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: 732,199 shares; 2024Q4: 677,491 shares; 2025Q1: 720,213 shares; 2025Q2: 751,664 shares; 2025Q3: 792,599 shares; 2025Q4: 465,116 shares; 2026Q1: 453,179 shares 453,179 $295M 6.83% -11,937 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: 2,332,627 shares; 2024Q4: 2,733,366 shares; 2025Q1: 2,482,072 shares; 2025Q2: 2,865,448 shares; 2025Q3: 2,993,014 shares; 2025Q4: 981,399 shares; 2026Q1: 995,445 shares 995,445 $253M 5.86% +14,046 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: 1,666,658 shares; 2024Q4: 1,997,700 shares; 2025Q1: 2,031,263 shares; 2025Q2: 2,411,348 shares; 2025Q3: 2,460,746 shares; 2025Q4: 905,523 shares; 2026Q1: 993,050 shares 993,050 $173M 4.01% +87,527 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: 827,981 shares; 2024Q4: 1,136,446 shares; 2025Q1: 1,448,756 shares; 2025Q2: 1,618,560 shares; 2025Q3: 1,700,950 shares; 2025Q4: 455,725 shares; 2026Q1: 431,578 shares 431,578 $160M 3.7% -24,147 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: 439,700 shares; 2024Q4: 550,581 shares; 2025Q1: 438,402 shares; 2025Q2: 477,811 shares; 2025Q3: 572,969 shares; 2025Q4: 290,483 shares; 2026Q1: 240,803 shares 240,803 $157M 3.65% -49,680 Timeline IBTG 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: 77,455 shares; 2024Q4: 74,167 shares; 2025Q1: 4,581,588 shares; 2025Q2: 5,260,457 shares; 2025Q3: 4,993,207 shares; 2025Q4: 4,714,898 shares; 2026Q1: 4,548,891 shares 4,548,891 $104M 2.42% -166,007 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: 2,093,687 shares; 2024Q4: 1,905,573 shares; 2025Q1: 1,410,061 shares; 2025Q2: 1,516,681 shares; 2025Q3: 1,196,553 shares; 2025Q4: 1,002,293 shares; 2026Q1: 1,350,198 shares 1,350,198 $102M 2.35% +347,905 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049,980 shares; 2024Q4: 1,906,098 shares; 2025Q1: 1,932,813 shares; 2025Q2: 2,036,581 shares; 2025Q3: 1,970,832 shares; 2025Q4: 368,852 shares; 2026Q1: 348,439 shares 348,439 $100M 2.32% -20,413 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816,968 shares; 2024Q4: 798,933 shares; 2025Q1: 766,393 shares; 2025Q2: 703,159 shares; 2025Q3: 644,563 shares; 2025Q4: 646,897 shares; 2026Q1: 709,796 shares 709,796 $67.4M 1.56% +62,899 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: 1,824,059 shares; 2024Q4: 2,255,089 shares; 2025Q1: 2,180,635 shares; 2025Q2: 2,393,995 shares; 2025Q3: 2,413,888 shares; 2025Q4: 293,339 shares; 2026Q1: 290,004 shares 290,004 $60.4M 1.4% -3,335 Timeline IBTH 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: 46,756 shares; 2024Q4: 22,748 shares; 2025Q1: 645,451 shares; 2025Q2: 694,099 shares; 2025Q3: 1,132,878 shares; 2025Q4: 1,940,729 shares; 2026Q1: 2,637,447 shares 2,637,447 $59.2M 1.37% +696,718 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: 276,650 shares; 2024Q4: 1,270,599 shares; 2025Q1: 1,160,478 shares; 2025Q2: 1,394,139 shares; 2025Q3: 1,275,551 shares; 2025Q4: 182,449 shares; 2026Q1: 186,948 shares 186,948 $57.9M 1.34% +4,499 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: 480,344 shares; 2024Q4: 514,260 shares; 2025Q1: 397,416 shares; 2025Q2: 415,547 shares; 2025Q3: 399,390 shares; 2025Q4: 93,403 shares; 2026Q1: 95,398 shares 95,398 $54.6M 1.27% +1,995 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: 127,555 shares; 2024Q4: 1,460,569 shares; 2025Q1: 1,791,972 shares; 2025Q2: 1,843,712 shares; 2025Q3: 1,805,893 shares; 2025Q4: 84,815 shares; 2026Q1: 255,791 shares 255,791 $52M 1.21% +170,976 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,746 shares; 2024Q4: 363,462 shares; 2025Q1: 473,839 shares; 2025Q2: 582,634 shares; 2025Q3: 465,686 shares; 2025Q4: 253,161 shares; 2026Q1: 390,414 shares 390,414 $46.3M 1.07% +137,253 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: 198,075 shares; 2025Q1: 2,378,223 shares; 2025Q2: 2,432,504 shares; 2025Q3: 2,377,790 shares; 2025Q4: 279,906 shares; 2026Q1: 210,149 shares 210,149 $44.9M 1.04% -69,757 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: 129,715 shares; 2024Q4: 309,281 shares; 2025Q1: 353,272 shares; 2025Q2: 205,741 shares; 2025Q3: 460,009 shares; 2025Q4: 203,377 shares; 2026Q1: 125,680 shares 125,680 $42.5M 0.98% -77,697 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: 448,910 shares; 2024Q4: 437,116 shares; 2025Q1: 461,558 shares; 2025Q2: 415,503 shares; 2025Q3: 404,933 shares; 2025Q4: 587,432 shares; 2026Q1: 554,944 shares 554,944 $41.3M 0.96% -32,488 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: 36,083 shares; 2024Q4: 17,181 shares; 2025Q1: 8,469 shares; 2025Q2: 32,043 shares; 2025Q3: 80,587 shares; 2025Q4: 98,375 shares; 2026Q1: 90,885 shares 90,885 $40.6M 0.94% -7,490 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: 37,001 shares; 2024Q4: 37,337 shares; 2025Q1: 36,549 shares; 2025Q2: 30,356 shares; 2025Q3: 39,230 shares; 2025Q4: 121,207 shares; 2026Q1: 115,023 shares 115,023 $39.5M 0.92% -6,184 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: 314,031 shares; 2024Q4: 318,175 shares; 2025Q1: 554,899 shares; 2025Q2: 565,334 shares; 2025Q3: 663,416 shares; 2025Q4: 378,638 shares; 2026Q1: 334,581 shares 334,581 $37.9M 0.88% -44,057 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: 2,421,708 shares; 2024Q4: 2,931,793 shares; 2025Q1: 2,681,809 shares; 2025Q2: 2,664,658 shares; 2025Q3: 2,330,400 shares; 2025Q4: 413,767 shares; 2026Q1: 389,565 shares 389,565 $36.6M 0.85% -24,202 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,736 shares; 2024Q4: 209,714 shares; 2025Q1: 218,021 shares; 2025Q2: 267,939 shares; 2025Q3: 276,906 shares; 2025Q4: 186,229 shares; 2026Q1: 172,727 shares 172,727 $36.3M 0.84% -13,502 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,782 shares; 2024Q4: 96,587 shares; 2025Q1: 602,259 shares; 2025Q2: 536,951 shares; 2025Q3: 599,294 shares; 2025Q4: 347,564 shares; 2026Q1: 324,579 shares 324,579 $35.1M 0.81% -22,985 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: 181,901 shares; 2024Q4: 352,605 shares; 2025Q1: 380,359 shares; 2025Q2: 195,339 shares; 2025Q3: 166,206 shares; 2025Q4: 128,943 shares; 2026Q1: 127,743 shares 127,743 $34.6M 0.8% -1,200 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: 11,691 shares; 2024Q4: 12,452 shares; 2025Q1: 11,948 shares; 2025Q2: 36,723 shares; 2025Q3: 38,413 shares; 2025Q4: 37,445 shares; 2026Q1: 102,543 shares 102,543 $33.7M 0.78% +65,098 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: 1,217,063 shares; 2024Q4: 1,217,657 shares; 2025Q1: 1,128,715 shares; 2025Q2: 1,058,743 shares; 2025Q3: 1,059,087 shares; 2025Q4: 121,526 shares; 2026Q1: 117,277 shares 117,277 $33.6M 0.78% -4,249 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: 625,205 shares; 2024Q4: 531,718 shares; 2025Q1: 390,942 shares; 2025Q2: 525,937 shares; 2025Q3: 747,205 shares; 2025Q4: 142,282 shares; 2026Q1: 176,960 shares 176,960 $33M 0.77% +34,678 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: 721,355 shares; 2024Q4: 759,517 shares; 2025Q1: 1,152,105 shares; 2025Q2: 1,162,081 shares; 2025Q3: 829,728 shares; 2025Q4: 696,137 shares; 2026Q1: 676,605 shares 676,605 $33M 0.76% -19,532 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,461 shares; 2024Q4: 253,183 shares; 2025Q1: 253,641 shares; 2025Q2: 777,654 shares; 2025Q3: 795,782 shares; 2025Q4: 575,157 shares; 2026Q1: 543,470 shares 543,470 $33M 0.76% -31,687 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,120 shares; 2025Q1: 8,341 shares; 2025Q2: 10,441 shares; 2025Q3: 486,796 shares; 2025Q4: 504,556 shares; 2026Q1: 494,278 shares 494,278 $31.5M 0.73% -10,278 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908,841 shares; 2024Q4: 1,864,372 shares; 2025Q1: 1,842,049 shares; 2025Q2: 1,793,896 shares; 2025Q3: 1,789,994 shares; 2025Q4: 281,564 shares; 2026Q1: 582,929 shares 582,929 $30.6M 0.71% +301,365 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: 140,577 shares; 2024Q4: 121,773 shares; 2025Q1: 134,727 shares; 2025Q2: 146,118 shares; 2025Q3: 157,409 shares; 2025Q4: 77,140 shares; 2026Q1: 79,492 shares 79,492 $29.6M 0.68% +2,352 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: 309,030 shares; 2024Q4: 335,711 shares; 2025Q1: 362,863 shares; 2025Q2: 372,848 shares; 2025Q3: 388,251 shares; 2025Q4: 230,632 shares; 2026Q1: 213,244 shares 213,244 $27.5M 0.64% -17,388 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: 69,898 shares; 2024Q4: 70,307 shares; 2025Q1: 68,676 shares; 2025Q2: 78,488 shares; 2025Q3: 75,202 shares; 2025Q4: 28,671 shares; 2026Q1: 75,157 shares 75,157 $26.8M 0.62% +46,486 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: 780,264 shares; 2024Q4: 774,997 shares; 2025Q1: 814,577 shares; 2025Q2: 879,419 shares; 2025Q3: 993,835 shares; 2025Q4: 236,519 shares; 2026Q1: 383,067 shares 383,067 $26.7M 0.62% +146,548 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: not reported; 2024Q4: 6,493 shares; 2025Q1: 10,359 shares; 2025Q2: 8,688 shares; 2025Q3: 5,935 shares; 2025Q4: 3,394 shares; 2026Q1: 267,109 shares 267,109 $26.5M 0.61% +263,715 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,327 shares; 2024Q4: 1,099,229 shares; 2025Q1: 870,995 shares; 2025Q2: 977,413 shares; 2025Q3: 940,501 shares; 2025Q4: 170,442 shares; 2026Q1: 491,205 shares 491,205 $26.1M 0.61% +320,763 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 7,351 shares; 2025Q1: 33,901 shares; 2025Q2: 69,103 shares; 2025Q3: 78,777 shares; 2025Q4: 84,637 shares; 2026Q1: 419,035 shares 419,035 $25.7M 0.6% +334,398 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 9,302 shares; 2025Q1: 13,143 shares; 2025Q2: 35,223 shares; 2025Q3: 48,912 shares; 2025Q4: 25,447 shares; 2026Q1: 29,663 shares 29,663 $25.7M 0.6% +4,216 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: 810,809 shares; 2024Q4: 849,987 shares; 2025Q1: 532,446 shares; 2025Q2: 633,623 shares; 2025Q3: 636,914 shares; 2025Q4: 81,982 shares; 2026Q1: 86,090 shares 86,090 $25.3M 0.59% +4,108 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,859 shares; 2024Q4: 54,308 shares; 2025Q1: 54,465 shares; 2025Q2: 71,425 shares; 2025Q3: 236,505 shares; 2025Q4: 136,024 shares; 2026Q1: 119,549 shares 119,549 $25.3M 0.59% -16,475 Timeline EZU 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: 217,019 shares; 2024Q4: 124,073 shares; 2025Q1: 504,169 shares; 2025Q2: 497,683 shares; 2025Q3: 190,706 shares; 2025Q4: 399,572 shares; 2026Q1: 387,476 shares 387,476 $24.3M 0.56% -12,096 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,274 shares; 2024Q4: 43,397 shares; 2025Q1: 36,914 shares; 2025Q2: 156,232 shares; 2025Q3: 120,270 shares; 2025Q4: 87,673 shares; 2026Q1: 116,282 shares 116,282 $24.1M 0.56% +28,609 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: 15,860 shares; 2024Q4: 15,131 shares; 2025Q1: 109,785 shares; 2025Q2: 429,323 shares; 2025Q3: 435,163 shares; 2025Q4: 431,100 shares; 2026Q1: 446,029 shares 446,029 $23.2M 0.54% +14,929 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: 38,146 shares; 2024Q4: 45,068 shares; 2025Q1: 43,900 shares; 2025Q2: 45,956 shares; 2025Q3: 51,593 shares; 2025Q4: 36,620 shares; 2026Q1: 53,181 shares 53,181 $23M 0.53% +16,561 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: 79,283 shares; 2024Q4: 831,898 shares; 2025Q1: 984,189 shares; 2025Q2: 756,968 shares; 2025Q3: 759,786 shares; 2025Q4: 20,692 shares; 2026Q1: 118,368 shares 118,368 $22.8M 0.53% +97,676 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 23,022 shares; 2025Q1: 21,670 shares; 2025Q2: 29,093 shares; 2025Q3: 28,604 shares; 2025Q4: not reported; 2026Q1: 813,606 shares 813,606 $22.7M 0.53% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 3,746 shares; 2025Q2: 5,126 shares; 2025Q3: 7,452 shares; 2025Q4: not reported; 2026Q1: 187,652 shares 187,652 $22.3M 0.52% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,132 shares; 2024Q4: 110,246 shares; 2025Q1: 107,948 shares; 2025Q2: 107,258 shares; 2025Q3: 106,679 shares; 2025Q4: 94,071 shares; 2026Q1: 79,047 shares 79,047 $22.2M 0.52% -15,024 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: 23,244 shares; 2024Q4: 26,308 shares; 2025Q1: 23,133 shares; 2025Q2: 44,942 shares; 2025Q3: 44,059 shares; 2025Q4: 11,388 shares; 2026Q1: 64,149 shares 64,149 $21.7M 0.5% +52,761 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: 1,146,717 shares; 2024Q4: 1,306,444 shares; 2025Q1: 1,370,911 shares; 2025Q2: 1,285,818 shares; 2025Q3: 1,265,159 shares; 2025Q4: 222,978 shares; 2026Q1: 226,426 shares 226,426 $21.6M 0.5% +3,448 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: 12,248 shares; 2024Q4: 29,348 shares; 2025Q1: 18,671 shares; 2025Q2: 17,716 shares; 2025Q3: 17,583 shares; 2025Q4: 43,164 shares; 2026Q1: 205,286 shares 205,286 $21.5M 0.5% +162,122 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: 486,144 shares; 2024Q4: 580,467 shares; 2025Q1: 577,804 shares; 2025Q2: 192,054 shares; 2025Q3: 195,284 shares; 2025Q4: 144,828 shares; 2026Q1: 161,382 shares 161,382 $20.4M 0.47% +16,554 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: 