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: 1,700 shares; 2024Q4: 1,670 shares; 2025Q1: 1,687 shares; 2025Q2: 1,690 shares; 2025Q3: 1,625 shares; 2025Q4: 1,275 shares; 2026Q1: 1,258 shares 1,258 $916K 0.02% -17 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 39,282 shares; 2025Q1: 38,617 shares; 2025Q2: 39,187 shares; 2025Q3: 41,492 shares; 2025Q4: 29,413 shares; 2026Q1: 29,555 shares 29,555 $915K 0.02% +142 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,660 shares; 2024Q4: 32,311 shares; 2025Q1: 28,533 shares; 2025Q2: 39,404 shares; 2025Q3: 39,708 shares; 2025Q4: 40,209 shares; 2026Q1: 38,422 shares 38,422 $915K 0.02% -1,787 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,810 shares; 2025Q1: 6,819 shares; 2025Q2: 8,206 shares; 2025Q3: 8,104 shares; 2025Q4: 8,478 shares; 2026Q1: 8,700 shares 8,700 $915K 0.02% +222 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 394 shares; 2025Q1: 450 shares; 2025Q2: 535 shares; 2025Q3: 542 shares; 2025Q4: 565 shares; 2026Q1: 663 shares 663 $914K 0.02% +98 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 264 shares; 2025Q4: 429 shares; 2026Q1: 1,430 shares 1,430 $909K 0.02% +1,001 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,684 shares; 2025Q1: 2,899 shares; 2025Q2: 3,072 shares; 2025Q3: 3,180 shares; 2025Q4: 3,187 shares; 2026Q1: 3,294 shares 3,294 $907K 0.02% +107 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,466 shares; 2025Q1: 3,372 shares; 2025Q2: 3,267 shares; 2025Q3: 3,216 shares; 2025Q4: 4,432 shares; 2026Q1: 4,350 shares 4,350 $905K 0.02% -82 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: 6,623 shares; 2024Q4: 6,721 shares; 2025Q1: 5,478 shares; 2025Q2: 5,199 shares; 2025Q3: 5,891 shares; 2025Q4: 12,899 shares; 2026Q1: 8,277 shares 8,277 $902K 0.02% -4,622 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,258 shares; 2024Q4: 14,711 shares; 2025Q1: 15,459 shares; 2025Q2: 16,370 shares; 2025Q3: 16,825 shares; 2025Q4: 16,011 shares; 2026Q1: 14,348 shares 14,348 $900K 0.02% -1,663 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 7,662 shares; 2025Q1: 10,325 shares; 2025Q2: 8,430 shares; 2025Q3: 8,093 shares; 2025Q4: 11,609 shares; 2026Q1: 12,478 shares 12,478 $896K 0.02% +869 Timeline ESML 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: 24,946 shares; 2024Q4: 25,643 shares; 2025Q1: 22,245 shares; 2025Q2: 21,363 shares; 2025Q3: 21,763 shares; 2025Q4: 21,443 shares; 2026Q1: 19,044 shares 19,044 $895K 0.02% -2,399 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,821 shares; 2025Q1: 6,513 shares; 2025Q2: 6,391 shares; 2025Q3: 6,484 shares; 2025Q4: 6,503 shares; 2026Q1: 6,814 shares 6,814 $892K 0.02% +311 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,705 shares; 2025Q1: 4,247 shares; 2025Q2: 4,083 shares; 2025Q3: 4,178 shares; 2025Q4: 3,614 shares; 2026Q1: 4,110 shares 4,110 $890K 0.02% +496 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: 7,845 shares; 2024Q4: 8,123 shares; 2025Q1: 8,234 shares; 2025Q2: 7,597 shares; 2025Q3: 7,715 shares; 2025Q4: 7,571 shares; 2026Q1: 7,641 shares 7,641 $883K 0.02% +70 Timeline QTEC 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: 3,432 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 4,072 shares 4,072 $880K 0.02% +722 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: 4,154 shares; 2024Q4: 4,553 shares; 2025Q1: 4,244 shares; 2025Q2: 4,544 shares; 2025Q3: 4,785 shares; 2025Q4: 4,604 shares; 2026Q1: 4,876 shares 4,876 $879K 0.02% +272 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: 7,076 shares; 2024Q4: 7,172 shares; 2025Q1: 7,580 shares; 2025Q2: 6,200 shares; 2025Q3: 6,225 shares; 2025Q4: 5,654 shares; 2026Q1: 6,078 shares 6,078 $879K 0.02% +424 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 10,511 shares; 2025Q1: 11,357 shares; 2025Q2: 12,614 shares; 2025Q3: 12,540 shares; 2025Q4: 11,974 shares; 2026Q1: 13,180 shares 13,180 $876K 0.02% +1,206 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: 19,867 shares; 2024Q4: 20,050 shares; 2025Q1: 23,539 shares; 2025Q2: 22,357 shares; 2025Q3: 21,965 shares; 2025Q4: 14,600 shares; 2026Q1: 15,363 shares 15,363 $865K 0.02% +763 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: 187 shares; 2024Q4: 202 shares; 2025Q1: 208 shares; 2025Q2: 235 shares; 2025Q3: 263 shares; 2025Q4: 247 shares; 2026Q1: 255 shares 255 $862K 0.02% +8 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: not reported; 2024Q4: 9,214 shares; 2025Q1: 9,072 shares; 2025Q2: 10,492 shares; 2025Q3: 13,022 shares; 2025Q4: 17,052 shares; 2026Q1: 21,792 shares 21,792 $859K 0.02% +4,740 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: 16,205 shares; 2024Q4: 14,683 shares; 2025Q1: 12,212 shares; 2025Q2: 10,964 shares; 2025Q3: 5,621 shares; 2025Q4: 5,515 shares; 2026Q1: 5,684 shares 5,684 $857K 0.02% +169 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,476 shares; 2024Q4: 2,622 shares; 2025Q1: 2,773 shares; 2025Q2: 3,303 shares; 2025Q3: 2,956 shares; 2025Q4: 2,997 shares; 2026Q1: 10,454 shares 10,454 $857K 0.02% +7,457 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: 1,324 shares; 2024Q4: 1,104 shares; 2025Q1: 975 shares; 2025Q2: 742 shares; 2025Q3: 901 shares; 2025Q4: 995 shares; 2026Q1: 1,107 shares 1,107 $856K 0.02% +112 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 5,847 shares; 2025Q1: 8,087 shares; 2025Q2: 10,564 shares; 2025Q3: 11,208 shares; 2025Q4: 13,057 shares; 2026Q1: 15,090 shares 15,090 $856K 0.02% +2,033 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: 15,328 shares; 2024Q4: 16,594 shares; 2025Q1: 10,215 shares; 2025Q2: 17,726 shares; 2025Q3: 18,919 shares; 2025Q4: 14,364 shares; 2026Q1: 13,159 shares 13,159 $855K 0.02% -1,205 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,985 shares; 2025Q1: 5,580 shares; 2025Q2: 5,892 shares; 2025Q3: 5,977 shares; 2025Q4: 6,095 shares; 2026Q1: 6,310 shares 6,310 $850K 0.02% +215 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,399 shares; 2025Q1: 3,081 shares; 2025Q2: 3,206 shares; 2025Q3: 3,236 shares; 2025Q4: 3,114 shares; 2026Q1: 3,418 shares 3,418 $849K 0.02% +304 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 6,629 shares; 2025Q1: 7,013 shares; 2025Q2: 6,587 shares; 2025Q3: 6,869 shares; 2025Q4: 7,195 shares; 2026Q1: 7,549 shares 7,549 $848K 0.02% +354 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,745 shares; 2025Q1: 6,675 shares; 2025Q2: 6,508 shares; 2025Q3: 5,584 shares; 2025Q4: 4,981 shares; 2026Q1: 5,135 shares 5,135 $848K 0.02% +154 Timeline PRFZ 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: 22,780 shares; 2024Q4: 20,578 shares; 2025Q1: 20,578 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares 18,400 $844K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 591 shares; 2025Q1: 1,275 shares; 2025Q2: 2,215 shares; 2025Q3: 2,255 shares; 2025Q4: 2,576 shares; 2026Q1: 3,270 shares 3,270 $842K 0.02% +694 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 6,858 shares; 2025Q1: 7,412 shares; 2025Q2: 7,887 shares; 2025Q3: 8,203 shares; 2025Q4: 8,336 shares; 2026Q1: 9,225 shares 9,225 $840K 0.02% +889 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 14,774 shares; 2025Q1: 24,439 shares; 2025Q2: 16,529 shares; 2025Q3: 25,493 shares; 2025Q4: 25,975 shares; 2026Q1: 38,616 shares 38,616 $837K 0.02% +12,641 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,494 shares; 2025Q1: 1,480 shares; 2025Q2: 1,095 shares; 2025Q3: 2,460 shares; 2025Q4: 5,668 shares; 2026Q1: 5,824 shares 5,824 $833K 0.02% +156 Timeline VSGX 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: 14,943 shares; 2024Q4: 14,765 shares; 2025Q1: 13,100 shares; 2025Q2: 12,775 shares; 2025Q3: 12,875 shares; 2025Q4: 12,688 shares; 2026Q1: 11,567 shares 11,567 $830K 0.01% -1,121 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,335 shares; 2025Q1: 3,601 shares; 2025Q2: 4,682 shares; 2025Q3: 4,510 shares; 2025Q4: 4,638 shares; 2026Q1: 4,816 shares 4,816 $829K 0.01% +178 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: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 2,166 shares; 2026Q1: 12,111 shares 12,111 $827K 0.01% +9,945 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: 1,935 shares; 2024Q4: 2,266 shares; 2025Q1: 2,741 shares; 2025Q2: 3,083 shares; 2025Q3: 3,134 shares; 2025Q4: 3,237 shares; 2026Q1: 3,586 shares 3,586 $827K 0.01% +349 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: 9,455 shares; 2024Q4: 8,219 shares; 2025Q1: 7,341 shares; 2025Q2: 7,337 shares; 2025Q3: 6,809 shares; 2025Q4: 18,152 shares; 2026Q1: 20,507 shares 20,507 $823K 0.01% +2,355 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: 2,011 shares; 2024Q4: 2,620 shares; 2025Q1: 2,453 shares; 2025Q2: 2,528 shares; 2025Q3: 2,700 shares; 2025Q4: 4,742 shares; 2026Q1: 5,472 shares 5,472 $823K 0.01% +730 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,094 shares; 2025Q1: 6,171 shares; 2025Q2: 6,456 shares; 2025Q3: 10,164 shares; 2025Q4: 20,789 shares; 2026Q1: 20,346 shares 20,346 $821K 0.01% -443 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 10,604 shares; 2025Q1: 11,039 shares; 2025Q2: 11,210 shares; 2025Q3: 11,545 shares; 2025Q4: 11,649 shares; 2026Q1: 13,421 shares 13,421 $819K 0.01% +1,772 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,479 shares; 2025Q1: 2,534 shares; 2025Q2: 2,514 shares; 2025Q3: 2,477 shares; 2025Q4: 2,528 shares; 2026Q1: 2,711 shares 2,711 $816K 0.01% +183 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,288 shares; 2024Q4: 78,694 shares; 2025Q1: 76,636 shares; 2025Q2: 77,363 shares; 2025Q3: 74,140 shares; 2025Q4: 73,407 shares; 2026Q1: 73,375 shares 73,375 $814K 0.01% -32 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 5,011 shares; 2025Q1: 4,873 shares; 2025Q2: 5,008 shares; 2025Q3: 5,280 shares; 2025Q4: 5,106 shares; 2026Q1: 5,189 shares 5,189 $807K 0.01% +83 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 19,427 shares; 2025Q1: 16,550 shares; 2025Q2: 18,590 shares; 2025Q3: 18,783 shares; 2025Q4: 20,571 shares; 2026Q1: 14,519 shares 14,519 $806K 0.01% -6,052 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: 23,416 shares; 2024Q4: 23,416 shares; 2025Q1: 23,966 shares; 2025Q2: 24,187 shares; 2025Q3: 24,330 shares; 2025Q4: 21,160 shares; 2026Q1: 16,240 shares 16,240 $806K 0.01% -4,920 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,606 shares; 2025Q1: 2,490 shares; 2025Q2: 15,955 shares; 2025Q3: 19,558 shares; 2025Q4: 12,713 shares; 2026Q1: 27,483 shares 27,483 $805K 0.01% +14,770 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: 1,007 shares; 2024Q4: 977 shares; 2025Q1: 1,046 shares; 2025Q2: 995 shares; 2025Q3: 982 shares; 2025Q4: 998 shares; 2026Q1: 1,735 shares 1,735 $804K 0.01% +737 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: 4,503 shares; 2024Q4: 6,509 shares; 2025Q1: 4,888 shares; 2025Q2: 4,401 shares; 2025Q3: 5,511 shares; 2025Q4: 6,423 shares; 2026Q1: 8,612 shares 8,612 $803K 0.01% +2,189 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,320 shares; 2025Q1: 1,610 shares; 2025Q2: 4,354 shares; 2025Q3: 4,223 shares; 2025Q4: 4,302 shares; 2026Q1: 4,367 shares 4,367 $801K 0.01% +65 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 9,629 shares; 2025Q1: 9,796 shares; 2025Q2: 8,874 shares; 2025Q3: 8,032 shares; 2025Q4: 7,467 shares; 2026Q1: 8,674 shares 8,674 $799K 0.01% +1,207 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,399 shares; 2025Q1: 6,795 shares; 2025Q2: 5,942 shares; 2025Q3: 6,342 shares; 2025Q4: 6,157 shares; 2026Q1: 6,237 shares 6,237 $799K 0.01% +80 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,512 shares; 2025Q1: 3,346 shares; 2025Q2: 3,459 shares; 2025Q3: 3,505 shares; 2025Q4: 3,501 shares; 2026Q1: 3,846 shares 3,846 $795K 0.01% +345 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,222 shares; 2024Q4: 84,658 shares; 2025Q1: 83,448 shares; 2025Q2: 75,604 shares; 2025Q3: 51,027 shares; 2025Q4: 25,823 shares; 2026Q1: 17,416 shares 17,416 $788K 0.01% -8,407 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,581 shares; 2024Q4: 29,102 shares; 2025Q1: 28,920 shares; 2025Q2: 30,076 shares; 2025Q3: 29,496 shares; 2025Q4: 30,241 shares; 2026Q1: 30,885 shares 30,885 $786K 0.01% +644 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: 9,169 shares; 2024Q4: 9,833 shares; 2025Q1: 10,018 shares; 2025Q2: 9,333 shares; 2025Q3: 11,883 shares; 2025Q4: 12,311 shares; 2026Q1: 12,670 shares 12,670 $783K 0.01% +359 