IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083,380 shares; 2024Q4: 1,055,637 shares; 2025Q1: 1,080,429 shares; 2025Q2: 1,124,018 shares; 2025Q3: 1,124,371 shares; 2025Q4: 1,109,966 shares; 2026Q1: 1,155,500 shares 1,155,500 $755M 4.9% +45,534 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167,659 shares; 2024Q4: 7,171,577 shares; 2025Q1: 7,252,805 shares; 2025Q2: 9,107,538 shares; 2025Q3: 9,444,439 shares; 2025Q4: 9,971,281 shares; 2026Q1: 10,146,012 shares 10,146,012 $685M 4.45% +174,731 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,440,491 shares; 2024Q4: 7,774,228 shares; 2025Q1: 8,120,181 shares; 2025Q2: 7,644,326 shares; 2025Q3: 7,888,993 shares; 2025Q4: 8,032,715 shares; 2026Q1: 8,136,420 shares 8,136,420 $521M 3.39% +103,705 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508,022 shares; 2024Q4: 3,533,595 shares; 2025Q1: 3,598,663 shares; 2025Q2: 3,798,876 shares; 2025Q3: 3,831,895 shares; 2025Q4: 4,010,129 shares; 2026Q1: 4,011,360 shares 4,011,360 $499M 3.24% +1,231 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,805,425 shares; 2024Q4: 11,190,824 shares; 2025Q1: 11,358,132 shares; 2025Q2: 9,708,841 shares; 2025Q3: 9,105,382 shares; 2025Q4: 9,160,980 shares; 2026Q1: 9,245,351 shares 9,245,351 $452M 2.94% +84,371 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176,797 shares; 2024Q4: 1,164,982 shares; 2025Q1: 1,219,962 shares; 2025Q2: 1,213,761 shares; 2025Q3: 1,213,062 shares; 2025Q4: 1,202,866 shares; 2026Q1: 1,169,802 shares 1,169,802 $433M 2.81% -33,064 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612,385 shares; 2024Q4: 1,614,137 shares; 2025Q1: 1,621,959 shares; 2025Q2: 1,622,067 shares; 2025Q3: 1,605,256 shares; 2025Q4: 1,597,271 shares; 2026Q1: 1,633,436 shares 1,633,436 $415M 2.69% +36,165 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414,473 shares; 2024Q4: 2,400,996 shares; 2025Q1: 2,394,836 shares; 2025Q2: 2,395,142 shares; 2025Q3: 2,472,420 shares; 2025Q4: 2,458,062 shares; 2026Q1: 2,364,349 shares 2,364,349 $412M 2.68% -93,713 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170,836 shares; 2024Q4: 1,158,011 shares; 2025Q1: 1,181,343 shares; 2025Q2: 1,168,149 shares; 2025Q3: 1,155,383 shares; 2025Q4: 1,142,428 shares; 2026Q1: 1,065,620 shares 1,065,620 $313M 2.04% -76,808 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933,498 shares; 2024Q4: 2,961,286 shares; 2025Q1: 3,119,775 shares; 2025Q2: 3,270,427 shares; 2025Q3: 3,354,099 shares; 2025Q4: 3,386,992 shares; 2026Q1: 5,772,617 shares 5,772,617 $312M 2.03% +2,385,625 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871,648 shares; 2024Q4: 2,820,325 shares; 2025Q1: 2,778,850 shares; 2025Q2: 2,786,865 shares; 2025Q3: 2,750,825 shares; 2025Q4: 2,705,320 shares; 2026Q1: 2,694,953 shares 2,694,953 $305M 1.98% -10,367 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,762 shares; 2024Q4: 139,907 shares; 2025Q1: 143,566 shares; 2025Q2: 846,877 shares; 2025Q3: 900,601 shares; 2025Q4: 945,481 shares; 2026Q1: 1,055,840 shares 1,055,840 $303M 1.97% +110,359 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860,722 shares; 2024Q4: 1,844,214 shares; 2025Q1: 1,837,878 shares; 2025Q2: 1,821,322 shares; 2025Q3: 1,806,157 shares; 2025Q4: 1,795,609 shares; 2026Q1: 1,738,245 shares 1,738,245 $295M 1.91% -57,364 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,432 shares; 2024Q4: 374,892 shares; 2025Q1: 356,714 shares; 2025Q2: 347,872 shares; 2025Q3: 343,586 shares; 2025Q4: 339,357 shares; 2026Q1: 295,365 shares 295,365 $272M 1.76% -43,992 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318,008 shares; 2024Q4: 2,321,318 shares; 2025Q1: 2,264,118 shares; 2025Q2: 2,268,668 shares; 2025Q3: 2,243,069 shares; 2025Q4: 2,192,107 shares; 2026Q1: 2,161,904 shares 2,161,904 $269M 1.74% -30,203 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,426 shares; 2024Q4: 724,827 shares; 2025Q1: 723,600 shares; 2025Q2: 725,470 shares; 2025Q3: 725,140 shares; 2025Q4: 724,468 shares; 2026Q1: 722,531 shares 722,531 $262M 1.7% -1,937 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855,348 shares; 2024Q4: 863,381 shares; 2025Q1: 865,592 shares; 2025Q2: 862,895 shares; 2025Q3: 862,885 shares; 2025Q4: 863,855 shares; 2026Q1: 865,112 shares 865,112 $249M 1.62% +1,257 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,432 shares; 2024Q4: 666,150 shares; 2025Q1: 662,085 shares; 2025Q2: 661,566 shares; 2025Q3: 900,494 shares; 2025Q4: 902,678 shares; 2026Q1: 837,398 shares 837,398 $205M 1.33% -65,280 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459,839 shares; 2024Q4: 2,476,882 shares; 2025Q1: 2,433,111 shares; 2025Q2: 2,150,578 shares; 2025Q3: 2,098,244 shares; 2025Q4: 2,093,177 shares; 2026Q1: 2,076,718 shares 2,076,718 $202M 1.31% -16,459 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,708 shares; 2024Q4: 349,672 shares; 2025Q1: 353,059 shares; 2025Q2: 385,606 shares; 2025Q3: 381,283 shares; 2025Q4: 382,636 shares; 2026Q1: 328,683 shares 328,683 $196M 1.28% -53,953 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,981 shares; 2024Q4: 847,700 shares; 2025Q1: 874,431 shares; 2025Q2: 875,139 shares; 2025Q3: 875,922 shares; 2025Q4: 877,227 shares; 2026Q1: 915,570 shares 915,570 $191M 1.24% +38,343 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,089 shares; 2024Q4: 484,620 shares; 2025Q1: 471,442 shares; 2025Q2: 467,049 shares; 2025Q3: 455,138 shares; 2025Q4: 448,988 shares; 2026Q1: 443,490 shares 443,490 $189M 1.23% -5,498 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834,494 shares; 2024Q4: 821,361 shares; 2025Q1: 814,562 shares; 2025Q2: 823,382 shares; 2025Q3: 814,996 shares; 2025Q4: 793,863 shares; 2026Q1: 778,563 shares 778,563 $161M 1.05% -15,300 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,529 shares; 2024Q4: 441,134 shares; 2025Q1: 584,385 shares; 2025Q2: 662,841 shares; 2025Q3: 707,166 shares; 2025Q4: 712,514 shares; 2026Q1: 739,038 shares 739,038 $161M 1.04% +26,524 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417,826 shares; 2024Q4: 1,432,820 shares; 2025Q1: 1,335,091 shares; 2025Q2: 1,308,003 shares; 2025Q3: 1,283,487 shares; 2025Q4: 1,277,678 shares; 2026Q1: 1,317,370 shares 1,317,370 $158M 1.03% +39,692 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,318 shares; 2024Q4: 69,776 shares; 2025Q1: 70,194 shares; 2025Q2: 349,663 shares; 2025Q3: 453,934 shares; 2025Q4: 488,475 shares; 2026Q1: 507,595 shares 507,595 $157M 1.02% +19,120 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993,098 shares; 2024Q4: 982,938 shares; 2025Q1: 983,982 shares; 2025Q2: 982,186 shares; 2025Q3: 979,221 shares; 2025Q4: 971,468 shares; 2026Q1: 955,066 shares 955,066 $153M 0.99% -16,402 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624,427 shares; 2024Q4: 1,615,249 shares; 2025Q1: 1,618,831 shares; 2025Q2: 1,597,698 shares; 2025Q3: 1,580,090 shares; 2025Q4: 1,560,304 shares; 2026Q1: 1,522,904 shares 1,522,904 $141M 0.92% -37,400 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793,651 shares; 2024Q4: 793,651 shares; 2025Q1: 793,651 shares; 2025Q2: 793,651 shares; 2025Q3: 793,651 shares; 2025Q4: 790,893 shares; 2026Q1: 792,275 shares 792,275 $128M 0.83% +1,382 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,260 shares; 2024Q4: 353,005 shares; 2025Q1: 371,607 shares; 2025Q2: 372,714 shares; 2025Q3: 379,738 shares; 2025Q4: 377,837 shares; 2026Q1: 382,303 shares 382,303 $119M 0.77% +4,466 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,755 shares; 2024Q4: 519,727 shares; 2025Q1: 508,494 shares; 2025Q2: 500,234 shares; 2025Q3: 493,194 shares; 2025Q4: 481,843 shares; 2026Q1: 469,501 shares 469,501 $108M 0.7% -12,342 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,143 shares; 2024Q4: 300,354 shares; 2025Q1: 301,266 shares; 2025Q2: 301,638 shares; 2025Q3: 301,733 shares; 2025Q4: 320,940 shares; 2026Q1: 322,114 shares 322,114 $106M 0.69% +1,174 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,037 shares; 2024Q4: 178,744 shares; 2025Q1: 189,691 shares; 2025Q2: 186,331 shares; 2025Q3: 183,502 shares; 2025Q4: 185,047 shares; 2026Q1: 184,958 shares 184,958 $106M 0.69% -89 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933,750 shares; 2024Q4: 854,155 shares; 2025Q1: 804,065 shares; 2025Q2: 801,594 shares; 2025Q3: 777,047 shares; 2025Q4: 758,667 shares; 2026Q1: 741,910 shares 741,910 $103M 0.67% -16,757 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,245 shares; 2024Q4: 362,060 shares; 2025Q1: 306,964 shares; 2025Q2: 316,007 shares; 2025Q3: 309,447 shares; 2025Q4: 330,541 shares; 2026Q1: 320,890 shares 320,890 $103M 0.67% -9,651 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,342 shares; 2024Q4: 96,427 shares; 2025Q1: 97,660 shares; 2025Q2: 94,229 shares; 2025Q3: 92,931 shares; 2025Q4: 91,683 shares; 2026Q1: 89,193 shares 89,193 $88.9M 0.58% -2,490 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,624 shares; 2024Q4: 1,070,523 shares; 2025Q1: 1,075,491 shares; 2025Q2: 1,036,601 shares; 2025Q3: 1,069,670 shares; 2025Q4: 1,050,877 shares; 2026Q1: 952,567 shares 952,567 $86.2M 0.56% -98,310 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 110,902 shares; 2025Q1: 118,311 shares; 2025Q2: 123,433 shares; 2025Q3: 97,320 shares; 2025Q4: 98,727 shares; 2026Q1: 97,041 shares 97,041 $84.7M 0.55% -1,686 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301,792 shares; 2024Q4: 1,246,905 shares; 2025Q1: 1,182,168 shares; 2025Q2: 1,207,885 shares; 2025Q3: 1,169,276 shares; 2025Q4: 1,135,457 shares; 2026Q1: 1,088,902 shares 1,088,902 $82.8M 0.54% -46,555 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,409 shares; 2024Q4: 973,935 shares; 2025Q1: 1,012,871 shares; 2025Q2: 1,025,621 shares; 2025Q3: 1,034,099 shares; 2025Q4: 1,042,732 shares; 2026Q1: 1,032,974 shares 1,032,974 $82.1M 0.53% -9,758 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,872 shares; 2024Q4: 416,063 shares; 2025Q1: 419,457 shares; 2025Q2: 371,018 shares; 2025Q3: 387,830 shares; 2025Q4: 390,578 shares; 2026Q1: 388,871 shares 388,871 $81.7M 0.53% -1,707 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489,386 shares; 2024Q4: 1,486,786 shares; 2025Q1: 1,489,404 shares; 2025Q2: 1,476,084 shares; 2025Q3: 1,439,689 shares; 2025Q4: 1,452,745 shares; 2026Q1: 1,427,520 shares 1,427,520 $81.1M 0.53% -25,225 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,640 shares; 2024Q4: 213,010 shares; 2025Q1: 197,217 shares; 2025Q2: 194,090 shares; 2025Q3: 185,992 shares; 2025Q4: 184,039 shares; 2026Q1: 399,761 shares 399,761 $77.1M 0.5% +215,722 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,978 shares; 2025Q2: 82,985 shares; 2025Q3: 81,330 shares; 2025Q4: 79,864 shares; 2026Q1: 78,843 shares 78,843 $75.8M 0.49% -1,021 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,512 shares; 2024Q4: 292,651 shares; 2025Q1: 286,764 shares; 2025Q2: 277,041 shares; 2025Q3: 278,486 shares; 2025Q4: 272,480 shares; 2026Q1: 259,556 shares 259,556 $74.5M 0.48% -12,924 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,668 shares; 2024Q4: 398,359 shares; 2025Q1: 389,284 shares; 2025Q2: 361,047 shares; 2025Q3: 356,875 shares; 2025Q4: 348,547 shares; 2026Q1: 340,672 shares 340,672 $73.8M 0.48% -7,875 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,996 shares; 2024Q4: 340,720 shares; 2025Q1: 342,467 shares; 2025Q2: 346,814 shares; 2025Q3: 346,500 shares; 2025Q4: 342,959 shares; 2026Q1: 339,890 shares 339,890 $72.1M 0.47% -3,069 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797,992 shares; 2024Q4: 857,932 shares; 2025Q1: 891,487 shares; 2025Q2: 932,137 shares; 2025Q3: 932,877 shares; 2025Q4: 987,507 shares; 2026Q1: 1,028,156 shares 1,028,156 $71.7M 0.47% +40,649 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,994 shares; 2024Q4: 282,167 shares; 2025Q1: 278,269 shares; 2025Q2: 283,440 shares; 2025Q3: 276,142 shares; 2025Q4: 282,563 shares; 2026Q1: 283,456 shares 283,456 $70.3M 0.46% +893 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,012 shares; 2024Q4: 76,137 shares; 2025Q1: 78,124 shares; 2025Q2: 79,575 shares; 2025Q3: 81,244 shares; 2025Q4: 82,307 shares; 2026Q1: 82,191 shares 82,191 $69.5M 0.45% -116 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,838 shares; 2024Q4: 99,856 shares; 2025Q1: 99,282 shares; 2025Q2: 105,309 shares; 2025Q3: 98,143 shares; 2025Q4: 112,610 shares; 2026Q1: 103,356 shares 103,356 $67.2M 0.44% -9,254 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,426 shares; 2025Q1: 120,208 shares; 2025Q2: 127,171 shares; 2025Q3: 131,982 shares; 2025Q4: 135,672 shares; 2026Q1: 121,815 shares 121,815 $66.9M 0.43% -13,857 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,718 shares; 2024Q4: 267,025 shares; 2025Q1: 258,544 shares; 2025Q2: 251,572 shares; 2025Q3: 247,014 shares; 2025Q4: 217,794 shares; 2026Q1: 203,274 shares 203,274 $66.9M 0.43% -14,520 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,867 shares; 2024Q4: 557,528 shares; 2025Q1: 548,732 shares; 2025Q2: 542,183 shares; 2025Q3: 535,579 shares; 2025Q4: 517,504 shares; 2026Q1: 495,338 shares 495,338 $65.4M 0.42% -22,166 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,977 shares; 2024Q4: 295,063 shares; 2025Q1: 288,809 shares; 2025Q2: 285,924 shares; 2025Q3: 277,109 shares; 2025Q4: 271,424 shares; 2026Q1: 332,250 shares 332,250 $64.5M 0.42% +60,826 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,184 shares; 2025Q4: 522,725 shares; 2026Q1: 542,377 shares 542,377 $64.4M 0.42% +19,652 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141,730 shares; 2024Q4: 1,144,922 shares; 2025Q1: 1,135,989 