AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076,711 shares; 2024Q4: 1,095,665 shares; 2025Q1: 1,138,299 shares; 2025Q2: 1,127,141 shares; 2025Q3: 1,121,589 shares; 2025Q4: not reported; 2026Q1: 1,107,179 shares 1,107,179 $281M 3.42% new 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: 706,809 shares; 2024Q4: 708,591 shares; 2025Q1: 696,901 shares; 2025Q2: 700,470 shares; 2025Q3: 702,090 shares; 2025Q4: 700,036 shares; 2026Q1: 757,482 shares 757,482 $280M 3.42% +57,446 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300,676 shares; 2024Q4: 1,247,815 shares; 2025Q1: 1,257,865 shares; 2025Q2: 1,267,402 shares; 2025Q3: 1,171,024 shares; 2025Q4: 1,185,117 shares; 2026Q1: 1,212,205 shares 1,212,205 $211M 2.57% +27,088 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: 617,026 shares; 2024Q4: 614,399 shares; 2025Q1: 632,808 shares; 2025Q2: 708,036 shares; 2025Q3: 707,847 shares; 2025Q4: not reported; 2026Q1: 783,132 shares 783,132 $163M 1.99% new 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: 428,361 shares; 2024Q4: 430,298 shares; 2025Q1: 426,722 shares; 2025Q2: 424,292 shares; 2025Q3: 421,475 shares; 2025Q4: 426,710 shares; 2026Q1: 449,675 shares 449,675 $129M 1.57% +22,965 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: 454,547 shares; 2024Q4: 454,538 shares; 2025Q1: 468,308 shares; 2025Q2: 487,609 shares; 2025Q3: 466,162 shares; 2025Q4: 453,325 shares; 2026Q1: 437,159 shares 437,159 $126M 1.53% -16,166 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: 359,551 shares; 2024Q4: 365,036 shares; 2025Q1: 397,818 shares; 2025Q2: 405,686 shares; 2025Q3: 401,987 shares; 2025Q4: 388,517 shares; 2026Q1: 382,956 shares 382,956 $113M 1.37% -5,561 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: 161,330 shares; 2024Q4: 169,535 shares; 2025Q1: 174,098 shares; 2025Q2: 181,487 shares; 2025Q3: 179,236 shares; 2025Q4: 184,222 shares; 2026Q1: 195,992 shares 195,992 $112M 1.37% +11,770 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: 196,745 shares; 2024Q4: 195,316 shares; 2025Q1: 198,363 shares; 2025Q2: 201,683 shares; 2025Q3: 199,999 shares; 2025Q4: not reported; 2026Q1: 205,356 shares 205,356 $98.4M 1.2% new 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: 326,678 shares; 2024Q4: 326,050 shares; 2025Q1: 321,419 shares; 2025Q2: 305,854 shares; 2025Q3: 309,708 shares; 2025Q4: 296,054 shares; 2026Q1: 305,523 shares 305,523 $94.6M 1.15% +9,469 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: 94,116 shares; 2024Q4: 96,657 shares; 2025Q1: 93,960 shares; 2025Q2: 93,762 shares; 2025Q3: 91,724 shares; 2025Q4: 90,791 shares; 2026Q1: 93,698 shares 93,698 $93.4M 1.14% +2,907 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: 105,039 shares; 2024Q4: 110,294 shares; 2025Q1: 126,006 shares; 2025Q2: 125,559 shares; 2025Q3: 113,559 shares; 2025Q4: 120,186 shares; 2026Q1: 120,620 shares 120,620 $78.4M 0.96% +434 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: 136,099 shares; 2024Q4: 135,258 shares; 2025Q1: 127,209 shares; 2025Q2: 137,911 shares; 2025Q3: 137,808 shares; 2025Q4: not reported; 2026Q1: 135,725 shares 135,725 $78.3M 0.95% new 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: 105,807 shares; 2024Q4: 107,155 shares; 2025Q1: 109,024 shares; 2025Q2: 120,944 shares; 2025Q3: 120,112 shares; 2025Q4: 105,634 shares; 2026Q1: 104,059 shares 104,059 $68M 0.83% -1,575 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: 77,967 shares; 2024Q4: 72,683 shares; 2025Q1: 73,357 shares; 2025Q2: 72,733 shares; 2025Q3: 67,014 shares; 2025Q4: 69,367 shares; 2026Q1: 73,784 shares 73,784 $67.9M 0.83% +4,417 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: 97,283 shares; 2024Q4: 99,670 shares; 2025Q1: 97,663 shares; 2025Q2: 111,953 shares; 2025Q3: 111,063 shares; 2025Q4: 155,569 shares; 2026Q1: 156,230 shares 156,230 $66.6M 0.81% +661 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: 57,096 shares; 2024Q4: 60,066 shares; 2025Q1: 72,683 shares; 2025Q2: 78,733 shares; 2025Q3: 86,026 shares; 2025Q4: 92,739 shares; 2026Q1: 99,231 shares 99,231 $59.3M 0.72% +6,492 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: 144,482 shares; 2024Q4: 143,552 shares; 2025Q1: 136,421 shares; 2025Q2: 138,047 shares; 2025Q3: 146,483 shares; 2025Q4: 146,889 shares; 2026Q1: 156,006 shares 156,006 $58M 0.71% +9,117 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: 474,677 shares; 2024Q4: 490,349 shares; 2025Q1: 484,613 shares; 2025Q2: 470,449 shares; 2025Q3: 482,226 shares; 2025Q4: 452,572 shares; 2026Q1: 463,259 shares 463,259 $57.6M 0.7% +10,687 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: 133,739 shares; 2024Q4: 126,171 shares; 2025Q1: 119,067 shares; 2025Q2: 115,436 shares; 2025Q3: 104,521 shares; 2025Q4: not reported; 2026Q1: 102,510 shares 102,510 $56.3M 0.69% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289,604 shares; 2025Q2: 1,150,247 shares; 2025Q3: 2,002,184 shares; 2025Q4: 1,835,695 shares; 2026Q1: 1,962,164 shares 1,962,164 $54.8M 0.67% +126,469 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: 182,119 shares; 2024Q4: 176,869 shares; 2025Q1: 180,535 shares; 2025Q2: 177,965 shares; 2025Q3: 180,848 shares; 2025Q4: 175,456 shares; 2026Q1: 178,417 shares 178,417 $53.9M 0.66% +2,961 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: 65,428 shares; 2024Q4: 66,266 shares; 2025Q1: 68,878 shares; 2025Q2: 69,994 shares; 2025Q3: 66,450 shares; 2025Q4: 66,231 shares; 2026Q1: 63,621 shares 63,621 $53.8M 0.66% -2,610 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,072 shares; 2024Q4: 854,063 shares; 2025Q1: 888,654 shares; 2025Q2: 360,201 shares; 2025Q3: 532,960 shares; 2025Q4: 527,776 shares; 2026Q1: 636,632 shares 636,632 $52.8M 0.64% +108,856 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: 61,198 shares; 2024Q4: 55,124 shares; 2025Q1: 58,676 shares; 2025Q2: 59,502 shares; 2025Q3: 64,755 shares; 2025Q4: 70,526 shares; 2026Q1: 71,566 shares 71,566 $50.7M 0.62% +1,040 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,376 shares; 2024Q4: 198,277 shares; 2025Q1: 147,749 shares; 2025Q2: 210,353 shares; 2025Q3: 282,495 shares; 2025Q4: 460,727 shares; 2026Q1: 536,020 shares 536,020 $49.1M 0.6% +75,293 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: 127,982 shares; 2024Q4: 126,210 shares; 2025Q1: 130,967 shares; 2025Q2: 139,867 shares; 2025Q3: 139,516 shares; 2025Q4: 139,824 shares; 2026Q1: 143,712 shares 143,712 $47.3M 0.58% +3,888 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: 529,589 shares; 2024Q4: 552,630 shares; 2025Q1: 617,043 shares; 2025Q2: 648,678 shares; 2025Q3: 644,944 shares; 2025Q4: 659,305 shares; 2026Q1: 691,757 shares 691,757 $46.7M 0.57% +32,452 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: 280,550 shares; 2024Q4: 302,244 shares; 2025Q1: 275,920 shares; 2025Q2: 277,883 shares; 2025Q3: 278,316 shares; 2025Q4: 306,362 shares; 2026Q1: 271,775 shares 271,775 $46.1M 0.56% -34,587 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: 179,675 shares; 2024Q4: 181,513 shares; 2025Q1: 177,768 shares; 2025Q2: 182,078 shares; 2025Q3: 183,351 shares; 2025Q4: 177,899 shares; 2026Q1: 186,168 shares 186,168 $45.5M 0.55% +8,269 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: 85,678 shares; 2024Q4: 91,422 shares; 2025Q1: 97,156 shares; 2025Q2: 88,314 shares; 2025Q3: 96,515 shares; 2025Q4: 99,370 shares; 2026Q1: 103,819 shares 103,819 $44.7M 0.54% +4,449 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: 122,152 shares; 2024Q4: 122,449 shares; 2025Q1: 121,231 shares; 2025Q2: 126,635 shares; 2025Q3: 125,213 shares; 2025Q4: 124,559 shares; 2026Q1: 126,044 shares 126,044 $42.6M 0.52% +1,485 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: 565,087 shares; 2024Q4: 589,131 shares; 2025Q1: 598,147 shares; 2025Q2: 598,621 shares; 2025Q3: 591,075 shares; 2025Q4: 601,612 shares; 2026Q1: 602,903 shares 602,903 $42.3M 0.52% +1,291 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: 122,552 shares; 2024Q4: 111,168 shares; 2025Q1: 109,833 shares; 2025Q2: 111,012 shares; 2025Q3: 113,123 shares; 2025Q4: not reported; 2026Q1: 119,841 shares 119,841 $42.2M 0.51% 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: 173,307 shares; 2024Q4: 173,119 shares; 2025Q1: 179,014 shares; 2025Q2: 180,377 shares; 2025Q3: 201,090 shares; 2025Q4: 199,032 shares; 2026Q1: 195,594 shares 195,594 $40.5M 0.49% -3,438 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: 284,508 shares; 2024Q4: 286,343 shares; 2025Q1: 290,226 shares; 2025Q2: 297,457 shares; 2025Q3: 293,320 shares; 2025Q4: 268,104 shares; 2026Q1: 283,045 shares 283,045 $39.4M 0.48% +14,941 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: 541,567 shares; 2024Q4: 533,000 shares; 2025Q1: 348,754 shares; 2025Q2: 323,769 shares; 2025Q3: 318,471 shares; 2025Q4: 299,153 shares; 2026Q1: 261,217 shares 261,217 $38.2M 0.47% -37,936 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: 287,161 shares; 2024Q4: 298,755 shares; 2025Q1: 320,912 shares; 2025Q2: 340,111 shares; 2025Q3: 338,170 shares; 2025Q4: 292,758 shares; 2026Q1: 293,099 shares 293,099 $36.4M 0.44% +341 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: 282,074 shares; 2024Q4: 251,510 shares; 2025Q1: 272,883 shares; 2025Q2: 272,764 shares; 2025Q3: 276,243 shares; 2025Q4: 295,526 shares; 2026Q1: 326,348 shares 326,348 $36M 0.44% +30,822 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: 164,144 shares; 2024Q4: 157,285 shares; 2025Q1: 160,170 shares; 2025Q2: 154,742 shares; 2025Q3: 171,209 shares; 2025Q4: not reported; 2026Q1: 183,279 shares 183,279 $35.4M 0.43% new 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: 148,766 shares; 2024Q4: 149,869 shares; 2025Q1: 152,607 shares; 2025Q2: 161,853 shares; 2025Q3: 167,541 shares; 2025Q4: 159,447 shares; 2026Q1: 156,065 shares 156,065 $33.9M 0.41% -3,382 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,895 shares; 2024Q4: 257,488 shares; 2025Q1: 293,749 shares; 2025Q2: 353,824 shares; 2025Q3: 336,866 shares; 2025Q4: 337,603 shares; 2026Q1: 341,725 shares 341,725 $33.8M 0.41% +4,122 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: 28,750 shares; 2024Q4: 29,515 shares; 2025Q1: 28,203 shares; 2025Q2: 32,102 shares; 2025Q3: 33,198 shares; 2025Q4: 319,760 shares; 2026Q1: 348,410 shares 348,410 $33.5M 0.41% +28,650 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,264 shares; 2025Q3: not reported; 2025Q4: 318,449 shares; 2026Q1: 2,359,218 shares 2,359,218 $32.5M 0.4% +2,040,769 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: 47,236 shares; 2024Q4: 47,412 shares; 2025Q1: 49,451 shares; 2025Q2: 48,954 shares; 2025Q3: 52,985 shares; 2025Q4: 49,950 shares; 2026Q1: 60,452 shares 60,452 $30.2M 0.37% +10,502 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: 173,808 shares; 2024Q4: 185,597 shares; 2025Q1: 186,002 shares; 2025Q2: 234,696 shares; 2025Q3: 184,452 shares; 2025Q4: 151,784 shares; 2026Q1: 218,085 shares 218,085 $29.7M 0.36% +66,301 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: 462,963 shares; 2024Q4: 446,881 shares; 2025Q1: 446,481 shares; 2025Q2: 397,373 shares; 2025Q3: 397,369 shares; 2025Q4: 368,128 shares; 2026Q1: 374,442 shares 374,442 $29.1M 0.35% +6,314 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: 326,814 shares; 2024Q4: 330,574 shares; 2025Q1: 301,312 shares; 2025Q2: 393,283 shares; 2025Q3: 296,146 shares; 2025Q4: 257,289 shares; 2026Q1: 255,894 shares 255,894 $29M 0.35% -1,395 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: 140,596 shares; 2024Q4: 133,374 shares; 2025Q1: 121,641 shares; 2025Q2: 124,841 shares; 2025Q3: 122,371 shares; 2025Q4: 119,849 shares; 2026Q1: 118,429 shares 118,429 $28.9M 0.35% -1,420 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: 827,813 shares; 2024Q4: 567,635 shares; 2025Q1: 545,644 shares; 2025Q2: 614,210 shares; 2025Q3: 630,038 shares; 2025Q4: 565,152 shares; 2026Q1: 554,455 shares 554,455 $27.8M 0.34% -10,697 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: 265,450 shares; 2024Q4: 245,910 shares; 2025Q1: 271,051 shares; 2025Q2: 232,811 shares; 2025Q3: 333,278 shares; 2025Q4: 300,582 shares; 2026Q1: 294,952 shares 294,952 $27.4M 0.33% -5,630 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: 70,520 shares; 2024Q4: 77,155 shares; 2025Q1: 82,740 shares; 2025Q2: 77,724 shares; 2025Q3: 75,729 shares; 2025Q4: 75,287 shares; 2026Q1: 74,624 shares 74,624 $26.7M 0.33% -663 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,510 shares; 2024Q4: 98,093 shares; 2025Q1: 103,213 shares; 2025Q2: 102,713 shares; 2025Q3: 112,073 shares; 2025Q4: 105,097 shares; 2026Q1: 110,260 shares 110,260 $26.5M 0.32% +5,163 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 3,436 shares; 2025Q1: 24,646 shares; 2025Q2: 20,479 shares; 2025Q3: 18,128 shares; 2025Q4: 46,028 shares; 2026Q1: 262,378 shares 262,378 $26.4M 0.32% +216,350 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: 530,155 shares; 2024Q4: 485,850 shares; 2025Q1: 496,815 shares; 2025Q2: 510,309 shares; 2025Q3: 502,586 shares; 2025Q4: not reported; 2026Q1: 531,889 shares 531,889 $25.9M 0.32% 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: 78,317 shares; 2024Q4: 179,136 shares; 2025Q1: 202,296 shares; 2025Q2: 207,311 shares; 2025Q3: 204,544 shares; 2025Q4: 204,509 shares; 2026Q1: 200,417 shares 200,417 $25.7M 0.31% -4,092 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: 119,574 shares; 2024Q4: 117,583 shares; 2025Q1: 109,587 shares; 2025Q2: 106,659 shares; 2025Q3: 107,925 shares; 2025Q4: 110,543 shares; 2026Q1: 109,765 shares 109,765 $25.2M 0.31% -778 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 71,927 shares; 2025Q1: 72,215 shares; 2025Q2: 73,021 shares; 2025Q3: 68,731 shares; 2025Q4: 71,067 shares; 2026Q1: 71,091 shares 71,091 $23.4M 0.28% +24 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: 658,388 shares; 2024Q4: 581,371 shares; 2025Q1: 636,215 shares; 2025Q2: 641,576 shares; 2025Q3: 703,405 shares; 2025Q4: 694,618 shares; 2026Q1: 831,613 shares 831,613 $23.4M 0.28% +136,995 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,619 shares; 2024Q4: 108,539 shares; 2025Q1: 122,248 shares; 2025Q2: 127,607 shares; 2025Q3: 126,038 shares; 2025Q4: not reported; 