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Summit Trail Advisors, LLC

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13F filer, CIK 1698478, NEW YORK, NY

Summit Trail Advisors, LLC reported $6,980,167,826 across 1,441 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 34.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000837

Period
2026-03-31
Reported value
$6.98B
Holdings
1,441
Top 10 weight
34.23%
New
199
Sold out
61

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OLLIadded+1,576,616$145M
DLOadded+6,738,506$87.4M
USFRadded+1,331,889$67M
GOOGLadded+212,668$61.2M
EXPDadded+475,623$57.9M

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VGSHreduced-163,288-$9.56M
GLDreduced-20,482-$8.81M
AKREreduced-163,124-$8.62M
VONGreduced-53,929-$5.92M
IJHreduced-80,129-$5.41M

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000837, largest first. % of portfolio is the value over $6,980,167,826, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090,394 shares; 2025Q3: 1,177,727 shares; 2025Q4: 972,830 shares; 2026Q1: 1,054,464 shares 1,054,464$630M9.03%+81,634Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,693,937 shares; 2024Q4: 21,845,010 shares; 2025Q1: 27,347,752 shares; 2025Q2: 22,337,497 shares; 2025Q3: 21,635,745 shares; 2025Q4: 8,595,674 shares; 2026Q1: 9,927,563 shares 9,927,563$500M7.16%+1,331,889Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666,622 shares; 2024Q4: 677,992 shares; 2025Q1: 695,564 shares; 2025Q2: 727,566 shares; 2025Q3: 740,578 shares; 2025Q4: 727,267 shares; 2026Q1: 758,861 shares 758,861$235M3.36%+31,594Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,612 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510,009 shares; 2025Q3: 566,770 shares; 2025Q4: 582,620 shares; 2026Q1: 713,487 shares 713,487$181M2.59%+130,867Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268,643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139,798 shares; 2025Q3: 2,627,866 shares; 2025Q4: 2,031,147 shares; 2026Q1: 2,539,753 shares 2,539,753$163M2.33%+508,606Timeline
OLLIOLLIES BARGAIN OUTLET HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,545 shares; 2025Q3: 19,171 shares; 2025Q4: 25,534 shares; 2026Q1: 1,602,150 shares 1,602,150$147M2.11%+1,576,616Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,995 shares; 2024Q4: 312,177 shares; 2025Q1: 418,136 shares; 2025Q2: 588,418 shares; 2025Q3: 649,216 shares; 2025Q4: 587,377 shares; 2026Q1: 835,005 shares 835,005$146M2.09%+247,628Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737,284 shares; 2024Q4: 819,821 shares; 2025Q1: 936,055 shares; 2025Q2: 783,662 shares; 2025Q3: 888,239 shares; 2025Q4: 669,322 shares; 2026Q1: 723,923 shares 723,923$139M1.99%+54,601Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,124 shares; 2024Q4: 171,151 shares; 2025Q1: 204,927 shares; 2025Q2: 246,716 shares; 2025Q3: 264,914 shares; 2025Q4: 252,336 shares; 2026Q1: 465,004 shares 465,004$134M1.92%+212,668Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,427 shares; 2024Q4: 221,255 shares; 2025Q1: 240,793 shares; 2025Q2: 272,508 shares; 2025Q3: 280,413 shares; 2025Q4: 267,185 shares; 2026Q1: 400,862 shares 400,862$115M1.65%+133,677Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245,164 shares; 2025Q3: 265,271 shares; 2025Q4: 246,887 shares; 2026Q1: 290,945 shares 290,945$108M1.54%+44,058Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687,101 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,523,830 shares; 2025Q3: 1,626,147 shares; 2025Q4: 1,557,128 shares; 2026Q1: 1,873,246 shares 1,873,246$101M1.45%+316,118Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940,820 shares; 2024Q4: 940,820 shares; 2025Q1: 940,820 shares; 2025Q2: 940,820 shares; 2025Q3: 940,820 shares; 2025Q4: 940,820 shares; 2026Q1: 7,679,326 shares 7,679,326$99.6M1.43%+6,738,506Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 719,190 shares; 2025Q3: 728,697 shares; 2025Q4: 658,137 shares; 2026Q1: 718,247 shares 718,247$90.8M1.3%+60,110Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,428 shares; 2025Q3: 312,396 shares; 2025Q4: 282,604 shares; 2026Q1: 371,719 shares 371,719$77.4M1.11%+89,115Timeline
ISHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,195,405 shares; 2025Q3: 2,352,066 shares; 2025Q4: 1,068,524 shares; 2026Q1: 999,382 shares 999,382$74.1M1.06%-69,142Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 29,710 shares; 2025Q1: 39,715 shares; 2025Q2: 51,573 shares; 2025Q3: 59,084 shares; 2025Q4: 84,089 shares; 2026Q1: 117,190 shares 117,190$67M0.96%+33,101Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,744 shares; 2025Q3: 147,818 shares; 2025Q4: 204,295 shares; 2026Q1: 251,769 shares 251,769$62.4M0.89%+47,474Timeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374,314 shares; 2025Q3: 554,324 shares; 2025Q4: 10,094 shares; 2026Q1: 485,717 shares 485,717$59.2M0.85%+475,623Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,993 shares; 2024Q4: 78,000 shares; 2025Q1: 86,095 shares; 2025Q2: 94,037 shares; 2025Q3: 93,751 shares; 2025Q4: 68,609 shares; 2026Q1: 89,838 shares 89,838$58.4M0.84%+21,229Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,577 shares; 2024Q4: 538,504 shares; 2025Q1: 329,009 shares; 2025Q2: 299,786 shares; 2025Q3: 299,392 shares; 2025Q4: 290,567 shares; 2026Q1: 332,632 shares 332,632$55.1M0.79%+42,065Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397,534 shares; 2025Q3: 434,093 shares; 2025Q4: 441,621 shares; 2026Q1: 533,881 shares 533,881$53M0.76%+92,260Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,705 shares; 2024Q4: 352,011 shares; 2025Q1: 351,357 shares; 2025Q2: 334,074 shares; 2025Q3: 290,421 shares; 2025Q4: 281,930 shares; 2026Q1: 361,041 shares 361,041$52.8M0.76%+79,111Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992,551 shares; 2024Q4: 3,791,839 shares; 2025Q1: 1,859,326 shares; 2025Q2: 1,334,517 shares; 2025Q3: 1,106,248 shares; 2025Q4: 843,892 shares; 2026Q1: 804,441 shares 804,441$47.9M0.69%-39,451Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306,642 shares; 2025Q1: 672,954 shares; 2025Q2: 473,162 shares; 2025Q3: 638,955 shares; 2025Q4: 538,212 shares; 2026Q1: 530,879 shares 530,879$42M0.6%-7,333Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,843 shares; 2024Q4: 89,722 shares; 2025Q1: 99,119 shares; 2025Q2: 113,250 shares; 2025Q3: 120,040 shares; 2025Q4: 112,070 shares; 2026Q1: 140,214 shares 140,214$41.2M0.59%+28,144Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,046 shares; 2025Q3: 75,419 shares; 2025Q4: 73,033 shares; 2026Q1: 83,784 shares 83,784$40.1M0.58%+10,751Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,746 shares; 2024Q4: 38,066 shares; 2025Q1: 51,052 shares; 2025Q2: 70,259 shares; 2025Q3: 78,502 shares; 2025Q4: 71,495 shares; 2026Q1: 100,324 shares 100,324$37.3M0.53%+28,829Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283,983 shares; 2025Q3: 385,315 shares; 2025Q4: 288,631 shares; 2026Q1: 336,119 shares 336,119$29.6M0.42%+47,488Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,329 shares; 2025Q3: 42,171 shares; 2025Q4: 41,407 shares; 2026Q1: 41,247 shares 41,247$29.2M0.42%-160Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,258 shares; 2024Q4: 113,066 shares; 2025Q1: 111,380 shares; 2025Q2: 114,375 shares; 2025Q3: 112,301 shares; 2025Q4: 86,028 shares; 2026Q1: 90,234 shares 90,234$29.1M0.42%+4,206Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368,381 shares; 2025Q3: 392,119 shares; 2025Q4: 317,326 shares; 2026Q1: 297,759 shares 297,759$28.9M0.41%-19,567Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,692 shares; 2025Q3: 151,802 shares; 2025Q4: 61,638 shares; 2026Q1: 88,242 shares 88,242$28.3M0.41%+26,604Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,710 shares; 2025Q3: 115,903 shares; 2025Q4: 149,078 shares; 2026Q1: 195,901 shares 195,901$27.1M0.39%+46,823Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,222 shares; 2025Q3: 21,466 shares; 2025Q4: 20,560 shares; 2026Q1: 28,383 shares 28,383$26.1M0.37%+7,823Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 16,249 shares; 2025Q3: 705,373 shares; 2025Q4: 438,733 shares; 2026Q1: 568,887 shares 568,887$25.7M0.37%+130,154Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,925 shares; 2025Q3: 89,368 shares; 2025Q4: 82,169 shares; 2026Q1: 102,792 shares 102,792$25.1M0.36%+20,623Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,022,000 shares 2,022,000$24.8M0.36%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,169 shares; 2024Q4: 68,874 shares; 2025Q1: 84,358 shares; 2025Q2: 112,923 shares; 2025Q3: 123,596 shares; 2025Q4: 121,267 shares; 2026Q1: 144,765 shares 144,765$24.6M0.35%+23,498Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,921 shares; 2025Q3: 92,701 shares; 2025Q4: 85,594 shares; 2026Q1: 89,254 shares 89,254$23.4M0.33%+3,660Timeline
ERIEERIE INDTY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,938 shares; 2025Q3: 29,605 shares; 2025Q4: 103,690 shares; 2026Q1: 92,363 shares 92,363$23.2M0.33%-11,327Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,016 shares; 2025Q3: 24,645 shares; 2025Q4: 19,994 shares; 2026Q1: 34,677 shares 34,677$22.7M0.32%+14,683Timeline
KCCAKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546,793 shares; 2025Q3: 1,607,871 shares; 2025Q4: 1,238,566 shares; 2026Q1: 1,432,174 shares 1,432,174$21.2M0.3%+193,608Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,571 shares; 2025Q3: 188,423 shares; 2025Q4: 181,518 shares; 2026Q1: 210,328 shares 210,328$19.8M0.28%+28,810Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 9,370 shares; 2025Q1: 13,709 shares; 2025Q2: 15,987 shares; 2025Q3: 17,457 shares; 2025Q4: 15,745 shares; 2026Q1: 19,686 shares 19,686$19.6M0.28%+3,941Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,050 shares; 2025Q3: 131,967 shares; 2025Q4: 126,509 shares; 2026Q1: 156,083 shares 156,083$19.4M0.28%+29,574Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,417 shares; 2024Q4: 162,404 shares; 2025Q1: 163,622 shares; 2025Q2: 166,014 shares; 2025Q3: 174,122 shares; 2025Q4: 168,381 shares; 2026Q1: 171,740 shares 171,740$19.1M0.27%+3,359Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,898 shares; 2025Q3: 90,474 shares; 2025Q4: 77,034 shares; 2026Q1: 151,588 shares 151,588$18.6M0.27%+74,554Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,137 shares; 2025Q3: 238,137 shares; 2025Q4: 238,137 shares; 2026Q1: 238,147 shares 238,147$17.7M0.25%+10Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,015 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,813 shares; 2025Q3: 73,735 shares; 2025Q4: 71,149 shares; 2026Q1: 84,456 shares 84,456$17.5M0.25%+13,307Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 5,354 shares; 2025Q1: 20,230 shares; 2025Q2: 19,174 shares; 2025Q3: 20,456 shares; 2025Q4: 17,133 shares; 2026Q1: 20,542 shares 20,542$17.4M0.25%+3,409Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,166 shares; 2025Q3: 225,737 shares; 2025Q4: 261,264 shares; 2026Q1: 219,388 shares 219,388$17.3M0.25%-41,876Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly 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: 195,252 shares; 2025Q4: 177,475 shares; 2026Q1: 247,693 shares 247,693$17.1M0.24%+70,218Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,303 shares; 2024Q4: 338,503 shares; 2025Q1: 334,521 shares; 2025Q2: 309,465 shares; 