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True Wealth Design, LLC

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13F filer, CIK 1966033, AKRON, OH

True Wealth Design, LLC reported $360,434,991 across 2,699 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 71.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001966033-26-000003

Period
2026-03-31
Reported value
$360M
Holdings
2,699
Top 10 weight
71.31%
New
290
Sold out
147

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BOXXadded+20,745$2.41M
DFACadded+36,715$1.43M
PMBSnew+24,135$1.2M
TYAadded+76,510$1M
DUHPadded+26,471$973K

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

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-7,267-$2.33M
VXUSexited-19,356-$1.46M
MTBAreduced-20,551-$1.02M
VCRBexited-9,158-$713K
DGROexited-3,785-$263K

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

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001966033-26-000003, largest first. % of portfolio is the value over $360,434,991, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,983 shares; 2024Q4: 564,479 shares; 2025Q1: 572,712 shares; 2025Q2: 371,368 shares; 2025Q3: 459,362 shares; 2025Q4: 476,286 shares; 2026Q1: 497,031 shares 497,031$57.8M16.04%+20,745Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502,386 shares; 2024Q4: 1,481,642 shares; 2025Q1: 1,458,834 shares; 2025Q2: 1,385,700 shares; 2025Q3: 1,383,479 shares; 2025Q4: 1,364,046 shares; 2026Q1: 1,400,761 shares 1,400,761$54.4M15.1%+36,715Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183,494 shares; 2024Q4: 1,195,050 shares; 2025Q1: 1,173,160 shares; 2025Q2: 1,070,046 shares; 2025Q3: 1,073,034 shares; 2025Q4: 1,048,537 shares; 2026Q1: 1,062,329 shares 1,062,329$37.7M10.47%+13,792Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,937 shares; 2024Q4: 770,716 shares; 2025Q1: 763,267 shares; 2025Q2: 703,846 shares; 2025Q3: 704,764 shares; 2025Q4: 694,569 shares; 2026Q1: 721,040 shares 721,040$26.5M7.35%+26,471Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786,462 shares; 2024Q4: 807,512 shares; 2025Q1: 806,016 shares; 2025Q2: 746,985 shares; 2025Q3: 739,518 shares; 2025Q4: 704,601 shares; 2026Q1: 701,289 shares 701,289$25.1M6.96%-3,312Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,238 shares; 2024Q4: 474,381 shares; 2025Q1: 473,836 shares; 2025Q2: 451,729 shares; 2025Q3: 456,845 shares; 2025Q4: 446,468 shares; 2026Q1: 459,116 shares 459,116$14.8M4.1%+12,648Timeline
TYASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745,093 shares; 2025Q3: 774,224 shares; 2025Q4: 825,844 shares; 2026Q1: 902,354 shares 902,354$11.8M3.29%+76,510Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,742 shares; 2025Q3: 216,384 shares; 2025Q4: 250,465 shares; 2026Q1: 229,914 shares 229,914$11.4M3.15%-20,551Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,476 shares; 2024Q4: 93,821 shares; 2025Q1: 92,622 shares; 2025Q2: 91,559 shares; 2025Q3: 91,107 shares; 2025Q4: 90,754 shares; 2026Q1: 96,036 shares 96,036$10.6M2.94%+5,282Timeline
RFIXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,013 shares; 2025Q3: 158,439 shares; 2025Q4: 166,412 shares; 2026Q1: 168,792 shares 168,792$6.83M1.89%+2,380Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,199 shares; 2024Q4: 66,692 shares; 2025Q1: 64,270 shares; 2025Q2: 66,905 shares; 2025Q3: 64,312 shares; 2025Q4: 60,369 shares; 2026Q1: 60,430 shares 60,430$5.13M1.42%+61Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,931 shares; 2024Q4: 20,326 shares; 2025Q1: 23,961 shares; 2025Q2: 45,514 shares; 2025Q3: 42,952 shares; 2025Q4: 40,811 shares; 2026Q1: 43,254 shares 43,254$4.81M1.33%+2,443Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,783 shares; 2024Q4: 57,793 shares; 2025Q1: 52,919 shares; 2025Q2: 45,889 shares; 2025Q3: 45,038 shares; 2025Q4: 42,604 shares; 2026Q1: 41,587 shares 41,587$2.6M0.72%-1,017Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,885 shares; 2024Q4: 42,559 shares; 2025Q1: 41,351 shares; 2025Q2: 40,810 shares; 2025Q3: 38,033 shares; 2025Q4: 36,817 shares; 2026Q1: 35,744 shares 35,744$2.53M0.7%-1,073Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,553 shares; 2025Q1: 6,120 shares; 2025Q2: 5,770 shares; 2025Q3: 7,646 shares; 2025Q4: 14,666 shares; 2026Q1: 7,399 shares 7,399$2.37M0.66%-7,267Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 7,109 shares; 2025Q1: 7,219 shares; 2025Q2: 7,449 shares; 2025Q3: 8,275 shares; 2025Q4: 8,578 shares; 2026Q1: 9,239 shares 9,239$2.34M0.65%+661Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,023 shares; 2024Q4: 66,188 shares; 2025Q1: 67,118 shares; 2025Q2: 63,932 shares; 2025Q3: 63,643 shares; 2025Q4: 62,830 shares; 2026Q1: 61,662 shares 61,662$2.16M0.6%-1,168Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,144 shares; 2025Q3: 67,593 shares; 2025Q4: 72,504 shares; 2026Q1: 73,907 shares 73,907$1.94M0.54%+1,403Timeline
TFLRT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,492 shares; 2024Q4: 42,363 shares; 2025Q1: 41,516 shares; 2025Q2: 41,124 shares; 2025Q3: 41,342 shares; 2025Q4: 40,601 shares; 2026Q1: 37,597 shares 37,597$1.89M0.53%-3,004Timeline
AVUQAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,812 shares; 2025Q3: 26,610 shares; 2025Q4: 23,152 shares; 2026Q1: 27,841 shares 27,841$1.58M0.44%+4,689Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,347 shares; 2025Q1: 4,708 shares; 2025Q2: 4,152 shares; 2025Q3: 6,152 shares; 2025Q4: 6,223 shares; 2026Q1: 7,644 shares 7,644$1.33M0.37%+1,421Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,135 shares 24,135$1.2M0.33%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,165 shares; 2025Q1: 1,452 shares; 2025Q2: 1,620 shares; 2025Q3: 2,028 shares; 2025Q4: 1,617 shares; 2026Q1: 3,972 shares 3,972$1.14M0.32%+2,355Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 18,990 shares; 2025Q3: 17,271 shares; 2025Q4: 15,732 shares; 2026Q1: 16,250 shares 16,250$975K0.27%+518Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,155 shares; 2025Q3: 1,105 shares; 2025Q4: 1,135 shares; 2026Q1: 1,118 shares 1,118$730K0.2%-17Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 835 shares; 2025Q1: 815 shares; 2025Q2: 803 shares; 2025Q3: 789 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares 1,017$721K0.2%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 784 shares; 2025Q1: 820 shares; 2025Q2: 827 shares; 2025Q3: 870 shares; 2025Q4: 892 shares; 2026Q1: 2,299 shares 2,299$715K0.2%+1,407Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 629 shares; 2025Q1: 966 shares; 2025Q2: 1,109 shares; 2025Q3: 1,501 shares; 2025Q4: 1,338 shares; 2026Q1: 1,925 shares 1,925$713K0.2%+587Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,665 shares; 2025Q1: 1,999 shares; 2025Q2: 1,890 shares; 2025Q3: 2,287 shares; 2025Q4: 2,414 shares; 2026Q1: 3,193 shares 3,193$665K0.18%+779Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 259 shares; 2025Q1: 392 shares; 2025Q2: 415 shares; 2025Q3: 525 shares; 2025Q4: 625 shares; 2026Q1: 2,202 shares 2,202$648K0.18%+1,577Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 3,108 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,093 shares; 2026Q1: 3,117 shares 3,117$637K0.18%+24Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 156 shares; 2025Q1: 273 shares; 2025Q2: 385 shares; 2025Q3: 473 shares; 2025Q4: 422 shares; 2026Q1: 447 shares 447$616K0.17%+25Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 1,225 shares; 2025Q1: 1,479 shares; 2025Q2: 1,014 shares; 2025Q3: 1,412 shares; 2025Q4: 1,396 shares; 2026Q1: 2,304 shares 2,304$563K0.16%+908Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 18,199 shares; 2025Q1: 17,104 shares; 2025Q2: 16,092 shares; 2025Q3: 17,046 shares; 2025Q4: 15,345 shares; 2026Q1: 14,795 shares 14,795$511K0.14%-550Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 1,331 shares; 2025Q1: 1,101 shares; 2025Q2: 1,179 shares; 2025Q3: 3,155 shares; 2025Q4: 3,585 shares; 2026Q1: 3,886 shares 3,886$483K0.13%+301Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,318 shares; 2025Q1: 1,435 shares; 2025Q2: 138 shares; 2025Q3: 1,074 shares; 2025Q4: 6,186 shares; 2026Q1: 7,620 shares 7,620$462K0.13%+1,434Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 644 shares; 2025Q1: 690 shares; 2025Q2: 1,042 shares; 2025Q3: 1,360 shares; 2025Q4: 1,369 shares; 2026Q1: 1,620 shares 1,620$460K0.13%+251Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 576 shares; 2025Q1: 612 shares; 2025Q2: 637 shares; 2025Q3: 625 shares; 2025Q4: 616 shares; 2026Q1: 4,845 shares 4,845$450K0.12%+4,229Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 515 shares; 2025Q1: 526 shares; 2025Q2: 527 shares; 2025Q3: 650 shares; 2025Q4: 676 shares; 2026Q1: 716 shares 716$433K0.12%+40Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 2,907 shares; 2025Q1: 6,964 shares; 2025Q2: 12,909 shares; 2025Q3: 12,846 shares; 2025Q4: 10,630 shares; 2026Q1: 10,344 shares 10,344$425K0.12%-286Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 140 shares; 2025Q1: 1,525 shares; 2025Q2: 2,309 shares; 2025Q3: 3,131 shares; 2025Q4: 3,117 shares; 2026Q1: 3,352 shares 3,352$424K0.12%+235Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 1,827 shares; 2025Q1: 6,933 shares; 2025Q2: 76 shares; 2025Q3: 10,435 shares; 2025Q4: 14,697 shares; 2026Q1: 23,822 shares 23,822$419K0.12%+9,125Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 712 shares; 2025Q1: 922 shares; 2025Q2: 758 shares; 2025Q3: 1,048 shares; 2025Q4: 872 shares; 2026Q1: 1,350 shares 1,350$418K0.12%+478Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 131 shares; 2025Q1: 139 shares; 2025Q2: 149 shares; 2025Q3: 151 shares; 2025Q4: 174 shares; 2026Q1: 433 shares 433$398K0.11%+259Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,288 shares 14,288$398K0.11%newTimeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 421 shares; 2025Q1: 1,895 shares; 2025Q2: 283 shares; 2025Q3: 2,353 shares; 2025Q4: 4,559 shares; 2026Q1: 5,315 shares 5,315$389K0.11%+756Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 1,585 shares; 2025Q1: 1,089 shares; 2025Q2: 1,050 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 12,511 shares 12,511$384K0.11%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 858 shares; 2025Q1: 175 shares; 2025Q2: 883 shares; 2025Q3: 2,817 shares; 2025Q4: 2,872 shares; 2026Q1: 2,989 shares 2,989$360K0.1%+117Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 929 shares; 2025Q1: 1,288 shares; 2025Q2: 594 shares; 2025Q3: 1,157 shares; 2025Q4: 1,514 shares; 2026Q1: 2,755 shares 2,755$348K0.1%+1,241Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,206 shares; 2025Q1: 5,206 shares; 2025Q2: 5,206 shares; 2025Q3: 5,206 shares; 2025Q4: 5,206 shares; 