2026Q1: 111,409 shares 111,409 $22.7M 0.28% 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: 28,529 shares; 2024Q4: 35,124 shares; 2025Q1: 45,129 shares; 2025Q2: 81,625 shares; 2025Q3: 80,290 shares; 2025Q4: 88,729 shares; 2026Q1: 94,563 shares 94,563 $22.5M 0.27% +5,834 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: 206,238 shares; 2024Q4: 203,328 shares; 2025Q1: 202,663 shares; 2025Q2: 165,938 shares; 2025Q3: 161,264 shares; 2025Q4: 164,462 shares; 2026Q1: 184,185 shares 184,185 $22.2M 0.27% +19,723 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: 91,894 shares; 2024Q4: 93,311 shares; 2025Q1: 93,738 shares; 2025Q2: 91,614 shares; 2025Q3: 92,031 shares; 2025Q4: 92,043 shares; 2026Q1: 92,865 shares 92,865 $21.9M 0.27% +822 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: 54,461 shares; 2024Q4: 55,514 shares; 2025Q1: 56,406 shares; 2025Q2: 64,945 shares; 2025Q3: 63,705 shares; 2025Q4: 53,574 shares; 2026Q1: 50,104 shares 50,104 $21.9M 0.27% -3,470 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: 167,457 shares; 2024Q4: 157,398 shares; 2025Q1: 166,854 shares; 2025Q2: 182,720 shares; 2025Q3: 194,472 shares; 2025Q4: 209,386 shares; 2026Q1: 224,382 shares 224,382 $21.8M 0.27% +14,996 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: 146,418 shares; 2024Q4: 147,931 shares; 2025Q1: 144,535 shares; 2025Q2: 146,102 shares; 2025Q3: 138,988 shares; 2025Q4: 143,503 shares; 2026Q1: 148,913 shares 148,913 $21.5M 0.26% +5,410 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,746 shares; 2024Q4: 118,397 shares; 2025Q1: 127,948 shares; 2025Q2: 136,351 shares; 2025Q3: 137,000 shares; 2025Q4: 186,676 shares; 2026Q1: 196,572 shares 196,572 $21.4M 0.26% +9,896 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: 54,823 shares; 2024Q4: 72,592 shares; 2025Q1: 97,520 shares; 2025Q2: 92,152 shares; 2025Q3: 91,720 shares; 2025Q4: not reported; 2026Q1: 61,907 shares 61,907 $21.2M 0.26% new 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: 164,792 shares; 2024Q4: 153,885 shares; 2025Q1: 136,607 shares; 2025Q2: 140,495 shares; 2025Q3: 140,957 shares; 2025Q4: 129,383 shares; 2026Q1: 133,806 shares 133,806 $20.8M 0.25% +4,423 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: 55,750 shares; 2024Q4: 123,144 shares; 2025Q1: 124,524 shares; 2025Q2: 109,550 shares; 2025Q3: 119,460 shares; 2025Q4: 124,216 shares; 2026Q1: 129,033 shares 129,033 $20.7M 0.25% +4,817 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: 38,059 shares; 2024Q4: 37,273 shares; 2025Q1: 41,186 shares; 2025Q2: 51,176 shares; 2025Q3: 45,540 shares; 2025Q4: 49,798 shares; 2026Q1: 52,986 shares 52,986 $20.7M 0.25% +3,188 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: 45,050 shares; 2024Q4: 50,009 shares; 2025Q1: 56,909 shares; 2025Q2: 66,168 shares; 2025Q3: 64,754 shares; 2025Q4: not reported; 2026Q1: 67,830 shares 67,830 $20.5M 0.25% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,978 shares; 2024Q4: 62,746 shares; 2025Q1: 70,184 shares; 2025Q2: 77,887 shares; 2025Q3: 82,314 shares; 2025Q4: 64,532 shares; 2026Q1: 69,834 shares 69,834 $20.1M 0.24% +5,302 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: 203,825 shares; 2024Q4: 205,800 shares; 2025Q1: 196,069 shares; 2025Q2: 187,506 shares; 2025Q3: 196,092 shares; 2025Q4: 205,059 shares; 2026Q1: 214,144 shares 214,144 $19.8M 0.24% +9,085 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: 133,500 shares; 2024Q4: 460,810 shares; 2025Q1: 538,426 shares; 2025Q2: 581,556 shares; 2025Q3: 632,018 shares; 2025Q4: 611,786 shares; 2026Q1: 642,261 shares 642,261 $19.7M 0.24% +30,475 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: 51,046 shares; 2024Q4: 58,113 shares; 2025Q1: 67,054 shares; 2025Q2: 78,647 shares; 2025Q3: 78,819 shares; 2025Q4: 66,317 shares; 2026Q1: 100,270 shares 100,270 $19.7M 0.24% +33,953 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: 14,576 shares; 2024Q4: 15,324 shares; 2025Q1: 16,747 shares; 2025Q2: 24,591 shares; 2025Q3: 25,179 shares; 2025Q4: 26,244 shares; 2026Q1: 27,250 shares 27,250 $19M 0.23% +1,006 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,940 shares; 2024Q4: 621,464 shares; 2025Q1: 637,212 shares; 2025Q2: 346,859 shares; 2025Q3: 327,901 shares; 2025Q4: 295,913 shares; 2026Q1: 300,345 shares 300,345 $18.8M 0.23% +4,432 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: 71,026 shares; 2024Q4: 76,601 shares; 2025Q1: 80,535 shares; 2025Q2: 77,682 shares; 2025Q3: 79,964 shares; 2025Q4: 111,068 shares; 2026Q1: 77,472 shares 77,472 $18.8M 0.23% -33,596 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,971 shares; 2025Q3: 191,432 shares; 2025Q4: 194,180 shares; 2026Q1: 197,770 shares 197,770 $18.7M 0.23% +3,590 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,835 shares; 2024Q4: 386,264 shares; 2025Q1: 374,812 shares; 2025Q2: 359,981 shares; 2025Q3: 368,079 shares; 2025Q4: 357,882 shares; 2026Q1: 343,264 shares 343,264 $18.6M 0.23% -14,618 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: 52,733 shares; 2024Q4: 53,897 shares; 2025Q1: 60,428 shares; 2025Q2: 60,001 shares; 2025Q3: 59,262 shares; 2025Q4: 58,035 shares; 2026Q1: 59,014 shares 59,014 $18.3M 0.22% +979 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: 111,963 shares; 2024Q4: 84,479 shares; 2025Q1: 74,905 shares; 2025Q2: 85,140 shares; 2025Q3: 109,761 shares; 2025Q4: 297,446 shares; 2026Q1: 296,380 shares 296,380 $18.2M 0.22% -1,066 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: 78,114 shares; 2024Q4: 85,572 shares; 2025Q1: 94,757 shares; 2025Q2: 132,598 shares; 2025Q3: 148,333 shares; 2025Q4: 78,669 shares; 2026Q1: 122,998 shares 122,998 $18M 0.22% +44,329 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: 36,117 shares; 2024Q4: 31,687 shares; 2025Q1: 34,026 shares; 2025Q2: 36,058 shares; 2025Q3: 39,410 shares; 2025Q4: 33,279 shares; 2026Q1: 29,597 shares 29,597 $17.9M 0.22% -3,682 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: 14,518 shares; 2024Q4: 13,198 shares; 2025Q1: 13,146 shares; 2025Q2: 209,025 shares; 2025Q3: 204,251 shares; 2025Q4: 202,973 shares; 2026Q1: 192,837 shares 192,837 $17.8M 0.22% -10,136 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,498 shares; 2024Q4: 165,832 shares; 2025Q1: 233,943 shares; 2025Q2: 278,784 shares; 2025Q3: 308,187 shares; 2025Q4: 305,581 shares; 2026Q1: 310,867 shares 310,867 $17.6M 0.21% +5,286 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: 212,955 shares; 2024Q4: 221,944 shares; 2025Q1: 232,818 shares; 2025Q2: 280,689 shares; 2025Q3: 307,348 shares; 2025Q4: 223,038 shares; 2026Q1: 273,686 shares 273,686 $17.5M 0.21% +50,648 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,991 shares; 2024Q4: 15,340 shares; 2025Q1: 27,133 shares; 2025Q2: 64,017 shares; 2025Q3: 150,190 shares; 2025Q4: 155,164 shares; 2026Q1: 157,150 shares 157,150 $17.4M 0.21% +1,986 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,316 shares; 2025Q1: 20,870 shares; 2025Q2: 27,470 shares; 2025Q3: 27,881 shares; 2025Q4: 28,969 shares; 2026Q1: 29,562 shares 29,562 $17.4M 0.21% +593 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: 9,745 shares; 2024Q4: 16,774 shares; 2025Q1: 18,143 shares; 2025Q2: 22,117 shares; 2025Q3: 23,714 shares; 2025Q4: 24,792 shares; 2026Q1: 22,477 shares 22,477 $17.4M 0.21% -2,315 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 396,336 shares; 2026Q1: 398,260 shares 398,260 $17.3M 0.21% +1,924 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: 68,408 shares; 2024Q4: 325,123 shares; 2025Q1: 387,700 shares; 2025Q2: 457,616 shares; 2025Q3: 491,561 shares; 2025Q4: 498,962 shares; 2026Q1: 590,247 shares 590,247 $17.2M 0.21% +91,285 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: 253,849 shares; 2024Q4: 160,790 shares; 2025Q1: 210,216 shares; 2025Q2: 212,951 shares; 2025Q3: 190,259 shares; 2025Q4: 170,918 shares; 2026Q1: 158,396 shares 158,396 $17.1M 0.21% -12,522 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: 187,011 shares; 2024Q4: 186,632 shares; 2025Q1: 201,928 shares; 2025Q2: 192,913 shares; 2025Q3: 194,061 shares; 2025Q4: 191,154 shares; 2026Q1: 197,025 shares 197,025 $17.1M 0.21% +5,871 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: 197,703 shares; 2024Q4: 223,009 shares; 2025Q1: 189,817 shares; 2025Q2: 191,079 shares; 2025Q3: 259,817 shares; 2025Q4: 225,266 shares; 2026Q1: 246,693 shares 246,693 $16.8M 0.2% +21,427 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: 45,679 shares; 2024Q4: 77,983 shares; 2025Q1: 57,442 shares; 2025Q2: 59,892 shares; 2025Q3: 56,503 shares; 2025Q4: 63,336 shares; 2026Q1: 66,923 shares 66,923 $16.8M 0.2% +3,587 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: 29,354 shares; 2024Q4: 33,055 shares; 2025Q1: 24,140 shares; 2025Q2: 22,804 shares; 2025Q3: 22,907 shares; 2025Q4: 25,586 shares; 2026Q1: 36,041 shares 36,041 $16.7M 0.2% +10,455 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: 218,528 shares; 2024Q4: 230,993 shares; 2025Q1: 213,508 shares; 2025Q2: 218,076 shares; 2025Q3: 225,239 shares; 2025Q4: 246,610 shares; 2026Q1: 306,744 shares 306,744 $16.6M 0.2% +60,134 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: 62,514 shares; 2024Q4: 63,113 shares; 2025Q1: 70,976 shares; 2025Q2: 69,186 shares; 2025Q3: 70,670 shares; 2025Q4: 71,148 shares; 2026Q1: 72,628 shares 72,628 $16.4M 0.2% +1,480 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: 52,787 shares; 2024Q4: 65,245 shares; 2025Q1: 52,531 shares; 2025Q2: 55,834 shares; 2025Q3: 77,653 shares; 2025Q4: 164,494 shares; 2026Q1: 123,083 shares 123,083 $16.4M 0.2% -41,411 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: 56,615 shares; 2024Q4: 55,283 shares; 2025Q1: 55,083 shares; 2025Q2: 53,490 shares; 2025Q3: 50,160 shares; 2025Q4: 51,421 shares; 2026Q1: 45,152 shares 45,152 $16.2M 0.2% -6,269 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 8,398 shares; 2025Q1: 22,563 shares; 2025Q2: 13,195 shares; 2025Q3: 14,550 shares; 2025Q4: 14,548 shares; 2026Q1: 18,539 shares 18,539 $16.2M 0.2% +3,991 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,498 shares; 2024Q4: 448,299 shares; 2025Q1: 449,091 shares; 2025Q2: 445,541 shares; 2025Q3: 443,509 shares; 2025Q4: 401,726 shares; 2026Q1: 425,624 shares 425,624 $16.1M 0.2% +23,898 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: 65,683 shares; 2024Q4: 62,878 shares; 2025Q1: 51,263 shares; 2025Q2: 59,761 shares; 2025Q3: 59,466 shares; 2025Q4: 66,635 shares; 2026Q1: 56,720 shares 56,720 $16.1M 0.2% -9,915 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: 4,280 shares; 2024Q4: 6,136 shares; 2025Q1: 14,498 shares; 2025Q2: 14,117 shares; 2025Q3: 13,386 shares; 2025Q4: 12,285 shares; 2026Q1: 12,167 shares 12,167 $16.1M 0.2% -118 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: 195,946 shares; 2024Q4: 165,537 shares; 2025Q1: 250,062 shares; 2025Q2: 251,361 shares; 2025Q3: 247,438 shares; 2025Q4: 227,261 shares; 2026Q1: 222,959 shares 222,959 $16M 0.2% -4,302 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,014 shares; 2024Q4: 398,245 shares; 2025Q1: 473,884 shares; 2025Q2: 511,962 shares; 2025Q3: 555,904 shares; 2025Q4: 622,156 shares; 2026Q1: 473,643 shares 473,643 $16M 0.19% -148,513 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: 75,776 shares; 2024Q4: 73,732 shares; 2025Q1: 74,689 shares; 2025Q2: 66,372 shares; 2025Q3: 59,771 shares; 2025Q4: 65,381 shares; 2026Q1: 80,032 shares 80,032 $15.9M 0.19% +14,651 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: 244,283 shares; 2024Q4: 246,029 shares; 2025Q1: 244,152 shares; 2025Q2: 250,861 shares; 2025Q3: 251,573 shares; 2025Q4: 221,815 shares; 2026Q1: 243,252 shares 243,252 $15.8M 0.19% +21,437 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: 234,211 shares; 2024Q4: 215,220 shares; 2025Q1: 242,509 shares; 2025Q2: 243,706 shares; 2025Q3: 245,797 shares; 2025Q4: 238,617 shares; 2026Q1: 254,090 shares 254,090 $15.4M 0.19% +15,473 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: 109,786 shares; 2024Q4: 106,067 shares; 2025Q1: 123,871 shares; 2025Q2: 128,384 shares; 2025Q3: 126,803 shares; 2025Q4: 127,818 shares; 2026Q1: 132,898 shares 132,898 $15.3M 0.19% +5,080 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: 1,182,235 shares; 2024Q4: 1,242,755 shares; 2025Q1: 801,362 shares; 2025Q2: 872,305 shares; 2025Q3: 762,849 shares; 2025Q4: 660,338 shares; 2026Q1: 523,756 shares 523,756 $15.2M 0.18% -136,582 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: 54,000 shares; 2024Q4: 93,114 shares; 2025Q1: 94,346 shares; 2025Q2: 92,741 shares; 2025Q3: 91,182 shares; 2025Q4: 104,946 shares; 2026Q1: 127,585 shares 127,585 $15.1M 0.18% +22,639 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: 62,522 shares; 2024Q4: 76,763 shares; 2025Q1: 70,226 shares; 2025Q2: 69,693 shares; 2025Q3: 74,212 shares; 2025Q4: 85,195 shares; 2026Q1: 102,513 shares 102,513 $15.1M 0.18% +17,318 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: 100,107 shares; 2024Q4: 101,706 shares; 2025Q1: 96,593 shares; 2025Q2: 92,958 shares; 2025Q3: 92,360 shares; 2025Q4: 111,621 shares; 2026Q1: 94,362 shares 94,362 $15.1M 0.18% -17,259 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,565 shares; 2024Q4: 38,115 shares; 2025Q1: 37,665 shares; 2025Q2: 37,665 shares; 2025Q3: 37,525 shares; 2025Q4: 37,325 shares; 2026Q1: 36,895 shares 36,895 $14.7M 0.18% -430 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: 42,777 shares; 2024Q4: 44,921 shares; 2025Q1: 44,432 shares; 2025Q2: 45,659 shares; 2025Q3: 44,899 shares; 2025Q4: 43,101 shares; 2026Q1: 45,603 shares 45,603 $14.6M 0.18% +2,502 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,706 shares; 2024Q4: 74,752 shares; 2025Q1: 99,646 shares; 2025Q2: 135,738 shares; 2025Q3: 148,329 shares; 2025Q4: 160,680 shares; 2026Q1: 186,919 shares 186,919 $14.4M 0.18% +26,239 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,135 shares; 2024Q4: 193,374 shares; 2025Q1: 234,678 shares; 2025Q2: 220,963 shares; 2025Q3: 248,660 shares; 2025Q4: 252,330 shares; 2026Q1: 288,488 shares 288,488 $14.3M 0.17% +36,158 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,656 shares; 2024Q4: 111,971 shares; 2025Q1: 128,722 shares; 2025Q2: 119,446 shares; 