346,248 shares; 2024Q4: 299,685 shares; 2025Q1: 282,689 shares; 2025Q2: 461,538 shares; 2025Q3: 461,199 shares; 2025Q4: 246,663 shares; 2026Q1: 243,150 shares 243,150 $20.1M 0.47% -3,513 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: 22,728 shares; 2024Q4: 159,616 shares; 2025Q1: 165,945 shares; 2025Q2: 166,566 shares; 2025Q3: 114,156 shares; 2025Q4: 101,138 shares; 2026Q1: 85,888 shares 85,888 $19.8M 0.46% -15,250 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,276 shares; 2024Q4: 197,213 shares; 2025Q1: 204,515 shares; 2025Q2: 205,887 shares; 2025Q3: 262,363 shares; 2025Q4: 48,191 shares; 2026Q1: 270,972 shares 270,972 $19.5M 0.45% +222,781 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 11,956 shares; 2025Q2: 18,662 shares; 2025Q3: 16,774 shares; 2025Q4: 421 shares; 2026Q1: 13,778 shares 13,778 $19M 0.44% +13,357 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: 5,196 shares; 2024Q4: 5,104 shares; 2025Q1: 5,202 shares; 2025Q2: 76,775 shares; 2025Q3: 76,215 shares; 2025Q4: 71,265 shares; 2026Q1: 60,071 shares 60,071 $18.3M 0.42% -11,194 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: 432,129 shares; 2024Q4: 461,328 shares; 2025Q1: 433,452 shares; 2025Q2: 335,441 shares; 2025Q3: 319,933 shares; 2025Q4: 37,138 shares; 2026Q1: 37,960 shares 37,960 $18.2M 0.42% +822 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: 825,144 shares; 2024Q4: 861,760 shares; 2025Q1: 941,235 shares; 2025Q2: 920,920 shares; 2025Q3: 916,955 shares; 2025Q4: 41,442 shares; 2026Q1: 83,955 shares 83,955 $17.9M 0.42% +42,513 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: 603,602 shares; 2024Q4: 658,319 shares; 2025Q1: 679,451 shares; 2025Q2: 541,542 shares; 2025Q3: 599,496 shares; 2025Q4: 211,826 shares; 2026Q1: 262,788 shares 262,788 $17.7M 0.41% +50,962 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: 33,148 shares; 2024Q4: 239,370 shares; 2025Q1: 234,805 shares; 2025Q2: 231,181 shares; 2025Q3: 231,444 shares; 2025Q4: 18,387 shares; 2026Q1: 19,771 shares 19,771 $17.7M 0.41% +1,384 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,847 shares; 2025Q2: 17,365 shares; 2025Q3: 52,634 shares; 2025Q4: 79,493 shares; 2026Q1: 168,427 shares 168,427 $17.4M 0.4% +88,934 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: 6,036 shares; 2024Q4: 5,936 shares; 2025Q1: 5,785 shares; 2025Q2: 6,791 shares; 2025Q3: not reported; 2025Q4: 8,847 shares; 2026Q1: 169,087 shares 169,087 $17.3M 0.4% +160,240 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,111 shares; 2025Q1: 2,024 shares; 2025Q2: 1,513 shares; 2025Q3: 1,600 shares; 2025Q4: 1,615 shares; 2026Q1: 97,392 shares 97,392 $17.1M 0.4% +95,777 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,505 shares; 2024Q4: 154,852 shares; 2025Q1: 155,725 shares; 2025Q2: 36,954 shares; 2025Q3: 33,093 shares; 2025Q4: 181,063 shares; 2026Q1: 196,918 shares 196,918 $16.8M 0.39% +15,855 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: 84,820 shares; 2024Q4: 124,330 shares; 2025Q1: 124,060 shares; 2025Q2: 126,944 shares; 2025Q3: 120,635 shares; 2025Q4: 91,325 shares; 2026Q1: 85,750 shares 85,750 $16.6M 0.39% -5,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,218 shares; 2025Q3: 107,042 shares; 2025Q4: not reported; 2026Q1: 80,600 shares 80,600 $15.9M 0.37% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,992 shares; 2024Q4: 51,605 shares; 2025Q1: 48,965 shares; 2025Q2: 48,502 shares; 2025Q3: 48,194 shares; 2025Q4: 42,354 shares; 2026Q1: 35,732 shares 35,732 $15.9M 0.37% -6,622 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: 11,583 shares; 2024Q4: 13,742 shares; 2025Q1: 170,777 shares; 2025Q2: 173,987 shares; 2025Q3: 118,375 shares; 2025Q4: 89,471 shares; 2026Q1: 75,731 shares 75,731 $15.8M 0.37% -13,740 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: 61,044 shares; 2024Q4: 570,904 shares; 2025Q1: 282,921 shares; 2025Q2: 439,304 shares; 2025Q3: 493,972 shares; 2025Q4: 206,016 shares; 2026Q1: 212,442 shares 212,442 $15.3M 0.35% +6,426 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: 90,237 shares; 2024Q4: 74,893 shares; 2025Q1: 68,296 shares; 2025Q2: 114,283 shares; 2025Q3: 119,724 shares; 2025Q4: 28,835 shares; 2026Q1: 30,261 shares 30,261 $15.1M 0.35% +1,426 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: 8,531 shares; 2024Q4: 9,007 shares; 2025Q1: 9,087 shares; 2025Q2: 46,222 shares; 2025Q3: 135,330 shares; 2025Q4: 132,629 shares; 2026Q1: 50,803 shares 50,803 $14.8M 0.34% -81,826 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: 99,012 shares; 2024Q4: 106,065 shares; 2025Q1: 150,615 shares; 2025Q2: 177,336 shares; 2025Q3: 168,014 shares; 2025Q4: 100,770 shares; 2026Q1: 101,162 shares 101,162 $14.8M 0.34% +392 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,184 shares; 2024Q4: 58,440 shares; 2025Q1: 58,082 shares; 2025Q2: 89,219 shares; 2025Q3: 107,854 shares; 2025Q4: 143,479 shares; 2026Q1: 134,085 shares 134,085 $14.8M 0.34% -9,394 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: 113,672 shares; 2024Q4: 178,826 shares; 2025Q1: 172,035 shares; 2025Q2: 171,954 shares; 2025Q3: 169,872 shares; 2025Q4: 166,711 shares; 2026Q1: 166,332 shares 166,332 $14M 0.33% -379 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: 867,507 shares; 2024Q4: 925,075 shares; 2025Q1: 843,652 shares; 2025Q2: 837,031 shares; 2025Q3: 831,644 shares; 2025Q4: 68,017 shares; 2026Q1: 112,450 shares 112,450 $14M 0.32% +44,433 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: 264,056 shares; 2024Q4: 264,414 shares; 2025Q1: 266,764 shares; 2025Q2: 317,653 shares; 2025Q3: 293,966 shares; 2025Q4: 153,029 shares; 2026Q1: 149,515 shares 149,515 $13.9M 0.32% -3,514 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,618 shares; 2025Q1: 1,672 shares; 2025Q2: 1,082 shares; 2025Q3: 945 shares; 2025Q4: 6,785 shares; 2026Q1: 98,866 shares 98,866 $13.9M 0.32% +92,081 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: 835,427 shares; 2024Q4: 1,017,618 shares; 2025Q1: 871,206 shares; 2025Q2: 793,508 shares; 2025Q3: 179,028 shares; 2025Q4: 91,285 shares; 2026Q1: 93,681 shares 93,681 $13.8M 0.32% +2,396 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: 431,697 shares; 2024Q4: 444,679 shares; 2025Q1: 415,247 shares; 2025Q2: 502,160 shares; 2025Q3: 506,317 shares; 2025Q4: 87,809 shares; 2026Q1: 79,768 shares 79,768 $13.5M 0.31% -8,041 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,245 shares; 2024Q4: 286,083 shares; 2025Q1: 252,713 shares; 2025Q2: 261,228 shares; 2025Q3: 279,731 shares; 2025Q4: 142,076 shares; 2026Q1: 189,290 shares 189,290 $13.4M 0.31% +47,214 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: 488,044 shares; 2024Q4: 527,018 shares; 2025Q1: 653,156 shares; 2025Q2: 721,746 shares; 2025Q3: 741,586 shares; 2025Q4: 67,326 shares; 2026Q1: 39,134 shares 39,134 $13.4M 0.31% -28,192 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,232 shares; 2024Q4: 47,747 shares; 2025Q1: 17,566 shares; 2025Q2: 16,059 shares; 2025Q3: 19,626 shares; 2025Q4: 12,263 shares; 2026Q1: 45,853 shares 45,853 $12.2M 0.28% +33,590 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,524 shares; 2025Q2: 4,323 shares; 2025Q3: 3,923 shares; 2025Q4: 544,131 shares; 2026Q1: 209,771 shares 209,771 $12.2M 0.28% -334,360 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,727 shares; 2024Q4: 188,502 shares; 2025Q1: 160,765 shares; 2025Q2: 161,627 shares; 2025Q3: 172,583 shares; 2025Q4: 147,660 shares; 2026Q1: 161,506 shares 161,506 $12.2M 0.28% +13,846 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: 169,566 shares; 2024Q4: 276,033 shares; 2025Q1: 286,142 shares; 2025Q2: 212,310 shares; 2025Q3: 227,402 shares; 2025Q4: 60,167 shares; 2026Q1: 58,520 shares 58,520 $12.1M 0.28% -1,647 Timeline EWC 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: 8,675 shares; 2024Q4: 8,400 shares; 2025Q1: not reported; 2025Q2: 351,027 shares; 2025Q3: 356,111 shares; 2025Q4: 222,072 shares; 2026Q1: 220,063 shares 220,063 $12.1M 0.28% -2,009 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,444 shares; 2025Q1: 3,513 shares; 2025Q2: 4,711 shares; 2025Q3: 4,112 shares; 2025Q4: 34,067 shares; 2026Q1: 38,343 shares 38,343 $12M 0.28% +4,276 Timeline TLH 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: 155,784 shares; 2024Q4: 101,727 shares; 2025Q1: 175,479 shares; 2025Q2: 109,910 shares; 2025Q3: 58,103 shares; 2025Q4: 98,891 shares; 2026Q1: 118,662 shares 118,662 $12M 0.28% +19,771 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,400 shares; 2024Q4: 70,288 shares; 2025Q1: 74,230 shares; 2025Q2: 74,629 shares; 2025Q3: 88,109 shares; 2025Q4: 76,111 shares; 2026Q1: 70,112 shares 70,112 $11.9M 0.27% -5,999 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: 98,962 shares; 2024Q4: 188,430 shares; 2025Q1: 121,110 shares; 2025Q2: 155,955 shares; 2025Q3: 102,377 shares; 2025Q4: 58,014 shares; 2026Q1: 58,062 shares 58,062 $11.5M 0.27% +48 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: 1,683,408 shares; 2024Q4: 2,207,836 shares; 2025Q1: 1,529,924 shares; 2025Q2: 2,447,023 shares; 2025Q3: 1,964,991 shares; 2025Q4: 1,348,757 shares; 2026Q1: 227,000 shares 227,000 $11.5M 0.27% -1,121,757 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,017 shares; 2024Q4: 70,092 shares; 2025Q1: 106,586 shares; 2025Q2: 108,422 shares; 2025Q3: 178,237 shares; 2025Q4: 156,937 shares; 2026Q1: 122,087 shares 122,087 $11.5M 0.27% -34,850 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: 111,838 shares; 2024Q4: 110,382 shares; 2025Q1: 112,118 shares; 2025Q2: 417,263 shares; 2025Q3: 460,569 shares; 2025Q4: 106,257 shares; 2026Q1: 111,707 shares 111,707 $11.1M 0.26% +5,450 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,053 shares; 2024Q4: 322,692 shares; 2025Q1: 345,709 shares; 2025Q2: 382,957 shares; 2025Q3: 463,701 shares; 2025Q4: 237,672 shares; 2026Q1: 232,739 shares 232,739 $10.5M 0.24% -4,933 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,701 shares; 2024Q4: 189,399 shares; 2025Q1: 193,817 shares; 2025Q2: 317,166 shares; 2025Q3: 210,824 shares; 2025Q4: 145,420 shares; 2026Q1: 116,190 shares 116,190 $10.5M 0.24% -29,230 Timeline EWU 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: 249,058 shares; 2024Q4: not reported; 2025Q1: 407,760 shares; 2025Q2: 315,342 shares; 2025Q3: 232,878 shares; 2025Q4: 228,553 shares; 2026Q1: 227,413 shares 227,413 $10.4M 0.24% -1,140 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,041 shares; 2024Q4: 179,458 shares; 2025Q1: 61,392 shares; 2025Q2: 113,572 shares; 2025Q3: 142,224 shares; 2025Q4: 120,334 shares; 2026Q1: 49,395 shares 49,395 $10.3M 0.24% -70,939 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,238 shares; 2025Q1: 2,119 shares; 2025Q2: 4,206 shares; 2025Q3: 5,523 shares; 2025Q4: 1,786 shares; 2026Q1: 2,416 shares 2,416 $10.2M 0.24% +630 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: 49,510 shares; 2024Q4: 65,726 shares; 2025Q1: 58,384 shares; 2025Q2: 61,119 shares; 2025Q3: 61,748 shares; 2025Q4: 17,863 shares; 2026Q1: 17,319 shares 17,319 $10M 0.23% -544 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: 165,467 shares; 2025Q2: 170,870 shares; 2025Q3: 171,071 shares; 2025Q4: 177,583 shares; 2026Q1: 188,349 shares 188,349 $9.76M 0.23% +10,766 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: 34,272 shares; 2024Q4: 35,058 shares; 2025Q1: 37,076 shares; 2025Q2: 59,753 shares; 2025Q3: 93,439 shares; 2025Q4: 69,043 shares; 2026Q1: 93,766 shares 93,766 $9.22M 0.21% +24,723 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: not reported; 2024Q4: not reported; 2025Q1: 125,924 shares; 2025Q2: 135,366 shares; 2025Q3: 64,727 shares; 2025Q4: not reported; 2026Q1: 159,937 shares 159,937 $8.42M 0.2% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,325 shares; 2024Q4: 194,205 shares; 2025Q1: 161,287 shares; 2025Q2: 211,133 shares; 2025Q3: 201,182 shares; 2025Q4: not reported; 2026Q1: 125,570 shares 125,570 $8.41M 0.2% new 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: 18,348 shares; 2024Q4: 19,147 shares; 2025Q1: 19,093 shares; 2025Q2: 44,804 shares; 2025Q3: 48,201 shares; 2025Q4: 88,704 shares; 2026Q1: 87,409 shares 87,409 $8.4M 0.19% -1,295 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: 221,054 shares; 2024Q4: 1,340,134 shares; 2025Q1: 1,507,906 shares; 2025Q2: 1,303,880 shares; 2025Q3: 367,253 shares; 2025Q4: 41,902 shares; 2026Q1: 66,758 shares 66,758 $8.03M 0.19% +24,856 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: 183,994 shares; 2024Q4: 457,070 shares; 2025Q1: 447,332 shares; 2025Q2: 291,132 shares; 2025Q3: 317,617 shares; 2025Q4: 56,999 shares; 2026Q1: 67,254 shares 67,254 $7.98M 0.18% +10,255 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: 240,682 shares; 2024Q4: 240,060 shares; 2025Q1: 239,375 shares; 2025Q2: 252,610 shares; 2025Q3: 227,304 shares; 2025Q4: 46,436 shares; 2026Q1: 48,358 shares 48,358 $7.96M 0.18% +1,922 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: 453,126 shares; 2024Q4: 