 shares; 2025Q2: 13,234 shares; 2025Q3: 15,603 shares; 2025Q4: 17,431 shares; 2026Q1: 24,942 shares 24,942 $1.82M 0.02% +7,511 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: 20,295 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,770 shares 53,770 $1.82M 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,399 shares; 2025Q1: 11,578 shares; 2025Q2: 20,694 shares; 2025Q3: 25,439 shares; 2025Q4: 28,275 shares; 2026Q1: 42,331 shares 42,331 $1.82M 0.02% +14,056 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 16,543 shares; 2025Q1: 15,862 shares; 2025Q2: 14,820 shares; 2025Q3: 19,632 shares; 2025Q4: 18,586 shares; 2026Q1: 16,708 shares 16,708 $1.81M 0.02% -1,878 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 10,416 shares 10,416 $1.81M 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 13,030 shares; 2025Q1: 11,959 shares; 2025Q2: 12,433 shares; 2025Q3: 11,651 shares; 2025Q4: 15,719 shares; 2026Q1: 10,452 shares 10,452 $1.8M 0.02% -5,267 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 9,947 shares; 2025Q1: 9,721 shares; 2025Q2: 7,029 shares; 2025Q3: 22,029 shares; 2025Q4: 22,088 shares; 2026Q1: 21,838 shares 21,838 $1.8M 0.02% -250 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,113 shares; 2025Q1: 31,958 shares; 2025Q2: 37,350 shares; 2025Q3: 45,822 shares; 2025Q4: 50,402 shares; 2026Q1: 77,134 shares 77,134 $1.8M 0.02% +26,732 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,146 shares; 2025Q1: 2,142 shares; 2025Q2: 2,577 shares; 2025Q3: 5,674 shares; 2025Q4: 9,993 shares; 2026Q1: 7,467 shares 7,467 $1.79M 0.02% -2,526 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 4,139 shares; 2025Q2: 10,923 shares; 2025Q3: 13,253 shares; 2025Q4: 14,823 shares; 2026Q1: 22,054 shares 22,054 $1.78M 0.02% +7,231 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 4,237 shares; 2025Q1: 3,543 shares; 2025Q2: 3,004 shares; 2025Q3: 8,053 shares; 2025Q4: 8,720 shares; 2026Q1: 8,609 shares 8,609 $1.78M 0.02% -111 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 21,413 shares; 2025Q1: 24,592 shares; 2025Q2: 24,566 shares; 2025Q3: 24,332 shares; 2025Q4: 18,768 shares; 2026Q1: 21,777 shares 21,777 $1.77M 0.02% +3,009 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: 4,482 shares; 2025Q3: 11,121 shares; 2025Q4: 12,833 shares; 2026Q1: 17,550 shares 17,550 $1.77M 0.02% +4,717 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: 32,945 shares; 2025Q3: 50,477 shares; 2025Q4: 47,929 shares; 2026Q1: 43,236 shares 43,236 $1.76M 0.02% -4,693 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,193 shares; 2025Q2: 18,315 shares; 2025Q3: 22,320 shares; 2025Q4: 25,672 shares; 2026Q1: 41,324 shares 41,324 $1.76M 0.02% +15,652 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: 5,008 shares; 2024Q4: 6,969 shares; 2025Q1: 6,564 shares; 2025Q2: 6,207 shares; 2025Q3: 6,247 shares; 2025Q4: 3,514 shares; 2026Q1: 6,197 shares 6,197 $1.76M 0.02% +2,683 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,921 shares; 2024Q4: 30,423 shares; 2025Q1: 34,318 shares; 2025Q2: 33,789 shares; 2025Q3: 32,042 shares; 2025Q4: 23,384 shares; 2026Q1: 26,713 shares 26,713 $1.74M 0.02% +3,329 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,195 shares; 2025Q1: 1,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares; 2026Q1: 7,117 shares 7,117 $1.74M 0.02% +6,422 Timeline ACWI 