2025Q3: 118,516 shares; 2025Q4: 110,250 shares; 2026Q1: 110,861 shares 110,861 $14.3M 0.17% +611 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: 126,020 shares; 2024Q4: 129,875 shares; 2025Q1: 227,832 shares; 2025Q2: 272,648 shares; 2025Q3: 274,439 shares; 2025Q4: 276,352 shares; 2026Q1: 273,731 shares 273,731 $14.2M 0.17% -2,621 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: 30,265 shares; 2024Q4: 29,458 shares; 2025Q1: 30,272 shares; 2025Q2: 31,456 shares; 2025Q3: 30,359 shares; 2025Q4: 29,819 shares; 2026Q1: 28,773 shares 28,773 $14.1M 0.17% -1,046 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,046 shares; 2024Q4: 40,075 shares; 2025Q1: 37,419 shares; 2025Q2: 62,134 shares; 2025Q3: 47,351 shares; 2025Q4: 51,092 shares; 2026Q1: 41,818 shares 41,818 $14.1M 0.17% -9,274 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,518 shares; 2025Q3: 723,841 shares; 2025Q4: 220,173 shares; 2026Q1: 218,518 shares 218,518 $13.9M 0.17% -1,655 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: 53,735 shares; 2024Q4: 55,724 shares; 2025Q1: 50,485 shares; 2025Q2: 49,472 shares; 2025Q3: 49,654 shares; 2025Q4: 49,996 shares; 2026Q1: 52,847 shares 52,847 $13.8M 0.17% +2,851 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,878 shares; 2024Q4: 123,295 shares; 2025Q1: 140,000 shares; 2025Q2: 149,399 shares; 2025Q3: 152,368 shares; 2025Q4: 158,203 shares; 2026Q1: 202,658 shares 202,658 $13.8M 0.17% +44,455 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,003 shares; 2024Q4: 100,381 shares; 2025Q1: 124,557 shares; 2025Q2: 146,131 shares; 2025Q3: 171,631 shares; 2025Q4: 229,564 shares; 2026Q1: 269,833 shares 269,833 $13.7M 0.17% +40,269 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: 160,772 shares; 2024Q4: 127,403 shares; 2025Q1: 134,104 shares; 2025Q2: 216,040 shares; 2025Q3: 205,738 shares; 2025Q4: 170,619 shares; 2026Q1: 232,105 shares 232,105 $13.6M 0.17% +61,486 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,482 shares; 2025Q2: 97,153 shares; 2025Q3: 98,435 shares; 2025Q4: 92,310 shares; 2026Q1: 234,368 shares 234,368 $13.6M 0.17% +142,058 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,536 shares; 2024Q4: 276,781 shares; 2025Q1: 289,935 shares; 2025Q2: 288,391 shares; 2025Q3: 232,600 shares; 2025Q4: 255,705 shares; 2026Q1: 295,847 shares 295,847 $13.5M 0.16% +40,142 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: 128,757 shares; 2024Q4: 128,568 shares; 2025Q1: 126,321 shares; 2025Q2: 124,710 shares; 2025Q3: 123,832 shares; 2025Q4: not reported; 2026Q1: 121,919 shares 121,919 $13.4M 0.16% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 12,993 shares; 2025Q1: 14,033 shares; 2025Q2: 16,454 shares; 2025Q3: 47,266 shares; 2025Q4: 46,364 shares; 2026Q1: 44,657 shares 44,657 $13.2M 0.16% -1,707 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: 209,516 shares; 2024Q4: 219,881 shares; 2025Q1: 222,995 shares; 2025Q2: 220,994 shares; 2025Q3: 218,672 shares; 2025Q4: 202,292 shares; 2026Q1: 200,408 shares 200,408 $13.2M 0.16% -1,884 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: 107,344 shares; 2024Q4: 119,595 shares; 2025Q1: 139,573 shares; 2025Q2: 164,724 shares; 2025Q3: 173,144 shares; 2025Q4: 275,165 shares; 2026Q1: 326,090 shares 326,090 $13.1M 0.16% +50,925 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,895 shares; 2024Q4: 53,017 shares; 2025Q1: 46,618 shares; 2025Q2: 40,468 shares; 2025Q3: 39,766 shares; 2025Q4: not reported; 2026Q1: 40,277 shares 40,277 $12.8M 0.16% new 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: not reported; 2024Q4: 40,601 shares; 2025Q1: 113,319 shares; 2025Q2: 245,964 shares; 2025Q3: 365,726 shares; 2025Q4: 468,247 shares; 2026Q1: 515,958 shares 515,958 $12.8M 0.16% +47,711 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: 62,429 shares; 2024Q4: 63,511 shares; 2025Q1: 56,765 shares; 2025Q2: 56,709 shares; 2025Q3: 58,312 shares; 2025Q4: 58,280 shares; 2026Q1: 59,628 shares 59,628 $12.7M 0.16% +1,348 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: 34,336 shares; 2024Q4: 36,692 shares; 2025Q1: 50,230 shares; 2025Q2: 125,151 shares; 2025Q3: 114,974 shares; 2025Q4: not reported; 2026Q1: 63,880 shares 63,880 $12.7M 0.15% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,489 shares; 2024Q4: 74,258 shares; 2025Q1: 77,663 shares; 2025Q2: 40,759 shares; 2025Q3: 32,867 shares; 2025Q4: 118,723 shares; 2026Q1: 143,476 shares 143,476 $12.4M 0.15% +24,753 Timeline FTCS 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: 146,333 shares; 2024Q4: 154,264 shares; 2025Q1: 158,085 shares; 2025Q2: 160,498 shares; 2025Q3: 165,092 shares; 2025Q4: not reported; 2026Q1: 132,603 shares 132,603 $12.3M 0.15% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,214 shares; 2024Q4: 123,358 shares; 2025Q1: 127,442 shares; 2025Q2: 123,548 shares; 2025Q3: 122,137 shares; 2025Q4: 124,047 shares; 2026Q1: 126,878 shares 126,878 $12.3M 0.15% +2,831 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,074 shares; 2024Q4: 36,684 shares; 2025Q1: 36,866 shares; 2025Q2: 36,620 shares; 2025Q3: 37,738 shares; 2025Q4: 36,231 shares; 2026Q1: 35,541 shares 35,541 $12.2M 0.15% -690 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: 59,872 shares; 2024Q4: 58,920 shares; 2025Q1: 62,352 shares; 2025Q2: 55,739 shares; 2025Q3: 60,978 shares; 2025Q4: 56,091 shares; 2026Q1: 58,204 shares 58,204 $12.1M 0.15% +2,113 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: 435,747 shares; 2024Q4: 425,313 shares; 2025Q1: 458,117 shares; 2025Q2: 428,379 shares; 2025Q3: 396,724 shares; 2025Q4: 389,131 shares; 2026Q1: 360,659 shares 360,659 $12.1M 0.15% -28,472 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,539 shares; 2024Q4: 117,522 shares; 2025Q1: 125,586 shares; 2025Q2: 133,952 shares; 2025Q3: 130,221 shares; 2025Q4: 134,364 shares; 2026Q1: 132,117 shares 132,117 $12.1M 0.15% -2,247 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,231 shares; 2024Q4: 70,828 shares; 2025Q1: 70,605 shares; 2025Q2: 66,228 shares; 2025Q3: 63,603 shares; 2025Q4: 62,141 shares; 2026Q1: 61,556 shares 61,556 $12M 0.15% -585 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,638 shares; 2024Q4: 158,586 shares; 2025Q1: 165,008 shares; 2025Q2: 171,231 shares; 2025Q3: 162,592 shares; 2025Q4: 157,574 shares; 2026Q1: 151,244 shares 151,244 $11.9M 0.14% -6,330 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,631 shares; 2024Q4: 81,069 shares; 2025Q1: 94,229 shares; 2025Q2: 182,982 shares; 2025Q3: 189,136 shares; 2025Q4: 202,573 shares; 2026Q1: 278,065 shares 278,065 $11.8M 0.14% +75,492 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: 71,845 shares; 2024Q4: 71,837 shares; 2025Q1: 72,858 shares; 2025Q2: 74,220 shares; 2025Q3: 91,198 shares; 2025Q4: 92,711 shares; 2026Q1: 103,694 shares 103,694 $11.7M 0.14% +10,983 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,871 shares; 2024Q4: 16,434 shares; 2025Q1: 16,277 shares; 2025Q2: 16,100 shares; 2025Q3: 15,269 shares; 2025Q4: 15,040 shares; 2026Q1: 14,837 shares 14,837 $11.7M 0.14% -203 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: 234,940 shares; 2024Q4: 225,409 shares; 2025Q1: 238,421 shares; 2025Q2: 231,985 shares; 2025Q3: 230,799 shares; 2025Q4: not reported; 2026Q1: 249,233 shares 249,233 $11.7M 0.14% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,077 shares; 2024Q4: 94,713 shares; 2025Q1: 95,442 shares; 2025Q2: 137,749 shares; 2025Q3: 150,426 shares; 2025Q4: 139,808 shares; 2026Q1: 89,220 shares 89,220 $11.7M 0.14% -50,588 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: 50,177 shares; 2024Q4: 51,262 shares; 2025Q1: 47,576 shares; 2025Q2: 44,928 shares; 2025Q3: 40,859 shares; 2025Q4: 45,839 shares; 2026Q1: 47,214 shares 47,214 $11.7M 0.14% +1,375 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: 173,581 shares; 2024Q4: 86,479 shares; 2025Q1: 137,235 shares; 2025Q2: 128,943 shares; 2025Q3: 124,751 shares; 2025Q4: 205,796 shares; 2026Q1: 226,469 shares 226,469 $11.6M 0.14% +20,673 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,508 shares; 2024Q4: 177,734 shares; 2025Q1: 163,618 shares; 2025Q2: 161,974 shares; 2025Q3: 154,433 shares; 2025Q4: 157,052 shares; 2026Q1: 157,745 shares 157,745 $11.5M 0.14% +693 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: 98,925 shares; 2024Q4: 104,090 shares; 2025Q1: 94,313 shares; 2025Q2: 94,346 shares; 2025Q3: 88,841 shares; 2025Q4: 91,825 shares; 2026Q1: 87,425 shares 87,425 $11.5M 0.14% -4,400 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,893 shares; 2024Q4: 63,424 shares; 2025Q1: 78,002 shares; 2025Q2: 117,370 shares; 2025Q3: 111,640 shares; 2025Q4: 116,566 shares; 2026Q1: 113,472 shares 113,472 $11.3M 0.14% -3,094 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: 99,996 shares; 2024Q4: 100,669 shares; 2025Q1: 105,363 shares; 2025Q2: 104,253 shares; 2025Q3: 101,799 shares; 2025Q4: not reported; 2026Q1: 109,247 shares 109,247 $11.2M 0.14% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,383 shares; 2024Q4: 93,984 shares; 2025Q1: 123,521 shares; 2025Q2: 81,137 shares; 2025Q3: 81,730 shares; 2025Q4: 87,328 shares; 2026Q1: 74,144 shares 74,144 $11.1M 0.14% -13,184 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: 21,395 shares; 2024Q4: 21,581 shares; 2025Q1: 23,060 shares; 2025Q2: 22,798 shares; 2025Q3: 22,702 shares; 2025Q4: 22,388 shares; 2026Q1: 21,354 shares 21,354 $10.6M 0.13% -1,034 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,921 shares; 2024Q4: 187,181 shares; 2025Q1: 259,970 shares; 2025Q2: 283,646 shares; 2025Q3: 210,389 shares; 2025Q4: 270,118 shares; 2026Q1: 287,468 shares 287,468 $10.6M 0.13% +17,350 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: 7,083 shares; 2024Q4: 5,132 shares; 2025Q1: 6,077 shares; 2025Q2: 8,840 shares; 2025Q3: 7,124 shares; 2025Q4: 7,172 shares; 2026Q1: 7,171 shares 7,171 $10.6M 0.13% -1 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,212 shares; 2024Q4: 123,262 shares; 2025Q1: 133,260 shares; 2025Q2: 179,350 shares; 2025Q3: 181,841 shares; 2025Q4: 191,032 shares; 2026Q1: 214,823 shares 214,823 $10.5M 0.13% +23,791 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,994 shares; 2024Q4: 73,523 shares; 2025Q1: 72,977 shares; 2025Q2: 99,242 shares; 2025Q3: 76,010 shares; 2025Q4: 83,257 shares; 2026Q1: 87,690 shares 87,690 $10.5M 0.13% +4,433 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 297,909 shares; 2025Q4: 333,444 shares; 2026Q1: 337,543 shares 337,543 $10.5M 0.13% +4,099 Timeline TOK 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: 63,467 shares; 2024Q4: 62,763 shares; 2025Q1: 62,216 shares; 2025Q2: 61,825 shares; 2025Q3: 72,520 shares; 2025Q4: 78,205 shares; 2026Q1: 78,529 shares 78,529 $10.5M 0.13% +324 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: 43,265 shares; 2024Q4: 54,301 shares; 2025Q1: 74,814 shares; 2025Q2: 74,263 shares; 2025Q3: 85,857 shares; 2025Q4: 63,365 shares; 2026Q1: 49,663 shares 49,663 $10.4M 0.13% -13,702 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: 18,345 shares; 2024Q4: 17,785 shares; 2025Q1: 20,223 shares; 2025Q2: 21,947 shares; 2025Q3: 21,507 shares; 2025Q4: 19,630 shares; 2026Q1: 22,621 shares 22,621 $10.4M 0.13% +2,991 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: 85,314 shares; 2024Q4: 82,469 shares; 2025Q1: 86,388 shares; 2025Q2: 88,312 shares; 2025Q3: 85,887 shares; 2025Q4: 71,754 shares; 2026Q1: 62,836 shares 62,836 $10.4M 0.13% -8,918 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,975 shares; 2024Q4: 36,045 shares; 2025Q1: 36,291 shares; 2025Q2: 34,836 shares; 2025Q3: 35,289 shares; 2025Q4: 34,847 shares; 2026Q1: 34,647 shares 34,647 $10.2M 0.12% -200 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,472 shares; 2025Q1: 3,373 shares; 2025Q2: 3,350 shares; 2025Q3: 3,307 shares; 2025Q4: not reported; 2026Q1: 3,025 shares 3,025 $10.2M 0.12% new 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: 26,387 shares; 2024Q4: 80,126 shares; 2025Q1: 43,416 shares; 2025Q2: 71,381 shares; 2025Q3: 130,754 shares; 2025Q4: 152,377 shares; 2026Q1: 159,821 shares 159,821 $10.2M 0.12% +7,444 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,253 shares; 2025Q1: 2,603 shares; 2025Q2: 11,072 shares; 2025Q3: 10,907 shares; 2025Q4: 11,276 shares; 2026Q1: 23,292 shares 23,292 $10.2M 0.12% +12,016 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: 126,620 shares; 2024Q4: 126,806 shares; 2025Q1: 127,555 shares; 2025Q2: 114,087 shares; 2025Q3: 108,157 shares; 2025Q4: 108,422 shares; 2026Q1: 112,872 shares 112,872 $10.1M 0.12% +4,450 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,109 shares; 2024Q4: 59,811 shares; 2025Q1: 61,335 shares; 2025Q2: 61,775 shares; 2025Q3: 62,400 shares; 2025Q4: 51,654 shares; 2026Q1: 51,371 shares 51,371 $9.97M 0.12% -283 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,321 shares; 2025Q1: 22,753 shares; 2025Q2: 22,648 shares; 2025Q3: 19,155 shares; 2025Q4: 57,088 shares; 2026Q1: 46,528 shares 46,528 $9.94M 0.12% -10,560 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,395 shares; 2024Q4: 82,494 shares; 2025Q1: 75,885 shares; 2025Q2: 74,922 shares; 2025Q3: 77,344 shares; 2025Q4: 90,008 shares; 2026Q1: 93,368 shares 93,368 $9.9M 0.12% +3,360 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: 149,658 shares; 2024Q4: 147,978 shares; 2025Q1: 150,236 shares; 2025Q2: 152,473 shares; 2025Q3: 153,007 shares; 2025Q4: 137,265 shares; 2026Q1: 130,037 shares 130,037 $9.89M 0.12% -7,228 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,341 shares 304,341 $9.8M 0.12% new 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: 38,319 shares; 2024Q4: 38,158 shares; 2025Q1: 39,767 shares; 2025Q2: 40,508 shares; 2025Q3: 40,401 shares; 2025Q4: not reported; 2026Q1: 47,956 shares 47,956 $9.74M 0.12% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 20,939 shares; 2025Q1: 22,225 shares; 2025Q2: 22,470 shares; 2025Q3: 24,339 shares; 2025Q4: 23,867 shares; 2026Q1: 24,480 shares 24,480 $9.71M 0.12% +613 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: 33,397 shares; 2024Q4: 30,318 shares; 2025Q1: 31,411 shares; 2025Q2: 29,226 shares; 2025Q3: 30,226 shares; 2025Q4: 30,629 shares; 2026Q1: 27,909 shares 27,909 $9.63M 