495,843 shares; 2025Q1: 319,480 shares; 2025Q2: 305,078 shares; 2025Q3: 249,449 shares; 2025Q4: 26,288 shares; 2026Q1: 26,069 shares 26,069 $7.89M 0.18% -219 Timeline IFRA 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: 135,847 shares 135,847 $7.77M 0.18% new 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: 597,421 shares; 2024Q4: 654,602 shares; 2025Q1: 620,160 shares; 2025Q2: 534,657 shares; 2025Q3: 533,768 shares; 2025Q4: 26,402 shares; 2026Q1: 25,459 shares 25,459 $7.69M 0.18% -943 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: 269,112 shares; 2024Q4: 260,856 shares; 2025Q1: 259,657 shares; 2025Q2: 300,243 shares; 2025Q3: 261,583 shares; 2025Q4: 67,364 shares; 2026Q1: 96,473 shares 96,473 $7.68M 0.18% +29,109 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: 427,843 shares; 2024Q4: 447,991 shares; 2025Q1: 460,924 shares; 2025Q2: 447,215 shares; 2025Q3: 246,055 shares; 2025Q4: 30,622 shares; 2026Q1: 29,332 shares 29,332 $7.17M 0.17% -1,290 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: 26,478 shares; 2024Q4: 26,031 shares; 2025Q1: 142,400 shares; 2025Q2: 442,463 shares; 2025Q3: 340,512 shares; 2025Q4: 253,096 shares; 2026Q1: 168,360 shares 168,360 $7.17M 0.17% -84,736 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: 68,571 shares; 2024Q4: 47,258 shares; 2025Q1: 71,628 shares; 2025Q2: 36,744 shares; 2025Q3: 74,395 shares; 2025Q4: 45,010 shares; 2026Q1: 47,269 shares 47,269 $7.16M 0.17% +2,259 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: 77,397 shares; 2024Q4: 77,557 shares; 2025Q1: 78,577 shares; 2025Q2: 80,175 shares; 2025Q3: 83,598 shares; 2025Q4: 75,296 shares; 2026Q1: 73,876 shares 73,876 $6.9M 0.16% -1,420 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,601 shares; 2024Q4: 307,265 shares; 2025Q1: 307,607 shares; 2025Q2: 343,419 shares; 2025Q3: 352,563 shares; 2025Q4: 218,943 shares; 2026Q1: 221,059 shares 221,059 $6.8M 0.16% +2,116 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,738 shares; 2025Q1: 39,925 shares; 2025Q2: not reported; 2025Q3: 40,249 shares; 2025Q4: 70,276 shares; 2026Q1: 74,265 shares 74,265 $6.8M 0.16% +3,989 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: 59,776 shares; 2024Q4: 76,001 shares; 2025Q1: 102,654 shares; 2025Q2: 121,851 shares; 2025Q3: 139,211 shares; 2025Q4: 9,258 shares; 2026Q1: 51,222 shares 51,222 $6.76M 0.16% +41,964 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: 394,176 shares; 2024Q4: 424,258 shares; 2025Q1: 57,170 shares; 2025Q2: 363,471 shares; 2025Q3: 346,528 shares; 2025Q4: 29,280 shares; 2026Q1: 19,978 shares 19,978 $6.36M 0.15% -9,302 Timeline EPP 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: 54,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,581 shares; 2025Q3: 127,146 shares; 2025Q4: not reported; 2026Q1: 116,515 shares 116,515 $6.19M 0.14% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,559 shares; 2024Q4: 62,050 shares; 2025Q1: 60,468 shares; 2025Q2: 62,098 shares; 2025Q3: 62,579 shares; 2025Q4: 16,265 shares; 2026Q1: 16,225 shares 16,225 $5.8M 0.13% -40 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,472 shares; 2024Q4: 102,463 shares; 2025Q1: 71,640 shares; 2025Q2: 134,792 shares; 2025Q3: 129,434 shares; 2025Q4: 123,091 shares; 2026Q1: 71,037 shares 71,037 $5.65M 0.13% -52,054 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,022 shares; 2024Q4: 401,324 shares; 2025Q1: 244,998 shares; 2025Q2: 34,298 shares; 2025Q3: 105,155 shares; 2025Q4: 107,967 shares; 2026Q1: 111,884 shares 111,884 $5.55M 0.13% +3,917 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: 10,452 shares; 2024Q4: 20,667 shares; 2025Q1: 41,050 shares; 2025Q2: 45,641 shares; 2025Q3: 54,586 shares; 2025Q4: 39,055 shares; 2026Q1: 34,621 shares 34,621 $5.55M 0.13% -4,434 Timeline IGOV 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: 126,832 shares; 2025Q2: 524,161 shares; 2025Q3: 436,593 shares; 2025Q4: 268,837 shares; 2026Q1: 134,340 shares 134,340 $5.52M 0.13% -134,497 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: 45,039 shares; 2024Q4: 476,615 shares; 2025Q1: 631,342 shares; 2025Q2: 710,807 shares; 2025Q3: 717,840 shares; 2025Q4: 11,432 shares; 2026Q1: 11,147 shares 11,147 $5.48M 0.13% -285 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: 86,298 shares; 2024Q4: 84,946 shares; 2025Q1: 80,411 shares; 2025Q2: 89,690 shares; 2025Q3: 459,617 shares; 2025Q4: 93,084 shares; 2026Q1: 27,007 shares 27,007 $5.36M 0.12% -66,077 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: 46,132 shares; 2024Q4: 45,130 shares; 2025Q1: 47,584 shares; 2025Q2: 66,715 shares; 2025Q3: 71,907 shares; 2025Q4: 8,339 shares; 2026Q1: 5,801 shares 5,801 $5.34M 0.12% -2,538 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,997 shares; 2024Q4: 70,155 shares; 2025Q1: 29,784 shares; 2025Q2: 98,860 shares; 2025Q3: 140,841 shares; 2025Q4: 129,994 shares; 2026Q1: 60,013 shares 60,013 $5.19M 0.12% -69,981 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: 17,292 shares; 2024Q4: 19,668 shares; 2025Q1: 25,096 shares; 2025Q2: 69,228 shares; 2025Q3: 64,473 shares; 2025Q4: 28,181 shares; 2026Q1: 31,095 shares 31,095 $5.1M 0.12% +2,914 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,503 shares; 2024Q4: 64,541 shares; 2025Q1: 62,023 shares; 2025Q2: 55,686 shares; 2025Q3: 60,176 shares; 2025Q4: 20,493 shares; 2026Q1: 20,572 shares 20,572 $5.02M 0.12% +79 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: 100,970 shares; 2024Q4: 103,968 shares; 2025Q1: 102,913 shares; 2025Q2: 105,660 shares; 2025Q3: 95,341 shares; 2025Q4: 73,162 shares; 2026Q1: 72,676 shares 72,676 $4.8M 0.11% -486 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,292 shares; 2025Q1: 1,281 shares; 2025Q2: 1,360 shares; 2025Q3: 1,375 shares; 2025Q4: 12,647 shares; 2026Q1: 13,270 shares 13,270 $4.76M 0.11% +623 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: 115,355 shares; 2024Q4: 116,455 shares; 2025Q1: 119,872 shares; 2025Q2: 120,929 shares; 2025Q3: 153,437 shares; 2025Q4: 12,049 shares; 2026Q1: 11,895 shares 11,895 $4.66M 0.11% -154 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: 101,656 shares; 2024Q4: 96,930 shares; 2025Q1: 97,840 shares; 2025Q2: 102,195 shares; 2025Q3: 106,002 shares; 2025Q4: 18,815 shares; 2026Q1: 19,093 shares 19,093 $4.63M 0.11% +278 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: 151,592 shares; 2024Q4: 154,837 shares; 2025Q1: 182,836 shares; 2025Q2: 827,352 shares; 2025Q3: 857,288 shares; 2025Q4: 30,331 shares; 2026Q1: 29,336 shares 29,336 $4.56M 0.11% -995 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,130 shares; 2024Q4: 7,688 shares; 2025Q1: 6,576 shares; 2025Q2: 6,453 shares; 2025Q3: 7,059 shares; 2025Q4: 52,438 shares; 2026Q1: 51,273 shares 51,273 $4.53M 0.11% -1,165 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 21,347 shares; 2025Q1: 18,266 shares; 2025Q2: 19,244 shares; 2025Q3: 81,633 shares; 2025Q4: 61,232 shares; 2026Q1: 96,381 shares 96,381 $4.52M 0.1% +35,149 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: 13,178 shares; 2024Q4: 12,597 shares; 2025Q1: 18,348 shares; 2025Q2: 179,029 shares; 2025Q3: 162,208 shares; 2025Q4: 68,981 shares; 2026Q1: 16,163 shares 16,163 $4.51M 0.1% -52,818 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: not reported; 2024Q4: not reported; 2025Q1: 13,253 shares; 2025Q2: 29,956 shares; 2025Q3: 68,859 shares; 2025Q4: 63,117 shares; 2026Q1: 92,010 shares 92,010 $4.5M 0.1% +28,893 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,466 shares; 2025Q2: 129,855 shares; 2025Q3: 129,768 shares; 2025Q4: 131,358 shares; 2026Q1: 131,358 shares 131,358 $4.47M 0.1% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,209 shares; 2025Q4: not reported; 2026Q1: 170,000 shares 170,000 $4.39M 0.1% new 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: 848,937 shares; 2025Q1: 866,229 shares; 2025Q2: 1,176,103 shares; 2025Q3: 838,641 shares; 2025Q4: 169,040 shares; 2026Q1: 35,293 shares 35,293 $4.33M 0.1% -133,747 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: 31,783 shares; 2024Q4: 28,275 shares; 2025Q1: 15,432 shares; 2025Q2: 31,619 shares; 2025Q3: 20,879 shares; 2025Q4: 48,964 shares; 2026Q1: 52,458 shares 52,458 $4.29M 0.1% +3,494 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,128 shares; 2025Q1: 22,976 shares; 2025Q2: 25,092 shares; 2025Q3: 26,508 shares; 2025Q4: 16,765 shares; 2026Q1: 50,116 shares 50,116 $4.25M 0.1% +33,351 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,996 shares; 2024Q4: 199,743 shares; 2025Q1: 204,023 shares; 2025Q2: 197,279 shares; 2025Q3: 232,919 shares; 2025Q4: 95,265 shares; 2026Q1: 58,734 shares 58,734 $4.25M 0.1% -36,531 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 19,970 shares; 2025Q1: 30,233 shares; 2025Q2: 44,594 shares; 2025Q3: 34,581 shares; 2025Q4: 37,494 shares; 2026Q1: 57,737 shares 57,737 $4.14M 0.1% +20,243 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: 19,513 shares; 2024Q4: 20,307 shares; 2025Q1: 35,066 shares; 2025Q2: 74,674 shares; 2025Q3: 232,114 shares; 2025Q4: 230,570 shares; 2026Q1: 63,400 shares 63,400 $3.98M 0.09% -167,170 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,623 shares; 2025Q2: 6,449 shares; 2025Q3: 5,495 shares; 2025Q4: 19,300 shares; 2026Q1: 20,174 shares 20,174 $3.94M 0.09% +874 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: 85,816 shares; 2024Q4: 88,209 shares; 2025Q1: 97,495 shares; 2025Q2: 86,028 shares; 2025Q3: 88,975 shares; 2025Q4: 3,983 shares; 2026Q1: 22,735 shares 22,735 $3.92M 0.09% +18,752 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,334 shares; 2024Q4: 22,376 shares; 2025Q1: 23,468 shares; 2025Q2: 50,595 shares; 2025Q3: 53,413 shares; 2025Q4: 32,357 shares; 2026Q1: 29,494 shares 29,494 $3.86M 0.09% -2,863 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 3,898 shares; 2025Q1: 14,216 shares; 2025Q2: 18,321 shares; 2025Q3: 22,949 shares; 2025Q4: 21,133 shares; 2026Q1: 20,940 shares 20,940 $3.84M 0.09% -193 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,945 shares; 2024Q4: 149,387 shares; 2025Q1: 141,913 shares; 2025Q2: 142,129 shares; 2025Q3: 136,931 shares; 2025Q4: 113,844 shares; 2026Q1: 108,977 shares 108,977 $3.83M 0.09% -4,867 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,805 shares; 2025Q1: 8,971 shares; 2025Q2: 8,729 shares; 2025Q3: 43,713 shares; 2025Q4: 39,740 shares; 2026Q1: 40,099 shares 40,099 $3.74M 0.09% +359 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,126 shares; 2024Q4: 193,845 shares; 2025Q1: 176,819 shares; 2025Q2: 182,269 shares; 2025Q3: 199,654 shares; 2025Q4: 113,080 shares; 2026Q1: 322,726 shares 322,726 $3.72M 0.09% +209,646 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: 21,690 shares; 2024Q4: 21,361 shares; 2025Q1: 21,026 shares; 2025Q2: 40,207 shares; 2025Q3: 42,608 shares; 2025Q4: 3,784 shares; 2026Q1: 3,716 shares 3,716 $3.7M 0.09% -68 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,362 shares; 2024Q4: 134,667 shares; 2025Q1: 146,882 shares; 2025Q2: 91,910 shares; 2025Q3: 91,259 shares; 2025Q4: 61,194 shares; 2026Q1: 51,755 shares 51,755 $3.69M 0.09% -9,439 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,331 shares; 2024Q4: 200,154 shares; 2025Q1: 46,802 shares; 2025Q2: 12,909 shares; 2025Q3: 11,411 shares; 2025Q4: not reported; 2026Q1: 38,218 shares 38,218 $3.69M 0.09% new 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: 240,745 shares; 2024Q4: 101,453 shares; 2025Q1: 195,921 shares; 2025Q2: not reported; 2025Q3: 108,965 shares; 2025Q4: 119,017 shares; 2026Q1: 42,170 shares 42,170 $3.66M 0.08% -76,847 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,450 shares; 2025Q4: 64,008 shares; 2026Q1: 68,186 shares 68,186 $3.58M 0.08% +4,178 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: 217,207 shares; 2024Q4: 226,731 shares; 2025Q1: 225,795 shares; 2025Q2: 178,869 shares; 2025Q3: 186,710 shares; 2025Q4: 24,945 shares; 2026Q1: 24,421 shares 24,421 $3.53M 0.08% -524 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 31,420 shares; 2025Q1: 31,349 shares; 2025Q2: 33,552 shares; 2025Q3: 35,459 shares; 2025Q4: 32,922 shares; 2026Q1: 33,780 shares 33,780 $3.4M 0.08% +858 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: 16,979 shares; 2024Q4: 17,117 shares; 2025Q1: 19,412 shares; 2025Q2: 21,723 shares; 2025Q3: 23,102 shares; 2025Q4: 64,222 shares; 2026Q1: 64,322 shares 64,322 $3.39M 0.08% +100 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: 1,537 shares; 2025Q1: 19,770 shares; 2025Q2: 19,774 shares; 2025Q3: 17,839 shares; 2025Q4: 17,673 shares; 2026Q1: 16,813 shares 16,813 $3.39M 0.08% -860 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,555 shares; 2024Q4: 376,617 shares; 2025Q1: 363,550 shares; 2025Q2: 357,979 shares; 2025Q3: 265,981 shares; 2025Q4: 236,310 shares; 2026Q1: 66,284 shares 66,284 $3.36M 0.08% -170,026 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,588 shares; 2025Q1: 2,673 shares; 2025Q2: 2,703 shares; 2025Q3: 2,716 shares; 2025Q4: 12,803 shares; 2026Q1: 16,875 