QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,383 shares; 2024Q4: 15,218 shares; 2025Q1: 554,460 shares; 2025Q2: 139,884 shares; 2025Q3: 70,100 shares; 2025Q4: 9 shares; 2026Q1: 241,703 shares 241,703 $140M 3.63% +241,694 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,083 shares; 2024Q4: 1,886 shares; 2025Q1: 848,775 shares; 2025Q2: 570,966 shares; 2025Q3: 1,174,290 shares; 2025Q4: 268 shares; 2026Q1: 2,381,162 shares 2,381,162 $114M 2.96% +2,380,894 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,692 shares; 2024Q4: 1,116,378 shares; 2025Q1: 571,217 shares; 2025Q2: 495,427 shares; 2025Q3: 290,700 shares; 2025Q4: 795,356 shares; 2026Q1: 441,968 shares 441,968 $112M 2.91% -353,388 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,472 shares; 2024Q4: 567,394 shares; 2025Q1: 347,973 shares; 2025Q2: 279,391 shares; 2025Q3: 188,923 shares; 2025Q4: 339,030 shares; 2026Q1: 252,983 shares 252,983 $93.6M 2.43% -86,047 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,018 shares; 2024Q4: 207,996 shares; 2025Q1: 39,315 shares; 2025Q2: 35,032 shares; 2025Q3: 48,369 shares; 2025Q4: 100,214 shares; 2026Q1: 268,948 shares 268,948 $90.9M 2.36% +168,734 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,872 shares; 2024Q4: 203,657 shares; 2025Q1: 165,163 shares; 2025Q2: 77,019 shares; 2025Q3: 52,560 shares; 2025Q4: 168,735 shares; 2026Q1: 186,139 shares 186,139 $69.2M 1.8% +17,404 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812,438 shares; 2024Q4: 1,742,933 shares; 2025Q1: 949,007 shares; 2025Q2: 736,574 shares; 2025Q3: 578,462 shares; 2025Q4: 944,573 shares; 2026Q1: 376,365 shares 376,365 $65.6M 1.71% -568,208 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,500 shares; 2024Q4: 389,011 shares; 2025Q1: 288,835 shares; 2025Q2: 128,618 shares; 2025Q3: 129,084 shares; 2025Q4: 253,967 shares; 2026Q1: 179,070 shares 179,070 $55.4M 1.44% -74,897 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,661 shares; 2024Q4: 508,924 shares; 2025Q1: 309,940 shares; 2025Q2: 185,133 shares; 2025Q3: 152,669 shares; 2025Q4: 290,851 shares; 2026Q1: 169,323 shares 169,323 $48.7M 1.27% -121,528 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 3,563 shares; 2025Q1: 9,533 shares; 2025Q2: 165,630 shares; 2025Q3: 19,607 shares; 2025Q4: not reported; 2026Q1: 400,371 shares 400,371 $39.7M 1.03% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,135 shares; 2024Q4: 186,361 shares; 2025Q1: 19,970 shares; 2025Q2: 242,860 shares; 2025Q3: 638,532 shares; 2025Q4: 687 shares; 2026Q1: 54,144 shares 54,144 $35.2M 0.92% +53,457 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,238 shares; 2024Q4: 34,551 shares; 2025Q1: 10 shares; 2025Q2: 34,624 shares; 2025Q3: 21,827 shares; 2025Q4: 8,751 shares; 2026Q1: 304,499 shares 304,499 $31.6M 0.82% +295,748 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,329 shares; 2024Q4: 719,552 shares; 2025Q1: 515,405 shares; 2025Q2: 335,873 shares; 2025Q3: 227,038 shares; 2025Q4: 498,329 shares; 2026Q1: 150,819 shares 150,819 $31.4M 0.82% -347,510 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,341 shares; 2024Q4: 169,238 shares; 2025Q1: 108,284 shares; 2025Q2: 119,560 shares; 2025Q3: 57,887 shares; 2025Q4: 97,914 shares; 2026Q1: 99,893 shares 99,893 $29.4M 0.76% +1,979 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,138 shares; 2024Q4: 186,369 shares; 2025Q1: 120,847 shares; 2025Q2: 60,139 shares; 2025Q3: 61,394 shares; 2025Q4: 128,074 shares; 2026Q1: 49,165 shares 49,165 $28.1M 0.73% -78,909 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,268 shares; 2024Q4: 420,416 shares; 2025Q1: 224,623 shares; 2025Q2: 150,102 shares; 2025Q3: 83,843 shares; 2025Q4: 289,461 shares; 2026Q1: 92,814 shares 92,814 $26.6M 0.69% -196,647 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,206 shares; 2024Q4: 355,931 shares; 2025Q1: 129,286 shares; 2025Q2: 107,447 shares; 2025Q3: 89,804 shares; 2025Q4: 161,352 shares; 2026Q1: 210,293 shares 210,293 $26.1M 0.68% +48,941 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 234,524 shares; 2025Q4: not reported; 2026Q1: 755,550 shares 755,550 $25.3M 0.66% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,398 shares; 2024Q4: 95,375 shares; 2025Q1: 133,688 shares; 2025Q2: 74,420 shares; 2025Q3: 41,556 shares; 2025Q4: 62,607 shares; 2026Q1: 117,132 shares 117,132 $24.2M 0.63% +54,525 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,977 shares; 2024Q4: 326,147 shares; 2025Q1: 462,049 shares; 2025Q2: 1,548,454 shares; 2025Q3: 1,607,426 shares; 2025Q4: 1,333,113 shares; 2026Q1: 1,608,450 shares 1,608,450 $24.2M 0.63% +275,337 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473,439 shares 473,439 $23.8M 0.62% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 4,856 shares; 2025Q1: 25,300 shares; 2025Q2: 68,970 shares; 2025Q3: 61,421 shares; 2025Q4: 43,213 shares; 2026Q1: 251,055 shares 251,055 $23.3M 0.61% +207,842 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,054 shares; 2024Q4: 586 shares; 2025Q1: 14,827 shares; 2025Q2: 3,100 shares; 2025Q3: 20,110 shares; 2025Q4: 229,212 shares; 2026Q1: 375,994 shares 375,994 $20.8M 0.54% +146,782 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,259 shares; 2024Q4: 36,316 shares; 2025Q1: 28,140 shares; 2025Q2: 20,562 shares; 2025Q3: 10,638 shares; 2025Q4: 19,010 shares; 2026Q1: 21,848 shares 21,848 $20.1M 0.52% +2,838 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 41,501 shares; 2025Q1: 7,549 shares; 2025Q2: 16,382 shares; 2025Q3: 24,504 shares; 2025Q4: 34,176 shares; 2026Q1: 19,913 shares 19,913 $19.8M 0.52% -14,263 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,244 shares; 2024Q4: 229,207 shares; 2025Q1: 356,694 shares; 2025Q2: 192,382 shares; 2025Q3: 45,165 shares; 2025Q4: 72,440 shares; 2026Q1: 115,165 shares 115,165 $19.5M 0.51% +42,725 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,017 shares; 2024Q4: 127,682 shares; 2025Q1: 181,626 shares; 2025Q2: 611,886 shares; 2025Q3: 422,585 shares; 2025Q4: 314,242 shares; 2026Q1: 414,562 shares 414,562 $19.5M 0.51% +100,320 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,131 shares; 2024Q4: 43,544 shares; 2025Q1: 19,762 shares; 2025Q2: 9,167 shares; 2025Q3: 19,290 shares; 2025Q4: 323,549 shares; 2026Q1: 184,391 shares 184,391 $17.7M 0.46% -139,158 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,620 shares; 2024Q4: 128,470 shares; 2025Q1: 74,561 shares; 2025Q2: 68,130 shares; 2025Q3: 17,687 shares; 2025Q4: 51,236 shares; 2026Q1: 36,009 shares 36,009 $17.3M 0.45% -15,227 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,682 shares; 2024Q4: 158,825 shares; 2025Q1: 128,680 shares; 2025Q2: 86,547 shares; 2025Q3: 63,379 shares; 2025Q4: 60,541 shares; 2026Q1: 67,436 shares 67,436 $16.5M 0.43% +6,895 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,494 shares; 2024Q4: 47,963 shares; 2025Q1: 34,453 shares; 2025Q2: 30,920 shares; 2025Q3: 7,739 shares; 2025Q4: 21,556 shares; 2026Q1: 31,955 shares 31,955 $16M 0.41% +10,399 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,835 shares 80,835 $15.9M 0.41% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 25,092 shares; 2025Q1: 25,011 shares; 2025Q2: 175,440 shares; 2025Q3: 152,394 shares; 2025Q4: 170,053 shares; 2026Q1: 212,772 shares 212,772 $15.8M 0.41% +42,719 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,706 shares; 2025Q3: 1,580 shares; 2025Q4: 5,454 shares; 2026Q1: 23,440 shares 23,440 $14.9M 0.39% +17,986 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 39,839 shares; 2025Q1: 15,318 shares; 2025Q2: 24,483 shares; 2025Q3: 17,119 shares; 2025Q4: 33,489 shares; 2026Q1: 29,993 shares 29,993 $14.9M 0.39% -3,496 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,170 shares; 2024Q4: 122,560 shares; 2025Q1: 66,477 shares; 2025Q2: 72,805 shares; 2025Q3: 23,737 shares; 2025Q4: 54,957 shares; 2026Q1: 47,231 shares 47,231 $14.3M 0.37% -7,726 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 227,634 shares; 2025Q1: 36 shares; 2025Q2: 25 shares; 2025Q3: 42,717 shares; 2025Q4: not reported; 2026Q1: 85,664 shares 85,664 $13.9M 0.36% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,242 shares; 2024Q4: 93,660 shares; 2025Q1: 21,118 shares; 2025Q2: 29,044 shares; 2025Q3: 23,746 shares; 2025Q4: 59,562 shares; 2026Q1: 39,984 shares 39,984 $13.7M 0.36% -19,578 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,075 shares; 2024Q4: 53,948 shares; 2025Q1: 26,088 shares; 2025Q2: 10,052 shares; 2025Q3: 14,569 shares; 2025Q4: 35,830 shares; 2026Q1: 41,133 shares 41,133 $13.1M 0.34% +5,303 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,476 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 36,406 shares; 2026Q1: 140,619 shares 140,619 $13M 0.34% +104,213 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,218 shares; 2025Q3: 280,369 shares; 2025Q4: 641,233 shares; 2026Q1: 258,347 shares 258,347 $13M 0.34% -382,886 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,625 shares; 2024Q4: 66,893 shares; 2025Q1: 45,012 shares; 2025Q2: 31,144 shares; 2025Q3: 24,442 shares; 2025Q4: 48,431 shares; 2026Q1: 38,990 shares 38,990 $12.8M 0.33% -9,441 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 29,103 shares; 2025Q1: 33,452 shares; 2025Q2: 16,116 shares; 2025Q3: not reported; 2025Q4: 6,547 shares; 2026Q1: 31,181 shares 31,181 $12.6M 0.33% +24,634 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 7,193 shares; 2025Q1: 51,179 shares; 2025Q2: 27,351 shares; 2025Q3: 86,813 shares; 2025Q4: 61,716 shares; 2026Q1: 105,673 shares 105,673 $12.5M 0.33% +43,957 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 9,981 shares; 2025Q1: 3,656 shares; 2025Q2: 3,983 shares; 2025Q3: 2,412 shares; 2025Q4: 15,753 shares; 2026Q1: 9,299 shares 9,299 $12.3M 0.32% -6,454 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,193 shares; 2024Q4: 224,358 shares; 2025Q1: 89,105 shares; 2025Q2: 244,899 shares; 2025Q3: 74,890 shares; 2025Q4: 170,826 shares; 2026Q1: 82,056 shares 82,056 $12M 0.31% -88,770 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 130,717 shares; 2025Q1: 68,099 shares; 2025Q2: 54,895 shares; 2025Q3: 7,736 shares; 2025Q4: 13,283 shares; 2026Q1: 61,728 shares 61,728 $11.7M 0.3% +48,445 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,142 shares; 2024Q4: 67,089 shares; 2025Q1: 20,275 shares; 2025Q2: 23,068 shares; 2025Q3: 38,832 shares; 2025Q4: 53,834 shares; 2026Q1: 53,825 shares 53,825 $11.3M 0.29% -9 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 320 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 11,512 shares; 2025Q4: not reported; 2026Q1: 52,252 shares 52,252 $11.2M 0.29% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 63,551 shares; 2025Q1: 30,246 shares; 2025Q2: 14,574 shares; 2025Q3: 24,355 shares; 2025Q4: 50,729 shares; 2026Q1: 68,639 shares 68,639 $11M 0.29% +17,910 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,126 shares; 2024Q4: 111,519 shares; 2025Q1: 59,760 shares; 2025Q2: 59,981 shares; 2025Q3: 8,895 shares; 2025Q4: 36,940 shares; 2026Q1: 84,788 shares 84,788 $10.7M 0.28% +47,848 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 2,293 shares; 2025Q1: 496 shares; 2025Q2: 415 shares; 2025Q3: 648 shares; 2025Q4: 2,788 shares; 2026Q1: 2,515 shares 2,515 $10.6M 0.28% -273 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 114 shares; 2025Q2: 15 shares; 2025Q3: 51 shares; 2025Q4: not reported; 2026Q1: 205,745 shares 205,745 $10.5M 0.27% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,729 shares; 2025Q4: 62,815 shares; 2026Q1: 200,422 shares 200,422 $10.4M 0.27% +137,607 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 18,895 shares; 2025Q1: 9,297 shares; 2025Q2: 2,501 shares; 2025Q3: 2,917 shares; 2025Q4: 10,847 shares; 2026Q1: 7,012 shares 7,012 $10.3M 0.27% -3,835 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,162 shares; 2025Q1: 3,969 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 992 shares; 2026Q1: 32,741 shares 32,741 $10.3M 0.27% +31,749 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,831 shares; 2024Q4: 32,707 shares; 2025Q1: 4,487 shares; 2025Q2: 1,015 shares; 2025Q3: 3,842 shares; 2025Q4: 47,949 shares; 2026Q1: 51,781 shares 51,781 $10.2M 0.26% +3,832 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,871 shares; 2025Q4: 22 shares; 2026Q1: 51,043 shares 51,043 $10M 0.26% +51,021 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,481 shares; 2025Q1: 54,106 shares; 2025Q2: 53,556 shares; 2025Q3: 62,178 shares; 2025Q4: 107,732 shares; 2026Q1: 45,496 shares 45,496 $9.72M 0.25% -62,236 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,424 shares; 2024Q4: 55,806 shares; 2025Q1: 20,614 shares; 2025Q2: 11,711 