shares; 2025Q2: 1,055,957 shares; 2025Q3: 1,013,161 shares; 2025Q4: 938,780 shares; 2026Q1: 933,709 shares 933,709 $63.9M 0.42% -5,071 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,174 shares; 2024Q4: 130,895 shares; 2025Q1: 132,520 shares; 2025Q2: 133,216 shares; 2025Q3: 134,538 shares; 2025Q4: 134,105 shares; 2026Q1: 127,555 shares 127,555 $63.7M 0.41% -6,550 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,357 shares; 2024Q4: 139,669 shares; 2025Q1: 137,190 shares; 2025Q2: 134,574 shares; 2025Q3: 131,449 shares; 2025Q4: 129,936 shares; 2026Q1: 126,817 shares 126,817 $62.2M 0.4% -3,119 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,117 shares; 2024Q4: 556,671 shares; 2025Q1: 805,488 shares; 2025Q2: 847,320 shares; 2025Q3: 849,389 shares; 2025Q4: 840,029 shares; 2026Q1: 853,930 shares 853,930 $60.4M 0.39% +13,901 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,891 shares; 2024Q4: 220,813 shares; 2025Q1: 409,105 shares; 2025Q2: 434,379 shares; 2025Q3: 441,165 shares; 2025Q4: 442,919 shares; 2026Q1: 404,192 shares 404,192 $59.5M 0.39% -38,727 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,907 shares; 2024Q4: 107,188 shares; 2025Q1: 109,050 shares; 2025Q2: 303,393 shares; 2025Q3: 334,020 shares; 2025Q4: 558,262 shares; 2026Q1: 607,303 shares 607,303 $58.5M 0.38% +49,041 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239,993 shares; 2024Q4: 1,232,071 shares; 2025Q1: 1,224,615 shares; 2025Q2: 1,210,898 shares; 2025Q3: 1,207,114 shares; 2025Q4: 1,190,049 shares; 2026Q1: 1,168,122 shares 1,168,122 $57.3M 0.37% -21,927 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,904 shares; 2024Q4: 232,495 shares; 2025Q1: 238,824 shares; 2025Q2: 247,880 shares; 2025Q3: 252,110 shares; 2025Q4: 253,053 shares; 2026Q1: 249,088 shares 249,088 $54M 0.35% -3,965 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639,198 shares; 2024Q4: 2,644,519 shares; 2025Q1: 2,653,187 shares; 2025Q2: 1,990,663 shares; 2025Q3: 1,947,237 shares; 2025Q4: 1,913,620 shares; 2026Q1: 1,849,061 shares 1,849,061 $53.6M 0.35% -64,559 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,285 shares; 2024Q4: 230,329 shares; 2025Q1: 233,381 shares; 2025Q2: 238,941 shares; 2025Q3: 228,424 shares; 2025Q4: 234,089 shares; 2026Q1: 239,759 shares 239,759 $50.6M 0.33% +5,670 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,595 shares; 2024Q4: 180,231 shares; 2025Q1: 158,397 shares; 2025Q2: 154,827 shares; 2025Q3: 150,947 shares; 2025Q4: 149,040 shares; 2026Q1: 145,143 shares 145,143 $49.8M 0.32% -3,897 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,580 shares; 2024Q4: 251,909 shares; 2025Q1: 248,620 shares; 2025Q2: 247,677 shares; 2025Q3: 246,730 shares; 2025Q4: 248,334 shares; 2026Q1: 252,684 shares 252,684 $49.5M 0.32% +4,350 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,367 shares; 2024Q4: 243,869 shares; 2025Q1: 243,948 shares; 2025Q2: 246,960 shares; 2025Q3: 245,841 shares; 2025Q4: 240,364 shares; 2026Q1: 237,910 shares 237,910 $49.5M 0.32% -2,454 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,307 shares; 2024Q4: 75,231 shares; 2025Q1: 75,626 shares; 2025Q2: 62,707 shares; 2025Q3: 61,191 shares; 2025Q4: 568,155 shares; 2026Q1: 509,728 shares 509,728 $49M 0.32% -58,427 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625,479 shares; 2024Q4: 1,705,755 shares; 2025Q1: 1,740,772 shares; 2025Q2: 1,786,615 shares; 2025Q3: 1,818,469 shares; 2025Q4: 1,206,148 shares; 2026Q1: 1,042,770 shares 1,042,770 $48.4M 0.31% -163,378 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,232 shares; 2024Q4: 377,091 shares; 2025Q1: 377,707 shares; 2025Q2: 325,662 shares; 2025Q3: 341,306 shares; 2025Q4: 897,020 shares; 2026Q1: 990,060 shares 990,060 $48.3M 0.31% +93,040 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,299 shares; 2024Q4: 878,965 shares; 2025Q1: 881,313 shares; 2025Q2: 896,113 shares; 2025Q3: 908,616 shares; 2025Q4: 973,755 shares; 2026Q1: 1,037,651 shares 1,037,651 $47.9M 0.31% +63,896 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,256 shares; 2024Q4: 404,557 shares; 2025Q1: 420,549 shares; 2025Q2: 426,015 shares; 2025Q3: 465,976 shares; 2025Q4: 448,342 shares; 2026Q1: 931,475 shares 931,475 $47.9M 0.31% +483,133 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,236 shares; 2024Q4: 82,034 shares; 2025Q1: 79,805 shares; 2025Q2: 78,540 shares; 2025Q3: 76,565 shares; 2025Q4: 67,334 shares; 2026Q1: 67,529 shares 67,529 $47.8M 0.31% +195 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 15,225 shares; 2025Q1: 14,227 shares; 2025Q2: 65,317 shares; 2025Q3: 67,576 shares; 2025Q4: 67,157 shares; 2026Q1: 94,368 shares 94,368 $46.8M 0.3% +27,211 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,886 shares; 2024Q4: 442,234 shares; 2025Q1: 438,829 shares; 2025Q2: 467,602 shares; 2025Q3: 482,834 shares; 2025Q4: 464,139 shares; 2026Q1: 462,176 shares 462,176 $46.5M 0.3% -1,963 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,883 shares; 2024Q4: 126,016 shares; 2025Q1: 129,323 shares; 2025Q2: 150,490 shares; 2025Q3: 152,271 shares; 2025Q4: 168,052 shares; 2026Q1: 174,447 shares 174,447 $45.7M 0.3% +6,395 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004,584 shares; 2024Q4: 973,718 shares; 2025Q1: 986,701 shares; 2025Q2: 1,415,139 shares; 2025Q3: 1,646,180 shares; 2025Q4: 1,502,820 shares; 2026Q1: 1,545,091 shares 1,545,091 $44.4M 0.29% +42,271 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495,730 shares; 2024Q4: 1,498,918 shares; 2025Q1: 1,472,697 shares; 2025Q2: 494,648 shares; 2025Q3: 412,175 shares; 2025Q4: 382,599 shares; 2026Q1: 367,261 shares 367,261 $43.5M 0.28% -15,338 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,860 shares; 2024Q4: 219,291 shares; 2025Q1: 213,984 shares; 2025Q2: 212,843 shares; 2025Q3: 228,101 shares; 2025Q4: 228,451 shares; 2026Q1: 119,597 shares 119,597 $42.8M 0.28% -108,854 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121,214 shares; 2024Q4: 2,010,986 shares; 2025Q1: 2,052,544 shares; 2025Q2: 2,035,420 shares; 2025Q3: 1,848,038 shares; 2025Q4: 1,806,397 shares; 2026Q1: 1,626,082 shares 1,626,082 $42.5M 0.28% -180,315 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,142 shares; 2024Q4: 163,573 shares; 2025Q1: 162,542 shares; 2025Q2: 162,025 shares; 2025Q3: 157,323 shares; 2025Q4: 156,142 shares; 2026Q1: 155,533 shares 155,533 $42.4M 0.27% -609 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,994 shares; 2024Q4: 627,819 shares; 2025Q1: 616,991 shares; 2025Q2: 603,444 shares; 2025Q3: 593,411 shares; 2025Q4: 588,456 shares; 2026Q1: 581,906 shares 581,906 $41.8M 0.27% -6,550 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,208 shares; 2024Q4: 59,553 shares; 2025Q1: 60,548 shares; 2025Q2: 65,085 shares; 2025Q3: 66,573 shares; 2025Q4: 67,050 shares; 2026Q1: 71,662 shares 71,662 $41.4M 0.27% +4,612 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,418 shares; 2025Q1: 200,169 shares; 2025Q2: 201,958 shares; 2025Q3: 199,783 shares; 2025Q4: 195,860 shares; 2026Q1: 193,847 shares 193,847 $40.5M 0.26% -2,013 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,135 shares; 2024Q4: 97,107 shares; 2025Q1: 97,815 shares; 2025Q2: 97,772 shares; 2025Q3: 99,267 shares; 2025Q4: 98,866 shares; 2026Q1: 95,018 shares 95,018 $40.4M 0.26% -3,848 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,050 shares; 2024Q4: 157,706 shares; 2025Q1: 143,379 shares; 2025Q2: 143,375 shares; 2025Q3: 141,205 shares; 2025Q4: 136,338 shares; 2026Q1: 133,703 shares 133,703 $40.4M 0.26% -2,635 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,648 shares; 2024Q4: 172,923 shares; 2025Q1: 190,761 shares; 2025Q2: 196,701 shares; 2025Q3: 200,413 shares; 2025Q4: 200,761 shares; 2026Q1: 192,187 shares 192,187 $39.8M 0.26% -8,574 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,886 shares; 2024Q4: 141,937 shares; 2025Q1: 140,406 shares; 2025Q2: 162,482 shares; 2025Q3: 164,678 shares; 2025Q4: 810,211 shares; 2026Q1: 935,684 shares 935,684 $38.4M 0.25% +125,473 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,648 shares; 2024Q4: 130,971 shares; 2025Q1: 129,977 shares; 2025Q2: 130,573 shares; 2025Q3: 129,800 shares; 2025Q4: 126,792 shares; 2026Q1: 125,573 shares 125,573 $38M 0.25% -1,219 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,725 shares; 2024Q4: 195,958 shares; 2025Q1: 190,353 shares; 2025Q2: 185,405 shares; 2025Q3: 181,048 shares; 2025Q4: 178,771 shares; 2026Q1: 176,389 shares 176,389 $37.7M 0.24% -2,382 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,015 shares; 2024Q4: 254,799 shares; 2025Q1: 262,605 shares; 2025Q2: 269,850 shares; 2025Q3: 279,220 shares; 2025Q4: 286,365 shares; 2026Q1: 287,278 shares 287,278 $37.7M 0.24% +913 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,031 shares; 2024Q4: 1,039,130 shares; 2025Q1: 1,045,447 shares; 2025Q2: 1,033,927 shares; 2025Q3: 1,038,423 shares; 2025Q4: 953,716 shares; 2026Q1: 641,451 shares 641,451 $37M 0.24% -312,265 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,308 shares; 2024Q4: 317,555 shares; 2025Q1: 301,580 shares; 2025Q2: 293,517 shares; 2025Q3: 280,464 shares; 2025Q4: 269,961 shares; 2026Q1: 254,763 shares 254,763 $36.8M 0.24% -15,198 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,380 shares; 2024Q4: 95,789 shares; 2025Q1: 90,548 shares; 2025Q2: 88,642 shares; 2025Q3: 89,561 shares; 2025Q4: 85,949 shares; 2026Q1: 76,296 shares 76,296 $36.6M 0.24% -9,653 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,308 shares; 2024Q4: 25,934 shares; 2025Q1: 25,328 shares; 2025Q2: 29,221 shares; 2025Q3: 25,911 shares; 2025Q4: 25,049 shares; 2026Q1: 182,011 shares 182,011 $36.2M 0.24% +156,962 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,542 shares; 2024Q4: 133,405 shares; 2025Q1: 132,502 shares; 2025Q2: 130,283 shares; 2025Q3: 127,956 shares; 2025Q4: 126,770 shares; 2026Q1: 124,832 shares 124,832 $35.8M 0.23% -1,938 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,917 shares; 2024Q4: 185,261 shares; 2025Q1: 181,825 shares; 2025Q2: 185,169 shares; 2025Q3: 185,507 shares; 2025Q4: 181,326 shares; 2026Q1: 175,093 shares 175,093 $34.7M 0.23% -6,233 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517,120 shares; 2024Q4: 504,403 shares; 2025Q1: 506,464 shares; 2025Q2: 517,635 shares; 2025Q3: 503,083 shares; 2025Q4: 490,193 shares; 2026Q1: 468,049 shares 468,049 $33.4M 0.22% -22,144 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,462 shares; 2025Q1: 5,445 shares; 2025Q2: 4,505 shares; 2025Q3: 333,925 shares; 2025Q4: 342,455 shares; 2026Q1: 345,148 shares 345,148 $32.3M 0.21% +2,693 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,980 shares; 2024Q4: 21,210 shares; 2025Q1: 21,033 shares; 2025Q2: 20,636 shares; 2025Q3: 20,801 shares; 2025Q4: 20,928 shares; 2026Q1: 196,183 shares 196,183 $32.3M 0.21% +175,255 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,894 shares; 2024Q4: 222,323 shares; 2025Q1: 206,469 shares; 2025Q2: 205,316 shares; 2025Q3: 201,282 shares; 2025Q4: 215,956 shares; 2026Q1: 214,837 shares 214,837 $31.8M 0.21% -1,119 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,056 shares; 2024Q4: 268,551 shares; 2025Q1: 420,271 shares; 2025Q2: 512,239 shares; 2025Q3: 501,893 shares; 2025Q4: 467,162 shares; 2026Q1: 480,208 shares 480,208 $31M 0.2% +13,046 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,623 shares; 2024Q4: 244,092 shares; 2025Q1: 252,670 shares; 2025Q2: 291,489 shares; 2025Q3: 301,183 shares; 2025Q4: 299,469 shares; 2026Q1: 316,754 shares 316,754 $30.8M 0.2% +17,285 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,743 shares; 2025Q4: 200,301 shares; 2026Q1: 210,368 shares 210,368 $29.7M 0.19% +10,067 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,289 shares; 2024Q4: 131,239 shares; 2025Q1: 131,437 shares; 2025Q2: 68,077 shares; 2025Q3: 64,641 shares; 2025Q4: 62,503 shares; 2026Q1: 58,636 shares 58,636 $28.8M 0.19% -3,867 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,469 shares; 2024Q4: 311,612 shares; 2025Q1: 312,720 shares; 2025Q2: 312,440 shares; 2025Q3: 307,081 shares; 2025Q4: 164,494 shares; 2026Q1: 116,741 shares 116,741 $28.3M 0.18% -47,753 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,082 shares; 2024Q4: 286,552 shares; 2025Q1: 254,101 shares; 2025Q2: 256,714 shares; 2025Q3: 260,851 shares; 2025Q4: 265,079 shares; 2026Q1: 272,548 shares 272,548 $27.1M 0.18% +7,469 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019,235 shares; 2024Q4: 922,382 shares; 2025Q1: 887,910 shares; 2025Q2: 726,495 shares; 2025Q3: 662,771 shares; 2025Q4: 679,352 shares; 2026Q1: 630,964 shares 630,964 $26.9M 0.17% -48,388 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,226 shares; 2024Q4: 472,185 shares; 2025Q1: 494,075 shares; 2025Q2: 525,511 shares; 2025Q3: 533,121 shares; 2025Q4: 526,884 shares; 2026Q1: 533,851 shares 533,851 $26.8M 0.17% +6,967 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,319 shares; 2024Q4: 583,296 shares; 2025Q1: 603,367 shares; 2025Q2: 611,263 shares; 2025Q3: 597,475 shares; 2025Q4: 487,235 shares; 2026Q1: 507,547 shares 507,547 $25.6M 0.17% +20,312 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 843 shares; 2025Q1: 2,219 shares; 2025Q2: 2,878 shares; 2025Q3: 2,853 shares; 2025Q4: 2,876 shares; 2026Q1: 32,790 shares 32,790 $25.3M 0.16% +29,914 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,435 shares; 2026Q1: 271,444 shares 271,444 $25.1M 0.16% +9 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,891 shares; 2024Q4: 36,708 shares; 2025Q1: 151,193 shares; 2025Q2: 177,086 shares; 2025Q3: 184,926 