2025Q3: 299,577 shares; 2025Q4: 291,177 shares; 2026Q1: 276,328 shares 276,328$16.4M0.23%-14,849Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 26,977 shares; 2025Q1: 34,152 shares; 2025Q2: 43,253 shares; 2025Q3: 46,593 shares; 2025Q4: 38,724 shares; 2026Q1: 51,806 shares 51,806$15.7M0.22%+13,082Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,457 shares; 2025Q3: 42,659 shares; 2025Q4: 39,005 shares; 2026Q1: 45,594 shares 45,594$15.4M0.22%+6,589Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,353 shares; 2025Q3: 151,058 shares; 2025Q4: 31,862 shares; 2026Q1: 36,020 shares 36,020$15.4M0.22%+4,158Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,858 shares; 2025Q3: 66,252 shares; 2025Q4: 64,172 shares; 2026Q1: 77,743 shares 77,743$15M0.21%+13,571Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,627 shares; 2024Q4: 158,726 shares; 2025Q1: 115,493 shares; 2025Q2: 145,427 shares; 2025Q3: 232,007 shares; 2025Q4: 222,236 shares; 2026Q1: 165,030 shares 165,030$14.9M0.21%-57,206Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,470 shares; 2024Q4: 72,455 shares; 2025Q1: 74,041 shares; 2025Q2: 29,952 shares; 2025Q3: 36,422 shares; 2025Q4: 32,094 shares; 2026Q1: 37,090 shares 37,090$14.5M0.21%+4,996Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,423 shares; 2024Q4: 29,476 shares; 2025Q1: 36,020 shares; 2025Q2: 43,038 shares; 2025Q3: 48,893 shares; 2025Q4: 48,458 shares; 2026Q1: 64,582 shares 64,582$14M0.2%+16,124Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,026 shares; 2025Q3: 19,730 shares; 2025Q4: 19,967 shares; 2026Q1: 21,234 shares 21,234$12.8M0.18%+1,267Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,170 shares; 2025Q3: 52,219 shares; 2025Q4: 43,701 shares; 2026Q1: 47,018 shares 47,018$12.7M0.18%+3,317Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,225 shares; 2025Q3: 94,780 shares; 2025Q4: 94,643 shares; 2026Q1: 101,203 shares 101,203$12.6M0.18%+6,560Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,879 shares; 2025Q3: 244,274 shares; 2025Q4: 210,637 shares; 2026Q1: 253,965 shares 253,965$12.4M0.18%+43,328Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,799 shares; 2024Q4: 88,046 shares; 2025Q1: 102,765 shares; 2025Q2: 119,397 shares; 2025Q3: 136,427 shares; 2025Q4: 126,206 shares; 2026Q1: 158,661 shares 158,661$12.3M0.18%+32,455Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 18,201 shares; 2025Q1: 21,192 shares; 2025Q2: 25,194 shares; 2025Q3: 27,473 shares; 2025Q4: 24,406 shares; 2026Q1: 24,586 shares 24,586$12.3M0.18%+180Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,972 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,309 shares; 2025Q3: 75,396 shares; 2025Q4: 68,880 shares; 2026Q1: 74,021 shares 74,021$12.2M0.18%+5,141Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,364 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,656 shares; 2025Q3: 36,896 shares; 2025Q4: 30,364 shares; 2026Q1: 37,061 shares 37,061$12.2M0.17%+6,697Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,652 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559,749 shares; 2025Q3: 590,596 shares; 2025Q4: 590,445 shares; 2026Q1: 581,157 shares 581,157$12.1M0.17%-9,288Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,000 shares; 2024Q4: 137,502 shares; 2025Q1: 107,749 shares; 2025Q2: 113,947 shares; 2025Q3: 128,973 shares; 2025Q4: 99,903 shares; 2026Q1: 101,798 shares 101,798$12M0.17%+1,895Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 6,703 shares; 2025Q1: 8,394 shares; 2025Q2: 10,835 shares; 2025Q3: 12,288 shares; 2025Q4: 97,716 shares; 2026Q1: 122,717 shares 122,717$11.8M0.17%+25,001Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,593 shares; 2025Q3: 210,586 shares; 2025Q4: 561,342 shares; 2026Q1: 452,615 shares 452,615$11.4M0.16%-108,727Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,963 shares; 2025Q3: 48,521 shares; 2025Q4: 42,532 shares; 2026Q1: 52,592 shares 52,592$11.2M0.16%+10,060Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,514 shares; 2025Q4: 94,387 shares; 2026Q1: 67,002 shares 67,002$10.8M0.16%-27,385Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,139 shares; 2024Q4: 136,166 shares; 2025Q1: 144,773 shares; 2025Q2: 160,469 shares; 2025Q3: 162,173 shares; 2025Q4: 149,786 shares; 2026Q1: 147,681 shares 147,681$10.6M0.15%-2,105Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,368 shares; 2025Q3: 30,978 shares; 2025Q4: 29,563 shares; 2026Q1: 37,225 shares 37,225$10.6M0.15%+7,662Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,716 shares; 2025Q3: 43,576 shares; 2025Q4: 39,306 shares; 2026Q1: 51,612 shares 51,612$10.5M0.15%+12,306Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,874 shares; 2025Q3: 21,390 shares; 2025Q4: 18,980 shares; 2026Q1: 18,011 shares 18,011$10.4M0.15%-969Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 4,747 shares; 2025Q4: 9,247 shares; 2026Q1: 106,888 shares 106,888$10.4M0.15%+97,641Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,732 shares; 2025Q3: 77,413 shares; 2025Q4: 70,573 shares; 2026Q1: 89,512 shares 89,512$10.2M0.15%+18,939Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,206 shares; 2025Q3: 137,974 shares; 2025Q4: 137,974 shares; 2026Q1: 137,201 shares 137,201$10.1M0.14%-773Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 1,131 shares; 2025Q1: 1,357 shares; 2025Q2: 1,647 shares; 2025Q3: 2,098 shares; 2025Q4: 1,615 shares; 2026Q1: 2,384 shares 2,384$10M0.14%+769Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,874 shares; 2024Q4: 56,022 shares; 2025Q1: 60,835 shares; 2025Q2: 66,437 shares; 2025Q3: 82,122 shares; 2025Q4: 72,122 shares; 2026Q1: 83,143 shares 83,143$10M0.14%+11,021Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,949 shares; 2025Q1: 79,644 shares; 2025Q2: 68,414 shares; 2025Q3: 98,613 shares; 2025Q4: 92,070 shares; 2026Q1: 95,580 shares 95,580$9.89M0.14%+3,510Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,341 shares; 2024Q4: 25,172 shares; 2025Q1: 30,567 shares; 2025Q2: 38,352 shares; 2025Q3: 45,224 shares; 2025Q4: 39,871 shares; 2026Q1: 66,573 shares 66,573$9.79M0.14%+26,702Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,147 shares; 2025Q3: 55,051 shares; 2025Q4: 56,074 shares; 2026Q1: 66,643 shares 66,643$9.63M0.14%+10,569Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,098 shares; 2025Q4: 2,840 shares; 2026Q1: 72,672 shares 72,672$9.31M0.13%+69,832Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,672 shares; 2025Q3: 24,045 shares; 2025Q4: 21,063 shares; 2026Q1: 30,729 shares 30,729$9.29M0.13%+9,666Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,678 shares; 2025Q4: 1,800 shares; 2026Q1: 32,273 shares 32,273$9.27M0.13%+30,473Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,741 shares; 2024Q4: 45,388 shares; 2025Q1: 45,764 shares; 2025Q2: 48,480 shares; 2025Q3: 49,047 shares; 2025Q4: 50,992 shares; 2026Q1: 48,826 shares 48,826$9.11M0.13%-2,166Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 4,504 shares; 2025Q1: 6,086 shares; 2025Q2: 9,391 shares; 2025Q3: 9,350 shares; 2025Q4: 8,717 shares; 2026Q1: 10,366 shares 10,366$9.05M0.13%+1,649Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,934 shares; 2024Q4: 196,060 shares; 2025Q1: 228,731 shares; 2025Q2: 278,084 shares; 2025Q3: 302,654 shares; 2025Q4: 244,929 shares; 2026Q1: 301,242 shares 301,242$8.73M0.13%+56,313Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,426 shares; 2025Q3: 112,114 shares; 2025Q4: 106,565 shares; 2026Q1: 109,407 shares 109,407$8.71M0.12%+2,842Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,519 shares; 2024Q4: 57,351 shares; 2025Q1: 52,043 shares; 2025Q2: 50,958 shares; 2025Q3: 50,625 shares; 2025Q4: 45,670 shares; 2026Q1: 49,609 shares 49,609$8.66M0.12%+3,939Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,769 shares; 2025Q3: 42,113 shares; 2025Q4: 35,958 shares; 2026Q1: 53,088 shares 53,088$8.48M0.12%+17,130Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 8,717 shares; 2026Q1: 104,928 shares 104,928$8.4M0.12%+96,211Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,920 shares; 2025Q3: 22,925 shares; 2025Q4: 18,251 shares; 2026Q1: 24,510 shares 24,510$8.38M0.12%+6,259Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,509 shares; 2024Q4: 64,639 shares; 2025Q1: 26,578 shares; 2025Q2: 30,273 shares; 2025Q3: 25,125 shares; 2025Q4: 255,224 shares; 2026Q1: 318,188 shares 318,188$8.37M0.12%+62,964Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,171 shares; 2025Q2: 7,041 shares; 2025Q3: 11,171 shares; 2025Q4: 13,407 shares; 2026Q1: 12,954 shares 12,954$8.23M0.12%-453Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,630 shares; 2025Q3: 14,657 shares; 2025Q4: 13,601 shares; 2026Q1: 22,592 shares 22,592$8.06M0.12%+8,991Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,607 shares; 2025Q3: 80,067 shares; 2025Q4: 80,136 shares; 2026Q1: 105,579 shares 105,579$8.03M0.12%+25,443Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,432 shares; 2025Q3: 60,736 shares; 2025Q4: 58,119 shares; 2026Q1: 55,634 shares 55,634$7.92M0.11%-2,485Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: 16,003 shares; 2025Q1: 19,662 shares; 2025Q2: 18,378 shares; 2025Q3: 28,132 shares; 2025Q4: 22,399 shares; 2026Q1: 29,273 shares 29,273$7.92M0.11%+6,874Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,322 shares; 2025Q3: 54,568 shares; 2025Q4: 51,684 shares; 2026Q1: 39,738 shares 39,738$7.8M0.11%-11,946Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,597 shares; 2025Q3: 18,137 shares; 2025Q4: 18,471 shares; 2026Q1: 24,812 shares 24,812$7.71M0.11%+6,341Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,353 shares; 2024Q4: 105,702 shares; 2025Q1: 118,825 shares; 2025Q2: 133,441 shares; 2025Q3: 147,749 shares; 2025Q4: 116,959 shares; 2026Q1: 145,515 shares 145,515$7.3M0.1%+28,556Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,139 shares; 2025Q3: 30,311 shares; 2025Q4: 88,424 shares; 2026Q1: 156,509 shares 156,509$7.27M0.1%+68,085Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,814 shares; 2025Q3: 4,457 shares; 2025Q4: 3,941 shares; 2026Q1: 4,928 shares 4,928$7.26M0.1%+987Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,655 shares; 2025Q3: 22,605 shares; 2025Q4: 22,644 shares; 2026Q1: 29,834 shares 29,834$7.23M0.1%+7,190Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,517 shares; 2024Q4: 9,023 shares; 2025Q1: 11,324 shares; 2025Q2: 14,528 shares; 2025Q3: 16,034 shares; 2025Q4: 10,374 shares; 2026Q1: 14,545 shares 14,545$7.21M0.1%+4,171Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,730 shares; 2024Q4: 41,217 shares; 2025Q1: 46,835 shares; 2025Q2: 51,045 shares; 2025Q3: 52,625 shares; 2025Q4: 49,489 shares; 2026Q1: 47,750 shares 47,750$7.17M0.1%-1,739Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,829 shares; 2025Q3: 45,092 shares; 2025Q4: 45,331 shares; 2026Q1: 45,320 shares 45,320$7.04M0.1%-11Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,231 shares; 2024Q4: 104,440 shares; 2025Q1: 87,386 shares; 2025Q2: 93,515 shares; 2025Q3: 100,929 shares; 2025Q4: 96,039 shares; 2026Q1: 105,670 shares 105,670$6.97M0.1%+9,631Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,070 shares; 2024Q4: 26,126 shares; 2025Q1: 26,858 shares; 2025Q2: 38,283 shares; 2025Q3: 44,348 shares; 2025Q4: 41,918 shares; 2026Q1: 52,707 shares 52,707$6.96M0.1%+10,789Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,471 