RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,721,586 shares; 2024Q4: 8,891,023 shares; 2025Q1: 8,924,206 shares; 2025Q2: 9,065,967 shares; 2025Q3: 9,085,281 shares; 2025Q4: 9,071,802 shares; 2026Q1: 8,898,150 shares 8,898,150 $1.44B 5.91% -173,652 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,590,765 shares; 2024Q4: 11,047,091 shares; 2025Q1: 10,801,856 shares; 2025Q2: 10,757,525 shares; 2025Q3: 10,746,880 shares; 2025Q4: 10,685,530 shares; 2026Q1: 10,586,822 shares 10,586,822 $987M 4.06% -98,708 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277,241 shares; 2024Q4: 14,024,260 shares; 2025Q1: 14,141,532 shares; 2025Q2: 14,231,690 shares; 2025Q3: 14,095,456 shares; 2025Q4: 13,816,974 shares; 2026Q1: 13,422,749 shares 13,422,749 $929M 3.82% -394,225 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: 3,304,271 shares; 2024Q4: 3,378,733 shares; 2025Q1: 3,325,183 shares; 2025Q2: 3,268,070 shares; 2025Q3: 3,314,976 shares; 2025Q4: 3,280,097 shares; 2026Q1: 3,279,655 shares 3,279,655 $832M 3.42% -442 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830,289 shares; 2024Q4: 1,917,204 shares; 2025Q1: 1,943,711 shares; 2025Q2: 1,959,879 shares; 2025Q3: 2,004,252 shares; 2025Q4: 2,031,965 shares; 2026Q1: 2,201,821 shares 2,201,821 $815M 3.35% +169,856 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: 14,307,519 shares; 2024Q4: 14,500,982 shares; 2025Q1: 14,031,969 shares; 2025Q2: 14,069,558 shares; 2025Q3: 14,369,949 shares; 2025Q4: 14,716,110 shares; 2026Q1: 14,599,455 shares 14,599,455 $789M 3.24% -116,655 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: 2,620,714 shares; 2024Q4: 2,798,898 shares; 2025Q1: 2,786,359 shares; 2025Q2: 2,908,045 shares; 2025Q3: 3,033,822 shares; 2025Q4: 3,061,463 shares; 2026Q1: 3,079,767 shares 3,079,767 $641M 2.64% +18,304 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,299,021 shares; 2024Q4: 8,667,538 shares; 2025Q1: 8,599,400 shares; 2025Q2: 8,824,310 shares; 2025Q3: 9,155,004 shares; 2025Q4: 9,308,517 shares; 2026Q1: 9,247,515 shares 9,247,515 $574M 2.36% -61,002 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756,291 shares; 2024Q4: 3,027,847 shares; 2025Q1: 2,932,353 shares; 2025Q2: 3,190,197 shares; 2025Q3: 3,237,585 shares; 2025Q4: 3,264,967 shares; 2026Q1: 3,275,357 shares 3,275,357 $571M 2.35% +10,390 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: 1,980,654 shares; 2024Q4: 2,067,075 shares; 2025Q1: 2,001,485 shares; 2025Q2: 2,170,231 shares; 2025Q3: 2,181,085 shares; 2025Q4: 2,046,183 shares; 2026Q1: 1,874,006 shares 1,874,006 $539M 2.21% -172,177 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,818,270 shares; 2024Q4: 9,148,037 shares; 2025Q1: 8,893,643 shares; 2025Q2: 8,837,142 shares; 2025Q3: 9,163,354 shares; 2025Q4: 9,372,669 shares; 2026Q1: 9,392,836 shares 9,392,836 $523M 2.15% +20,167 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406,663 shares; 2024Q4: 1,528,994 shares; 2025Q1: 1,570,653 shares; 2025Q2: 1,611,715 shares; 2025Q3: 1,633,321 shares; 2025Q4: 1,701,574 shares; 2026Q1: 1,620,878 shares 1,620,878 $477M 1.96% -80,696 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: 1,456,224 shares; 2024Q4: 1,531,579 shares; 2025Q1: 1,519,770 shares; 2025Q2: 1,518,178 shares; 2025Q3: 1,568,634 shares; 2025Q4: 1,586,702 shares; 2026Q1: 1,552,308 shares 1,552,308 $469M 1.93% -34,394 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,443,093 shares; 2024Q4: 3,493,410 shares; 2025Q1: 3,463,496 shares; 2025Q2: 3,577,139 shares; 2025Q3: 3,571,761 shares; 2025Q4: 3,577,883 shares; 2026Q1: 3,461,718 shares 3,461,718 $466M 1.92% -116,165 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: 5,640,327 shares; 2024Q4: 5,969,882 shares; 2025Q1: 6,211,533 shares; 2025Q2: 7,129,824 shares; 2025Q3: 8,372,021 shares; 2025Q4: 9,052,806 shares; 2026Q1: 9,481,269 shares 9,481,269 $460M 1.89% +428,463 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,698,321 shares; 2024Q4: 6,857,180 shares; 2025Q1: 6,946,261 shares; 2025Q2: 7,226,323 shares; 2025Q3: 7,343,989 shares; 2025Q4: 11,213,519 shares; 2026Q1: 11,077,640 shares 11,077,640 $448M 1.84% -135,879 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341,225 shares; 2024Q4: 4,364,540 shares; 2025Q1: 4,354,471 shares; 2025Q2: 4,419,888 shares; 2025Q3: 4,206,661 shares; 2025Q4: 4,182,725 shares; 2026Q1: 4,380,269 shares 4,380,269 $414M 1.7% +197,544 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: 2,691,680 shares; 2024Q4: 3,012,858 shares; 2025Q1: 3,186,189 shares; 2025Q2: 3,498,724 shares; 2025Q3: 3,703,622 shares; 2025Q4: 3,839,951 shares; 2026Q1: 3,924,912 shares 3,924,912 $402M 1.65% +84,961 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: 1,427,468 shares; 2024Q4: 1,434,764 shares; 2025Q1: 1,435,601 shares; 2025Q2: 1,480,337 shares; 2025Q3: 1,479,147 shares; 2025Q4: 1,424,581 shares; 2026Q1: 1,370,090 shares 1,370,090 $393M 1.62% -54,491 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: 371,483 shares; 2024Q4: 385,352 shares; 2025Q1: 374,659 shares; 2025Q2: 371,849 shares; 2025Q3: 385,425 shares; 2025Q4: 393,682 shares; 2026Q1: 388,703 shares 388,703 $387M 1.59% -4,979 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,323,897 shares; 2024Q4: 10,829,993 shares; 2025Q1: 10,683,604 shares; 2025Q2: 11,090,459 shares; 2025Q3: 11,437,252 shares; 2025Q4: 11,154,123 shares; 2026Q1: 10,873,355 shares 10,873,355 $373M 1.53% -280,768 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: 538,926 shares; 2024Q4: 556,984 shares; 2025Q1: 580,760 shares; 2025Q2: 610,814 shares; 2025Q3: 656,480 shares; 2025Q4: 705,086 shares; 2026Q1: 693,312 shares 693,312 $332M 1.37% -11,774 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: 1,214,197 shares; 2024Q4: 1,302,393 shares; 2025Q1: 1,307,306 shares; 2025Q2: 1,355,244 shares; 2025Q3: 1,333,650 shares; 2025Q4: 1,321,256 shares; 2026Q1: 1,231,920 shares 1,231,920 $301M 1.24% -89,336 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884,856 shares; 2024Q4: 4,969,977 shares; 2025Q1: 5,230,781 shares; 2025Q2: 5,707,714 shares; 2025Q3: 6,425,487 shares; 2025Q4: 6,878,969 shares; 2026Q1: 6,746,275 shares 6,746,275 $299M 1.23% -132,694 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,911,412 shares; 2024Q4: 4,439,732 shares; 2025Q1: 4,426,094 shares; 2025Q2: 4,415,281 shares; 2025Q3: 4,403,931 shares; 2025Q4: 4,413,804 shares; 2026Q1: 4,385,717 shares 4,385,717 $290M 1.19% -28,087 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095,628 shares; 2024Q4: 3,482,058 shares; 2025Q1: 3,533,994 shares; 2025Q2: 3,701,787 shares; 2025Q3: 3,983,469 shares; 2025Q4: 3,981,072 shares; 2026Q1: 3,691,285 shares 3,691,285 $288M 1.18% -289,787 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: 363,425 shares; 2024Q4: 374,036 shares; 2025Q1: 362,868 shares; 2025Q2: 369,423 shares; 2025Q3: 400,535 shares; 2025Q4: 476,109 shares; 2026Q1: 499,468 shares 499,468 $286M 1.17% +23,359 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260,633 shares; 2024Q4: 6,432,381 shares; 2025Q1: 6,709,573 shares; 2025Q2: 6,935,826 shares; 2025Q3: 7,367,383 shares; 2025Q4: 7,610,855 shares; 2026Q1: 7,381,068 shares 7,381,068 $266M 1.09% -229,787 Timeline EMA EMERA INC More: the full row for EMERA 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: 4,513,408 shares; 2025Q3: 4,551,186 shares; 2025Q4: 4,633,997 shares; 2026Q1: 4,670,078 shares 4,670,078 $241M 0.99% +36,081 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,380,631 shares; 2024Q4: 17,722,270 shares; 2025Q1: 18,553,552 shares; 2025Q2: 18,842,084 shares; 2025Q3: 19,687,766 shares; 2025Q4: 16,744,613 shares; 2026Q1: 16,940,624 shares 16,940,624 $217M 0.89% +196,011 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: 1,039,180 shares; 2024Q4: 1,034,847 shares; 2025Q1: 974,833 shares; 2025Q2: 1,611,150 shares; 2025Q3: 1,709,638 shares; 2025Q4: 1,789,011 shares; 2026Q1: 1,736,208 shares 1,736,208 $216M 0.89% -52,803 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880,073 shares; 2024Q4: 2,974,065 shares; 2025Q1: 3,080,459 shares; 2025Q2: 3,107,058 shares; 2025Q3: 3,303,733 shares; 2025Q4: 3,274,447 shares; 2026Q1: 3,262,998 shares 3,262,998 $204M 0.84% -11,449 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: 449,008 shares; 2024Q4: 480,251 shares; 2025Q1: 506,798 shares; 2025Q2: 559,897 shares; 2025Q3: 578,187 shares; 2025Q4: 567,856 shares; 2026Q1: 584,606 shares 584,606 $192M 0.79% +16,750 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433,070 shares; 2024Q4: 382,229 shares; 2025Q1: 468,918 shares; 2025Q2: 702,891 shares; 2025Q3: 741,808 shares; 2025Q4: 806,664 shares; 2026Q1: 872,774 shares 872,774 $177M 0.73% +66,110 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: 603,348 shares; 2024Q4: 644,530 shares; 2025Q1: 666,791 shares; 2025Q2: 657,647 shares; 2025Q3: 730,196 shares; 2025Q4: 767,043 shares; 2026Q1: 726,641 shares 726,641 $167M 0.69% -40,402 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: 180,719 shares; 2024Q4: 209,837 shares; 2025Q1: 204,940 shares; 2025Q2: 248,208 shares; 2025Q3: 248,468 shares; 2025Q4: 255,730 shares; 2026Q1: 248,761 shares 248,761 $162M 0.66% -6,969 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: 481,779 shares; 2024Q4: 495,701 shares; 2025Q1: 451,251 shares; 2025Q2: 491,796 shares; 2025Q3: 515,413 shares; 2025Q4: 523,946 shares; 2026Q1: 520,542 shares 520,542 $161M 0.66% -3,404 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075,226 shares; 2024Q4: 1,117,479 shares; 2025Q1: 1,084,224 shares; 2025Q2: 1,115,494 shares; 2025Q3: 1,136,539 shares; 2025Q4: 1,161,177 shares; 2026Q1: 1,305,851 shares 1,305,851 $155M 0.64% +144,674 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125,375 shares; 2024Q4: 3,697,645 shares; 2025Q1: 4,068,135 shares; 2025Q2: 4,093,776 shares; 2025Q3: 4,035,223 shares; 2025Q4: 3,957,597 shares; 2026Q1: 3,816,866 shares 3,816,866 $146M 0.6% -140,731 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: 359,043 shares; 2024Q4: 345,318 shares; 2025Q1: 323,728 shares; 2025Q2: 329,096 shares; 2025Q3: 351,706 shares; 2025Q4: 404,523 shares; 2026Q1: 367,994 shares 367,994 $124M 0.51% -36,529 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,714 shares; 2024Q4: 148,519 shares; 2025Q1: 457,647 shares; 2025Q2: 631,973 shares; 2025Q3: 680,487 shares; 2025Q4: 741,466 shares; 2026Q1: 909,877 shares 909,877 $118M 0.49% +168,411 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: 59,927 shares; 2024Q4: 128,717 shares; 2025Q1: 133,774 shares; 2025Q2: 145,131 shares; 2025Q3: 196,818 shares; 2025Q4: 487,452 shares; 2026Q1: 677,820 shares 677,820 $109M 0.45% +190,368 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,439 shares; 2025Q1: 99,913 shares; 2025Q2: 104,385 shares; 2025Q3: 110,197 shares; 2025Q4: 115,478 shares; 2026Q1: 112,811 shares 112,811 $108M 0.45% -2,667 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: 475,983 shares; 2024Q4: 501,208 shares; 2025Q1: 533,348 shares; 2025Q2: 337,496 shares; 2025Q3: 327,054 shares; 2025Q4: 330,949 shares; 2026Q1: 331,607 shares 331,607 $103M 0.42% +658 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: 88,636 shares; 2024Q4: 127,775 shares; 2025Q1: 178,487 shares; 2025Q2: 169,343 shares; 2025Q3: 176,598 shares; 2025Q4: 188,628 shares; 2026Q1: 229,013 shares 229,013 $98.5M 0.41% +40,385 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520,394 shares; 2024Q4: 1,544,713 shares; 2025Q1: 1,481,072 shares; 2025Q2: 1,498,889 shares; 2025Q3: 1,500,597 shares; 2025Q4: 1,457,477 shares; 2026Q1: 1,320,532 shares 1,320,532 $96.7M 0.4% -136,945 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957,151 shares; 2024Q4: 1,011,962 shares; 2025Q1: 1,158,878 shares; 2025Q2: 1,083,443 shares; 2025Q3: 944,388 shares; 2025Q4: 979,158 shares; 2026Q1: 886,907 shares 886,907 $96.1M 0.39% -92,251 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: 383,928 shares; 2024Q4: 421,745 shares; 2025Q1: 480,135 shares; 2025Q2: 644,905 shares; 2025Q3: 737,978 shares; 2025Q4: 802,214 shares; 2026Q1: 730,127 shares 730,127 $95.7M 0.39% -72,087 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,321,718 shares; 2024Q4: 4,926,800 shares; 2025Q1: 4,681,095 shares; 2025Q2: 4,388,086 shares; 2025Q3: 4,239,737 shares; 2025Q4: 3,863,473 shares; 2026Q1: 3,766,099 shares 3,766,099 $94.8M 0.39% -97,374 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: 409,038 shares; 2024Q4: 628,974 shares; 2025Q1: 694,402 shares; 2025Q2: 784,044 shares; 2025Q3: 868,711 shares; 2025Q4: 1,134,571 shares; 2026Q1: 1,309,599 shares 1,309,599 $94.2M 0.39% +175,028 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391,424 shares; 2024Q4: 2,715,043 shares; 2025Q1: 2,683,317 shares; 2025Q2: 2,684,100 shares; 2025Q3: 2,751,581 shares; 2025Q4: 2,829,649 shares; 2026Q1: 2,878,619 shares 2,878,619 $93.7M 0.39% +48,970 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: 428,704 shares; 2024Q4: 468,413 shares; 2025Q1: 527,757 shares; 2025Q2: 571,338 shares; 2025Q3: 585,636 shares; 2025Q4: 602,762 shares; 2026Q1: 614,544 shares 614,544 $88.8M 0.36% +11,782 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: 404,202 shares; 2024Q4: 486,692 shares; 2025Q1: 622,175 shares; 2025Q2: 712,011 shares; 2025Q3: 739,166 shares; 2025Q4: 771,052 shares; 2026Q1: 659,330 shares 659,330 $87.2M 0.36% -111,722 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: 91,425 shares; 2024Q4: 96,759 shares; 2025Q1: 100,796 shares; 2025Q2: 104,739 shares; 2025Q3: 156,689 shares; 2025Q4: 162,506 shares; 2026Q1: 144,765 shares 144,765 $86.5M 0.36% -17,741 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541,059 shares; 2024Q4: 1,500,685 shares; 2025Q1: 1,446,172 shares; 2025Q2: 1,255,043 shares; 2025Q3: 1,137,404 shares; 2025Q4: 1,133,430 shares; 2026Q1: 1,146,857 shares 1,146,857 $86M 0.35% +13,427 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076,313 shares; 2024Q4: 1,068,954 shares; 2025Q1: 