ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618,063 shares; 2024Q4: 1,533,106 shares; 2025Q1: 1,707,760 shares; 2025Q2: 44,844,379 shares; 2025Q3: 44,742,415 shares; 2025Q4: 44,692,407 shares; 2026Q1: 42,722,736 shares 42,722,736 $944M 15.82% -1,969,671 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: 615,447 shares; 2024Q4: 612,840 shares; 2025Q1: 610,575 shares; 2025Q2: 628,940 shares; 2025Q3: 627,781 shares; 2025Q4: 613,947 shares; 2026Q1: 613,291 shares 613,291 $564M 9.45% -656 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: 497,299 shares; 2024Q4: 507,298 shares; 2025Q1: 511,764 shares; 2025Q2: 526,772 shares; 2025Q3: 528,701 shares; 2025Q4: 538,372 shares; 2026Q1: 603,093 shares 603,093 $360M 6.04% +64,721 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,687 shares; 2024Q4: 177,905 shares; 2025Q1: 167,007 shares; 2025Q2: 313,855 shares; 2025Q3: 312,812 shares; 2025Q4: 301,399 shares; 2026Q1: 314,728 shares 314,728 $205M 3.43% +13,329 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: 615,888 shares; 2024Q4: 618,975 shares; 2025Q1: 593,464 shares; 2025Q2: 669,401 shares; 2025Q3: 665,001 shares; 2025Q4: 643,577 shares; 2026Q1: 632,673 shares 632,673 $161M 2.69% -10,904 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: 1,333,155 shares; 2024Q4: 1,359,821 shares; 2025Q1: 1,445,159 shares; 2025Q2: 1,749,308 shares; 2025Q3: 1,861,216 shares; 2025Q4: 1,964,506 shares; 2026Q1: 2,336,037 shares 2,336,037 $150M 2.51% +371,531 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050,514 shares; 2024Q4: 1,043,404 shares; 2025Q1: 1,118,864 shares; 2025Q2: 1,188,453 shares; 2025Q3: 1,223,743 shares; 2025Q4: 1,255,269 shares; 2026Q1: 1,454,358 shares 1,454,358 $142M 2.39% +199,089 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: 318,673 shares; 2024Q4: 321,456 shares; 2025Q1: 308,276 shares; 2025Q2: 332,258 shares; 2025Q3: 333,855 shares; 2025Q4: 320,860 shares; 2026Q1: 335,403 shares 335,403 $124M 2.08% +14,543 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: 455,908 shares; 2024Q4: 452,795 shares; 2025Q1: 433,590 shares; 2025Q2: 470,764 shares; 2025Q3: 466,102 shares; 2025Q4: 430,102 shares; 2026Q1: 426,925 shares 426,925 $123M 2.06% -3,177 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: 1,704,043 shares; 2024Q4: 1,720,635 shares; 2025Q1: 1,687,239 shares; 2025Q2: 1,613,259 shares; 2025Q3: 1,625,570 shares; 2025Q4: 1,661,688 shares; 2026Q1: 1,942,042 shares 1,942,042 $110M 1.84% +280,354 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: 146,910 shares; 2024Q4: 141,159 shares; 2025Q1: 139,535 shares; 2025Q2: 152,782 shares; 2025Q3: 154,565 shares; 2025Q4: 154,615 shares; 2026Q1: 154,064 shares 154,064 $101M 1.69% -551 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: 378,272 shares; 2024Q4: 377,698 shares; 2025Q1: 358,657 shares; 2025Q2: 377,332 shares; 2025Q3: 376,191 shares; 2025Q4: 378,935 shares; 2026Q1: 388,455 shares 388,455 $80.9M 1.36% +9,520 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: 16,294 shares; 2024Q4: 16,547 shares; 2025Q1: 17,888 shares; 2025Q2: 738,097 shares; 2025Q3: 739,801 shares; 2025Q4: 744,431 shares; 2026Q1: 754,871 shares 754,871 $74.9M 1.26% +10,440 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: 72,196 shares; 2024Q4: 70,523 shares; 2025Q1: 67,941 shares; 2025Q2: 80,032 shares; 2025Q3: 77,062 shares; 2025Q4: 74,728 shares; 2026Q1: 76,719 shares 76,719 $43.9M 0.74% +1,991 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: 209,419 shares; 2024Q4: 216,934 shares; 2025Q1: 202,945 shares; 2025Q2: 182,385 shares; 2025Q3: 174,808 shares; 2025Q4: 339,162 shares; 2026Q1: 311,221 shares 311,221 $41.4M 0.69% -27,941 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: 86,211 shares; 2024Q4: 88,645 shares; 2025Q1: 18,352 shares; 2025Q2: 19,896 shares; 2025Q3: 19,484 shares; 2025Q4: 18,348 shares; 2026Q1: 92,111 shares 92,111 $39.3M 0.66% +73,763 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034,599 shares; 2024Q4: 953,349 shares; 2025Q1: 769,532 shares; 2025Q2: 697,962 shares; 2025Q3: 627,317 shares; 2025Q4: 613,330 shares; 2026Q1: 630,940 shares 630,940 $36.9M 0.62% +17,610 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,263 shares; 2024Q4: 282,761 shares; 2025Q1: 310,924 shares; 2025Q2: 327,350 shares; 2025Q3: 377,720 shares; 2025Q4: 595,811 shares; 2026Q1: 733,944 shares 733,944 $36.6M 0.61% +138,133 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,387 shares; 2024Q4: 373,536 shares; 2025Q1: 384,552 shares; 2025Q2: 498,530 shares; 2025Q3: 540,385 shares; 2025Q4: 568,676 shares; 2026Q1: 673,377 shares 673,377 $36.4M 0.61% +104,701 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: 16,713 shares; 2024Q4: 23,114 shares; 2025Q1: 21,975 shares; 2025Q2: 25,822 shares; 2025Q3: 28,037 shares; 2025Q4: 24,311 shares; 2026Q1: 185,027 shares 185,027 $36.3M 0.61% +160,716 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,741 shares; 2024Q4: 328,891 shares; 2025Q1: 341,351 shares; 2025Q2: 369,000 shares; 2025Q3: 383,150 shares; 2025Q4: 405,781 shares; 2026Q1: 443,111 shares 443,111 $35.1M 0.59% +37,330 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: 125,193 shares; 2024Q4: 121,549 shares; 2025Q1: 113,474 shares; 2025Q2: 113,208 shares; 2025Q3: 112,894 shares; 2025Q4: 114,118 shares; 2026Q1: 114,239 shares 114,239 $34.5M 0.58% +121 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: 3,130 shares; 2024Q4: 3,770 shares; 2025Q1: 4,036 shares; 2025Q2: 30,828 shares; 2025Q3: 4,714 shares; 2025Q4: 5,950 shares; 2026Q1: 57,268 shares 57,268 $33.1M 0.55% +51,318 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,976 shares; 2024Q4: 181,743 shares; 2025Q1: 180,693 shares; 2025Q2: 239,739 shares; 2025Q3: 232,592 shares; 2025Q4: 220,459 shares; 2026Q1: 217,294 shares 217,294 $32.2M 0.54% -3,165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127,401 shares 1,127,401 $31.4M 0.53% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,791 shares; 2024Q4: 71,511 shares; 2025Q1: 82,616 shares; 2025Q2: 88,151 shares; 2025Q3: 103,202 shares; 2025Q4: 102,869 shares; 2026Q1: 105,777 shares 105,777 $31.2M 0.52% +2,908 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: 105,690 shares; 2024Q4: 102,402 shares; 2025Q1: 94,687 shares; 2025Q2: 105,023 shares; 2025Q3: 110,405 shares; 2025Q4: 107,676 shares; 2026Q1: 105,080 shares 105,080 $30.9M 0.52% -2,596 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,043 shares; 2024Q4: 292,326 shares; 2025Q1: 299,045 shares; 2025Q2: 307,493 shares; 2025Q3: 322,953 shares; 2025Q4: 331,540 shares; 2026Q1: 372,583 shares 372,583 $30.8M 0.52% +41,043 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: 319,738 shares; 2024Q4: 318,117 shares; 2025Q1: 271,603 shares; 2025Q2: 398,183 shares; 2025Q3: 389,896 shares; 2025Q4: 360,749 shares; 2026Q1: 333,156 shares 333,156 $30.2M 0.51% -27,593 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: 71,757 shares; 2024Q4: 68,705 shares; 2025Q1: 69,503 shares; 2025Q2: 118,518 shares; 2025Q3: 116,615 shares; 2025Q4: 115,729 shares; 2026Q1: 114,258 shares 114,258 $28.3M 0.47% -1,471 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,210 shares; 2024Q4: 105,570 shares; 2025Q1: 116,290 shares; 2025Q2: 636,044 shares; 2025Q3: 692,124 shares; 2025Q4: 747,647 shares; 2026Q1: 847,863 shares 847,863 $28.2M 0.47% +100,216 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,499 shares; 2024Q4: 289,339 shares; 2025Q1: 299,246 shares; 2025Q2: 310,219 shares; 2025Q3: 362,802 shares; 2025Q4: 281,586 shares; 2026Q1: 262,352 shares 262,352 $27.9M 0.47% -19,234 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: 24,403 shares; 2024Q4: 25,000 shares; 2025Q1: 23,719 shares; 2025Q2: 32,322 shares; 2025Q3: 32,275 shares; 2025Q4: 31,075 shares; 2026Q1: 27,634 shares 27,634 $27.5M 0.46% -3,441 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,243 shares; 2024Q4: 278,040 shares; 2025Q1: 700,592 shares; 2025Q2: 609,368 shares; 2025Q3: 494,953 shares; 2025Q4: 487,911 shares; 2026Q1: 825,692 shares 825,692 $27.4M 0.46% +337,781 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: 142,857 shares; 2024Q4: 134,248 shares; 2025Q1: 129,563 shares; 2025Q2: 128,546 shares; 2025Q3: 129,831 shares; 2025Q4: 123,953 shares; 2026Q1: 122,893 shares 122,893 $26.7M 0.45% -1,060 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,804 shares 181,804 $26.4M 0.44% new 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: 126,741 shares; 2024Q4: 122,064 shares; 2025Q1: 116,136 shares; 2025Q2: 115,750 shares; 2025Q3: 113,862 shares; 2025Q4: 109,691 shares; 2026Q1: 107,099 shares 107,099 $26.2M 0.44% -2,592 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: 454,319 shares; 2024Q4: 416,889 shares; 2025Q1: 369,908 shares; 2025Q2: 361,200 shares; 2025Q3: 345,758 shares; 2025Q4: 338,864 shares; 2026Q1: 325,725 shares 325,725 $25.9M 0.43% -13,139 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,491 shares; 2024Q4: 617,950 shares; 2025Q1: 633,126 shares; 2025Q2: 709,035 shares; 2025Q3: 701,798 shares; 2025Q4: 717,991 shares; 2026Q1: 869,249 shares 869,249 $25.3M 0.42% +151,258 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,013 shares; 2024Q4: 327,548 shares; 2025Q1: 331,801 shares; 2025Q2: 1,469,685 shares; 2025Q3: 1,482,223 shares; 2025Q4: 1,488,832 shares; 2026Q1: 416,247 shares 416,247 $24.8M 0.42% -1,072,585 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,937 shares; 2024Q4: 149,587 shares; 2025Q1: 101,001 shares; 2025Q2: 75,814 shares; 2025Q3: 69,923 shares; 2025Q4: 67,528 shares; 2026Q1: 75,050 shares 75,050 $23.9M 0.4% +7,522 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 79,009 shares; 2025Q1: 73,442 shares; 2025Q2: 64,252 shares; 2025Q3: 106,862 shares; 2025Q4: 360,587 shares; 2026Q1: 443,687 shares 443,687 $23.1M 0.39% +83,100 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: 43,639 shares; 2024Q4: 41,226 shares; 2025Q1: 40,064 shares; 2025Q2: 42,802 shares; 2025Q3: 43,283 shares; 2025Q4: 46,303 shares; 2026Q1: 46,603 shares 46,603 $22.9M 0.38% +300 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: 283,706 shares; 2024Q4: 247,960 shares; 2025Q1: 297,713 shares; 2025Q2: 342,693 shares; 2025Q3: 347,615 shares; 2025Q4: 328,660 shares; 2026Q1: 315,698 shares 315,698 $22.7M 0.38% -12,962 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,837 shares; 2024Q4: 1,132,540 shares; 2025Q1: 1,251,355 shares; 2025Q2: 1,463,973 shares; 2025Q3: 1,494,661 shares; 2025Q4: 1,405,668 shares; 2026Q1: 2,049,169 shares 2,049,169 $22.5M 0.38% +643,501 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: 156,485 shares; 2024Q4: 148,758 shares; 2025Q1: 137,646 shares; 2025Q2: 134,077 shares; 2025Q3: 129,464 shares; 2025Q4: 128,224 shares; 2026Q1: 129,290 shares 129,290 $21.9M 0.37% +1,066 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791,529 shares; 2024Q4: 1,773,598 shares; 2025Q1: 1,752,367 shares; 2025Q2: 1,547,218 shares; 2025Q3: 1,498,816 shares; 2025Q4: 1,209,446 shares; 2026Q1: 753,667 shares 753,667 $21.8M 0.37% -455,779 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,346 shares; 2024Q4: 111,506 shares; 2025Q1: 113,606 shares; 2025Q2: 117,995 shares; 2025Q3: 115,011 shares; 2025Q4: 137,265 shares; 2026Q1: 117,025 shares 117,025 $21M 0.35% -20,240 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: 334,513 shares; 2024Q4: 363,101 shares; 2025Q1: not reported; 2025Q2: 128,655 shares; 2025Q3: 125,410 shares; 2025Q4: 109,734 shares; 2026Q1: 118,099 shares 118,099 $20.6M 0.35% +8,365 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,123 shares; 2024Q4: 142,195 shares; 2025Q1: 151,969 shares; 2025Q2: 177,239 shares; 2025Q3: 183,379 shares; 2025Q4: 177,574 shares; 2026Q1: 173,583 shares 173,583 $19.9M 0.33% -3,991 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: 119,902 shares; 2024Q4: 116,531 shares; 2025Q1: 122,960 shares; 2025Q2: 169,722 shares; 2025Q3: 168,460 shares; 2025Q4: 162,591 shares; 2026Q1: 161,744 shares 161,744 $19.5M 0.33% -847 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: 134,660 shares; 2024Q4: 198,677 shares; 2025Q1: 198,635 shares; 2025Q2: 210,554 shares; 2025Q3: 209,424 shares; 2025Q4: 217,432 shares; 2026Q1: 229,509 shares 229,509 $18.8M 0.31% +12,077 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,230 shares; 2024Q4: 254,254 shares; 2025Q1: 302,531 shares; 2025Q2: 373,843 shares; 2025Q3: 418,943 shares; 2025Q4: 413,350 shares; 2026Q1: 430,224 shares 430,224 $18.3M 0.31% +16,874 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,450 shares 72,450 $18M 0.3% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 11,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,759 shares; 2025Q4: 165,156 shares; 2026Q1: 299,733 shares 299,733 $18M 0.3% +134,577 