shares; 2025Q3: 18,668 shares; 2025Q4: 45,781 shares; 2026Q1: 27,030 shares 27,030 $9.51M 0.25% -18,751 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,942 shares; 2024Q4: 128,552 shares; 2025Q1: 76,748 shares; 2025Q2: 68,984 shares; 2025Q3: 76,405 shares; 2025Q4: 99,205 shares; 2026Q1: 60,548 shares 60,548 $9.4M 0.24% -38,657 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,773 shares; 2024Q4: 341,738 shares; 2025Q1: 134,046 shares; 2025Q2: 152,695 shares; 2025Q3: 86,632 shares; 2025Q4: 298,771 shares; 2026Q1: 120,723 shares 120,723 $9.37M 0.24% -178,048 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 14,668 shares; 2025Q1: 10,424 shares; 2025Q2: 42,393 shares; 2025Q3: 4,439 shares; 2025Q4: 20,929 shares; 2026Q1: 23,007 shares 23,007 $9.16M 0.24% +2,078 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,050 shares; 2026Q1: 98,140 shares 98,140 $8.93M 0.23% +90,090 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,372 shares; 2024Q4: 42,567 shares; 2025Q1: 23,660 shares; 2025Q2: 19,293 shares; 2025Q3: 19,156 shares; 2025Q4: 33,010 shares; 2026Q1: 36,724 shares 36,724 $8.93M 0.23% +3,714 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 58,945 shares; 2025Q1: 94,568 shares; 2025Q2: 282,112 shares; 2025Q3: 248,450 shares; 2025Q4: 89,866 shares; 2026Q1: 95,298 shares 95,298 $8.89M 0.23% +5,432 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 555 shares; 2025Q1: 5,404 shares; 2025Q2: 19,339 shares; 2025Q3: 13,853 shares; 2025Q4: 15,273 shares; 2026Q1: 12,112 shares 12,112 $8.84M 0.23% -3,161 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,624 shares; 2024Q4: 66,492 shares; 2025Q1: 15,700 shares; 2025Q2: 8,745 shares; 2025Q3: 10,255 shares; 2025Q4: 124,430 shares; 2026Q1: 136,647 shares 136,647 $8.83M 0.23% +12,217 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,509 shares; 2024Q4: 70,569 shares; 2025Q1: 58,279 shares; 2025Q2: 15,498 shares; 2025Q3: 18,075 shares; 2025Q4: 25,943 shares; 2026Q1: 45,471 shares 45,471 $8.77M 0.23% +19,528 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,743 shares; 2024Q4: 382,187 shares; 2025Q1: 234,394 shares; 2025Q2: 96,199 shares; 2025Q3: 209,416 shares; 2025Q4: 241,275 shares; 2026Q1: 305,122 shares 305,122 $8.76M 0.23% +63,847 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,761 shares; 2024Q4: 106,118 shares; 2025Q1: 38,012 shares; 2025Q2: 43,892 shares; 2025Q3: 43,091 shares; 2025Q4: 85,213 shares; 2026Q1: 97,732 shares 97,732 $8.76M 0.23% +12,519 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,384 shares; 2024Q4: 137,218 shares; 2025Q1: 64,320 shares; 2025Q2: 71,927 shares; 2025Q3: 30,603 shares; 2025Q4: 46,481 shares; 2026Q1: 76,166 shares 76,166 $8.64M 0.22% +29,685 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 11,316 shares; 2025Q1: 8,014 shares; 2025Q2: 7,770 shares; 2025Q3: 6,408 shares; 2025Q4: 9,123 shares; 2026Q1: 29,803 shares 29,803 $8.55M 0.22% +20,680 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,605 shares; 2024Q4: 30,008 shares; 2025Q1: 13,437 shares; 2025Q2: 12,237 shares; 2025Q3: 12,548 shares; 2025Q4: 18,988 shares; 2026Q1: 10,041 shares 10,041 $8.49M 0.22% -8,947 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,310 shares; 2024Q4: 78,806 shares; 2025Q1: 38,683 shares; 2025Q2: 34,577 shares; 2025Q3: 15,094 shares; 2025Q4: 45,896 shares; 2026Q1: 50,968 shares 50,968 $8.39M 0.22% +5,072 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,255 shares; 2024Q4: 401,120 shares; 2025Q1: 253,870 shares; 2025Q2: 28,447 shares; 2025Q3: 349,438 shares; 2025Q4: 29,529 shares; 2026Q1: 205,235 shares 205,235 $8.38M 0.22% +175,706 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 2 shares; 2025Q1: 33,736 shares; 2025Q2: not reported; 2025Q3: 4,287 shares; 2025Q4: 797 shares; 2026Q1: 39,463 shares 39,463 $8.33M 0.22% +38,666 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,830 shares; 2024Q4: 23,673 shares; 2025Q1: 36,375 shares; 2025Q2: 52,025 shares; 2025Q3: 16,293 shares; 2025Q4: 20,085 shares; 2026Q1: 42,002 shares 42,002 $8.3M 0.22% +21,917 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,581 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276,085 shares 276,085 $8.3M 0.22% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,158 shares; 2024Q4: 65,517 shares; 2025Q1: 41,868 shares; 2025Q2: 30,897 shares; 2025Q3: 15,631 shares; 2025Q4: 26,236 shares; 2026Q1: 28,386 shares 28,386 $8.06M 0.21% +2,150 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,950 shares; 2024Q4: 12,448 shares; 2025Q1: 19,461 shares; 2025Q2: 19,155 shares; 2025Q3: 22,021 shares; 2025Q4: 33,368 shares; 2026Q1: 46,297 shares 46,297 $7.99M 0.21% +12,929 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 24,679 shares; 2025Q1: 16,502 shares; 2025Q2: 3,800 shares; 2025Q3: 13,859 shares; 2025Q4: 34,184 shares; 2026Q1: 26,446 shares 26,446 $7.84M 0.2% -7,738 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 29,637 shares; 2025Q1: 7,043 shares; 2025Q2: 5,842 shares; 2025Q3: 13,310 shares; 2025Q4: 26,969 shares; 2026Q1: 46,165 shares 46,165 $7.81M 0.2% +19,196 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,672 shares; 2024Q4: 449,920 shares; 2025Q1: 158,234 shares; 2025Q2: 314,078 shares; 2025Q3: 115,275 shares; 2025Q4: 444,548 shares; 2026Q1: 175,313 shares 175,313 $7.74M 0.2% -269,235 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,097 shares; 2025Q1: 5,804 shares; 2025Q2: 2,236 shares; 2025Q3: 1,578 shares; 2025Q4: 6,122 shares; 2026Q1: 8,013 shares 8,013 $7.71M 0.2% +1,891 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,918 shares; 2024Q4: 181,799 shares; 2025Q1: 115,097 shares; 2025Q2: 78,944 shares; 2025Q3: 52,918 shares; 2025Q4: 91,871 shares; 2026Q1: 52,710 shares 52,710 $7.61M 0.2% -39,161 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,270 shares; 2025Q3: 84 shares; 2025Q4: 111,386 shares; 2026Q1: 82,749 shares 82,749 $7.58M 0.2% -28,637 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,869 shares; 2024Q4: 118,663 shares; 2025Q1: 66,506 shares; 2025Q2: 21,797 shares; 2025Q3: 21,074 shares; 2025Q4: 46,318 shares; 2026Q1: 45,591 shares 45,591 $7.54M 0.2% -727 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,061 shares; 2024Q4: 296,378 shares; 2025Q1: 198,159 shares; 2025Q2: 90,133 shares; 2025Q3: 48,181 shares; 2025Q4: 87,854 shares; 2026Q1: 98,087 shares 98,087 $7.46M 0.19% +10,233 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,448 shares; 2024Q4: 45,491 shares; 2025Q1: 35,708 shares; 2025Q2: 37,270 shares; 2025Q3: 27,604 shares; 2025Q4: 25,360 shares; 2026Q1: 56,157 shares 56,157 $7.42M 0.19% +30,797 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,182 shares; 2024Q4: 73,554 shares; 2025Q1: 26,262 shares; 2025Q2: 11,984 shares; 2025Q3: 73,117 shares; 2025Q4: not reported; 2026Q1: 83,495 shares 83,495 $7.41M 0.19% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,484 shares; 2024Q4: 54,849 shares; 2025Q1: 41,210 shares; 2025Q2: 51,501 shares; 2025Q3: 21,993 shares; 2025Q4: 46,586 shares; 2026Q1: 27,308 shares 27,308 $7.39M 0.19% -19,278 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,411 shares; 2024Q4: 109,283 shares; 2025Q1: 29,410 shares; 2025Q2: 47,800 shares; 2025Q3: 46,324 shares; 2025Q4: 86,486 shares; 2026Q1: 52,946 shares 52,946 $7.38M 0.19% -33,540 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 10,163 shares; 2025Q3: 328 shares; 2025Q4: not reported; 2026Q1: 73,045 shares 73,045 $7.38M 0.19% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,347 shares; 2024Q4: 29,783 shares; 2025Q1: 20,153 shares; 2025Q2: 6,297 shares; 2025Q3: 8,448 shares; 2025Q4: 25,499 shares; 2026Q1: 15,627 shares 15,627 $7.2M 0.19% -9,872 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,690 shares; 2024Q4: 262,905 shares; 2025Q1: 82,142 shares; 2025Q2: 61,760 shares; 2025Q3: 87,975 shares; 2025Q4: 160,948 shares; 2026Q1: 260,093 shares 260,093 $7.14M 0.19% +99,145 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 27,048 shares; 2025Q1: 15,105 shares; 2025Q2: 7,607 shares; 2025Q3: 58,171 shares; 2025Q4: 23,038 shares; 2026Q1: 42,919 shares 42,919 $7.13M 0.19% +19,881 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,556 shares; 2025Q1: 18,694 shares; 2025Q2: 85,065 shares; 2025Q3: 140,318 shares; 2025Q4: 59,606 shares; 2026Q1: 101,049 shares 101,049 $7.01M 0.18% +41,443 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 13,423 shares; 2025Q1: 93,815 shares; 2025Q2: 8 shares; 2025Q3: 10,261 shares; 2025Q4: 70,246 shares; 2026Q1: 64,276 shares 64,276 $7M 0.18% -5,970 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,890 shares; 2024Q4: 33,245 shares; 2025Q1: 4,933 shares; 2025Q2: 14,005 shares; 2025Q3: 20,600 shares; 2025Q4: 26,593 shares; 2026Q1: 25,813 shares 25,813 $6.98M 0.18% -780 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,112 shares; 2024Q4: 67,032 shares; 2025Q1: 17,284 shares; 2025Q2: 17,285 shares; 2025Q3: 23,900 shares; 2025Q4: 63,374 shares; 2026Q1: 30,564 shares 30,564 $6.91M 0.18% -32,810 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,698 shares; 2024Q4: 27,466 shares; 2025Q1: 18,969 shares; 2025Q2: 28,772 shares; 2025Q3: 19,278 shares; 2025Q4: 33,588 shares; 2026Q1: 37,686 shares 37,686 $6.88M 0.18% +4,098 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,664 shares; 2024Q4: 271,392 shares; 2025Q1: 108,875 shares; 2025Q2: 155,628 shares; 2025Q3: 27,275 shares; 2025Q4: 83,365 shares; 2026Q1: 85,891 shares 85,891 $6.84M 0.18% +2,526 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,056 shares; 2025Q3: 4,408 shares; 2025Q4: 3,657 shares; 2026Q1: 41,350 shares 41,350 $6.84M 0.18% +37,693 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,907 shares; 2025Q1: 2,089 shares; 2025Q2: 1,258 shares; 2025Q3: 1,636 shares; 2025Q4: 13,675 shares; 2026Q1: 30,618 shares 30,618 $6.8M 0.18% +16,943 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 20,855 shares; 2025Q1: 5,173 shares; 2025Q2: 2,233 shares; 2025Q3: 12,292 shares; 2025Q4: 19,154 shares; 2026Q1: 20,645 shares 20,645 $6.75M 0.18% +1,491 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 80,431 shares; 2025Q1: 82,232 shares; 2025Q2: 55,029 shares; 2025Q3: 61,260 shares; 2025Q4: 67,711 shares; 2026Q1: 107,293 shares 107,293 $6.73M 0.17% +39,582 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 97,656 shares; 2025Q1: 23,196 shares; 2025Q2: 17,110 shares; 2025Q3: 26,908 shares; 2025Q4: 84,134 shares; 2026Q1: 34,446 shares 34,446 $6.69M 0.17% -49,688 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: 2,834 shares; 2025Q3: 7,644 shares; 2025Q4: 11 shares; 2026Q1: 56,587 shares 56,587 $6.66M 0.17% +56,576 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,648 shares 65,648 $6.63M 0.17% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 16,137 shares; 2025Q1: 6,990 shares; 2025Q2: 4,531 shares; 2025Q3: 2,191 shares; 2025Q4: 50,207 shares; 2026Q1: 62,577 shares 62,577 $6.54M 0.17% +12,370 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,845 shares; 2024Q4: 92,927 shares; 2025Q1: 71,346 shares; 2025Q2: 53,834 shares; 2025Q3: 16,323 shares; 2025Q4: 37,582 shares; 2026Q1: 30,065 shares 30,065 $6.54M 0.17% -7,517 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,889 shares; 2024Q4: 10,123 shares; 2025Q1: 31,569 shares; 2025Q2: 27,153 shares; 2025Q3: 43,613 shares; 2025Q4: 27,244 shares; 2026Q1: 67,239 shares 67,239 $6.52M 0.17% +39,995 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: not reported; 2025Q1: 17,910 shares; 2025Q2: 2,595 shares; 2025Q3: 1,207,468 shares; 2025Q4: 691,023 shares; 2026Q1: 885,320 shares 885,320 $6.43M 0.17% +194,297 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,273 shares; 2024Q4: 53,046 shares; 2025Q1: 34,782 shares; 2025Q2: 6,174 shares; 2025Q3: 29,401 shares; 2025Q4: 37,405 shares; 2026Q1: 47,979 shares 47,979 $6.29M 0.16% +10,574 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 31,802 shares; 2025Q1: 23,751 shares; 2025Q2: 4,710 shares; 2025Q3: 14,272 shares; 2025Q4: 23,096 shares; 2026Q1: 22,334 shares 22,334 $6.24M 0.16% -762 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,027 shares; 2024Q4: 200,028 shares; 2025Q1: 60,075 shares; 2025Q2: 29,490 shares; 2025Q3: 54,830 shares; 2025Q4: 173,455 shares; 2026Q1: 30,638 shares 30,638 $6.23M 0.16% -142,817 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 20,680 shares; 2025Q1: 13,116 shares; 2025Q2: 23,478 shares; 2025Q3: 14,022 shares; 2025Q4: 13,579 shares; 2026Q1: 13,904 shares 13,904 $6.21M 0.16% +325 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 1,714 shares; 2025Q1: 488 shares; 2025Q2: 558 shares; 2025Q3: 1,438 shares; 2025Q4: 2,347 shares; 2026Q1: 3,561 shares 3,561 $6.16M 0.16% +1,214 