shares 16,875 $3.33M 0.08% +4,072 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: 155,761 shares; 2024Q4: 172,542 shares; 2025Q1: 146,506 shares; 2025Q2: 176,805 shares; 2025Q3: 179,827 shares; 2025Q4: 5,397 shares; 2026Q1: 5,420 shares 5,420 $3.24M 0.08% +23 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,705 shares; 2025Q1: 12,825 shares; 2025Q2: 15,621 shares; 2025Q3: 26,778 shares; 2025Q4: not reported; 2026Q1: 43,919 shares 43,919 $3.18M 0.07% new 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: 2,726 shares; 2024Q4: 2,266 shares; 2025Q1: 3,924 shares; 2025Q2: 3,848 shares; 2025Q3: 23,017 shares; 2025Q4: 21,091 shares; 2026Q1: 21,080 shares 21,080 $3.18M 0.07% -11 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 10,816 shares; 2025Q1: 10,884 shares; 2025Q2: 12,245 shares; 2025Q3: 56,837 shares; 2025Q4: not reported; 2026Q1: 40,194 shares 40,194 $3.1M 0.07% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,233 shares; 2024Q4: 383,905 shares; 2025Q1: 34,928 shares; 2025Q2: 9,379 shares; 2025Q3: 2,341 shares; 2025Q4: 18,321 shares; 2026Q1: 20,641 shares 20,641 $3.1M 0.07% +2,320 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: 868,053 shares; 2024Q4: 1,105,549 shares; 2025Q1: 1,497,132 shares; 2025Q2: 1,478,889 shares; 2025Q3: 1,491,417 shares; 2025Q4: 26,931 shares; 2026Q1: 19,532 shares 19,532 $3.07M 0.07% -7,399 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT 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: 400,024 shares; 2025Q4: 360,000 shares; 2026Q1: 320,000 shares 320,000 $3.04M 0.07% -40,000 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: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 6,827 shares; 2025Q3: 33,426 shares; 2025Q4: 7,683 shares; 2026Q1: 7,550 shares 7,550 $3.01M 0.07% -133 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: 1,154,755 shares; 2024Q4: 1,265,586 shares; 2025Q1: 1,207,724 shares; 2025Q2: 1,172,633 shares; 2025Q3: 1,179,050 shares; 2025Q4: 19,317 shares; 2026Q1: 18,124 shares 18,124 $3M 0.07% -1,193 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 20,617 shares; 2025Q2: 6,497 shares; 2025Q3: 35,055 shares; 2025Q4: 32,412 shares; 2026Q1: 31,820 shares 31,820 $2.99M 0.07% -592 Timeline FHLC 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: 99,132 shares; 2024Q4: 84,321 shares; 2025Q1: 99,781 shares; 2025Q2: 137,665 shares; 2025Q3: 70,128 shares; 2025Q4: 113,720 shares; 2026Q1: 42,429 shares 42,429 $2.99M 0.07% -71,291 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,016 shares; 2026Q1: 22,016 shares 22,016 $2.98M 0.07% 0 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: 177,495 shares; 2024Q4: 177,761 shares; 2025Q1: 343,585 shares; 2025Q2: 334,225 shares; 2025Q3: 347,334 shares; 2025Q4: 194,217 shares; 2026Q1: 30,896 shares 30,896 $2.98M 0.07% -163,321 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: not reported; 2024Q4: 4,477 shares; 2025Q1: 4,322 shares; 2025Q2: 33,273 shares; 2025Q3: 31,059 shares; 2025Q4: 23,513 shares; 2026Q1: 22,925 shares 22,925 $2.98M 0.07% -588 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: 832,861 shares; 2024Q4: 901,632 shares; 2025Q1: 902,865 shares; 2025Q2: 877,260 shares; 2025Q3: 886,410 shares; 2025Q4: 8,660 shares; 2026Q1: 9,191 shares 9,191 $2.95M 0.07% +531 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: not reported; 2024Q4: 5,676 shares; 2025Q1: 20,597 shares; 2025Q2: 23,293 shares; 2025Q3: 31,576 shares; 2025Q4: 21,703 shares; 2026Q1: 23,211 shares 23,211 $2.93M 0.07% +1,508 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,999 shares; 2024Q4: 119,301 shares; 2025Q1: 29,413 shares; 2025Q2: 30,901 shares; 2025Q3: 20,506 shares; 2025Q4: 15,869 shares; 2026Q1: 9,045 shares 9,045 $2.9M 0.07% -6,824 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: 103,528 shares; 2024Q4: 102,375 shares; 2025Q1: 82,019 shares; 2025Q2: 196,919 shares; 2025Q3: 191,235 shares; 2025Q4: 26,391 shares; 2026Q1: 27,011 shares 27,011 $2.87M 0.07% +620 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: 60,108 shares; 2024Q4: 53,350 shares; 2025Q1: 54,845 shares; 2025Q2: 69,822 shares; 2025Q3: 76,484 shares; 2025Q4: 6,167 shares; 2026Q1: 6,646 shares 6,646 $2.86M 0.07% +479 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,759 shares; 2024Q4: 50,056 shares; 2025Q1: 49,238 shares; 2025Q2: 44,288 shares; 2025Q3: 34,499 shares; 2025Q4: 23,868 shares; 2026Q1: 23,804 shares 23,804 $2.84M 0.07% -64 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,942 shares; 2025Q2: 25,311 shares; 2025Q3: 25,857 shares; 2025Q4: 21,173 shares; 2026Q1: 18,925 shares 18,925 $2.84M 0.07% -2,248 Timeline FNCL 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: 190,572 shares; 2024Q4: 232,590 shares; 2025Q1: 89,487 shares; 2025Q2: 215,753 shares; 2025Q3: 205,354 shares; 2025Q4: 189,496 shares; 2026Q1: 40,160 shares 40,160 $2.82M 0.07% -149,336 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,450 shares; 2024Q4: 13,186 shares; 2025Q1: 12,833 shares; 2025Q2: 12,497 shares; 2025Q3: 4,123 shares; 2025Q4: not reported; 2026Q1: 10,303 shares 10,303 $2.81M 0.07% new 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: 31,803 shares; 2024Q4: 1,067,688 shares; 2025Q1: 1,174,713 shares; 2025Q2: 1,249,049 shares; 2025Q3: 1,296,857 shares; 2025Q4: 22,881 shares; 2026Q1: 24,822 shares 24,822 $2.77M 0.06% +1,941 Timeline IBMP 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: 43,591 shares; 2025Q2: 69,859 shares; 2025Q3: 105,078 shares; 2025Q4: 105,520 shares; 2026Q1: 104,250 shares 104,250 $2.65M 0.06% -1,270 Timeline IBMO 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: 43,124 shares; 2025Q2: 69,052 shares; 2025Q3: 104,008 shares; 2025Q4: 104,430 shares; 2026Q1: 103,175 shares 103,175 $2.64M 0.06% -1,255 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: 113,044 shares; 2024Q4: 55,505 shares; 2025Q1: 54,855 shares; 2025Q2: 71,939 shares; 2025Q3: 68,999 shares; 2025Q4: 3,779 shares; 2026Q1: 3,679 shares 3,679 $2.61M 0.06% -100 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534,142 shares; 2024Q4: 1,617,559 shares; 2025Q1: 1,919,829 shares; 2025Q2: 2,074,946 shares; 2025Q3: 2,085,460 shares; 2025Q4: 360,463 shares; 2026Q1: 147,985 shares 147,985 $2.6M 0.06% -212,478 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: 27,591 shares; 2024Q4: 27,973 shares; 2025Q1: 31,907 shares; 2025Q2: 37,246 shares; 2025Q3: 40,303 shares; 2025Q4: 11,481 shares; 2026Q1: 10,796 shares 10,796 $2.58M 0.06% -685 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,643 shares; 2024Q4: 38,162 shares; 2025Q1: 41,082 shares; 2025Q2: 41,295 shares; 2025Q3: 43,151 shares; 2025Q4: 42,765 shares; 2026Q1: 43,201 shares 43,201 $2.55M 0.06% +436 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,062 shares; 2024Q4: 12,097 shares; 2025Q1: 11,994 shares; 2025Q2: 14,061 shares; 2025Q3: 14,703 shares; 2025Q4: 10,672 shares; 2026Q1: 12,031 shares 12,031 $2.52M 0.06% +1,359 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,007 shares; 2024Q4: 134,433 shares; 2025Q1: 137,724 shares; 2025Q2: 133,850 shares; 2025Q3: 128,917 shares; 2025Q4: 108,757 shares; 2026Q1: 41,197 shares 41,197 $2.52M 0.06% -67,560 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: 645,086 shares; 2024Q4: 643,942 shares; 2025Q1: 635,881 shares; 2025Q2: 629,660 shares; 2025Q3: 623,541 shares; 2025Q4: 5,874 shares; 2026Q1: 5,857 shares 5,857 $2.5M 0.06% -17 Timeline FMAT 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: 55,852 shares; 2024Q4: 54,245 shares; 2025Q1: 21,175 shares; 2025Q2: 55,051 shares; 2025Q3: 52,601 shares; 2025Q4: 96,473 shares; 2026Q1: 42,057 shares 42,057 $2.42M 0.06% -54,416 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,827 shares; 2024Q4: 190,186 shares; 2025Q1: 196,490 shares; 2025Q2: 213,234 shares; 2025Q3: 136,044 shares; 2025Q4: 20,448 shares; 2026Q1: 20,066 shares 20,066 $2.37M 0.05% -382 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: 48,301 shares; 2024Q4: 56,075 shares; 2025Q1: 75,537 shares; 2025Q2: 91,248 shares; 2025Q3: 143,914 shares; 2025Q4: 40,982 shares; 2026Q1: 39,432 shares 39,432 $2.32M 0.05% -1,550 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,315 shares; 2025Q1: 30,385 shares; 2025Q2: 30,382 shares; 2025Q3: 28,762 shares; 2025Q4: 23,660 shares; 2026Q1: 23,040 shares 23,040 $2.31M 0.05% -620 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: 58,175 shares; 2024Q4: 61,689 shares; 2025Q1: 60,545 shares; 2025Q2: 101,679 shares; 2025Q3: 102,237 shares; 2025Q4: 6,775 shares; 2026Q1: 7,025 shares 7,025 $2.29M 0.05% +250 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,454 shares; 2024Q4: 20,894 shares; 2025Q1: 26,612 shares; 2025Q2: 25,669 shares; 2025Q3: 30,877 shares; 2025Q4: 11,699 shares; 2026Q1: 11,445 shares 11,445 $2.28M 0.05% -254 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,806 shares; 2026Q1: 24,214 shares 24,214 $2.28M 0.05% -592 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: 835,536 shares; 2024Q4: 917,707 shares; 2025Q1: 798,874 shares; 2025Q2: 814,673 shares; 2025Q3: 775,348 shares; 2025Q4: 12,042 shares; 2026Q1: 24,987 shares 24,987 $2.26M 0.05% +12,945 Timeline CLOI 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: not reported; 2025Q1: 97,981 shares; 2025Q2: 97,391 shares; 2025Q3: 45,115 shares; 2025Q4: 43,922 shares; 2026Q1: 42,830 shares 42,830 $2.26M 0.05% -1,092 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,155 shares; 2024Q4: 37,048 shares; 2025Q1: 36,394 shares; 2025Q2: 36,168 shares; 2025Q3: 51,062 shares; 2025Q4: 35,642 shares; 2026Q1: 35,642 shares 35,642 $2.25M 0.05% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,913 shares; 2026Q1: 46,951 shares 46,951 $2.25M 0.05% -962 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,312 shares; 2025Q1: 1,407 shares; 2025Q2: 1,589 shares; 2025Q3: 12,791 shares; 2025Q4: 10,169 shares; 2026Q1: 10,169 shares 10,169 $2.25M 0.05% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,598 shares; 2025Q1: 2,741 shares; 2025Q2: 2,962 shares; 2025Q3: not reported; 2025Q4: 20,527 shares; 2026Q1: 20,078 shares 20,078 $2.21M 0.05% -449 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: not reported; 2026Q1: 113,746 shares 113,746 $2.18M 0.05% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,041 shares; 2024Q4: 69,991 shares; 2025Q1: 68,370 shares; 2025Q2: 48,977 shares; 2025Q3: 49,054 shares; 2025Q4: 21,131 shares; 2026Q1: 20,390 shares 20,390 $2.18M 0.05% -741 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.05% 0 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: 611,173 shares; 2024Q4: 538,221 shares; 2025Q1: 495,413 shares; 2025Q2: 487,859 shares; 2025Q3: 529,673 shares; 2025Q4: 48,558 shares; 2026Q1: 48,139 shares 48,139 $2.12M 0.05% -419 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: 155,721 shares; 2024Q4: 149,574 shares; 2025Q1: 159,637 shares; 2025Q2: 157,114 shares; 2025Q3: 85,634 shares; 2025Q4: 32,681 shares; 2026Q1: 31,650 shares 31,650 $2.1M 0.05% -1,031 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: 93,793 shares; 2024Q4: 94,860 shares; 2025Q1: 93,174 shares; 2025Q2: 111,378 shares; 2025Q3: 114,217 shares; 2025Q4: 6,452 shares; 2026Q1: 6,386 shares 6,386 $2.1M 0.05% -66 Timeline ATI ATI INC More: the full row for ATI 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: 28,979 shares; 2025Q4: 19,952 shares; 2026Q1: 14,418 shares 14,418 $2.1M 0.05% -5,534 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: 556,237 shares; 2024Q4: 622,569 shares; 2025Q1: 587,576 shares; 2025Q2: 621,803 shares; 2025Q3: 645,928 shares; 2025Q4: 33,727 shares; 2026Q1: 26,964 shares 26,964 $2.09M 0.05% -6,763 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,608 shares; 2025Q1: 2,441 shares; 2025Q2: 2,290 shares; 2025Q3: 11,760 shares; 2025Q4: 9,461 shares; 2026Q1: 9,231 shares 9,231 $2.01M 0.05% -230 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,815 shares; 2025Q4: 38,285 shares; 2026Q1: 35,585 shares 35,585 $2.01M 0.05% -2,700 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN 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: 8,727 shares; 2025Q4: 7,711 shares; 2026Q1: 7,513 shares 7,513 $1.99M 0.05% -198 Timeline FUTY 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: 33,712 shares; 2024Q4: 34,260 shares; 2025Q1: 49,508 shares; 2025Q2: 200,752 shares; 2025Q3: 192,555 shares; 2025Q4: 170,774 shares; 2026Q1: 33,411 shares 33,411 $1.97M 0.05% -137,363 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,468 shares 6,468 $1.97M 0.05% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,681 shares; 2024Q4: 26,813 shares; 2025Q1: 46,049 shares; 2025Q2: 62,856 shares; 2025Q3: 47,602 shares; 2025Q4: 123,145 shares; 2026Q1: 123,645 shares 123,645 $1.96M 0.05% +500 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: not reported; 2024Q4: 3,596 shares; 2025Q1: 5,254 shares; 2025Q2: 15,112 shares; 2025Q3: 17,848 shares; 2025Q4: 15,489 shares; 2026Q1: 16,475 shares 16,475 $1.95M 0.05% +986 