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443,655 shares 443,655 $17.8M 0.3% new 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: 67,402 shares; 2024Q4: 55,459 shares; 2025Q1: 48,388 shares; 2025Q2: 39,658 shares; 2025Q3: 61,167 shares; 2025Q4: 67,416 shares; 2026Q1: 82,798 shares 82,798 $17.1M 0.29% +15,382 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: 341,248 shares; 2024Q4: 344,876 shares; 2025Q1: 350,183 shares; 2025Q2: 346,945 shares; 2025Q3: 336,491 shares; 2025Q4: 326,397 shares; 2026Q1: 330,400 shares 330,400 $17M 0.28% +4,003 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,156 shares; 2024Q4: 125,409 shares; 2025Q1: 132,189 shares; 2025Q2: 140,767 shares; 2025Q3: 147,115 shares; 2025Q4: 151,439 shares; 2026Q1: 147,903 shares 147,903 $16.9M 0.28% -3,536 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,684 shares; 2024Q4: 206,764 shares; 2025Q1: 205,180 shares; 2025Q2: 210,374 shares; 2025Q3: 207,545 shares; 2025Q4: 209,036 shares; 2026Q1: 205,339 shares 205,339 $16.8M 0.28% -3,697 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907,648 shares; 2024Q4: 909,075 shares; 2025Q1: 942,911 shares; 2025Q2: 821,810 shares; 2025Q3: 791,995 shares; 2025Q4: 555,662 shares; 2026Q1: 420,204 shares 420,204 $16.5M 0.28% -135,458 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: 80,190 shares; 2024Q4: 80,591 shares; 2025Q1: 74,263 shares; 2025Q2: 68,616 shares; 2025Q3: 80,188 shares; 2025Q4: 83,865 shares; 2026Q1: 87,279 shares 87,279 $16.3M 0.27% +3,414 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: 71,474 shares; 2024Q4: 71,218 shares; 2025Q1: 67,955 shares; 2025Q2: 75,597 shares; 2025Q3: 73,387 shares; 2025Q4: 83,854 shares; 2026Q1: 85,178 shares 85,178 $16.1M 0.27% +1,324 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 40,492 shares; 2025Q4: 48,808 shares; 2026Q1: 63,455 shares 63,455 $15.9M 0.27% +14,647 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: 12,852 shares; 2024Q4: 12,903 shares; 2025Q1: 12,972 shares; 2025Q2: 37,803 shares; 2025Q3: 39,467 shares; 2025Q4: 38,815 shares; 2026Q1: 64,591 shares 64,591 $15.7M 0.26% +25,776 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,794 shares; 2024Q4: 190,593 shares; 2025Q1: 200,906 shares; 2025Q2: 220,270 shares; 2025Q3: 238,092 shares; 2025Q4: 273,409 shares; 2026Q1: 327,169 shares 327,169 $15.4M 0.26% +53,760 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,980 shares; 2024Q4: 16,854 shares; 2025Q1: 11,491 shares; 2025Q2: 9,803 shares; 2025Q3: 8,580 shares; 2025Q4: 82,049 shares; 2026Q1: 401,739 shares 401,739 $15M 0.25% +319,690 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: 325,296 shares; 2024Q4: 316,680 shares; 2025Q1: 320,943 shares; 2025Q2: 326,613 shares; 2025Q3: 330,516 shares; 2025Q4: 312,667 shares; 2026Q1: 295,786 shares 295,786 $14.8M 0.25% -16,881 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: 39,663 shares; 2024Q4: 40,471 shares; 2025Q1: 39,239 shares; 2025Q2: 53,050 shares; 2025Q3: 54,756 shares; 2025Q4: 52,704 shares; 2026Q1: 51,471 shares 51,471 $14.8M 0.25% -1,233 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,371 shares; 2024Q4: 342,258 shares; 2025Q1: 379,283 shares; 2025Q2: 334,495 shares; 2025Q3: 317,536 shares; 2025Q4: 315,070 shares; 2026Q1: 296,271 shares 296,271 $14.6M 0.25% -18,799 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 29,200 shares; 2025Q1: 37,419 shares; 2025Q2: 41,227 shares; 2025Q3: 42,835 shares; 2025Q4: 40,522 shares; 2026Q1: 38,336 shares 38,336 $14.6M 0.24% -2,186 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: 17,883 shares; 2025Q1: 16,916 shares; 2025Q2: 18,005 shares; 2025Q3: 17,922 shares; 2025Q4: 15,616 shares; 2026Q1: 14,647 shares 14,647 $14.1M 0.24% -969 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: 30,017 shares; 2024Q4: 27,566 shares; 2025Q1: 26,444 shares; 2025Q2: 24,966 shares; 2025Q3: 24,455 shares; 2025Q4: 23,068 shares; 2026Q1: 22,988 shares 22,988 $13.9M 0.23% -80 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: 331,599 shares; 2024Q4: 337,906 shares; 2025Q1: 365,904 shares; 2025Q2: 403,763 shares; 2025Q3: 404,589 shares; 2025Q4: 379,124 shares; 2026Q1: 393,157 shares 393,157 $13.8M 0.23% +14,033 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,205 shares; 2024Q4: 81,877 shares; 2025Q1: 80,347 shares; 2025Q2: 117,568 shares; 2025Q3: 118,827 shares; 2025Q4: 108,190 shares; 2026Q1: 112,302 shares 112,302 $13.6M 0.23% +4,112 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: 15,813 shares; 2024Q4: 17,833 shares; 2025Q1: 17,833 shares; 2025Q2: 18,070 shares; 2025Q3: 18,000 shares; 2025Q4: 219,085 shares; 2026Q1: 349,548 shares 349,548 $13.4M 0.23% +130,463 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,299 shares; 2024Q4: 85,263 shares; 2025Q1: 80,307 shares; 2025Q2: 71,990 shares; 2025Q3: 67,929 shares; 2025Q4: 139,692 shares; 2026Q1: 121,146 shares 121,146 $13.2M 0.22% -18,546 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: 114,674 shares; 2024Q4: 112,422 shares; 2025Q1: 112,580 shares; 2025Q2: 109,139 shares; 2025Q3: 106,542 shares; 2025Q4: 98,560 shares; 2026Q1: 99,240 shares 99,240 $13.1M 0.22% +680 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: 56,153 shares; 2024Q4: 54,443 shares; 2025Q1: 50,979 shares; 2025Q2: 53,643 shares; 2025Q3: 50,072 shares; 2025Q4: 47,266 shares; 2026Q1: 48,387 shares 48,387 $13.1M 0.22% +1,121 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: 346,908 shares; 2024Q4: 299,392 shares; 2025Q1: 330,736 shares; 2025Q2: 431,934 shares; 2025Q3: 426,639 shares; 2025Q4: 410,773 shares; 2026Q1: 466,061 shares 466,061 $13.1M 0.22% +55,288 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,654 shares; 2024Q4: 67,077 shares; 2025Q1: 69,341 shares; 2025Q2: 64,982 shares; 2025Q3: 62,424 shares; 2025Q4: 61,499 shares; 2026Q1: 60,115 shares 60,115 $12.9M 0.22% -1,384 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,937 shares; 2024Q4: 116,526 shares; 2025Q1: 115,611 shares; 2025Q2: 135,960 shares; 2025Q3: 133,866 shares; 2025Q4: 131,475 shares; 2026Q1: 132,226 shares 132,226 $12.9M 0.22% +751 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: 25,762 shares; 2024Q4: 29,212 shares; 2025Q1: 29,123 shares; 2025Q2: 67,683 shares; 2025Q3: 66,542 shares; 2025Q4: 69,083 shares; 2026Q1: 87,024 shares 87,024 $12.8M 0.21% +17,941 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,956 shares; 2024Q4: 255,067 shares; 2025Q1: 253,991 shares; 2025Q2: 261,317 shares; 2025Q3: 260,296 shares; 2025Q4: 256,122 shares; 2026Q1: 257,854 shares 257,854 $12.6M 0.21% +1,732 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: 206,914 shares; 2024Q4: 199,637 shares; 2025Q1: 196,892 shares; 2025Q2: 204,028 shares; 2025Q3: 220,603 shares; 2025Q4: 200,632 shares; 2026Q1: 206,997 shares 206,997 $12.6M 0.21% +6,365 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: 97,261 shares; 2024Q4: 100,040 shares; 2025Q1: 118,228 shares; 2025Q2: 289,122 shares; 2025Q3: 288,199 shares; 2025Q4: 203,855 shares; 2026Q1: 183,578 shares 183,578 $12.4M 0.21% -20,277 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: 45,281 shares; 2024Q4: 25,539 shares; 2025Q1: 23,390 shares; 2025Q2: 24,000 shares; 2025Q3: 23,780 shares; 2025Q4: 22,657 shares; 2026Q1: 21,960 shares 21,960 $12.4M 0.21% -697 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: 172,639 shares; 2024Q4: 158,633 shares; 2025Q1: 155,782 shares; 2025Q2: 161,795 shares; 2025Q3: 177,076 shares; 2025Q4: 180,486 shares; 2026Q1: 181,872 shares 181,872 $12M 0.2% +1,386 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,547 shares; 2024Q4: 20,225 shares; 2025Q1: 19,965 shares; 2025Q2: 21,376 shares; 2025Q3: 20,775 shares; 2025Q4: 20,058 shares; 2026Q1: 19,167 shares 19,167 $11.8M 0.2% -891 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 24,968 shares; 2025Q1: 24,572 shares; 2025Q2: 25,711 shares; 2025Q3: 26,031 shares; 2025Q4: 32,364 shares; 2026Q1: 45,861 shares 45,861 $11.8M 0.2% +13,497 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,870 shares; 2024Q4: 106,641 shares; 2025Q1: 101,847 shares; 2025Q2: 90,814 shares; 2025Q3: 84,218 shares; 2025Q4: 85,499 shares; 2026Q1: 79,975 shares 79,975 $11.7M 0.2% -5,524 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: not reported; 2024Q4: 152,447 shares; 2025Q1: 310,142 shares; 2025Q2: 394,531 shares; 2025Q3: 405,898 shares; 2025Q4: 401,250 shares; 2026Q1: 446,501 shares 446,501 $11.6M 0.19% +45,251 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: 15,454 shares; 2024Q4: 15,448 shares; 2025Q1: 15,448 shares; 2025Q2: 45,338 shares; 2025Q3: 31,779 shares; 2025Q4: 31,779 shares; 2026Q1: 31,729 shares 31,729 $11.3M 0.19% -50 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,036 shares; 2024Q4: 255,447 shares; 2025Q1: 253,117 shares; 2025Q2: 257,322 shares; 2025Q3: 252,208 shares; 2025Q4: 244,509 shares; 2026Q1: 242,283 shares 242,283 $11.1M 0.19% -2,226 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: 10,258 shares; 2024Q4: 64,990 shares; 2025Q1: 75,415 shares; 2025Q2: 104,061 shares; 2025Q3: 107,662 shares; 2025Q4: 93,351 shares; 2026Q1: 93,637 shares 93,637 $11.1M 0.19% +286 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: 31,890 shares; 2024Q4: 35,919 shares; 2025Q1: 35,691 shares; 2025Q2: 35,834 shares; 2025Q3: 36,942 shares; 2025Q4: 37,155 shares; 2026Q1: 35,354 shares 35,354 $11M 0.18% -1,801 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: 67,582 shares; 2024Q4: 67,920 shares; 2025Q1: 64,016 shares; 2025Q2: 64,789 shares; 2025Q3: 64,538 shares; 2025Q4: 60,994 shares; 2026Q1: 60,935 shares 60,935 $11M 0.18% -59 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: 3,409 shares; 2024Q4: 2,949 shares; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 14,735 shares; 2025Q4: 89,549 shares; 2026Q1: 108,895 shares 108,895 $10.9M 0.18% +19,346 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,922 shares; 2025Q4: 80,202 shares; 2026Q1: 97,515 shares 97,515 $10.8M 0.18% +17,313 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: 10,325 shares; 2024Q4: 10,691 shares; 2025Q1: 10,869 shares; 2025Q2: 19,340 shares; 2025Q3: 19,933 shares; 2025Q4: 18,845 shares; 2026Q1: 21,524 shares 21,524 $10.8M 0.18% +2,679 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: 3,547 shares; 2024Q4: 3,567 shares; 2025Q1: 3,216 shares; 2025Q2: 11,882 shares; 2025Q3: 12,244 shares; 2025Q4: 120,537 shares; 2026Q1: 110,166 shares 110,166 $10.6M 0.18% -10,371 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: 117,685 shares; 2024Q4: 113,971 shares; 2025Q1: 113,120 shares; 2025Q2: 111,478 shares; 2025Q3: 110,771 shares; 2025Q4: 106,502 shares; 2026Q1: 103,123 shares 103,123 $10.6M 0.18% -3,379 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: 63,127 shares; 2024Q4: 86,603 shares; 2025Q1: 75,116 shares; 2025Q2: 67,798 shares; 2025Q3: 68,614 shares; 2025Q4: 87,167 shares; 2026Q1: 69,172 shares 69,172 $10.5M 0.18% -17,995 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: 46,047 shares; 2024Q4: 49,897 shares; 2025Q1: 49,834 shares; 2025Q2: 99,281 shares; 2025Q3: 100,484 shares; 2025Q4: 88,329 shares; 2026Q1: 83,082 shares 83,082 $10.3M 0.17% -5,247 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,489 shares; 2025Q2: 173,487 shares; 2025Q3: 177,086 shares; 2025Q4: 171,195 shares; 2026Q1: 239,430 shares 239,430 $10.3M 0.17% +68,235 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: 3,053 shares; 2024Q4: 3,309 shares; 2025Q1: 2,549 shares; 2025Q2: 25,373 shares; 2025Q3: 42,812 shares; 2025Q4: 44,464 shares; 2026Q1: 49,024 shares 49,024 $10.2M 0.17% +4,560 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,700 shares; 2024Q4: 85,476 shares; 2025Q1: 80,863 shares; 2025Q2: 110,223 shares; 2025Q3: 108,875 shares; 2025Q4: 107,869 shares; 2026Q1: 62,525 shares 62,525 $10.1M 0.17% -45,344 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,451 shares; 2024Q4: 42,514 shares; 2025Q1: 40,783 shares; 2025Q2: 35,967 shares; 2025Q3: 35,666 shares; 2025Q4: 39,067 shares; 2026Q1: 45,874 shares 45,874 $9.97M 0.17% +6,807 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: 4,189 shares; 2024Q4: 4,041 shares; 2025Q1: 4,213 shares; 2025Q2: 6,937 shares; 2025Q3: 27,716 shares; 2025Q4: 29,407 shares; 2026Q1: 30,564 shares 30,564 $9.96M 0.17% +1,157 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 243,055 shares; 2025Q1: 270,705 shares; 2025Q2: 392,975 shares; 2025Q3: 395,046 shares; 2025Q4: 371,069 shares; 2026Q1: 441,912 shares 441,912 $9.94M 0.17% +70,843 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: 359,466 shares; 2024Q4: 371,586 shares; 2025Q1: 362,820 shares; 2025Q2: 353,179 shares; 2025Q3: 263,047 shares; 2025Q4: 122,253 shares; 2026Q1: 87,267 shares 87,267 $9.9M 0.17% -34,986 