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,279 shares; 2025Q1: 1,288 shares; 2025Q2: 1,388 shares; 2025Q3: 1,409 shares; 2025Q4: 1,390 shares; 2026Q1: 1,325 shares 1,325 $780K 0.01% -65 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: 669 shares; 2024Q4: 686 shares; 2025Q1: 727 shares; 2025Q2: 743 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 985 shares 985 $778K 0.01% +250 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,380 shares; 2025Q1: 2,048 shares; 2025Q2: 1,931 shares; 2025Q3: 2,020 shares; 2025Q4: 2,469 shares; 2026Q1: 2,757 shares 2,757 $775K 0.01% +288 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 4,255 shares; 2025Q1: 5,192 shares; 2025Q2: 4,118 shares; 2025Q3: 3,834 shares; 2025Q4: 5,676 shares; 2026Q1: 4,887 shares 4,887 $772K 0.01% -789 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,241 shares; 2025Q1: 4,699 shares; 2025Q2: 5,610 shares; 2025Q3: 6,455 shares; 2025Q4: 5,824 shares; 2026Q1: 5,666 shares 5,666 $771K 0.01% -158 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,729 shares; 2025Q1: 9,490 shares; 2025Q2: 8,486 shares; 2025Q3: 8,890 shares; 2025Q4: 9,927 shares; 2026Q1: 10,528 shares 10,528 $770K 0.01% +601 Timeline IBCA 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: 89 shares; 2025Q4: 18,238 shares; 2026Q1: 29,981 shares 29,981 $769K 0.01% +11,743 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,463 shares; 2025Q1: 5,232 shares; 2025Q2: 6,180 shares; 2025Q3: 6,340 shares; 2025Q4: 6,733 shares; 2026Q1: 6,741 shares 6,741 $768K 0.01% +8 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: 7,534 shares; 2024Q4: 7,738 shares; 2025Q1: 7,625 shares; 2025Q2: 7,354 shares; 2025Q3: 6,808 shares; 2025Q4: 7,149 shares; 2026Q1: 9,379 shares 9,379 $766K 0.01% +2,230 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,586 shares; 2024Q4: 21,354 shares; 2025Q1: 19,670 shares; 2025Q2: 17,226 shares; 2025Q3: 15,440 shares; 2025Q4: 14,215 shares; 2026Q1: 14,256 shares 14,256 $761K 0.01% +41 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,480 shares; 2026Q1: 8,356 shares 8,356 $760K 0.01% +876 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 14,986 shares; 2025Q1: 15,334 shares; 2025Q2: 19,113 shares; 2025Q3: 13,777 shares; 2025Q4: 16,238 shares; 2026Q1: 18,236 shares 18,236 $760K 0.01% +1,998 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: 6,021 shares; 2024Q4: 5,687 shares; 2025Q1: 5,256 shares; 2025Q2: 5,142 shares; 2025Q3: 5,156 shares; 2025Q4: 5,155 shares; 2026Q1: 8,415 shares 8,415 $759K 0.01% +3,260 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,285 shares; 2024Q4: 95,587 shares; 2025Q1: 67,122 shares; 2025Q2: 67,235 shares; 2025Q3: 32,885 shares; 2025Q4: 35,486 shares; 2026Q1: 33,365 shares 33,365 $756K 0.01% -2,121 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 16,297 shares; 2025Q2: 30,090 shares; 2025Q3: 28,547 shares; 2025Q4: 24,640 shares; 2026Q1: 22,207 shares 22,207 $752K 0.01% -2,433 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,075 shares; 2025Q1: 2,717 shares; 2025Q2: 2,797 shares; 2025Q3: 2,827 shares; 2025Q4: 2,719 shares; 2026Q1: 2,951 shares 2,951 $751K 0.01% +232 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: 7,209 shares; 2024Q4: 39,903 shares; 2025Q1: 33,827 shares; 2025Q2: 33,189 shares; 2025Q3: 32,219 shares; 2025Q4: 32,735 shares; 2026Q1: 36,255 shares 36,255 $750K 0.01% +3,520 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 1,012 shares; 2025Q1: 812 shares; 2025Q2: 809 shares; 2025Q3: 821 shares; 2025Q4: 866 shares; 2026Q1: 883 shares 883 $750K 0.01% +17 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: 1,893 shares; 2024Q4: 2,235 shares; 2025Q1: 7,626 shares; 2025Q2: 3,269 shares; 2025Q3: 4,647 shares; 2025Q4: 4,239 shares; 2026Q1: 5,523 shares 5,523 $748K 0.01% +1,284 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,750 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 13,300 shares 13,300 $747K 0.01% -1,000 Timeline IBMQ 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: 15,045 shares; 2024Q4: 15,300 shares; 2025Q1: 15,119 shares; 2025Q2: 16,279 shares; 2025Q3: 20,199 shares; 2025Q4: 23,095 shares; 2026Q1: 29,137 shares 29,137 $744K 0.01% +6,042 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,550 shares; 2025Q1: 4,442 shares; 2025Q2: 4,527 shares; 2025Q3: 4,715 shares; 2025Q4: 5,522 shares; 2026Q1: 8,747 shares 8,747 $743K 0.01% +3,225 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 9,339 shares; 2025Q1: 10,308 shares; 2025Q2: 10,672 shares; 2025Q3: 9,166 shares; 2025Q4: 10,696 shares; 2026Q1: 14,454 shares 14,454 $743K 0.01% +3,758 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,188 shares; 2024Q4: 16,869 shares; 2025Q1: 16,595 shares; 2025Q2: 14,997 shares; 2025Q3: 13,333 shares; 2025Q4: 12,593 shares; 2026Q1: 11,366 shares 11,366 $742K 0.01% -1,227 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,732 shares; 2025Q1: 3,735 shares; 2025Q2: 3,466 shares; 2025Q3: 3,468 shares; 2025Q4: 3,448 shares; 2026Q1: 3,547 shares 3,547 $738K 0.01% +99 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,093 shares; 2024Q4: 35,689 shares; 2025Q1: 35,785 shares; 2025Q2: 29,014 shares; 2025Q3: 31,396 shares; 2025Q4: 34,097 shares; 2026Q1: 34,884 shares 34,884 $738K 0.01% +787 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,618 shares; 2024Q4: 37,738 shares; 2025Q1: 38,625 shares; 2025Q2: 36,885 shares; 2025Q3: 36,593 shares; 2025Q4: 39,479 shares; 2026Q1: 41,792 shares 41,792 $734K 0.01% +2,313 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 17,941 shares; 2025Q1: 14,489 shares; 2025Q2: 17,293 shares; 2025Q3: 15,233 shares; 2025Q4: 18,542 shares; 2026Q1: 15,381 shares 15,381 $731K 0.01% -3,161 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,396 shares; 2025Q1: 5,055 shares; 2025Q2: 3,359 shares; 2025Q3: 5,621 shares; 2025Q4: 7,181 shares; 2026Q1: 8,625 shares 8,625 $722K 0.01% +1,444 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: 200 shares; 2024Q4: 1,860 shares; 2025Q1: 5,798 shares; 2025Q2: 6,267 shares; 2025Q3: 6,668 shares; 2025Q4: 6,676 shares; 2026Q1: 6,487 shares 6,487 $719K 0.01% -189 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,286 shares; 2025Q1: 4,222 shares; 2025Q2: 4,075 shares; 2025Q3: 4,239 shares; 2025Q4: 9,697 shares; 2026Q1: 9,658 shares 9,658 $718K 0.01% -39 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 3,699 shares; 2025Q1: 7,347 shares; 2025Q2: 4,652 shares; 2025Q3: 4,863 shares; 2025Q4: 7,802 shares; 2026Q1: 12,225 shares 12,225 $715K 0.01% +4,423 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 9,683 shares; 2025Q1: 10,528 shares; 2025Q2: 7,419 shares; 2025Q3: 7,824 shares; 2025Q4: 6,812 shares; 2026Q1: 7,648 shares 7,648 $714K 0.01% +836 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: 3,352 shares; 2024Q4: 3,510 shares; 2025Q1: 3,284 shares; 2025Q2: 3,384 shares; 2025Q3: 3,362 shares; 2025Q4: 3,383 shares; 2026Q1: 3,625 shares 3,625 $710K 0.01% +242 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: 4,451 shares; 2024Q4: 3,809 shares; 2025Q1: 3,745 shares; 2025Q2: 3,498 shares; 2025Q3: 3,267 shares; 2025Q4: 3,091 shares; 2026Q1: 3,408 shares 3,408 $709K 0.01% +317 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: 3,890 shares; 2024Q4: 3,911 shares; 2025Q1: 4,475 shares; 2025Q2: 3,709 shares; 2025Q3: 4,074 shares; 2025Q4: 2,474 shares; 2026Q1: 2,850 shares 2,850 $704K 0.01% +376 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: 894 shares; 2024Q4: 905 shares; 2025Q1: 896 shares; 2025Q2: 898 shares; 2025Q3: 1,006 shares; 2025Q4: 1,034 shares; 2026Q1: 950 shares 950 $702K 0.01% -84 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 71 shares; 2025Q1: 98 shares; 2025Q2: 109 shares; 2025Q3: 119 shares; 2025Q4: 122 shares; 2026Q1: 124 shares 124 $701K 0.01% +2 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 22,673 shares; 2025Q1: 27,222 shares; 2025Q2: 28,083 shares; 2025Q3: 28,460 shares; 2025Q4: 29,056 shares; 2026Q1: 32,143 shares 32,143 $696K 0.01% +3,087 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,363 shares; 2025Q1: 3,311 shares; 2025Q2: 3,420 shares; 2025Q3: 3,908 shares; 2025Q4: 6,095 shares; 2026Q1: 8,217 shares 8,217 $696K 0.01% +2,122 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,674 shares; 2025Q1: 19,701 shares; 2025Q2: 20,880 shares; 2025Q3: 20,250 shares; 2025Q4: 23,161 shares; 2026Q1: 27,435 shares 27,435 $695K 0.01% +4,274 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: 3,332 shares; 2024Q4: 3,239 shares; 2025Q1: 2,963 shares; 2025Q2: 2,713 shares; 2025Q3: 2,766 shares; 2025Q4: 2,948 shares; 2026Q1: 3,237 shares 3,237 $694K 0.01% +289 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,335 shares; 2024Q4: 61,732 shares; 2025Q1: 70,417 shares; 2025Q2: 67,804 shares; 2025Q3: 59,559 shares; 2025Q4: 62,511 shares; 2026Q1: 60,084 shares 60,084 $693K 0.01% -2,427 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,165 shares; 2025Q1: 4,820 shares; 2025Q2: 4,320 shares; 2025Q3: 4,243 shares; 2025Q4: 3,997 shares; 2026Q1: 4,075 shares 4,075 $693K 0.01% +78 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: 9,081 shares; 2024Q4: 9,849 shares; 2025Q1: 12,316 shares; 2025Q2: 9,805 shares; 2025Q3: 12,632 shares; 2025Q4: 16,269 shares; 2026Q1: 17,746 shares 17,746 $692K 0.01% +1,477 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,068 shares; 2025Q1: 7,056 shares; 2025Q2: 7,847 shares; 2025Q3: 7,859 shares; 2025Q4: 5,257 shares; 2026Q1: 6,127 shares 6,127 $690K 0.01% +870 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: 6,030 shares; 2024Q4: 4,728 shares; 2025Q1: 5,709 shares; 2025Q2: 9,024 shares; 2025Q3: 10,028 shares; 2025Q4: 9,865 shares; 2026Q1: 10,679 shares 10,679 $690K 0.01% +814 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 88 shares; 2025Q1: 931 shares; 2025Q2: 970 shares; 2025Q3: 960 shares; 2025Q4: 1,297 shares; 2026Q1: 2,763 shares 2,763 $688K 0.01% +1,466 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 8,356 shares; 2025Q1: 11,626 shares; 2025Q2: 12,450 shares; 2025Q3: 12,905 shares; 2025Q4: 13,783 shares; 2026Q1: 13,924 shares 13,924 $683K 0.01% +141 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,148 shares; 2025Q1: 4,029 shares; 2025Q2: 4,036 shares; 2025Q3: 3,872 shares; 2025Q4: 3,152 shares; 2026Q1: 4,561 shares 4,561 $682K 0.01% +1,409 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: 1,792 shares; 2024Q4: 1,776 shares; 2025Q1: 6,851 shares; 2025Q2: 10,359 shares; 2025Q3: 10,546 shares; 2025Q4: 24,618 shares; 2026Q1: 16,522 shares 16,522 $682K 0.01% -8,096 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 7,919 shares; 2025Q1: 8,388 shares; 2025Q2: 8,061 shares; 2025Q3: 8,399 shares; 2025Q4: 8,516 shares; 2026Q1: 11,651 shares 11,651 $681K 0.01% +3,135 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 651 shares; 2025Q1: 650 shares; 2025Q2: 635 shares; 2025Q3: 633 shares; 2025Q4: 656 shares; 2026Q1: 643 shares 643 $680K 0.01% -13 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,477 shares; 2025Q3: 4,477 shares; 2025Q4: 4,477 shares; 2026Q1: 4,477 shares 4,477 $679K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,097 shares; 2025Q2: 2,105 shares; 2025Q3: 2,097 shares; 2025Q4: 3,355 shares; 2026Q1: 5,099 shares 5,099 $676K 0.01% +1,744 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,222 shares; 2025Q1: 2,203 shares; 2025Q2: 2,046 shares; 2025Q3: 1,999 shares; 2025Q4: 1,964 shares; 2026Q1: 2,081 shares 2,081 $672K 0.01% +117 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,068 shares; 2025Q1: 1,963 shares; 2025Q2: 1,876 shares; 2025Q3: 1,895 shares; 2025Q4: 2,657 shares; 2026Q1: 2,759 shares 2,759 $668K 0.01% +102 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: 4,150 shares; 2024Q4: 11,161 shares; 2025Q1: 8,097 shares; 2025Q2: 11,403 shares; 2025Q3: 11,571 shares; 2025Q4: 12,344 shares; 2026Q1: 15,686 shares 15,686 $666K 0.01% +3,342 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 4,107 shares; 2025Q1: 3,848 shares; 2025Q2: 4,944 shares; 2025Q3: 5,289 shares; 2025Q4: 7,340 shares; 2026Q1: 10,978 shares 10,978 $661K 0.01% +3,638 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 2,457 shares; 2025Q1: 2,785 shares; 2025Q2: 2,282 shares; 2025Q3: 2,218 shares; 2025Q4: 2,285 shares; 2026Q1: 2,248 shares 2,248 $658K 0.01% -37 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 1,019 shares; 2025Q1: 1,048 shares; 2025Q2: 2,752 shares; 2025Q3: 6,744 shares; 