IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060,518 shares; 2024Q4: 2,066,906 shares; 2025Q1: 1,854,718 shares; 2025Q2: 1,799,924 shares; 2025Q3: 1,790,256 shares; 2025Q4: 1,782,890 shares; 2026Q1: 1,798,999 shares 1,798,999 $767M 11.76% +16,109 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308,366 shares; 2024Q4: 4,287,021 shares; 2025Q1: 4,460,480 shares; 2025Q2: 4,483,865 shares; 2025Q3: 4,489,109 shares; 2025Q4: 4,573,759 shares; 2026Q1: 4,642,282 shares 4,642,282 $475M 7.28% +68,523 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: 1,913,049 shares; 2024Q4: 1,906,227 shares; 2025Q1: 1,962,987 shares; 2025Q2: 2,031,392 shares; 2025Q3: 2,036,235 shares; 2025Q4: 2,147,173 shares; 2026Q1: 2,203,257 shares 2,203,257 $474M 7.26% +56,084 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: 3,525,105 shares; 2025Q2: 4,555,932 shares; 2025Q3: 4,778,198 shares; 2025Q4: 5,035,039 shares; 2026Q1: 5,446,461 shares 5,446,461 $421M 6.46% +411,422 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: 3,062,712 shares; 2024Q4: 3,084,598 shares; 2025Q1: 3,172,470 shares; 2025Q2: 3,212,031 shares; 2025Q3: 3,224,821 shares; 2025Q4: 3,262,620 shares; 2026Q1: 5,202,759 shares 5,202,759 $401M 6.15% +1,940,139 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: 3,038,753 shares; 2024Q4: 3,125,558 shares; 2025Q1: 3,249,197 shares; 2025Q2: 3,338,116 shares; 2025Q3: 3,427,599 shares; 2025Q4: 3,530,871 shares; 2026Q1: 3,637,297 shares 3,637,297 $329M 5.05% +106,426 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: 3,753,185 shares; 2024Q4: 3,842,966 shares; 2025Q1: 4,024,713 shares; 2025Q2: 4,141,888 shares; 2025Q3: 4,262,815 shares; 2025Q4: 4,336,143 shares; 2026Q1: 4,473,008 shares 4,473,008 $242M 3.71% +136,865 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: 837,244 shares; 2024Q4: 812,378 shares; 2025Q1: 171,110 shares; 2025Q2: 20,288 shares; 2025Q3: 17,581 shares; 2025Q4: 17,202 shares; 2026Q1: 904,125 shares 904,125 $237M 3.63% +886,923 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: not reported; 2024Q4: not reported; 2025Q1: 2,347,299 shares; 2025Q2: 3,111,669 shares; 2025Q3: 3,245,471 shares; 2025Q4: 3,334,192 shares; 2026Q1: 3,466,155 shares 3,466,155 $175M 2.68% +131,963 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: 539,836 shares; 2024Q4: 551,748 shares; 2025Q1: 551,718 shares; 2025Q2: 559,032 shares; 2025Q3: 573,863 shares; 2025Q4: 577,278 shares; 2026Q1: 585,900 shares 585,900 $149M 2.28% +8,622 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: 817,337 shares; 2024Q4: 811,945 shares; 2025Q1: 741,341 shares; 2025Q2: 757,905 shares; 2025Q3: 783,459 shares; 2025Q4: 771,806 shares; 2026Q1: 784,460 shares 784,460 $137M 2.1% +12,654 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354,731 shares; 2024Q4: 1,346,404 shares; 2025Q1: 1,218,299 shares; 2025Q2: 1,246,713 shares; 2025Q3: 1,175,781 shares; 2025Q4: 1,163,532 shares; 2026Q1: 1,126,750 shares 1,126,750 $120M 1.83% -36,782 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: 202,604 shares; 2024Q4: 204,356 shares; 2025Q1: 213,981 shares; 2025Q2: 216,799 shares; 2025Q3: 221,041 shares; 2025Q4: 220,744 shares; 2026Q1: 222,507 shares 222,507 $82.4M 1.26% +1,763 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173,965 shares; 2024Q4: 1,168,409 shares; 2025Q1: 1,144,234 shares; 2025Q2: 1,108,580 shares; 2025Q3: 1,116,475 shares; 2025Q4: 1,122,673 shares; 2026Q1: 1,118,640 shares 1,118,640 $71.7M 1.1% -4,033 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,961 shares; 2024Q4: 160,287 shares; 2025Q1: 147,639 shares; 2025Q2: 163,029 shares; 2025Q3: 158,367 shares; 2025Q4: 155,481 shares; 2026Q1: 163,198 shares 163,198 $71.3M 1.09% +7,717 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: 1,376,744 shares; 2024Q4: 1,208,043 shares; 2025Q1: 1,088,892 shares; 2025Q2: 757,505 shares; 2025Q3: 836,007 shares; 2025Q4: 808,575 shares; 2026Q1: 1,375,805 shares 1,375,805 $69.6M 1.07% +567,230 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: 348,817 shares; 2024Q4: 337,856 shares; 2025Q1: 335,716 shares; 2025Q2: 363,735 shares; 2025Q3: 362,262 shares; 2025Q4: 354,990 shares; 2026Q1: 351,113 shares 351,113 $68.9M 1.06% -3,877 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: 214,780 shares; 2024Q4: 216,766 shares; 2025Q1: 215,077 shares; 2025Q2: 218,548 shares; 2025Q3: 227,076 shares; 2025Q4: 230,416 shares; 2026Q1: 236,021 shares 236,021 $67.9M 1.04% +5,605 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: 259,711 shares; 2024Q4: 265,438 shares; 2025Q1: 268,272 shares; 2025Q2: 276,883 shares; 2025Q3: 287,981 shares; 2025Q4: 288,626 shares; 2026Q1: 292,661 shares 292,661 $61M 0.93% +4,035 Timeline VV 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: 439,657 shares; 2024Q4: 423,090 shares; 2025Q1: 399,671 shares; 2025Q2: 392,816 shares; 2025Q3: 382,478 shares; 2025Q4: 376,011 shares; 2026Q1: 171,050 shares 171,050 $51.1M 0.78% -204,961 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: 68,255 shares; 2024Q4: 70,552 shares; 2025Q1: 75,194 shares; 2025Q2: 75,265 shares; 2025Q3: 77,234 shares; 2025Q4: 77,378 shares; 2026Q1: 77,698 shares 77,698 $50.5M 0.77% +320 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: 172,024 shares; 2024Q4: 168,870 shares; 2025Q1: 166,862 shares; 2025Q2: 163,797 shares; 2025Q3: 161,628 shares; 2025Q4: 161,027 shares; 2026Q1: 154,985 shares 154,985 $49.3M 0.76% -6,042 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: 102,195 shares; 2024Q4: 101,015 shares; 2025Q1: 100,000 shares; 2025Q2: 104,494 shares; 2025Q3: 114,946 shares; 2025Q4: 116,470 shares; 2026Q1: 116,930 shares 116,930 $43.5M 0.67% +460 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: 657,847 shares; 2024Q4: 632,102 shares; 2025Q1: 616,936 shares; 2025Q2: 608,610 shares; 2025Q3: 614,657 shares; 2025Q4: 609,677 shares; 2026Q1: 603,973 shares 603,973 $42.1M 0.65% -5,704 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: 55,302 shares; 2024Q4: 56,259 shares; 2025Q1: 58,994 shares; 2025Q2: 59,122 shares; 2025Q3: 60,813 shares; 2025Q4: 61,720 shares; 2026Q1: 62,894 shares 62,894 $36M 0.55% +1,174 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: 70,406 shares; 2024Q4: 69,384 shares; 2025Q1: 70,767 shares; 2025Q2: 70,829 shares; 2025Q3: 71,998 shares; 2025Q4: 72,038 shares; 2026Q1: 73,151 shares 73,151 $35.1M 0.54% +1,113 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: 78,977 shares; 2024Q4: 80,111 shares; 2025Q1: 84,845 shares; 2025Q2: 90,098 shares; 2025Q3: 96,366 shares; 2025Q4: 99,592 shares; 2026Q1: 102,901 shares 102,901 $31.8M 0.49% +3,309 Timeline JQUA 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: 5,533,652 shares; 2024Q4: 5,395,512 shares; 2025Q1: 5,380,203 shares; 2025Q2: 5,501,136 shares; 2025Q3: 5,387,597 shares; 2025Q4: 5,453,982 shares; 2026Q1: 510,884 shares 510,884 $31.3M 0.48% -4,943,098 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: 532,041 shares; 2024Q4: 529,692 shares; 2025Q1: 485,384 shares; 2025Q2: 448,044 shares; 2025Q3: 441,842 shares; 2025Q4: 389,770 shares; 2026Q1: 347,763 shares 347,763 $26.4M 0.41% -42,007 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: 52,234 shares; 2024Q4: 52,089 shares; 2025Q1: 51,319 shares; 2025Q2: 48,216 shares; 2025Q3: 48,311 shares; 2025Q4: 48,403 shares; 2026Q1: 39,143 shares 39,143 $25.6M 0.39% -9,260 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,312,370 shares; 2026Q1: 1,310,783 shares 1,310,783 $24.8M 0.38% -1,587 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: 73,867 shares; 2024Q4: 75,949 shares; 2025Q1: 76,117 shares; 2025Q2: 78,785 shares; 2025Q3: 80,868 shares; 2025Q4: 82,160 shares; 2026Q1: 83,876 shares 83,876 $24.7M 0.38% +1,716 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: 25,825 shares; 2024Q4: 25,320 shares; 2025Q1: 25,687 shares; 2025Q2: 25,055 shares; 2025Q3: 25,128 shares; 2025Q4: 25,597 shares; 2026Q1: 25,699 shares 25,699 $23.6M 0.36% +102 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: 58,786 shares; 2024Q4: 72,267 shares; 2025Q1: 71,638 shares; 2025Q2: 69,400 shares; 2025Q3: 74,100 shares; 2025Q4: 73,309 shares; 2026Q1: 74,941 shares 74,941 $21.5M 0.33% +1,632 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: 148,418 shares; 2024Q4: 149,605 shares; 2025Q1: 149,009 shares; 2025Q2: 152,335 shares; 2025Q3: 150,949 shares; 2025Q4: 156,690 shares; 2026Q1: 162,097 shares 162,097 $20.1M 0.31% +5,407 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: 59,289 shares; 2024Q4: 59,237 shares; 2025Q1: 59,219 shares; 2025Q2: 58,808 shares; 2025Q3: 59,630 shares; 2025Q4: 60,358 shares; 2026Q1: 57,390 shares 57,390 $19.4M 0.3% -2,968 Timeline ICSH 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: 290,333 shares; 2024Q4: 314,683 shares; 2025Q1: 260,108 shares; 2025Q2: 265,926 shares; 2025Q3: 339,714 shares; 2025Q4: 420,843 shares; 2026Q1: 376,642 shares 376,642 $19.1M 0.29% -44,201 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,371 shares; 2024Q4: 62,895 shares; 2025Q1: 63,374 shares; 2025Q2: 55,401 shares; 2025Q3: 55,407 shares; 2025Q4: 56,476 shares; 2026Q1: 58,523 shares 58,523 $18.8M 0.29% +2,047 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: 102,686 shares; 2024Q4: 99,725 shares; 2025Q1: 104,824 shares; 2025Q2: 100,612 shares; 2025Q3: 103,273 shares; 2025Q4: 98,571 shares; 2026Q1: 103,666 shares 103,666 $17.6M 0.27% +5,095 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: 58,420 shares; 2024Q4: 49,519 shares; 2025Q1: 58,063 shares; 2025Q2: 58,478 shares; 2025Q3: 59,184 shares; 2025Q4: 63,858 shares; 2026Q1: 70,433 shares 70,433 $17.2M 0.26% +6,575 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: 48,090 shares; 2024Q4: 47,303 shares; 2025Q1: 47,782 shares; 2025Q2: 48,166 shares; 2025Q3: 48,692 shares; 2025Q4: 48,790 shares; 2026Q1: 47,919 shares 47,919 $15.8M 0.24% -871 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: 12,419 shares; 2024Q4: 12,300 shares; 2025Q1: 12,339 shares; 2025Q2: 12,789 shares; 2025Q3: 12,538 shares; 2025Q4: 12,538 shares; 2026Q1: 13,527 shares 13,527 $13.5M 0.21% +989 Timeline HELO 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: 89,622 shares; 2024Q4: 225,559 shares; 2025Q1: 360,711 shares; 2025Q2: 300,354 shares; 2025Q3: 273,484 shares; 2025Q4: 268,392 shares; 2026Q1: 207,847 shares 207,847 $13.3M 0.2% -60,545 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: 12,353 shares; 2024Q4: 12,378 shares; 2025Q1: 12,522 shares; 2025Q2: 13,034 shares; 2025Q3: 13,207 shares; 2025Q4: 132,186 shares; 2026Q1: 134,773 shares 134,773 $13M 0.2% +2,587 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: 39,866 shares; 2024Q4: 40,708 shares; 2025Q1: 41,112 shares; 2025Q2: 42,649 shares; 2025Q3: 41,746 shares; 2025Q4: 40,988 shares; 2026Q1: 42,521 shares 42,521 $12.9M 0.2% +1,533 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: 46,694 shares; 2024Q4: 46,632 shares; 2025Q1: 52,287 shares; 2025Q2: 52,538 shares; 2025Q3: 54,115 shares; 2025Q4: 54,953 shares; 2026Q1: 56,557 shares 56,557 $12.3M 0.19% +1,604 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: 21,133 shares; 2024Q4: 21,634 shares; 2025Q1: 22,470 shares; 2025Q2: 22,803 shares; 2025Q3: 22,894 shares; 2025Q4: 22,698 shares; 2026Q1: 23,126 shares 23,126 $11.6M 0.18% +428 Timeline VLUE 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: 81,521 shares; 2024Q4: 80,404 shares; 2025Q1: 82,269 shares; 2025Q2: 81,877 shares; 2025Q3: 81,287 shares; 2025Q4: 81,031 shares; 2026Q1: 80,771 shares 80,771 $11.5M 0.18% -260 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: 6,880 shares; 2024Q4: 7,326 shares; 2025Q1: 7,179 shares; 2025Q2: 7,194 shares; 2025Q3: 7,510 shares; 2025Q4: 8,095 shares; 2026Q1: 8,319 shares 8,319 $11M 0.17% +224 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: 46,846 shares; 2024Q4: 54,424 shares; 2025Q1: 65,068 shares; 2025Q2: 71,623 shares; 2025Q3: 72,573 shares; 2025Q4: 70,001 shares; 2026Q1: 72,046 shares 72,046 $10.5M 0.16% +2,045 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,215 shares; 2024Q4: 21,142 shares; 2025Q1: 21,146 shares; 2025Q2: 21,142 shares; 2025Q3: 22,842 shares; 2025Q4: 58,201 shares; 2026Q1: 267,387 shares 267,387 $10.4M 0.16% +209,186 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: 63,671 shares; 2024Q4: 64,609 shares; 2025Q1: 65,538 shares; 2025Q2: 63,182 shares; 2025Q3: 61,652 shares; 2025Q4: 55,950 shares; 2026Q1: 70,252 shares 70,252 $10.1M 0.16% +14,302 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: 12,010 shares; 2024Q4: 11,691 shares; 2025Q1: 11,936 shares; 2025Q2: 11,676 shares; 2025Q3: 11,835 shares; 2025Q4: 12,980 shares; 2026Q1: 13,529 shares 13,529 $9.58M 0.15% +549 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: 164,278 shares; 2024Q4: 166,691 shares; 2025Q1: 164,771 shares; 2025Q2: 200,282 shares; 2025Q3: 194,615 shares; 2025Q4: 197,373 shares; 2026Q1: 195,635 shares 195,635 $9.54M 0.15% -1,738 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,594 shares; 2024Q4: 59,373 shares; 2025Q1: 48,622 shares; 2025Q2: 48,311 shares; 2025Q3: 48,330 shares; 2025Q4: 48,161 shares; 2026Q1: 50,420 shares 50,420 $9.08M 0.14% +2,259 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: 19,234 shares; 2024Q4: 31,109 shares; 2025Q1: 20,432 shares; 2025Q2: 20,472 shares; 2025Q3: 21,615 shares; 2025Q4: 22,022 shares; 2026Q1: 31,863 shares 31,863 $9.04M 0.14% +9,841 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: 21,579 shares; 2024Q4: 22,357 shares; 2025Q1: 23,248 shares; 2025Q2: 21,935 shares; 2025Q3: 22,454 shares; 2025Q4: 23,889 shares; 2026Q1: 26,632 shares 26,632 $9M 0.14% +2,743 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: 826,720 shares; 2024Q4: 889,680 shares; 2025Q1: 256,530 shares; 2025Q2: 132,967 