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,460 shares; 2024Q4: 65,396 shares; 2025Q1: 68,240 shares; 2025Q2: 67,882 shares; 2025Q3: 60,549 shares; 2025Q4: 38,814 shares; 2026Q1: 37,649 shares 37,649 $1.93M 0.04% -1,165 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: 81,072 shares; 2024Q4: 78,466 shares; 2025Q1: 76,834 shares; 2025Q2: 95,253 shares; 2025Q3: 100,221 shares; 2025Q4: 24,861 shares; 2026Q1: 28,060 shares 28,060 $1.92M 0.04% +3,199 Timeline FSTA 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: 180,728 shares; 2024Q4: 98,175 shares; 2025Q1: 58,810 shares; 2025Q2: 174,604 shares; 2025Q3: 58,370 shares; 2025Q4: 53,623 shares; 2026Q1: 36,589 shares 36,589 $1.91M 0.04% -17,034 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 10,800 shares; 2025Q1: 10,630 shares; 2025Q2: 10,348 shares; 2025Q3: 10,706 shares; 2025Q4: 6,931 shares; 2026Q1: 6,931 shares 6,931 $1.9M 0.04% 0 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: 581,416 shares; 2024Q4: 572,618 shares; 2025Q1: 581,067 shares; 2025Q2: 869,187 shares; 2025Q3: 892,589 shares; 2025Q4: 17,760 shares; 2026Q1: 16,787 shares 16,787 $1.9M 0.04% -973 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: 16,110 shares; 2024Q4: 15,803 shares; 2025Q1: 53,185 shares; 2025Q2: 20,213 shares; 2025Q3: 21,734 shares; 2025Q4: 4,347 shares; 2026Q1: 4,349 shares 4,349 $1.9M 0.04% +2 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: 250,254 shares; 2024Q4: 1,056,301 shares; 2025Q1: 1,030,029 shares; 2025Q2: 1,014,771 shares; 2025Q3: 1,073,559 shares; 2025Q4: 20,951 shares; 2026Q1: 18,454 shares 18,454 $1.89M 0.04% -2,497 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: 91,451 shares; 2024Q4: 87,829 shares; 2025Q1: 79,571 shares; 2025Q2: 79,680 shares; 2025Q3: 68,108 shares; 2025Q4: 13,200 shares; 2026Q1: 12,938 shares 12,938 $1.88M 0.04% -262 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 3,137 shares; 2025Q1: 2,594 shares; 2025Q2: 3,223 shares; 2025Q3: 2,339 shares; 2025Q4: not reported; 2026Q1: 16,996 shares 16,996 $1.87M 0.04% new 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: 409,415 shares; 2024Q4: 416,762 shares; 2025Q1: 560,157 shares; 2025Q2: 545,665 shares; 2025Q3: 545,911 shares; 2025Q4: 15,343 shares; 2026Q1: 14,973 shares 14,973 $1.86M 0.04% -370 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,722 shares 51,722 $1.84M 0.04% new 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: 4,738 shares; 2025Q2: 23,796 shares; 2025Q3: 25,369 shares; 2025Q4: 21,180 shares; 2026Q1: 22,078 shares 22,078 $1.82M 0.04% +898 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,125 shares; 2025Q1: 92,068 shares; 2025Q2: 105,990 shares; 2025Q3: 113,425 shares; 2025Q4: 114,566 shares; 2026Q1: 120,132 shares 120,132 $1.8M 0.04% +5,566 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: 386,527 shares; 2024Q4: 454,268 shares; 2025Q1: 420,449 shares; 2025Q2: 438,618 shares; 2025Q3: 387,864 shares; 2025Q4: 9,600 shares; 2026Q1: 9,393 shares 9,393 $1.8M 0.04% -207 Timeline FENY 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: 157,201 shares; 2024Q4: 152,393 shares; 2025Q1: 51,790 shares; 2025Q2: 40,425 shares; 2025Q3: 37,715 shares; 2025Q4: not reported; 2026Q1: 52,730 shares 52,730 $1.79M 0.04% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 4,460 shares; 2025Q1: 4,520 shares; 2025Q2: not reported; 2025Q3: 19,647 shares; 2025Q4: 16,528 shares; 2026Q1: 24,159 shares 24,159 $1.79M 0.04% +7,631 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: 135,291 shares; 2024Q4: 139,272 shares; 2025Q1: 133,737 shares; 2025Q2: 205,176 shares; 2025Q3: 213,883 shares; 2025Q4: 10,623 shares; 2026Q1: 11,178 shares 11,178 $1.79M 0.04% +555 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,623 shares; 2024Q4: 15,614 shares; 2025Q1: 16,731 shares; 2025Q2: 14,017 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,968 shares 6,968 $1.78M 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,487 shares; 2025Q1: 4,567 shares; 2025Q2: 13,863 shares; 2025Q3: 14,518 shares; 2025Q4: 1,366 shares; 2026Q1: 1,199 shares 1,199 $1.77M 0.04% -167 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,419 shares; 2024Q4: 374,221 shares; 2025Q1: 312,543 shares; 2025Q2: 263,004 shares; 2025Q3: 256,945 shares; 2025Q4: 189,494 shares; 2026Q1: 186,164 shares 186,164 $1.76M 0.04% -3,330 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,983 shares; 2025Q1: 5,118 shares; 2025Q2: 18,854 shares; 2025Q3: 20,981 shares; 2025Q4: 7,680 shares; 2026Q1: 7,510 shares 7,510 $1.73M 0.04% -170 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,674 shares; 2025Q1: 12,299 shares; 2025Q2: 14,392 shares; 2025Q3: 13,628 shares; 2025Q4: 12,368 shares; 2026Q1: 11,917 shares 11,917 $1.73M 0.04% -451 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 8,578 shares; 2025Q1: 7,625 shares; 2025Q2: 9,051 shares; 2025Q3: 10,088 shares; 2025Q4: 10,053 shares; 2026Q1: 10,537 shares 10,537 $1.7M 0.04% +484 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: 55,205 shares; 2024Q4: 311,447 shares; 2025Q1: 308,543 shares; 2025Q2: 1,217,202 shares; 2025Q3: 1,414,828 shares; 2025Q4: 68,062 shares; 2026Q1: 67,263 shares 67,263 $1.69M 0.04% -799 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: 37,912 shares; 2024Q4: 44,909 shares; 2025Q1: 46,620 shares; 2025Q2: 49,772 shares; 2025Q3: 50,262 shares; 2025Q4: 3,262 shares; 2026Q1: 2,730 shares 2,730 $1.65M 0.04% -532 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,829 shares 5,829 $1.64M 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 30,232 shares; 2025Q1: 28,204 shares; 2025Q2: 23,673 shares; 2025Q3: 22,686 shares; 2025Q4: 4,448 shares; 2026Q1: 4,457 shares 4,457 $1.6M 0.04% +9 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: 6,794 shares; 2024Q4: 6,025 shares; 2025Q1: 95,880 shares; 2025Q2: 20,326 shares; 2025Q3: 19,975 shares; 2025Q4: 10,809 shares; 2026Q1: 10,475 shares 10,475 $1.57M 0.04% -334 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,061 shares; 2024Q4: 47,163 shares; 2025Q1: 16,524 shares; 2025Q2: 55,431 shares; 2025Q3: 91,420 shares; 2025Q4: 55,068 shares; 2026Q1: 14,132 shares 14,132 $1.57M 0.04% -40,936 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: 68,358 shares; 2024Q4: 73,186 shares; 2025Q1: 93,218 shares; 2025Q2: 181,212 shares; 2025Q3: 196,294 shares; 2025Q4: 8,356 shares; 2026Q1: 7,181 shares 7,181 $1.56M 0.04% -1,175 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: 9,419 shares; 2024Q4: 9,500 shares; 2025Q1: 10,705 shares; 2025Q2: 10,532 shares; 2025Q3: 10,404 shares; 2025Q4: 2,273 shares; 2026Q1: 2,281 shares 2,281 $1.56M 0.04% +8 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,815 shares; 2024Q4: 73,722 shares; 2025Q1: 73,730 shares; 2025Q2: 119,533 shares; 2025Q3: 45,662 shares; 2025Q4: 21,764 shares; 2026Q1: 21,397 shares 21,397 $1.52M 0.04% -367 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,145 shares; 2025Q3: 56,392 shares; 2025Q4: not reported; 2026Q1: 230,775 shares 230,775 $1.52M 0.04% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,167 shares; 2026Q1: 49,140 shares 49,140 $1.5M 0.03% +1,973 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: 344,622 shares; 2024Q4: 347,068 shares; 2025Q1: 320,803 shares; 2025Q2: 337,836 shares; 2025Q3: 340,808 shares; 2025Q4: 10,146 shares; 2026Q1: 10,506 shares 10,506 $1.5M 0.03% +360 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,870 shares; 2025Q3: 2,079 shares; 2025Q4: 1,947 shares; 2026Q1: 2,034 shares 2,034 $1.49M 0.03% +87 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,220 shares; 2025Q1: 138,540 shares; 2025Q2: 96,410 shares; 2025Q3: 106,814 shares; 2025Q4: 4,271 shares; 2026Q1: 6,173 shares 6,173 $1.47M 0.03% +1,902 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,101 shares; 2025Q2: 105,092 shares; 2025Q3: 92,020 shares; 2025Q4: 92,020 shares; 2026Q1: 92,020 shares 92,020 $1.46M 0.03% 0 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: 93,333 shares; 2024Q4: 90,619 shares; 2025Q1: 73,139 shares; 2025Q2: 74,343 shares; 2025Q3: 51,582 shares; 2025Q4: 4,868 shares; 2026Q1: 4,688 shares 4,688 $1.46M 0.03% -180 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,771 shares; 2024Q4: 47,029 shares; 2025Q1: 39,831 shares; 2025Q2: 45,009 shares; 2025Q3: 48,052 shares; 2025Q4: 35,354 shares; 2026Q1: 36,814 shares 36,814 $1.44M 0.03% +1,460 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 12,951 shares; 2025Q1: 4,366 shares; 2025Q2: 1,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,185 shares 23,185 $1.41M 0.03% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,561 shares; 2024Q4: 839,096 shares; 2025Q1: 828,532 shares; 2025Q2: 57,271 shares; 2025Q3: 64,128 shares; 2025Q4: not reported; 2026Q1: 54,269 shares 54,269 $1.4M 0.03% new Timeline BKLN 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: 629,947 shares; 2024Q4: 626,862 shares; 2025Q1: 350,141 shares; 2025Q2: 129,546 shares; 2025Q3: 135,377 shares; 2025Q4: 142,122 shares; 2026Q1: 68,699 shares 68,699 $1.4M 0.03% -73,423 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: 12,611 shares; 2024Q4: 12,044 shares; 2025Q1: 10,955 shares; 2025Q2: 9,949 shares; 2025Q3: 14,274 shares; 2025Q4: not reported; 2026Q1: 8,179 shares 8,179 $1.4M 0.03% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 7,225 shares; 2025Q1: 6,185 shares; 2025Q2: 10,177 shares; 2025Q3: 72,767 shares; 2025Q4: 5,758 shares; 2026Q1: 5,728 shares 5,728 $1.4M 0.03% -30 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: 19,638 shares; 2024Q4: 19,401 shares; 2025Q1: 76,592 shares; 2025Q2: 81,530 shares; 2025Q3: 84,363 shares; 2025Q4: 4,136 shares; 2026Q1: 4,919 shares 4,919 $1.4M 0.03% +783 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,766 shares 6,766 $1.37M 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,689 shares; 2024Q4: 32,736 shares; 2025Q1: 35,229 shares; 2025Q2: 18,222 shares; 2025Q3: 15,510 shares; 2025Q4: 3,288 shares; 2026Q1: 3,222 shares 3,222 $1.37M 0.03% -66 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: 11,971 shares; 2024Q4: 15,226 shares; 2025Q1: 26,808 shares; 2025Q2: 27,324 shares; 2025Q3: 24,910 shares; 2025Q4: 10,019 shares; 2026Q1: 10,017 shares 10,017 $1.35M 0.03% -2 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,632 shares; 2025Q2: 6,648 shares; 2025Q3: 6,642 shares; 2025Q4: 6,322 shares; 2026Q1: 6,325 shares 6,325 $1.34M 0.03% +3 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: 193,957 shares; 2024Q4: 189,407 shares; 2025Q1: 180,704 shares; 2025Q2: 184,834 shares; 2025Q3: 178,035 shares; 2025Q4: 3,613 shares; 2026Q1: 3,718 shares 3,718 $1.33M 0.03% +105 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: 154,488 shares; 2024Q4: 155,028 shares; 2025Q1: 154,060 shares; 2025Q2: 156,090 shares; 2025Q3: 110,438 shares; 2025Q4: 11,986 shares; 2026Q1: 17,315 shares 17,315 $1.32M 0.03% +5,329 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 23,445 shares 23,445 $1.31M 0.03% new 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: 6,150 shares; 2024Q4: 6,599 shares; 2025Q1: 7,170 shares; 2025Q2: 7,942 shares; 2025Q3: 8,645 shares; 2025Q4: 983 shares; 2026Q1: 1,486 shares 1,486 $1.3M 0.03% +503 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,310 shares; 2024Q4: 82,872 shares; 2025Q1: 82,153 shares; 2025Q2: 85,924 shares; 2025Q3: 86,591 shares; 2025Q4: 32,604 shares; 2026Q1: 15,462 shares 15,462 $1.29M 0.03% -17,142 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,715 shares; 2025Q3: 75,335 shares; 2025Q4: 79,065 shares; 2026Q1: 82,255 shares 82,255 $1.29M 0.03% +3,190 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: 248,479 shares; 2024Q4: 249,891 shares; 2025Q1: 240,582 shares; 2025Q2: 209,601 shares; 2025Q3: 204,808 shares; 2025Q4: 6,140 shares; 2026Q1: 5,212 shares 5,212 $1.29M 0.03% -928 Timeline EWT 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: 4,729 shares; 2024Q4: 4,447 shares; 2025Q1: 4,959 shares; 2025Q2: 6,328 shares; 2025Q3: 6,859 shares; 2025Q4: 7,533 shares; 2026Q1: 17,949 shares 17,949 $1.27M 0.03% +10,416 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,019 shares; 2024Q4: 228,216 shares; 2025Q1: 205,035 shares; 2025Q2: 175,755 shares; 2025Q3: 158,100 shares; 2025Q4: 2,387 shares; 2026Q1: 2,245 shares 2,245 $1.27M 0.03% -142 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,912 shares; 2024Q4: 60,213 shares; 2025Q1: 47,307 shares; 2025Q2: 54,156 shares; 2025Q3: 56,685 shares; 2025Q4: 57,065 shares; 2026Q1: 58,618 shares 58,618 $1.26M 0.03% +1,553 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,538 shares; 2025Q1: 2,543 shares; 2025Q2: 2,673 shares; 2025Q3: 2,607 shares; 2025Q4: 1,481 shares; 2026Q1: 1,270 shares 1,270 $1.25M 0.03% -211 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 12,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,302 shares 13,302 $1.24M 0.03% new 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: 639,861 shares; 2024Q4: 573,982 shares; 2025Q1: 625,053 shares; 2025Q2: 610,966 