2025Q4: 10,833 shares; 2026Q1: 12,978 shares 12,978 $657K 0.01% +2,145 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,569 shares; 2025Q1: 10,942 shares; 2025Q2: 11,663 shares; 2025Q3: 17,312 shares; 2025Q4: 14,147 shares; 2026Q1: 12,274 shares 12,274 $656K 0.01% -1,873 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: 3,494 shares; 2024Q4: 3,452 shares; 2025Q1: 2,531 shares; 2025Q2: 2,556 shares; 2025Q3: 2,553 shares; 2025Q4: 2,297 shares; 2026Q1: 2,338 shares 2,338 $655K 0.01% +41 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,526 shares; 2024Q4: 57,587 shares; 2025Q1: 61,490 shares; 2025Q2: 58,529 shares; 2025Q3: 58,876 shares; 2025Q4: 58,845 shares; 2026Q1: 59,898 shares 59,898 $649K 0.01% +1,053 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 735 shares; 2025Q1: 725 shares; 2025Q2: 740 shares; 2025Q3: 745 shares; 2025Q4: 1,038 shares; 2026Q1: 1,012 shares 1,012 $649K 0.01% -26 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: 10,915 shares; 2024Q4: 11,163 shares; 2025Q1: 10,355 shares; 2025Q2: 9,548 shares; 2025Q3: 7,366 shares; 2025Q4: 6,499 shares; 2026Q1: 7,149 shares 7,149 $646K 0.01% +650 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,692 shares; 2025Q1: 2,698 shares; 2025Q2: 2,523 shares; 2025Q3: 2,524 shares; 2025Q4: 2,552 shares; 2026Q1: 2,605 shares 2,605 $644K 0.01% +53 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,704 shares; 2025Q1: 3,577 shares; 2025Q2: 3,108 shares; 2025Q3: 3,495 shares; 2025Q4: 3,489 shares; 2026Q1: 4,071 shares 4,071 $640K 0.01% +582 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,824 shares; 2024Q4: 19,129 shares; 2025Q1: 18,037 shares; 2025Q2: 14,634 shares; 2025Q3: 14,905 shares; 2025Q4: 15,646 shares; 2026Q1: 16,278 shares 16,278 $636K 0.01% +632 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,515 shares; 2024Q4: 19,770 shares; 2025Q1: 19,578 shares; 2025Q2: 22,690 shares; 2025Q3: 22,115 shares; 2025Q4: 24,807 shares; 2026Q1: 24,807 shares 24,807 $636K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,332 shares; 2025Q1: 2,680 shares; 2025Q2: 2,568 shares; 2025Q3: 2,595 shares; 2025Q4: 2,540 shares; 2026Q1: 2,197 shares 2,197 $636K 0.01% -343 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,377 shares; 2026Q1: 8,330 shares 8,330 $634K 0.01% -1,047 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: 12,262 shares; 2024Q4: 13,025 shares; 2025Q1: 14,881 shares; 2025Q2: 12,842 shares; 2025Q3: 14,955 shares; 2025Q4: 19,451 shares; 2026Q1: 23,028 shares 23,028 $632K 0.01% +3,577 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,843 shares; 2025Q1: 5,262 shares; 2025Q2: 5,312 shares; 2025Q3: 5,568 shares; 2025Q4: 5,653 shares; 2026Q1: 5,746 shares 5,746 $632K 0.01% +93 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: 410 shares; 2024Q4: 294 shares; 2025Q1: 448 shares; 2025Q2: 493 shares; 2025Q3: 489 shares; 2025Q4: 511 shares; 2026Q1: 577 shares 577 $631K 0.01% +66 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 3,890 shares; 2025Q2: 3,770 shares; 2025Q3: 3,331 shares; 2025Q4: 4,723 shares; 2026Q1: 12,620 shares 12,620 $631K 0.01% +7,897 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,807 shares; 2025Q1: 1,953 shares; 2025Q2: 2,124 shares; 2025Q3: 2,076 shares; 2025Q4: 2,229 shares; 2026Q1: 2,065 shares 2,065 $628K 0.01% -164 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,303 shares; 2025Q1: 2,511 shares; 2025Q2: 2,732 shares; 2025Q3: 2,758 shares; 2025Q4: 2,724 shares; 2026Q1: 2,968 shares 2,968 $627K 0.01% +244 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 5,560 shares; 2025Q3: 6,769 shares; 2025Q4: 6,769 shares; 2026Q1: 6,690 shares 6,690 $627K 0.01% -79 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,090 shares; 2025Q1: 999 shares; 2025Q2: 1,184 shares; 2025Q3: 1,007 shares; 2025Q4: 1,027 shares; 2026Q1: 1,056 shares 1,056 $626K 0.01% +29 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: 3,413 shares; 2024Q4: 3,458 shares; 2025Q1: 3,829 shares; 2025Q2: 4,344 shares; 2025Q3: 4,597 shares; 2025Q4: 5,639 shares; 2026Q1: 5,587 shares 5,587 $623K 0.01% -52 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: 2,331 shares; 2024Q4: 2,376 shares; 2025Q1: 2,440 shares; 2025Q2: 2,926 shares; 2025Q3: 2,903 shares; 2025Q4: 2,818 shares; 2026Q1: 2,979 shares 2,979 $621K 0.01% +161 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 5,210 shares; 2025Q1: 5,008 shares; 2025Q2: 5,320 shares; 2025Q3: 4,739 shares; 2025Q4: 4,434 shares; 2026Q1: 5,356 shares 5,356 $620K 0.01% +922 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 6,381 shares 6,381 $619K 0.01% +5,839 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,298 shares; 2025Q1: 5,208 shares; 2025Q2: 8,616 shares; 2025Q3: 8,504 shares; 2025Q4: 8,622 shares; 2026Q1: 9,343 shares 9,343 $618K 0.01% +721 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: 7,571 shares; 2024Q4: 7,814 shares; 2025Q1: 8,088 shares; 2025Q2: 6,927 shares; 2025Q3: 7,321 shares; 2025Q4: 7,521 shares; 2026Q1: 8,221 shares 8,221 $617K 0.01% +700 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 4,928 shares; 2025Q1: 4,065 shares; 2025Q2: 6,582 shares; 2025Q3: 6,945 shares; 2025Q4: 7,105 shares; 2026Q1: 7,755 shares 7,755 $616K 0.01% +650 Timeline SCHH 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: 26,319 shares; 2024Q4: 27,925 shares; 2025Q1: 36,118 shares; 2025Q2: 28,353 shares; 2025Q3: 28,295 shares; 2025Q4: 28,476 shares; 2026Q1: 28,605 shares 28,605 $615K 0.01% +129 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,749 shares; 2024Q4: 28,653 shares; 2025Q1: 28,653 shares; 2025Q2: 28,709 shares; 2025Q3: 28,709 shares; 2025Q4: 28,683 shares; 2026Q1: 28,683 shares 28,683 $608K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,594 shares; 2024Q4: 18,884 shares; 2025Q1: 18,928 shares; 2025Q2: 18,861 shares; 2025Q3: 17,125 shares; 2025Q4: 15,715 shares; 2026Q1: 15,013 shares 15,013 $599K 0.01% -702 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,502 shares; 2025Q1: 5,915 shares; 2025Q2: 3,885 shares; 2025Q3: 3,846 shares; 2025Q4: 3,893 shares; 2026Q1: 4,231 shares 4,231 $597K 0.01% +338 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 4,058 shares; 2025Q1: 5,796 shares; 2025Q2: 5,631 shares; 2025Q3: 5,691 shares; 2025Q4: 5,884 shares; 2026Q1: 6,378 shares 6,378 $595K 0.01% +494 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: 3,580 shares; 2024Q4: 3,764 shares; 2025Q1: 4,070 shares; 2025Q2: 4,146 shares; 2025Q3: 4,397 shares; 2025Q4: 4,463 shares; 2026Q1: 4,538 shares 4,538 $595K 0.01% +75 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,970 shares; 2025Q1: 4,989 shares; 2025Q2: 5,781 shares; 2025Q3: 5,848 shares; 2025Q4: 6,027 shares; 2026Q1: 6,448 shares 6,448 $594K 0.01% +421 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,165 shares; 2025Q1: 8,875 shares; 2025Q2: 5,521 shares; 2025Q3: 3,773 shares; 2025Q4: 3,668 shares; 2026Q1: 3,477 shares 3,477 $593K 0.01% -191 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,800 shares; 2025Q3: 9,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $592K 0.01% 0 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: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,744 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 7,374 shares; 2026Q1: 7,374 shares 7,374 $590K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,290 shares; 2025Q1: 3,895 shares; 2025Q2: 4,109 shares; 2025Q3: 3,691 shares; 2025Q4: 3,714 shares; 2026Q1: 3,542 shares 3,542 $588K 0.01% -172 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,892 shares; 2025Q1: 2,955 shares; 2025Q2: 3,016 shares; 2025Q3: 3,044 shares; 2025Q4: 3,133 shares; 2026Q1: 3,203 shares 3,203 $584K 0.01% +70 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,494 shares; 2025Q1: 2,359 shares; 2025Q2: 3,340 shares; 2025Q3: 3,476 shares; 2025Q4: 3,897 shares; 2026Q1: 4,602 shares 4,602 $583K 0.01% +705 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,076 shares; 2025Q1: 2,106 shares; 2025Q2: 2,093 shares; 2025Q3: 2,023 shares; 2025Q4: 1,877 shares; 2026Q1: 1,908 shares 1,908 $580K 0.01% +31 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,633 shares; 2025Q1: 8,194 shares; 2025Q2: 8,215 shares; 2025Q3: 8,603 shares; 2025Q4: 8,608 shares; 2026Q1: 8,240 shares 8,240 $579K 0.01% -368 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,815 shares; 2024Q4: 35,169 shares; 2025Q1: 36,457 shares; 2025Q2: 38,176 shares; 2025Q3: 37,003 shares; 2025Q4: 20,649 shares; 2026Q1: 20,737 shares 20,737 $578K 0.01% +88 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 2,683 shares; 2026Q1: 12,254 shares 12,254 $576K 0.01% +9,571 Timeline PBM PSYENCE BIOMEDICAL LTD More: the full row for PSYENCE BIOMEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,250 shares; 2026Q1: 151,250 shares 151,250 $575K 0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 4,012 shares; 2025Q1: 2,735 shares; 2025Q2: 4,635 shares; 2025Q3: 9,945 shares; 2025Q4: 9,945 shares; 2026Q1: 11,377 shares 11,377 $574K 0.01% +1,432 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,290 shares; 2024Q4: 17,264 shares; 2025Q1: 12,574 shares; 2025Q2: 9,961 shares; 2025Q3: 8,074 shares; 2025Q4: 7,872 shares; 2026Q1: 5,702 shares 5,702 $574K 0.01% -2,170 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,341 shares; 2025Q1: 3,853 shares; 2025Q2: 13,527 shares; 2025Q3: 16,396 shares; 2025Q4: 18,898 shares; 2026Q1: 17,516 shares 17,516 $573K 0.01% -1,382 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,311 shares; 2024Q4: 18,939 shares; 2025Q1: 20,339 shares; 2025Q2: 21,147 shares; 2025Q3: 21,267 shares; 2025Q4: 20,834 shares; 2026Q1: 21,919 shares 21,919 $571K 0.01% +1,085 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,382 shares; 2025Q1: 2,682 shares; 2025Q2: 2,647 shares; 2025Q3: 2,981 shares; 2025Q4: 3,134 shares; 2026Q1: 3,373 shares 3,373 $570K 0.01% +239 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,958 shares; 2025Q1: 4,958 shares; 2025Q2: 4,959 shares; 2025Q3: 4,959 shares; 2025Q4: 4,709 shares; 2026Q1: 4,709 shares 4,709 $570K 0.01% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 1,018 shares; 2025Q3: 14,136 shares; 2025Q4: 14,136 shares; 2026Q1: 14,636 shares 14,636 $567K 0.01% +500 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares; 2026Q1: 16,800 shares 16,800 $567K 0.01% +14,201 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,776 shares; 2025Q1: 1,410 shares; 2025Q2: 1,770 shares; 2025Q3: 1,790 shares; 2025Q4: 2,057 shares; 2026Q1: 2,073 shares 2,073 $565K 0.01% +16 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,666 shares; 2025Q3: 5,726 shares; 2025Q4: 5,766 shares; 2026Q1: 5,766 shares 5,766 $564K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,135 shares; 2025Q1: 7,547 shares; 2025Q2: 7,240 shares; 2025Q3: 7,802 shares; 2025Q4: 8,191 shares; 2026Q1: 7,904 shares 7,904 $563K 0.01% -287 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,501 shares; 2025Q1: 3,310 shares; 2025Q2: 3,161 shares; 2025Q3: 3,127 shares; 2025Q4: 3,270 shares; 2026Q1: 3,243 shares 3,243 $562K 0.01% -27 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: 10,844 shares; 2024Q4: 7,097 shares; 2025Q1: 5,595 shares; 2025Q2: 5,381 shares; 2025Q3: 4,873 shares; 2025Q4: 5,652 shares; 2026Q1: 5,149 shares 5,149 $561K 0.01% -503 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 12,594 shares; 2025Q1: 10,943 shares; 2025Q2: 11,176 shares; 2025Q3: 11,668 shares; 2025Q4: 12,034 shares; 2026Q1: 12,788 shares 12,788 $560K 0.01% +754 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 5,380 shares; 2025Q1: 5,654 shares; 2025Q2: 13,615 shares; 2025Q3: 12,354 shares; 2025Q4: 24,733 shares; 2026Q1: 13,413 shares 13,413 $559K 0.01% -11,320 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,701 shares; 2024Q4: 57,857 shares; 2025Q1: 57,784 shares; 2025Q2: 59,328 shares; 2025Q3: 60,380 shares; 2025Q4: 64,122 shares; 2026Q1: 70,412 shares 70,412 $559K 0.01% +6,290 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 3,957 shares; 2025Q1: 2,877 shares; 2025Q2: 11,134 shares; 2025Q3: 10,691 shares; 2025Q4: 11,091 shares; 2026Q1: 13,404 shares 13,404 $553K 0.01% +2,313 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,752 shares; 2025Q1: 5,512 shares; 2025Q2: 16,257 shares; 2025Q3: 15,607 shares; 2025Q4: 16,507 shares; 2026Q1: 11,499 shares 11,499 $551K 0.01% -5,008 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: 1,369 shares; 