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: 220,321 shares; 2024Q4: 215,451 shares; 2025Q1: 212,137 shares; 2025Q2: 221,201 shares; 2025Q3: 169,853 shares; 2025Q4: 149,796 shares; 2026Q1: 127,453 shares 127,453 $9.89M 0.17% -22,343 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: 49,497 shares; 2024Q4: 46,008 shares; 2025Q1: 46,104 shares; 2025Q2: 78,210 shares; 2025Q3: 99,621 shares; 2025Q4: 97,573 shares; 2026Q1: 86,772 shares 86,772 $9.81M 0.16% -10,801 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: 561,883 shares; 2024Q4: 609,611 shares; 2025Q1: 684,885 shares; 2025Q2: 795,527 shares; 2025Q3: 821,931 shares; 2025Q4: 820,067 shares; 2026Q1: 846,484 shares 846,484 $9.77M 0.16% +26,417 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: 241,921 shares; 2024Q4: 269,512 shares; 2025Q1: 285,305 shares; 2025Q2: 353,175 shares; 2025Q3: 318,830 shares; 2025Q4: 167,030 shares; 2026Q1: 151,960 shares 151,960 $9.74M 0.16% -15,070 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,398 shares; 2024Q4: 43,200 shares; 2025Q1: 43,860 shares; 2025Q2: 45,741 shares; 2025Q3: 46,297 shares; 2025Q4: 44,888 shares; 2026Q1: 52,670 shares 52,670 $9.71M 0.16% +7,782 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: 110,837 shares; 2024Q4: 113,205 shares; 2025Q1: not reported; 2025Q2: 52,688 shares; 2025Q3: 43,235 shares; 2025Q4: 37,430 shares; 2026Q1: 28,635 shares 28,635 $9.68M 0.16% -8,795 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,101 shares; 2025Q1: 5,100 shares; 2025Q2: 99,829 shares; 2025Q3: 85,184 shares; 2025Q4: 82,625 shares; 2026Q1: 77,136 shares 77,136 $9.47M 0.16% -5,489 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 24,009 shares; 2025Q1: 22,782 shares; 2025Q2: 20,994 shares; 2025Q3: 29,599 shares; 2025Q4: 33,430 shares; 2026Q1: 34,808 shares 34,808 $9.43M 0.16% +1,378 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,730 shares; 2024Q4: 94,263 shares; 2025Q1: 90,644 shares; 2025Q2: 86,428 shares; 2025Q3: 84,271 shares; 2025Q4: 162,328 shares; 2026Q1: 153,064 shares 153,064 $9.38M 0.16% -9,264 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: 88,628 shares; 2024Q4: 78,508 shares; 2025Q1: 78,817 shares; 2025Q2: 79,256 shares; 2025Q3: 81,511 shares; 2025Q4: 78,535 shares; 2026Q1: 75,415 shares 75,415 $9.37M 0.16% -3,120 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,325 shares; 2024Q4: 304,462 shares; 2025Q1: 342,522 shares; 2025Q2: 371,573 shares; 2025Q3: 438,795 shares; 2025Q4: 416,106 shares; 2026Q1: 499,165 shares 499,165 $9.32M 0.16% +83,059 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,070 shares; 2024Q4: 26,429 shares; 2025Q1: 24,877 shares; 2025Q2: 21,725 shares; 2025Q3: 21,736 shares; 2025Q4: 24,995 shares; 2026Q1: 29,423 shares 29,423 $8.89M 0.15% +4,428 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 3,999 shares; 2025Q1: 3,763 shares; 2025Q2: 6,903 shares; 2025Q3: 12,154 shares; 2025Q4: 50,785 shares; 2026Q1: 241,278 shares 241,278 $8.87M 0.15% +190,493 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: 59,933 shares; 2024Q4: 54,502 shares; 2025Q1: 58,136 shares; 2025Q2: 84,057 shares; 2025Q3: 95,332 shares; 2025Q4: 86,796 shares; 2026Q1: 61,385 shares 61,385 $8.87M 0.15% -25,411 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: 72,279 shares; 2024Q4: 70,346 shares; 2025Q1: 68,441 shares; 2025Q2: 64,901 shares; 2025Q3: 62,903 shares; 2025Q4: 59,385 shares; 2026Q1: 56,906 shares 56,906 $8.84M 0.15% -2,479 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: 109,581 shares; 2024Q4: 113,284 shares; 2025Q1: 107,125 shares; 2025Q2: 93,378 shares; 2025Q3: 90,221 shares; 2025Q4: 87,879 shares; 2026Q1: 78,659 shares 78,659 $8.72M 0.15% -9,220 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: 15,369 shares; 2024Q4: 14,532 shares; 2025Q1: 14,225 shares; 2025Q2: 16,989 shares; 2025Q3: 18,545 shares; 2025Q4: 18,070 shares; 2026Q1: 18,187 shares 18,187 $8.72M 0.15% +117 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 20,624 shares; 2025Q3: 20,621 shares; 2025Q4: 18,302 shares; 2026Q1: 20,617 shares 20,617 $8.59M 0.14% +2,315 Timeline IOO 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: 259,348 shares; 2024Q4: 212,375 shares; 2025Q1: 161,575 shares; 2025Q2: 93,516 shares; 2025Q3: 104,177 shares; 2025Q4: 74,472 shares; 2026Q1: 70,580 shares 70,580 $8.54M 0.14% -3,892 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: 2,323 shares; 2024Q4: 2,476 shares; 2025Q1: 2,140 shares; 2025Q2: 4,693 shares; 2025Q3: 20,961 shares; 2025Q4: 24,300 shares; 2026Q1: 26,400 shares 26,400 $8.52M 0.14% +2,100 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: 59,547 shares; 2024Q4: 55,255 shares; 2025Q1: 57,347 shares; 2025Q2: 85,935 shares; 2025Q3: 85,428 shares; 2025Q4: 85,127 shares; 2026Q1: 87,455 shares 87,455 $8.49M 0.14% +2,328 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: 45,086 shares; 2024Q4: 45,102 shares; 2025Q1: 43,429 shares; 2025Q2: 43,954 shares; 2025Q3: 51,623 shares; 2025Q4: 53,518 shares; 2026Q1: 34,492 shares 34,492 $8.38M 0.14% -19,026 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,784 shares; 2025Q4: 121,073 shares; 2026Q1: 135,630 shares 135,630 $8.3M 0.14% +14,557 Timeline HYMB 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: 246,068 shares; 2024Q4: 257,835 shares; 2025Q1: 294,871 shares; 2025Q2: 303,142 shares; 2025Q3: 328,376 shares; 2025Q4: 306,032 shares; 2026Q1: 332,193 shares 332,193 $8.24M 0.14% +26,161 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: 27,630 shares; 2024Q4: 24,843 shares; 2025Q1: 22,703 shares; 2025Q2: 19,452 shares; 2025Q3: 17,099 shares; 2025Q4: 16,496 shares; 2026Q1: 15,272 shares 15,272 $8.22M 0.14% -1,224 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: 40,809 shares; 2024Q4: 39,768 shares; 2025Q1: 37,772 shares; 2025Q2: 37,176 shares; 2025Q3: 35,806 shares; 2025Q4: 34,377 shares; 2026Q1: 33,297 shares 33,297 $8.13M 0.14% -1,080 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 45,374 shares; 2026Q1: 70,377 shares 70,377 $8.13M 0.14% +25,003 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: 48,471 shares; 2024Q4: 49,629 shares; 2025Q1: 47,410 shares; 2025Q2: 47,834 shares; 2025Q3: 47,749 shares; 2025Q4: 44,687 shares; 2026Q1: 45,986 shares 45,986 $8.08M 0.14% +1,299 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: 209,276 shares; 2024Q4: 205,264 shares; 2025Q1: 193,416 shares; 2025Q2: 197,045 shares; 2025Q3: 192,688 shares; 2025Q4: 158,600 shares; 2026Q1: 193,940 shares 193,940 $8.06M 0.14% +35,340 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: 24,904 shares; 2024Q4: 23,023 shares; 2025Q1: 22,131 shares; 2025Q2: 25,935 shares; 2025Q3: 26,440 shares; 2025Q4: 24,532 shares; 2026Q1: 24,328 shares 24,328 $8M 0.13% -204 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: 13,482 shares; 2024Q4: 13,158 shares; 2025Q1: 14,296 shares; 2025Q2: 16,750 shares; 2025Q3: 22,260 shares; 2025Q4: 15,329 shares; 2026Q1: 24,876 shares 24,876 $7.98M 0.13% +9,547 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: 58,043 shares; 2024Q4: 55,423 shares; 2025Q1: 53,946 shares; 2025Q2: 54,281 shares; 2025Q3: 53,101 shares; 2025Q4: 51,058 shares; 2026Q1: 49,938 shares 49,938 $7.98M 0.13% -1,120 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,131 shares; 2024Q4: 448,099 shares; 2025Q1: 456,367 shares; 2025Q2: 472,949 shares; 2025Q3: 467,486 shares; 2025Q4: 471,598 shares; 2026Q1: 434,755 shares 434,755 $7.97M 0.13% -36,843 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: not reported; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 16,653 shares; 2025Q3: 16,652 shares; 2025Q4: 14,818 shares; 2026Q1: 17,202 shares 17,202 $7.64M 0.13% +2,384 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,151 shares; 2024Q4: 70,519 shares; 2025Q1: 61,243 shares; 2025Q2: 58,342 shares; 2025Q3: 56,065 shares; 2025Q4: 53,105 shares; 2026Q1: 52,763 shares 52,763 $7.63M 0.13% -342 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,055 shares; 2024Q4: 50,863 shares; 2025Q1: 50,693 shares; 2025Q2: 50,462 shares; 2025Q3: 54,620 shares; 2025Q4: 54,620 shares; 2026Q1: 55,730 shares 55,730 $7.56M 0.13% +1,110 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,770 shares; 2024Q4: 166,089 shares; 2025Q1: 166,941 shares; 2025Q2: 171,145 shares; 2025Q3: 170,181 shares; 2025Q4: 162,762 shares; 2026Q1: 159,527 shares 159,527 $7.4M 0.12% -3,235 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: 6,446 shares; 2024Q4: 6,470 shares; 2025Q1: 6,144 shares; 2025Q2: 51,977 shares; 2025Q3: 51,073 shares; 2025Q4: 48,593 shares; 2026Q1: 64,294 shares 64,294 $7.39M 0.12% +15,701 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: 2,030 shares; 2024Q4: 2,051 shares; 2025Q1: 2,135 shares; 2025Q2: 33,174 shares; 2025Q3: 34,020 shares; 2025Q4: 31,942 shares; 2026Q1: 34,896 shares 34,896 $7.33M 0.12% +2,954 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: 750 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 15,586 shares; 2025Q3: 15,586 shares; 2025Q4: 15,761 shares; 2026Q1: 15,821 shares 15,821 $7.33M 0.12% +60 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,054 shares; 2024Q4: 657,698 shares; 2025Q1: 762,999 shares; 2025Q2: 925,138 shares; 2025Q3: 918,166 shares; 2025Q4: 778,296 shares; 2026Q1: 814,364 shares 814,364 $7.11M 0.12% +36,068 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: 12,242 shares; 2024Q4: 12,082 shares; 2025Q1: 10,678 shares; 2025Q2: 10,582 shares; 2025Q3: 10,362 shares; 2025Q4: 10,447 shares; 2026Q1: 9,783 shares 9,783 $6.93M 0.12% -664 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 21,333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,708 shares; 2025Q4: 280,585 shares; 2026Q1: 417,783 shares 417,783 $6.86M 0.12% +137,198 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,077 shares; 2025Q3: 88,349 shares; 2025Q4: 91,751 shares; 2026Q1: 82,119 shares 82,119 $6.86M 0.11% -9,632 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: 7,188 shares; 2024Q4: 7,163 shares; 2025Q1: 7,101 shares; 2025Q2: 45,001 shares; 2025Q3: 45,832 shares; 2025Q4: 37,769 shares; 2026Q1: 37,575 shares 37,575 $6.85M 0.11% -194 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,111 shares; 2024Q4: 65,397 shares; 2025Q1: 64,219 shares; 2025Q2: 64,577 shares; 2025Q3: 75,040 shares; 2025Q4: 69,113 shares; 2026Q1: 72,661 shares 72,661 $6.55M 0.11% +3,548 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,556 shares; 2025Q3: 29,282 shares; 2025Q4: 26,265 shares; 2026Q1: 33,019 shares 33,019 $6.55M 0.11% +6,754 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: 7,640 shares; 2024Q4: 8,196 shares; 2025Q1: 7,741 shares; 2025Q2: 7,716 shares; 2025Q3: 7,554 shares; 2025Q4: 7,322 shares; 2026Q1: 7,445 shares 7,445 $6.44M 0.11% +123 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: 32,508 shares; 2024Q4: 29,074 shares; 2025Q1: 30,986 shares; 2025Q2: 33,839 shares; 2025Q3: 33,054 shares; 2025Q4: 33,242 shares; 2026Q1: 33,585 shares 33,585 $6.44M 0.11% +343 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: 16,298 shares; 2024Q4: 14,945 shares; 2025Q1: 10,560 shares; 2025Q2: 73,718 shares; 2025Q3: 73,497 shares; 2025Q4: 64,499 shares; 2026Q1: 67,537 shares 67,537 $6.28M 0.11% +3,038 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 394,944 shares 394,944 $6.25M 0.1% 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: 60,233 shares; 2024Q4: 59,164 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 5,907 shares; 2025Q4: 4,450 shares; 2026Q1: 4,242 shares 4,242 $6.25M 0.1% -208 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,825 shares; 2024Q4: 227,904 shares; 2025Q1: 248,179 shares; 2025Q2: 266,121 shares; 2025Q3: 266,634 shares; 2025Q4: 352,769 shares; 2026Q1: 389,863 shares 389,863 $6.13M 0.1% +37,094 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,461 shares; 2026Q1: 146,924 shares 146,924 $6.09M 0.1% +19,463 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: 28,194 shares; 2024Q4: 26,623 shares; 2025Q1: 26,874 shares; 2025Q2: 27,540 shares; 2025Q3: 27,213 shares; 2025Q4: 24,719 shares; 2026Q1: 24,362 shares 24,362 $5.91M 0.1% -357 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: 24,868 shares; 2024Q4: 34,309 shares; 2025Q1: 23,802 shares; 2025Q2: 26,337 shares; 2025Q3: 26,393 shares; 2025Q4: 24,394 shares; 2026Q1: 27,379 shares 27,379 $5.85M 0.1% +2,985 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: 7,357 shares; 2024Q4: 6,793 shares; 2025Q1: 4,544 shares; 2025Q2: 18,004 shares; 2025Q3: 18,544 shares; 2025Q4: 15,238 shares; 2026Q1: 16,577 shares 16,577 $5.83M 0.1% +1,339 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 18,286 shares; 2025Q1: not reported; 2025Q2: 4,778 shares; 2025Q3: 6,150 shares; 2025Q4: 4,883 shares; 2026Q1: 4,395 shares 4,395 $5.81M 0.1% -488 