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 2,577 shares; 2025Q1: 4,091 shares; 2025Q2: 4,658 shares; 2025Q3: 2,859 shares; 2025Q4: 1,967 shares; 2026Q1: 6,277 shares 6,277 $6.15M 0.16% +4,310 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 5,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 106,027 shares; 2026Q1: 285,716 shares 285,716 $6.14M 0.16% +179,689 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 513 shares; 2025Q1: 42,647 shares; 2025Q2: 4,900 shares; 2025Q3: 54,505 shares; 2025Q4: 5,704 shares; 2026Q1: 112,209 shares 112,209 $6.12M 0.16% +106,505 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 25,835 shares; 2025Q1: 6,497 shares; 2025Q2: 9,037 shares; 2025Q3: 12,699 shares; 2025Q4: 20,518 shares; 2026Q1: 14,153 shares 14,153 $6.12M 0.16% -6,365 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 11,573 shares; 2025Q1: 2,977 shares; 2025Q2: 5,598 shares; 2025Q3: 4,597 shares; 2025Q4: 6,892 shares; 2026Q1: 10,064 shares 10,064 $6.08M 0.16% +3,172 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 6 shares; 2025Q1: 20,563 shares; 2025Q2: 51,037 shares; 2025Q3: 6,560 shares; 2025Q4: 18,728 shares; 2026Q1: 35,945 shares 35,945 $6.07M 0.16% +17,217 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,351 shares; 2024Q4: 71,606 shares; 2025Q1: 39,051 shares; 2025Q2: 45,272 shares; 2025Q3: 40,790 shares; 2025Q4: 34,499 shares; 2026Q1: 32,491 shares 32,491 $6.07M 0.16% -2,008 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,799 shares; 2024Q4: 67,548 shares; 2025Q1: 118,070 shares; 2025Q2: 131,564 shares; 2025Q3: 34,583 shares; 2025Q4: 38,130 shares; 2026Q1: 83,263 shares 83,263 $6.06M 0.16% +45,133 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 143,824 shares; 2025Q3: 40,529 shares; 2025Q4: 201,580 shares; 2026Q1: 235,706 shares 235,706 $6.05M 0.16% +34,126 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,678 shares; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 25,730 shares; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 100,952 shares 100,952 $5.98M 0.16% +100,929 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,244 shares; 2025Q3: 78 shares; 2025Q4: not reported; 2026Q1: 119,216 shares 119,216 $5.94M 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,194 shares; 2024Q4: 31,778 shares; 2025Q1: 16,358 shares; 2025Q2: 12,709 shares; 2025Q3: 10,434 shares; 2025Q4: 18,419 shares; 2026Q1: 8,370 shares 8,370 $5.93M 0.15% -10,049 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,611 shares; 2025Q4: 8 shares; 2026Q1: 27,992 shares 27,992 $5.76M 0.15% +27,984 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 160 shares; 2025Q1: 2 shares; 2025Q2: 10,606 shares; 2025Q3: not reported; 2025Q4: 40,785 shares; 2026Q1: 52,033 shares 52,033 $5.69M 0.15% +11,248 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,253 shares; 2026Q1: 215,794 shares 215,794 $5.61M 0.15% +186,541 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,031 shares; 2025Q1: 41,406 shares; 2025Q2: 33,864 shares; 2025Q3: 9,729 shares; 2025Q4: 33,823 shares; 2026Q1: 45,645 shares 45,645 $5.6M 0.15% +11,822 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 35,093 shares; 2025Q1: 17,001 shares; 2025Q2: 40,732 shares; 2025Q3: 10,778 shares; 2025Q4: 32,793 shares; 2026Q1: 28,246 shares 28,246 $5.6M 0.15% -4,547 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,724 shares; 2025Q4: not reported; 2026Q1: 55,178 shares 55,178 $5.55M 0.14% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,699 shares; 2024Q4: 89,342 shares; 2025Q1: 62,503 shares; 2025Q2: 42,185 shares; 2025Q3: 16,761 shares; 2025Q4: 39,736 shares; 2026Q1: 53,293 shares 53,293 $5.47M 0.14% +13,557 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 5 shares; 2025Q1: 14,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,494 shares; 2026Q1: 21,404 shares 21,404 $5.44M 0.14% +2,910 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,422 shares; 2024Q4: 251,047 shares; 2025Q1: 271,516 shares; 2025Q2: 103,652 shares; 2025Q3: 39,473 shares; 2025Q4: 172,767 shares; 2026Q1: 108,099 shares 108,099 $5.43M 0.14% -64,668 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,609 shares; 2024Q4: 15,715 shares; 2025Q1: 1,566 shares; 2025Q2: 486 shares; 2025Q3: 7,189 shares; 2025Q4: 19,779 shares; 2026Q1: 16,022 shares 16,022 $5.41M 0.14% -3,757 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 12 shares; 2026Q1: 50,847 shares 50,847 $5.4M 0.14% +50,835 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 26,173 shares; 2025Q1: 6,276 shares; 2025Q2: 10,001 shares; 2025Q3: 2,095 shares; 2025Q4: 29,642 shares; 2026Q1: 46,014 shares 46,014 $5.39M 0.14% +16,372 Timeline GOVZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,209 shares; 2025Q2: 116,943 shares; 2025Q3: not reported; 2025Q4: 109,607 shares; 2026Q1: 587,117 shares 587,117 $5.38M 0.14% +477,510 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,497 shares; 2024Q4: 132,915 shares; 2025Q1: 113,075 shares; 2025Q2: 126,042 shares; 2025Q3: 27,935 shares; 2025Q4: 80,950 shares; 2026Q1: 44,739 shares 44,739 $5.38M 0.14% -36,211 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 25,589 shares; 2025Q3: 8,253 shares; 2025Q4: not reported; 2026Q1: 53,656 shares 53,656 $5.34M 0.14% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 28,585 shares; 2025Q1: 29,150 shares; 2025Q2: 26,420 shares; 2025Q3: 13,022 shares; 2025Q4: 13,791 shares; 2026Q1: 28,064 shares 28,064 $5.32M 0.14% +14,273 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 57 shares; 2025Q1: 12,249 shares; 2025Q2: 434 shares; 2025Q3: 2,265 shares; 2025Q4: 1,835 shares; 2026Q1: 14,308 shares 14,308 $5.26M 0.14% +12,473 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 42,874 shares; 2025Q1: 47,162 shares; 2025Q2: 51,532 shares; 2025Q3: 24,083 shares; 2025Q4: not reported; 2026Q1: 53,236 shares 53,236 $5.26M 0.14% new Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,303 shares; 2026Q1: 52,155 shares 52,155 $5.25M 0.14% -25,148 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,931 shares; 2024Q4: 457,115 shares; 2025Q1: 214,716 shares; 2025Q2: 269,121 shares; 2025Q3: 113,813 shares; 2025Q4: 201,374 shares; 2026Q1: 107,657 shares 107,657 $5.25M 0.14% -93,717 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147 shares; 2025Q1: 22,286 shares; 2025Q2: 97,572 shares; 2025Q3: 760 shares; 2025Q4: 552 shares; 2026Q1: 215,761 shares 215,761 $5.24M 0.14% +215,209 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,542 shares; 2025Q4: 85,804 shares; 2026Q1: 171,996 shares 171,996 $5.21M 0.14% +86,192 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,901 shares; 2025Q1: 5 shares; 2025Q2: 622 shares; 2025Q3: 11 shares; 2025Q4: 191 shares; 2026Q1: 39,950 shares 39,950 $5.12M 0.13% +39,759 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,421 shares; 2024Q4: 144,209 shares; 2025Q1: 173,344 shares; 2025Q2: 26,802 shares; 2025Q3: 43,209 shares; 2025Q4: 31,716 shares; 2026Q1: 55,017 shares 55,017 $5.11M 0.13% +23,301 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,277 shares; 2024Q4: 8,928 shares; 2025Q1: 25,878 shares; 2025Q2: 14,413 shares; 2025Q3: 4,765 shares; 2025Q4: 44,056 shares; 2026Q1: 66,988 shares 66,988 $5M 0.13% +22,932 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 7,104 shares; 2026Q1: 23,466 shares 23,466 $4.88M 0.13% +16,362 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,992 shares; 2024Q4: 155 shares; 2025Q1: 40,836 shares; 2025Q2: 198,910 shares; 2025Q3: 49,289 shares; 2025Q4: 35,080 shares; 2026Q1: 115,397 shares 115,397 $4.81M 0.12% +80,317 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 17,631 shares; 2025Q1: 5,762 shares; 2025Q2: 7,368 shares; 2025Q3: 6,239 shares; 2025Q4: 12,828 shares; 2026Q1: 24,177 shares 24,177 $4.78M 0.12% +11,349 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 30,107 shares; 2025Q1: 8,209 shares; 2025Q2: 6,035 shares; 2025Q3: 19,480 shares; 2025Q4: 25,697 shares; 2026Q1: 22,057 shares 22,057 $4.78M 0.12% -3,640 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 63,152 shares; 2025Q1: 19,110 shares; 2025Q2: 12,716 shares; 2025Q3: 11,840 shares; 2025Q4: 52,544 shares; 2026Q1: 58,290 shares 58,290 $4.76M 0.12% +5,746 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 39,124 shares; 2025Q1: 10,813 shares; 2025Q2: 6,634 shares; 2025Q3: 8,916 shares; 2025Q4: 38,324 shares; 2026Q1: 46,461 shares 46,461 $4.75M 0.12% +8,137 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,164 shares; 2024Q4: 28,049 shares; 2025Q1: 32,316 shares; 2025Q2: 2,950 shares; 2025Q3: 5,181 shares; 2025Q4: 18,374 shares; 2026Q1: 30,571 shares 30,571 $4.6M 0.12% +12,197 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,513 shares; 2024Q4: 151,996 shares; 2025Q1: 147,160 shares; 2025Q2: 48,039 shares; 2025Q3: 83,249 shares; 2025Q4: 86,681 shares; 2026Q1: 258,061 shares 258,061 $4.53M 0.12% +171,380 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,561 shares; 2024Q4: 111,544 shares; 2025Q1: 69,873 shares; 2025Q2: 45,664 shares; 2025Q3: 41,385 shares; 2025Q4: 61,225 shares; 2026Q1: 68,036 shares 68,036 $4.49M 0.12% +6,811 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,601 shares; 2024Q4: 101,625 shares; 2025Q1: 70,801 shares; 2025Q2: 19,624 shares; 2025Q3: 51,655 shares; 2025Q4: 73,845 shares; 2026Q1: 91,013 shares 91,013 $4.46M 0.12% +17,168 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 33,859 shares; 2025Q4: 64,888 shares; 2026Q1: 192,342 shares 192,342 $4.44M 0.12% +127,454 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: 24,401 shares; 2025Q2: 27,526 shares; 2025Q3: 13,026 shares; 2025Q4: 5 shares; 2026Q1: 45,757 shares 45,757 $4.42M 0.11% +45,752 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 3,476 shares; 2025Q1: 410 shares; 2025Q2: 2,486 shares; 2025Q3: 549 shares; 2025Q4: 25,501 shares; 2026Q1: 40,195 shares 40,195 $4.41M 0.11% +14,694 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,920 shares; 2024Q4: 123,525 shares; 2025Q1: 58,771 shares; 2025Q2: 103,232 shares; 2025Q3: 30,248 shares; 2025Q4: 76,964 shares; 2026Q1: 74,747 shares 74,747 $4.39M 0.11% -2,217 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 6 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 8,543 shares; 2026Q1: 10,060 shares 10,060 $4.37M 0.11% +1,517 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 15,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 759 shares; 2026Q1: 26,586 shares 26,586 $4.36M 0.11% +25,827 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,295 shares; 2026Q1: 90,152 shares 90,152 $4.33M 0.11% +37,857 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 7,224 shares; 2025Q1: 4,395 shares; 2025Q2: 3,558 shares; 2025Q3: 2,219 shares; 2025Q4: 4,329 shares; 2026Q1: 4,812 shares 4,812 $4.31M 0.11% +483 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,314 shares; 2026Q1: 178,871 shares 178,871 $4.27M 0.11% +147,557 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 31,554 shares; 2025Q1: 9,601 shares; 2025Q2: 6,075 shares; 2025Q3: 9,472 shares; 2025Q4: 32,914 shares; 2026Q1: 20,932 shares 20,932 $4.25M 0.11% -11,982 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 45,552 shares; 2025Q1: 17,083 shares; 2025Q2: 9,107 shares; 2025Q3: 1 shares; 2025Q4: 37,360 shares; 2026Q1: 87,711 shares 87,711 $4.21M 0.11% +50,351 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,485 shares; 2024Q4: 107,652 shares; 2025Q1: 13,545 shares; 2025Q2: 10,602 shares; 2025Q3: 4,411 shares; 2025Q4: 1,004 shares; 2026Q1: 32,918 shares 32,918 $4.2M 0.11% +31,914 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,123 shares; 2024Q4: 15,231 shares; 2025Q1: 10,370 shares; 2025Q2: 13,469 shares; 2025Q3: 7,817 shares; 2025Q4: 13,162 shares; 2026Q1: 30,993 shares 30,993 $4.2M 0.11% +17,831 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,006 shares; 2024Q4: 46,885 shares; 2025Q1: 37,965 shares; 2025Q2: 18,138 shares; 2025Q3: 30,379 shares; 2025Q4: 38,182 shares; 2026Q1: 13,486 shares 13,486 $4.19M 0.11% -24,696 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 46,147 shares; 2025Q1: 15,152 shares; 2025Q2: 21,362 shares; 2025Q3: 22,194 shares; 2025Q4: 88,259 shares; 2026Q1: 90,156 shares 90,156 $4.18M 0.11% +1,897 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 19,847 shares; 2025Q1: 8,672 shares; 2025Q2: 13,422 shares; 2025Q3: 10,391 shares; 2025Q4: 24,965 shares; 2026Q1: 12,974 shares 12,974 $4.16M 0.11% -11,991 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 16,352 shares; 2025Q1: 10,491 shares; 2025Q2: 7,051 shares; 2025Q3: 11,508 shares; 2025Q4: 35,478 shares; 2026Q1: 27,568 shares 27,568 $4.14M 0.11% -7,910 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,196 