shares; 2024Q4: 32,407 shares; 2025Q1: 39,884 shares; 2025Q2: 45,460 shares; 2025Q3: 57,371 shares; 2025Q4: 46,249 shares; 2026Q1: 74,358 shares 74,358$6.91M0.1%+28,109Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,348 shares; 2025Q3: 11,966 shares; 2025Q4: 11,269 shares; 2026Q1: 12,157 shares 12,157$6.85M0.1%+888Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,061 shares; 2024Q4: 349,459 shares; 2025Q1: 365,040 shares; 2025Q2: 287,257 shares; 2025Q3: 154,127 shares; 2025Q4: 25,754 shares; 2026Q1: 35,336 shares 35,336$6.78M0.1%+9,582Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,464 shares; 2024Q4: 277,535 shares; 2025Q1: 265,947 shares; 2025Q2: 257,524 shares; 2025Q3: 290,868 shares; 2025Q4: 300,418 shares; 2026Q1: 420,643 shares 420,643$6.68M0.1%+120,225Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,644 shares; 2025Q3: 15,114 shares; 2025Q4: 12,235 shares; 2026Q1: 20,848 shares 20,848$6.63M0.1%+8,613Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,750 shares; 2025Q3: 11,107 shares; 2025Q4: 9,439 shares; 2026Q1: 13,108 shares 13,108$6.44M0.09%+3,669Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,043 shares; 2025Q3: 21,195 shares; 2025Q4: 16,911 shares; 2026Q1: 19,634 shares 19,634$6.42M0.09%+2,723Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,285 shares; 2025Q3: 120,585 shares; 2025Q4: 122,705 shares; 2026Q1: 144,699 shares 144,699$6.39M0.09%+21,994Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,482 shares; 2025Q3: 61,210 shares; 2025Q4: 58,179 shares; 2026Q1: 61,451 shares 61,451$6.31M0.09%+3,272Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,764 shares; 2024Q4: 23,490 shares; 2025Q1: 35,410 shares; 2025Q2: 48,426 shares; 2025Q3: 73,268 shares; 2025Q4: 67,422 shares; 2026Q1: 85,632 shares 85,632$6.2M0.09%+18,210Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,684 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,531 shares; 2025Q3: 223,020 shares; 2025Q4: 225,690 shares; 2026Q1: 218,158 shares 218,158$6.13M0.09%-7,532Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,020 shares; 2025Q3: 42,073 shares; 2025Q4: 35,914 shares; 2026Q1: 43,831 shares 43,831$6.11M0.09%+7,917Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,181 shares; 2025Q3: 24,108 shares; 2025Q4: 23,865 shares; 2026Q1: 29,232 shares 29,232$6.06M0.09%+5,367Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,281 shares; 2025Q3: 83,352 shares; 2025Q4: 78,107 shares; 2026Q1: 83,695 shares 83,695$6.06M0.09%+5,588Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,532 shares; 2025Q1: 1,502 shares; 2025Q2: 2,308 shares; 2025Q3: 2,450 shares; 2025Q4: 1,931 shares; 2026Q1: 4,578 shares 4,578$6.05M0.09%+2,647Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 18,937 shares; 2025Q1: 19,769 shares; 2025Q2: 22,115 shares; 2025Q3: 24,456 shares; 2025Q4: 23,436 shares; 2026Q1: 24,560 shares 24,560$6M0.09%+1,124Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,703 shares; 2025Q3: 11,156 shares; 2025Q4: 11,052 shares; 2026Q1: 17,368 shares 17,368$5.99M0.09%+6,316Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,269 shares; 2025Q3: 5,398 shares; 2025Q4: 4,780 shares; 2026Q1: 6,695 shares 6,695$5.99M0.09%+1,915Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly 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: 276,478 shares; 2026Q1: 113,354 shares 113,354$5.99M0.09%-163,124Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 6,321 shares; 2025Q1: 8,161 shares; 2025Q2: 13,384 shares; 2025Q3: 16,316 shares; 2025Q4: 14,224 shares; 2026Q1: 16,615 shares 16,615$5.94M0.09%+2,391Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 14,538 shares; 2025Q4: 13,942 shares; 2026Q1: 17,198 shares 17,198$5.9M0.08%+3,256Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,417 shares; 2025Q3: 16,289 shares; 2025Q4: 55,086 shares; 2026Q1: 68,417 shares 68,417$5.83M0.08%+13,331Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,734 shares; 2025Q3: 23,666 shares; 2025Q4: 21,362 shares; 2026Q1: 29,379 shares 29,379$5.82M0.08%+8,017Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,778 shares; 2025Q3: 127,587 shares; 2025Q4: 95,404 shares; 2026Q1: 101,863 shares 101,863$5.78M0.08%+6,459Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,944 shares; 2025Q1: 3,460 shares; 2025Q2: 4,066 shares; 2025Q3: 4,794 shares; 2025Q4: 4,120 shares; 2026Q1: 5,999 shares 5,999$5.77M0.08%+1,879Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 10,264 shares; 2025Q1: 36,039 shares; 2025Q2: 140,924 shares; 2025Q3: 224,645 shares; 2025Q4: 220,386 shares; 2026Q1: 269,768 shares 269,768$5.73M0.08%+49,382Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,258 shares; 2025Q3: 13,975 shares; 2025Q4: 13,740 shares; 2026Q1: 15,435 shares 15,435$5.72M0.08%+1,695Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,681 shares; 2025Q3: 19,670 shares; 2025Q4: 15,656 shares; 2026Q1: 19,170 shares 19,170$5.68M0.08%+3,514Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,015 shares; 2025Q3: 15,338 shares; 2025Q4: 13,498 shares; 2026Q1: 16,148 shares 16,148$5.68M0.08%+2,650Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,369 shares; 2025Q3: 43,268 shares; 2025Q4: 41,974 shares; 2026Q1: 30,279 shares 30,279$5.65M0.08%-11,695Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,567 shares; 2025Q3: 28,407 shares; 2025Q4: 24,650 shares; 2026Q1: 34,212 shares 34,212$5.63M0.08%+9,562Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,894 shares; 2025Q3: 18,888 shares; 2025Q4: 19,108 shares; 2026Q1: 23,769 shares 23,769$5.62M0.08%+4,661Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 79,128 shares; 2025Q1: 84,934 shares; 2025Q2: 64,592 shares; 2025Q3: 120,521 shares; 2025Q4: 117,280 shares; 2026Q1: 80,202 shares 80,202$5.59M0.08%-37,078Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,932 shares; 2025Q3: 123,354 shares; 2025Q4: 120,613 shares; 2026Q1: 134,247 shares 134,247$5.51M0.08%+13,634Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,406 shares; 2025Q3: 37,813 shares; 2025Q4: 37,036 shares; 2026Q1: 40,347 shares 40,347$5.49M0.08%+3,311Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,014 shares; 2025Q3: 29,691 shares; 2025Q4: 22,865 shares; 2026Q1: 25,414 shares 25,414$5.47M0.08%+2,549Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,828 shares; 2025Q3: 50,518 shares; 2025Q4: 43,829 shares; 2026Q1: 50,454 shares 50,454$5.46M0.08%+6,625Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,136 shares; 2025Q3: 34,313 shares; 2025Q4: 31,879 shares; 2026Q1: 42,679 shares 42,679$5.39M0.08%+10,800Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,520 shares; 2025Q3: 16,792 shares; 2025Q4: 16,788 shares; 2026Q1: 23,814 shares 23,814$5.38M0.08%+7,026Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 21,066 shares; 2025Q1: 28,083 shares; 2025Q2: 27,884 shares; 2025Q3: 34,531 shares; 2025Q4: 32,988 shares; 2026Q1: 12,506 shares 12,506$5.38M0.08%-20,482Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 24,240 shares; 2025Q1: 30,100 shares; 2025Q2: 32,446 shares; 2025Q3: 66,158 shares; 2025Q4: 71,232 shares; 2026Q1: 95,083 shares 95,083$5.35M0.08%+23,851Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,947 shares; 2025Q3: 42,950 shares; 2025Q4: 44,554 shares; 2026Q1: 47,179 shares 47,179$5.34M0.08%+2,625Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,988 shares; 2025Q3: 47,380 shares; 2025Q4: 42,048 shares; 2026Q1: 158,783 shares 158,783$5.27M0.08%+116,735Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,736 shares; 2025Q3: 23,205 shares; 2025Q4: 19,544 shares; 2026Q1: 40,499 shares 40,499$5.26M0.08%+20,955Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,530 shares 22,530$5.26M0.08%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,866 shares; 2024Q4: 504,019 shares; 2025Q1: 2,369,757 shares; 2025Q2: 2,321,017 shares; 2025Q3: 2,376,345 shares; 2025Q4: 252,724 shares; 2026Q1: 89,436 shares 89,436$5.24M0.08%-163,288Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 8,069 shares; 2025Q1: 8,222 shares; 2025Q2: 7,338 shares; 2025Q3: 7,417 shares; 2025Q4: 7,352 shares; 2026Q1: 7,483 shares 7,483$5.22M0.07%+131Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 6,602 shares; 2025Q1: 8,036 shares; 2025Q2: 10,244 shares; 2025Q3: 10,633 shares; 2025Q4: 10,017 shares; 2026Q1: 11,279 shares 11,279$5.2M0.07%+1,262Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,598 shares; 2025Q3: 9,010 shares; 2025Q4: 7,500 shares; 2026Q1: 9,642 shares 9,642$5.19M0.07%+2,142Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 7,080 shares; 2025Q4: 7,086 shares; 2026Q1: 11,897 shares 11,897$5.16M0.07%+4,811Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,342 shares; 2025Q3: 19,342 shares; 2025Q4: 20,002 shares; 2026Q1: 20,691 shares 20,691$5.15M0.07%+689Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,625 shares; 2025Q1: 7,174 shares; 2025Q2: 9,910 shares; 2025Q3: 12,298 shares; 2025Q4: 9,746 shares; 2026Q1: 15,658 shares 15,658$5.1M0.07%+5,912Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: not reported; 2025Q1: 3,293 shares; 2025Q2: 15,976 shares; 2025Q3: 19,799 shares; 2025Q4: 17,776 shares; 2026Q1: 22,232 shares 22,232$5.08M0.07%+4,456Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,309 shares; 2024Q4: 25,416 shares; 2025Q1: 24,524 shares; 2025Q2: 17,830 shares; 2025Q3: 38,226 shares; 2025Q4: 39,963 shares; 2026Q1: 32,033 shares 32,033$4.92M0.07%-7,930Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,342 shares; 2025Q3: 9,638 shares; 2025Q4: 8,524 shares; 2026Q1: 11,219 shares 11,219$4.85M0.07%+2,695Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,960 shares; 2025Q3: 63,792 shares; 2025Q4: 49,408 shares; 2026Q1: 80,286 shares 80,286$4.85M0.07%+30,878Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,573 shares; 2025Q3: 11,090 shares; 2025Q4: 11,147 shares; 2026Q1: 22,936 shares 22,936$4.82M0.07%+11,789Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,133 shares; 2025Q3: 36,779 shares; 2025Q4: 36,457 shares; 2026Q1: 37,383 shares 37,383$4.81M0.07%+926Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,018 shares; 2025Q3: 60,335 shares; 2025Q4: 48,075 shares; 2026Q1: 49,857 shares 49,857$4.81M0.07%+1,782Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,408 shares; 2025Q3: 19,110 shares; 2025Q4: 15,979 shares; 2026Q1: 19,593 shares 19,593$4.75M0.07%+3,614Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 5,050 shares; 2025Q1: 6,490 shares; 2025Q2: 8,629 shares; 2025Q3: 10,460 shares; 2025Q4: 8,983 shares; 2026Q1: 11,139 shares 11,139$4.74M0.07%+2,156Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,004 shares; 2025Q3: 3,727 shares; 2025Q4: 3,834 shares; 2026Q1: 4,325 shares 4,325$4.73M0.07%+491Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,205 shares; 2025Q3: 26,860 shares; 2025Q4: 29,321 shares; 2026Q1: 32,585 shares 32,585$4.71M0.07%+3,264Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,470 shares; 2024Q4: 115,967 shares; 2025Q1: 176,325 shares; 2025Q2: 182,442 shares; 2025Q3: 218,604 shares; 2025Q4: 219,999 shares; 2026Q1: 241,726 shares 241,726$4.69M0.07%+21,727Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: 3,360 shares; 2025Q2: 14,333 shares; 2025Q3: 21,996 shares; 2025Q4: 25,815 shares; 2026Q1: 24,830 shares 24,830$4.69M0.07%-985Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 4,194 shares; 2025Q1: 6,844 