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PERSONAL CFO SOLUTIONS, LLC

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13F filer, CIK 1677501, CHESTER, NJ

PERSONAL CFO SOLUTIONS, LLC reported $711,929,267 across 520 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 32.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001677501-26-000005

Period
2026-03-31
Reported value
$712M
Holdings
520
Top 10 weight
32.46%
New
69
Sold out
53

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PJANnew+593,514$27.4M
BALTnew+550,278$18.4M
IFEBnew+540,694$16.1M
SHVnew+128,329$14.2M
BJANnew+234,460$12.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWMreduced-55,831-$13.8M
FNCLexited-116,387-$9.05M
IWFexited-18,329-$8.68M
AZNexited-20,145-$1.85M
OMCexited-16,956-$1.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001677501-26-000005, largest first. % of portfolio is the value over $711,929,267, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,795 shares; 2024Q4: 193,753 shares; 2025Q1: 193,555 shares; 2025Q2: 193,262 shares; 2025Q3: 193,151 shares; 2025Q4: 193,025 shares; 2026Q1: 192,182 shares 192,182$62.8M8.82%-843Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,029 shares; 2024Q4: 109,617 shares; 2025Q1: 109,242 shares; 2025Q2: 109,455 shares; 2025Q3: 106,418 shares; 2025Q4: 140,740 shares; 2026Q1: 137,617 shares 137,617$34.9M4.91%-3,123Timeline
PJANINNOVATOR ETFS TRUSTQuarterly 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: 593,514 shares 593,514$27.4M3.85%newTimeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550,278 shares 550,278$18.4M2.59%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,122 shares; 2024Q4: 56,216 shares; 2025Q1: 57,151 shares; 2025Q2: 59,114 shares; 2025Q3: 58,597 shares; 2025Q4: 58,417 shares; 2026Q1: 57,162 shares 57,162$16.4M2.31%-1,255Timeline
IFEBINNOVATOR ETFS TRUSTQuarterly 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: 540,694 shares 540,694$16.1M2.26%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,826 shares; 2024Q4: 54,540 shares; 2025Q1: 61,547 shares; 2025Q2: 94,192 shares; 2025Q3: 82,722 shares; 2025Q4: 88,624 shares; 2026Q1: 88,864 shares 88,864$15.5M2.18%+240Timeline
SHVISHARES TRQuarterly 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: 128,329 shares 128,329$14.2M1.99%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,439 shares; 2024Q4: 30,878 shares; 2025Q1: 31,837 shares; 2025Q2: 33,003 shares; 2025Q3: 34,677 shares; 2025Q4: 35,655 shares; 2026Q1: 34,622 shares 34,622$12.8M1.8%-1,033Timeline
BJANINNOVATOR ETFS TRUSTQuarterly 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: 234,460 shares 234,460$12.5M1.76%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,228 shares; 2024Q4: 67,365 shares; 2025Q1: 64,884 shares; 2025Q2: 59,785 shares; 2025Q3: 60,462 shares; 2025Q4: 64,868 shares; 2026Q1: 58,801 shares 58,801$12.2M1.72%-6,067Timeline
TMBTHORNBURG ETF TRQuarterly 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: 447,977 shares; 2026Q1: 444,552 shares 444,552$11.3M1.59%-3,425Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,543 shares; 2024Q4: 59,484 shares; 2025Q1: 59,310 shares; 2025Q2: 59,268 shares; 2025Q3: 59,249 shares; 2025Q4: 59,384 shares; 2026Q1: 59,379 shares 59,379$11.3M1.59%-5Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,303 shares; 2024Q4: 41,789 shares; 2025Q1: 39,951 shares; 2025Q2: 36,714 shares; 2025Q3: 35,084 shares; 2025Q4: 38,704 shares; 2026Q1: 37,508 shares 37,508$10.8M1.51%-1,196Timeline
KFEBINNOVATOR ETFS TRUSTQuarterly 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: 301,625 shares 301,625$8.47M1.19%newTimeline
XBJAINNOVATOR ETFS TRUSTQuarterly 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: 269,799 shares 269,799$8.44M1.19%newTimeline
NJANINNOVATOR ETFS TRUSTQuarterly 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: 157,211 shares 157,211$8.39M1.18%newTimeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,452 shares; 2024Q4: 126,694 shares; 2025Q1: 94,302 shares; 2025Q2: 100,846 shares; 2025Q3: 115,630 shares; 2025Q4: 120,551 shares; 2026Q1: 157,306 shares 157,306$7.27M1.02%+36,755Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: not reported; 2025Q1: 5,289 shares; 2025Q2: 42,163 shares; 2025Q3: not reported; 2025Q4: 51,249 shares; 2026Q1: 54,775 shares 54,775$6.1M0.86%+3,526Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 8,911 shares; 2025Q1: 9,383 shares; 2025Q2: 10,251 shares; 2025Q3: 9,074 shares; 2025Q4: 9,416 shares; 2026Q1: 9,163 shares 9,163$5.98M0.84%-253Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,837 shares; 2025Q1: 15,810 shares; 2025Q2: 14,603 shares; 2025Q3: 15,823 shares; 2025Q4: 16,255 shares; 2026Q1: 17,107 shares 17,107$5.8M0.81%+852Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,667 shares; 2025Q1: 9,861 shares; 2025Q2: 10,653 shares; 2025Q3: 16,646 shares; 2025Q4: 17,112 shares; 2026Q1: 17,627 shares 17,627$5.46M0.77%+515Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,757 shares; 2024Q4: 12,142 shares; 2025Q1: 12,158 shares; 2025Q2: 12,876 shares; 2025Q3: 13,344 shares; 2025Q4: 13,408 shares; 2026Q1: 12,564 shares 12,564$5.41M0.76%-844Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,790 shares; 2024Q4: 200,667 shares; 2025Q1: 204,016 shares; 2025Q2: not reported; 2025Q3: 195,867 shares; 2025Q4: 175,888 shares; 2026Q1: 170,652 shares 170,652$5.24M0.74%-5,236Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,966 shares; 2025Q1: 10,193 shares; 2025Q2: 10,402 shares; 2025Q3: 10,455 shares; 2025Q4: 11,023 shares; 2026Q1: 10,580 shares 10,580$5.07M0.71%-443Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,986 shares; 2024Q4: 17,507 shares; 2025Q1: 18,014 shares; 2025Q2: 18,244 shares; 2025Q3: 24,731 shares; 2025Q4: 25,189 shares; 2026Q1: 24,262 shares 24,262$5.02M0.71%-927Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,297 shares; 2024Q4: 27,727 shares; 2025Q1: 29,261 shares; 2025Q2: 30,166 shares; 2025Q3: 30,285 shares; 2025Q4: 31,156 shares; 2026Q1: 27,189 shares 27,189$4.61M0.65%-3,967Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 10,449 shares; 2025Q1: 12,386 shares; 2025Q2: 9,302 shares; 2025Q3: 9,844 shares; 2025Q4: 9,888 shares; 2026Q1: 12,214 shares 12,214$4.54M0.64%+2,326Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,882 shares; 2024Q4: 5,102 shares; 2025Q1: 5,461 shares; 2025Q2: 5,828 shares; 2025Q3: 6,156 shares; 2025Q4: 6,666 shares; 2026Q1: 7,392 shares 7,392$4.23M0.59%+726Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 3,302 shares; 2025Q1: 4,177 shares; 2025Q2: 4,466 shares; 2025Q3: 4,353 shares; 2025Q4: 4,635 shares; 2026Q1: 4,480 shares 4,480$4.12M0.58%-155Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,116 shares; 2025Q1: 3,163 shares; 2025Q2: 3,401 shares; 2025Q3: 3,472 shares; 2025Q4: 3,071 shares; 2026Q1: 8,309 shares 8,309$4.12M0.58%+5,238Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,849 shares; 2024Q4: 13,691 shares; 2025Q1: 14,128 shares; 2025Q2: 13,756 shares; 2025Q3: 12,548 shares; 2025Q4: 12,795 shares; 2026Q1: 12,336 shares 12,336$3.73M0.52%-459Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 14,312 shares; 2025Q1: 16,158 shares; 2025Q2: 18,793 shares; 2025Q3: 18,904 shares; 2025Q4: 18,724 shares; 2026Q1: 18,209 shares 18,209$3.62M0.51%-515Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,551 shares; 2025Q1: 7,593 shares; 2025Q2: 7,310 shares; 2025Q3: 7,210 shares; 2025Q4: 7,099 shares; 2026Q1: 6,832 shares 6,832$3.41M0.48%-267Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,242 shares; 2024Q4: 75,183 shares; 2025Q1: 72,813 shares; 2025Q2: 73,632 shares; 2025Q3: 67,633 shares; 2025Q4: 67,823 shares; 2026Q1: 67,015 shares 67,015$3.36M0.47%-808Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,472 shares; 2024Q4: 47,430 shares; 2025Q1: 50,058 shares; 2025Q2: 41,946 shares; 2025Q3: 47,784 shares; 2025Q4: 48,051 shares; 2026Q1: 42,189 shares 42,189$3.36M0.47%-5,862Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,584 shares; 2024Q4: 12,688 shares; 2025Q1: 13,214 shares; 2025Q2: 13,082 shares; 2025Q3: 13,443 shares; 2025Q4: 13,554 shares; 2026Q1: 13,370 shares 13,370$3.27M0.46%-184Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 11,355 shares; 2025Q1: 11,060 shares; 2025Q2: 9,968 shares; 2025Q3: 9,302 shares; 2025Q4: 8,850 shares; 2026Q1: 10,622 shares 10,622$3.21M0.45%+1,772Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,610 shares; 2024Q4: 16,476 shares; 2025Q1: 16,724 shares; 2025Q2: 16,066 shares; 2025Q3: 16,121 shares; 2025Q4: 16,082 shares; 2026Q1: 15,831 shares 15,831$3.05M0.43%-251Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 9,463 shares; 2025Q1: 9,320 shares; 2025Q2: 10,382 shares; 2025Q3: 10,589 shares; 2025Q4: 10,304 shares; 2026Q1: 9,851 shares 9,851$2.9M0.41%-453Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,181 shares; 2024Q4: 54,228 shares; 2025Q1: 53,822 shares; 2025Q2: 25,093 shares; 2025Q3: 24,441 shares; 2025Q4: 24,439 shares; 2026Q1: 23,904 shares 23,904$2.9M0.41%-535Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,683 shares; 2025Q1: 3,027 shares; 2025Q2: 3,227 shares; 2025Q3: 2,925 shares; 2025Q4: 23,448 shares; 2026Q1: 27,431 shares 27,431$2.64M0.37%+3,983Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,680 shares; 2024Q4: 17,350 shares; 2025Q1: 20,006 shares; 2025Q2: 19,354 shares; 2025Q3: 16,642 shares; 2025Q4: 16,185 shares; 2026Q1: 17,496 shares 17,496$2.57M0.36%+1,311Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,637 shares; 2025Q1: 6,254 shares; 2025Q2: 13,885 shares; 2025Q3: 14,376 shares; 2025Q4: 14,689 shares; 2026Q1: 15,171 shares 15,171$2.53M0.36%+482Timeline
EJANINNOVATOR ETFS TRUSTQuarterly 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: 74,162 shares 74,162$2.52M0.35%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,302 shares; 2024Q4: 81,687 shares; 2025Q1: 81,510 shares; 2025Q2: 82,157 shares; 2025Q3: 92,215 shares; 2025Q4: 88,064 shares; 2026Q1: 85,776 shares 85,776$2.49M0.35%-2,288Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,966 shares; 2024Q4: 48,210 shares; 2025Q1: 48,821 shares; 2025Q2: 47,899 shares; 2025Q3: 47,630 shares; 2025Q4: 47,293 shares; 2026Q1: 36,105 shares 36,105$2.42M0.34%-11,188Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,623 shares; 2025Q4: 42,939 shares; 2026Q1: 38,677 shares 38,677$2.37M0.33%-4,262Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 1,987 shares; 2025Q1: 2,126 shares; 2025Q2: 2,128 shares; 2025Q3: 2,373 shares; 2025Q4: 2,524 shares; 2026Q1: 2,687 shares 2,687$2.33M0.33%+163Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,438 shares; 2024Q4: 19,095 shares; 2025Q1: 17,546 shares; 2025Q2: 17,436 shares; 2025Q3: 17,384 shares; 2025Q4: 17,166 shares; 2026Q1: 16,820 shares 16,820$2.28M0.32%-346Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,618 shares; 2025Q1: 1,831 shares; 2025Q2: 1,866 shares; 2025Q3: 2,108 shares; 2025Q4: 2,167 shares; 2026Q1: 1,711 shares 1,711$2.26M0.32%-456Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 2,496 shares; 2025Q1: 1,955 shares; 2025Q2: 2,242 shares; 2025Q3: 2,320 shares; 2025Q4: 12,735 shares; 2026Q1: 21,580 shares 21,580$2.26M0.32%+8,845Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,622 shares; 2025Q2: 2,992 shares; 2025Q3: 6,220 shares; 2025Q4: 5,734 shares; 2026Q1: 5,430 shares 5,430$2.13M0.3%-304Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,604 shares; 2024Q4: 19,340 shares; 2025Q1: 17,653 shares; 2025Q2: 18,398 shares; 2025Q3: 14,475 shares; 2025Q4: 15,868 shares; 2026Q1: 17,748 shares 