shares; 2025Q4: 117,132 shares; 2026Q1: 39,814 shares 39,814 $4.12M 0.11% -77,318 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,161 shares; 2026Q1: 151,580 shares 151,580 $4.12M 0.11% +85,419 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 108 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 122,872 shares; 2025Q4: 16,278 shares; 2026Q1: 28,841 shares 28,841 $4.11M 0.11% +12,563 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 82,061 shares; 2025Q1: 11,685 shares; 2025Q2: 9,978 shares; 2025Q3: 12,404 shares; 2025Q4: 103,422 shares; 2026Q1: 41,401 shares 41,401 $4.1M 0.11% -62,021 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 207 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 74,794 shares; 2026Q1: 96,691 shares 96,691 $4.09M 0.11% +21,897 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 9,810 shares; 2025Q1: 3,497 shares; 2025Q2: 8,534 shares; 2025Q3: 2,441 shares; 2025Q4: 4,136 shares; 2026Q1: 11,465 shares 11,465 $4.08M 0.11% +7,329 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 13,362 shares; 2025Q1: 7,763 shares; 2025Q2: 9,081 shares; 2025Q3: 9,463 shares; 2025Q4: 7,450 shares; 2026Q1: 18,928 shares 18,928 $4.06M 0.11% +11,478 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 9,485 shares; 2025Q1: 6,699 shares; 2025Q2: 15,601 shares; 2025Q3: 3,775 shares; 2025Q4: 24,705 shares; 2026Q1: 46,839 shares 46,839 $4.03M 0.1% +22,134 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 14,796 shares; 2025Q1: 11,117 shares; 2025Q2: 6,705 shares; 2025Q3: 7,951 shares; 2025Q4: 9,837 shares; 2026Q1: 9,433 shares 9,433 $4.01M 0.1% -404 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,012 shares; 2024Q4: 39,225 shares; 2025Q1: 17,115 shares; 2025Q2: 12,912 shares; 2025Q3: 21,935 shares; 2025Q4: 33,370 shares; 2026Q1: 27,614 shares 27,614 $4.01M 0.1% -5,756 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 7,403 shares; 2025Q1: 654 shares; 2025Q2: 442 shares; 2025Q3: 2,576 shares; 2025Q4: 9,430 shares; 2026Q1: 3,614 shares 3,614 $3.95M 0.1% -5,816 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 2,234 shares; 2025Q1: 5,373 shares; 2025Q2: 631 shares; 2025Q3: 8,119 shares; 2025Q4: 34 shares; 2026Q1: 42,092 shares 42,092 $3.95M 0.1% +42,058 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 12,969 shares; 2025Q1: 21,803 shares; 2025Q2: 6,197 shares; 2025Q3: 9,461 shares; 2025Q4: 7,610 shares; 2026Q1: 16,138 shares 16,138 $3.94M 0.1% +8,528 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,841 shares; 2024Q4: 4,401 shares; 2025Q1: 11,944 shares; 2025Q2: 29,661 shares; 2025Q3: 17 shares; 2025Q4: 16,624 shares; 2026Q1: 14,415 shares 14,415 $3.93M 0.1% -2,209 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 19,247 shares; 2025Q1: 9,243 shares; 2025Q2: 7,151 shares; 2025Q3: 5,017 shares; 2025Q4: 11,896 shares; 2026Q1: 19,827 shares 19,827 $3.92M 0.1% +7,931 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,744 shares; 2024Q4: 119,925 shares; 2025Q1: 18,800 shares; 2025Q2: 7,403 shares; 2025Q3: 5,671 shares; 2025Q4: 74,736 shares; 2026Q1: 63,177 shares 63,177 $3.91M 0.1% -11,559 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 59,448 shares; 2025Q2: 19,160 shares; 2025Q3: not reported; 2025Q4: 369,999 shares; 2026Q1: 148,228 shares 148,228 $3.9M 0.1% -221,771 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 29,130 shares; 2025Q1: 13,806 shares; 2025Q2: 5,119 shares; 2025Q3: 10,110 shares; 2025Q4: 19,878 shares; 2026Q1: 19,103 shares 19,103 $3.89M 0.1% -775 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 2,942 shares; 2025Q2: 7,856 shares; 2025Q3: 12,415 shares; 2025Q4: not reported; 2026Q1: 33,066 shares 33,066 $3.87M 0.1% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 23,251 shares; 2025Q1: 8,095 shares; 2025Q2: 9,712 shares; 2025Q3: 13,794 shares; 2025Q4: 22,064 shares; 2026Q1: 13,253 shares 13,253 $3.87M 0.1% -8,811 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 16,525 shares; 2025Q1: 5,073 shares; 2025Q2: 6,692 shares; 2025Q3: 2,528 shares; 2025Q4: 9,823 shares; 2026Q1: 9,795 shares 9,795 $3.84M 0.1% -28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 8 shares; 2025Q2: 72,649 shares; 2025Q3: 57,480 shares; 2025Q4: 1,785 shares; 2026Q1: 35,611 shares 35,611 $3.79M 0.1% +33,826 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,238 shares; 2024Q4: 44,090 shares; 2025Q1: 14,124 shares; 2025Q2: 35,312 shares; 2025Q3: 7,379 shares; 2025Q4: 19,079 shares; 2026Q1: 49,967 shares 49,967 $3.76M 0.1% +30,888 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,004 shares; 2024Q4: 53,207 shares; 2025Q1: 53,562 shares; 2025Q2: 8,144 shares; 2025Q3: 11,239 shares; 2025Q4: 17,855 shares; 2026Q1: 28,499 shares 28,499 $3.73M 0.1% +10,644 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,491 shares; 2025Q2: 3,201 shares; 2025Q3: 249,038 shares; 2025Q4: not reported; 2026Q1: 36,798 shares 36,798 $3.7M 0.1% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,810 shares; 2024Q4: 90,506 shares; 2025Q1: 13,833 shares; 2025Q2: 6,448 shares; 2025Q3: 39,063 shares; 2025Q4: 59,461 shares; 2026Q1: 51,109 shares 51,109 $3.7M 0.1% -8,352 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 4,716 shares; 2025Q1: 3,554 shares; 2025Q2: 13,036 shares; 2025Q3: 67,020 shares; 2025Q4: 63,657 shares; 2026Q1: 39,890 shares 39,890 $3.68M 0.1% -23,767 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: 6,124 shares; 2026Q1: 72,340 shares 72,340 $3.67M 0.1% +66,216 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 2,348 shares; 2025Q1: 1,140 shares; 2025Q2: 697 shares; 2025Q3: 772 shares; 2025Q4: 1,343 shares; 2026Q1: 3,159 shares 3,159 $3.66M 0.1% +1,816 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 14,381 shares; 2025Q1: 4,200 shares; 2025Q2: 6,131 shares; 2025Q3: 2,193 shares; 2025Q4: 5,269 shares; 2026Q1: 10,596 shares 10,596 $3.64M 0.09% +5,327 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,621 shares; 2024Q4: 46,178 shares; 2025Q1: 35,370 shares; 2025Q2: 21,331 shares; 2025Q3: 19,957 shares; 2025Q4: 17,864 shares; 2026Q1: 23,007 shares 23,007 $3.62M 0.09% +5,143 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 9 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 17,980 shares 17,980 $3.61M 0.09% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,702 shares; 2024Q4: 4,498 shares; 2025Q1: 1,907 shares; 2025Q2: 13,397 shares; 2025Q3: 1,389 shares; 2025Q4: 7,066 shares; 2026Q1: 99,522 shares 99,522 $3.6M 0.09% +92,456 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,962 shares; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 102,388 shares 102,388 $3.59M 0.09% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 30 shares; 2025Q1: 48 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 10,813 shares; 2026Q1: 5,028 shares 5,028 $3.51M 0.09% -5,785 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 2,196 shares; 2025Q1: 50,411 shares; 2025Q2: 3,207 shares; 2025Q3: 18,559 shares; 2025Q4: 12,803 shares; 2026Q1: 21,603 shares 21,603 $3.49M 0.09% +8,800 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,409 shares; 2024Q4: 89,467 shares; 2025Q1: 22,228 shares; 2025Q2: 41,939 shares; 2025Q3: 37,479 shares; 2025Q4: 103,122 shares; 2026Q1: 76,884 shares 76,884 $3.48M 0.09% -26,238 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 8,581 shares; 2025Q1: 3,465 shares; 2025Q2: 2,029 shares; 2025Q3: 2,140 shares; 2025Q4: 2,827 shares; 2026Q1: 4,917 shares 4,917 $3.46M 0.09% +2,090 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,132 shares; 2025Q3: 133 shares; 2025Q4: 20,123 shares; 2026Q1: 46,786 shares 46,786 $3.45M 0.09% +26,663 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 31,364 shares; 2025Q1: 19,737 shares; 2025Q2: 18,290 shares; 2025Q3: 7,472 shares; 2025Q4: 20,758 shares; 2026Q1: 19,790 shares 19,790 $3.43M 0.09% -968 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 54,186 shares; 2025Q1: 21,168 shares; 2025Q2: 37,374 shares; 2025Q3: 40,857 shares; 2025Q4: 58,779 shares; 2026Q1: 56,063 shares 56,063 $3.42M 0.09% -2,716 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,361 shares; 2024Q4: 495,070 shares; 2025Q1: 420,085 shares; 2025Q2: 202,639 shares; 2025Q3: 219,131 shares; 2025Q4: 183,975 shares; 2026Q1: 117,992 shares 117,992 $3.42M 0.09% -65,983 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,024 shares; 2025Q1: 11,873 shares; 2025Q2: 1,891 shares; 2025Q3: 18,580 shares; 2025Q4: not reported; 2026Q1: 92,747 shares 92,747 $3.42M 0.09% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,475 shares; 2026Q1: 133,724 shares 133,724 $3.41M 0.09% +127,249 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 2,379 shares; 2025Q1: 3,576 shares; 2025Q2: 19,848 shares; 2025Q3: 2,626 shares; 2025Q4: 38,157 shares; 2026Q1: 36,191 shares 36,191 $3.4M 0.09% -1,966 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 8,472 shares; 2025Q1: 5,097 shares; 2025Q2: 947 shares; 2025Q3: 5,510 shares; 2025Q4: 6,724 shares; 2026Q1: 4,378 shares 4,378 $3.38M 0.09% -2,346 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 28,141 shares; 2025Q1: 21,515 shares; 2025Q2: 81,273 shares; 2025Q3: 138,012 shares; 2025Q4: 26,135 shares; 2026Q1: 48,627 shares 48,627 $3.37M 0.09% +22,492 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 23,159 shares; 2025Q1: 14,186 shares; 2025Q2: 8,646 shares; 2025Q3: 10,765 shares; 2025Q4: 13,274 shares; 2026Q1: 11,346 shares 11,346 $3.35M 0.09% -1,928 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 3,981 shares; 2025Q1: 438 shares; 2025Q2: 176 shares; 2025Q3: 359 shares; 2025Q4: 123 shares; 2026Q1: 39,476 shares 39,476 $3.34M 0.09% +39,353 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 21,330 shares; 2025Q1: 21,826 shares; 2025Q2: 20,464 shares; 2025Q3: 6,333 shares; 2025Q4: 9,424 shares; 2026Q1: 6,754 shares 6,754 $3.32M 0.09% -2,670 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,983 shares; 2025Q1: 901 shares; 2025Q2: 201 shares; 2025Q3: 678 shares; 2025Q4: 771,854 shares; 2026Q1: 66,104 shares 66,104 $3.31M 0.09% -705,750 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,196 shares; 2024Q4: 21,791 shares; 2025Q1: 8,547 shares; 2025Q2: 9,719 shares; 2025Q3: 6,022 shares; 2025Q4: 19,145 shares; 2026Q1: 11,875 shares 11,875 $3.3M 0.09% -7,270 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 13,049 shares; 2025Q1: 10,858 shares; 2025Q2: 6,924 shares; 2025Q3: 8,126 shares; 2025Q4: 9,250 shares; 2026Q1: 5,833 shares 5,833 $3.29M 0.09% -3,417 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 14,096 shares; 2025Q1: 3,669 shares; 2025Q2: 4,937 shares; 2025Q3: 2,591 shares; 2025Q4: 7,098 shares; 2026Q1: 11,599 shares 11,599 $3.28M 0.09% +4,501 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,182 shares 22,182 $3.27M 0.09% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,523 shares; 2024Q4: 106,243 shares; 2025Q1: 55,682 shares; 2025Q2: 68,546 shares; 2025Q3: 63,467 shares; 2025Q4: 81,840 shares; 2026Q1: 34,805 shares 34,805 $3.27M 0.09% -47,035 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,542 shares; 2024Q4: 147,628 shares; 2025Q1: 33,943 shares; 2025Q2: 41,079 shares; 2025Q3: 127,812 shares; 2025Q4: 123,993 shares; 2026Q1: 79,443 shares 79,443 $3.26M 0.08% -44,550 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 252,530 shares; 2025Q1: 17,899 shares; 2025Q2: 57,373 shares; 2025Q3: 117,503 shares; 2025Q4: 56,982 shares; 2026Q1: 122,863 shares 122,863 $3.25M 0.08% +65,881 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,488 shares; 2024Q4: 56,769 shares; 2025Q1: 36,847 shares; 2025Q2: 8,488 shares; 2025Q3: 14,233 shares; 2025Q4: 41,262 shares; 2026Q1: 40,794 shares 40,794 $3.24M 0.08% -468 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 57,802 shares; 2025Q1: 33,730 shares; 2025Q2: 22,554 shares; 2025Q3: 24,275 shares; 2025Q4: 42,101 shares; 2026Q1: 13,188 shares 13,188 $3.2M 0.08% -28,913 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 33,690 shares; 2025Q1: 11,429 shares; 2025Q2: 15,135 shares; 2025Q3: 5,803 shares; 2025Q4: 18,713 shares; 2026Q1: 8,179 shares 8,179 $3.19M 0.08% -10,534 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 5,381 shares; 2025Q1: 1,383 shares; 2025Q2: 64 shares; 2025Q3: 1,537 shares; 2025Q4: 5,841 shares; 2026Q1: 9,627 shares 9,627 $3.19M 0.08% +3,786 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,914 shares; 2024Q4: 132,559 shares; 2025Q1: 17,738 shares; 2025Q2: 16,563 shares; 2025Q3: 52,206 shares; 2025Q4: 93,004 shares; 2026Q1: 55,127 shares 55,127 $3.18M 0.08% -37,877 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 223,946 shares; 2025Q2: 1 shares; 2025Q3: 9 shares; 2025Q4: 56,120 shares; 