2024Q4: 1,470 shares; 2025Q1: 1,469 shares; 2025Q2: 1,403 shares; 2025Q3: 1,347 shares; 2025Q4: 1,657 shares; 2026Q1: 1,529 shares 1,529 $549K 0.01% -128 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,968 shares; 2025Q1: 2,032 shares; 2025Q2: 2,147 shares; 2025Q3: 2,088 shares; 2025Q4: 2,095 shares; 2026Q1: 2,193 shares 2,193 $548K 0.01% +98 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 5,737 shares; 2025Q1: 6,285 shares; 2025Q2: 29,843 shares; 2025Q3: 33,748 shares; 2025Q4: 42,476 shares; 2026Q1: 51,726 shares 51,726 $545K 0.01% +9,250 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 6,278 shares; 2025Q1: 7,783 shares; 2025Q2: 8,222 shares; 2025Q3: 7,988 shares; 2025Q4: 7,423 shares; 2026Q1: 7,272 shares 7,272 $541K 0.01% -151 Timeline SUSB 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: 174 shares; 2024Q4: 177 shares; 2025Q1: 20,828 shares; 2025Q2: 16,328 shares; 2025Q3: 8,925 shares; 2025Q4: 10,944 shares; 2026Q1: 21,571 shares 21,571 $541K 0.01% +10,627 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,382 shares; 2024Q4: 3,084 shares; 2025Q1: 2,154 shares; 2025Q2: 16,272 shares; 2025Q3: 16,243 shares; 2025Q4: 17,006 shares; 2026Q1: 20,376 shares 20,376 $541K 0.01% +3,370 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 14,048 shares; 2025Q1: 8,763 shares; 2025Q2: 7,061 shares; 2025Q3: 6,947 shares; 2025Q4: 6,948 shares; 2026Q1: 9,483 shares 9,483 $537K 0.01% +2,535 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 4,789 shares; 2025Q1: 5,908 shares; 2025Q2: 6,509 shares; 2025Q3: 5,355 shares; 2025Q4: 6,226 shares; 2026Q1: 6,641 shares 6,641 $535K 0.01% +415 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 7,404 shares; 2025Q1: 5,201 shares; 2025Q2: 4,642 shares; 2025Q3: 4,107 shares; 2025Q4: 4,228 shares; 2026Q1: 3,962 shares 3,962 $533K 0.01% -266 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 5,006 shares; 2025Q1: 4,329 shares; 2025Q2: 3,895 shares; 2025Q3: 4,373 shares; 2025Q4: 3,795 shares; 2026Q1: 5,129 shares 5,129 $532K 0.01% +1,334 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 4,659 shares; 2025Q1: 5,518 shares; 2025Q2: 4,750 shares; 2025Q3: 4,937 shares; 2025Q4: 4,750 shares; 2026Q1: 12,505 shares 12,505 $531K 0.01% +7,755 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,085 shares; 2024Q4: 13,271 shares; 2025Q1: 9,792 shares; 2025Q2: 8,808 shares; 2025Q3: 9,847 shares; 2025Q4: 9,120 shares; 2026Q1: 8,997 shares 8,997 $531K 0.01% -123 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,071 shares; 2025Q1: 6,696 shares; 2025Q2: 5,758 shares; 2025Q3: 5,998 shares; 2025Q4: 7,543 shares; 2026Q1: 7,038 shares 7,038 $530K 0.01% -505 Timeline IGEB 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: 445,057 shares; 2024Q4: 481,882 shares; 2025Q1: 66,868 shares; 2025Q2: 47,549 shares; 2025Q3: 14,756 shares; 2025Q4: 12,429 shares; 2026Q1: 11,752 shares 11,752 $530K 0.01% -677 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: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 3,267 shares; 2025Q4: 6,274 shares; 2026Q1: 7,470 shares 7,470 $529K 0.01% +1,196 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,444 shares; 2024Q4: 9,444 shares; 2025Q1: 9,537 shares; 2025Q2: 9,537 shares; 2025Q3: 11,431 shares; 2025Q4: 11,331 shares; 2026Q1: 11,852 shares 11,852 $529K 0.01% +521 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 5,632 shares 5,632 $527K 0.01% +5,532 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,963 shares; 2025Q1: 2,041 shares; 2025Q2: 2,255 shares; 2025Q3: 2,373 shares; 2025Q4: 1,977 shares; 2026Q1: 1,946 shares 1,946 $527K 0.01% -31 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 363 shares; 2025Q1: 346 shares; 2025Q2: 1,332 shares; 2025Q3: 1,455 shares; 2025Q4: 1,756 shares; 2026Q1: 7,759 shares 7,759 $520K 0.01% +6,003 Timeline SCHZ 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: 696 shares; 2024Q4: 1,394 shares; 2025Q1: 1,230 shares; 2025Q2: 19,013 shares; 2025Q3: 19,991 shares; 2025Q4: 20,470 shares; 2026Q1: 22,405 shares 22,405 $520K 0.01% +1,935 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 9,840 shares; 2025Q1: 7,377 shares; 2025Q2: 9,095 shares; 2025Q3: 7,949 shares; 2025Q4: 8,019 shares; 2026Q1: 9,424 shares 9,424 $520K 0.01% +1,405 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,422 shares; 2025Q1: 10,220 shares; 2025Q2: 7,102 shares; 2025Q3: 5,263 shares; 2025Q4: 5,059 shares; 2026Q1: 5,173 shares 5,173 $518K 0.01% +114 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,001 shares; 2025Q1: 1,077 shares; 2025Q2: 1,771 shares; 2025Q3: 1,657 shares; 2025Q4: 1,945 shares; 2026Q1: 2,171 shares 2,171 $517K 0.01% +226 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 11,275 shares; 2025Q1: 10,516 shares; 2025Q2: 9,818 shares; 2025Q3: 4,869 shares; 2025Q4: 4,220 shares; 2026Q1: 4,000 shares 4,000 $513K 0.01% -220 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,222 shares; 2025Q3: 1,192 shares; 2025Q4: 1,268 shares; 2026Q1: 1,242 shares 1,242 $506K 0.01% -26 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,387 shares; 2025Q1: 3,476 shares; 2025Q2: 3,553 shares; 2025Q3: 3,491 shares; 2025Q4: 3,806 shares; 2026Q1: 5,017 shares 5,017 $505K 0.01% +1,211 Timeline IALT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,525 shares 18,525 $505K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,126 shares; 2025Q1: 5,126 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares; 2026Q1: 5,126 shares 5,126 $505K 0.01% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 440 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 9,015 shares; 2026Q1: 10,466 shares 10,466 $504K 0.01% +1,451 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,215 shares; 2024Q4: 280,614 shares; 2025Q1: 269,212 shares; 2025Q2: 217,517 shares; 2025Q3: 243,948 shares; 2025Q4: 275,293 shares; 2026Q1: 236,500 shares 236,500 $501K 0.01% -38,793 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 5,815 shares; 2025Q1: 5,692 shares; 2025Q2: 5,729 shares; 2025Q3: 5,989 shares; 2025Q4: 5,571 shares; 2026Q1: 6,045 shares 6,045 $501K 0.01% +474 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: 1,693 shares; 2024Q4: 1,504 shares; 2025Q1: 1,783 shares; 2025Q2: 1,243 shares; 2025Q3: 1,312 shares; 2025Q4: 1,572 shares; 2026Q1: 1,686 shares 1,686 $500K 0.01% +114 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: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 11,615 shares; 2025Q3: 13,633 shares; 2025Q4: 12,059 shares; 2026Q1: 10,341 shares 10,341 $498K 0.01% -1,718 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 19,900 shares 19,900 $498K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,635 shares; 2025Q1: 2,496 shares; 2025Q2: 2,382 shares; 2025Q3: 2,155 shares; 2025Q4: 2,219 shares; 2026Q1: 2,504 shares 2,504 $496K 0.01% +285 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: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 7,274 shares; 2025Q2: 12,665 shares; 2025Q3: 8,493 shares; 2025Q4: 7,377 shares; 2026Q1: 8,463 shares 8,463 $495K 0.01% +1,086 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,740 shares; 2025Q1: 1,891 shares; 2025Q2: 2,183 shares; 2025Q3: 2,248 shares; 2025Q4: 2,566 shares; 2026Q1: 2,505 shares 2,505 $493K 0.01% -61 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: 3,338 shares; 2024Q4: 4,284 shares; 2025Q1: 4,655 shares; 2025Q2: 4,784 shares; 2025Q3: 5,814 shares; 2025Q4: 4,585 shares; 2026Q1: 5,238 shares 5,238 $492K 0.01% +653 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 6,129 shares; 2025Q1: 6,864 shares; 2025Q2: 12,328 shares; 2025Q3: 21,235 shares; 2025Q4: 12,110 shares; 2026Q1: 8,783 shares 8,783 $490K 0.01% -3,327 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,725 shares; 2025Q1: 7,455 shares; 2025Q2: 10,980 shares; 2025Q3: 11,715 shares; 2025Q4: 12,782 shares; 2026Q1: 12,905 shares 12,905 $490K 0.01% +123 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,179 shares; 2025Q1: 3,017 shares; 2025Q2: 3,125 shares; 2025Q3: 2,477 shares; 2025Q4: 2,375 shares; 2026Q1: 2,500 shares 2,500 $489K 0.01% +125 Timeline SCHY 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,428 shares; 2025Q3: 15,431 shares; 2025Q4: 15,435 shares; 2026Q1: 15,361 shares 15,361 $486K 0.01% -74 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,898 shares; 2024Q4: 48,305 shares; 2025Q1: 40,180 shares; 2025Q2: 58,382 shares; 2025Q3: 54,127 shares; 2025Q4: 55,031 shares; 2026Q1: 35,956 shares 35,956 $486K 0.01% -19,075 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,071 shares; 2025Q1: 4,680 shares; 2025Q2: 4,670 shares; 2025Q3: 4,933 shares; 2025Q4: 4,699 shares; 2026Q1: 6,681 shares 6,681 $486K 0.01% +1,982 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,817 shares; 2025Q1: 6,853 shares; 2025Q2: 6,466 shares; 2025Q3: 5,103 shares; 2025Q4: 2,991 shares; 2026Q1: 5,028 shares 5,028 $485K 0.01% +2,037 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,747 shares; 2025Q1: 3,029 shares; 2025Q2: 5,486 shares; 2025Q3: 4,906 shares; 2025Q4: 5,007 shares; 2026Q1: 4,736 shares 4,736 $485K 0.01% -271 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,584 shares; 2024Q4: 51,375 shares; 2025Q1: 58,215 shares; 2025Q2: 31,997 shares; 2025Q3: 32,715 shares; 2025Q4: 47,034 shares; 2026Q1: 48,268 shares 48,268 $484K 0.01% +1,234 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 9,722 shares; 2025Q1: 9,266 shares; 2025Q2: 8,082 shares; 2025Q3: 7,481 shares; 2025Q4: 6,934 shares; 2026Q1: 6,265 shares 6,265 $483K 0.01% -669 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,324 shares; 2024Q4: 22,083 shares; 2025Q1: 14,654 shares; 2025Q2: 17,263 shares; 2025Q3: 15,454 shares; 2025Q4: 13,308 shares; 2026Q1: 12,952 shares 12,952 $482K 0.01% -356 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 11,305 shares; 2025Q3: 11,353 shares; 2025Q4: 11,408 shares; 2026Q1: 11,408 shares 11,408 $479K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 7,170 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 10,161 shares; 2026Q1: 10,052 shares 10,052 $478K 0.01% -109 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,758 shares; 2025Q1: 2,668 shares; 2025Q2: 2,488 shares; 2025Q3: 2,510 shares; 2025Q4: 2,536 shares; 2026Q1: 2,119 shares 2,119 $478K 0.01% -417 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,954 shares; 2024Q4: 18,226 shares; 2025Q1: 32,584 shares; 2025Q2: 31,510 shares; 2025Q3: 23,437 shares; 2025Q4: 22,125 shares; 2026Q1: 22,973 shares 22,973 $477K 0.01% +848 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: 1,732 shares; 2024Q4: 1,802 shares; 2025Q1: 1,755 shares; 2025Q2: 2,000 shares; 2025Q3: 1,729 shares; 2025Q4: 2,049 shares; 2026Q1: 3,142 shares 3,142 $475K 0.01% +1,093 Timeline EELV 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: 21,337 shares; 2024Q4: 20,909 shares; 2025Q1: 18,137 shares; 2025Q2: 18,123 shares; 2025Q3: 18,194 shares; 2025Q4: 17,354 shares; 2026Q1: 16,875 shares 16,875 $474K 0.01% -479 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: 6,228 shares; 2024Q4: 6,157 shares; 2025Q1: 4,670 shares; 2025Q2: 4,640 shares; 2025Q3: 4,760 shares; 2025Q4: 4,861 shares; 2026Q1: 4,602 shares 4,602 $471K 0.01% -259 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 5,256 shares; 2025Q1: 5,029 shares; 2025Q2: 5,659 shares; 2025Q3: 6,145 shares; 2025Q4: 10,447 shares; 2026Q1: 7,832 shares 7,832 $470K 0.01% -2,615 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,352 shares; 2024Q4: 19,223 shares; 2025Q1: 19,180 shares; 2025Q2: 21,384 shares; 2025Q3: 24,311 shares; 2025Q4: 22,921 shares; 2026Q1: 22,979 shares 22,979 $469K 0.01% +58 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,500 shares; 2025Q1: 3,358 shares; 2025Q2: 3,006 shares; 2025Q3: 3,016 shares; 2025Q4: 3,301 shares; 2026Q1: 3,985 shares 3,985 $469K 0.01% +684 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 962 shares; 2025Q1: 998 shares; 2025Q2: 1,094 shares; 2025Q3: 1,047 shares; 2025Q4: 1,021 shares; 2026Q1: 1,095 shares 1,095 $465K 0.01% +74 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,236 shares; 2025Q1: 2,229 shares; 2025Q2: 2,279 shares; 2025Q3: 2,408 shares; 2025Q4: 2,468 shares; 2026Q1: 2,588 shares 2,588 $465K 0.01% +120 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: 8,797 shares; 2024Q4: 8,628 shares; 2025Q1: 8,859 shares; 2025Q2: 7,002 shares; 2025Q3: 7,029 shares; 2025Q4: 6,786 shares; 2026Q1: 10,000 shares 10,000 $465K 