0.12% -2,720 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,055 shares; 2024Q4: 18,250 shares; 2025Q1: 18,944 shares; 2025Q2: 18,286 shares; 2025Q3: 24,115 shares; 2025Q4: 26,030 shares; 2026Q1: 24,179 shares 24,179 $9.62M 0.12% -1,851 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: 13,985 shares; 2025Q1: 10,507 shares; 2025Q2: 10,462 shares; 2025Q3: 10,399 shares; 2025Q4: 10,496 shares; 2026Q1: 10,006 shares 10,006 $9.62M 0.12% -490 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: 123,553 shares; 2024Q4: 119,543 shares; 2025Q1: 83,393 shares; 2025Q2: 91,887 shares; 2025Q3: 65,271 shares; 2025Q4: 77,341 shares; 2026Q1: 57,828 shares 57,828 $9.52M 0.12% -19,513 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: 47,462 shares; 2024Q4: 54,264 shares; 2025Q1: 55,244 shares; 2025Q2: 57,041 shares; 2025Q3: 61,654 shares; 2025Q4: 62,740 shares; 2026Q1: 64,817 shares 64,817 $9.46M 0.12% +2,077 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: 43,332 shares; 2024Q4: 50,179 shares; 2025Q1: 53,137 shares; 2025Q2: 58,508 shares; 2025Q3: 52,284 shares; 2025Q4: 49,637 shares; 2026Q1: 49,992 shares 49,992 $9.33M 0.11% +355 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,412 shares; 2024Q4: 327,869 shares; 2025Q1: 289,913 shares; 2025Q2: 282,639 shares; 2025Q3: 196,238 shares; 2025Q4: 193,458 shares; 2026Q1: 191,081 shares 191,081 $9.25M 0.11% -2,377 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,631 shares; 2024Q4: 157,381 shares; 2025Q1: 160,003 shares; 2025Q2: 239,929 shares; 2025Q3: 263,165 shares; 2025Q4: 154,894 shares; 2026Q1: 154,245 shares 154,245 $9.22M 0.11% -649 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: 91,331 shares; 2024Q4: 103,776 shares; 2025Q1: 106,415 shares; 2025Q2: 120,109 shares; 2025Q3: 145,871 shares; 2025Q4: 111,456 shares; 2026Q1: 110,926 shares 110,926 $9.18M 0.11% -530 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: 39,985 shares; 2024Q4: 38,305 shares; 2025Q1: 39,342 shares; 2025Q2: 40,443 shares; 2025Q3: 39,905 shares; 2025Q4: 37,842 shares; 2026Q1: 37,771 shares 37,771 $9.16M 0.11% -71 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,602 shares; 2024Q4: 67,385 shares; 2025Q1: 100,718 shares; 2025Q2: 102,815 shares; 2025Q3: 95,581 shares; 2025Q4: 81,808 shares; 2026Q1: 91,429 shares 91,429 $9.16M 0.11% +9,621 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: 25,313 shares; 2024Q4: 25,669 shares; 2025Q1: 26,419 shares; 2025Q2: 29,476 shares; 2025Q3: 34,490 shares; 2025Q4: 37,410 shares; 2026Q1: 43,151 shares 43,151 $9.11M 0.11% +5,741 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: 245,901 shares; 2024Q4: 254,648 shares; 2025Q1: 250,367 shares; 2025Q2: 237,626 shares; 2025Q3: 249,885 shares; 2025Q4: 189,209 shares; 2026Q1: 184,465 shares 184,465 $9.11M 0.11% -4,744 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 12,683 shares; 2025Q1: 12,667 shares; 2025Q2: 12,714 shares; 2025Q3: 12,596 shares; 2025Q4: 12,623 shares; 2026Q1: 12,312 shares 12,312 $8.96M 0.11% -311 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: 89,553 shares; 2024Q4: 86,829 shares; 2025Q1: 80,169 shares; 2025Q2: 79,816 shares; 2025Q3: 80,532 shares; 2025Q4: 80,970 shares; 2026Q1: 112,624 shares 112,624 $8.93M 0.11% +31,654 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: 58,030 shares; 2024Q4: 60,423 shares; 2025Q1: 60,906 shares; 2025Q2: 64,493 shares; 2025Q3: 70,375 shares; 2025Q4: 44,054 shares; 2026Q1: 41,398 shares 41,398 $8.9M 0.11% -2,656 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: 143,024 shares; 2024Q4: 128,893 shares; 2025Q1: 116,793 shares; 2025Q2: 108,766 shares; 2025Q3: 104,324 shares; 2025Q4: 97,921 shares; 2026Q1: 92,310 shares 92,310 $8.9M 0.11% -5,611 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: 110,754 shares; 2024Q4: 110,152 shares; 2025Q1: 109,970 shares; 2025Q2: 116,024 shares; 2025Q3: 131,054 shares; 2025Q4: 166,973 shares; 2026Q1: 267,598 shares 267,598 $8.88M 0.11% +100,625 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 39,199 shares; 2025Q1: 37,967 shares; 2025Q2: 32,597 shares; 2025Q3: 32,567 shares; 2025Q4: 32,323 shares; 2026Q1: 32,300 shares 32,300 $8.84M 0.11% -23 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,768 shares; 2024Q4: 57,166 shares; 2025Q1: 62,263 shares; 2025Q2: 68,924 shares; 2025Q3: 79,078 shares; 2025Q4: 115,623 shares; 2026Q1: 89,830 shares 89,830 $8.84M 0.11% -25,793 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,829 shares; 2024Q4: 158,767 shares; 2025Q1: 169,354 shares; 2025Q2: 179,762 shares; 2025Q3: 201,215 shares; 2025Q4: 190,763 shares; 2026Q1: 222,880 shares 222,880 $8.79M 0.11% +32,117 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: 192,434 shares; 2024Q4: 222,661 shares; 2025Q1: 209,584 shares; 2025Q2: 212,710 shares; 2025Q3: 209,297 shares; 2025Q4: 202,736 shares; 2026Q1: 211,988 shares 211,988 $8.7M 0.11% +9,252 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385,552 shares; 2025Q1: 415,230 shares; 2025Q2: 412,220 shares; 2025Q3: 327,531 shares; 2025Q4: 320,270 shares; 2026Q1: 381,752 shares 381,752 $8.69M 0.11% +61,482 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: 58,490 shares; 2024Q4: 59,320 shares; 2025Q1: 51,765 shares; 2025Q2: 56,542 shares; 2025Q3: 49,604 shares; 2025Q4: 44,565 shares; 2026Q1: 32,073 shares 32,073 $8.68M 0.11% -12,492 Timeline IGV 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: 24,143 shares; 2024Q4: 30,069 shares; 2025Q1: 43,707 shares; 2025Q2: 36,688 shares; 2025Q3: 36,772 shares; 2025Q4: 37,272 shares; 2026Q1: 107,973 shares 107,973 $8.64M 0.11% +70,701 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,011 shares; 2024Q4: 100,770 shares; 2025Q1: 100,639 shares; 2025Q2: 98,414 shares; 2025Q3: 91,497 shares; 2025Q4: 81,762 shares; 2026Q1: 89,062 shares 89,062 $8.61M 0.1% +7,300 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: 28,125 shares; 2024Q4: 27,617 shares; 2025Q1: 28,852 shares; 2025Q2: 31,563 shares; 2025Q3: 28,335 shares; 2025Q4: 24,813 shares; 2026Q1: 15,283 shares 15,283 $8.61M 0.1% -9,530 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,676 shares; 2024Q4: 266,849 shares; 2025Q1: 262,970 shares; 2025Q2: 254,903 shares; 2025Q3: 249,134 shares; 2025Q4: 253,170 shares; 2026Q1: 255,901 shares 255,901 $8.6M 0.1% +2,731 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 40,599 shares; 2025Q1: 38,867 shares; 2025Q2: 37,141 shares; 2025Q3: 36,516 shares; 2025Q4: 36,961 shares; 2026Q1: 39,227 shares 39,227 $8.58M 0.1% +2,266 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: 25,120 shares; 2024Q4: 22,974 shares; 2025Q1: 25,096 shares; 2025Q2: 46,263 shares; 2025Q3: 45,983 shares; 2025Q4: 45,059 shares; 2026Q1: 44,908 shares 44,908 $8.51M 0.1% -151 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,350 shares; 2024Q4: 382,246 shares; 2025Q1: 397,694 shares; 2025Q2: 393,615 shares; 2025Q3: 405,110 shares; 2025Q4: 421,141 shares; 2026Q1: 469,301 shares 469,301 $8.46M 0.1% +48,160 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: 40,938 shares; 2024Q4: 37,135 shares; 2025Q1: 44,700 shares; 2025Q2: 36,173 shares; 2025Q3: 23,783 shares; 2025Q4: 35,380 shares; 2026Q1: 34,002 shares 34,002 $8.43M 0.1% -1,378 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,017 shares; 2024Q4: 147,743 shares; 2025Q1: 143,860 shares; 2025Q2: 143,796 shares; 2025Q3: 150,054 shares; 2025Q4: 157,398 shares; 2026Q1: 158,559 shares 158,559 $8.33M 0.1% +1,161 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,103 shares; 2024Q4: 114,941 shares; 2025Q1: 128,915 shares; 2025Q2: 135,248 shares; 2025Q3: 155,971 shares; 2025Q4: 163,199 shares; 2026Q1: 176,563 shares 176,563 $8.31M 0.1% +13,364 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: 147,376 shares; 2024Q4: 138,066 shares; 2025Q1: 129,517 shares; 2025Q2: 175,522 shares; 2025Q3: 232,565 shares; 2025Q4: 234,842 shares; 2026Q1: 225,210 shares 225,210 $8.28M 0.1% -9,632 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: 77,282 shares; 2024Q4: 97,291 shares; 2025Q1: 114,626 shares; 2025Q2: 107,057 shares; 2025Q3: 129,241 shares; 2025Q4: 71,315 shares; 2026Q1: 145,712 shares 145,712 $8.27M 0.1% +74,397 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961,030 shares; 2024Q4: 999,694 shares; 2025Q1: 924,152 shares; 2025Q2: 600,289 shares; 2025Q3: 947,832 shares; 2025Q4: 475,693 shares; 2026Q1: 427,344 shares 427,344 $8.25M 0.1% -48,349 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,334 shares; 2024Q4: 98,769 shares; 2025Q1: 117,272 shares; 2025Q2: 100,157 shares; 2025Q3: 101,186 shares; 2025Q4: 101,512 shares; 2026Q1: 101,585 shares 101,585 $8.22M 0.1% +73 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 838,209 shares 838,209 $8.22M 0.1% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 131,828 shares; 2025Q4: 136,653 shares; 2026Q1: 173,813 shares 173,813 $8.17M 0.1% +37,160 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: 68,213 shares; 2024Q4: 70,027 shares; 2025Q1: 59,357 shares; 2025Q2: 80,463 shares; 2025Q3: 81,450 shares; 2025Q4: 79,641 shares; 2026Q1: 73,600 shares 73,600 $8.16M 0.1% -6,041 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,808 shares; 2024Q4: 36,660 shares; 2025Q1: 40,219 shares; 2025Q2: 100,598 shares; 2025Q3: 100,532 shares; 2025Q4: 102,526 shares; 2026Q1: 125,057 shares 125,057 $8.16M 0.1% +22,531 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,112 shares; 2024Q4: 156,628 shares; 2025Q1: 159,321 shares; 2025Q2: 158,415 shares; 2025Q3: 118,121 shares; 2025Q4: 126,565 shares; 2026Q1: 128,806 shares 128,806 $8.04M 0.1% +2,241 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: 21,256 shares; 2024Q4: 21,207 shares; 2025Q1: 22,425 shares; 2025Q2: 22,033 shares; 2025Q3: 21,401 shares; 2025Q4: 23,970 shares; 2026Q1: 24,362 shares 24,362 $8.01M 0.1% +392 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: 26,494 shares; 2024Q4: 29,529 shares; 2025Q1: 26,739 shares; 2025Q2: 24,248 shares; 2025Q3: 23,855 shares; 2025Q4: 23,736 shares; 2026Q1: 11,709 shares 11,709 $7.99M 0.1% -12,027 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,446 shares; 2024Q4: 59,842 shares; 2025Q1: 99,053 shares; 2025Q2: 141,047 shares; 2025Q3: 141,207 shares; 2025Q4: 146,803 shares; 2026Q1: 149,373 shares 149,373 $7.95M 0.1% +2,570 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: 82,968 shares; 2024Q4: 94,975 shares; 2025Q1: 83,706 shares; 2025Q2: 85,566 shares; 2025Q3: 74,340 shares; 2025Q4: 61,634 shares; 2026Q1: 60,390 shares 60,390 $7.91M 0.1% -1,244 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,305 shares; 2024Q4: 85,619 shares; 2025Q1: 91,437 shares; 2025Q2: 91,339 shares; 2025Q3: 86,407 shares; 2025Q4: 90,263 shares; 2026Q1: 91,223 shares 91,223 $7.9M 0.1% +960 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: 9 shares; 2025Q1: 17 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: 11 shares 11 $7.9M 0.1% new Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,941 shares; 2024Q4: 521,841 shares; 2025Q1: 528,391 shares; 2025Q2: 524,171 shares; 2025Q3: 514,396 shares; 2025Q4: 415,114 shares; 2026Q1: 406,854 shares 406,854 $7.86M 0.1% -8,260 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: 100,308 shares; 2024Q4: 91,477 shares; 2025Q1: 89,771 shares; 2025Q2: 86,899 shares; 2025Q3: 84,837 shares; 2025Q4: 85,631 shares; 2026Q1: 83,674 shares 83,674 $7.86M 0.1% -1,957 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: 30,249 shares; 2024Q4: 27,561 shares; 2025Q1: 27,672 shares; 2025Q2: 24,324 shares; 2025Q3: 24,580 shares; 2025Q4: not reported; 2026Q1: 26,773 shares 26,773 $7.78M 0.09% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 70,368 shares; 2025Q1: 145,798 shares; 2025Q2: 186,330 shares; 2025Q3: 204,306 shares; 2025Q4: 188,072 shares; 2026Q1: 153,832 shares 153,832 $7.75M 0.09% -34,240 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,593 shares; 2025Q3: 320,890 shares; 2025Q4: 301,664 shares; 2026Q1: 141,671 shares 141,671 $7.74M 0.09% -159,993 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,410 shares; 2024Q4: 396,814 shares; 2025Q1: 408,785 shares; 2025Q2: 389,526 shares; 2025Q3: 401,390 shares; 2025Q4: not reported; 2026Q1: 435,544 shares 435,544 $7.73M 0.09% new 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: 44,617 shares; 2024Q4: 44,164 shares; 2025Q1: 57,022 shares; 2025Q2: 51,907 shares; 2025Q3: 58,338 shares; 2025Q4: not reported; 2026Q1: 58,907 shares 58,907 $7.72M 0.09% new Timeline VXF 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: 32,983 shares; 2024Q4: 33,421 shares; 2025Q1: 33,215 shares; 2025Q2: 39,141 shares; 2025Q3: 38,157 shares; 2025Q4: 37,787 shares; 2026Q1: 37,310 shares 37,310 $7.68M 0.09% -477 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: 39,004 shares; 2024Q4: 39,683 shares; 2025Q1: 40,357 shares; 2025Q2: 43,846 shares; 2025Q3: 45,313 shares; 2025Q4: 49,177 shares; 2026Q1: 50,495 shares 50,495 $7.65M 0.09% +1,318 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: 13,724 shares; 2024Q4: 16,541 shares; 2025Q1: 33,963 shares; 2025Q2: 34,250 shares; 2025Q3: 21,805 shares; 2025Q4: 69,757 shares; 2026Q1: 69,761 shares 69,761 $7.6M 0.09% +4 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: 42,438 shares; 2024Q4: 46,953 shares; 2025Q1: 35,676 shares; 2025Q2: 36,116 shares; 2025Q3: 56,858 shares; 2025Q4: 44,081 shares; 2026Q1: 41,684 shares 41,684 $7.59M 0.09% -2,397 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: 45,389 shares; 2024Q4: 44,523 shares; 2025Q1: 37,691 shares; 2025Q2: 37,763 shares; 2025Q3: 37,769 shares; 2025Q4: 37,834 shares; 2026Q1: 38,731 shares 38,731 $7.59M 0.09% +897 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: 64,566 shares; 2024Q4: 41,951 shares; 2025Q1: 49,798 shares; 2025Q2: 34,986 shares; 2025Q3: 48,333 shares; 2025Q4: 52,343 shares; 2026Q1: 46,904 shares 46,904 $7.59M 0.09% -5,439 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: 205,808 shares; 2024Q4: 199,811 shares; 2025Q1: 194,872 shares; 2025Q2: 194,047 shares; 2025Q3: 191,610 shares; 2025Q4: 172,128 shares; 2026Q1: 180,703 shares 180,703 $7.51M 0.09% +8,575 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,903 shares; 2025Q1: 14,889 shares; 2025Q2: 14,455 