1,074,952 shares; 2025Q2: 1,164,066 shares; 2025Q3: 1,168,965 shares; 2025Q4: 1,262,879 shares; 2026Q1: 1,930,397 shares 1,930,397 $85.2M 0.35% +667,518 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: 60,068 shares; 2024Q4: 65,666 shares; 2025Q1: 72,459 shares; 2025Q2: 76,580 shares; 2025Q3: 82,533 shares; 2025Q4: 78,855 shares; 2026Q1: 64,097 shares 64,097 $84.7M 0.35% -14,758 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: 815,814 shares; 2024Q4: 698,733 shares; 2025Q1: 776,167 shares; 2025Q2: 789,887 shares; 2025Q3: 787,244 shares; 2025Q4: 577,537 shares; 2026Q1: 541,084 shares 541,084 $84M 0.35% -36,453 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: 94,264 shares; 2024Q4: 81,356 shares; 2025Q1: 89,242 shares; 2025Q2: 97,106 shares; 2025Q3: 92,459 shares; 2025Q4: 96,950 shares; 2026Q1: 86,840 shares 86,840 $79.9M 0.33% -10,110 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: 1,053,963 shares; 2024Q4: 1,050,930 shares; 2025Q1: 975,261 shares; 2025Q2: 926,447 shares; 2025Q3: 942,341 shares; 2025Q4: 868,034 shares; 2026Q1: 873,375 shares 873,375 $75.7M 0.31% +5,341 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: 326,493 shares; 2024Q4: 373,940 shares; 2025Q1: 420,311 shares; 2025Q2: 445,480 shares; 2025Q3: 398,680 shares; 2025Q4: 399,303 shares; 2026Q1: 392,215 shares 392,215 $74.4M 0.31% -7,088 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: 40,417 shares; 2024Q4: 63,585 shares; 2025Q1: 87,540 shares; 2025Q2: 116,720 shares; 2025Q3: 128,534 shares; 2025Q4: 136,496 shares; 2026Q1: 147,090 shares 147,090 $72.3M 0.3% +10,594 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: 164,890 shares; 2024Q4: 169,029 shares; 2025Q1: 158,968 shares; 2025Q2: 159,590 shares; 2025Q3: 162,064 shares; 2025Q4: 165,224 shares; 2026Q1: 141,289 shares 141,289 $70.6M 0.29% -23,935 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: 412,936 shares; 2024Q4: 433,181 shares; 2025Q1: 452,895 shares; 2025Q2: 283,240 shares; 2025Q3: 293,363 shares; 2025Q4: 290,773 shares; 2026Q1: 286,801 shares 286,801 $64.8M 0.27% -3,972 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,651 shares; 2025Q1: 20,646 shares; 2025Q2: 11,362 shares; 2025Q3: 11,615 shares; 2025Q4: 50,254 shares; 2026Q1: 300,456 shares 300,456 $64.2M 0.26% +250,202 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: 47,126 shares; 2024Q4: 61,185 shares; 2025Q1: 61,030 shares; 2025Q2: 66,280 shares; 2025Q3: 77,314 shares; 2025Q4: 77,904 shares; 2026Q1: 72,351 shares 72,351 $61.2M 0.25% -5,553 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: 303,852 shares; 2024Q4: 340,396 shares; 2025Q1: 371,532 shares; 2025Q2: 427,530 shares; 2025Q3: 432,490 shares; 2025Q4: 470,499 shares; 2026Q1: 367,850 shares 367,850 $59.5M 0.24% -102,649 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,715,185 shares; 2025Q1: 1,734,937 shares; 2025Q2: 1,764,327 shares; 2025Q3: 1,797,254 shares; 2025Q4: 2,053,500 shares; 2026Q1: 1,788,858 shares 1,788,858 $59.3M 0.24% -264,642 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: not reported; 2024Q4: 85,090 shares; 2025Q1: 83,045 shares; 2025Q2: 117,923 shares; 2025Q3: 103,599 shares; 2025Q4: 117,886 shares; 2026Q1: 102,210 shares 102,210 $59M 0.24% -15,676 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: 95,213 shares; 2024Q4: 120,742 shares; 2025Q1: 126,618 shares; 2025Q2: 200,761 shares; 2025Q3: 192,320 shares; 2025Q4: 203,933 shares; 2026Q1: 347,658 shares 347,658 $57.2M 0.24% +143,725 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: 1,116,776 shares; 2024Q4: 1,160,663 shares; 2025Q1: 1,219,068 shares; 2025Q2: 1,201,829 shares; 2025Q3: 1,183,925 shares; 2025Q4: 1,194,774 shares; 2026Q1: 1,155,752 shares 1,155,752 $56.3M 0.23% -39,022 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,247,007 shares; 2025Q1: 1,304,699 shares; 2025Q2: 1,332,140 shares; 2025Q3: 1,366,054 shares; 2025Q4: 1,371,718 shares; 2026Q1: 1,422,959 shares 1,422,959 $56M 0.23% +51,241 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501,220 shares; 2024Q4: 476,120 shares; 2025Q1: 582,863 shares; 2025Q2: 682,891 shares; 2025Q3: 830,465 shares; 2025Q4: 662,433 shares; 2026Q1: 645,564 shares 645,564 $53.4M 0.22% -16,869 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: 176,547 shares; 2024Q4: 202,359 shares; 2025Q1: 253,835 shares; 2025Q2: 331,342 shares; 2025Q3: 356,350 shares; 2025Q4: 384,348 shares; 2026Q1: 400,001 shares 400,001 $52.4M 0.22% +15,653 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: 222,147 shares; 2024Q4: 260,001 shares; 2025Q1: 297,268 shares; 2025Q2: 292,787 shares; 2025Q3: 305,521 shares; 2025Q4: 356,475 shares; 2026Q1: 356,344 shares 356,344 $52.4M 0.22% -131 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: 253,392 shares; 2024Q4: 295,313 shares; 2025Q1: 312,991 shares; 2025Q2: 317,163 shares; 2025Q3: 288,336 shares; 2025Q4: 301,503 shares; 2026Q1: 305,580 shares 305,580 $48.8M 0.2% +4,077 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: 273,174 shares; 2024Q4: 208,687 shares; 2025Q1: 276,473 shares; 2025Q2: 436,900 shares; 2025Q3: 435,571 shares; 2025Q4: 469,464 shares; 2026Q1: 488,227 shares 488,227 $48.5M 0.2% +18,763 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,638 shares; 2024Q4: 558,678 shares; 2025Q1: 600,989 shares; 2025Q2: 668,046 shares; 2025Q3: 735,916 shares; 2025Q4: 686,752 shares; 2026Q1: 633,086 shares 633,086 $46M 0.19% -53,666 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: 75,618 shares; 2024Q4: 77,181 shares; 2025Q1: 72,469 shares; 2025Q2: 79,116 shares; 2025Q3: 59,528 shares; 2025Q4: 63,399 shares; 2026Q1: 64,338 shares 64,338 $45.6M 0.19% +939 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: 30,925 shares; 2024Q4: 33,293 shares; 2025Q1: 29,222 shares; 2025Q2: 36,222 shares; 2025Q3: 43,655 shares; 2025Q4: 430,496 shares; 2026Q1: 465,011 shares 465,011 $44.7M 0.18% +34,515 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202,141 shares; 2024Q4: 1,231,852 shares; 2025Q1: 1,165,068 shares; 2025Q2: 1,173,562 shares; 2025Q3: 1,082,548 shares; 2025Q4: 1,047,218 shares; 2026Q1: 1,050,209 shares 1,050,209 $44.7M 0.18% +2,991 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,386,954 shares; 2025Q1: 1,444,156 shares; 2025Q2: 1,372,631 shares; 2025Q3: 1,387,794 shares; 2025Q4: 1,323,055 shares; 2026Q1: 1,100,371 shares 1,100,371 $43.7M 0.18% -222,684 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: 636,243 shares; 2024Q4: 550,137 shares; 2025Q1: 526,778 shares; 2025Q2: 468,439 shares; 2025Q3: 473,938 shares; 2025Q4: 579,931 shares; 2026Q1: 561,105 shares 561,105 $43.5M 0.18% -18,826 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211,351 shares 211,351 $41.7M 0.17% new 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: 425,608 shares; 2024Q4: 470,936 shares; 2025Q1: 460,027 shares; 2025Q2: 168,420 shares; 2025Q3: 180,352 shares; 2025Q4: 163,314 shares; 2026Q1: 151,760 shares 151,760 $41.1M 0.17% -11,554 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: 94,014 shares; 2024Q4: 103,069 shares; 2025Q1: 96,077 shares; 2025Q2: 98,012 shares; 2025Q3: 108,372 shares; 2025Q4: 122,303 shares; 2026Q1: 109,835 shares 109,835 $40.8M 0.17% -12,468 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,418 shares; 2026Q1: 207,067 shares 207,067 $40.5M 0.17% +162,649 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: 495,382 shares; 2024Q4: 541,707 shares; 2025Q1: 524,148 shares; 2025Q2: 504,599 shares; 2025Q3: 521,759 shares; 2025Q4: 528,965 shares; 2026Q1: 528,204 shares 528,204 $40.2M 0.17% -761 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: 137,486 shares; 2024Q4: 134,924 shares; 2025Q1: 131,535 shares; 2025Q2: 139,526 shares; 2025Q3: 162,150 shares; 2025Q4: 188,204 shares; 2026Q1: 183,643 shares 183,643 $39.9M 0.16% -4,561 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: 243,169 shares; 2024Q4: 260,220 shares; 2025Q1: 267,115 shares; 2025Q2: 239,288 shares; 2025Q3: 255,875 shares; 2025Q4: 238,481 shares; 2026Q1: 234,988 shares 234,988 $39.9M 0.16% -3,493 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,339 shares; 2024Q4: 345,734 shares; 2025Q1: 298,709 shares; 2025Q2: 393,631 shares; 2025Q3: 404,225 shares; 2025Q4: 375,421 shares; 2026Q1: 349,787 shares 349,787 $37.8M 0.16% -25,634 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,546 shares; 2024Q4: 141,812 shares; 2025Q1: 144,821 shares; 2025Q2: 153,244 shares; 2025Q3: 162,069 shares; 2025Q4: 155,449 shares; 2026Q1: 152,706 shares 152,706 $37.7M 0.16% -2,743 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: 42,557 shares; 2024Q4: 48,810 shares; 2025Q1: 203,705 shares; 2025Q2: 211,698 shares; 2025Q3: 479,182 shares; 2025Q4: 396,674 shares; 2026Q1: 392,402 shares 392,402 $36M 0.15% -4,272 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,311 shares; 2024Q4: 33,925 shares; 2025Q1: 73,458 shares; 2025Q2: 71,940 shares; 2025Q3: 74,039 shares; 2025Q4: 72,241 shares; 2026Q1: 479,794 shares 479,794 $34.9M 0.14% +407,553 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: 102,357 shares; 2024Q4: 217,750 shares; 2025Q1: 157,501 shares; 2025Q2: 158,579 shares; 2025Q3: 271,812 shares; 2025Q4: 368,112 shares; 2026Q1: 380,254 shares 380,254 $34.4M 0.14% +12,142 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: 717,822 shares; 2024Q4: 532,077 shares; 2025Q1: 443,360 shares; 2025Q2: 358,701 shares; 2025Q3: 346,654 shares; 2025Q4: 377,565 shares; 2026Q1: 355,445 shares 355,445 $34.3M 0.14% -22,120 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: not reported; 2024Q4: 152,548 shares; 2025Q1: 145,588 shares; 2025Q2: 148,985 shares; 2025Q3: 161,512 shares; 2025Q4: 160,755 shares; 2026Q1: 172,783 shares 172,783 $33.3M 0.14% +12,028 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: 148,270 shares; 2024Q4: 166,795 shares; 2025Q1: 175,169 shares; 2025Q2: 193,246 shares; 2025Q3: 166,974 shares; 2025Q4: 161,908 shares; 2026Q1: 178,039 shares 178,039 $33.2M 0.14% +16,131 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: 215,689 shares; 2024Q4: 187,847 shares; 2025Q1: 154,370 shares; 2025Q2: 156,657 shares; 2025Q3: 181,907 shares; 2025Q4: 169,913 shares; 2026Q1: 155,388 shares 155,388 $31.6M 0.13% -14,525 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: 50,504 shares; 2024Q4: 38,540 shares; 2025Q1: 34,890 shares; 2025Q2: 34,454 shares; 2025Q3: 35,677 shares; 2025Q4: 42,211 shares; 2026Q1: 48,284 shares 48,284 $31.5M 0.13% +6,073 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: 216,011 shares; 2024Q4: 255,724 shares; 2025Q1: 265,562 shares; 2025Q2: 383,349 shares; 2025Q3: 376,983 shares; 2025Q4: 342,170 shares; 2026Q1: 335,069 shares 335,069 $31.1M 0.13% -7,101 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: 85,370 shares; 2024Q4: 94,459 shares; 2025Q1: 99,335 shares; 2025Q2: 105,346 shares; 2025Q3: 117,220 shares; 2025Q4: 128,537 shares; 2026Q1: 94,129 shares 94,129 $30.9M 0.13% -34,408 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: 52,259 shares; 2024Q4: 56,460 shares; 2025Q1: 52,318 shares; 2025Q2: 50,998 shares; 2025Q3: 51,875 shares; 2025Q4: 56,761 shares; 2026Q1: 78,260 shares 78,260 $30.6M 0.13% +21,499 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: 1,122,449 shares; 2024Q4: 794,246 shares; 2025Q1: 769,582 shares; 2025Q2: 788,563 shares; 2025Q3: 957,484 shares; 2025Q4: 1,100,141 shares; 2026Q1: 1,058,826 shares 1,058,826 $29.7M 0.12% -41,315 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: 7,728 shares; 2024Q4: 7,853 shares; 2025Q1: 7,990 shares; 2025Q2: 7,369 shares; 2025Q3: 8,258 shares; 2025Q4: 8,029 shares; 2026Q1: 174,749 shares 174,749 $29.4M 0.12% +166,720 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: 388,369 shares; 2024Q4: 253,550 shares; 2025Q1: 245,635 shares; 2025Q2: 231,734 shares; 2025Q3: 285,644 shares; 2025Q4: 275,525 shares; 2026Q1: 257,813 shares 257,813 $29.2M 0.12% -17,712 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: 100,345 shares; 2024Q4: 84,780 shares; 2025Q1: 84,461 shares; 2025Q2: 72,154 shares; 2025Q3: 73,374 shares; 2025Q4: 75,441 shares; 2026Q1: 85,338 shares 85,338 $28.8M 0.12% +9,897 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,691 shares; 2024Q4: 240,695 shares; 2025Q1: 225,796 shares; 2025Q2: 233,736 shares; 2025Q3: 235,989 shares; 2025Q4: 242,119 shares; 2026Q1: 204,799 shares 204,799 $26.8M 0.11% -37,320 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: 130,998 shares; 2024Q4: 131,237 shares; 2025Q1: 128,383 shares; 2025Q2: 128,998 shares; 2025Q3: 138,861 shares; 2025Q4: 138,366 shares; 2026Q1: 123,078 shares 123,078 $26.5M 0.11% -15,288 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,346 shares; 2024Q4: 275,100 shares; 2025Q1: 281,752 shares; 2025Q2: 279,054 shares; 2025Q3: 275,878 shares; 2025Q4: 275,170 shares; 2026Q1: 377,570 shares 377,570 $26.3M 0.11% +102,400 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,979 shares; 2024Q4: 319,840 shares; 2025Q1: 758,099 shares; 2025Q2: 868,624 shares; 2025Q3: 871,776 shares; 2025Q4: 936,052 shares; 2026Q1: 750,250 shares 750,250 $26.3M 0.11% -185,802 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,715 shares; 2024Q4: 354,132 shares; 2025Q1: 387,626 shares; 2025Q2: 438,444 shares; 2025Q3: 427,634 shares; 2025Q4: 417,430 shares; 2026Q1: 500,241 shares 500,241 $25.8M 0.11% +82,811 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: 288,870 shares; 2025Q3: 316,785 shares; 2025Q4: 389,029 shares; 2026Q1: 630,661 shares 630,661 $25.7M 0.11% +241,632 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: 109,161 shares; 2024Q4: 104,647 shares; 2025Q1: 203,771 shares; 2025Q2: 331,793 shares; 2025Q3: 254,880 shares; 2025Q4: 297,527 shares; 2026Q1: 298,512 shares 298,512 $24.6M 0.1% +985 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: 42,641 shares; 2024Q4: 46,886 shares; 2025Q1: 43,720 shares; 2025Q2: 43,841 shares; 2025Q3: 44,150 shares; 2025Q4: 45,012 shares; 2026Q1: 