0.01% +3,214 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: 6,266 shares; 2024Q4: 18,739 shares; 2025Q1: 12,533 shares; 2025Q2: 16,465 shares; 2025Q3: 17,350 shares; 2025Q4: 17,252 shares; 2026Q1: 29,117 shares 29,117 $463K 0.01% +11,865 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,129 shares; 2025Q1: 4,439 shares; 2025Q2: 4,832 shares; 2025Q3: 4,757 shares; 2025Q4: 5,020 shares; 2026Q1: 4,919 shares 4,919 $463K 0.01% -101 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 7,178 shares; 2025Q1: 8,941 shares; 2025Q2: 7,993 shares; 2025Q3: 7,327 shares; 2025Q4: 7,330 shares; 2026Q1: 7,815 shares 7,815 $463K 0.01% +485 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,534 shares; 2025Q1: 3,815 shares; 2025Q2: 2,588 shares; 2025Q3: 3,130 shares; 2025Q4: 3,110 shares; 2026Q1: 4,523 shares 4,523 $462K 0.01% +1,413 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 273 shares; 2025Q1: 1,503 shares; 2025Q2: 3,672 shares; 2025Q3: 4,551 shares; 2025Q4: 4,808 shares; 2026Q1: 4,883 shares 4,883 $462K 0.01% +75 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 3,223 shares; 2025Q1: 3,185 shares; 2025Q2: 3,694 shares; 2025Q3: 3,693 shares; 2025Q4: 5,234 shares; 2026Q1: 7,096 shares 7,096 $461K 0.01% +1,862 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 17,624 shares; 2025Q1: 19,216 shares; 2025Q2: 18,620 shares; 2025Q3: 19,183 shares; 2025Q4: 19,703 shares; 2026Q1: 21,743 shares 21,743 $460K 0.01% +2,040 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,436 shares; 2025Q1: 5,684 shares; 2025Q2: 6,073 shares; 2025Q3: 5,527 shares; 2025Q4: 5,918 shares; 2026Q1: 6,626 shares 6,626 $460K 0.01% +708 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 16,374 shares; 2025Q1: 19,853 shares; 2025Q2: 24,338 shares; 2025Q3: 23,837 shares; 2025Q4: 22,308 shares; 2026Q1: 24,651 shares 24,651 $457K 0.01% +2,343 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: 1,043 shares; 2024Q4: 827 shares; 2025Q1: 1,363 shares; 2025Q2: 1,818 shares; 2025Q3: 4,854 shares; 2025Q4: 10,573 shares; 2026Q1: 14,020 shares 14,020 $456K 0.01% +3,447 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,779 shares; 2025Q1: 7,547 shares; 2025Q2: 10,120 shares; 2025Q3: 8,151 shares; 2025Q4: 8,473 shares; 2026Q1: 8,522 shares 8,522 $456K 0.01% +49 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,659 shares; 2025Q1: 14,068 shares; 2025Q2: 13,007 shares; 2025Q3: 6,396 shares; 2025Q4: 3,405 shares; 2026Q1: 2,976 shares 2,976 $456K 0.01% -429 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: 9,819 shares; 2024Q4: 8,836 shares; 2025Q1: 10,239 shares; 2025Q2: 11,455 shares; 2025Q3: 9,271 shares; 2025Q4: 7,850 shares; 2026Q1: 6,980 shares 6,980 $456K 0.01% -870 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,976 shares; 2025Q1: 2,308 shares; 2025Q2: 3,095 shares; 2025Q3: 2,958 shares; 2025Q4: 2,965 shares; 2026Q1: 3,466 shares 3,466 $450K 0.01% +501 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 4,817 shares; 2025Q1: 4,512 shares; 2025Q2: 4,302 shares; 2025Q3: 4,355 shares; 2025Q4: 4,189 shares; 2026Q1: 4,598 shares 4,598 $449K 0.01% +409 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,730 shares; 2025Q1: 2,649 shares; 2025Q2: 2,664 shares; 2025Q3: 2,688 shares; 2025Q4: 2,876 shares; 2026Q1: 2,853 shares 2,853 $449K 0.01% -23 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,562 shares; 2025Q1: 1,535 shares; 2025Q2: 1,700 shares; 2025Q3: 1,714 shares; 2025Q4: 1,860 shares; 2026Q1: 1,927 shares 1,927 $445K 0.01% +67 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 899 shares; 2025Q1: 1,930 shares; 2025Q2: 4,530 shares; 2025Q3: 7,764 shares; 2025Q4: 8,182 shares; 2026Q1: 10,513 shares 10,513 $445K 0.01% +2,331 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 233 shares; 2025Q1: 207 shares; 2025Q2: 284 shares; 2025Q3: 300 shares; 2025Q4: 330 shares; 2026Q1: 352 shares 352 $445K 0.01% +22 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares 2,877 $443K 0.01% new Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU 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: 37,318 shares 37,318 $443K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,670 shares; 2025Q1: 4,730 shares; 2025Q2: 5,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,666 shares; 2026Q1: 5,611 shares 5,611 $442K 0.01% +945 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: 1,121 shares; 2024Q4: 3,637 shares; 2025Q1: 4,010 shares; 2025Q2: 4,031 shares; 2025Q3: 3,123 shares; 2025Q4: 3,473 shares; 2026Q1: 3,521 shares 3,521 $440K 0.01% +48 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: 3,944 shares; 2024Q4: 3,271 shares; 2025Q1: 3,348 shares; 2025Q2: 4,166 shares; 2025Q3: 4,431 shares; 2025Q4: 4,636 shares; 2026Q1: 4,594 shares 4,594 $439K 0.01% -42 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 1,292 shares; 2025Q2: 3,101 shares; 2025Q3: 10,170 shares; 2025Q4: 10,455 shares; 2026Q1: 12,887 shares 12,887 $438K 0.01% +2,432 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,418 shares; 2025Q1: 2,294 shares; 2025Q2: 2,474 shares; 2025Q3: 2,569 shares; 2025Q4: 3,143 shares; 2026Q1: 3,188 shares 3,188 $437K 0.01% +45 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,248 shares; 2025Q1: 1,635 shares; 2025Q2: 1,688 shares; 2025Q3: 1,691 shares; 2025Q4: 1,621 shares; 2026Q1: 1,552 shares 1,552 $437K 0.01% -69 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 7,645 shares; 2025Q1: 10,769 shares; 2025Q2: 15,684 shares; 2025Q3: 14,722 shares; 2025Q4: 10,694 shares; 2026Q1: 16,009 shares 16,009 $437K 0.01% +5,315 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 1,731 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,680 shares; 2026Q1: 1,688 shares 1,688 $436K 0.01% +8 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,807 shares; 2025Q1: 977 shares; 2025Q2: 2,708 shares; 2025Q3: 2,950 shares; 2025Q4: 3,612 shares; 2026Q1: 5,743 shares 5,743 $434K 0.01% +2,131 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: 5,021 shares; 2024Q4: 5,640 shares; 2025Q1: 4,569 shares; 2025Q2: 4,940 shares; 2025Q3: 5,968 shares; 2025Q4: 5,492 shares; 2026Q1: 6,060 shares 6,060 $432K 0.01% +568 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: 2,039 shares; 2024Q4: 2,067 shares; 2025Q1: 2,033 shares; 2025Q2: 1,953 shares; 2025Q3: 2,050 shares; 2025Q4: 2,139 shares; 2026Q1: 2,100 shares 2,100 $432K 0.01% -39 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 496 shares; 2025Q1: 522 shares; 2025Q2: 495 shares; 2025Q3: 419 shares; 2025Q4: 457 shares; 2026Q1: 402 shares 402 $430K 0.01% -55 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,674 shares; 2025Q1: 2,074 shares; 2025Q2: 2,089 shares; 2025Q3: 2,095 shares; 2025Q4: 2,189 shares; 2026Q1: 2,916 shares 2,916 $426K 0.01% +727 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: 1,261 shares; 2024Q4: 1,734 shares; 2025Q1: 1,729 shares; 2025Q2: 1,871 shares; 2025Q3: 1,882 shares; 2025Q4: 1,921 shares; 2026Q1: 2,100 shares 2,100 $426K 0.01% +179 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,633 shares; 2025Q1: 8,673 shares; 2025Q2: 8,984 shares; 2025Q3: 9,325 shares; 2025Q4: 10,464 shares; 2026Q1: 11,124 shares 11,124 $425K 0.01% +660 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 516 shares; 2025Q1: 487 shares; 2025Q2: 667 shares; 2025Q3: 699 shares; 2025Q4: 709 shares; 2026Q1: 865 shares 865 $425K 0.01% +156 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: 13,297 shares; 2024Q4: 14,332 shares; 2025Q1: 14,177 shares; 2025Q2: 13,006 shares; 2025Q3: 12,416 shares; 2025Q4: 12,783 shares; 2026Q1: 12,718 shares 12,718 $422K 0.01% -65 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,467 shares; 2025Q1: 2,305 shares; 2025Q2: 3,500 shares; 2025Q3: 12,870 shares; 2025Q4: 15,710 shares; 2026Q1: 16,344 shares 16,344 $422K 0.01% +634 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,225 shares; 2024Q4: 25,251 shares; 2025Q1: 24,474 shares; 2025Q2: 25,793 shares; 2025Q3: 25,654 shares; 2025Q4: 26,837 shares; 2026Q1: 29,957 shares 29,957 $421K 0.01% +3,120 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,100 shares; 2024Q4: 35,623 shares; 2025Q1: 28,553 shares; 2025Q2: 27,707 shares; 2025Q3: 12,379 shares; 2025Q4: 10,301 shares; 2026Q1: 4,497 shares 4,497 $420K 0.01% -5,804 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: 4,048 shares; 2024Q4: 3,548 shares; 2025Q1: 3,486 shares; 2025Q2: 5,795 shares; 2025Q3: 5,658 shares; 2025Q4: 5,847 shares; 2026Q1: 6,773 shares 6,773 $419K 0.01% +926 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 9,317 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 15,134 shares; 2025Q4: 15,699 shares; 2026Q1: 15,258 shares 15,258 $417K 0.01% -441 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,929 shares; 2024Q4: 8,945 shares; 2025Q1: 8,370 shares; 2025Q2: 7,318 shares; 2025Q3: 7,440 shares; 2025Q4: 7,022 shares; 2026Q1: 8,555 shares 8,555 $417K 0.01% +1,533 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,315 shares; 2025Q1: 3,865 shares; 2025Q2: 3,795 shares; 2025Q3: 3,970 shares; 2025Q4: 4,514 shares; 2026Q1: 5,069 shares 5,069 $415K 0.01% +555 Timeline CGW 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: 5,368 shares; 2024Q4: 5,823 shares; 2025Q1: 5,823 shares; 2025Q2: 6,323 shares; 2025Q3: 6,443 shares; 2025Q4: 6,483 shares; 2026Q1: 6,483 shares 6,483 $415K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,332 shares; 2025Q1: 11,862 shares; 2025Q2: 10,622 shares; 2025Q3: 9,609 shares; 2025Q4: 8,953 shares; 2026Q1: 8,315 shares 8,315 $412K 0.01% -638 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,924 shares; 2025Q3: 4,845 shares; 2025Q4: 4,967 shares; 2026Q1: 5,640 shares 5,640 $411K 0.01% +673 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 269 shares; 2025Q1: 377 shares; 2025Q2: 453 shares; 2025Q3: 545 shares; 2025Q4: 540 shares; 2026Q1: 677 shares 677 $410K 0.01% +137 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,343 shares; 2025Q1: 3,660 shares; 2025Q2: 3,684 shares; 2025Q3: 3,835 shares; 2025Q4: 4,097 shares; 2026Q1: 4,631 shares 4,631 $410K 0.01% +534 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,153 shares; 2025Q1: 9,456 shares; 2025Q2: 10,524 shares; 2025Q3: 8,424 shares; 2025Q4: 8,610 shares; 2026Q1: 6,673 shares 6,673 $409K 0.01% -1,937 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 3,465 shares; 2025Q2: 3,340 shares; 2025Q3: 3,265 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares 3,065 $408K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,727 shares; 2025Q1: 2,277 shares; 2025Q2: 3,812 shares; 2025Q3: 3,863 shares; 2025Q4: 7,695 shares; 2026Q1: 7,502 shares 7,502 $407K 0.01% -193 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 676 shares; 2025Q1: 627 shares; 2025Q2: 613 shares; 2025Q3: 594 shares; 2025Q4: 530 shares; 2026Q1: 553 shares 553 $404K 0.01% +23 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,783 shares; 2025Q1: 1,826 shares; 2025Q2: 2,218 shares; 2025Q3: 2,252 shares; 2025Q4: 2,314 shares; 2026Q1: 3,604 shares 3,604 $403K 0.01% +1,290 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: 4,910 shares; 2024Q4: 2,844 shares; 2025Q1: 1,171 shares; 2025Q2: 1,206 shares; 2025Q3: 1,043 shares; 2025Q4: 4,288 shares; 2026Q1: 4,644 shares 4,644 $403K 0.01% +356 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,697 shares; 2025Q1: 1,718 shares; 2025Q2: 1,812 shares; 2025Q3: 1,925 shares; 2025Q4: 1,768 shares; 2026Q1: 1,792 shares 1,792 $402K 0.01% +24 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,922 shares; 2025Q1: 4,404 shares; 2025Q2: 5,589 shares; 2025Q3: 5,906 shares; 2025Q4: 6,078 shares; 2026Q1: 6,707 shares 6,707 $402K 0.01% +629 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: 339 shares; 2024Q4: 311 shares; 2025Q1: 438 shares; 2025Q2: 596 shares; 2025Q3: 630 shares; 2025Q4: 707 shares; 2026Q1: 768 shares 768 $402K 0.01% +61 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,302 shares; 2025Q1: 14,866 shares; 2025Q2: 21,088 shares; 2025Q3: 26,300 shares; 2025Q4: 27,508 shares; 2026Q1: 25,202 shares 25,202 $401K 0.01% -2,306 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: 12,537 shares; 2024Q4: 12,024 shares; 2025Q1: 11,470 shares; 2025Q2: 12,895 shares; 2025Q3: 10,864 shares; 2025Q4: 8,309 shares; 2026Q1: 8,190 shares 8,190 $401K 0.01% -119 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,282 shares; 2024Q4: 20,171 shares; 2025Q1: 19,936 shares; 2025Q2: 20,187 shares; 