shares; 2025Q4: 185,969 shares; 2026Q1: 184,303 shares 184,303 $25M 0.16% -1,666 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,790 shares; 2024Q4: 343,026 shares; 2025Q1: 336,030 shares; 2025Q2: 328,360 shares; 2025Q3: 324,385 shares; 2025Q4: 326,478 shares; 2026Q1: 336,202 shares 336,202 $23.6M 0.15% +9,724 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920,236 shares; 2024Q4: 928,467 shares; 2025Q1: 960,370 shares; 2025Q2: 952,088 shares; 2025Q3: 924,019 shares; 2025Q4: 842,367 shares; 2026Q1: 857,961 shares 857,961 $22.6M 0.15% +15,594 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,956 shares; 2024Q4: 191,011 shares; 2025Q1: 176,574 shares; 2025Q2: 166,376 shares; 2025Q3: 157,790 shares; 2025Q4: 150,035 shares; 2026Q1: 145,183 shares 145,183 $22.5M 0.15% -4,852 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,734 shares; 2024Q4: 49,923 shares; 2025Q1: 160,815 shares; 2025Q2: 185,581 shares; 2025Q3: 191,456 shares; 2025Q4: 165,565 shares; 2026Q1: 112,467 shares 112,467 $22.3M 0.14% -53,098 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,787 shares; 2024Q4: 342,845 shares; 2025Q1: 325,858 shares; 2025Q2: 311,548 shares; 2025Q3: 296,777 shares; 2025Q4: 291,343 shares; 2026Q1: 281,570 shares 281,570 $21.8M 0.14% -9,773 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,632 shares; 2024Q4: 368,964 shares; 2025Q1: 368,640 shares; 2025Q2: 385,886 shares; 2025Q3: 380,916 shares; 2025Q4: 380,937 shares; 2026Q1: 368,562 shares 368,562 $21.6M 0.14% -12,375 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,191 shares; 2024Q4: 295,289 shares; 2025Q1: 270,883 shares; 2025Q2: 269,599 shares; 2025Q3: 270,835 shares; 2025Q4: 271,894 shares; 2026Q1: 294,083 shares 294,083 $20.2M 0.13% +22,189 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,804 shares; 2024Q4: 514,446 shares; 2025Q1: 508,462 shares; 2025Q2: 313,113 shares; 2025Q3: 210,793 shares; 2025Q4: 195,721 shares; 2026Q1: 152,851 shares 152,851 $19.7M 0.13% -42,870 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,369 shares; 2024Q4: 366,960 shares; 2025Q1: 148,005 shares; 2025Q2: 90,423 shares; 2025Q3: 70,195 shares; 2025Q4: 64,260 shares; 2026Q1: 59,566 shares 59,566 $19.4M 0.13% -4,694 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,290 shares; 2024Q4: 22,856 shares; 2025Q1: 21,126 shares; 2025Q2: 22,528 shares; 2025Q3: 160,506 shares; 2025Q4: 152,719 shares; 2026Q1: 205,788 shares 205,788 $19M 0.12% +53,069 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,569 shares; 2024Q4: 257,303 shares; 2025Q1: 220,134 shares; 2025Q2: 206,416 shares; 2025Q3: 181,678 shares; 2025Q4: 178,770 shares; 2026Q1: 177,078 shares 177,078 $18.8M 0.12% -1,692 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $18.7M 0.12% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,966 shares; 2024Q4: 221,170 shares; 2025Q1: 216,141 shares; 2025Q2: 232,068 shares; 2025Q3: 196,636 shares; 2025Q4: 186,388 shares; 2026Q1: 187,735 shares 187,735 $18.1M 0.12% +1,347 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221,065 shares; 2024Q4: 1,163,484 shares; 2025Q1: 1,170,121 shares; 2025Q2: 1,160,299 shares; 2025Q3: 1,157,019 shares; 2025Q4: 1,110,776 shares; 2026Q1: 355,385 shares 355,385 $17.8M 0.12% -755,391 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,959 shares; 2024Q4: 428,573 shares; 2025Q1: 416,394 shares; 2025Q2: 419,906 shares; 2025Q3: 426,697 shares; 2025Q4: 446,112 shares; 2026Q1: 485,039 shares 485,039 $17.5M 0.11% +38,927 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,530 shares; 2024Q4: 139,649 shares; 2025Q1: 127,232 shares; 2025Q2: 129,819 shares; 2025Q3: 129,252 shares; 2025Q4: 131,803 shares; 2026Q1: 125,076 shares 125,076 $16.4M 0.11% -6,727 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,131 shares; 2024Q4: 144,976 shares; 2025Q1: 143,943 shares; 2025Q2: 141,879 shares; 2025Q3: 169,419 shares; 2025Q4: 160,861 shares; 2026Q1: 154,596 shares 154,596 $15.9M 0.1% -6,265 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,205 shares; 2025Q1: 5,566 shares; 2025Q2: 12,446 shares; 2025Q3: 13,366 shares; 2025Q4: 13,874 shares; 2026Q1: 11,832 shares 11,832 $15.6M 0.1% -2,042 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,986 shares; 2024Q4: 398,340 shares; 2025Q1: 389,394 shares; 2025Q2: 387,805 shares; 2025Q3: 387,642 shares; 2025Q4: 387,360 shares; 2026Q1: 384,330 shares 384,330 $15.3M 0.1% -3,030 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,601 shares; 2024Q4: 375,411 shares; 2025Q1: 374,764 shares; 2025Q2: 363,539 shares; 2025Q3: 388,986 shares; 2025Q4: 387,820 shares; 2026Q1: 384,808 shares 384,808 $15M 0.1% -3,012 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 28,904 shares; 2025Q1: 28,052 shares; 2025Q2: 28,226 shares; 2025Q3: 27,081 shares; 2025Q4: 26,999 shares; 2026Q1: 26,232 shares 26,232 $14.8M 0.1% -767 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,467 shares; 2024Q4: 976,082 shares; 2025Q1: 1,030,423 shares; 2025Q2: 1,037,558 shares; 2025Q3: 419,590 shares; 2025Q4: 335,895 shares; 2026Q1: 295,420 shares 295,420 $14.7M 0.1% -40,475 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,922 shares; 2024Q4: 29,769 shares; 2025Q1: 29,343 shares; 2025Q2: 29,150 shares; 2025Q3: 29,501 shares; 2025Q4: 29,055 shares; 2026Q1: 33,319 shares 33,319 $14.6M 0.09% +4,264 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,955 shares; 2024Q4: 126,615 shares; 2025Q1: 102,046 shares; 2025Q2: 85,312 shares; 2025Q3: 78,377 shares; 2025Q4: 68,486 shares; 2026Q1: 64,117 shares 64,117 $14.5M 0.09% -4,369 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,825 shares; 2024Q4: 66,657 shares; 2025Q1: 87,969 shares; 2025Q2: 84,374 shares; 2025Q3: 87,397 shares; 2025Q4: 82,135 shares; 2026Q1: 70,800 shares 70,800 $14.4M 0.09% -11,335 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,986 shares; 2024Q4: 26,781 shares; 2025Q1: 25,811 shares; 2025Q2: 30,992 shares; 2025Q3: 43,246 shares; 2025Q4: 42,961 shares; 2026Q1: 41,739 shares 41,739 $14.1M 0.09% -1,222 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,448 shares; 2024Q4: 77,040 shares; 2025Q1: 74,006 shares; 2025Q2: 72,437 shares; 2025Q3: 72,054 shares; 2025Q4: 70,701 shares; 2026Q1: 68,429 shares 68,429 $13.9M 0.09% -2,272 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,209 shares; 2024Q4: 58,971 shares; 2025Q1: 56,479 shares; 2025Q2: 55,306 shares; 2025Q3: 54,045 shares; 2025Q4: 53,660 shares; 2026Q1: 52,279 shares 52,279 $13.6M 0.09% -1,381 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,117 shares; 2024Q4: 25,801 shares; 2025Q1: 23,905 shares; 2025Q2: 22,105 shares; 2025Q3: 16,240 shares; 2025Q4: 18,394 shares; 2026Q1: 17,117 shares 17,117 $12.6M 0.08% -1,277 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,779 shares; 2024Q4: 162,797 shares; 2025Q1: 146,458 shares; 2025Q2: 134,403 shares; 2025Q3: 126,414 shares; 2025Q4: 118,930 shares; 2026Q1: 114,563 shares 114,563 $12.1M 0.08% -4,367 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,154 shares; 2024Q4: 32,881 shares; 2025Q1: 31,264 shares; 2025Q2: 31,075 shares; 2025Q3: 30,473 shares; 2025Q4: 32,403 shares; 2026Q1: 32,212 shares 32,212 $12M 0.08% -191 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,398 shares; 2024Q4: 47,328 shares; 2025Q1: 44,059 shares; 2025Q2: 42,864 shares; 2025Q3: 41,861 shares; 2025Q4: 41,422 shares; 2026Q1: 40,760 shares 40,760 $11.9M 0.08% -662 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,510 shares; 2024Q4: 55,443 shares; 2025Q1: 55,123 shares; 2025Q2: 54,666 shares; 2025Q3: 51,466 shares; 2025Q4: 50,830 shares; 2026Q1: 48,097 shares 48,097 $11.7M 0.08% -2,733 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,824 shares; 2024Q4: 86,327 shares; 2025Q1: 87,577 shares; 2025Q2: 71,608 shares; 2025Q3: 27,095 shares; 2025Q4: 20,649 shares; 2026Q1: 19,151 shares 19,151 $11.6M 0.08% -1,498 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,390 shares; 2024Q4: 34,045 shares; 2025Q1: 34,891 shares; 2025Q2: 34,875 shares; 2025Q3: 35,179 shares; 2025Q4: 35,452 shares; 2026Q1: 9,570 shares 9,570 $11.1M 0.07% -25,882 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,967 shares; 2024Q4: 74,817 shares; 2025Q1: 40,972 shares; 2025Q2: 35,387 shares; 2025Q3: 33,652 shares; 2025Q4: 31,713 shares; 2026Q1: 25,508 shares 25,508 $11M 0.07% -6,205 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,552 shares; 2024Q4: 118,271 shares; 2025Q1: 111,228 shares; 2025Q2: 125,386 shares; 2025Q3: 130,297 shares; 2025Q4: 188,266 shares; 2026Q1: 207,277 shares 207,277 $10.9M 0.07% +19,011 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,897 shares; 2024Q4: 9,497 shares; 2025Q1: 9,545 shares; 2025Q2: 123,221 shares; 2025Q3: 123,097 shares; 2025Q4: 123,552 shares; 2026Q1: 117,570 shares 117,570 $10.9M 0.07% -5,982 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,568 shares; 2024Q4: 17,280 shares; 2025Q1: 16,912 shares; 2025Q2: 15,472 shares; 2025Q3: 14,505 shares; 2025Q4: 14,094 shares; 2026Q1: 35,365 shares 35,365 $10.8M 0.07% +21,271 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,607 shares; 2024Q4: 54,383 shares; 2025Q1: 54,008 shares; 2025Q2: 51,330 shares; 2025Q3: 49,655 shares; 2025Q4: 47,240 shares; 2026Q1: 44,607 shares 44,607 $10.5M 0.07% -2,633 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,896 shares; 2024Q4: 57,100 shares; 2025Q1: 54,667 shares; 2025Q2: 55,933 shares; 2025Q3: 54,127 shares; 2025Q4: 51,303 shares; 2026Q1: 47,881 shares 47,881 $10.5M 0.07% -3,422 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,554 shares; 2024Q4: 54,747 shares; 2025Q1: 53,920 shares; 2025Q2: 72,411 shares; 2025Q3: 77,992 shares; 2025Q4: 77,375 shares; 2026Q1: 78,370 shares 78,370 $10.4M 0.07% +995 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,436 shares; 2024Q4: 46,898 shares; 2025Q1: 46,671 shares; 2025Q2: 43,782 shares; 2025Q3: 42,051 shares; 2025Q4: 40,523 shares; 2026Q1: 43,127 shares 43,127 $10.3M 0.07% +2,604 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,498 shares; 2024Q4: 64,985 shares; 2025Q1: 64,448 shares; 2025Q2: 65,399 shares; 2025Q3: 65,860 shares; 2025Q4: 64,391 shares; 2026Q1: 59,783 shares 59,783 $10.3M 0.07% -4,608 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,583 shares; 2024Q4: 55,711 shares; 2025Q1: 53,471 shares; 2025Q2: 48,502 shares; 2025Q3: 54,505 shares; 2025Q4: 81,245 shares; 2026Q1: 70,274 shares 70,274 $10.2M 0.07% -10,971 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,912 shares; 2024Q4: 41,635 shares; 2025Q1: 41,442 shares; 2025Q2: 42,507 shares; 2025Q3: 42,842 shares; 2025Q4: 42,255 shares; 2026Q1: 39,513 shares 39,513 $9.9M 0.06% -2,742 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 35,524 shares; 2025Q1: 34,664 shares; 2025Q2: 36,458 shares; 2025Q3: 34,857 shares; 2025Q4: 35,297 shares; 2026Q1: 34,229 shares 34,229 $9.71M 0.06% -1,068 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 21,508 shares; 2025Q1: 21,340 shares; 2025Q2: 19,701 shares; 2025Q3: 19,338 shares; 2025Q4: 19,020 shares; 2026Q1: 17,870 shares 17,870 $9.71M 0.06% -1,150 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,254 shares; 2024Q4: 33,885 shares; 2025Q1: 34,185 shares; 2025Q2: 35,029 shares; 2025Q3: 35,405 shares; 2025Q4: 35,069 shares; 2026Q1: 32,783 shares 32,783 $9.52M 0.06% -2,286 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,075 shares; 2024Q4: 97,861 shares; 2025Q1: 98,402 shares; 2025Q2: 97,449 shares; 2025Q3: 97,510 shares; 2025Q4: 83,855 shares; 2026Q1: 75,120 shares 75,120 $9.49M 0.06% -8,735 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,169 shares; 2024Q4: 137,365 shares; 2025Q1: 137,017 shares; 2025Q2: 136,348 shares; 2025Q3: 151,700 shares; 2025Q4: 151,216 shares; 2026Q1: 151,216 shares 151,216 $9.44M 0.06% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,473 shares; 2024Q4: 176,474 shares; 2025Q1: 156,546 shares; 2025Q2: 144,281 shares; 2025Q3: 145,276 shares; 2025Q4: 144,287 shares; 2026Q1: 182,064 shares 182,064 $9.28M 0.06% +37,777 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,318 shares; 2024Q4: 92,156 shares; 2025Q1: 96,286 shares; 2025Q2: 108,594 shares; 2025Q3: 108,077 shares; 2025Q4: 103,419 shares; 2026Q1: 99,304 shares 99,304 $9.28M 0.06% -4,115 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,573 shares; 2024Q4: 106,807 shares; 2025Q1: 105,681 shares; 2025Q2: 106,726 shares; 2025Q3: 107,186 shares; 2025Q4: 106,223 shares; 2026Q1: 98,704 shares 98,704 $9.23M 0.06% -7,519 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,092 shares; 2024Q4: 140,229 shares; 2025Q1: 145,253 shares; 2025Q2: 145,026 shares; 2025Q3: 148,975 shares; 2025Q4: 150,152 shares; 2026Q1: 48,963 shares 48,963 $9.14M 0.06% -101,189 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,435 shares; 2024Q4: 140,840 shares; 2025Q1: 123,408 shares; 2025Q2: 127,019 shares; 2025Q3: 127,363 shares; 2025Q4: 122,763 shares; 2026Q1: 111,966 shares 111,966 $8.81M 0.06% -10,797 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,925 shares; 2024Q4: 73,574 shares; 2025Q1: 69,455 shares; 2025Q2: 69,840 shares; 2025Q3: 69,763 shares; 2025Q4: 63,931 shares; 2026Q1: 64,805 shares 64,805 $8.8M 0.06% +874 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,026 shares; 2024Q4: 58,796 shares; 2025Q1: 58,254 shares; 2025Q2: 57,777 shares; 2025Q3: 53,871 shares; 2025Q4: 55,102 shares; 2026Q1: 52,656 shares 52,656 $8.71M 0.06% -2,446 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,444 shares; 2024Q4: 22,559 shares; 2025Q1: 21,967 shares; 2025Q2: 20,353 shares; 2025Q3: 19,171 shares; 2025Q4: 18,554 shares; 