43,724 shares 43,724 $24.6M 0.1% -1,288 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,550 shares; 2024Q4: 33,615 shares; 2025Q1: 200,205 shares; 2025Q2: 406,648 shares; 2025Q3: 415,591 shares; 2025Q4: 522,377 shares; 2026Q1: 579,590 shares 579,590 $24.5M 0.1% +57,213 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: 316,783 shares; 2024Q4: 316,551 shares; 2025Q1: 284,066 shares; 2025Q2: 241,686 shares; 2025Q3: 217,794 shares; 2025Q4: 195,731 shares; 2026Q1: 202,667 shares 202,667 $24.4M 0.1% +6,936 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: 39,393 shares; 2024Q4: 44,022 shares; 2025Q1: 62,921 shares; 2025Q2: 71,695 shares; 2025Q3: 79,242 shares; 2025Q4: 78,846 shares; 2026Q1: 75,817 shares 75,817 $24.3M 0.1% -3,029 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,164 shares; 2024Q4: 69,799 shares; 2025Q1: 109,897 shares; 2025Q2: 233,017 shares; 2025Q3: 322,000 shares; 2025Q4: 323,251 shares; 2026Q1: 285,204 shares 285,204 $23.6M 0.1% -38,047 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: 376,626 shares; 2024Q4: 383,486 shares; 2025Q1: 274,409 shares; 2025Q2: 240,989 shares; 2025Q3: 317,658 shares; 2025Q4: 306,594 shares; 2026Q1: 399,928 shares 399,928 $23.5M 0.1% +93,334 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: 14,645 shares; 2024Q4: 13,535 shares; 2025Q1: 13,164 shares; 2025Q2: 15,939 shares; 2025Q3: 16,298 shares; 2025Q4: 15,598 shares; 2026Q1: 26,473 shares 26,473 $23.1M 0.09% +10,875 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,693 shares; 2025Q1: 177,357 shares; 2025Q2: 258,154 shares; 2025Q3: 253,569 shares; 2025Q4: 263,948 shares; 2026Q1: 371,419 shares 371,419 $23.1M 0.09% +107,471 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,657 shares; 2024Q4: 244,499 shares; 2025Q1: 250,380 shares; 2025Q2: 251,948 shares; 2025Q3: 288,657 shares; 2025Q4: 367,317 shares; 2026Q1: 258,988 shares 258,988 $23M 0.09% -108,329 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: 3,175 shares; 2024Q4: 3,645 shares; 2025Q1: 84,623 shares; 2025Q2: 95,422 shares; 2025Q3: 113,140 shares; 2025Q4: 136,305 shares; 2026Q1: 297,187 shares 297,187 $22.9M 0.09% +160,882 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,591 shares; 2024Q4: 309,970 shares; 2025Q1: 347,923 shares; 2025Q2: 378,304 shares; 2025Q3: 421,489 shares; 2025Q4: 386,691 shares; 2026Q1: 114,971 shares 114,971 $22.8M 0.09% -271,720 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,025 shares; 2024Q4: 239,506 shares; 2025Q1: 235,349 shares; 2025Q2: 159,493 shares; 2025Q3: 157,597 shares; 2025Q4: 151,280 shares; 2026Q1: 150,559 shares 150,559 $22M 0.09% -721 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: 226,788 shares; 2024Q4: 238,848 shares; 2025Q1: 255,923 shares; 2025Q2: 269,006 shares; 2025Q3: 263,416 shares; 2025Q4: 243,411 shares; 2026Q1: 293,644 shares 293,644 $21.9M 0.09% +50,233 Timeline VGK 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: 121,404 shares; 2024Q4: 130,680 shares; 2025Q1: 199,628 shares; 2025Q2: 226,575 shares; 2025Q3: 239,264 shares; 2025Q4: 254,826 shares; 2026Q1: 265,187 shares 265,187 $21.9M 0.09% +10,361 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,957 shares; 2024Q4: 203,070 shares; 2025Q1: 204,121 shares; 2025Q2: 181,504 shares; 2025Q3: 186,379 shares; 2025Q4: 188,482 shares; 2026Q1: 200,481 shares 200,481 $21.9M 0.09% +11,999 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: 1,736,060 shares; 2024Q4: 1,142,453 shares; 2025Q1: 922,101 shares; 2025Q2: 929,498 shares; 2025Q3: 937,561 shares; 2025Q4: 1,111,056 shares; 2026Q1: 824,112 shares 824,112 $21.8M 0.09% -286,944 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: 60,392 shares; 2024Q4: 62,335 shares; 2025Q1: 57,805 shares; 2025Q2: 55,760 shares; 2025Q3: 78,788 shares; 2025Q4: 68,227 shares; 2026Q1: 112,510 shares 112,510 $21.6M 0.09% +44,283 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,691 shares; 2024Q4: 76,363 shares; 2025Q1: 76,317 shares; 2025Q2: 105,825 shares; 2025Q3: 130,464 shares; 2025Q4: 136,294 shares; 2026Q1: 136,736 shares 136,736 $20.9M 0.09% +442 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: 23,718 shares; 2024Q4: 24,752 shares; 2025Q1: 24,571 shares; 2025Q2: 26,155 shares; 2025Q3: 31,125 shares; 2025Q4: 158,856 shares; 2026Q1: 196,737 shares 196,737 $20.6M 0.08% +37,881 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 18,407 shares; 2025Q1: 18,852 shares; 2025Q2: 19,662 shares; 2025Q3: 17,393 shares; 2025Q4: 16,778 shares; 2026Q1: 407,053 shares 407,053 $20.5M 0.08% +390,275 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,936 shares; 2024Q4: 49,713 shares; 2025Q1: 51,790 shares; 2025Q2: 55,194 shares; 2025Q3: 56,701 shares; 2025Q4: 59,038 shares; 2026Q1: 53,261 shares 53,261 $20.4M 0.08% -5,777 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,009 shares; 2024Q4: 154,860 shares; 2025Q1: 158,250 shares; 2025Q2: 207,519 shares; 2025Q3: 208,742 shares; 2025Q4: 193,897 shares; 2026Q1: 240,689 shares 240,689 $20.4M 0.08% +46,792 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: 148,624 shares; 2024Q4: 162,749 shares; 2025Q1: 152,158 shares; 2025Q2: 135,068 shares; 2025Q3: 127,401 shares; 2025Q4: 131,685 shares; 2026Q1: 142,932 shares 142,932 $19.9M 0.08% +11,247 Timeline IXN 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: 189,119 shares; 2024Q4: 194,195 shares; 2025Q1: 200,546 shares; 2025Q2: 200,393 shares; 2025Q3: 200,894 shares; 2025Q4: 199,279 shares; 2026Q1: 198,829 shares 198,829 $19.9M 0.08% -450 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,891 shares; 2024Q4: 161,422 shares; 2025Q1: 163,022 shares; 2025Q2: 164,016 shares; 2025Q3: 164,912 shares; 2025Q4: 164,869 shares; 2026Q1: 168,436 shares 168,436 $19.8M 0.08% +3,567 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: 35,471 shares; 2024Q4: 22,224 shares; 2025Q1: 21,400 shares; 2025Q2: 21,624 shares; 2025Q3: 21,041 shares; 2025Q4: 22,827 shares; 2026Q1: 22,839 shares 22,839 $19.8M 0.08% +12 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: 98,718 shares; 2025Q1: 55,839 shares; 2025Q2: 91,675 shares; 2025Q3: 150,653 shares; 2025Q4: 143,958 shares; 2026Q1: 160,349 shares 160,349 $19.7M 0.08% +16,391 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: 43,996 shares; 2024Q4: 45,660 shares; 2025Q1: 48,221 shares; 2025Q2: 48,512 shares; 2025Q3: 48,313 shares; 2025Q4: 47,918 shares; 2026Q1: 55,025 shares 55,025 $19.7M 0.08% +7,107 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,512 shares; 2024Q4: 542,257 shares; 2025Q1: 570,519 shares; 2025Q2: 541,791 shares; 2025Q3: 561,307 shares; 2025Q4: 542,243 shares; 2026Q1: 539,818 shares 539,818 $19.4M 0.08% -2,425 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: 104,899 shares; 2024Q4: 96,980 shares; 2025Q1: 83,244 shares; 2025Q2: 82,673 shares; 2025Q3: 76,769 shares; 2025Q4: 81,577 shares; 2026Q1: 79,919 shares 79,919 $19.4M 0.08% -1,658 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,837 shares; 2024Q4: 154,118 shares; 2025Q1: 157,388 shares; 2025Q2: 158,151 shares; 2025Q3: 160,176 shares; 2025Q4: 158,101 shares; 2026Q1: 160,053 shares 160,053 $19.4M 0.08% +1,952 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: 259,739 shares; 2024Q4: 271,476 shares; 2025Q1: 272,386 shares; 2025Q2: 270,882 shares; 2025Q3: 245,847 shares; 2025Q4: 251,638 shares; 2026Q1: 241,760 shares 241,760 $19.2M 0.08% -9,878 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: 21,061 shares; 2024Q4: 21,748 shares; 2025Q1: 22,066 shares; 2025Q2: 24,409 shares; 2025Q3: 31,107 shares; 2025Q4: 30,288 shares; 2026Q1: 26,860 shares 26,860 $18.7M 0.08% -3,428 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,304 shares; 2025Q4: 237,817 shares; 2026Q1: 240,096 shares 240,096 $18.6M 0.08% +2,279 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: 48,608 shares; 2024Q4: 68,611 shares; 2025Q1: 55,197 shares; 2025Q2: 175,396 shares; 2025Q3: 177,769 shares; 2025Q4: 183,402 shares; 2026Q1: 189,533 shares 189,533 $18.4M 0.08% +6,131 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: 38,028 shares; 2024Q4: 51,482 shares; 2025Q1: 53,177 shares; 2025Q2: 56,856 shares; 2025Q3: 57,655 shares; 2025Q4: 61,819 shares; 2026Q1: 62,073 shares 62,073 $18.3M 0.08% +254 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: 128,357 shares; 2024Q4: 129,247 shares; 2025Q1: 131,368 shares; 2025Q2: 132,100 shares; 2025Q3: 137,540 shares; 2025Q4: 157,272 shares; 2026Q1: 141,825 shares 141,825 $18.3M 0.08% -15,447 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: 22,530 shares; 2024Q4: 15,956 shares; 2025Q1: 17,505 shares; 2025Q2: 9,432 shares; 2025Q3: 9,413 shares; 2025Q4: 9,227 shares; 2026Q1: 11,824 shares 11,824 $17.4M 0.07% +2,597 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,788 shares; 2024Q4: 92,432 shares; 2025Q1: not reported; 2025Q2: 202,151 shares; 2025Q3: 520,813 shares; 2025Q4: 389,023 shares; 2026Q1: 347,872 shares 347,872 $17.3M 0.07% -41,151 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,690 shares; 2024Q4: 16,368 shares; 2025Q1: not reported; 2025Q2: 75,704 shares; 2025Q3: 73,118 shares; 2025Q4: 577,865 shares; 2026Q1: 758,018 shares 758,018 $17.3M 0.07% +180,153 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: 605,304 shares; 2024Q4: 529,990 shares; 2025Q1: 451,892 shares; 2025Q2: 405,048 shares; 2025Q3: 396,187 shares; 2025Q4: 397,821 shares; 2026Q1: 344,011 shares 344,011 $17.3M 0.07% -53,810 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: 104,546 shares; 2024Q4: 67,318 shares; 2025Q1: 106,445 shares; 2025Q2: 91,183 shares; 2025Q3: 93,076 shares; 2025Q4: 120,079 shares; 2026Q1: 117,843 shares 117,843 $17.2M 0.07% -2,236 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: 197,337 shares; 2024Q4: 155,813 shares; 2025Q1: 218,137 shares; 2025Q2: 275,629 shares; 2025Q3: 361,094 shares; 2025Q4: 211,654 shares; 2026Q1: 169,424 shares 169,424 $17.1M 0.07% -42,230 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824,094 shares; 2024Q4: 570,713 shares; 2025Q1: 450,810 shares; 2025Q2: 483,100 shares; 2025Q3: 412,923 shares; 2025Q4: 353,344 shares; 2026Q1: 302,317 shares 302,317 $16.5M 0.07% -51,027 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,946 shares; 2024Q4: 117,152 shares; 2025Q1: 127,087 shares; 2025Q2: 131,644 shares; 2025Q3: 143,427 shares; 2025Q4: 152,575 shares; 2026Q1: 279,387 shares 279,387 $16.4M 0.07% +126,812 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: 89,211 shares; 2024Q4: 94,749 shares; 2025Q1: 85,472 shares; 2025Q2: 87,454 shares; 2025Q3: 89,797 shares; 2025Q4: 90,336 shares; 2026Q1: 172,289 shares 172,289 $16.1M 0.07% +81,953 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: 119,000 shares; 2024Q4: 360,761 shares; 2025Q1: 512,359 shares; 2025Q2: 534,911 shares; 2025Q3: 540,389 shares; 2025Q4: 524,769 shares; 2026Q1: 518,506 shares 518,506 $15.9M 0.07% -6,263 Timeline ANGL 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: 615,885 shares; 2024Q4: 629,094 shares; 2025Q1: 884,839 shares; 2025Q2: 680,309 shares; 2025Q3: 770,333 shares; 2025Q4: 607,066 shares; 2026Q1: 551,275 shares 551,275 $15.8M 0.07% -55,791 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,130 shares; 2025Q2: 223,134 shares; 2025Q3: 263,993 shares; 2025Q4: 305,650 shares; 2026Q1: 301,053 shares 301,053 $15.6M 0.06% -4,597 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,073 shares; 2024Q4: 262,566 shares; 2025Q1: 265,878 shares; 2025Q2: 297,199 shares; 2025Q3: 310,948 shares; 2025Q4: 333,823 shares; 2026Q1: 337,621 shares 337,621 $15.4M 0.06% +3,798 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,690 shares; 2024Q4: 179,469 shares; 2025Q1: 287,811 shares; 2025Q2: 250,470 shares; 2025Q3: 286,090 shares; 2025Q4: 253,552 shares; 2026Q1: 300,950 shares 300,950 $15.2M 0.06% +47,398 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,006 shares; 2024Q4: 208,316 shares; 2025Q1: 490,836 shares; 2025Q2: 490,041 shares; 2025Q3: 373,942 shares; 2025Q4: 225,084 shares; 2026Q1: 222,164 shares 222,164 $15M 0.06% -2,920 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: 467,969 shares; 2024Q4: 438,831 shares; 2025Q1: 428,584 shares; 2025Q2: 276,138 shares; 2025Q3: 274,917 shares; 2025Q4: 266,421 shares; 2026Q1: 282,144 shares 282,144 $14.9M 0.06% +15,723 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,939 shares; 2024Q4: 164,450 shares; 2025Q1: 93,311 shares; 2025Q2: 95,061 shares; 2025Q3: 52,254 shares; 2025Q4: 84,226 shares; 2026Q1: 100,381 shares 100,381 $14.7M 0.06% +16,155 Timeline HAWX 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: 451,971 shares; 2024Q4: 478,987 shares; 2025Q1: 446,832 shares; 2025Q2: 415,231 shares; 2025Q3: 393,903 shares; 2025Q4: 393,078 shares; 2026Q1: 358,458 shares 358,458 $14.7M 0.06% -34,620 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: 19,431 shares; 2024Q4: 43,794 shares; 2025Q1: 49,795 shares; 2025Q2: 44,450 shares; 2025Q3: 55,550 shares; 2025Q4: 55,166 shares; 2026Q1: 50,896 shares 50,896 $14.4M 0.06% -4,270 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,340 shares; 2025Q1: 25,244 shares; 2025Q2: 29,630 shares; 2025Q3: 29,685 shares; 2025Q4: 29,592 shares; 2026Q1: 26,261 shares 26,261 $14.4M 0.06% -3,331 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: 107,159 shares; 2024Q4: 106,430 shares; 2025Q1: 101,972 shares; 2025Q2: 85,133 shares; 2025Q3: 86,286 shares; 2025Q4: 81,094 shares; 2026Q1: 83,043 shares 83,043 $14.3M 0.06% +1,949 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: 295,699 shares; 2024Q4: 266,526 shares; 2025Q1: 274,683 shares; 2025Q2: 191,378 shares; 2025Q3: 176,209 shares; 2025Q4: 151,444 shares; 2026Q1: 157,889 shares 157,889 $14.1M 0.06% +6,445 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: 279,958 shares; 2024Q4: 285,791 shares; 2025Q1: 212,210 shares; 2025Q2: 191,347 shares; 2025Q3: 166,887 shares; 2025Q4: 320,162 shares; 2026Q1: 381,226 shares 381,226 $14M 0.06% +61,064 