17,748$2.11M0.3%+1,880Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,864 shares; 2025Q1: 9,877 shares; 2025Q2: 9,456 shares; 2025Q3: 6,436 shares; 2025Q4: 6,406 shares; 2026Q1: 6,111 shares 6,111$2.1M0.29%-295Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,912 shares; 2025Q1: 7,113 shares; 2025Q2: 7,130 shares; 2025Q3: 7,184 shares; 2025Q4: 7,270 shares; 2026Q1: 7,329 shares 7,329$2.08M0.29%+59Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,517 shares 10,517$2.07M0.29%newTimeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 3,274 shares; 2025Q1: 5,784 shares; 2025Q2: 5,403 shares; 2025Q3: 5,194 shares; 2025Q4: 4,937 shares; 2026Q1: 6,331 shares 6,331$2.04M0.29%+1,394Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 6,011 shares; 2025Q1: 5,301 shares; 2025Q2: 5,156 shares; 2025Q3: 4,719 shares; 2025Q4: 4,715 shares; 2026Q1: 10,242 shares 10,242$2.03M0.29%+5,527Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,975 shares; 2025Q1: 3,118 shares; 2025Q2: 2,688 shares; 2025Q3: 2,648 shares; 2025Q4: 2,721 shares; 2026Q1: 2,395 shares 2,395$2.03M0.28%-326Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,667 shares 17,667$2M0.28%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 16,835 shares; 2025Q1: 18,745 shares; 2025Q2: 18,376 shares; 2025Q3: 17,553 shares; 2025Q4: 18,957 shares; 2026Q1: 15,851 shares 15,851$1.97M0.28%-3,106Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,644 shares; 2024Q4: 20,121 shares; 2025Q1: 21,854 shares; 2025Q2: 22,153 shares; 2025Q3: 23,002 shares; 2025Q4: 25,179 shares; 2026Q1: 25,502 shares 25,502$1.95M0.27%+323Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,830 shares; 2024Q4: 85,104 shares; 2025Q1: 85,164 shares; 2025Q2: 67,760 shares; 2025Q3: 69,136 shares; 2025Q4: 68,466 shares; 2026Q1: 68,233 shares 68,233$1.92M0.27%-233Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,908 shares; 2025Q1: 3,021 shares; 2025Q2: 2,120 shares; 2025Q3: 2,560 shares; 2025Q4: 3,111 shares; 2026Q1: 11,831 shares 11,831$1.81M0.25%+8,720Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,784 shares; 2024Q4: 34,059 shares; 2025Q1: 36,838 shares; 2025Q2: 36,557 shares; 2025Q3: 36,942 shares; 2025Q4: 36,958 shares; 2026Q1: 37,026 shares 37,026$1.81M0.25%+68Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,469 shares; 2025Q1: 6,504 shares; 2025Q2: 4,812 shares; 2025Q3: 5,342 shares; 2025Q4: 5,210 shares; 2026Q1: 7,374 shares 7,374$1.79M0.25%+2,164Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 9,920 shares; 2025Q1: 10,145 shares; 2025Q2: 11,127 shares; 2025Q3: 12,050 shares; 2025Q4: 12,492 shares; 2026Q1: 11,854 shares 11,854$1.73M0.24%-638Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 15,607 shares; 2025Q1: 14,047 shares; 2025Q2: 14,576 shares; 2025Q3: 14,897 shares; 2025Q4: 15,363 shares; 2026Q1: 19,842 shares 19,842$1.64M0.23%+4,479Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 17,690 shares; 2025Q1: 17,656 shares; 2025Q2: 18,134 shares; 2025Q3: 18,012 shares; 2025Q4: 15,374 shares; 2026Q1: 14,977 shares 14,977$1.64M0.23%-397Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,661 shares; 2024Q4: 11,856 shares; 2025Q1: 11,112 shares; 2025Q2: 11,816 shares; 2025Q3: 11,296 shares; 2025Q4: 12,369 shares; 2026Q1: 13,969 shares 13,969$1.58M0.22%+1,600Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 23,945 shares; 2025Q1: 23,972 shares; 2025Q2: 24,093 shares; 2025Q3: 24,067 shares; 2025Q4: 23,438 shares; 2026Q1: 23,802 shares 23,802$1.58M0.22%+364Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 10,771 shares; 2025Q1: 11,614 shares; 2025Q2: 9,867 shares; 2025Q3: 10,737 shares; 2025Q4: 11,046 shares; 2026Q1: 17,689 shares 17,689$1.55M0.22%+6,643Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,073 shares; 2025Q1: 8,078 shares; 2025Q2: 5,392 shares; 2025Q3: 6,927 shares; 2025Q4: 6,199 shares; 2026Q1: 7,213 shares 7,213$1.54M0.22%+1,014Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,765 shares; 2024Q4: 82,191 shares; 2025Q1: 82,034 shares; 2025Q2: 78,877 shares; 2025Q3: 79,891 shares; 2025Q4: 79,905 shares; 2026Q1: 79,918 shares 79,918$1.54M0.22%+13Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,352 shares; 2025Q1: 1,519 shares; 2025Q2: 1,634 shares; 2025Q3: 1,628 shares; 2025Q4: 1,483 shares; 2026Q1: 1,547 shares 1,547$1.54M0.22%+64Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 12,473 shares; 2025Q1: 16,378 shares; 2025Q2: 16,630 shares; 2025Q3: 17,139 shares; 2025Q4: 18,808 shares; 2026Q1: 19,655 shares 19,655$1.53M0.21%+847Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,159 shares; 2025Q1: 4,383 shares; 2025Q2: 4,129 shares; 2025Q3: 5,399 shares; 2025Q4: 4,649 shares; 2026Q1: 5,580 shares 5,580$1.51M0.21%+931Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,789 shares; 2025Q1: 4,784 shares; 2025Q2: 7,202 shares; 2025Q3: 7,214 shares; 2025Q4: 9,534 shares; 2026Q1: 9,559 shares 9,559$1.49M0.21%+25Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 5,585 shares; 2025Q1: 3,798 shares; 2025Q2: 6,363 shares; 2025Q3: 6,217 shares; 2025Q4: 5,994 shares; 2026Q1: 6,046 shares 6,046$1.48M0.21%+52Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,672 shares 7,672$1.47M0.21%newTimeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 6,722 shares; 2025Q1: 6,401 shares; 2025Q2: 6,593 shares; 2025Q3: 6,547 shares; 2025Q4: 6,382 shares; 2026Q1: 5,822 shares 5,822$1.44M0.2%-560Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,276 shares; 2024Q4: 16,676 shares; 2025Q1: 17,457 shares; 2025Q2: 17,030 shares; 2025Q3: 17,085 shares; 2025Q4: 17,260 shares; 2026Q1: 14,919 shares 14,919$1.43M0.2%-2,341Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,513 shares; 2024Q4: 52,994 shares; 2025Q1: 50,321 shares; 2025Q2: 49,631 shares; 2025Q3: 48,582 shares; 2025Q4: 47,229 shares; 2026Q1: 48,898 shares 48,898$1.4M0.2%+1,669Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 9,653 shares; 2025Q1: 11,629 shares; 2025Q2: 11,419 shares; 2025Q3: 11,810 shares; 2025Q4: 10,971 shares; 2026Q1: 34,585 shares 34,585$1.4M0.2%+23,614Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 20,329 shares; 2025Q1: 20,450 shares; 2025Q2: 20,513 shares; 2025Q3: 20,949 shares; 2025Q4: 24,490 shares; 2026Q1: 24,671 shares 24,671$1.39M0.2%+181Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,888 shares; 2025Q1: 4,561 shares; 2025Q2: 4,837 shares; 2025Q3: 8,702 shares; 2025Q4: 8,108 shares; 2026Q1: 8,658 shares 8,658$1.38M0.19%+550Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 8,742 shares; 2025Q1: 10,277 shares; 2025Q2: 11,308 shares; 2025Q3: 11,550 shares; 2025Q4: 11,226 shares; 2026Q1: 10,405 shares 10,405$1.37M0.19%-821Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 2,948 shares; 2025Q1: 3,118 shares; 2025Q2: 2,000 shares; 2025Q3: 2,687 shares; 2025Q4: 2,683 shares; 2026Q1: 3,105 shares 3,105$1.34M0.19%+422Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 13,827 shares; 2025Q1: 13,880 shares; 2025Q2: 13,915 shares; 2025Q3: 14,217 shares; 2025Q4: 13,615 shares; 2026Q1: 13,834 shares 13,834$1.34M0.19%+219Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 7,096 shares; 2025Q1: 9,145 shares; 2025Q2: 11,118 shares; 2025Q3: 17,402 shares; 2025Q4: 17,810 shares; 2026Q1: 18,541 shares 18,541$1.33M0.19%+731Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 11,407 shares; 2025Q1: 11,778 shares; 2025Q2: 12,731 shares; 2025Q3: 16,567 shares; 2025Q4: 14,702 shares; 2026Q1: 15,703 shares 15,703$1.31M0.18%+1,001Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,942 shares; 2025Q4: 3,276 shares; 2026Q1: 4,857 shares 4,857$1.31M0.18%+1,581Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 1,852 shares; 2025Q1: 1,828 shares; 2025Q2: 1,756 shares; 2025Q3: 1,691 shares; 2025Q4: 1,852 shares; 2026Q1: 1,695 shares 1,695$1.31M0.18%-157Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 5,098 shares; 2025Q1: 5,347 shares; 2025Q2: 5,820 shares; 2025Q3: 5,781 shares; 2025Q4: 4,221 shares; 2026Q1: 3,804 shares 3,804$1.3M0.18%-417Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,305 shares; 2024Q4: 23,263 shares; 2025Q1: 22,841 shares; 2025Q2: 23,534 shares; 2025Q3: 23,200 shares; 2025Q4: 23,986 shares; 2026Q1: 21,031 shares 21,031$1.3M0.18%-2,955Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 7,309 shares; 2025Q1: 7,374 shares; 2025Q2: 7,152 shares; 2025Q3: 10,358 shares; 2025Q4: 10,905 shares; 2026Q1: 9,533 shares 9,533$1.3M0.18%-1,372Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,511 shares; 2025Q1: 1,471 shares; 2025Q2: 1,590 shares; 2025Q3: 1,627 shares; 2025Q4: 1,702 shares; 2026Q1: 1,471 shares 1,471$1.28M0.18%-231Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 7,518 shares; 2025Q1: 7,347 shares; 2025Q2: 6,466 shares; 2025Q3: 6,281 shares; 2025Q4: 6,422 shares; 2026Q1: 5,854 shares 5,854$1.27M0.18%-568Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 7,693 shares; 2025Q1: 4,756 shares; 2025Q2: 10,087 shares; 2025Q3: not reported; 2025Q4: 7,317 shares; 2026Q1: 5,937 shares 5,937$1.27M0.18%-1,380Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,965 shares; 2024Q4: 11,674 shares; 2025Q1: 11,951 shares; 2025Q2: 14,263 shares; 2025Q3: 16,483 shares; 2025Q4: 16,047 shares; 2026Q1: 15,845 shares 15,845$1.26M0.18%-202Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 7,798 shares; 2025Q1: 7,899 shares; 2025Q2: 8,259 shares; 2025Q3: 8,288 shares; 2025Q4: 9,798 shares; 2026Q1: 8,672 shares 8,672$1.25M0.18%-1,126Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 9,570 shares; 2025Q1: 9,767 shares; 2025Q2: 9,532 shares; 2025Q3: 9,335 shares; 2025Q4: 9,342 shares; 2026Q1: 9,609 shares 9,609$1.24M0.17%+267Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,558 shares; 2024Q4: 17,314 shares; 2025Q1: 15,108 shares; 2025Q2: 14,876 shares; 2025Q3: 14,955 shares; 2025Q4: 14,749 shares; 2026Q1: 15,670 shares 15,670$1.24M0.17%+921Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,796 shares 5,796$1.22M0.17%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,066 shares; 2025Q1: 3,030 shares; 2025Q2: 3,142 shares; 2025Q3: 3,223 shares; 2025Q4: 3,271 shares; 2026Q1: 3,637 shares 3,637$1.2M0.17%+366Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,583 shares; 2024Q4: 37,972 shares; 2025Q1: 33,139 shares; 2025Q2: 28,143 shares; 2025Q3: 27,815 shares; 2025Q4: 24,998 shares; 2026Q1: 19,653 shares 19,653$1.19M0.17%-5,345Timeline
CAHCARDINAL HEALTH INCQuarterly 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: 2,034 shares; 2026Q1: 5,615 shares 5,615$1.19M0.17%+3,581Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 4,163 shares; 2025Q1: 4,980 shares; 2025Q2: 6,833 shares; 2025Q3: 6,957 shares; 2025Q4: 7,358 shares; 2026Q1: 6,482 shares 6,482$1.18M0.17%-876Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 8,552 shares; 2025Q1: 9,259 shares; 2025Q2: 10,303 shares; 2025Q3: 10,044 shares; 2025Q4: 10,167 shares; 2026Q1: 9,949 shares 9,949$1.18M0.17%-218Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,324 shares; 2025Q1: 3,375 shares; 2025Q2: 3,313 shares; 2025Q3: 2,027 shares; 2025Q4: 2,134 shares; 2026Q1: 2,329 shares 2,329$1.15M0.16%+195Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,160 shares; 2025Q1: 6,644 shares; 2025Q2: 6,653 shares; 2025Q3: 6,573 shares; 2025Q4: 6,151 shares; 2026Q1: 6,941 shares 6,941$1.14M0.16%+790Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 11,236 shares; 2025Q1: 11,457 shares; 2025Q2: 11,591 shares; 2025Q3: 11,291 shares; 2025Q4: 12,007 shares; 2026Q1: 12,004 shares 12,004$1.13M0.16%-3Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 1,054 shares; 2025Q1: 1,779 shares; 2025Q2: not reported; 2025Q3: 2,718 shares; 2025Q4: 2,700 shares; 2026Q1: 2,578 shares 2,578$1.13M0.16%-122Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,103 shares; 2025Q1: 9,254 shares; 2025Q2: 12,936 shares; 2025Q3: 12,615 shares; 2025Q4: 12,884 shares; 2026Q1: 12,320 shares 12,320$1.1M0.16%-564Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,287 shares; 2025Q1: 1,232 shares; 2025Q2: 986 shares; 2025Q3: 1,015 shares; 2025Q4: 2,321 shares; 2026Q1: 2,362 shares 2,362$1.09M0.15%+41Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 7,134 shares; 2025Q1: 7,791 shares; 2025Q2: 4,787 shares; 2025Q3: 7,909 shares; 2025Q4: 7,955 shares; 2026Q1: 18,345 shares 18,345$1.09M0.15%+10,390Timeline