2026Q1: 33,177 shares 33,177 $3.17M 0.08% -22,943 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,520 shares; 2025Q3: 3,994 shares; 2025Q4: not reported; 2026Q1: 31,287 shares 31,287 $3.15M 0.08% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 13,458 shares; 2025Q1: 17,259 shares; 2025Q2: 17,197 shares; 2025Q3: 3,133 shares; 2025Q4: 4,705 shares; 2026Q1: 28,303 shares 28,303 $3.11M 0.08% +23,598 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 22,587 shares; 2025Q1: 4,500 shares; 2025Q2: 16,089 shares; 2025Q3: 11,622 shares; 2025Q4: 16,943 shares; 2026Q1: 15,789 shares 15,789 $3.09M 0.08% -1,154 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 18,077 shares; 2025Q1: 2,898 shares; 2025Q2: 2,037 shares; 2025Q3: 11,683 shares; 2025Q4: 15,032 shares; 2026Q1: 29,324 shares 29,324 $3.08M 0.08% +14,292 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,408 shares; 2024Q4: 60,099 shares; 2025Q1: 100,673 shares; 2025Q2: 55,595 shares; 2025Q3: 38,477 shares; 2025Q4: 28,225 shares; 2026Q1: 23,342 shares 23,342 $3.08M 0.08% -4,883 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: not reported; 2025Q1: 34,951 shares; 2025Q2: 1,316 shares; 2025Q3: 14,390 shares; 2025Q4: not reported; 2026Q1: 83,967 shares 83,967 $3.05M 0.08% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,398 shares; 2024Q4: 44,737 shares; 2025Q1: 27,371 shares; 2025Q2: 25,313 shares; 2025Q3: 13,640 shares; 2025Q4: 14,217 shares; 2026Q1: 23,179 shares 23,179 $3.04M 0.08% +8,962 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 12,939 shares; 2025Q1: 7,979 shares; 2025Q2: 8,117 shares; 2025Q3: 3,375 shares; 2025Q4: 6,679 shares; 2026Q1: 10,385 shares 10,385 $3.02M 0.08% +3,706 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 6,210 shares; 2025Q1: 5,822 shares; 2025Q2: 6,022 shares; 2025Q3: 2,089 shares; 2025Q4: 4,936 shares; 2026Q1: 5,597 shares 5,597 $3.01M 0.08% +661 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,195 shares; 2024Q4: 73,128 shares; 2025Q1: 46,621 shares; 2025Q2: 56,286 shares; 2025Q3: 15,451 shares; 2025Q4: 37,548 shares; 2026Q1: 34,654 shares 34,654 $3M 0.08% -2,894 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,808 shares; 2024Q4: 69,986 shares; 2025Q1: 88,060 shares; 2025Q2: 10,612 shares; 2025Q3: 29,219 shares; 2025Q4: 34,557 shares; 2026Q1: 30,743 shares 30,743 $2.97M 0.08% -3,814 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,042 shares; 2024Q4: 9,282 shares; 2025Q1: 58,554 shares; 2025Q2: 355,913 shares; 2025Q3: 273,852 shares; 2025Q4: 307,049 shares; 2026Q1: 93,311 shares 93,311 $2.97M 0.08% -213,738 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 12,386 shares; 2025Q1: 5,921 shares; 2025Q2: 3,802 shares; 2025Q3: 8,102 shares; 2025Q4: 8,354 shares; 2026Q1: 9,186 shares 9,186 $2.97M 0.08% +832 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,902 shares; 2024Q4: 65,158 shares; 2025Q1: 50,675 shares; 2025Q2: 46,760 shares; 2025Q3: 30,141 shares; 2025Q4: 37,314 shares; 2026Q1: 39,149 shares 39,149 $2.92M 0.08% +1,835 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,828 shares; 2024Q4: 133,204 shares; 2025Q1: 27,851 shares; 2025Q2: 21,268 shares; 2025Q3: 96,398 shares; 2025Q4: 88,923 shares; 2026Q1: 110,429 shares 110,429 $2.91M 0.08% +21,506 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,327 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 409,534 shares; 2025Q4: not reported; 2026Q1: 101,001 shares 101,001 $2.89M 0.08% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 9 shares; 2025Q1: 131 shares; 2025Q2: 46,183 shares; 2025Q3: 53,130 shares; 2025Q4: 27,418 shares; 2026Q1: 63,464 shares 63,464 $2.89M 0.08% +36,046 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,762 shares; 2024Q4: 10,166 shares; 2025Q1: 5,497 shares; 2025Q2: 31,263 shares; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 29,233 shares 29,233 $2.88M 0.07% +26,043 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: not reported; 2025Q1: 49,001 shares; 2025Q2: 123,415 shares; 2025Q3: 11,675 shares; 2025Q4: not reported; 2026Q1: 58,734 shares 58,734 $2.84M 0.07% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,511 shares; 2024Q4: 28,125 shares; 2025Q1: 20,078 shares; 2025Q2: 22,453 shares; 2025Q3: 18,357 shares; 2025Q4: 28,220 shares; 2026Q1: 70,016 shares 70,016 $2.82M 0.07% +41,796 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 6,264 shares; 2025Q4: 10,280 shares; 2026Q1: 47,240 shares 47,240 $2.81M 0.07% +36,960 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 38,136 shares; 2025Q1: 9,591 shares; 2025Q2: 15,798 shares; 2025Q3: 10,087 shares; 2025Q4: 29,979 shares; 2026Q1: 39,424 shares 39,424 $2.81M 0.07% +9,445 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 17,142 shares; 2025Q1: 42,301 shares; 2025Q2: 22,609 shares; 2025Q3: 4,492 shares; 2025Q4: 18,475 shares; 2026Q1: 22,457 shares 22,457 $2.8M 0.07% +3,982 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,081 shares 116,081 $2.8M 0.07% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,662 shares; 2024Q4: 14,752 shares; 2025Q1: 12,408 shares; 2025Q2: 13,458 shares; 2025Q3: 7,779 shares; 2025Q4: 6,434 shares; 2026Q1: 15,515 shares 15,515 $2.8M 0.07% +9,081 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 5,396 shares; 2025Q1: 1,612 shares; 2025Q2: 1,631 shares; 2025Q3: 2,678 shares; 2025Q4: 5,313 shares; 2026Q1: 6,534 shares 6,534 $2.77M 0.07% +1,221 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,415 shares; 2025Q4: 136,237 shares; 2026Q1: 123,465 shares 123,465 $2.76M 0.07% -12,772 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 2,941 shares; 2025Q1: 6,441 shares; 2025Q2: 7,095 shares; 2025Q3: 15,259 shares; 2025Q4: 20,684 shares; 2026Q1: 30,543 shares 30,543 $2.75M 0.07% +9,859 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 52,329 shares; 2025Q1: 59,477 shares; 2025Q2: 26,129 shares; 2025Q3: 14,738 shares; 2025Q4: 11,732 shares; 2026Q1: 30,316 shares 30,316 $2.74M 0.07% +18,584 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,111 shares; 2024Q4: 70,218 shares; 2025Q1: 60,656 shares; 2025Q2: 16,353 shares; 2025Q3: 20,915 shares; 2025Q4: 32,559 shares; 2026Q1: 38,067 shares 38,067 $2.73M 0.07% +5,508 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: not reported; 2025Q1: 10,014 shares; 2025Q2: 87,061 shares; 2025Q3: 58,707 shares; 2025Q4: not reported; 2026Q1: 97,047 shares 97,047 $2.7M 0.07% new Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,786 shares; 2024Q4: 5 shares; 2025Q1: 27,775 shares; 2025Q2: 38,652 shares; 2025Q3: 17,708 shares; 2025Q4: 41,847 shares; 2026Q1: 53,581 shares 53,581 $2.69M 0.07% +11,734 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,131 shares; 2024Q4: 10,466 shares; 2025Q1: 11,965 shares; 2025Q2: 14,815 shares; 2025Q3: 9,877 shares; 2025Q4: 5,390 shares; 2026Q1: 22,915 shares 22,915 $2.68M 0.07% +17,525 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,811 shares; 2024Q4: 26,912 shares; 2025Q1: 63,774 shares; 2025Q2: 27,977 shares; 2025Q3: 27,555 shares; 2025Q4: 15,037 shares; 2026Q1: 76,077 shares 76,077 $2.67M 0.07% +61,040 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 12,501 shares; 2025Q1: 7,481 shares; 2025Q2: 2,981 shares; 2025Q3: 3,552 shares; 2025Q4: 11,066 shares; 2026Q1: 6,675 shares 6,675 $2.65M 0.07% -4,391 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,135 shares; 2024Q4: 3,466 shares; 2025Q1: 25,702 shares; 2025Q2: 24,108 shares; 2025Q3: 28,332 shares; 2025Q4: 5,265 shares; 2026Q1: 46,670 shares 46,670 $2.64M 0.07% +41,405 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 24,039 shares; 2025Q1: 18,399 shares; 2025Q2: 3,676 shares; 2025Q3: 18,160 shares; 2025Q4: 25,010 shares; 2026Q1: 27,316 shares 27,316 $2.64M 0.07% +2,306 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,047 shares; 2024Q4: 13,098 shares; 2025Q1: 19,895 shares; 2025Q2: 16,215 shares; 2025Q3: 15,299 shares; 2025Q4: 18,160 shares; 2026Q1: 32,151 shares 32,151 $2.63M 0.07% +13,991 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 39,675 shares; 2025Q1: 28,246 shares; 2025Q2: 36,030 shares; 2025Q3: 15,539 shares; 2025Q4: 16,003 shares; 2026Q1: 23,930 shares 23,930 $2.63M 0.07% +7,927 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 192 shares; 2025Q1: 6,417 shares; 2025Q2: not reported; 2025Q3: 14,350 shares; 2025Q4: 21,550 shares; 2026Q1: 21,688 shares 21,688 $2.62M 0.07% +138 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,439 shares; 2024Q4: 17,624 shares; 2025Q1: 2,729 shares; 2025Q2: 5,392 shares; 2025Q3: 5,328 shares; 2025Q4: 20,192 shares; 2026Q1: 28,892 shares 28,892 $2.62M 0.07% +8,700 Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,942 shares; 2026Q1: 45,660 shares 45,660 $2.59M 0.07% +6,718 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,482 shares; 2024Q4: 135,487 shares; 2025Q1: 50,618 shares; 2025Q2: 101,121 shares; 2025Q3: 33,805 shares; 2025Q4: 88,775 shares; 2026Q1: 20,078 shares 20,078 $2.59M 0.07% -68,697 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,645 shares; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 4,346 shares; 2026Q1: 9,922 shares 9,922 $2.55M 0.07% +5,576 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,729 shares; 2025Q1: not reported; 2025Q2: 291,669 shares; 2025Q3: 327,660 shares; 2025Q4: 42,245 shares; 2026Q1: 99,457 shares 99,457 $2.55M 0.07% +57,212 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 6,548 shares; 2025Q1: 2,941 shares; 2025Q2: 1,139 shares; 2025Q3: 2,326 shares; 2025Q4: 4,104 shares; 2026Q1: 4,535 shares 4,535 $2.55M 0.07% +431 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,663 shares; 2024Q4: 22,350 shares; 2025Q1: 10,748 shares; 2025Q2: 8,486 shares; 2025Q3: 4,265 shares; 2025Q4: 8,577 shares; 2026Q1: 7,689 shares 7,689 $2.53M 0.07% -888 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,730 shares; 2024Q4: 80,939 shares; 2025Q1: 15,560 shares; 2025Q2: 18,957 shares; 2025Q3: 13,613 shares; 2025Q4: 109,528 shares; 2026Q1: 75,998 shares 75,998 $2.52M 0.07% -33,530 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 18,487 shares; 2025Q1: 7,415 shares; 2025Q2: 45,235 shares; 2025Q3: 1,342 shares; 2025Q4: 5,297 shares; 2026Q1: 15,410 shares 15,410 $2.52M 0.07% +10,113 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 7,782 shares; 2025Q1: 7,251 shares; 2025Q2: 29,266 shares; 2025Q3: 33,118 shares; 2025Q4: 7,537 shares; 2026Q1: 18,552 shares 18,552 $2.51M 0.07% +11,015 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 2,190 shares; 2025Q1: 19,113 shares; 2025Q2: 35,588 shares; 2025Q3: 8,704 shares; 2025Q4: 8,344 shares; 2026Q1: 59,933 shares 59,933 $2.51M 0.07% +51,589 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 21,625 shares; 2025Q1: 13,071 shares; 2025Q2: 14,185 shares; 2025Q3: 13,869 shares; 2025Q4: 11,962 shares; 2026Q1: 7,678 shares 7,678 $2.5M 0.07% -4,284 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,674 shares; 2024Q4: 29,615 shares; 2025Q1: 18,386 shares; 2025Q2: 29,108 shares; 2025Q3: 6,518 shares; 2025Q4: 10,952 shares; 2026Q1: 10,178 shares 10,178 $2.47M 0.06% -774 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,515 shares; 2024Q4: 20,351 shares; 2025Q1: 17,129 shares; 2025Q2: 4,130 shares; 2025Q3: 15,050 shares; 2025Q4: 6,817 shares; 2026Q1: 16,787 shares 16,787 $2.45M 0.06% +9,970 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,238 shares; 2024Q4: 47,811 shares; 2025Q1: 22,363 shares; 2025Q2: 11,685 shares; 2025Q3: 8,758 shares; 2025Q4: 34,840 shares; 2026Q1: 39,773 shares 39,773 $2.44M 0.06% +4,933 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,161 shares; 2024Q4: 41,898 shares; 2025Q1: 22,553 shares; 2025Q2: 12,760 shares; 2025Q3: 30,314 shares; 2025Q4: 40,225 shares; 2026Q1: 21,033 shares 21,033 $2.43M 0.06% -19,192 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,085 shares 94,085 $2.42M 0.06% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 3,393 shares; 2025Q1: 12,775 shares; 2025Q2: 3,237 shares; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 42,361 shares 42,361 $2.38M 0.06% +38,611 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 20,018 shares; 2025Q1: 31,951 shares; 2025Q2: 9,691 shares; 2025Q3: 6,765 shares; 2025Q4: 5,255 shares; 2026Q1: 12,839 shares 12,839 $2.34M 0.06% +7,584 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 74,308 shares; 2025Q4: not reported; 2026Q1: 85,182 shares 85,182 $2.32M 0.06% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,716 shares; 2024Q4: not reported; 2025Q1: 7,425 shares; 2025Q2: 13,728 shares; 2025Q3: 11,135 shares; 2025Q4: 37,461 shares; 2026Q1: 43,110 shares 43,110 $2.32M 0.06% +5,649 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,217 