2026Q1: 17,980 shares 17,980 $8.51M 0.06% -574 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 11,738 shares; 2025Q1: 10,789 shares; 2025Q2: 10,169 shares; 2025Q3: 10,156 shares; 2025Q4: 10,034 shares; 2026Q1: 9,404 shares 9,404 $8.42M 0.05% -630 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,002 shares; 2024Q4: 19,437 shares; 2025Q1: 19,816 shares; 2025Q2: 19,515 shares; 2025Q3: 19,793 shares; 2025Q4: 19,801 shares; 2026Q1: 19,400 shares 19,400 $8.08M 0.05% -401 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,054 shares; 2024Q4: 49,005 shares; 2025Q1: 48,640 shares; 2025Q2: 49,823 shares; 2025Q3: 50,071 shares; 2025Q4: 47,037 shares; 2026Q1: 44,940 shares 44,940 $7.94M 0.05% -2,097 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 26,639 shares; 2025Q1: 26,878 shares; 2025Q2: 26,047 shares; 2025Q3: 26,138 shares; 2025Q4: 25,831 shares; 2026Q1: 24,745 shares 24,745 $7.93M 0.05% -1,086 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,620 shares; 2024Q4: 18,520 shares; 2025Q1: 18,039 shares; 2025Q2: 17,847 shares; 2025Q3: 17,845 shares; 2025Q4: 17,973 shares; 2026Q1: 17,824 shares 17,824 $7.92M 0.05% -149 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,251 shares; 2024Q4: 33,204 shares; 2025Q1: 33,682 shares; 2025Q2: 34,940 shares; 2025Q3: 32,894 shares; 2025Q4: 66,800 shares; 2026Q1: 59,145 shares 59,145 $7.86M 0.05% -7,655 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,368 shares; 2024Q4: 97,449 shares; 2025Q1: 99,138 shares; 2025Q2: 97,530 shares; 2025Q3: 96,261 shares; 2025Q4: 97,287 shares; 2026Q1: 90,112 shares 90,112 $7.68M 0.05% -7,175 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 26,517 shares; 2025Q1: 27,615 shares; 2025Q2: 26,192 shares; 2025Q3: 27,329 shares; 2025Q4: 25,134 shares; 2026Q1: 22,392 shares 22,392 $7.65M 0.05% -2,742 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,822 shares; 2024Q4: 105,761 shares; 2025Q1: 104,150 shares; 2025Q2: 101,128 shares; 2025Q3: 78,817 shares; 2025Q4: 77,571 shares; 2026Q1: 77,092 shares 77,092 $7.58M 0.05% -479 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,706 shares; 2024Q4: 62,216 shares; 2025Q1: 60,347 shares; 2025Q2: 59,639 shares; 2025Q3: 59,226 shares; 2025Q4: 57,611 shares; 2026Q1: 57,289 shares 57,289 $7.57M 0.05% -322 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,883 shares; 2024Q4: 159,528 shares; 2025Q1: 154,677 shares; 2025Q2: 146,680 shares; 2025Q3: 137,010 shares; 2025Q4: 128,942 shares; 2026Q1: 124,432 shares 124,432 $7.55M 0.05% -4,510 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,158 shares; 2024Q4: 45,543 shares; 2025Q1: 39,132 shares; 2025Q2: 34,678 shares; 2025Q3: 28,811 shares; 2025Q4: 26,719 shares; 2026Q1: 25,161 shares 25,161 $7.43M 0.05% -1,558 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,674 shares; 2024Q4: 90,422 shares; 2025Q1: 90,354 shares; 2025Q2: 91,962 shares; 2025Q3: 75,335 shares; 2025Q4: 112,632 shares; 2026Q1: 124,652 shares 124,652 $7.42M 0.05% +12,020 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,084 shares; 2024Q4: 103,058 shares; 2025Q1: 103,364 shares; 2025Q2: 102,272 shares; 2025Q3: 102,097 shares; 2025Q4: 102,104 shares; 2026Q1: 102,095 shares 102,095 $7.42M 0.05% -9 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 12,914 shares; 2025Q1: 12,209 shares; 2025Q2: 12,476 shares; 2025Q3: 12,408 shares; 2025Q4: 11,669 shares; 2026Q1: 10,848 shares 10,848 $7.4M 0.05% -821 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,637 shares; 2024Q4: 97,637 shares; 2025Q1: 97,637 shares; 2025Q2: 74,572 shares; 2025Q3: 74,572 shares; 2025Q4: 147,001 shares; 2026Q1: 119,656 shares 119,656 $7.3M 0.05% -27,345 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,439 shares; 2024Q4: 16,563 shares; 2025Q1: 16,633 shares; 2025Q2: 18,351 shares; 2025Q3: 18,327 shares; 2025Q4: 18,432 shares; 2026Q1: 19,939 shares 19,939 $7.11M 0.05% +1,507 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,715 shares; 2024Q4: 40,114 shares; 2025Q1: 38,545 shares; 2025Q2: 39,250 shares; 2025Q3: 36,733 shares; 2025Q4: 39,630 shares; 2026Q1: 36,199 shares 36,199 $6.86M 0.04% -3,431 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,887 shares; 2024Q4: 55,729 shares; 2025Q1: 120,301 shares; 2025Q2: 119,592 shares; 2025Q3: 137,012 shares; 2025Q4: 143,200 shares; 2026Q1: 143,519 shares 143,519 $6.75M 0.04% +319 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,405 shares; 2024Q4: 326,062 shares; 2025Q1: 303,133 shares; 2025Q2: 302,096 shares; 2025Q3: 261,755 shares; 2025Q4: 247,916 shares; 2026Q1: 236,894 shares 236,894 $6.65M 0.04% -11,022 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,080 shares; 2024Q4: 15,718 shares; 2025Q1: 9,940 shares; 2025Q2: 12,919 shares; 2025Q3: 12,951 shares; 2025Q4: 12,843 shares; 2026Q1: 14,354 shares 14,354 $6.65M 0.04% +1,511 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,950 shares; 2024Q4: 217,513 shares; 2025Q1: 179,267 shares; 2025Q2: 168,825 shares; 2025Q3: 150,644 shares; 2025Q4: 147,572 shares; 2026Q1: 144,501 shares 144,501 $6.64M 0.04% -3,071 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 21,143 shares; 2025Q1: 20,209 shares; 2025Q2: 26,739 shares; 2025Q3: 25,918 shares; 2025Q4: 29,026 shares; 2026Q1: 30,357 shares 30,357 $6.6M 0.04% +1,331 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,032 shares; 2024Q4: 213,811 shares; 2025Q1: 199,367 shares; 2025Q2: 184,847 shares; 2025Q3: 162,586 shares; 2025Q4: 153,324 shares; 2026Q1: 149,235 shares 149,235 $6.59M 0.04% -4,089 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,505 shares; 2024Q4: 15,209 shares; 2025Q1: 15,085 shares; 2025Q2: 15,427 shares; 2025Q3: 14,994 shares; 2025Q4: 15,739 shares; 2026Q1: 15,277 shares 15,277 $6.57M 0.04% -462 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 10,973 shares; 2025Q1: 11,086 shares; 2025Q2: 13,118 shares; 2025Q3: 12,918 shares; 2025Q4: 12,659 shares; 2026Q1: 12,115 shares 12,115 $6.52M 0.04% -544 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,241 shares; 2024Q4: 53,706 shares; 2025Q1: 51,199 shares; 2025Q2: 49,930 shares; 2025Q3: 48,299 shares; 2025Q4: 46,840 shares; 2026Q1: 44,641 shares 44,641 $6.48M 0.04% -2,199 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,594 shares; 2025Q3: 28,875 shares; 2025Q4: 28,381 shares; 2026Q1: 25,785 shares 25,785 $6.44M 0.04% -2,596 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 36,208 shares; 2025Q1: 37,101 shares; 2025Q2: 40,212 shares; 2025Q3: 55,409 shares; 2025Q4: 56,927 shares; 2026Q1: 60,392 shares 60,392 $6.43M 0.04% +3,465 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,855 shares; 2024Q4: 37,933 shares; 2025Q1: 41,670 shares; 2025Q2: 43,645 shares; 2025Q3: 43,906 shares; 2025Q4: 40,656 shares; 2026Q1: 39,856 shares 39,856 $6.39M 0.04% -800 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,871 shares; 2024Q4: 127,882 shares; 2025Q1: 131,010 shares; 2025Q2: 93,623 shares; 2025Q3: 93,784 shares; 2025Q4: 93,248 shares; 2026Q1: 87,002 shares 87,002 $6.3M 0.04% -6,246 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,277 shares; 2024Q4: 74,180 shares; 2025Q1: 93,933 shares; 2025Q2: 106,305 shares; 2025Q3: 108,723 shares; 2025Q4: 219,741 shares; 2026Q1: 249,174 shares 249,174 $6.04M 0.04% +29,433 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,153 shares; 2024Q4: 25,153 shares; 2025Q1: 23,535 shares; 2025Q2: 23,535 shares; 2025Q3: 22,917 shares; 2025Q4: 22,918 shares; 2026Q1: 21,617 shares 21,617 $5.93M 0.04% -1,301 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,643 shares; 2024Q4: 159,643 shares; 2025Q1: 159,766 shares; 2025Q2: 160,136 shares; 2025Q3: 160,517 shares; 2025Q4: 118,754 shares; 2026Q1: 119,070 shares 119,070 $5.91M 0.04% +316 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,591 shares; 2025Q1: 14,338 shares; 2025Q2: 18,786 shares; 2025Q3: 19,123 shares; 2025Q4: 18,388 shares; 2026Q1: 16,374 shares 16,374 $5.86M 0.04% -2,014 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,919 shares; 2024Q4: 75,010 shares; 2025Q1: 74,126 shares; 2025Q2: 74,545 shares; 2025Q3: 75,295 shares; 2025Q4: 73,936 shares; 2026Q1: 68,801 shares 68,801 $5.82M 0.04% -5,135 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,236 shares; 2024Q4: 15,559 shares; 2025Q1: 14,585 shares; 2025Q2: 14,045 shares; 2025Q3: 13,906 shares; 2025Q4: 13,357 shares; 2026Q1: 12,536 shares 12,536 $5.78M 0.04% -821 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,787 shares; 2024Q4: 15,072 shares; 2025Q1: 14,996 shares; 2025Q2: 16,031 shares; 2025Q3: 16,002 shares; 2025Q4: 16,378 shares; 2026Q1: 15,784 shares 15,784 $5.55M 0.04% -594 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,235 shares; 2025Q4: 21,205 shares; 2026Q1: 20,936 shares 20,936 $5.55M 0.04% -269 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,811 shares; 2025Q2: 50,504 shares; 2025Q3: 51,130 shares; 2025Q4: 45,460 shares; 2026Q1: 44,797 shares 44,797 $5.5M 0.04% -663 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,447 shares; 2024Q4: 38,545 shares; 2025Q1: 38,298 shares; 2025Q2: 47,315 shares; 2025Q3: 45,797 shares; 2025Q4: 85,428 shares; 2026Q1: 89,344 shares 89,344 $5.47M 0.04% +3,916 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,709 shares; 2024Q4: 52,851 shares; 2025Q1: 52,851 shares; 2025Q2: 38,383 shares; 2025Q3: 38,480 shares; 2025Q4: 37,406 shares; 2026Q1: 37,406 shares 37,406 $5.46M 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,131 shares; 2024Q4: 23,947 shares; 2025Q1: 23,684 shares; 2025Q2: 27,871 shares; 2025Q3: 28,538 shares; 2025Q4: 28,978 shares; 2026Q1: 25,763 shares 25,763 $5.37M 0.03% -3,215 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,048 shares; 2024Q4: 46,007 shares; 2025Q1: 46,026 shares; 2025Q2: 45,945 shares; 2025Q3: 45,668 shares; 2025Q4: 45,723 shares; 2026Q1: 48,832 shares 48,832 $5.36M 0.03% +3,109 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,009 shares; 2024Q4: 205,693 shares; 2025Q1: 190,764 shares; 2025Q2: 165,737 shares; 2025Q3: 34,753 shares; 2025Q4: 24,116 shares; 2026Q1: 19,769 shares 19,769 $5.35M 0.03% -4,347 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,378 shares; 2024Q4: 14,577 shares; 2025Q1: 22,754 shares; 2025Q2: 24,608 shares; 2025Q3: 24,804 shares; 2025Q4: 35,547 shares; 2026Q1: 33,619 shares 33,619 $5.31M 0.03% -1,928 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 17,140 shares; 2025Q1: 16,856 shares; 2025Q2: 21,061 shares; 2025Q3: 21,817 shares; 2025Q4: 20,734 shares; 2026Q1: 18,754 shares 18,754 $5.3M 0.03% -1,980 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 27,951 shares; 2025Q1: 28,514 shares; 2025Q2: 38,137 shares; 2025Q3: 38,488 shares; 2025Q4: 38,370 shares; 2026Q1: 41,092 shares 41,092 $5.26M 0.03% +2,722 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,012 shares; 2024Q4: 29,026 shares; 2025Q1: 29,562 shares; 2025Q2: 29,559 shares; 2025Q3: 31,782 shares; 2025Q4: 36,544 shares; 2026Q1: 35,928 shares 35,928 $5.24M 0.03% -616 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,384 shares; 2024Q4: 97,528 shares; 2025Q1: 96,763 shares; 2025Q2: 98,541 shares; 2025Q3: 99,300 shares; 2025Q4: 97,720 shares; 2026Q1: 91,547 shares 91,547 $5.22M 0.03% -6,173 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,057 shares; 2024Q4: 60,963 shares; 2025Q1: 56,843 shares; 2025Q2: 56,981 shares; 2025Q3: 57,041 shares; 2025Q4: 68,719 shares; 2026Q1: 58,355 shares 58,355 $5.14M 0.03% -10,364 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,950 shares; 2024Q4: 89,420 shares; 2025Q1: 97,786 shares; 2025Q2: 97,429 shares; 2025Q3: 94,368 shares; 2025Q4: 92,549 shares; 2026Q1: 90,970 shares 90,970 $5.12M 0.03% -1,579 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,445 shares; 2024Q4: 26,631 shares; 2025Q1: 24,676 shares; 2025Q2: 21,555 shares; 2025Q3: 20,676 shares; 2025Q4: 18,899 shares; 2026Q1: 17,459 shares 17,459 $5.07M 0.03% -1,440 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,498 shares; 2024Q4: 16,481 shares; 2025Q1: 15,916 shares; 2025Q2: 16,119 shares; 2025Q3: 15,804 shares; 2025Q4: 16,090 shares; 2026Q1: 15,758 shares 15,758 $5.01M 0.03% -332 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,824 shares; 2024Q4: 71,744 shares; 2025Q1: 71,744 shares; 2025Q2: 94,028 shares; 2025Q3: 104,758 shares; 2025Q4: 104,758 shares; 2026Q1: 109,384 shares 109,384 $4.99M 0.03% +4,626 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 18,052 shares; 2025Q1: 18,005 shares; 2025Q2: 18,403 shares; 2025Q3: 18,559 shares; 2025Q4: 18,103 shares; 2026Q1: 16,923 shares 16,923 $4.95M 0.03% -1,180 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 17,739 shares; 2025Q1: 17,250 shares; 2025Q2: 17,516 shares; 2025Q3: 18,973 shares; 2025Q4: 18,923 shares; 2026Q1: 25,052 shares 25,052 $4.92M 0.03% +6,129 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,515 shares; 2024Q4: 25,308 shares; 2025Q1: 49,869 shares; 2025Q2: 65,205 shares; 2025Q3: 68,157 shares; 2025Q4: 88,576 shares; 2026Q1: 85,597 shares 85,597 $4.88M 0.03% -2,979 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,288 shares; 2025Q1: 4,321 shares; 2025Q2: 2,938 shares; 2025Q3: 2,293 shares; 2025Q4: 2,669 shares; 2026Q1: 49,794 shares 49,794 $4.88M 0.03% +47,125 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,624 shares; 2024Q4: 56,728 shares; 2025Q1: 55,189 shares; 2025Q2: 54,626 shares; 2025Q3: 52,601 shares; 2025Q4: 50,805 shares; 2026Q1: 50,387 shares 50,387 $4.86M 0.03% -418 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,985 shares; 2024Q4: 196,828 shares; 2025Q1: 197,353 shares; 2025Q2: 208,883 shares; 2025Q3: 