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: 468,161 shares; 2024Q4: 459,665 shares; 2025Q1: 449,156 shares; 2025Q2: 433,565 shares; 2025Q3: 424,484 shares; 2025Q4: 418,692 shares; 2026Q1: 415,340 shares 415,340 $72.4M 3.79% -3,352 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: 307,732 shares; 2024Q4: 301,018 shares; 2025Q1: 289,661 shares; 2025Q2: 276,346 shares; 2025Q3: 262,927 shares; 2025Q4: 256,425 shares; 2026Q1: 264,002 shares 264,002 $67M 3.5% +7,577 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: 180,421 shares; 2024Q4: 178,972 shares; 2025Q1: 177,900 shares; 2025Q2: 176,283 shares; 2025Q3: 174,783 shares; 2025Q4: 170,222 shares; 2026Q1: 172,756 shares 172,756 $49.7M 2.6% +2,534 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: 154,209 shares; 2024Q4: 150,861 shares; 2025Q1: 149,145 shares; 2025Q2: 147,034 shares; 2025Q3: 145,306 shares; 2025Q4: 142,966 shares; 2026Q1: 142,747 shares 142,747 $42M 2.19% -219 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: 594,067 shares; 2024Q4: 598,037 shares; 2025Q1: 620,416 shares; 2025Q2: 619,388 shares; 2025Q3: 618,102 shares; 2025Q4: 619,700 shares; 2026Q1: 643,009 shares 643,009 $30.6M 1.6% +23,309 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: 64,777 shares; 2024Q4: 64,781 shares; 2025Q1: 63,473 shares; 2025Q2: 63,955 shares; 2025Q3: 64,243 shares; 2025Q4: 63,519 shares; 2026Q1: 63,036 shares 63,036 $30.2M 1.58% -483 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: 108,461 shares; 2024Q4: 108,386 shares; 2025Q1: 107,725 shares; 2025Q2: 111,002 shares; 2025Q3: 111,178 shares; 2025Q4: 113,961 shares; 2026Q1: 144,961 shares 144,961 $30.2M 1.58% +31,000 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: 69,690 shares; 2024Q4: 69,938 shares; 2025Q1: 69,861 shares; 2025Q2: 70,504 shares; 2025Q3: 70,430 shares; 2025Q4: 69,912 shares; 2026Q1: 78,974 shares 78,974 $29.2M 1.53% +9,062 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: 107,576 shares; 2024Q4: 105,399 shares; 2025Q1: 102,446 shares; 2025Q2: 102,745 shares; 2025Q3: 96,080 shares; 2025Q4: 88,873 shares; 2026Q1: 91,014 shares 91,014 $26.1M 1.36% +2,141 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: 136,847 shares; 2024Q4: 143,310 shares; 2025Q1: 144,582 shares; 2025Q2: 144,979 shares; 2025Q3: 143,897 shares; 2025Q4: 142,756 shares; 2026Q1: 141,473 shares 141,473 $24M 1.25% -1,283 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: 105,299 shares; 2024Q4: 104,313 shares; 2025Q1: 102,058 shares; 2025Q2: 97,916 shares; 2025Q3: 97,975 shares; 2025Q4: 97,072 shares; 2026Q1: 97,419 shares 97,419 $23.8M 1.24% +347 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,680 shares; 2024Q4: 387,506 shares; 2025Q1: 496,780 shares; 2025Q2: 536,824 shares; 2025Q3: 572,597 shares; 2025Q4: 596,092 shares; 2026Q1: 660,932 shares 660,932 $23.7M 1.24% +64,840 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: 201,494 shares; 2024Q4: 196,478 shares; 2025Q1: 196,767 shares; 2025Q2: 198,697 shares; 2025Q3: 199,208 shares; 2025Q4: 195,947 shares; 2026Q1: 205,139 shares 205,139 $23.6M 1.23% +9,192 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: 108,254 shares; 2024Q4: 107,040 shares; 2025Q1: 104,208 shares; 2025Q2: 102,094 shares; 2025Q3: 101,801 shares; 2025Q4: 99,348 shares; 2026Q1: 106,014 shares 106,014 $23.1M 1.21% +6,666 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: 133,947 shares; 2024Q4: 134,483 shares; 2025Q1: 135,143 shares; 2025Q2: 132,502 shares; 2025Q3: 132,821 shares; 2025Q4: 127,530 shares; 2026Q1: 108,199 shares 108,199 $22.4M 1.17% -19,331 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,118 shares; 2024Q4: 477,909 shares; 2025Q1: 513,211 shares; 2025Q2: 529,701 shares; 2025Q3: 524,734 shares; 2025Q4: 557,994 shares; 2026Q1: 583,866 shares 583,866 $21.8M 1.14% +25,872 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,057 shares; 2024Q4: 140,050 shares; 2025Q1: 151,697 shares; 2025Q2: 181,417 shares; 2025Q3: 182,646 shares; 2025Q4: 187,213 shares; 2026Q1: 191,935 shares 191,935 $21.2M 1.11% +4,722 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: 26,256 shares; 2024Q4: 25,820 shares; 2025Q1: 24,300 shares; 2025Q2: 22,223 shares; 2025Q3: 21,786 shares; 2025Q4: 21,208 shares; 2026Q1: 21,008 shares 21,008 $20.9M 1.09% -200 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,237 shares; 2024Q4: 185,854 shares; 2025Q1: 197,562 shares; 2025Q2: 213,537 shares; 2025Q3: 232,350 shares; 2025Q4: 247,655 shares; 2026Q1: 275,419 shares 275,419 $20.8M 1.09% +27,764 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: 58,617 shares; 2024Q4: 60,259 shares; 2025Q1: 60,950 shares; 2025Q2: 59,803 shares; 2025Q3: 59,063 shares; 2025Q4: 58,163 shares; 2026Q1: 58,225 shares 58,225 $20.5M 1.07% +62 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: 170,950 shares; 2024Q4: 179,134 shares; 2025Q1: 334,166 shares; 2025Q2: 330,565 shares; 2025Q3: 330,155 shares; 2025Q4: 333,933 shares; 2026Q1: 349,632 shares 349,632 $19.8M 1.04% +15,699 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: 25,206 shares; 2024Q4: 25,131 shares; 2025Q1: 26,005 shares; 2025Q2: 26,930 shares; 2025Q3: 27,310 shares; 2025Q4: 28,040 shares; 2026Q1: 28,821 shares 28,821 $18.7M 0.98% +781 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: 79,455 shares; 2024Q4: 80,323 shares; 2025Q1: 81,812 shares; 2025Q2: 81,149 shares; 2025Q3: 81,263 shares; 2025Q4: 84,297 shares; 2026Q1: 85,124 shares 85,124 $18.3M 0.96% +827 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: 31,312 shares; 2024Q4: 30,969 shares; 2025Q1: 30,517 shares; 2025Q2: 30,730 shares; 2025Q3: 30,220 shares; 2025Q4: 30,163 shares; 2026Q1: 30,515 shares 30,515 $17.5M 0.91% +352 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: 11,502 shares; 2024Q4: 11,423 shares; 2025Q1: 11,069 shares; 2025Q2: 11,013 shares; 2025Q3: 10,823 shares; 2025Q4: 119,464 shares; 2026Q1: 169,683 shares 169,683 $16.3M 0.85% +50,219 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: 8,326 shares; 2024Q4: 9,305 shares; 2025Q1: 26,137 shares; 2025Q2: 27,891 shares; 2025Q3: 27,384 shares; 2025Q4: 22,353 shares; 2026Q1: 22,845 shares 22,845 $16.2M 0.85% +492 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: 58,082 shares; 2024Q4: 58,950 shares; 2025Q1: 60,074 shares; 2025Q2: 60,527 shares; 2025Q3: 61,764 shares; 2025Q4: 60,773 shares; 2026Q1: 63,667 shares 63,667 $14.4M 0.75% +2,894 Timeline BBIN 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: 56,736 shares; 2024Q4: 57,821 shares; 2025Q1: 166,726 shares; 2025Q2: 179,232 shares; 2025Q3: 184,573 shares; 2025Q4: 188,817 shares; 2026Q1: 194,077 shares 194,077 $14.2M 0.74% +5,260 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: 16,539 shares; 2024Q4: 16,558 shares; 2025Q1: 46,091 shares; 2025Q2: 47,305 shares; 2025Q3: 47,807 shares; 2025Q4: 46,734 shares; 2026Q1: 49,289 shares 49,289 $14M 0.73% +2,555 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: 50,595 shares; 2024Q4: 48,568 shares; 2025Q1: 48,333 shares; 2025Q2: 47,489 shares; 2025Q3: 48,602 shares; 2025Q4: 47,748 shares; 2026Q1: 39,986 shares 39,986 $13.7M 0.72% -7,762 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: 47,356 shares; 2024Q4: 46,140 shares; 2025Q1: 44,598 shares; 2025Q2: 42,262 shares; 2025Q3: 41,902 shares; 2025Q4: 41,421 shares; 2026Q1: 42,846 shares 42,846 $13.3M 0.69% +1,425 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: 53,557 shares; 2024Q4: 52,874 shares; 2025Q1: 52,340 shares; 2025Q2: 50,826 shares; 2025Q3: 50,182 shares; 2025Q4: 49,671 shares; 2026Q1: 49,361 shares 49,361 $12.8M 0.67% -310 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: 27,518 shares; 2024Q4: 27,199 shares; 2025Q1: 27,088 shares; 2025Q2: 26,330 shares; 2025Q3: 25,939 shares; 2025Q4: 25,617 shares; 2026Q1: 25,700 shares 25,700 $12.6M 0.66% +83 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,910 shares; 2024Q4: 107,597 shares; 2025Q1: 129,584 shares; 2025Q2: 150,670 shares; 2025Q3: 211,709 shares; 2025Q4: 226,713 shares; 2026Q1: 293,226 shares 293,226 $12.5M 0.65% +66,513 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: 49,021 shares; 2024Q4: 89,231 shares; 2025Q1: 83,764 shares; 2025Q2: 77,442 shares; 2025Q3: 77,614 shares; 2025Q4: 75,747 shares; 2026Q1: 77,199 shares 77,199 $12.4M 0.65% +1,452 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 5,810 shares; 2025Q1: 72,718 shares; 2025Q2: 151,548 shares; 2025Q3: 237,580 shares; 2025Q4: 270,536 shares; 2026Q1: 367,839 shares 367,839 $12.3M 0.64% +97,303 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: 30,221 shares; 2024Q4: 30,450 shares; 2025Q1: 33,190 shares; 2025Q2: 178,824 shares; 2025Q3: 189,417 shares; 2025Q4: 214,980 shares; 2026Q1: 232,639 shares 232,639 $12.2M 0.64% +17,659 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,645 shares; 2024Q4: 60,638 shares; 2025Q1: 68,238 shares; 2025Q2: 201,234 shares; 2025Q3: 203,299 shares; 2025Q4: 203,611 shares; 2026Q1: 212,866 shares 212,866 $11.8M 0.62% +9,255 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: 156,822 shares; 2024Q4: 154,795 shares; 2025Q1: 151,997 shares; 2025Q2: 152,235 shares; 2025Q3: 153,114 shares; 2025Q4: 151,658 shares; 2026Q1: 151,594 shares 151,594 $11.8M 0.61% -64 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: 93,661 shares; 2024Q4: 92,884 shares; 2025Q1: 89,238 shares; 2025Q2: 84,850 shares; 2025Q3: 86,900 shares; 2025Q4: 83,768 shares; 2026Q1: 97,156 shares 97,156 $11.7M 0.61% +13,388 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: 16,118 shares; 2024Q4: 16,035 shares; 2025Q1: 15,640 shares; 2025Q2: 16,924 shares; 2025Q3: 16,746 shares; 2025Q4: 17,473 shares; 2026Q1: 18,575 shares 18,575 $11.1M 0.58% +1,102 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: 87,124 shares; 2024Q4: 85,812 shares; 2025Q1: 85,053 shares; 2025Q2: 85,738 shares; 2025Q3: 75,956 shares; 2025Q4: 73,876 shares; 2026Q1: 75,395 shares 75,395 $11.1M 0.58% +1,519 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,911 shares; 2025Q4: 206,396 shares; 2026Q1: 213,107 shares 213,107 $10.8M 0.57% +6,711 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,573 shares; 2024Q4: 78,085 shares; 2025Q1: 78,572 shares; 2025Q2: 80,355 shares; 2025Q3: 80,663 shares; 2025Q4: 77,562 shares; 2026Q1: 57,502 shares 57,502 $10.4M 0.54% -20,060 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,715 shares; 2024Q4: 37,279 shares; 2025Q1: 37,284 shares; 2025Q2: 37,155 shares; 2025Q3: 37,078 shares; 2025Q4: 37,017 shares; 2026Q1: 36,563 shares 36,563 $10.3M 0.54% -454 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: 31,629 shares; 2024Q4: 31,048 shares; 2025Q1: 30,341 shares; 2025Q2: 30,802 shares; 2025Q3: 31,054 shares; 2025Q4: 31,338 shares; 2026Q1: 31,964 shares 31,964 $9.66M 0.5% +626 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: 98,633 shares; 2024Q4: 98,380 shares; 2025Q1: 100,994 shares; 2025Q2: 98,839 shares; 2025Q3: 98,435 shares; 2025Q4: 96,462 shares; 2026Q1: 99,981 shares 99,981 $9.65M 0.5% +3,519 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: 130,459 shares; 2024Q4: 131,808 shares; 2025Q1: 132,196 shares; 2025Q2: 132,235 shares; 2025Q3: 132,685 shares; 2025Q4: 129,950 shares; 2026Q1: 127,598 shares 127,598 $9.6M 0.5% -2,352 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: 9,302 shares; 2024Q4: 9,859 shares; 2025Q1: 10,392 shares; 2025Q2: 10,607 shares; 2025Q3: 10,125 shares; 2025Q4: 10,290 shares; 2026Q1: 10,413 shares 10,413 $9.58M 0.5% +123 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: 31,971 shares; 2024Q4: 30,783 shares; 2025Q1: 30,416 shares; 2025Q2: 29,104 shares; 2025Q3: 28,911 shares; 2025Q4: 28,279 shares; 2026Q1: 29,109 shares 29,109 $9.56M 0.5% +830 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: 38,118 shares; 2024Q4: 38,152 shares; 2025Q1: 37,936 shares; 2025Q2: 38,943 shares; 2025Q3: 41,106 shares; 2025Q4: 41,376 shares; 2026Q1: 50,161 shares 50,161 $9.14M 0.48% +8,785 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: 43,667 shares; 2024Q4: 42,639 shares; 2025Q1: 33,153 shares; 2025Q2: 31,947 shares; 2025Q3: 30,944 shares; 2025Q4: 30,504 shares; 2026Q1: 29,979 shares 29,979 $9.12M 0.48% -525 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: 40,120 shares; 2024Q4: 39,377 shares; 2025Q1: 39,403 shares; 2025Q2: 37,438 shares; 2025Q3: 37,873 shares; 2025Q4: 36,503 shares; 2026Q1: 36,206 shares 36,206 $8.78M 0.46% -297 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: 28,498 shares; 2024Q4: 36,593 shares; 2025Q1: 39,873 shares; 2025Q2: 41,952 shares; 2025Q3: 41,968 shares; 2025Q4: 44,678 shares; 2026Q1: 45,539 shares 45,539 $8.74M 0.46% +861 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: 27,091 shares; 2024Q4: 27,128 shares; 2025Q1: 27,430 shares; 2025Q2: 27,156 shares; 2025Q3: 27,583 shares; 2025Q4: 27,134 shares; 2026Q1: 26,398 shares 26,398 $8.68M 0.45% -736 