2026Q1: 4,850 shares 4,850$338K0.09%-356Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 389 shares; 2025Q1: 390 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 358 shares; 2026Q1: 377 shares 377$338K0.09%+19Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,467 shares; 2025Q1: 2,619 shares; 2025Q2: 2,248 shares; 2025Q3: 4,138 shares; 2025Q4: 4,495 shares; 2026Q1: 4,854 shares 4,854$336K0.09%+359Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,082 shares; 2025Q1: 1,281 shares; 2025Q2: 1,351 shares; 2025Q3: 1,921 shares; 2025Q4: 2,086 shares; 2026Q1: 2,139 shares 2,139$332K0.09%+53Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,195 shares; 2025Q1: 1,557 shares; 2025Q2: 2,189 shares; 2025Q3: 2,409 shares; 2025Q4: 2,755 shares; 2026Q1: 2,915 shares 2,915$331K0.09%+160Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 174 shares; 2025Q1: 26 shares; 2025Q2: 676 shares; 2025Q3: 1,220 shares; 2025Q4: 1,375 shares; 2026Q1: 1,538 shares 1,538$326K0.09%+163Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,926 shares; 2025Q2: 1,905 shares; 2025Q3: 2,802 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284$322K0.09%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 1,133 shares; 2025Q1: 2,524 shares; 2025Q2: 1,841 shares; 2025Q3: 3,846 shares; 2025Q4: 3,847 shares; 2026Q1: 4,218 shares 4,218$314K0.09%+371Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 293 shares; 2025Q1: 486 shares; 2025Q2: 526 shares; 2025Q3: 870 shares; 2025Q4: 752 shares; 2026Q1: 1,086 shares 1,086$311K0.09%+334Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 333 shares; 2025Q1: 133 shares; 2025Q2: 86 shares; 2025Q3: 520 shares; 2025Q4: 581 shares; 2026Q1: 896 shares 896$303K0.08%+315Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 250 shares; 2025Q1: 341 shares; 2025Q2: 377 shares; 2025Q3: 481 shares; 2025Q4: 482 shares; 2026Q1: 620 shares 620$297K0.08%+138Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 3,477 shares; 2025Q1: 3,848 shares; 2025Q2: 8,184 shares; 2025Q3: 8,470 shares; 2025Q4: 7,028 shares; 2026Q1: 6,698 shares 6,698$284K0.08%-330Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 135 shares; 2025Q1: 146 shares; 2025Q2: 151 shares; 2025Q3: 170 shares; 2025Q4: 182 shares; 2026Q1: 316 shares 316$276K0.08%+134Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: 6,135 shares; 2025Q2: 4,202 shares; 2025Q3: 4,384 shares; 2025Q4: 4,288 shares; 2026Q1: 4,277 shares 4,277$274K0.08%-11Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 2,633 shares; 2025Q1: 3,012 shares; 2025Q2: 668 shares; 2025Q3: 3,628 shares; 2025Q4: 7,818 shares; 2026Q1: 8,350 shares 8,350$273K0.08%+532Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 25 shares; 2025Q1: 42 shares; 2025Q2: 37 shares; 2025Q3: 497 shares; 2025Q4: 313 shares; 2026Q1: 1,573 shares 1,573$273K0.08%+1,260Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 973 shares; 2025Q1: 1,053 shares; 2025Q2: 1,091 shares; 2025Q3: 1,136 shares; 2025Q4: 1,133 shares; 2026Q1: 1,148 shares 1,148$265K0.07%+15Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 988 shares; 2025Q1: 1,070 shares; 2025Q2: 1,117 shares; 2025Q3: 1,572 shares; 2025Q4: 735 shares; 2026Q1: 1,830 shares 1,830$264K0.07%+1,095Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 542 shares; 2025Q1: 84 shares; 2025Q2: 1,459 shares; 2025Q3: 1,865 shares; 2025Q4: 2,272 shares; 2026Q1: 2,122 shares 2,122$262K0.07%-150Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 130 shares; 2025Q1: 181 shares; 2025Q2: 4,193 shares; 2025Q3: 5,842 shares; 2025Q4: 5,146 shares; 2026Q1: 5,146 shares 5,146$259K0.07%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 48 shares; 2025Q2: 82 shares; 2025Q3: 388 shares; 2025Q4: 739 shares; 2026Q1: 780 shares 780$254K0.07%+41Timeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,060 shares; 2025Q1: 3,786 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496$254K0.07%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 2,853 shares; 2025Q1: 3,067 shares; 2025Q2: 3,323 shares; 2025Q3: 7,130 shares; 2025Q4: 6,627 shares; 2026Q1: 5,632 shares 5,632$249K0.07%-995Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 39 shares; 2025Q1: 1,201 shares; 2025Q2: 1,549 shares; 2025Q3: 1,585 shares; 2025Q4: 1,575 shares; 2026Q1: 1,851 shares 1,851$242K0.07%+276Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 396 shares; 2025Q1: 3,233 shares; 2025Q2: 1,173 shares; 2025Q3: 1,023 shares; 2025Q4: 1,564 shares; 2026Q1: 1,802 shares 1,802$238K0.07%+238Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 107 shares; 2025Q1: 123 shares; 2025Q2: 272 shares; 2025Q3: 753 shares; 2025Q4: 890 shares; 2026Q1: 1,482 shares 1,482$237K0.07%+592Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 186 shares; 2025Q4: 188 shares; 2026Q1: 404 shares 404$233K0.06%+216Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 24 shares; 2025Q1: 809 shares; 2025Q2: 616 shares; 2025Q3: 1,177 shares; 2025Q4: 1,369 shares; 2026Q1: 1,274 shares 1,274$232K0.06%-95Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 882 shares 882$231K0.06%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 113 shares; 2025Q1: 211 shares; 2025Q2: 233 shares; 2025Q3: 278 shares; 2025Q4: 383 shares; 2026Q1: 403 shares 403$231K0.06%+20Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 40 shares; 2025Q1: 221 shares; 2025Q2: 166 shares; 2025Q3: 385 shares; 2025Q4: 615 shares; 2026Q1: 831 shares 831$225K0.06%+216Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 347 shares; 2025Q1: 451 shares; 2025Q2: 484 shares; 2025Q3: 565 shares; 2025Q4: 634 shares; 2026Q1: 649 shares 649$223K0.06%+15Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 338 shares; 2025Q1: 413 shares; 2025Q2: 638 shares; 2025Q3: 1,337 shares; 2025Q4: 1,382 shares; 2026Q1: 962 shares 962$222K0.06%-420Timeline