214,113 shares; 2025Q4: 212,025 shares; 2026Q1: 196,700 shares 196,700 $4.85M 0.03% -15,325 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,444 shares; 2024Q4: 27,732 shares; 2025Q1: 22,657 shares; 2025Q2: 43,430 shares; 2025Q3: 46,297 shares; 2025Q4: 41,790 shares; 2026Q1: 40,679 shares 40,679 $4.77M 0.03% -1,111 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,946 shares; 2024Q4: 19,849 shares; 2025Q1: 19,921 shares; 2025Q2: 19,926 shares; 2025Q3: 19,399 shares; 2025Q4: 19,337 shares; 2026Q1: 19,236 shares 19,236 $4.75M 0.03% -101 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,807 shares; 2025Q1: 4,113 shares; 2025Q2: 5,099 shares; 2025Q3: 6,724 shares; 2025Q4: 51,853 shares; 2026Q1: 56,589 shares 56,589 $4.68M 0.03% +4,736 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 90,246 shares; 2025Q1: 87,272 shares; 2025Q2: 114,593 shares; 2025Q3: 89,058 shares; 2025Q4: 93,326 shares; 2026Q1: 93,705 shares 93,705 $4.64M 0.03% +379 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,038 shares; 2024Q4: 32,446 shares; 2025Q1: 32,403 shares; 2025Q2: 38,459 shares; 2025Q3: 38,249 shares; 2025Q4: 32,810 shares; 2026Q1: 29,342 shares 29,342 $4.61M 0.03% -3,468 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,088 shares; 2024Q4: 34,646 shares; 2025Q1: 33,225 shares; 2025Q2: 41,014 shares; 2025Q3: 41,287 shares; 2025Q4: 43,134 shares; 2026Q1: 39,601 shares 39,601 $4.58M 0.03% -3,533 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,995 shares; 2025Q1: 30,722 shares; 2025Q2: 59,685 shares; 2025Q3: 73,173 shares; 2025Q4: 169,064 shares; 2026Q1: 194,602 shares 194,602 $4.53M 0.03% +25,538 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 14,597 shares; 2025Q1: 15,496 shares; 2025Q2: 15,539 shares; 2025Q3: 14,753 shares; 2025Q4: 14,944 shares; 2026Q1: 28,140 shares 28,140 $4.51M 0.03% +13,196 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,006 shares; 2024Q4: 54,985 shares; 2025Q1: 52,277 shares; 2025Q2: 103,660 shares; 2025Q3: 101,901 shares; 2025Q4: 102,121 shares; 2026Q1: 96,997 shares 96,997 $4.5M 0.03% -5,124 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,106 shares; 2024Q4: 15,710 shares; 2025Q1: 15,635 shares; 2025Q2: 15,571 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares; 2026Q1: 15,137 shares 15,137 $4.47M 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,516 shares; 2024Q4: 40,802 shares; 2025Q1: 39,735 shares; 2025Q2: 38,935 shares; 2025Q3: 36,807 shares; 2025Q4: 35,419 shares; 2026Q1: 34,080 shares 34,080 $4.46M 0.03% -1,339 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,928 shares; 2024Q4: 45,761 shares; 2025Q1: 51,863 shares; 2025Q2: 53,691 shares; 2025Q3: 53,942 shares; 2025Q4: 47,713 shares; 2026Q1: 47,467 shares 47,467 $4.37M 0.03% -246 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,303 shares; 2024Q4: 71,303 shares; 2025Q1: 71,303 shares; 2025Q2: 71,067 shares; 2025Q3: 80,706 shares; 2025Q4: 80,393 shares; 2026Q1: 79,972 shares 79,972 $4.22M 0.03% -421 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 6,252 shares; 2025Q1: 6,207 shares; 2025Q2: 7,011 shares; 2025Q3: 5,952 shares; 2025Q4: 4,804 shares; 2026Q1: 20,557 shares 20,557 $4.16M 0.03% +15,753 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,650 shares; 2024Q4: 40,902 shares; 2025Q1: 49,309 shares; 2025Q2: 38,254 shares; 2025Q3: 40,666 shares; 2025Q4: 133,702 shares; 2026Q1: 171,240 shares 171,240 $4.15M 0.03% +37,538 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,956 shares; 2024Q4: 31,755 shares; 2025Q1: 31,842 shares; 2025Q2: 32,265 shares; 2025Q3: 40,041 shares; 2025Q4: 40,544 shares; 2026Q1: 38,169 shares 38,169 $4.14M 0.03% -2,375 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,416 shares; 2024Q4: 49,619 shares; 2025Q1: 48,603 shares; 2025Q2: 45,674 shares; 2025Q3: 53,918 shares; 2025Q4: 51,333 shares; 2026Q1: 44,171 shares 44,171 $4.11M 0.03% -7,162 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,836 shares; 2024Q4: 17,460 shares; 2025Q1: 16,690 shares; 2025Q2: 15,100 shares; 2025Q3: 15,343 shares; 2025Q4: 14,748 shares; 2026Q1: 14,605 shares 14,605 $4.08M 0.03% -143 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,908 shares; 2025Q2: 20,144 shares; 2025Q3: 18,405 shares; 2025Q4: 20,078 shares; 2026Q1: 18,897 shares 18,897 $4.04M 0.03% -1,181 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,461 shares; 2024Q4: 230,776 shares; 2025Q1: 241,276 shares; 2025Q2: 248,286 shares; 2025Q3: 251,781 shares; 2025Q4: 214,642 shares; 2026Q1: 39,516 shares 39,516 $4.04M 0.03% -175,126 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 11,665 shares; 2025Q1: 32,739 shares; 2025Q2: 35,337 shares; 2025Q3: 38,551 shares; 2025Q4: 133,918 shares; 2026Q1: 158,803 shares 158,803 $4.02M 0.03% +24,885 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,960 shares; 2024Q4: 238,754 shares; 2025Q1: 239,934 shares; 2025Q2: 234,919 shares; 2025Q3: 75,554 shares; 2025Q4: 48,431 shares; 2026Q1: 33,859 shares 33,859 $4M 0.03% -14,572 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 31,201 shares; 2025Q1: 45,478 shares; 2025Q2: 48,570 shares; 2025Q3: 49,654 shares; 2025Q4: 49,613 shares; 2026Q1: 46,974 shares 46,974 $3.99M 0.03% -2,639 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,262 shares; 2025Q1: 16,837 shares; 2025Q2: 18,683 shares; 2025Q3: 18,665 shares; 2025Q4: 17,470 shares; 2026Q1: 14,876 shares 14,876 $3.97M 0.03% -2,594 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,395 shares; 2024Q4: 67,739 shares; 2025Q1: 56,261 shares; 2025Q2: 51,632 shares; 2025Q3: 54,564 shares; 2025Q4: 51,190 shares; 2026Q1: 62,869 shares 62,869 $3.89M 0.03% +11,679 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,173 shares; 2024Q4: 16,683 shares; 2025Q1: 17,238 shares; 2025Q2: 20,017 shares; 2025Q3: 20,399 shares; 2025Q4: 23,405 shares; 2026Q1: 21,517 shares 21,517 $3.86M 0.03% -1,888 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 13,511 shares; 2025Q1: 13,298 shares; 2025Q2: 13,179 shares; 2025Q3: 13,073 shares; 2025Q4: 12,615 shares; 2026Q1: 12,222 shares 12,222 $3.84M 0.02% -393 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,176 shares; 2024Q4: 24,210 shares; 2025Q1: 22,575 shares; 2025Q2: 12,340 shares; 2025Q3: 13,311 shares; 2025Q4: 13,152 shares; 2026Q1: 10,638 shares 10,638 $3.79M 0.02% -2,514 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,124 shares; 2024Q4: 67,444 shares; 2025Q1: 66,434 shares; 2025Q2: 66,405 shares; 2025Q3: 61,533 shares; 2025Q4: 59,114 shares; 2026Q1: 57,178 shares 57,178 $3.77M 0.02% -1,936 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,751 shares; 2024Q4: 36,865 shares; 2025Q1: 28,400 shares; 2025Q2: 28,021 shares; 2025Q3: 26,347 shares; 2025Q4: 29,327 shares; 2026Q1: 25,706 shares 25,706 $3.76M 0.02% -3,621 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,027 shares; 2024Q4: 22,275 shares; 2025Q1: 20,870 shares; 2025Q2: 21,195 shares; 2025Q3: 20,709 shares; 2025Q4: 19,969 shares; 2026Q1: 18,607 shares 18,607 $3.68M 0.02% -1,362 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 8,741 shares; 2025Q1: 7,840 shares; 2025Q2: 7,769 shares; 2025Q3: 6,814 shares; 2025Q4: 6,819 shares; 2026Q1: 6,528 shares 6,528 $3.67M 0.02% -291 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,621 shares; 2024Q4: 59,878 shares; 2025Q1: 50,724 shares; 2025Q2: 58,817 shares; 2025Q3: 48,579 shares; 2025Q4: 47,110 shares; 2026Q1: 45,939 shares 45,939 $3.66M 0.02% -1,171 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,370 shares; 2024Q4: 28,967 shares; 2025Q1: 29,116 shares; 2025Q2: 49,208 shares; 2025Q3: 51,001 shares; 2025Q4: 49,342 shares; 2026Q1: 44,760 shares 44,760 $3.62M 0.02% -4,582 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 60,110 shares; 2025Q1: 59,829 shares; 2025Q2: 61,185 shares; 2025Q3: 61,763 shares; 2025Q4: 59,279 shares; 2026Q1: 66,259 shares 66,259 $3.62M 0.02% +6,980 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,698 shares; 2025Q2: 42,757 shares; 2025Q3: 44,871 shares; 2025Q4: 48,781 shares; 2026Q1: 55,054 shares 55,054 $3.62M 0.02% +6,273 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,809 shares; 2025Q1: 17,744 shares; 2025Q2: 15,145 shares; 2025Q3: 11,678 shares; 2025Q4: 11,500 shares; 2026Q1: 10,939 shares 10,939 $3.53M 0.02% -561 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 15,126 shares; 2025Q1: 14,861 shares; 2025Q2: 19,666 shares; 2025Q3: 19,985 shares; 2025Q4: 19,230 shares; 2026Q1: 17,217 shares 17,217 $3.52M 0.02% -2,013 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,959 shares; 2024Q4: 32,259 shares; 2025Q1: 31,997 shares; 2025Q2: 30,749 shares; 2025Q3: 30,124 shares; 2025Q4: 27,698 shares; 2026Q1: 27,029 shares 27,029 $3.51M 0.02% -669 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,880 shares; 2024Q4: 57,447 shares; 2025Q1: 55,839 shares; 2025Q2: 53,587 shares; 2025Q3: 49,516 shares; 2025Q4: 41,835 shares; 2026Q1: 35,386 shares 35,386 $3.5M 0.02% -6,449 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,846 shares; 2024Q4: 32,028 shares; 2025Q1: 31,935 shares; 2025Q2: 41,277 shares; 2025Q3: 41,767 shares; 2025Q4: 35,669 shares; 2026Q1: 47,348 shares 47,348 $3.5M 0.02% +11,679 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,733 shares; 2024Q4: 65,733 shares; 2025Q1: 65,327 shares; 2025Q2: 65,327 shares; 2025Q3: 72,263 shares; 2025Q4: 72,152 shares; 2026Q1: 71,660 shares 71,660 $3.47M 0.02% -492 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,739 shares; 2024Q4: 30,265 shares; 2025Q1: 28,703 shares; 2025Q2: 23,480 shares; 2025Q3: 23,372 shares; 2025Q4: 21,895 shares; 2026Q1: 18,086 shares 18,086 $3.43M 0.02% -3,809 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 27,591 shares; 2025Q1: 27,248 shares; 2025Q2: 34,509 shares; 2025Q3: 34,511 shares; 2025Q4: 32,138 shares; 2026Q1: 29,806 shares 29,806 $3.42M 0.02% -2,332 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 21,013 shares; 2025Q1: 21,007 shares; 2025Q2: 21,159 shares; 2025Q3: 21,422 shares; 2025Q4: 21,934 shares; 2026Q1: 21,554 shares 21,554 $3.35M 0.02% -380 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,311 shares; 2024Q4: 27,864 shares; 2025Q1: 28,456 shares; 2025Q2: 29,035 shares; 2025Q3: 29,066 shares; 2025Q4: 28,346 shares; 2026Q1: 27,236 shares 27,236 $3.35M 0.02% -1,110 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,930 shares; 2024Q4: 70,777 shares; 2025Q1: 65,402 shares; 2025Q2: 58,010 shares; 2025Q3: 53,978 shares; 2025Q4: 49,466 shares; 2026Q1: 46,495 shares 46,495 $3.34M 0.02% -2,971 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,083 shares; 2025Q1: 10,770 shares; 2025Q2: 10,752 shares; 2025Q3: 10,944 shares; 2025Q4: 20,581 shares; 2026Q1: 20,569 shares 20,569 $3.33M 0.02% -12 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 9,836 shares; 2025Q1: 9,662 shares; 2025Q2: 12,832 shares; 2025Q3: 12,971 shares; 2025Q4: 12,551 shares; 2026Q1: 11,183 shares 11,183 $3.32M 0.02% -1,368 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 11,253 shares; 2025Q1: 11,389 shares; 2025Q2: 12,422 shares; 2025Q3: 12,488 shares; 2025Q4: 11,615 shares; 2026Q1: 10,575 shares 10,575 $3.32M 0.02% -1,040 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,030 shares; 2024Q4: 46,221 shares; 2025Q1: 46,021 shares; 2025Q2: 49,916 shares; 2025Q3: 49,544 shares; 2025Q4: 59,532 shares; 2026Q1: 59,486 shares 59,486 $3.29M 0.02% -46 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,206 shares; 2024Q4: 97,326 shares; 2025Q1: 96,543 shares; 2025Q2: 96,979 shares; 2025Q3: 98,216 shares; 2025Q4: 96,511 shares; 2026Q1: 89,511 shares 89,511 $3.26M 0.02% -7,000 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,220 shares; 2024Q4: 57,018 shares; 2025Q1: 57,440 shares; 2025Q2: 60,839 shares; 2025Q3: 52,978 shares; 2025Q4: 49,033 shares; 2026Q1: 48,060 shares 48,060 $3.23M 0.02% -973 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,845 shares; 2024Q4: 20,954 shares; 2025Q1: 18,010 shares; 2025Q2: 19,913 shares; 2025Q3: 20,590 shares; 2025Q4: 20,256 shares; 2026Q1: 30,167 shares 30,167 $3.22M 0.02% +9,911 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,381 shares; 2024Q4: 49,022 shares; 2025Q1: 48,167 shares; 2025Q2: 61,747 shares; 2025Q3: 62,046 shares; 2025Q4: 59,008 shares; 2026Q1: 53,030 shares 53,030 $3.2M 0.02% -5,978 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,476 shares; 2024Q4: 41,750 shares; 2025Q1: 40,018 shares; 2025Q2: 39,065 shares; 2025Q3: 37,011 shares; 2025Q4: 36,121 shares; 2026Q1: 34,628 shares 34,628 $3.19M 0.02% -1,493 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,325 shares; 2024Q4: 71,364 shares; 2025Q1: 62,735 shares; 2025Q2: 52,017 shares; 2025Q3: 46,504 shares; 2025Q4: 45,451 shares; 2026Q1: 44,099 shares 44,099 $3.17M 0.02% -1,352 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,300 shares; 2024Q4: 41,389 shares; 2025Q1: 37,928 shares; 2025Q2: 37,668 shares; 2025Q3: 28,532 shares; 2025Q4: 26,513 shares; 2026Q1: 26,131 shares 26,131 $3.17M 0.02% -382 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,837 shares; 2025Q1: 2,753 shares; 2025Q2: 2,668 shares; 2025Q3: 2,266 shares; 2025Q4: 2,758 shares; 2026Q1: 3,658 shares 3,658 $3.17M 0.02% +900 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,822 shares; 2024Q4: 5,814 shares; 2025Q1: 6,942 shares; 2025Q2: 7,083 shares; 2025Q3: 7,254 shares; 2025Q4: 7,522 shares; 2026Q1: 7,255 shares 7,255 $3.16M 0.02% -267 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,448 shares; 2024Q4: 45,667 shares; 2025Q1: 50,052 shares; 2025Q2: 44,289 shares; 2025Q3: 65,577 shares; 2025Q4: 61,779 shares; 