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,475 shares 107,475 $8.6M 0.45% new 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: 64,237 shares; 2024Q4: 63,783 shares; 2025Q1: 62,926 shares; 2025Q2: 62,563 shares; 2025Q3: 63,549 shares; 2025Q4: 62,729 shares; 2026Q1: 66,256 shares 66,256 $8.53M 0.45% +3,527 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: 192,067 shares; 2024Q4: 197,400 shares; 2025Q1: 198,665 shares; 2025Q2: 193,423 shares; 2025Q3: 187,850 shares; 2025Q4: 168,937 shares; 2026Q1: 169,225 shares 169,225 $8.5M 0.44% +288 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: 38,094 shares; 2024Q4: 37,651 shares; 2025Q1: 40,297 shares; 2025Q2: 40,696 shares; 2025Q3: 42,062 shares; 2025Q4: 41,470 shares; 2026Q1: 41,067 shares 41,067 $8.35M 0.44% -403 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: 89,597 shares; 2024Q4: 88,850 shares; 2025Q1: 85,721 shares; 2025Q2: 85,407 shares; 2025Q3: 92,603 shares; 2025Q4: 83,624 shares; 2026Q1: 66,849 shares 66,849 $8.31M 0.43% -16,775 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: 20,407 shares; 2024Q4: 20,004 shares; 2025Q1: 19,716 shares; 2025Q2: 18,979 shares; 2025Q3: 18,595 shares; 2025Q4: 18,644 shares; 2026Q1: 18,612 shares 18,612 $7.94M 0.41% -32 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: 15,846 shares; 2024Q4: 16,255 shares; 2025Q1: 16,503 shares; 2025Q2: 18,926 shares; 2025Q3: 19,520 shares; 2025Q4: 19,208 shares; 2026Q1: 27,723 shares 27,723 $7.74M 0.4% +8,515 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: 68,304 shares; 2024Q4: 69,266 shares; 2025Q1: 69,478 shares; 2025Q2: 74,672 shares; 2025Q3: 76,476 shares; 2025Q4: 78,884 shares; 2026Q1: 77,946 shares 77,946 $7.72M 0.4% -938 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: 14,401 shares; 2024Q4: 13,187 shares; 2025Q1: 59,633 shares; 2025Q2: 77,009 shares; 2025Q3: 161,772 shares; 2025Q4: 141,671 shares; 2026Q1: 138,569 shares 138,569 $7.32M 0.38% -3,102 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: 25,083 shares; 2024Q4: 24,656 shares; 2025Q1: 24,287 shares; 2025Q2: 23,662 shares; 2025Q3: 23,176 shares; 2025Q4: 22,430 shares; 2026Q1: 22,968 shares 22,968 $7.14M 0.37% +538 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: 37,778 shares; 2024Q4: 39,439 shares; 2025Q1: 41,439 shares; 2025Q2: 41,718 shares; 2025Q3: 42,223 shares; 2025Q4: 41,959 shares; 2026Q1: 41,857 shares 41,857 $7.08M 0.37% -102 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: 31,188 shares; 2024Q4: 30,945 shares; 2025Q1: 30,706 shares; 2025Q2: 31,029 shares; 2025Q3: 34,519 shares; 2025Q4: 33,987 shares; 2026Q1: 35,557 shares 35,557 $6.86M 0.36% +1,570 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: 2,247 shares; 2024Q4: 3,200 shares; 2025Q1: 15,292 shares; 2025Q2: 17,302 shares; 2025Q3: 18,664 shares; 2025Q4: 18,588 shares; 2026Q1: 19,139 shares 19,139 $6.85M 0.36% +551 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,021 shares; 2025Q1: 14,889 shares; 2025Q2: 14,641 shares; 2025Q3: 14,641 shares; 2025Q4: 21,063 shares; 2026Q1: 21,088 shares 21,088 $6.77M 0.35% +25 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: 130,489 shares; 2024Q4: 130,738 shares; 2025Q1: 129,860 shares; 2025Q2: 133,981 shares; 2025Q3: 134,852 shares; 2025Q4: 132,415 shares; 2026Q1: 137,126 shares 137,126 $6.68M 0.35% +4,711 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: 11,005 shares; 2024Q4: 10,981 shares; 2025Q1: 11,739 shares; 2025Q2: 11,737 shares; 2025Q3: 11,360 shares; 2025Q4: 11,593 shares; 2026Q1: 10,935 shares 10,935 $6.61M 0.35% -658 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: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 59,924 shares; 2025Q3: 70,734 shares; 2025Q4: 74,905 shares; 2026Q1: 81,490 shares 81,490 $6.41M 0.34% +6,585 Timeline RPV 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: 70,359 shares; 2024Q4: 69,481 shares; 2025Q1: 69,053 shares; 2025Q2: 68,455 shares; 2025Q3: 64,847 shares; 2025Q4: 62,434 shares; 2026Q1: 59,334 shares 59,334 $6.37M 0.33% -3,100 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 24,968 shares; 2025Q1: 24,866 shares; 2025Q2: 24,199 shares; 2025Q3: 25,488 shares; 2025Q4: 23,526 shares; 2026Q1: 23,518 shares 23,518 $6.37M 0.33% -8 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,697 shares; 2024Q4: 32,358 shares; 2025Q1: 32,264 shares; 2025Q2: 31,714 shares; 2025Q3: 31,753 shares; 2025Q4: 30,732 shares; 2026Q1: 30,672 shares 30,672 $6.31M 0.33% -60 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: 27,558 shares; 2024Q4: 28,931 shares; 2025Q1: 29,232 shares; 2025Q2: 28,289 shares; 2025Q3: 27,701 shares; 2025Q4: 28,647 shares; 2026Q1: 29,430 shares 29,430 $6.29M 0.33% +783 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: 12,079 shares; 2024Q4: 12,010 shares; 2025Q1: 12,009 shares; 2025Q2: 11,631 shares; 2025Q3: 12,168 shares; 2025Q4: 11,994 shares; 2026Q1: 11,591 shares 11,591 $6.24M 0.33% -403 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: 21,421 shares; 2024Q4: 21,662 shares; 2025Q1: 21,689 shares; 2025Q2: 21,849 shares; 2025Q3: 21,221 shares; 2025Q4: 20,999 shares; 2026Q1: 25,668 shares 25,668 $6.22M 0.33% +4,669 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 27,000 shares; 2025Q2: 32,001 shares; 2025Q3: 27,182 shares; 2025Q4: 170,838 shares; 2026Q1: 243,915 shares 243,915 $6.18M 0.32% +73,077 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,525 shares; 2024Q4: 64,925 shares; 2025Q1: 86,850 shares; 2025Q2: 96,350 shares; 2025Q3: 113,975 shares; 2025Q4: 191,523 shares; 2026Q1: 226,350 shares 226,350 $6.16M 0.32% +34,827 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: 224,496 shares; 2024Q4: 224,552 shares; 2025Q1: 224,552 shares; 2025Q2: 218,452 shares; 2025Q3: 218,302 shares; 2025Q4: 213,002 shares; 2026Q1: 160,456 shares 160,456 $6.07M 0.32% -52,546 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 22,613 shares; 2025Q1: 22,053 shares; 2025Q2: 22,384 shares; 2025Q3: 23,329 shares; 2025Q4: 23,612 shares; 2026Q1: 39,578 shares 39,578 $5.22M 0.27% +15,966 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: 25,819 shares; 2024Q4: 25,321 shares; 2025Q1: 25,050 shares; 2025Q2: 25,048 shares; 2025Q3: 24,338 shares; 2025Q4: 23,803 shares; 2026Q1: 24,824 shares 24,824 $5.15M 0.27% +1,021 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: 33,441 shares; 2024Q4: 33,461 shares; 2025Q1: 33,209 shares; 2025Q2: 37,492 shares; 2025Q3: 38,573 shares; 2025Q4: 38,521 shares; 2026Q1: 38,902 shares 38,902 $5.1M 0.27% +381 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: 7,744 shares; 2024Q4: 7,710 shares; 2025Q1: 7,416 shares; 2025Q2: 7,274 shares; 2025Q3: 7,243 shares; 2025Q4: 7,249 shares; 2026Q1: 9,021 shares 9,021 $5.08M 0.27% +1,772 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,085 shares; 2024Q4: 128,421 shares; 2025Q1: 129,474 shares; 2025Q2: 126,128 shares; 2025Q3: 124,734 shares; 2025Q4: 121,284 shares; 2026Q1: 122,585 shares 122,585 $5.08M 0.27% +1,301 Timeline TOST TOAST INC More: the full row for TOAST 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: 135 shares; 2025Q3: 475 shares; 2025Q4: 176,589 shares; 2026Q1: 189,984 shares 189,984 $5.04M 0.26% +13,395 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: 70,839 shares; 2024Q4: 71,535 shares; 2025Q1: 70,809 shares; 2025Q2: 70,931 shares; 2025Q3: 73,452 shares; 2025Q4: 71,742 shares; 2026Q1: 70,966 shares 70,966 $5.02M 0.26% -776 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: 6,746 shares; 2024Q4: 17,032 shares; 2025Q1: 20,631 shares; 2025Q2: 20,784 shares; 2025Q3: 20,858 shares; 2025Q4: 20,705 shares; 2026Q1: 20,423 shares 20,423 $4.99M 0.26% -282 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,577 shares; 2024Q4: 132,722 shares; 2025Q1: 131,498 shares; 2025Q2: 133,199 shares; 2025Q3: 143,245 shares; 2025Q4: 133,571 shares; 2026Q1: 148,389 shares 148,389 $4.98M 0.26% +14,818 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: 5,238 shares; 2024Q4: 5,709 shares; 2025Q1: 5,768 shares; 2025Q2: 6,102 shares; 2025Q3: 6,224 shares; 2025Q4: 7,255 shares; 2026Q1: 8,572 shares 8,572 $4.95M 0.26% +1,317 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: 32,642 shares; 2024Q4: 32,284 shares; 2025Q1: 33,679 shares; 2025Q2: 34,257 shares; 2025Q3: 34,371 shares; 2025Q4: 34,409 shares; 2026Q1: 36,646 shares 36,646 $4.8M 0.25% +2,237 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: 24,472 shares; 2024Q4: 25,783 shares; 2025Q1: 25,919 shares; 2025Q2: 25,693 shares; 2025Q3: 24,474 shares; 2025Q4: 22,724 shares; 2026Q1: 32,588 shares 32,588 $4.71M 0.25% +9,864 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,194 shares; 2024Q4: 174,324 shares; 2025Q1: 173,399 shares; 2025Q2: 175,159 shares; 2025Q3: 173,149 shares; 2025Q4: 172,524 shares; 2026Q1: 173,809 shares 173,809 $4.68M 0.24% +1,285 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,600 shares; 2024Q4: 91,000 shares; 2025Q1: 89,800 shares; 2025Q2: 94,600 shares; 2025Q3: 94,350 shares; 2025Q4: 92,550 shares; 2026Q1: 92,350 shares 92,350 $4.59M 0.24% -200 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: 26,397 shares; 2024Q4: 26,405 shares; 2025Q1: 29,240 shares; 2025Q2: 39,723 shares; 2025Q3: 41,858 shares; 2025Q4: 45,069 shares; 2026Q1: 46,919 shares 46,919 $4.56M 0.24% +1,850 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: 34,406 shares; 2024Q4: 34,415 shares; 2025Q1: 34,154 shares; 2025Q2: 33,980 shares; 2025Q3: 33,634 shares; 2025Q4: 33,496 shares; 2026Q1: 33,105 shares 33,105 $4.5M 0.24% -391 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: 9,144 shares; 2024Q4: 8,724 shares; 2025Q1: 8,685 shares; 2025Q2: 8,732 shares; 2025Q3: 8,717 shares; 2025Q4: 8,545 shares; 2026Q1: 8,878 shares 8,878 $4.4M 0.23% +333 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: 18,226 shares; 2024Q4: 18,109 shares; 2025Q1: 17,740 shares; 2025Q2: 19,679 shares; 2025Q3: 20,219 shares; 2025Q4: 19,306 shares; 2026Q1: 22,004 shares 22,004 $4.38M 0.23% +2,698 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,478 shares; 2024Q4: 164,930 shares; 2025Q1: 159,919 shares; 2025Q2: 162,502 shares; 2025Q3: 151,816 shares; 2025Q4: 155,683 shares; 2026Q1: 168,869 shares 168,869 $4.36M 0.23% +13,186 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: 12,451 shares; 2024Q4: 12,451 shares; 2025Q1: 12,507 shares; 2025Q2: 13,135 shares; 2025Q3: 13,207 shares; 2025Q4: 13,072 shares; 2026Q1: 12,780 shares 12,780 $4.32M 0.23% -292 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: 10,717 shares; 2024Q4: 10,634 shares; 2025Q1: 10,372 shares; 2025Q2: 10,467 shares; 2025Q3: 10,499 shares; 2025Q4: 10,831 shares; 2026Q1: 11,457 shares 11,457 $4.26M 0.22% +626 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,424 shares; 2024Q4: 195,061 shares; 2025Q1: 194,268 shares; 2025Q2: 203,172 shares; 2025Q3: 223,693 shares; 2025Q4: 229,703 shares; 2026Q1: 240,212 shares 240,212 $3.99M 0.21% +10,509 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 42,480 shares; 2026Q1: 87,805 shares 87,805 $3.88M 0.2% +45,325 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,955 shares; 2024Q4: 9,266 shares; 2025Q1: 9,265 shares; 2025Q2: 9,126 shares; 2025Q3: 9,177 shares; 2025Q4: 9,186 shares; 2026Q1: 9,828 shares 9,828 $3.85M 0.2% +642 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: 77,093 shares; 2024Q4: 74,811 shares; 2025Q1: 59,194 shares; 2025Q2: 56,259 shares; 2025Q3: 58,537 shares; 2025Q4: 53,879 shares; 2026Q1: 53,160 shares 53,160 $3.82M 0.2% -719 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: 37,768 shares; 2024Q4: 36,869 shares; 2025Q1: 36,077 shares; 2025Q2: 36,197 shares; 2025Q3: 36,452 shares; 2025Q4: 36,112 shares; 2026Q1: 41,187 shares 41,187 $3.81M 0.2% +5,075 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: 32,813 shares; 2024Q4: 32,803 shares; 2025Q1: 32,207 shares; 2025Q2: 33,079 shares; 2025Q3: 32,709 shares; 2025Q4: 32,535 shares; 2026Q1: 36,930 shares 36,930 $3.79M 0.2% +4,395 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,161 shares; 2024Q4: 244,763 shares; 2025Q1: 274,158 shares; 2025Q2: 268,988 shares; 2025Q3: 269,404 shares; 2025Q4: 264,041 shares; 2026Q1: 259,779 shares 259,779 $3.78M 0.2% -4,262 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: 16,016 shares; 2024Q4: 16,115 shares; 2025Q1: 15,230 shares; 2025Q2: 13,799 shares; 2025Q3: 15,602 shares; 2025Q4: 15,553 shares; 2026Q1: 10,600 shares 10,600 $3.78M 0.2% -4,953 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: 6,881 shares; 2024Q4: 8,454 shares; 2025Q1: 21,068 shares; 2025Q2: 20,841 shares; 2025Q3: 21,846 shares; 2025Q4: 23,231 shares; 2026Q1: 25,519 shares 25,519 $3.73M 0.2% +2,288 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,685 shares; 2024Q4: 19,895 shares; 2025Q1: 19,895 shares; 2025Q2: 21,455 shares; 2025Q3: 32,795 shares; 2025Q4: 35,120 shares; 2026Q1: 52,202 shares 52,202 $3.65M 0.19% +17,082 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,609 