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: 134,042 shares; 2024Q4: 217,414 shares; 2025Q1: 358,930 shares; 2025Q2: 387,672 shares; 2025Q3: 446,233 shares; 2025Q4: 340,671 shares; 2026Q1: 282,597 shares 282,597 $14M 0.06% -58,074 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: 50,038 shares; 2024Q4: 63,885 shares; 2025Q1: 183,822 shares; 2025Q2: 212,793 shares; 2025Q3: 260,354 shares; 2025Q4: 389,048 shares; 2026Q1: 361,196 shares 361,196 $13.9M 0.06% -27,852 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,412 shares; 2024Q4: 21,974 shares; 2025Q1: 25,124 shares; 2025Q2: 85,819 shares; 2025Q3: 143,530 shares; 2025Q4: 147,144 shares; 2026Q1: 150,106 shares 150,106 $13.8M 0.06% +2,962 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,747 shares; 2024Q4: 31,430 shares; 2025Q1: 31,800 shares; 2025Q2: 31,589 shares; 2025Q3: 33,430 shares; 2025Q4: 29,274 shares; 2026Q1: 69,614 shares 69,614 $13.5M 0.06% +40,340 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: 20,633 shares; 2024Q4: 16,750 shares; 2025Q1: 16,456 shares; 2025Q2: 12,814 shares; 2025Q3: 13,591 shares; 2025Q4: 16,614 shares; 2026Q1: 21,909 shares 21,909 $13.2M 0.05% +5,295 Timeline GDXJ 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: 5,995 shares; 2024Q4: 6,590 shares; 2025Q1: 7,242 shares; 2025Q2: 9,595 shares; 2025Q3: 41,136 shares; 2025Q4: 37,094 shares; 2026Q1: 109,622 shares 109,622 $13.2M 0.05% +72,528 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: 236,637 shares; 2024Q4: 133,697 shares; 2025Q1: 156,448 shares; 2025Q2: 179,910 shares; 2025Q3: 165,234 shares; 2025Q4: 174,734 shares; 2026Q1: 182,997 shares 182,997 $13.1M 0.05% +8,263 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: 96,006 shares; 2024Q4: 92,919 shares; 2025Q1: 91,800 shares; 2025Q2: 94,090 shares; 2025Q3: 96,462 shares; 2025Q4: 101,113 shares; 2026Q1: 103,660 shares 103,660 $13.1M 0.05% +2,547 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,377 shares; 2024Q4: 103,209 shares; 2025Q1: 108,986 shares; 2025Q2: 66,028 shares; 2025Q3: 61,139 shares; 2025Q4: 58,868 shares; 2026Q1: 48,598 shares 48,598 $13M 0.05% -10,270 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: 162,315 shares; 2024Q4: 198,106 shares; 2025Q1: 171,348 shares; 2025Q2: 168,517 shares; 2025Q3: 173,884 shares; 2025Q4: 137,597 shares; 2026Q1: 52,858 shares 52,858 $12.8M 0.05% -84,739 Timeline COPX 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: 10,800 shares; 2024Q4: 11,041 shares; 2025Q1: 10,906 shares; 2025Q2: 11,266 shares; 2025Q3: 33,140 shares; 2025Q4: 31,388 shares; 2026Q1: 167,336 shares 167,336 $12.8M 0.05% +135,948 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: 27,617 shares; 2024Q4: 20,271 shares; 2025Q1: 24,371 shares; 2025Q2: 52,343 shares; 2025Q3: 39,856 shares; 2025Q4: 48,034 shares; 2026Q1: 55,122 shares 55,122 $12.7M 0.05% +7,088 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: 219,618 shares; 2024Q4: 167,910 shares; 2025Q1: 168,679 shares; 2025Q2: 179,718 shares; 2025Q3: 169,141 shares; 2025Q4: 166,572 shares; 2026Q1: 168,719 shares 168,719 $12.7M 0.05% +2,147 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: 18,444 shares; 2024Q4: 19,345 shares; 2025Q1: 19,060 shares; 2025Q2: 21,327 shares; 2025Q3: 21,033 shares; 2025Q4: 16,187 shares; 2026Q1: 36,930 shares 36,930 $12.6M 0.05% +20,743 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 491,961 shares; 2025Q3: 613,762 shares; 2025Q4: 602,945 shares; 2026Q1: 301,440 shares 301,440 $12.4M 0.05% -301,505 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: 390,801 shares; 2024Q4: 370,718 shares; 2025Q1: 459,317 shares; 2025Q2: 377,199 shares; 2025Q3: 318,934 shares; 2025Q4: 118,165 shares; 2026Q1: 134,601 shares 134,601 $12.4M 0.05% +16,436 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,999 shares; 2024Q4: 72,499 shares; 2025Q1: 68,968 shares; 2025Q2: 66,696 shares; 2025Q3: 93,052 shares; 2025Q4: 71,179 shares; 2026Q1: 72,082 shares 72,082 $12.3M 0.05% +903 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: 22,846 shares; 2024Q4: 25,983 shares; 2025Q1: 53,797 shares; 2025Q2: 50,826 shares; 2025Q3: 31,752 shares; 2025Q4: 33,011 shares; 2026Q1: 40,693 shares 40,693 $12.3M 0.05% +7,682 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: 8,524 shares; 2024Q4: 11,414 shares; 2025Q1: 21,317 shares; 2025Q2: 28,172 shares; 2025Q3: 67,320 shares; 2025Q4: 77,305 shares; 2026Q1: 59,947 shares 59,947 $11.9M 0.05% -17,358 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: 51,224 shares; 2024Q4: 44,016 shares; 2025Q1: 43,722 shares; 2025Q2: 43,100 shares; 2025Q3: 46,077 shares; 2025Q4: 33,463 shares; 2026Q1: 33,751 shares 33,751 $11.9M 0.05% +288 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: 200,987 shares; 2024Q4: 198,386 shares; 2025Q1: 163,085 shares; 2025Q2: 173,077 shares; 2025Q3: 138,296 shares; 2025Q4: 166,055 shares; 2026Q1: 223,518 shares 223,518 $11.7M 0.05% +57,463 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: 7,851 shares; 2024Q4: 5,401 shares; 2025Q1: 24,905 shares; 2025Q2: 9,128 shares; 2025Q3: 103,596 shares; 2025Q4: 206,098 shares; 2026Q1: 249,258 shares 249,258 $11.4M 0.05% +43,160 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: 138,423 shares; 2024Q4: 141,274 shares; 2025Q1: 143,404 shares; 2025Q2: 150,794 shares; 2025Q3: 148,550 shares; 2025Q4: 149,164 shares; 2026Q1: 145,719 shares 145,719 $11.4M 0.05% -3,445 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,544 shares; 2024Q4: 300,622 shares; 2025Q1: 260,736 shares; 2025Q2: 228,174 shares; 2025Q3: 198,323 shares; 2025Q4: 152,185 shares; 2026Q1: 152,608 shares 152,608 $11.4M 0.05% +423 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: 17,751 shares; 2024Q4: 20,952 shares; 2025Q1: 23,958 shares; 2025Q2: 27,028 shares; 2025Q3: 27,248 shares; 2025Q4: 17,620 shares; 2026Q1: 45,185 shares 45,185 $11.3M 0.05% +27,565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,585 shares 41,585 $11.3M 0.05% new 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: 46,529 shares; 2024Q4: 46,747 shares; 2025Q1: 43,410 shares; 2025Q2: 44,901 shares; 2025Q3: 47,053 shares; 2025Q4: 47,469 shares; 2026Q1: 72,553 shares 72,553 $11.1M 0.05% +25,084 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: 22,263 shares; 2024Q4: 21,275 shares; 2025Q1: 24,311 shares; 2025Q2: 27,290 shares; 2025Q3: 29,717 shares; 2025Q4: 29,263 shares; 2026Q1: 25,266 shares 25,266 $11M 0.05% -3,997 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,072 shares; 2024Q4: 47,172 shares; 2025Q1: 54,427 shares; 2025Q2: 40,386 shares; 2025Q3: 73,122 shares; 2025Q4: 68,838 shares; 2026Q1: 66,864 shares 66,864 $11M 0.05% -1,974 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: 10,232 shares; 2024Q4: 11,512 shares; 2025Q1: 12,425 shares; 2025Q2: 12,299 shares; 2025Q3: 12,265 shares; 2025Q4: 12,375 shares; 2026Q1: 12,196 shares 12,196 $10.9M 0.04% -179 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: 75,616 shares; 2024Q4: 72,745 shares; 2025Q1: 120,523 shares; 2025Q2: 129,065 shares; 2025Q3: 121,068 shares; 2025Q4: 94,767 shares; 2026Q1: 93,500 shares 93,500 $10.8M 0.04% -1,267 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: 27,994 shares; 2024Q4: 28,831 shares; 2025Q1: 28,456 shares; 2025Q2: 10,854 shares; 2025Q3: 11,583 shares; 2025Q4: 29,471 shares; 2026Q1: 37,706 shares 37,706 $10.7M 0.04% +8,235 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: 718,499 shares; 2024Q4: 729,046 shares; 2025Q1: 603,208 shares; 2025Q2: 528,116 shares; 2025Q3: 425,140 shares; 2025Q4: 384,207 shares; 2026Q1: 363,669 shares 363,669 $10.5M 0.04% -20,538 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,727 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232,700 shares; 2025Q4: 235,739 shares; 2026Q1: 119,442 shares 119,442 $10.3M 0.04% -116,297 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,937 shares; 2024Q4: 39,600 shares; 2025Q1: 39,438 shares; 2025Q2: 38,920 shares; 2025Q3: 39,029 shares; 2025Q4: 39,280 shares; 2026Q1: 38,358 shares 38,358 $10.2M 0.04% -922 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,997 shares; 2026Q1: 178,526 shares 178,526 $10.2M 0.04% -27,471 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,181 shares; 2025Q1: 42,268 shares; 2025Q2: 41,511 shares; 2025Q3: 48,943 shares; 2025Q4: 48,297 shares; 2026Q1: 48,655 shares 48,655 $10.2M 0.04% +358 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,219 shares; 2024Q4: 34,822 shares; 2025Q1: 29,816 shares; 2025Q2: 40,868 shares; 2025Q3: 64,392 shares; 2025Q4: 71,852 shares; 2026Q1: 80,795 shares 80,795 $10.1M 0.04% +8,943 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,949 shares; 2024Q4: 38,658 shares; 2025Q1: 35,883 shares; 2025Q2: 34,996 shares; 2025Q3: 35,868 shares; 2025Q4: 74,343 shares; 2026Q1: 75,647 shares 75,647 $10.1M 0.04% +1,304 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,654 shares; 2024Q4: 57,332 shares; 2025Q1: 58,497 shares; 2025Q2: 61,357 shares; 2025Q3: 48,665 shares; 2025Q4: 45,405 shares; 2026Q1: 47,292 shares 47,292 $9.99M 0.04% +1,887 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: 206,460 shares; 2024Q4: 342,885 shares; 2025Q1: 366,127 shares; 2025Q2: 369,275 shares; 2025Q3: 320,683 shares; 2025Q4: 314,083 shares; 2026Q1: 164,026 shares 164,026 $9.95M 0.04% -150,057 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: 152,061 shares; 2024Q4: 147,364 shares; 2025Q1: 86,133 shares; 2025Q2: 81,650 shares; 2025Q3: 93,975 shares; 2025Q4: 156,542 shares; 2026Q1: 162,323 shares 162,323 $9.94M 0.04% +5,781 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,797 shares; 2024Q4: 216,602 shares; 2025Q1: 208,452 shares; 2025Q2: 192,857 shares; 2025Q3: 205,736 shares; 2025Q4: 205,341 shares; 2026Q1: 194,171 shares 194,171 $9.89M 0.04% -11,170 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: 25,640 shares; 2024Q4: 22,362 shares; 2025Q1: 24,919 shares; 2025Q2: 30,069 shares; 2025Q3: 38,479 shares; 2025Q4: 44,431 shares; 2026Q1: 49,587 shares 49,587 $9.87M 0.04% +5,156 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,437 shares; 2024Q4: 93,238 shares; 2025Q1: 113,427 shares; 2025Q2: 102,444 shares; 2025Q3: 100,510 shares; 2025Q4: 87,054 shares; 2026Q1: 100,048 shares 100,048 $9.55M 0.04% +12,994 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,469 shares; 2024Q4: 24,320 shares; 2025Q1: 23,228 shares; 2025Q2: 22,835 shares; 2025Q3: 32,322 shares; 2025Q4: 37,122 shares; 2026Q1: 42,932 shares 42,932 $9.39M 0.04% +5,810 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: 45,662 shares; 2024Q4: 49,425 shares; 2025Q1: 51,413 shares; 2025Q2: 88,710 shares; 2025Q3: 96,536 shares; 2025Q4: 95,059 shares; 2026Q1: 94,087 shares 94,087 $9.32M 0.04% -972 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,908 shares; 2024Q4: 24,491 shares; 2025Q1: 21,610 shares; 2025Q2: 22,812 shares; 2025Q3: 28,306 shares; 2025Q4: 29,174 shares; 2026Q1: 31,792 shares 31,792 $9.31M 0.04% +2,618 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: 2,023 shares; 2024Q4: 14,077 shares; 2025Q1: 6,023 shares; 2025Q2: 94,655 shares; 2025Q3: 94,917 shares; 2025Q4: 95,143 shares; 2026Q1: 100,243 shares 100,243 $9.27M 0.04% +5,100 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,542 shares; 2024Q4: 67,760 shares; 2025Q1: 60,361 shares; 2025Q2: 59,897 shares; 2025Q3: 67,488 shares; 2025Q4: 85,400 shares; 2026Q1: 98,594 shares 98,594 $9.26M 0.04% +13,194 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: 45,974 shares; 2024Q4: 57,154 shares; 2025Q1: 58,674 shares; 2025Q2: 59,649 shares; 2025Q3: 79,126 shares; 2025Q4: 83,165 shares; 2026Q1: 84,465 shares 84,465 $9.25M 0.04% +1,300 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,958 shares; 2024Q4: 378,163 shares; 2025Q1: 299,106 shares; 2025Q2: 512,108 shares; 2025Q3: 497,228 shares; 2025Q4: 375,208 shares; 2026Q1: 355,764 shares 355,764 $9.21M 0.04% -19,444 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: 90,114 shares; 2024Q4: 55,561 shares; 2025Q1: 59,700 shares; 2025Q2: 39,424 shares; 2025Q3: 38,689 shares; 2025Q4: 38,053 shares; 2026Q1: 44,117 shares 44,117 $9.13M 0.04% +6,064 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: not reported; 2024Q4: 121,079 shares; 2025Q1: 120,789 shares; 2025Q2: 118,743 shares; 2025Q3: 103,872 shares; 2025Q4: 110,725 shares; 2026Q1: 109,411 shares 109,411 $8.94M 0.04% -1,314 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: 13 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 11 shares; 2026Q1: 12 shares 12 $8.62M 0.04% +1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,428 shares; 2025Q1: 6,981 shares; 2025Q2: 7,276 shares; 2025Q3: 17,738 shares; 2025Q4: 14,798 shares; 2026Q1: 17,604 shares 17,604 $8.54M 0.04% +2,806 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,686 shares; 2024Q4: 49,638 shares; 2025Q1: 23,473 shares; 2025Q2: 34,125 shares; 2025Q3: 32,866 shares; 2025Q4: 31,266 shares; 2026Q1: 30,255 shares 30,255 $8.48M 0.03% -1,011 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: 61,705 shares; 2024Q4: 63,733 shares; 2025Q1: 63,982 shares; 2025Q2: 68,962 shares; 2025Q3: 72,142 shares; 2025Q4: 91,832 shares; 2026Q1: 99,293 shares 99,293 $8.46M 0.03% +7,461 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414,019 shares; 2024Q4: 2,031,665 shares; 2025Q1: 1,843,380 shares; 2025Q2: 1,826,767 shares; 2025Q3: 1,755,985 shares; 2025Q4: 1,758,432 shares; 2026Q1: 1,870,481 shares 1,870,481 $8.35M 0.03% +112,049 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: 50,183 shares; 2024Q4: 37,830 shares; 2025Q1: 37,608 shares; 2025Q2: 34,427 shares; 2025Q3: 33,753 shares; 2025Q4: 34,285 shares; 2026Q1: 34,308 shares 34,308 $8.32M 0.03% +23 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: 52,801 shares; 2024Q4: 106,190 shares; 2025Q1: 23,125 shares; 2025Q2: 16,446 shares; 2025Q3: 28,769 shares; 2025Q4: 30,771 shares; 2026Q1: 32,501 shares 32,501 $8.06M 