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: 9,863 shares; 2024Q4: 8,149 shares; 2025Q1: 9,396 shares; 2025Q2: 11,575 shares; 2025Q3: 11,132 shares; 2025Q4: 56,435 shares; 2026Q1: 12,558 shares 12,558 $1.74M 0.02% -43,877 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,310 shares; 2025Q1: 16,850 shares; 2025Q2: 23,363 shares; 2025Q3: 27,238 shares; 2025Q4: 38,769 shares; 2026Q1: 43,927 shares 43,927 $1.74M 0.02% +5,158 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,515 shares 8,515 $1.74M 0.02% new Timeline FJUL 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: 32,496 shares; 2024Q4: 32,496 shares; 2025Q1: 32,546 shares; 2025Q2: 31,720 shares; 2025Q3: 31,632 shares; 2025Q4: 31,632 shares; 2026Q1: 31,632 shares 31,632 $1.73M 0.02% 0 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: 31,834 shares; 2024Q4: 54,608 shares; 2025Q1: 71,975 shares; 2025Q2: 52,199 shares; 2025Q3: 52,206 shares; 2025Q4: 50,654 shares; 2026Q1: 50,611 shares 50,611 $1.72M 0.02% -43 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: 13,782 shares; 2024Q4: 15,708 shares; 2025Q1: 15,081 shares; 2025Q2: 13,434 shares; 2025Q3: 15,071 shares; 2025Q4: 28,174 shares; 2026Q1: 17,822 shares 17,822 $1.72M 0.02% -10,352 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 31,164 shares; 2025Q1: 29,854 shares; 2025Q2: 27,781 shares; 2025Q3: 27,873 shares; 2025Q4: 26,388 shares; 2026Q1: 31,124 shares 31,124 $1.7M 0.02% +4,736 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 14,674 shares; 2025Q1: 14,822 shares; 2025Q2: 11,228 shares; 2025Q3: 13,752 shares; 2025Q4: 14,265 shares; 2026Q1: 13,438 shares 13,438 $1.7M 0.02% -827 Timeline FBT 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: 5,606 shares; 2024Q4: 9,553 shares; 2025Q1: 9,161 shares; 2025Q2: 8,571 shares; 2025Q3: 8,571 shares; 2025Q4: 8,458 shares; 2026Q1: 8,441 shares 8,441 $1.7M 0.02% -17 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 866 shares; 2025Q3: 1,146 shares; 2025Q4: 3,096 shares; 2026Q1: 3,086 shares 3,086 $1.69M 0.02% -10 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: not reported; 2026Q1: 17,707 shares 17,707 $1.69M 0.02% new 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: 8,449 shares; 2024Q4: 6,655 shares; 2025Q1: 6,049 shares; 2025Q2: 5,943 shares; 2025Q3: 7,913 shares; 2025Q4: 11,572 shares; 2026Q1: 8,092 shares 8,092 $1.68M 0.02% -3,480 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,774 shares; 2024Q4: 57,606 shares; 2025Q1: 52,312 shares; 2025Q2: 59,396 shares; 2025Q3: 63,859 shares; 2025Q4: 71,597 shares; 2026Q1: 79,021 shares 79,021 $1.67M 0.02% +7,424 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,633 shares; 2024Q4: 14,992 shares; 2025Q1: 24,762 shares; 2025Q2: 22,984 shares; 2025Q3: 23,078 shares; 2025Q4: 24,039 shares; 2026Q1: 19,626 shares 19,626 $1.67M 0.02% -4,413 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: 15,053 shares; 2024Q4: 7,473 shares; 2025Q1: 10,227 shares; 2025Q2: 12,774 shares; 2025Q3: 23,591 shares; 2025Q4: 36,727 shares; 2026Q1: 31,490 shares 31,490 $1.64M 0.02% -5,237 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: 124,589 shares; 2024Q4: 108,805 shares; 2025Q1: 110,999 shares; 2025Q2: 70,133 shares; 2025Q3: 66,632 shares; 2025Q4: 70,101 shares; 2026Q1: 56,740 shares 56,740 $1.63M 0.02% -13,361 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,650 