shares; 2025Q2: 17,314 shares; 2025Q3: 20,076 shares; 2025Q4: 17,872 shares; 2026Q1: 25,609 shares 25,609$4.67M0.07%+7,737Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,365 shares; 2025Q3: 20,980 shares; 2025Q4: 21,172 shares; 2026Q1: 25,364 shares 25,364$4.62M0.07%+4,192Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,082 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,556 shares; 2025Q3: 196,166 shares; 2025Q4: 176,522 shares; 2026Q1: 188,379 shares 188,379$4.6M0.07%+11,857Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,618 shares; 2025Q3: 18,122 shares; 2025Q4: 16,359 shares; 2026Q1: 19,712 shares 19,712$4.54M0.07%+3,353Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,305 shares; 2025Q3: 72,378 shares; 2025Q4: 61,593 shares; 2026Q1: 77,825 shares 77,825$4.49M0.06%+16,232Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,091 shares; 2025Q3: 40,113 shares; 2025Q4: 31,882 shares; 2026Q1: 48,359 shares 48,359$4.4M0.06%+16,477Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 8,119 shares; 2025Q1: 8,994 shares; 2025Q2: 9,242 shares; 2025Q3: 12,702 shares; 2025Q4: 12,216 shares; 2026Q1: 19,060 shares 19,060$4.38M0.06%+6,844Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,072 shares; 2025Q1: 1,556 shares; 2025Q2: 26,398 shares; 2025Q3: 30,126 shares; 2025Q4: 29,440 shares; 2026Q1: 47,152 shares 47,152$4.35M0.06%+17,712Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,557 shares; 2025Q3: 61,235 shares; 2025Q4: 54,766 shares; 2026Q1: 71,314 shares 71,314$4.33M0.06%+16,548Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 6 shares 6$4.31M0.06%-2Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,821 shares; 2025Q1: 16,115 shares; 2025Q2: 28,032 shares; 2025Q3: 32,838 shares; 2025Q4: 30,385 shares; 2026Q1: 32,819 shares 32,819$4.3M0.06%+2,434Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,064 shares; 2024Q4: 65,915 shares; 2025Q1: 67,459 shares; 2025Q2: 102,236 shares; 2025Q3: 106,305 shares; 2025Q4: 123,195 shares; 2026Q1: 149,479 shares 149,479$4.29M0.06%+26,284Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,458 shares; 2025Q3: 6,646 shares; 2025Q4: 6,989 shares; 2026Q1: 9,213 shares 9,213$4.28M0.06%+2,224Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,554 shares; 2025Q3: 13,762 shares; 2025Q4: 12,333 shares; 2026Q1: 17,847 shares 17,847$4.27M0.06%+5,514Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,931 shares; 2025Q1: 5,229 shares; 2025Q2: 8,072 shares; 2025Q3: 9,805 shares; 2025Q4: 9,224 shares; 2026Q1: 11,963 shares 11,963$4.26M0.06%+2,739Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,170 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,332 shares; 2025Q3: 40,001 shares; 2025Q4: 36,453 shares; 2026Q1: 47,053 shares 47,053$4.22M0.06%+10,600Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,432 shares; 2025Q3: 44,871 shares; 2025Q4: 44,902 shares; 2026Q1: 57,878 shares 57,878$4.21M0.06%+12,976Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 13,136 shares; 2025Q1: 11,884 shares; 2025Q2: 15,969 shares; 2025Q3: 35,021 shares; 2025Q4: 30,328 shares; 2026Q1: 35,795 shares 35,795$4.19M0.06%+5,467Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 13,787 shares; 2025Q1: 16,521 shares; 2025Q2: 19,665 shares; 2025Q3: 24,192 shares; 2025Q4: 23,850 shares; 2026Q1: 31,877 shares 31,877$4.17M0.06%+8,027Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,403 shares; 2025Q3: 16,421 shares; 2025Q4: 15,052 shares; 2026Q1: 20,944 shares 20,944$4.17M0.06%+5,892Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,037 shares; 2025Q3: 121,485 shares; 2025Q4: 118,264 shares; 2026Q1: 113,862 shares 113,862$4.15M0.06%-4,402Timeline
DLBDOLBY LABORATORIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,344 shares; 2025Q3: 40,799 shares; 2025Q4: 53,615 shares; 2026Q1: 68,821 shares 68,821$4.13M0.06%+15,206Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,484 shares; 2025Q3: 19,996 shares; 2025Q4: 14,322 shares; 2026Q1: 21,684 shares 21,684$4.11M0.06%+7,362Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,302 shares; 2025Q3: 24,205 shares; 2025Q4: 20,589 shares; 2026Q1: 25,628 shares 25,628$4.11M0.06%+5,039Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,148 shares; 2025Q3: 27,486 shares; 2025Q4: 24,622 shares; 2026Q1: 37,382 shares 37,382$4.09M0.06%+12,760Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,577 shares; 2025Q3: 16,181 shares; 2025Q4: 15,252 shares; 2026Q1: 19,260 shares 19,260$4.08M0.06%+4,008Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,920 shares; 2025Q3: 10,322 shares; 2025Q4: 9,732 shares; 2026Q1: 11,864 shares 11,864$4.08M0.06%+2,132Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,964 shares; 2025Q1: 5,137 shares; 2025Q2: 8,059 shares; 2025Q3: 9,046 shares; 2025Q4: 6,964 shares; 2026Q1: 8,612 shares 8,612$4.08M0.06%+1,648Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,748 shares; 2025Q3: 28,343 shares; 2025Q4: 24,706 shares; 2026Q1: 31,062 shares 31,062$4.07M0.06%+6,356Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,613 shares; 2025Q3: 36,067 shares; 2025Q4: 36,088 shares; 2026Q1: 54,148 shares 54,148$4.07M0.06%+18,060Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,796 shares; 2025Q1: 2,399 shares; 2025Q2: 4,200 shares; 2025Q3: 4,924 shares; 2025Q4: 4,528 shares; 2026Q1: 4,683 shares 4,683$4.05M0.06%+155Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 11,838 shares; 2025Q1: 12,104 shares; 2025Q2: 14,621 shares; 2025Q3: 19,232 shares; 2025Q4: 19,713 shares; 2026Q1: 19,560 shares 19,560$4.04M0.06%-153Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,646 shares; 2025Q1: 2,770 shares; 2025Q2: 5,197 shares; 2025Q3: 6,520 shares; 2025Q4: 26,040 shares; 2026Q1: 38,448 shares 38,448$4.02M0.06%+12,408Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,277 shares; 2025Q3: 27,842 shares; 2025Q4: 33,781 shares; 2026Q1: 40,072 shares 40,072$4.02M0.06%+6,291Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 4,761 shares; 2025Q2: 6,405 shares; 2025Q3: 15,912 shares; 2025Q4: 17,259 shares; 2026Q1: 17,326 shares 17,326$4M0.06%+67Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,961 shares; 2025Q3: 346,058 shares; 2025Q4: 139,341 shares; 2026Q1: 59,212 shares 59,212$4M0.06%-80,129Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,746 shares; 2025Q1: 27,450 shares; 2025Q2: 24,473 shares; 2025Q3: 48,497 shares; 2025Q4: 42,253 shares; 2026Q1: 53,948 shares 53,948$3.99M0.06%+11,695Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 4,037 shares; 2025Q4: 4,981 shares; 2026Q1: 5,824 shares 5,824$3.97M0.06%+843Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares; 2025Q4: 8,820 shares; 2026Q1: 27,180 shares 27,180$3.94M0.06%+18,360Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,417 shares; 2025Q3: 14,036 shares; 2025Q4: 27,288 shares; 2026Q1: 32,486 shares 32,486$3.94M0.06%+5,198Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,119 shares 20,119$3.91M0.06%newTimeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,529 shares; 2025Q3: 6,231 shares; 2025Q4: 7,547 shares; 2026Q1: 26,943 shares 26,943$3.9M0.06%+19,396Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 2,685 shares; 2025Q2: 3,885 shares; 2025Q3: 5,631 shares; 2025Q4: 5,269 shares; 2026Q1: 9,735 shares 9,735$3.87M0.06%+4,466Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 7,136 shares; 2025Q1: 9,719 shares; 2025Q2: 11,873 shares; 2025Q3: 16,136 shares; 2025Q4: 14,971 shares; 2026Q1: 15,802 shares 15,802$3.84M0.06%+831Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,263 shares; 2025Q3: 18,444 shares; 2025Q4: 15,507 shares; 2026Q1: 19,777 shares 19,777$3.84M0.06%+4,270Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,854 shares; 2025Q3: 49,736 shares; 2025Q4: 43,156 shares; 2026Q1: 53,374 shares 53,374$3.83M0.05%+10,218Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,275 shares; 2025Q3: 36,728 shares; 2025Q4: 48,693 shares; 2026Q1: 56,430 shares 56,430$3.75M0.05%+7,737Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,718 shares; 2025Q3: 65,718 shares; 2025Q4: 65,718 shares; 2026Q1: 65,718 shares 65,718$3.74M0.05%0Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 13,214 shares; 2025Q1: 7,016 shares; 2025Q2: 10,590 shares; 2025Q3: 83,175 shares; 2025Q4: 76,589 shares; 2026Q1: 92,065 shares 92,065$3.73M0.05%+15,476Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,926 shares; 2025Q3: 10,282 shares; 2025Q4: 9,312 shares; 2026Q1: 14,222 shares 14,222$3.7M0.05%+4,910Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: 10,002 shares; 2025Q4: 9,208 shares; 2026Q1: 17,756 shares 17,756$3.69M0.05%+8,548Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 21,053 shares; 2025Q1: 23,681 shares; 2025Q2: 32,180 shares; 2025Q3: 38,891 shares; 2025Q4: 34,529 shares; 2026Q1: 32,044 shares 32,044$3.68M0.05%-2,485Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,466 shares; 2025Q3: 33,830 shares; 2025Q4: 34,001 shares; 2026Q1: 37,313 shares 37,313$3.67M0.05%+3,312Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,247 shares; 2025Q3: 3,491 shares; 2025Q4: 11,102 shares; 2026Q1: 12,779 shares 12,779$3.66M0.05%+1,677Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,952 shares; 2025Q3: 11,082 shares; 2025Q4: 10,395 shares; 2026Q1: 9,351 shares 9,351$3.66M0.05%-1,044Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,023 shares; 2025Q3: 44,046 shares; 2025Q4: 44,428 shares; 2026Q1: 52,748 shares 52,748$3.65M0.05%+8,320Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,044 shares; 2025Q3: 7,967 shares; 2025Q4: 22,145 shares; 2026Q1: 32,244 shares 32,244$3.63M0.05%+10,099Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 8,126 shares; 2025Q4: 9,358 shares; 2026Q1: 13,034 shares 13,034$3.62M0.05%+3,676Timeline
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,743 shares; 2025Q3: 47,155 shares; 2025Q4: 49,686 shares; 2026Q1: 62,527 shares 62,527$3.6M0.05%+12,841Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 17,894 shares; 2025Q1: 22,023 shares; 2025Q2: 34,772 shares; 2025Q3: 46,811 shares; 2025Q4: 41,743 shares; 2026Q1: 41,515 shares 41,515$3.6M0.05%-228Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,866 shares; 2025Q3: 7,954 shares; 2025Q4: 8,483 shares; 2026Q1: 8,221 shares 8,221$3.59M0.05%-262Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 9,754 shares; 2025Q1: 12,116 shares; 2025Q2: 16,210 shares; 2025Q3: 18,363 shares; 2025Q4: 18,442 shares; 2026Q1: 18,021 shares 18,021$3.57M0.05%-421Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,158 shares; 2025Q3: 12,323 shares; 2025Q4: 10,588 shares; 2026Q1: 10,831 shares 10,831$3.56M0.05%+243Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,826 shares; 2025Q3: 32,511 shares; 2025Q4: 21,074 shares; 2026Q1: 25,136 shares 25,136$3.55M0.05%+4,062Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,942 shares; 2024Q4: 23,853 shares; 2025Q1: 26,192 shares; 2025Q2: 27,566 shares; 2025Q3: 44,645 shares; 2025Q4: 43,275 shares; 2026Q1: 44,564 shares 44,564$3.54M0.05%+1,289Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,344 shares; 2025Q3: 18,947 shares; 2025Q4: 19,057 shares; 2026Q1: 26,890 shares 26,890$3.52M0.05%+7,833Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,024 shares; 2025Q3: 14,826 shares; 2025Q4: 13,153 shares; 2026Q1: 17,294 shares 17,294$3.51M0.05%+4,141Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,790 shares; 2025Q3: 30,323 shares; 2025Q4: 22,656 shares; 2026Q1: 36,308 shares 36,308$3.5M0.05%+13,652Timeline