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,027 shares 56,027 $5.79M 0.1% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,876 shares; 2024Q4: 41,761 shares; 2025Q1: 43,502 shares; 2025Q2: 43,056 shares; 2025Q3: 41,884 shares; 2025Q4: 43,845 shares; 2026Q1: 44,996 shares 44,996 $5.76M 0.1% +1,151 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: 50,647 shares; 2024Q4: 43,021 shares; 2025Q1: 41,529 shares; 2025Q2: 40,653 shares; 2025Q3: 40,697 shares; 2025Q4: 36,579 shares; 2026Q1: 34,586 shares 34,586 $5.72M 0.1% -1,993 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: 14,859 shares; 2024Q4: 16,222 shares; 2025Q1: 14,463 shares; 2025Q2: 15,172 shares; 2025Q3: 15,805 shares; 2025Q4: 16,051 shares; 2026Q1: 15,379 shares 15,379 $5.72M 0.1% -672 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: 58,036 shares; 2024Q4: 60,312 shares; 2025Q1: 73,563 shares; 2025Q2: 76,437 shares; 2025Q3: 77,052 shares; 2025Q4: 71,219 shares; 2026Q1: 75,088 shares 75,088 $5.71M 0.1% +3,869 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,668 shares; 2024Q4: 34,107 shares; 2025Q1: 31,307 shares; 2025Q2: 26,951 shares; 2025Q3: 28,322 shares; 2025Q4: 27,362 shares; 2026Q1: 29,108 shares 29,108 $5.61M 0.09% +1,746 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 15,913 shares; 2026Q1: 42,711 shares 42,711 $5.41M 0.09% +26,798 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: 6,552 shares; 2024Q4: 6,745 shares; 2025Q1: 4,645 shares; 2025Q2: 17,314 shares; 2025Q3: 26,308 shares; 2025Q4: 26,524 shares; 2026Q1: 25,136 shares 25,136 $5.31M 0.09% -1,388 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: 11,772 shares; 2024Q4: 10,947 shares; 2025Q1: 11,213 shares; 2025Q2: 12,118 shares; 2025Q3: 12,512 shares; 2025Q4: 11,379 shares; 2026Q1: 12,322 shares 12,322 $5.3M 0.09% +943 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 89,015 shares; 2025Q1: 81,761 shares; 2025Q2: 72,204 shares; 2025Q3: 68,099 shares; 2025Q4: 71,392 shares; 2026Q1: 62,776 shares 62,776 $5.15M 0.09% -8,616 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.08% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 230,760 shares; 2025Q3: 224,532 shares; 2025Q4: 201,300 shares; 2026Q1: 212,964 shares 212,964 $4.79M 0.08% +11,664 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 24,858 shares; 2025Q3: 25,349 shares; 2025Q4: 22,168 shares; 2026Q1: 23,951 shares 23,951 $4.69M 0.08% +1,783 Timeline RMD RESMED INC More: the full row for RESMED 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: 5,039 shares; 2025Q3: 36,981 shares; 2025Q4: 39,190 shares; 2026Q1: 20,418 shares 20,418 $4.58M 0.08% -18,772 Timeline SCHF 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: 94,420 shares; 2024Q4: 191,010 shares; 2025Q1: 190,388 shares; 2025Q2: 186,458 shares; 2025Q3: 186,458 shares; 2025Q4: 185,168 shares; 2026Q1: 185,118 shares 185,118 $4.58M 0.08% -50 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: 101,563 shares; 2024Q4: 87,189 shares; 2025Q1: 84,290 shares; 2025Q2: 76,390 shares; 2025Q3: 74,120 shares; 2025Q4: 69,985 shares; 2026Q1: 70,472 shares 70,472 $4.52M 0.08% +487 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,112 shares; 2024Q4: 328,926 shares; 2025Q1: 309,227 shares; 2025Q2: 293,069 shares; 2025Q3: 285,258 shares; 2025Q4: 134,467 shares; 2026Q1: 102,065 shares 102,065 $4.49M 0.08% -32,402 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,343 shares; 2025Q3: 48,343 shares; 2025Q4: 44,950 shares; 2026Q1: 44,950 shares 44,950 $4.24M 0.07% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,535 shares; 2025Q1: 1,988 shares; 2025Q2: 29,811 shares; 2025Q3: 29,391 shares; 2025Q4: 26,892 shares; 2026Q1: 32,843 shares 32,843 $4.18M 0.07% +5,951 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: 3,151 shares; 2024Q4: 3,083 shares; 2025Q1: 3,165 shares; 2025Q2: 4,249 shares; 2025Q3: 4,183 shares; 2025Q4: 4,186 shares; 2026Q1: 4,832 shares 4,832 $4.09M 0.07% +646 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: 7,037 shares; 2024Q4: 6,619 shares; 2025Q1: 6,278 shares; 2025Q2: 6,153 shares; 2025Q3: 6,009 shares; 2025Q4: 6,040 shares; 2026Q1: 5,768 shares 5,768 $4.02M 0.07% -272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,115 shares 28,115 $3.94M 0.07% new 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: 23,949 shares; 2024Q4: 24,015 shares; 2025Q1: 21,521 shares; 2025Q2: 22,279 shares; 2025Q3: 20,468 shares; 2025Q4: 18,131 shares; 2026Q1: 17,198 shares 17,198 $3.89M 0.07% -933 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: 15,673 shares; 2024Q4: 13,929 shares; 2025Q1: 7,587 shares; 2025Q2: 69,554 shares; 2025Q3: 66,141 shares; 2025Q4: 58,176 shares; 2026Q1: 80,942 shares 80,942 $3.8M 0.06% +22,766 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: 94,852 shares; 2024Q4: 95,943 shares; 2025Q1: 89,570 shares; 2025Q2: 91,848 shares; 2025Q3: 95,138 shares; 2025Q4: 96,692 shares; 2026Q1: 92,158 shares 92,158 $3.78M 0.06% -4,534 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,512 shares; 2025Q1: 3,485 shares; 2025Q2: 3,807 shares; 2025Q3: 3,752 shares; 2025Q4: 3,611 shares; 2026Q1: 3,448 shares 3,448 $3.76M 0.06% -163 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: 1,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,879 shares; 2025Q3: 28,360 shares; 2025Q4: 25,054 shares; 2026Q1: 27,130 shares 27,130 $3.7M 0.06% +2,076 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: 26,768 shares; 2024Q4: 26,672 shares; 2025Q1: 23,955 shares; 2025Q2: 21,385 shares; 2025Q3: 21,381 shares; 2025Q4: 21,366 shares; 2026Q1: 21,472 shares 21,472 $3.63M 0.06% +106 Timeline ACWV 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: 22,466 shares; 2025Q2: 36,241 shares; 2025Q3: 29,680 shares; 2025Q4: 29,770 shares; 2026Q1: 30,104 shares 30,104 $3.6M 0.06% +334 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,968 shares; 2025Q2: 51,968 shares; 2025Q3: 52,105 shares; 2025Q4: 51,968 shares; 2026Q1: 51,968 shares 51,968 $3.58M 0.06% 0 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: 124,863 shares; 2024Q4: 128,654 shares; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,893 shares; 2025Q4: 2,938 shares; 2026Q1: 27,246 shares 27,246 $3.57M 0.06% +24,308 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: 9,418 shares; 2024Q4: 18,276 shares; 2025Q1: 16,993 shares; 2025Q2: 19,722 shares; 2025Q3: 19,993 shares; 2025Q4: 20,223 shares; 2026Q1: 22,130 shares 22,130 $3.55M 0.06% +1,907 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: 6,083 shares; 2024Q4: 6,119 shares; 2025Q1: 5,912 shares; 2025Q2: 29,390 shares; 2025Q3: 29,405 shares; 2025Q4: 24,243 shares; 2026Q1: 11,727 shares 11,727 $3.55M 0.06% -12,516 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,771 shares; 2024Q4: 89,334 shares; 2025Q1: 90,771 shares; 2025Q2: 93,609 shares; 2025Q3: 99,028 shares; 2025Q4: 82,073 shares; 2026Q1: 82,669 shares 82,669 $3.5M 0.06% +596 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: 15,940 shares; 2024Q4: 15,173 shares; 2025Q1: 14,177 shares; 2025Q2: 13,430 shares; 2025Q3: 13,328 shares; 2025Q4: 12,848 shares; 2026Q1: 13,459 shares 13,459 $3.33M 0.06% +611 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,019 shares; 2024Q4: 32,403 shares; 2025Q1: 31,387 shares; 2025Q2: 30,135 shares; 2025Q3: 27,472 shares; 2025Q4: 24,671 shares; 2026Q1: 25,379 shares 25,379 $3.33M 0.06% +708 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: 144,244 shares; 2024Q4: 133,087 shares; 2025Q1: 116,493 shares; 2025Q2: 99,050 shares; 2025Q3: 35,821 shares; 2025Q4: 25,160 shares; 2026Q1: 18,164 shares 18,164 $3.31M 0.06% -6,996 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: 2,991 shares; 2024Q4: 5,239 shares; 2025Q1: 5,299 shares; 2025Q2: 5,685 shares; 2025Q3: 7,712 shares; 2025Q4: 7,794 shares; 2026Q1: 7,558 shares 7,558 $3.3M 0.06% -236 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: 379,391 shares; 2024Q4: 418,260 shares; 2025Q1: 445,335 shares; 2025Q2: 366,932 shares; 2025Q3: 279,695 shares; 2025Q4: 205,720 shares; 2026Q1: 98,162 shares 98,162 $3.29M 0.06% -107,558 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,035 shares; 2024Q4: 79,092 shares; 2025Q1: 62,112 shares; 2025Q2: 56,344 shares; 2025Q3: 80,420 shares; 2025Q4: 86,733 shares; 2026Q1: 107,055 shares 107,055 $3.25M 0.05% +20,322 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: 66,513 shares; 2024Q4: 74,727 shares; 2025Q1: 74,727 shares; 2025Q2: 74,545 shares; 2025Q3: 71,109 shares; 2025Q4: 71,506 shares; 2026Q1: 76,478 shares 76,478 $3.14M 0.05% +4,972 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: 10,367 shares; 2024Q4: 10,087 shares; 2025Q1: 9,372 shares; 2025Q2: 10,629 shares; 2025Q3: 10,134 shares; 2025Q4: 9,924 shares; 2026Q1: 9,964 shares 9,964 $3.13M 0.05% +40 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: 165,818 shares; 2024Q4: 178,009 shares; 2025Q1: 183,353 shares; 2025Q2: 243,131 shares; 2025Q3: 195,795 shares; 2025Q4: 127,932 shares; 2026Q1: 42,948 shares 42,948 $3.11M 0.05% -84,984 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: 91,554 shares; 2024Q4: 104,640 shares; 2025Q1: 104,745 shares; 2025Q2: 139,017 shares; 2025Q3: 136,488 shares; 2025Q4: 130,359 shares; 2026Q1: 67,766 shares 67,766 $3.07M 0.05% -62,593 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,491 shares; 2024Q4: 60,172 shares; 2025Q1: 60,084 shares; 2025Q2: 55,587 shares; 2025Q3: 52,597 shares; 2025Q4: 51,843 shares; 2026Q1: 51,843 shares 51,843 $3.06M 0.05% 0 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: 27,279 shares; 2024Q4: 29,828 shares; 2025Q1: 26,144 shares; 2025Q2: 22,764 shares; 2025Q3: 20,822 shares; 2025Q4: 17,390 shares; 2026Q1: 65,697 shares 65,697 $3.05M 0.05% +48,307 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: 9,150 shares; 2024Q4: 9,362 shares; 2025Q1: 9,250 shares; 2025Q2: 9,548 shares; 2025Q3: 9,610 shares; 2025Q4: 9,132 shares; 2026Q1: 9,118 shares 9,118 $3M 0.05% -14 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 12,279 shares; 2025Q1: 13,511 shares; 2025Q2: 61,731 shares; 2025Q3: 59,382 shares; 2025Q4: 59,227 shares; 2026Q1: 50,068 shares 50,068 $2.84M 0.05% -9,159 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: 9,459 shares; 2024Q4: 8,701 shares; 2025Q1: 9,105 shares; 2025Q2: 55,507 shares; 2025Q3: 49,990 shares; 2025Q4: 49,262 shares; 2026Q1: 39,949 shares 39,949 $2.79M 0.05% -9,313 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,516 shares; 2025Q3: 20,657 shares; 2025Q4: 13,901 shares; 2026Q1: 4,878 shares 4,878 $2.68M 0.04% -9,023 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: 17,295 shares; 2024Q4: 17,994 shares; 2025Q1: 18,211 shares; 2025Q2: 18,006 shares; 2025Q3: 17,885 shares; 2025Q4: 17,436 shares; 2026Q1: 19,620 shares 19,620 $2.67M 0.04% +2,184 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: 4,376 shares; 2024Q4: 4,450 shares; 2025Q1: 5,295 shares; 2025Q2: 5,943 shares; 2025Q3: 4,882 shares; 2025Q4: 4,957 shares; 2026Q1: 5,781 shares 5,781 $2.66M 0.04% +824 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: 42,723 shares; 2024Q4: 32,949 shares; 2025Q1: 27,910 shares; 2025Q2: 23,889 shares; 2025Q3: 24,024 shares; 2025Q4: 21,243 shares; 2026Q1: 17,991 shares 17,991 $2.61M 0.04% -3,252 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: 66,416 shares; 2024Q4: 68,721 shares; 2025Q1: 60,685 shares; 2025Q2: 62,032 shares; 2025Q3: 56,808 shares; 2025Q4: 54,377 shares; 2026Q1: 52,990 shares 52,990 $2.58M 0.04% -1,387 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: 12,692 shares; 2024Q4: 13,677 shares; 2025Q1: 13,654 shares; 2025Q2: 12,810 shares; 2025Q3: 13,948 shares; 2025Q4: 12,797 shares; 2026Q1: 12,622 shares 12,622 $2.56M 0.04% -175 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: 6,092 shares; 2024Q4: 5,600 shares; 2025Q1: 4,791 shares; 2025Q2: 4,178 shares; 2025Q3: 16,381 shares; 2025Q4: 16,191 shares; 2026Q1: 19,566 shares 19,566 $2.47M 0.04% +3,375 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,946 shares; 2024Q4: 39,186 shares; 2025Q1: 37,300 shares; 2025Q2: 30,978 shares; 2025Q3: 29,090 shares; 2025Q4: 58,100 shares; 2026Q1: 53,326 shares 53,326 $2.45M 0.04% -4,774 Timeline SHM 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: 295,514 shares; 2024Q4: 259,466 shares; 2025Q1: 238,420 shares; 2025Q2: 180,585 shares; 2025Q3: 102,013 shares; 2025Q4: 72,387 shares; 2026Q1: 50,849 shares 50,849 $2.43M 0.04% -21,538 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: 8,955 shares; 2024Q4: 9,414 shares; 2025Q1: 9,214 shares; 2025Q2: 9,025 shares; 2025Q3: 9,314 shares; 2025Q4: 11,441 shares; 2026Q1: 12,562 shares 12,562 $2.41M 0.04% +1,121 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: 11,401 shares; 2024Q4: 11,405 shares; 2025Q1: 11,407 shares; 2025Q2: 