RBARB GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 11,043 shares; 2025Q1: 11,053 shares; 2025Q2: 11,096 shares; 2025Q3: 11,096 shares; 2025Q4: 11,096 shares; 2026Q1: 11,192 shares 11,192$1.07M0.15%+96Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,772 shares; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,155 shares; 2025Q4: 1,223 shares; 2026Q1: 5,113 shares 5,113$1.07M0.15%+3,890Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 10,236 shares; 2025Q1: 11,972 shares; 2025Q2: 11,808 shares; 2025Q3: 11,694 shares; 2025Q4: 11,934 shares; 2026Q1: 11,455 shares 11,455$1.06M0.15%-479Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 629 shares; 2025Q1: 790 shares; 2025Q2: 938 shares; 2025Q3: 2,634 shares; 2025Q4: 2,646 shares; 2026Q1: 2,682 shares 2,682$1.06M0.15%+36Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 8,857 shares; 2025Q1: 8,016 shares; 2025Q2: 8,671 shares; 2025Q3: 8,627 shares; 2025Q4: 8,087 shares; 2026Q1: 8,176 shares 8,176$1.06M0.15%+89Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,901 shares; 2025Q1: 7,235 shares; 2025Q2: 7,087 shares; 2025Q3: 9,279 shares; 2025Q4: 9,921 shares; 2026Q1: 10,809 shares 10,809$1.04M0.15%+888Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,686 shares; 2025Q1: 2,512 shares; 2025Q2: 2,341 shares; 2025Q3: 2,310 shares; 2025Q4: 1,992 shares; 2026Q1: 2,141 shares 2,141$1.04M0.15%+149Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,867 shares; 2025Q1: 4,885 shares; 2025Q2: 4,345 shares; 2025Q3: 4,422 shares; 2025Q4: 4,527 shares; 2026Q1: 4,298 shares 4,298$1.02M0.14%-229Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,225 shares; 2025Q1: 3,107 shares; 2025Q2: 2,813 shares; 2025Q3: 2,796 shares; 2025Q4: 2,822 shares; 2026Q1: 2,833 shares 2,833$997K0.14%+11Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,611 shares; 2025Q1: 4,506 shares; 2025Q2: 4,382 shares; 2025Q3: 4,328 shares; 2025Q4: 3,846 shares; 2026Q1: 3,469 shares 3,469$995K0.14%-377Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,131 shares; 2024Q4: 15,224 shares; 2025Q1: 15,069 shares; 2025Q2: 15,010 shares; 2025Q3: 15,537 shares; 2025Q4: 16,165 shares; 2026Q1: 18,832 shares 18,832$989K0.14%+2,667Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,186 shares; 2025Q1: 2,959 shares; 2025Q2: 3,096 shares; 2025Q3: 2,645 shares; 2025Q4: 3,885 shares; 2026Q1: 4,991 shares 4,991$987K0.14%+1,106Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,601 shares; 2024Q4: 10,324 shares; 2025Q1: 10,088 shares; 2025Q2: 10,046 shares; 2025Q3: 10,045 shares; 2025Q4: 10,093 shares; 2026Q1: 10,238 shares 10,238$983K0.14%+145Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,228 shares; 2025Q1: 1,959 shares; 2025Q2: 1,919 shares; 2025Q3: 1,855 shares; 2025Q4: 2,002 shares; 2026Q1: 2,461 shares 2,461$979K0.14%+459Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,543 shares; 2025Q1: 3,391 shares; 2025Q2: 3,195 shares; 2025Q3: 3,278 shares; 2025Q4: 3,210 shares; 2026Q1: 3,314 shares 3,314$963K0.14%+104Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,637 shares; 2025Q4: 1,640 shares; 2026Q1: 1,712 shares 1,712$962K0.14%+72Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,583 shares; 2025Q1: 1,820 shares; 2025Q2: 1,950 shares; 2025Q3: 2,019 shares; 2025Q4: 1,785 shares; 2026Q1: 4,569 shares 4,569$960K0.13%+2,784Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,480 shares; 2024Q4: 10,292 shares; 2025Q1: 10,259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,042 shares; 2026Q1: 31,483 shares 31,483$948K0.13%+22,441Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,500 shares; 2025Q1: 2,167 shares; 2025Q2: 2,153 shares; 2025Q3: 2,129 shares; 2025Q4: 2,023 shares; 2026Q1: 1,744 shares 1,744$940K0.13%-279Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: not reported; 2025Q1: 7,781 shares; 2025Q2: not reported; 2025Q3: 6,355 shares; 2025Q4: 6,264 shares; 2026Q1: 6,326 shares 6,326$927K0.13%+62Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,265 shares; 2025Q1: 2,310 shares; 2025Q2: 2,465 shares; 2025Q3: 2,275 shares; 2025Q4: 2,251 shares; 2026Q1: 8,966 shares 8,966$918K0.13%+6,715Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,382 shares; 2024Q4: 48,670 shares; 2025Q1: 49,144 shares; 2025Q2: 50,462 shares; 2025Q3: 49,709 shares; 2025Q4: 51,749 shares; 2026Q1: 53,619 shares 53,619$910K0.13%+1,870Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,666 shares; 2025Q1: 2,786 shares; 2025Q2: 2,909 shares; 2025Q3: 2,897 shares; 2025Q4: 2,939 shares; 2026Q1: 2,919 shares 2,919$907K0.13%-20Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 573 shares; 2025Q4: 410 shares; 2026Q1: 653 shares 653$901K0.13%+243Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,238 shares; 2025Q1: 2,228 shares; 2025Q2: 2,048 shares; 2025Q3: 2,039 shares; 2025Q4: 1,990 shares; 2026Q1: 2,023 shares 2,023$899K0.13%+33Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,761 shares; 2024Q4: 42,935 shares; 2025Q1: 43,384 shares; 2025Q2: 42,442 shares; 2025Q3: 35,802 shares; 2025Q4: 34,300 shares; 2026Q1: 32,582 shares 32,582$895K0.13%-1,718Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 842 shares; 2025Q3: 940 shares; 2025Q4: 1,203 shares; 2026Q1: 3,297 shares 3,297$880K0.12%+2,094Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,439 shares; 2025Q1: 1,398 shares; 2025Q2: 1,376 shares; 2025Q3: 1,323 shares; 2025Q4: 1,091 shares; 2026Q1: 980 shares 980$878K0.12%-111Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,837 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 2,911 shares; 2025Q4: 5,825 shares; 2026Q1: 6,501 shares 6,501$864K0.12%+676Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 5,423 shares; 2025Q1: 9,074 shares; 2025Q2: 8,449 shares; 2025Q3: 7,707 shares; 2025Q4: 7,548 shares; 2026Q1: 6,810 shares 6,810$862K0.12%-738Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,322 shares; 2025Q1: 6,496 shares; 2025Q2: 6,281 shares; 2025Q3: 3,559 shares; 2025Q4: 4,241 shares; 2026Q1: 4,227 shares 4,227$860K0.12%-14Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,098 shares; 2024Q4: 11,724 shares; 2025Q1: 12,377 shares; 2025Q2: 12,900 shares; 2025Q3: 13,352 shares; 2025Q4: 10,015 shares; 2026Q1: 15,430 shares 15,430$856K0.12%+5,415Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 10,456 shares; 2025Q1: 11,824 shares; 2025Q2: 11,120 shares; 2025Q3: 12,676 shares; 2025Q4: 13,237 shares; 2026Q1: 37,898 shares 37,898$852K0.12%+24,661Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,137 shares; 2025Q4: 3,734 shares; 2026Q1: 13,061 shares 13,061$851K0.12%+9,327Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,082 shares; 2024Q4: 30,091 shares; 2025Q1: 28,962 shares; 2025Q2: 29,464 shares; 2025Q3: 30,142 shares; 2025Q4: 30,772 shares; 2026Q1: 32,633 shares 32,633$845K0.12%+1,861Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,437 shares; 2025Q1: 3,424 shares; 2025Q2: 3,431 shares; 2025Q3: 3,364 shares; 2025Q4: 4,199 shares; 2026Q1: 3,590 shares 3,590$829K0.12%-609Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 13,198 shares; 2025Q1: 14,936 shares; 2025Q2: 16,577 shares; 2025Q3: 16,934 shares; 2025Q4: 17,895 shares; 2026Q1: 18,613 shares 18,613$821K0.12%+718Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,412 shares; 2025Q1: 3,664 shares; 2025Q2: 3,485 shares; 2025Q3: 62,931 shares; 2025Q4: 59,141 shares; 2026Q1: 3,310 shares 3,310$821K0.12%-55,831Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,775 shares; 2025Q1: 1,963 shares; 2025Q2: 2,193 shares; 2025Q3: 2,159 shares; 2025Q4: 2,232 shares; 2026Q1: 2,277 shares 2,277$815K0.11%+45Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,465 shares; 2025Q1: 3,654 shares; 2025Q2: 3,161 shares; 2025Q3: 3,576 shares; 2025Q4: 4,125 shares; 2026Q1: 4,272 shares 4,272$812K0.11%+147Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 9,321 shares; 2025Q1: 8,357 shares; 2025Q2: 8,255 shares; 2025Q3: 8,449 shares; 2025Q4: 6,653 shares; 2026Q1: 4,720 shares 4,720$808K0.11%-1,933Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 14,530 shares; 2025Q1: 14,312 shares; 2025Q2: 11,939 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,848 shares 9,848$807K0.11%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 890 shares; 2025Q2: 903 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 825 shares 825$793K0.11%-124Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 14,749 shares; 2025Q1: 14,489 shares; 2025Q2: 11,499 shares; 2025Q3: 8,811 shares; 2025Q4: 17,327 shares; 2026Q1: 17,256 shares 17,256$792K0.11%-71Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 13,708 shares; 2025Q1: 13,751 shares; 2025Q2: 10,895 shares; 2025Q3: 10,495 shares; 2025Q4: 10,479 shares; 2026Q1: 10,513 shares 10,513$789K0.11%+34Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares; 2025Q4: 14,795 shares; 2026Q1: 15,773 shares 15,773$788K0.11%+978Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,711 shares; 2024Q4: 10,020 shares; 2025Q1: 11,136 shares; 2025Q2: 10,884 shares; 2025Q3: 11,175 shares; 2025Q4: 10,735 shares; 2026Q1: 10,960 shares 10,960$787K0.11%+225Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 7,916 shares; 2025Q1: 6,593 shares; 2025Q2: 6,342 shares; 2025Q3: 4,726 shares; 2025Q4: 4,619 shares; 2026Q1: 4,859 shares 4,859$786K0.11%+240Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 3,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,253 shares; 2026Q1: 3,277 shares 3,277$767K0.11%+24Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 26,353 shares; 2025Q1: not reported; 2025Q2: 21,684 shares; 2025Q3: 17,135 shares; 2025Q4: 17,294 shares; 2026Q1: 18,745 shares 18,745$765K0.11%+1,451Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: 786 shares; 2025Q2: 766 shares; 2025Q3: 886 shares; 2025Q4: 1,037 shares; 2026Q1: 1,120 shares 1,120$763K0.11%+83Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,156 shares; 2025Q1: 1,161 shares; 2025Q2: 1,217 shares; 2025Q3: 1,224 shares; 2025Q4: 1,386 shares; 2026Q1: 1,345 shares 1,345$760K0.11%-41Timeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,578 shares; 2024Q4: 28,269 shares; 2025Q1: 27,504 shares; 2025Q2: 19,197 shares; 2025Q3: 19,353 shares; 2025Q4: 19,048 shares; 2026Q1: 19,222 shares 19,222$751K0.11%+174Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 16,286 shares; 2025Q1: 13,811 shares; 2025Q2: 15,493 shares; 2025Q3: 14,830 shares; 2025Q4: 14,948 shares; 2026Q1: 15,199 shares 15,199$747K0.1%+251Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 1,601 shares; 2025Q1: 1,365 shares; 2025Q2: 1,374 shares; 2025Q3: 923 shares; 2025Q4: 1,056 shares; 2026Q1: 1,089 shares 1,089$743K0.1%+33Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,016 shares; 2025Q3: 6,147 shares; 2025Q4: 5,766 shares; 2026Q1: 6,651 shares 6,651$737K0.1%+885Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,798 