MKSIMKS 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: 2,496 shares; 2025Q3: 13,601 shares; 2025Q4: 14,172 shares; 2026Q1: 15,248 shares 15,248$3.5M0.05%+1,076Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,922 shares; 2025Q3: 10,359 shares; 2025Q4: 14,525 shares; 2026Q1: 22,261 shares 22,261$3.5M0.05%+7,736Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,724 shares; 2025Q4: 4,156 shares; 2026Q1: 4,783 shares 4,783$3.48M0.05%+627Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,444 shares; 2024Q4: 11,371 shares; 2025Q1: 12,159 shares; 2025Q2: 12,586 shares; 2025Q3: 26,228 shares; 2025Q4: 19,354 shares; 2026Q1: 26,315 shares 26,315$3.48M0.05%+6,961Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 6,929 shares; 2025Q1: 7,280 shares; 2025Q2: 8,506 shares; 2025Q3: 9,869 shares; 2025Q4: 8,088 shares; 2026Q1: 12,364 shares 12,364$3.45M0.05%+4,276Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,786 shares; 2025Q3: 94,110 shares; 2025Q4: 103,895 shares; 2026Q1: 107,747 shares 107,747$3.45M0.05%+3,852Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,157 shares; 2025Q1: 4,235 shares; 2025Q2: 5,088 shares; 2025Q3: 5,856 shares; 2025Q4: 4,953 shares; 2026Q1: 7,108 shares 7,108$3.45M0.05%+2,155Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 4,958 shares; 2025Q4: 5,605 shares; 2026Q1: 9,975 shares 9,975$3.42M0.05%+4,370Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 43,500 shares; 2026Q1: 43,500 shares 43,500$3.41M0.05%0Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,319 shares; 2024Q4: 61,712 shares; 2025Q1: 65,315 shares; 2025Q2: 65,201 shares; 2025Q3: 65,201 shares; 2025Q4: 78,067 shares; 2026Q1: 78,067 shares 78,067$3.41M0.05%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 5,227 shares; 2025Q4: 4,867 shares; 2026Q1: 4,969 shares 4,969$3.39M0.05%+102Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,420 shares; 2025Q3: 18,104 shares; 2025Q4: 17,766 shares; 2026Q1: 36,585 shares 36,585$3.37M0.05%+18,819Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,748 shares; 2025Q3: 45,255 shares; 2025Q4: 44,804 shares; 2026Q1: 56,154 shares 56,154$3.37M0.05%+11,350Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 1,631 shares; 2025Q2: 4,071 shares; 2025Q3: 6,516 shares; 2025Q4: 5,552 shares; 2026Q1: 6,415 shares 6,415$3.35M0.05%+863Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,424 shares; 2025Q3: 18,366 shares; 2025Q4: 15,938 shares; 2026Q1: 29,612 shares 29,612$3.35M0.05%+13,674Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,917 shares; 2025Q3: 37,461 shares; 2025Q4: 55,520 shares; 2026Q1: 109,030 shares 109,030$3.35M0.05%+53,510Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 5,091 shares; 2025Q1: 5,679 shares; 2025Q2: 7,575 shares; 2025Q3: 9,880 shares; 2025Q4: 9,956 shares; 2026Q1: 12,148 shares 12,148$3.34M0.05%+2,192Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,872 shares; 2025Q3: 6,885 shares; 2025Q4: 4,405 shares; 2026Q1: 4,741 shares 4,741$3.33M0.05%+336Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 2,271 shares; 2025Q1: 5,467 shares; 2025Q2: 7,662 shares; 2025Q3: 10,680 shares; 2025Q4: 6,780 shares; 2026Q1: 11,796 shares 11,796$3.33M0.05%+5,016Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,953 shares; 2025Q3: 11,855 shares; 2025Q4: 18,107 shares; 2026Q1: 16,187 shares 16,187$3.31M0.05%-1,920Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,390 shares; 2025Q3: 31,171 shares; 2025Q4: 33,962 shares; 2026Q1: 38,854 shares 38,854$3.3M0.05%+4,892Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 4,185 shares; 2025Q1: 6,756 shares; 2025Q2: 6,451 shares; 2025Q3: 11,423 shares; 2025Q4: 12,083 shares; 2026Q1: 16,574 shares 16,574$3.28M0.05%+4,491Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,275 shares; 2025Q1: 30,806 shares; 2025Q2: 37,015 shares; 2025Q3: 50,180 shares; 2025Q4: 50,387 shares; 2026Q1: 56,038 shares 56,038$3.27M0.05%+5,651Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,695 shares; 2025Q1: 5,508 shares; 2025Q2: 6,549 shares; 2025Q3: 6,493 shares; 2025Q4: 6,112 shares; 2026Q1: 7,849 shares 7,849$3.27M0.05%+1,737Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 6,301 shares; 2025Q4: 5,264 shares; 2026Q1: 5,950 shares 5,950$3.27M0.05%+686Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,607 shares; 2025Q3: 24,319 shares; 2025Q4: 21,525 shares; 2026Q1: 27,529 shares 27,529$3.27M0.05%+6,004Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,665 shares; 2025Q3: 10,700 shares; 2025Q4: 10,169 shares; 2026Q1: 13,110 shares 13,110$3.27M0.05%+2,941Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,306 shares; 2025Q3: 9,355 shares; 2025Q4: 10,598 shares; 2026Q1: 12,270 shares 12,270$3.26M0.05%+1,672Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,408 shares; 2025Q3: 25,072 shares; 2025Q4: 18,012 shares; 2026Q1: 28,170 shares 28,170$3.25M0.05%+10,158Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 5,400 shares; 2025Q1: 7,219 shares; 2025Q2: 11,140 shares; 2025Q3: 13,919 shares; 2025Q4: 11,953 shares; 2026Q1: 20,654 shares 20,654$3.25M0.05%+8,701Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 4,409 shares; 2025Q1: 5,283 shares; 2025Q2: 5,871 shares; 2025Q3: 5,484 shares; 2025Q4: 5,057 shares; 2026Q1: 7,247 shares 7,247$3.24M0.05%+2,190Timeline
RAMPLIVERAMP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,299 shares; 2024Q4: 115,924 shares; 2025Q1: 117,111 shares; 2025Q2: 117,274 shares; 2025Q3: 117,774 shares; 2025Q4: 117,427 shares; 2026Q1: 121,939 shares 121,939$3.23M0.05%+4,512Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,787 shares; 2025Q3: 14,859 shares; 2025Q4: 22,086 shares; 2026Q1: 37,664 shares 37,664$3.23M0.05%+15,578Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,797 shares; 2025Q1: 5,094 shares; 2025Q2: 4,692 shares; 2025Q3: 10,434 shares; 2025Q4: 6,920 shares; 2026Q1: 12,855 shares 12,855$3.22M0.05%+5,935Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,929 shares; 2025Q1: 3,675 shares; 2025Q2: 4,855 shares; 2025Q3: 5,392 shares; 2025Q4: 4,999 shares; 2026Q1: 11,335 shares 11,335$3.22M0.05%+6,336Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,327 shares; 2025Q3: 68,423 shares; 2025Q4: 67,227 shares; 2026Q1: 65,630 shares 65,630$3.21M0.05%-1,597Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 4,134 shares; 2025Q1: 5,323 shares; 2025Q2: 6,981 shares; 2025Q3: 10,058 shares; 2025Q4: 8,212 shares; 2026Q1: 10,873 shares 10,873$3.21M0.05%+2,661Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,179 shares; 2025Q3: 25,801 shares; 2025Q4: 30,425 shares; 2026Q1: 30,968 shares 30,968$3.21M0.05%+543Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,517 shares; 2024Q4: 20,798 shares; 2025Q1: 23,552 shares; 2025Q2: 26,668 shares; 2025Q3: 32,762 shares; 2025Q4: 33,703 shares; 2026Q1: 38,276 shares 38,276$3.2M0.05%+4,573Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,921 shares; 2025Q3: 16,641 shares; 2025Q4: 8,872 shares; 2026Q1: 15,326 shares 15,326$3.19M0.05%+6,454Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,780 shares; 2025Q1: 6,360 shares; 2025Q2: 6,557 shares; 2025Q3: 7,057 shares; 2025Q4: 3,888 shares; 2026Q1: 20,845 shares 20,845$3.18M0.05%+16,957Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,718 shares; 2025Q3: 26,631 shares; 2025Q4: 30,302 shares; 2026Q1: 34,827 shares 34,827$3.15M0.05%+4,525Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,148 shares; 2025Q3: 15,273 shares; 2025Q4: 13,276 shares; 2026Q1: 14,655 shares 14,655$3.14M0.05%+1,379Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,540 shares; 2025Q2: 56,523 shares; 2025Q3: 71,772 shares; 2025Q4: 61,411 shares; 2026Q1: 88,956 shares 88,956$3.13M0.04%+27,545Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,156 shares; 2025Q4: 48,572 shares; 2026Q1: 84,226 shares 84,226$3.13M0.04%+35,654Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,254 shares; 2024Q4: 11,305 shares; 2025Q1: 15,816 shares; 2025Q2: 25,425 shares; 2025Q3: 41,094 shares; 2025Q4: 33,702 shares; 2026Q1: 53,197 shares 53,197$3.13M0.04%+19,495Timeline
SIFYSIFY TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244,426 shares 244,426$3.13M0.04%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,532 shares; 2025Q1: 10,532 shares; 2025Q2: 10,067 shares; 2025Q3: 10,067 shares; 2025Q4: 20,135 shares; 2026Q1: 23,343 shares 23,343$3.1M0.04%+3,208Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,927 shares; 2025Q3: 27,930 shares; 2025Q4: 27,723 shares; 2026Q1: 42,508 shares 42,508$3.09M0.04%+14,785Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,559 shares; 2025Q3: 113,187 shares; 2025Q4: 135,324 shares; 2026Q1: 119,296 shares 119,296$3.09M0.04%-16,028Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,090 shares; 2025Q3: 86,554 shares; 2025Q4: 90,580 shares; 2026Q1: 112,175 shares 112,175$3.08M0.04%+21,595Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,860 shares; 2025Q1: 1,908 shares; 2025Q2: 2,213 shares; 2025Q3: 9,391 shares; 2025Q4: 11,267 shares; 2026Q1: 22,360 shares 22,360$3.07M0.04%+11,093Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,033 shares; 2025Q3: 10,652 shares; 2025Q4: 8,021 shares; 2026Q1: 11,511 shares 11,511$3.06M0.04%+3,490Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 2,838 shares; 2025Q1: 3,646 shares; 2025Q2: 6,819 shares; 2025Q3: 11,408 shares; 2025Q4: 11,097 shares; 2026Q1: 12,349 shares 12,349$3.05M0.04%+1,252Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,859 shares; 2025Q3: 10,616 shares; 2025Q4: 9,331 shares; 2026Q1: 14,928 shares 14,928$3.04M0.04%+5,597Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,745 shares; 2025Q3: 14,249 shares; 2025Q4: 11,721 shares; 2026Q1: 32,659 shares 32,659$3.04M0.04%+20,938Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,499 shares; 2025Q3: 34,444 shares; 2025Q4: 32,546 shares; 2026Q1: 37,399 shares 37,399$3.03M0.04%+4,853Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 4,899 shares; 2025Q3: 8,031 shares; 2025Q4: 7,112 shares; 2026Q1: 11,036 shares 11,036$3.02M0.04%+3,924Timeline
BROADCOM INCBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300$3.02M0.04%new