11,405 shares; 2025Q3: 11,562 shares; 2025Q4: 11,558 shares; 2026Q1: 11,382 shares 11,382 $2.41M 0.04% -176 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,507 shares; 2025Q2: 32,507 shares; 2025Q3: 32,507 shares; 2025Q4: 32,557 shares; 2026Q1: 32,507 shares 32,507 $2.35M 0.04% -50 Timeline CATH 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: not reported; 2025Q1: not reported; 2025Q2: 35,974 shares; 2025Q3: 35,354 shares; 2025Q4: 29,909 shares; 2026Q1: 29,988 shares 29,988 $2.34M 0.04% +79 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: 10,412 shares; 2024Q4: 10,802 shares; 2025Q1: 10,479 shares; 2025Q2: 11,794 shares; 2025Q3: 10,964 shares; 2025Q4: 10,314 shares; 2026Q1: 9,845 shares 9,845 $2.33M 0.04% -469 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: 190,077 shares; 2024Q4: 197,143 shares; 2025Q1: 195,142 shares; 2025Q2: 190,647 shares; 2025Q3: 58,421 shares; 2025Q4: 42,355 shares; 2026Q1: 29,037 shares 29,037 $2.33M 0.04% -13,318 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 25,076 shares; 2025Q1: 22,730 shares; 2025Q2: 18,482 shares; 2025Q3: 17,894 shares; 2025Q4: 15,440 shares; 2026Q1: 12,687 shares 12,687 $2.31M 0.04% -2,753 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,394 shares; 2025Q1: not reported; 2025Q2: 14,958 shares; 2025Q3: 17,413 shares; 2025Q4: 17,207 shares; 2026Q1: 17,199 shares 17,199 $2.28M 0.04% -8 Timeline IHDG 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: 46,978 shares; 2024Q4: 47,479 shares; 2025Q1: 47,479 shares; 2025Q2: 47,479 shares; 2025Q3: 47,479 shares; 2025Q4: 47,379 shares; 2026Q1: 47,293 shares 47,293 $2.28M 0.04% -86 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: 3,294 shares; 2024Q4: 3,584 shares; 2025Q1: 2,943 shares; 2025Q2: 2,967 shares; 2025Q3: 5,293 shares; 2025Q4: 4,652 shares; 2026Q1: 7,843 shares 7,843 $2.23M 0.04% +3,191 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 35,896 shares; 2025Q1: 35,954 shares; 2025Q2: 38,141 shares; 2025Q3: 37,409 shares; 2025Q4: 30,396 shares; 2026Q1: 31,435 shares 31,435 $2.21M 0.04% +1,039 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,016 shares; 2024Q4: 288,606 shares; 2025Q1: 168,722 shares; 2025Q2: 109,650 shares; 2025Q3: 56,287 shares; 2025Q4: 35,743 shares; 2026Q1: 28,205 shares 28,205 $2.21M 0.04% -7,538 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 18,165 shares; 2025Q1: 17,146 shares; 2025Q2: 15,135 shares; 2025Q3: 13,845 shares; 2025Q4: 11,858 shares; 2026Q1: 10,416 shares 10,416 $2.21M 0.04% -1,442 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: 3,626 shares; 2024Q4: 3,391 shares; 2025Q1: 3,160 shares; 2025Q2: 3,061 shares; 2025Q3: 3,427 shares; 2025Q4: 3,347 shares; 2026Q1: 3,214 shares 3,214 $2.19M 0.04% -133 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,524 shares; 2025Q1: 4,392 shares; 2025Q2: 3,210 shares; 2025Q3: 3,485 shares; 2025Q4: 4,331 shares; 2026Q1: 4,325 shares 4,325 $2.14M 0.04% -6 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 60,824 shares; 2025Q1: 77,124 shares; 2025Q2: 73,948 shares; 2025Q3: 73,948 shares; 2025Q4: 73,302 shares; 2026Q1: 72,707 shares 72,707 $2.12M 0.04% -595 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: not reported; 2024Q4: 990 shares; 2025Q1: 776 shares; 2025Q2: 668 shares; 2025Q3: 1,220 shares; 2025Q4: 1,074 shares; 2026Q1: 2,400 shares 2,400 $2.09M 0.04% +1,326 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: 15,989 shares; 2024Q4: 16,038 shares; 2025Q1: 19,826 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 22,870 shares; 2026Q1: 23,359 shares 23,359 $2.06M 0.03% +489 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,734 shares; 2025Q2: 22,834 shares; 2025Q3: 20,572 shares; 2025Q4: 20,572 shares; 2026Q1: 18,030 shares 18,030 $2.03M 0.03% -2,542 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 23,519 shares 23,519 $2.03M 0.03% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,021 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: not reported; 2026Q1: 21,803 shares 21,803 $2.01M 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 14,134 shares; 2025Q1: 14,134 shares; 2025Q2: 207,256 shares; 2025Q3: 206,907 shares; 2025Q4: 211,172 shares; 2026Q1: 14,475 shares 14,475 $2M 0.03% -196,697 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: 12,454 shares; 2024Q4: 13,203 shares; 2025Q1: 16,631 shares; 2025Q2: 20,358 shares; 2025Q3: 21,787 shares; 2025Q4: 20,488 shares; 2026Q1: 20,768 shares 20,768 $1.95M 0.03% +280 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: 13,440 shares; 2024Q4: 13,498 shares; 2025Q1: 14,199 shares; 2025Q2: 20,964 shares; 2025Q3: 22,543 shares; 2025Q4: 22,313 shares; 2026Q1: 22,893 shares 22,893 $1.92M 0.03% +580 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 22,979 shares 22,979 $1.9M 0.03% new Timeline ITM 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: 214,938 shares; 2024Q4: 250,100 shares; 2025Q1: 178,571 shares; 2025Q2: 127,818 shares; 2025Q3: 85,818 shares; 2025Q4: 58,247 shares; 2026Q1: 40,375 shares 40,375 $1.87M 0.03% -17,872 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 10,691 shares; 2025Q1: not reported; 2025Q2: 10,548 shares; 2025Q3: 17,830 shares; 2025Q4: 17,595 shares; 2026Q1: 17,559 shares 17,559 $1.77M 0.03% -36 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: 11,943 shares; 2024Q4: 11,782 shares; 2025Q1: 10,580 shares; 2025Q2: 10,642 shares; 2025Q3: 10,589 shares; 2025Q4: 10,487 shares; 2026Q1: 10,405 shares 10,405 $1.76M 0.03% -82 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: 4,795 shares; 2024Q4: 4,959 shares; 2025Q1: 4,957 shares; 2025Q2: 4,738 shares; 2025Q3: 4,780 shares; 2025Q4: 4,495 shares; 2026Q1: 4,815 shares 4,815 $1.72M 0.03% +320 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares; 2025Q4: 4,619 shares; 2026Q1: 4,555 shares 4,555 $1.67M 0.03% -64 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,739 shares; 2025Q1: 8,601 shares; 2025Q2: 8,001 shares; 2025Q3: 7,525 shares; 2025Q4: 7,391 shares; 2026Q1: 7,249 shares 7,249 $1.67M 0.03% -142 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: 661 shares; 2024Q4: 606 shares; 2025Q1: 588 shares; 2025Q2: 569 shares; 2025Q3: 534 shares; 2025Q4: 510 shares; 2026Q1: 477 shares 477 $1.61M 0.03% -33 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,283 shares; 2025Q1: 5,189 shares; 2025Q2: 5,327 shares; 2025Q3: 5,128 shares; 2025Q4: 4,927 shares; 2026Q1: 4,672 shares 4,672 $1.6M 0.03% -255 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,205 shares; 2024Q4: 33,070 shares; 2025Q1: 36,691 shares; 2025Q2: 36,570 shares; 2025Q3: 36,570 shares; 2025Q4: 32,705 shares; 2026Q1: 32,405 shares 32,405 $1.6M 0.03% -300 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,340 shares; 2024Q4: 17,437 shares; 2025Q1: 17,494 shares; 2025Q2: 17,254 shares; 2025Q3: 16,034 shares; 2025Q4: 14,859 shares; 2026Q1: 14,720 shares 14,720 $1.57M 0.03% -139 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 813 shares; 2025Q1: 839 shares; 2025Q2: 2,013 shares; 2025Q3: 2,039 shares; 2025Q4: 1,989 shares; 2026Q1: 2,131 shares 2,131 $1.55M 0.03% +142 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,046 shares; 2024Q4: 508,791 shares; 2025Q1: 529,225 shares; 2025Q2: 487,345 shares; 2025Q3: 113,103 shares; 2025Q4: 81,687 shares; 2026Q1: 56,100 shares 56,100 $1.54M 0.03% -25,587 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: 3,378 shares; 2024Q4: 2,861 shares; 2025Q1: 4,875 shares; 2025Q2: 4,500 shares; 2025Q3: 4,186 shares; 2025Q4: 4,290 shares; 2026Q1: 7,423 shares 7,423 $1.54M 0.03% +3,133 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,974 shares; 2024Q4: 10,166 shares; 2025Q1: 9,501 shares; 2025Q2: 6,245 shares; 2025Q3: 5,768 shares; 2025Q4: 5,685 shares; 2026Q1: 6,505 shares 6,505 $1.54M 0.03% +820 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,083 shares; 2025Q1: 9,905 shares; 2025Q2: 9,692 shares; 2025Q3: 9,554 shares; 2025Q4: 8,706 shares; 2026Q1: 8,483 shares 8,483 $1.53M 0.03% -223 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,037 shares; 2024Q4: 14,257 shares; 2025Q1: 10,443 shares; 2025Q2: 9,526 shares; 2025Q3: 9,075 shares; 2025Q4: 9,813 shares; 2026Q1: 9,864 shares 9,864 $1.51M 0.03% +51 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: 21,861 shares; 2024Q4: 24,148 shares; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 5,348 shares; 2025Q4: 5,069 shares; 2026Q1: 4,860 shares 4,860 $1.5M 0.03% -209 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,092 shares; 2025Q1: 4,328 shares; 2025Q2: 6,267 shares; 2025Q3: 5,936 shares; 2025Q4: 5,983 shares; 2026Q1: 5,111 shares 5,111 $1.5M 0.03% -872 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: not reported; 2024Q4: 4,204 shares; 2025Q1: 9,966 shares; 2025Q2: 9,008 shares; 2025Q3: 9,792 shares; 2025Q4: 8,667 shares; 2026Q1: 10,197 shares 10,197 $1.49M 0.02% +1,530 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: 386,873 shares; 2024Q4: 325,413 shares; 2025Q1: 181,596 shares; 2025Q2: 111,550 shares; 2025Q3: 45,912 shares; 2025Q4: 23,152 shares; 2026Q1: 13,498 shares 13,498 $1.49M 0.02% -9,654 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,851 shares; 2025Q2: 24,851 shares; 2025Q3: 24,944 shares; 2025Q4: 24,851 shares; 2026Q1: 24,851 shares 24,851 $1.48M 0.02% 0 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: 7,354 shares; 2024Q4: 5,763 shares; 2025Q1: 5,924 shares; 2025Q2: 5,882 shares; 2025Q3: 5,954 shares; 2025Q4: 5,264 shares; 2026Q1: 5,058 shares 5,058 $1.47M 0.02% -206 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,607 shares; 2024Q4: 29,607 shares; 2025Q1: 29,604 shares; 2025Q2: 28,751 shares; 2025Q3: 28,656 shares; 2025Q4: 28,656 shares; 2026Q1: 28,838 shares 28,838 $1.47M 0.02% +182 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: 4,350 shares; 2024Q4: 3,741 shares; 2025Q1: 4,558 shares; 2025Q2: 5,050 shares; 2025Q3: 6,039 shares; 2025Q4: 4,898 shares; 2026Q1: 5,027 shares 5,027 $1.44M 0.02% +129 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: 151 shares; 2024Q4: 160 shares; 2025Q1: 195 shares; 2025Q2: 328 shares; 2025Q3: 374 shares; 2025Q4: 377 shares; 2026Q1: 342 shares 342 $1.44M 0.02% -35 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: 16,538 shares; 2024Q4: 17,395 shares; 2025Q1: 12,030 shares; 2025Q2: 10,704 shares; 2025Q3: 10,215 shares; 2025Q4: 10,230 shares; 2026Q1: 10,231 shares 10,231 $1.43M 0.02% +1 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: 4,217 shares; 2024Q4: 52,143 shares; 2025Q1: 63,677 shares; 2025Q2: 85,857 shares; 2025Q3: 87,770 shares; 2025Q4: 30,365 shares; 2026Q1: 19,767 shares 19,767 $1.42M 0.02% -10,598 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,748 shares; 2025Q1: 21,942 shares; 2025Q2: 76,849 shares; 2025Q3: 76,121 shares; 2025Q4: 149,630 shares; 2026Q1: 27,758 shares 27,758 $1.39M 0.02% -121,872 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: 14,612 shares; 2024Q4: 17,051 shares; 2025Q1: 18,015 shares; 2025Q2: 14,934 shares; 2025Q3: 14,004 shares; 2025Q4: 13,899 shares; 2026Q1: 14,144 shares 14,144 $1.36M 0.02% +245 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,634 shares; 2025Q1: 6,009 shares; 2025Q2: 5,647 shares; 2025Q3: 4,917 shares; 2025Q4: 4,934 shares; 2026Q1: 4,924 shares 4,924 $1.31M 0.02% -10 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 99,141 shares; 2025Q1: 103,252 shares; 2025Q2: 109,159 shares; 2025Q3: 110,104 shares; 2025Q4: 66,541 shares; 2026Q1: 16,104 shares 16,104 $1.31M 0.02% -50,437 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,478 shares; 2025Q1: 6,932 shares; 2025Q2: 6,925 shares; 2025Q3: 6,886 shares; 2025Q4: 6,595 shares; 2026Q1: 6,532 shares 6,532 $1.3M 0.02% -63 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: 3,930 shares; 2024Q4: 4,007 shares; 2025Q1: 3,736 shares; 2025Q2: 3,277 shares; 2025Q3: 3,601 shares; 2025Q4: 3,417 shares; 2026Q1: 3,613 shares 3,613 $1.29M 0.02% +196 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,306 shares; 2025Q1: not reported; 2025Q2: 10,482 shares; 2025Q3: 16,523 shares; 2025Q4: 15,895 shares; 2026Q1: 17,016 shares 17,016 $1.27M 0.02% +1,121 Timeline XLRE 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: 57,666 shares; 2024Q4: 54,294 shares; 2025Q1: 48,548 shares; 2025Q2: 37,223 shares; 2025Q3: 36,121 shares; 2025Q4: 34,238 shares; 2026Q1: 30,790 shares 30,790 $1.26M 0.02% -3,448 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: 4,320 shares; 2024Q4: 4,327 shares; 2025Q1: 3,765 shares; 2025Q2: 4,106 shares; 2025Q3: 4,030 shares; 2025Q4: 3,389 shares; 2026Q1: 2,904 shares 2,904 $1.26M 0.02% -485 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: 9,818 shares; 2024Q4: 8,972 shares; 2025Q1: 8,236 shares; 2025Q2: 8,353 shares; 2025Q3: 7,583 shares; 2025Q4: 7,476 shares; 