2025Q3: 9,572 shares; 2025Q4: 5,942 shares; 2026Q1: 5,135 shares 5,135 $401K 0.01% -807 Timeline IBMT 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: 15,600 shares; 2026Q1: 15,600 shares 15,600 $400K 0.01% 0 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,786 shares; 2024Q4: 208,786 shares; 2025Q1: 253,427 shares; 2025Q2: 253,427 shares; 2025Q3: 253,427 shares; 2025Q4: 193,427 shares; 2026Q1: 193,427 shares 193,427 $400K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 791 shares; 2025Q1: 778 shares; 2025Q2: 772 shares; 2025Q3: 736 shares; 2025Q4: 728 shares; 2026Q1: 740 shares 740 $399K 0.01% +12 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 4,850 shares; 2025Q3: 4,768 shares; 2025Q4: 4,703 shares; 2026Q1: 4,703 shares 4,703 $399K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,778 shares; 2025Q1: 2,352 shares; 2025Q2: 3,160 shares; 2025Q3: 3,027 shares; 2025Q4: 3,700 shares; 2026Q1: 4,146 shares 4,146 $398K 0.01% +446 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 18,878 shares; 2025Q1: 19,855 shares; 2025Q2: 19,065 shares; 2025Q3: 18,379 shares; 2025Q4: 16,646 shares; 2026Q1: 20,653 shares 20,653 $397K 0.01% +4,007 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,802 shares; 2025Q1: 2,877 shares; 2025Q2: 2,507 shares; 2025Q3: 2,758 shares; 2025Q4: 2,759 shares; 2026Q1: 2,912 shares 2,912 $394K 0.01% +153 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,765 shares; 2025Q1: 3,752 shares; 2025Q2: 3,397 shares; 2025Q3: 3,391 shares; 2025Q4: 3,130 shares; 2026Q1: 3,857 shares 3,857 $394K 0.01% +727 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,523 shares; 2025Q1: 1,911 shares; 2025Q2: 1,626 shares; 2025Q3: 1,800 shares; 2025Q4: 2,048 shares; 2026Q1: 2,201 shares 2,201 $394K 0.01% +153 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,415 shares; 2025Q1: 742 shares; 2025Q2: 270 shares; 2025Q3: 281 shares; 2025Q4: 326 shares; 2026Q1: 560 shares 560 $394K 0.01% +234 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 6,407 shares; 2025Q1: 7,548 shares; 2025Q2: 7,484 shares; 2025Q3: 7,438 shares; 2025Q4: 7,890 shares; 2026Q1: 7,865 shares 7,865 $393K 0.01% -25 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,307 shares; 2026Q1: 2,657 shares 2,657 $392K 0.01% +350 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 11,664 shares; 2025Q1: 10,619 shares; 2025Q2: 10,661 shares; 2025Q3: 9,684 shares; 2025Q4: 8,620 shares; 2026Q1: 9,115 shares 9,115 $391K 0.01% +495 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,261 shares; 2025Q1: 1,767 shares; 2025Q2: 2,267 shares; 2025Q3: 2,277 shares; 2025Q4: 3,329 shares; 2026Q1: 3,263 shares 3,263 $387K 0.01% -66 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 740 shares; 2025Q1: 699 shares; 2025Q2: 702 shares; 2025Q3: 705 shares; 2025Q4: 712 shares; 2026Q1: 710 shares 710 $386K 0.01% -2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,657 shares; 2025Q1: 4,882 shares; 2025Q2: 4,870 shares; 2025Q3: 5,970 shares; 2025Q4: 5,925 shares; 2026Q1: 8,125 shares 8,125 $381K 0.01% +2,200 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,633 shares; 2025Q1: 1,114 shares; 2025Q2: 1,395 shares; 2025Q3: 1,390 shares; 2025Q4: 1,487 shares; 2026Q1: 1,629 shares 1,629 $380K 0.01% +142 Timeline DFAS 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: 6,159 shares; 2024Q4: 6,706 shares; 2025Q1: 6,631 shares; 2025Q2: 5,795 shares; 2025Q3: 5,752 shares; 2025Q4: 5,339 shares; 2026Q1: 5,339 shares 5,339 $380K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 16,727 shares; 2025Q1: 7,540 shares; 2025Q2: 9,687 shares; 2025Q3: 9,873 shares; 2025Q4: 6,248 shares; 2026Q1: 8,987 shares 8,987 $379K 0.01% +2,739 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,632 shares; 2025Q1: 1,734 shares; 2025Q2: 1,676 shares; 2025Q3: 1,705 shares; 2025Q4: 1,838 shares; 2026Q1: 2,106 shares 2,106 $379K 0.01% +268 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: 2,766 shares; 2024Q4: 2,701 shares; 2025Q1: 2,681 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 4,026 shares; 2026Q1: 7,586 shares 7,586 $379K 0.01% +3,560 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,430 shares; 2025Q1: 3,128 shares; 2025Q2: 3,288 shares; 2025Q3: 3,404 shares; 2025Q4: 3,733 shares; 2026Q1: 3,994 shares 3,994 $378K 0.01% +261 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: 385 shares; 2024Q4: 466 shares; 2025Q1: 396 shares; 2025Q2: 513 shares; 2025Q3: 488 shares; 2025Q4: 584 shares; 2026Q1: 1,151 shares 1,151 $378K 0.01% +567 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,250 shares 11,250 $378K 0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,472 shares; 2025Q1: 1,702 shares; 2025Q2: 2,093 shares; 2025Q3: 2,144 shares; 2025Q4: 2,817 shares; 2026Q1: 3,190 shares 3,190 $377K 0.01% +373 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,760 shares; 2026Q1: 14,115 shares 14,115 $376K 0.01% +2,355 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 6,672 shares; 2025Q1: 10,221 shares; 2025Q2: 9,544 shares; 2025Q3: 9,333 shares; 2025Q4: 8,706 shares; 2026Q1: 9,549 shares 9,549 $375K 0.01% +843 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,990 shares; 2025Q1: 1,937 shares; 2025Q2: 1,964 shares; 2025Q3: 1,981 shares; 2025Q4: 2,025 shares; 2026Q1: 2,291 shares 2,291 $375K 0.01% +266 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: 26,338 shares; 2024Q4: 29,207 shares; 2025Q1: 9,799 shares; 2025Q2: 9,484 shares; 2025Q3: 7,498 shares; 2025Q4: 6,971 shares; 2026Q1: 7,354 shares 7,354 $374K 0.01% +383 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 1,497 shares; 2025Q1: 1,148 shares; 2025Q2: 1,331 shares; 2025Q3: 1,433 shares; 2025Q4: 7,160 shares; 2026Q1: 6,375 shares 6,375 $373K 0.01% -785 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 2,452 shares; 2025Q1: 1,616 shares; 2025Q2: 1,485 shares; 2025Q3: 1,849 shares; 2025Q4: 2,836 shares; 2026Q1: 5,187 shares 5,187 $372K 0.01% +2,351 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 4,137 shares; 2026Q1: 4,795 shares 4,795 $372K 0.01% +658 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 7,730 shares; 2025Q1: 8,302 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 14,950 shares; 2026Q1: 7,522 shares 7,522 $371K 0.01% -7,428 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,123 shares; 2025Q1: 3,055 shares; 2025Q2: 3,009 shares; 2025Q3: 2,988 shares; 2025Q4: 2,987 shares; 2026Q1: 5,079 shares 5,079 $371K 0.01% +2,092 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 45,766 shares; 2025Q1: 32,692 shares; 2025Q2: 7,856 shares; 2025Q3: 7,815 shares; 2025Q4: 6,910 shares; 2026Q1: 7,411 shares 7,411 $370K 0.01% +501 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 40 shares; 2025Q2: 54 shares; 2025Q3: 62 shares; 2025Q4: 54 shares; 2026Q1: 56 shares 56 $369K 0.01% +2 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 6,138 shares; 2025Q1: 6,266 shares; 2025Q2: 6,748 shares; 2025Q3: 6,681 shares; 2025Q4: 8,867 shares; 2026Q1: 9,969 shares 9,969 $369K 0.01% +1,102 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,989 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 5,554 shares; 2025Q4: 5,557 shares; 2026Q1: 6,749 shares 6,749 $369K 0.01% +1,192 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 2,251 shares; 2025Q1: 2,362 shares; 2025Q2: 2,395 shares; 2025Q3: 2,391 shares; 2025Q4: 2,449 shares; 2026Q1: 2,523 shares 2,523 $369K 0.01% +74 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 1,062 shares; 2025Q2: 1,350 shares; 2025Q3: 1,468 shares; 2025Q4: 3,491 shares; 2026Q1: 3,911 shares 3,911 $369K 0.01% +420 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,741 shares; 2025Q1: 8,743 shares; 2025Q2: 8,711 shares; 2025Q3: 8,839 shares; 2025Q4: 10,872 shares; 2026Q1: 10,120 shares 10,120 $368K 0.01% -752 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: 1,887 shares; 2024Q4: 1,877 shares; 2025Q1: 2,477 shares; 2025Q2: 3,525 shares; 2025Q3: 5,815 shares; 2025Q4: 4,155 shares; 2026Q1: 7,876 shares 7,876 $368K 0.01% +3,721 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 23,245 shares; 2025Q1: 26,768 shares; 2025Q2: 26,604 shares; 2025Q3: 13,673 shares; 2025Q4: 13,744 shares; 2026Q1: 11,471 shares 11,471 $367K 0.01% -2,273 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,493 shares; 2024Q4: 16,035 shares; 2025Q1: 15,407 shares; 2025Q2: 14,587 shares; 2025Q3: 14,422 shares; 2025Q4: 14,415 shares; 2026Q1: 14,163 shares 14,163 $367K 0.01% -252 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: 3,157 shares; 2024Q4: 3,809 shares; 2025Q1: 3,016 shares; 2025Q2: 3,185 shares; 2025Q3: 3,578 shares; 2025Q4: 4,544 shares; 2026Q1: 4,530 shares 4,530 $367K 0.01% -14 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,749 shares; 2024Q4: 8,524 shares; 2025Q1: 8,524 shares; 2025Q2: 8,524 shares; 2025Q3: 8,524 shares; 2025Q4: 15,441 shares; 2026Q1: 15,441 shares 15,441 $366K 0.01% 0 Timeline PXF 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: 5,674 shares; 2024Q4: 5,674 shares; 2025Q1: 5,674 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,445 shares; 2026Q1: 5,213 shares 5,213 $364K 0.01% -232 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: 565 shares; 2024Q4: 615 shares; 2025Q1: 781 shares; 2025Q2: 635 shares; 2025Q3: 600 shares; 2025Q4: 585 shares; 2026Q1: 589 shares 589 $363K 0.01% +4 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,397 shares; 2025Q1: 6,695 shares; 2025Q2: 7,031 shares; 2025Q3: 7,452 shares; 2025Q4: 7,220 shares; 2026Q1: 7,988 shares 7,988 $363K 0.01% +768 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 1,840 shares; 2025Q1: 1,486 shares; 2025Q2: 2,163 shares; 2025Q3: 1,185 shares; 2025Q4: 3,664 shares; 2026Q1: 4,997 shares 4,997 $363K 0.01% +1,333 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 6,001 shares; 2025Q3: 6,001 shares; 2025Q4: 6,001 shares; 2026Q1: 6,001 shares 6,001 $362K 0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares 2,484 $360K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 2,673 shares; 2025Q1: 3,397 shares; 2025Q2: 3,499 shares; 2025Q3: 3,596 shares; 2025Q4: 3,923 shares; 2026Q1: 4,251 shares 4,251 $360K 0.01% +328 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 161 shares; 2025Q1: 178 shares; 2025Q2: 136 shares; 2025Q3: 189 shares; 2025Q4: 684 shares; 2026Q1: 757 shares 757 $360K 0.01% +73 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,940 shares; 2025Q1: 7,943 shares; 2025Q2: 5,492 shares; 2025Q3: 5,632 shares; 2025Q4: 5,679 shares; 2026Q1: 6,299 shares 6,299 $359K 0.01% +620 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 8,823 shares; 2025Q1: 9,143 shares; 2025Q2: 9,957 shares; 2025Q3: 6,817 shares; 2025Q4: 6,763 shares; 2026Q1: 10,196 shares 10,196 $358K 0.01% +3,433 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 28,727 shares; 2025Q1: 21,818 shares; 2025Q2: 21,604 shares; 2025Q3: 22,118 shares; 2025Q4: 25,136 shares; 2026Q1: 26,426 shares 26,426 $357K 0.01% +1,290 Timeline VNQI 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: 8,601 shares; 2024Q4: 8,134 shares; 2025Q1: 8,165 shares; 2025Q2: 8,133 shares; 2025Q3: 8,450 shares; 2025Q4: 8,022 shares; 2026Q1: 8,027 shares 8,027 $357K 0.01% +5 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 7,960 shares; 2025Q4: 7,020 shares; 2026Q1: 7,053 shares 7,053 $357K 0.01% +33 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,378 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,878 shares; 2025Q4: 9,978 shares; 2026Q1: 8,749 shares 8,749 $356K 0.01% -1,229 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,901 shares; 2024Q4: 42,215 shares; 2025Q1: 56,101 shares; 2025Q2: 58,307 shares; 2025Q3: 59,939 shares; 2025Q4: 60,157 shares; 2026Q1: 70,747 shares 70,747 $356K 0.01% +10,590 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,091 shares; 2024Q4: 16,353 shares; 2025Q1: 16,331 shares; 2025Q2: 17,477 shares; 2025Q3: 17,210 shares; 2025Q4: 18,940 shares; 2026Q1: 18,501 shares 18,501 $356K 0.01% -439 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,017 shares; 2025Q1: 3,724 shares; 2025Q2: 3,535 shares; 2025Q3: 3,734 shares; 2025Q4: 3,355 shares; 2026Q1: 3,687 shares 3,687 $356K 0.01% +332 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS 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: 8,264 shares; 2025Q3: 8,264 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares 7,352 $354K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 