shares; 2026Q1: 46,279 shares 46,279 $2.31M 0.06% -111,938 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,165 shares; 2024Q4: 63,540 shares; 2025Q1: 33,110 shares; 2025Q2: 15,704 shares; 2025Q3: 17,850 shares; 2025Q4: 37,890 shares; 2026Q1: 11,610 shares 11,610 $2.31M 0.06% -26,280 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 1 shares; 2025Q3: 36 shares; 2025Q4: not reported; 2026Q1: 10,234 shares 10,234 $2.3M 0.06% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,672 shares; 2024Q4: 44,349 shares; 2025Q1: 31,594 shares; 2025Q2: 22,831 shares; 2025Q3: 27,755 shares; 2025Q4: 17,955 shares; 2026Q1: 37,411 shares 37,411 $2.29M 0.06% +19,456 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,043 shares; 2024Q4: 40,989 shares; 2025Q1: 17,305 shares; 2025Q2: 14,457 shares; 2025Q3: 11,111 shares; 2025Q4: 29,633 shares; 2026Q1: 7,563 shares 7,563 $2.29M 0.06% -22,070 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 16,219 shares; 2025Q1: 14,337 shares; 2025Q2: 18,288 shares; 2025Q3: 9,789 shares; 2025Q4: 9,102 shares; 2026Q1: 12,259 shares 12,259 $2.29M 0.06% +3,157 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 12,400 shares; 2025Q1: 5,268 shares; 2025Q2: 2,539 shares; 2025Q3: 21,350 shares; 2025Q4: 4,564 shares; 2026Q1: 10,527 shares 10,527 $2.27M 0.06% +5,963 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 13,047 shares; 2025Q1: 5,058 shares; 2025Q2: 23,455 shares; 2025Q3: 9,190 shares; 2025Q4: 6,456 shares; 2026Q1: 18,827 shares 18,827 $2.27M 0.06% +12,371 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,040 shares; 2024Q4: 90,838 shares; 2025Q1: 198,930 shares; 2025Q2: 83,532 shares; 2025Q3: 41,993 shares; 2025Q4: 91,893 shares; 2026Q1: 66,855 shares 66,855 $2.24M 0.06% -25,038 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 5,355 shares; 2025Q1: 8 shares; 2025Q2: 1,769 shares; 2025Q3: 75 shares; 2025Q4: 9,561 shares; 2026Q1: 17,405 shares 17,405 $2.21M 0.06% +7,844 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 10,601 shares; 2025Q1: 2,517 shares; 2025Q2: 8,560 shares; 2025Q3: 5,943 shares; 2025Q4: 7,753 shares; 2026Q1: 11,543 shares 11,543 $2.19M 0.06% +3,790 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 18,411 shares; 2025Q1: 11,557 shares; 2025Q2: 6,100 shares; 2025Q3: 4,299 shares; 2025Q4: 15,018 shares; 2026Q1: 16,708 shares 16,708 $2.17M 0.06% +1,690 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 15,535 shares; 2025Q1: 7 shares; 2025Q2: 11,390 shares; 2025Q3: 7 shares; 2025Q4: 7,235 shares; 2026Q1: 30,903 shares 30,903 $2.16M 0.06% +23,668 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,197 shares; 2025Q1: 1,994 shares; 2025Q2: 6,815 shares; 2025Q3: 3,205 shares; 2025Q4: 1,566 shares; 2026Q1: 4,136 shares 4,136 $2.16M 0.06% +2,570 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,020 shares; 2025Q1: 2,159 shares; 2025Q2: 53,564 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,408 shares 43,408 $2.15M 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 2,011 shares; 2025Q1: 2,460 shares; 2025Q2: 1,436 shares; 2025Q3: 2,770 shares; 2025Q4: 1,856 shares; 2026Q1: 1,557 shares 1,557 $2.15M 0.06% -299 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,637 shares; 2026Q1: 32,810 shares 32,810 $2.13M 0.06% -3,827 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 15,755 shares; 2025Q1: 2,373 shares; 2025Q2: 4,274 shares; 2025Q3: 6,949 shares; 2025Q4: 25,334 shares; 2026Q1: 18,040 shares 18,040 $2.13M 0.06% -7,294 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,219 shares; 2025Q1: 1,642 shares; 2025Q2: 476 shares; 2025Q3: 296 shares; 2025Q4: 416 shares; 2026Q1: 627 shares 627 $2.12M 0.06% +211 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,470 shares; 2024Q4: 151,505 shares; 2025Q1: 87,757 shares; 2025Q2: 69,860 shares; 2025Q3: 44,139 shares; 2025Q4: 43,395 shares; 2026Q1: 21,917 shares 21,917 $2.11M 0.05% -21,478 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,118 shares; 2024Q4: 31,521 shares; 2025Q1: 32,413 shares; 2025Q2: 9,902 shares; 2025Q3: 18,170 shares; 2025Q4: 9,560 shares; 2026Q1: 25,959 shares 25,959 $2.1M 0.05% +16,399 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,423 shares; 2024Q4: 107 shares; 2025Q1: 17,144 shares; 2025Q2: 11,515 shares; 2025Q3: 2,695 shares; 2025Q4: not reported; 2026Q1: 31,693 shares 31,693 $2.1M 0.05% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,160 shares; 2024Q4: 29,341 shares; 2025Q1: 63,132 shares; 2025Q2: 57,728 shares; 2025Q3: 9,316 shares; 2025Q4: 18,161 shares; 2026Q1: 32,927 shares 32,927 $2.1M 0.05% +14,766 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10,537 shares; 2025Q3: not reported; 2025Q4: 17,219 shares; 2026Q1: 11,618 shares 11,618 $2.09M 0.05% -5,601 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,538 shares; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: 17,555 shares; 2025Q3: 27 shares; 2025Q4: 6,781 shares; 2026Q1: 21,302 shares 21,302 $2.07M 0.05% +14,521 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,399 shares; 2024Q4: 36,050 shares; 2025Q1: 8,377 shares; 2025Q2: 7,744 shares; 2025Q3: 9,246 shares; 2025Q4: 30,389 shares; 2026Q1: 32,556 shares 32,556 $2.04M 0.05% +2,167 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,194 shares; 2024Q4: 33,833 shares; 2025Q1: 40,834 shares; 2025Q2: 8,182 shares; 2025Q3: 11,688 shares; 2025Q4: 9,636 shares; 2026Q1: 21,005 shares 21,005 $2.04M 0.05% +11,369 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 3,887 shares; 2025Q1: 9,529 shares; 2025Q2: 8,573 shares; 2025Q3: 4,267 shares; 2025Q4: 4,536 shares; 2026Q1: 12,484 shares 12,484 $2.04M 0.05% +7,948 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 6,465 shares; 2025Q1: 9,359 shares; 2025Q2: 35,536 shares; 2025Q3: 17,786 shares; 2025Q4: not reported; 2026Q1: 81,280 shares 81,280 $2.03M 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 26,807 shares; 2025Q1: 7,383 shares; 2025Q2: 7,049 shares; 2025Q3: 7,588 shares; 2025Q4: 21,578 shares; 2026Q1: 22,084 shares 22,084 $2.03M 0.05% +506 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 5,017 shares; 2025Q1: 1 shares; 2025Q2: 2,880 shares; 2025Q3: 684 shares; 2025Q4: 2,820 shares; 2026Q1: 2,773 shares 2,773 $2.02M 0.05% -47 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,106 shares; 2024Q4: 23,121 shares; 2025Q1: 22,191 shares; 2025Q2: 31,286 shares; 2025Q3: 12,328 shares; 2025Q4: 8,210 shares; 2026Q1: 56,494 shares 56,494 $2.02M 0.05% +48,284 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 9,073 shares; 2025Q1: 649 shares; 2025Q2: 24 shares; 2025Q3: 114,222 shares; 2025Q4: 155,915 shares; 2026Q1: 153,428 shares 153,428 $2.01M 0.05% -2,487 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: 6,504 shares; 2025Q3: 875 shares; 2025Q4: 2,080 shares; 2026Q1: 13,830 shares 13,830 $2.01M 0.05% +11,750 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,527 shares 19,527 $2M 0.05% new Timeline LKFT LAKEFRONT BIOTHERAPEUTICS NV More: the full row for LAKEFRONT BIOTHERAPEUTICS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 830 shares; 2025Q1: 1,385 shares; 2025Q2: 79,135 shares; 2025Q3: 597 shares; 2025Q4: 548 shares; 2026Q1: 66,536 shares 66,536 $2M 0.05% +65,988 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,376 shares; 2025Q4: 183,859 shares; 2026Q1: 91,739 shares 91,739 $1.99M 0.05% -92,120 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,524 shares; 2024Q4: 26 shares; 2025Q1: 18,128 shares; 2025Q2: 1,596 shares; 2025Q3: 14,710 shares; 2025Q4: 16,979 shares; 2026Q1: 32,274 shares 32,274 $1.97M 0.05% +15,295 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,842 shares; 2024Q4: 35,668 shares; 2025Q1: 22,917 shares; 2025Q2: 5,726 shares; 2025Q3: 32,562 shares; 2025Q4: 11,701 shares; 2026Q1: 42,166 shares 42,166 $1.97M 0.05% +30,465 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,412 shares; 2024Q4: 101,189 shares; 2025Q1: 59,976 shares; 2025Q2: 45,795 shares; 2025Q3: 25,165 shares; 2025Q4: 66,351 shares; 2026Q1: 13,362 shares 13,362 $1.97M 0.05% -52,989 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,560 shares; 2024Q4: 13,628 shares; 2025Q1: 10,698 shares; 2025Q2: 19,882 shares; 2025Q3: 7,692 shares; 2025Q4: 4,521 shares; 2026Q1: 19,177 shares 19,177 $1.96M 0.05% +14,656 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,713 shares; 2026Q1: 19,717 shares 19,717 $1.95M 0.05% +4,004 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,560 shares; 2024Q4: 7,280 shares; 2025Q1: 8,142 shares; 2025Q2: 6,461 shares; 2025Q3: 11,527 shares; 2025Q4: 8,237 shares; 2026Q1: 14,890 shares 14,890 $1.95M 0.05% +6,653 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,322 shares; 2025Q1: 90,305 shares; 2025Q2: 13,504 shares; 2025Q3: 2,424 shares; 2025Q4: 21,255 shares; 2026Q1: 79,942 shares 79,942 $1.95M 0.05% +58,687 Timeline IBII ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,769 shares 74,769 $1.94M 0.05% new Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 2,160 shares; 2025Q1: 983 shares; 2025Q2: 1,671 shares; 2025Q3: 247,869 shares; 2025Q4: 220,938 shares; 2026Q1: 74,953 shares 74,953 $1.93M 0.05% -145,985 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,054 shares; 2025Q4: 61,037 shares; 2026Q1: 83,123 shares 83,123 $1.91M 0.05% +22,086 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277,502 shares; 2025Q4: 44,716 shares; 2026Q1: 82,192 shares 82,192 $1.9M 0.05% +37,476 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 2,894 shares; 2025Q2: 27,211 shares; 2025Q3: 4,560 shares; 2025Q4: not reported; 2026Q1: 15,220 shares 15,220 $1.9M 0.05% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 11,631 shares; 2025Q1: 3,065 shares; 2025Q2: 5,731 shares; 2025Q3: 4,769 shares; 2025Q4: 5,600 shares; 2026Q1: 10,608 shares 10,608 $1.9M 0.05% +5,008 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 5,820 shares; 2025Q1: 5,429 shares; 2025Q2: 18,586 shares; 2025Q3: 7,035 shares; 2025Q4: 24,554 shares; 2026Q1: 28,333 shares 28,333 $1.9M 0.05% +3,779 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,710 shares; 2024Q4: 99,530 shares; 2025Q1: 18,128 shares; 2025Q2: 10,121 shares; 2025Q3: 28,938 shares; 2025Q4: 81,582 shares; 2026Q1: 82,678 shares 82,678 $1.86M 0.05% +1,096 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 42,176 shares; 2025Q1: 4,271 shares; 2025Q2: 3,473 shares; 2025Q3: 3,663 shares; 2025Q4: 33,591 shares; 2026Q1: 34,651 shares 34,651 $1.86M 0.05% +1,060 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,574 shares; 2024Q4: 116,150 shares; 2025Q1: 62,966 shares; 2025Q2: 40,912 shares; 2025Q3: 84,871 shares; 2025Q4: 61,430 shares; 2026Q1: 57,840 shares 57,840 $1.85M 0.05% -3,590 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,093 shares; 2024Q4: 70,616 shares; 2025Q1: 18,858 shares; 2025Q2: 28,570 shares; 2025Q3: 14,743 shares; 2025Q4: 31,754 shares; 2026Q1: 11,511 shares 11,511 $1.84M 0.05% -20,243 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,704 shares 34,704 $1.83M 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,628 shares; 2024Q4: 76,218 shares; 2025Q1: 42,947 shares; 2025Q2: 52,187 shares; 2025Q3: 24,281 shares; 2025Q4: 18,131 shares; 2026Q1: 16,869 shares 16,869 $1.83M 0.05% -1,262 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 1 shares; 2025Q1: 952 shares; 2025Q2: 385 shares; 2025Q3: 2,917 shares; 2025Q4: 1,117 shares; 2026Q1: 7,696 shares 7,696 $1.82M 0.05% +6,579 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 27,391 shares; 2025Q3: 72,256 shares; 2025Q4: not reported; 2026Q1: 36,400 shares 36,400 $1.82M 0.05% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 2,855 shares; 2025Q3: 2,456 shares; 2025Q4: 8,023 shares; 2026Q1: 25,836 shares 25,836 $1.81M 0.05% +17,813 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 273 shares; 2025Q1: not reported; 2025Q2: 23,482 shares; 2025Q3: 50,446 shares; 2025Q4: 5,693 shares; 2026Q1: 59,342 shares 59,342 $1.81M 0.05% +53,649 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 2,639 shares; 2026Q1: 36,168 shares 36,168 $1.81M 0.05% +33,529 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 9,408 shares; 2025Q1: 114,056 shares; 2025Q2: 123,457 shares; 2025Q3: 32,563 shares; 2025Q4: 2,696 shares; 2026Q1: 34,744 shares 34,744 $1.81M 0.05% +32,048 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,727 shares; 2024Q4: 31,055 shares; 2025Q1: 50,965 shares; 2025Q2: 18,934 shares; 2025Q3: 24,951 shares; 2025Q4: 10,681 shares; 2026Q1: 35,803 shares 35,803 $1.8M 0.05% +25,122 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 16,648 shares; 2025Q1: 7,857 shares; 2025Q2: 3,663 shares; 2025Q3: 3,224 shares; 2025Q4: 5,410 shares; 2026Q1: 4,317 shares 4,317 $1.8M 