2026Q1: 7,490 shares 7,490 $1.23M 0.02% +14 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: 28,053 shares; 2024Q4: 29,977 shares; 2025Q1: 27,045 shares; 2025Q2: 24,149 shares; 2025Q3: 19,437 shares; 2025Q4: 18,094 shares; 2026Q1: 17,060 shares 17,060 $1.22M 0.02% -1,034 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 195 shares; 2025Q4: 190 shares; 2026Q1: 183 shares 183 $1.21M 0.02% -7 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: 6,072 shares; 2024Q4: 5,793 shares; 2025Q1: 4,478 shares; 2025Q2: 5,536 shares; 2025Q3: 5,027 shares; 2025Q4: 4,424 shares; 2026Q1: 4,083 shares 4,083 $1.19M 0.02% -341 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,878 shares; 2024Q4: 14,120 shares; 2025Q1: 14,149 shares; 2025Q2: 12,889 shares; 2025Q3: 12,817 shares; 2025Q4: 12,698 shares; 2026Q1: 11,881 shares 11,881 $1.19M 0.02% -817 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: 9,792 shares; 2024Q4: 9,014 shares; 2025Q1: 9,072 shares; 2025Q2: 17,905 shares; 2025Q3: 9,132 shares; 2025Q4: 9,462 shares; 2026Q1: 14,814 shares 14,814 $1.18M 0.02% +5,352 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,248 shares; 2024Q4: 145,166 shares; 2025Q1: 117,754 shares; 2025Q2: 104,612 shares; 2025Q3: 26,841 shares; 2025Q4: 18,317 shares; 2026Q1: 12,314 shares 12,314 $1.13M 0.02% -6,003 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,918 shares; 2025Q1: 6,014 shares; 2025Q2: 6,346 shares; 2025Q3: 5,048 shares; 2025Q4: 4,442 shares; 2026Q1: 4,308 shares 4,308 $1.12M 0.02% -134 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,157 shares; 2024Q4: 27,790 shares; 2025Q1: 22,536 shares; 2025Q2: 79,203 shares; 2025Q3: 77,043 shares; 2025Q4: 25,622 shares; 2026Q1: 24,405 shares 24,405 $1.12M 0.02% -1,217 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,600 shares; 2025Q4: 53,600 shares; 2026Q1: 63,691 shares 63,691 $1.11M 0.02% +10,091 Timeline IGRO 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: 12,471 shares; 2025Q4: 13,253 shares; 2026Q1: 13,253 shares 13,253 $1.11M 0.02% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 44,139 shares; 2025Q1: 33,115 shares; 2025Q2: 33,115 shares; 2025Q3: 33,115 shares; 2025Q4: 28,415 shares; 2026Q1: 28,415 shares 28,415 $1.1M 0.02% 0 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: 9,026 shares; 2024Q4: 9,913 shares; 2025Q1: 11,905 shares; 2025Q2: 14,483 shares; 2025Q3: 14,889 shares; 2025Q4: 17,048 shares; 2026Q1: 18,615 shares 18,615 $1.09M 0.02% +1,567 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: not reported; 2025Q1: not reported; 2025Q2: 18,016 shares; 2025Q3: 18,016 shares; 2025Q4: 17,732 shares; 2026Q1: 17,377 shares 17,377 $1.08M 0.02% -355 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: 15,344 shares; 2024Q4: 13,899 shares; 2025Q1: 13,464 shares; 2025Q2: 11,420 shares; 2025Q3: 12,516 shares; 2025Q4: 13,093 shares; 2026Q1: 11,975 shares 11,975 $1.07M 0.02% -1,118 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,933 shares; 2024Q4: 76,941 shares; 2025Q1: 75,438 shares; 2025Q2: 76,336 shares; 2025Q3: 39,536 shares; 2025Q4: 28,430 shares; 2026Q1: 17,658 shares 17,658 $1.06M 0.02% -10,772 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: 8,691 shares; 2024Q4: 7,711 shares; 2025Q1: 7,026 shares; 2025Q2: 6,686 shares; 2025Q3: 6,473 shares; 2025Q4: 6,044 shares; 2026Q1: 6,056 shares 6,056 $1.05M 0.02% +12 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,802 shares; 2025Q2: 5,791 shares; 2025Q3: 5,654 shares; 2025Q4: 4,787 shares; 2026Q1: 4,115 shares 4,115 $1.05M 0.02% -672 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: 3,272 shares; 2024Q4: 3,172 shares; 2025Q1: 3,224 shares; 2025Q2: 3,068 shares; 2025Q3: 2,846 shares; 2025Q4: 2,459 shares; 2026Q1: 2,421 shares 2,421 $1.03M 0.02% -38 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,196 shares 5,196 $1.02M 0.02% new 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: 11,111 shares; 2024Q4: 16,030 shares; 2025Q1: 16,228 shares; 2025Q2: 17,769 shares; 2025Q3: 15,759 shares; 2025Q4: 14,085 shares; 2026Q1: 13,966 shares 13,966 $1M 0.02% -119 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: 3,946 shares; 2024Q4: 4,010 shares; 2025Q1: 3,845 shares; 2025Q2: 3,169 shares; 2025Q3: 3,164 shares; 2025Q4: 3,161 shares; 2026Q1: 3,128 shares 3,128 $1M 0.02% -33 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,454 shares; 2024Q4: 147,862 shares; 2025Q1: 6,681 shares; 2025Q2: 6,681 shares; 2025Q3: 6,681 shares; 2025Q4: 6,786 shares; 2026Q1: 6,786 shares 6,786 $984K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 3,123 shares 3,123 $980K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 552 shares; 2025Q1: not reported; 2025Q2: 427 shares; 2025Q3: 1,731 shares; 2025Q4: 1,736 shares; 2026Q1: 1,731 shares 1,731 $973K 0.02% -5 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: 14,346 shares; 2024Q4: 15,239 shares; 2025Q1: not reported; 2025Q2: 50,443 shares; 2025Q3: 47,060 shares; 2025Q4: 41,921 shares; 2026Q1: 10,007 shares 10,007 $966K 0.02% -31,914 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: not reported; 2024Q4: 3,265 shares; 2025Q1: 2,360 shares; 2025Q2: 3,512 shares; 2025Q3: 3,723 shares; 2025Q4: 4,557 shares; 2026Q1: 4,476 shares 4,476 $936K 0.02% -81 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 3,245 shares; 2025Q4: 2,347 shares; 2026Q1: 2,382 shares 2,382 $933K 0.02% +35 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,085 shares; 2025Q1: 4,100 shares; 2025Q2: 4,177 shares; 2025Q3: 4,184 shares; 2025Q4: 4,362 shares; 2026Q1: 4,230 shares 4,230 $926K 0.02% -132 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,734 shares; 2024Q4: 74,638 shares; 2025Q1: 76,346 shares; 2025Q2: 81,386 shares; 2025Q3: 79,608 shares; 2025Q4: 43,300 shares; 2026Q1: 11,350 shares 11,350 $914K 0.02% -31,950 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 6,886 shares; 2025Q1: 7,559 shares; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares; 2025Q4: 12,051 shares; 2026Q1: 11,996 shares 11,996 $901K 0.02% -55 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 20,632 shares; 2025Q1: 20,291 shares; 2025Q2: 19,759 shares; 2025Q3: 18,939 shares; 2025Q4: 18,279 shares; 2026Q1: 16,994 shares 16,994 $898K 0.02% -1,285 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,952 shares; 2024Q4: 291,605 shares; 2025Q1: 295,695 shares; 2025Q2: 311,683 shares; 2025Q3: 272,535 shares; 2025Q4: 65,783 shares; 2026Q1: 35,094 shares 35,094 $895K 0.01% -30,689 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 31,818 shares; 2025Q1: 31,818 shares; 2025Q2: 31,818 shares; 2025Q3: 31,818 shares; 2025Q4: 29,908 shares; 2026Q1: 28,965 shares 28,965 $883K 0.01% -943 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 21,999 shares; 2025Q1: 21,082 shares; 2025Q2: 17,525 shares; 2025Q3: 14,693 shares; 2025Q4: 13,693 shares; 2026Q1: 13,693 shares 13,693 $865K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 11,538 shares; 2025Q1: 9,843 shares; 2025Q2: 9,397 shares; 2025Q3: 8,856 shares; 2025Q4: 8,272 shares; 2026Q1: 9,724 shares 9,724 $863K 0.01% +1,452 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 14,371 shares; 2025Q1: 13,763 shares; 2025Q2: 27,702 shares; 2025Q3: 26,386 shares; 2025Q4: 21,066 shares; 2026Q1: 18,086 shares 18,086 $839K 0.01% -2,980 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: not reported; 2024Q4: not reported; 2025Q1: 6,035 shares; 2025Q2: 10,008 shares; 2025Q3: 10,008 shares; 2025Q4: 12,511 shares; 2026Q1: 10,153 shares 10,153 $838K 0.01% -2,358 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: 1,719 shares; 2024Q4: 1,904 shares; 2025Q1: 2,199 shares; 2025Q2: 2,124 shares; 2025Q3: 2,614 shares; 2025Q4: 2,538 shares; 2026Q1: 2,710 shares 2,710 $824K 0.01% +172 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,170 shares; 2025Q1: 3,762 shares; 2025Q2: 3,754 shares; 2025Q3: 3,171 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $818K 0.01% 0 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: 776 shares; 2024Q4: 997 shares; 2025Q1: 1,049 shares; 2025Q2: 1,791 shares; 2025Q3: 1,789 shares; 2025Q4: 1,764 shares; 2026Q1: 1,716 shares 1,716 $812K 0.01% -48 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: 11,135 shares; 2024Q4: 12,274 shares; 2025Q1: 13,470 shares; 2025Q2: 18,258 shares; 2025Q3: 19,275 shares; 2025Q4: 15,202 shares; 2026Q1: 13,855 shares 13,855 $799K 0.01% -1,347 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: 12,200 shares; 2024Q4: 18,236 shares; 2025Q1: 13,901 shares; 2025Q2: 14,398 shares; 2025Q3: 15,491 shares; 2025Q4: 13,868 shares; 2026Q1: 19,101 shares 19,101 $796K 0.01% +5,233 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 5,406 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares 5,406 $789K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,350 shares 13,350 $788K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,835 shares; 2025Q4: 10,681 shares; 2026Q1: 12,377 shares 12,377 $775K 0.01% +1,696 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: 52,154 shares; 2024Q4: 47,776 shares; 2025Q1: 37,139 shares; 2025Q2: 40,559 shares; 2025Q3: 37,983 shares; 2025Q4: 30,973 shares; 2026Q1: 26,698 shares 26,698 $766K 0.01% -4,275 Timeline XBI 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: 4,999 shares; 2025Q1: 5,284 shares; 2025Q2: 61,755 shares; 2025Q3: 61,686 shares; 2025Q4: 62,072 shares; 2026Q1: 5,968 shares 5,968 $762K 0.01% -56,104 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: 10,938 shares; 2024Q4: 10,665 shares; 2025Q1: 9,591 shares; 2025Q2: 9,231 shares; 2025Q3: 8,726 shares; 2025Q4: 8,953 shares; 2026Q1: 8,783 shares 8,783 $761K 0.01% -170 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 10,087 shares; 2025Q1: 8,875 shares; 2025Q2: 9,141 shares; 2025Q3: 9,146 shares; 2025Q4: 9,154 shares; 2026Q1: 8,297 shares 8,297 $754K 0.01% -857 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: 5,967 shares; 2024Q4: 5,880 shares; 2025Q1: 8,160 shares; 2025Q2: 7,413 shares; 2025Q3: 11,776 shares; 2025Q4: 7,407 shares; 2026Q1: 6,907 shares 6,907 $733K 0.01% -500 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,238 shares; 2025Q1: 11,644 shares; 2025Q2: 13,738 shares; 2025Q3: 16,819 shares; 2025Q4: 16,542 shares; 2026Q1: 19,314 shares 19,314 $726K 0.01% +2,772 Timeline SCHK 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: 11,532 shares; 2024Q4: 23,064 shares; 2025Q1: 23,064 shares; 2025Q2: 23,064 shares; 2025Q3: 23,064 shares; 2025Q4: 23,064 shares; 2026Q1: 23,064 shares 23,064 $723K 0.01% 0 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: 4,212 shares; 2024Q4: 4,605 shares; 2025Q1: 6,159 shares; 2025Q2: 5,479 shares; 2025Q3: 5,905 shares; 2025Q4: 5,979 shares; 2026Q1: 6,431 shares 6,431 $717K 0.01% +452 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: 10,538 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,035 shares; 2025Q3: 7,533 shares; 2025Q4: 7,483 shares; 2026Q1: 7,633 shares 7,633 $712K 0.01% +150 Timeline VRP 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: 34,085 shares; 2024Q4: 33,095 shares; 2025Q1: 33,095 shares; 2025Q2: 30,542 shares; 2025Q3: 30,542 shares; 2025Q4: 30,542 shares; 2026Q1: 29,681 shares 29,681 $712K 0.01% -861 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,815 shares; 2025Q1: 11,734 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares; 2025Q4: 9,403 shares; 2026Q1: 9,692 shares 9,692 $708K 0.01% +289 Timeline IAGG 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: 4,923 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 18,955 shares; 2025Q3: 19,433 shares; 2025Q4: 14,729 shares; 2026Q1: 14,117 shares 14,117 $706K 0.01% -612 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,270 shares; 2025Q4: 5,134 shares; 2026Q1: 4,809 shares 4,809 $701K 0.01% -325 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,610 shares; 2024Q4: 16,500 shares; 2025Q1: 13,702 shares; 2025Q2: 7,347 shares; 2025Q3: 5,133 shares; 2025Q4: 4,172 shares; 2026Q1: 3,495 shares 3,495 $691K 0.01% -677 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 8,254 shares; 2025Q3: 13,450 shares; 2025Q4: 13,858 shares; 2026Q1: 13,858 shares 13,858 $686K 0.01% 0 Timeline SMMD 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: 8,977 shares; 2025Q3: 8,977 shares; 2025Q4: 8,977 shares; 2026Q1: 8,977 shares 8,977 $685K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,360 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares 2,222 $664K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,579 shares 10,579 $663K 0.01% new 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: 1,879 shares; 2024Q4: 1,625 shares; 2025Q1: 1,615 shares; 2025Q2: 2,663 shares; 2025Q3: 2,061 shares; 2025Q4: 1,873 shares; 2026Q1: 1,908 shares 1,908 $659K 0.01% +35 