2,193 shares; 2025Q1: 768 shares; 2025Q2: 4,008 shares; 2025Q3: 4,548 shares; 2025Q4: 4,769 shares; 2026Q1: 5,678 shares 5,678 $354K 0.01% +909 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,655 shares; 2024Q4: 14,214 shares; 2025Q1: 15,559 shares; 2025Q2: 17,130 shares; 2025Q3: 9,031 shares; 2025Q4: 14,855 shares; 2026Q1: 13,438 shares 13,438 $354K 0.01% -1,417 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 8,940 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 6,416 shares; 2025Q4: 7,631 shares; 2026Q1: 8,410 shares 8,410 $353K 0.01% +779 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 7,029 shares; 2025Q1: 6,640 shares; 2025Q2: 6,697 shares; 2025Q3: 7,351 shares; 2025Q4: 8,705 shares; 2026Q1: 8,188 shares 8,188 $353K 0.01% -517 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,360 shares; 2025Q1: 2,752 shares; 2025Q2: 2,613 shares; 2025Q3: 3,216 shares; 2025Q4: 3,132 shares; 2026Q1: 3,146 shares 3,146 $352K 0.01% +14 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 25,911 shares; 2025Q1: 25,524 shares; 2025Q2: 25,845 shares; 2025Q3: 30,477 shares; 2025Q4: 31,103 shares; 2026Q1: 9,392 shares 9,392 $352K 0.01% -21,711 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 9,513 shares; 2025Q1: 8,758 shares; 2025Q2: 9,342 shares; 2025Q3: 9,827 shares; 2025Q4: 9,850 shares; 2026Q1: 9,375 shares 9,375 $349K 0.01% -475 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,938 shares; 2025Q1: 6,566 shares; 2025Q2: 5,146 shares; 2025Q3: 5,713 shares; 2025Q4: 6,710 shares; 2026Q1: 8,276 shares 8,276 $348K 0.01% +1,566 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,903 shares; 2024Q4: 23,225 shares; 2025Q1: 25,781 shares; 2025Q2: 30,883 shares; 2025Q3: 30,591 shares; 2025Q4: 30,825 shares; 2026Q1: 43,189 shares 43,189 $347K 0.01% +12,364 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: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,374 shares; 2025Q2: 1,321 shares; 2025Q3: 1,282 shares; 2025Q4: 974 shares; 2026Q1: 954 shares 954 $347K 0.01% -20 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 9,998 shares; 2025Q1: 10,281 shares; 2025Q2: 14,432 shares; 2025Q3: 15,648 shares; 2025Q4: 17,125 shares; 2026Q1: 18,044 shares 18,044 $346K 0.01% +919 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,498 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,352 shares; 2025Q4: 807 shares; 2026Q1: 636 shares 636 $345K 0.01% -171 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,799 shares; 2024Q4: 30,037 shares; 2025Q1: 30,237 shares; 2025Q2: 34,038 shares; 2025Q3: 31,372 shares; 2025Q4: 18,644 shares; 2026Q1: 20,009 shares 20,009 $345K 0.01% +1,365 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,886 shares; 2025Q1: 3,170 shares; 2025Q2: 2,917 shares; 2025Q3: 2,990 shares; 2025Q4: 3,209 shares; 2026Q1: 4,665 shares 4,665 $345K 0.01% +1,456 Timeline EFAV 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: 183 shares; 2024Q4: 166 shares; 2025Q1: 77 shares; 2025Q2: 10,213 shares; 2025Q3: 20,401 shares; 2025Q4: 19,754 shares; 2026Q1: 3,739 shares 3,739 $342K 0.01% -16,015 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 794 shares; 2025Q1: 2,946 shares; 2025Q2: 4,292 shares; 2025Q3: 2,359 shares; 2025Q4: 2,367 shares; 2026Q1: 2,677 shares 2,677 $341K 0.01% +310 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: 8,798 shares; 2024Q4: 10,534 shares; 2025Q1: 10,594 shares; 2025Q2: 11,286 shares; 2025Q3: 11,645 shares; 2025Q4: 11,338 shares; 2026Q1: 11,410 shares 11,410 $340K 0.01% +72 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: 2,377 shares; 2024Q4: 2,216 shares; 2025Q1: 2,121 shares; 2025Q2: 2,055 shares; 2025Q3: 1,922 shares; 2025Q4: 2,006 shares; 2026Q1: 2,372 shares 2,372 $339K 0.01% +366 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,511 shares; 2025Q1: 22,548 shares; 2025Q2: 23,620 shares; 2025Q3: 13,073 shares; 2025Q4: 12,656 shares; 2026Q1: 14,685 shares 14,685 $335K 0.01% +2,029 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,173 shares; 2025Q1: 5,701 shares; 2025Q2: 5,741 shares; 2025Q3: 6,316 shares; 2025Q4: 6,531 shares; 2026Q1: 6,331 shares 6,331 $334K 0.01% -200 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 8,793 shares; 2025Q1: 8,967 shares; 2025Q2: 11,289 shares; 2025Q3: 28,120 shares; 2025Q4: 20,576 shares; 2026Q1: 21,195 shares 21,195 $333K 0.01% +619 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,586 shares 17,586 $333K 0.01% new Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,940 shares; 2026Q1: 7,900 shares 7,900 $333K 0.01% +960 Timeline AVDV 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: 1,874 shares; 2025Q2: 3,974 shares; 2025Q3: 3,992 shares; 2025Q4: 3,233 shares; 2026Q1: 3,332 shares 3,332 $333K 0.01% +99 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,155 shares; 2025Q1: 9,067 shares; 2025Q2: 14,372 shares; 2025Q3: 20,284 shares; 2025Q4: 22,344 shares; 2026Q1: 20,972 shares 20,972 $332K 0.01% -1,372 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 4,044 shares; 2025Q1: 3,509 shares; 2025Q2: 5,372 shares; 2025Q3: 5,375 shares; 2025Q4: 5,938 shares; 2026Q1: 7,348 shares 7,348 $331K 0.01% +1,410 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,525 shares; 2025Q1: 1,408 shares; 2025Q2: 1,463 shares; 2025Q3: 1,370 shares; 2025Q4: 1,395 shares; 2026Q1: 1,613 shares 1,613 $330K 0.01% +218 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES 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: 9,450 shares; 2025Q3: 14,850 shares; 2025Q4: 14,850 shares; 2026Q1: 14,850 shares 14,850 $330K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 5,504 shares; 2025Q1: 2,619 shares; 2025Q2: 2,849 shares; 2025Q3: 5,168 shares; 2025Q4: 5,381 shares; 2026Q1: 6,487 shares 6,487 $329K 0.01% +1,106 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 6,098 shares; 2025Q1: 6,203 shares; 2025Q2: 6,643 shares; 2025Q3: 6,260 shares; 2025Q4: 5,880 shares; 2026Q1: 5,739 shares 5,739 $327K 0.01% -141 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,992 shares; 2024Q4: 27,995 shares; 2025Q1: 27,593 shares; 2025Q2: 27,893 shares; 2025Q3: 17,786 shares; 2025Q4: 13,986 shares; 2026Q1: 13,301 shares 13,301 $327K 0.01% -685 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 5,909 shares; 2025Q1: 5,492 shares; 2025Q2: 6,362 shares; 2025Q3: 4,511 shares; 2025Q4: 6,306 shares; 2026Q1: 7,080 shares 7,080 $325K 0.01% +774 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 106 shares; 2025Q2: 86 shares; 2025Q3: 85 shares; 2025Q4: 240 shares; 2026Q1: 3,566 shares 3,566 $323K 0.01% +3,326 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,915 shares; 2025Q1: 1,784 shares; 2025Q2: 2,272 shares; 2025Q3: 2,449 shares; 2025Q4: 5,585 shares; 2026Q1: 5,988 shares 5,988 $323K 0.01% +403 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,641 shares; 2025Q1: 2,746 shares; 2025Q2: 2,682 shares; 2025Q3: 2,691 shares; 2025Q4: 2,254 shares; 2026Q1: 2,219 shares 2,219 $322K 0.01% -35 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,507 shares; 2025Q1: 1,606 shares; 2025Q2: 1,580 shares; 2025Q3: 1,615 shares; 2025Q4: 1,551 shares; 2026Q1: 1,643 shares 1,643 $322K 0.01% +92 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,619 shares; 2025Q1: 2,883 shares; 2025Q2: 2,520 shares; 2025Q3: 2,690 shares; 2025Q4: 2,958 shares; 2026Q1: 4,258 shares 4,258 $322K 0.01% +1,300 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 856 shares; 2025Q1: 806 shares; 2025Q2: 849 shares; 2025Q3: 672 shares; 2025Q4: 606 shares; 2026Q1: 1,074 shares 1,074 $320K 0.01% +468 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,412 shares; 2025Q1: 7,488 shares; 2025Q2: 6,610 shares; 2025Q3: 6,758 shares; 2025Q4: 6,887 shares; 2026Q1: 9,285 shares 9,285 $320K 0.01% +2,398 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 19,973 shares; 2025Q1: 19,973 shares; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 6,673 shares; 2026Q1: 6,673 shares 6,673 $319K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,955 shares; 2025Q1: 3,552 shares; 2025Q2: 3,571 shares; 2025Q3: 3,607 shares; 2025Q4: 3,677 shares; 2026Q1: 4,101 shares 4,101 $318K 0.01% +424 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: 1,943 shares; 2024Q4: 2,056 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 2,224 shares; 2026Q1: 3,289 shares 3,289 $318K 0.01% +1,065 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,307 shares; 2025Q1: 6,468 shares; 2025Q2: 7,637 shares; 2025Q3: 5,691 shares; 2025Q4: 8,017 shares; 2026Q1: 34,786 shares 34,786 $318K 0.01% +26,769 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 2,691 shares; 2025Q1: 1,759 shares; 2025Q2: 1,891 shares; 2025Q3: 2,612 shares; 2025Q4: 4,853 shares; 2026Q1: 4,204 shares 4,204 $317K 0.01% -649 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares; 2026Q1: 2,763 shares 2,763 $314K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 11,357 shares; 2025Q1: 11,389 shares; 2025Q2: 8,431 shares; 2025Q3: 9,018 shares; 2025Q4: 9,310 shares; 2026Q1: 10,284 shares 10,284 $314K 0.01% +974 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 525 shares; 2025Q1: 425 shares; 2025Q2: 121 shares; 2025Q3: 1,378 shares; 2025Q4: 1,186 shares; 2026Q1: 2,708 shares 2,708 $314K 0.01% +1,522 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 7,425 shares; 2025Q1: 9,617 shares; 2025Q2: 7,481 shares; 2025Q3: 5,494 shares; 2025Q4: 4,559 shares; 2026Q1: 6,503 shares 6,503 $313K 0.01% +1,944 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,217 shares; 2024Q4: 34,832 shares; 2025Q1: 27,243 shares; 2025Q2: 29,385 shares; 2025Q3: 47,145 shares; 2025Q4: 37,658 shares; 2026Q1: 51,821 shares 51,821 $312K 0.01% +14,163 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,757 shares; 2025Q4: 2,082 shares; 2026Q1: 2,704 shares 2,704 $312K 0.01% +622 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 9,630 shares; 2025Q1: 9,630 shares; 2025Q2: 9,630 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares 9,630 $311K 0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,785 shares; 2025Q1: 1,784 shares; 2025Q2: 3,096 shares; 2025Q3: 3,292 shares; 2025Q4: 3,337 shares; 2026Q1: 4,677 shares 4,677 $310K 0.01% +1,340 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,957 shares; 2025Q1: 3,692 shares; 2025Q2: 3,970 shares; 2025Q3: 8,380 shares; 2025Q4: 8,204 shares; 2026Q1: 7,926 shares 7,926 $309K 0.01% -278 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,481 shares; 2025Q1: 4,342 shares; 2025Q2: 4,366 shares; 2025Q3: 4,331 shares; 2025Q4: 5,762 shares; 2026Q1: 6,195 shares 6,195 $308K 0.01% +433 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,847 shares; 2025Q1: 9,235 shares; 2025Q2: 9,215 shares; 2025Q3: 9,252 shares; 2025Q4: 9,232 shares; 2026Q1: 10,272 shares 10,272 $308K 0.01% +1,040 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,922 shares; 2025Q1: 4,863 shares; 2025Q2: 3,467 shares; 2025Q3: 3,636 shares; 2025Q4: 3,870 shares; 2026Q1: 4,424 shares 4,424 $307K 0.01% +554 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,793 shares; 2026Q1: 6,859 shares 6,859 $306K 0.01% +66 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: 1,565 shares; 2024Q4: 1,579 shares; 2025Q1: 1,455 shares; 2025Q2: 2,706 shares; 2025Q3: 2,834 shares; 2025Q4: 2,570 shares; 2026Q1: 2,467 shares 2,467 $304K 0.01% -103 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,268 shares; 2025Q1: 1,132 shares; 2025Q2: 2,034 shares; 2025Q3: 1,977 shares; 2025Q4: 1,929 shares; 2026Q1: 2,117 shares 2,117 $304K 0.01% +188 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 20,370 shares; 2025Q1: 17,904 shares; 2025Q2: 26,252 shares; 2025Q3: 22,370 shares; 2025Q4: 25,138 shares; 2026Q1: 30,272 shares 30,272 $303K 0.01% +5,134 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 2,992 shares; 2025Q1: 2,912 shares; 2025Q2: 3,004 shares; 2025Q3: 3,088 shares; 2025Q4: 3,222 shares; 2026Q1: 3,341 shares 3,341 $303K 0.01% +119 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: 163 shares; 2024Q4: 194 shares; 2025Q1: 163 shares; 2025Q2: 48 shares; 2025Q3: 13 shares; 2025Q4: 45 shares; 2026Q1: 1,293 shares 1,293 $303K 0.01% +1,248 Timeline EWN 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: 701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 5,245 shares 5,245 $302K 0.01% +685 Timeline EDOW 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: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 2,574 shares; 