shares; 2025Q3: 14,564 shares; 2025Q4: 14,988 shares; 2026Q1: 17,287 shares 17,287 $7.47M 0.09% +2,299 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,700 shares; 2024Q4: 162,246 shares; 2025Q1: 166,541 shares; 2025Q2: 218,952 shares; 2025Q3: 218,791 shares; 2025Q4: 216,283 shares; 2026Q1: 209,072 shares 209,072 $7.41M 0.09% -7,211 Timeline FVD 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: 165,775 shares; 2024Q4: 167,007 shares; 2025Q1: 162,388 shares; 2025Q2: 162,628 shares; 2025Q3: 163,559 shares; 2025Q4: 156,555 shares; 2026Q1: 156,810 shares 156,810 $7.37M 0.09% +255 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: 46,960 shares; 2024Q4: 46,954 shares; 2025Q1: 75,032 shares; 2025Q2: 60,041 shares; 2025Q3: 55,293 shares; 2025Q4: 83,692 shares; 2026Q1: 81,129 shares 81,129 $7.33M 0.09% -2,563 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: 85,068 shares; 2024Q4: 75,852 shares; 2025Q1: 69,516 shares; 2025Q2: 66,776 shares; 2025Q3: 61,926 shares; 2025Q4: 52,789 shares; 2026Q1: 57,077 shares 57,077 $7.29M 0.09% +4,288 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 4,233 shares; 2025Q1: 7,931 shares; 2025Q2: 7,238 shares; 2025Q3: 7,005 shares; 2025Q4: 6,839 shares; 2026Q1: 6,667 shares 6,667 $7.29M 0.09% -172 Timeline EMLC 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: 121,739 shares; 2024Q4: 126,116 shares; 2025Q1: 126,368 shares; 2025Q2: 144,899 shares; 2025Q3: 243,517 shares; 2025Q4: 243,373 shares; 2026Q1: 286,893 shares 286,893 $7.2M 0.09% +43,520 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: 21,090 shares; 2024Q4: 16,055 shares; 2025Q1: 20,482 shares; 2025Q2: 21,795 shares; 2025Q3: 21,870 shares; 2025Q4: 19,810 shares; 2026Q1: 18,332 shares 18,332 $7.18M 0.09% -1,478 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: 91,410 shares; 2024Q4: 96,301 shares; 2025Q1: 105,170 shares; 2025Q2: 110,495 shares; 2025Q3: 116,625 shares; 2025Q4: 118,472 shares; 2026Q1: 117,118 shares 117,118 $7.17M 0.09% -1,354 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,616 shares; 2024Q4: 193,858 shares; 2025Q1: 181,332 shares; 2025Q2: 173,543 shares; 2025Q3: 202,536 shares; 2025Q4: 235,665 shares; 2026Q1: 288,327 shares 288,327 $7.14M 0.09% +52,662 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,355 shares; 2024Q4: 57,915 shares; 2025Q1: 138,827 shares; 2025Q2: 115,143 shares; 2025Q3: 116,049 shares; 2025Q4: 96,938 shares; 2026Q1: 142,060 shares 142,060 $7.08M 0.09% +45,122 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,060 shares; 2024Q4: 54,305 shares; 2025Q1: 54,909 shares; 2025Q2: 54,568 shares; 2025Q3: 55,777 shares; 2025Q4: not reported; 2026Q1: 55,906 shares 55,906 $7.06M 0.09% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,918 shares; 2024Q4: 46,495 shares; 2025Q1: 51,137 shares; 2025Q2: 49,917 shares; 2025Q3: 47,820 shares; 2025Q4: 34,024 shares; 2026Q1: 36,553 shares 36,553 $7.02M 0.09% +2,529 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: 136,647 shares; 2024Q4: 129,847 shares; 2025Q1: 140,696 shares; 2025Q2: 147,207 shares; 2025Q3: 140,565 shares; 2025Q4: 140,862 shares; 2026Q1: 137,351 shares 137,351 $7M 0.09% -3,511 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,150 shares; 2025Q1: 491,378 shares; 2025Q2: 449,197 shares; 2025Q3: 299,339 shares; 2025Q4: 442,090 shares; 2026Q1: 412,509 shares 412,509 $6.95M 0.08% -29,581 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,792 shares; 2024Q4: 75,628 shares; 2025Q1: 68,243 shares; 2025Q2: 53,707 shares; 2025Q3: 70,578 shares; 2025Q4: 58,315 shares; 2026Q1: 55,176 shares 55,176 $6.92M 0.08% -3,139 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,608 shares; 2024Q4: 38,886 shares; 2025Q1: 37,777 shares; 2025Q2: 33,605 shares; 2025Q3: 54,683 shares; 2025Q4: 78,771 shares; 2026Q1: 72,203 shares 72,203 $6.89M 0.08% -6,568 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: 28,771 shares; 2024Q4: 30,875 shares; 2025Q1: 30,252 shares; 2025Q2: 28,722 shares; 2025Q3: 26,969 shares; 2025Q4: 27,500 shares; 2026Q1: 28,227 shares 28,227 $6.86M 0.08% +727 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: 133,106 shares; 2024Q4: 135,290 shares; 2025Q1: 138,276 shares; 2025Q2: 142,500 shares; 2025Q3: 169,030 shares; 2025Q4: 111,728 shares; 2026Q1: 148,832 shares 148,832 $6.84M 0.08% +37,104 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 93,597 shares; 2025Q1: 163,355 shares; 2025Q2: 166,926 shares; 2025Q3: 142,816 shares; 2025Q4: 141,345 shares; 2026Q1: 135,373 shares 135,373 $6.81M 0.08% -5,972 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 23,511 shares; 2025Q1: 35,943 shares; 2025Q2: 42,405 shares; 2025Q3: 43,579 shares; 2025Q4: 37,914 shares; 2026Q1: 41,400 shares 41,400 $6.77M 0.08% +3,486 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: 21,756 shares; 2024Q4: 22,178 shares; 2025Q1: 23,199 shares; 2025Q2: 22,375 shares; 2025Q3: 23,243 shares; 2025Q4: 20,516 shares; 2026Q1: 20,667 shares 20,667 $6.74M 0.08% +151 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: 5,766 shares; 2024Q4: 6,051 shares; 2025Q1: 7,342 shares; 2025Q2: 7,900 shares; 2025Q3: 10,620 shares; 2025Q4: 34,750 shares; 2026Q1: 64,427 shares 64,427 $6.74M 0.08% +29,677 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,701 shares; 2024Q4: 36,373 shares; 2025Q1: 35,784 shares; 2025Q2: 34,576 shares; 2025Q3: 34,314 shares; 2025Q4: not reported; 2026Q1: 33,033 shares 33,033 $6.71M 0.08% new 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: 3,400 shares; 2024Q4: 9,232 shares; 2025Q1: 7,604 shares; 2025Q2: 71,260 shares; 2025Q3: 70,892 shares; 2025Q4: 69,890 shares; 2026Q1: 68,213 shares 68,213 $6.68M 0.08% -1,677 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,297 shares; 2024Q4: 278,078 shares; 2025Q1: 264,074 shares; 2025Q2: 253,764 shares; 2025Q3: 200,775 shares; 2025Q4: 206,430 shares; 2026Q1: 161,541 shares 161,541 $6.67M 0.08% -44,889 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 1,021 shares; 2026Q1: 34,980 shares 34,980 $6.64M 0.08% +33,959 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,989 shares; 2024Q4: 92,335 shares; 2025Q1: 106,141 shares; 2025Q2: 86,461 shares; 2025Q3: 84,274 shares; 2025Q4: 81,079 shares; 2026Q1: 81,013 shares 81,013 $6.64M 0.08% -66 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: 49,099 shares; 2024Q4: 46,995 shares; 2025Q1: 50,570 shares; 2025Q2: 52,348 shares; 2025Q3: 63,019 shares; 2025Q4: 65,481 shares; 2026Q1: 70,222 shares 70,222 $6.62M 0.08% +4,741 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,844 shares; 2024Q4: 242,416 shares; 2025Q1: 254,723 shares; 2025Q2: 257,376 shares; 2025Q3: 259,807 shares; 2025Q4: 224,867 shares; 2026Q1: 269,951 shares 269,951 $6.59M 0.08% +45,084 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 36,212 shares; 2025Q1: 93,019 shares; 2025Q2: 111,442 shares; 2025Q3: 109,895 shares; 2025Q4: 127,060 shares; 2026Q1: 162,105 shares 162,105 $6.57M 0.08% +35,045 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,010 shares; 2024Q4: 66,757 shares; 2025Q1: 85,180 shares; 2025Q2: 171,543 shares; 2025Q3: 268,239 shares; 2025Q4: 350,006 shares; 2026Q1: 333,660 shares 333,660 $6.48M 0.08% -16,346 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: 7,048 shares; 2024Q4: 7,767 shares; 2025Q1: 7,443 shares; 2025Q2: 6,236 shares; 2025Q3: 6,305 shares; 2025Q4: 7,262 shares; 2026Q1: 7,220 shares 7,220 $6.46M 0.08% -42 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 27,094 shares; 2025Q1: 37,010 shares; 2025Q2: 38,925 shares; 2025Q3: 40,247 shares; 2025Q4: 44,601 shares; 2026Q1: 54,476 shares 54,476 $6.46M 0.08% +9,875 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,614 shares; 2024Q4: 53,784 shares; 2025Q1: 41,478 shares; 2025Q2: 42,477 shares; 2025Q3: 42,602 shares; 2025Q4: not reported; 2026Q1: 42,639 shares 42,639 $6.45M 0.08% new 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: 70,199 shares; 2024Q4: 69,608 shares; 2025Q1: 58,894 shares; 2025Q2: 67,980 shares; 2025Q3: 66,214 shares; 2025Q4: 65,466 shares; 2026Q1: 66,497 shares 66,497 $6.42M 0.08% +1,031 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: 47,754 shares; 2024Q4: 47,024 shares; 2025Q1: 51,075 shares; 2025Q2: 42,409 shares; 2025Q3: 39,830 shares; 2025Q4: 39,203 shares; 2026Q1: 36,874 shares 36,874 $6.36M 0.08% -2,329 Timeline IMCG 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: 87,594 shares; 2024Q4: 88,557 shares; 2025Q1: 87,886 shares; 2025Q2: 87,639 shares; 2025Q3: 73,039 shares; 2025Q4: 79,594 shares; 2026Q1: 80,219 shares 80,219 $6.32M 0.08% +625 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,985 shares; 2024Q4: 119,858 shares; 2025Q1: 127,598 shares; 2025Q2: 132,165 shares; 2025Q3: 135,234 shares; 2025Q4: 134,684 shares; 2026Q1: 140,136 shares 140,136 $6.31M 0.08% +5,452 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,279 shares; 2024Q4: 71,087 shares; 2025Q1: 67,523 shares; 2025Q2: 58,462 shares; 2025Q3: 58,229 shares; 2025Q4: 57,823 shares; 2026Q1: 47,714 shares 47,714 $6.25M 0.08% -10,109 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,868 shares; 2024Q4: 226,206 shares; 2025Q1: 281,113 shares; 2025Q2: 331,079 shares; 2025Q3: 216,552 shares; 2025Q4: 196,100 shares; 2026Q1: 141,535 shares 141,535 $6.25M 0.08% -54,565 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,980 shares; 2025Q1: 6,906 shares; 2025Q2: 17,091 shares; 2025Q3: 19,633 shares; 2025Q4: 25,107 shares; 2026Q1: 56,329 shares 56,329 $6.18M 0.08% +31,222 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,295 shares; 2024Q4: 24,764 shares; 2025Q1: 25,272 shares; 2025Q2: 26,129 shares; 2025Q3: 25,756 shares; 2025Q4: 25,660 shares; 2026Q1: 26,082 shares 26,082 $6.05M 0.07% +422 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 8,108 shares; 2025Q1: 9,727 shares; 2025Q2: 17,342 shares; 2025Q3: 18,286 shares; 2025Q4: 18,768 shares; 2026Q1: 17,933 shares 17,933 $5.98M 0.07% -835 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: 105,875 shares; 2024Q4: 97,373 shares; 2025Q1: 87,551 shares; 2025Q2: 95,382 shares; 2025Q3: 103,033 shares; 2025Q4: 207,479 shares; 2026Q1: 72,424 shares 72,424 $5.98M 0.07% -135,055 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: 17,296 shares; 2024Q4: 19,566 shares; 2025Q1: 19,395 shares; 2025Q2: 19,274 shares; 2025Q3: 20,208 shares; 2025Q4: 20,255 shares; 2026Q1: 19,970 shares 19,970 $5.97M 0.07% -285 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: 54,424 shares; 2024Q4: 54,941 shares; 2025Q1: 56,920 shares; 2025Q2: 61,772 shares; 2025Q3: 59,213 shares; 2025Q4: 33,877 shares; 2026Q1: 40,873 shares 40,873 $5.91M 0.07% +6,996 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: 1,226 shares; 2024Q4: 1,369 shares; 2025Q1: 1,431 shares; 2025Q2: 1,506 shares; 2025Q3: 2,710 shares; 2025Q4: 2,893 shares; 2026Q1: 3,407 shares 3,407 $5.89M 0.07% +514 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 19,731 shares; 2025Q4: 19,731 shares; 2026Q1: 20,944 shares 20,944 $5.87M 0.07% +1,213 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,965 shares; 2025Q1: 198,881 shares; 2025Q2: 146,906 shares; 2025Q3: 146,955 shares; 2025Q4: 145,490 shares; 2026Q1: 146,699 shares 146,699 $5.84M 0.07% +1,209 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,069 shares; 2024Q4: 49,892 shares; 2025Q1: 46,034 shares; 2025Q2: 41,207 shares; 2025Q3: 31,810 shares; 2025Q4: 28,749 shares; 2026Q1: 26,890 shares 26,890 $5.83M 0.07% -1,859 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,011 shares; 2024Q4: 34,307 shares; 2025Q1: 38,937 shares; 2025Q2: 41,575 shares; 2025Q3: 47,989 shares; 2025Q4: not reported; 2026Q1: 52,389 shares 52,389 $5.79M 0.07% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,934 shares; 2024Q4: 50,320 shares; 2025Q1: 59,316 shares; 2025Q2: 59,685 shares; 2025Q3: 62,919 shares; 2025Q4: 55,849 shares; 2026Q1: 51,618 shares 51,618 $5.75M 0.07% -4,231 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,435 shares; 2025Q4: 61,728 shares; 2026Q1: 60,949 shares 60,949 $5.73M 0.07% -779 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,043 shares; 2024Q4: 153,946 shares; 2025Q1: 163,271 shares; 2025Q2: 158,888 shares; 2025Q3: 160,488 shares; 2025Q4: 159,104 shares; 2026Q1: 158,578 shares 158,578 $5.72M 0.07% -526 Timeline SRLN 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: 29,955 shares; 2024Q4: 41,896 shares; 2025Q1: 46,246 shares; 2025Q2: 45,554 shares; 2025Q3: 47,921 shares; 2025Q4: 113,119 shares; 2026Q1: 141,265 shares 141,265 $5.67M 0.07% +28,146 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: 9,158 shares; 2024Q4: 10,093 shares; 2025Q1: 9,226 shares; 2025Q2: 7,497 shares; 2025Q3: 7,624 shares; 2025Q4: 7,488 shares; 2026Q1: 7,603 shares 7,603 $5.61M 0.07% +115 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: 63,542 shares; 2024Q4: 64,787 shares; 2025Q1: 70,881 shares; 2025Q2: 59,391 shares; 2025Q3: 60,989 shares; 2025Q4: 63,308 shares; 2026Q1: 63,729 shares 63,729 $5.6M 0.07% +421 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,418 shares; 2024Q4: 74,249 shares; 2025Q1: 31,097 shares; 2025Q2: 38,755 shares; 2025Q3: 18,124 shares; 2025Q4: not reported; 2026Q1: 41,227 shares 41,227 $5.59M 0.07% new 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: 114,980 shares; 2024Q4: 119,187 shares; 2025Q1: 137,023 shares; 2025Q2: 141,716 shares; 2025Q3: 131,011 shares; 2025Q4: 100,735 shares; 2026Q1: 71,120 shares 71,120 $5.58M 0.07% -29,615 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,282 shares; 2025Q2: 41,127 shares; 2025Q3: 43,985 shares; 2025Q4: 67,852 shares; 2026Q1: 136,455 shares 136,455 $5.56M 0.07% +68,603 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 18,941 shares; 2025Q1: 19,388 shares; 2025Q2: 40,398 shares; 2025Q3: 41,023 shares; 2025Q4: 40,591 shares; 2026Q1: 42,079 shares 42,079 $5.54M 0.07% +1,488 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: 73,052 shares; 2024Q4: 61,040 shares; 2025Q1: 60,207 shares; 2025Q2: 60,152 shares; 2025Q3: 60,254 shares; 2025Q4: 52,241 shares; 2026Q1: 41,761 shares 41,761 $5.51M 0.07% -10,480 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: 90,712 shares; 2024Q4: 89,816 shares; 2025Q1: 94,556 shares; 2025Q2: 104,367 