shares; 2025Q3: 123,088 shares; 2025Q4: 124,315 shares; 2026Q1: 122,094 shares 122,094 $8.99M 0.14% -2,221 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: 94,671 shares; 2024Q4: 99,797 shares; 2025Q1: 110,988 shares; 2025Q2: 107,430 shares; 2025Q3: 106,624 shares; 2025Q4: 110,811 shares; 2026Q1: 113,620 shares 113,620 $8.82M 0.14% +2,809 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,292 shares; 2024Q4: 141,628 shares; 2025Q1: 140,032 shares; 2025Q2: 141,270 shares; 2025Q3: 141,688 shares; 2025Q4: 128,215 shares; 2026Q1: 125,770 shares 125,770 $8.36M 0.13% -2,445 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: 3,155 shares; 2024Q4: 2,900 shares; 2025Q1: 3,219 shares; 2025Q2: 17,446 shares; 2025Q3: 16,684 shares; 2025Q4: 16,305 shares; 2026Q1: 16,893 shares 16,893 $7.99M 0.12% +588 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,800 shares; 2025Q4: 282,800 shares; 2026Q1: 282,800 shares 282,800 $7.56M 0.12% 0 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: 43,987 shares; 2024Q4: 44,145 shares; 2025Q1: 44,679 shares; 2025Q2: 48,621 shares; 2025Q3: 49,627 shares; 2025Q4: 49,312 shares; 2026Q1: 51,155 shares 51,155 $7.53M 0.12% +1,843 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,412 shares; 2024Q4: 29,628 shares; 2025Q1: 36,840 shares; 2025Q2: 35,675 shares; 2025Q3: 37,640 shares; 2025Q4: 35,289 shares; 2026Q1: 35,187 shares 35,187 $7.52M 0.12% -102 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,350 shares; 2025Q4: 194,350 shares; 2026Q1: 194,350 shares 194,350 $7.52M 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,790 shares; 2024Q4: 31,863 shares; 2025Q1: 32,112 shares; 2025Q2: 35,748 shares; 2025Q3: 35,994 shares; 2025Q4: 36,633 shares; 2026Q1: 38,876 shares 38,876 $7.5M 0.11% +2,243 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: 29,671 shares; 2024Q4: 28,221 shares; 2025Q1: 28,521 shares; 2025Q2: 32,173 shares; 2025Q3: 33,929 shares; 2025Q4: 35,335 shares; 2026Q1: 36,296 shares 36,296 $7.38M 0.11% +961 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: 40,486 shares; 2024Q4: 40,090 shares; 2025Q1: 43,091 shares; 2025Q2: 44,718 shares; 2025Q3: 46,107 shares; 2025Q4: 46,629 shares; 2026Q1: 48,040 shares 48,040 $7.34M 0.11% +1,411 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: 7,347 shares; 2024Q4: 7,116 shares; 2025Q1: 7,362 shares; 2025Q2: 7,454 shares; 2025Q3: 17,065 shares; 2025Q4: 16,940 shares; 2026Q1: 16,950 shares 16,950 $7.21M 0.11% +10 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: 19,526 shares; 2024Q4: 23,050 shares; 2025Q1: 22,858 shares; 2025Q2: 29,369 shares; 2025Q3: 29,634 shares; 2025Q4: 30,286 shares; 2026Q1: 29,516 shares 29,516 $7.15M 0.11% -770 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: 55,360 shares; 2024Q4: 53,347 shares; 2025Q1: 50,949 shares; 2025Q2: 45,885 shares; 2025Q3: 46,765 shares; 2025Q4: 51,409 shares; 2026Q1: 57,399 shares 57,399 $6.9M 0.11% +5,990 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: 33,106 shares; 2025Q1: 32,388 shares; 2025Q2: 29,203 shares; 2025Q3: 30,981 shares; 2025Q4: 30,690 shares; 2026Q1: 31,988 shares 31,988 $6.83M 0.1% +1,298 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: 16,393 shares; 2024Q4: 15,814 shares; 2025Q1: 16,929 shares; 2025Q2: 17,538 shares; 2025Q3: 17,329 shares; 2025Q4: 17,840 shares; 2026Q1: 18,916 shares 18,916 $6.47M 0.1% +1,076 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,761 shares; 2024Q4: 159,424 shares; 2025Q1: 154,879 shares; 2025Q2: 153,317 shares; 2025Q3: 153,574 shares; 2025Q4: 150,201 shares; 2026Q1: 118,462 shares 118,462 $6.33M 0.1% -31,739 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: 6,159 shares; 2024Q4: 8,148 shares; 2025Q1: 8,999 shares; 2025Q2: 10,523 shares; 2025Q3: 11,605 shares; 2025Q4: 10,853 shares; 2026Q1: 10,546 shares 10,546 $6.3M 0.1% -307 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: 21,761 shares; 2024Q4: 22,874 shares; 2025Q1: 27,224 shares; 2025Q2: 20,258 shares; 2025Q3: 29,931 shares; 2025Q4: 29,952 shares; 2026Q1: 30,297 shares 30,297 $6.27M 0.1% +345 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,675 shares; 2024Q4: 48,760 shares; 2025Q1: 50,501 shares; 2025Q2: 53,874 shares; 2025Q3: 55,564 shares; 2025Q4: 58,500 shares; 2026Q1: 62,249 shares 62,249 $6.01M 0.09% +3,749 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,526 shares; 2025Q1: 3,237 shares; 2025Q2: 2,991 shares; 2025Q3: 3,210 shares; 2025Q4: 3,092 shares; 2026Q1: 34,404 shares 34,404 $6.01M 0.09% +31,312 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: 16,301 shares; 2024Q4: 17,146 shares; 2025Q1: 17,510 shares; 2025Q2: 17,787 shares; 2025Q3: 17,767 shares; 2025Q4: 18,549 shares; 2026Q1: 19,309 shares 19,309 $6M 0.09% +760 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: 99,174 shares; 2024Q4: 102,783 shares; 2025Q1: 106,013 shares; 2025Q2: 99,595 shares; 2025Q3: 94,990 shares; 2025Q4: 95,847 shares; 2026Q1: 97,795 shares 97,795 $5.93M 0.09% +1,948 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: 50,032 shares; 2024Q4: 53,657 shares; 2025Q1: 62,154 shares; 2025Q2: 63,173 shares; 2025Q3: 64,000 shares; 2025Q4: 67,919 shares; 2026Q1: 74,407 shares 74,407 $5.92M 0.09% +6,488 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: 4,840 shares; 2024Q4: 8,168 shares; 2025Q1: 5,359 shares; 2025Q2: 6,061 shares; 2025Q3: 6,484 shares; 2025Q4: 6,362 shares; 2026Q1: 6,783 shares 6,783 $5.92M 0.09% +421 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: 52,489 shares; 2024Q4: 52,379 shares; 2025Q1: 50,536 shares; 2025Q2: 51,066 shares; 2025Q3: 53,863 shares; 2025Q4: 54,100 shares; 2026Q1: 49,132 shares 49,132 $5.83M 0.09% -4,968 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,365 shares; 2024Q4: 42,365 shares; 2025Q1: 42,365 shares; 2025Q2: 42,330 shares; 2025Q3: 42,320 shares; 2025Q4: 42,370 shares; 2026Q1: 42,377 shares 42,377 $5.69M 0.09% +7 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: 5,532 shares; 2024Q4: 5,639 shares; 2025Q1: 6,080 shares; 2025Q2: 6,047 shares; 2025Q3: 6,393 shares; 2025Q4: 6,330 shares; 2026Q1: 6,649 shares 6,649 $5.63M 0.09% +319 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,743 shares; 2024Q4: 1,125,059 shares; 2025Q1: 1,125,099 shares; 2025Q2: 1,194,533 shares; 2025Q3: 212,132 shares; 2025Q4: 212,101 shares; 2026Q1: 822,765 shares 822,765 $5.58M 0.09% +610,664 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: 58,657 shares; 2024Q4: 53,846 shares; 2025Q1: 53,987 shares; 2025Q2: 55,186 shares; 2025Q3: 55,371 shares; 2025Q4: 56,403 shares; 2026Q1: 60,044 shares 60,044 $5.58M 0.09% +3,641 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: 29,851 shares; 2024Q4: 25,675 shares; 2025Q1: 26,622 shares; 2025Q2: 24,944 shares; 2025Q3: 29,507 shares; 2025Q4: 30,349 shares; 2026Q1: 35,752 shares 35,752 $5.55M 0.09% +5,403 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: 55,357 shares; 2024Q4: 56,382 shares; 2025Q1: 53,620 shares; 2025Q2: 57,585 shares; 2025Q3: 56,369 shares; 2025Q4: 59,205 shares; 2026Q1: 57,461 shares 57,461 $5.54M 0.08% -1,744 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: 56,076 shares; 2024Q4: 53,506 shares; 2025Q1: 59,039 shares; 2025Q2: 55,943 shares; 2025Q3: 57,368 shares; 2025Q4: 57,567 shares; 2026Q1: 58,967 shares 58,967 $5.48M 0.08% +1,400 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: 21,696 shares; 2024Q4: 20,457 shares; 2025Q1: 20,996 shares; 2025Q2: 18,109 shares; 2025Q3: 21,635 shares; 2025Q4: 21,590 shares; 2026Q1: 19,760 shares 19,760 $5.35M 0.08% -1,830 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,480 shares; 2024Q4: 26,079 shares; 2025Q1: 26,846 shares; 2025Q2: 30,010 shares; 2025Q3: 29,083 shares; 2025Q4: 29,276 shares; 2026Q1: 32,221 shares 32,221 $5.33M 0.08% +2,945 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: 6,392 shares; 2024Q4: 6,863 shares; 2025Q1: 6,726 shares; 2025Q2: 8,290 shares; 2025Q3: 8,300 shares; 2025Q4: 8,927 shares; 2026Q1: 9,039 shares 9,039 $5.22M 0.08% +112 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: 33,103 shares; 2024Q4: 32,870 shares; 2025Q1: 35,344 shares; 2025Q2: 40,518 shares; 2025Q3: 41,211 shares; 2025Q4: 42,018 shares; 2026Q1: 41,076 shares 41,076 $5.19M 0.08% -942 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: 14,297 shares; 2024Q4: 14,402 shares; 2025Q1: 14,525 shares; 2025Q2: 15,194 shares; 2025Q3: 15,618 shares; 2025Q4: 16,385 shares; 2026Q1: 16,719 shares 16,719 $5.06M 0.08% +334 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,803 shares; 2024Q4: 73,602 shares; 2025Q1: 72,191 shares; 2025Q2: 71,977 shares; 2025Q3: 71,977 shares; 2025Q4: 71,977 shares; 2026Q1: 73,406 shares 73,406 $5.03M 0.08% +1,429 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 13,590 shares; 2025Q1: 14,385 shares; 2025Q2: 13,829 shares; 2025Q3: 13,515 shares; 2025Q4: 13,705 shares; 2026Q1: 14,232 shares 14,232 $5.01M 0.08% +527 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 26,909 shares; 2025Q1: 26,299 shares; 2025Q2: 28,319 shares; 2025Q3: 29,340 shares; 2025Q4: 30,190 shares; 2026Q1: 30,788 shares 30,788 $4.98M 0.08% +598 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,409 shares; 2024Q4: 265,563 shares; 2025Q1: 272,227 shares; 2025Q2: 277,233 shares; 2025Q3: 284,277 shares; 2025Q4: 287,600 shares; 2026Q1: 291,215 shares 291,215 $4.94M 0.08% +3,615 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,463 shares; 2025Q1: 9,898 shares; 2025Q2: 10,270 shares; 2025Q3: 10,248 shares; 2025Q4: 9,001 shares; 2026Q1: 9,946 shares 9,946 $4.93M 0.08% +945 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,685 shares; 2024Q4: 47,906 shares; 2025Q1: 48,338 shares; 2025Q2: 48,312 shares; 2025Q3: 48,424 shares; 2025Q4: 47,218 shares; 2026Q1: 46,346 shares 46,346 $4.9M 0.08% -872 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: 117,517 shares; 2024Q4: 115,128 shares; 2025Q1: 113,600 shares; 2025Q2: 114,191 shares; 2025Q3: 114,435 shares; 2025Q4: 118,800 shares; 2026Q1: 119,015 shares 119,015 $4.89M 0.07% +215 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: 158,650 shares; 2024Q4: 161,066 shares; 2025Q1: 162,653 shares; 2025Q2: 171,735 shares; 2025Q3: 173,254 shares; 2025Q4: 159,779 shares; 2026Q1: 168,249 shares 168,249 $4.88M 0.07% +8,470 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: 24,016 shares; 2024Q4: 24,692 shares; 2025Q1: 25,826 shares; 2025Q2: 26,960 shares; 2025Q3: 27,324 shares; 2025Q4: 28,280 shares; 2026Q1: 29,515 shares 29,515 $4.86M 0.07% +1,235 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: 51,360 shares; 2024Q4: 56,363 shares; 2025Q1: 58,730 shares; 2025Q2: 59,106 shares; 2025Q3: 59,233 shares; 2025Q4: 58,873 shares; 2026Q1: 58,089 shares 58,089 $4.79M 0.07% -784 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: 45,696 shares; 2024Q4: 46,462 shares; 2025Q1: 48,456 shares; 2025Q2: 51,659 shares; 2025Q3: 51,275 shares; 2025Q4: 48,068 shares; 2026Q1: 46,561 shares 46,561 $4.78M 0.07% -1,507 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: 12,319 shares; 2024Q4: 12,249 shares; 2025Q1: 12,177 shares; 2025Q2: 13,064 shares; 2025Q3: 13,175 shares; 2025Q4: 12,941 shares; 2026Q1: 13,324 shares 13,324 $4.77M 0.07% +383 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: 25,000 shares; 2024Q4: 25,431 shares; 2025Q1: 25,814 shares; 2025Q2: 27,200 shares; 2025Q3: 28,359 shares; 2025Q4: 28,497 shares; 2026Q1: 29,808 shares 29,808 $4.76M 0.07% +1,311 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: 17,954 shares; 2024Q4: 17,873 shares; 2025Q1: 17,499 shares; 2025Q2: 17,163 shares; 2025Q3: 16,399 shares; 2025Q4: 17,049 shares; 2026Q1: 16,227 shares 16,227 $4.66M 0.07% -822 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: 3,949 shares; 2024Q4: 4,102 shares; 2025Q1: 4,299 shares; 2025Q2: 5,330 shares; 2025Q3: 4,988 shares; 2025Q4: 5,365 shares; 2026Q1: 5,300 shares 5,300 $4.59M 0.07% -65 Timeline VONG 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: 48,091 shares; 2024Q4: 42,926 shares; 2025Q1: 41,229 shares; 2025Q2: 41,116 shares; 2025Q3: 41,025 shares; 2025Q4: 40,944 shares; 2026Q1: 40,683 shares 40,683 $4.46M 0.07% -261 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: 10,213 shares; 2024Q4: 9,903 shares; 2025Q1: 10,323 shares; 2025Q2: 10,158 shares; 2025Q3: 10,267 shares; 2025Q4: 10,140 shares; 2026Q1: 10,664 shares 10,664 $4.44M 0.07% +524 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,353 shares; 2024Q4: 221,164 shares; 2025Q1: 223,348 shares; 2025Q2: 215,418 shares; 2025Q3: 217,598 shares; 2025Q4: 220,927 shares; 2026Q1: 224,694 shares 224,694 $4.44M 0.07% +3,767 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: 19,034 shares; 2024Q4: 21,753 shares; 2025Q1: 21,850 shares; 2025Q2: 19,862 shares; 2025Q3: 19,802 shares; 2025Q4: 20,252 shares; 2026Q1: 20,881 shares 20,881 $4.3M 0.07% +629 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,530 shares; 2024Q4: 22,132 shares; 2025Q1: 20,542 shares; 2025Q2: 20,537 shares; 2025Q3: 20,528 shares; 2025Q4: 20,664 shares; 2026Q1: 20,702 shares 20,702 $4.23M 0.06% +38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,736 shares; 2024Q4: 42,168 shares; 2025Q1: 41,699 shares; 2025Q2: 40,450 shares; 2025Q3: 40,266 shares; 2025Q4: 40,703 shares; 2026Q1: 37,819 shares 37,819 $4.15M 0.06% -2,884 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: 15,247 shares; 2024Q4: 15,324 shares; 2025Q1: 15,262 shares; 2025Q2: 15,501 shares; 2025Q3: 15,800 shares; 2025Q4: 16,146 shares; 2026Q1: 17,431 shares 17,431 $4.12M 0.06% +1,285 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: 43,946 shares; 2024Q4: 43,744 shares; 2025Q1: 45,521 shares; 2025Q2: 45,866 shares; 2025Q3: 39,250 shares; 2025Q4: 41,442 shares; 2026Q1: 41,696 shares 41,696 $4.1M 0.06% +254 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: 