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: 3,506 shares; 2024Q4: 3,535 shares; 2025Q1: 3,159 shares; 2025Q2: 3,554 shares; 2025Q3: 3,462 shares; 2025Q4: 4,325 shares; 2026Q1: 4,124 shares 4,124 $649K 0.01% -201 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,189 shares; 2026Q1: 7,124 shares 7,124 $648K 0.01% -65 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: 13,050 shares; 2024Q4: 9,890 shares; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 1,971 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $644K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,581 shares; 2025Q1: not reported; 2025Q2: 7,461 shares; 2025Q3: 7,461 shares; 2025Q4: 8,036 shares; 2026Q1: 7,278 shares 7,278 $639K 0.01% -758 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,466 shares; 2025Q1: 16,429 shares; 2025Q2: 16,402 shares; 2025Q3: 15,819 shares; 2025Q4: 15,895 shares; 2026Q1: 17,225 shares 17,225 $626K 0.01% +1,330 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: 5,840 shares; 2024Q4: 6,840 shares; 2025Q1: 6,984 shares; 2025Q2: 6,620 shares; 2025Q3: 6,365 shares; 2025Q4: 6,289 shares; 2026Q1: 6,300 shares 6,300 $615K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 4,473 shares; 2025Q4: 5,989 shares; 2026Q1: 5,683 shares 5,683 $615K 0.01% -306 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,303 shares 13,303 $609K 0.01% new Timeline FNDA 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: 9,371 shares; 2024Q4: 18,596 shares; 2025Q1: 18,596 shares; 2025Q2: 18,596 shares; 2025Q3: 18,596 shares; 2025Q4: 18,596 shares; 2026Q1: 18,596 shares 18,596 $603K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,583 shares; 2024Q4: 24,373 shares; 2025Q1: 17,651 shares; 2025Q2: 12,541 shares; 2025Q3: 13,956 shares; 2025Q4: 11,037 shares; 2026Q1: 12,406 shares 12,406 $598K 0.01% +1,369 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,568 shares; 2025Q1: not reported; 2025Q2: 155,156 shares; 2025Q3: 158,365 shares; 2025Q4: 27,399 shares; 2026Q1: 18,645 shares 18,645 $597K 0.01% -8,754 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: 47,069 shares; 2024Q4: 41,715 shares; 2025Q1: 34,031 shares; 2025Q2: 27,702 shares; 2025Q3: 27,026 shares; 2025Q4: 17,302 shares; 2026Q1: 12,681 shares 12,681 $596K 0.01% -4,621 Timeline MNAT MARQUETTE NATL CORP More: the full row for MARQUETTE NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,528 shares; 2025Q2: 19,528 shares; 2025Q3: 19,328 shares; 2025Q4: 19,328 shares; 2026Q1: 18,564 shares 18,564 $595K 0.01% -764 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: 8,099 shares; 2024Q4: 7,851 shares; 2025Q1: 6,455 shares; 2025Q2: 5,554 shares; 2025Q3: 5,937 shares; 2025Q4: 8,926 shares; 2026Q1: 8,205 shares 8,205 $595K 0.01% -721 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: 1,620 shares; 2024Q4: 1,692 shares; 2025Q1: 2,005 shares; 2025Q2: 2,686 shares; 2025Q3: 2,949 shares; 2025Q4: 3,528 shares; 2026Q1: 2,990 shares 2,990 $593K 0.01% -538 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,199 shares; 2025Q1: 3,459 shares; 2025Q2: 2,687 shares; 2025Q3: 4,019 shares; 2025Q4: 3,850 shares; 2026Q1: 4,521 shares 4,521 $592K 0.01% +671 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 3,413 shares; 2025Q4: 3,307 shares; 2026Q1: 3,248 shares 3,248 $589K 0.01% -59 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,381 shares; 2025Q4: 92,381 shares; 2026Q1: 92,381 shares 92,381 $588K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 5,414 shares; 2025Q1: 5,134 shares; 2025Q2: 6,934 shares; 2025Q3: 7,503 shares; 2025Q4: 8,959 shares; 2026Q1: 8,937 shares 8,937 $581K 0.01% -22 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares; 2026Q1: 15,999 shares 15,999 $581K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 11,913 shares; 2025Q1: 9,398 shares; 2025Q2: 8,431 shares; 2025Q3: 6,833 shares; 2025Q4: 5,510 shares; 2026Q1: 5,518 shares 5,518 $580K 0.01% +8 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: 522 shares; 2024Q4: 558 shares; 2025Q1: 599 shares; 2025Q2: 618 shares; 2025Q3: 701 shares; 2025Q4: 641 shares; 2026Q1: 639 shares 639 $572K 0.01% -2 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: 3,319 shares; 2024Q4: 4,351 shares; 2025Q1: 3,860 shares; 2025Q2: 3,926 shares; 2025Q3: 4,609 shares; 2025Q4: 4,444 shares; 2026Q1: 4,849 shares 4,849 $570K 0.01% +405 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: 6,477 shares; 2024Q4: 6,813 shares; 2025Q1: 6,326 shares; 2025Q2: 6,605 shares; 2025Q3: 6,605 shares; 2025Q4: 6,711 shares; 2026Q1: 6,108 shares 6,108 $565K 0.01% -603 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 3,583 shares; 2025Q4: 3,635 shares; 2026Q1: 4,259 shares 4,259 $563K 0.01% +624 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: 208 shares; 2024Q4: 234 shares; 2025Q1: 230 shares; 2025Q2: 2,700 shares; 2025Q3: 3,375 shares; 2025Q4: 3,628 shares; 2026Q1: 6,067 shares 6,067 $560K 0.01% +2,439 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 19,050 shares; 2025Q4: 22,737 shares; 2026Q1: 23,064 shares 23,064 $560K 0.01% +327 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: 1,182 shares; 2024Q4: 1,552 shares; 2025Q1: 1,993 shares; 2025Q2: 33,671 shares; 2025Q3: 35,972 shares; 2025Q4: 5,978 shares; 2026Q1: 4,727 shares 4,727 $559K 0.01% -1,251 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 8,704 shares; 2025Q1: 6,945 shares; 2025Q2: 8,945 shares; 2025Q3: 15,228 shares; 2025Q4: 10,093 shares; 2026Q1: 8,182 shares 8,182 $558K 0.01% -1,911 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,122 shares; 2024Q4: 92,711 shares; 2025Q1: 86,490 shares; 2025Q2: 16,372 shares; 2025Q3: 10,696 shares; 2025Q4: 8,659 shares; 2026Q1: 8,252 shares 8,252 $555K 0.01% -407 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,316 shares; 2025Q1: 12,297 shares; 2025Q2: 10,526 shares; 2025Q3: 9,336 shares; 2025Q4: 6,623 shares; 2026Q1: 5,042 shares 5,042 $553K 0.01% -1,581 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,738 shares; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 9,124 shares; 2026Q1: 6,507 shares 6,507 $551K 0.01% -2,617 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,667 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 5,472 shares; 2025Q4: 5,422 shares; 2026Q1: 5,001 shares 5,001 $549K 0.01% -421 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,097 shares; 2025Q1: 3,997 shares; 2025Q2: 3,189 shares; 2025Q3: 2,608 shares; 2025Q4: 2,046 shares; 2026Q1: 1,507 shares 1,507 $548K 0.01% -539 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,214 shares; 2024Q4: 20,753 shares; 2025Q1: 14,436 shares; 2025Q2: 10,027 shares; 2025Q3: 9,655 shares; 2025Q4: 8,955 shares; 2026Q1: 9,280 shares 9,280 $543K 0.01% +325 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $542K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 6,250 shares; 2025Q2: 6,864 shares; 2025Q3: 7,787 shares; 2025Q4: 7,787 shares; 2026Q1: 7,721 shares 7,721 $542K 0.01% -66 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: 347 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 428 shares; 2025Q3: 361 shares; 2025Q4: 341 shares; 2026Q1: 313 shares 313 $541K 0.01% -28 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: 12,128 shares; 2024Q4: 11,523 shares; 2025Q1: 10,073 shares; 2025Q2: 9,028 shares; 2025Q3: 8,240 shares; 2025Q4: 6,785 shares; 2026Q1: 5,501 shares 5,501 $531K 0.01% -1,284 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,611 shares; 2025Q1: 3,611 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares 3,611 $526K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 16,789 shares; 2025Q1: 16,931 shares; 2025Q2: 15,541 shares; 2025Q3: 15,466 shares; 2025Q4: 14,466 shares; 2026Q1: 14,658 shares 14,658 $523K 0.01% +192 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,963 shares; 2025Q1: 5,253 shares; 2025Q2: 3,614 shares; 2025Q3: 3,275 shares; 2025Q4: 3,526 shares; 2026Q1: 3,300 shares 3,300 $519K 0.01% -226 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,915 shares; 2025Q1: 1,634 shares; 2025Q2: 1,855 shares; 2025Q3: 1,621 shares; 2025Q4: 1,738 shares; 2026Q1: 2,071 shares 2,071 $518K 0.01% +333 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: 5,992 shares; 2024Q4: 6,787 shares; 2025Q1: 8,035 shares; 2025Q2: 8,062 shares; 2025Q3: 6,626 shares; 2025Q4: 6,304 shares; 2026Q1: 6,929 shares 6,929 $516K 0.01% +625 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: 2,995 shares; 2024Q4: 2,992 shares; 2025Q1: 3,016 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 3,402 shares; 2026Q1: 3,288 shares 3,288 $511K 0.01% -114 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: 5,406 shares; 2024Q4: 3,295 shares; 2025Q1: 3,452 shares; 2025Q2: 4,401 shares; 2025Q3: 4,121 shares; 2025Q4: 3,078 shares; 2026Q1: 2,578 shares 2,578 $511K 0.01% -500 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 11,106 shares; 2025Q1: 9,106 shares; 2025Q2: 10,180 shares; 2025Q3: 10,180 shares; 2025Q4: 9,234 shares; 2026Q1: 9,234 shares 9,234 $510K 0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,048 shares; 2025Q1: 1,507 shares; 2025Q2: 1,600 shares; 2025Q3: 1,879 shares; 2025Q4: 1,876 shares; 2026Q1: 1,734 shares 1,734 $507K 0.01% -142 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,892 shares 26,892 $502K 0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,552 shares 24,552 $501K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 2,231 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 2,107 shares 2,107 $501K 0.01% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 1,381 shares 1,381 $496K 0.01% +635 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 671 shares; 2025Q1: 673 shares; 2025Q2: 969 shares; 2025Q3: 927 shares; 2025Q4: 945 shares; 2026Q1: 986 shares 986 $484K 0.01% +41 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 2,776 shares; 2025Q1: 2,007 shares; 2025Q2: 2,010 shares; 2025Q3: 2,017 shares; 2025Q4: 1,550 shares; 2026Q1: 1,454 shares 1,454 $475K 0.01% -96 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,489 shares; 2025Q1: not reported; 2025Q2: 7,282 shares; 2025Q3: 7,819 shares; 2025Q4: 7,837 shares; 2026Q1: 7,590 shares 7,590 $470K 0.01% -247 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: 3,428 shares; 2024Q4: 3,657 shares; 2025Q1: 2,793 shares; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 3,328 shares; 2026Q1: 3,430 shares 3,430 $464K 0.01% +102 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: not reported; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: 2,341 shares; 2025Q4: 3,679 shares; 2026Q1: 6,255 shares 6,255 $462K 0.01% +2,576 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,079 shares; 2025Q1: 2,975 shares; 2025Q2: 2,792 shares; 2025Q3: 2,564 shares; 2025Q4: 2,505 shares; 2026Q1: 2,352 shares 2,352 $459K 0.01% -153 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares 3,845 $455K 0.01% 0 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: 16,433 shares; 2024Q4: 15,115 shares; 2025Q1: 22,497 shares; 2025Q2: 22,469 shares; 2025Q3: 16,869 shares; 2025Q4: 15,514 shares; 2026Q1: 14,897 shares 14,897 $455K 0.01% -617 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 439 shares; 2025Q4: 517 shares; 2026Q1: 613 shares 613 $453K 0.01% +96 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: 87,004 shares; 2024Q4: 85,251 shares; 2025Q1: not reported; 2025Q2: 5,504 shares; 2025Q3: 5,501 shares; 2025Q4: 4,996 shares; 2026Q1: 4,872 shares 4,872 $453K 0.01% -124 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS 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: 1,675 shares; 2025Q4: 1,773 shares; 2026Q1: 1,796 shares 1,796 $452K 0.01% +23 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 2,562 shares; 2025Q3: 2,134 shares; 2025Q4: 2,129 shares; 2026Q1: 2,707 shares 2,707 $450K 0.01% +578 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: 597 shares; 2024Q4: 1,292 shares; 2025Q1: 1,268 shares; 2025Q2: 1,654 shares; 2025Q3: 1,614 shares; 2025Q4: 4,192 shares; 2026Q1: 4,245 shares 4,245 $444K 0.01% +53 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,501 shares; 2024Q4: 41,457 shares; 2025Q1: 25,859 shares; 2025Q2: 23,883 shares; 2025Q3: 21,937 shares; 2025Q4: 19,858 shares; 2026Q1: 20,675 shares 20,675 $437K 0.01% +817 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: 2,050 shares; 2024Q4: 2,118 shares; 2025Q1: 1,906 shares; 2025Q2: 2,168 shares; 2025Q3: 1,819 shares; 2025Q4: 1,607 shares; 2026Q1: 1,540 shares 1,540 $435K 0.01% -67 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: 9,560 shares; 2024Q4: 3,471 shares; 2025Q1: 3,071 shares; 2025Q2: 2,188 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 3,914 shares 3,914 $432K 0.01% +1,982 Timeline DON 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: 8,318 