shares; 2024Q4: 28,763 shares; 2025Q1: 28,736 shares; 2025Q2: 28,765 shares; 2025Q3: 28,936 shares; 2025Q4: 30,218 shares; 2026Q1: 31,907 shares 31,907 $3.61M 0.19% +1,689 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: 39,474 shares; 2024Q4: 36,958 shares; 2025Q1: 37,078 shares; 2025Q2: 36,376 shares; 2025Q3: 38,449 shares; 2025Q4: 48,566 shares; 2026Q1: 58,892 shares 58,892 $3.57M 0.19% +10,326 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: 145,810 shares; 2024Q4: 142,208 shares; 2025Q1: 128,416 shares; 2025Q2: 123,016 shares; 2025Q3: 131,128 shares; 2025Q4: 122,782 shares; 2026Q1: 127,176 shares 127,176 $3.57M 0.19% +4,394 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,703 shares; 2024Q4: 79,579 shares; 2025Q1: 85,027 shares; 2025Q2: 78,881 shares; 2025Q3: 89,244 shares; 2025Q4: 83,871 shares; 2026Q1: 67,538 shares 67,538 $3.4M 0.18% -16,333 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: 15,708 shares; 2024Q4: 23,205 shares; 2025Q1: 24,515 shares; 2025Q2: 30,446 shares; 2025Q3: 33,961 shares; 2025Q4: 35,584 shares; 2026Q1: 40,275 shares 40,275 $3.33M 0.17% +4,691 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 45,550 shares; 2025Q1: 78,360 shares; 2025Q2: 99,188 shares; 2025Q3: 107,442 shares; 2025Q4: 107,747 shares; 2026Q1: 125,976 shares 125,976 $3.31M 0.17% +18,229 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: 8,325 shares; 2024Q4: 7,836 shares; 2025Q1: 7,794 shares; 2025Q2: 7,825 shares; 2025Q3: 7,326 shares; 2025Q4: 7,353 shares; 2026Q1: 7,427 shares 7,427 $3.24M 0.17% +74 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: 29,160 shares; 2024Q4: 28,184 shares; 2025Q1: 29,209 shares; 2025Q2: 47,073 shares; 2025Q3: 51,555 shares; 2025Q4: 51,444 shares; 2026Q1: 52,030 shares 52,030 $3.22M 0.17% +586 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,067 shares; 2024Q4: 10,896 shares; 2025Q1: 10,900 shares; 2025Q2: 10,818 shares; 2025Q3: 10,817 shares; 2025Q4: 10,829 shares; 2026Q1: 11,035 shares 11,035 $3.17M 0.17% +206 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,060 shares; 2024Q4: 110,895 shares; 2025Q1: 110,180 shares; 2025Q2: 105,260 shares; 2025Q3: 98,895 shares; 2025Q4: 96,072 shares; 2026Q1: 89,685 shares 89,685 $3.15M 0.16% -6,387 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,694 shares; 2024Q4: 66,920 shares; 2025Q1: 70,727 shares; 2025Q2: 70,933 shares; 2025Q3: 68,546 shares; 2025Q4: 69,753 shares; 2026Q1: 67,841 shares 67,841 $3.07M 0.16% -1,912 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: 27,034 shares; 2024Q4: 27,063 shares; 2025Q1: 26,931 shares; 2025Q2: 26,929 shares; 2025Q3: 26,210 shares; 2025Q4: 24,666 shares; 2026Q1: 26,496 shares 26,496 $3.07M 0.16% +1,830 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: 17,160 shares; 2024Q4: 17,265 shares; 2025Q1: 17,405 shares; 2025Q2: 17,492 shares; 2025Q3: 17,848 shares; 2025Q4: 18,072 shares; 2026Q1: 18,444 shares 18,444 $3.05M 0.16% +372 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: 71,296 shares; 2024Q4: 70,910 shares; 2025Q1: 73,087 shares; 2025Q2: 77,974 shares; 2025Q3: 76,877 shares; 2025Q4: 73,650 shares; 2026Q1: 64,882 shares 64,882 $3.05M 0.16% -8,768 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,594 shares; 2024Q4: 46,241 shares; 2025Q1: 39,713 shares; 2025Q2: 37,812 shares; 2025Q3: 38,769 shares; 2025Q4: 36,726 shares; 2026Q1: 37,209 shares 37,209 $3.04M 0.16% +483 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: 15,593 shares; 2024Q4: 15,795 shares; 2025Q1: 15,873 shares; 2025Q2: 16,224 shares; 2025Q3: 18,554 shares; 2025Q4: 19,314 shares; 2026Q1: 19,568 shares 19,568 $3.04M 0.16% +254 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,840 shares; 2024Q4: 119,940 shares; 2025Q1: 121,890 shares; 2025Q2: 123,090 shares; 2025Q3: 124,590 shares; 2025Q4: 126,715 shares; 2026Q1: 135,660 shares 135,660 $3.03M 0.16% +8,945 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: 92,718 shares; 2024Q4: 90,710 shares; 2025Q1: 90,640 shares; 2025Q2: 105,026 shares; 2025Q3: 105,047 shares; 2025Q4: 101,542 shares; 2026Q1: 103,961 shares 103,961 $3.01M 0.16% +2,419 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,267 shares; 2025Q1: 1,522 shares; 2025Q2: 2,078 shares; 2025Q3: 2,087 shares; 2025Q4: 2,080 shares; 2026Q1: 2,036 shares 2,036 $3M 0.16% -44 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,560 shares; 2024Q4: 34,535 shares; 2025Q1: 34,535 shares; 2025Q2: 34,535 shares; 2025Q3: 34,665 shares; 2025Q4: 34,370 shares; 2026Q1: 33,008 shares 33,008 $2.99M 0.16% -1,362 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: 10,083 shares; 2024Q4: 10,872 shares; 2025Q1: 15,148 shares; 2025Q2: 13,827 shares; 2025Q3: 14,716 shares; 2025Q4: 18,652 shares; 2026Q1: 20,020 shares 20,020 $2.96M 0.15% +1,368 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,469 shares; 2024Q4: 46,246 shares; 2025Q1: 45,973 shares; 2025Q2: 46,436 shares; 2025Q3: 46,367 shares; 2025Q4: 46,582 shares; 2026Q1: 46,188 shares 46,188 $2.94M 0.15% -394 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 185 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: 2,209 shares; 2025Q4: 65,894 shares; 2026Q1: 95,642 shares 95,642 $2.91M 0.15% +29,748 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 38,288 shares; 2025Q1: 46,703 shares; 2025Q2: 48,776 shares; 2025Q3: 48,082 shares; 2025Q4: 37,925 shares; 2026Q1: 43,896 shares 43,896 $2.85M 0.15% +5,971 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: 6,253 shares; 2024Q4: 6,399 shares; 2025Q1: 5,879 shares; 2025Q2: 10,878 shares; 2025Q3: 11,169 shares; 2025Q4: 11,086 shares; 2026Q1: 10,516 shares 10,516 $2.85M 0.15% -570 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: 18,945 shares; 2024Q4: 18,948 shares; 2025Q1: 18,949 shares; 2025Q2: 19,627 shares; 2025Q3: 18,532 shares; 2025Q4: 18,034 shares; 2026Q1: 26,735 shares 26,735 $2.75M 0.14% +8,701 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: 25,127 shares; 2024Q4: 24,855 shares; 2025Q1: 24,755 shares; 2025Q2: 24,765 shares; 2025Q3: 24,934 shares; 2025Q4: 25,030 shares; 2026Q1: 26,380 shares 26,380 $2.66M 0.14% +1,350 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: 62,037 shares; 2024Q4: 61,441 shares; 2025Q1: 61,493 shares; 2025Q2: 60,587 shares; 2025Q3: 66,056 shares; 2025Q4: 66,633 shares; 2026Q1: 64,657 shares 64,657 $2.58M 0.13% -1,976 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: 16,581 shares; 2024Q4: 16,682 shares; 2025Q1: 16,533 shares; 2025Q2: 16,581 shares; 2025Q3: 16,777 shares; 2025Q4: 16,783 shares; 2026Q1: 16,889 shares 16,889 $2.58M 0.13% +106 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: 2,806 shares; 2024Q4: 2,639 shares; 2025Q1: 2,619 shares; 2025Q2: 2,529 shares; 2025Q3: 2,661 shares; 2025Q4: 2,683 shares; 2026Q1: 3,049 shares 3,049 $2.58M 0.13% +366 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: 5,447 shares; 2024Q4: 5,160 shares; 2025Q1: 4,982 shares; 2025Q2: 5,348 shares; 2025Q3: 11,728 shares; 2025Q4: 12,317 shares; 2026Q1: 13,397 shares 13,397 $2.54M 0.13% +1,080 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 12,916 shares; 2025Q1: 12,836 shares; 2025Q2: 12,586 shares; 2025Q3: 17,298 shares; 2025Q4: 26,444 shares; 2026Q1: 34,218 shares 34,218 $2.5M 0.13% +7,774 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: 1,879 shares; 2024Q4: 1,932 shares; 2025Q1: 1,965 shares; 2025Q2: 2,099 shares; 2025Q3: 2,298 shares; 2025Q4: 2,302 shares; 2026Q1: 2,863 shares 2,863 $2.5M 0.13% +561 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: 33,072 shares; 2024Q4: 30,870 shares; 2025Q1: 31,327 shares; 2025Q2: 30,589 shares; 2025Q3: 56,490 shares; 2025Q4: 54,616 shares; 2026Q1: 54,149 shares 54,149 $2.39M 0.12% -467 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: 10,715 shares; 2024Q4: 10,815 shares; 2025Q1: 10,414 shares; 2025Q2: 9,841 shares; 2025Q3: 9,864 shares; 2025Q4: 10,319 shares; 2026Q1: 10,397 shares 10,397 $2.39M 0.12% +78 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: 8,584 shares; 2024Q4: 8,538 shares; 2025Q1: 7,896 shares; 2025Q2: 7,842 shares; 2025Q3: 7,745 shares; 2025Q4: 7,768 shares; 2026Q1: 7,875 shares 7,875 $2.38M 0.12% +107 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: 37,640 shares; 2024Q4: 42,076 shares; 2025Q1: 41,186 shares; 2025Q2: 37,585 shares; 2025Q3: 39,000 shares; 2025Q4: 38,046 shares; 2026Q1: 38,660 shares 38,660 $2.3M 0.12% +614 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: 28,067 shares; 2024Q4: 28,347 shares; 2025Q1: 28,699 shares; 2025Q2: 28,666 shares; 2025Q3: 27,405 shares; 2025Q4: 27,741 shares; 2026Q1: 28,785 shares 28,785 $2.29M 0.12% +1,044 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: 12,360 shares; 2024Q4: 12,333 shares; 2025Q1: 11,876 shares; 2025Q2: 12,998 shares; 2025Q3: 12,647 shares; 2025Q4: 12,867 shares; 2026Q1: 11,550 shares 11,550 $2.28M 0.12% -1,317 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 25,091 shares; 2025Q1: 28,973 shares; 2025Q2: 30,323 shares; 2025Q3: 34,010 shares; 2025Q4: 37,677 shares; 2026Q1: 56,489 shares 56,489 $2.27M 0.12% +18,812 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,759 shares; 2024Q4: 33,755 shares; 2025Q1: 32,794 shares; 2025Q2: 29,286 shares; 2025Q3: 34,373 shares; 2025Q4: 35,424 shares; 2026Q1: 38,418 shares 38,418 $2.26M 0.12% +2,994 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,200 shares; 2026Q1: 70,298 shares 70,298 $2.22M 0.12% +64,098 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: 17,581 shares; 2024Q4: 23,251 shares; 2025Q1: 24,631 shares; 2025Q2: 26,289 shares; 2025Q3: 26,699 shares; 2025Q4: 26,544 shares; 2026Q1: 30,782 shares 30,782 $2.21M 0.12% +4,238 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: 28,514 shares; 2024Q4: 31,005 shares; 2025Q1: 30,675 shares; 2025Q2: 30,599 shares; 2025Q3: 28,728 shares; 2025Q4: 25,438 shares; 2026Q1: 24,529 shares 24,529 $2.2M 0.11% -909 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,657 shares; 2025Q2: 2,631 shares; 2025Q3: 2,670 shares; 2025Q4: 2,681 shares; 2026Q1: 5,074 shares 5,074 $2.16M 0.11% +2,393 Timeline DEM 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: 9,574 shares; 2024Q4: 10,987 shares; 2025Q1: 11,013 shares; 2025Q2: 14,622 shares; 2025Q3: 24,020 shares; 2025Q4: 26,734 shares; 2026Q1: 43,401 shares 43,401 $2.16M 0.11% +16,667 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,986 shares; 2024Q4: 193,304 shares; 2025Q1: 164,491 shares; 2025Q2: 122,929 shares; 2025Q3: 112,747 shares; 2025Q4: 70,327 shares; 2026Q1: 70,629 shares 70,629 $2.14M 0.11% +302 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,408 shares; 2024Q4: 44,017 shares; 2025Q1: 44,053 shares; 2025Q2: 43,785 shares; 2025Q3: 43,108 shares; 2025Q4: 43,081 shares; 2026Q1: 45,865 shares 45,865 $2.14M 0.11% +2,784 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,935 shares; 2024Q4: 56,232 shares; 2025Q1: 59,547 shares; 2025Q2: 59,658 shares; 2025Q3: 62,011 shares; 2025Q4: 62,071 shares; 2026Q1: 118,385 shares 118,385 $2.13M 0.11% +56,314 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: 19,778 shares; 2024Q4: 19,327 shares; 2025Q1: 19,303 shares; 2025Q2: 18,489 shares; 2025Q3: 19,068 shares; 2025Q4: 18,571 shares; 2026Q1: 17,931 shares 17,931 $2.13M 0.11% -640 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 1,089 shares; 2025Q4: 208 shares; 2026Q1: 8,679 shares 8,679 $2.12M 0.11% +8,471 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: 60,662 shares; 2024Q4: 60,798 shares; 2025Q1: 60,824 shares; 2025Q2: 63,313 shares; 2025Q3: 69,073 shares; 2025Q4: 63,380 shares; 2026Q1: 60,248 shares 60,248 $2.12M 0.11% -3,132 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 101 shares; 2025Q1: 126 shares; 2025Q2: 127 shares; 2025Q3: 916 shares; 2025Q4: 5,295 shares; 2026Q1: 5,564 shares 5,564 $2.11M 0.11% +269 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,613 shares; 2025Q1: 1,728 shares; 2025Q2: 1,734 shares; 2025Q3: 4,138 shares; 2025Q4: 4,494 shares; 2026Q1: 6,250 shares 6,250 $2.11M 0.11% +1,756 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: 32,945 shares; 2024Q4: 31,174 shares; 2025Q1: 30,195 shares; 2025Q2: 25,713 shares; 2025Q3: 23,436 shares; 2025Q4: 20,852 shares; 2026Q1: 21,627 shares 21,627 $2.08M 0.11% +775 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: 10,023 shares; 2024Q4: 9,928 shares; 2025Q1: 9,909 shares; 2025Q2: 9,628 shares; 2025Q3: 9,412 shares; 2025Q4: 9,063 shares; 2026Q1: 9,900 shares 9,900 $2.07M 0.11% +837 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: 1,965 shares; 2024Q4: 1,937 shares; 2025Q1: 1,971 shares; 2025Q2: 1,887 shares; 2025Q3: 3,698 shares; 2025Q4: 5,113 shares; 2026Q1: 6,191 shares 6,191 $2.02M 0.11% +1,078 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 80 shares; 2025Q1: 250 shares; 2025Q2: 110 shares; 2025Q3: 200 shares; 2025Q4: 245,897 shares; 2026Q1: 653,539 shares 653,539 $2.01M 0.11% +407,642 