8,571 shares; 2024Q4: 8,084 shares; 2025Q1: 8,167 shares; 2025Q2: 6,708 shares; 2025Q3: 7,881 shares; 2025Q4: 8,246 shares; 2026Q1: 8,342 shares 8,342 $4.1M 0.06% +96 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: 7,493 shares; 2024Q4: 7,808 shares; 2025Q1: 7,894 shares; 2025Q2: 8,219 shares; 2025Q3: 7,405 shares; 2025Q4: 8,455 shares; 2026Q1: 8,877 shares 8,877 $4.09M 0.06% +422 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: 288,357 shares; 2024Q4: 289,356 shares; 2025Q1: 313,216 shares; 2025Q2: 331,531 shares; 2025Q3: 344,205 shares; 2025Q4: 355,895 shares; 2026Q1: 360,794 shares 360,794 $4.07M 0.06% +4,899 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: 18,865 shares; 2024Q4: 19,821 shares; 2025Q1: 20,941 shares; 2025Q2: 21,337 shares; 2025Q3: 21,882 shares; 2025Q4: 21,468 shares; 2026Q1: 21,281 shares 21,281 $3.97M 0.06% -187 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 5,031 shares; 2025Q1: 1,720 shares; 2025Q2: 12,838 shares; 2025Q3: 200,699 shares; 2025Q4: 304,043 shares; 2026Q1: 206,143 shares 206,143 $3.95M 0.06% -97,900 Timeline IBTI 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: 51,269 shares; 2025Q1: 91,703 shares; 2025Q2: 150,110 shares; 2025Q3: 177,601 shares; 2025Q4: 177,601 shares; 2026Q1: 172,974 shares 172,974 $3.85M 0.06% -4,627 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: 21,026 shares; 2024Q4: 19,082 shares; 2025Q1: 21,592 shares; 2025Q2: 18,921 shares; 2025Q3: 18,562 shares; 2025Q4: 17,989 shares; 2026Q1: 19,699 shares 19,699 $3.82M 0.06% +1,710 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 52,295 shares; 2025Q1: 99,179 shares; 2025Q2: 150,338 shares; 2025Q3: 172,601 shares; 2025Q4: 171,068 shares; 2026Q1: 168,913 shares 168,913 $3.79M 0.06% -2,155 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 11,599 shares; 2025Q1: 11,710 shares; 2025Q2: 11,520 shares; 2025Q3: 10,980 shares; 2025Q4: 11,197 shares; 2026Q1: 11,844 shares 11,844 $3.77M 0.06% +647 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,224 shares; 2024Q4: 27,200 shares; 2025Q1: 27,105 shares; 2025Q2: 27,105 shares; 2025Q3: 27,052 shares; 2025Q4: 27,052 shares; 2026Q1: 26,718 shares 26,718 $3.7M 0.06% -334 Timeline IBTJ 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: 52,362 shares; 2025Q1: 87,732 shares; 2025Q2: 135,487 shares; 2025Q3: 160,520 shares; 2025Q4: 160,520 shares; 2026Q1: 166,673 shares 166,673 $3.64M 0.06% +6,153 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: 21,382 shares; 2024Q4: 21,096 shares; 2025Q1: 8,744 shares; 2025Q2: 7,611 shares; 2025Q3: 6,050 shares; 2025Q4: 6,366 shares; 2026Q1: 29,067 shares 29,067 $3.61M 0.06% +22,701 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,639 shares; 2026Q1: 39,567 shares 39,567 $3.6M 0.06% +928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.06% 0 Timeline IBTG 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: 48,537 shares; 2025Q1: 90,601 shares; 2025Q2: 150,437 shares; 2025Q3: 149,508 shares; 2025Q4: 160,879 shares; 2026Q1: 154,245 shares 154,245 $3.53M 0.05% -6,634 Timeline SCHB 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: 48,516 shares; 2024Q4: 157,815 shares; 2025Q1: 155,566 shares; 2025Q2: 155,541 shares; 2025Q3: 157,460 shares; 2025Q4: 158,664 shares; 2026Q1: 140,025 shares 140,025 $3.51M 0.05% -18,639 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: 21,000 shares; 2024Q4: 22,062 shares; 2025Q1: 23,338 shares; 2025Q2: 24,612 shares; 2025Q3: 25,420 shares; 2025Q4: 25,899 shares; 2026Q1: 25,138 shares 25,138 $3.5M 0.05% -761 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: 15,036 shares; 2024Q4: 15,283 shares; 2025Q1: 15,971 shares; 2025Q2: 22,650 shares; 2025Q3: 22,561 shares; 2025Q4: 29,916 shares; 2026Q1: 30,437 shares 30,437 $3.5M 0.05% +521 Timeline SCHF 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: 89,835 shares; 2024Q4: 179,298 shares; 2025Q1: 172,632 shares; 2025Q2: 170,720 shares; 2025Q3: 171,621 shares; 2025Q4: 144,674 shares; 2026Q1: 140,486 shares 140,486 $3.48M 0.05% -4,188 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: 9,499 shares; 2025Q1: 9,487 shares; 2025Q2: 18,282 shares; 2025Q3: 18,175 shares; 2025Q4: 18,244 shares; 2026Q1: 18,974 shares 18,974 $3.46M 0.05% +730 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,098 shares; 2024Q4: 120,473 shares; 2025Q1: 124,782 shares; 2025Q2: 126,703 shares; 2025Q3: 129,609 shares; 2025Q4: 130,586 shares; 2026Q1: 130,954 shares 130,954 $3.41M 0.05% +368 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: 2,011 shares; 2024Q4: 1,917 shares; 2025Q1: 2,256 shares; 2025Q2: 2,212 shares; 2025Q3: 2,152 shares; 2025Q4: 2,308 shares; 2026Q1: 2,314 shares 2,314 $3.41M 0.05% +6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 8,525 shares; 2025Q1: 8,589 shares; 2025Q2: 8,765 shares; 2025Q3: 8,870 shares; 2025Q4: 9,046 shares; 2026Q1: 9,830 shares 9,830 $3.39M 0.05% +784 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: 19,822 shares; 2024Q4: 20,553 shares; 2025Q1: 21,136 shares; 2025Q2: 21,099 shares; 2025Q3: 20,811 shares; 2025Q4: 20,350 shares; 2026Q1: 19,563 shares 19,563 $3.35M 0.05% -787 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: 117,087 shares; 2024Q4: 79,623 shares; 2025Q1: 89,077 shares; 2025Q2: 98,989 shares; 2025Q3: 105,160 shares; 2025Q4: 110,692 shares; 2026Q1: 118,371 shares 118,371 $3.32M 0.05% +7,679 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: 65,562 shares; 2024Q4: 61,418 shares; 2025Q1: 63,226 shares; 2025Q2: 65,195 shares; 2025Q3: 66,210 shares; 2025Q4: 61,779 shares; 2026Q1: 65,925 shares 65,925 $3.31M 0.05% +4,146 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,948 shares; 2024Q4: 49,870 shares; 2025Q1: 50,672 shares; 2025Q2: 49,747 shares; 2025Q3: 54,426 shares; 2025Q4: 52,558 shares; 2026Q1: 44,942 shares 44,942 $3.26M 0.05% -7,616 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: 22,549 shares; 2025Q1: 24,095 shares; 2025Q2: 24,844 shares; 2025Q3: 25,913 shares; 2025Q4: 25,458 shares; 2026Q1: 26,508 shares 26,508 $3.25M 0.05% +1,050 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: 13,161 shares; 2024Q4: 12,913 shares; 2025Q1: 13,367 shares; 2025Q2: 12,110 shares; 2025Q3: 11,942 shares; 2025Q4: 12,121 shares; 2026Q1: 13,414 shares 13,414 $3.25M 0.05% +1,293 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: 9,105 shares; 2024Q4: 9,285 shares; 2025Q1: 9,271 shares; 2025Q2: 9,314 shares; 2025Q3: 9,409 shares; 2025Q4: 9,429 shares; 2026Q1: 9,863 shares 9,863 $3.24M 0.05% +434 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: 33,557 shares; 2024Q4: 31,433 shares; 2025Q1: 38,657 shares; 2025Q2: 38,961 shares; 2025Q3: 44,683 shares; 2025Q4: 43,652 shares; 2026Q1: 44,599 shares 44,599 $3.21M 0.05% +947 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: 12,956 shares; 2024Q4: 12,686 shares; 2025Q1: 12,739 shares; 2025Q2: 12,833 shares; 2025Q3: 12,905 shares; 2025Q4: 13,160 shares; 2026Q1: 13,032 shares 13,032 $3.18M 0.05% -128 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: 21,957 shares; 2024Q4: 24,477 shares; 2025Q1: 24,695 shares; 2025Q2: 22,560 shares; 2025Q3: 22,656 shares; 2025Q4: 40,848 shares; 2026Q1: 22,968 shares 22,968 $3.18M 0.05% -17,880 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: 23,235 shares; 2024Q4: 25,173 shares; 2025Q1: 26,544 shares; 2025Q2: 24,827 shares; 2025Q3: 25,057 shares; 2025Q4: 22,683 shares; 2026Q1: 23,958 shares 23,958 $3.16M 0.05% +1,275 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: 22,751 shares; 2024Q4: 23,200 shares; 2025Q1: 23,685 shares; 2025Q2: 24,873 shares; 2025Q3: 25,518 shares; 2025Q4: 26,042 shares; 2026Q1: 23,132 shares 23,132 $3.15M 0.05% -2,910 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 10,035 shares; 2025Q1: 9,818 shares; 2025Q2: 10,392 shares; 2025Q3: 10,793 shares; 2025Q4: 10,855 shares; 2026Q1: 11,277 shares 11,277 $3.13M 0.05% +422 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,547 shares; 2024Q4: 78,725 shares; 2025Q1: 77,790 shares; 2025Q2: 72,966 shares; 2025Q3: 78,314 shares; 2025Q4: 79,813 shares; 2026Q1: 79,895 shares 79,895 $3.12M 0.05% +82 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: 2,973 shares; 2024Q4: 3,052 shares; 2025Q1: 2,981 shares; 2025Q2: 3,092 shares; 2025Q3: 3,006 shares; 2025Q4: 3,174 shares; 2026Q1: 3,485 shares 3,485 $3.12M 0.05% +311 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: 32,308 shares; 2024Q4: 35,124 shares; 2025Q1: 34,676 shares; 2025Q2: 30,588 shares; 2025Q3: 38,397 shares; 2025Q4: 41,068 shares; 2026Q1: 42,882 shares 42,882 $3.12M 0.05% +1,814 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,791 shares; 2024Q4: 44,440 shares; 2025Q1: 45,444 shares; 2025Q2: 47,594 shares; 2025Q3: 50,414 shares; 2025Q4: 51,663 shares; 2026Q1: 52,670 shares 52,670 $3.08M 0.05% +1,007 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: 5,295 shares; 2024Q4: 5,442 shares; 2025Q1: 5,782 shares; 2025Q2: 5,877 shares; 2025Q3: 5,676 shares; 2025Q4: 5,651 shares; 2026Q1: 5,466 shares 5,466 $3.08M 0.05% -185 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: 27,452 shares; 2024Q4: 143,924 shares; 2025Q1: 146,475 shares; 2025Q2: 147,907 shares; 2025Q3: 149,542 shares; 2025Q4: 152,608 shares; 2026Q1: 148,699 shares 148,699 $3.08M 0.05% -3,909 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,797 shares; 2024Q4: 104,747 shares; 2025Q1: 105,651 shares; 2025Q2: 105,129 shares; 2025Q3: 104,375 shares; 2025Q4: 104,437 shares; 2026Q1: 104,598 shares 104,598 $3.07M 0.05% +161 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: 23,936 shares; 2024Q4: 25,410 shares; 2025Q1: 27,797 shares; 2025Q2: 28,974 shares; 2025Q3: 29,874 shares; 2025Q4: 30,887 shares; 2026Q1: 32,614 shares 32,614 $3.07M 0.05% +1,727 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,083 shares; 2024Q4: 120,378 shares; 2025Q1: 126,859 shares; 2025Q2: 129,798 shares; 2025Q3: 134,386 shares; 2025Q4: 137,391 shares; 2026Q1: 140,389 shares 140,389 $3.04M 0.05% +2,998 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,110 shares; 2024Q4: 43,701 shares; 2025Q1: 42,323 shares; 2025Q2: 43,212 shares; 2025Q3: 43,497 shares; 2025Q4: 44,225 shares; 2026Q1: 44,545 shares 44,545 $2.97M 0.05% +320 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: 16,326 shares; 2024Q4: 17,361 shares; 2025Q1: 17,643 shares; 2025Q2: 18,548 shares; 2025Q3: 20,430 shares; 2025Q4: 20,541 shares; 2026Q1: 22,025 shares 22,025 $2.88M 0.04% +1,484 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: 3,886 shares; 2024Q4: 3,407 shares; 2025Q1: 3,576 shares; 2025Q2: 3,698 shares; 2025Q3: 3,866 shares; 2025Q4: 3,915 shares; 2026Q1: 4,138 shares 4,138 $2.82M 0.04% +223 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: 13,784 shares; 2024Q4: 14,551 shares; 2025Q1: 12,831 shares; 2025Q2: 13,020 shares; 2025Q3: 12,458 shares; 2025Q4: 11,792 shares; 2026Q1: 12,485 shares 12,485 $2.82M 0.04% +693 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: 40,717 shares; 2024Q4: 44,595 shares; 2025Q1: 44,641 shares; 2025Q2: 46,829 shares; 2025Q3: 47,897 shares; 2025Q4: 49,160 shares; 2026Q1: 52,012 shares 52,012 $2.82M 0.04% +2,852 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: 26,436 shares; 2024Q4: 23,125 shares; 2025Q1: 25,024 shares; 2025Q2: 23,177 shares; 2025Q3: 27,672 shares; 2025Q4: 30,082 shares; 2026Q1: 31,080 shares 31,080 $2.78M 0.04% +998 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: 4,392 shares; 2024Q4: 4,490 shares; 2025Q1: 5,172 shares; 2025Q2: 6,426 shares; 2025Q3: 6,357 shares; 2025Q4: 6,688 shares; 2026Q1: 7,096 shares 7,096 $2.77M 0.04% +408 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 8,163 shares; 2025Q1: 8,140 shares; 2025Q2: 8,140 shares; 2025Q3: 12,581 shares; 2025Q4: 18,856 shares; 2026Q1: 75,278 shares 75,278 $2.77M 0.04% +56,422 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 10,297 shares; 2025Q1: 10,762 shares; 2025Q2: 11,368 shares; 2025Q3: 12,038 shares; 2025Q4: 13,056 shares; 2026Q1: 13,774 shares 13,774 $2.72M 0.04% +718 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 8,083 shares; 2025Q1: 8,205 shares; 2025Q2: 8,316 shares; 2025Q3: 8,367 shares; 2025Q4: 8,568 shares; 2026Q1: 8,925 shares 8,925 $2.71M 0.04% +357 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: 4,904 shares; 2024Q4: 4,942 shares; 2025Q1: 4,455 shares; 2025Q2: 4,783 shares; 2025Q3: 4,494 shares; 2025Q4: 4,028 shares; 2026Q1: 4,481 shares 4,481 $2.71M 0.04% +453 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: 5,940 shares; 2024Q4: 5,608 shares; 2025Q1: 5,713 shares; 2025Q2: 6,056 shares; 2025Q3: 6,104 shares; 2025Q4: 6,118 shares; 2026Q1: 6,231 shares 6,231 $2.69M 0.04% +113 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: 29,332 shares; 2024Q4: 32,244 shares; 2025Q1: 33,860 shares; 2025Q2: 36,255 shares; 2025Q3: 38,086 shares; 2025Q4: 36,231 shares; 2026Q1: 40,637 shares 40,637 $2.68M 0.04% +4,406 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: 6,784 shares; 2024Q4: 12,778 shares; 2025Q1: 13,471 shares; 2025Q2: 13,115 shares; 2025Q3: 13,411 shares; 2025Q4: 12,825 shares; 2026Q1: 16,623 shares 16,623 $2.66M 0.04% +3,798 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,298 shares; 2024Q4: 27,047 shares; 2025Q1: 26,179 shares; 2025Q2: 25,794 shares; 2025Q3: 25,927 shares; 2025Q4: 26,155 shares; 2026Q1: 26,711 shares 26,711 $2.66M 0.04% +556 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: 8,972 shares; 2024Q4: 11,063 shares; 2025Q1: 10,360 shares; 2025Q2: 12,624 shares; 2025Q3: 12,782 shares; 2025Q4: 13,439 shares; 2026Q1: 13,245 shares 13,245 $2.64M 0.04% -194 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,567 shares; 2024Q4: 92,103 shares; 2025Q1: 96,506 shares; 2025Q2: 96,119 shares; 2025Q3: 96,200 shares; 2025Q4: 