shares; 2025Q1: 3,440 shares; 2025Q2: 3,190 shares; 2025Q3: 3,451 shares; 2025Q4: 3,625 shares; 2026Q1: 3,773 shares 3,773$733K0.1%+148Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,586 shares; 2025Q1: 3,644 shares; 2025Q2: 4,191 shares; 2025Q3: 3,723 shares; 2025Q4: 3,896 shares; 2026Q1: 3,901 shares 3,901$728K0.1%+5Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 645 shares; 2025Q1: 844 shares; 2025Q2: 852 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 1,025 shares 1,025$726K0.1%+169Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,284 shares; 2025Q1: 2,245 shares; 2025Q2: 2,371 shares; 2025Q3: 2,454 shares; 2025Q4: 2,746 shares; 2026Q1: 2,587 shares 2,587$722K0.1%-159Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 3,219 shares; 2025Q1: 2,168 shares; 2025Q2: 2,433 shares; 2025Q3: 2,327 shares; 2025Q4: 2,153 shares; 2026Q1: 1,520 shares 1,520$719K0.1%-633Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,552 shares; 2025Q1: 7,562 shares; 2025Q2: 7,566 shares; 2025Q3: 7,599 shares; 2025Q4: 7,635 shares; 2026Q1: 7,626 shares 7,626$718K0.1%-9Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,007 shares; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 3,833 shares; 2025Q3: 3,685 shares; 2025Q4: 3,637 shares; 2026Q1: 3,733 shares 3,733$717K0.1%+96Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 364 shares; 2025Q1: 368 shares; 2025Q2: 351 shares; 2025Q3: 383 shares; 2025Q4: 425 shares; 2026Q1: 486 shares 486$715K0.1%+61Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 21,340 shares; 2025Q1: 21,500 shares; 2025Q2: 19,724 shares; 2025Q3: 18,786 shares; 2025Q4: 18,811 shares; 2026Q1: 18,834 shares 18,834$713K0.1%+23Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,075 shares; 2025Q1: 2,206 shares; 2025Q2: 2,359 shares; 2025Q3: 2,539 shares; 2025Q4: 2,837 shares; 2026Q1: 2,919 shares 2,919$708K0.1%+82Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,471 shares; 2025Q1: 2,548 shares; 2025Q2: 2,222 shares; 2025Q3: 2,312 shares; 2025Q4: 2,353 shares; 2026Q1: 2,225 shares 2,225$708K0.1%-128Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,793 shares; 2025Q1: not reported; 2025Q2: 1,955 shares; 2025Q3: 2,226 shares; 2025Q4: 2,362 shares; 2026Q1: 2,088 shares 2,088$706K0.1%-274Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,415 shares; 2025Q1: 1,456 shares; 2025Q2: 1,479 shares; 2025Q3: 1,424 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807$705K0.1%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 4,321 shares; 2025Q1: 3,335 shares; 2025Q2: 3,430 shares; 2025Q3: 3,311 shares; 2025Q4: 3,780 shares; 2026Q1: 3,084 shares 3,084$697K0.1%-696Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 2,139 shares; 2025Q1: 1,610 shares; 2025Q2: 1,619 shares; 2025Q3: 1,853 shares; 2025Q4: 1,601 shares; 2026Q1: 5,078 shares 5,078$697K0.1%+3,477Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 1,067 shares; 2025Q1: 1,159 shares; 2025Q2: 1,137 shares; 2025Q3: 1,179 shares; 2025Q4: 1,344 shares; 2026Q1: 1,555 shares 1,555$694K0.1%+211Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,610 shares; 2024Q4: not reported; 2025Q1: 8,525 shares; 2025Q2: 8,870 shares; 2025Q3: 8,478 shares; 2025Q4: 8,635 shares; 2026Q1: 7,062 shares 7,062$686K0.1%-1,573Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 6,115 shares; 2025Q1: 6,026 shares; 2025Q2: 5,409 shares; 2025Q3: 5,563 shares; 2025Q4: 5,137 shares; 2026Q1: 5,223 shares 5,223$684K0.1%+86Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,747 shares 3,747$683K0.1%newTimeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 27,131 shares; 2025Q1: 25,720 shares; 2025Q2: 20,294 shares; 2025Q3: 21,562 shares; 2025Q4: 21,870 shares; 2026Q1: 17,891 shares 17,891$679K0.1%-3,979Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,144 shares; 2024Q4: 52,022 shares; 2025Q1: 42,082 shares; 2025Q2: 46,331 shares; 2025Q3: 48,780 shares; 2025Q4: 47,037 shares; 2026Q1: 47,042 shares 47,042$676K0.09%+5Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares 3,124$674K0.09%newTimeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,909 shares; 2025Q1: 2,056 shares; 2025Q2: 2,110 shares; 2025Q3: 2,220 shares; 2025Q4: 2,171 shares; 2026Q1: 1,953 shares 1,953$674K0.09%-218Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 10,290 shares; 2025Q1: 10,316 shares; 2025Q2: 10,451 shares; 2025Q3: 10,339 shares; 2025Q4: 9,787 shares; 2026Q1: 8,315 shares 8,315$673K0.09%-1,472Timeline
BBVABANCO BILBAO VIZCAYA ARGENTAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,265 shares; 2024Q4: 36,692 shares; 2025Q1: 31,321 shares; 2025Q2: 33,898 shares; 2025Q3: 29,469 shares; 2025Q4: 30,776 shares; 2026Q1: 30,911 shares 30,911$670K0.09%+135Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,641 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 1,619 shares; 2025Q4: 1,600 shares; 2026Q1: 1,522 shares 1,522$664K0.09%-78Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,156 shares; 2024Q4: 31,865 shares; 2025Q1: 28,402 shares; 2025Q2: 29,695 shares; 2025Q3: 29,530 shares; 2025Q4: 29,153 shares; 2026Q1: 31,328 shares 31,328$663K0.09%+2,175Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,730 shares; 2025Q1: 2,812 shares; 2025Q2: 2,753 shares; 2025Q3: 2,755 shares; 2025Q4: 2,828 shares; 2026Q1: 3,568 shares 3,568$659K0.09%+740Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,242 shares; 2025Q1: 4,099 shares; 2025Q2: 4,485 shares; 2025Q3: 4,496 shares; 2025Q4: 4,572 shares; 2026Q1: 4,718 shares 4,718$657K0.09%+146Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 2,808 shares; 2025Q1: 2,845 shares; 2025Q2: 3,433 shares; 2025Q3: 3,726 shares; 2025Q4: 4,365 shares; 2026Q1: 4,961 shares 4,961$656K0.09%+596Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 29,987 shares; 2025Q1: 30,036 shares; 2025Q2: 30,463 shares; 2025Q3: 29,095 shares; 2025Q4: 38,475 shares; 2026Q1: 31,600 shares 31,600$654K0.09%-6,875Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: 545 shares; 2025Q2: 437 shares; 2025Q3: 514 shares; 2025Q4: 701 shares; 2026Q1: 870 shares 870$643K0.09%+169Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,809 shares; 2025Q1: 5,754 shares; 2025Q2: 5,391 shares; 2025Q3: 5,413 shares; 2025Q4: 5,590 shares; 2026Q1: 6,594 shares 6,594$638K0.09%+1,004Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 4,839 shares; 2025Q1: 4,897 shares; 2025Q2: 3,758 shares; 2025Q3: 4,071 shares; 2025Q4: 4,263 shares; 2026Q1: 4,079 shares 4,079$633K0.09%-184Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 11,963 shares; 2025Q1: 11,738 shares; 2025Q2: 13,452 shares; 2025Q3: 15,913 shares; 2025Q4: 11,703 shares; 2026Q1: 10,893 shares 10,893$617K0.09%-810Timeline
IAUISHARES GOLD TRQuarterly 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: 6,997 shares 6,997$617K0.09%newTimeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,353 shares; 2025Q1: 2,604 shares; 2025Q2: 2,608 shares; 2025Q3: 3,331 shares; 2025Q4: 3,200 shares; 2026Q1: 3,105 shares 3,105$616K0.09%-95Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 18,220 shares; 2025Q1: 16,744 shares; 2025Q2: 17,868 shares; 2025Q3: 19,772 shares; 2025Q4: 19,916 shares; 2026Q1: 11,486 shares 11,486$612K0.09%-8,430Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,492 shares; 2025Q1: 36,813 shares; 2025Q2: 33,617 shares; 2025Q3: 34,566 shares; 2025Q4: 33,581 shares; 2026Q1: 31,427 shares 31,427$608K0.09%-2,154Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 7,656 shares; 2025Q1: 8,077 shares; 2025Q2: not reported; 2025Q3: 7,719 shares; 2025Q4: 8,292 shares; 2026Q1: 27,277 shares 27,277$607K0.09%+18,985Timeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,539 shares; 2025Q1: 2,683 shares; 2025Q2: 2,425 shares; 2025Q3: 2,358 shares; 2025Q4: 2,323 shares; 2026Q1: 2,377 shares 2,377$606K0.09%+54Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,844 shares; 2025Q1: 22,628 shares; 2025Q2: 21,033 shares; 2025Q3: 21,492 shares; 2025Q4: 20,428 shares; 2026Q1: 31,056 shares 31,056$606K0.09%+10,628Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,662 shares; 2025Q1: 2,985 shares; 2025Q2: 3,055 shares; 2025Q3: 3,056 shares; 2025Q4: 3,063 shares; 2026Q1: 3,087 shares 3,087$605K0.08%+24Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,342 shares; 2025Q1: 3,056 shares; 2025Q2: 2,181 shares; 2025Q3: 2,164 shares; 2025Q4: 2,195 shares; 2026Q1: 2,267 shares 2,267$605K0.08%+72Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,314 shares; 2024Q4: 36,861 shares; 2025Q1: 35,695 shares; 2025Q2: 21,666 shares; 2025Q3: 21,745 shares; 2025Q4: 19,616 shares; 2026Q1: 119,159 shares 119,159$599K0.08%+99,543Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,901 shares; 2025Q1: 8,583 shares; 2025Q2: 9,096 shares; 2025Q3: 8,929 shares; 2025Q4: 9,638 shares; 2026Q1: 10,043 shares 10,043$596K0.08%+405Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,062 shares; 2025Q2: 13,413 shares; 2025Q3: 16,753 shares; 2025Q4: 19,656 shares; 2026Q1: 20,679 shares 20,679$596K0.08%+1,023Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly 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: 12,634 shares 12,634$596K0.08%newTimeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 3,109 shares; 2025Q1: not reported; 2025Q2: 5,813 shares; 2025Q3: 5,663 shares; 2025Q4: 5,554 shares; 2026Q1: 5,092 shares 5,092$585K0.08%-462Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,584 shares; 2025Q1: 4,344 shares; 2025Q2: 4,813 shares; 2025Q3: 5,004 shares; 2025Q4: 4,860 shares; 2026Q1: 3,574 shares 3,574$581K0.08%-1,286Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,349 shares; 2025Q3: 7,459 shares; 2025Q4: 6,393 shares; 2026Q1: 5,327 shares 5,327$577K0.08%-1,066Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,266 shares; 2025Q1: 3,369 shares; 2025Q2: 3,435 shares; 2025Q3: 3,489 shares; 2025Q4: 3,551 shares; 2026Q1: 4,326 shares 4,326$567K0.08%+775Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,934 shares; 2025Q1: 6,003 shares; 2025Q2: 5,920 shares; 2025Q3: 5,965 shares; 2025Q4: 6,540 shares; 2026Q1: 7,082 shares 7,082$567K0.08%+542Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 784 shares; 2025Q1: 682 shares; 2025Q2: 970 shares; 2025Q3: 985 shares; 2025Q4: 725 shares; 2026Q1: 1,301 shares 1,301$566K0.08%+576Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,548 shares 10,548$565K0.08%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,796 shares; 2025Q1: 5,763 shares; 2025Q2: 5,830 shares; 2025Q3: 4,419 shares; 2025Q4: 4,085 shares; 2026Q1: 2,319 shares 2,319$564K0.08%-1,766Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 6,910 shares; 2025Q1: 7,120 shares; 2025Q2: 4,185 shares; 2025Q3: 4,395 shares; 2025Q4: 4,496 shares; 2026Q1: 4,669 shares 4,669$554K0.08%+173Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,024 shares; 2024Q4: 3,605 shares; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 2,476 shares; 2025Q4: 2,461 shares; 2026Q1: 3,921 shares 3,921$553K0.08%+1,460Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 4,911 shares; 2025Q1: 4,934 shares; 2025Q2: 5,113 shares; 2025Q3: 5,161 shares; 2025Q4: 5,223 shares; 2026Q1: 5,930 shares 5,930$551K0.08%+707Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,025 shares; 2025Q3: 6,024 shares; 2025Q4: 7,704 shares; 2026Q1: 9,314 shares 9,314$547K0.08%+1,610Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,621 shares; 2024Q4: 17,476 shares; 2025Q1: 17,560 shares; 2025Q2: 17,418 shares; 2025Q3: 14,444 shares; 2025Q4: 11,846 shares; 2026Q1: 5,325 shares 5,325$547K0.08%-6,521Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,804 shares; 2025Q1: 3,704 shares; 2025Q2: 3,577 shares; 2025Q3: 3,342 shares; 2025Q4: 2,595 shares; 2026Q1: 2,627 shares 2,627$547K0.08%+32Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,814 shares; 2025Q1: 2,160 shares; 2025Q2: 2,100 shares; 2025Q3: 2,069 shares; 2025Q4: 2,239 shares; 2026Q1: 2,510 shares 2,510$544K0.08%+271Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,187 shares; 2025Q1: 10,537 shares; 2025Q2: 9,578 shares; 2025Q3: 10,391 shares; 2025Q4: 12,346 shares; 2026Q1: 14,500 shares 14,500$540K0.08%+2,154Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,662 shares; 2025Q1: 3,366 shares; 2025Q2: 3,315 shares; 2025Q3: 2,772 shares; 2025Q4: 2,755 shares; 2026Q1: 2,673 shares 2,673$539K0.08%-82Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 7,911 shares; 2025Q1: 8,150 shares; 2025Q2: 8,064 shares; 2025Q3: 4,284 shares; 2025Q4: 4,294 shares; 2026Q1: 4,266 shares 4,266$539K0.08%-28Timeline