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: 39,595 shares; 2024Q4: 39,575 shares; 2025Q1: 39,523 shares; 2025Q2: 39,496 shares; 2025Q3: 39,441 shares; 2025Q4: 37,894 shares; 2026Q1: 39,550 shares 39,550 $1.94M 0.1% +1,656 Timeline IGE 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: 33,700 shares; 2024Q4: 33,130 shares; 2025Q1: 32,535 shares; 2025Q2: 33,390 shares; 2025Q3: 32,495 shares; 2025Q4: 32,502 shares; 2026Q1: 29,875 shares 29,875 $1.88M 0.1% -2,627 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 15,806 shares; 2025Q1: 15,780 shares; 2025Q2: 15,709 shares; 2025Q3: 16,097 shares; 2025Q4: 15,618 shares; 2026Q1: 17,100 shares 17,100 $1.88M 0.1% +1,482 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: 4,752 shares; 2024Q4: 4,612 shares; 2025Q1: 6,839 shares; 2025Q2: 7,170 shares; 2025Q3: 6,861 shares; 2025Q4: 9,580 shares; 2026Q1: 15,505 shares 15,505 $1.88M 0.1% +5,925 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,975 shares; 2024Q4: 43,282 shares; 2025Q1: 45,672 shares; 2025Q2: 42,692 shares; 2025Q3: 49,261 shares; 2025Q4: 49,196 shares; 2026Q1: 48,772 shares 48,772 $1.87M 0.1% -424 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: 7,702 shares; 2024Q4: 6,704 shares; 2025Q1: 4,174 shares; 2025Q2: 3,637 shares; 2025Q3: 3,679 shares; 2025Q4: 3,930 shares; 2026Q1: 5,790 shares 5,790 $1.87M 0.1% +1,860 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: 7,057 shares; 2024Q4: 7,162 shares; 2025Q1: 7,227 shares; 2025Q2: 7,083 shares; 2025Q3: 7,018 shares; 2025Q4: 7,218 shares; 2026Q1: 7,346 shares 7,346 $1.82M 0.1% +128 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,625 shares; 2025Q3: 11,631 shares; 2025Q4: 11,100 shares; 2026Q1: 11,556 shares 11,556 $1.78M 0.09% +456 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 33,955 shares; 2025Q1: 61,132 shares; 2025Q2: 66,143 shares; 2025Q3: 97,350 shares; 2025Q4: 126,756 shares; 2026Q1: 192,618 shares 192,618 $1.76M 0.09% +65,862 Timeline KRE 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: 26,797 shares; 2024Q4: 26,797 shares; 2025Q1: 26,797 shares; 2025Q2: 26,897 shares; 2025Q3: 26,897 shares; 2025Q4: 26,897 shares; 2026Q1: 26,897 shares 26,897 $1.75M 0.09% 0 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: 12,776 shares; 2024Q4: 11,871 shares; 2025Q1: 11,424 shares; 2025Q2: 11,380 shares; 2025Q3: 11,191 shares; 2025Q4: 8,589 shares; 2026Q1: 9,590 shares 9,590 $1.72M 0.09% +1,001 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: 21,200 shares; 2024Q4: 19,981 shares; 2025Q1: 19,957 shares; 2025Q2: 19,210 shares; 2025Q3: 20,394 shares; 2025Q4: 20,689 shares; 2026Q1: 22,627 shares 22,627 $1.72M 0.09% +1,938 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,739 shares; 2024Q4: 45,500 shares; 2025Q1: 45,463 shares; 2025Q2: 45,427 shares; 2025Q3: 42,827 shares; 2025Q4: 42,738 shares; 2026Q1: 44,928 shares 44,928 $1.72M 0.09% +2,190 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,821 shares; 2024Q4: 26,786 shares; 2025Q1: 26,709 shares; 2025Q2: 26,704 shares; 2025Q3: 26,222 shares; 2025Q4: 46,294 shares; 2026Q1: 46,264 shares 46,264 $1.71M 0.09% -30 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: 22,885 shares; 2024Q4: 23,071 shares; 2025Q1: 22,962 shares; 2025Q2: 25,723 shares; 2025Q3: 26,220 shares; 2025Q4: 24,946 shares; 2026Q1: 25,468 shares 25,468 $1.68M 0.09% +522 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,283 shares; 2024Q4: 41,283 shares; 2025Q1: 41,299 shares; 2025Q2: 40,534 shares; 2025Q3: 39,783 shares; 2025Q4: 39,870 shares; 2026Q1: 42,780 shares 42,780 $1.68M 0.09% +2,910 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 48,800 shares; 2025Q3: 47,000 shares; 2025Q4: 48,400 shares; 2026Q1: 49,900 shares 49,900 $1.67M 0.09% +1,500 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: not reported; 2024Q4: 58 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 605 shares; 2025Q4: 820 shares; 2026Q1: 1,203 shares 1,203 $1.66M 0.09% +383 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: 11,730 shares; 2024Q4: 11,919 shares; 2025Q1: 12,016 shares; 2025Q2: 11,950 shares; 2025Q3: 20,245 shares; 2025Q4: 20,030 shares; 2026Q1: 21,781 shares 21,781 $1.62M 0.08% +1,751 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,299 shares; 2024Q4: 24,232 shares; 2025Q1: 24,201 shares; 2025Q2: 24,204 shares; 2025Q3: 23,870 shares; 2025Q4: 23,898 shares; 2026Q1: 23,974 shares 23,974 $1.62M 0.08% +76 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,345 shares; 2024Q4: 53,486 shares; 2025Q1: 52,971 shares; 2025Q2: 50,843 shares; 2025Q3: 54,459 shares; 2025Q4: 45,917 shares; 2026Q1: 42,069 shares 42,069 $1.6M 0.08% -3,848 Timeline USEW 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: 32,501 shares; 2026Q1: 32,501 shares 32,501 $1.59M 0.08% 0 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: 13,863 shares; 2024Q4: 14,129 shares; 2025Q1: 13,749 shares; 2025Q2: 12,703 shares; 2025Q3: 12,572 shares; 2025Q4: 12,478 shares; 2026Q1: 12,488 shares 12,488 $1.59M 0.08% +10 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,437 shares; 2024Q4: 16,453 shares; 2025Q1: 16,461 shares; 2025Q2: 16,473 shares; 2025Q3: 16,487 shares; 2025Q4: 16,709 shares; 2026Q1: 20,228 shares 20,228 $1.59M 0.08% +3,519 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 25,876 shares; 2025Q1: 25,883 shares; 2025Q2: 25,811 shares; 2025Q3: 31,289 shares; 2025Q4: 38,149 shares; 2026Q1: 51,172 shares 51,172 $1.57M 0.08% +13,023 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,607 shares; 2025Q1: 4,608 shares; 2025Q2: 4,609 shares; 2025Q3: 5,151 shares; 2025Q4: 5,142 shares; 2026Q1: 6,138 shares 6,138 $1.5M 0.08% +996 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 7,894 shares; 2025Q1: 8,049 shares; 2025Q2: 8,021 shares; 2025Q3: 20,579 shares; 2025Q4: 20,602 shares; 2026Q1: 20,619 shares 20,619 $1.49M 0.08% +17 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 31 shares; 2025Q2: 28 shares; 2025Q3: 4,148 shares; 2025Q4: 5,679 shares; 2026Q1: 6,943 shares 6,943 $1.47M 0.08% +1,264 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,985 shares; 2024Q4: 94,986 shares; 2025Q1: 95,961 shares; 2025Q2: 95,301 shares; 2025Q3: 98,155 shares; 2025Q4: 87,604 shares; 2026Q1: 85,394 shares 85,394 $1.47M 0.08% -2,210 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,070 shares; 2024Q4: 52,600 shares; 2025Q1: 49,665 shares; 2025Q2: 43,040 shares; 2025Q3: 46,844 shares; 2025Q4: 51,069 shares; 2026Q1: 60,083 shares 60,083 $1.46M 0.08% +9,014 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: 2,273 shares; 2024Q4: 2,213 shares; 2025Q1: 1,988 shares; 2025Q2: 2,168 shares; 2025Q3: 2,418 shares; 2025Q4: 2,843 shares; 2026Q1: 3,372 shares 3,372 $1.45M 0.08% +529 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 16,875 shares; 2025Q4: 18,725 shares; 2026Q1: 34,030 shares 34,030 $1.45M 0.08% +15,305 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,995 shares; 2025Q1: 476 shares; 2025Q2: 189 shares; 2025Q3: 26,201 shares; 2025Q4: 58,576 shares; 2026Q1: 82,011 shares 82,011 $1.44M 0.08% +23,435 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.08% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 11,526 shares; 2025Q1: 11,448 shares; 2025Q2: 11,452 shares; 2025Q3: 11,223 shares; 2025Q4: 11,232 shares; 2026Q1: 11,263 shares 11,263 $1.43M 0.07% +31 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: 20,677 shares; 2024Q4: 20,845 shares; 2025Q1: 20,548 shares; 2025Q2: 15,801 shares; 2025Q3: 15,190 shares; 2025Q4: 15,106 shares; 2026Q1: 15,221 shares 15,221 $1.43M 0.07% +115 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: 25,372 shares; 2024Q4: 27,159 shares; 2025Q1: 27,703 shares; 2025Q2: 27,350 shares; 2025Q3: 26,443 shares; 2025Q4: 24,425 shares; 2026Q1: 9,789 shares 9,789 $1.42M 0.07% -14,636 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: 44,337 shares; 2024Q4: 33,946 shares; 2025Q1: 25,841 shares; 2025Q2: 23,790 shares; 2025Q3: 21,808 shares; 2025Q4: 17,893 shares; 2026Q1: 33,931 shares 33,931 $1.41M 0.07% +16,038 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: 332 shares; 2024Q4: 3,509 shares; 2025Q1: 4,279 shares; 2025Q2: 3,684 shares; 2025Q3: 6,189 shares; 2025Q4: 6,453 shares; 2026Q1: 6,601 shares 6,601 $1.41M 0.07% +148 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,785 shares; 2025Q1: 1,813 shares; 2025Q2: 1,750 shares; 2025Q3: 1,726 shares; 2025Q4: 1,735 shares; 2026Q1: 2,143 shares 2,143 $1.4M 0.07% +408 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: 973 shares; 2024Q4: 999 shares; 2025Q1: 951 shares; 2025Q2: 3,985 shares; 2025Q3: 5,209 shares; 2025Q4: 7,103 shares; 2026Q1: 7,632 shares 7,632 $1.39M 0.07% +529 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: 13,686 shares; 2024Q4: 13,641 shares; 2025Q1: 13,704 shares; 2025Q2: 15,364 shares; 2025Q3: 15,146 shares; 2025Q4: 15,990 shares; 2026Q1: 15,596 shares 15,596 $1.38M 0.07% -394 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 28,790 shares; 2025Q1: 28,616 shares; 2025Q2: 28,299 shares; 2025Q3: 28,299 shares; 2025Q4: 28,311 shares; 2026Q1: 28,311 shares 28,311 $1.38M 0.07% 0 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: 8,622 shares; 2024Q4: 8,709 shares; 2025Q1: 8,911 shares; 2025Q2: 9,053 shares; 2025Q3: 11,009 shares; 2025Q4: 19,912 shares; 2026Q1: 18,902 shares 18,902 $1.38M 0.07% -1,010 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: 3,613 shares; 2024Q4: 3,634 shares; 2025Q1: 3,659 shares; 2025Q2: 3,685 shares; 2025Q3: 4,119 shares; 2025Q4: 4,096 shares; 2026Q1: 4,665 shares 4,665 $1.36M 0.07% +569 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: 18,412 shares; 2024Q4: 17,616 shares; 2025Q1: 16,946 shares; 2025Q2: 14,827 shares; 2025Q3: 14,168 shares; 2025Q4: 14,265 shares; 2026Q1: 14,613 shares 14,613 $1.36M 0.07% +348 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 19,332 shares; 2025Q1: 22,652 shares; 2025Q2: 23,502 shares; 2025Q3: 21,602 shares; 2025Q4: 21,552 shares; 2026Q1: 21,603 shares 21,603 $1.35M 0.07% +51 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: 16,740 shares; 2024Q4: 17,425 shares; 2025Q1: 17,425 shares; 2025Q2: 17,425 shares; 2025Q3: 17,425 shares; 2025Q4: 17,480 shares; 2026Q1: 17,480 shares 17,480 $1.35M 0.07% 0 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: 9,533 shares; 2024Q4: 12,174 shares; 2025Q1: 15,761 shares; 2025Q2: 16,392 shares; 2025Q3: 18,519 shares; 2025Q4: 17,756 shares; 2026Q1: 15,374 shares 15,374 $1.33M 0.07% -2,382 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: 422 shares; 2024Q4: 531 shares; 2025Q1: 3,270 shares; 2025Q2: 6,405 shares; 2025Q3: 6,942 shares; 2025Q4: 3,885 shares; 2026Q1: 6,754 shares 6,754 $1.32M 0.07% +2,869 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: 7,875 shares; 2024Q4: 7,970 shares; 2025Q1: 7,090 shares; 2025Q2: 7,051 shares; 2025Q3: 7,750 shares; 2025Q4: 7,898 shares; 2026Q1: 7,933 shares 7,933 $1.31M 0.07% +35 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,738 shares; 2025Q1: 8,635 shares; 2025Q2: 8,794 shares; 2025Q3: 10,009 shares; 2025Q4: 10,075 shares; 2026Q1: 10,168 shares 10,168 $1.29M 0.07% +93 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: 10,300 shares; 2024Q4: 9,555 shares; 2025Q1: 9,562 shares; 2025Q2: 12,244 shares; 2025Q3: 12,163 shares; 2025Q4: 11,365 shares; 2026Q1: 11,370 shares 11,370 $1.29M 0.07% +5 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: 2,749 shares; 2024Q4: 2,793 shares; 2025Q1: 2,696 shares; 2025Q2: 2,848 shares; 2025Q3: 2,854 shares; 2025Q4: 2,989 shares; 2026Q1: 2,542 shares 2,542 $1.27M 0.07% -447 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,774 shares; 2026Q1: 16,630 shares 16,630 $1.27M 0.07% +856 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: 17,192 shares; 2024Q4: 17,217 shares; 2025Q1: 17,445 shares; 2025Q2: 14,680 shares; 2025Q3: 14,461 shares; 2025Q4: 13,859 shares; 2026Q1: 13,973 shares 13,973 $1.26M 0.07% +114 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: 8,451 shares; 2024Q4: 8,528 shares; 2025Q1: 8,382 shares; 2025Q2: 8,319 shares; 2025Q3: 9,063 shares; 2025Q4: 9,073 shares; 2026Q1: 9,076 shares 9,076 $1.26M 0.07% +3 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 18,699 shares; 2025Q1: 18,730 shares; 2025Q2: 18,783 shares; 2025Q3: 18,365 shares; 2025Q4: 18,351 shares; 2026Q1: 18,716 shares 18,716 $1.24M 0.06% +365 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: 12,718 shares; 2024Q4: 12,981 shares; 2025Q1: 13,149 shares; 2025Q2: 13,171 shares; 2025Q3: 14,236 shares; 2025Q4: 14,006 shares; 2026Q1: 15,480 shares 15,480 $1.24M 0.06% +1,474 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,732 shares; 2025Q1: 3,735 shares; 2025Q2: 3,059 shares; 2025Q3: 2,709 shares; 2025Q4: 2,694 shares; 2026Q1: 3,430 shares 3,430 $1.23M 0.06% +736 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: 2,421 shares; 2024Q4: 2,420 shares; 2025Q1: 2,294 shares; 2025Q2: 