shares; 2025Q1: 4,599 shares; 2025Q2: 4,084 shares; 2025Q3: 4,031 shares; 2025Q4: 4,346 shares; 2026Q1: 4,513 shares 4,513 $1.61M 0.02% +167 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: 18,301 shares; 2024Q4: 18,365 shares; 2025Q1: 27,061 shares; 2025Q2: 27,647 shares; 2025Q3: 28,719 shares; 2025Q4: 29,369 shares; 2026Q1: 29,525 shares 29,525 $1.6M 0.02% +156 Timeline NXTG 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: 14,026 shares; 2024Q4: 13,850 shares; 2025Q1: 14,423 shares; 2025Q2: 14,305 shares; 2025Q3: 14,276 shares; 2025Q4: 14,257 shares; 2026Q1: 14,189 shares 14,189 $1.59M 0.02% -68 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: 8,640 shares; 2024Q4: 7,530 shares; 2025Q1: 7,842 shares; 2025Q2: 7,435 shares; 2025Q3: 9,363 shares; 2025Q4: 9,336 shares; 2026Q1: 9,391 shares 9,391 $1.59M 0.02% +55 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,306 shares; 2024Q4: 316,120 shares; 2025Q1: 165,329 shares; 2025Q2: 93,024 shares; 2025Q3: 99,725 shares; 2025Q4: 51,199 shares; 2026Q1: 31,723 shares 31,723 $1.58M 0.02% -19,476 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,968 shares; 2025Q1: 3,347 shares; 2025Q2: 3,603 shares; 2025Q3: 3,973 shares; 2025Q4: 5,539 shares; 2026Q1: 4,434 shares 4,434 $1.58M 0.02% -1,105 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: 9,367 shares; 2024Q4: 10,352 shares; 2025Q1: 10,578 shares; 2025Q2: 13,077 shares; 2025Q3: 11,893 shares; 2025Q4: 10,436 shares; 2026Q1: 15,904 shares 15,904 $1.58M 0.02% +5,468 Timeline VTWO 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: 15,861 shares; 2024Q4: 13,288 shares; 2025Q1: 13,200 shares; 2025Q2: 14,203 shares; 2025Q3: 14,118 shares; 2025Q4: 14,080 shares; 2026Q1: 15,563 shares 15,563 $1.56M 0.02% +1,483 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 26,422 shares; 2025Q1: 17,508 shares; 2025Q2: 17,144 shares; 2025Q3: 17,162 shares; 2025Q4: 16,792 shares; 2026Q1: 16,806 shares 16,806 $1.55M 0.02% +14 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,610 shares; 2025Q1: 16,618 shares; 2025Q2: 19,065 shares; 2025Q3: 23,627 shares; 2025Q4: 26,616 shares; 2026Q1: 41,324 shares 41,324 $1.55M 0.02% +14,708 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: 9,165 shares; 2024Q4: 10,206 shares; 2025Q1: 13,727 shares; 2025Q2: 13,823 shares; 2025Q3: 14,293 shares; 2025Q4: 28,577 shares; 2026Q1: 33,624 shares 33,624 $1.54M 0.02% +5,047 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,855 shares; 2025Q1: 8,708 shares; 2025Q2: 14,001 shares; 2025Q3: 13,932 shares; 2025Q4: 14,179 shares; 2026Q1: 14,580 shares 14,580 $1.53M 0.02% +401 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: 15,756 shares; 2024Q4: 22,444 shares; 2025Q1: 23,264 shares; 2025Q2: 24,915 shares; 2025Q3: 17,508 shares; 2025Q4: 19,307 shares; 2026Q1: 19,420 shares 19,420 $1.53M 0.02% +113 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: 7,558 shares; 2024Q4: 7,385 shares; 2025Q1: 15,931 shares; 2025Q2: 13,271 shares; 2025Q3: 12,443 shares; 2025Q4: 11,616 shares; 2026Q1: 14,054 shares 14,054 $1.53M 0.02% +2,438 Timeline ACWX 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: 19,973 shares; 2024Q4: 158,874 shares; 2025Q1: 20,130 shares; 2025Q2: 107,093 shares; 2025Q3: 25,198 shares; 2025Q4: 70,621 shares; 2026Q1: 22,256 shares 22,256 $1.52M 0.02% -48,365 Timeline