2026Q1: 7,431 shares 7,431 $301K 0.01% +4,857 Timeline ILF 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: 328 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,474 shares; 2026Q1: 8,474 shares 8,474 $301K 0.01% +1,000 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,272 shares; 2025Q1: 1,718 shares; 2025Q2: 1,945 shares; 2025Q3: 2,373 shares; 2025Q4: 2,917 shares; 2026Q1: 3,250 shares 3,250 $300K 0.01% +333 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,419 shares; 2025Q1: 3,774 shares; 2025Q2: 2,895 shares; 2025Q3: 3,501 shares; 2025Q4: 4,943 shares; 2026Q1: 5,673 shares 5,673 $299K 0.01% +730 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,251 shares; 2025Q1: 3,616 shares; 2025Q2: 3,299 shares; 2025Q3: 3,093 shares; 2025Q4: 2,854 shares; 2026Q1: 2,970 shares 2,970 $299K 0.01% +116 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 5,363 shares; 2025Q1: 5,451 shares; 2025Q2: 5,002 shares; 2025Q3: 4,487 shares; 2025Q4: 5,395 shares; 2026Q1: 5,380 shares 5,380 $297K 0.01% -15 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: 2,188 shares; 2024Q4: 2,317 shares; 2025Q1: 2,887 shares; 2025Q2: 3,116 shares; 2025Q3: 3,140 shares; 2025Q4: 3,946 shares; 2026Q1: 3,033 shares 3,033 $297K 0.01% -913 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,270 shares; 2025Q1: 3,325 shares; 2025Q2: 3,475 shares; 2025Q3: 3,034 shares; 2025Q4: 3,161 shares; 2026Q1: 3,830 shares 3,830 $295K 0.01% +669 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,745 shares; 2025Q2: 6,659 shares; 2025Q3: 6,665 shares; 2025Q4: 6,901 shares; 2026Q1: 7,330 shares 7,330 $295K 0.01% +429 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 12,600 shares 12,600 $295K 0.01% +10,600 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 831 shares; 2025Q1: 862 shares; 2025Q2: 817 shares; 2025Q3: 796 shares; 2025Q4: 826 shares; 2026Q1: 891 shares 891 $295K 0.01% +65 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,428 shares; 2025Q1: 1,347 shares; 2025Q2: 1,328 shares; 2025Q3: 1,317 shares; 2025Q4: 945 shares; 2026Q1: 984 shares 984 $294K 0.01% +39 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 799 shares; 2025Q1: 837 shares; 2025Q2: 718 shares; 2025Q3: 734 shares; 2025Q4: 752 shares; 2026Q1: 933 shares 933 $294K 0.01% +181 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,287 shares; 2025Q3: 3,287 shares; 2025Q4: 3,130 shares; 2026Q1: 3,095 shares 3,095 $293K 0.01% -35 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 163 shares; 2025Q2: 356 shares; 2025Q3: 1,026 shares; 2025Q4: 4,435 shares; 2026Q1: 3,524 shares 3,524 $292K 0.01% -911 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,142 shares; 2025Q1: 8,839 shares; 2025Q2: 9,396 shares; 2025Q3: 9,227 shares; 2025Q4: 9,142 shares; 2026Q1: 11,232 shares 11,232 $292K 0.01% +2,090 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,079 shares; 2025Q1: 5,388 shares; 2025Q2: 8,296 shares; 2025Q3: 8,545 shares; 2025Q4: 9,511 shares; 2026Q1: 11,125 shares 11,125 $291K 0.01% +1,614 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 19,860 shares; 2025Q1: 20,708 shares; 2025Q2: 18,012 shares; 2025Q3: 18,041 shares; 2025Q4: 23,335 shares; 2026Q1: 15,808 shares 15,808 $291K 0.01% -7,527 Timeline BLV 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: 727 shares; 2024Q4: 430 shares; 2025Q1: 638 shares; 2025Q2: 5,385 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares 4,215 $290K 0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 992 shares; 2025Q1: 2,137 shares; 2025Q2: 1,691 shares; 2025Q3: 1,485 shares; 2025Q4: 1,789 shares; 2026Q1: 2,035 shares 2,035 $289K 0.01% +246 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,470 shares; 2025Q1: 4,093 shares; 2025Q2: 3,674 shares; 2025Q3: 3,655 shares; 2025Q4: 3,665 shares; 2026Q1: 4,971 shares 4,971 $289K 0.01% +1,306 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,633 shares; 2025Q3: 4,214 shares; 2025Q4: 5,229 shares; 2026Q1: 7,066 shares 7,066 $288K 0.01% +1,837 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,575 shares; 2025Q1: 3,792 shares; 2025Q2: 3,819 shares; 2025Q3: 2,807 shares; 2025Q4: 2,994 shares; 2026Q1: 3,112 shares 3,112 $287K 0.01% +118 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 928 shares; 2025Q1: 893 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 832 shares; 2026Q1: 846 shares 846 $287K 0.01% +14 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,847 shares; 2025Q1: 1,746 shares; 2025Q2: 1,458 shares; 2025Q3: 1,469 shares; 2025Q4: 1,523 shares; 2026Q1: 1,692 shares 1,692 $285K 0.01% +169 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: 7,488 shares; 2024Q4: 7,488 shares; 2025Q1: 7,488 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,818 shares; 2026Q1: 8,053 shares 8,053 $285K 0.01% +1,235 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 7,548 shares; 2025Q3: 7,658 shares; 2025Q4: 7,474 shares; 2026Q1: 7,927 shares 7,927 $285K 0.01% +453 Timeline SPBO 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: 14,513 shares; 2024Q4: 17,057 shares; 2025Q1: 9,886 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 20,236 shares; 2026Q1: 9,794 shares 9,794 $284K 0.01% -10,442 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,560 shares; 2025Q1: 1,551 shares; 2025Q2: 1,511 shares; 2025Q3: 1,513 shares; 2025Q4: 1,317 shares; 2026Q1: 1,385 shares 1,385 $284K 0.01% +68 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 468 shares; 2025Q1: 1,666 shares; 2025Q2: 2,198 shares; 2025Q3: 2,512 shares; 2025Q4: 2,465 shares; 2026Q1: 2,221 shares 2,221 $284K 0.01% -244 Timeline XOP 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: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 1,556 shares 1,556 $283K 0.01% -885 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 7,186 shares; 2025Q3: 7,186 shares; 2025Q4: 7,186 shares; 2026Q1: 7,186 shares 7,186 $282K 0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,095 shares; 2025Q1: 1,170 shares; 2025Q2: 998 shares; 2025Q3: 988 shares; 2025Q4: 974 shares; 2026Q1: 1,016 shares 1,016 $281K 0.01% +42 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares 3,031 $281K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 5,615 shares 5,615 $279K 0.01% +5,241 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,015 shares; 2025Q1: 4,154 shares; 2025Q2: 3,705 shares; 2025Q3: 3,950 shares; 2025Q4: 4,166 shares; 2026Q1: 4,098 shares 4,098 $279K 0.01% -68 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,271 shares; 2025Q1: 3,849 shares; 2025Q2: 3,449 shares; 2025Q3: 3,629 shares; 2025Q4: 3,242 shares; 2026Q1: 3,469 shares 3,469 $278K 0.01% +227 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,964 shares; 2025Q1: 2,515 shares; 2025Q2: 3,661 shares; 2025Q3: 3,776 shares; 2025Q4: 3,823 shares; 2026Q1: 4,021 shares 4,021 $278K 0.01% +198 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,798 shares; 2025Q1: 4,594 shares; 2025Q2: 4,081 shares; 2025Q3: 4,062 shares; 2025Q4: 3,316 shares; 2026Q1: 3,367 shares 3,367 $278K 0.01% +51 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 4,130 shares; 2025Q1: 4,139 shares; 2025Q2: 3,603 shares; 2025Q3: 3,527 shares; 2025Q4: 4,084 shares; 2026Q1: 3,867 shares 3,867 $278K 0.01% -217 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,681 shares; 2025Q4: 2,777 shares; 2026Q1: 2,850 shares 2,850 $277K <0.01% +73 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 14,452 shares; 2025Q1: 8,807 shares; 2025Q2: 20,065 shares; 2025Q3: 19,753 shares; 2025Q4: 13,534 shares; 2026Q1: 12,660 shares 12,660 $277K <0.01% -874 Timeline RWK 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: 2,237 shares; 2024Q4: 2,245 shares; 2025Q1: 2,220 shares; 2025Q2: 2,223 shares; 2025Q3: 2,119 shares; 2025Q4: 2,167 shares; 2026Q1: 2,151 shares 2,151 $276K <0.01% -16 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 317 shares; 2025Q1: 341 shares; 2025Q2: 468 shares; 2025Q3: 481 shares; 2025Q4: 568 shares; 2026Q1: 724 shares 724 $275K <0.01% +156 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 57,002 shares; 2025Q1: 45,200 shares; 2025Q2: 45,200 shares; 2025Q3: 45,200 shares; 2025Q4: 30,926 shares; 2026Q1: 30,926 shares 30,926 $275K <0.01% 0 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 9,325 shares; 2025Q1: 9,385 shares; 2025Q2: 13,425 shares; 2025Q3: 13,406 shares; 2025Q4: 15,451 shares; 2026Q1: 16,388 shares 16,388 $274K <0.01% +937 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: 516 shares; 2024Q4: 534 shares; 2025Q1: 601 shares; 2025Q2: 548 shares; 2025Q3: 609 shares; 2025Q4: 663 shares; 2026Q1: 753 shares 753 $274K <0.01% +90 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,290 shares; 2025Q1: 1,245 shares; 2025Q2: 1,494 shares; 2025Q3: 1,208 shares; 2025Q4: 1,098 shares; 2026Q1: 1,113 shares 1,113 $273K <0.01% +15 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: 1,515 shares; 2024Q4: 1,590 shares; 2025Q1: 1,489 shares; 2025Q2: 1,494 shares; 2025Q3: 1,373 shares; 2025Q4: 1,865 shares; 2026Q1: 1,676 shares 1,676 $272K <0.01% -189 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: 9,036 shares; 2024Q4: 7,653 shares; 2025Q1: 8,101 shares; 2025Q2: 6,833 shares; 2025Q3: 6,044 shares; 2025Q4: 5,386 shares; 2026Q1: 7,245 shares 7,245 $272K <0.01% +1,859 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 936 shares; 2025Q1: 1,143 shares; 2025Q2: 3,407 shares; 2025Q3: 3,588 shares; 2025Q4: 4,293 shares; 2026Q1: 4,156 shares 4,156 $272K <0.01% -137 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 2,745 shares 2,745 $272K <0.01% +1,745 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,235 shares; 2024Q4: 14,391 shares; 2025Q1: 7,488 shares; 2025Q2: 4,778 shares; 2025Q3: 4,334 shares; 2025Q4: 4,256 shares; 2026Q1: 4,006 shares 4,006 $271K <0.01% -250 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,331 shares; 2024Q4: 18,683 shares; 2025Q1: 7,809 shares; 2025Q2: 17,169 shares; 2025Q3: 16,505 shares; 2025Q4: 19,979 shares; 2026Q1: 20,894 shares 20,894 $271K <0.01% +915 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 2,570 shares; 2025Q1: 2,447 shares; 2025Q2: 2,333 shares; 2025Q3: 2,337 shares; 2025Q4: 2,458 shares; 2026Q1: 5,414 shares 5,414 $270K <0.01% +2,956 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,210 shares; 2025Q1: 2,388 shares; 2025Q2: 2,712 shares; 2025Q3: 3,152 shares; 2025Q4: 2,909 shares; 2026Q1: 3,106 shares 3,106 $270K <0.01% +197 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: 795 shares; 2024Q4: 835 shares; 2025Q1: 926 shares; 2025Q2: 1,046 shares; 2025Q3: 1,866 shares; 2025Q4: 1,977 shares; 2026Q1: 1,964 shares 1,964 $268K <0.01% -13 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,764 shares; 2024Q4: 31,764 shares; 2025Q1: 34,569 shares; 2025Q2: 39,097 shares; 2025Q3: 39,097 shares; 2025Q4: 39,114 shares; 2026Q1: 39,292 shares 39,292 $268K <0.01% +178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,142 shares 6,142 $268K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 4,202 shares; 2025Q1: 4,034 shares; 2025Q2: 4,125 shares; 2025Q3: 4,031 shares; 2025Q4: 3,714 shares; 2026Q1: 4,273 shares 4,273 $267K <0.01% +559 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,591 shares; 2025Q1: 1,773 shares; 2025Q2: 1,572 shares; 2025Q3: 1,701 shares; 2025Q4: 1,731 shares; 2026Q1: 1,910 shares 1,910 $267K <0.01% +179 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,802 shares; 2025Q1: 4,889 shares; 2025Q2: 3,563 shares; 2025Q3: 3,470 shares; 2025Q4: 3,731 shares; 2026Q1: 4,486 shares 4,486 $266K <0.01% +755 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,750 shares 6,750 $266K <0.01% new Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 190 shares; 2025Q1: 463 shares; 2025Q2: 399 shares; 2025Q3: 382 shares; 2025Q4: 1,078 shares; 2026Q1: 1,276 shares 1,276 $266K <0.01% +198 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,277 shares; 2025Q1: 2,382 shares; 2025Q2: 4,430 shares; 2025Q3: 3,931 shares; 2025Q4: 4,240 shares; 2026Q1: 4,606 shares 4,606 $265K <0.01% +366 Timeline FALN 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: 9,914 shares; 2024Q4: 9,914 shares; 2025Q1: 9,914 shares; 2025Q2: 9,914 shares; 2025Q3: 9,914 shares; 2025Q4: 9,914 shares; 2026Q1: 9,914 shares 9,914 $265K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 2,411 shares; 2025Q2: 8,625 shares; 2025Q3: 8,933 shares; 2025Q4: 8,861 shares; 2026Q1: 8,821 shares 8,821 $265K <0.01% -40 Timeline