2,032 shares; 2025Q3: 1,793 shares; 2025Q4: 1,710 shares; 2026Q1: 1,689 shares 1,689 $1.23M 0.06% -21 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,999 shares; 2025Q1: 99,299 shares; 2025Q2: 107,799 shares; 2025Q3: 111,848 shares; 2025Q4: 113,498 shares; 2026Q1: 110,998 shares 110,998 $1.23M 0.06% -2,500 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 57,865 shares; 2025Q4: 57,865 shares; 2026Q1: 57,865 shares 57,865 $1.22M 0.06% 0 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: 6,070 shares; 2024Q4: 6,141 shares; 2025Q1: 5,908 shares; 2025Q2: 6,762 shares; 2025Q3: 6,156 shares; 2025Q4: 11,449 shares; 2026Q1: 12,347 shares 12,347 $1.21M 0.06% +898 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 45 shares; 2025Q3: 11,506 shares; 2025Q4: 11,869 shares; 2026Q1: 17,264 shares 17,264 $1.19M 0.06% +5,395 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: 21,970 shares; 2024Q4: 19,470 shares; 2025Q1: 19,740 shares; 2025Q2: 15,470 shares; 2025Q3: 15,470 shares; 2025Q4: 15,572 shares; 2026Q1: 15,470 shares 15,470 $1.19M 0.06% -102 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 6,457 shares; 2025Q1: 6,475 shares; 2025Q2: 6,494 shares; 2025Q3: 6,513 shares; 2025Q4: 6,335 shares; 2026Q1: 5,649 shares 5,649 $1.19M 0.06% -686 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: 11,932 shares; 2024Q4: 13,432 shares; 2025Q1: 11,057 shares; 2025Q2: 11,462 shares; 2025Q3: 11,462 shares; 2025Q4: 15,793 shares; 2026Q1: 17,433 shares 17,433 $1.19M 0.06% +1,640 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: 24,536 shares; 2024Q4: 24,568 shares; 2025Q1: 24,469 shares; 2025Q2: 22,702 shares; 2025Q3: 22,816 shares; 2025Q4: 23,448 shares; 2026Q1: 25,542 shares 25,542 $1.19M 0.06% +2,094 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: 2,101 shares; 2024Q4: 2,125 shares; 2025Q1: 2,110 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,807 shares; 2026Q1: 2,262 shares 2,262 $1.18M 0.06% +455 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: 2,050 shares; 2024Q4: 1,968 shares; 2025Q1: 1,981 shares; 2025Q2: 1,919 shares; 2025Q3: 1,935 shares; 2025Q4: 1,900 shares; 2026Q1: 1,724 shares 1,724 $1.18M 0.06% -176 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: 3,318 shares; 2024Q4: 3,397 shares; 2025Q1: 3,443 shares; 2025Q2: 3,343 shares; 2025Q3: 3,183 shares; 2025Q4: 3,248 shares; 2026Q1: 3,429 shares 3,429 $1.17M 0.06% +181 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR 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: 80 shares; 2025Q3: 270,065 shares; 2025Q4: 70,055 shares; 2026Q1: 70,019 shares 70,019 $1.17M 0.06% -36 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: 5,936 shares; 2024Q4: 5,990 shares; 2025Q1: 6,298 shares; 2025Q2: 6,959 shares; 2025Q3: 6,571 shares; 2025Q4: 6,599 shares; 2026Q1: 4,696 shares 4,696 $1.16M 0.06% -1,903 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: 17,406 shares; 2024Q4: 17,390 shares; 2025Q1: 17,424 shares; 2025Q2: 17,185 shares; 2025Q3: 17,030 shares; 2025Q4: 17,038 shares; 2026Q1: 17,860 shares 17,860 $1.15M 0.06% +822 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 85,250 shares; 2025Q1: 85,202 shares; 2025Q2: 65,810 shares; 2025Q3: 64,545 shares; 2025Q4: 64,451 shares; 2026Q1: 30,879 shares 30,879 $1.15M 0.06% -33,572 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: 540 shares; 2024Q4: 455 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 609 shares; 2025Q4: 975 shares; 2026Q1: 1,486 shares 1,486 $1.15M 0.06% +511 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,954 shares; 2026Q1: 13,330 shares 13,330 $1.15M 0.06% +2,376 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,737 shares; 2025Q1: 2,161 shares; 2025Q2: 2,375 shares; 2025Q3: 2,385 shares; 2025Q4: 2,435 shares; 2026Q1: 2,462 shares 2,462 $1.14M 0.06% +27 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 60,400 shares 60,400 $1.13M 0.06% new 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: 2,690 shares; 2024Q4: 3,488 shares; 2025Q1: 3,217 shares; 2025Q2: 3,270 shares; 2025Q3: 3,664 shares; 2025Q4: 6,813 shares; 2026Q1: 9,546 shares 9,546 $1.13M 0.06% +2,733 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 424 shares; 2025Q1: 541 shares; 2025Q2: 517 shares; 2025Q3: 4,450 shares; 2025Q4: 6,098 shares; 2026Q1: 8,955 shares 8,955 $1.13M 0.06% +2,857 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,596 shares; 2025Q1: 5,519 shares; 2025Q2: 5,553 shares; 2025Q3: 5,857 shares; 2025Q4: 6,474 shares; 2026Q1: 8,064 shares 8,064 $1.13M 0.06% +1,590 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 38,019 shares; 2025Q1: 38,039 shares; 2025Q2: 38,074 shares; 2025Q3: 37,535 shares; 2025Q4: 37,516 shares; 2026Q1: 34,150 shares 34,150 $1.12M 0.06% -3,366 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: 2,578 shares; 2024Q4: 2,567 shares; 2025Q1: 2,786 shares; 2025Q2: 2,913 shares; 2025Q3: 7,047 shares; 2025Q4: 7,988 shares; 2026Q1: 10,260 shares 10,260 $1.11M 0.06% +2,272 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: 1,215 shares; 2024Q4: 1,409 shares; 2025Q1: 1,736 shares; 2025Q2: 1,748 shares; 2025Q3: 2,624 shares; 2025Q4: 2,685 shares; 2026Q1: 4,424 shares 4,424 $1.11M 0.06% +1,739 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: 5,002 shares; 2024Q4: 5,306 shares; 2025Q1: 5,332 shares; 2025Q2: 5,698 shares; 2025Q3: 6,910 shares; 2025Q4: 6,657 shares; 2026Q1: 8,449 shares 8,449 $1.11M 0.06% +1,792 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: 4,583 shares; 2024Q4: 4,601 shares; 2025Q1: 4,619 shares; 2025Q2: 4,522 shares; 2025Q3: 4,017 shares; 2025Q4: 3,691 shares; 2026Q1: 3,364 shares 3,364 $1.1M 0.06% -327 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 9,885 shares; 2025Q4: 9,885 shares; 2026Q1: 9,885 shares 9,885 $1.09M 0.06% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 9,655 shares; 2025Q1: 9,771 shares; 2025Q2: 8,699 shares; 2025Q3: 8,612 shares; 2025Q4: 8,614 shares; 2026Q1: 8,524 shares 8,524 $1.09M 0.06% -90 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: 69,819 shares; 2024Q4: 69,816 shares; 2025Q1: 69,821 shares; 2025Q2: 69,821 shares; 2025Q3: 66,744 shares; 2025Q4: 66,517 shares; 2026Q1: 63,875 shares 63,875 $1.09M 0.06% -2,642 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 11,395 shares; 2025Q2: 13,011 shares; 2025Q3: 13,186 shares; 2025Q4: 13,115 shares; 2026Q1: 3,086 shares 3,086 $1.08M 0.06% -10,029 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,690 shares; 2025Q3: 31,578 shares; 2025Q4: 31,580 shares; 2026Q1: 36,630 shares 36,630 $1.08M 0.06% +5,050 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: 1,158 shares; 2024Q4: 1,096 shares; 2025Q1: 2,129 shares; 2025Q2: 1,842 shares; 2025Q3: 2,464 shares; 2025Q4: 1,677 shares; 2026Q1: 4,327 shares 4,327 $1.05M 0.05% +2,650 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,598 shares; 2025Q1: 4,503 shares; 2025Q2: 4,400 shares; 2025Q3: 7,216 shares; 2025Q4: 7,179 shares; 2026Q1: 6,940 shares 6,940 $1.05M 0.05% -239 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 557 shares; 2025Q3: 560 shares; 2025Q4: 681 shares; 2026Q1: 1,046 shares 1,046 $1.03M 0.05% +365 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,555 shares; 2025Q1: 16,150 shares; 2025Q2: 15,950 shares; 2025Q3: 15,550 shares; 2025Q4: 16,800 shares; 2026Q1: 34,625 shares 34,625 $1.02M 0.05% +17,825 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: 783 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 853 shares; 2025Q3: 1,083 shares; 2025Q4: 1,737 shares; 2026Q1: 1,462 shares 1,462 $1.02M 0.05% -275 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,411 shares; 2025Q1: 4,490 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 5,085 shares; 2026Q1: 5,086 shares 5,086 $1.01M 0.05% +1 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: 758 shares; 2024Q4: 896 shares; 2025Q1: 697 shares; 2025Q2: 522 shares; 2025Q3: 5,684 shares; 2025Q4: 26,519 shares; 2026Q1: 30,742 shares 30,742 $1.01M 0.05% +4,223 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 697 shares; 2025Q4: 792 shares; 2026Q1: 1,361 shares 1,361 $1M 0.05% +569 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,176 shares; 2024Q4: 105,271 shares; 2025Q1: 105,316 shares; 2025Q2: 105,426 shares; 2025Q3: 101,285 shares; 2025Q4: 101,323 shares; 2026Q1: 69,027 shares 69,027 $1M 0.05% -32,296 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,993 shares; 2024Q4: 57,788 shares; 2025Q1: 38,460 shares; 2025Q2: 38,480 shares; 2025Q3: 36,697 shares; 2025Q4: 36,723 shares; 2026Q1: 27,610 shares 27,610 $997K 0.05% -9,113 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: 1,001 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares; 2025Q4: 1,002 shares; 2026Q1: 908 shares 908 $991K 0.05% -94 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: 559 shares; 2024Q4: 567 shares; 2025Q1: 579 shares; 2025Q2: 606 shares; 2025Q3: 660 shares; 2025Q4: 776 shares; 2026Q1: 1,024 shares 1,024 $985K 0.05% +248 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,493 shares; 2025Q1: 1,447 shares; 2025Q2: 18,976 shares; 2025Q3: 18,606 shares; 2025Q4: 18,651 shares; 2026Q1: 18,736 shares 18,736 $979K 0.05% +85 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 52,068 shares; 2025Q1: 51,941 shares; 2025Q2: 46,356 shares; 2025Q3: 45,928 shares; 2025Q4: 8,809 shares; 2026Q1: 8,786 shares 8,786 $979K 0.05% -23 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: 25,324 shares; 2024Q4: 24,937 shares; 2025Q1: 19,006 shares; 2025Q2: 8,711 shares; 2025Q3: 8,715 shares; 2025Q4: 6,917 shares; 2026Q1: 9,672 shares 9,672 $974K 0.05% +2,755 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: 1,767 shares; 2024Q4: 1,774 shares; 2025Q1: 1,838 shares; 2025Q2: 1,723 shares; 2025Q3: 2,105 shares; 2025Q4: 3,662 shares; 2026Q1: 5,551 shares 5,551 $963K 0.05% +1,889 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: 4,512 shares; 2024Q4: 4,547 shares; 2025Q1: 4,532 shares; 2025Q2: 4,533 shares; 2025Q3: 4,857 shares; 2025Q4: 4,817 shares; 2026Q1: 4,878 shares 4,878 $956K 0.05% +61 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 2,384 shares; 2025Q4: 2,474 shares; 2026Q1: 1,482 shares 1,482 $942K 0.05% -992 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: 13,871 shares; 2024Q4: 13,871 shares; 2025Q1: 15,871 shares; 2025Q2: 16,771 shares; 2025Q3: 16,771 shares; 2025Q4: 17,371 shares; 2026Q1: 17,371 shares 17,371 $940K 0.05% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,116 shares; 2025Q1: 2,096 shares; 2025Q2: 2,073 shares; 2025Q3: 1,878 shares; 2025Q4: 1,963 shares; 2026Q1: 2,151 shares 2,151 $933K 0.05% +188 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: 8,650 shares; 2024Q4: 8,550 shares; 2025Q1: 8,400 shares; 2025Q2: 8,401 shares; 2025Q3: 8,320 shares; 2025Q4: 18,008 shares; 2026Q1: 20,306 shares 20,306 $932K 0.05% +2,298 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250 $928K 0.05% 0 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: 44,358 shares; 2024Q4: 3,523 shares; 2025Q1: 3,469 shares; 2025Q2: 3,896 shares; 2025Q3: 3,743 shares; 2025Q4: 2,990 shares; 2026Q1: 4,936 shares 4,936 $921K 0.05% +1,946 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,774 shares; 2025Q1: 5,884 shares; 2025Q2: 5,825 shares; 2025Q3: 6,358 shares; 2025Q4: 7,230 shares; 2026Q1: 9,462 shares 9,462 $913K 0.05% +2,232 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,748 shares; 2024Q4: 9,748 shares; 2025Q1: 9,748 shares; 2025Q2: 9,748 shares; 2025Q3: 9,333 shares; 2025Q4: 9,384 shares; 2026Q1: 10,499 shares 10,499 $905K 0.05% +1,115 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 16,888 shares; 2025Q1: 16,888 shares; 2025Q2: 18,139 shares; 2025Q3: 18,889 shares; 2025Q4: 20,185 shares; 2026Q1: 23,435 shares 23,435 $900K 0.05% +3,250 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: 12,318 shares; 2024Q4: 12,195 shares; 2025Q1: 12,375 shares; 2025Q2: 12,515 shares; 2025Q3: 11,872 shares; 2025Q4: 11,112 shares; 2026Q1: 11,043 shares 11,043 $898K 0.05% -69 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 11,418 shares; 2025Q1: 11,412 shares; 2025Q2: 11,409 shares; 2025Q3: 13,280 shares; 2025Q4: 12,231 shares; 2026Q1: 10,733 shares 10,733 $887K 0.05% -1,498 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,114 shares; 2024Q4: 18,575 shares; 2025Q1: 17,974 shares; 2025Q2: 14,990 shares; 2025Q3: 7,753 shares; 2025Q4: 8,025 shares; 2026Q1: 10,929 shares 10,929 $880K 0.05% +2,904 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 436 shares; 2025Q1: 424 shares; 2025Q2: 535 shares; 2025Q3: 1,644 shares; 2025Q4: 2,112 shares; 2026Q1: 3,225 shares 3,225 $872K 0.05% +1,113 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,393 shares; 2025Q1: 4,593 shares; 2025Q2: 4,571 shares; 2025Q3: 4,738 shares; 2025Q4: 4,477 shares; 2026Q1: 13,857 shares 13,857 $870K 0.05% +9,380 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: 3,812 shares; 2024Q4: 3,976 