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,039 shares; 2025Q3: 12,188 shares; 2025Q4: 8,077 shares; 2026Q1: 9,409 shares 9,409$3.02M0.04%+1,332Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,024 shares; 2025Q3: 48,726 shares; 2025Q4: 50,279 shares; 2026Q1: 68,734 shares 68,734$3.01M0.04%+18,455Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,827 shares; 2025Q1: 3,984 shares; 2025Q2: 5,268 shares; 2025Q3: 12,280 shares; 2025Q4: 11,637 shares; 2026Q1: 15,351 shares 15,351$3.01M0.04%+3,714Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 17,244 shares; 2025Q1: 15,068 shares; 2025Q2: not reported; 2025Q3: 93,895 shares; 2025Q4: 98,223 shares; 2026Q1: 126,079 shares 126,079$3M0.04%+27,856Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,998 shares; 2025Q3: 23,467 shares; 2025Q4: 27,022 shares; 2026Q1: 32,559 shares 32,559$3M0.04%+5,537Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,154 shares; 2025Q4: 7,497 shares; 2026Q1: 19,775 shares 19,775$2.96M0.04%+12,278Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 17,414 shares; 2025Q1: 23,923 shares; 2025Q2: 34,824 shares; 2025Q3: 41,300 shares; 2025Q4: 45,008 shares; 2026Q1: 64,553 shares 64,553$2.96M0.04%+19,545Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 5,052 shares; 2025Q4: 5,307 shares; 2026Q1: 8,345 shares 8,345$2.95M0.04%+3,038Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 25,367 shares; 2025Q1: 21,042 shares; 2025Q2: 70,404 shares; 2025Q3: 70,571 shares; 2025Q4: 70,409 shares; 2026Q1: 57,537 shares 57,537$2.92M0.04%-12,872Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,918 shares; 2025Q3: 18,564 shares; 2025Q4: 17,987 shares; 2026Q1: 17,673 shares 17,673$2.92M0.04%-314Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,475 shares; 2025Q1: 3,590 shares; 2025Q2: 5,578 shares; 2025Q3: 9,569 shares; 2025Q4: 9,787 shares; 2026Q1: 12,512 shares 12,512$2.9M0.04%+2,725Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,031 shares; 2025Q3: 24,059 shares; 2025Q4: 20,578 shares; 2026Q1: 23,537 shares 23,537$2.9M0.04%+2,959Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,779 shares; 2025Q3: 46,994 shares; 2025Q4: 37,463 shares; 2026Q1: 46,728 shares 46,728$2.89M0.04%+9,265Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,721 shares; 2025Q3: 32,002 shares; 2025Q4: 57,813 shares; 2026Q1: 82,099 shares 82,099$2.88M0.04%+24,286Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,650 shares; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: 12,788 shares; 2025Q4: 9,885 shares; 2026Q1: 19,193 shares 19,193$2.88M0.04%+9,308Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,210 shares; 2025Q3: 44,578 shares; 2025Q4: 47,842 shares; 2026Q1: 56,006 shares 56,006$2.88M0.04%+8,164Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,600 shares; 2025Q3: 38,781 shares; 2025Q4: 42,745 shares; 2026Q1: 77,783 shares 77,783$2.88M0.04%+35,038Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,688 shares; 2025Q2: 11,827 shares; 2025Q3: 23,979 shares; 2025Q4: 27,959 shares; 2026Q1: 37,099 shares 37,099$2.87M0.04%+9,140Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,446 shares; 2025Q3: 2,906 shares; 2025Q4: 2,913 shares; 2026Q1: 3,931 shares 3,931$2.86M0.04%+1,018Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,337 shares; 2025Q2: 29,542 shares; 2025Q3: 77,427 shares; 2025Q4: 66,809 shares; 2026Q1: 114,799 shares 114,799$2.86M0.04%+47,990Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,443 shares; 2025Q3: 18,550 shares; 2025Q4: 17,109 shares; 2026Q1: 16,562 shares 16,562$2.86M0.04%-547Timeline
EIPXFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,856 shares; 2024Q4: 99,142 shares; 2025Q1: 103,252 shares; 2025Q2: 101,324 shares; 2025Q3: 110,220 shares; 2025Q4: 116,005 shares; 2026Q1: 88,414 shares 88,414$2.84M0.04%-27,591Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,078 shares; 2025Q1: 6,276 shares; 2025Q2: 6,037 shares; 2025Q3: 12,132 shares; 2025Q4: 11,567 shares; 2026Q1: 22,551 shares 22,551$2.84M0.04%+10,984Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,508 shares; 2025Q1: 11,032 shares; 2025Q2: 28,651 shares; 2025Q3: 37,911 shares; 2025Q4: 36,300 shares; 2026Q1: 41,464 shares 41,464$2.82M0.04%+5,164Timeline
YETIYETI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,603 shares; 2025Q1: 34,139 shares; 2025Q2: 50,201 shares; 2025Q3: 67,223 shares; 2025Q4: 57,871 shares; 2026Q1: 76,892 shares 76,892$2.81M0.04%+19,021Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 6,655 shares; 2025Q2: 6,584 shares; 2025Q3: 10,375 shares; 2025Q4: 8,937 shares; 2026Q1: 9,343 shares 9,343$2.81M0.04%+406Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,132 shares; 2025Q3: 8,893 shares; 2025Q4: 8,487 shares; 2026Q1: 12,779 shares 12,779$2.8M0.04%+4,292Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 961 shares; 2025Q3: 7,174 shares; 2025Q4: 7,100 shares; 2026Q1: 8,371 shares 8,371$2.79M0.04%+1,271Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,905 shares; 2025Q3: 7,637 shares; 2025Q4: 5,176 shares; 2026Q1: 33,754 shares 33,754$2.78M0.04%+28,578Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,412 shares; 2025Q1: 9,050 shares; 2025Q2: 12,150 shares; 2025Q3: 15,356 shares; 2025Q4: 13,683 shares; 2026Q1: 16,128 shares 16,128$2.78M0.04%+2,445Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 1,262 shares; 2025Q2: 8,987 shares; 2025Q3: 9,050 shares; 2025Q4: 9,032 shares; 2026Q1: 9,530 shares 9,530$2.77M0.04%+498Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,096 shares; 2025Q4: 24,131 shares; 2026Q1: 27,817 shares 27,817$2.76M0.04%+3,686Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 7,873 shares; 2025Q4: 5,861 shares; 2026Q1: 8,709 shares 8,709$2.74M0.04%+2,848Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,804 shares; 2025Q1: 2,792 shares; 2025Q2: 3,092 shares; 2025Q3: 9,511 shares; 2025Q4: 6,195 shares; 2026Q1: 8,997 shares 8,997$2.74M0.04%+2,802Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 5,330 shares; 2025Q4: 5,489 shares; 2026Q1: 7,195 shares 7,195$2.73M0.04%+1,706Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 3,277 shares; 2025Q1: not reported; 2025Q2: 3,555 shares; 2025Q3: 13,692 shares; 2025Q4: 12,547 shares; 2026Q1: 10,895 shares 10,895$2.73M0.04%-1,652Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 5,016 shares; 2025Q3: 10,997 shares; 2025Q4: 12,638 shares; 2026Q1: 18,773 shares 18,773$2.73M0.04%+6,135Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,484 shares; 2025Q3: 13,471 shares; 2025Q4: 10,526 shares; 2026Q1: 15,674 shares 15,674$2.72M0.04%+5,148Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,587 shares; 2025Q3: 6,142 shares; 2025Q4: 6,289 shares; 2026Q1: 13,754 shares 13,754$2.71M0.04%+7,465Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,958 shares; 2025Q3: 21,960 shares; 2025Q4: 25,170 shares; 2026Q1: 33,176 shares 33,176$2.71M0.04%+8,006Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 6,222 shares; 2025Q4: 5,130 shares; 2026Q1: 6,834 shares 6,834$2.71M0.04%+1,704Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,340 shares; 2024Q4: 230,587 shares; 2025Q1: 111,139 shares; 2025Q2: 71,678 shares; 2025Q3: 29,723 shares; 2025Q4: 22,256 shares; 2026Q1: 18,481 shares 18,481$2.71M0.04%-3,775Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,811 shares; 2025Q4: 8,686 shares; 2026Q1: 13,649 shares 13,649$2.71M0.04%+4,963Timeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 4,045 shares; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 16,794 shares; 2025Q4: 18,416 shares; 2026Q1: 26,425 shares 26,425$2.71M0.04%+8,009Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 6,753 shares; 2025Q1: 9,776 shares; 2025Q2: 11,540 shares; 2025Q3: 13,803 shares; 2025Q4: 13,962 shares; 2026Q1: 18,623 shares 18,623$2.7M0.04%+4,661Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 550 shares; 2025Q4: 552 shares; 2026Q1: 800 shares 800$2.7M0.04%+248Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,958 shares; 2025Q3: 21,535 shares; 2025Q4: 16,891 shares; 2026Q1: 26,810 shares 26,810$2.7M0.04%+9,919Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,381 shares; 2025Q3: 38,372 shares; 2025Q4: 41,388 shares; 2026Q1: 54,765 shares 54,765$2.69M0.04%+13,377Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 6,256 shares; 2025Q4: 7,611 shares; 2026Q1: 9,386 shares 9,386$2.69M0.04%+1,775Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 14,059 shares; 2025Q4: 17,673 shares; 2026Q1: 21,339 shares 21,339$2.69M0.04%+3,666Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 5,694 shares; 2025Q4: 4,203 shares; 2026Q1: 7,487 shares 7,487$2.69M0.04%+3,284Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,922 shares; 2025Q3: 32,444 shares; 2025Q4: 35,435 shares; 2026Q1: 56,673 shares 56,673$2.69M0.04%+21,238Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,908 shares; 2025Q3: 25,099 shares; 2025Q4: 21,256 shares; 2026Q1: 22,756 shares 22,756$2.68M0.04%+1,500Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 30,400 shares; 2025Q1: 19,785 shares; 2025Q2: 22,374 shares; 2025Q3: 28,535 shares; 2025Q4: 27,831 shares; 2026Q1: 35,912 shares 35,912$2.68M0.04%+8,081Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,877 shares; 2025Q1: 3,428 shares; 2025Q2: 3,720 shares; 2025Q3: 9,789 shares; 2025Q4: 9,978 shares; 2026Q1: 20,509 shares 20,509$2.66M0.04%+10,531Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,918 shares; 2025Q3: 39,216 shares; 2025Q4: 43,005 shares; 2026Q1: 50,995 shares 50,995$2.65M0.04%+7,990Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,084 shares; 2025Q3: 12,244 shares; 2025Q4: 7,069 shares; 2026Q1: 10,610 shares 10,610$2.65M0.04%+3,541Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,974 shares; 2025Q2: 38,330 shares; 2025Q3: 47,177 shares; 2025Q4: 41,516 shares; 2026Q1: 53,063 shares 53,063$2.65M0.04%+11,547Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,200 shares; 2025Q3: 28,611 shares; 2025Q4: 35,428 shares; 2026Q1: 65,221 shares 65,221$2.65M0.04%+29,793Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,827 shares; 2025Q3: 11,439 shares; 2025Q4: 8,550 shares; 2026Q1: 6,787 shares 6,787$2.63M0.04%-1,763Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 22,486 shares; 2025Q1: 24,034 shares; 2025Q2: 25,543 shares; 2025Q3: 32,468 shares; 2025Q4: 30,215 shares; 2026Q1: 27,399 shares 27,399$2.63M0.04%-2,816Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,428 shares; 2025Q1: not reported; 2025Q2: 44,135 shares; 2025Q3: 83,542 shares; 2025Q4: 99,671 shares; 2026Q1: 109,719 shares 109,719$2.63M0.04%+10,048Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,826 shares; 2025Q3: 9,050 shares; 2025Q4: 8,248 shares; 2026Q1: 9,031 shares 9,031$2.62M0.04%+783Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,893 shares; 2025Q1: 11,738 shares; 2025Q2: 21,885 shares; 2025Q3: 31,469 shares; 2025Q4: 29,883 shares; 2026Q1: 37,748 shares 37,748$2.62M0.04%+7,865Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,614 shares; 2025Q3: 17,590 shares; 2025Q4: 17,596 shares; 2026Q1: 15,908 shares 15,908$2.61M0.04%-1,688Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 4,589 shares; 2025Q4: 4,634 shares; 2026Q1: 5,976 shares 5,976$2.61M0.04%+1,342Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,374 shares; 2025Q3: 10,680 shares; 2025Q4: 10,440 shares; 2026Q1: 14,061 shares 14,061$2.6M0.04%+3,621Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,040 shares; 2025Q1: 3,626 shares; 2025Q2: 5,711 shares; 2025Q3: 10,158 shares; 2025Q4: 9,613 shares; 2026Q1: 21,505 shares 21,505$2.6M0.04%+11,892Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,333 shares; 2025Q3: 30,589 shares; 2025Q4: 26,147 shares; 2026Q1: 36,467 shares 36,467$2.6M0.04%+10,320Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,354 shares; 2025Q3: 33,416 shares; 2025Q4: 42,433 shares; 2026Q1: 52,957 shares 52,957$2.59M0.04%+10,524Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,071 shares; 2025Q3: 22,274 shares; 2025Q4: 19,750 shares; 2026Q1: 39,607 shares 39,607$2.58M0.04%+19,857Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,467 shares; 2025Q3: 22,156 shares; 2025Q4: 22,235 shares; 2026Q1: 28,013 shares 28,013$2.58M0.04%+5,778Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,866 shares; 2025Q3: 5,681 shares; 2025Q4: 5,554 shares; 2026Q1: 6,452 shares 6,452$2.58M0.04%+898Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 2,172 shares; 2025Q1: 2,661 shares; 2025Q2: 4,058 shares; 2025Q3: 14,697 shares; 2025Q4: 7,953 shares; 2026Q1: 12,200 shares 12,200$2.58M0.04%+4,247Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 16,315 shares; 2025Q1: 20,815 shares; 2025Q2: 27,458 shares; 2025Q3: 31,502 shares; 2025Q4: 24,986 shares; 2026Q1: 56,996 shares 56,996$2.58M0.04%+32,010Timeline