96,681 shares; 2026Q1: 102,619 shares 102,619 $2.63M 0.04% +5,938 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: 41,243 shares; 2024Q4: 34,715 shares; 2025Q1: 56,357 shares; 2025Q2: 35,087 shares; 2025Q3: 39,370 shares; 2025Q4: 49,116 shares; 2026Q1: 59,173 shares 59,173 $2.61M 0.04% +10,057 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: 12,259 shares; 2024Q4: 12,562 shares; 2025Q1: 12,769 shares; 2025Q2: 12,559 shares; 2025Q3: 12,573 shares; 2025Q4: 12,781 shares; 2026Q1: 13,039 shares 13,039 $2.58M 0.04% +258 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,950 shares; 2025Q4: 57,550 shares; 2026Q1: 400,200 shares 400,200 $2.58M 0.04% +342,650 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: 316 shares; 2024Q4: 351 shares; 2025Q1: 392 shares; 2025Q2: 494 shares; 2025Q3: 520 shares; 2025Q4: 557 shares; 2026Q1: 612 shares 612 $2.58M 0.04% +55 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: 21,034 shares; 2024Q4: 16,587 shares; 2025Q1: 21,412 shares; 2025Q2: 23,186 shares; 2025Q3: 24,592 shares; 2025Q4: 25,598 shares; 2026Q1: 27,398 shares 27,398 $2.56M 0.04% +1,800 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: 32,055 shares; 2024Q4: 40,090 shares; 2025Q1: 42,722 shares; 2025Q2: 38,696 shares; 2025Q3: 42,237 shares; 2025Q4: 44,674 shares; 2026Q1: 46,265 shares 46,265 $2.55M 0.04% +1,591 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: 13,933 shares; 2024Q4: 14,024 shares; 2025Q1: 14,068 shares; 2025Q2: 13,680 shares; 2025Q3: 13,801 shares; 2025Q4: 12,582 shares; 2026Q1: 5,925 shares 5,925 $2.55M 0.04% -6,657 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: 5,855 shares; 2024Q4: 5,966 shares; 2025Q1: 6,099 shares; 2025Q2: 6,798 shares; 2025Q3: 6,399 shares; 2025Q4: 7,447 shares; 2026Q1: 7,645 shares 7,645 $2.49M 0.04% +198 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: 5,149 shares; 2024Q4: 5,049 shares; 2025Q1: 5,705 shares; 2025Q2: 5,300 shares; 2025Q3: 5,103 shares; 2025Q4: 5,305 shares; 2026Q1: 5,526 shares 5,526 $2.47M 0.04% +221 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: 28,267 shares; 2024Q4: 29,467 shares; 2025Q1: 29,108 shares; 2025Q2: 35,002 shares; 2025Q3: 35,631 shares; 2025Q4: 35,988 shares; 2026Q1: 37,324 shares 37,324 $2.47M 0.04% +1,336 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: 24,863 shares; 2024Q4: 25,705 shares; 2025Q1: 26,152 shares; 2025Q2: 25,921 shares; 2025Q3: 19,564 shares; 2025Q4: 20,058 shares; 2026Q1: 19,471 shares 19,471 $2.44M 0.04% -587 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,739 shares; 2024Q4: 532,143 shares; 2025Q1: 533,892 shares; 2025Q2: 514,757 shares; 2025Q3: 516,636 shares; 2025Q4: 516,236 shares; 2026Q1: 516,169 shares 516,169 $2.42M 0.04% -67 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: 9,227 shares; 2024Q4: 9,519 shares; 2025Q1: 9,744 shares; 2025Q2: 9,801 shares; 2025Q3: 10,795 shares; 2025Q4: 11,443 shares; 2026Q1: 11,874 shares 11,874 $2.41M 0.04% +431 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: 25,898 shares; 2024Q4: 25,381 shares; 2025Q1: 23,737 shares; 2025Q2: 21,229 shares; 2025Q3: 21,674 shares; 2025Q4: 21,538 shares; 2026Q1: 21,197 shares 21,197 $2.4M 0.04% -341 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,023 shares; 2025Q1: 6,023 shares; 2025Q2: 4,824 shares; 2025Q3: 10,017 shares; 2025Q4: 16,333 shares; 2026Q1: 66,692 shares 66,692 $2.37M 0.04% +50,359 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: 42,105 shares; 2026Q1: 41,562 shares 41,562 $2.37M 0.04% -543 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 7,475 shares; 2025Q1: 6,197 shares; 2025Q2: 6,001 shares; 2025Q3: 5,535 shares; 2025Q4: 4,892 shares; 2026Q1: 6,054 shares 6,054 $2.35M 0.04% +1,162 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: 43,334 shares; 2024Q4: 41,575 shares; 2025Q1: 37,629 shares; 2025Q2: 43,305 shares; 2025Q3: 43,818 shares; 2025Q4: 46,572 shares; 2026Q1: 47,998 shares 47,998 $2.34M 0.04% +1,426 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: 11,283 shares; 2024Q4: 11,324 shares; 2025Q1: 11,868 shares; 2025Q2: 10,663 shares; 2025Q3: 10,826 shares; 2025Q4: 9,947 shares; 2026Q1: 11,069 shares 11,069 $2.32M 0.04% +1,122 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,203 shares; 2024Q4: 27,284 shares; 2025Q1: 28,375 shares; 2025Q2: 28,829 shares; 2025Q3: 28,802 shares; 2025Q4: 29,879 shares; 2026Q1: 31,693 shares 31,693 $2.31M 0.04% +1,814 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,072 shares; 2025Q1: 54,072 shares; 2025Q2: 54,072 shares; 2025Q3: 54,072 shares; 2025Q4: 54,072 shares; 2026Q1: 54,072 shares 54,072 $2.3M 0.04% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,166 shares; 2026Q1: 65,288 shares 65,288 $2.29M 0.04% +58,122 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: 8,462 shares; 2024Q4: 8,511 shares; 2025Q1: 8,850 shares; 2025Q2: 9,177 shares; 2025Q3: 9,332 shares; 2025Q4: 9,547 shares; 2026Q1: 9,911 shares 9,911 $2.28M 0.03% +364 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: 3,214 shares; 2024Q4: 3,047 shares; 2025Q1: 3,091 shares; 2025Q2: 3,811 shares; 2025Q3: 3,826 shares; 2025Q4: 3,987 shares; 2026Q1: 4,133 shares 4,133 $2.27M 0.03% +146 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: 13,996 shares; 2024Q4: 14,485 shares; 2025Q1: 14,444 shares; 2025Q2: 13,682 shares; 2025Q3: 10,941 shares; 2025Q4: 12,207 shares; 2026Q1: 11,381 shares 11,381 $2.26M 0.03% -826 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: 21,680 shares; 2024Q4: 22,347 shares; 2025Q1: 21,616 shares; 2025Q2: 22,835 shares; 2025Q3: 23,164 shares; 2025Q4: 23,381 shares; 2026Q1: 23,689 shares 23,689 $2.24M 0.03% +308 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: 3,950 shares; 2024Q4: 4,133 shares; 2025Q1: 4,101 shares; 2025Q2: 4,178 shares; 2025Q3: 4,125 shares; 2025Q4: 21,087 shares; 2026Q1: 21,386 shares 21,386 $2.24M 0.03% +299 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: 3,925 shares; 2024Q4: 3,997 shares; 2025Q1: 3,436 shares; 2025Q2: 4,755 shares; 2025Q3: 6,798 shares; 2025Q4: 5,479 shares; 2026Q1: 8,250 shares 8,250 $2.23M 0.03% +2,771 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,864 shares; 2024Q4: 26,958 shares; 2025Q1: 25,839 shares; 2025Q2: 23,671 shares; 2025Q3: 23,671 shares; 2025Q4: 23,671 shares; 2026Q1: 23,883 shares 23,883 $2.21M 0.03% +212 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: 23,486 shares; 2024Q4: 16,574 shares; 2025Q1: 16,156 shares; 2025Q2: 17,026 shares; 2025Q3: 18,236 shares; 2025Q4: 19,198 shares; 2026Q1: 20,200 shares 20,200 $2.19M 0.03% +1,002 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: 6,567 shares; 2024Q4: 7,068 shares; 2025Q1: 6,681 shares; 2025Q2: 6,575 shares; 2025Q3: 6,578 shares; 2025Q4: 7,220 shares; 2026Q1: 8,721 shares 8,721 $2.19M 0.03% +1,501 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,811 shares; 2024Q4: 239,296 shares; 2025Q1: 250,979 shares; 2025Q2: 246,141 shares; 2025Q3: 255,752 shares; 2025Q4: 259,537 shares; 2026Q1: 272,110 shares 272,110 $2.16M 0.03% +12,573 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,535 shares; 2025Q1: 7,233 shares; 2025Q2: 7,179 shares; 2025Q3: 6,829 shares; 2025Q4: 6,829 shares; 2026Q1: 8,042 shares 8,042 $2.14M 0.03% +1,213 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: 1,546 shares; 2024Q4: 1,492 shares; 2025Q1: 1,559 shares; 2025Q2: 23,030 shares; 2025Q3: 23,610 shares; 2025Q4: 22,646 shares; 2026Q1: 23,122 shares 23,122 $2.13M 0.03% +476 Timeline BSMR 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: not reported; 2024Q4: 6,714 shares; 2025Q1: 42,664 shares; 2025Q2: 42,664 shares; 2025Q3: 87,580 shares; 2025Q4: 87,580 shares; 2026Q1: 90,102 shares 90,102 $2.13M 0.03% +2,522 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: 26,094 shares; 2024Q4: 31,293 shares; 2025Q1: 32,664 shares; 2025Q2: 35,449 shares; 2025Q3: 35,937 shares; 2025Q4: 37,562 shares; 2026Q1: 37,839 shares 37,839 $2.11M 0.03% +277 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: 5,163 shares; 2024Q4: 4,926 shares; 2025Q1: 5,326 shares; 2025Q2: 5,752 shares; 2025Q3: 5,843 shares; 2025Q4: 5,811 shares; 2026Q1: 6,135 shares 6,135 $2.11M 0.03% +324 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: 19,509 shares; 2024Q4: 18,499 shares; 2025Q1: 19,964 shares; 2025Q2: 19,445 shares; 2025Q3: 18,652 shares; 2025Q4: 18,451 shares; 2026Q1: 16,338 shares 16,338 $2.1M 0.03% -2,113 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,034 shares; 2025Q4: 42,034 shares; 2026Q1: 42,034 shares 42,034 $2.09M 0.03% 0 Timeline ITOT 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: 16,474 shares; 2024Q4: 16,339 shares; 2025Q1: 16,003 shares; 2025Q2: 14,297 shares; 2025Q3: 14,681 shares; 2025Q4: 14,887 shares; 2026Q1: 14,655 shares 14,655 $2.09M 0.03% -232 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: 1,911 shares; 2024Q4: 3,209 shares; 2025Q1: 3,895 shares; 2025Q2: 4,452 shares; 2025Q3: 4,451 shares; 2025Q4: 4,249 shares; 2026Q1: 4,280 shares 4,280 $2.08M 0.03% +31 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,703 shares; 2024Q4: 214,945 shares; 2025Q1: 218,990 shares; 2025Q2: 232,860 shares; 2025Q3: 227,373 shares; 2025Q4: 230,104 shares; 2026Q1: 230,854 shares 230,854 $2.07M 0.03% +750 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: 19,702 shares; 2024Q4: 22,436 shares; 2025Q1: 20,039 shares; 2025Q2: 15,870 shares; 2025Q3: 18,748 shares; 2025Q4: 21,405 shares; 2026Q1: 22,202 shares 22,202 $2.07M 0.03% +797 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: 27,869 shares; 2024Q4: 29,237 shares; 2025Q1: 32,421 shares; 2025Q2: 32,077 shares; 2025Q3: 31,273 shares; 2025Q4: 31,429 shares; 2026Q1: 32,736 shares 32,736 $2.05M 0.03% +1,307 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: 9,608 shares; 2024Q4: 9,490 shares; 2025Q1: 9,975 shares; 2025Q2: 10,096 shares; 2025Q3: 11,921 shares; 2025Q4: 11,585 shares; 2026Q1: 11,830 shares 11,830 $2.05M 0.03% +245 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,404 shares; 2024Q4: 49,017 shares; 2025Q1: 48,200 shares; 2025Q2: 37,675 shares; 2025Q3: 38,001 shares; 2025Q4: 40,541 shares; 2026Q1: 44,340 shares 44,340 $2.04M 0.03% +3,799 Timeline BSMS 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: not reported; 2024Q4: not reported; 2025Q1: 36,462 shares; 2025Q2: 36,462 shares; 2025Q3: 76,360 shares; 2025Q4: 76,360 shares; 2026Q1: 86,920 shares 86,920 $2.03M 0.03% +10,560 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 6,455 shares; 2025Q1: 6,600 shares; 2025Q2: 6,701 shares; 2025Q3: 6,880 shares; 2025Q4: 6,659 shares; 2026Q1: 6,881 shares 6,881 $2.01M 0.03% +222 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,111 shares; 2024Q4: 28,111 shares; 2025Q1: 28,111 shares; 2025Q2: 28,111 shares; 2025Q3: 28,111 shares; 2025Q4: 28,111 shares; 2026Q1: 28,111 shares 28,111 $1.99M 0.03% 0 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: 6,564 shares; 2024Q4: 6,351 shares; 2025Q1: 6,576 shares; 2025Q2: 6,785 shares; 2025Q3: 6,847 shares; 2025Q4: 7,293 shares; 2026Q1: 7,593 shares 7,593 $1.98M 0.03% +300 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: 14,386 shares; 2024Q4: 14,408 shares; 2025Q1: 15,836 shares; 2025Q2: 14,490 shares; 2025Q3: 14,420 shares; 2025Q4: 14,571 shares; 2026Q1: 16,639 shares 16,639 $1.97M 0.03% +2,068 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: 78,647 shares; 2024Q4: 76,107 shares; 2025Q1: 71,058 shares; 2025Q2: 75,981 shares; 2025Q3: 65,747 shares; 2025Q4: 61,241 shares; 2026Q1: 53,683 shares 53,683 $1.97M 0.03% -7,558 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,590 shares; 2024Q4: 17,180 shares; 2025Q1: 18,127 shares; 2025Q2: 20,248 shares; 2025Q3: 21,008 shares; 2025Q4: 22,387 shares; 2026Q1: 23,263 shares 23,263 $1.97M 0.03% +876 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: 3,285 shares; 2024Q4: 3,313 shares; 2025Q1: 3,282 shares; 2025Q2: 3,303 shares; 2025Q3: 3,282 shares; 2025Q4: 3,349 shares; 2026Q1: 3,653 shares 3,653 $1.97M 0.03% +304 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: 51,286 shares; 2024Q4: 52,000 shares; 2025Q1: 53,461 shares; 2025Q2: 53,389 shares; 2025Q3: 53,762 shares; 2025Q4: 55,964 shares; 2026Q1: 57,000 shares 57,000 $1.96M 0.03% +1,036 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: 14,647 shares; 2024Q4: 12,518 shares; 2025Q1: 13,989 shares; 2025Q2: 10,361 shares; 2025Q3: 12,075 shares; 2025Q4: 13,109 shares; 2026Q1: 14,836 shares 14,836 $1.96M 0.03% +1,727 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 16,972 shares; 2025Q1: 17,516 shares; 2025Q2: 18,076 shares; 2025Q3: 18,373 shares; 2025Q4: 18,413 shares; 2026Q1: 18,634 shares 18,634 $1.96M 0.03% +221 Timeline SCHG 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: 29,421 shares; 2024Q4: 119,105 shares; 2025Q1: 109,051 shares; 2025Q2: 108,906 shares; 2025Q3: 98,181 shares; 2025Q4: 71,860 shares; 2026Q1: 67,003 shares 67,003 $1.95M 0.03% -4,857 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: 4,797 shares; 2024Q4: 5,254 shares; 2025Q1: 5,458 shares; 2025Q2: 6,329 shares; 2025Q3: 6,317 shares; 2025Q4: 6,556 shares; 2026Q1: 6,584 shares 6,584 $1.94M 0.03% +28 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 27,620 shares; 2025Q1: 29,193 shares; 2025Q2: 31,189 shares; 2025Q3: 33,188 shares; 2025Q4: 31,013 shares; 2026Q1: 31,429 shares 31,429 $1.92M 0.03% +416 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: 4,424 shares; 2024Q4: 4,468 shares; 2025Q1: 4,609 shares; 2025Q2: 4,507 shares; 2025Q3: 4,621 shares; 2025Q4: 4,818 shares; 2026Q1: 4,388 shares 4,388 $1.91M 0.03% -430 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,896 shares; 2024Q4: 32,410 shares; 2025Q1: 29,873 shares; 2025Q2: 31,834 shares; 2025Q3: 31,909 shares; 2025Q4: 31,466 shares; 2026Q1: 32,443 shares 