APTV-WAPTIV PLCQuarterly 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: 7,737 shares 7,737$537K0.08%newTimeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,435 shares; 2026Q1: 16,296 shares 16,296$534K0.07%+10,861Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: not reported; 2025Q1: 5,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,165 shares 7,165$533K0.07%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,213 shares; 2025Q1: 1,358 shares; 2025Q2: 1,442 shares; 2025Q3: 1,443 shares; 2025Q4: 1,695 shares; 2026Q1: 1,802 shares 1,802$532K0.07%+107Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 845 shares; 2025Q1: 782 shares; 2025Q2: 1,662 shares; 2025Q3: 1,734 shares; 2025Q4: 1,790 shares; 2026Q1: 1,822 shares 1,822$532K0.07%+32Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,182 shares; 2025Q3: 2,159 shares; 2025Q4: 1,997 shares; 2026Q1: 3,809 shares 3,809$522K0.07%+1,812Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 6,042 shares; 2025Q1: 3,850 shares; 2025Q2: 3,433 shares; 2025Q3: 3,363 shares; 2025Q4: 7,582 shares; 2026Q1: 7,188 shares 7,188$521K0.07%-394Timeline
GFIGOLD FIELDS LTDQuarterly 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: 10,536 shares; 2025Q4: 11,057 shares; 2026Q1: 11,398 shares 11,398$517K0.07%+341Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,083 shares; 2025Q4: 12,631 shares; 2026Q1: 13,395 shares 13,395$515K0.07%+764Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,033 shares; 2025Q1: 8,034 shares; 2025Q2: 7,901 shares; 2025Q3: 7,577 shares; 2025Q4: 7,527 shares; 2026Q1: 7,498 shares 7,498$512K0.07%-29Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 5,811 shares; 2025Q1: 5,789 shares; 2025Q2: 6,703 shares; 2025Q3: 7,025 shares; 2025Q4: 6,469 shares; 2026Q1: 6,759 shares 6,759$509K0.07%+290Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 800 shares; 2025Q1: 768 shares; 2025Q2: 787 shares; 2025Q3: 808 shares; 2025Q4: 799 shares; 2026Q1: 859 shares 859$506K0.07%+60Timeline
BVNCOMPANIA DE MINAS BUENAVENTUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,726 shares; 2025Q4: 13,443 shares; 2026Q1: 14,006 shares 14,006$505K0.07%+563Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,425 shares; 2025Q1: 6,372 shares; 2025Q2: 4,174 shares; 2025Q3: 4,195 shares; 2025Q4: 4,253 shares; 2026Q1: 4,212 shares 4,212$503K0.07%-41Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 8,040 shares; 2025Q1: 7,620 shares; 2025Q2: 7,193 shares; 2025Q3: 7,442 shares; 2025Q4: 6,917 shares; 2026Q1: 3,456 shares 3,456$500K0.07%-3,461Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,746 shares; 2025Q4: 10,754 shares; 2026Q1: 10,182 shares 10,182$500K0.07%-572Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,580 shares; 2025Q1: 1,517 shares; 2025Q2: 1,529 shares; 2025Q3: 1,503 shares; 2025Q4: 1,386 shares; 2026Q1: 1,243 shares 1,243$497K0.07%-143Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 1,157 shares; 2026Q1: 1,381 shares 1,381$494K0.07%+224Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 11,317 shares; 2025Q1: 10,322 shares; 2025Q2: 11,064 shares; 2025Q3: 11,093 shares; 2025Q4: 11,100 shares; 2026Q1: 9,107 shares 9,107$493K0.07%-1,993Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 3,120 shares; 2025Q1: 2,943 shares; 2025Q2: 3,038 shares; 2025Q3: 2,749 shares; 2025Q4: 2,553 shares; 2026Q1: 2,489 shares 2,489$493K0.07%-64Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,588 shares; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 2,423 shares; 2025Q4: 2,350 shares; 2026Q1: 1,934 shares 1,934$485K0.07%-416Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 150 shares; 2025Q2: 156 shares; 2025Q3: 186 shares; 2025Q4: 221 shares; 2026Q1: 253 shares 253$477K0.07%+32Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 1,035 shares; 2025Q4: 1,377 shares; 2026Q1: 1,563 shares 1,563$475K0.07%+186Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,164 shares; 2025Q1: 2,818 shares; 2025Q2: 2,583 shares; 2025Q3: 2,853 shares; 2025Q4: 3,430 shares; 2026Q1: 3,612 shares 3,612$474K0.07%+182Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 9,507 shares; 2025Q1: 6,202 shares; 2025Q2: 8,429 shares; 2025Q3: 8,457 shares; 2025Q4: 7,895 shares; 2026Q1: 3,838 shares 3,838$465K0.07%-4,057Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,761 shares; 2025Q2: 5,608 shares; 2025Q3: 6,143 shares; 2025Q4: 7,772 shares; 2026Q1: 9,568 shares 9,568$461K0.06%+1,796Timeline
IEMGISHARES INCQuarterly 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: 6,604 shares 6,604$461K0.06%newTimeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,715 shares; 2025Q1: 1,691 shares; 2025Q2: 1,792 shares; 2025Q3: 2,578 shares; 2025Q4: 2,045 shares; 2026Q1: 1,992 shares 1,992$458K0.06%-53Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 834 shares; 2025Q1: 838 shares; 2025Q2: 786 shares; 2025Q3: 792 shares; 2025Q4: 808 shares; 2026Q1: 742 shares 742$449K0.06%-66Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: not reported; 2025Q1: 6,110 shares; 2025Q2: not reported; 2025Q3: 6,199 shares; 2025Q4: 6,136 shares; 2026Q1: 5,116 shares 5,116$444K0.06%-1,020Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,339 shares; 2025Q4: 1,809 shares; 2026Q1: 1,656 shares 1,656$440K0.06%-153Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,521 shares; 2025Q2: 2,628 shares; 2025Q3: 2,311 shares; 2025Q4: 2,135 shares; 2026Q1: 2,129 shares 2,129$439K0.06%-6Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 5,186 shares; 2025Q1: 5,194 shares; 2025Q2: 5,209 shares; 2025Q3: 4,336 shares; 2025Q4: 4,424 shares; 2026Q1: 5,320 shares 5,320$438K0.06%+896Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,529 shares; 2025Q4: 3,666 shares; 2026Q1: 4,630 shares 4,630$433K0.06%+964Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,545 shares; 2025Q1: 2,027 shares; 2025Q2: 2,017 shares; 2025Q3: 2,438 shares; 2025Q4: 2,403 shares; 2026Q1: 2,362 shares 2,362$433K0.06%-41Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 2,847 shares; 2025Q1: 2,935 shares; 2025Q2: 4,126 shares; 2025Q3: 3,539 shares; 2025Q4: 3,230 shares; 2026Q1: 2,975 shares 2,975$432K0.06%-255Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,217 shares; 2025Q4: 1,496 shares; 2026Q1: 1,614 shares 1,614$429K0.06%+118Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 6,414 shares; 2025Q1: 7,860 shares; 2025Q2: 7,710 shares; 2025Q3: 8,142 shares; 2025Q4: 9,082 shares; 2026Q1: 5,693 shares 5,693$428K0.06%-3,389Timeline
PIPRPIPER SANDLER COMPANIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,590 shares 5,590$428K0.06%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 6,809 shares; 2025Q1: 6,800 shares; 2025Q2: 6,709 shares; 2025Q3: 6,927 shares; 2025Q4: 9,134 shares; 2026Q1: 9,281 shares 9,281$425K0.06%+147Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921 shares; 2025Q2: 849 shares; 2025Q3: 817 shares; 2025Q4: 806 shares; 2026Q1: 771 shares 771$419K0.06%-35Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 3,661 shares; 2025Q1: 3,678 shares; 2025Q2: 3,426 shares; 2025Q3: 2,779 shares; 2025Q4: 2,653 shares; 2026Q1: 2,404 shares 2,404$417K0.06%-249Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 5,964 shares; 2025Q1: 6,563 shares; 2025Q2: 9,909 shares; 2025Q3: 10,431 shares; 2025Q4: 6,629 shares; 2026Q1: 7,162 shares 7,162$416K0.06%+533Timeline
WTWISDOMTREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,436 shares; 2025Q2: 13,422 shares; 2025Q3: 17,464 shares; 2025Q4: 22,092 shares; 2026Q1: 28,413 shares 28,413$414K0.06%+6,321Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 3,036 shares; 2025Q1: 2,945 shares; 2025Q2: 2,939 shares; 2025Q3: 2,998 shares; 2025Q4: 2,851 shares; 2026Q1: 2,748 shares 2,748$414K0.06%-103Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 2,821 shares; 2025Q1: 2,972 shares; 2025Q2: 2,971 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,653 shares 3,653$413K0.06%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,393 shares; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 2,976 shares; 2026Q1: 3,294 shares 3,294$413K0.06%+318Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 1,306 shares; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 1,158 shares 1,158$413K0.06%+227Timeline
UITBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,189 shares; 2024Q4: 126,175 shares; 2025Q1: 12,107 shares; 2025Q2: 10,419 shares; 2025Q3: 10,268 shares; 2025Q4: 9,969 shares; 2026Q1: 8,781 shares 8,781$413K0.06%-1,188Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,153 shares; 2025Q1: 1,345 shares; 2025Q2: 1,863 shares; 2025Q3: 1,858 shares; 2025Q4: 1,737 shares; 2026Q1: 989 shares 989$412K0.06%-748Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,439 shares; 2025Q1: 4,049 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 3,869 shares; 2026Q1: 3,768 shares 3,768$411K0.06%-101Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,568 shares; 2025Q1: 5,619 shares; 2025Q2: 5,581 shares; 2025Q3: 6,035 shares; 2025Q4: 6,368 shares; 2026Q1: 5,506 shares 5,506$410K0.06%-862Timeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,204 shares; 2025Q1: 4,875 shares; 2025Q2: 5,759 shares; 2025Q3: 5,732 shares; 2025Q4: 6,846 shares; 2026Q1: 6,484 shares 6,484$410K0.06%-362Timeline
CYDCHINA YUCHAI INTL LTDQuarterly 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: 9,762 shares; 2025Q4: 10,275 shares; 2026Q1: 10,568 shares 10,568$407K0.06%+293Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 4,276 shares; 2025Q1: 4,234 shares; 2025Q2: 3,980 shares; 2025Q3: 4,918 shares; 2025Q4: 4,953 shares; 2026Q1: 5,460 shares 5,460$407K0.06%+507Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,118 shares; 2025Q1: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,288 shares; 2026Q1: 1,195 shares 1,195$405K0.06%-93Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 54 shares; 2025Q1: 66 shares; 2025Q2: 70 shares; 2025Q3: 80 shares; 2025Q4: 86 shares; 2026Q1: 96 shares 96$404K0.06%+10Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,175 shares; 2025Q4: 3,791 shares; 2026Q1: 3,644 shares 3,644$402K0.06%-147Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,861 shares 3,861$400K0.06%newTimeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 14,861 shares; 2025Q1: 14,844 shares; 2025Q2: 16,691 shares; 2025Q3: 17,264 shares; 2025Q4: 16,493 shares; 2026Q1: 8,512 shares 8,512$400K0.06%-7,981Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,807 shares; 2025Q3: 1,808 shares; 2025Q4: 1,685 shares; 2026Q1: 1,448 shares 1,448$396K0.06%-237Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 3,954 shares; 2025Q1: 3,827 shares; 2025Q2: 3,742 shares; 2025Q3: 3,789 shares; 2025Q4: 3,798 shares; 2026Q1: 3,615 shares 3,615$394K0.06%-183Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 2,948 shares; 2025Q1: 3,379 shares; 2025Q2: 2,101 shares; 2025Q3: 4,165 shares; 2025Q4: 3,790 shares; 2026Q1: 3,989 shares 3,989$392K0.06%+199Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 14,758 shares; 2025Q1: 14,490 shares; 2025Q2: 16,214 shares; 2025Q3: 17,318 shares; 2025Q4: 18,554 shares; 2026Q1: 19,777 shares 19,777$391K0.05%+1,223Timeline