shares; 2025Q3: 648,662 shares; 2025Q4: 12,754 shares; 2026Q1: 12,720 shares 12,720 $1.24M 0.03% -34 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001,358 shares; 2024Q4: 1,598,419 shares; 2025Q1: 1,623,293 shares; 2025Q2: 1,634,955 shares; 2025Q3: 1,660,090 shares; 2025Q4: 5,393 shares; 2026Q1: 4,358 shares 4,358 $1.23M 0.03% -1,035 Timeline FCOM 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: 116,871 shares; 2024Q4: 114,336 shares; 2025Q1: 45,543 shares; 2025Q2: 65,963 shares; 2025Q3: 89,595 shares; 2025Q4: 104,850 shares; 2026Q1: 18,009 shares 18,009 $1.23M 0.03% -86,841 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: 7,269 shares; 2024Q4: 11,701 shares; 2025Q1: 8,985 shares; 2025Q2: 8,987 shares; 2025Q3: 9,953 shares; 2025Q4: 6,738 shares; 2026Q1: 6,741 shares 6,741 $1.21M 0.03% +3 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 11,448 shares 11,448 $1.2M 0.03% new 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: 301,514 shares; 2024Q4: 302,913 shares; 2025Q1: 327,323 shares; 2025Q2: 316,001 shares; 2025Q3: 358,759 shares; 2025Q4: 3,724 shares; 2026Q1: 3,725 shares 3,725 $1.2M 0.03% +1 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: 93,668 shares; 2024Q4: 94,379 shares; 2025Q1: 93,911 shares; 2025Q2: 94,507 shares; 2025Q3: 97,189 shares; 2025Q4: 3,447 shares; 2026Q1: 3,373 shares 3,373 $1.19M 0.03% -74 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: 18,941 shares; 2024Q4: 8,366 shares; 2025Q1: 6,557 shares; 2025Q2: 5,580 shares; 2025Q3: 5,038 shares; 2025Q4: 6,905 shares; 2026Q1: 6,909 shares 6,909 $1.18M 0.03% +4 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: 99,474 shares; 2024Q4: 115,263 shares; 2025Q1: 287,998 shares; 2025Q2: 566,531 shares; 2025Q3: 590,982 shares; 2025Q4: 13,901 shares; 2026Q1: 4,801 shares 4,801 $1.17M 0.03% -9,100 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,223 shares; 2024Q4: 44,012 shares; 2025Q1: 44,337 shares; 2025Q2: 44,881 shares; 2025Q3: 8,100 shares; 2025Q4: 3,591 shares; 2026Q1: 3,541 shares 3,541 $1.16M 0.03% -50 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 24,543 shares; 2025Q1: 69,709 shares; 2025Q2: 94,137 shares; 2025Q3: 92,180 shares; 2025Q4: 49,509 shares; 2026Q1: 53,556 shares 53,556 $1.16M 0.03% +4,047 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 25 shares; 2025Q1: 239 shares; 2025Q2: 648 shares; 2025Q3: 1,058 shares; 2025Q4: 211 shares; 2026Q1: 173 shares 173 $1.14M 0.03% -38 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: 7,069 shares; 2024Q4: 13,362 shares; 2025Q1: 12,914 shares; 2025Q2: 14,358 shares; 2025Q3: 16,154 shares; 2025Q4: 6,691 shares; 2026Q1: 6,655 shares 6,655 $1.13M 0.03% -36 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: 459,777 shares; 2024Q4: 655,424 shares; 2025Q1: 684,597 shares; 2025Q2: 700,198 shares; 2025Q3: 728,644 shares; 2025Q4: 321,072 shares; 2026Q1: 22,257 shares 22,257 $1.12M 0.03% -298,815 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: 3,256 shares; 2024Q4: 3,237 shares; 2025Q1: 4,102 shares; 2025Q2: 64,374 shares; 2025Q3: 70,308 shares; 2025Q4: 12,044 shares; 2026Q1: 12,054 shares 12,054 $1.11M 0.03% +10 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: 23,833 shares; 2024Q4: 24,317 shares; 2025Q1: 23,915 shares; 2025Q2: 23,705 shares; 2025Q3: 27,255 shares; 2025Q4: 16,704 shares; 2026Q1: 16,715 shares 16,715 $1.11M 0.03% +11 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,573 shares; 2025Q2: 16,719 shares; 2025Q3: 15,717 shares; 2025Q4: 12,789 shares; 2026Q1: 12,789 shares 12,789 $1.1M 0.03% 0 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: 27,875 shares; 2024Q4: 25,666 shares; 2025Q1: 26,552 shares; 2025Q2: 27,390 shares; 2025Q3: 23,084 shares; 2025Q4: 3,243 shares; 2026Q1: 3,183 shares 3,183 $1.1M 0.03% -60 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,494 shares; 2025Q3: 7,494 shares; 2025Q4: 7,519 shares; 2026Q1: 7,519 shares 7,519 $1.1M 0.03% 0 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: 36,558 shares; 2024Q4: 36,228 shares; 2025Q1: 39,321 shares; 2025Q2: 39,709 shares; 2025Q3: 42,887 shares; 2025Q4: 5,433 shares; 2026Q1: 5,315 shares 5,315 $1.08M 0.03% -118 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,329 shares; 2024Q4: 154,832 shares; 2025Q1: 150,738 shares; 2025Q2: 124,036 shares; 2025Q3: 128,198 shares; 2025Q4: 5,818 shares; 2026Q1: 5,865 shares 5,865 $1.07M 0.02% +47 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,431 shares; 2025Q2: 30,431 shares; 2025Q3: 30,291 shares; 2025Q4: 28,491 shares; 2026Q1: 28,491 shares 28,491 $1.07M 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 7,069 shares; 2025Q1: 6,426 shares; 2025Q2: 6,231 shares; 2025Q3: 99,164 shares; 2025Q4: 3,124 shares; 2026Q1: 3,165 shares 3,165 $1.06M 0.02% +41 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,852 shares; 2025Q3: 155,892 shares; 2025Q4: 7,334 shares; 2026Q1: 7,624 shares 7,624 $1.05M 0.02% +290 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,322 shares; 2024Q4: 32,489 shares; 2025Q1: 28,124 shares; 2025Q2: 26,399 shares; 2025Q3: 25,197 shares; 2025Q4: 25,197 shares; 2026Q1: 25,197 shares 25,197 $1.04M 0.02% 0 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,265 shares; 2024Q4: 32,265 shares; 2025Q1: 226,320 shares; 2025Q2: 204,834 shares; 2025Q3: 203,231 shares; 2025Q4: 157,858 shares; 2026Q1: 147,138 shares 147,138 $1.04M 0.02% -10,720 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: 8,816 shares; 2024Q4: 8,959 shares; 2025Q1: 8,787 shares; 2025Q2: 8,688 shares; 2025Q3: 7,037 shares; 2025Q4: 6,777 shares; 2026Q1: 6,470 shares 6,470 $1.02M 0.02% -307 Timeline EWS 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: 18,068 shares; 2024Q4: 17,498 shares; 2025Q1: 67,934 shares; 2025Q2: 76,320 shares; 2025Q3: 78,073 shares; 2025Q4: 29,796 shares; 2026Q1: 35,907 shares 35,907 $1.01M 0.02% +6,111 Timeline IYY 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: 16,193 shares; 2024Q4: 14,795 shares; 2025Q1: 14,795 shares; 2025Q2: 14,795 shares; 2025Q3: 14,186 shares; 2025Q4: 6,327 shares; 2026Q1: 6,341 shares 6,341 $1M 0.02% +14 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,364 shares; 2025Q2: 13,051 shares; 2025Q3: 13,209 shares; 2025Q4: 11,988 shares; 2026Q1: 11,607 shares 11,607 $996K 0.02% -381 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: 42,124 shares; 2024Q4: 56,592 shares; 2025Q1: 59,067 shares; 2025Q2: 69,172 shares; 2025Q3: 73,649 shares; 2025Q4: 4,073 shares; 2026Q1: 4,001 shares 4,001 $971K 0.02% -72 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: 22,919 shares; 2024Q4: 23,172 shares; 2025Q1: 23,039 shares; 2025Q2: 22,228 shares; 2025Q3: 22,016 shares; 2025Q4: 10,689 shares; 2026Q1: 10,650 shares 10,650 $969K 0.02% -39 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: 6,141 shares; 2024Q4: 5,365 shares; 2025Q1: 5,316 shares; 2025Q2: 5,334 shares; 2025Q3: 5,201 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $967K 0.02% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,217 shares; 2024Q4: 178,590 shares; 2025Q1: 178,310 shares; 2025Q2: 226,347 shares; 2025Q3: 234,486 shares; 2025Q4: not reported; 2026Q1: 15,065 shares 15,065 $965K 0.02% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 7,414 shares; 2025Q1: 7,465 shares; 2025Q2: 7,892 shares; 2025Q3: 7,863 shares; 2025Q4: 6,909 shares; 2026Q1: 6,905 shares 6,905 $942K 0.02% -4 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 497,477 shares; 2025Q1: 488,468 shares; 2025Q2: 440,539 shares; 2025Q3: 445,096 shares; 2025Q4: 4,352 shares; 2026Q1: 4,336 shares 4,336 $939K 0.02% -16 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,755 shares; 2025Q1: 81,601 shares; 2025Q2: 96,918 shares; 2025Q3: 47,991 shares; 2025Q4: 41,736 shares; 2026Q1: 40,656 shares 40,656 $926K 0.02% -1,080 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: 46,576 shares; 2024Q4: 289,861 shares; 2025Q1: 304,909 shares; 2025Q2: 504,226 shares; 2025Q3: 379,781 shares; 2025Q4: 5,517 shares; 2026Q1: 4,880 shares 4,880 $925K 0.02% -637 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 5,757 shares; 2025Q4: 6,264 shares; 2026Q1: 7,508 shares 7,508 $924K 0.02% +1,244 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,295 shares; 2024Q4: 47,407 shares; 2025Q1: 56,195 shares; 2025Q2: 57,852 shares; 2025Q3: 57,560 shares; 2025Q4: not reported; 2026Q1: 7,830 shares 7,830 $921K 0.02% new 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: 821 shares; 2024Q4: 1,081 shares; 2025Q1: 2,875 shares; 2025Q2: 3,045 shares; 2025Q3: 3,130 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $903K 0.02% 0 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: 104,917 shares; 2024Q4: 1,148,495 shares; 2025Q1: 696,704 shares; 2025Q2: 133,838 shares; 2025Q3: 55,452 shares; 2025Q4: 10,071 shares; 2026Q1: 10,070 shares 10,070 $902K 0.02% -1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,247 shares; 2024Q4: 35,375 shares; 2025Q1: 36,905 shares; 2025Q2: 40,389 shares; 2025Q3: 38,596 shares; 2025Q4: 15,921 shares; 2026Q1: 15,934 shares 15,934 $897K 0.02% +13 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: 180,844 shares; 2024Q4: 147,576 shares; 2025Q1: 177,905 shares; 2025Q2: 59,614 shares; 2025Q3: 11,913 shares; 2025Q4: 2,403 shares; 2026Q1: 2,065 shares 2,065 $896K 0.02% -338 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: 7,451 shares; 2024Q4: 8,058 shares; 2025Q1: 7,847 shares; 2025Q2: 14,727 shares; 2025Q3: 16,388 shares; 2025Q4: 1,937 shares; 2026Q1: 1,936 shares 1,936 $893K 0.02% -1 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: 569,243 shares; 2024Q4: 587,830 shares; 2025Q1: 420,531 shares; 2025Q2: 687,179 shares; 2025Q3: 678,261 shares; 2025Q4: 45,975 shares; 2026Q1: 30,337 shares 30,337 $879K 0.02% -15,638 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: 14,015 shares; 2024Q4: 9,218 shares; 2025Q1: 20,324 shares; 2025Q2: 28,940 shares; 2025Q3: 15,376 shares; 2025Q4: 20,637 shares; 2026Q1: 9,345 shares 9,345 $869K 0.02% -11,292 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: 68,931 shares; 2024Q4: 407,048 shares; 2025Q1: 403,834 shares; 2025Q2: 401,820 shares; 2025Q3: 436,509 shares; 2025Q4: 6,419 shares; 2026Q1: 4,169 shares 4,169 $868K 0.02% -2,250 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,533 shares; 2025Q1: 5,691 shares; 2025Q2: 11,774 shares; 2025Q3: 12,260 shares; 2025Q4: 20,488 shares; 2026Q1: 20,488 shares 20,488 $854K 0.02% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,607 shares; 2025Q4: 31,513 shares; 2026Q1: 33,068 shares 33,068 $823K 0.02% +1,555 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: 84,325 shares; 2024Q4: 132,894 shares; 2025Q1: 86,438 shares; 2025Q2: 94,078 shares; 2025Q3: 88,381 shares; 2025Q4: not reported; 2026Q1: 3,626 shares 3,626 $820K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,924 shares; 2025Q1: not reported; 2025Q2: 6,674 shares; 2025Q3: 8,516 shares; 2025Q4: not reported; 2026Q1: 3,013 shares 3,013 $815K 0.02% new Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,823 shares; 2025Q2: 36,798 shares; 2025Q3: 32,536 shares; 2025Q4: 32,498 shares; 2026Q1: 32,498 shares 32,498 $813K 0.02% 0 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: 1,816,044 shares; 2024Q4: 1,925,662 shares; 2025Q1: 1,967,079 shares; 2025Q2: 2,063,162 shares; 2025Q3: 2,134,598 shares; 2025Q4: 5,444 shares; 2026Q1: 12,536 shares 12,536 $803K 0.02% +7,092 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,042 shares; 2024Q4: 115,771 shares; 2025Q1: 108,939 shares; 2025Q2: 114,926 shares; 2025Q3: 161,299 shares; 2025Q4: 19,552 shares; 2026Q1: 19,550 shares 19,550 $803K 0.02% -2 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 21,356 shares; 2025Q1: 19,124 shares; 2025Q2: 18,087 shares; 2025Q3: 18,056 shares; 2025Q4: 17,850 shares; 2026Q1: 16,299 shares 16,299 $802K 0.02% -1,551 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,187 shares; 2025Q1: 7,491 shares; 2025Q2: 11,060 shares; 2025Q3: 11,945 shares; 2025Q4: 6,750 shares; 2026Q1: 7,085 shares 7,085 $802K 0.02% +335 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: 97,505 shares; 2024Q4: 98,729 shares; 2025Q1: 94,827 shares; 2025Q2: 118,922 shares; 2025Q3: 119,028 shares; 2025Q4: 5,270 shares; 2026Q1: 5,738 shares 5,738 $800K 0.02% +468 Timeline EWG 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: 51,432 shares; 2024Q4: 50,092 shares; 2025Q1: 41,410 shares; 2025Q2: 54,937 shares; 2025Q3: 44,371 shares; 2025Q4: 16,497 shares; 2026Q1: 19,780 shares 19,780 $785K 0.02% +3,283 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: 29,386 shares; 2024Q4: 28,322 shares; 2025Q1: 32,054 shares; 2025Q2: 34,156 shares; 2025Q3: 36,452 shares; 2025Q4: 4,906 shares; 2026Q1: 5,850 shares 5,850 $778K 0.02% +944 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: 100,664 shares; 2024Q4: 789,119 shares; 2025Q1: 840,177 shares; 2025Q2: 920,535 shares; 2025Q3: 927,062 shares; 2025Q4: 6,324 shares; 2026Q1: 6,741 shares 6,741 $775K 0.02% +417 