0.05% -1,093 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 6,739 shares; 2025Q1: 5,511 shares; 2025Q2: 1,809 shares; 2025Q3: 3,056 shares; 2025Q4: 2,238 shares; 2026Q1: 2,065 shares 2,065 $1.79M 0.05% -173 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 18,694 shares; 2025Q2: not reported; 2025Q3: 7,933 shares; 2025Q4: not reported; 2026Q1: 18,288 shares 18,288 $1.77M 0.05% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 6,484 shares; 2025Q1: 6,325 shares; 2025Q2: 8,498 shares; 2025Q3: 3,855 shares; 2025Q4: 2,438 shares; 2026Q1: 6,515 shares 6,515 $1.76M 0.05% +4,077 Timeline IBIL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,212 shares 69,212 $1.76M 0.05% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 16,265 shares; 2025Q1: 16,236 shares; 2025Q2: 15,063 shares; 2025Q3: 18,226 shares; 2025Q4: 17,065 shares; 2026Q1: 21,664 shares 21,664 $1.76M 0.05% +4,599 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 123,999 shares; 2025Q1: 59,311 shares; 2025Q2: 153,958 shares; 2025Q3: 75,526 shares; 2025Q4: 58,100 shares; 2026Q1: 28,860 shares 28,860 $1.75M 0.05% -29,240 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,259 shares; 2024Q4: 95,009 shares; 2025Q1: 125,663 shares; 2025Q2: 248,215 shares; 2025Q3: 221,403 shares; 2025Q4: 69,509 shares; 2026Q1: 29,833 shares 29,833 $1.74M 0.05% -39,676 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 12 shares; 2025Q3: 1 shares; 2025Q4: 36,417 shares; 2026Q1: 17,149 shares 17,149 $1.73M 0.04% -19,268 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 196 shares; 2025Q1: 36,924 shares; 2025Q2: 10,716 shares; 2025Q3: 14 shares; 2025Q4: 7,097 shares; 2026Q1: 27,888 shares 27,888 $1.72M 0.04% +20,791 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 60,028 shares; 2025Q1: 12,047 shares; 2025Q2: 8,485 shares; 2025Q3: 25,968 shares; 2025Q4: 17,877 shares; 2026Q1: 33,728 shares 33,728 $1.71M 0.04% +15,851 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 15,874 shares; 2025Q1: 7,181 shares; 2025Q2: 8,696 shares; 2025Q3: 5,909 shares; 2025Q4: 7,333 shares; 2026Q1: 1,958 shares 1,958 $1.71M 0.04% -5,375 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 9,331 shares; 2025Q1: 3,645 shares; 2025Q2: 9,165 shares; 2025Q3: 3,241 shares; 2025Q4: 4,983 shares; 2026Q1: 3,912 shares 3,912 $1.7M 0.04% -1,071 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 1,828 shares; 2025Q1: 23,078 shares; 2025Q2: 386 shares; 2025Q3: 13,948 shares; 2025Q4: 3,244 shares; 2026Q1: 8,333 shares 8,333 $1.69M 0.04% +5,089 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 12,688 shares; 2025Q1: 3,081 shares; 2025Q2: 18,312 shares; 2025Q3: 3,611 shares; 2025Q4: 9,282 shares; 2026Q1: 13,025 shares 13,025 $1.69M 0.04% +3,743 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 1,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,433 shares; 2025Q4: 4,985 shares; 2026Q1: 14,748 shares 14,748 $1.66M 0.04% +9,763 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,140 shares; 2024Q4: 19,796 shares; 2025Q1: 13,976 shares; 2025Q2: 13,813 shares; 2025Q3: 4,933 shares; 2025Q4: 12,670 shares; 2026Q1: 20,575 shares 20,575 $1.66M 0.04% +7,905 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,423 shares; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 86,156 shares; 2025Q3: 22 shares; 2025Q4: 129,617 shares; 2026Q1: 33,489 shares 33,489 $1.65M 0.04% -96,128 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,544 shares; 2024Q4: 40,659 shares; 2025Q1: 50,634 shares; 2025Q2: 16,134 shares; 2025Q3: 15,947 shares; 2025Q4: 11,378 shares; 2026Q1: 32,262 shares 32,262 $1.63M 0.04% +20,884 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,161 shares; 2024Q4: 41,079 shares; 2025Q1: 24,051 shares; 2025Q2: 20,530 shares; 2025Q3: 24,172 shares; 2025Q4: 27,822 shares; 2026Q1: 34,778 shares 34,778 $1.63M 0.04% +6,956 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: 22,276 shares; 2025Q3: 142,029 shares; 2025Q4: not reported; 2026Q1: 63,785 shares 63,785 $1.63M 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,858 shares; 2024Q4: 22,366 shares; 2025Q1: 13,913 shares; 2025Q2: 10,658 shares; 2025Q3: 6,360 shares; 2025Q4: 17,381 shares; 2026Q1: 4,532 shares 4,532 $1.62M 0.04% -12,849 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 5,642 shares; 2025Q1: 5,102 shares; 2025Q2: 1,267 shares; 2025Q3: 1,728 shares; 2025Q4: 3,203 shares; 2026Q1: 9,962 shares 9,962 $1.62M 0.04% +6,759 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,141 shares; 2025Q1: 7,925 shares; 2025Q2: 144 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,930 shares 10,930 $1.61M 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 25,343 shares; 2025Q1: 57,836 shares; 2025Q2: 21,051 shares; 2025Q3: 18,330 shares; 2025Q4: 21,425 shares; 2026Q1: 11,150 shares 11,150 $1.61M 0.04% -10,275 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 3,623 shares; 2025Q1: 2,755 shares; 2025Q2: 2,697 shares; 2025Q3: 872 shares; 2025Q4: 3,022 shares; 2026Q1: 2,984 shares 2,984 $1.61M 0.04% -38 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,145 shares; 2026Q1: 17,221 shares 17,221 $1.61M 0.04% +13,076 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,712 shares; 2024Q4: 6,513 shares; 2025Q1: 49,176 shares; 2025Q2: 9,552 shares; 2025Q3: 20,610 shares; 2025Q4: 57,569 shares; 2026Q1: 53,722 shares 53,722 $1.6M 0.04% -3,847 Timeline IBIJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,504 shares 61,504 $1.6M 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 27,640 shares; 2025Q1: 13,652 shares; 2025Q2: 5,180 shares; 2025Q3: 7,125 shares; 2025Q4: 9,554 shares; 2026Q1: 6,839 shares 6,839 $1.58M 0.04% -2,715 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 13,039 shares; 2025Q1: 5,333 shares; 2025Q2: 11,361 shares; 2025Q3: 4,932 shares; 2025Q4: 4,258 shares; 2026Q1: 9,295 shares 9,295 $1.57M 0.04% +5,037 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,840 shares 49,840 $1.57M 0.04% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,176 shares; 2025Q2: not reported; 2025Q3: 10,710 shares; 2025Q4: 3,410 shares; 2026Q1: 46,151 shares 46,151 $1.56M 0.04% +42,741 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,800 shares; 2024Q4: 42,153 shares; 2025Q1: 58,147 shares; 2025Q2: 23,699 shares; 2025Q3: 17,798 shares; 2025Q4: 39,601 shares; 2026Q1: 40,713 shares 40,713 $1.56M 0.04% +1,112 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,902 shares; 2026Q1: 13,457 shares 13,457 $1.55M 0.04% +5,555 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,664 shares; 2024Q4: 40,962 shares; 2025Q1: 15,962 shares; 2025Q2: 29,863 shares; 2025Q3: 5,298 shares; 2025Q4: 8,908 shares; 2026Q1: 41,324 shares 41,324 $1.55M 0.04% +32,416 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,084 shares; 2026Q1: 75,884 shares 75,884 $1.55M 0.04% -61,200 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,859 shares; 2024Q4: 35,847 shares; 2025Q1: 11,221 shares; 2025Q2: 27,907 shares; 2025Q3: 8,756 shares; 2025Q4: 17,310 shares; 2026Q1: 33,756 shares 33,756 $1.55M 0.04% +16,446 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: not reported; 2026Q1: 30,829 shares 30,829 $1.55M 0.04% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,361 shares; 2026Q1: 39,153 shares 39,153 $1.54M 0.04% +23,792 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,082 shares; 2024Q4: 451 shares; 2025Q1: 134,427 shares; 2025Q2: 18,308 shares; 2025Q3: 58,344 shares; 2025Q4: 38,211 shares; 2026Q1: 214,893 shares 214,893 $1.52M 0.04% +176,682 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 486 shares; 2025Q1: 721 shares; 2025Q2: 24,506 shares; 2025Q3: 41,927 shares; 2025Q4: 272 shares; 2026Q1: 20,124 shares 20,124 $1.52M 0.04% +19,852 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,536 shares; 2024Q4: 73,356 shares; 2025Q1: 52,260 shares; 2025Q2: 121,176 shares; 2025Q3: 26,446 shares; 2025Q4: 1,141 shares; 2026Q1: 34,342 shares 34,342 $1.52M 0.04% +33,201 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 50,054 shares; 2025Q1: 7,246 shares; 2025Q2: 13,179 shares; 2025Q3: 18,628 shares; 2025Q4: 35,732 shares; 2026Q1: 11,996 shares 11,996 $1.51M 0.04% -23,736 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 10,826 shares; 2025Q1: 4,097 shares; 2025Q2: 2,358 shares; 2025Q3: 3,207 shares; 2025Q4: 7,774 shares; 2026Q1: 4,277 shares 4,277 $1.51M 0.04% -3,497 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,278 shares; 2024Q4: 37,898 shares; 2025Q1: 59,662 shares; 2025Q2: 26,999 shares; 2025Q3: 35,655 shares; 2025Q4: 20,519 shares; 2026Q1: 67,100 shares 67,100 $1.51M 0.04% +46,581 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 22,549 shares; 2025Q1: 10,108 shares; 2025Q2: 5,653 shares; 2025Q3: 4,223 shares; 2025Q4: 16,792 shares; 2026Q1: 6,268 shares 6,268 $1.5M 0.04% -10,524 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 10,366 shares; 2025Q1: 4,226 shares; 2025Q2: 2,569 shares; 2025Q3: 1,151 shares; 2025Q4: 4,471 shares; 2026Q1: 9,945 shares 9,945 $1.49M 0.04% +5,474 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,841 shares; 2026Q1: 29,341 shares 29,341 $1.49M 0.04% +26,500 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 6,662 shares; 2025Q1: 2,184 shares; 2025Q2: 3,625 shares; 2025Q3: 3,132 shares; 2025Q4: 3,459 shares; 2026Q1: 3,349 shares 3,349 $1.49M 0.04% -110 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 8,755 shares; 2025Q1: 9,826 shares; 2025Q2: 3,831 shares; 2025Q3: 6,973 shares; 2025Q4: 5,144 shares; 2026Q1: 6,246 shares 6,246 $1.49M 0.04% +1,102 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,978 shares; 2024Q4: 49,294 shares; 2025Q1: 70,488 shares; 2025Q2: 9,385 shares; 2025Q3: 19,509 shares; 2025Q4: 15,852 shares; 2026Q1: 23,888 shares 23,888 $1.48M 0.04% +8,036 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 13,342 shares; 2025Q1: 14,691 shares; 2025Q2: 7,565 shares; 2025Q3: 2,584 shares; 2025Q4: 8,578 shares; 2026Q1: 6,977 shares 6,977 $1.47M 0.04% -1,601 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 17,584 shares; 2025Q1: 29,029 shares; 2025Q2: 10,865 shares; 2025Q3: 8,568 shares; 2025Q4: 8,522 shares; 2026Q1: 24,895 shares 24,895 $1.47M 0.04% +16,373 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,709 shares; 2024Q4: 31,122 shares; 2025Q1: 18,014 shares; 2025Q2: 12,742 shares; 2025Q3: 6,182 shares; 2025Q4: 14,458 shares; 2026Q1: 78,598 shares 78,598 $1.47M 0.04% +64,140 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,793 shares; 2024Q4: 29,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,422 shares; 2025Q4: not reported; 2026Q1: 41,177 shares 41,177 $1.46M 0.04% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 8,490 shares; 2025Q1: 3,180 shares; 2025Q2: 1,150 shares; 2025Q3: 1,922 shares; 2025Q4: 2,707 shares; 2026Q1: 7,704 shares 7,704 $1.46M 0.04% +4,997 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 25,424 shares; 2025Q1: 33,771 shares; 2025Q2: 4,650 shares; 2025Q3: 8,348 shares; 2025Q4: 24,770 shares; 2026Q1: 12,973 shares 12,973 $1.46M 0.04% -11,797 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,872 shares; 2025Q4: 50,489 shares; 2026Q1: 29,038 shares 29,038 $1.45M 0.04% -21,451 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: 1,477 shares; 2026Q1: 17,531 shares 17,531 $1.45M 0.04% +16,054 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,537 shares; 2024Q4: 20,764 shares; 2025Q1: 25,072 shares; 2025Q2: 9,892 shares; 2025Q3: 10,317 shares; 2025Q4: 3,802 shares; 2026Q1: 5,860 shares 5,860 $1.45M 0.04% +2,058 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 13,957 shares; 2025Q1: 10,608 shares; 2025Q2: 7,072 shares; 2025Q3: 3,968 shares; 2025Q4: 8,386 shares; 2026Q1: 5,562 shares 5,562 $1.45M 0.04% -2,824 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,497 shares; 2024Q4: 37,639 shares; 2025Q1: 81,432 shares; 2025Q2: 24,006 shares; 2025Q3: 53,752 shares; 2025Q4: 78,060 shares; 2026Q1: 52,263 shares 52,263 $1.43M 0.04% -25,797 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 2,521 shares; 2025Q1: 318 shares; 2025Q2: 3,400 shares; 2025Q3: 1,311 shares; 2025Q4: 785 shares; 2026Q1: 4,707 shares 4,707 $1.42M 0.04% +3,922 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 4,429 shares; 2025Q1: 9,350 shares; 2025Q2: 2,949 shares; 2025Q3: 6,722 shares; 2025Q4: 2,224 shares; 2026Q1: 11,614 shares 11,614 $1.42M 0.04% +9,390 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,370 shares; 2024Q4: 22,711 shares; 2025Q1: 26,177 shares; 2025Q2: 25,726 shares; 2025Q3: 55,353 shares; 2025Q4: 45,014 shares; 2026Q1: 73,781 shares 73,781 $1.41M 0.04% +28,767 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 18,592 shares; 2025Q1: 