TTETOTALENERGIES SEQuarterly 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: 4,379 shares; 2026Q1: 4,227 shares 4,227$389K0.05%-152Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,518 shares; 2025Q1: 1,482 shares; 2025Q2: 1,467 shares; 2025Q3: 1,539 shares; 2025Q4: 1,678 shares; 2026Q1: 1,898 shares 1,898$387K0.05%+220Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 4,474 shares; 2025Q1: 4,639 shares; 2025Q2: 4,823 shares; 2025Q3: 4,377 shares; 2025Q4: 4,321 shares; 2026Q1: 3,363 shares 3,363$387K0.05%-958Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,696 shares; 2025Q1: 7,510 shares; 2025Q2: 7,784 shares; 2025Q3: 7,534 shares; 2025Q4: 7,759 shares; 2026Q1: 5,592 shares 5,592$387K0.05%-2,167Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 5,775 shares; 2025Q1: 5,382 shares; 2025Q2: 4,730 shares; 2025Q3: 4,650 shares; 2025Q4: 4,662 shares; 2026Q1: 4,760 shares 4,760$385K0.05%+98Timeline
GWWWW GRAINGER INCQuarterly 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: 270 shares; 2026Q1: 352 shares 352$384K0.05%+82Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,030 shares; 2025Q2: 10,362 shares; 2025Q3: 10,364 shares; 2025Q4: 9,747 shares; 2026Q1: 7,848 shares 7,848$380K0.05%-1,899Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,913 shares; 2024Q4: 22,296 shares; 2025Q1: 21,774 shares; 2025Q2: 22,767 shares; 2025Q3: 22,853 shares; 2025Q4: 23,980 shares; 2026Q1: 24,587 shares 24,587$378K0.05%+607Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,396 shares; 2025Q4: 1,513 shares; 2026Q1: 1,639 shares 1,639$378K0.05%+126Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,577 shares; 2025Q4: 6,276 shares; 2026Q1: 6,513 shares 6,513$376K0.05%+237Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 9,733 shares; 2025Q1: 8,597 shares; 2025Q2: 8,575 shares; 2025Q3: 6,913 shares; 2025Q4: 5,699 shares; 2026Q1: 5,397 shares 5,397$373K0.05%-302Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,505 shares; 2025Q1: 11,175 shares; 2025Q2: 10,979 shares; 2025Q3: 12,547 shares; 2025Q4: 15,382 shares; 2026Q1: 16,459 shares 16,459$372K0.05%+1,077Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 2,100 shares; 2025Q4: 2,618 shares; 2026Q1: 2,868 shares 2,868$367K0.05%+250Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,960 shares; 2025Q3: 2,880 shares; 2025Q4: 2,885 shares; 2026Q1: 2,794 shares 2,794$367K0.05%-91Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 1,763 shares; 2025Q3: 3,312 shares; 2025Q4: 3,197 shares; 2026Q1: 2,428 shares 2,428$365K0.05%-769Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,353 shares; 2025Q1: 2,056 shares; 2025Q2: 2,117 shares; 2025Q3: 1,750 shares; 2025Q4: 1,831 shares; 2026Q1: 1,733 shares 1,733$362K0.05%-98Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 835 shares; 2025Q1: 851 shares; 2025Q2: 945 shares; 2025Q3: 965 shares; 2025Q4: 1,072 shares; 2026Q1: 1,106 shares 1,106$362K0.05%+34Timeline
SBSWSIBANYE STILLWATER LTDQuarterly 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: 27,029 shares; 2025Q4: 28,546 shares; 2026Q1: 28,400 shares 28,400$359K0.05%-146Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,286 shares; 2025Q1: 3,289 shares; 2025Q2: 3,293 shares; 2025Q3: 3,297 shares; 2025Q4: 3,301 shares; 2026Q1: 3,557 shares 3,557$358K0.05%+256Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,995 shares 8,995$357K0.05%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,749 shares; 2025Q1: 1,667 shares; 2025Q2: 1,929 shares; 2025Q3: 1,610 shares; 2025Q4: 1,667 shares; 2026Q1: 2,065 shares 2,065$356K0.05%+398Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 2,516 shares; 2025Q1: 2,546 shares; 2025Q2: 2,596 shares; 2025Q3: 2,143 shares; 2025Q4: 2,043 shares; 2026Q1: 1,898 shares 1,898$354K0.05%-145Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,679 shares; 2025Q3: 6,343 shares; 2025Q4: 7,687 shares; 2026Q1: 8,654 shares 8,654$351K0.05%+967Timeline
ESLTELBIT SYS LTDQuarterly 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: 413 shares 413$351K0.05%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,778 shares; 2025Q3: 2,486 shares; 2025Q4: 1,577 shares; 2026Q1: 1,469 shares 1,469$350K0.05%-108Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 5,521 shares; 2025Q2: 5,404 shares; 2025Q3: 5,941 shares; 2025Q4: 7,104 shares; 2026Q1: 6,546 shares 6,546$349K0.05%-558Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly 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: 10,985 shares; 2025Q4: 12,906 shares; 2026Q1: 14,550 shares 14,550$348K0.05%+1,644Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 6,022 shares; 2025Q1: 6,455 shares; 2025Q2: 6,693 shares; 2025Q3: 6,340 shares; 2025Q4: 6,238 shares; 2026Q1: 6,276 shares 6,276$348K0.05%+38Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 3,677 shares; 2025Q1: 2,919 shares; 2025Q2: 3,046 shares; 2025Q3: 2,695 shares; 2025Q4: 2,608 shares; 2026Q1: 2,658 shares 2,658$348K0.05%+50Timeline
VIVTELEFONICA BRASIL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,572 shares; 2025Q4: 20,682 shares; 2026Q1: 21,793 shares 21,793$348K0.05%+1,111Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,347 shares; 2025Q4: 1,455 shares; 2026Q1: 1,519 shares 1,519$347K0.05%+64Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,517 shares; 2025Q3: 6,746 shares; 2025Q4: 7,943 shares; 2026Q1: 8,424 shares 8,424$341K0.05%+481Timeline
ABVXABIVAX SAQuarterly 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: 2,739 shares; 2026Q1: 3,027 shares 3,027$337K0.05%+288Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 585 shares; 2025Q4: 547 shares; 2026Q1: 646 shares 646$337K0.05%+99Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,242 shares; 2025Q3: 7,590 shares; 2025Q4: 5,548 shares; 2026Q1: 8,201 shares 8,201$337K0.05%+2,653Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,265 shares; 2024Q4: 16,607 shares; 2025Q1: 18,343 shares; 2025Q2: 18,454 shares; 2025Q3: 19,687 shares; 2025Q4: 20,297 shares; 2026Q1: 4,195 shares 4,195$336K0.05%-16,102Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,270 shares; 2025Q4: 3,687 shares; 2026Q1: 3,648 shares 3,648$334K0.05%-39Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,030 shares; 2025Q1: 7,036 shares; 2025Q2: 6,797 shares; 2025Q3: 6,764 shares; 2025Q4: 6,581 shares; 2026Q1: 6,793 shares 6,793$333K0.05%+212Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,329 shares; 2025Q2: 1,217 shares; 2025Q3: 3,324 shares; 2025Q4: 4,956 shares; 2026Q1: 5,949 shares 5,949$332K0.05%+993Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 2,297 shares; 2025Q3: 2,425 shares; 2025Q4: 2,685 shares; 2026Q1: 2,264 shares 2,264$331K0.05%-421Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,576 shares; 2025Q1: not reported; 2025Q2: 6,311 shares; 2025Q3: 6,471 shares; 2025Q4: 6,136 shares; 2026Q1: 5,009 shares 5,009$330K0.05%-1,127Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,536 shares; 2025Q1: 1,608 shares; 2025Q2: 1,283 shares; 2025Q3: 1,164 shares; 2025Q4: 1,447 shares; 2026Q1: 1,191 shares 1,191$330K0.05%-256Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,119 shares; 2025Q3: 1,314 shares; 2025Q4: 1,124 shares; 2026Q1: 1,232 shares 1,232$327K0.05%+108Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,737 shares; 2026Q1: 2,647 shares 2,647$326K0.05%+910Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,485 shares; 2025Q1: 1,447 shares; 2025Q2: 1,459 shares; 2025Q3: 1,443 shares; 2025Q4: 1,523 shares; 2026Q1: 1,563 shares 1,563$326K0.05%+40Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 5,491 shares; 2025Q3: 6,886 shares; 2025Q4: 8,396 shares; 2026Q1: 8,067 shares 8,067$324K0.05%-329Timeline
CXCEMEX SAB DE CVQuarterly 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: 24,659 shares; 2025Q4: 26,231 shares; 2026Q1: 28,244 shares 28,244$323K0.05%+2,013Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 7,602 shares; 2025Q1: not reported; 2025Q2: 6,867 shares; 2025Q3: 6,032 shares; 2025Q4: 5,882 shares; 2026Q1: 5,882 shares 5,882$323K0.05%0Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,818 shares; 2025Q4: 10,811 shares; 2026Q1: 11,727 shares 11,727$322K0.05%+916Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,386 shares; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: 1,149 shares; 2025Q4: 1,124 shares; 2026Q1: 1,147 shares 1,147$322K0.05%+23Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,689 shares; 2025Q1: 5,130 shares; 2025Q2: 5,635 shares; 2025Q3: 5,478 shares; 2025Q4: 5,547 shares; 2026Q1: 4,409 shares 4,409$321K0.05%-1,138Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,626 shares; 2025Q1: 3,308 shares; 2025Q2: 2,127 shares; 2025Q3: 2,831 shares; 2025Q4: 3,040 shares; 2026Q1: 2,130 shares 2,130$320K0.04%-910Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,236 shares 2,236$319K0.04%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 981 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,255 shares; 2025Q4: 1,253 shares; 2026Q1: 1,141 shares 1,141$317K0.04%-112Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly 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: 29,293 shares; 2025Q4: 28,950 shares; 2026Q1: 34,945 shares 34,945$317K0.04%+5,995Timeline
LUVSOUTHWEST AIRLS COQuarterly 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: 7,387 shares; 2026Q1: 8,391 shares 8,391$317K0.04%+1,004Timeline
UFPTUFP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,163 shares; 2025Q4: 1,491 shares; 2026Q1: 1,634 shares 1,634$316K0.04%+143Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,324 shares; 2025Q1: 2,233 shares; 2025Q2: 2,275 shares; 2025Q3: 2,113 shares; 2025Q4: 2,084 shares; 2026Q1: 1,829 shares 1,829$315K0.04%-255Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 871 shares; 2025Q2: 777 shares; 2025Q3: 910 shares; 2025Q4: 1,001 shares; 2026Q1: 1,121 shares 1,121$314K0.04%+120Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,879 shares; 2025Q1: 3,157 shares; 2025Q2: 3,165 shares; 2025Q3: 3,289 shares; 2025Q4: 2,998 shares; 2026Q1: 2,872 shares 2,872$313K0.04%-126Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,572 shares; 2025Q2: 34,505 shares; 2025Q3: 33,226 shares; 2025Q4: 35,562 shares; 2026Q1: 37,199 shares 37,199$312K0.04%+1,637Timeline
MORNMORNINGSTAR INCQuarterly 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: 900 shares; 2025Q4: 1,704 shares; 2026Q1: 1,840 shares 1,840$311K0.04%+136Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 7,617 shares; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 8,031 shares; 2025Q4: 7,632 shares; 2026Q1: 7,850 shares 7,850$310K0.04%+218Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,169 shares; 2025Q2: 2,793 shares; 2025Q3: 8,675 shares; 2025Q4: 9,078 shares; 2026Q1: 4,939 shares 4,939$310K0.04%-4,139Timeline