32,443 $1.91M 0.03% +977 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: 5,665 shares; 2024Q4: 6,324 shares; 2025Q1: 5,196 shares; 2025Q2: 6,422 shares; 2025Q3: 6,745 shares; 2025Q4: 6,794 shares; 2026Q1: 6,806 shares 6,806 $1.9M 0.03% +12 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,551 shares; 2024Q4: 72,019 shares; 2025Q1: 67,162 shares; 2025Q2: 78,281 shares; 2025Q3: 91,431 shares; 2025Q4: 87,211 shares; 2026Q1: 87,557 shares 87,557 $1.9M 0.03% +346 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 11,935 shares; 2025Q1: 12,567 shares; 2025Q2: 13,066 shares; 2025Q3: 13,194 shares; 2025Q4: 13,653 shares; 2026Q1: 14,381 shares 14,381 $1.88M 0.03% +728 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,306 shares; 2026Q1: 52,845 shares 52,845 $1.87M 0.03% -1,461 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: 12,565 shares; 2024Q4: 11,680 shares; 2025Q1: 11,955 shares; 2025Q2: 12,097 shares; 2025Q3: 12,252 shares; 2025Q4: 12,625 shares; 2026Q1: 14,242 shares 14,242 $1.87M 0.03% +1,617 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 6,028 shares; 2025Q1: 6,173 shares; 2025Q2: 6,362 shares; 2025Q3: 6,421 shares; 2025Q4: 6,743 shares; 2026Q1: 5,703 shares 5,703 $1.87M 0.03% -1,040 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: 22,264 shares; 2024Q4: 22,264 shares; 2025Q1: 19,979 shares; 2025Q2: 14,142 shares; 2025Q3: 17,268 shares; 2025Q4: 24,094 shares; 2026Q1: 21,158 shares 21,158 $1.87M 0.03% -2,936 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: 8,016 shares; 2024Q4: 7,935 shares; 2025Q1: 8,077 shares; 2025Q2: 8,247 shares; 2025Q3: 8,159 shares; 2025Q4: 8,274 shares; 2026Q1: 8,514 shares 8,514 $1.86M 0.03% +240 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,356 shares; 2026Q1: 55,612 shares 55,612 $1.86M 0.03% +16,256 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: 10,021 shares; 2024Q4: 9,976 shares; 2025Q1: 9,465 shares; 2025Q2: 9,404 shares; 2025Q3: 8,789 shares; 2025Q4: 8,485 shares; 2026Q1: 9,635 shares 9,635 $1.85M 0.03% +1,150 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: 12,650 shares; 2024Q4: 11,884 shares; 2025Q1: 11,798 shares; 2025Q2: 10,904 shares; 2025Q3: 10,250 shares; 2025Q4: 10,860 shares; 2026Q1: 9,643 shares 9,643 $1.83M 0.03% -1,217 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: 3,335 shares; 2024Q4: 3,614 shares; 2025Q1: 3,755 shares; 2025Q2: 4,856 shares; 2025Q3: 4,955 shares; 2025Q4: 5,289 shares; 2026Q1: 5,820 shares 5,820 $1.83M 0.03% +531 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: 11,699 shares; 2024Q4: 11,877 shares; 2025Q1: 11,764 shares; 2025Q2: 11,831 shares; 2025Q3: 12,541 shares; 2025Q4: 13,383 shares; 2026Q1: 13,904 shares 13,904 $1.82M 0.03% +521 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,406 shares; 2025Q1: 15,666 shares; 2025Q2: 13,367 shares; 2025Q3: 13,368 shares; 2025Q4: 15,426 shares; 2026Q1: 16,034 shares 16,034 $1.81M 0.03% +608 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: 10,163 shares; 2024Q4: 10,201 shares; 2025Q1: 10,449 shares; 2025Q2: 10,384 shares; 2025Q3: 10,290 shares; 2025Q4: 9,857 shares; 2026Q1: 10,046 shares 10,046 $1.81M 0.03% +189 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: 5,066 shares; 2024Q4: 5,012 shares; 2025Q1: 4,993 shares; 2025Q2: 5,189 shares; 2025Q3: 4,766 shares; 2025Q4: 4,520 shares; 2026Q1: 5,068 shares 5,068 $1.81M 0.03% +548 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,011 shares; 2024Q4: 32,363 shares; 2025Q1: 32,086 shares; 2025Q2: 33,394 shares; 2025Q3: 33,577 shares; 2025Q4: 34,025 shares; 2026Q1: 34,553 shares 34,553 $1.8M 0.03% +528 Timeline BSMT 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: not reported; 2024Q4: not reported; 2025Q1: 21,375 shares; 2025Q2: 37,262 shares; 2025Q3: 77,860 shares; 2025Q4: 77,860 shares; 2026Q1: 77,860 shares 77,860 $1.79M 0.03% 0 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: 4,875 shares; 2024Q4: 4,988 shares; 2025Q1: 5,033 shares; 2025Q2: 5,087 shares; 2025Q3: 4,444 shares; 2025Q4: 4,307 shares; 2026Q1: 4,559 shares 4,559 $1.79M 0.03% +252 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: 7,068 shares; 2024Q4: 7,107 shares; 2025Q1: 7,189 shares; 2025Q2: 7,686 shares; 2025Q3: 7,738 shares; 2025Q4: 8,152 shares; 2026Q1: 8,575 shares 8,575 $1.78M 0.03% +423 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,742 shares; 2024Q4: 22,825 shares; 2025Q1: 23,365 shares; 2025Q2: 23,966 shares; 2025Q3: 24,522 shares; 2025Q4: 22,941 shares; 2026Q1: 24,630 shares 24,630 $1.78M 0.03% +1,689 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,939 shares; 2024Q4: 35,417 shares; 2025Q1: 31,121 shares; 2025Q2: 28,140 shares; 2025Q3: 27,758 shares; 2025Q4: 28,018 shares; 2026Q1: 29,061 shares 29,061 $1.78M 0.03% +1,043 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: 16,828 shares; 2024Q4: 17,056 shares; 2025Q1: 16,089 shares; 2025Q2: 24,283 shares; 2025Q3: 27,157 shares; 2025Q4: 27,397 shares; 2026Q1: 25,906 shares 25,906 $1.77M 0.03% -1,491 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: 52,606 shares; 2024Q4: 49,490 shares; 2025Q1: 34,853 shares; 2025Q2: 64,224 shares; 2025Q3: 66,029 shares; 2025Q4: 68,234 shares; 2026Q1: 66,483 shares 66,483 $1.76M 0.03% -1,751 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,631 shares; 2024Q4: 138,950 shares; 2025Q1: 112,569 shares; 2025Q2: 134,649 shares; 2025Q3: 134,142 shares; 2025Q4: 129,332 shares; 2026Q1: 126,886 shares 126,886 $1.76M 0.03% -2,446 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: 25,319 shares; 2024Q4: 26,727 shares; 2025Q1: 26,872 shares; 2025Q2: 27,701 shares; 2025Q3: 27,792 shares; 2025Q4: 27,817 shares; 2026Q1: 28,040 shares 28,040 $1.75M 0.03% +223 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: 2,794 shares; 2024Q4: 3,402 shares; 2025Q1: 3,530 shares; 2025Q2: 3,762 shares; 2025Q3: 4,110 shares; 2025Q4: 4,501 shares; 2026Q1: 4,394 shares 4,394 $1.75M 0.03% -107 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: 4,279 shares; 2024Q4: 4,392 shares; 2025Q1: 5,264 shares; 2025Q2: 5,481 shares; 2025Q3: 5,643 shares; 2025Q4: 6,440 shares; 2026Q1: 7,402 shares 7,402 $1.71M 0.03% +962 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: 7,150 shares; 2024Q4: 6,919 shares; 2025Q1: 7,307 shares; 2025Q2: 7,720 shares; 2025Q3: 7,747 shares; 2025Q4: 8,488 shares; 2026Q1: 8,129 shares 8,129 $1.7M 0.03% -359 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: 15,185 shares; 2024Q4: 15,140 shares; 2025Q1: 15,090 shares; 2025Q2: 15,920 shares; 2025Q3: 13,797 shares; 2025Q4: 15,978 shares; 2026Q1: 19,933 shares 19,933 $1.7M 0.03% +3,955 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: 70,956 shares; 2024Q4: 75,139 shares; 2025Q1: 77,017 shares; 2025Q2: 77,468 shares; 2025Q3: 79,593 shares; 2025Q4: 84,057 shares; 2026Q1: 80,116 shares 80,116 $1.7M 0.03% -3,941 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: 9,516 shares; 2024Q4: 9,854 shares; 2025Q1: 10,078 shares; 2025Q2: 9,727 shares; 2025Q3: 9,919 shares; 2025Q4: 10,520 shares; 2026Q1: 12,931 shares 12,931 $1.7M 0.03% +2,411 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 5,232 shares; 2025Q1: 5,429 shares; 2025Q2: 5,615 shares; 2025Q3: 5,724 shares; 2025Q4: 5,974 shares; 2026Q1: 6,149 shares 6,149 $1.69M 0.03% +175 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,533 shares; 2024Q4: 12,533 shares; 2025Q1: 12,533 shares; 2025Q2: 12,533 shares; 2025Q3: 50,073 shares; 2025Q4: 50,073 shares; 2026Q1: 50,073 shares 50,073 $1.69M 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,978 shares; 2024Q4: 10,987 shares; 2025Q1: 10,888 shares; 2025Q2: 10,891 shares; 2025Q3: 10,509 shares; 2025Q4: 8,399 shares; 2026Q1: 11,364 shares 11,364 $1.68M 0.03% +2,965 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 14,616 shares; 2025Q1: 10,646 shares; 2025Q2: 29,087 shares; 2025Q3: 29,271 shares; 2025Q4: 25,728 shares; 2026Q1: 25,870 shares 25,870 $1.68M 0.03% +142 Timeline BSMQ 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: 6,751 shares; 2024Q4: 9,067 shares; 2025Q1: 41,651 shares; 2025Q2: 41,651 shares; 2025Q3: 67,074 shares; 2025Q4: 67,074 shares; 2026Q1: 70,936 shares 70,936 $1.68M 0.03% +3,862 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: 381 shares; 2024Q4: 382 shares; 2025Q1: 394 shares; 2025Q2: 408 shares; 2025Q3: 458 shares; 2025Q4: 436 shares; 2026Q1: 494 shares 494 $1.67M 0.03% +58 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: 5,948 shares; 2024Q4: 6,595 shares; 2025Q1: 6,118 shares; 2025Q2: 6,792 shares; 2025Q3: 6,515 shares; 2025Q4: 7,195 shares; 2026Q1: 7,682 shares 7,682 $1.66M 0.03% +487 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,146 shares; 2024Q4: 13,128 shares; 2025Q1: 13,487 shares; 2025Q2: 14,996 shares; 2025Q3: 14,204 shares; 2025Q4: 14,455 shares; 2026Q1: 14,581 shares 14,581 $1.65M 0.03% +126 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: 11,061 shares; 2024Q4: 9,758 shares; 2025Q1: 10,577 shares; 2025Q2: 9,427 shares; 2025Q3: 8,913 shares; 2025Q4: 8,093 shares; 2026Q1: 6,768 shares 6,768 $1.65M 0.03% -1,325 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: 5,367 shares; 2024Q4: 5,412 shares; 2025Q1: 5,620 shares; 2025Q2: 5,548 shares; 2025Q3: 5,413 shares; 2025Q4: 5,402 shares; 2026Q1: 5,129 shares 5,129 $1.64M 0.03% -273 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,618 shares; 2025Q1: 3,611 shares; 2025Q2: 3,805 shares; 2025Q3: 4,153 shares; 2025Q4: 3,767 shares; 2026Q1: 4,138 shares 4,138 $1.64M 0.03% +371 Timeline IBTK 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: 11,481 shares; 2025Q1: 19,232 shares; 2025Q2: 39,619 shares; 2025Q3: 59,163 shares; 2025Q4: 79,250 shares; 2026Q1: 82,879 shares 82,879 $1.63M 0.03% +3,629 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: 18,470 shares; 2024Q4: 20,702 shares; 2025Q1: 18,478 shares; 2025Q2: 20,756 shares; 2025Q3: 21,839 shares; 2025Q4: 23,102 shares; 2026Q1: 23,542 shares 23,542 $1.63M 0.03% +440 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,589 shares; 2025Q1: 10,114 shares; 2025Q2: 8,627 shares; 2025Q3: 8,709 shares; 2025Q4: 8,898 shares; 2026Q1: 8,940 shares 8,940 $1.63M 0.02% +42 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,657 shares; 2024Q4: 26,189 shares; 2025Q1: 27,982 shares; 2025Q2: 26,936 shares; 2025Q3: 27,675 shares; 2025Q4: 28,462 shares; 2026Q1: 28,681 shares 28,681 $1.62M 0.02% +219 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 9,223 shares; 2025Q1: 9,696 shares; 2025Q2: 9,873 shares; 2025Q3: 9,445 shares; 2025Q4: 9,494 shares; 2026Q1: 10,293 shares 10,293 $1.62M 0.02% +799 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: 1,761 shares; 2025Q1: 1,730 shares; 2025Q2: 1,733 shares; 2025Q3: 1,716 shares; 2025Q4: 1,837 shares; 2026Q1: 1,648 shares 1,648 $1.58M 0.02% -189 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: 30,773 shares; 2025Q3: 36,189 shares; 2025Q4: 41,079 shares; 2026Q1: 38,513 shares 38,513 $1.57M 0.02% -2,566 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,239 shares; 2025Q1: 1,400 shares; 2025Q2: 1,565 shares; 2025Q3: 1,663 shares; 2025Q4: 1,830 shares; 2026Q1: 1,838 shares 1,838 $1.56M 0.02% +8 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,146 shares; 2024Q4: 293,350 shares; 2025Q1: 308,563 shares; 2025Q2: 310,881 shares; 2025Q3: 312,492 shares; 2025Q4: 309,619 shares; 2026Q1: 308,471 shares 308,471 $1.55M 0.02% -1,148 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,028 shares; 2025Q1: 2,141 shares; 2025Q2: 1,758 shares; 2025Q3: 1,660 shares; 2025Q4: 1,808 shares; 2026Q1: 1,995 shares 1,995 $1.54M 0.02% +187 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 21,960 shares; 2025Q1: 19,372 shares; 2025Q2: 15,536 shares; 2025Q3: 16,139 shares; 2025Q4: 20,500 shares; 2026Q1: 26,353 shares 26,353 $1.54M 0.02% +5,853 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: 1,524 shares; 2024Q4: 1,767 shares; 2025Q1: 1,606 shares; 2025Q2: 1,568 shares; 2025Q3: 1,596 shares; 2025Q4: 1,635 shares; 2026Q1: 2,115 shares 2,115 $1.54M 0.02% +480 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: 8,894 shares; 2024Q4: 10,829 shares; 2025Q1: 10,741 shares; 2025Q2: 10,254 shares; 2025Q3: 10,609 shares; 2025Q4: 10,714 shares; 2026Q1: 11,353 shares 11,353 $1.54M 0.02% +639 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 9,295 shares; 2025Q1: 10,051 shares; 2025Q2: 10,174 shares; 2025Q3: 10,408 shares; 2025Q4: 10,841 shares; 2026Q1: 11,129 shares 11,129 $1.53M 0.02% +288 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: 3,945 shares; 2024Q4: 15,998 shares; 2025Q1: 15,875 shares; 2025Q2: 15,061 shares; 2025Q3: 10,764 shares; 2025Q4: 10,343 shares; 2026Q1: 14,668 shares 14,668 $1.52M 0.02% +4,325 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,211 shares; 2025Q1: 10,062 shares; 2025Q2: 10,221 shares; 2025Q3: 10,197 shares; 2025Q4: 9,960 shares; 2026Q1: 7,336 shares 7,336 $1.51M 0.02% -2,624 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: 7,910 shares; 2024Q4: 8,043 shares; 2025Q1: 7,857 shares; 2025Q2: 8,552 shares; 2025Q3: 8,688 shares; 2025Q4: 8,740 shares; 2026Q1: 8,785 shares 8,785 $1.51M 0.02% +45 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 8,237 shares; 2025Q1: 7,975 shares; 2025Q2: 7,562 shares; 2025Q3: 7,414 shares; 2025Q4: 7,594 shares; 2026Q1: 6,011 shares 6,011 $1.51M 0.02% -1,583 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,438 shares; 2025Q1: 1,450 shares; 2025Q2: 1,498 shares; 2025Q3: 1,468 shares; 2025Q4: 1,336 shares; 2026Q1: 1,535 shares 1,535 $1.5M 0.02% +199 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: 15,672 shares; 2024Q4: 15,849 shares; 2025Q1: 17,297 shares; 2025Q2: 16,086 shares; 2025Q3: 17,546 shares; 2025Q4: 15,379 shares; 2026Q1: 18,408 shares 18,408 $1.5M 0.02% +3,029 