shares; 2025Q1: 2,836 shares; 2025Q2: 2,809 shares; 2025Q3: 3,411 shares; 2025Q4: 4,403 shares; 2026Q1: 5,431 shares 5,431 $867K 0.05% +1,028 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: 325 shares; 2024Q4: 348 shares; 2025Q1: 500 shares; 2025Q2: 569 shares; 2025Q3: 562 shares; 2025Q4: 6,164 shares; 2026Q1: 8,295 shares 8,295 $867K 0.05% +2,131 Timeline EWJ 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: 10,087 shares; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,270 shares; 2026Q1: 10,270 shares 10,270 $867K 0.05% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,728 shares; 2024Q4: 12,728 shares; 2025Q1: 12,728 shares; 2025Q2: 12,728 shares; 2025Q3: 12,728 shares; 2025Q4: 12,728 shares; 2026Q1: 12,278 shares 12,278 $864K 0.05% -450 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: 12,418 shares; 2024Q4: 12,491 shares; 2025Q1: 12,420 shares; 2025Q2: 11,364 shares; 2025Q3: 10,917 shares; 2025Q4: 18,690 shares; 2026Q1: 13,736 shares 13,736 $841K 0.04% -4,954 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: 39,054 shares; 2024Q4: 38,093 shares; 2025Q1: 38,782 shares; 2025Q2: 38,761 shares; 2025Q3: 36,268 shares; 2025Q4: 35,006 shares; 2026Q1: 37,183 shares 37,183 $836K 0.04% +2,177 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: 7,412 shares; 2024Q4: 7,398 shares; 2025Q1: 7,144 shares; 2025Q2: 7,104 shares; 2025Q3: 7,822 shares; 2025Q4: 10,563 shares; 2026Q1: 22,453 shares 22,453 $836K 0.04% +11,890 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,107 shares; 2024Q4: 77,165 shares; 2025Q1: 76,985 shares; 2025Q2: 80,184 shares; 2025Q3: 76,389 shares; 2025Q4: 76,389 shares; 2026Q1: 81,085 shares 81,085 $835K 0.04% +4,696 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 7,161 shares; 2025Q1: 9,225 shares; 2025Q2: 12,425 shares; 2025Q3: 20,025 shares; 2025Q4: 20,475 shares; 2026Q1: 20,725 shares 20,725 $817K 0.04% +250 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: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,084 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 5,859 shares; 2026Q1: 5,859 shares 5,859 $814K 0.04% 0 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: 1,131 shares; 2024Q4: 1,252 shares; 2025Q1: 1,045 shares; 2025Q2: 983 shares; 2025Q3: 898 shares; 2025Q4: 903 shares; 2026Q1: 907 shares 907 $812K 0.04% +4 Timeline RSPG 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: 3,968 shares; 2024Q4: 6,868 shares; 2025Q1: 7,594 shares; 2025Q2: 7,898 shares; 2025Q3: 7,701 shares; 2025Q4: 7,705 shares; 2026Q1: 7,406 shares 7,406 $811K 0.04% -299 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: 963 shares; 2024Q4: 966 shares; 2025Q1: 983 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 1,386 shares; 2026Q1: 1,818 shares 1,818 $808K 0.04% +432 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,770 shares; 2026Q1: 23,455 shares 23,455 $807K 0.04% +13,685 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: 848 shares; 2024Q4: 1,019 shares; 2025Q1: 1,220 shares; 2025Q2: 1,893 shares; 2025Q3: 2,547 shares; 2025Q4: 2,515 shares; 2026Q1: 2,835 shares 2,835 $804K 0.04% +320 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,439 shares; 2025Q1: 3,438 shares; 2025Q2: 3,276 shares; 2025Q3: 4,392 shares; 2025Q4: 4,956 shares; 2026Q1: 7,427 shares 7,427 $804K 0.04% +2,471 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,210 shares; 2024Q4: 19,527 shares; 2025Q1: 19,319 shares; 2025Q2: 19,524 shares; 2025Q3: 18,499 shares; 2025Q4: 17,692 shares; 2026Q1: 19,915 shares 19,915 $802K 0.04% +2,223 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,379 shares; 2024Q4: 122,797 shares; 2025Q1: 109,985 shares; 2025Q2: 99,825 shares; 2025Q3: 92,925 shares; 2025Q4: 73,436 shares; 2026Q1: 70,176 shares 70,176 $768K 0.04% -3,260 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 18,007 shares; 2025Q1: 17,892 shares; 2025Q2: 17,767 shares; 2025Q3: 17,265 shares; 2025Q4: 18,013 shares; 2026Q1: 16,441 shares 16,441 $767K 0.04% -1,572 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 5,763 shares; 2026Q1: 5,967 shares 5,967 $766K 0.04% +204 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: 417 shares; 2024Q4: 425 shares; 2025Q1: 412 shares; 2025Q2: 472 shares; 2025Q3: 706 shares; 2025Q4: 618 shares; 2026Q1: 1,770 shares 1,770 $765K 0.04% +1,152 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 14,490 shares; 2025Q1: 14,490 shares; 2025Q2: 14,490 shares; 2025Q3: 14,490 shares; 2025Q4: 14,490 shares; 2026Q1: 14,490 shares 14,490 $764K 0.04% 0 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: 45 shares; 2024Q4: 46 shares; 2025Q1: 48 shares; 2025Q2: 47 shares; 2025Q3: 42 shares; 2025Q4: 135 shares; 2026Q1: 181 shares 181 $763K 0.04% +46 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: 4,160 shares; 2024Q4: 4,463 shares; 2025Q1: 4,455 shares; 2025Q2: 4,539 shares; 2025Q3: 5,380 shares; 2025Q4: 5,373 shares; 2026Q1: 5,436 shares 5,436 $758K 0.04% +63 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 233 shares; 2025Q1: 220 shares; 2025Q2: 193 shares; 2025Q3: 255 shares; 2025Q4: 606 shares; 2026Q1: 4,749 shares 4,749 $752K 0.04% +4,143 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,458 shares; 2024Q4: 8,715 shares; 2025Q1: 9,124 shares; 2025Q2: 10,732 shares; 2025Q3: 11,502 shares; 2025Q4: 12,529 shares; 2026Q1: 19,238 shares 19,238 $750K 0.04% +6,709 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 401 shares; 2025Q1: 460 shares; 2025Q2: 529 shares; 2025Q3: 1,436 shares; 2025Q4: 9,157 shares; 2026Q1: 12,422 shares 12,422 $745K 0.04% +3,265 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,779 shares; 2025Q1: 5,779 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $743K 0.04% 0 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: 11,575 shares; 2026Q1: 18,575 shares 18,575 $733K 0.04% +7,000 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,890 shares; 2025Q1: 1,846 shares; 2025Q2: 1,834 shares; 2025Q3: 1,816 shares; 2025Q4: 2,966 shares; 2026Q1: 3,357 shares 3,357 $727K 0.04% +391 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: 17,016 shares; 2024Q4: 11,876 shares; 2025Q1: 12,272 shares; 2025Q2: 12,862 shares; 2025Q3: 13,996 shares; 2025Q4: 13,096 shares; 2026Q1: 13,121 shares 13,121 $724K 0.04% +25 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: 3,219 shares; 2024Q4: 3,324 shares; 2025Q1: 3,270 shares; 2025Q2: 3,034 shares; 2025Q3: 3,457 shares; 2025Q4: 4,432 shares; 2026Q1: 6,351 shares 6,351 $720K 0.04% +1,919 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,255 shares; 2024Q4: 322,202 shares; 2025Q1: 293,301 shares; 2025Q2: 59,832 shares; 2025Q3: 49,087 shares; 2025Q4: 38,912 shares; 2026Q1: 41,291 shares 41,291 $712K 0.04% +2,379 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: 1,982 shares; 2024Q4: 2,046 shares; 2025Q1: 2,260 shares; 2025Q2: 2,514 shares; 2025Q3: 3,996 shares; 2025Q4: 3,947 shares; 2026Q1: 5,628 shares 5,628 $711K 0.04% +1,681 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,850 shares 23,850 $711K 0.04% new 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: 701 shares; 2024Q4: 685 shares; 2025Q1: 677 shares; 2025Q2: 683 shares; 2025Q3: 837 shares; 2025Q4: 749 shares; 2026Q1: 3,921 shares 3,921 $706K 0.04% +3,172 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 125 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: 5,133 shares; 2026Q1: 6,364 shares 6,364 $705K 0.04% +1,231 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,633 shares; 2024Q4: 21,264 shares; 2025Q1: 29,453 shares; 2025Q2: 29,463 shares; 2025Q3: 15,948 shares; 2025Q4: 1,768 shares; 2026Q1: 1,771 shares 1,771 $688K 0.04% +3 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,333 shares; 2025Q1: 2,484 shares; 2025Q2: 2,559 shares; 2025Q3: 2,560 shares; 2025Q4: 2,648 shares; 2026Q1: 2,615 shares 2,615 $685K 0.04% -33 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 30,210 shares; 2025Q1: 29,441 shares; 2025Q2: 28,991 shares; 2025Q3: 28,991 shares; 2025Q4: 28,991 shares; 2026Q1: 28,991 shares 28,991 $677K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,325 shares; 2025Q1: 1,293 shares; 2025Q2: 1,410 shares; 2025Q3: 1,957 shares; 2025Q4: 5,314 shares; 2026Q1: 10,158 shares 10,158 $675K 0.04% +4,844 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,868 shares; 2024Q4: 23,515 shares; 2025Q1: 23,369 shares; 2025Q2: 22,221 shares; 2025Q3: 4,895 shares; 2025Q4: 5,656 shares; 2026Q1: 3,905 shares 3,905 $674K 0.04% -1,751 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,544 shares; 2025Q1: 3,577 shares; 2025Q2: 3,589 shares; 2025Q3: 3,595 shares; 2025Q4: 3,624 shares; 2026Q1: 3,602 shares 3,602 $672K 0.04% -22 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 780 shares; 2025Q2: 785 shares; 2025Q3: 1,584 shares; 2025Q4: 3,243 shares; 2026Q1: 9,067 shares 9,067 $670K 0.04% +5,824 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 4,219 shares; 2025Q1: 4,535 shares; 2025Q2: 4,195 shares; 2025Q3: 4,297 shares; 2025Q4: 29,748 shares; 2026Q1: 32,779 shares 32,779 $657K 0.03% +3,031 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 55 shares; 2025Q3: 63 shares; 2025Q4: 528 shares; 2026Q1: 2,867 shares 2,867 $655K 0.03% +2,339 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 31 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 2,592 shares; 2025Q4: 5,184 shares; 2026Q1: 10,135 shares 10,135 $649K 0.03% +4,951 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 67 shares; 2026Q1: 1,965 shares 1,965 $639K 0.03% +1,898 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,160 shares; 2025Q1: 3,965 shares; 2025Q2: 3,934 shares; 2025Q3: 2,516 shares; 2025Q4: 3,490 shares; 2026Q1: 5,207 shares 5,207 $636K 0.03% +1,717 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: 6,468 shares; 2024Q4: 6,442 shares; 2025Q1: 6,411 shares; 2025Q2: 6,502 shares; 2025Q3: 6,549 shares; 2025Q4: 7,220 shares; 2026Q1: 8,898 shares 8,898 $635K 0.03% +1,678 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 1,180 shares; 2025Q2: 6,015 shares; 2025Q3: 6,460 shares; 2025Q4: 6,640 shares; 2026Q1: 7,479 shares 7,479 $634K 0.03% +839 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: 690 shares; 2024Q4: 669 shares; 2025Q1: 738 shares; 2025Q2: 748 shares; 2025Q3: 372 shares; 2025Q4: 675 shares; 2026Q1: 2,365 shares 2,365 $631K 0.03% +1,690 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 3,777 shares; 2025Q4: 4,359 shares; 2026Q1: 7,402 shares 7,402 $620K 0.03% +3,043 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: 8,343 shares; 2024Q4: 8,364 shares; 2025Q1: 7,556 shares; 2025Q2: 6,635 shares; 2025Q3: 6,838 shares; 2025Q4: 7,029 shares; 2026Q1: 7,042 shares 7,042 $619K 0.03% +13 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 15,085 shares; 2026Q1: 21,985 shares 21,985 $616K 0.03% +6,900 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: 681 shares; 2024Q4: 681 shares; 2025Q1: 683 shares; 2025Q2: 699 shares; 2025Q3: 648 shares; 2025Q4: 652 shares; 2026Q1: 1,401 shares 1,401 $611K 0.03% +749 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,710 shares; 2024Q4: 12,865 shares; 2025Q1: 12,865 shares; 2025Q2: 12,865 shares; 2025Q3: 12,365 shares; 2025Q4: 12,365 shares; 2026Q1: 12,365 shares 12,365 $610K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 411 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 338 shares; 2025Q4: 561 shares; 2026Q1: 1,698 shares 1,698 $601K 0.03% +1,137 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: 10,958 shares; 2024Q4: 11,231 shares; 2025Q1: 11,160 shares; 2025Q2: 10,748 shares; 2025Q3: 8,202 shares; 2025Q4: 10,962 shares; 2026Q1: 11,480 shares 11,480 $597K 0.03% +518 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 260 shares; 2025Q1: 163 shares; 2025Q2: 139 shares; 2025Q3: 124 shares; 2025Q4: 322 shares; 2026Q1: 2,007 shares 2,007 $595K 0.03% +1,685 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: 6,738 shares; 2024Q4: 6,867 shares; 2025Q1: 6,422 shares; 2025Q2: 6,057 shares; 2025Q3: 6,256 shares; 2025Q4: 6,261 shares; 2026Q1: 6,362 shares 6,362 $594K 0.03% +101 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 1,224 shares; 2026Q1: 1,228 shares 1,228 $590K 0.03% +4 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,207 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares; 2026Q1: 8,044 shares 8,044 $588K 0.03% +1,000 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: 7,118 shares; 2024Q4: 5,935 shares; 2025Q1: 5,855 shares; 2025Q2: 6,040 shares; 2025Q3: 6,066 shares; 2025Q4: 6,115 shares; 2026Q1: 6,306 shares 6,306 $586K 0.03% +191 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: 2,135 shares; 2024Q4: 2,521 shares; 2025Q1: 1,968 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares; 2025Q4: 1,924 shares; 2026Q1: 1,825 shares 1,825 $585K 0.03% -99 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,917 shares; 2025Q1: 2,000 shares; 2025Q2: 2,347 shares; 2025Q3: 2,258 