AAALCOA CORPQuarterly 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: 4,663 shares 4,663$309K0.04%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,034 shares; 2025Q1: 2,541 shares; 2025Q2: 2,055 shares; 2025Q3: 2,604 shares; 2025Q4: 2,371 shares; 2026Q1: 1,966 shares 1,966$309K0.04%-405Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,696 shares; 2024Q4: 9,915 shares; 2025Q1: 9,917 shares; 2025Q2: 10,099 shares; 2025Q3: 8,720 shares; 2025Q4: 8,773 shares; 2026Q1: 8,941 shares 8,941$308K0.04%+168Timeline
PRDOPERDOCEO ED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,311 shares; 2025Q4: 8,400 shares; 2026Q1: 8,219 shares 8,219$306K0.04%-181Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,835 shares 1,835$306K0.04%newTimeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 37,613 shares; 2025Q1: 36,883 shares; 2025Q2: 35,638 shares; 2025Q3: 40,395 shares; 2025Q4: 39,452 shares; 2026Q1: 19,352 shares 19,352$304K0.04%-20,100Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 6,671 shares; 2025Q1: 9,533 shares; 2025Q2: 9,399 shares; 2025Q3: 5,298 shares; 2025Q4: 5,274 shares; 2026Q1: 4,739 shares 4,739$304K0.04%-535Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,507 shares; 2025Q3: 7,485 shares; 2025Q4: 8,603 shares; 2026Q1: 10,983 shares 10,983$301K0.04%+2,380Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,871 shares; 2025Q4: 2,317 shares; 2026Q1: 2,551 shares 2,551$301K0.04%+234Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337 shares; 2025Q2: 364 shares; 2025Q3: 387 shares; 2025Q4: 426 shares; 2026Q1: 412 shares 412$300K0.04%-14Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,686 shares; 2025Q1: 3,346 shares; 2025Q2: 2,971 shares; 2025Q3: 3,476 shares; 2025Q4: 3,375 shares; 2026Q1: 3,305 shares 3,305$300K0.04%-70Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 8,087 shares; 2025Q1: 7,354 shares; 2025Q2: 7,098 shares; 2025Q3: 7,221 shares; 2025Q4: 6,914 shares; 2026Q1: 3,432 shares 3,432$298K0.04%-3,482Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 536 shares; 2025Q1: 500 shares; 2025Q2: 488 shares; 2025Q3: 511 shares; 2025Q4: 556 shares; 2026Q1: 492 shares 492$298K0.04%-64Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 3,033 shares; 2025Q4: 2,990 shares; 2026Q1: 2,674 shares 2,674$297K0.04%-316Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 4,578 shares; 2025Q1: 4,401 shares; 2025Q2: 4,558 shares; 2025Q3: 3,847 shares; 2025Q4: 3,748 shares; 2026Q1: 3,642 shares 3,642$296K0.04%-106Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,014 shares; 2025Q3: 941 shares; 2025Q4: 747 shares; 2026Q1: 775 shares 775$294K0.04%+28Timeline
HOMBHOME BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,399 shares; 2024Q4: 12,901 shares; 2025Q1: 11,885 shares; 2025Q2: 11,790 shares; 2025Q3: 11,794 shares; 2025Q4: 11,231 shares; 2026Q1: 10,896 shares 10,896$293K0.04%-335Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724$293K0.04%newTimeline
OSKOSHKOSH CORPQuarterly 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: 1,602 shares; 2025Q4: 1,900 shares; 2026Q1: 1,992 shares 1,992$293K0.04%+92Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,097 shares; 2025Q1: 1,771 shares; 2025Q2: 1,602 shares; 2025Q3: 1,580 shares; 2025Q4: 1,684 shares; 2026Q1: 1,497 shares 1,497$292K0.04%-187Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares 2,055$292K0.04%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,783 shares; 2025Q1: 4,199 shares; 2025Q2: 17,428 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538$292K0.04%newTimeline
GMABGENMAB A/SQuarterly 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: 10,480 shares; 2026Q1: 10,866 shares 10,866$292K0.04%+386Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 13,589 shares; 2025Q1: 14,016 shares; 2025Q2: 13,201 shares; 2025Q3: 13,259 shares; 2025Q4: 13,476 shares; 2026Q1: 11,632 shares 11,632$291K0.04%-1,844Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 3,309 shares; 2025Q1: 3,266 shares; 2025Q2: 2,934 shares; 2025Q3: 2,925 shares; 2025Q4: 2,944 shares; 2026Q1: 2,902 shares 2,902$289K0.04%-42Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,506 shares; 2025Q1: 5,778 shares; 2025Q2: 3,074 shares; 2025Q3: 2,353 shares; 2025Q4: 2,429 shares; 2026Q1: 2,347 shares 2,347$288K0.04%-82Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,610 shares; 2025Q3: 1,463 shares; 2025Q4: 1,497 shares; 2026Q1: 1,525 shares 1,525$288K0.04%+28Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,762 shares 5,762$287K0.04%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 13,450 shares; 2025Q1: 11,085 shares; 2025Q2: 10,576 shares; 2025Q3: 10,518 shares; 2025Q4: 10,022 shares; 2026Q1: 4,449 shares 4,449$287K0.04%-5,573Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly 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: 2,613 shares 2,613$287K0.04%newTimeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,857 shares; 2025Q1: 4,541 shares; 2025Q2: 4,315 shares; 2025Q3: 4,765 shares; 2025Q4: 4,832 shares; 2026Q1: 3,788 shares 3,788$285K0.04%-1,044Timeline
LOBLIVE OAK BANCSHARES INCQuarterly 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: 6,763 shares; 2026Q1: 8,606 shares 8,606$285K0.04%+1,843Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,856 shares; 2025Q3: 2,888 shares; 2025Q4: 2,843 shares; 2026Q1: 2,619 shares 2,619$284K0.04%-224Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,517 shares; 2025Q2: 8,138 shares; 2025Q3: 7,233 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares 7,075$284K0.04%0Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 526 shares; 2025Q1: 534 shares; 2025Q2: 590 shares; 2025Q3: 629 shares; 2025Q4: 598 shares; 2026Q1: 574 shares 574$283K0.04%-24Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,607 shares; 2025Q1: 4,144 shares; 2025Q2: 4,196 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,527 shares 5,527$283K0.04%newTimeline
KEPKOREA ELEC PWR CORPQuarterly 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: 18,261 shares; 2025Q4: 19,161 shares; 2026Q1: 19,825 shares 19,825$283K0.04%+664Timeline
MOG-AMOOG INCQuarterly 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: 879 shares; 2026Q1: 957 shares 957$280K0.04%+78Timeline
AEISADVANCED ENERGY INDSQuarterly 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: 859 shares 859$277K0.04%newTimeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,215 shares; 2025Q1: not reported; 2025Q2: 4,588 shares; 2025Q3: 4,600 shares; 2025Q4: 4,692 shares; 2026Q1: 4,605 shares 4,605$276K0.04%-87Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 674 shares; 2025Q1: 654 shares; 2025Q2: 717 shares; 2025Q3: 755 shares; 2025Q4: 1,105 shares; 2026Q1: 649 shares 649$276K0.04%-456Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 7,043 shares; 2026Q1: 7,694 shares 7,694$273K0.04%+651Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 2,091 shares; 2025Q1: 2,115 shares; 2025Q2: 2,035 shares; 2025Q3: 1,973 shares; 2025Q4: 1,945 shares; 2026Q1: 1,983 shares 1,983$272K0.04%+38Timeline
FHNFIRST HORIZON CORPORATIONQuarterly 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: 11,833 shares 11,833$271K0.04%newTimeline
INTAINTAPP INCQuarterly 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: 6,289 shares; 2025Q4: 9,701 shares; 2026Q1: 10,559 shares 10,559$271K0.04%+858Timeline
RIORIO TINTO PLCQuarterly 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: 2,820 shares 2,820$270K0.04%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,295 shares; 2025Q4: 3,577 shares; 2026Q1: 3,257 shares 3,257$269K0.04%-320Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 2,335 shares; 2025Q3: not reported; 2025Q4: 2,679 shares; 2026Q1: 3,122 shares 3,122$266K0.04%+443Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 3,699 shares; 2025Q1: 2,269 shares; 2025Q2: 2,807 shares; 2025Q3: 3,211 shares; 2025Q4: 2,937 shares; 2026Q1: 2,486 shares 2,486$266K0.04%-451Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,280 shares; 2025Q1: 1,366 shares; 2025Q2: 1,388 shares; 2025Q3: 1,428 shares; 2025Q4: 1,443 shares; 2026Q1: 1,475 shares 1,475$266K0.04%+32Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,051 shares; 2025Q2: 11,089 shares; 2025Q3: 7,838 shares; 2025Q4: 9,381 shares; 2026Q1: 10,254 shares 10,254$265K0.04%+873Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,760 shares; 2025Q1: 2,793 shares; 2025Q2: 2,989 shares; 2025Q3: 3,214 shares; 2025Q4: 3,027 shares; 2026Q1: 2,939 shares 2,939$265K0.04%-88Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434$264K0.04%newTimeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,258 shares; 2025Q1: 8,925 shares; 2025Q2: 7,971 shares; 2025Q3: 9,660 shares; 2025Q4: 10,076 shares; 2026Q1: 9,911 shares 9,911$264K0.04%-165Timeline
DBVTDBV TECHNOLOGIES S AQuarterly 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: 12,643 shares 12,643$264K0.04%newTimeline
GEFGREIF INCQuarterly 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: 3,600 shares; 2026Q1: 3,902 shares 3,902$264K0.04%+302Timeline
LSTRLANDSTAR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,617 shares; 2025Q1: 1,497 shares; 2025Q2: 1,946 shares; 2025Q3: 1,887 shares; 2025Q4: 1,674 shares; 2026Q1: 1,642 shares 1,642$263K0.04%-32Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,476 shares 2,476$263K0.04%newTimeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,450 shares; 2025Q4: 2,528 shares; 2026Q1: 2,550 shares 2,550$263K0.04%+22Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,212 shares; 2025Q1: 3,446 shares; 2025Q2: 3,679 shares; 2025Q3: 3,864 shares; 2025Q4: 4,378 shares; 2026Q1: 4,145 shares 4,145$260K0.04%-233Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,897 shares; 2025Q2: not reported; 2025Q3: 12,181 shares; 2025Q4: 11,789 shares; 2026Q1: 11,878 shares 11,878$260K0.04%+89Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,352 shares; 2025Q2: 1,245 shares; 2025Q3: 1,215 shares; 2025Q4: 1,195 shares; 2026Q1: 1,151 shares 1,151$258K0.04%-44Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 1,786 shares; 2025Q1: 1,854 shares; 2025Q2: 1,798 shares; 2025Q3: 1,779 shares; 2025Q4: 1,892 shares; 2026Q1: 1,899 shares 1,899$258K0.04%+7Timeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,312 shares 5,312$257K0.04%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,436 shares; 2025Q1: 1,972 shares; 2025Q2: 1,990 shares; 2025Q3: 1,921 shares; 2025Q4: 1,829 shares; 2026Q1: 808 shares 808$254K0.04%-1,021Timeline
EQIXEQUINIX INCQuarterly 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: 259 shares 259$254K0.04%newTimeline
KWRQUAKER HOUGHTONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,570 shares; 2026Q1: 2,042 shares 2,042$254K0.04%+472Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 8,508 shares; 2025Q1: 8,282 shares; 2025Q2: 8,713 shares; 2025Q3: 4,589 shares; 2025Q4: 6,248 shares; 2026Q1: 7,638 shares 7,638$253K0.04%+1,390Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 1,095 shares; 2025Q2: 962 shares; 2025Q3: 943 shares; 2025Q4: 1,014 shares; 2026Q1: 1,154 shares 1,154$253K0.04%+140Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,690 shares; 2025Q1: 3,635 shares; 2025Q2: 3,507 shares; 2025Q3: 3,649 shares; 2025Q4: 3,692 shares; 2026Q1: 3,465 shares 3,465$253K0.04%-227Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 2,813 shares; 2025Q1: 3,168 shares; 2025Q2: 2,718 shares; 2025Q3: 3,102 shares; 2025Q4: 3,216 shares; 2026Q1: 1,487 shares 1,487$252K0.04%-1,729Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,902 shares; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: not reported; 2026Q1: 4,713 shares 4,713$252K0.04%newTimeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 4,205 shares; 2025Q1: 4,147 shares; 2025Q2: 4,114 shares; 2025Q3: not reported; 2025Q4: 6,207 shares; 2026Q1: 6,040 shares 6,040$251K0.04%-167Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 2,284 shares; 2025Q4: 1,825 shares; 2026Q1: 1,733 shares 1,733$251K0.04%-92Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 452 shares; 2025Q1: 509 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 435 shares; 2026Q1: 144 shares 144$249K0.03%-291Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,918 shares; 2025Q1: 1,767 shares; 2025Q2: 1,739 shares; 2025Q3: 1,720 shares; 2025Q4: 1,643 shares; 2026Q1: 1,688 shares 1,688$249K0.03%+45Timeline