9,798 shares; 2025Q2: 14,880 shares; 2025Q3: 4,308 shares; 2025Q4: 5,890 shares; 2026Q1: 5,294 shares 5,294 $1.41M 0.04% -596 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 33,834 shares; 2025Q1: 16,857 shares; 2025Q2: 13,644 shares; 2025Q3: 4,193 shares; 2025Q4: 14,410 shares; 2026Q1: 16,578 shares 16,578 $1.41M 0.04% +2,168 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,949 shares; 2024Q4: 48,672 shares; 2025Q1: 56,225 shares; 2025Q2: 36,654 shares; 2025Q3: 32,461 shares; 2025Q4: 59,016 shares; 2026Q1: 26,370 shares 26,370 $1.41M 0.04% -32,646 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 24,921 shares; 2025Q1: 17,337 shares; 2025Q2: 15,678 shares; 2025Q3: 30,727 shares; 2025Q4: 16,951 shares; 2026Q1: 26,082 shares 26,082 $1.41M 0.04% +9,131 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 7,151 shares; 2025Q1: 5,215 shares; 2025Q2: 1,729 shares; 2025Q3: 1,562 shares; 2025Q4: 4,359 shares; 2026Q1: 2,054 shares 2,054 $1.4M 0.04% -2,305 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,244 shares; 2025Q1: 114,030 shares; 2025Q2: not reported; 2025Q3: 14,962 shares; 2025Q4: 18,957 shares; 2026Q1: 27,247 shares 27,247 $1.38M 0.04% +8,290 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 3,128 shares; 2025Q1: 15,130 shares; 2025Q2: 14,151 shares; 2025Q3: 2,141 shares; 2025Q4: 1,800 shares; 2026Q1: 4,244 shares 4,244 $1.38M 0.04% +2,444 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 3,729 shares; 2025Q1: 6,780 shares; 2025Q2: 1,049 shares; 2025Q3: 2,632 shares; 2025Q4: 3,829 shares; 2026Q1: 5,399 shares 5,399 $1.37M 0.04% +1,570 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,991 shares; 2025Q1: 3,104 shares; 2025Q2: 24,525 shares; 2025Q3: not reported; 2025Q4: 37,596 shares; 2026Q1: 36,211 shares 36,211 $1.37M 0.04% -1,385 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,221 shares; 2024Q4: 90,682 shares; 2025Q1: 42,889 shares; 2025Q2: 66,049 shares; 2025Q3: 90,909 shares; 2025Q4: 34,587 shares; 2026Q1: 25,974 shares 25,974 $1.37M 0.04% -8,613 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 10,325 shares; 2025Q1: 3,272 shares; 2025Q2: 4,219 shares; 2025Q3: 1,367 shares; 2025Q4: 2,833 shares; 2026Q1: 6,591 shares 6,591 $1.37M 0.04% +3,758 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 166 shares; 2025Q1: 49,315 shares; 2025Q2: 1,280 shares; 2025Q3: 26,059 shares; 2025Q4: 9,256 shares; 2026Q1: 33,369 shares 33,369 $1.35M 0.04% +24,113 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 9,115 shares; 2025Q1: 6,834 shares; 2025Q2: 2,020 shares; 2025Q3: 2,125 shares; 2025Q4: 4,217 shares; 2026Q1: 4,295 shares 4,295 $1.35M 0.04% +78 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,754 shares; 2024Q4: 135,614 shares; 2025Q1: 80,110 shares; 2025Q2: 46,957 shares; 2025Q3: 22,749 shares; 2025Q4: 47,638 shares; 2026Q1: 18,696 shares 18,696 $1.34M 0.03% -28,942 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,294 shares; 2024Q4: 110,992 shares; 2025Q1: 137,613 shares; 2025Q2: 176,425 shares; 2025Q3: 74,467 shares; 2025Q4: 154,263 shares; 2026Q1: 5,415 shares 5,415 $1.34M 0.03% -148,848 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,173 shares; 2024Q4: 15,322 shares; 2025Q1: 25,574 shares; 2025Q2: 1,003 shares; 2025Q3: 19,118 shares; 2025Q4: 5,622 shares; 2026Q1: 12,269 shares 12,269 $1.33M 0.03% +6,647 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,888 shares; 2025Q4: 34,096 shares; 2026Q1: 26,244 shares 26,244 $1.33M 0.03% -7,852 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 15,142 shares; 2025Q1: 10,980 shares; 2025Q2: 29,566 shares; 2025Q3: 5,284 shares; 2025Q4: 8,724 shares; 2026Q1: 4,960 shares 4,960 $1.32M 0.03% -3,764 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,375 shares; 2024Q4: 33,753 shares; 2025Q1: 26,673 shares; 2025Q2: 6,934 shares; 2025Q3: 5,936 shares; 2025Q4: 6,573 shares; 2026Q1: 21,809 shares 21,809 $1.31M 0.03% +15,236 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,951 shares; 2024Q4: 43,933 shares; 2025Q1: not reported; 2025Q2: 43,126 shares; 2025Q3: 7,667 shares; 2025Q4: 1,357 shares; 2026Q1: 41,395 shares 41,395 $1.31M 0.03% +40,038 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 3,595 shares; 2025Q1: not reported; 2025Q2: 6,065 shares; 2025Q3: 274 shares; 2025Q4: 2,124 shares; 2026Q1: 14,534 shares 14,534 $1.3M 0.03% +12,410 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,805 shares; 2024Q4: 19,678 shares; 2025Q1: 25,278 shares; 2025Q2: 4,032 shares; 2025Q3: 7,600 shares; 2025Q4: 5,571 shares; 2026Q1: 11,194 shares 11,194 $1.3M 0.03% +5,623 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: 24,335 shares; 2025Q1: 8,897 shares; 2025Q2: 6,979 shares; 2025Q3: 8,408 shares; 2025Q4: 16,735 shares; 2026Q1: 14,008 shares 14,008 $1.29M 0.03% -2,727 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,706 shares; 2024Q4: 25,298 shares; 2025Q1: 21,047 shares; 2025Q2: 7,414 shares; 2025Q3: 18,244 shares; 2025Q4: 6,424 shares; 2026Q1: 17,541 shares 17,541 $1.28M 0.03% +11,117 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 30,544 shares; 2025Q1: 19,595 shares; 2025Q2: 18,945 shares; 2025Q3: 6,489 shares; 2025Q4: 18,282 shares; 2026Q1: 5,385 shares 5,385 $1.27M 0.03% -12,897 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 111 shares; 2025Q1: 4,414 shares; 2025Q2: 11,916 shares; 2025Q3: 752 shares; 2025Q4: 5,734 shares; 2026Q1: 13,468 shares 13,468 $1.27M 0.03% +7,734 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,102 shares; 2024Q4: 63,684 shares; 2025Q1: 66,740 shares; 2025Q2: 17,413 shares; 2025Q3: 28,645 shares; 2025Q4: 22,114 shares; 2026Q1: 14,901 shares 14,901 $1.27M 0.03% -7,213 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 34,005 shares; 2025Q1: 15,914 shares; 2025Q2: 20,717 shares; 2025Q3: 21,025 shares; 2025Q4: 34,124 shares; 2026Q1: 55,435 shares 55,435 $1.26M 0.03% +21,311 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 2,685 shares; 2025Q1: 2,435 shares; 2025Q2: 22,268 shares; 2025Q3: 18,431 shares; 2025Q4: 6,683 shares; 2026Q1: 17,729 shares 17,729 $1.25M 0.03% +11,046 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 30,437 shares; 2025Q1: 17,923 shares; 2025Q2: 10,295 shares; 2025Q3: 2,096 shares; 2025Q4: 6,845 shares; 2026Q1: 24,604 shares 24,604 $1.24M 0.03% +17,759 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 7,095 shares; 2025Q1: 17,051 shares; 2025Q2: 32,053 shares; 2025Q3: 57,339 shares; 2025Q4: 12,038 shares; 2026Q1: 52,002 shares 52,002 $1.23M 0.03% +39,964 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 13,589 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 11,629 shares 11,629 $1.23M 0.03% +11,607 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 10,546 shares; 2025Q1: 21,249 shares; 2025Q2: 13,871 shares; 2025Q3: 12,149 shares; 2025Q4: 14,447 shares; 2026Q1: 29,960 shares 29,960 $1.23M 0.03% +15,513 Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,396 shares 46,396 $1.21M 0.03% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,014 shares; 2024Q4: 9,930 shares; 2025Q1: 2,116 shares; 2025Q2: 22,672 shares; 2025Q3: 2,184 shares; 2025Q4: 2,527 shares; 2026Q1: 9,511 shares 9,511 $1.21M 0.03% +6,984 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: not reported; 2025Q1: 64,689 shares; 2025Q2: 8,363 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 6,306 shares 6,306 $1.21M 0.03% new Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,247 shares; 2025Q1: 22,239 shares; 2025Q2: 6,023 shares; 2025Q3: 52,709 shares; 2025Q4: 26,586 shares; 2026Q1: 77,979 shares 77,979 $1.19M 0.03% +51,393 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,184 shares; 2024Q4: 26,347 shares; 2025Q1: 36,109 shares; 2025Q2: 35,829 shares; 2025Q3: 22,821 shares; 2025Q4: 15,762 shares; 2026Q1: 48,332 shares 48,332 $1.18M 0.03% +32,570 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,933 shares; 2024Q4: 12,621 shares; 2025Q1: 8,709 shares; 2025Q2: 143,241 shares; 2025Q3: 1,767 shares; 2025Q4: not reported; 2026Q1: 32,014 shares 32,014 $1.18M 0.03% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 12,709 shares; 2025Q1: 3,465 shares; 2025Q2: 1,386 shares; 2025Q3: 2,542 shares; 2025Q4: 5,044 shares; 2026Q1: 7,648 shares 7,648 $1.17M 0.03% +2,604 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: not reported; 2025Q1: 9,004 shares; 2025Q2: 4,083 shares; 2025Q3: 3,100 shares; 2025Q4: not reported; 2026Q1: 5,099 shares 5,099 $1.17M 0.03% new Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 8,140 shares; 2025Q1: 2,923 shares; 2025Q2: 1,013 shares; 2025Q3: 9,434 shares; 2025Q4: 73 shares; 2026Q1: 11,292 shares 11,292 $1.16M 0.03% +11,219 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,707 shares; 2024Q4: 15,491 shares; 2025Q1: 15,959 shares; 2025Q2: 8,668 shares; 2025Q3: 10,381 shares; 2025Q4: 8,824 shares; 2026Q1: 7,954 shares 7,954 $1.16M 0.03% -870 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 1,742 shares; 2025Q1: 26,778 shares; 2025Q2: 30,361 shares; 2025Q3: 48,851 shares; 2025Q4: 5,694 shares; 2026Q1: 12,288 shares 12,288 $1.16M 0.03% +6,594 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,316 shares; 2025Q1: 1,495 shares; 2025Q2: 2,333 shares; 2025Q3: 134 shares; 2025Q4: 898 shares; 2026Q1: 1,574 shares 1,574 $1.16M 0.03% +676 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 2,763 shares; 2025Q1: 2,323 shares; 2025Q2: 1,455 shares; 2025Q3: 3,215 shares; 2025Q4: 2,456 shares; 2026Q1: 8,122 shares 8,122 $1.16M 0.03% +5,666 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,609 shares; 2024Q4: 16,733 shares; 2025Q1: 20,506 shares; 2025Q2: 2,558 shares; 2025Q3: 3,335 shares; 2025Q4: 8,449 shares; 2026Q1: 14,030 shares 14,030 $1.15M 0.03% +5,581 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,528 shares; 2024Q4: 4,435 shares; 2025Q1: 2,214 shares; 2025Q2: 7,077 shares; 2025Q3: 3,874 shares; 2025Q4: 2,307 shares; 2026Q1: 5,700 shares 5,700 $1.15M 0.03% +3,393 Timeline UTHY RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 27,989 shares 27,989 $1.14M 0.03% +27,902 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,404 shares; 2024Q4: 39,746 shares; 2025Q1: 16,643 shares; 2025Q2: 17,365 shares; 2025Q3: 9,166 shares; 2025Q4: 10,230 shares; 2026Q1: 5,737 shares 5,737 $1.14M 0.03% -4,493 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,516 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,053 shares; 2025Q4: 115,107 shares; 2026Q1: 149,383 shares 149,383 $1.14M 0.03% +34,276 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,042 shares; 2024Q4: 7,074 shares; 2025Q1: 7,859 shares; 2025Q2: 4,298 shares; 2025Q3: 5,192 shares; 2025Q4: 10,426 shares; 2026Q1: 14,998 shares 14,998 $1.13M 0.03% +4,572 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: not reported; 2026Q1: 17,132 shares 17,132 $1.13M 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 23,265 shares; 2025Q1: 15,494 shares; 2025Q2: 21,515 shares; 2025Q3: 17,876 shares; 2025Q4: 15,999 shares; 2026Q1: 14,591 shares 14,591 $1.12M 0.03% -1,408 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 1,714 shares; 2025Q1: 24,456 shares; 2025Q2: 23 shares; 2025Q3: 27,380 shares; 2025Q4: 15,491 shares; 2026Q1: 11,698 shares 11,698 $1.12M 0.03% -3,793 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,755 shares; 2024Q4: 41,685 shares; 2025Q1: 33,382 shares; 2025Q2: 30,314 shares; 2025Q3: 17,932 shares; 2025Q4: 27,461 shares; 2026Q1: 9,691 shares 9,691 $1.11M 0.03% -17,770 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 11,135 shares; 2025Q1: 6,759 shares; 2025Q2: 4,384 shares; 2025Q3: 10,608 shares; 2025Q4: 3,876 shares; 2026Q1: 2,354 shares 2,354 $1.11M 0.03% -1,522 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 9,497 shares; 2025Q1: not reported; 2025Q2: 7,858 shares; 2025Q3: 9,314 shares; 2025Q4: 7,893 shares; 2026Q1: 11,018 shares 11,018 $1.1M 0.03% +3,125 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 510 shares; 2025Q1: 311 shares; 2025Q2: 1,778 shares; 2025Q3: 211 shares; 2025Q4: 207 shares; 2026Q1: 3,193 shares 3,193 $1.1M 0.03% +2,986 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,123 shares; 2025Q3: 23,746 shares; 2025Q4: 4,004 shares; 2026Q1: 17,156 shares 17,156 $1.1M 0.03% +13,152 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,838 shares; 2024Q4: 54,444 shares; 2025Q1: 37,563 shares; 2025Q2: 44,767 shares; 2025Q3: 6,946 shares; 2025Q4: 37,423 shares; 2026Q1: 8,094 shares 8,094 $1.1M 0.03% -29,329 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,343 shares; 2024Q4: 10,827 shares; 2025Q1: 33,940 shares; 2025Q2: 64,301 shares; 2025Q3: 45,549 shares; 2025Q4: 19,469 shares; 2026Q1: 58,906 shares 58,906 $1.1M 0.03% +39,437 Timeline