RSSTTIDAL TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,647 shares; 2025Q3: 7,647 shares; 2025Q4: 7,743 shares; 2026Q1: 7,647 shares 7,647$216K0.06%-96Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 70 shares; 2025Q1: 191 shares; 2025Q2: 345 shares; 2025Q3: 474 shares; 2025Q4: 527 shares; 2026Q1: 581 shares 581$216K0.06%+54Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 25 shares; 2025Q2: 29 shares; 2025Q3: 14 shares; 2025Q4: 330 shares; 2026Q1: 610 shares 610$216K0.06%+280Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,123 shares; 2025Q1: 2,153 shares; 2025Q2: 2,012 shares; 2025Q3: 1,877 shares; 2025Q4: 1,791 shares; 2026Q1: 1,639 shares 1,639$215K0.06%-152Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 12 shares; 2025Q2: 151 shares; 2025Q3: 150 shares; 2025Q4: 82 shares; 2026Q1: 503 shares 503$214K0.06%+421Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 36 shares; 2025Q3: 427 shares; 2025Q4: 462 shares; 2026Q1: 598 shares 598$213K0.06%+136Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,024 shares; 2025Q1: 5,796 shares; 2025Q2: 5,095 shares; 2025Q3: 6,360 shares; 2025Q4: 6,370 shares; 2026Q1: 6,153 shares 6,153$209K0.06%-217Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600$208K0.06%0Timeline
WORWORTHINGTON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,942 shares; 2025Q2: 5,942 shares; 2025Q3: 5,452 shares; 2025Q4: 4,701 shares; 2026Q1: 3,952 shares 3,952$206K0.06%-749Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 503 shares; 2025Q1: 626 shares; 2025Q2: 699 shares; 2025Q3: 1,102 shares; 2025Q4: 1,148 shares; 2026Q1: 1,408 shares 1,408$206K0.06%+260Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 125 shares; 2025Q1: 151 shares; 2025Q2: 164 shares; 2025Q3: 149 shares; 2025Q4: 61 shares; 2026Q1: 206 shares 206$205K0.06%+145Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 201 shares; 2025Q1: 18 shares; 2025Q2: 222 shares; 2025Q3: 863 shares; 2025Q4: 817 shares; 2026Q1: 981 shares 981$204K0.06%+164Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 68 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 207 shares; 2025Q4: 72 shares; 2026Q1: 961 shares 961$202K0.06%+889Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 788 shares; 2025Q1: 767 shares; 2025Q2: 813 shares; 2025Q3: 972 shares; 2025Q4: 873 shares; 2026Q1: 1,360 shares 1,360$200K0.06%+487Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 19 shares; 2025Q1: 21 shares; 2025Q2: 64 shares; 2025Q3: 313 shares; 2025Q4: 392 shares; 2026Q1: 1,052 shares 1,052$199K0.06%+660Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 28 shares; 2025Q1: 183 shares; 2025Q2: 1,413 shares; 2025Q3: 2,734 shares; 2025Q4: 2,725 shares; 2026Q1: 2,745 shares 2,745$199K0.06%+20Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,065 shares 4,065$199K0.06%newTimeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 34 shares; 2025Q1: 22 shares; 2025Q2: 449 shares; 2025Q3: 562 shares; 2025Q4: 691 shares; 2026Q1: 846 shares 846$193K0.05%+155Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 122 shares; 2025Q1: 648 shares; 2025Q2: 1,506 shares; 2025Q3: 2,388 shares; 2025Q4: 2,750 shares; 2026Q1: 3,241 shares 3,241$191K0.05%+491Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 573 shares; 2025Q1: 719 shares; 2025Q2: 742 shares; 2025Q3: 1,111 shares; 2025Q4: 731 shares; 2026Q1: 762 shares 762$189K0.05%+31Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 745 shares; 2025Q1: 666 shares; 2025Q2: 696 shares; 2025Q3: 1,006 shares; 2025Q4: 978 shares; 2026Q1: 1,144 shares 1,144$189K0.05%+166Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,307 shares; 2025Q1: 1,372 shares; 2025Q2: 1,496 shares; 2025Q3: 2,282 shares; 2025Q4: 3,304 shares; 2026Q1: 2,347 shares 2,347$189K0.05%-957Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 10 shares; 2025Q2: 164 shares; 2025Q3: 272 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276$188K0.05%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 3 shares; 2025Q1: 28 shares; 2025Q2: 61 shares; 2025Q3: 359 shares; 2025Q4: 466 shares; 2026Q1: 544 shares 544$187K0.05%+78Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 180 shares; 2025Q2: 307 shares; 2025Q3: 308 shares; 2025Q4: 307 shares; 2026Q1: 316 shares 316$186K0.05%+9Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 3 shares; 2025Q2: 45 shares; 2025Q3: 61 shares; 2025Q4: 251 shares; 2026Q1: 395 shares 395$176K0.05%+144Timeline
AVSUAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,209 shares; 2026Q1: 2,374 shares 2,374$175K0.05%+165Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 11 shares; 2025Q3: 414 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452$175K0.05%0Timeline
IDHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 10,523 shares; 2025Q1: 10,079 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 4,902 shares; 2026Q1: 4,902 shares 4,902$173K0.05%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,772 shares; 2025Q1: 1,827 shares; 2025Q2: 1,828 shares; 2025Q3: 301 shares; 2025Q4: 1,042 shares; 2026Q1: 2,117 shares 2,117$173K0.05%+1,075Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 1,765 shares; 2025Q1: 2,274 shares; 2025Q2: 1,088 shares; 2025Q3: 1,797 shares; 2025Q4: 1,803 shares; 2026Q1: 1,833 shares 1,833$173K0.05%+30Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 90 shares; 2025Q1: 45 shares; 2025Q2: 892 shares; 2025Q3: 1,210 shares; 2025Q4: 1,224 shares; 2026Q1: 1,258 shares 1,258$172K0.05%+34Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 54 shares; 2025Q1: 577 shares; 2025Q2: 703 shares; 2025Q3: 461 shares; 2025Q4: 1,692 shares; 2026Q1: 1,724 shares 1,724$170K0.05%+32Timeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 2,938 shares; 2025Q2: 2,697 shares; 2025Q3: 2,676 shares; 2025Q4: 2,582 shares; 2026Q1: 2,546 shares 2,546$169K0.05%-36Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 125 shares; 2025Q4: 163 shares; 2026Q1: 219 shares 219$169K0.05%+56Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 167 shares; 2025Q3: 2,028 shares; 2025Q4: 1,815 shares; 2026Q1: 2,595 shares 2,595$166K0.05%+780Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 29 shares; 2025Q4: 46 shares; 2026Q1: 39 shares 39$164K0.05%-7Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 444 shares; 2025Q1: 26 shares; 2025Q2: 342 shares; 2025Q3: 951 shares; 2025Q4: 965 shares; 2026Q1: 1,235 shares 1,235$163K0.05%+270Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 580 shares; 2025Q1: 1,902 shares; 2025Q2: 381 shares; 2025Q3: 1,063 shares; 2025Q4: 1,192 shares; 2026Q1: 1,324 shares 1,324$163K0.05%+132Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 53 shares; 2025Q1: 67 shares; 2025Q2: 1,036 shares; 2025Q3: 1,239 shares; 2025Q4: 1,352 shares; 2026Q1: 1,758 shares 1,758$162K0.04%+406Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 668 shares; 2025Q1: 699 shares; 2025Q2: 708 shares; 2025Q3: 653 shares; 2025Q4: 523 shares; 2026Q1: 537 shares 537$159K0.04%+14Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,237 shares; 2025Q2: 3,237 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,003 shares 3,003$158K0.04%-94Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 352 shares; 2025Q4: 393 shares; 2026Q1: 455 shares 455$154K0.04%+62Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 116 shares; 2025Q1: 166 shares; 2025Q2: 645 shares; 2025Q3: 957 shares; 2025Q4: 1,089 shares; 2026Q1: 834 shares 834$152K0.04%-255Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 265 shares; 2025Q2: 427 shares; 2025Q3: 727 shares; 2025Q4: 719 shares; 2026Q1: 711 shares 711$152K0.04%-8Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 142 shares; 2025Q1: 187 shares; 2025Q2: 364 shares; 2025Q3: 514 shares; 2025Q4: 407 shares; 2026Q1: 560 shares 560$152K0.04%+153Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 150 shares; 2025Q1: 183 shares; 2025Q2: 196 shares; 2025Q3: 176 shares; 2025Q4: 334 shares; 2026Q1: 663 shares 663$150K0.04%+329Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 509 shares; 2025Q1: 477 shares; 2025Q2: 185 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 459 shares 459$148K0.04%+8Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,584 shares; 2025Q1: 2,879 shares; 2025Q2: 591 shares; 2025Q3: 1,506 shares; 2025Q4: 1,576 shares; 2026Q1: 3,026 shares 3,026$148K0.04%+1,450Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 12 shares; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 268 shares; 2025Q4: 260 shares; 2026Q1: 376 shares 376$147K0.04%+116Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 57 shares; 2025Q2: 410 shares; 2025Q3: 488 shares; 2025Q4: 626 shares; 2026Q1: 588 shares 588$146K0.04%-38Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 16 shares; 2025Q1: 18 shares; 2025Q2: 235 shares; 2025Q3: 283 shares; 2025Q4: 275 shares; 2026Q1: 280 shares 280$146K0.04%+5Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 92 shares; 2025Q2: 570 shares; 2025Q3: 459 shares; 2025Q4: 995 shares; 2026Q1: 1,746 shares 1,746$146K0.04%+751Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 47 shares; 2025Q1: 107 shares; 2025Q2: 134 shares; 2025Q3: 647 shares; 2025Q4: 1,336 shares; 2026Q1: 1,341 shares 1,341$145K0.04%+5Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,300 shares; 2025Q2: 5,888 shares; 2025Q3: 5,635 shares; 2025Q4: 5,258 shares; 2026Q1: 4,773 shares 4,773$145K0.04%-485Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 82 shares; 2025Q1: 242 shares; 2025Q2: 54 shares; 2025Q3: 222 shares; 2025Q4: 227 shares; 2026Q1: 269 shares 269$145K0.04%+42Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 631 shares; 2025Q1: 609 shares; 2025Q2: 641 shares; 2025Q3: 648 shares; 2025Q4: 727 shares; 2026Q1: 723 shares 723$145K0.04%-4Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 355 shares; 2025Q1: 19 shares; 2025Q2: 666 shares; 2025Q3: 831 shares; 2025Q4: 847 shares; 2026Q1: 1,263 shares 1,263$144K0.04%+416Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 9 shares; 2025Q1: 21 shares; 2025Q2: 110 shares; 2025Q3: 149 shares; 2025Q4: 500 shares; 2026Q1: 501 shares 501$144K0.04%+1Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 462 shares; 2025Q1: 543 shares; 2025Q2: 877 shares; 2025Q3: 958 shares; 