CTRECARETRUST REIT INCQuarterly 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: 6,541 shares; 2025Q4: 7,099 shares; 2026Q1: 6,713 shares 6,713$249K0.03%-386Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 9,968 shares; 2025Q1: 10,914 shares; 2025Q2: 10,093 shares; 2025Q3: 11,685 shares; 2025Q4: 14,525 shares; 2026Q1: 14,637 shares 14,637$246K0.03%+112Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,659 shares; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,991 shares; 2025Q4: 3,748 shares; 2026Q1: 3,377 shares 3,377$246K0.03%-371Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238$245K0.03%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,353 shares; 2025Q4: 3,166 shares; 2026Q1: 5,343 shares 5,343$245K0.03%+2,177Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,274 shares; 2025Q3: 1,347 shares; 2025Q4: 1,713 shares; 2026Q1: 1,356 shares 1,356$244K0.03%-357Timeline
ITRIITRON INCQuarterly 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: 2,100 shares; 2025Q4: 2,519 shares; 2026Q1: 2,727 shares 2,727$244K0.03%+208Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,754 shares; 2025Q1: 4,441 shares; 2025Q2: 4,443 shares; 2025Q3: 4,369 shares; 2025Q4: 4,045 shares; 2026Q1: 3,934 shares 3,934$244K0.03%-111Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 616 shares; 2025Q4: 670 shares; 2026Q1: 809 shares 809$243K0.03%+139Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,432 shares; 2025Q3: 1,482 shares; 2025Q4: 1,356 shares; 2026Q1: 1,546 shares 1,546$243K0.03%+190Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 1,630 shares; 2025Q4: 1,713 shares; 2026Q1: 1,778 shares 1,778$243K0.03%+65Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,529 shares; 2025Q4: 1,475 shares; 2026Q1: 1,482 shares 1,482$243K0.03%+7Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,401 shares; 2025Q1: 1,445 shares; 2025Q2: 1,431 shares; 2025Q3: 1,493 shares; 2025Q4: 1,577 shares; 2026Q1: 1,607 shares 1,607$242K0.03%+30Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,182 shares; 2025Q2: 1,007 shares; 2025Q3: 989 shares; 2025Q4: 965 shares; 2026Q1: 1,004 shares 1,004$240K0.03%+39Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,104 shares 2,104$239K0.03%newTimeline
CPKCHESAPEAKE UTILS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,182 shares; 2025Q1: 2,022 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 1,907 shares; 2026Q1: 1,851 shares 1,851$235K0.03%-56Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 618 shares; 2025Q1: 580 shares; 2025Q2: 544 shares; 2025Q3: 650 shares; 2025Q4: 597 shares; 2026Q1: 620 shares 620$234K0.03%+23Timeline
EEEXCELERATE ENERGY INCQuarterly 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: 7,229 shares; 2026Q1: 6,899 shares 6,899$231K0.03%-330Timeline
ESQESQUIRE FINL HLDGS INCQuarterly 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: 2,135 shares 2,135$229K0.03%newTimeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354$229K0.03%newTimeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,375 shares; 2025Q1: 12,144 shares; 2025Q2: 15,829 shares; 2025Q3: 20,132 shares; 2025Q4: 19,023 shares; 2026Q1: 20,199 shares 20,199$228K0.03%+1,176Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares 2,801$228K0.03%newTimeline
THROBLACKROCK ETF TRUSTQuarterly 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: 6,282 shares 6,282$228K0.03%newTimeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,928 shares; 2025Q1: 3,426 shares; 2025Q2: 3,538 shares; 2025Q3: 3,660 shares; 2025Q4: 3,545 shares; 2026Q1: 3,164 shares 3,164$227K0.03%-381Timeline
MMSIMERIT MED SYS INCQuarterly 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: 2,975 shares; 2026Q1: 3,290 shares 3,290$227K0.03%+315Timeline
IRINGERSOLL RAND INCQuarterly 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: 2,642 shares; 2026Q1: 2,818 shares 2,818$226K0.03%+176Timeline
BIPCBROOKFIELD INFRASTRUCTURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,554 shares; 2025Q2: 7,570 shares; 2025Q3: 6,238 shares; 2025Q4: 5,917 shares; 2026Q1: 5,711 shares 5,711$226K0.03%-206Timeline
ASAMER SPORTS INCQuarterly 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: 6,838 shares; 2026Q1: 6,847 shares 6,847$225K0.03%+9Timeline
CNSCOHEN & STEERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,249 shares; 2025Q1: 3,894 shares; 2025Q2: 3,902 shares; 2025Q3: 3,903 shares; 2025Q4: 3,675 shares; 2026Q1: 3,597 shares 3,597$225K0.03%-78Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,650 shares; 2025Q1: 1,728 shares; 2025Q2: 1,702 shares; 2025Q3: 1,379 shares; 2025Q4: 1,204 shares; 2026Q1: 1,093 shares 1,093$224K0.03%-111Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,527 shares; 2025Q3: 2,769 shares; 2025Q4: 2,363 shares; 2026Q1: 3,198 shares 3,198$222K0.03%+835Timeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,345 shares; 2025Q1: 4,153 shares; 2025Q2: 3,947 shares; 2025Q3: 4,201 shares; 2025Q4: 3,768 shares; 2026Q1: 3,859 shares 3,859$221K0.03%+91Timeline
VLRSCONTROLADORA VUELA COMP DE AQuarterly 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: 30,516 shares 30,516$221K0.03%newTimeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 3,857 shares; 2025Q1: 3,110 shares; 2025Q2: 3,340 shares; 2025Q3: 3,306 shares; 2025Q4: 3,398 shares; 2026Q1: 3,118 shares 3,118$220K0.03%-280Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,111 shares; 2025Q1: 1,771 shares; 2025Q2: 1,740 shares; 2025Q3: 1,751 shares; 2025Q4: 1,681 shares; 2026Q1: 1,218 shares 1,218$220K0.03%-463Timeline
SFBSSERVISFIRST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,022 shares 3,022$220K0.03%newTimeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,899 shares 1,899$219K0.03%newTimeline
CMICUMMINS INCQuarterly 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: 407 shares 407$219K0.03%newTimeline
HLNEHAMILTON LANE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,298 shares; 2025Q1: 3,127 shares; 2025Q2: 2,565 shares; 2025Q3: 2,239 shares; 2025Q4: 2,300 shares; 2026Q1: 2,186 shares 2,186$218K0.03%-114Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,544 shares; 2025Q1: 1,446 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,937 shares; 2026Q1: 2,382 shares 2,382$218K0.03%+445Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,902 shares; 2025Q1: 3,414 shares; 2025Q2: 4,013 shares; 2025Q3: 2,670 shares; 2025Q4: 2,543 shares; 2026Q1: 2,670 shares 2,670$218K0.03%+127Timeline
ITWILLINOIS TOOL WKS INCQuarterly 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: 832 shares 832$218K0.03%newTimeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,829 shares; 2025Q4: 4,097 shares; 2026Q1: 4,689 shares 4,689$217K0.03%+592Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares 3,486$216K0.03%newTimeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,475 shares; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 2,217 shares; 2025Q4: 2,920 shares; 2026Q1: 2,217 shares 2,217$216K0.03%-703Timeline
NWGNATWEST GROUP PLCQuarterly 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: 10,104 shares; 2026Q1: 13,971 shares 13,971$215K0.03%+3,867Timeline
MKCMCCORMICK & CO INCQuarterly 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: 4,266 shares 4,266$215K0.03%newTimeline
ARGXARGENX SEQuarterly 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: 353 shares; 2026Q1: 293 shares 293$214K0.03%-60Timeline
BMIBADGER METER INCQuarterly 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: 1,158 shares; 2026Q1: 1,398 shares 1,398$213K0.03%+240Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,147 shares; 2025Q4: 1,256 shares; 2026Q1: 1,212 shares 1,212$212K0.03%-44Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,639 shares 8,639$211K0.03%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,222 shares; 2025Q1: 6,109 shares; 2025Q2: 8,177 shares; 2025Q3: 8,756 shares; 2025Q4: 7,220 shares; 2026Q1: 6,580 shares 6,580$211K0.03%-640Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,982 shares; 2025Q2: 4,879 shares; 2025Q3: 4,723 shares; 2025Q4: 4,293 shares; 2026Q1: 1,172 shares 1,172$210K0.03%-3,121Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674$209K0.03%newTimeline
CELHCELSIUS HLDGS INCQuarterly 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: 6,031 shares; 2026Q1: 5,900 shares 5,900$209K0.03%-131Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,442 shares; 2024Q4: 19,464 shares; 2025Q1: 18,241 shares; 2025Q2: 17,796 shares; 2025Q3: 22,105 shares; 2025Q4: 21,453 shares; 2026Q1: 26,212 shares 26,212$208K0.03%+4,759Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,575 shares; 2025Q1: 1,541 shares; 2025Q2: 1,529 shares; 2025Q3: 1,505 shares; 2025Q4: 1,440 shares; 2026Q1: 1,396 shares 1,396$207K0.03%-44Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FNCLFIDELITY COVINGTON TRUST116,387$9.05Mshares
IWFISHARES TR18,329$8.68Mshares
AZNASTRAZENECA PLC-SPONS ADR20,145$1.85Mshares
OMCOMNICOM GROUP INC16,956$1.37Mshares
SLVISHARES SILVER TR17,091$1.1Mshares
RLRALPH LAUREN CORP2,902$1.03Mshares
BWABORGWARNER INC18,400$829Kshares
SLBSLB LIMITED19,982$767Kshares
APTVAPTIV PLC9,709$739Kshares
CPNGCOUPANG INC30,082$710Kshares
ADMARCHER DANIELS MIDLAND CO12,039$692Kshares
XLYSELECT SECTOR SPDR TR5,775$690Kshares
RACEFERRARI N V1,725$638Kshares
BGBUNGE GLOBAL SA6,261$558Kshares
LKQLKQ CORP17,845$539Kshares
MNDYMONDAY COM LTD3,302$487Kshares
BUDANHEUSER BUSCH INBEV SA NV7,143$457Kshares
URTHISHARES INC2,418$449Kshares
PAYCPAYCOM SOFTWARE INC2,651$423Kshares
PIPRPIPER SANDLER COS1,131$384Kshares
LDOSLEIDOS HOLDINGS INC2,057$371Kshares
CCKCROWN HLDGS INC3,286$338Kshares
CVNACARVANA CO801$338Kshares
LTHLIFE TIME GROUP HOLDINGS INC12,704$338Kshares
EMBISHARES TR3,400$327Kshares
TIGRUP FINTECH HLDG LTD32,372$309Kshares
ACADACADIA PHARMACEUTICALS INC11,306$302Kshares
WINGWINGSTOP INC1,212$289Kshares
CTRACOTERRA ENERGY INC10,869$286Kshares
SCHGSCHWAB STRATEGIC TR8,441$275Kshares
VEEVVEEVA SYS INC1,213$271Kshares
BITBBITWISE BITCOIN ETF TR5,615$267Kshares
AESAES CORP18,487$265Kshares
ORLYOREILLY AUTOMOTIVE INC2,884$263Kshares
TTEKTETRA TECH INC NEW7,746$260Kshares
UNFUNIFIRST CORP MASS1,309$253Kshares
CRAICRA INTL INC1,202$241Kshares
HDBHDFC BANK LTD6,403$234Kshares
MPWRMONOLITHIC PWR SYS INC257$233Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL514$229Kshares
COOCOOPER COS INC2,792$229Kshares
SNASNAP ON INC663$229Kshares
GPIGROUP 1 AUTOMOTIVE INC577$227Kshares
KNSLKINSALE CAP GROUP INC571$223Kshares
FFORD MTR CO16,875$221Kshares
RDDTREDDIT INC949$218Kshares
FITBFIFTH THIRD BANCORP4,636$217Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO2,581$214Kshares
PKGPACKAGING CORP AMER1,034$213Kshares
AEGAEGON LTD27,653$213Kshares
RJFRAYMOND JAMES FINL INC1,315$211Kshares
WDAYWORKDAY INC981$211Kshares
KBRKBR INC5,016$202Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001677501-26-000005 base2026-04-30acceptance time not in the bulk data set