shares; 2025Q3: 110,873 shares; 2025Q4: 59,488 shares; 2026Q1: 55,209 shares 55,209 $5.48M 0.07% -4,279 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,926 shares; 2025Q1: 12,857 shares; 2025Q2: 12,709 shares; 2025Q3: 13,101 shares; 2025Q4: 13,704 shares; 2026Q1: 14,464 shares 14,464 $5.46M 0.07% +760 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,331 shares; 2024Q4: 21,008 shares; 2025Q1: 36,232 shares; 2025Q2: 48,656 shares; 2025Q3: 42,227 shares; 2025Q4: 39,533 shares; 2026Q1: 33,001 shares 33,001 $5.42M 0.07% -6,532 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: 21,225 shares; 2024Q4: 21,507 shares; 2025Q1: 22,532 shares; 2025Q2: 31,371 shares; 2025Q3: 28,640 shares; 2025Q4: 28,185 shares; 2026Q1: 29,566 shares 29,566 $5.39M 0.07% +1,381 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,240 shares; 2024Q4: 72,278 shares; 2025Q1: 80,617 shares; 2025Q2: 88,142 shares; 2025Q3: 91,805 shares; 2025Q4: 96,106 shares; 2026Q1: 97,640 shares 97,640 $5.39M 0.07% +1,534 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,108 shares; 2024Q4: 83,456 shares; 2025Q1: 89,570 shares; 2025Q2: 91,965 shares; 2025Q3: 90,714 shares; 2025Q4: 85,688 shares; 2026Q1: 102,016 shares 102,016 $5.37M 0.07% +16,328 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: 99,675 shares; 2024Q4: 110,504 shares; 2025Q1: 114,891 shares; 2025Q2: 98,743 shares; 2025Q3: 124,247 shares; 2025Q4: 123,253 shares; 2026Q1: 85,469 shares 85,469 $5.36M 0.07% -37,784 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,221 shares; 2024Q4: 55,278 shares; 2025Q1: 61,098 shares; 2025Q2: 54,083 shares; 2025Q3: 58,796 shares; 2025Q4: 183,448 shares; 2026Q1: 72,550 shares 72,550 $5.34M 0.07% -110,898 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,926 shares; 2024Q4: 84,777 shares; 2025Q1: 109,841 shares; 2025Q2: 113,362 shares; 2025Q3: 125,701 shares; 2025Q4: 126,331 shares; 2026Q1: 111,833 shares 111,833 $5.34M 0.06% -14,498 Timeline VIGI 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: 45,454 shares; 2024Q4: 43,555 shares; 2025Q1: 45,585 shares; 2025Q2: 49,610 shares; 2025Q3: 51,633 shares; 2025Q4: 56,104 shares; 2026Q1: 60,297 shares 60,297 $5.33M 0.06% +4,193 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: 52,232 shares; 2024Q4: 53,313 shares; 2025Q1: 49,770 shares; 2025Q2: 51,264 shares; 2025Q3: 53,578 shares; 2025Q4: 55,493 shares; 2026Q1: 58,485 shares 58,485 $5.29M 0.06% +2,992 Timeline FTXL 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: 66,113 shares; 2024Q4: 46,506 shares; 2025Q1: 3,259 shares; 2025Q2: 10,946 shares; 2025Q3: 11,238 shares; 2025Q4: 44,920 shares; 2026Q1: 35,680 shares 35,680 $5.26M 0.06% -9,240 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,293 shares; 2024Q4: 107,532 shares; 2025Q1: 109,538 shares; 2025Q2: 119,038 shares; 2025Q3: 122,090 shares; 2025Q4: 134,055 shares; 2026Q1: 103,791 shares 103,791 $5.25M 0.06% -30,264 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,492 shares; 2024Q4: 34,265 shares; 2025Q1: 35,710 shares; 2025Q2: 36,872 shares; 2025Q3: 36,186 shares; 2025Q4: 28,447 shares; 2026Q1: 28,104 shares 28,104 $5.24M 0.06% -343 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,910 shares; 2024Q4: 48,995 shares; 2025Q1: 48,124 shares; 2025Q2: 69,317 shares; 2025Q3: 87,221 shares; 2025Q4: 84,299 shares; 2026Q1: 56,571 shares 56,571 $5.19M 0.06% -27,728 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,172 shares; 2025Q1: 12,990 shares; 2025Q2: 16,549 shares; 2025Q3: 16,219 shares; 2025Q4: 16,515 shares; 2026Q1: 37,707 shares 37,707 $5.17M 0.06% +21,192 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,567 shares; 2024Q4: 158,946 shares; 2025Q1: 166,514 shares; 2025Q2: 175,426 shares; 2025Q3: 183,622 shares; 2025Q4: 186,176 shares; 2026Q1: 233,441 shares 233,441 $5.17M 0.06% +47,265 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,918 shares; 2024Q4: 35,029 shares; 2025Q1: 32,404 shares; 2025Q2: 27,014 shares; 2025Q3: 27,414 shares; 2025Q4: not reported; 2026Q1: 27,967 shares 27,967 $5.17M 0.06% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,179 shares; 2024Q4: 604,180 shares; 2025Q1: 2,253,059 shares; 2025Q2: 1,553,927 shares; 2025Q3: 479,882 shares; 2025Q4: 352,848 shares; 2026Q1: 341,936 shares 341,936 $5.14M 0.06% -10,912 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 8,427 shares; 2025Q1: 8,539 shares; 2025Q2: 8,621 shares; 2025Q3: 8,750 shares; 2025Q4: 8,710 shares; 2026Q1: 5,233 shares 5,233 $5.13M 0.06% -3,477 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 10,409 shares; 2025Q1: 16,724 shares; 2025Q2: 12,717 shares; 2025Q3: 13,734 shares; 2025Q4: 18,053 shares; 2026Q1: 29,353 shares 29,353 $5.13M 0.06% +11,300 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: 7,399 shares; 2024Q4: 7,669 shares; 2025Q1: 17,275 shares; 2025Q2: 17,075 shares; 2025Q3: 12,853 shares; 2025Q4: 14,232 shares; 2026Q1: 8,273 shares 8,273 $5.1M 0.06% -5,959 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,544 shares; 2025Q1: 8,367 shares; 2025Q2: 9,744 shares; 2025Q3: 9,591 shares; 2025Q4: 11,805 shares; 2026Q1: 11,730 shares 11,730 $5.09M 0.06% -75 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 18,951 shares; 2025Q1: 28,493 shares; 2025Q2: 16,965 shares; 2025Q3: 16,515 shares; 2025Q4: 15,147 shares; 2026Q1: 13,268 shares 13,268 $5.09M 0.06% -1,879 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,992 shares; 2025Q1: 31,297 shares; 2025Q2: 96,548 shares; 2025Q3: 98,045 shares; 2025Q4: not reported; 2026Q1: 101,835 shares 101,835 $5.07M 0.06% new Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 80,638 shares; 2025Q2: 346,289 shares; 2025Q3: 186,947 shares; 2025Q4: 174,763 shares; 2026Q1: 200,869 shares 200,869 $5.05M 0.06% +26,106 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: 38,290 shares; 2024Q4: 44,007 shares; 2025Q1: 66,766 shares; 2025Q2: 64,056 shares; 2025Q3: 55,135 shares; 2025Q4: 62,041 shares; 2026Q1: 63,054 shares 63,054 $5.02M 0.06% +1,013 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: 43,872 shares; 2024Q4: 39,897 shares; 2025Q1: 40,538 shares; 2025Q2: 29,200 shares; 2025Q3: 28,814 shares; 2025Q4: 21,523 shares; 2026Q1: 17,767 shares 17,767 $5.02M 0.06% -3,756 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: 14,302 shares; 2024Q4: 14,633 shares; 2025Q1: 21,600 shares; 2025Q2: 39,238 shares; 2025Q3: 39,103 shares; 2025Q4: 45,139 shares; 2026Q1: 51,188 shares 51,188 $4.98M 0.06% +6,049 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: 28,644 shares; 2024Q4: 25,659 shares; 2025Q1: 29,898 shares; 2025Q2: 29,983 shares; 2025Q3: 24,750 shares; 2025Q4: 19,230 shares; 2026Q1: 36,256 shares 36,256 $4.95M 0.06% +17,026 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,194 shares; 2024Q4: 13,269 shares; 2025Q1: 13,390 shares; 2025Q2: 12,735 shares; 2025Q3: 12,312 shares; 2025Q4: 11,082 shares; 2026Q1: 10,365 shares 10,365 $4.91M 0.06% -717 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 40,668 shares; 2025Q1: 42,463 shares; 2025Q2: 42,249 shares; 2025Q3: 42,175 shares; 2025Q4: 42,654 shares; 2026Q1: 39,733 shares 39,733 $4.9M 0.06% -2,921 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,324 shares; 2024Q4: 121,062 shares; 2025Q1: 144,543 shares; 2025Q2: 158,228 shares; 2025Q3: 184,314 shares; 2025Q4: 156,653 shares; 2026Q1: 150,133 shares 150,133 $4.89M 0.06% -6,520 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,343 shares; 2024Q4: 96,662 shares; 2025Q1: 96,662 shares; 2025Q2: 96,662 shares; 2025Q3: 96,057 shares; 2025Q4: 100,554 shares; 2026Q1: 99,294 shares 99,294 $4.89M 0.06% -1,260 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,526 shares; 2024Q4: 30,589 shares; 2025Q1: 31,231 shares; 2025Q2: 33,127 shares; 2025Q3: 34,758 shares; 2025Q4: not reported; 2026Q1: 38,523 shares 38,523 $4.86M 0.06% new 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: 45,617 shares; 2024Q4: 45,104 shares; 2025Q1: 45,015 shares; 2025Q2: 39,236 shares; 2025Q3: 39,116 shares; 2025Q4: 42,304 shares; 2026Q1: 37,969 shares 37,969 $4.83M 0.06% -4,335 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,123 shares; 2025Q1: 88,076 shares; 2025Q2: 127,019 shares; 2025Q3: 139,246 shares; 2025Q4: 132,249 shares; 2026Q1: 69,494 shares 69,494 $4.82M 0.06% -62,755 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,287 shares; 2025Q2: 32,088 shares; 2025Q3: 32,058 shares; 2025Q4: 145,870 shares; 2026Q1: 152,633 shares 152,633 $4.8M 0.06% +6,763 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,285 shares; 2024Q4: 210,888 shares; 2025Q1: 223,153 shares; 2025Q2: 263,864 shares; 2025Q3: 266,988 shares; 2025Q4: 268,897 shares; 2026Q1: 332,548 shares 332,548 $4.75M 0.06% +63,651 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 44,167 shares; 2025Q1: 44,224 shares; 2025Q2: 45,265 shares; 2025Q3: 45,637 shares; 2025Q4: 47,919 shares; 2026Q1: 51,410 shares 51,410 $4.71M 0.06% +3,491 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: 53,449 shares; 2024Q4: 49,639 shares; 2025Q1: 48,066 shares; 2025Q2: 46,579 shares; 2025Q3: 49,103 shares; 2025Q4: 62,195 shares; 2026Q1: 39,644 shares 39,644 $4.66M 0.06% -22,551 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: 4,815 shares; 2024Q4: 4,828 shares; 2025Q1: 4,395 shares; 2025Q2: 4,214 shares; 2025Q3: 4,134 shares; 2025Q4: 4,180 shares; 2026Q1: 4,271 shares 4,271 $4.66M 0.06% +91 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: 39,271 shares; 2024Q4: 38,165 shares; 2025Q1: 37,267 shares; 2025Q2: 37,727 shares; 2025Q3: 37,635 shares; 2025Q4: 35,578 shares; 2026Q1: 34,270 shares 34,270 $4.64M 0.06% -1,308 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: 36,718 shares; 2024Q4: 38,269 shares; 2025Q1: 50,915 shares; 2025Q2: 50,383 shares; 2025Q3: 49,610 shares; 2025Q4: 44,241 shares; 2026Q1: 54,209 shares 54,209 $4.62M 0.06% +9,968 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: 70,804 shares; 2024Q4: 94,130 shares; 2025Q1: 96,272 shares; 2025Q2: 96,725 shares; 2025Q3: 95,729 shares; 2025Q4: 74,599 shares; 2026Q1: 78,751 shares 78,751 $4.61M 0.06% +4,152 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: 164,086 shares; 2024Q4: 158,450 shares; 2025Q1: 147,417 shares; 2025Q2: 142,545 shares; 2025Q3: 130,069 shares; 2025Q4: 165,668 shares; 2026Q1: 151,890 shares 151,890 $4.61M 0.06% -13,778 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,723 shares; 2024Q4: 72,074 shares; 2025Q1: 71,397 shares; 2025Q2: 71,045 shares; 2025Q3: 70,773 shares; 2025Q4: 69,165 shares; 2026Q1: 65,480 shares 65,480 $4.6M 0.06% -3,685 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,653 shares; 2024Q4: 58,388 shares; 2025Q1: 49,781 shares; 2025Q2: 53,564 shares; 2025Q3: 52,384 shares; 2025Q4: 52,249 shares; 2026Q1: 24,431 shares 24,431 $4.57M 0.06% -27,818 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,575 shares; 2024Q4: 65,080 shares; 2025Q1: 94,531 shares; 2025Q2: 256,315 shares; 2025Q3: 188,780 shares; 2025Q4: 176,264 shares; 2026Q1: 153,047 shares 153,047 $4.56M 0.06% -23,217 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,397 shares; 2024Q4: 400,286 shares; 2025Q1: 404,452 shares; 2025Q2: 431,336 shares; 2025Q3: 442,870 shares; 2025Q4: 495,055 shares; 2026Q1: 410,093 shares 410,093 $4.54M 0.06% -84,962 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 47,361 shares; 2025Q1: 34,363 shares; 2025Q2: 30,819 shares; 2025Q3: 26,267 shares; 2025Q4: 22,980 shares; 2026Q1: 26,714 shares 26,714 $4.51M 0.05% +3,734 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,055 shares; 2024Q4: 142,233 shares; 2025Q1: 131,415 shares; 2025Q2: 119,042 shares; 2025Q3: 108,433 shares; 2025Q4: 104,037 shares; 2026Q1: 100,111 shares 100,111 $4.49M 0.05% -3,926 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: 56,560 shares; 2024Q4: 48,411 shares; 2025Q1: 48,789 shares; 2025Q2: 47,851 shares; 2025Q3: 49,128 shares; 2025Q4: 50,842 shares; 2026Q1: 48,256 shares 48,256 $4.49M 0.05% -2,586 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,379 shares; 2024Q4: 60,567 shares; 2025Q1: 68,339 shares; 2025Q2: 79,138 shares; 2025Q3: 86,214 shares; 2025Q4: 94,646 shares; 2026Q1: 105,065 shares 105,065 $4.47M 0.05% +10,419 Timeline SPHD 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: 85,702 shares; 2024Q4: 86,612 shares; 2025Q1: 90,841 shares; 2025Q2: 93,025 shares; 2025Q3: 94,413 shares; 2025Q4: 89,603 shares; 2026Q1: 89,728 shares 89,728 $4.45M 0.05% +125 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,344 shares; 2024Q4: 138,506 shares; 2025Q1: 159,194 shares; 2025Q2: 165,905 shares; 2025Q3: 169,204 shares; 2025Q4: 165,424 shares; 2026Q1: 164,873 shares 164,873 $4.44M 0.05% -551 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: 3,893 shares; 2024Q4: 3,882 shares; 2025Q1: 3,642 shares; 2025Q2: 3,813 shares; 2025Q3: 3,565 shares; 2025Q4: 3,590 shares; 2026Q1: 5,114 shares 5,114 $4.43M 0.05% +1,524 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 14,529 shares; 2025Q1: 8,247 shares; 2025Q2: 8,440 shares; 2025Q3: 35,510 shares; 2025Q4: 36,755 shares; 2026Q1: 37,732 shares 37,732 $4.42M 0.05% +977 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: 29,674 shares; 2024Q4: 28,221 shares; 2025Q1: 13,770 shares; 2025Q2: 18,470 shares; 2025Q3: 23,267 shares; 2025Q4: 21,658 shares; 2026Q1: 71,273 shares 71,273 $4.41M 0.05% +49,615 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 10,621 shares; 2025Q1: not reported; 2025Q2: 9,163 shares; 2025Q3: 75,483 shares; 2025Q4: not reported; 2026Q1: 168,872 shares 168,872 $4.4M 0.05% new 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: 16,321 shares; 2024Q4: 16,884 shares; 2025Q1: 17,357 shares; 2025Q2: 19,195 shares; 2025Q3: 19,009 shares; 2025Q4: 17,116 shares; 2026Q1: 16,825 shares 16,825 $4.38M 0.05% -291 Timeline HYLS 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: 56,656 shares; 2024Q4: 57,472 shares; 2025Q1: 54,366 shares; 2025Q2: 26,388 shares; 2025Q3: 26,974 shares; 2025Q4: 92,767 shares; 2026Q1: 107,254 shares 107,254 $4.35M 0.05% +14,487 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: 20,634 shares; 2024Q4: 19,354 shares; 2025Q1: 16,513 shares; 2025Q2: 16,580 shares; 2025Q3: 15,929 shares; 2025Q4: 16,954 shares; 2026Q1: 