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,486 shares; 2025Q2: 12,256 shares; 2025Q3: 13,651 shares; 2025Q4: 14,804 shares; 2026Q1: 17,808 shares 17,808 $773K 0.02% +3,004 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,568 shares; 2025Q2: 32,337 shares; 2025Q3: 31,648 shares; 2025Q4: 29,048 shares; 2026Q1: 29,048 shares 29,048 $770K 0.02% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,893 shares; 2025Q4: 15,993 shares; 2026Q1: 15,918 shares 15,918 $763K 0.02% -75 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 86,018 shares; 2025Q1: 81,144 shares; 2025Q2: 72,768 shares; 2025Q3: 77,667 shares; 2025Q4: 4,579 shares; 2026Q1: 4,394 shares 4,394 $762K 0.02% -185 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,950 shares; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $756K 0.02% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613,456 shares; 2024Q4: 591,809 shares; 2025Q1: 592,878 shares; 2025Q2: 714,381 shares; 2025Q3: 717,964 shares; 2025Q4: 3,379 shares; 2026Q1: 3,576 shares 3,576 $755K 0.02% +197 Timeline EWL 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: 6,529 shares; 2024Q4: 6,093 shares; 2025Q1: 6,806 shares; 2025Q2: 8,807 shares; 2025Q3: 10,016 shares; 2025Q4: 10,621 shares; 2026Q1: 12,780 shares 12,780 $752K 0.02% +2,159 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: 301,291 shares; 2024Q4: 309,342 shares; 2025Q1: 262,399 shares; 2025Q2: 280,228 shares; 2025Q3: 101,966 shares; 2025Q4: 43,364 shares; 2026Q1: 38,929 shares 38,929 $751K 0.02% -4,435 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 42,474 shares; 2025Q1: 42,182 shares; 2025Q2: 40,746 shares; 2025Q3: 15,878 shares; 2025Q4: 5,251 shares; 2026Q1: 5,666 shares 5,666 $743K 0.02% +415 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 9,678 shares; 2025Q1: 6,899 shares; 2025Q2: 6,473 shares; 2025Q3: 8,051 shares; 2025Q4: 1,889 shares; 2026Q1: 1,898 shares 1,898 $741K 0.02% +9 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,324 shares; 2024Q4: 55,459 shares; 2025Q1: 55,149 shares; 2025Q2: 60,175 shares; 2025Q3: 58,661 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares 5,145 $732K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,994 shares; 2024Q4: 1,013,399 shares; 2025Q1: 993,598 shares; 2025Q2: 428,198 shares; 2025Q3: 54,228 shares; 2025Q4: 6,574 shares; 2026Q1: 6,613 shares 6,613 $707K 0.02% +39 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,234 shares; 2025Q2: 12,866 shares; 2025Q3: 12,887 shares; 2025Q4: 7,934 shares; 2026Q1: 8,414 shares 8,414 $696K 0.02% +480 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: 32,424 shares; 2024Q4: 37,398 shares; 2025Q1: 32,855 shares; 2025Q2: 33,514 shares; 2025Q3: 32,177 shares; 2025Q4: 700 shares; 2026Q1: 974 shares 974 $680K 0.02% +274 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: 5,949 shares; 2024Q4: 9,164 shares; 2025Q1: 7,832 shares; 2025Q2: 7,670 shares; 2025Q3: 7,994 shares; 2025Q4: 3,625 shares; 2026Q1: 195 shares 195 $661K 0.02% -3,430 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 67,076 shares; 2025Q3: 32,076 shares; 2025Q4: 9,092 shares; 2026Q1: 9,092 shares 9,092 $660K 0.02% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 9,673 shares; 2025Q1: 9,660 shares; 2025Q2: 9,660 shares; 2025Q3: 9,632 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $658K 0.02% 0 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: 39,559 shares; 2024Q4: 39,847 shares; 2025Q1: 38,522 shares; 2025Q2: 77,450 shares; 2025Q3: 73,273 shares; 2025Q4: 751 shares; 2026Q1: 777 shares 777 $657K 0.02% +26 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: 2,431 shares; 2024Q4: 2,641 shares; 2025Q1: 2,349 shares; 2025Q2: 2,350 shares; 2025Q3: 2,607 shares; 2025Q4: 1,955 shares; 2026Q1: 1,958 shares 1,958 $648K 0.02% +3 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: 17,739 shares; 2024Q4: 19,266 shares; 2025Q1: 19,475 shares; 2025Q2: 19,096 shares; 2025Q3: 19,477 shares; 2025Q4: 14,885 shares; 2026Q1: 14,885 shares 14,885 $638K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,107 shares; 2024Q4: 17,594 shares; 2025Q1: 18,872 shares; 2025Q2: 19,389 shares; 2025Q3: 23,936 shares; 2025Q4: 8,829 shares; 2026Q1: 8,828 shares 8,828 $612K 0.01% -1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,039 shares; 2024Q4: 43,257 shares; 2025Q1: 50,099 shares; 2025Q2: 31,175 shares; 2025Q3: 32,679 shares; 2025Q4: 14,985 shares; 2026Q1: 7,581 shares 7,581 $607K 0.01% -7,404 Timeline KBH KB HOME More: the full row for KB HOME 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: 11,711 shares 11,711 $606K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,364 shares; 2024Q4: 13,336 shares; 2025Q1: 14,243 shares; 2025Q2: 12,791 shares; 2025Q3: 6,024 shares; 2025Q4: 2,375 shares; 2026Q1: 2,039 shares 2,039 $605K 0.01% -336 Timeline ENOR 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: 46,985 shares; 2024Q4: 54,639 shares; 2025Q1: 11,880 shares; 2025Q2: 12,548 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,354 shares 16,354 $604K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,637 shares; 2025Q1: 6,950 shares; 2025Q2: 18,364 shares; 2025Q3: 18,373 shares; 2025Q4: 11,835 shares; 2026Q1: 11,806 shares 11,806 $600K 0.01% -29 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 2,775 shares; 2025Q1: 6,929 shares; 2025Q2: 1,290 shares; 2025Q3: 1,316 shares; 2025Q4: 762 shares; 2026Q1: 757 shares 757 $585K 0.01% -5 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: 318,980 shares; 2024Q4: 321,077 shares; 2025Q1: 372,298 shares; 2025Q2: 345,616 shares; 2025Q3: 349,534 shares; 2025Q4: 3,369 shares; 2026Q1: 3,044 shares 3,044 $584K 0.01% -325 Timeline GII 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: 3,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,521 shares; 2025Q3: 7,520 shares; 2025Q4: 114,951 shares; 2026Q1: 7,659 shares 7,659 $582K 0.01% -107,292 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 16,830 shares; 2025Q1: 16,210 shares; 2025Q2: 17,057 shares; 2025Q3: 18,619 shares; 2025Q4: 15,227 shares; 2026Q1: 15,227 shares 15,227 $576K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,765 shares; 2024Q4: 57,218 shares; 2025Q1: 60,386 shares; 2025Q2: 61,227 shares; 2025Q3: 50,338 shares; 2025Q4: 990 shares; 2026Q1: 817 shares 817 $575K 0.01% -173 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: 106,289 shares; 2024Q4: 109,919 shares; 2025Q1: 108,030 shares; 2025Q2: 111,765 shares; 2025Q3: 79,022 shares; 2025Q4: 4,403 shares; 2026Q1: 6,547 shares 6,547 $567K 0.01% +2,144 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,459 shares; 2025Q1: 2,494 shares; 2025Q2: 2,535 shares; 2025Q3: 2,239 shares; 2025Q4: 1,635 shares; 2026Q1: 1,637 shares 1,637 $561K 0.01% +2 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,162 shares; 2025Q2: 94,548 shares; 2025Q3: 81,183 shares; 2025Q4: not reported; 2026Q1: 23,956 shares 23,956 $553K 0.01% new 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: 1,133,747 shares; 2024Q4: 1,158,332 shares; 2025Q1: 1,080,313 shares; 2025Q2: 1,114,581 shares; 2025Q3: 1,106,265 shares; 2025Q4: 1,983 shares; 2026Q1: 2,805 shares 2,805 $550K 0.01% +822 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 2,046 shares; 2025Q4: 415 shares; 2026Q1: 317 shares 317 $548K 0.01% -98 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,093 shares; 2024Q4: 12,116 shares; 2025Q1: 12,187 shares; 2025Q2: 12,683 shares; 2025Q3: 10,659 shares; 2025Q4: 7,542 shares; 2026Q1: 7,542 shares 7,542 $547K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 3,428 shares; 2025Q1: 2,925 shares; 2025Q2: 3,750 shares; 2025Q3: 5,345 shares; 2025Q4: 4,313 shares; 2026Q1: 4,381 shares 4,381 $547K 0.01% +68 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,248 shares; 2025Q1: 8,095 shares; 2025Q2: 10,436 shares; 2025Q3: 26,736 shares; 2025Q4: 26,466 shares; 2026Q1: 15,118 shares 15,118 $543K 0.01% -11,348 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: 158,438 shares; 2024Q4: 163,956 shares; 2025Q1: 145,080 shares; 2025Q2: 142,204 shares; 2025Q3: 139,773 shares; 2025Q4: 1,224 shares; 2026Q1: 1,221 shares 1,221 $533K 0.01% -3 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,673 shares; 2025Q1: 2,543 shares; 2025Q2: 2,503 shares; 2025Q3: 2,609 shares; 2025Q4: not reported; 2026Q1: 3,458 shares 3,458 $527K 0.01% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $520K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 2,621,515 shares; 2025Q1: 3,330,176 shares; 2025Q2: 3,488,781 shares; 2025Q3: 3,489,066 shares; 2025Q4: 9,926 shares; 2026Q1: 9,926 shares 9,926 $515K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,066 shares; 2024Q4: 101,328 shares; 2025Q1: 100,684 shares; 2025Q2: 101,932 shares; 2025Q3: 107,870 shares; 2025Q4: 5,263 shares; 2026Q1: 5,260 shares 5,260 $514K 0.01% -3 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,040 shares 3,040 $513K 0.01% new 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: 580,570 shares; 2024Q4: 642,030 shares; 2025Q1: 68,527 shares; 2025Q2: 61,306 shares; 2025Q3: 62,190 shares; 2025Q4: 10,510 shares; 2026Q1: 10,884 shares 10,884 $512K 0.01% +374 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,457 shares; 2024Q4: 28,230 shares; 2025Q1: 28,874 shares; 2025Q2: 29,927 shares; 2025Q3: 32,767 shares; 2025Q4: 7,706 shares; 2026Q1: 7,944 shares 7,944 $510K 0.01% +238 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 13,925 shares; 2025Q1: 15,031 shares; 2025Q2: 12,468 shares; 2025Q3: 14,422 shares; 2025Q4: 3,617 shares; 2026Q1: 3,615 shares 3,615 $505K 0.01% -2 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,217 shares; 2024Q4: 11,359 shares; 2025Q1: 11,540 shares; 2025Q2: 11,825 shares; 2025Q3: 14,255 shares; 2025Q4: 3,436 shares; 2026Q1: 3,392 shares 3,392 $496K 0.01% -44 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,221 shares; 2025Q1: 23,763 shares; 2025Q2: 42,119 shares; 2025Q3: 29,624 shares; 2025Q4: 6,950 shares; 2026Q1: 6,935 shares 6,935 $481K 0.01% -15 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: 16,953 shares; 2024Q4: 18,216 shares; 2025Q1: 16,254 shares; 2025Q2: 22,290 shares; 2025Q3: 23,657 shares; 2025Q4: 7,567 shares; 2026Q1: 7,581 shares 7,581 $469K 0.01% +14 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: 42,515 shares; 2024Q4: 42,393 shares; 2025Q1: 42,457 shares; 2025Q2: 85,014 shares; 2025Q3: 88,581 shares; 2025Q4: 1,952 shares; 2026Q1: 857 shares 857 $461K 0.01% -1,095 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,354 shares; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,543 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares 2,252 $450K 0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 8,885 shares; 2026Q1: 8,885 shares 8,885 $450K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,202 shares; 2025Q1: 4,348 shares; 2025Q2: 4,401 shares; 2025Q3: 3,201 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $444K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 849 shares; 2025Q1: 768 shares; 2025Q2: 707 shares; 2025Q3: 622 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $443K 0.01% 0 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: 527,145 shares; 2024Q4: 1,002,937 shares; 2025Q1: 971,018 shares; 2025Q2: 877,588 shares; 2025Q3: 737,139 shares; 2025Q4: 1,582 shares; 2026Q1: 1,872 shares 1,872 $442K 0.01% +290 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,615 shares; 2025Q1: 9,464 shares; 2025Q2: 7,953 shares; 2025Q3: 7,385 shares; 2025Q4: 5,017 shares; 2026Q1: 5,015 shares 5,015 $439K 0.01% -2 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: 17,557 shares; 2024Q4: 22,099 shares; 2025Q1: 25,385 shares; 2025Q2: 46,129 shares; 2025Q3: 34,090 shares; 2025Q4: not reported; 2026Q1: 907 shares 907 $430K 0.01% new 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: 777,708 shares; 2024Q4: 599,631 shares; 2025Q1: 62,464 shares; 2025Q2: 15,294 shares; 2025Q3: 14,467 shares; 2025Q4: 5,514 shares; 2026Q1: 5,729 shares 5,729 $427K 0.01% +215 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,347 shares; 2025Q1: 3,306 shares; 2025Q2: 3,497 shares; 2025Q3: 4,069 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares 2,215 $418K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,227 shares; 2025Q1: 2,727 shares; 2025Q2: 5,695 shares; 2025Q3: 4,269 shares; 2025Q4: 613 shares; 2026Q1: 316 shares 316 $418K 0.01% -297 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: 17,096 shares; 2024Q4: 36,601 shares; 2025Q1: 36,486 shares; 2025Q2: 34,442 shares; 2025Q3: 34,324 shares; 2025Q4: 5,875 shares; 2026Q1: 5,899 shares 5,899 $414K 0.01% +24 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 35,025 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $412K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,394 shares; 2025Q1: 8,428 shares; 2025Q2: 9,397 shares; 2025Q3: 18,827 shares; 2025Q4: 4,573 shares; 2026Q1: 4,592 shares 4,592 $410K 0.01% +19 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: 