0.03% +1,730 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: 105,871 shares; 2024Q4: 111,097 shares; 2025Q1: 121,753 shares; 2025Q2: 119,064 shares; 2025Q3: 83,423 shares; 2025Q4: 135,246 shares; 2026Q1: 94,612 shares 94,612 $7.99M 0.03% -40,634 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: 54,822 shares; 2024Q4: 53,729 shares; 2025Q1: 54,711 shares; 2025Q2: 35,285 shares; 2025Q3: 39,343 shares; 2025Q4: 27,619 shares; 2026Q1: 20,299 shares 20,299 $7.95M 0.03% -7,320 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 94,864 shares; 2025Q1: 134,627 shares; 2025Q2: 136,026 shares; 2025Q3: 198,136 shares; 2025Q4: 210,202 shares; 2026Q1: 158,820 shares 158,820 $7.93M 0.03% -51,382 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: 132,042 shares; 2024Q4: 75,758 shares; 2025Q1: 76,477 shares; 2025Q2: 73,207 shares; 2025Q3: 82,986 shares; 2025Q4: 82,685 shares; 2026Q1: 72,659 shares 72,659 $7.87M 0.03% -10,026 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,184 shares; 2024Q4: 25,222 shares; 2025Q1: 25,288 shares; 2025Q2: 25,185 shares; 2025Q3: 25,049 shares; 2025Q4: 24,605 shares; 2026Q1: 24,059 shares 24,059 $7.74M 0.03% -546 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,442 shares; 2024Q4: 64,859 shares; 2025Q1: 67,911 shares; 2025Q2: 64,567 shares; 2025Q3: 70,104 shares; 2025Q4: 71,026 shares; 2026Q1: 75,805 shares 75,805 $7.64M 0.03% +4,779 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: 35,987 shares; 2024Q4: 34,740 shares; 2025Q1: 34,577 shares; 2025Q2: 36,666 shares; 2025Q3: 37,656 shares; 2025Q4: 35,896 shares; 2026Q1: 121,601 shares 121,601 $7.62M 0.03% +85,705 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,016 shares; 2024Q4: 158,635 shares; 2025Q1: 162,499 shares; 2025Q2: 166,714 shares; 2025Q3: 170,176 shares; 2025Q4: 163,092 shares; 2026Q1: 149,436 shares 149,436 $7.54M 0.03% -13,656 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: 54,416 shares; 2024Q4: 53,330 shares; 2025Q1: 55,352 shares; 2025Q2: 124,966 shares; 2025Q3: 137,284 shares; 2025Q4: 132,709 shares; 2026Q1: 107,902 shares 107,902 $7.35M 0.03% -24,807 Timeline MDA MDA SPACE LTD More: the full row for MDA SPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290,724 shares 290,724 $7.35M 0.03% new Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396,281 shares; 2024Q4: 1,391,719 shares; 2025Q1: 1,552,679 shares; 2025Q2: 1,291,989 shares; 2025Q3: 1,277,885 shares; 2025Q4: 1,286,183 shares; 2026Q1: 1,342,178 shares 1,342,178 $7.24M 0.03% +55,995 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,317 shares; 2024Q4: 181,552 shares; 2025Q1: 187,397 shares; 2025Q2: 228,514 shares; 2025Q3: 210,167 shares; 2025Q4: 180,333 shares; 2026Q1: 175,772 shares 175,772 $7.22M 0.03% -4,561 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,319 shares; 2024Q4: 38,184 shares; 2025Q1: 66,166 shares; 2025Q2: 75,930 shares; 2025Q3: 75,157 shares; 2025Q4: 79,586 shares; 2026Q1: 80,902 shares 80,902 $7.13M 0.03% +1,316 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: 15,563 shares; 2024Q4: 17,916 shares; 2025Q1: 27,774 shares; 2025Q2: 21,900 shares; 2025Q3: 22,333 shares; 2025Q4: 35,283 shares; 2026Q1: 25,303 shares 25,303 $7.07M 0.03% -9,980 Timeline IYW 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: 44,628 shares; 2024Q4: 45,764 shares; 2025Q1: 39,734 shares; 2025Q2: 40,986 shares; 2025Q3: 42,538 shares; 2025Q4: 40,059 shares; 2026Q1: 38,939 shares 38,939 $7.06M 0.03% -1,120 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,955 shares; 2024Q4: 66,913 shares; 2025Q1: 62,614 shares; 2025Q2: 60,878 shares; 2025Q3: 61,236 shares; 2025Q4: 62,182 shares; 2026Q1: 59,566 shares 59,566 $7.06M 0.03% -2,616 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: 37,001 shares; 2024Q4: 46,792 shares; 2025Q1: 49,668 shares; 2025Q2: 47,877 shares; 2025Q3: 44,090 shares; 2025Q4: 39,636 shares; 2026Q1: 42,366 shares 42,366 $7M 0.03% +2,730 Timeline GOVT 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: 321,544 shares; 2024Q4: 365,628 shares; 2025Q1: 376,802 shares; 2025Q2: 372,640 shares; 2025Q3: 256,784 shares; 2025Q4: 261,936 shares; 2026Q1: 304,590 shares 304,590 $6.98M 0.03% +42,654 Timeline MINT 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: 44,898 shares; 2024Q4: 50,349 shares; 2025Q1: 64,655 shares; 2025Q2: 64,692 shares; 2025Q3: 68,602 shares; 2025Q4: 69,908 shares; 2026Q1: 67,711 shares 67,711 $6.81M 0.03% -2,197 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: 77,641 shares; 2024Q4: 70,327 shares; 2025Q1: 74,921 shares; 2025Q2: 67,604 shares; 2025Q3: 62,077 shares; 2025Q4: 57,729 shares; 2026Q1: 49,726 shares 49,726 $6.76M 0.03% -8,003 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: 83,416 shares; 2024Q4: 96,728 shares; 2025Q1: 103,096 shares; 2025Q2: 110,119 shares; 2025Q3: 100,800 shares; 2025Q4: 97,728 shares; 2026Q1: 38,165 shares 38,165 $6.62M 0.03% -59,563 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,687 shares; 2024Q4: 157,880 shares; 2025Q1: 203,076 shares; 2025Q2: 197,376 shares; 2025Q3: 139,085 shares; 2025Q4: 160,749 shares; 2026Q1: 254,600 shares 254,600 $6.62M 0.03% +93,851 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,632 shares; 2025Q2: 32,607 shares; 2025Q3: 35,044 shares; 2025Q4: 42,289 shares; 2026Q1: 46,691 shares 46,691 $6.59M 0.03% +4,402 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,751 shares; 2024Q4: 232,124 shares; 2025Q1: 251,518 shares; 2025Q2: 130,585 shares; 2025Q3: 133,497 shares; 2025Q4: 136,027 shares; 2026Q1: 130,365 shares 130,365 $6.58M 0.03% -5,662 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: 20,501 shares; 2024Q4: 20,475 shares; 2025Q1: 16,682 shares; 2025Q2: 17,602 shares; 2025Q3: 15,356 shares; 2025Q4: 16,042 shares; 2026Q1: 18,474 shares 18,474 $6.58M 0.03% +2,432 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,452 shares; 2024Q4: 105,796 shares; 2025Q1: 47,575 shares; 2025Q2: 41,066 shares; 2025Q3: 48,743 shares; 2025Q4: 105,639 shares; 2026Q1: 100,713 shares 100,713 $6.58M 0.03% -4,926 Timeline VHT 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: 17,256 shares; 2024Q4: 19,314 shares; 2025Q1: 20,801 shares; 2025Q2: 20,880 shares; 2025Q3: 21,495 shares; 2025Q4: 23,191 shares; 2026Q1: 24,134 shares 24,134 $6.57M 0.03% +943 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 22,629 shares; 2025Q2: 23,374 shares; 2025Q3: 25,308 shares; 2025Q4: 56,547 shares; 2026Q1: 59,840 shares 59,840 $6.57M 0.03% +3,293 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,980 shares; 2024Q4: 41,400 shares; 2025Q1: 46,219 shares; 2025Q2: 69,140 shares; 2025Q3: 69,718 shares; 2025Q4: 64,712 shares; 2026Q1: 59,386 shares 59,386 $6.56M 0.03% -5,326 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 8,177 shares; 2025Q1: 8,478 shares; 2025Q2: 8,413 shares; 2025Q3: 6,927 shares; 2025Q4: 14,409 shares; 2026Q1: 129,632 shares 129,632 $6.48M 0.03% +115,223 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,864 shares; 2024Q4: 385,821 shares; 2025Q1: 405,009 shares; 2025Q2: 310,232 shares; 2025Q3: 287,450 shares; 2025Q4: 282,002 shares; 2026Q1: 288,479 shares 288,479 $6.39M 0.03% +6,477 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 584 shares; 2025Q1: 593 shares; 2025Q2: 2,899 shares; 2025Q3: 3,321 shares; 2025Q4: 3,799 shares; 2026Q1: 3,667 shares 3,667 $6.34M 0.03% -132 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,027 shares; 2024Q4: 28,451 shares; 2025Q1: 31,237 shares; 2025Q2: 28,472 shares; 2025Q3: 28,652 shares; 2025Q4: 39,340 shares; 2026Q1: 46,564 shares 46,564 $6.34M 0.03% +7,224 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: 77,822 shares 77,822 $6.23M 0.03% new 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: 68,946 shares; 2024Q4: 78,361 shares; 2025Q1: 80,094 shares; 2025Q2: 73,288 shares; 2025Q3: 67,912 shares; 2025Q4: 69,339 shares; 2026Q1: 64,420 shares 64,420 $6.05M 0.02% -4,919 Timeline IYG 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: 68,356 shares; 2024Q4: 67,289 shares; 2025Q1: 67,143 shares; 2025Q2: 72,676 shares; 2025Q3: 72,683 shares; 2025Q4: 71,802 shares; 2026Q1: 72,468 shares 72,468 $6M 0.02% +666 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 13,229 shares; 2025Q1: 20,424 shares; 2025Q2: 19,264 shares; 2025Q3: 19,210 shares; 2025Q4: 19,815 shares; 2026Q1: 24,938 shares 24,938 $5.98M 0.02% +5,123 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,049 shares; 2025Q4: 309,167 shares; 2026Q1: 307,762 shares 307,762 $5.98M 0.02% -1,405 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,130 shares; 2024Q4: 137,853 shares; 2025Q1: 135,363 shares; 2025Q2: 118,463 shares; 2025Q3: 106,118 shares; 2025Q4: 174,648 shares; 2026Q1: 106,073 shares 106,073 $5.96M 0.02% -68,575 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: 36,634 shares; 2024Q4: 34,835 shares; 2025Q1: 34,325 shares; 2025Q2: 34,091 shares; 2025Q3: 34,270 shares; 2025Q4: 34,733 shares; 2026Q1: 28,578 shares 28,578 $5.93M 0.02% -6,155 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,710 shares; 2025Q1: 29,703 shares; 2025Q2: 30,087 shares; 2025Q3: 30,700 shares; 2025Q4: 67,708 shares; 2026Q1: 42,564 shares 42,564 $5.91M 0.02% -25,144 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,475 shares; 2024Q4: 19,445 shares; 2025Q1: 14,469 shares; 2025Q2: 19,609 shares; 2025Q3: 22,277 shares; 2025Q4: 21,774 shares; 2026Q1: 20,308 shares 20,308 $5.83M 0.02% -1,466 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 15,910 shares; 2025Q1: 29,457 shares; 2025Q2: 33,183 shares; 2025Q3: 34,359 shares; 2025Q4: 18,362 shares; 2026Q1: 20,052 shares 20,052 $5.82M 0.02% +1,690 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,980 shares; 2024Q4: 60,904 shares; 2025Q1: 61,664 shares; 2025Q2: 76,773 shares; 2025Q3: 68,130 shares; 2025Q4: 72,249 shares; 2026Q1: 72,337 shares 72,337 $5.73M 0.02% +88 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848,536 shares; 2024Q4: 581,325 shares; 2025Q1: 328,041 shares; 2025Q2: 317,231 shares; 2025Q3: 219,933 shares; 2025Q4: 246,564 shares; 2026Q1: 440,947 shares 440,947 $5.73M 0.02% +194,383 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: 10,240 shares; 2024Q4: 15,869 shares; 2025Q1: 19,217 shares; 2025Q2: 22,480 shares; 2025Q3: 23,547 shares; 2025Q4: 37,529 shares; 2026Q1: 37,703 shares 37,703 $5.67M 0.02% +174 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,719 shares; 2024Q4: 399,937 shares; 2025Q1: 342,100 shares; 2025Q2: 296,650 shares; 2025Q3: 309,397 shares; 2025Q4: 455,672 shares; 2026Q1: 273,351 shares 273,351 $5.66M 0.02% -182,321 Timeline IHAK 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: 4,152 shares; 2025Q1: 4,839 shares; 2025Q2: 135,726 shares; 2025Q3: 153,529 shares; 2025Q4: 165,997 shares; 2026Q1: 129,465 shares 129,465 $5.65M 0.02% -36,532 Timeline REMX 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: 5,244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,976 shares; 2025Q3: 9,216 shares; 2025Q4: 9,429 shares; 2026Q1: 64,048 shares 64,048 $5.64M 0.02% +54,619 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,888 shares; 2024Q4: 78,754 shares; 2025Q1: 76,078 shares; 2025Q2: 82,008 shares; 2025Q3: 68,326 shares; 2025Q4: 131,581 shares; 2026Q1: 95,644 shares 95,644 $5.6M 0.02% -35,937 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 237,986 shares 237,986 $5.59M 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,100 shares; 2024Q4: 47,610 shares; 2025Q1: 48,982 shares; 2025Q2: 48,737 shares; 2025Q3: 50,181 shares; 2025Q4: 49,713 shares; 2026Q1: 46,731 shares 46,731 $5.58M 0.02% -2,982 Timeline STRATEGY INC STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,093 shares 66,093 $5.55M 0.02% new 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: 11,352 shares; 2024Q4: 9,827 shares; 2025Q1: 10,112 shares; 2025Q2: 9,545 shares; 2025Q3: 9,730 shares; 2025Q4: 10,497 shares; 2026Q1: 11,036 shares 11,036 $5.47M 0.02% +539 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,553 shares; 2024Q4: 32,998 shares; 2025Q1: 33,726 shares; 2025Q2: 35,023 shares; 2025Q3: 33,808 shares; 2025Q4: 34,920 shares; 2026Q1: 35,025 shares 35,025 $5.45M 0.02% +105 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 14,807 shares; 2025Q1: 29,031 shares; 2025Q2: 15,260 shares; 2025Q3: 16,627 shares; 2025Q4: 16,657 shares; 2026Q1: 38,492 shares 38,492 $5.4M 0.02% +21,835 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,906 shares; 2024Q4: 191,803 shares; 2025Q1: 196,261 shares; 2025Q2: 203,774 shares; 2025Q3: 209,018 shares; 2025Q4: 195,019 shares; 2026Q1: 192,530 shares 192,530 $5.38M 0.02% -2,489 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,254 shares; 2024Q4: 31,794 shares; 2025Q1: 34,732 shares; 2025Q2: 34,880 shares; 2025Q3: 36,520 shares; 2025Q4: 39,430 shares; 2026Q1: 33,187 shares 33,187 $5.37M 0.02% -6,243 Timeline EZU 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: 124,213 shares; 2024Q4: 117,407 shares; 2025Q1: 152,491 shares; 2025Q2: 123,169 shares; 2025Q3: 117,011 shares; 2025Q4: 91,688 shares; 2026Q1: 85,429 shares 85,429 $5.35M 0.02% -6,259 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: 5,326 shares; 2024Q4: 5,597 shares; 2025Q1: 7,482 shares; 2025Q2: 8,320 shares; 2025Q3: 10,750 shares; 2025Q4: 17,411 shares; 2026Q1: 11,180 shares 11,180 $5.18M 0.02% -6,231 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: 24,613 shares; 2024Q4: 29,832 shares; 2025Q1: 33,277 shares; 2025Q2: 34,070 shares; 2025Q3: 35,531 shares; 2025Q4: 36,773 shares; 2026Q1: 33,828 shares 33,828 $5.12M 0.02% -2,945 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,260 shares; 2024Q4: 63,776 shares; 2025Q1: 67,545 shares; 2025Q2: 55,354 shares; 2025Q3: 66,845 shares; 2025Q4: 57,349 shares; 2026Q1: 53,485 shares 53,485 $5.07M 0.02% -3,864 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: 55,178 shares; 2024Q4: 62,574 shares; 2025Q1: 37,519 shares; 2025Q2: 38,969 shares; 2025Q3: 