17,362 shares 17,362 $4.34M 0.05% +408 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 493,441 shares; 2025Q1: 488,366 shares; 2025Q2: 493,146 shares; 2025Q3: 406,419 shares; 2025Q4: 93,369 shares; 2026Q1: 90,005 shares 90,005 $4.31M 0.05% -3,364 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,159 shares; 2024Q4: 15,721 shares; 2025Q1: 16,343 shares; 2025Q2: 16,337 shares; 2025Q3: 16,781 shares; 2025Q4: 18,073 shares; 2026Q1: 18,647 shares 18,647 $4.3M 0.05% +574 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,473 shares; 2025Q2: 12,880 shares; 2025Q3: 68,395 shares; 2025Q4: 70,674 shares; 2026Q1: 73,862 shares 73,862 $4.3M 0.05% +3,188 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 79,846 shares; 2025Q1: 80,478 shares; 2025Q2: 78,376 shares; 2025Q3: 77,679 shares; 2025Q4: 108,369 shares; 2026Q1: 106,050 shares 106,050 $4.29M 0.05% -2,319 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,702 shares; 2024Q4: 88,588 shares; 2025Q1: 105,657 shares; 2025Q2: 160,559 shares; 2025Q3: 173,897 shares; 2025Q4: 175,440 shares; 2026Q1: 190,322 shares 190,322 $4.25M 0.05% +14,882 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 59,124 shares; 2025Q4: 60,506 shares; 2026Q1: 90,586 shares 90,586 $4.19M 0.05% +30,080 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,343 shares; 2024Q4: 62,805 shares; 2025Q1: 62,089 shares; 2025Q2: 58,052 shares; 2025Q3: 64,223 shares; 2025Q4: 63,825 shares; 2026Q1: 67,615 shares 67,615 $4.18M 0.05% +3,790 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: 13,193 shares; 2024Q4: 12,497 shares; 2025Q1: 11,436 shares; 2025Q2: 14,050 shares; 2025Q3: 15,613 shares; 2025Q4: 15,882 shares; 2026Q1: 83,623 shares 83,623 $4.18M 0.05% +67,741 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,721 shares; 2024Q4: 317,607 shares; 2025Q1: 329,470 shares; 2025Q2: 332,512 shares; 2025Q3: 335,107 shares; 2025Q4: 333,179 shares; 2026Q1: 397,239 shares 397,239 $4.17M 0.05% +64,060 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: 8,498 shares; 2024Q4: 9,311 shares; 2025Q1: 10,094 shares; 2025Q2: 9,968 shares; 2025Q3: 10,512 shares; 2025Q4: 9,604 shares; 2026Q1: 11,287 shares 11,287 $4.11M 0.05% +1,683 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,397 shares; 2024Q4: 32,024 shares; 2025Q1: 4,921 shares; 2025Q2: 25,116 shares; 2025Q3: 29,345 shares; 2025Q4: 29,387 shares; 2026Q1: 37,789 shares 37,789 $4.1M 0.05% +8,402 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,522 shares; 2025Q2: 2,626 shares; 2025Q3: 2,818 shares; 2025Q4: 14,105 shares; 2026Q1: 12,856 shares 12,856 $4.1M 0.05% -1,249 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,938 shares; 2024Q4: 87,920 shares; 2025Q1: 100,402 shares; 2025Q2: 118,631 shares; 2025Q3: 117,893 shares; 2025Q4: 126,048 shares; 2026Q1: 139,098 shares 139,098 $4.1M 0.05% +13,050 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,386 shares; 2024Q4: 65,965 shares; 2025Q1: 70,523 shares; 2025Q2: 85,167 shares; 2025Q3: 82,593 shares; 2025Q4: 78,105 shares; 2026Q1: 80,176 shares 80,176 $4.07M 0.05% +2,071 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,301 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 12,967 shares; 2025Q3: 12,967 shares; 2025Q4: 512,025 shares; 2026Q1: 559,615 shares 559,615 $4.06M 0.05% +47,590 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,157 shares; 2025Q1: 1,222 shares; 2025Q2: 7,749 shares; 2025Q3: 7,795 shares; 2025Q4: 8,424 shares; 2026Q1: 11,302 shares 11,302 $4.06M 0.05% +2,878 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,977 shares; 2024Q4: 44,159 shares; 2025Q1: 44,713 shares; 2025Q2: 46,225 shares; 2025Q3: 45,800 shares; 2025Q4: 45,811 shares; 2026Q1: 46,166 shares 46,166 $4.02M 0.05% +355 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: 70,262 shares; 2024Q4: 53,651 shares; 2025Q1: 42,940 shares; 2025Q2: 54,183 shares; 2025Q3: 49,655 shares; 2025Q4: not reported; 2026Q1: 33,148 shares 33,148 $4.02M 0.05% new Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,025 shares; 2024Q4: 168,865 shares; 2025Q1: 348,628 shares; 2025Q2: 330,628 shares; 2025Q3: 321,528 shares; 2025Q4: 302,715 shares; 2026Q1: 271,778 shares 271,778 $4.01M 0.05% -30,937 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: 75,769 shares; 2024Q4: 69,557 shares; 2025Q1: 70,684 shares; 2025Q2: 67,591 shares; 2025Q3: 72,104 shares; 2025Q4: 84,632 shares; 2026Q1: 75,144 shares 75,144 $3.97M 0.05% -9,488 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: 73,806 shares; 2024Q4: 73,632 shares; 2025Q1: 75,261 shares; 2025Q2: 75,105 shares; 2025Q3: 75,016 shares; 2025Q4: 74,516 shares; 2026Q1: 85,099 shares 85,099 $3.95M 0.05% +10,583 Timeline SHLD 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: 37,300 shares; 2025Q1: 49,558 shares; 2025Q2: 62,153 shares; 2025Q3: 62,583 shares; 2025Q4: 57,004 shares; 2026Q1: 55,198 shares 55,198 $3.91M 0.05% -1,806 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,866 shares; 2024Q4: 33,197 shares; 2025Q1: 32,270 shares; 2025Q2: 32,948 shares; 2025Q3: 34,263 shares; 2025Q4: 36,571 shares; 2026Q1: 38,107 shares 38,107 $3.9M 0.05% +1,536 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,172 shares; 2024Q4: 45,647 shares; 2025Q1: 35,792 shares; 2025Q2: 34,995 shares; 2025Q3: 35,204 shares; 2025Q4: 33,737 shares; 2026Q1: 40,014 shares 40,014 $3.89M 0.05% +6,277 Timeline TLTW 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: 51,659 shares; 2026Q1: 171,218 shares 171,218 $3.87M 0.05% +119,559 Timeline IWX 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: 36,653 shares; 2024Q4: 37,164 shares; 2025Q1: 36,371 shares; 2025Q2: 37,525 shares; 2025Q3: 39,184 shares; 2025Q4: 41,450 shares; 2026Q1: 41,732 shares 41,732 $3.87M 0.05% +282 Timeline FDN 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: 35,368 shares; 2024Q4: 35,250 shares; 2025Q1: 28,794 shares; 2025Q2: 24,316 shares; 2025Q3: 24,115 shares; 2025Q4: not reported; 2026Q1: 16,511 shares 16,511 $3.86M 0.05% new 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: 9,783 shares; 2024Q4: 9,261 shares; 2025Q1: 10,013 shares; 2025Q2: 7,235 shares; 2025Q3: 6,765 shares; 2025Q4: 6,924 shares; 2026Q1: 7,119 shares 7,119 $3.83M 0.05% +195 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,361 shares; 2024Q4: 43,808 shares; 2025Q1: 41,329 shares; 2025Q2: 39,796 shares; 2025Q3: 39,249 shares; 2025Q4: 46,037 shares; 2026Q1: 58,228 shares 58,228 $3.8M 0.05% +12,191 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 17,962 shares; 2025Q1: 15,620 shares; 2025Q2: 18,799 shares; 2025Q3: 13,367 shares; 2025Q4: 10,700 shares; 2026Q1: 13,577 shares 13,577 $3.79M 0.05% +2,877 Timeline FAN 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: 185,961 shares; 2025Q3: 185,791 shares; 2025Q4: 205,734 shares; 2026Q1: 151,208 shares 151,208 $3.74M 0.05% -54,526 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 15,194 shares; 2025Q1: 16,250 shares; 2025Q2: 19,234 shares; 2025Q3: 20,136 shares; 2025Q4: 21,086 shares; 2026Q1: 20,658 shares 20,658 $3.72M 0.05% -428 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,913 shares; 2025Q4: not reported; 2026Q1: 46,196 shares 46,196 $3.72M 0.05% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,253 shares; 2024Q4: 28,224 shares; 2025Q1: 28,235 shares; 2025Q2: 28,043 shares; 2025Q3: 27,890 shares; 2025Q4: 21,021 shares; 2026Q1: 21,556 shares 21,556 $3.71M 0.05% +535 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,761 shares; 2024Q4: 35,499 shares; 2025Q1: 37,794 shares; 2025Q2: 51,581 shares; 2025Q3: 54,506 shares; 2025Q4: 58,451 shares; 2026Q1: 57,320 shares 57,320 $3.7M 0.05% -1,131 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: 75,655 shares; 2024Q4: 45,362 shares; 2025Q1: 36,830 shares; 2025Q2: 42,118 shares; 2025Q3: 52,720 shares; 2025Q4: 56,229 shares; 2026Q1: 87,232 shares 87,232 $3.7M 0.05% +31,003 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 34,536 shares; 2025Q1: 37,089 shares; 2025Q2: 36,719 shares; 2025Q3: 56,670 shares; 2025Q4: not reported; 2026Q1: 31,003 shares 31,003 $3.68M 0.04% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,948 shares; 2024Q4: 239,888 shares; 2025Q1: 240,163 shares; 2025Q2: 224,574 shares; 2025Q3: 204,134 shares; 2025Q4: 176,877 shares; 2026Q1: 177,213 shares 177,213 $3.67M 0.04% +336 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 58,465 shares; 2025Q4: 63,281 shares; 2026Q1: 72,682 shares 72,682 $3.67M 0.04% +9,401 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: 33,856 shares; 2024Q4: 34,527 shares; 2025Q1: 36,835 shares; 2025Q2: 37,995 shares; 2025Q3: 36,844 shares; 2025Q4: 22,226 shares; 2026Q1: 23,915 shares 23,915 $3.65M 0.04% +1,689 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,611 shares; 2024Q4: 114,278 shares; 2025Q1: 85,555 shares; 2025Q2: 81,691 shares; 2025Q3: 86,238 shares; 2025Q4: 96,157 shares; 2026Q1: 71,887 shares 71,887 $3.65M 0.04% -24,270 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: 356,891 shares; 2024Q4: 290,185 shares; 2025Q1: 347,208 shares; 2025Q2: 347,005 shares; 2025Q3: 297,643 shares; 2025Q4: 287,757 shares; 2026Q1: 132,941 shares 132,941 $3.65M 0.04% -154,816 Timeline ITB 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: 9,240 shares; 2024Q4: 6,491 shares; 2025Q1: 7,422 shares; 2025Q2: 7,117 shares; 2025Q3: 25,788 shares; 2025Q4: 8,196 shares; 2026Q1: 40,252 shares 40,252 $3.64M 0.04% +32,056 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,134 shares; 2025Q1: 9,144 shares; 2025Q2: 43,409 shares; 2025Q3: 49,149 shares; 2025Q4: 52,516 shares; 2026Q1: 122,452 shares 122,452 $3.64M 0.04% +69,936 Timeline HFXI 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: 78,349 shares; 2024Q4: 76,781 shares; 2025Q1: 82,415 shares; 2025Q2: 90,369 shares; 2025Q3: 98,094 shares; 2025Q4: 105,064 shares; 2026Q1: 107,993 shares 107,993 $3.63M 0.04% +2,929 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: 12,167 shares; 2024Q4: 12,421 shares; 2025Q1: 12,683 shares; 2025Q2: 12,430 shares; 2025Q3: 12,288 shares; 2025Q4: 11,703 shares; 2026Q1: 11,018 shares 11,018 $3.6M 0.04% -685 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,288 shares; 2024Q4: 165,655 shares; 2025Q1: 208,136 shares; 2025Q2: 210,890 shares; 2025Q3: 217,834 shares; 2025Q4: 212,917 shares; 2026Q1: 217,046 shares 217,046 $3.6M 0.04% +4,129 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: 15,428 shares; 2024Q4: 35,662 shares; 2025Q1: 36,941 shares; 2025Q2: 37,238 shares; 2025Q3: 37,592 shares; 2025Q4: 41,073 shares; 2026Q1: 42,765 shares 42,765 $3.58M 0.04% +1,692 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 78,051 shares; 2025Q3: 101,362 shares; 2025Q4: 55,770 shares; 2026Q1: 55,443 shares 55,443 $3.56M 0.04% -327 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: 36,076 shares; 2024Q4: 36,293 shares; 2025Q1: 41,138 shares; 2025Q2: 42,749 shares; 2025Q3: 41,541 shares; 2025Q4: not reported; 2026Q1: 43,386 shares 43,386 $3.55M 0.04% new 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: 12,713 shares; 2024Q4: 12,228 shares; 2025Q1: 11,710 shares; 2025Q2: 12,381 shares; 2025Q3: 12,175 shares; 2025Q4: 10,831 shares; 2026Q1: 9,930 shares 9,930 $3.54M 0.04% -901 Timeline FXU 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: 81,005 shares; 2025Q3: 80,960 shares; 2025Q4: 92,449 shares; 2026Q1: 71,225 shares 71,225 $3.53M 0.04% -21,224 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,225 shares; 2024Q4: 71,533 shares; 2025Q1: 72,593 shares; 2025Q2: 73,096 shares; 2025Q3: 73,099 shares; 2025Q4: 73,102 shares; 2026Q1: 75,555 shares 75,555 $3.53M 0.04% +2,453 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,780 shares; 2024Q4: 28,164 shares; 2025Q1: 29,667 shares; 2025Q2: 29,260 shares; 2025Q3: 29,352 shares; 2025Q4: 17,397 shares; 2026Q1: 17,789 shares 17,789 $3.52M 0.04% +392 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 18,590 shares; 2025Q1: 19,556 shares; 2025Q2: 9,459 shares; 2025Q3: 9,316 shares; 2025Q4: 9,666 shares; 2026Q1: 9,673 shares 9,673 $3.51M 0.04% +7 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 4,473 shares; 2025Q1: 7,138 shares; 2025Q2: 9,785 shares; 2025Q3: 8,294 shares; 2025Q4: 7,482 shares; 2026Q1: 6,483 shares 6,483 $3.51M 0.04% -999 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,660 shares; 2024Q4: 37,172 shares; 2025Q1: 36,665 shares; 2025Q2: 35,935 shares; 2025Q3: 35,642 shares; 2025Q4: not reported; 2026Q1: 46,129 shares 46,129 $3.47M 0.04% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 8,704 shares; 2025Q3: 8,841 shares; 2025Q4: 16,333 shares; 2026Q1: 31,415 shares 31,415 $3.47M 0.04% +15,082 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,618 shares; 2024Q4: 53,336 shares; 2025Q1: 55,837 shares; 2025Q2: 66,438 shares; 2025Q3: 85,508 shares; 2025Q4: 87,459 shares; 2026Q1: 95,011 shares 95,011 $3.46M 0.04% +7,552 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,672 shares; 2024Q4: 123,135 shares; 2025Q1: 116,506 shares; 2025Q2: 92,741 shares; 2025Q3: 96,684 shares; 2025Q4: 109,301 shares; 2026Q1: 284,489 shares 284,489 $3.43M 0.04% +175,188 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,176 shares; 2024Q4: 38,491 shares; 2025Q1: 16,829 shares; 2025Q2: 26,071 shares; 2025Q3: 24,394 shares; 2025Q4: 45,312 shares; 2026Q1: 101,741 shares 101,741 $3.4M 0.04% +56,429 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: 9,907 shares; 2024Q4: 10,587 shares; 2025Q1: 3,519 shares; 2025Q2: 3,843 shares; 2025Q3: 4,114 shares; 2025Q4: 4,224 shares; 2026Q1: 6,479 shares 6,479 $3.39M 0.04% +2,255 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 10,801 shares; 2025Q1: 12,913 shares; 2025Q2: 18,618 shares; 2025Q3: 20,936 shares; 2025Q4: 20,745 shares; 2026Q1: 27,113 shares 27,113 $3.38M 0.04% +6,368 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,646 shares; 2024Q4: not reported; 2025Q1: 22,878 shares; 2025Q2: 31,276 shares; 2025Q3: 33,883 shares; 2025Q4: not reported; 2026Q1: 212,565 shares 212,565 $3.38M 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,696 shares; 2024Q4: 24,658 shares; 2025Q1: 23,499 shares; 2025Q2: 23,278 shares; 2025Q3: 21,521 shares; 2025Q4: 21,518 shares; 2026Q1: 20,702 shares 20,702 $3.36M 0.04% -816 