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: 18,929 shares; 2024Q4: 20,420 shares; 2025Q1: 20,017 shares; 2025Q2: 21,493 shares; 2025Q3: 21,304 shares; 2025Q4: 22,678 shares; 2026Q1: 23,960 shares 23,960 $1.5M 0.02% +1,282 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: 33,154 shares; 2024Q4: 31,848 shares; 2025Q1: 31,404 shares; 2025Q2: 27,485 shares; 2025Q3: 27,414 shares; 2025Q4: 32,040 shares; 2026Q1: 31,836 shares 31,836 $1.5M 0.02% -204 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: 1,223 shares; 2025Q2: 546 shares; 2025Q3: 1,922 shares; 2025Q4: 920 shares; 2026Q1: 2,323 shares 2,323 $1.48M 0.02% +1,403 Timeline HAVERTY FURNITURE COS INC HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,269 shares; 2024Q4: 57,269 shares; 2025Q1: 57,269 shares; 2025Q2: 57,269 shares; 2025Q3: 57,269 shares; 2025Q4: 67,100 shares; 2026Q1: 67,100 shares 67,100 $1.47M 0.02% 0 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: 6,254 shares; 2024Q4: 5,676 shares; 2025Q1: 8,497 shares; 2025Q2: 8,723 shares; 2025Q3: 8,571 shares; 2025Q4: 8,776 shares; 2026Q1: 8,705 shares 8,705 $1.47M 0.02% -71 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,010 shares; 2024Q4: 33,437 shares; 2025Q1: 36,176 shares; 2025Q2: 35,457 shares; 2025Q3: 37,790 shares; 2025Q4: 36,394 shares; 2026Q1: 34,726 shares 34,726 $1.47M 0.02% -1,668 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,573 shares; 2026Q1: 29,068 shares 29,068 $1.46M 0.02% -505 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: 17,386 shares; 2024Q4: 13,875 shares; 2025Q1: 19,923 shares; 2025Q2: 15,601 shares; 2025Q3: 14,351 shares; 2025Q4: 18,568 shares; 2026Q1: 19,914 shares 19,914 $1.43M 0.02% +1,346 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: 14,028 shares; 2024Q4: 16,061 shares; 2025Q1: 17,410 shares; 2025Q2: 18,732 shares; 2025Q3: 18,226 shares; 2025Q4: 19,442 shares; 2026Q1: 20,503 shares 20,503 $1.42M 0.02% +1,061 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: 13,332 shares; 2024Q4: 12,528 shares; 2025Q1: 14,325 shares; 2025Q2: 14,984 shares; 2025Q3: 15,870 shares; 2025Q4: 16,461 shares; 2026Q1: 16,403 shares 16,403 $1.42M 0.02% -58 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: 36,309 shares; 2024Q4: 38,564 shares; 2025Q1: 39,593 shares; 2025Q2: 40,780 shares; 2025Q3: 40,076 shares; 2025Q4: 40,727 shares; 2026Q1: 42,473 shares 42,473 $1.41M 0.02% +1,746 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,194 shares; 2024Q4: 70,073 shares; 2025Q1: 47,648 shares; 2025Q2: 54,143 shares; 2025Q3: 56,905 shares; 2025Q4: 59,642 shares; 2026Q1: 58,904 shares 58,904 $1.41M 0.02% -738 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: 3,118 shares; 2024Q4: 3,120 shares; 2025Q1: 3,139 shares; 2025Q2: 3,124 shares; 2025Q3: 3,034 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares 3,006 $1.39M 0.02% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,341 shares; 2025Q3: 28,341 shares; 2025Q4: 28,341 shares; 2026Q1: 28,341 shares 28,341 $1.39M 0.02% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,398 shares; 2025Q1: 1,359 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 1,923 shares 1,923 $1.35M 0.02% +341 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: 40,207 shares; 2024Q4: 41,072 shares; 2025Q1: 41,380 shares; 2025Q2: 43,192 shares; 2025Q3: 43,872 shares; 2025Q4: 43,817 shares; 2026Q1: 44,170 shares 44,170 $1.35M 0.02% +353 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: 1,528 shares; 2024Q4: 1,490 shares; 2025Q1: 1,449 shares; 2025Q2: 2,218 shares; 2025Q3: 2,068 shares; 2025Q4: 2,193 shares; 2026Q1: 1,932 shares 1,932 $1.35M 0.02% -261 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,222 shares; 2025Q1: 9,145 shares; 2025Q2: 9,381 shares; 2025Q3: 9,741 shares; 2025Q4: 10,033 shares; 2026Q1: 10,045 shares 10,045 $1.34M 0.02% +12 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,534 shares; 2025Q4: 12,534 shares; 2026Q1: 14,450 shares 14,450 $1.34M 0.02% +1,916 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,022 shares; 2024Q4: 18,841 shares; 2025Q1: 18,819 shares; 2025Q2: 18,117 shares; 2025Q3: 17,973 shares; 2025Q4: 18,052 shares; 2026Q1: 18,297 shares 18,297 $1.34M 0.02% +245 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: 2,864 shares; 2024Q4: 2,910 shares; 2025Q1: 2,967 shares; 2025Q2: 2,846 shares; 2025Q3: 2,871 shares; 2025Q4: 2,553 shares; 2026Q1: 3,057 shares 3,057 $1.33M 0.02% +504 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,804 shares; 2025Q1: 1,687 shares; 2025Q2: 1,679 shares; 2025Q3: 1,749 shares; 2025Q4: 1,853 shares; 2026Q1: 1,813 shares 1,813 $1.32M 0.02% -40 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: 12,209 shares; 2024Q4: 12,214 shares; 2025Q1: 12,250 shares; 2025Q2: 12,434 shares; 2025Q3: 12,353 shares; 2025Q4: 4,532 shares; 2026Q1: 4,657 shares 4,657 $1.32M 0.02% +125 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,311 shares; 2024Q4: 65,097 shares; 2025Q1: 67,579 shares; 2025Q2: 79,631 shares; 2025Q3: 80,783 shares; 2025Q4: 65,694 shares; 2026Q1: 70,023 shares 70,023 $1.3M 0.02% +4,329 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: 11,718 shares; 2024Q4: 12,432 shares; 2025Q1: 12,109 shares; 2025Q2: 11,182 shares; 2025Q3: 11,590 shares; 2025Q4: 11,557 shares; 2026Q1: 13,090 shares 13,090 $1.3M 0.02% +1,533 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 11,735 shares; 2025Q4: 9,481 shares; 2026Q1: 53,485 shares 53,485 $1.3M 0.02% +44,004 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,696 shares; 2024Q4: 16,578 shares; 2025Q1: 16,404 shares; 2025Q2: 16,877 shares; 2025Q3: 17,614 shares; 2025Q4: 20,412 shares; 2026Q1: 20,873 shares 20,873 $1.29M 0.02% +461 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: 22,099 shares; 2024Q4: 22,548 shares; 2025Q1: 23,020 shares; 2025Q2: 21,452 shares; 2025Q3: 21,462 shares; 2025Q4: 22,579 shares; 2026Q1: 24,416 shares 24,416 $1.27M 0.02% +1,837 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: 20,210 shares; 2024Q4: 18,538 shares; 2025Q1: 21,042 shares; 2025Q2: 16,195 shares; 2025Q3: 16,263 shares; 2025Q4: 17,231 shares; 2026Q1: 16,993 shares 16,993 $1.27M 0.02% -238 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,945 shares; 2026Q1: 47,853 shares 47,853 $1.26M 0.02% +908 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,963 shares; 2024Q4: 44,642 shares; 2025Q1: 44,642 shares; 2025Q2: 45,298 shares; 2025Q3: 45,385 shares; 2025Q4: 45,372 shares; 2026Q1: 45,285 shares 45,285 $1.26M 0.02% -87 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: 19,425 shares; 2024Q4: 16,282 shares; 2025Q1: 15,200 shares; 2025Q2: 16,249 shares; 2025Q3: 16,733 shares; 2025Q4: 16,803 shares; 2026Q1: 17,311 shares 17,311 $1.26M 0.02% +508 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,163 shares; 2025Q1: 5,314 shares; 2025Q2: 4,950 shares; 2025Q3: 4,972 shares; 2025Q4: 5,008 shares; 2026Q1: 5,371 shares 5,371 $1.25M 0.02% +363 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 8,164 shares; 2025Q1: 8,230 shares; 2025Q2: 8,135 shares; 2025Q3: 8,294 shares; 2025Q4: 8,491 shares; 2026Q1: 8,564 shares 8,564 $1.24M 0.02% +73 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 38,200 shares; 2025Q1: 42,973 shares; 2025Q2: 40,269 shares; 2025Q3: 33,133 shares; 2025Q4: 34,200 shares; 2026Q1: 25,804 shares 25,804 $1.24M 0.02% -8,396 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: 50,541 shares; 2024Q4: 49,914 shares; 2025Q1: 48,449 shares; 2025Q2: 47,579 shares; 2025Q3: 47,450 shares; 2025Q4: 47,843 shares; 2026Q1: 47,812 shares 47,812 $1.24M 0.02% -31 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: 21,541 shares; 2024Q4: 20,305 shares; 2025Q1: 21,120 shares; 2025Q2: 20,028 shares; 2025Q3: 20,235 shares; 2025Q4: 15,597 shares; 2026Q1: 15,703 shares 15,703 $1.24M 0.02% +106 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,459 shares; 2025Q1: 8,419 shares; 2025Q2: 8,338 shares; 2025Q3: 8,378 shares; 2025Q4: 8,535 shares; 2026Q1: 8,514 shares 8,514 $1.23M 0.02% -21 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: 3,845 shares; 2024Q4: 3,446 shares; 2025Q1: 3,829 shares; 2025Q2: 4,058 shares; 2025Q3: 4,573 shares; 2025Q4: 4,394 shares; 2026Q1: 4,358 shares 4,358 $1.23M 0.02% -36 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,313 shares; 2024Q4: 27,313 shares; 2025Q1: 27,313 shares; 2025Q2: 27,313 shares; 2025Q3: 27,313 shares; 2025Q4: 27,313 shares; 2026Q1: 27,313 shares 27,313 $1.23M 0.02% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,403 shares; 2024Q4: 36,781 shares; 2025Q1: 38,318 shares; 2025Q2: 37,994 shares; 2025Q3: 39,119 shares; 2025Q4: 38,556 shares; 2026Q1: 40,943 shares 40,943 $1.22M 0.02% +2,387 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 5,542 shares; 2025Q1: 5,484 shares; 2025Q2: 5,613 shares; 2025Q3: 5,733 shares; 2025Q4: 6,126 shares; 2026Q1: 6,521 shares 6,521 $1.22M 0.02% +395 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: 8,004 shares; 2024Q4: 6,465 shares; 2025Q1: 8,001 shares; 2025Q2: 9,126 shares; 2025Q3: 7,445 shares; 2025Q4: 7,628 shares; 2026Q1: 7,041 shares 7,041 $1.22M 0.02% -587 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 293 shares; 2025Q1: 1,014 shares; 2025Q2: 9,524 shares; 2025Q3: 13,013 shares; 2025Q4: 21,710 shares; 2026Q1: 41,370 shares 41,370 $1.21M 0.02% +19,660 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 8,930 shares; 2025Q1: 9,331 shares; 2025Q2: 9,306 shares; 2025Q3: 7,028 shares; 2025Q4: 7,729 shares; 2026Q1: 13,110 shares 13,110 $1.21M 0.02% +5,381 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,949 shares; 2024Q4: 27,949 shares; 2025Q1: 27,949 shares; 2025Q2: 27,949 shares; 2025Q3: 27,949 shares; 2025Q4: 27,949 shares; 2026Q1: 27,949 shares 27,949 $1.2M 0.02% 0 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,920 shares; 2025Q1: 36,920 shares; 2025Q2: 36,920 shares; 2025Q3: 36,920 shares; 2025Q4: 36,920 shares; 2026Q1: 36,920 shares 36,920 $1.2M 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,566 shares; 2025Q1: 6,487 shares; 2025Q2: 6,748 shares; 2025Q3: 5,810 shares; 2025Q4: 4,268 shares; 2026Q1: 4,504 shares 4,504 $1.2M 0.02% +236 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: 6,918 shares; 2024Q4: 6,756 shares; 2025Q1: 7,045 shares; 2025Q2: 7,097 shares; 2025Q3: 7,137 shares; 2025Q4: 6,995 shares; 2026Q1: 7,630 shares 7,630 $1.19M 0.02% +635 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,244 shares; 2024Q4: 14,432 shares; 2025Q1: 13,914 shares; 2025Q2: 15,497 shares; 2025Q3: 15,105 shares; 2025Q4: 13,986 shares; 2026Q1: 14,616 shares 14,616 $1.17M 0.02% +630 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: 7,005 shares; 2024Q4: 11,180 shares; 2025Q1: 7,928 shares; 2025Q2: 8,119 shares; 2025Q3: 8,430 shares; 2025Q4: 9,447 shares; 2026Q1: 10,708 shares 10,708 $1.16M 0.02% +1,261 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: 4,800 shares; 2024Q4: 4,927 shares; 2025Q1: 5,167 shares; 2025Q2: 5,346 shares; 2025Q3: 5,480 shares; 2025Q4: 4,912 shares; 2026Q1: 4,313 shares 4,313 $1.15M 0.02% -599 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 6,601 shares; 2025Q1: 7,168 shares; 2025Q2: 7,163 shares; 2025Q3: 7,287 shares; 2025Q4: 8,415 shares; 2026Q1: 10,176 shares 10,176 $1.14M 0.02% +1,761 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 13,366 shares; 2025Q1: 13,663 shares; 2025Q2: 14,001 shares; 2025Q3: 14,369 shares; 2025Q4: 14,982 shares; 2026Q1: 15,166 shares 15,166 $1.14M 0.02% +184 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 7,363 shares; 2025Q1: 7,039 shares; 2025Q2: 7,618 shares; 2025Q3: 6,980 shares; 2025Q4: 6,003 shares; 2026Q1: 6,717 shares 6,717 $1.14M 0.02% +714 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 20,275 shares; 2026Q1: 29,999 shares 29,999 $1.13M 0.02% +9,724 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,908 shares; 2024Q4: 63,675 shares; 2025Q1: 76,022 shares; 2025Q2: 77,232 shares; 2025Q3: 74,419 shares; 2025Q4: 75,158 shares; 2026Q1: 74,874 shares 74,874 $1.12M 0.02% -284 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: 27,817 shares; 2024Q4: 23,459 shares; 2025Q1: 27,115 shares; 2025Q2: 31,751 shares; 2025Q3: 26,106 shares; 2025Q4: 16,121 shares; 2026Q1: 19,429 shares 19,429 $1.12M 0.02% +3,308 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: 6,171 shares; 2024Q4: 5,931 shares; 2025Q1: 7,223 shares; 2025Q2: 6,436 shares; 2025Q3: 5,158 shares; 2025Q4: 8,191 shares; 2026Q1: 8,423 shares 8,423 $1.12M 0.02% +232 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,010 shares; 2024Q4: 19,730 shares; 2025Q1: 19,319 shares; 2025Q2: 18,989 shares; 2025Q3: 20,262 shares; 2025Q4: 22,970 shares; 2026Q1: 22,975 shares 22,975 $1.11M 0.02% +5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,276 shares; 2025Q1: 6,942 shares; 2025Q2: 7,922 shares; 2025Q3: 7,932 shares; 2025Q4: 8,415 shares; 2026Q1: 11,449 shares 11,449 $1.11M 0.02% +3,034 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 15,445 shares; 2025Q1: 12,196 shares; 2025Q2: 12,196 shares; 2025Q3: 13,806 shares; 2025Q4: 16,098 shares; 2026Q1: 34,482 shares 34,482 $1.11M 0.02% +18,384 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 12,975 shares; 2025Q1: 12,945 shares; 2025Q2: 12,444 shares; 2025Q3: 12,454 shares; 2025Q4: 14,171 shares; 2026Q1: 23,913 shares 23,913 $1.11M 0.02% +9,742 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: 69,201 shares; 2024Q4: 65,531 shares; 2025Q1: 60,906 shares; 2025Q2: 53,799 shares; 2025Q3: 41,129 shares; 2025Q4: 26,027 shares; 2026Q1: 38,640 shares 38,640 $1.11M 0.02% +12,613 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,558 shares; 2025Q1: 4,625 shares; 2025Q2: 4,655 shares; 2025Q3: 4,743 shares; 2025Q4: 4,952 shares; 2026Q1: 5,157 shares 5,157 $1.11M 0.02% +205 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: 