211,258 shares; 2024Q4: 385,896 shares; 2025Q1: 294,413 shares; 2025Q2: 261,000 shares; 2025Q3: 284,370 shares; 2025Q4: 4,157 shares; 2026Q1: 5,306 shares 5,306 $406K 0.01% +1,149 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 10,201 shares; 2025Q1: 33,930 shares; 2025Q2: 34,357 shares; 2025Q3: 33,458 shares; 2025Q4: 5,100 shares; 2026Q1: 6,205 shares 6,205 $403K 0.01% +1,105 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 140,705 shares; 2025Q1: 165,521 shares; 2025Q2: 130,830 shares; 2025Q3: 13,364 shares; 2025Q4: 10,014 shares; 2026Q1: 9,607 shares 9,607 $400K 0.01% -407 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,789 shares; 2025Q2: 104,077 shares; 2025Q3: 106,855 shares; 2025Q4: 16,012 shares; 2026Q1: 7,002 shares 7,002 $396K 0.01% -9,010 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,831 shares; 2025Q1: not reported; 2025Q2: 15,345 shares; 2025Q3: 17,085 shares; 2025Q4: 6,864 shares; 2026Q1: 6,311 shares 6,311 $391K 0.01% -553 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 5,002 shares 5,002 $386K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,554 shares; 2024Q4: 714,250 shares; 2025Q1: 686,312 shares; 2025Q2: 833,225 shares; 2025Q3: 1,396,866 shares; 2025Q4: 6,969 shares; 2026Q1: 6,895 shares 6,895 $385K 0.01% -74 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: 11,868 shares; 2024Q4: 12,609 shares; 2025Q1: 96,425 shares; 2025Q2: 62,050 shares; 2025Q3: 60,354 shares; 2025Q4: 2,083 shares; 2026Q1: 2,612 shares 2,612 $382K 0.01% +529 Timeline FOX FOX CORP More: the full row for FOX 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: 8,897 shares; 2025Q3: 8,110 shares; 2025Q4: 6,425 shares; 2026Q1: 7,096 shares 7,096 $377K 0.01% +671 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: 17,326 shares; 2024Q4: 57,787 shares; 2025Q1: 50,115 shares; 2025Q2: 131,585 shares; 2025Q3: 142,414 shares; 2025Q4: 12,128 shares; 2026Q1: 11,917 shares 11,917 $366K 0.01% -211 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: 672,812 shares; 2024Q4: 681,649 shares; 2025Q1: 575,484 shares; 2025Q2: 668,502 shares; 2025Q3: 628,271 shares; 2025Q4: 5,943 shares; 2026Q1: 4,110 shares 4,110 $362K 0.01% -1,833 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: 8,626 shares; 2024Q4: 9,242 shares; 2025Q1: 5,598 shares; 2025Q2: 6,196 shares; 2025Q3: 5,696 shares; 2025Q4: 4,108 shares; 2026Q1: 2,866 shares 2,866 $360K 0.01% -1,242 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: 57,553 shares; 2024Q4: 59,993 shares; 2025Q1: 60,287 shares; 2025Q2: 79,418 shares; 2025Q3: 75,084 shares; 2025Q4: 1,386 shares; 2026Q1: 1,560 shares 1,560 $359K 0.01% +174 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E 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: 23,064 shares; 2025Q3: 21,674 shares; 2025Q4: 20,881 shares; 2026Q1: 20,883 shares 20,883 $356K 0.01% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448,900 shares; 2025Q1: 41,711 shares; 2025Q2: 31,568 shares; 2025Q3: 30,221 shares; 2025Q4: not reported; 2026Q1: 917 shares 917 $356K 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,897 shares; 2024Q4: 34,272 shares; 2025Q1: 33,077 shares; 2025Q2: 33,327 shares; 2025Q3: 32,668 shares; 2025Q4: 4,378 shares; 2026Q1: 5,175 shares 5,175 $350K 0.01% +797 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: 402,605 shares; 2024Q4: 410,857 shares; 2025Q1: 413,125 shares; 2025Q2: 412,698 shares; 2025Q3: 273,040 shares; 2025Q4: not reported; 2026Q1: 2,532 shares 2,532 $344K 0.01% new 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: 333,441 shares; 2024Q4: 391,239 shares; 2025Q1: 382,367 shares; 2025Q2: 367,733 shares; 2025Q3: 361,053 shares; 2025Q4: 7,980 shares; 2026Q1: 10,110 shares 10,110 $339K 0.01% +2,130 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,405 shares; 2024Q4: 99,153 shares; 2025Q1: 102,115 shares; 2025Q2: 98,220 shares; 2025Q3: 87,473 shares; 2025Q4: 3,307 shares; 2026Q1: 3,495 shares 3,495 $337K 0.01% +188 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: 721,252 shares; 2024Q4: 740,672 shares; 2025Q1: 781,041 shares; 2025Q2: 832,485 shares; 2025Q3: 877,995 shares; 2025Q4: 8,643 shares; 2026Q1: 11,677 shares 11,677 $335K 0.01% +3,034 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: 138,932 shares; 2024Q4: 133,244 shares; 2025Q1: 137,231 shares; 2025Q2: 119,171 shares; 2025Q3: 113,977 shares; 2025Q4: 5,715 shares; 2026Q1: 5,810 shares 5,810 $335K 0.01% +95 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: 366,690 shares; 2024Q4: 309,630 shares; 2025Q1: 394,212 shares; 2025Q2: 496,972 shares; 2025Q3: 537,002 shares; 2025Q4: 256,537 shares; 2026Q1: 11,433 shares 11,433 $321K 0.01% -245,104 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,874 shares; 2024Q4: 45,931 shares; 2025Q1: 47,023 shares; 2025Q2: 40,638 shares; 2025Q3: 81,029 shares; 2025Q4: not reported; 2026Q1: 3,393 shares 3,393 $314K 0.01% new 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: 37,698 shares; 2024Q4: 40,285 shares; 2025Q1: 43,195 shares; 2025Q2: 46,690 shares; 2025Q3: 34,666 shares; 2025Q4: not reported; 2026Q1: 1,086 shares 1,086 $312K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 37,532 shares; 2025Q1: 39,261 shares; 2025Q2: 43,151 shares; 2025Q3: 43,747 shares; 2025Q4: 2,902 shares; 2026Q1: 1,969 shares 1,969 $306K 0.01% -933 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,211 shares; 2024Q4: 163,082 shares; 2025Q1: 133,995 shares; 2025Q2: 174,633 shares; 2025Q3: 98,763 shares; 2025Q4: 13,431 shares; 2026Q1: 8,090 shares 8,090 $306K 0.01% -5,341 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,640 shares; 2024Q4: 294,018 shares; 2025Q1: 343,541 shares; 2025Q2: 325,464 shares; 2025Q3: 360,903 shares; 2025Q4: 3,296 shares; 2026Q1: 3,312 shares 3,312 $304K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,641 shares; 2025Q3: 3,164 shares; 2025Q4: not reported; 2026Q1: 2,780 shares 2,780 $302K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,338 shares; 2025Q1: 3,642 shares; 2025Q2: 3,339 shares; 2025Q3: 2,719 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares 2,629 $293K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 26,785 shares; 2025Q1: 25,480 shares; 2025Q2: 25,251 shares; 2025Q3: 25,762 shares; 2025Q4: 41,301 shares; 2026Q1: 41,301 shares 41,301 $287K 0.01% 0 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: 14,570 shares; 2024Q4: 17,170 shares; 2025Q1: 24,209 shares; 2025Q2: 31,488 shares; 2025Q3: 34,869 shares; 2025Q4: 7,889 shares; 2026Q1: 7,420 shares 7,420 $285K 0.01% -469 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,200 shares; 2024Q4: 34,540 shares; 2025Q1: 33,927 shares; 2025Q2: 48,077 shares; 2025Q3: 58,403 shares; 2025Q4: 1,563 shares; 2026Q1: 1,560 shares 1,560 $284K 0.01% -3 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: 5,450 shares; 2024Q4: 5,090 shares; 2025Q1: 4,960 shares; 2025Q2: 4,981 shares; 2025Q3: 5,352 shares; 2025Q4: 927 shares; 2026Q1: 1,034 shares 1,034 $282K 0.01% +107 Timeline IMTM 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: 5,765 shares; 2025Q2: 5,765 shares; 2025Q3: 5,765 shares; 2025Q4: 5,765 shares; 2026Q1: 5,765 shares 5,765 $277K 0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 5,825 shares; 2025Q3: 5,835 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $276K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,527 shares 2,527 $276K 0.01% new 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: 8,866 shares; 2025Q1: 20,751 shares; 2025Q2: 20,951 shares; 2025Q3: 21,058 shares; 2025Q4: 284 shares; 2026Q1: 286 shares 286 $275K 0.01% +2 Timeline STEX STREAMEX CORP More: the full row for STREAMEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,913 shares; 2026Q1: 237,913 shares 237,913 $269K 0.01% 0 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,858 shares 14,858 $266K 0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,509 shares; 2024Q4: 9,597 shares; 2025Q1: 9,642 shares; 2025Q2: 9,571 shares; 2025Q3: 9,821 shares; 2025Q4: 8,565 shares; 2026Q1: 8,568 shares 8,568 $261K 0.01% +3 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,992 shares; 2025Q1: 10,137 shares; 2025Q2: 11,844 shares; 2025Q3: 13,030 shares; 2025Q4: 2,257 shares; 2026Q1: 2,245 shares 2,245 $252K 0.01% -12 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: 59,349 shares; 2024Q4: 60,414 shares; 2025Q1: 60,043 shares; 2025Q2: 59,738 shares; 2025Q3: 56,310 shares; 2025Q4: 910 shares; 2026Q1: 867 shares 867 $252K 0.01% -43 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: 5,812 shares; 2024Q4: 39,267 shares; 2025Q1: 46,558 shares; 2025Q2: 50,666 shares; 2025Q3: 58,597 shares; 2025Q4: 1,219 shares; 2026Q1: 1,200 shares 1,200 $249K 0.01% -19 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: 10,292 shares; 2024Q4: 10,806 shares; 2025Q1: 10,361 shares; 2025Q2: 12,246 shares; 2025Q3: 11,472 shares; 2025Q4: not reported; 2026Q1: 993 shares 993 $245K 0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 1,714 shares; 2025Q2: 1,758 shares; 2025Q3: 1,763 shares; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $243K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU 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: 3,632 shares; 2025Q4: 2,559 shares; 2026Q1: 2,557 shares 2,557 $242K 0.01% -2 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: 10,920 shares; 2024Q4: 11,711 shares; 2025Q1: 11,576 shares; 2025Q2: 11,732 shares; 2025Q3: 12,022 shares; 2025Q4: 1,318 shares; 2026Q1: 520 shares 520 $241K 0.01% -798 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,246 shares; 2025Q1: 3,093 shares; 2025Q2: not reported; 2025Q3: 2,539 shares; 2025Q4: not reported; 2026Q1: 2,046 shares 2,046 $240K 0.01% new 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: 3,752 shares; 2024Q4: 3,618 shares; 2025Q1: 3,769 shares; 2025Q2: 3,881 shares; 2025Q3: 8,982 shares; 2025Q4: 1,896 shares; 2026Q1: 1,613 shares 1,613 $233K 0.01% -283 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: not reported; 2026Q1: 925 shares 925 $227K 0.01% new 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: 134,414 shares; 2024Q4: 134,660 shares; 2025Q1: 136,927 shares; 2025Q2: 83,660 shares; 2025Q3: 83,103 shares; 2025Q4: not reported; 2026Q1: 3,969 shares 3,969 $225K 0.01% new 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: 187,081 shares; 2024Q4: 431,981 shares; 2025Q1: 438,266 shares; 2025Q2: 461,561 shares; 2025Q3: 468,690 shares; 2025Q4: 12,235 shares; 2026Q1: 12,235 shares 12,235 $220K 0.01% 0 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 4,755 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares 3,458 $219K 0.01% 0 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: 1,463 shares; 2024Q4: 1,289 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,558 shares; 2025Q4: not reported; 2026Q1: 577 shares 577 $214K <0.01% new 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: 153,106 shares; 2024Q4: 146,357 shares; 2025Q1: 130,584 shares; 2025Q2: 123,914 shares; 2025Q3: 116,107 shares; 2025Q4: 2,592 shares; 2026Q1: 2,298 shares 2,298 $213K <0.01% -294 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472,217 shares; 2024Q4: 1,600,614 shares; 2025Q1: 1,536,241 shares; 2025Q2: 1,636,112 shares; 2025Q3: 1,633,409 shares; 2025Q4: not reported; 2026Q1: 5,092 shares 5,092 $212K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,464 shares; 2024Q4: 5,003 shares; 2025Q1: 29,596 shares; 2025Q2: 28,988 shares; 2025Q3: 28,396 shares; 2025Q4: 1,042 shares; 2026Q1: 1,024 shares 1,024 $209K <0.01% -18 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 3,099 shares 3,099 $206K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 3,868 shares; 2025Q1: 5,118 shares; 2025Q2: 5,398 shares; 2025Q3: 5,011 shares; 2025Q4: not reported; 2026Q1: 1,527 shares 1,527 $206K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,889 shares; 2025Q1: 6,432 shares; 2025Q2: 6,598 shares; 2025Q3: 5,988 shares; 2025Q4: 3,480 shares; 2026Q1: 3,149 shares 3,149 $206K <0.01% -331 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,204 shares; 2024Q4: 19,370 shares; 2025Q1: 21,668 shares; 2025Q2: 23,884 shares; 2025Q3: 31,071 shares; 2025Q4: 3,315 shares; 2026Q1: 3,836 shares 3,836 $205K <0.01% +521 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: 271,493 shares; 2024Q4: 270,096 shares; 2025Q1: 269,989 shares; 2025Q2: 273,407 shares; 2025Q3: 302,482 shares; 2025Q4: not reported; 2026Q1: 4,420 shares 4,420 $205K <0.01% new Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,183 shares; 2025Q2: 6,116 shares; 2025Q3: 4,267 shares; 2025Q4: 2,751 shares; 2026Q1: 2,852 shares 2,852 $203K <0.01% +101 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $144K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,101 shares; 2025Q1: 18,954 shares; 2025Q2: 20,294 shares; 2025Q3: 20,428 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $131K <0.01% 0 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,583 shares 29,583 $44.1K <0.01% new Timeline