2025Q4: 927 shares; 2026Q1: 950 shares 950$143K0.04%+23Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 121 shares; 2025Q1: 169 shares; 2025Q2: 232 shares; 2025Q3: 414 shares; 2025Q4: 396 shares; 2026Q1: 490 shares 490$143K0.04%+94Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,986 shares; 2025Q1: 1,998 shares; 2025Q2: 486 shares; 2025Q3: 1,426 shares; 2025Q4: 1,770 shares; 2026Q1: 2,143 shares 2,143$142K0.04%+373Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 126 shares; 2025Q1: 182 shares; 2025Q2: 90 shares; 2025Q3: 12 shares; 2025Q4: 34 shares; 2026Q1: 930 shares 930$142K0.04%+896Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 42 shares; 2025Q1: 67 shares; 2025Q2: 76 shares; 2025Q3: 245 shares; 2025Q4: 415 shares; 2026Q1: 586 shares 586$142K0.04%+171Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 97 shares; 2025Q1: 244 shares; 2025Q2: 662 shares; 2025Q3: 1,053 shares; 2025Q4: 1,407 shares; 2026Q1: 1,413 shares 1,413$142K0.04%+6Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 30 shares; 2025Q3: 355 shares; 2025Q4: 356 shares; 2026Q1: 222 shares 222$141K0.04%-134Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 938 shares; 2025Q1: 1,015 shares; 2025Q2: 1,109 shares; 2025Q3: 1,122 shares; 2025Q4: 1,107 shares; 2026Q1: 1,440 shares 1,440$139K0.04%+333Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 9 shares; 2025Q1: 970 shares; 2025Q2: 120 shares; 2025Q3: 141 shares; 2025Q4: 211 shares; 2026Q1: 467 shares 467$138K0.04%+256Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 283 shares; 2025Q1: 368 shares; 2025Q2: 401 shares; 2025Q3: 542 shares; 2025Q4: 522 shares; 2026Q1: 634 shares 634$138K0.04%+112Timeline
PKWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,041 shares 1,041$137K0.04%-39Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 317 shares 317$136K0.04%+261Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 5 shares; 2025Q1: 31 shares; 2025Q2: 90 shares; 2025Q3: 926 shares; 2025Q4: 1,134 shares; 2026Q1: 1,147 shares 1,147$136K0.04%+13Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 58 shares; 2025Q1: 78 shares; 2025Q2: 3 shares; 2025Q3: 2,493 shares; 2025Q4: 2,813 shares; 2026Q1: 4,381 shares 4,381$135K0.04%+1,568Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 1,078 shares 1,078$134K0.04%+1,044Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 234 shares; 2025Q1: 66 shares; 2025Q2: 638 shares; 2025Q3: 817 shares; 2025Q4: 762 shares; 2026Q1: 794 shares 794$130K0.04%+32Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 12 shares; 2025Q3: 695 shares; 2025Q4: 909 shares; 2026Q1: 1,171 shares 1,171$130K0.04%+262Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 207 shares; 2025Q3: 383 shares; 2025Q4: 419 shares; 2026Q1: 530 shares 530$130K0.04%+111Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 2,253 shares; 2025Q1: 2,985 shares; 2025Q2: 2,466 shares; 2025Q3: 2,086 shares; 2025Q4: 3,118 shares; 2026Q1: 3,021 shares 3,021$130K0.04%-97Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 18 shares; 2025Q1: 38 shares; 2025Q2: 444 shares; 2025Q3: 486 shares; 2025Q4: 493 shares; 2026Q1: 617 shares 617$129K0.04%+124Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 16 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 73 shares; 2025Q4: 75 shares; 2026Q1: 97 shares 97$128K0.04%+22Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 422 shares; 2025Q1: 469 shares; 2025Q2: 126 shares; 2025Q3: 194 shares; 2025Q4: 237 shares; 2026Q1: 510 shares 510$128K0.04%+273Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 492 shares; 2025Q1: 1,027 shares; 2025Q2: 1,250 shares; 2025Q3: 1,402 shares; 2025Q4: 1,349 shares; 2026Q1: 1,380 shares 1,380$127K0.04%+31Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 606 shares; 2025Q1: 675 shares; 2025Q2: 715 shares; 2025Q3: 727 shares; 2025Q4: 719 shares; 2026Q1: 902 shares 902$126K0.03%+183Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,123 shares; 2025Q1: 1,142 shares; 2025Q2: 1,223 shares; 2025Q3: 1,438 shares; 2025Q4: 1,582 shares; 2026Q1: 2,098 shares 2,098$124K0.03%+516Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 8 shares; 2025Q3: 11 shares; 2025Q4: 58 shares; 2026Q1: 379 shares 379$123K0.03%+321Timeline
VOEVANGUARD INDEX FDSQuarterly 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: 668 shares 668$123K0.03%newTimeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 354 shares; 2025Q1: 337 shares; 2025Q2: 382 shares; 2025Q3: 404 shares; 2025Q4: 460 shares; 2026Q1: 491 shares 491$123K0.03%+31Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 404 shares; 2025Q1: 620 shares; 2025Q2: 922 shares; 2025Q3: 332 shares; 2025Q4: 3,881 shares; 2026Q1: 3,795 shares 3,795$121K0.03%-86Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 101 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 90 shares; 2025Q4: 148 shares; 2026Q1: 666 shares 666$120K0.03%+518Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 352 shares; 2026Q1: 609 shares 609$119K0.03%+257Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 401 shares; 2025Q1: 525 shares; 2025Q2: 532 shares; 2025Q3: 654 shares; 2025Q4: 689 shares; 2026Q1: 617 shares 617$119K0.03%-72Timeline