7,469 shares; 2024Q4: 7,160 shares; 2025Q1: 8,568 shares; 2025Q2: 19,983 shares; 2025Q3: 20,487 shares; 2025Q4: 22,861 shares; 2026Q1: 23,781 shares 23,781 $1.1M 0.02% +920 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,725 shares; 2025Q1: 2,890 shares; 2025Q2: 2,811 shares; 2025Q3: 2,816 shares; 2025Q4: 3,377 shares; 2026Q1: 3,417 shares 3,417 $1.1M 0.02% +40 Timeline BSMU 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: not reported; 2024Q4: not reported; 2025Q1: 19,809 shares; 2025Q2: 19,809 shares; 2025Q3: 47,573 shares; 2025Q4: 50,295 shares; 2026Q1: 50,295 shares 50,295 $1.1M 0.02% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 393 shares; 2025Q1: 406 shares; 2025Q2: 499 shares; 2025Q3: 538 shares; 2025Q4: 590 shares; 2026Q1: 794 shares 794 $1.1M 0.02% +204 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,526 shares; 2025Q1: 10,460 shares; 2025Q2: 9,960 shares; 2025Q3: 9,583 shares; 2025Q4: 7,587 shares; 2026Q1: 11,091 shares 11,091 $1.08M 0.02% +3,504 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,618 shares; 2025Q1: 7,589 shares; 2025Q2: 7,828 shares; 2025Q3: 7,656 shares; 2025Q4: 7,067 shares; 2026Q1: 5,315 shares 5,315 $1.08M 0.02% -1,752 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 566 shares; 2025Q1: 669 shares; 2025Q2: 807 shares; 2025Q3: 836 shares; 2025Q4: 922 shares; 2026Q1: 982 shares 982 $1.07M 0.02% +60 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,229 shares; 2024Q4: 18,647 shares; 2025Q1: 18,367 shares; 2025Q2: 18,089 shares; 2025Q3: 18,130 shares; 2025Q4: 18,584 shares; 2026Q1: 18,426 shares 18,426 $1.07M 0.02% -158 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: 5,296 shares; 2024Q4: 5,578 shares; 2025Q1: 5,308 shares; 2025Q2: 3,979 shares; 2025Q3: 3,982 shares; 2025Q4: 3,934 shares; 2026Q1: 4,311 shares 4,311 $1.07M 0.02% +377 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,483 shares; 2025Q1: 2,574 shares; 2025Q2: 2,608 shares; 2025Q3: 2,558 shares; 2025Q4: 2,466 shares; 2026Q1: 2,400 shares 2,400 $1.07M 0.02% -66 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,947 shares; 2025Q1: 6,742 shares; 2025Q2: 7,347 shares; 2025Q3: 6,764 shares; 2025Q4: 7,021 shares; 2026Q1: 8,424 shares 8,424 $1.07M 0.02% +1,403 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 10,934 shares; 2025Q1: 16,443 shares; 2025Q2: 16,572 shares; 2025Q3: 16,489 shares; 2025Q4: 18,117 shares; 2026Q1: 16,749 shares 16,749 $1.07M 0.02% -1,368 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,150 shares; 2025Q1: 3,326 shares; 2025Q2: 3,826 shares; 2025Q3: 4,327 shares; 2025Q4: 4,333 shares; 2026Q1: 4,425 shares 4,425 $1.06M 0.02% +92 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: 18,155 shares; 2024Q4: 17,811 shares; 2025Q1: 17,235 shares; 2025Q2: 16,298 shares; 2025Q3: 16,526 shares; 2025Q4: 17,249 shares; 2026Q1: 17,684 shares 17,684 $1.05M 0.02% +435 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: 4,440 shares; 2024Q4: 4,474 shares; 2025Q1: 4,984 shares; 2025Q2: 4,566 shares; 2025Q3: 4,507 shares; 2025Q4: 4,531 shares; 2026Q1: 5,063 shares 5,063 $1.05M 0.02% +532 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: 7,416 shares; 2024Q4: 12,198 shares; 2025Q1: 13,230 shares; 2025Q2: 12,765 shares; 2025Q3: 13,041 shares; 2025Q4: 13,665 shares; 2026Q1: 13,737 shares 13,737 $1.04M 0.02% +72 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,867 shares; 2025Q1: 4,198 shares; 2025Q2: 4,360 shares; 2025Q3: 4,480 shares; 2025Q4: 4,170 shares; 2026Q1: 4,718 shares 4,718 $1.02M 0.02% +548 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: 7,498 shares; 2024Q4: 7,648 shares; 2025Q1: 7,464 shares; 2025Q2: 7,531 shares; 2025Q3: 7,600 shares; 2025Q4: 7,642 shares; 2026Q1: 7,787 shares 7,787 $1.02M 0.02% +145 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: 17,768 shares; 2024Q4: 16,694 shares; 2025Q1: 17,762 shares; 2025Q2: 21,560 shares; 2025Q3: 18,776 shares; 2025Q4: 19,458 shares; 2026Q1: 19,642 shares 19,642 $1.02M 0.02% +184 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,951 shares; 2025Q1: 4,217 shares; 2025Q2: 4,554 shares; 2025Q3: 4,609 shares; 2025Q4: 4,829 shares; 2026Q1: 5,110 shares 5,110 $1.01M 0.02% +281 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: 1,534 shares; 2024Q4: 1,854 shares; 2025Q1: 1,867 shares; 2025Q2: 3,251 shares; 2025Q3: 3,644 shares; 2025Q4: 3,651 shares; 2026Q1: 4,641 shares 4,641 $1.01M 0.02% +990 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,410 shares; 2025Q1: 2,666 shares; 2025Q2: 2,848 shares; 2025Q3: 2,871 shares; 2025Q4: 3,040 shares; 2026Q1: 3,567 shares 3,567 $1.01M 0.02% +527 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 26,569 shares; 2025Q1: 33,155 shares; 2025Q2: 22,818 shares; 2025Q3: 25,483 shares; 2025Q4: 35,978 shares; 2026Q1: 36,661 shares 36,661 $1.01M 0.02% +683 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 6,020 shares; 2025Q1: 6,151 shares; 2025Q2: 5,958 shares; 2025Q3: 5,938 shares; 2025Q4: 6,562 shares; 2026Q1: 7,426 shares 7,426 $1M 0.02% +864 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: 4,283 shares; 2024Q4: 11,765 shares; 2025Q1: 12,581 shares; 2025Q2: 25,560 shares; 2025Q3: 29,520 shares; 2025Q4: 22,747 shares; 2026Q1: 26,076 shares 26,076 $1M 0.02% +3,329 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: 8,973 shares; 2024Q4: 9,974 shares; 2025Q1: 9,416 shares; 2025Q2: 9,780 shares; 2025Q3: 9,731 shares; 2025Q4: 10,387 shares; 2026Q1: 8,947 shares 8,947 $997K 0.02% -1,440 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,056 shares; 2025Q1: 3,138 shares; 2025Q2: 3,137 shares; 2025Q3: 3,127 shares; 2025Q4: 2,765 shares; 2026Q1: 2,945 shares 2,945 $997K 0.02% +180 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,531 shares; 2025Q1: 5,299 shares; 2025Q2: 5,447 shares; 2025Q3: 5,429 shares; 2025Q4: 5,340 shares; 2026Q1: 6,626 shares 6,626 $991K 0.02% +1,286 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 8,835 shares; 2025Q4: 9,042 shares; 2026Q1: 39,056 shares 39,056 $989K 0.02% +30,014 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: 34,997 shares; 2024Q4: 24,672 shares; 2025Q1: 21,250 shares; 2025Q2: 21,280 shares; 2025Q3: 17,232 shares; 2025Q4: 17,065 shares; 2026Q1: 17,403 shares 17,403 $988K 0.02% +338 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,067 shares; 2024Q4: 135,095 shares; 2025Q1: 139,135 shares; 2025Q2: 148,322 shares; 2025Q3: 134,486 shares; 2025Q4: 105,175 shares; 2026Q1: 98,608 shares 98,608 $987K 0.02% -6,567 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: 5,163 shares; 2024Q4: 4,075 shares; 2025Q1: 4,421 shares; 2025Q2: 8,847 shares; 2025Q3: 9,596 shares; 2025Q4: 9,885 shares; 2026Q1: 10,078 shares 10,078 $979K 0.02% +193 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: 5,686 shares; 2024Q4: 5,730 shares; 2025Q1: 5,649 shares; 2025Q2: 6,319 shares; 2025Q3: 6,605 shares; 2025Q4: 6,428 shares; 2026Q1: 5,935 shares 5,935 $974K 0.01% -493 Timeline SCHV 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: 22,472 shares; 2024Q4: 60,223 shares; 2025Q1: 55,288 shares; 2025Q2: 55,331 shares; 2025Q3: 57,101 shares; 2025Q4: 32,094 shares; 2026Q1: 31,773 shares 31,773 $969K 0.01% -321 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,206 shares; 2025Q1: 4,525 shares; 2025Q2: 4,217 shares; 2025Q3: 4,206 shares; 2025Q4: 4,223 shares; 2026Q1: 4,315 shares 4,315 $969K 0.01% +92 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,070 shares; 2024Q4: 116,806 shares; 2025Q1: 117,378 shares; 2025Q2: 104,136 shares; 2025Q3: 108,385 shares; 2025Q4: 115,592 shares; 2026Q1: 122,257 shares 122,257 $965K 0.01% +6,665 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,565 shares; 2024Q4: 6,517 shares; 2025Q1: 6,644 shares; 2025Q2: 6,838 shares; 2025Q3: 6,877 shares; 2025Q4: 7,959 shares; 2026Q1: 8,177 shares 8,177 $962K 0.01% +218 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,531 shares; 2025Q1: 3,554 shares; 2025Q2: 3,986 shares; 2025Q3: 3,935 shares; 2025Q4: 3,979 shares; 2026Q1: 4,119 shares 4,119 $961K 0.01% +140 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 9,181 shares; 2025Q1: 9,353 shares; 2025Q2: 10,012 shares; 2025Q3: 10,222 shares; 2025Q4: 10,887 shares; 2026Q1: 11,460 shares 11,460 $959K 0.01% +573 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 2,944 shares; 2025Q1: 2,798 shares; 2025Q2: 3,410 shares; 2025Q3: 3,240 shares; 2025Q4: 3,645 shares; 2026Q1: 3,863 shares 3,863 $954K 0.01% +218 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,864 shares; 2024Q4: 60,658 shares; 2025Q1: 63,322 shares; 2025Q2: 62,919 shares; 2025Q3: 63,621 shares; 2025Q4: 69,006 shares; 2026Q1: 63,977 shares 63,977 $953K 0.01% -5,029 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,042 shares; 2024Q4: 106,746 shares; 2025Q1: 92,074 shares; 2025Q2: 75,686 shares; 2025Q3: 75,179 shares; 2025Q4: 67,976 shares; 2026Q1: 75,189 shares 75,189 $952K 0.01% +7,213 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,903 shares; 2025Q1: 9,966 shares; 2025Q2: 10,714 shares; 2025Q3: 11,150 shares; 2025Q4: 12,167 shares; 2026Q1: 12,528 shares 12,528 $944K 0.01% +361 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 7,716 shares; 2025Q1: 8,658 shares; 2025Q2: 8,349 shares; 2025Q3: 7,685 shares; 2025Q4: 9,104 shares; 2026Q1: 10,414 shares 10,414 $941K 0.01% +1,310 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,279 shares; 2024Q4: 18,365 shares; 2025Q1: 19,374 shares; 2025Q2: 18,411 shares; 2025Q3: 17,702 shares; 2025Q4: 16,503 shares; 2026Q1: 16,698 shares 16,698 $940K 0.01% +195 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,264 shares; 2024Q4: 11,474 shares; 2025Q1: 13,168 shares; 2025Q2: 10,881 shares; 2025Q3: 10,953 shares; 2025Q4: 9,573 shares; 2026Q1: 9,579 shares 9,579 $938K 0.01% +6 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: 3,947 shares; 2024Q4: 4,208 shares; 2025Q1: 3,921 shares; 2025Q2: 3,801 shares; 2025Q3: 3,876 shares; 2025Q4: 2,958 shares; 2026Q1: 3,218 shares 3,218 $935K 0.01% +260 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 835 shares; 2025Q1: 911 shares; 2025Q2: 1,076 shares; 2025Q3: 1,270 shares; 2025Q4: 1,437 shares; 2026Q1: 1,587 shares 1,587 $934K 0.01% +150 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,302 shares; 2025Q1: 4,239 shares; 2025Q2: 4,716 shares; 2025Q3: 4,743 shares; 2025Q4: 4,639 shares; 2026Q1: 5,183 shares 5,183 $934K 0.01% +544 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,956 shares; 2025Q1: 14,956 shares; 2025Q2: 14,956 shares; 2025Q3: 14,956 shares; 2025Q4: 36,166 shares; 2026Q1: 27,469 shares 27,469 $932K 0.01% -8,697 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: 4,934 shares; 2024Q4: 4,951 shares; 2025Q1: 5,580 shares; 2025Q2: 5,227 shares; 2025Q3: 4,483 shares; 2025Q4: 4,168 shares; 2026Q1: 4,770 shares 4,770 $932K 0.01% +602 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,378 shares; 2024Q4: 26,960 shares; 2025Q1: 18,805 shares; 2025Q2: 27,465 shares; 2025Q3: 27,140 shares; 2025Q4: 22,804 shares; 2026Q1: 22,075 shares 22,075 $932K 0.01% -729 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: 8,368 shares; 2024Q4: 8,552 shares; 2025Q1: 8,451 shares; 2025Q2: 8,641 shares; 2025Q3: 11,222 shares; 2025Q4: 11,274 shares; 2026Q1: 11,300 shares 11,300 $931K 0.01% +26 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,978 shares; 2025Q1: 5,238 shares; 2025Q2: 5,890 shares; 2025Q3: 6,293 shares; 2025Q4: 5,805 shares; 2026Q1: 6,816 shares 6,816 $928K 0.01% +1,011 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: 6,527 shares; 2024Q4: 6,349 shares; 2025Q1: 6,667 shares; 2025Q2: 6,505 shares; 2025Q3: 6,686 shares; 2025Q4: 7,634 shares; 2026Q1: 7,942 shares 7,942 $917K 0.01% +308 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 15,008 shares; 2025Q1: 16,042 shares; 2025Q2: 16,856 shares; 2025Q3: 17,349 shares; 2025Q4: 17,877 shares; 2026Q1: 18,669 shares 18,669 $915K 0.01% +792 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: 3,093 shares; 2024Q4: 3,075 shares; 2025Q1: 3,193 shares; 2025Q2: 3,292 shares; 2025Q3: 3,432 shares; 2025Q4: 3,566 shares; 2026Q1: 3,700 shares 3,700 $914K 0.01% +134 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: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 1,540 shares; 2025Q2: 2,544 shares; 2025Q3: 2,718 shares; 2025Q4: 2,733 shares; 2026Q1: 3,162 shares 3,162 $908K 0.01% +429 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,262 shares; 2025Q1: 1,416 shares; 2025Q2: 1,364 shares; 2025Q3: 1,457 shares; 2025Q4: 1,644 shares; 2026Q1: 1,614 shares 1,614 $907K 0.01% -30 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: 5,305 shares; 2024Q4: 5,751 shares; 2025Q1: 5,822 shares; 2025Q2: 5,381 shares; 2025Q3: 6,730 shares; 2025Q4: 13,590 shares; 2026Q1: 14,702 shares 14,702 $901K 0.01% +1,112 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: 6,147 shares; 2024Q4: 6,153 shares; 2025Q1: 6,155 shares; 2025Q2: 6,039 shares; 2025Q3: 6,225 shares; 2025Q4: 6,035 shares; 2026Q1: 6,042 shares 6,042 $882K 0.01% +7 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: 4,885 shares; 2024Q4: 5,026 shares; 2025Q1: 5,532 shares; 2025Q2: 6,215 shares; 2025Q3: 6,683 shares; 2025Q4: 6,253 shares; 2026Q1: 5,855 shares 5,855 $879K 0.01% -398 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 8,838 shares; 2025Q1: 8,957 shares; 2025Q2: 7,985 shares; 2025Q3: 8,293 shares; 2025Q4: 7,951 shares; 2026Q1: 8,548 shares 8,548 $873K 0.01% +597 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,797 shares; 2024Q4: 129,113 shares; 2025Q1: 125,952 shares; 2025Q2: 120,185 shares; 2025Q3: 119,075 shares; 2025Q4: 120,168 shares; 2026Q1: 119,084 shares 119,084 $865K 0.01% -1,084 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: 5,558 shares; 2024Q4: 8,409 shares; 2025Q1: 10,255 