2026Q1: 58,434 shares 58,434 $3.16M 0.02% -3,345 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,654 shares; 2024Q4: 79,799 shares; 2025Q1: 90,299 shares; 2025Q2: 96,539 shares; 2025Q3: 91,581 shares; 2025Q4: 82,576 shares; 2026Q1: 83,203 shares 83,203 $3.15M 0.02% +627 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,292 shares; 2024Q4: 18,194 shares; 2025Q1: 20,773 shares; 2025Q2: 21,025 shares; 2025Q3: 20,918 shares; 2025Q4: 19,690 shares; 2026Q1: 18,392 shares 18,392 $3.11M 0.02% -1,298 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,080 shares; 2024Q4: 77,641 shares; 2025Q1: 78,516 shares; 2025Q2: 104,212 shares; 2025Q3: 102,560 shares; 2025Q4: 98,738 shares; 2026Q1: 88,407 shares 88,407 $3.11M 0.02% -10,331 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,935 shares; 2024Q4: 21,385 shares; 2025Q1: 21,684 shares; 2025Q2: 20,768 shares; 2025Q3: 24,157 shares; 2025Q4: 23,041 shares; 2026Q1: 21,912 shares 21,912 $3.1M 0.02% -1,129 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,121 shares; 2024Q4: 22,986 shares; 2025Q1: 22,270 shares; 2025Q2: 28,153 shares; 2025Q3: 28,999 shares; 2025Q4: 24,410 shares; 2026Q1: 21,363 shares 21,363 $3.09M 0.02% -3,047 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,072 shares; 2024Q4: 37,213 shares; 2025Q1: 37,879 shares; 2025Q2: 37,773 shares; 2025Q3: 39,035 shares; 2025Q4: 38,950 shares; 2026Q1: 32,626 shares 32,626 $3.06M 0.02% -6,324 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,581 shares; 2024Q4: 48,894 shares; 2025Q1: 46,453 shares; 2025Q2: 42,772 shares; 2025Q3: 46,193 shares; 2025Q4: 44,913 shares; 2026Q1: 41,875 shares 41,875 $3.05M 0.02% -3,038 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 390,499 shares; 2025Q2: 395,999 shares; 2025Q3: 390,499 shares; 2025Q4: 390,499 shares; 2026Q1: 201,349 shares 201,349 $3.04M 0.02% -189,150 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,021 shares; 2024Q4: 26,857 shares; 2025Q1: 23,396 shares; 2025Q2: 29,255 shares; 2025Q3: 29,159 shares; 2025Q4: 24,771 shares; 2026Q1: 22,129 shares 22,129 $3.04M 0.02% -2,642 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,254 shares; 2025Q1: 3,863 shares; 2025Q2: 4,752 shares; 2025Q3: 8,860 shares; 2025Q4: 8,366 shares; 2026Q1: 7,599 shares 7,599 $3.01M 0.02% -767 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 5,105 shares; 2025Q4: 11,644 shares; 2026Q1: 12,018 shares 12,018 $3.01M 0.02% +374 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,591 shares; 2025Q1: 17,422 shares; 2025Q2: 23,720 shares; 2025Q3: 24,059 shares; 2025Q4: 23,639 shares; 2026Q1: 21,328 shares 21,328 $2.96M 0.02% -2,311 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,896 shares; 2024Q4: 41,280 shares; 2025Q1: 39,278 shares; 2025Q2: 36,338 shares; 2025Q3: 41,050 shares; 2025Q4: 41,189 shares; 2026Q1: 34,161 shares 34,161 $2.96M 0.02% -7,028 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,565 shares; 2025Q2: 58,636 shares; 2025Q3: 64,481 shares; 2025Q4: 80,073 shares; 2026Q1: 90,542 shares 90,542 $2.93M 0.02% +10,469 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,338 shares; 2025Q1: 4,418 shares; 2025Q2: 6,932 shares; 2025Q3: 7,074 shares; 2025Q4: 6,211 shares; 2026Q1: 5,590 shares 5,590 $2.92M 0.02% -621 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,187 shares; 2024Q4: 291,020 shares; 2025Q1: 68,924 shares; 2025Q2: 31,659 shares; 2025Q3: 21,083 shares; 2025Q4: 14,972 shares; 2026Q1: 14,044 shares 14,044 $2.92M 0.02% -928 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 8,097 shares; 2025Q1: 10,192 shares; 2025Q2: 19,137 shares; 2025Q3: 19,583 shares; 2025Q4: 19,107 shares; 2026Q1: 16,853 shares 16,853 $2.87M 0.02% -2,254 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 7,625 shares; 2025Q1: 7,504 shares; 2025Q2: 8,146 shares; 2025Q3: 8,070 shares; 2025Q4: 8,841 shares; 2026Q1: 14,920 shares 14,920 $2.86M 0.02% +6,079 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 18,540 shares; 2025Q1: 18,226 shares; 2025Q2: 19,441 shares; 2025Q3: 17,469 shares; 2025Q4: 15,376 shares; 2026Q1: 15,639 shares 15,639 $2.85M 0.02% +263 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares; 2025Q4: 9,798 shares; 2026Q1: 18,446 shares 18,446 $2.83M 0.02% +8,648 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,863 shares; 2024Q4: 15,555 shares; 2025Q1: 15,016 shares; 2025Q2: 14,496 shares; 2025Q3: 13,563 shares; 2025Q4: 12,080 shares; 2026Q1: 11,592 shares 11,592 $2.83M 0.02% -488 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,555 shares; 2024Q4: 57,302 shares; 2025Q1: 55,825 shares; 2025Q2: 55,596 shares; 2025Q3: 46,565 shares; 2025Q4: 65,298 shares; 2026Q1: 41,363 shares 41,363 $2.82M 0.02% -23,935 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,541 shares; 2025Q1: 10,328 shares; 2025Q2: 12,173 shares; 2025Q3: 11,327 shares; 2025Q4: 10,623 shares; 2026Q1: 10,048 shares 10,048 $2.8M 0.02% -575 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,800 shares; 2024Q4: 265,620 shares; 2025Q1: 311,139 shares; 2025Q2: 313,909 shares; 2025Q3: 312,982 shares; 2025Q4: 230,083 shares; 2026Q1: 34,173 shares 34,173 $2.78M 0.02% -195,910 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 13,360 shares; 2025Q1: 13,233 shares; 2025Q2: 13,219 shares; 2025Q3: 12,717 shares; 2025Q4: 12,669 shares; 2026Q1: 12,689 shares 12,689 $2.78M 0.02% +20 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,892 shares; 2025Q1: 5,959 shares; 2025Q2: 6,611 shares; 2025Q3: 8,309 shares; 2025Q4: 10,435 shares; 2026Q1: 10,711 shares 10,711 $2.76M 0.02% +276 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,469 shares; 2024Q4: 25,054 shares; 2025Q1: 23,821 shares; 2025Q2: 23,540 shares; 2025Q3: 22,992 shares; 2025Q4: 22,508 shares; 2026Q1: 20,641 shares 20,641 $2.75M 0.02% -1,867 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 23,111 shares; 2025Q1: 22,040 shares; 2025Q2: 27,120 shares; 2025Q3: 24,540 shares; 2025Q4: 28,323 shares; 2026Q1: 29,244 shares 29,244 $2.73M 0.02% +921 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 11,292 shares; 2025Q1: 10,850 shares; 2025Q2: 10,660 shares; 2025Q3: 9,430 shares; 2025Q4: 10,688 shares; 2026Q1: 12,562 shares 12,562 $2.7M 0.02% +1,874 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 14,754 shares; 2025Q1: 14,897 shares; 2025Q2: 21,360 shares; 2025Q3: 21,694 shares; 2025Q4: 20,709 shares; 2026Q1: 18,785 shares 18,785 $2.69M 0.02% -1,924 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,735 shares; 2024Q4: 352,510 shares; 2025Q1: 35,432 shares; 2025Q2: 25,835 shares; 2025Q3: 25,400 shares; 2025Q4: 26,884 shares; 2026Q1: 36,398 shares 36,398 $2.68M 0.02% +9,514 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,272 shares; 2024Q4: 17,406 shares; 2025Q1: 18,497 shares; 2025Q2: 21,143 shares; 2025Q3: 18,520 shares; 2025Q4: 54,049 shares; 2026Q1: 62,831 shares 62,831 $2.66M 0.02% +8,782 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 14,767 shares; 2025Q1: 14,485 shares; 2025Q2: 18,661 shares; 2025Q3: 17,724 shares; 2025Q4: 17,098 shares; 2026Q1: 15,378 shares 15,378 $2.63M 0.02% -1,720 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 19,193 shares; 2025Q1: 18,519 shares; 2025Q2: 16,887 shares; 2025Q3: 16,239 shares; 2025Q4: 14,926 shares; 2026Q1: 15,264 shares 15,264 $2.58M 0.02% +338 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 14,039 shares; 2025Q1: 13,887 shares; 2025Q2: 13,600 shares; 2025Q3: 13,489 shares; 2025Q4: 14,115 shares; 2026Q1: 16,825 shares 16,825 $2.55M 0.02% +2,710 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,946 shares; 2025Q1: 5,500 shares; 2025Q2: 5,403 shares; 2025Q3: 5,799 shares; 2025Q4: 6,107 shares; 2026Q1: 5,852 shares 5,852 $2.54M 0.02% -255 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,388 shares; 2024Q4: 48,493 shares; 2025Q1: 49,196 shares; 2025Q2: 48,797 shares; 2025Q3: 50,418 shares; 2025Q4: 47,646 shares; 2026Q1: 46,870 shares 46,870 $2.48M 0.02% -776 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,605 shares; 2026Q1: 19,558 shares 19,558 $2.46M 0.02% -47 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 14,722 shares 14,722 $2.44M 0.02% -969 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,026 shares; 2025Q3: 26,070 shares; 2025Q4: 25,365 shares; 2026Q1: 22,747 shares 22,747 $2.43M 0.02% -2,618 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,920 shares; 2024Q4: 27,915 shares; 2025Q1: 25,234 shares; 2025Q2: 26,283 shares; 2025Q3: 23,364 shares; 2025Q4: 22,771 shares; 2026Q1: 22,042 shares 22,042 $2.4M 0.02% -729 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,797 shares; 2024Q4: 75,388 shares; 2025Q1: 66,514 shares; 2025Q2: 60,360 shares; 2025Q3: 49,766 shares; 2025Q4: 44,866 shares; 2026Q1: 45,818 shares 45,818 $2.38M 0.02% +952 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,640 shares; 2024Q4: 23,115 shares; 2025Q1: 24,119 shares; 2025Q2: 46,689 shares; 2025Q3: 47,545 shares; 2025Q4: 41,055 shares; 2026Q1: 39,142 shares 39,142 $2.38M 0.02% -1,913 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,723 shares; 2024Q4: 36,034 shares; 2025Q1: 34,373 shares; 2025Q2: 31,751 shares; 2025Q3: 30,400 shares; 2025Q4: 29,241 shares; 2026Q1: 29,589 shares 29,589 $2.37M 0.02% +348 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,791 shares; 2024Q4: 20,160 shares; 2025Q1: 13,850 shares; 2025Q2: 17,884 shares; 2025Q3: 18,090 shares; 2025Q4: 18,490 shares; 2026Q1: 16,429 shares 16,429 $2.36M 0.02% -2,061 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 25,779 shares; 2025Q1: 26,941 shares; 2025Q2: 11,810 shares; 2025Q3: 11,338 shares; 2025Q4: 39,421 shares; 2026Q1: 41,494 shares 41,494 $2.35M 0.02% +2,073 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,697 shares; 2024Q4: 50,164 shares; 2025Q1: 47,175 shares; 2025Q2: 48,160 shares; 2025Q3: 45,120 shares; 2025Q4: 44,862 shares; 2026Q1: 47,576 shares 47,576 $2.35M 0.02% +2,714 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,551 shares; 2024Q4: 57,527 shares; 2025Q1: 53,563 shares; 2025Q2: 62,318 shares; 2025Q3: 62,020 shares; 2025Q4: 59,206 shares; 2026Q1: 56,907 shares 56,907 $2.35M 0.02% -2,299 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,285 shares; 2024Q4: 18,605 shares; 2025Q1: 17,477 shares; 2025Q2: 16,888 shares; 2025Q3: 19,616 shares; 2025Q4: 16,224 shares; 2026Q1: 20,690 shares 20,690 $2.35M 0.02% +4,466 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 386 shares; 2025Q1: 380 shares; 2025Q2: 386 shares; 2025Q3: 1,657 shares; 2025Q4: 1,817 shares; 2026Q1: 556 shares 556 $2.34M 0.02% -1,261 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 17,426 shares; 2025Q1: 18,656 shares; 2025Q2: 19,195 shares; 2025Q3: 32,527 shares; 2025Q4: 29,020 shares; 2026Q1: 29,657 shares 29,657 $2.29M 0.01% +637 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,362 shares; 2024Q4: 31,981 shares; 2025Q1: 32,922 shares; 2025Q2: 32,922 shares; 2025Q3: 30,672 shares; 2025Q4: 30,672 shares; 2026Q1: 31,217 shares 31,217 $2.27M 0.01% +545 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,971 shares; 2024Q4: 69,380 shares; 2025Q1: 69,380 shares; 2025Q2: 68,678 shares; 2025Q3: 68,678 shares; 2025Q4: 68,459 shares; 2026Q1: 66,839 shares 66,839 $2.27M 0.01% -1,620 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,246 shares; 2024Q4: 14,332 shares; 2025Q1: 14,016 shares; 2025Q2: 13,667 shares; 2025Q3: 13,556 shares; 2025Q4: 12,526 shares; 2026Q1: 11,938 shares 11,938 $2.26M 0.01% -588 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 28,164 shares; 2025Q1: 28,423 shares; 2025Q2: 29,155 shares; 2025Q3: 28,537 shares; 2025Q4: 29,920 shares; 2026Q1: 28,312 shares 28,312 $2.24M 0.01% -1,608 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,222 shares; 2025Q2: 40,222 shares; 2025Q3: 40,287 shares; 2025Q4: 40,522 shares; 2026Q1: 37,715 shares 37,715 $2.23M 0.01% -2,807 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,420 shares; 2024Q4: 37,100 shares; 2025Q1: 36,604 shares; 2025Q2: 34,970 shares; 2025Q3: 34,598 shares; 2025Q4: 31,520 shares; 2026Q1: 28,539 shares 28,539 $2.2M 0.01% -2,981 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 6,013 shares; 2025Q1: 5,507 shares; 2025Q2: 5,233 shares; 2025Q3: 16,813 shares; 2025Q4: 16,376 shares; 2026Q1: 14,390 shares 14,390 $2.2M 0.01% -1,986 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,558 shares; 2024Q4: 44,924 shares; 2025Q1: 21,467 shares; 2025Q2: 16,112 shares; 2025Q3: 13,753 shares; 2025Q4: 11,990 shares; 2026Q1: 42,489 shares 42,489 $2.16M 0.01% +30,499 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 23,399 shares; 2025Q1: 20,596 shares; 2025Q2: 22,435 shares; 2025Q3: 22,138 shares; 2025Q4: 21,358 shares; 2026Q1: 18,977 shares 18,977 $2.16M 0.01% -2,381 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 457 shares; 2025Q3: 451 shares; 2025Q4: 449 shares; 2026Q1: 2,938 shares 2,938 $2.14M 0.01% +2,489 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 11,627 shares; 2025Q1: 11,367 shares; 2025Q2: 10,845 shares; 2025Q3: 11,144 shares; 2025Q4: 19,632 shares; 2026Q1: 19,547 shares 19,547 $2.13M 0.01% -85 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 27,158 shares; 2025Q1: 26,850 shares; 2025Q2: 26,760 shares; 2025Q3: 29,176 shares; 2025Q4: 28,692 shares; 2026Q1: 18,491 shares 18,491 $2.13M 0.01% -10,201 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,737 shares; 2025Q1: 6,598 shares; 2025Q2: 6,491 shares; 2025Q3: 6,337 shares; 2025Q4: 6,027 shares; 2026Q1: 5,842 shares 5,842 $2.13M 0.01% -185 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,167 shares; 2024Q4: 25,044 shares; 