shares; 2024Q4: 8,318 shares; 2025Q1: 8,318 shares; 2025Q2: 8,318 shares; 2025Q3: 8,154 shares; 2025Q4: 8,154 shares; 2026Q1: 8,154 shares 8,154 $428K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,049 shares 1,049 $428K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,698 shares; 2025Q4: 4,441 shares; 2026Q1: 3,829 shares 3,829 $426K 0.01% -612 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: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 11,563 shares; 2025Q3: 11,563 shares; 2025Q4: 15,000 shares; 2026Q1: 13,821 shares 13,821 $424K 0.01% -1,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,617 shares; 2025Q3: 4,723 shares; 2025Q4: 4,791 shares; 2026Q1: 4,442 shares 4,442 $417K 0.01% -349 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,108 shares; 2025Q1: 8,386 shares; 2025Q2: 8,350 shares; 2025Q3: 8,330 shares; 2025Q4: 7,679 shares; 2026Q1: 7,679 shares 7,679 $410K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 2,662 shares; 2025Q1: 2,619 shares; 2025Q2: 2,714 shares; 2025Q3: 2,425 shares; 2025Q4: 2,101 shares; 2026Q1: 2,089 shares 2,089 $410K 0.01% -12 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: 3,917 shares; 2024Q4: 4,059 shares; 2025Q1: 2,769 shares; 2025Q2: 3,361 shares; 2025Q3: 3,504 shares; 2025Q4: 4,625 shares; 2026Q1: 4,513 shares 4,513 $408K 0.01% -112 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: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 728 shares; 2025Q3: 644 shares; 2025Q4: 722 shares; 2026Q1: 1,044 shares 1,044 $408K 0.01% +322 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $402K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 1,336 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,064 shares; 2025Q4: 974 shares; 2026Q1: 977 shares 977 $398K 0.01% +3 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: 218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 479 shares; 2026Q1: 514 shares 514 $397K 0.01% +35 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: not reported; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,888 shares; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 6,320 shares 6,320 $397K 0.01% +4,163 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: 3,364 shares; 2024Q4: 3,535 shares; 2025Q1: 2,887 shares; 2025Q2: 1,388 shares; 2025Q3: 1,407 shares; 2025Q4: 1,658 shares; 2026Q1: 1,880 shares 1,880 $391K 0.01% +222 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,627 shares; 2025Q1: 3,084 shares; 2025Q2: 3,405 shares; 2025Q3: 3,766 shares; 2025Q4: 3,338 shares; 2026Q1: 3,963 shares 3,963 $390K 0.01% +625 Timeline FFIV F5 INC More: the full row for F5 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: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares 1,345 $389K 0.01% 0 Timeline BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 9,841 shares; 2025Q1: 8,743 shares; 2025Q2: 7,943 shares; 2025Q3: 8,184 shares; 2025Q4: 8,810 shares; 2026Q1: 8,299 shares 8,299 $387K 0.01% -511 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,390 shares 2,390 $380K 0.01% +59 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,974 shares; 2025Q1: 1,923 shares; 2025Q2: 1,485 shares; 2025Q3: 2,102 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares 1,435 $376K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,025 shares; 2025Q4: 1,978 shares; 2026Q1: 1,976 shares 1,976 $375K 0.01% -2 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,206 shares; 2025Q1: 1,424 shares; 2025Q2: 1,656 shares; 2025Q3: 1,179 shares; 2025Q4: 1,136 shares; 2026Q1: 1,242 shares 1,242 $374K 0.01% +106 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: 6,920 shares; 2024Q4: 7,264 shares; 2025Q1: 7,045 shares; 2025Q2: 7,140 shares; 2025Q3: 3,396 shares; 2025Q4: 2,580 shares; 2026Q1: 2,663 shares 2,663 $372K 0.01% +83 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: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 384 shares; 2025Q4: 271 shares; 2026Q1: 269 shares 269 $371K 0.01% -2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $369K 0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 23,859 shares; 2025Q1: 21,673 shares; 2025Q2: 20,826 shares; 2025Q3: 22,744 shares; 2025Q4: 22,494 shares; 2026Q1: 24,721 shares 24,721 $368K 0.01% +2,227 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,092 shares; 2026Q1: 5,059 shares 5,059 $368K 0.01% -33 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: 2,130 shares; 2024Q4: 2,093 shares; 2025Q1: 2,163 shares; 2025Q2: 2,607 shares; 2025Q3: 6,778 shares; 2025Q4: 6,538 shares; 2026Q1: 6,580 shares 6,580 $367K 0.01% +42 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: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,516 shares 2,516 $366K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 3,728 shares; 2025Q3: 4,628 shares; 2025Q4: 4,594 shares; 2026Q1: 2,557 shares 2,557 $364K 0.01% -2,037 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,916 shares; 2024Q4: 148,446 shares; 2025Q1: 139,879 shares; 2025Q2: 129,701 shares; 2025Q3: 120,349 shares; 2025Q4: 29,617 shares; 2026Q1: 9,934 shares 9,934 $364K 0.01% -19,683 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 17,882 shares; 2025Q1: 14,499 shares; 2025Q2: 14,211 shares; 2025Q3: 13,559 shares; 2025Q4: 12,505 shares; 2026Q1: 13,950 shares 13,950 $363K 0.01% +1,445 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,904 shares 3,904 $362K 0.01% new Timeline SCHE 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: 16,245 shares; 2024Q4: 16,825 shares; 2025Q1: 16,825 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 10,985 shares; 2026Q1: 10,985 shares 10,985 $362K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,721 shares; 2026Q1: 2,671 shares 2,671 $362K 0.01% -50 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 1,655 shares 1,655 $359K 0.01% +432 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: 1,092 shares; 2024Q4: 1,116 shares; 2025Q1: 1,259 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $355K 0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,138 shares 21,138 $353K 0.01% new 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: 9,019 shares; 2024Q4: 7,688 shares; 2025Q1: 7,859 shares; 2025Q2: 7,328 shares; 2025Q3: 6,314 shares; 2025Q4: 4,675 shares; 2026Q1: 4,104 shares 4,104 $350K 0.01% -571 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: not reported; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 1,128 shares; 2025Q3: 1,113 shares; 2025Q4: 886 shares; 2026Q1: 1,239 shares 1,239 $348K 0.01% +353 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,583 shares; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 2,272 shares; 2026Q1: 2,241 shares 2,241 $348K 0.01% -31 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,063 shares; 2026Q1: 1,999 shares 1,999 $344K 0.01% -64 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,112 shares; 2025Q1: 10,111 shares; 2025Q2: 7,632 shares; 2025Q3: 6,764 shares; 2025Q4: 6,924 shares; 2026Q1: 7,046 shares 7,046 $343K 0.01% +122 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE 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: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares 1,141 $339K 0.01% +11 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 33,952 shares; 2025Q1: 33,290 shares; 2025Q2: 34,459 shares; 2025Q3: 33,167 shares; 2025Q4: 31,237 shares; 2026Q1: 30,052 shares 30,052 $339K 0.01% -1,185 Timeline PGX 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: 67,432 shares; 2024Q4: 55,617 shares; 2025Q1: 51,923 shares; 2025Q2: 48,574 shares; 2025Q3: 52,959 shares; 2025Q4: 48,574 shares; 2026Q1: 31,122 shares 31,122 $339K 0.01% -17,452 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,315 shares; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 1,109 shares; 2025Q4: 1,368 shares; 2026Q1: 1,443 shares 1,443 $337K 0.01% +75 Timeline QQQE 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: 3,425 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,460 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $335K 0.01% 0 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: 7,707 shares; 2024Q4: 7,932 shares; 2025Q1: 8,204 shares; 2025Q2: 6,618 shares; 2025Q3: 7,115 shares; 2025Q4: 6,291 shares; 2026Q1: 5,945 shares 5,945 $335K 0.01% -346 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,648 shares; 2024Q4: 19,273 shares; 2025Q1: 13,320 shares; 2025Q2: 9,109 shares; 2025Q3: 7,225 shares; 2025Q4: 5,461 shares; 2026Q1: 4,605 shares 4,605 $335K 0.01% -856 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 22,559 shares; 2025Q1: 14,643 shares; 2025Q2: 13,284 shares; 2025Q3: 10,942 shares; 2025Q4: 11,979 shares; 2026Q1: 12,597 shares 12,597 $334K 0.01% +618 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 8,653 shares; 2025Q1: 7,078 shares; 2025Q2: 7,093 shares; 2025Q3: 4,042 shares; 2025Q4: 3,865 shares; 2026Q1: 3,211 shares 3,211 $333K 0.01% -654 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 5,063 shares; 2025Q1: 5,074 shares; 2025Q2: 4,943 shares; 2025Q3: 3,597 shares; 2025Q4: 3,605 shares; 2026Q1: 3,579 shares 3,579 $330K 0.01% -26 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares 2,267 $328K 0.01% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $327K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,574 shares 1,574 $325K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,844 shares; 2025Q1: 2,653 shares; 2025Q2: 2,632 shares; 2025Q3: 3,544 shares; 2025Q4: 3,400 shares; 2026Q1: 4,028 shares 4,028 $323K 0.01% +628 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 82,330 shares 82,330 $322K 0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 1,079 shares; 2025Q4: 1,087 shares; 2026Q1: 1,159 shares 1,159 $321K 0.01% +72 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,844 shares; 2024Q4: 108,374 shares; 2025Q1: 70,520 shares; 2025Q2: 23,474 shares; 2025Q3: 19,398 shares; 2025Q4: 12,120 shares; 2026Q1: 6,237 shares 6,237 $320K 0.01% -5,883 Timeline SCHM 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: 3,171 shares; 2024Q4: 9,693 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,513 shares; 2025Q4: 10,308 shares; 2026Q1: 10,308 shares 10,308 $319K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 2,218 shares 2,218 $318K 0.01% new Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $316K 0.01% 0 Timeline DHS 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares 2,886 $315K 0.01% 0 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $315K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 19,841 shares; 2025Q1: 18,552 shares; 2025Q2: 18,403 shares; 2025Q3: 17,857 shares; 2025Q4: 18,104 shares; 2026Q1: 18,509 shares 18,509 $314K 0.01% +405 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 14,207 shares; 2025Q3: 14,207 shares; 2025Q4: 14,240 shares; 2026Q1: 20,830 shares 20,830 $312K 0.01% +6,590 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 14,249 shares; 2025Q1: 13,960 shares; 2025Q2: 14,049 shares; 2025Q3: 13,634 shares; 2025Q4: 11,743 shares; 2026Q1: 11,920 shares 11,920 $311K 0.01% +177 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 532 shares; 2025Q1: 435 shares; 2025Q2: 455 shares; 2025Q3: 444 shares; 2025Q4: 296 shares; 2026Q1: 267 shares 267 $309K 0.01% -29 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 6,187 shares; 2025Q3: 5,471 shares; 2025Q4: 4,722 shares; 2026Q1: 4,719 shares 4,719 $309K 0.01% -3 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: not reported; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $308K 0.01% 0 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 9,925 shares; 2025Q1: 7,585 shares; 2025Q2: 6,882 shares; 2025Q3: 7,876 shares; 2025Q4: 8,290 shares; 2026Q1: 8,343 shares 8,343 $307K 0.01% +53 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,821 shares 4,821 $307K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 5,575 shares; 2025Q3: 5,514 shares; 2025Q4: 6,174 shares; 2026Q1: 6,263 shares 6,263 $306K 0.01% +89 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,009 shares; 2026Q1: 5,327 shares 5,327 $303K 0.01% +318 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,251 shares; 2025Q4: 3,207 shares; 2026Q1: 3,249 shares 3,249 $303K 0.01% +42 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,230 shares; 2025Q1: 1,195 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,373 shares; 2026Q1: 1,446 shares 1,446 $301K 0.01% +73 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 29,517 shares; 2025Q1: 23,601 shares; 2025Q2: 20,407 shares; 2025Q3: 16,951 shares; 2025Q4: 19,599 shares; 2026Q1: 19,163 shares 19,163 $300K 0.01% -436 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares 1,107 $299K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $297K <0.01% 0 Timeline