37,412 shares; 2025Q4: 37,218 shares; 2026Q1: 38,224 shares 38,224 $4.88M 0.02% +1,006 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: 20,669 shares; 2024Q4: 21,295 shares; 2025Q1: 23,151 shares; 2025Q2: 22,917 shares; 2025Q3: 25,992 shares; 2025Q4: 24,127 shares; 2026Q1: 19,634 shares 19,634 $4.85M 0.02% -4,493 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,768 shares; 2025Q2: 79,598 shares; 2025Q3: 81,993 shares; 2025Q4: 89,441 shares; 2026Q1: 94,045 shares 94,045 $4.82M 0.02% +4,604 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,421 shares; 2024Q4: 26,349 shares; 2025Q1: 25,795 shares; 2025Q2: 28,839 shares; 2025Q3: 63,243 shares; 2025Q4: 58,844 shares; 2026Q1: 50,996 shares 50,996 $4.77M 0.02% -7,848 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 6,680 shares; 2025Q1: 6,714 shares; 2025Q2: 7,621 shares; 2025Q3: 8,847 shares; 2025Q4: 8,319 shares; 2026Q1: 8,816 shares 8,816 $4.74M 0.02% +497 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: 29,266 shares; 2024Q4: 29,655 shares; 2025Q1: 29,263 shares; 2025Q2: 21,062 shares; 2025Q3: 27,695 shares; 2025Q4: 29,787 shares; 2026Q1: 22,025 shares 22,025 $4.58M 0.02% -7,762 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: 14,621 shares; 2024Q4: 13,747 shares; 2025Q1: 10,037 shares; 2025Q2: 10,424 shares; 2025Q3: 13,791 shares; 2025Q4: 12,032 shares; 2026Q1: 13,309 shares 13,309 $4.57M 0.02% +1,277 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,564 shares; 2024Q4: 23,106 shares; 2025Q1: 19,553 shares; 2025Q2: 13,112 shares; 2025Q3: 10,658 shares; 2025Q4: 9,778 shares; 2026Q1: 12,657 shares 12,657 $4.54M 0.02% +2,879 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: 11,385 shares; 2024Q4: 25,984 shares; 2025Q1: 12,493 shares; 2025Q2: 18,908 shares; 2025Q3: 27,348 shares; 2025Q4: 30,182 shares; 2026Q1: 35,278 shares 35,278 $4.46M 0.02% +5,096 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,875 shares; 2024Q4: 85,797 shares; 2025Q1: 77,760 shares; 2025Q2: 68,780 shares; 2025Q3: 66,636 shares; 2025Q4: 64,960 shares; 2026Q1: 77,922 shares 77,922 $4.42M 0.02% +12,962 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: 49,253 shares; 2024Q4: 52,404 shares; 2025Q1: 53,940 shares; 2025Q2: 55,290 shares; 2025Q3: 56,059 shares; 2025Q4: 57,448 shares; 2026Q1: 71,160 shares 71,160 $4.41M 0.02% +13,712 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,333 shares; 2024Q4: 18,837 shares; 2025Q1: 19,190 shares; 2025Q2: 18,859 shares; 2025Q3: 19,548 shares; 2025Q4: 20,176 shares; 2026Q1: 20,088 shares 20,088 $4.36M 0.02% -88 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,228 shares; 2025Q4: 43,284 shares; 2026Q1: 57,357 shares 57,357 $4.34M 0.02% +14,073 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,683 shares; 2024Q4: 190,154 shares; 2025Q1: 169,870 shares; 2025Q2: 172,658 shares; 2025Q3: 179,571 shares; 2025Q4: 81,152 shares; 2026Q1: 74,706 shares 74,706 $4.31M 0.02% -6,446 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 44,303 shares; 2025Q1: 44,462 shares; 2025Q2: 43,559 shares; 2025Q3: 59,575 shares; 2025Q4: 59,925 shares; 2026Q1: 56,301 shares 56,301 $4.28M 0.02% -3,624 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: 202,793 shares; 2024Q4: 316,728 shares; 2025Q1: 321,782 shares; 2025Q2: 311,958 shares; 2025Q3: 186,973 shares; 2025Q4: 201,581 shares; 2026Q1: 90,148 shares 90,148 $4.24M 0.02% -111,433 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 36,470 shares; 2026Q1: 33,506 shares 33,506 $4.22M 0.02% -2,964 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: 1,328 shares; 2025Q2: 1,869 shares; 2025Q3: 2,219 shares; 2025Q4: 10,389 shares; 2026Q1: 9,857 shares 9,857 $4.19M 0.02% -532 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: 7,717 shares; 2024Q4: 7,691 shares; 2025Q1: 7,294 shares; 2025Q2: 7,692 shares; 2025Q3: 9,289 shares; 2025Q4: 9,251 shares; 2026Q1: 9,824 shares 9,824 $4.18M 0.02% +573 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 91,472 shares; 2025Q1: 197,867 shares; 2025Q2: 210,311 shares; 2025Q3: 183,818 shares; 2025Q4: 173,934 shares; 2026Q1: 199,446 shares 199,446 $4.16M 0.02% +25,512 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,653 shares; 2024Q4: 42,016 shares; 2025Q1: 40,900 shares; 2025Q2: 41,784 shares; 2025Q3: 44,202 shares; 2025Q4: 63,494 shares; 2026Q1: 75,817 shares 75,817 $4.13M 0.02% +12,323 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,148 shares; 2024Q4: 81,978 shares; 2025Q1: 79,733 shares; 2025Q2: 66,206 shares; 2025Q3: 65,403 shares; 2025Q4: 78,948 shares; 2026Q1: 75,564 shares 75,564 $4.12M 0.02% -3,384 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 14,262 shares; 2025Q1: 14,411 shares; 2025Q2: 14,403 shares; 2025Q3: 14,362 shares; 2025Q4: 14,382 shares; 2026Q1: 14,273 shares 14,273 $4.09M 0.02% -109 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,812 shares; 2025Q1: 35,559 shares; 2025Q2: 60,134 shares; 2025Q3: 58,298 shares; 2025Q4: 53,842 shares; 2026Q1: 43,969 shares 43,969 $4.08M 0.02% -9,873 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: 9,570 shares; 2024Q4: 8,343 shares; 2025Q1: 8,826 shares; 2025Q2: 6,761 shares; 2025Q3: 10,076 shares; 2025Q4: 10,133 shares; 2026Q1: 26,696 shares 26,696 $4.03M 0.02% +16,563 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,738 shares; 2025Q4: 82,360 shares; 2026Q1: 77,650 shares 77,650 $4.02M 0.02% -4,710 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,495 shares; 2025Q1: 4,383 shares; 2025Q2: 1,359 shares; 2025Q3: 19,051 shares; 2025Q4: 27,211 shares; 2026Q1: 26,780 shares 26,780 $4.02M 0.02% -431 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,081 shares; 2024Q4: 175,224 shares; 2025Q1: 110,081 shares; 2025Q2: 25,081 shares; 2025Q3: 31,600 shares; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000 $4M 0.02% new 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: 81,991 shares; 2024Q4: 81,358 shares; 2025Q1: 102,099 shares; 2025Q2: 100,369 shares; 2025Q3: 94,815 shares; 2025Q4: 94,208 shares; 2026Q1: 38,886 shares 38,886 $3.99M 0.02% -55,322 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: 57,957 shares; 2024Q4: 55,132 shares; 2025Q1: 57,417 shares; 2025Q2: 55,572 shares; 2025Q3: 63,374 shares; 2025Q4: 56,964 shares; 2026Q1: 55,906 shares 55,906 $3.95M 0.02% -1,058 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: 2,178 shares; 2024Q4: 22,989 shares; 2025Q1: 23,009 shares; 2025Q2: 22,491 shares; 2025Q3: 22,746 shares; 2025Q4: 46,406 shares; 2026Q1: 21,919 shares 21,919 $3.93M 0.02% -24,487 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413,957 shares; 2024Q4: 1,927,107 shares; 2025Q1: 1,780,044 shares; 2025Q2: 878,597 shares; 2025Q3: 787,605 shares; 2025Q4: 684,990 shares; 2026Q1: 642,520 shares 642,520 $3.93M 0.02% -42,470 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,127 shares; 2025Q3: 35,987 shares; 2025Q4: 35,162 shares; 2026Q1: 53,600 shares 53,600 $3.9M 0.02% +18,438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,484 shares; 2026Q1: 51,325 shares 51,325 $3.87M 0.02% -3,159 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,408 shares; 2024Q4: 24,078 shares; 2025Q1: 40,726 shares; 2025Q2: 40,066 shares; 2025Q3: 38,252 shares; 2025Q4: 37,466 shares; 2026Q1: 38,506 shares 38,506 $3.86M 0.02% +1,040 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,788 shares; 2024Q4: 23,397 shares; 2025Q1: 23,833 shares; 2025Q2: 35,605 shares; 2025Q3: 45,665 shares; 2025Q4: 49,341 shares; 2026Q1: 51,237 shares 51,237 $3.85M 0.02% +1,896 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 9,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,122 shares; 2026Q1: 26,379 shares 26,379 $3.83M 0.02% -1,743 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: 13,068 shares; 2024Q4: 16,283 shares; 2025Q1: 15,917 shares; 2025Q2: 14,352 shares; 2025Q3: 15,725 shares; 2025Q4: 3,191 shares; 2026Q1: 68,112 shares 68,112 $3.8M 0.02% +64,921 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,717 shares; 2024Q4: 126,325 shares; 2025Q1: 139,844 shares; 2025Q2: 193,978 shares; 2025Q3: 181,451 shares; 2025Q4: 183,529 shares; 2026Q1: 173,427 shares 173,427 $3.79M 0.02% -10,102 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: 155,500 shares; 2024Q4: 146,796 shares; 2025Q1: 131,833 shares; 2025Q2: 125,733 shares; 2025Q3: 96,923 shares; 2025Q4: 104,737 shares; 2026Q1: 85,803 shares 85,803 $3.79M 0.02% -18,934 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,806 shares; 2025Q4: 73,077 shares; 2026Q1: 71,559 shares 71,559 $3.77M 0.02% -1,518 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: 196,573 shares; 2024Q4: 202,825 shares; 2025Q1: 212,115 shares; 2025Q2: 190,734 shares; 2025Q3: 212,271 shares; 2025Q4: 213,213 shares; 2026Q1: 217,433 shares 217,433 $3.75M 0.02% +4,220 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: 107,357 shares; 2024Q4: 108,238 shares; 2025Q1: 108,809 shares; 2025Q2: 112,409 shares; 2025Q3: 78,516 shares; 2025Q4: 62,208 shares; 2026Q1: 38,092 shares 38,092 $3.75M 0.02% -24,116 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,380 shares; 2024Q4: 122,474 shares; 2025Q1: 112,354 shares; 2025Q2: 110,406 shares; 2025Q3: 89,412 shares; 2025Q4: 78,569 shares; 2026Q1: 77,862 shares 77,862 $3.74M 0.02% -707 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,688 shares; 2025Q3: 44,097 shares; 2025Q4: 52,197 shares; 2026Q1: 147,143 shares 147,143 $3.69M 0.02% +94,946 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,609 shares; 2024Q4: 230,479 shares; 2025Q1: 274,595 shares; 2025Q2: 364,172 shares; 2025Q3: 428,883 shares; 2025Q4: 437,492 shares; 2026Q1: 443,231 shares 443,231 $3.69M 0.02% +5,739 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: 3,215 shares; 2024Q4: 11,151 shares; 2025Q1: 9,139 shares; 2025Q2: 17,830 shares; 2025Q3: 18,850 shares; 2025Q4: 37,452 shares; 2026Q1: 26,660 shares 26,660 $3.69M 0.02% -10,792 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,943 shares 60,943 $3.68M 0.02% new 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: 162,849 shares; 2024Q4: 44,018 shares; 2025Q1: 34,788 shares; 2025Q2: 47,353 shares; 2025Q3: 54,843 shares; 2025Q4: 59,027 shares; 2026Q1: 64,362 shares 64,362 $3.65M 0.01% +5,335 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: 15,760 shares; 2024Q4: 15,794 shares; 2025Q1: 14,989 shares; 2025Q2: 15,093 shares; 2025Q3: 15,683 shares; 2025Q4: 52,474 shares; 2026Q1: 57,982 shares 57,982 $3.64M 0.01% +5,508 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,939 shares; 2025Q2: 14,342 shares; 2025Q3: 15,360 shares; 2025Q4: 15,379 shares; 2026Q1: 14,533 shares 14,533 $3.63M 0.01% -846 Timeline IEV 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: 61,404 shares; 2024Q4: 65,515 shares; 2025Q1: 73,539 shares; 2025Q2: 48,296 shares; 2025Q3: 46,291 shares; 2025Q4: 44,210 shares; 2026Q1: 52,994 shares 52,994 $3.6M 0.01% +8,784 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 64,888 shares; 2025Q4: 76,931 shares; 2026Q1: 104,788 shares 104,788 $3.59M 0.01% +27,857 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,551 shares; 2025Q1: 1,563 shares; 2025Q2: 1,657 shares; 2025Q3: 1,705 shares; 2025Q4: 1,698 shares; 2026Q1: 1,055 shares 1,055 $3.56M 0.01% -643 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: 96,370 shares; 2024Q4: 89,035 shares; 2025Q1: 77,317 shares; 2025Q2: 97,210 shares; 2025Q3: 84,194 shares; 2025Q4: 88,959 shares; 2026Q1: 53,960 shares 53,960 $3.56M 0.01% -34,999 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,047 shares; 2024Q4: 179,573 shares; 2025Q1: 245,251 shares; 2025Q2: 251,668 shares; 2025Q3: 179,900 shares; 2025Q4: 206,901 shares; 2026Q1: 116,438 shares 116,438 $3.53M 0.01% -90,463 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,728 shares; 2024Q4: 34,148 shares; 2025Q1: 33,046 shares; 2025Q2: 42,127 shares; 2025Q3: 41,018 shares; 2025Q4: 34,078 shares; 2026Q1: 40,129 shares 40,129 $3.48M 0.01% +6,051 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,693 shares; 2025Q4: 29,867 shares; 2026Q1: 30,011 shares 30,011 $3.47M 0.01% +144 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 4,290 shares; 2025Q1: 13,811 shares; 2025Q2: 13,706 shares; 2025Q3: 14,202 shares; 2025Q4: 15,030 shares; 2026Q1: 15,695 shares 15,695 $3.44M 0.01% +665 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: 40,453 shares; 2024Q4: 34,312 shares; 2025Q1: 32,529 shares; 2025Q2: 27,756 shares; 2025Q3: 28,855 shares; 2025Q4: 28,976 shares; 2026Q1: 36,905 shares 36,905 $3.43M 0.01% +7,929 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: 1,825 shares; 2025Q4: 2,369 shares; 2026Q1: 4,790 shares 4,790 $3.37M 0.01% +2,421 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,879 shares; 2024Q4: 20,588 shares; 2025Q1: 19,374 shares; 2025Q2: 15,481 shares; 2025Q3: 18,294 shares; 2025Q4: 75,540 shares; 2026Q1: 75,917 shares 75,917 $3.36M 0.01% +377 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,111 shares; 2024Q4: 11,863 shares; 2025Q1: 9,588 shares; 2025Q2: 9,290 shares; 2025Q3: 9,698 shares; 2025Q4: 9,988 shares; 2026Q1: 10,178 shares 10,178 $3.35M 0.01% +190 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: 9,894 shares; 2024Q4: 10,670 shares; 2025Q1: 8,840 shares; 2025Q2: 9,231 shares; 2025Q3: 9,565 shares; 2025Q4: 12,633 shares; 2026Q1: 10,329 shares 10,329 $3.33M 0.01% -2,304 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 30,191 shares; 2025Q1: 31,548 shares; 2025Q2: 32,587 shares; 2025Q3: 49,043 shares; 2025Q4: 51,736 shares; 2026Q1: 54,189 shares 54,189 $3.31M 0.01% +2,453 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,546 shares; 2024Q4: 262,331 shares; 2025Q1: 269,862 shares; 2025Q2: 303,008 shares; 2025Q3: 306,193 shares; 2025Q4: 178,818 shares; 2026Q1: 125,519 shares 125,519 $3.3M 0.01% -53,299 Timeline PHO 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: 49,999 shares; 2024Q4: 48,977 shares; 2025Q1: 49,672 shares; 2025Q2: 49,083 shares; 2025Q3: 