SPDWSPDR INDEX SHS FDSQuarterly 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: 160 shares; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600$119K0.03%newTimeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,157 shares; 2025Q1: 1,977 shares; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 1,934 shares; 2026Q1: 1,649 shares 1,649$117K0.03%-285Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 449 shares; 2025Q1: 482 shares; 2025Q2: 536 shares; 2025Q3: 676 shares; 2025Q4: 718 shares; 2026Q1: 807 shares 807$117K0.03%+89Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 63 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 217 shares; 2025Q4: 202 shares; 2026Q1: 1,795 shares 1,795$117K0.03%+1,593Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 32 shares; 2025Q1: 90 shares; 2025Q2: 69 shares; 2025Q3: 15 shares; 2025Q4: 316 shares; 2026Q1: 2,798 shares 2,798$117K0.03%+2,482Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,689 shares; 2025Q2: 1,505 shares; 2025Q3: 2,984 shares; 2025Q4: 3,948 shares; 2026Q1: 5,361 shares 5,361$116K0.03%+1,413Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,332 shares 1,332$115K0.03%newTimeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,249 shares; 2025Q1: 1,396 shares; 2025Q2: 1,613 shares; 2025Q3: 2,202 shares; 2025Q4: 1,232 shares; 2026Q1: 2,973 shares 2,973$113K0.03%+1,741Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 54 shares; 2025Q1: 70 shares; 2025Q2: 52 shares; 2025Q3: 166 shares; 2025Q4: 172 shares; 2026Q1: 593 shares 593$113K0.03%+421Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 62 shares; 2025Q2: 595 shares; 2025Q3: 1,055 shares; 2025Q4: 1,134 shares; 2026Q1: 1,184 shares 1,184$112K0.03%+50Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 225 shares; 2025Q1: 293 shares; 2025Q2: 102 shares; 2025Q3: 767 shares; 2025Q4: 463 shares; 2026Q1: 458 shares 458$111K0.03%-5Timeline
AVSDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 177 shares; 2025Q1: 1,534 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,356 shares; 2026Q1: 1,511 shares 1,511$111K0.03%+155Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 60 shares; 2025Q2: 450 shares; 2025Q3: 2,042 shares; 2025Q4: 2,036 shares; 2026Q1: 2,050 shares 2,050$111K0.03%+14Timeline
AXSAXIS CAP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 579 shares; 2025Q1: 648 shares; 2025Q2: 673 shares; 2025Q3: 882 shares; 2025Q4: 968 shares; 2026Q1: 1,089 shares 1,089$110K0.03%+121Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 3,217 shares; 2025Q1: 1,008 shares; 2025Q2: 692 shares; 2025Q3: 2,030 shares; 2025Q4: 1,452 shares; 2026Q1: 4,251 shares 4,251$110K0.03%+2,799Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 17 shares; 2025Q2: 25 shares; 2025Q3: 38 shares; 2025Q4: 641 shares; 2026Q1: 1,050 shares 1,050$110K0.03%+409Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 153 shares; 2025Q1: 20 shares; 2025Q2: 92 shares; 2025Q3: 253 shares; 2025Q4: 250 shares; 2026Q1: 367 shares 367$110K0.03%+117Timeline
XMVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares 1,665$108K0.03%0Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 192 shares; 2025Q1: 220 shares; 2025Q2: 584 shares; 2025Q3: 498 shares; 2025Q4: 384 shares; 2026Q1: 652 shares 652$108K0.03%+268Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 622 shares; 2025Q1: 629 shares; 2025Q2: 646 shares; 2025Q3: 660 shares; 2025Q4: 716 shares; 2026Q1: 1,049 shares 1,049$107K0.03%+333Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 83 shares; 2025Q1: 408 shares; 2025Q2: 558 shares; 2025Q3: 653 shares; 2025Q4: 747 shares; 2026Q1: 626 shares 626$107K0.03%-121Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 27 shares; 2025Q1: 1,776 shares; 2025Q2: 1,100 shares; 2025Q3: 2,011 shares; 2025Q4: 2,434 shares; 2026Q1: 2,720 shares 2,720$106K0.03%+286Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 522 shares; 2025Q2: 1,148 shares; 2025Q3: 1,511 shares; 2025Q4: 1,526 shares; 2026Q1: 1,531 shares 1,531$106K0.03%+5Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 17 shares; 2025Q1: 21 shares; 2025Q2: 44 shares; 2025Q3: 304 shares; 2025Q4: 297 shares; 2026Q1: 332 shares 332$106K0.03%+35Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 38 shares; 2025Q1: 76 shares; 2025Q2: 257 shares; 2025Q3: 591 shares; 2025Q4: 617 shares; 2026Q1: 559 shares 559$105K0.03%-58Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 1,052 shares; 2025Q1: 1,106 shares; 2025Q2: 136 shares; 2025Q3: 524 shares; 2025Q4: 2,077 shares; 2026Q1: 2,327 shares 2,327$105K0.03%+250Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 10 shares; 2025Q1: 44 shares; 2025Q2: 350 shares; 2025Q3: 430 shares; 2025Q4: 425 shares; 2026Q1: 394 shares 394$105K0.03%-31Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 27 shares; 2025Q1: 52 shares; 2025Q2: 63 shares; 2025Q3: 79 shares; 2025Q4: 564 shares; 2026Q1: 1,090 shares 1,090$105K0.03%+526Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 133 shares; 2025Q1: 6 shares; 2025Q2: 21 shares; 2025Q3: 91 shares; 2025Q4: 98 shares; 2026Q1: 141 shares 141$104K0.03%+43Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 499 shares; 2025Q1: 478 shares; 2025Q2: 63 shares; 2025Q3: 780 shares; 2025Q4: 777 shares; 2026Q1: 989 shares 989$104K0.03%+212Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 258 shares; 2025Q1: 138 shares; 2025Q2: 13 shares; 2025Q3: 221 shares; 2025Q4: 264 shares; 2026Q1: 216 shares 216$104K0.03%-48Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 105 shares; 2025Q2: 135 shares; 2025Q3: 733 shares; 2025Q4: 734 shares; 2026Q1: 873 shares 873$104K0.03%+139Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308$103K0.03%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 248 shares; 2025Q1: 451 shares; 2025Q2: 520 shares; 2025Q3: 1,152 shares; 2025Q4: 1,210 shares; 2026Q1: 1,329 shares 1,329$103K0.03%+119Timeline