2025Q1: 24,752 shares; 2025Q2: 21,881 shares; 2025Q3: 14,893 shares; 2025Q4: 18,665 shares; 2026Q1: 17,648 shares 17,648 $2.09M 0.01% -1,017 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,325 shares; 2024Q4: 21,626 shares; 2025Q1: 21,611 shares; 2025Q2: 21,593 shares; 2025Q3: 21,593 shares; 2025Q4: 18,834 shares; 2026Q1: 18,834 shares 18,834 $2.09M 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,012 shares; 2024Q4: 43,198 shares; 2025Q1: 49,019 shares; 2025Q2: 68,543 shares; 2025Q3: 68,689 shares; 2025Q4: 64,024 shares; 2026Q1: 57,969 shares 57,969 $2.04M 0.01% -6,055 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares 1,077 $2.03M 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 26,424 shares; 2025Q1: 36,717 shares; 2025Q2: 37,393 shares; 2025Q3: 39,232 shares; 2025Q4: 40,920 shares; 2026Q1: 41,844 shares 41,844 $2.01M 0.01% +924 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 55,589 shares; 2025Q1: 61,704 shares; 2025Q2: 64,657 shares; 2025Q3: 61,142 shares; 2025Q4: 56,713 shares; 2026Q1: 53,484 shares 53,484 $1.99M 0.01% -3,229 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,303 shares; 2024Q4: 7,914 shares; 2025Q1: 7,428 shares; 2025Q2: 8,024 shares; 2025Q3: 8,191 shares; 2025Q4: 8,699 shares; 2026Q1: 10,669 shares 10,669 $1.97M 0.01% +1,970 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 3,791 shares; 2025Q4: 3,241 shares; 2026Q1: 4,050 shares 4,050 $1.96M 0.01% +809 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 13,035 shares; 2025Q1: 14,915 shares; 2025Q2: 25,494 shares; 2025Q3: 26,063 shares; 2025Q4: 25,221 shares; 2026Q1: 20,799 shares 20,799 $1.95M 0.01% -4,422 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,324 shares; 2024Q4: 113,330 shares; 2025Q1: 47,159 shares; 2025Q2: 42,195 shares; 2025Q3: 40,491 shares; 2025Q4: 24,332 shares; 2026Q1: 11,323 shares 11,323 $1.95M 0.01% -13,009 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,012 shares; 2024Q4: 15,012 shares; 2025Q1: 14,832 shares; 2025Q2: 14,832 shares; 2025Q3: 14,682 shares; 2025Q4: 15,332 shares; 2026Q1: 22,136 shares 22,136 $1.94M 0.01% +6,804 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,410 shares; 2024Q4: 51,280 shares; 2025Q1: 36,772 shares; 2025Q2: 32,717 shares; 2025Q3: 27,687 shares; 2025Q4: 24,772 shares; 2026Q1: 21,638 shares 21,638 $1.94M 0.01% -3,134 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,468 shares; 2024Q4: 232,893 shares; 2025Q1: 67,846 shares; 2025Q2: 33,851 shares; 2025Q3: 24,088 shares; 2025Q4: 18,708 shares; 2026Q1: 16,464 shares 16,464 $1.94M 0.01% -2,244 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,046 shares; 2025Q1: 12,976 shares; 2025Q2: 12,776 shares; 2025Q3: 13,245 shares; 2025Q4: 12,796 shares; 2026Q1: 12,842 shares 12,842 $1.92M 0.01% +46 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,355 shares; 2024Q4: 84,195 shares; 2025Q1: 76,793 shares; 2025Q2: 61,546 shares; 2025Q3: 29,303 shares; 2025Q4: 18,290 shares; 2026Q1: 17,643 shares 17,643 $1.91M 0.01% -647 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,850 shares; 2024Q4: 22,439 shares; 2025Q1: 22,240 shares; 2025Q2: 28,118 shares; 2025Q3: 28,106 shares; 2025Q4: 24,961 shares; 2026Q1: 24,908 shares 24,908 $1.9M 0.01% -53 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,480 shares; 2025Q4: 47,353 shares; 2026Q1: 92,071 shares 92,071 $1.9M 0.01% +44,718 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,393 shares; 2025Q2: 12,271 shares; 2025Q3: 14,292 shares; 2025Q4: 24,729 shares; 2026Q1: 18,843 shares 18,843 $1.9M 0.01% -5,886 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 11,099 shares; 2025Q1: 10,028 shares; 2025Q2: 9,872 shares; 2025Q3: 9,678 shares; 2025Q4: 8,971 shares; 2026Q1: 6,771 shares 6,771 $1.88M 0.01% -2,200 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 6,704 shares; 2025Q1: 10,082 shares; 2025Q2: 13,125 shares; 2025Q3: 12,880 shares; 2025Q4: 12,417 shares; 2026Q1: 10,306 shares 10,306 $1.88M 0.01% -2,111 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 11,870 shares; 2026Q1: 13,225 shares 13,225 $1.83M 0.01% +1,355 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,054 shares; 2025Q1: 2,958 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,960 shares 2,960 $1.83M 0.01% +60 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,139 shares; 2024Q4: 46,139 shares; 2025Q1: 46,139 shares; 2025Q2: 46,314 shares; 2025Q3: 46,139 shares; 2025Q4: 46,139 shares; 2026Q1: 46,139 shares 46,139 $1.8M 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 38,002 shares; 2025Q1: 15,979 shares; 2025Q2: 16,522 shares; 2025Q3: 16,204 shares; 2025Q4: 17,313 shares; 2026Q1: 23,116 shares 23,116 $1.78M 0.01% +5,803 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,464 shares; 2025Q1: 3,603 shares; 2025Q2: 6,054 shares; 2025Q3: 21,268 shares; 2025Q4: 22,121 shares; 2026Q1: 14,966 shares 14,966 $1.78M 0.01% -7,155 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 5,769 shares; 2025Q1: 5,334 shares; 2025Q2: 5,337 shares; 2025Q3: 5,091 shares; 2025Q4: 6,299 shares; 2026Q1: 6,579 shares 6,579 $1.75M 0.01% +280 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,377 shares; 2024Q4: 29,273 shares; 2025Q1: 29,844 shares; 2025Q2: 37,458 shares; 2025Q3: 35,797 shares; 2025Q4: 44,518 shares; 2026Q1: 43,806 shares 43,806 $1.75M 0.01% -712 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,505 shares; 2025Q1: 2,359 shares; 2025Q2: 2,131 shares; 2025Q3: 2,379 shares; 2025Q4: 2,801 shares; 2026Q1: 2,512 shares 2,512 $1.75M 0.01% -289 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,904 shares; 2024Q4: 24,029 shares; 2025Q1: 23,957 shares; 2025Q2: 22,411 shares; 2025Q3: 21,682 shares; 2025Q4: 19,963 shares; 2026Q1: 19,696 shares 19,696 $1.75M 0.01% -267 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,607 shares 30,607 $1.74M 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 16,692 shares; 2025Q1: 18,231 shares; 2025Q2: 37,633 shares; 2025Q3: 38,416 shares; 2025Q4: 33,998 shares; 2026Q1: 32,250 shares 32,250 $1.73M 0.01% -1,748 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 30,615 shares; 2025Q1: 29,827 shares; 2025Q2: 31,224 shares; 2025Q3: 29,623 shares; 2025Q4: 29,586 shares; 2026Q1: 31,024 shares 31,024 $1.71M 0.01% +1,438 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $1.71M 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,927 shares; 2025Q1: 10,932 shares; 2025Q2: 9,270 shares; 2025Q3: 9,392 shares; 2025Q4: 10,470 shares; 2026Q1: 12,245 shares 12,245 $1.71M 0.01% +1,775 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,265 shares; 2024Q4: 387,541 shares; 2025Q1: 383,531 shares; 2025Q2: 381,585 shares; 2025Q3: 69,854 shares; 2025Q4: 48,298 shares; 2026Q1: 36,277 shares 36,277 $1.7M 0.01% -12,021 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,075 shares; 2024Q4: 24,225 shares; 2025Q1: 23,319 shares; 2025Q2: 23,160 shares; 2025Q3: 21,891 shares; 2025Q4: 24,173 shares; 2026Q1: 13,552 shares 13,552 $1.7M 0.01% -10,621 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,840 shares; 2024Q4: 15,793 shares; 2025Q1: 15,864 shares; 2025Q2: 14,769 shares; 2025Q3: 14,479 shares; 2025Q4: 14,423 shares; 2026Q1: 14,258 shares 14,258 $1.69M 0.01% -165 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 35,467 shares; 2025Q1: 26,905 shares; 2025Q2: 30,218 shares; 2025Q3: 29,228 shares; 2025Q4: 20,530 shares; 2026Q1: 19,870 shares 19,870 $1.69M 0.01% -660 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 15,475 shares; 2025Q2: 20,526 shares; 2025Q3: 18,750 shares; 2025Q4: 16,715 shares; 2026Q1: 14,227 shares 14,227 $1.68M 0.01% -2,488 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,706 shares; 2024Q4: 67,449 shares; 2025Q1: 63,822 shares; 2025Q2: 59,804 shares; 2025Q3: 58,993 shares; 2025Q4: 55,929 shares; 2026Q1: 41,516 shares 41,516 $1.67M 0.01% -14,413 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,575 shares 63,575 $1.67M 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,342 shares; 2024Q4: 12,801 shares; 2025Q1: 12,060 shares; 2025Q2: 11,754 shares; 2025Q3: 11,162 shares; 2025Q4: 11,372 shares; 2026Q1: 11,366 shares 11,366 $1.67M 0.01% -6 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 8,421 shares; 2025Q1: 10,969 shares; 2025Q2: 10,946 shares; 2025Q3: 10,594 shares; 2025Q4: 9,153 shares; 2026Q1: 6,478 shares 6,478 $1.62M 0.01% -2,675 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,104 shares; 2024Q4: 44,131 shares; 2025Q1: 41,138 shares; 2025Q2: 38,774 shares; 2025Q3: 36,384 shares; 2025Q4: 36,404 shares; 2026Q1: 34,382 shares 34,382 $1.62M 0.01% -2,022 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,866 shares; 2024Q4: 57,249 shares; 2025Q1: 64,812 shares; 2025Q2: 65,125 shares; 2025Q3: 64,059 shares; 2025Q4: 59,944 shares; 2026Q1: 59,830 shares 59,830 $1.61M 0.01% -114 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,247 shares; 2025Q1: 3,395 shares; 2025Q2: 3,473 shares; 2025Q3: 3,329 shares; 2025Q4: 2,945 shares; 2026Q1: 2,708 shares 2,708 $1.59M 0.01% -237 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,014 shares; 2025Q1: 9,910 shares; 2025Q2: 13,008 shares; 2025Q3: 13,094 shares; 2025Q4: 11,023 shares; 2026Q1: 9,736 shares 9,736 $1.58M 0.01% -1,287 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 10,064 shares; 2025Q1: 10,025 shares; 2025Q2: 9,659 shares; 2025Q3: 9,236 shares; 2025Q4: 8,815 shares; 2026Q1: 9,076 shares 9,076 $1.57M 0.01% +261 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,765 shares; 2024Q4: 54,311 shares; 2025Q1: 52,918 shares; 2025Q2: 66,021 shares; 2025Q3: 75,273 shares; 2025Q4: 70,298 shares; 2026Q1: 107,849 shares 107,849 $1.57M 0.01% +37,551 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,360 shares; 2025Q1: 7,519 shares; 2025Q2: 7,383 shares; 2025Q3: 7,347 shares; 2025Q4: 7,325 shares; 2026Q1: 7,379 shares 7,379 $1.56M 0.01% +54 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 9,138 shares; 2025Q1: 7,658 shares; 2025Q2: 7,750 shares; 2025Q3: 7,179 shares; 2025Q4: 7,425 shares; 2026Q1: 5,871 shares 5,871 $1.56M 0.01% -1,554 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 13,568 shares; 2025Q1: 13,568 shares; 2025Q2: 26,232 shares; 2025Q3: 25,579 shares; 2025Q4: 25,478 shares; 2026Q1: 39,471 shares 39,471 $1.54M 0.01% +13,993 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 17,622 shares; 2025Q1: 15,942 shares; 2025Q2: 22,135 shares; 2025Q3: 21,340 shares; 2025Q4: 20,967 shares; 2026Q1: 20,444 shares 20,444 $1.54M 0.01% -523 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 64,634 shares; 2025Q1: 64,634 shares; 2025Q2: 46,718 shares; 2025Q3: 68,349 shares; 2025Q4: 68,349 shares; 2026Q1: 89,734 shares 89,734 $1.53M 0.01% +21,385 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,013 shares; 2025Q4: 2,034 shares; 2026Q1: 2,216 shares 2,216 $1.51M 0.01% +182 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,533 shares; 2024Q4: 25,541 shares; 2025Q1: 25,477 shares; 2025Q2: 35,283 shares; 2025Q3: 35,580 shares; 2025Q4: 31,001 shares; 2026Q1: 29,029 shares 29,029 $1.51M 0.01% -1,972 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 9,345 shares; 2025Q1: 8,845 shares; 2025Q2: 8,024 shares; 2025Q3: 9,213 shares; 2025Q4: 9,594 shares; 2026Q1: 7,682 shares 7,682 $1.5M 0.01% -1,912 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,780 shares; 2024Q4: 90,326 shares; 2025Q1: 71,877 shares; 2025Q2: 70,220 shares; 2025Q3: 20,621 shares; 2025Q4: 15,451 shares; 2026Q1: 6,169 shares 6,169 $1.5M 0.01% -9,282 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,557 shares; 2025Q1: 2,539 shares; 2025Q2: 5,902 shares; 2025Q3: 9,484 shares; 2025Q4: 9,248 shares; 2026Q1: 8,260 shares 8,260 $1.49M 0.01% -988 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,306 shares; 2025Q1: 4,276 shares; 2025Q2: 4,340 shares; 2025Q3: 4,310 shares; 2025Q4: 4,322 shares; 2026Q1: 4,315 shares 4,315 $1.48M 0.01% -7 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,092 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,592 shares; 2025Q3: 11,619 shares; 2025Q4: 11,586 shares; 2026Q1: 11,586 shares 11,586 $1.47M 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,726 shares; 2024Q4: 37,436 shares; 2025Q1: 38,067 shares; 2025Q2: 31,988 shares; 2025Q3: 30,924 shares; 2025Q4: 23,899 shares; 2026Q1: 19,156 shares 19,156 $1.43M 0.01% -4,743 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 7,820 shares; 2025Q1: 6,784 shares; 2025Q2: 7,727 shares; 2025Q3: 28,147 shares; 2025Q4: 27,401 shares; 2026Q1: 24,301 shares 24,301 $1.42M 0.01% -3,100 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,616 shares; 2025Q3: 19,282 shares; 2025Q4: 18,758 shares; 2026Q1: 16,715 shares 16,715 $1.41M 0.01% -2,043 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: 7,757 shares; 2025Q2: 8,199 shares; 2025Q3: 10,023 shares; 2025Q4: 9,736 shares; 2026Q1: 9,736 shares 9,736 $1.41M 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 6,099 shares; 2025Q1: 5,487 shares; 2025Q2: 5,218 shares; 2025Q3: 5,604 shares; 2025Q4: 5,631 shares; 2026Q1: 3,995 shares 3,995 $1.38M 0.01% -1,636 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,036 shares; 2024Q4: 40,603 shares; 2025Q1: 16,550 shares; 2025Q2: 10,874 shares; 2025Q3: 7,033 shares; 2025Q4: 4,940 shares; 2026Q1: 4,215 shares 4,215 $1.38M 0.01% -725 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,954 shares; 2024Q4: 91,867 shares; 2025Q1: 91,868 shares; 2025Q2: 61,655 shares; 2025Q3: 60,283 shares; 2025Q4: 61,988 shares; 2026Q1: 60,810 shares 60,810 $1.37M 0.01% -1,178 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 20,811 