48,665 shares; 2025Q4: 48,691 shares; 2026Q1: 49,397 shares 49,397 $3.3M 0.01% +706 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,896 shares; 2025Q2: 8,892 shares; 2025Q3: 8,873 shares; 2025Q4: 8,276 shares; 2026Q1: 9,514 shares 9,514 $3.27M 0.01% +1,238 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,464 shares; 2025Q1: 40,544 shares; 2025Q2: 42,258 shares; 2025Q3: 42,365 shares; 2025Q4: 42,603 shares; 2026Q1: 42,498 shares 42,498 $3.27M 0.01% -105 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: 3,862 shares; 2024Q4: 3,417 shares; 2025Q1: 3,055 shares; 2025Q2: 2,795 shares; 2025Q3: 2,739 shares; 2025Q4: 13,000 shares; 2026Q1: 13,741 shares 13,741 $3.25M 0.01% +741 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: 26,470 shares; 2024Q4: 30,681 shares; 2025Q1: 32,084 shares; 2025Q2: 32,562 shares; 2025Q3: 52,770 shares; 2025Q4: 44,780 shares; 2026Q1: 43,884 shares 43,884 $3.23M 0.01% -896 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,378 shares 18,378 $3.2M 0.01% new 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: 36,554 shares; 2024Q4: 35,982 shares; 2025Q1: 53,584 shares; 2025Q2: 34,940 shares; 2025Q3: 35,499 shares; 2025Q4: 34,155 shares; 2026Q1: 35,125 shares 35,125 $3.18M 0.01% +970 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,981 shares; 2024Q4: 32,647 shares; 2025Q1: 31,254 shares; 2025Q2: 22,574 shares; 2025Q3: 23,271 shares; 2025Q4: 19,121 shares; 2026Q1: 20,149 shares 20,149 $3.17M 0.01% +1,028 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 8,340 shares; 2025Q1: 9,760 shares; 2025Q2: 10,021 shares; 2025Q3: 8,113 shares; 2025Q4: 8,237 shares; 2026Q1: 7,597 shares 7,597 $3.17M 0.01% -640 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: 7,689 shares; 2024Q4: 5,574 shares; 2025Q1: 4,267 shares; 2025Q2: 3,274 shares; 2025Q3: 3,254 shares; 2025Q4: 4,188 shares; 2026Q1: 4,330 shares 4,330 $3.15M 0.01% +142 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 6,316 shares; 2025Q1: 18,271 shares; 2025Q2: 6,573 shares; 2025Q3: 6,542 shares; 2025Q4: 27,835 shares; 2026Q1: 21,468 shares 21,468 $3.14M 0.01% -6,367 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 9,903 shares; 2025Q1: 9,733 shares; 2025Q2: 9,221 shares; 2025Q3: 12,219 shares; 2025Q4: 14,306 shares; 2026Q1: 20,536 shares 20,536 $3.11M 0.01% +6,230 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: 20,970 shares; 2024Q4: 27,702 shares; 2025Q1: 27,968 shares; 2025Q2: 28,356 shares; 2025Q3: 22,810 shares; 2025Q4: 23,046 shares; 2026Q1: 20,812 shares 20,812 $3.08M 0.01% -2,234 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 13,919 shares; 2025Q1: 14,723 shares; 2025Q2: 14,779 shares; 2025Q3: 14,931 shares; 2025Q4: 15,932 shares; 2026Q1: 17,486 shares 17,486 $3.07M 0.01% +1,554 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,698 shares; 2025Q1: 190,636 shares; 2025Q2: 156,621 shares; 2025Q3: 199,381 shares; 2025Q4: 199,954 shares; 2026Q1: 192,116 shares 192,116 $3.06M 0.01% -7,838 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,885 shares; 2024Q4: 43,528 shares; 2025Q1: 35,423 shares; 2025Q2: 35,421 shares; 2025Q3: 39,387 shares; 2025Q4: 14,981 shares; 2026Q1: 166,183 shares 166,183 $3.05M 0.01% +151,202 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: 18,019 shares; 2024Q4: 6,674 shares; 2025Q1: 6,001 shares; 2025Q2: 5,385 shares; 2025Q3: 6,705 shares; 2025Q4: 14,065 shares; 2026Q1: 14,051 shares 14,051 $3.04M 0.01% -14 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: 4,707 shares; 2024Q4: 4,963 shares; 2025Q1: 4,950 shares; 2025Q2: 5,410 shares; 2025Q3: 4,992 shares; 2025Q4: 5,854 shares; 2026Q1: 7,001 shares 7,001 $3.03M 0.01% +1,147 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,091 shares; 2024Q4: 14,785 shares; 2025Q1: 30,193 shares; 2025Q2: 37,747 shares; 2025Q3: 35,969 shares; 2025Q4: 31,727 shares; 2026Q1: 38,346 shares 38,346 $2.99M 0.01% +6,619 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,842 shares; 2024Q4: 140,535 shares; 2025Q1: 234,289 shares; 2025Q2: 240,107 shares; 2025Q3: 806,214 shares; 2025Q4: 809,478 shares; 2026Q1: 832,073 shares 832,073 $2.94M 0.01% +22,595 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 16,749 shares; 2025Q1: 225,621 shares; 2025Q2: 249,893 shares; 2025Q3: 240,956 shares; 2025Q4: 244,117 shares; 2026Q1: 259,549 shares 259,549 $2.93M 0.01% +15,432 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,479 shares; 2024Q4: 29,697 shares; 2025Q1: 24,825 shares; 2025Q2: 30,249 shares; 2025Q3: 28,757 shares; 2025Q4: 30,616 shares; 2026Q1: 71,054 shares 71,054 $2.91M 0.01% +40,438 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: 6,708 shares; 2024Q4: 11,653 shares; 2025Q1: 12,377 shares; 2025Q2: 11,945 shares; 2025Q3: 11,945 shares; 2025Q4: 12,049 shares; 2026Q1: 13,698 shares 13,698 $2.89M 0.01% +1,649 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 35,056 shares; 2025Q1: 29,890 shares; 2025Q2: 62,921 shares; 2025Q3: 62,216 shares; 2025Q4: 64,298 shares; 2026Q1: 61,811 shares 61,811 $2.87M 0.01% -2,487 Timeline RSPD 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: 38,687 shares; 2024Q4: 38,518 shares; 2025Q1: 42,478 shares; 2025Q2: 51,552 shares; 2025Q3: 49,764 shares; 2025Q4: 53,543 shares; 2026Q1: 53,332 shares 53,332 $2.85M 0.01% -211 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 542 shares; 2025Q1: 937 shares; 2025Q2: 27,359 shares; 2025Q3: 28,916 shares; 2025Q4: 33,826 shares; 2026Q1: 30,863 shares 30,863 $2.85M 0.01% -2,963 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: 4,840 shares; 2024Q4: 8,233 shares; 2025Q1: 6,122 shares; 2025Q2: 6,805 shares; 2025Q3: 6,300 shares; 2025Q4: 6,040 shares; 2026Q1: 21,578 shares 21,578 $2.85M 0.01% +15,538 Timeline EWC 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: 42,814 shares; 2024Q4: 43,180 shares; 2025Q1: 127,560 shares; 2025Q2: 126,988 shares; 2025Q3: 66,813 shares; 2025Q4: 60,631 shares; 2026Q1: 51,904 shares 51,904 $2.84M 0.01% -8,727 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 20,113 shares; 2025Q1: 20,979 shares; 2025Q2: 21,918 shares; 2025Q3: 21,353 shares; 2025Q4: 21,013 shares; 2026Q1: 20,924 shares 20,924 $2.84M 0.01% -89 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: 13,363 shares; 2024Q4: 14,527 shares; 2025Q1: 28,081 shares; 2025Q2: 30,228 shares; 2025Q3: 32,021 shares; 2025Q4: 34,445 shares; 2026Q1: 23,937 shares 23,937 $2.84M 0.01% -10,508 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: 58,969 shares; 2024Q4: 39,059 shares; 2025Q1: 38,508 shares; 2025Q2: 38,404 shares; 2025Q3: 38,457 shares; 2025Q4: 38,701 shares; 2026Q1: 39,488 shares 39,488 $2.82M 0.01% +787 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,898 shares; 2024Q4: 61,695 shares; 2025Q1: 79,510 shares; 2025Q2: 84,568 shares; 2025Q3: 88,947 shares; 2025Q4: 83,893 shares; 2026Q1: 39,957 shares 39,957 $2.8M 0.01% -43,936 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,561 shares; 2025Q2: 31,870 shares; 2025Q3: 33,117 shares; 2025Q4: 33,913 shares; 2026Q1: 33,903 shares 33,903 $2.8M 0.01% -10 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: 76,400 shares; 2024Q4: 72,152 shares; 2025Q1: 69,035 shares; 2025Q2: 58,089 shares; 2025Q3: 52,107 shares; 2025Q4: 49,359 shares; 2026Q1: 49,891 shares 49,891 $2.75M 0.01% +532 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,562 shares; 2024Q4: 130,791 shares; 2025Q1: 164,437 shares; 2025Q2: 187,475 shares; 2025Q3: 159,010 shares; 2025Q4: 141,103 shares; 2026Q1: 145,978 shares 145,978 $2.73M 0.01% +4,875 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,931 shares; 2026Q1: 98,524 shares 98,524 $2.72M 0.01% +60,593 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 3,256 shares; 2025Q2: 2,860 shares; 2025Q3: 4,197 shares; 2025Q4: 13,400 shares; 2026Q1: 6,798 shares 6,798 $2.71M 0.01% -6,602 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: 18,045 shares; 2024Q4: 18,471 shares; 2025Q1: 19,069 shares; 2025Q2: 18,407 shares; 2025Q3: 5,014 shares; 2025Q4: 4,673 shares; 2026Q1: 9,328 shares 9,328 $2.68M 0.01% +4,655 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: 89,830 shares; 2024Q4: 88,503 shares; 2025Q1: 121,608 shares; 2025Q2: 124,903 shares; 2025Q3: 112,687 shares; 2025Q4: 80,363 shares; 2026Q1: 79,255 shares 79,255 $2.66M 0.01% -1,108 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 5,948 shares; 2025Q1: 5,638 shares; 2025Q2: 5,777 shares; 2025Q3: 6,413 shares; 2025Q4: 6,648 shares; 2026Q1: 5,522 shares 5,522 $2.61M 0.01% -1,126 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: 22,379 shares; 2024Q4: 23,093 shares; 2025Q1: 25,412 shares; 2025Q2: 29,271 shares; 2025Q3: 38,501 shares; 2025Q4: 30,070 shares; 2026Q1: 30,051 shares 30,051 $2.61M 0.01% -19 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,782 shares; 2024Q4: 73,536 shares; 2025Q1: 28,325 shares; 2025Q2: 132,377 shares; 2025Q3: 236,084 shares; 2025Q4: 246,607 shares; 2026Q1: 222,461 shares 222,461 $2.58M 0.01% -24,146 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS 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: 43,519 shares 43,519 $2.58M 0.01% new 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: 9,282 shares; 2024Q4: 9,982 shares; 2025Q1: 10,335 shares; 2025Q2: 9,887 shares; 2025Q3: 11,222 shares; 2025Q4: 11,181 shares; 2026Q1: 9,779 shares 9,779 $2.56M 0.01% -1,402 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,962 shares; 2024Q4: 472,658 shares; 2025Q1: 458,084 shares; 2025Q2: 459,571 shares; 2025Q3: 462,353 shares; 2025Q4: 456,321 shares; 2026Q1: 454,585 shares 454,585 $2.55M 0.01% -1,736 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,705 shares; 2025Q1: 3,699 shares; 2025Q2: 12,690 shares; 2025Q3: 18,164 shares; 2025Q4: 15,185 shares; 2026Q1: 14,225 shares 14,225 $2.54M 0.01% -960 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: 49,714 shares; 2024Q4: 50,522 shares; 2025Q1: 45,253 shares; 2025Q2: 52,912 shares; 2025Q3: 48,536 shares; 2025Q4: 33,738 shares; 2026Q1: 34,652 shares 34,652 $2.53M 0.01% +914 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,851 shares; 2024Q4: 58,286 shares; 2025Q1: 54,807 shares; 2025Q2: 48,974 shares; 2025Q3: 50,812 shares; 2025Q4: 43,860 shares; 2026Q1: 37,356 shares 37,356 $2.52M 0.01% -6,504 Timeline VOX 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: 10,657 shares; 2024Q4: 8,567 shares; 2025Q1: 9,489 shares; 2025Q2: 13,060 shares; 2025Q3: 12,035 shares; 2025Q4: 13,880 shares; 2026Q1: 14,029 shares 14,029 $2.52M 0.01% +149 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 15,392 shares; 2025Q1: 15,042 shares; 2025Q2: 16,147 shares; 2025Q3: 32,759 shares; 2025Q4: 35,553 shares; 2026Q1: 36,231 shares 36,231 $2.51M 0.01% +678 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 10,195 shares; 2025Q1: 10,663 shares; 2025Q2: 9,810 shares; 2025Q3: 10,257 shares; 2025Q4: 10,246 shares; 2026Q1: 23,675 shares 23,675 $2.49M 0.01% +13,429 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 9,021 shares; 2025Q1: 9,054 shares; 2025Q2: 8,952 shares; 2025Q3: 8,878 shares; 2025Q4: 8,899 shares; 2026Q1: 7,632 shares 7,632 $2.43M 0.01% -1,267 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: 207,776 shares; 2024Q4: 226,106 shares; 2025Q1: 244,143 shares; 2025Q2: 365,040 shares; 2025Q3: 282,450 shares; 2025Q4: 358,462 shares; 2026Q1: 464,061 shares 464,061 $2.4M 0.01% +105,599 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 805 shares; 2025Q1: 1,076 shares; 2025Q2: 1,168 shares; 2025Q3: 1,190 shares; 2025Q4: 1,219 shares; 2026Q1: 1,251 shares 1,251 $2.39M 0.01% +32 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 15,151 shares; 2025Q1: 15,972 shares; 2025Q2: 17,597 shares; 2025Q3: 17,802 shares; 2025Q4: 16,066 shares; 2026Q1: 13,800 shares 13,800 $2.37M 0.01% -2,266 Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,041 shares 101,041 $2.36M 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,403 shares; 2024Q4: 93,704 shares; 2025Q1: 98,777 shares; 2025Q2: 95,438 shares; 2025Q3: 95,933 shares; 2025Q4: 40,976 shares; 2026Q1: 45,671 shares 45,671 $2.35M 0.01% +4,695 Timeline JCAP JEFFERSON CAPITAL INC More: the full row for JEFFERSON CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,901 shares 121,901 $2.34M 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 5,166 shares; 2025Q1: 5,251 shares; 2025Q2: 5,990 shares; 2025Q3: 5,685 shares; 2025Q4: 5,738 shares; 2026Q1: 5,080 shares 5,080 $2.34M 0.01% -658 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,103 shares; 2024Q4: 71,441 shares; 2025Q1: 72,890 shares; 2025Q2: 86,156 shares; 2025Q3: 90,134 shares; 2025Q4: 101,580 shares; 2026Q1: 103,771 shares 103,771 $2.34M 0.01% +2,191 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 16,547 shares; 2025Q1: 15,932 shares; 2025Q2: 11,719 shares; 2025Q3: 16,927 shares; 2025Q4: 12,640 shares; 2026Q1: 10,145 shares 10,145 $2.34M 0.01% -2,495 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,532 shares; 2024Q4: 132,597 shares; 2025Q1: 132,595 shares; 2025Q2: 131,352 shares; 2025Q3: 139,109 shares; 2025Q4: 141,773 shares; 2026Q1: 134,590 shares 134,590 $2.33M 0.01% -7,183 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: 29,000 shares; 2024Q4: 29,362 shares; 2025Q1: 26,131 shares; 2025Q2: 28,916 shares; 2025Q3: 30,682 shares; 2025Q4: 38,775 shares; 2026Q1: 24,094 shares 24,094 $2.32M 0.01% -14,681 Timeline SPTI 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: 36,295 shares; 2024Q4: 37,280 shares; 2025Q1: 44,184 shares; 2025Q2: 58,239 shares; 2025Q3: 64,861 shares; 2025Q4: 75,608 shares; 2026Q1: 80,865 shares 80,865 $2.32M 0.01% +5,257 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,186 shares; 2025Q2: 103,470 shares; 2025Q3: 104,995 shares; 2025Q4: 108,688 shares; 2026Q1: 109,278 shares 109,278 $2.31M 0.01% +590 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,154 shares; 2024Q4: 34,811 shares; 2025Q1: 29,698 shares; 2025Q2: 14,755 shares; 2025Q3: 8,857 