SPBSPECTRUM BRANDS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,647 shares; 2025Q4: 28,743 shares; 2026Q1: 34,975 shares 34,975$2.58M0.04%+6,232Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,451 shares; 2025Q3: 7,797 shares; 2025Q4: 11,407 shares; 2026Q1: 18,065 shares 18,065$2.57M0.04%+6,658Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,578 shares; 2024Q4: 38,451 shares; 2025Q1: 42,856 shares; 2025Q2: 44,176 shares; 2025Q3: 76,528 shares; 2025Q4: 67,904 shares; 2026Q1: 76,559 shares 76,559$2.57M0.04%+8,655Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,121 shares; 2025Q4: 39,771 shares; 2026Q1: 48,581 shares 48,581$2.57M0.04%+8,810Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,481 shares; 2025Q3: 5,256 shares; 2025Q4: 8,056 shares; 2026Q1: 14,860 shares 14,860$2.57M0.04%+6,804Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,834 shares; 2025Q3: 13,345 shares; 2025Q4: 10,267 shares; 2026Q1: 15,141 shares 15,141$2.56M0.04%+4,874Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 7,509 shares; 2025Q1: 12,388 shares; 2025Q2: 13,963 shares; 2025Q3: 18,159 shares; 2025Q4: 19,051 shares; 2026Q1: 27,055 shares 27,055$2.56M0.04%+8,004Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,909 shares; 2025Q4: 6,111 shares; 2026Q1: 11,802 shares 11,802$2.56M0.04%+5,691Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,248 shares; 2025Q3: 76,194 shares; 2025Q4: 83,966 shares; 2026Q1: 93,188 shares 93,188$2.56M0.04%+9,222Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: 44,029 shares; 2025Q4: 41,545 shares; 2026Q1: 39,458 shares 39,458$2.55M0.04%-2,087Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,152 shares; 2025Q3: 13,498 shares; 2025Q4: 14,206 shares; 2026Q1: 17,435 shares 17,435$2.55M0.04%+3,229Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,729 shares; 2025Q4: 104,628 shares; 2026Q1: 152,378 shares 152,378$2.55M0.04%+47,750Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,452 shares; 2025Q1: not reported; 2025Q2: 7,854 shares; 2025Q3: 10,650 shares; 2025Q4: 12,392 shares; 2026Q1: 27,019 shares 27,019$2.54M0.04%+14,627Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 19,904 shares; 2025Q1: 25,091 shares; 2025Q2: 29,066 shares; 2025Q3: 50,214 shares; 2025Q4: 47,155 shares; 2026Q1: 50,527 shares 50,527$2.54M0.04%+3,372Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,509 shares; 2025Q3: 19,594 shares; 2025Q4: 12,486 shares; 2026Q1: 37,763 shares 37,763$2.54M0.04%+25,277Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,458 shares; 2025Q3: 29,458 shares; 2025Q4: 14,617 shares; 2026Q1: 8,487 shares 8,487$2.54M0.04%-6,130Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,805 shares; 2025Q3: 16,203 shares; 2025Q4: 38,005 shares; 2026Q1: 34,620 shares 34,620$2.52M0.04%-3,385Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,071 shares; 2025Q1: 2,018 shares; 2025Q2: 3,340 shares; 2025Q3: 3,181 shares; 2025Q4: 6,343 shares; 2026Q1: 13,286 shares 13,286$2.52M0.04%+6,943Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,562 shares; 2025Q3: 9,562 shares; 2025Q4: 32,612 shares; 2026Q1: 32,612 shares 32,612$2.51M0.04%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,917 shares; 2024Q4: 18,484 shares; 2025Q1: 28,755 shares; 2025Q2: 31,327 shares; 2025Q3: 47,086 shares; 2025Q4: 38,717 shares; 2026Q1: 51,106 shares 51,106$2.51M0.04%+12,389Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,446 shares; 2025Q4: 4,722 shares; 2026Q1: 6,879 shares 6,879$2.5M0.04%+2,157Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: 5,758 shares; 2025Q4: 6,048 shares; 2026Q1: 8,492 shares 8,492$2.48M0.04%+2,444Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,134 shares; 2025Q1: 3,481 shares; 2025Q2: 7,167 shares; 2025Q3: 11,659 shares; 2025Q4: 7,093 shares; 2026Q1: 11,845 shares 11,845$2.48M0.04%+4,752Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,842 shares; 2025Q4: 20,112 shares; 2026Q1: 16,778 shares 16,778$2.47M0.04%-3,334Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 14,488 shares; 2025Q4: 14,046 shares; 2026Q1: 13,586 shares 13,586$2.45M0.04%-460Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,344 shares; 2025Q3: 13,273 shares; 2025Q4: 13,610 shares; 2026Q1: 17,540 shares 17,540$2.45M0.04%+3,930Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,565 shares; 2025Q3: 105,308 shares; 2025Q4: 106,856 shares; 2026Q1: 102,887 shares 102,887$2.43M0.03%-3,969Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,097 shares; 2025Q3: 43,161 shares; 2025Q4: 43,004 shares; 2026Q1: 30,314 shares 30,314$2.43M0.03%-12,690Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,866 shares; 2025Q3: 16,065 shares; 2025Q4: 14,700 shares; 2026Q1: 19,126 shares 19,126$2.42M0.03%+4,426Timeline
VYXNCR VOYIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,788 shares; 2025Q3: 150,673 shares; 2025Q4: 257,756 shares; 2026Q1: 381,274 shares 381,274$2.41M0.03%+123,518Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,177 shares; 2025Q3: 54,314 shares; 2025Q4: 12,496 shares; 2026Q1: 32,821 shares 32,821$2.41M0.03%+20,325Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,476 shares; 2025Q4: 5,240 shares; 2026Q1: 15,261 shares 15,261$2.41M0.03%+10,021Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,491 shares; 2025Q3: 29,371 shares; 2025Q4: 37,266 shares; 2026Q1: 51,918 shares 51,918$2.41M0.03%+14,652Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,276 shares; 2025Q3: 9,527 shares; 2025Q4: 12,408 shares; 2026Q1: 18,967 shares 18,967$2.4M0.03%+6,559Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,797 shares; 2025Q3: 34,038 shares; 2025Q4: 29,666 shares; 2026Q1: 29,810 shares 29,810$2.39M0.03%+144Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,459 shares; 2025Q3: 17,005 shares; 2025Q4: 20,274 shares; 2026Q1: 26,041 shares 26,041$2.39M0.03%+5,767Timeline
AMGAFFILIATED MANAGERS GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 6,839 shares; 2025Q4: 6,218 shares; 2026Q1: 8,608 shares 8,608$2.38M0.03%+2,390Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,164 shares; 2025Q3: 21,831 shares; 2025Q4: 11,036 shares; 2026Q1: 24,602 shares 24,602$2.37M0.03%+13,566Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,158 shares; 2025Q3: 25,383 shares; 2025Q4: 27,203 shares; 2026Q1: 24,607 shares 24,607$2.37M0.03%-2,596Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,594 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,535 shares; 2025Q3: 81,850 shares; 2025Q4: 135,445 shares; 2026Q1: 222,081 shares 222,081$2.37M0.03%+86,636Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,855 shares; 2025Q1: 2,369 shares; 2025Q2: 3,735 shares; 2025Q3: 8,321 shares; 2025Q4: 7,100 shares; 2026Q1: 13,866 shares 13,866$2.36M0.03%+6,766Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,569 shares; 2025Q3: 12,859 shares; 2025Q4: 27,591 shares; 2026Q1: 40,035 shares 40,035$2.36M0.03%+12,444Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,314 shares; 2025Q3: 31,251 shares; 2025Q4: 24,910 shares; 2026Q1: 28,752 shares 28,752$2.36M0.03%+3,842Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,053 shares; 2025Q1: 1,372 shares; 2025Q2: 3,257 shares; 2025Q3: 5,868 shares; 2025Q4: 6,574 shares; 2026Q1: 7,908 shares 7,908$2.36M0.03%+1,334Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,691 shares; 2025Q3: 92,275 shares; 2025Q4: 121,988 shares; 2026Q1: 150,660 shares 150,660$2.36M0.03%+28,672Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 5,080 shares; 2025Q4: 3,777 shares; 2026Q1: 4,787 shares 4,787$2.35M0.03%+1,010Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 16,631 shares; 2025Q4: 18,053 shares; 2026Q1: 14,264 shares 14,264$2.34M0.03%-3,789Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 4,646 shares; 2025Q1: 5,661 shares; 2025Q2: 9,798 shares; 2025Q3: 14,061 shares; 2025Q4: 13,992 shares; 2026Q1: 20,161 shares 20,161$2.33M0.03%+6,169Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,396 shares; 2025Q1: 1,655 shares; 2025Q2: 2,271 shares; 2025Q3: 3,067 shares; 2025Q4: 2,534 shares; 2026Q1: 3,017 shares 3,017$2.33M0.03%+483Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,273 shares; 2025Q3: 72,253 shares; 2025Q4: 70,969 shares; 2026Q1: 56,705 shares 56,705$2.33M0.03%-14,264Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,525 shares; 2025Q4: 15,035 shares; 2026Q1: 26,587 shares 26,587$2.33M0.03%+11,552Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 7,851 shares; 2025Q1: 7,406 shares; 2025Q2: 20,577 shares; 2025Q3: 66,938 shares; 2025Q4: 90,610 shares; 2026Q1: 68,848 shares 68,848$2.32M0.03%-21,762Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,277 shares; 2025Q4: 46,320 shares; 2026Q1: 54,637 shares 54,637$2.32M0.03%+8,317Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,762 shares; 2025Q3: 6,675 shares; 2025Q4: 7,807 shares; 2026Q1: 8,632 shares 8,632$2.3M0.03%+825Timeline
VIRTVIRTU FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,100 shares; 2025Q4: 49,244 shares; 2026Q1: 52,318 shares 52,318$2.3M0.03%+3,074Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,817 shares; 2026Q1: 19,896 shares 19,896$2.3M0.03%+79Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,743 shares; 2025Q3: 56,184 shares; 2025Q4: 32,156 shares; 2026Q1: 35,818 shares 35,818$2.29M0.03%+3,662Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,439 shares; 2025Q3: 23,128 shares; 2025Q4: 24,964 shares; 2026Q1: 35,735 shares 35,735$2.29M0.03%+10,771Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,048 shares; 2025Q3: 10,519 shares; 2025Q4: 10,897 shares; 2026Q1: 14,739 shares 14,739$2.29M0.03%+3,842Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 10,194 shares; 2025Q1: 15,751 shares; 2025Q2: 19,097 shares; 2025Q3: 34,613 shares; 2025Q4: 29,116 shares; 2026Q1: 36,972 shares 36,972$2.29M0.03%+7,856Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,411 shares; 2025Q4: 10,611 shares; 2026Q1: 15,935 shares 15,935$2.28M0.03%+5,324Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,316 shares; 2025Q3: 6,073 shares; 2025Q4: 8,986 shares; 2026Q1: 8,559 shares 8,559$2.28M0.03%-427Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,522 shares; 2024Q4: 39,376 shares; 2025Q1: 56,829 shares; 2025Q2: 71,272 shares; 2025Q3: 113,848 shares; 2025Q4: 105,630 shares; 2026Q1: 100,396 shares 100,396$2.27M0.03%-5,234Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,479 shares; 2025Q3: 18,670 shares; 2025Q4: 16,300 shares; 2026Q1: 20,523 shares 20,523$2.25M0.03%+4,223Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,478 shares; 2025Q1: 11,103 shares; 2025Q2: 27,493 shares; 2025Q3: 30,349 shares; 2025Q4: 25,602 shares; 2026Q1: 26,664 shares 26,664$2.25M0.03%+1,062Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 911 shares; 2025Q1: 1,299 shares; 2025Q2: 1,093 shares; 2025Q3: 3,872 shares; 2025Q4: 4,360 shares; 2026Q1: 5,051 shares 5,051$2.24M0.03%+691Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,773 shares; 2025Q3: 20,668 shares; 2025Q4: 21,699 shares; 2026Q1: 19,033 shares 19,033$2.24M0.03%-2,666Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,939 