shares; 2025Q4: 2,291 shares; 2026Q1: 4,464 shares 4,464 $585K 0.03% +2,173 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 10,150 shares; 2026Q1: 10,150 shares 10,150 $579K 0.03% 0 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: 292 shares; 2024Q4: 284 shares; 2025Q1: 223 shares; 2025Q2: 203 shares; 2025Q3: 359 shares; 2025Q4: 383 shares; 2026Q1: 438 shares 438 $579K 0.03% +55 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: 6,901 shares; 2024Q4: 6,314 shares; 2025Q1: 6,336 shares; 2025Q2: 6,286 shares; 2025Q3: 6,976 shares; 2025Q4: 6,855 shares; 2026Q1: 10,244 shares 10,244 $577K 0.03% +3,389 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: 2,130 shares; 2024Q4: 2,086 shares; 2025Q1: 1,533 shares; 2025Q2: 1,553 shares; 2025Q3: 4,681 shares; 2025Q4: 2,024 shares; 2026Q1: 2,767 shares 2,767 $576K 0.03% +743 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,080 shares; 2024Q4: 28,035 shares; 2025Q1: 28,070 shares; 2025Q2: 28,170 shares; 2025Q3: 28,201 shares; 2025Q4: 28,292 shares; 2026Q1: 28,305 shares 28,305 $571K 0.03% +13 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,738 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,994 shares; 2025Q3: 8,010 shares; 2025Q4: 8,091 shares; 2026Q1: 8,091 shares 8,091 $569K 0.03% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,079 shares; 2024Q4: 13,814 shares; 2025Q1: 5,573 shares; 2025Q2: 5,624 shares; 2025Q3: 5,517 shares; 2025Q4: 4,554 shares; 2026Q1: 5,190 shares 5,190 $568K 0.03% +636 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,970 shares; 2024Q4: 15,005 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 14,995 shares; 2025Q4: 15,041 shares; 2026Q1: 15,125 shares 15,125 $566K 0.03% +84 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: 3,106 shares; 2024Q4: 3,206 shares; 2025Q1: 2,545 shares; 2025Q2: 2,267 shares; 2025Q3: 4,834 shares; 2025Q4: 6,190 shares; 2026Q1: 4,098 shares 4,098 $562K 0.03% -2,092 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: 3,184 shares; 2024Q4: 3,697 shares; 2025Q1: 5,187 shares; 2025Q2: 7,093 shares; 2025Q3: 7,101 shares; 2025Q4: 8,325 shares; 2026Q1: 8,724 shares 8,724 $559K 0.03% +399 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,720 shares; 2025Q1: 2,553 shares; 2025Q2: 2,764 shares; 2025Q3: 2,584 shares; 2025Q4: 2,544 shares; 2026Q1: 2,577 shares 2,577 $558K 0.03% +33 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: 251,798 shares; 2024Q4: 250,565 shares; 2025Q1: 10,666 shares; 2025Q2: 10,313 shares; 2025Q3: 10,308 shares; 2025Q4: 11,620 shares; 2026Q1: 12,097 shares 12,097 $556K 0.03% +477 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 7 shares; 2025Q1: 21 shares; 2025Q2: 15 shares; 2025Q3: 5,205 shares; 2025Q4: 9,680 shares; 2026Q1: 6,873 shares 6,873 $553K 0.03% -2,807 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 13,627 shares; 2025Q1: 13,637 shares; 2025Q2: 13,677 shares; 2025Q3: 14,651 shares; 2025Q4: 14,828 shares; 2026Q1: 25,872 shares 25,872 $552K 0.03% +11,044 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: 2,889 shares; 2024Q4: 2,883 shares; 2025Q1: 2,689 shares; 2025Q2: 2,669 shares; 2025Q3: 2,780 shares; 2025Q4: 2,674 shares; 2026Q1: 3,261 shares 3,261 $552K 0.03% +587 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 7 shares; 2025Q3: 972 shares; 2025Q4: 779 shares; 2026Q1: 1,831 shares 1,831 $547K 0.03% +1,052 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: 5,349 shares; 2024Q4: 5,297 shares; 2025Q1: 5,306 shares; 2025Q2: 5,768 shares; 2025Q3: 6,994 shares; 2025Q4: 6,411 shares; 2026Q1: 6,528 shares 6,528 $546K 0.03% +117 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: 6,553 shares; 2024Q4: 6,771 shares; 2025Q1: 7,161 shares; 2025Q2: 7,193 shares; 2025Q3: 7,199 shares; 2025Q4: 7,201 shares; 2026Q1: 7,765 shares 7,765 $545K 0.03% +564 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 19 shares; 2025Q4: 2,614 shares; 2026Q1: 7,397 shares 7,397 $544K 0.03% +4,783 Timeline BANK OF AMER CORP 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 454 shares 454 $541K 0.03% +175 EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 13 shares; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 1,868 shares; 2025Q4: 2,399 shares; 2026Q1: 4,924 shares 4,924 $541K 0.03% +2,525 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares; 2026Q1: 13,150 shares 13,150 $536K 0.03% -400 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,042 shares; 2024Q4: 503,105 shares; 2025Q1: 427,519 shares; 2025Q2: 69,400 shares; 2025Q3: 68,510 shares; 2025Q4: 66,236 shares; 2026Q1: 71,079 shares 71,079 $536K 0.03% +4,843 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: 2,018 shares; 2024Q4: 2,126 shares; 2025Q1: 2,181 shares; 2025Q2: 2,131 shares; 2025Q3: 2,135 shares; 2025Q4: 2,154 shares; 2026Q1: 1,807 shares 1,807 $534K 0.03% -347 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 2,991 shares; 2025Q4: 6,489 shares; 2026Q1: 7,942 shares 7,942 $534K 0.03% +1,453 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 525 shares; 2025Q1: 454 shares; 2025Q2: 460 shares; 2025Q3: 642 shares; 2025Q4: 697 shares; 2026Q1: 5,074 shares 5,074 $533K 0.03% +4,377 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,925 shares; 2026Q1: 11,925 shares 11,925 $532K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 703 shares; 2025Q1: 878 shares; 2025Q2: 822 shares; 2025Q3: 2,947 shares; 2025Q4: 5,559 shares; 2026Q1: 6,497 shares 6,497 $531K 0.03% +938 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,013 shares; 2025Q1: 14,515 shares; 2025Q2: 14,410 shares; 2025Q3: 12,032 shares; 2025Q4: 11,707 shares; 2026Q1: 11,763 shares 11,763 $528K 0.03% +56 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: 2,607 shares; 2024Q4: 2,658 shares; 2025Q1: 2,617 shares; 2025Q2: 2,722 shares; 2025Q3: 2,678 shares; 2025Q4: 2,682 shares; 2026Q1: 2,687 shares 2,687 $527K 0.03% +5 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 2,169 shares; 2025Q4: 4,649 shares; 2026Q1: 5,178 shares 5,178 $525K 0.03% +529 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: 1,000 shares; 2024Q4: 1,005 shares; 2025Q1: 1,010 shares; 2025Q2: 1,015 shares; 2025Q3: 3,406 shares; 2025Q4: 3,609 shares; 2026Q1: 5,596 shares 5,596 $523K 0.03% +1,987 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 10,940 shares; 2025Q1: 11,740 shares; 2025Q2: 11,457 shares; 2025Q3: 12,358 shares; 2025Q4: 11,065 shares; 2026Q1: 20,161 shares 20,161 $522K 0.03% +9,096 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,333 shares; 2025Q1: 1,399 shares; 2025Q2: 813 shares; 2025Q3: 1,192 shares; 2025Q4: 8,724 shares; 2026Q1: 9,619 shares 9,619 $518K 0.03% +895 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 13,005 shares; 2025Q1: 13,030 shares; 2025Q2: 10,870 shares; 2025Q3: 10,840 shares; 2025Q4: 9,355 shares; 2026Q1: 9,146 shares 9,146 $516K 0.03% -209 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: 5,887 shares; 2024Q4: 5,848 shares; 2025Q1: 5,128 shares; 2025Q2: 5,375 shares; 2025Q3: 5,272 shares; 2025Q4: 5,503 shares; 2026Q1: 6,019 shares 6,019 $513K 0.03% +516 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 3,065 shares; 2026Q1: 3,893 shares 3,893 $513K 0.03% +828 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,035 shares; 2025Q1: 790 shares; 2025Q2: 495 shares; 2025Q3: 13,452 shares; 2025Q4: 14,670 shares; 2026Q1: 26,699 shares 26,699 $512K 0.03% +12,029 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,006 shares; 2025Q4: 2,564 shares; 2026Q1: 2,546 shares 2,546 $509K 0.03% -18 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 3,848 shares; 2025Q1: 3,791 shares; 2025Q2: 5,230 shares; 2025Q3: 5,501 shares; 2025Q4: 5,232 shares; 2026Q1: 4,927 shares 4,927 $504K 0.03% -305 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: 2,519 shares; 2025Q1: 2,441 shares; 2025Q2: 2,457 shares; 2025Q3: 3,260 shares; 2025Q4: 5,339 shares; 2026Q1: 4,083 shares 4,083 $501K 0.03% -1,256 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: 7,994 shares; 2024Q4: 7,890 shares; 2025Q1: 7,822 shares; 2025Q2: 8,383 shares; 2025Q3: 9,008 shares; 2025Q4: 10,581 shares; 2026Q1: 10,915 shares 10,915 $500K 0.03% +334 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,323 shares; 2024Q4: 37,463 shares; 2025Q1: 35,730 shares; 2025Q2: 36,577 shares; 2025Q3: 36,577 shares; 2025Q4: 37,110 shares; 2026Q1: 37,110 shares 37,110 $496K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 242 shares; 2025Q1: 253 shares; 2025Q2: 240 shares; 2025Q3: 3,451 shares; 2025Q4: 3,763 shares; 2026Q1: 2,140 shares 2,140 $494K 0.03% -1,623 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 54 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 429 shares; 2026Q1: 1,252 shares 1,252 $493K 0.03% +823 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 11,562 shares; 2025Q1: 11,577 shares; 2025Q2: 11,582 shares; 2025Q3: 11,052 shares; 2025Q4: 11,043 shares; 2026Q1: 11,060 shares 11,060 $493K 0.03% +17 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: 584 shares; 2024Q4: 599 shares; 2025Q1: 618 shares; 2025Q2: 625 shares; 2025Q3: 636 shares; 2025Q4: 890 shares; 2026Q1: 5,328 shares 5,328 $491K 0.03% +4,438 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 8,806 shares; 2025Q1: 8,823 shares; 2025Q2: 8,839 shares; 2025Q3: 8,857 shares; 2025Q4: 8,874 shares; 2026Q1: 8,891 shares 8,891 $490K 0.03% +17 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 1,370 shares 1,370 $488K 0.03% +449 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares; 2026Q1: 2,052 shares 2,052 $488K 0.03% 0 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: 2,526 shares; 2024Q4: 2,693 shares; 2025Q1: 2,673 shares; 2025Q2: 2,235 shares; 2025Q3: 2,012 shares; 2025Q4: 2,091 shares; 2026Q1: 2,052 shares 2,052 $485K 0.03% -39 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 3,675 shares; 2025Q1: 3,270 shares; 2025Q2: 3,205 shares; 2025Q3: 11,317 shares; 2025Q4: 8,865 shares; 2026Q1: 8,932 shares 8,932 $485K 0.03% +67 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 233 shares; 2025Q1: 278 shares; 2025Q2: 110 shares; 2025Q3: 5,356 shares; 2025Q4: 4,293 shares; 2026Q1: 11,608 shares 11,608 $483K 0.03% +7,315 Timeline ESPO 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $480K 0.03% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 18,155 shares; 2025Q1: 18,760 shares; 2025Q2: 18,565 shares; 2025Q3: 19,282 shares; 2025Q4: 19,454 shares; 2026Q1: 18,488 shares 18,488 $478K 0.02% -966 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 582 shares; 2026Q1: 2,889 shares 2,889 $477K 0.02% +2,307 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 526 shares; 2025Q2: 550 shares; 2025Q3: 741 shares; 2025Q4: 2,295 shares; 2026Q1: 11,503 shares 11,503 $475K 0.02% +9,208 Timeline SCHX 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: 4,822 shares; 2024Q4: 12,766 shares; 2025Q1: 12,767 shares; 2025Q2: 12,767 shares; 2025Q3: 12,768 shares; 2025Q4: 18,588 shares; 2026Q1: 18,504 shares 18,504 $474K 0.02% -84 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,847 shares; 2024Q4: 46,791 shares; 2025Q1: 1,360 shares; 2025Q2: 1,457 shares; 2025Q3: 4,404 shares; 2025Q4: 4,283 shares; 2026Q1: 6,668 shares 6,668 $474K 0.02% +2,385 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: 10,237 shares; 2024Q4: 12,562 shares; 2025Q1: 15,912 shares; 2025Q2: 16,762 shares; 2025Q3: 23,262 shares; 2025Q4: 24,069 shares; 2026Q1: 24,469 shares 24,469 $472K 0.02% +400 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: 25 shares; 2024Q4: 0 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 4,088 shares; 2025Q4: 4,028 shares; 2026Q1: 4,033 shares 4,033 $463K 0.02% +5 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,106 shares; 2025Q1: 1,156 shares; 2025Q2: 1,181 shares; 2025Q3: 1,182 shares; 2025Q4: 1,190 shares; 2026Q1: 1,676 shares 1,676 $461K 0.02% +486 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: 10,605 shares; 2024Q4: 10,746 shares; 2025Q1: 10,884 shares; 2025Q2: 11,070 shares; 2025Q3: 11,116 shares; 2025Q4: 15,189 shares; 2026Q1: 14,375 shares 14,375 $460K 0.02% -814 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: 429 shares; 2024Q4: 463 shares; 2025Q1: 791 shares; 2025Q2: 827 shares; 2025Q3: 850 shares; 2025Q4: 780 shares; 2026Q1: 833 shares 833 $458K 0.02% +53 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 24,250 shares; 2026Q1: 24,250 shares 24,250 $457K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 19 shares; 2025Q2: 24 shares; 2025Q3: 52 shares; 2025Q4: 129 shares; 2026Q1: 2,354 shares 2,354 $449K 0.02% +2,225 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 793 shares; 2025Q2: 798 shares; 2025Q3: 1,166 shares; 2025Q4: 1,168 shares; 2026Q1: 1,535 shares 1,535 $446K 0.02% +367 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 9,730 shares; 2025Q1: 9,625 shares; 2025Q2: 9,374 shares; 2025Q3: 13,207 shares; 2025Q4: 4,512 shares; 2026Q1: 7,865 shares 7,865 $444K 