shares; 2025Q4: 8,967 shares; 2026Q1: 10,984 shares 10,984 $2.31M 0.01% +2,017 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,597 shares; 2024Q4: 45,002 shares; 2025Q1: 38,368 shares; 2025Q2: 60,672 shares; 2025Q3: 60,655 shares; 2025Q4: 64,691 shares; 2026Q1: 93,221 shares 93,221 $2.29M 0.01% +28,530 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,353 shares; 2025Q1: 3,302 shares; 2025Q2: 3,631 shares; 2025Q3: 3,518 shares; 2025Q4: 3,735 shares; 2026Q1: 3,715 shares 3,715 $2.29M 0.01% -20 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: 7,177 shares; 2024Q4: 7,434 shares; 2025Q1: 7,597 shares; 2025Q2: 7,977 shares; 2025Q3: 8,192 shares; 2025Q4: 8,446 shares; 2026Q1: 8,790 shares 8,790 $2.29M 0.01% +344 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,449 shares; 2024Q4: 278,305 shares; 2025Q1: 269,497 shares; 2025Q2: 288,557 shares; 2025Q3: 295,303 shares; 2025Q4: 132,761 shares; 2026Q1: 78,916 shares 78,916 $2.27M 0.01% -53,845 Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,783 shares; 2026Q1: 39,687 shares 39,687 $2.24M 0.01% -96 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,971 shares; 2025Q1: 49,689 shares; 2025Q2: 50,366 shares; 2025Q3: 51,366 shares; 2025Q4: 52,778 shares; 2026Q1: 54,637 shares 54,637 $2.24M 0.01% +1,859 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,624 shares; 2025Q4: 23,247 shares; 2026Q1: 23,616 shares 23,616 $2.23M 0.01% +369 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 40,564 shares; 2025Q1: 43,953 shares; 2025Q2: 148,509 shares; 2025Q3: 35,425 shares; 2025Q4: 35,409 shares; 2026Q1: 33,155 shares 33,155 $2.22M 0.01% -2,254 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,786 shares; 2025Q1: 7,841 shares; 2025Q2: 10,980 shares; 2025Q3: 13,495 shares; 2025Q4: 17,037 shares; 2026Q1: 7,055 shares 7,055 $2.22M 0.01% -9,982 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: 16,925 shares; 2024Q4: 18,236 shares; 2025Q1: 13,459 shares; 2025Q2: 13,936 shares; 2025Q3: 16,529 shares; 2025Q4: 20,486 shares; 2026Q1: 27,034 shares 27,034 $2.21M 0.01% +6,548 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: 2,787 shares; 2024Q4: 3,516 shares; 2025Q1: 4,586 shares; 2025Q2: 9,707 shares; 2025Q3: 16,396 shares; 2025Q4: 18,762 shares; 2026Q1: 19,811 shares 19,811 $2.21M 0.01% +1,049 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,173 shares; 2025Q2: 7,699 shares; 2025Q3: 9,547 shares; 2025Q4: 15,595 shares; 2026Q1: 18,585 shares 18,585 $2.19M 0.01% +2,990 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 13,393 shares; 2025Q1: 13,597 shares; 2025Q2: 6,993 shares; 2025Q3: 8,313 shares; 2025Q4: 52,175 shares; 2026Q1: 64,298 shares 64,298 $2.19M 0.01% +12,123 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 6,767 shares; 2025Q1: 6,072 shares; 2025Q2: 6,484 shares; 2025Q3: 5,921 shares; 2025Q4: 5,165 shares; 2026Q1: 4,861 shares 4,861 $2.17M 0.01% -304 Timeline VTWO 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: 99,261 shares; 2024Q4: 120,122 shares; 2025Q1: 108,103 shares; 2025Q2: 21,208 shares; 2025Q3: 22,290 shares; 2025Q4: 22,179 shares; 2026Q1: 21,491 shares 21,491 $2.15M 0.01% -688 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,248 shares; 2025Q2: 30,414 shares; 2025Q3: 26,978 shares; 2025Q4: 32,231 shares; 2026Q1: 45,211 shares 45,211 $2.13M 0.01% +12,980 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,509 shares; 2025Q2: 14,009 shares; 2025Q3: 24,557 shares; 2025Q4: 53,623 shares; 2026Q1: 30,505 shares 30,505 $2.11M 0.01% -23,118 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: not reported; 2024Q4: 40,239 shares; 2025Q1: 31,271 shares; 2025Q2: 4,884 shares; 2025Q3: 15,290 shares; 2025Q4: 17,029 shares; 2026Q1: 16,894 shares 16,894 $2.1M 0.01% -135 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS 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: 32,357 shares; 2026Q1: 144,429 shares 144,429 $2.09M 0.01% +112,072 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: 2,203 shares; 2024Q4: 2,190 shares; 2025Q1: 2,108 shares; 2025Q2: not reported; 2025Q3: 10,356 shares; 2025Q4: 10,251 shares; 2026Q1: 11,535 shares 11,535 $2.08M 0.01% +1,284 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,318 shares; 2024Q4: 39,013 shares; 2025Q1: 41,602 shares; 2025Q2: 40,119 shares; 2025Q3: 41,984 shares; 2025Q4: 46,979 shares; 2026Q1: 57,388 shares 57,388 $2.07M 0.01% +10,409 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,398 shares; 2024Q4: 29,815 shares; 2025Q1: 31,702 shares; 2025Q2: 34,873 shares; 2025Q3: 39,261 shares; 2025Q4: 35,249 shares; 2026Q1: 10,902 shares 10,902 $2.07M 0.01% -24,347 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 188,819 shares; 2025Q1: 175,232 shares; 2025Q2: 192,219 shares; 2025Q3: 135,787 shares; 2025Q4: 144,436 shares; 2026Q1: 62,230 shares 62,230 $2.06M 0.01% -82,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 6,304 shares; 2026Q1: 7,575 shares 7,575 $2.05M 0.01% +1,271 Timeline EWU 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: 40,897 shares; 2025Q3: 43,648 shares; 2025Q4: 44,455 shares; 2026Q1: 44,651 shares 44,651 $2.03M 0.01% +196 Timeline PKW 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: 15,787 shares; 2024Q4: 15,171 shares; 2025Q1: 15,174 shares; 2025Q2: 15,177 shares; 2025Q3: 15,480 shares; 2025Q4: 15,482 shares; 2026Q1: 15,411 shares 15,411 $2.02M 0.01% -71 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,398 shares; 2025Q1: 35,632 shares; 2025Q2: 35,983 shares; 2025Q3: 36,269 shares; 2025Q4: 35,959 shares; 2026Q1: 36,148 shares 36,148 $2.02M 0.01% +189 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,136 shares 12,136 $2.02M 0.01% new Timeline DVYA 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: 47,231 shares; 2024Q4: 48,900 shares; 2025Q1: 54,419 shares; 2025Q2: 35,843 shares; 2025Q3: 32,993 shares; 2025Q4: 41,043 shares; 2026Q1: 40,992 shares 40,992 $1.98M 0.01% -51 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS 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: 13,365 shares; 2026Q1: 72,465 shares 72,465 $1.95M 0.01% +59,100 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 9,853 shares; 2025Q1: 9,203 shares; 2025Q2: 9,224 shares; 2025Q3: 9,383 shares; 2025Q4: 9,433 shares; 2026Q1: 9,453 shares 9,453 $1.95M 0.01% +20 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: 111,707 shares; 2024Q4: 84,823 shares; 2025Q1: 77,376 shares; 2025Q2: 84,842 shares; 2025Q3: 44,939 shares; 2025Q4: 35,970 shares; 2026Q1: 46,648 shares 46,648 $1.94M 0.01% +10,678 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares 3,048 $1.94M 0.01% new Timeline EWG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,130 shares; 2025Q3: 40,717 shares; 2025Q4: 42,596 shares; 2026Q1: 48,274 shares 48,274 $1.92M 0.01% +5,678 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: 5,553 shares; 2024Q4: 5,330 shares; 2025Q1: 2,232 shares; 2025Q2: 2,490 shares; 2025Q3: 2,623 shares; 2025Q4: 2,925 shares; 2026Q1: 2,805 shares 2,805 $1.91M 0.01% -120 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: 1,844 shares; 2024Q4: not reported; 2025Q1: 10,871 shares; 2025Q2: 7,951 shares; 2025Q3: 11,078 shares; 2025Q4: 11,532 shares; 2026Q1: 14,562 shares 14,562 $1.91M 0.01% +3,030 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 4,971 shares; 2025Q1: 4,719 shares; 2025Q2: 4,359 shares; 2025Q3: 3,472 shares; 2025Q4: 21,886 shares; 2026Q1: 21,743 shares 21,743 $1.9M 0.01% -143 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,178 shares; 2024Q4: 23,832 shares; 2025Q1: 24,780 shares; 2025Q2: 19,966 shares; 2025Q3: 19,915 shares; 2025Q4: 20,516 shares; 2026Q1: 20,019 shares 20,019 $1.87M 0.01% -497 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,236 shares; 2024Q4: 28,421 shares; 2025Q1: 28,292 shares; 2025Q2: 28,277 shares; 2025Q3: 27,132 shares; 2025Q4: 32,204 shares; 2026Q1: 34,588 shares 34,588 $1.87M 0.01% +2,384 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: 8,639 shares; 2024Q4: 5,513 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 4,855 shares; 2025Q4: 5,662 shares; 2026Q1: 7,645 shares 7,645 $1.87M 0.01% +1,983 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,816 shares; 2024Q4: 19,969 shares; 2025Q1: 19,371 shares; 2025Q2: 22,449 shares; 2025Q3: 26,454 shares; 2025Q4: 30,570 shares; 2026Q1: 22,750 shares 22,750 $1.87M 0.01% -7,820 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,503 shares; 2024Q4: 41,403 shares; 2025Q1: 11,193 shares; 2025Q2: 16,829 shares; 2025Q3: 51,578 shares; 2025Q4: 43,497 shares; 2026Q1: 23,364 shares 23,364 $1.86M 0.01% -20,133 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,498 shares; 2025Q4: 22,724 shares; 2026Q1: 23,455 shares 23,455 $1.82M 0.01% +731 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,802 shares; 2025Q4: 12,684 shares; 2026Q1: 11,384 shares 11,384 $1.81M 0.01% -1,300 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: 34,051 shares; 2024Q4: 33,306 shares; 2025Q1: 33,849 shares; 2025Q2: 33,622 shares; 2025Q3: 32,498 shares; 2025Q4: 25,480 shares; 2026Q1: 25,392 shares 25,392 $1.8M 0.01% -88 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: 31,606 shares; 2024Q4: 31,721 shares; 2025Q1: 31,181 shares; 2025Q2: 29,968 shares; 2025Q3: 29,715 shares; 2025Q4: 29,189 shares; 2026Q1: 25,710 shares 25,710 $1.8M 0.01% -3,479 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: 24,982 shares; 2024Q4: 31,733 shares; 2025Q1: 31,555 shares; 2025Q2: 29,836 shares; 2025Q3: 36,687 shares; 2025Q4: 37,802 shares; 2026Q1: 27,157 shares 27,157 $1.8M 0.01% -10,645 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,704 shares 9,704 $1.79M 0.01% new 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: 13,078 shares; 2024Q4: 14,859 shares; 2025Q1: 18,564 shares; 2025Q2: 17,101 shares; 2025Q3: 14,413 shares; 2025Q4: 7,709 shares; 2026Q1: 45,690 shares 45,690 $1.78M 0.01% +37,981 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,547 shares; 2025Q1: 11,918 shares; 2025Q2: 11,729 shares; 2025Q3: 11,586 shares; 2025Q4: 12,021 shares; 2026Q1: 12,073 shares 12,073 $1.78M 0.01% +52 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: 7,150 shares; 2024Q4: 7,131 shares; 2025Q1: 8,631 shares; 2025Q2: 8,399 shares; 2025Q3: 9,049 shares; 2025Q4: 9,419 shares; 2026Q1: 9,057 shares 9,057 $1.78M 0.01% -362 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: 44,016 shares; 2024Q4: 43,983 shares; 2025Q1: 45,883 shares; 2025Q2: 46,857 shares; 2025Q3: 46,484 shares; 2025Q4: 46,013 shares; 2026Q1: 32,707 shares 32,707 $1.77M 0.01% -13,306 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,737 shares 94,737 $1.76M 0.01% new Timeline MOO 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: 15,001 shares; 2024Q4: 18,314 shares; 2025Q1: 18,591 shares; 2025Q2: 17,968 shares; 2025Q3: 18,217 shares; 2025Q4: 19,309 shares; 2026Q1: 20,825 shares 20,825 $1.76M 0.01% +1,516 Timeline XLRE 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: 10,032 shares; 2024Q4: 7,603 shares; 2025Q1: not reported; 2025Q2: 6,170 shares; 2025Q3: 9,464 shares; 2025Q4: 11,046 shares; 2026Q1: 43,075 shares 43,075 $1.76M 0.01% +32,029 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: 11,086 shares; 2024Q4: 10,823 shares; 2025Q1: 9,796 shares; 2025Q2: 5,365 shares; 2025Q3: 5,023 shares; 2025Q4: 5,351 shares; 2026Q1: 5,385 shares 5,385 $1.76M 0.01% +34 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: 10,559 shares; 2024Q4: 9,363 shares; 2025Q1: 9,078 shares; 2025Q2: 7,402 shares; 2025Q3: 9,644 shares; 2025Q4: 10,375 shares; 2026Q1: 10,307 shares 10,307 $1.74M 0.01% -68 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,780 shares 42,780 $1.73M 0.01% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 18,966 shares; 2025Q4: not reported; 2026Q1: 245,966 shares 245,966 $1.69M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,983 shares 9,983 $1.69M 0.01% new Timeline LIT 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: 17,408 shares; 2024Q4: 18,106 shares; 2025Q1: 15,828 shares; 2025Q2: 15,838 shares; 2025Q3: 16,766 shares; 2025Q4: 16,477 shares; 2026Q1: 22,626 shares 22,626 $1.68M 0.01% +6,149 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,330 shares; 2025Q4: 19,462 shares; 2026Q1: 25,754 shares 25,754 $1.68M 0.01% +6,292 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: 23,877 shares; 2024Q4: 23,978 shares; 2025Q1: 23,670 shares; 2025Q2: 22,467 shares; 2025Q3: 24,276 shares; 2025Q4: 32,857 shares; 2026Q1: 31,921 shares 31,921 $1.66M 0.01% -936 Timeline JNK 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: 5,533 shares; 2024Q4: 8,443 shares; 2025Q1: 9,632 shares; 2025Q2: 9,916 shares; 2025Q3: 15,080 shares; 2025Q4: 15,437 shares; 2026Q1: 17,291 shares 17,291 $1.66M 0.01% +1,854 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 17,730 shares; 2025Q4: 17,345 shares; 2026Q1: 15,935 shares 15,935 $1.65M 0.01% -1,410 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691 shares; 2026Q1: 15,841 shares 15,841 $1.64M 0.01% +12,150 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: 2,265 shares; 2024Q4: 2,392 shares; 2025Q1: 2,323 shares; 2025Q2: 2,316 shares; 2025Q3: 2,405 shares; 2025Q4: 2,508 shares; 2026Q1: 3,740 shares 3,740 $1.62M 0.01% +1,232 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,010 shares; 2026Q1: 22,980 shares 22,980 $1.62M 0.01% -3,030 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 27,300 shares; 2026Q1: 68,610 shares 68,610 $1.62M 0.01% +41,310 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,196 shares; 2024Q4: 27,728 shares; 2025Q1: 3,218 shares; 2025Q2: 3,287 shares; 2025Q3: 17,108 shares; 2025Q4: 18,535 shares; 2026Q1: 20,289 shares 20,289 $1.61M 0.01% +1,754 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,186 shares; 2024Q4: 50,353 shares; 2025Q1: 50,841 shares; 2025Q2: 50,440 shares; 2025Q3: 50,271 shares; 2025Q4: 49,315 shares; 2026Q1: 48,574 shares 48,574 $1.6M 0.01% -741 Timeline