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 10,715 shares; 2025Q1: 10,240 shares; 2025Q2: 10,539 shares; 2025Q3: 9,336 shares; 2025Q4: not reported; 2026Q1: 15,628 shares 15,628 $3.35M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,444 shares; 2024Q4: 30,997 shares; 2025Q1: 28,480 shares; 2025Q2: 23,497 shares; 2025Q3: 19,244 shares; 2025Q4: 18,944 shares; 2026Q1: 22,867 shares 22,867 $3.32M 0.04% +3,923 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 28,607 shares; 2025Q1: 356,485 shares; 2025Q2: 364,708 shares; 2025Q3: 361,085 shares; 2025Q4: 349,839 shares; 2026Q1: 350,251 shares 350,251 $3.32M 0.04% +412 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,580 shares; 2024Q4: 46,724 shares; 2025Q1: 40,640 shares; 2025Q2: 44,522 shares; 2025Q3: 43,114 shares; 2025Q4: not reported; 2026Q1: 44,173 shares 44,173 $3.32M 0.04% new 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: 60,590 shares; 2024Q4: 47,582 shares; 2025Q1: 49,004 shares; 2025Q2: 98,082 shares; 2025Q3: 74,801 shares; 2025Q4: 124,971 shares; 2026Q1: 71,947 shares 71,947 $3.3M 0.04% -53,024 Timeline QCLN 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: 90,738 shares; 2026Q1: 70,938 shares 70,938 $3.3M 0.04% -19,800 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: 6,758 shares; 2024Q4: 9,325 shares; 2025Q1: 9,558 shares; 2025Q2: 5,403 shares; 2025Q3: 9,069 shares; 2025Q4: 6,570 shares; 2026Q1: 12,145 shares 12,145 $3.29M 0.04% +5,575 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,883 shares; 2025Q4: 41,165 shares; 2026Q1: 130,601 shares 130,601 $3.28M 0.04% +89,436 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: 50,173 shares; 2024Q4: 49,370 shares; 2025Q1: 50,133 shares; 2025Q2: 56,141 shares; 2025Q3: 59,468 shares; 2025Q4: 63,733 shares; 2026Q1: 67,423 shares 67,423 $3.25M 0.04% +3,690 Timeline FTXO 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: 118,163 shares; 2026Q1: 89,590 shares 89,590 $3.24M 0.04% -28,573 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,753 shares; 2024Q4: 51,913 shares; 2025Q1: 23,319 shares; 2025Q2: 16,560 shares; 2025Q3: 12,733 shares; 2025Q4: 34,039 shares; 2026Q1: 45,814 shares 45,814 $3.23M 0.04% +11,775 Timeline TYRA TYRA BIOSCIENCES INC More: the full row for TYRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,806 shares; 2024Q4: 75,439 shares; 2025Q1: 74,805 shares; 2025Q2: 74,033 shares; 2025Q3: 82,238 shares; 2025Q4: 84,726 shares; 2026Q1: 84,192 shares 84,192 $3.22M 0.04% -534 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: 36,970 shares; 2024Q4: 19,398 shares; 2025Q1: 17,278 shares; 2025Q2: 15,788 shares; 2025Q3: 15,638 shares; 2025Q4: 34,123 shares; 2026Q1: 42,740 shares 42,740 $3.21M 0.04% +8,617 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: 13,743 shares; 2024Q4: 18,974 shares; 2025Q1: 12,449 shares; 2025Q2: 12,212 shares; 2025Q3: 12,263 shares; 2025Q4: 12,368 shares; 2026Q1: 12,588 shares 12,588 $3.2M 0.04% +220 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,006 shares; 2024Q4: 73,968 shares; 2025Q1: 70,547 shares; 2025Q2: 65,309 shares; 2025Q3: 64,049 shares; 2025Q4: 69,209 shares; 2026Q1: 73,099 shares 73,099 $3.19M 0.04% +3,890 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,851 shares; 2024Q4: 21,710 shares; 2025Q1: 25,043 shares; 2025Q2: 26,032 shares; 2025Q3: 17,196 shares; 2025Q4: 16,960 shares; 2026Q1: 21,053 shares 21,053 $3.18M 0.04% +4,093 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: 11,450 shares; 2024Q4: 14,312 shares; 2025Q1: 12,054 shares; 2025Q2: 11,284 shares; 2025Q3: 11,836 shares; 2025Q4: 11,883 shares; 2026Q1: 11,031 shares 11,031 $3.17M 0.04% -852 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: 8,629 shares; 2024Q4: 8,512 shares; 2025Q1: 8,490 shares; 2025Q2: 9,912 shares; 2025Q3: 10,282 shares; 2025Q4: 9,988 shares; 2026Q1: 9,868 shares 9,868 $3.16M 0.04% -120 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: 38,186 shares; 2024Q4: 60,041 shares; 2025Q1: 65,894 shares; 2025Q2: 74,641 shares; 2025Q3: 81,782 shares; 2025Q4: not reported; 2026Q1: 39,422 shares 39,422 $3.16M 0.04% new Timeline SPGP 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: 42,061 shares; 2024Q4: 36,439 shares; 2025Q1: 33,354 shares; 2025Q2: 32,246 shares; 2025Q3: 30,254 shares; 2025Q4: 29,436 shares; 2026Q1: 29,305 shares 29,305 $3.15M 0.04% -131 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,692 shares; 2024Q4: 25,635 shares; 2025Q1: 27,893 shares; 2025Q2: 27,893 shares; 2025Q3: not reported; 2025Q4: 130,652 shares; 2026Q1: 347,634 shares 347,634 $3.14M 0.04% +216,982 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: 8,870 shares; 2024Q4: 8,192 shares; 2025Q1: 6,686 shares; 2025Q2: 7,126 shares; 2025Q3: 7,124 shares; 2025Q4: 7,458 shares; 2026Q1: 7,487 shares 7,487 $3.12M 0.04% +29 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: 22,951 shares; 2024Q4: 22,853 shares; 2025Q1: 22,462 shares; 2025Q2: 22,300 shares; 2025Q3: 22,276 shares; 2025Q4: 21,553 shares; 2026Q1: 21,407 shares 21,407 $3.12M 0.04% -146 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,149 shares; 2024Q4: 22,168 shares; 2025Q1: 20,137 shares; 2025Q2: 19,872 shares; 2025Q3: 19,842 shares; 2025Q4: 22,845 shares; 2026Q1: 33,652 shares 33,652 $3.1M 0.04% +10,807 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: 15,396 shares; 2024Q4: 15,907 shares; 2025Q1: 19,056 shares; 2025Q2: 15,662 shares; 2025Q3: 9,819 shares; 2025Q4: 9,749 shares; 2026Q1: 9,806 shares 9,806 $3.08M 0.04% +57 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,061 shares; 2024Q4: 197,120 shares; 2025Q1: 210,894 shares; 2025Q2: 212,205 shares; 2025Q3: 219,447 shares; 2025Q4: 221,036 shares; 2026Q1: 225,511 shares 225,511 $3.06M 0.04% +4,475 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 50,261 shares; 2025Q3: 37,773 shares; 2025Q4: 12,700 shares; 2026Q1: 28,666 shares 28,666 $3.06M 0.04% +15,966 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: 39,995 shares; 2024Q4: 39,921 shares; 2025Q1: 56,836 shares; 2025Q2: 111,260 shares; 2025Q3: 111,284 shares; 2025Q4: 64,578 shares; 2026Q1: 65,715 shares 65,715 $3.05M 0.04% +1,137 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,617 shares; 2025Q1: 59,617 shares; 2025Q2: 59,880 shares; 2025Q3: 74,167 shares; 2025Q4: 75,229 shares; 2026Q1: 76,472 shares 76,472 $3.04M 0.04% +1,243 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,033 shares; 2024Q4: 78,922 shares; 2025Q1: 85,741 shares; 2025Q2: 68,188 shares; 2025Q3: 63,987 shares; 2025Q4: 66,505 shares; 2026Q1: 58,381 shares 58,381 $3.03M 0.04% -8,124 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,582 shares; 2026Q1: 1,600 shares 1,600 $3.02M 0.04% +18 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: 38,586 shares; 2024Q4: 27,691 shares; 2025Q1: 31,830 shares; 2025Q2: 29,069 shares; 2025Q3: 28,370 shares; 2025Q4: 37,292 shares; 2026Q1: 32,311 shares 32,311 $3.01M 0.04% -4,981 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: 32,126 shares; 2024Q4: 32,595 shares; 2025Q1: 28,048 shares; 2025Q2: 27,788 shares; 2025Q3: 29,677 shares; 2025Q4: 28,930 shares; 2026Q1: 29,891 shares 29,891 $3.01M 0.04% +961 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,128 shares; 2024Q4: 28,580 shares; 2025Q1: 27,882 shares; 2025Q2: 26,902 shares; 2025Q3: 27,110 shares; 2025Q4: 27,774 shares; 2026Q1: 24,866 shares 24,866 $3M 0.04% -2,908 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,565 shares; 2024Q4: 196,765 shares; 2025Q1: 195,728 shares; 2025Q2: 195,510 shares; 2025Q3: 194,369 shares; 2025Q4: 194,889 shares; 2026Q1: 194,283 shares 194,283 $2.99M 0.04% -606 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: 18,542 shares; 2024Q4: 23,831 shares; 2025Q1: 18,397 shares; 2025Q2: 12,312 shares; 2025Q3: 12,970 shares; 2025Q4: 11,677 shares; 2026Q1: 14,282 shares 14,282 $2.98M 0.04% +2,605 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: 48,080 shares; 2024Q4: 48,369 shares; 2025Q1: 49,001 shares; 2025Q2: 47,128 shares; 2025Q3: 46,145 shares; 2025Q4: 45,389 shares; 2026Q1: 41,717 shares 41,717 $2.98M 0.04% -3,672 Timeline EWM 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: 104,487 shares; 2024Q4: 100,570 shares; 2025Q1: 99,428 shares; 2025Q2: 108,162 shares; 2025Q3: 107,882 shares; 2025Q4: 104,237 shares; 2026Q1: 104,264 shares 104,264 $2.96M 0.04% +27 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: 43,897 shares; 2024Q4: 57,496 shares; 2025Q1: 57,313 shares; 2025Q2: 54,750 shares; 2025Q3: 50,218 shares; 2025Q4: 48,910 shares; 2026Q1: 51,019 shares 51,019 $2.94M 0.04% +2,109 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,518 shares; 2024Q4: 51,018 shares; 2025Q1: 50,218 shares; 2025Q2: 90,624 shares; 2025Q3: 96,527 shares; 2025Q4: 140,101 shares; 2026Q1: 203,672 shares 203,672 $2.94M 0.04% +63,571 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,303 shares; 2024Q4: 51,206 shares; 2025Q1: 50,109 shares; 2025Q2: 58,928 shares; 2025Q3: 60,421 shares; 2025Q4: 64,447 shares; 2026Q1: 74,358 shares 74,358 $2.92M 0.04% +9,911 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,351 shares; 2024Q4: 33,032 shares; 2025Q1: 51,041 shares; 2025Q2: 86,276 shares; 2025Q3: 204,021 shares; 2025Q4: 215,869 shares; 2026Q1: 226,389 shares 226,389 $2.92M 0.04% +10,520 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 19,775 shares; 2025Q1: 39,271 shares; 2025Q2: 34,605 shares; 2025Q3: 39,646 shares; 2025Q4: 85,801 shares; 2026Q1: 225,746 shares 225,746 $2.86M 0.03% +139,945 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: 198,067 shares; 2024Q4: 209,593 shares; 2025Q1: 173,970 shares; 2025Q2: 105,547 shares; 2025Q3: 102,061 shares; 2025Q4: 99,889 shares; 2026Q1: 99,150 shares 99,150 $2.85M 0.03% -739 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,463 shares; 2024Q4: 13,162 shares; 2025Q1: 10,779 shares; 2025Q2: 10,772 shares; 2025Q3: 11,857 shares; 2025Q4: 10,608 shares; 2026Q1: 10,639 shares 10,639 $2.84M 0.03% +31 Timeline SPEM 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: 11,296 shares; 2024Q4: 12,856 shares; 2025Q1: 15,717 shares; 2025Q2: 15,271 shares; 2025Q3: 53,523 shares; 2025Q4: 56,933 shares; 2026Q1: 60,435 shares 60,435 $2.84M 0.03% +3,502 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 40,514 shares; 2025Q1: 39,514 shares; 2025Q2: 50,414 shares; 2025Q3: 123,418 shares; 2025Q4: 147,275 shares; 2026Q1: 192,753 shares 192,753 $2.83M 0.03% +45,478 Timeline AIQ 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: 27,873 shares; 2024Q4: 28,934 shares; 2025Q1: 80,264 shares; 2025Q2: 77,992 shares; 2025Q3: 78,258 shares; 2025Q4: 77,294 shares; 2026Q1: 60,440 shares 60,440 $2.82M 0.03% -16,854 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: 63,436 shares; 2024Q4: 41,284 shares; 2025Q1: 35,637 shares; 2025Q2: 30,085 shares; 2025Q3: 30,962 shares; 2025Q4: 31,581 shares; 2026Q1: 31,253 shares 31,253 $2.82M 0.03% -328 Timeline EEMV 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: 40,057 shares; 2024Q4: 42,602 shares; 2025Q1: 42,468 shares; 2025Q2: 43,729 shares; 2025Q3: 48,066 shares; 2025Q4: 49,904 shares; 2026Q1: 43,440 shares 43,440 $2.81M 0.03% -6,464 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,165 shares 35,165 $2.79M 0.03% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,386 shares; 2024Q4: 32,547 shares; 2025Q1: 29,387 shares; 2025Q2: 32,509 shares; 2025Q3: 34,524 shares; 2025Q4: 35,205 shares; 2026Q1: 37,447 shares 37,447 $2.77M 0.03% +2,242 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 32,292 shares; 2025Q1: 18,043 shares; 2025Q2: 17,690 shares; 2025Q3: 16,546 shares; 2025Q4: 16,371 shares; 2026Q1: 16,691 shares 16,691 $2.77M 0.03% +320 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,484 shares; 2024Q4: 17,465 shares; 2025Q1: 17,477 shares; 2025Q2: 17,414 shares; 2025Q3: 17,404 shares; 2025Q4: 17,324 shares; 2026Q1: 19,254 shares 19,254 $2.75M 0.03% +1,930 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,356 shares; 2024Q4: 79,478 shares; 2025Q1: 121,253 shares; 2025Q2: 118,891 shares; 2025Q3: 114,387 shares; 2025Q4: 110,246 shares; 2026Q1: 70,431 shares 70,431 $2.75M 0.03% -39,815 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: 65,810 shares; 2024Q4: 68,776 shares; 2025Q1: 53,535 shares; 2025Q2: 53,347 shares; 2025Q3: 53,571 shares; 2025Q4: 50,934 shares; 2026Q1: 48,654 shares 48,654 $2.74M 0.03% -2,280 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: 38,259 shares; 2024Q4: 27,407 shares; 2025Q1: 30,698 shares; 2025Q2: 29,197 shares; 2025Q3: 31,826 shares; 2025Q4: 33,263 shares; 2026Q1: 31,027 shares 31,027 $2.74M 0.03% -2,236 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 19,816 shares; 2025Q1: 24,920 shares; 2025Q2: 23,653 shares; 2025Q3: 27,855 shares; 2025Q4: not reported; 2026Q1: 52,640 shares 52,640 $2.73M 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,356 shares; 2025Q1: 48,762 shares; 2025Q2: 43,894 shares; 2025Q3: 42,629 shares; 2025Q4: not reported; 2026Q1: 22,176 shares 22,176 $2.72M 0.03% new 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: 6,912 shares; 2024Q4: 6,965 shares; 2025Q1: 6,877 shares; 2025Q2: 11,524 shares; 2025Q3: 11,595 shares; 2025Q4: 16,850 shares; 2026Q1: 18,379 shares 18,379 $2.72M 0.03% +1,529 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: 27,575 shares; 2024Q4: 27,603 shares; 2025Q1: 27,484 shares; 2025Q2: 26,841 shares; 2025Q3: 26,838 shares; 2025Q4: 25,245 shares; 2026Q1: 23,565 shares 23,565 $2.72M 0.03% -1,680 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,111 shares; 2024Q4: 22,971 shares; 2025Q1: 27,052 shares; 2025Q2: 28,110 shares; 2025Q3: 27,398 shares; 2025Q4: 26,428 shares; 2026Q1: 24,746 shares 24,746 $2.71M 0.03% -1,682 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,525 shares; 2024Q4: 268,461 shares; 2025Q1: 276,323 shares; 2025Q2: 296,999 shares; 2025Q3: 212,978 shares; 2025Q4: 209,096 shares; 2026Q1: 199,231 shares 199,231 $2.71M 0.03% -9,865 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: 57,976 shares; 2024Q4: 62,462 shares; 2025Q1: 61,715 shares; 2025Q2: 61,700 shares; 2025Q3: 61,228 shares; 2025Q4: 59,435 shares; 2026Q1: 70,813 shares 70,813 $2.66M 0.03% +11,378 Timeline