0.02% +3,353 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: 3,785 shares; 2026Q1: 3,827 shares 3,827 $442K 0.02% +42 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,334 shares; 2024Q4: 25,334 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,784 shares; 2025Q4: 25,784 shares; 2026Q1: 25,784 shares 25,784 $440K 0.02% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 18,025 shares; 2025Q1: 17,625 shares; 2025Q2: 17,625 shares; 2025Q3: 17,625 shares; 2025Q4: 15,275 shares; 2026Q1: 16,275 shares 16,275 $439K 0.02% +1,000 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 197 shares; 2025Q3: 2,460 shares; 2025Q4: 920 shares; 2026Q1: 1,763 shares 1,763 $438K 0.02% +843 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,306 shares; 2025Q1: 1,314 shares; 2025Q2: 1,323 shares; 2025Q3: 1,152 shares; 2025Q4: 1,244 shares; 2026Q1: 2,027 shares 2,027 $438K 0.02% +783 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 18 shares; 2025Q4: 131 shares; 2026Q1: 7,056 shares 7,056 $436K 0.02% +6,925 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 100 shares; 2025Q1: 21 shares; 2025Q2: 6 shares; 2025Q3: 10 shares; 2025Q4: 4,007 shares; 2026Q1: 4,359 shares 4,359 $436K 0.02% +352 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 7,069 shares; 2025Q4: 7,107 shares; 2026Q1: 10,271 shares 10,271 $436K 0.02% +3,164 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 463 shares; 2025Q1: 842 shares; 2025Q2: 2,190 shares; 2025Q3: 2,341 shares; 2025Q4: 2,409 shares; 2026Q1: 2,892 shares 2,892 $435K 0.02% +483 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,588 shares; 2024Q4: 7,594 shares; 2025Q1: 7,570 shares; 2025Q2: 6,440 shares; 2025Q3: 6,192 shares; 2025Q4: 4,692 shares; 2026Q1: 4,432 shares 4,432 $433K 0.02% -260 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 465 shares; 2025Q3: 3,747 shares; 2025Q4: 3,567 shares; 2026Q1: 25,333 shares 25,333 $430K 0.02% +21,766 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,098 shares; 2025Q1: 1,139 shares; 2025Q2: 1,698 shares; 2025Q3: 3,661 shares; 2025Q4: 3,557 shares; 2026Q1: 6,201 shares 6,201 $430K 0.02% +2,644 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: 9,016 shares; 2024Q4: 9,022 shares; 2025Q1: 8,488 shares; 2025Q2: 7,991 shares; 2025Q3: 8,580 shares; 2025Q4: 8,697 shares; 2026Q1: 8,701 shares 8,701 $430K 0.02% +4 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,175 shares; 2025Q1: 3,115 shares; 2025Q2: 3,130 shares; 2025Q3: 3,123 shares; 2025Q4: 2,985 shares; 2026Q1: 3,004 shares 3,004 $429K 0.02% +19 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 245 shares; 2025Q3: 4,431 shares; 2025Q4: 4,486 shares; 2026Q1: 4,540 shares 4,540 $427K 0.02% +54 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 2,087 shares; 2025Q1: 967 shares; 2025Q2: 4,052 shares; 2025Q3: 9,733 shares; 2025Q4: 9,819 shares; 2026Q1: 10,055 shares 10,055 $427K 0.02% +236 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 626 shares; 2025Q1: 629 shares; 2025Q2: 510 shares; 2025Q3: 417 shares; 2025Q4: 3,113 shares; 2026Q1: 5,644 shares 5,644 $425K 0.02% +2,531 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,764 shares; 2025Q1: 2,013 shares; 2025Q2: 2,019 shares; 2025Q3: 3,929 shares; 2025Q4: 3,678 shares; 2026Q1: 15,425 shares 15,425 $421K 0.02% +11,747 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: 419 shares; 2024Q4: 460 shares; 2025Q1: 449 shares; 2025Q2: 442 shares; 2025Q3: 394 shares; 2025Q4: 438 shares; 2026Q1: 485 shares 485 $419K 0.02% +47 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,656 shares; 2025Q1: 2,553 shares; 2025Q2: 2,312 shares; 2025Q3: 2,334 shares; 2025Q4: 3,148 shares; 2026Q1: 3,157 shares 3,157 $417K 0.02% +9 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,678 shares; 2025Q1: 5,780 shares; 2025Q2: 5,586 shares; 2025Q3: 6,713 shares; 2025Q4: 4,551 shares; 2026Q1: 4,553 shares 4,553 $417K 0.02% +2 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,364 shares; 2025Q1: 2,270 shares; 2025Q2: 2,225 shares; 2025Q3: 2,228 shares; 2025Q4: 2,253 shares; 2026Q1: 2,834 shares 2,834 $417K 0.02% +581 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,600 shares; 2025Q1: 1,656 shares; 2025Q2: 1,650 shares; 2025Q3: 1,710 shares; 2025Q4: 1,824 shares; 2026Q1: 2,096 shares 2,096 $416K 0.02% +272 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,555 shares; 2025Q4: 6,835 shares; 2026Q1: 7,380 shares 7,380 $413K 0.02% +545 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: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 3,137 shares; 2026Q1: 4,558 shares 4,558 $413K 0.02% +1,421 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,200 shares 16,200 $411K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,143 shares; 2025Q1: 1,202 shares; 2025Q2: 1,486 shares; 2025Q3: 3,678 shares; 2025Q4: 1,740 shares; 2026Q1: 7,348 shares 7,348 $410K 0.02% +5,608 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,089 shares; 2025Q1: 3,070 shares; 2025Q2: 3,084 shares; 2025Q3: 3,382 shares; 2025Q4: 4,437 shares; 2026Q1: 4,542 shares 4,542 $409K 0.02% +105 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,462 shares; 2025Q1: 3,147 shares; 2025Q2: 3,501 shares; 2025Q3: 6,505 shares; 2025Q4: 6,510 shares; 2026Q1: 6,599 shares 6,599 $409K 0.02% +89 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,549 shares; 2025Q1: 6,549 shares; 2025Q2: 6,549 shares; 2025Q3: 6,549 shares; 2025Q4: 6,549 shares; 2026Q1: 6,499 shares 6,499 $407K 0.02% -50 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 419 shares; 2025Q2: 429 shares; 2025Q3: 664 shares; 2025Q4: 2,667 shares; 2026Q1: 3,830 shares 3,830 $407K 0.02% +1,163 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,290 shares; 2024Q4: 16,290 shares; 2025Q1: 16,290 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 15,790 shares; 2026Q1: 19,790 shares 19,790 $404K 0.02% +4,000 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 221 shares; 2025Q1: 306 shares; 2025Q2: 1,174 shares; 2025Q3: 1,009 shares; 2025Q4: 871 shares; 2026Q1: 1,028 shares 1,028 $401K 0.02% +157 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,630 shares; 2025Q1: 6,659 shares; 2025Q2: 6,514 shares; 2025Q3: 7,548 shares; 2025Q4: 8,587 shares; 2026Q1: 8,768 shares 8,768 $399K 0.02% +181 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,500 shares; 2026Q1: 14,925 shares 14,925 $396K 0.02% +425 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 518 shares; 2025Q1: 523 shares; 2025Q2: 513 shares; 2025Q3: 9,352 shares; 2025Q4: 11,870 shares; 2026Q1: 16,359 shares 16,359 $396K 0.02% +4,489 Timeline XHB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $395K 0.02% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 623 shares; 2025Q4: 4,633 shares; 2026Q1: 5,953 shares 5,953 $395K 0.02% +1,320 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: 16 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 16 shares; 2025Q3: 736 shares; 2025Q4: 1,851 shares; 2026Q1: 1,934 shares 1,934 $395K 0.02% +83 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 9,500 shares; 2025Q1: 10,780 shares; 2025Q2: 11,950 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares 17,600 $393K 0.02% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 9,090 shares; 2026Q1: 9,090 shares 9,090 $392K 0.02% 0 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: 1,946 shares; 2024Q4: 1,961 shares; 2025Q1: 1,866 shares; 2025Q2: 1,911 shares; 2025Q3: 2,978 shares; 2025Q4: 2,669 shares; 2026Q1: 2,769 shares 2,769 $391K 0.02% +100 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: 412 shares; 2024Q4: 491 shares; 2025Q1: 336 shares; 2025Q2: 239 shares; 2025Q3: 1,138 shares; 2025Q4: 1,144 shares; 2026Q1: 3,417 shares 3,417 $389K 0.02% +2,273 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,338 shares; 2025Q1: 1,178 shares; 2025Q2: 1,177 shares; 2025Q3: 1,392 shares; 2025Q4: 6,057 shares; 2026Q1: 5,364 shares 5,364 $389K 0.02% -693 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 607 shares; 2025Q1: 755 shares; 2025Q2: 207 shares; 2025Q3: 2,649 shares; 2025Q4: 1,836 shares; 2026Q1: 4,467 shares 4,467 $388K 0.02% +2,631 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: 40 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 598 shares; 2026Q1: 3,643 shares 3,643 $387K 0.02% +3,045 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 3,658 shares; 2025Q1: 3,208 shares; 2025Q2: 3,832 shares; 2025Q3: 3,542 shares; 2025Q4: 3,666 shares; 2026Q1: 3,975 shares 3,975 $386K 0.02% +309 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,968 shares; 2024Q4: 122,112 shares; 2025Q1: 120,840 shares; 2025Q2: 15,477 shares; 2025Q3: 14,727 shares; 2025Q4: 11,935 shares; 2026Q1: 10,503 shares 10,503 $386K 0.02% -1,432 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 915 shares; 2025Q1: 906 shares; 2025Q2: 1,064 shares; 2025Q3: 2,021 shares; 2025Q4: 2,241 shares; 2026Q1: 4,170 shares 4,170 $384K 0.02% +1,929 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: 2,530 shares; 2024Q4: 1,805 shares; 2025Q1: 1,741 shares; 2025Q2: 1,706 shares; 2025Q3: 1,656 shares; 2025Q4: 1,718 shares; 2026Q1: 1,768 shares 1,768 $383K 0.02% +50 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,600 shares; 2024Q4: 63,675 shares; 2025Q1: 63,745 shares; 2025Q2: 63,890 shares; 2025Q3: 72,850 shares; 2025Q4: 73,296 shares; 2026Q1: 73,925 shares 73,925 $383K 0.02% +629 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 15,150 shares; 2025Q1: 14,450 shares; 2025Q2: 14,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $382K 0.02% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 1 shares; 2025Q1: 11 shares; 2025Q2: 1 shares; 2025Q3: 4,184 shares; 2025Q4: 9,299 shares; 2026Q1: 10,190 shares 10,190 $380K 0.02% +891 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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 shares; 2025Q3: 340 shares; 2025Q4: 1,529 shares; 2026Q1: 4,614 shares 4,614 $379K 0.02% +3,085 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,334 shares; 2025Q1: 3,320 shares; 2025Q2: 3,134 shares; 2025Q3: 4,835 shares; 2025Q4: 4,569 shares; 2026Q1: 4,235 shares 4,235 $374K 0.02% -334 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050 $374K 0.02% 0 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: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,390 shares; 2026Q1: 2,462 shares 2,462 $373K 0.02% +1,072 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 836 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 873 shares; 2025Q4: 1,219 shares; 2026Q1: 1,883 shares 1,883 $372K 0.02% +664 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 230 shares; 2025Q2: 231 shares; 2025Q3: 215 shares; 2025Q4: 227 shares; 2026Q1: 1,753 shares 1,753 $368K 0.02% +1,526 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: 2,268 shares; 2024Q4: 2,270 shares; 2025Q1: 2,271 shares; 2025Q2: 2,339 shares; 2025Q3: 2,441 shares; 2025Q4: 2,195 shares; 2026Q1: 3,686 shares 3,686 $366K 0.02% +1,491 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 29 shares; 2026Q1: 519 shares 519 $365K 0.02% +490 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 743 shares; 2025Q3: 600 shares; 2025Q4: 640 shares; 2026Q1: 6,396 shares 6,396 $365K 0.02% +5,756 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $364K 0.02% 0 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: 5,540 shares; 2024Q4: 4,198 shares; 2025Q1: 4,576 shares; 2025Q2: 4,263 shares; 2025Q3: 4,304 shares; 2025Q4: 4,374 shares; 2026Q1: 4,930 shares 4,930 $363K 0.02% +556 Timeline ARTY 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: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,771 shares; 2025Q2: 7,771 shares; 2025Q3: 7,771 shares; 2025Q4: 7,771 shares; 2026Q1: 7,771 shares 7,771 $362K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,350 shares; 2025Q1: 1,207 shares; 2025Q2: 1,198 shares; 2025Q3: 1,967 shares; 2025Q4: 1,982 shares; 2026Q1: 2,007 shares 2,007 $361K 0.02% +25 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: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares 2,905 $361K 0.02% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 1,172 shares; 2026Q1: 2,138 shares 2,138 $361K 0.02% +966 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,982 shares; 2024Q4: 13,142 shares; 2025Q1: 13,408 shares; 2025Q2: 12,965 shares; 2025Q3: 12,732 shares; 2025Q4: 12,785 shares; 2026Q1: 13,105 shares 13,105 $360K 0.02% +320 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,199 shares; 2025Q1: 2,067 shares; 2025Q2: 2,087 shares; 2025Q3: 2,117 shares; 2025Q4: 2,134 shares; 2026Q1: 1,758 shares 1,758 $358K 0.02% -376 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 32 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 808 shares; 2026Q1: 2,206 shares 2,206 $358K 0.02% +1,398 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: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares 2,471 $358K 0.02% 0 Timeline