shares; 2025Q3: 24,514 shares; 2025Q4: 13,559 shares; 2026Q1: 18,835 shares 18,835$2.24M0.03%+5,276Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: 1,323 shares; 2025Q2: 10,320 shares; 2025Q3: 15,941 shares; 2025Q4: 16,382 shares; 2026Q1: 10,811 shares 10,811$2.23M0.03%-5,571Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,111 shares; 2025Q1: not reported; 2025Q2: 7,193 shares; 2025Q3: 12,101 shares; 2025Q4: 14,994 shares; 2026Q1: 17,550 shares 17,550$2.23M0.03%+2,556Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,657 shares; 2025Q4: 59,217 shares; 2026Q1: 87,917 shares 87,917$2.23M0.03%+28,700Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 21,994 shares; 2025Q4: 22,000 shares; 2026Q1: 23,823 shares 23,823$2.23M0.03%+1,823Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: not reported; 2025Q1: 29,853 shares; 2025Q2: 24,535 shares; 2025Q3: 68,106 shares; 2025Q4: 81,627 shares; 2026Q1: 121,224 shares 121,224$2.22M0.03%+39,597Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,309 shares; 2025Q3: 5,657 shares; 2025Q4: 6,841 shares; 2026Q1: 9,185 shares 9,185$2.22M0.03%+2,344Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,202 shares; 2025Q1: 10,718 shares; 2025Q2: 15,841 shares; 2025Q3: 32,185 shares; 2025Q4: 29,877 shares; 2026Q1: 38,357 shares 38,357$2.22M0.03%+8,480Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,127 shares; 2025Q4: 37,734 shares; 2026Q1: 100,834 shares 100,834$2.21M0.03%+63,100Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,971 shares; 2025Q3: 74,661 shares; 2025Q4: 80,988 shares; 2026Q1: 52,997 shares 52,997$2.21M0.03%-27,991Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,367 shares; 2025Q3: 9,216 shares; 2025Q4: 10,615 shares; 2026Q1: 9,263 shares 9,263$2.21M0.03%-1,352Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,600 shares; 2025Q2: 38,271 shares; 2025Q3: 64,747 shares; 2025Q4: 66,175 shares; 2026Q1: 64,591 shares 64,591$2.21M0.03%-1,584Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,779 shares; 2025Q3: 23,246 shares; 2025Q4: 22,935 shares; 2026Q1: 26,036 shares 26,036$2.2M0.03%+3,101Timeline
CFRCULLEN FROST BANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,786 shares; 2025Q3: 14,449 shares; 2025Q4: 15,863 shares; 2026Q1: 16,002 shares 16,002$2.19M0.03%+139Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,451 shares; 2025Q3: 20,287 shares; 2025Q4: 20,555 shares; 2026Q1: 33,487 shares 33,487$2.18M0.03%+12,932Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,197 shares; 2025Q2: 23,580 shares; 2025Q3: 43,927 shares; 2025Q4: 29,841 shares; 2026Q1: 40,674 shares 40,674$2.18M0.03%+10,833Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,635 shares; 2025Q3: 21,790 shares; 2025Q4: 23,199 shares; 2026Q1: 35,495 shares 35,495$2.18M0.03%+12,296Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 4,919 shares; 2025Q3: 6,763 shares; 2025Q4: 5,852 shares; 2026Q1: 8,875 shares 8,875$2.17M0.03%+3,023Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,423 shares; 2025Q3: 6,055 shares; 2025Q4: 4,679 shares; 2026Q1: 12,093 shares 12,093$2.17M0.03%+7,414Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,311 shares; 2025Q3: 82,509 shares; 2025Q4: 76,505 shares; 2026Q1: 108,138 shares 108,138$2.17M0.03%+31,633Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,915 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,281 shares; 2025Q3: 10,109 shares; 2025Q4: 11,119 shares; 2026Q1: 14,336 shares 14,336$2.16M0.03%+3,217Timeline
MHDBLACKROCK MUNIHOLDINGS FD INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,202 shares; 2025Q2: 10,695 shares; 2025Q3: 11,350 shares; 2025Q4: not reported; 2026Q1: 191,652 shares 191,652$2.16M0.03%newTimeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,995 shares; 2025Q1: 12,592 shares; 2025Q2: 15,694 shares; 2025Q3: 30,459 shares; 2025Q4: 35,990 shares; 2026Q1: 26,872 shares 26,872$2.16M0.03%-9,118Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,623 shares; 2025Q3: 4,084 shares; 2025Q4: 1,530 shares; 2026Q1: 3,954 shares 3,954$2.15M0.03%+2,424Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357,491 shares 357,491$2.14M0.03%newTimeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,834 shares; 2025Q3: 10,611 shares; 2025Q4: 10,442 shares; 2026Q1: 11,746 shares 11,746$2.14M0.03%+1,304Timeline
FHBFIRST HAWAIIAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,437 shares; 2025Q4: 56,808 shares; 2026Q1: 86,809 shares 86,809$2.14M0.03%+30,001Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,173 shares; 2025Q3: 20,647 shares; 2025Q4: 20,999 shares; 2026Q1: 23,172 shares 23,172$2.14M0.03%+2,173Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 810 shares; 2025Q1: 1,241 shares; 2025Q2: 2,715 shares; 2025Q3: 3,501 shares; 2025Q4: 3,290 shares; 2026Q1: 3,784 shares 3,784$2.13M0.03%+494Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,330 shares; 2025Q3: 6,970 shares; 2025Q4: 5,062 shares; 2026Q1: 12,010 shares 12,010$2.12M0.03%+6,948Timeline
WOOFPETCO HEALTH & WELLNESS CO IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,448 shares; 2024Q4: 750,691 shares; 2025Q1: 751,740 shares; 2025Q2: 751,657 shares; 2025Q3: 751,657 shares; 2025Q4: 752,397 shares; 2026Q1: 763,543 shares 763,543$2.12M0.03%+11,146Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,232 shares; 2025Q3: 18,982 shares; 2025Q4: 22,501 shares; 2026Q1: 30,614 shares 30,614$2.12M0.03%+8,113Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 8,070 shares; 2025Q1: 14,489 shares; 2025Q2: 10,847 shares; 2025Q3: 29,027 shares; 2025Q4: 24,929 shares; 2026Q1: 27,463 shares 27,463$2.12M0.03%+2,534Timeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,362 shares; 2025Q3: 32,095 shares; 2025Q4: 41,551 shares; 2026Q1: 102,474 shares 102,474$2.11M0.03%+60,923Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,360 shares; 2025Q1: 3,641 shares; 2025Q2: not reported; 2025Q3: 17,479 shares; 2025Q4: 14,321 shares; 2026Q1: 25,968 shares 25,968$2.11M0.03%+11,647Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 4,146 shares; 2025Q4: 7,148 shares; 2026Q1: 6,213 shares 6,213$2.11M0.03%-935Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,109 shares; 2026Q1: 36,980 shares 36,980$2.11M0.03%+26,871Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,728 shares; 2024Q4: 12,558 shares; 2025Q1: 14,168 shares; 2025Q2: 15,775 shares; 2025Q3: 27,558 shares; 2025Q4: 26,352 shares; 2026Q1: 29,720 shares 29,720$2.1M0.03%+3,368Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,795 shares; 2025Q1: 45,540 shares; 2025Q2: 45,601 shares; 2025Q3: 45,545 shares; 2025Q4: 42,398 shares; 2026Q1: 42,968 shares 42,968$2.1M0.03%+570Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,701 shares; 2025Q3: 5,980 shares; 2025Q4: 4,630 shares; 2026Q1: 8,415 shares 8,415$2.09M0.03%+3,785Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: 7,258 shares; 2025Q4: 3,286 shares; 2026Q1: 7,216 shares 7,216$2.09M0.03%+3,930Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,733 shares; 2025Q3: 14,733 shares; 2025Q4: 14,114 shares; 2026Q1: 15,084 shares 15,084$2.09M0.03%+970Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,563 shares; 2025Q3: 16,231 shares; 2025Q4: 14,597 shares; 2026Q1: 21,451 shares 21,451$2.08M0.03%+6,854Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 9,269 shares; 2025Q1: 12,572 shares; 2025Q2: 18,524 shares; 2025Q3: 15,272 shares; 2025Q4: 10,285 shares; 2026Q1: 17,611 shares 17,611$2.08M0.03%+7,326Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 4,227 shares; 2025Q1: not reported; 2025Q2: 3,446 shares; 2025Q3: 12,695 shares; 2025Q4: 12,648 shares; 2026Q1: 18,256 shares 18,256$2.08M0.03%+5,608Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 11,444 shares; 2025Q1: 8,403 shares; 2025Q2: 7,618 shares; 2025Q3: 15,226 shares; 2025Q4: 17,211 shares; 2026Q1: 21,138 shares 21,138$2.08M0.03%+3,927Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,612 shares; 2025Q4: 25,245 shares; 2026Q1: 31,829 shares 31,829$2.08M0.03%+6,584Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,055 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,437 shares; 2025Q3: 44,675 shares; 2025Q4: 43,138 shares; 2026Q1: 54,656 shares 54,656$2.07M0.03%+11,518Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,847 shares; 2025Q3: 7,969 shares; 2025Q4: 6,441 shares; 2026Q1: 9,178 shares 9,178$2.06M0.03%+2,737Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 1,437 shares; 2025Q4: 1,075 shares; 2026Q1: 1,887 shares 1,887$2.06M0.03%+812Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,251 shares; 2025Q3: 60,217 shares; 2025Q4: 61,034 shares; 2026Q1: 107,417 shares 107,417$2.06M0.03%+46,383Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SCHXSCHWAB STRATEGIC TR138,362$3.72Mshares
SPDWSPDR INDEX SHS FDS69,571$3.09Mshares
PSTLPOSTAL REALTY TRUST INC167,803$2.71Mshares
CMACOMERICA INC21,079$1.84Mshares
DAYDAYFORCE INC24,865$1.72Mshares
VNQVANGUARD INDEX FDS17,157$1.52Mshares
PNFPPINNACLE FINANCIAL PARTNERS13,245$1.26Mshares
PCHPOTLATCHDELTIC CORP30,348$1.21Mshares
SCHMSCHWAB STRATEGIC TR40,032$1.2Mshares
JAMFJAMF HOLDING CORP86,537$1.13Mshares
BSVVANGUARD BD INDEX FDS13,840$1.09Mshares
DFASDIMENSIONAL ETF TRUST15,589$1.09Mshares
SNVSYNOVUS FINANCIAL CORP21,301$1.07Mshares
NOBLPROSHARES TR9,958$1.04Mshares
DFATDIMENSIONAL ETF TRUST17,382$1.03Mshares
IBBISHARES TR5,760$972Kshares
AZNASTRAZENECA PLC-SPONS ADR9,714$893Kshares
FYBRFRONTIER COMMUNICATIONS PARE22,115$842Kshares
BSMRINVESCO EXCH TRD SLF IDX FD33,451$792Kshares
EXASEXACT SCIENCES CORP7,452$757Kshares
CABOCABLE ONE INC6,662$752Kshares
AMCOR PLCAMCOR PLC85,869$716Kshares
IYWISHARES TR3,430$685Kshares
QIAGEN N.V.QIAGEN N.V.14,164$641Kshares
CFLTCONFLUENT INC-CLASS A16,425$497Kshares
BSMUINVESCO EXCH TRD SLF IDX FD22,191$489Kshares
BSMTINVESCO EXCH TRD SLF IDX FD21,040$487Kshares
OBDCBLUE OWL CAPITAL CORPORATION37,834$484Kshares
BSMQINVESCO EXCH TRD SLF IDX FD20,387$482Kshares
EWXSPDR INDEX SHS FDS7,307$480Kshares
CIVICIVITAS RESOURCES INC17,406$472Kshares
BXSLBLACKSTONE SECD LENDING FD16,619$450Kshares
FSKFS KKR CAP CORP28,236$418Kshares
EPIWISDOMTREE TR8,181$379Kshares
CYTKCYTOKINETICS INC5,388$342Kshares
JPSTJ P MORGAN EXCHANGE TRADED F5,971$303Kshares
VCITVANGUARD SCOTTSDALE FDS3,579$300Kshares
EISISHARES INC2,700$297Kshares
ASBASSOCIATED BANC-CORP11,438$295Kshares
CAMTCAMTEK LTD2,750$292Kshares
WINGWINGSTOP INC1,220$291Kshares
SKYDPARAMOUNT SKYDANCE CORP20,986$282Kshares
DEODIAGEO PLC3,224$278Kshares
XLGINVESCO EXCHANGE TRADED FD T4,530$269Kshares
IPXIPERIONX LTD6,862$248Kshares
BAPRABOEING CO3,500$244Kshares
FRGEFORGE GLOBAL HOLDINGS INC5,268$235Kshares
GSPYTIDAL TRUST I6,366$234Kshares
TXUETHORNBURG ETF TR6,870$215Kshares
AEOAMERICAN EAGLE OUTFITTERS IN8,028$212Kshares
QDTEROUNDHILL ETF TRUST6,500$212Kshares
ARWRARROWHEAD PHARMACEUTICALS IN3,164$210Kshares
IDEVISHARES TR2,526$208Kshares
OEFISHARES TR601$206Kshares
BTCGRAYSCALE BITCOIN MINI TR ET5,197$201Kshares
JPCNUVEEN PFD & INCOME OPPORTUN19,365$157Kshares
KRMDKORU MEDICAL SYSTEMS INC25,000$145Kshares
BLACKROCK N Y MUN INCOME TRUBLACKROCK N Y MUN INCOME TRU13,973$142Kshares
NRKNUVEEN NY AMT FREE10,722$108Kshares
TMCTMC THE METALS COMPANY INC15,050$92.9Kshares
IHSIHS HOLDING LIMITED11,680$87.1Kshares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000837 base2026-05-12acceptance time not in the bulk data set