shares; 2025Q2: 12,140 shares; 2025Q3: 13,447 shares; 2025Q4: 19,879 shares; 2026Q1: 21,292 shares 21,292 $862K 0.01% +1,413 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,893 shares; 2025Q1: 6,918 shares; 2025Q2: 8,124 shares; 2025Q3: 8,050 shares; 2025Q4: 8,662 shares; 2026Q1: 10,101 shares 10,101 $857K 0.01% +1,439 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,822 shares; 2025Q1: 3,818 shares; 2025Q2: 4,196 shares; 2025Q3: 3,965 shares; 2025Q4: 3,908 shares; 2026Q1: 4,089 shares 4,089 $852K 0.01% +181 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 23,674 shares; 2025Q1: 26,100 shares; 2025Q2: 27,337 shares; 2025Q3: 27,793 shares; 2025Q4: 28,770 shares; 2026Q1: 29,927 shares 29,927 $851K 0.01% +1,157 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: 2,963 shares; 2024Q4: 3,053 shares; 2025Q1: 3,065 shares; 2025Q2: 7,263 shares; 2025Q3: 3,182 shares; 2025Q4: not reported; 2026Q1: 7,706 shares 7,706 $851K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,880 shares; 2025Q1: 9,578 shares; 2025Q2: 7,639 shares; 2025Q3: 7,897 shares; 2025Q4: 6,627 shares; 2026Q1: 6,635 shares 6,635 $850K 0.01% +8 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: 18,753 shares; 2024Q4: 18,828 shares; 2025Q1: 21,973 shares; 2025Q2: 15,327 shares; 2025Q3: 15,054 shares; 2025Q4: 15,706 shares; 2026Q1: 16,533 shares 16,533 $850K 0.01% +827 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,092 shares; 2025Q1: 2,697 shares; 2025Q2: 4,571 shares; 2025Q3: 4,342 shares; 2025Q4: 4,370 shares; 2026Q1: 4,608 shares 4,608 $845K 0.01% +238 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,044 shares; 2024Q4: 11,839 shares; 2025Q1: 12,388 shares; 2025Q2: 11,984 shares; 2025Q3: 10,177 shares; 2025Q4: 11,133 shares; 2026Q1: 11,197 shares 11,197 $844K 0.01% +64 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,696 shares; 2024Q4: 9,768 shares; 2025Q1: 7,322 shares; 2025Q2: 7,589 shares; 2025Q3: 6,295 shares; 2025Q4: 5,689 shares; 2026Q1: 6,917 shares 6,917 $838K 0.01% +1,228 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,717 shares; 2025Q1: 5,819 shares; 2025Q2: 5,565 shares; 2025Q3: 5,565 shares; 2025Q4: 6,160 shares; 2026Q1: 6,106 shares 6,106 $838K 0.01% -54 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,563 shares; 2024Q4: 119,344 shares; 2025Q1: 120,122 shares; 2025Q2: 125,880 shares; 2025Q3: 85,248 shares; 2025Q4: 92,537 shares; 2026Q1: 103,767 shares 103,767 $834K 0.01% +11,230 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,284 shares; 2024Q4: 35,428 shares; 2025Q1: 34,485 shares; 2025Q2: 37,572 shares; 2025Q3: 39,380 shares; 2025Q4: 39,930 shares; 2026Q1: 53,113 shares 53,113 $831K 0.01% +13,183 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: 12,538 shares; 2024Q4: 12,300 shares; 2025Q1: 12,509 shares; 2025Q2: 11,526 shares; 2025Q3: 11,085 shares; 2025Q4: 11,155 shares; 2026Q1: 11,694 shares 11,694 $827K 0.01% +539 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: 16,371 shares; 2024Q4: 16,494 shares; 2025Q1: 12,948 shares; 2025Q2: 10,702 shares; 2025Q3: 9,802 shares; 2025Q4: 10,721 shares; 2026Q1: 12,213 shares 12,213 $825K 0.01% +1,492 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,326 shares; 2025Q1: 8,522 shares; 2025Q2: 7,297 shares; 2025Q3: 7,206 shares; 2025Q4: 4,836 shares; 2026Q1: 5,699 shares 5,699 $824K 0.01% +863 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,058 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,072 shares; 2025Q4: 21,208 shares; 2026Q1: 27,447 shares 27,447 $823K 0.01% +6,239 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,484 shares; 2024Q4: 89,260 shares; 2025Q1: 86,327 shares; 2025Q2: 94,843 shares; 2025Q3: 91,144 shares; 2025Q4: 95,366 shares; 2026Q1: 60,764 shares 60,764 $821K 0.01% -34,602 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,418 shares; 2025Q1: 3,433 shares; 2025Q2: 3,544 shares; 2025Q3: 4,279 shares; 2025Q4: 3,911 shares; 2026Q1: 3,756 shares 3,756 $818K 0.01% -155 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 13,243 shares; 2025Q1: 13,057 shares; 2025Q2: 11,750 shares; 2025Q3: 10,654 shares; 2025Q4: 11,607 shares; 2026Q1: 11,730 shares 11,730 $813K 0.01% +123 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,128 shares; 2024Q4: 591,357 shares; 2025Q1: 572,603 shares; 2025Q2: 569,477 shares; 2025Q3: 557,694 shares; 2025Q4: 551,516 shares; 2026Q1: 381,559 shares 381,559 $809K 0.01% -169,957 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 5,074 shares; 2025Q1: 5,290 shares; 2025Q2: 5,318 shares; 2025Q3: 6,506 shares; 2025Q4: 5,629 shares; 2026Q1: 5,949 shares 5,949 $806K 0.01% +320 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,564 shares; 2025Q1: 6,202 shares; 2025Q2: 7,484 shares; 2025Q3: 7,636 shares; 2025Q4: 7,705 shares; 2026Q1: 9,981 shares 9,981 $799K 0.01% +2,276 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,194 shares; 2025Q1: 1,265 shares; 2025Q2: 1,280 shares; 2025Q3: 1,207 shares; 2025Q4: 1,205 shares; 2026Q1: 726 shares 726 $792K 0.01% -479 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,043 shares; 2024Q4: 18,001 shares; 2025Q1: 24,382 shares; 2025Q2: 15,194 shares; 2025Q3: 15,134 shares; 2025Q4: 15,154 shares; 2026Q1: 15,671 shares 15,671 $789K 0.01% +517 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: 8,104 shares; 2024Q4: 8,298 shares; 2025Q1: 7,920 shares; 2025Q2: 8,229 shares; 2025Q3: 8,669 shares; 2025Q4: 9,322 shares; 2026Q1: 8,502 shares 8,502 $786K 0.01% -820 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 3,319 shares; 2026Q1: 22,745 shares 22,745 $786K 0.01% +19,426 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,756 shares; 2024Q4: 30,399 shares; 2025Q1: 30,171 shares; 2025Q2: 29,739 shares; 2025Q3: 28,203 shares; 2025Q4: 27,425 shares; 2026Q1: 26,673 shares 26,673 $784K 0.01% -752 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 669 shares; 2025Q1: 696 shares; 2025Q2: 737 shares; 2025Q3: 669 shares; 2025Q4: 745 shares; 2026Q1: 673 shares 673 $780K 0.01% -72 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: 20,663 shares; 2024Q4: 20,687 shares; 2025Q1: 21,068 shares; 2025Q2: 19,917 shares; 2025Q3: 21,117 shares; 2025Q4: 22,215 shares; 2026Q1: 23,219 shares 23,219 $779K 0.01% +1,004 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: 3,312 shares; 2024Q4: 3,258 shares; 2025Q1: 3,257 shares; 2025Q2: 2,129 shares; 2025Q3: 2,090 shares; 2025Q4: 3,040 shares; 2026Q1: 3,687 shares 3,687 $779K 0.01% +647 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: 8,120 shares; 2024Q4: 8,277 shares; 2025Q1: 8,680 shares; 2025Q2: 8,619 shares; 2025Q3: 8,962 shares; 2025Q4: 9,319 shares; 2026Q1: 9,517 shares 9,517 $778K 0.01% +198 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 12,519 shares; 2025Q1: 12,983 shares; 2025Q2: 12,452 shares; 2025Q3: 12,501 shares; 2025Q4: 12,763 shares; 2026Q1: 17,171 shares 17,171 $778K 0.01% +4,408 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 3,396 shares; 2025Q1: 3,038 shares; 2025Q2: 3,151 shares; 2025Q3: 3,183 shares; 2025Q4: 3,330 shares; 2026Q1: 3,665 shares 3,665 $774K 0.01% +335 Timeline IBTL 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: 2,734 shares; 2025Q1: 12,736 shares; 2025Q2: 32,484 shares; 2025Q3: 32,484 shares; 2025Q4: 34,665 shares; 2026Q1: 37,834 shares 37,834 $772K 0.01% +3,169 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,277 shares; 2024Q4: 17,277 shares; 2025Q1: 17,277 shares; 2025Q2: 17,277 shares; 2025Q3: 17,277 shares; 2025Q4: 17,277 shares; 2026Q1: 17,277 shares 17,277 $771K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 6,276 shares; 2025Q1: 6,256 shares; 2025Q2: 6,329 shares; 2025Q3: 6,290 shares; 2025Q4: 5,862 shares; 2026Q1: 7,006 shares 7,006 $770K 0.01% +1,144 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,657 shares; 2024Q4: 20,242 shares; 2025Q1: 20,183 shares; 2025Q2: 20,158 shares; 2025Q3: 20,158 shares; 2025Q4: 20,592 shares; 2026Q1: 16,207 shares 16,207 $769K 0.01% -4,385 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,682 shares; 2024Q4: 21,104 shares; 2025Q1: 17,464 shares; 2025Q2: 22,180 shares; 2025Q3: 21,026 shares; 2025Q4: 21,237 shares; 2026Q1: 20,897 shares 20,897 $748K 0.01% -340 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: 16,486 shares; 2024Q4: 19,666 shares; 2025Q1: 20,280 shares; 2025Q2: 18,596 shares; 2025Q3: 17,244 shares; 2025Q4: 17,670 shares; 2026Q1: 16,674 shares 16,674 $746K 0.01% -996 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 4,724 shares; 2025Q1: 4,082 shares; 2025Q2: 4,365 shares; 2025Q3: 4,398 shares; 2025Q4: 4,703 shares; 2026Q1: 3,626 shares 3,626 $739K 0.01% -1,077 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: 11,104 shares; 2024Q4: 9,312 shares; 2025Q1: 7,657 shares; 2025Q2: 10,327 shares; 2025Q3: 7,456 shares; 2025Q4: 7,251 shares; 2026Q1: 7,136 shares 7,136 $733K 0.01% -115 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: 2,366 shares; 2024Q4: 2,492 shares; 2025Q1: 1,964 shares; 2025Q2: 1,790 shares; 2025Q3: 1,813 shares; 2025Q4: 2,039 shares; 2026Q1: 2,041 shares 2,041 $733K 0.01% +2 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 27,985 shares; 2025Q1: 21,882 shares; 2025Q2: 26,253 shares; 2025Q3: 26,455 shares; 2025Q4: 27,560 shares; 2026Q1: 30,749 shares 30,749 $732K 0.01% +3,189 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,303 shares; 2025Q4: 2,293 shares; 2026Q1: 2,052 shares 2,052 $732K 0.01% -241 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: 2,644 shares; 2024Q4: 2,827 shares; 2025Q1: 2,972 shares; 2025Q2: 3,033 shares; 2025Q3: 3,084 shares; 2025Q4: 3,213 shares; 2026Q1: 4,946 shares 4,946 $723K 0.01% +1,733 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: 15,979 shares; 2024Q4: 15,593 shares; 2025Q1: 13,002 shares; 2025Q2: 15,044 shares; 2025Q3: 15,949 shares; 2025Q4: 17,575 shares; 2026Q1: 18,458 shares 18,458 $720K 0.01% +883 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,716 shares; 2025Q3: 15,716 shares; 2025Q4: 15,049 shares; 2026Q1: 9,507 shares 9,507 $715K 0.01% -5,542 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,401 shares; 2024Q4: 26,856 shares; 2025Q1: 26,342 shares; 2025Q2: 25,215 shares; 2025Q3: 25,052 shares; 2025Q4: 25,598 shares; 2026Q1: 26,029 shares 26,029 $713K 0.01% +431 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,620 shares; 2025Q1: 6,912 shares; 2025Q2: 7,636 shares; 2025Q3: 6,743 shares; 2025Q4: 6,947 shares; 2026Q1: 7,835 shares 7,835 $713K 0.01% +888 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: 46,555 shares; 2024Q4: 44,889 shares; 2025Q1: 41,285 shares; 2025Q2: 41,157 shares; 2025Q3: 40,555 shares; 2025Q4: 34,436 shares; 2026Q1: 34,047 shares 34,047 $712K 0.01% -389 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: 6,627 shares; 2024Q4: 10,503 shares; 2025Q1: 15,281 shares; 2025Q2: 14,838 shares; 2025Q3: 17,833 shares; 2025Q4: 18,766 shares; 2026Q1: 18,483 shares 18,483 $711K 0.01% -283 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,938 shares; 2024Q4: 32,615 shares; 2025Q1: 35,621 shares; 2025Q2: 35,709 shares; 2025Q3: 37,298 shares; 2025Q4: 35,615 shares; 2026Q1: 29,220 shares 29,220 $710K 0.01% -6,395 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: 16,194 shares; 2024Q4: 15,743 shares; 2025Q1: 14,724 shares; 2025Q2: 17,953 shares; 2025Q3: 19,532 shares; 2025Q4: 21,923 shares; 2026Q1: 13,303 shares 13,303 $703K 0.01% -8,620 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,780 shares; 2025Q2: 2,235 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 4,618 shares 4,618 $699K 0.01% +767 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: 7,473 shares; 2024Q4: 7,924 shares; 2025Q1: 8,567 shares; 2025Q2: 9,042 shares; 2025Q3: 9,876 shares; 2025Q4: 12,724 shares; 2026Q1: 12,788 shares 12,788 $699K 0.01% +64 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: 4,199 shares; 2024Q4: 4,322 shares; 2025Q1: 4,805 shares; 2025Q2: 4,433 shares; 2025Q3: 3,951 shares; 2025Q4: 4,215 shares; 2026Q1: 5,528 shares 5,528 $698K 0.01% +1,313 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 3,013 shares; 2025Q1: 3,317 shares; 2025Q2: 3,475 shares; 2025Q3: 3,574 shares; 2025Q4: 3,403 shares; 2026Q1: 3,519 shares 3,519 $695K 0.01% +116 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,421 shares; 2025Q1: 6,455 shares; 2025Q2: 6,507 shares; 2025Q3: 6,966 shares; 2025Q4: 7,635 shares; 2026Q1: 8,455 shares 8,455 $693K 0.01% +820 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: 6,391 shares; 2024Q4: 19,677 shares; 2025Q1: 21,108 shares; 2025Q2: 19,991 shares; 2025Q3: 21,826 shares; 2025Q4: 15,346 shares; 2026Q1: 22,576 shares 22,576 $693K 0.01% +7,230 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 6,349 shares; 2025Q1: 6,443 shares; 2025Q2: 6,632 shares; 2025Q3: 6,863 shares; 2025Q4: 7,208 shares; 2026Q1: 7,596 shares 7,596 $689K 0.01% +388 Timeline QUAL 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: 717 shares; 2024Q4: 606 shares; 2025Q1: 695 shares; 2025Q2: 618 shares; 2025Q3: 630 shares; 2025Q4: 3,479 shares; 2026Q1: 3,570 shares 3,570 $685K 0.01% +91 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,384 shares; 2024Q4: 9,384 shares; 2025Q1: 10,245 shares; 2025Q2: 9,890 shares; 2025Q3: 9,923 shares; 2025Q4: 10,018 shares; 2026Q1: 10,384 shares 10,384 $680K 0.01% +366 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,640 shares; 2025Q1: 1,755 shares; 2025Q2: 1,906 shares; 2025Q3: 1,998 shares; 2025Q4: 1,981 shares; 2026Q1: 2,047 shares 2,047 $677K 0.01% +66 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,425 shares; 2025Q1: 5,433 shares; 2025Q2: 5,666 shares; 2025Q3: 6,095 shares; 2025Q4: 5,973 shares; 2026Q1: 5,829 shares 5,829 $675K 0.01% -144 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 16,994 shares 16,994 $670K 0.01% +15,074 Timeline