shares; 2025Q1: 17,184 shares; 2025Q2: 17,942 shares; 2025Q3: 102,950 shares; 2025Q4: 99,722 shares; 2026Q1: 62,830 shares 62,830 $1.36M 0.01% -36,892 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,818 shares 90,818 $1.36M 0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,878 shares; 2025Q4: 48,627 shares; 2026Q1: 42,754 shares 42,754 $1.35M 0.01% -5,873 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 31,200 shares; 2025Q1: 31,129 shares; 2025Q2: 30,784 shares; 2025Q3: 30,515 shares; 2025Q4: 30,083 shares; 2026Q1: 29,832 shares 29,832 $1.35M 0.01% -251 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 515 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 556 shares; 2026Q1: 399 shares 399 $1.35M 0.01% -157 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,597 shares; 2025Q3: 1,448 shares; 2025Q4: 1,441 shares; 2026Q1: 977 shares 977 $1.35M 0.01% -464 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,793 shares; 2025Q1: 1,871 shares; 2025Q2: 1,693 shares; 2025Q3: 5,005 shares; 2025Q4: 6,246 shares; 2026Q1: 6,536 shares 6,536 $1.35M 0.01% +290 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 35,680 shares; 2025Q1: 30,671 shares; 2025Q2: 27,857 shares; 2025Q3: 26,390 shares; 2025Q4: 24,348 shares; 2026Q1: 17,863 shares 17,863 $1.34M 0.01% -6,485 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,727 shares 14,727 $1.34M 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,289 shares; 2024Q4: 31,283 shares; 2025Q1: 31,085 shares; 2025Q2: 30,185 shares; 2025Q3: 28,130 shares; 2025Q4: 24,884 shares; 2026Q1: 15,121 shares 15,121 $1.34M 0.01% -9,763 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 30,071 shares; 2025Q1: 31,705 shares; 2025Q2: 43,810 shares; 2025Q3: 44,928 shares; 2025Q4: 39,766 shares; 2026Q1: 40,604 shares 40,604 $1.33M 0.01% +838 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,745 shares; 2024Q4: 166,879 shares; 2025Q1: 166,250 shares; 2025Q2: 159,784 shares; 2025Q3: 143,259 shares; 2025Q4: 139,878 shares; 2026Q1: 132,712 shares 132,712 $1.33M 0.01% -7,166 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,279 shares; 2025Q1: 2,128 shares; 2025Q2: 2,229 shares; 2025Q3: 2,144 shares; 2025Q4: 1,745 shares; 2026Q1: 1,207 shares 1,207 $1.32M 0.01% -538 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,729 shares; 2024Q4: 17,828 shares; 2025Q1: 9,828 shares; 2025Q2: 12,103 shares; 2025Q3: 9,756 shares; 2025Q4: 9,553 shares; 2026Q1: 9,622 shares 9,622 $1.31M 0.01% +69 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,090 shares; 2024Q4: 33,090 shares; 2025Q1: 42,205 shares; 2025Q2: 68,205 shares; 2025Q3: 53,327 shares; 2025Q4: 49,389 shares; 2026Q1: 67,526 shares 67,526 $1.3M 0.01% +18,137 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,396 shares; 2024Q4: 46,668 shares; 2025Q1: 49,669 shares; 2025Q2: 51,223 shares; 2025Q3: 49,985 shares; 2025Q4: 51,354 shares; 2026Q1: 51,122 shares 51,122 $1.3M 0.01% -232 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 24,235 shares; 2025Q1: 24,235 shares; 2025Q2: 24,235 shares; 2025Q3: 24,200 shares; 2025Q4: 24,549 shares; 2026Q1: 24,099 shares 24,099 $1.29M 0.01% -450 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,580 shares 27,580 $1.28M 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 7,520 shares; 2025Q1: 6,884 shares; 2025Q2: 6,061 shares; 2025Q3: 5,698 shares; 2025Q4: 26,368 shares; 2026Q1: 12,151 shares 12,151 $1.27M 0.01% -14,217 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 14,440 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares; 2025Q3: 17,515 shares; 2025Q4: 3,551 shares; 2026Q1: 15,269 shares 15,269 $1.26M 0.01% +11,718 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,739 shares; 2024Q4: 551,242 shares; 2025Q1: 561,285 shares; 2025Q2: 568,846 shares; 2025Q3: 154,272 shares; 2025Q4: 43,309 shares; 2026Q1: 39,343 shares 39,343 $1.26M 0.01% -3,966 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,306 shares; 2025Q1: 8,282 shares; 2025Q2: 8,289 shares; 2025Q3: 8,333 shares; 2025Q4: 8,188 shares; 2026Q1: 8,014 shares 8,014 $1.25M 0.01% -174 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,655 shares; 2024Q4: 18,063 shares; 2025Q1: 15,905 shares; 2025Q2: 14,295 shares; 2025Q3: 12,672 shares; 2025Q4: 12,080 shares; 2026Q1: 11,632 shares 11,632 $1.24M 0.01% -448 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 36,034 shares; 2025Q1: 42,851 shares; 2025Q2: 40,537 shares; 2025Q3: 43,592 shares; 2025Q4: 36,973 shares; 2026Q1: 32,103 shares 32,103 $1.24M 0.01% -4,870 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,902 shares; 2024Q4: 7,490 shares; 2025Q1: 7,491 shares; 2025Q2: 8,411 shares; 2025Q3: 8,320 shares; 2025Q4: 10,276 shares; 2026Q1: 30,547 shares 30,547 $1.24M 0.01% +20,271 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,319 shares; 2024Q4: 44,875 shares; 2025Q1: 35,736 shares; 2025Q2: 19,751 shares; 2025Q3: 14,915 shares; 2025Q4: 13,681 shares; 2026Q1: 12,590 shares 12,590 $1.23M 0.01% -1,091 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,741 shares; 2025Q1: 1,217 shares; 2025Q2: 1,214 shares; 2025Q3: 1,224 shares; 2025Q4: 1,151 shares; 2026Q1: 1,122 shares 1,122 $1.22M 0.01% -29 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,492 shares; 2024Q4: 18,384 shares; 2025Q1: 18,593 shares; 2025Q2: 17,834 shares; 2025Q3: 17,657 shares; 2025Q4: 13,541 shares; 2026Q1: 13,539 shares 13,539 $1.22M 0.01% -2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,304 shares; 2024Q4: 13,492 shares; 2025Q1: 13,812 shares; 2025Q2: 13,561 shares; 2025Q3: 11,755 shares; 2025Q4: 24,344 shares; 2026Q1: 26,603 shares 26,603 $1.22M 0.01% +2,259 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,386 shares; 2024Q4: 28,498 shares; 2025Q1: 30,267 shares; 2025Q2: 38,924 shares; 2025Q3: 38,669 shares; 2025Q4: 35,389 shares; 2026Q1: 33,450 shares 33,450 $1.21M 0.01% -1,939 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,306 shares; 2025Q4: 28,327 shares; 2026Q1: 28,281 shares 28,281 $1.2M 0.01% -46 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,157 shares; 2025Q1: 3,155 shares; 2025Q2: 3,281 shares; 2025Q3: 3,352 shares; 2025Q4: 3,339 shares; 2026Q1: 4,188 shares 4,188 $1.19M 0.01% +849 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,327 shares; 2025Q1: 6,346 shares; 2025Q2: 5,737 shares; 2025Q3: 5,786 shares; 2025Q4: 6,151 shares; 2026Q1: 6,055 shares 6,055 $1.18M 0.01% -96 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,694 shares; 2024Q4: 102,073 shares; 2025Q1: 79,051 shares; 2025Q2: 68,435 shares; 2025Q3: 68,854 shares; 2025Q4: 68,520 shares; 2026Q1: 54,010 shares 54,010 $1.17M 0.01% -14,510 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,602 shares; 2025Q1: 3,571 shares; 2025Q2: 3,405 shares; 2025Q3: 3,804 shares; 2025Q4: 3,625 shares; 2026Q1: 3,631 shares 3,631 $1.16M 0.01% +6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 16,780 shares; 2025Q1: 16,570 shares; 2025Q2: 15,823 shares; 2025Q3: 14,628 shares; 2025Q4: 14,022 shares; 2026Q1: 13,584 shares 13,584 $1.14M 0.01% -438 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 658 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 517 shares 517 $1.14M 0.01% -275 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,046 shares; 2025Q4: 23,791 shares; 2026Q1: 19,123 shares 19,123 $1.13M 0.01% -4,668 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,280 shares; 2024Q4: 24,232 shares; 2025Q1: 23,549 shares; 2025Q2: 33,735 shares; 2025Q3: 28,835 shares; 2025Q4: 27,549 shares; 2026Q1: 27,217 shares 27,217 $1.13M 0.01% -332 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,147 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,057 shares 1,057 $1.12M 0.01% +84 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,457 shares; 2024Q4: 72,496 shares; 2025Q1: 75,039 shares; 2025Q2: 74,452 shares; 2025Q3: 71,865 shares; 2025Q4: 73,477 shares; 2026Q1: 43,567 shares 43,567 $1.12M 0.01% -29,910 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $1.11M 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,413 shares; 2025Q2: 7,330 shares; 2025Q3: 7,476 shares; 2025Q4: 7,996 shares; 2026Q1: 8,031 shares 8,031 $1.11M 0.01% +35 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,210 shares; 2024Q4: 6,014 shares; 2025Q1: 5,945 shares; 2025Q2: 6,164 shares; 2025Q3: 6,480 shares; 2025Q4: 6,504 shares; 2026Q1: 7,184 shares 7,184 $1.1M 0.01% +680 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 6,732 shares; 2025Q1: 5,262 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares; 2025Q4: 4,926 shares; 2026Q1: 3,342 shares 3,342 $1.09M 0.01% -1,584 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 10,558 shares; 2025Q1: 10,358 shares; 2025Q2: 9,466 shares; 2025Q3: 9,166 shares; 2025Q4: 9,979 shares; 2026Q1: 9,833 shares 9,833 $1.09M 0.01% -146 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,846 shares; 2024Q4: 40,305 shares; 2025Q1: 38,415 shares; 2025Q2: 34,479 shares; 2025Q3: 28,041 shares; 2025Q4: 27,719 shares; 2026Q1: 31,608 shares 31,608 $1.09M 0.01% +3,889 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,423 shares 9,423 $1.09M 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 11,863 shares; 2025Q1: 11,625 shares; 2025Q2: 8,509 shares; 2025Q3: 7,577 shares; 2025Q4: 7,351 shares; 2026Q1: 6,873 shares 6,873 $1.08M 0.01% -478 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 5,788 shares; 2025Q1: 5,828 shares; 2025Q2: 5,837 shares; 2025Q3: 5,905 shares; 2025Q4: 9,349 shares; 2026Q1: 9,587 shares 9,587 $1.08M 0.01% +238 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,971 shares; 2024Q4: 110,273 shares; 2025Q1: 91,087 shares; 2025Q2: 63,277 shares; 2025Q3: 33,395 shares; 2025Q4: 31,569 shares; 2026Q1: 32,400 shares 32,400 $1.07M 0.01% +831 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,684 shares 26,684 $1.05M 0.01% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,935 shares; 2024Q4: 53,272 shares; 2025Q1: 80,189 shares; 2025Q2: 108,557 shares; 2025Q3: 109,372 shares; 2025Q4: 92,847 shares; 2026Q1: 91,075 shares 91,075 $1.04M 0.01% -1,772 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,299 shares; 2024Q4: 61,339 shares; 2025Q1: 44,900 shares; 2025Q2: 35,839 shares; 2025Q3: 22,184 shares; 2025Q4: 12,703 shares; 2026Q1: 15,564 shares 15,564 $1.03M 0.01% +2,861 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 18,118 shares; 2025Q1: 18,269 shares; 2025Q2: 19,614 shares; 2025Q3: 18,118 shares; 2025Q4: 18,565 shares; 2026Q1: 18,128 shares 18,128 $1.03M 0.01% -437 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $1.03M 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,721 shares; 2024Q4: 31,839 shares; 2025Q1: 27,458 shares; 2025Q2: 20,432 shares; 2025Q3: 17,878 shares; 2025Q4: 16,468 shares; 2026Q1: 16,073 shares 16,073 $1.01M 0.01% -395 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,698 shares; 2024Q4: 17,875 shares; 2025Q1: 14,575 shares; 2025Q2: 20,913 shares; 2025Q3: 54,901 shares; 2025Q4: 53,799 shares; 2026Q1: 48,521 shares 48,521 $1.01M 0.01% -5,278 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,954 shares; 2024Q4: 22,454 shares; 2025Q1: 22,654 shares; 2025Q2: 22,936 shares; 2025Q3: 26,689 shares; 2025Q4: 34,689 shares; 2026Q1: 55,552 shares 55,552 $994K 0.01% +20,863 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,423 shares; 2025Q1: 1,316 shares; 2025Q2: 1,473 shares; 2025Q3: 1,700 shares; 2025Q4: 1,361 shares; 2026Q1: 4,665 shares 4,665 $985K 0.01% +3,304 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,365 shares; 2024Q4: 10,225 shares; 2025Q1: 9,817 shares; 2025Q2: 9,491 shares; 2025Q3: 9,545 shares; 2025Q4: 9,277 shares; 2026Q1: 9,394 shares 9,394 $965K 0.01% +117 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 17,077 shares; 2025Q1: 16,924 shares; 2025Q2: 14,874 shares; 2025Q3: 14,557 shares; 2025Q4: 10,056 shares; 2026Q1: 11,617 shares 11,617 $959K 0.01% +1,561 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 8,732 shares; 2025Q1: 7,762 shares; 2025Q2: 9,789 shares; 2025Q3: 9,923 shares; 2025Q4: 9,667 shares; 2026Q1: 9,473 shares 9,473 $954K 0.01% -194 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,425 shares; 2024Q4: 20,425 shares; 2025Q1: 20,425 shares; 2025Q2: 20,425 shares; 2025Q3: 19,840 shares; 2025Q4: 19,840 shares; 2026Q1: 19,840 shares 19,840 $943K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,293 shares; 2025Q3: 86,613 shares; 2025Q4: 83,759 shares; 2026Q1: 82,371 shares 82,371 $929K 0.01% -1,388 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 55,898 shares; 2025Q1: 54,537 shares; 2025Q2: 51,534 shares; 2025Q3: 46,990 shares; 2025Q4: 47,018 shares; 2026Q1: 44,750 shares 44,750 $926K 0.01% -2,268 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,274 shares 42,274 $925K 0.01% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 2,745 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,046 shares; 2025Q4: 7,522 shares; 2026Q1: 7,801 shares 7,801 $921K 0.01% +279 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: 1,455 shares; 2026Q1: 1,233 shares 1,233 $900K 0.01% -222 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,403 shares; 2025Q4: 64,395 shares; 2026Q1: 62,621 shares 62,621 $900K 0.01% -1,774 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,987 shares; 2025Q4: 71,004 shares; 2026Q1: 70,987 shares 70,987 $899K 0.01% -17 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,246 shares; 2024Q4: 23,045 shares; 2025Q1: 22,314 shares; 2025Q2: 21,758 shares; 2025Q3: 20,509 shares; 2025Q4: 19,982 shares; 2026Q1: 19,517 shares 19,517 $894K 0.01% -465 Timeline