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 90 shares; 2025Q1: 14 shares; 2025Q2: 153 shares; 2025Q3: 46 shares; 2025Q4: 687 shares; 2026Q1: 623 shares 623$103K0.03%-64Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 747 shares; 2025Q1: 217 shares; 2025Q2: 3,586 shares; 2025Q3: 4,534 shares; 2025Q4: 4,609 shares; 2026Q1: 4,812 shares 4,812$102K0.03%+203Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 209 shares; 2025Q1: 415 shares; 2025Q2: 451 shares; 2025Q3: 388 shares; 2025Q4: 440 shares; 2026Q1: 600 shares 600$102K0.03%+160Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 203 shares; 2025Q1: 213 shares; 2025Q2: 443 shares; 2025Q3: 719 shares; 2025Q4: 361 shares; 2026Q1: 577 shares 577$101K0.03%+216Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 170 shares; 2025Q1: 117 shares; 2025Q2: 122 shares; 2025Q3: 112 shares; 2025Q4: 111 shares; 2026Q1: 117 shares 117$101K0.03%+6Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 4,090 shares; 2025Q1: 822 shares; 2025Q2: 3,090 shares; 2025Q3: 1,129 shares; 2025Q4: 1,718 shares; 2026Q1: 3,524 shares 3,524$101K0.03%+1,806Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 129 shares; 2025Q1: 127 shares; 2025Q2: 136 shares; 2025Q3: 498 shares; 2025Q4: 496 shares; 2026Q1: 662 shares 662$101K0.03%+166Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 83 shares; 2025Q4: 38 shares; 2026Q1: 169 shares 169$101K0.03%+131Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 47 shares; 2025Q1: 118 shares; 2025Q2: 153 shares; 2025Q3: 251 shares; 2025Q4: 98 shares; 2026Q1: 334 shares 334$101K0.03%+236Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 549 shares; 2025Q1: 73 shares; 2025Q2: 639 shares; 2025Q3: 1,759 shares; 2025Q4: 2,048 shares; 2026Q1: 1,553 shares 1,553$99.7K0.03%-495Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,322 shares 1,322$99.7K0.03%-252Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 81 shares; 2025Q2: 1,370 shares; 2025Q3: 2,233 shares; 2025Q4: 3,663 shares; 2026Q1: 4,116 shares 4,116$99.6K0.03%+453Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 324 shares; 2025Q1: 291 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 250 shares; 2026Q1: 326 shares 326$99.1K0.03%+76Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 1,252 shares; 2025Q3: 1,655 shares; 2025Q4: 1,671 shares; 2026Q1: 1,712 shares 1,712$99K0.03%+41Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 42 shares; 2026Q1: 227 shares 227$99K0.03%+185Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 461 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 399 shares; 2025Q4: 381 shares; 2026Q1: 384 shares 384$97.7K0.03%+3Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 289 shares; 2025Q1: 98 shares; 2025Q2: 102 shares; 2025Q3: 257 shares; 2025Q4: 298 shares; 2026Q1: 440 shares 440$95.3K0.03%+142Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 167 shares; 2025Q3: 1,668 shares; 2025Q4: 2,453 shares; 2026Q1: 2,548 shares 2,548$94.9K0.03%+95Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 24 shares; 2025Q1: 95 shares; 2025Q2: 608 shares; 2025Q3: 1,106 shares; 2025Q4: 1,245 shares; 2026Q1: 1,360 shares 1,360$94.2K0.03%+115Timeline
JHGJANUS HENDERSON GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 1,020 shares; 2025Q1: 663 shares; 2025Q2: 139 shares; 2025Q3: 1,556 shares; 2025Q4: 1,747 shares; 2026Q1: 1,830 shares 1,830$94K0.03%+83Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 159 shares; 2025Q1: 8 shares; 2025Q2: 13 shares; 2025Q3: 109 shares; 2025Q4: 238 shares; 2026Q1: 158 shares 158$93.7K0.03%-80Timeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 3 shares; 2025Q3: 291 shares; 2025Q4: 2,379 shares; 2026Q1: 1,733 shares 1,733$93.4K0.03%-646Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 106 shares; 2025Q1: 1,345 shares; 2025Q2: 376 shares; 2025Q3: 1,985 shares; 2025Q4: 1,268 shares; 2026Q1: 1,652 shares 1,652$93.3K0.03%+384Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,358 shares; 2025Q1: 2,898 shares; 2025Q2: 2,917 shares; 2025Q3: 3,211 shares; 2025Q4: 2,459 shares; 2026Q1: 1,641 shares 1,641$92.8K0.03%-818Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,231 shares; 2025Q1: 1,330 shares; 2025Q2: 1,384 shares; 2025Q3: 3,883 shares; 2025Q4: 2,252 shares; 2026Q1: 2,733 shares 2,733$91.6K0.03%+481Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 268 shares; 2025Q3: 413 shares; 2025Q4: 385 shares; 2026Q1: 468 shares 468$91.4K0.03%+83Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 141 shares; 2025Q4: 221 shares; 2026Q1: 240 shares 240$91.2K0.03%+19Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 25 shares; 2025Q4: 23 shares; 2026Q1: 93 shares 93$91.2K0.03%+70Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly 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: 5,112 shares 5,112$90.7K0.03%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 28 shares; 2025Q1: 86 shares; 2025Q2: 107 shares; 2025Q3: 134 shares; 2025Q4: 118 shares; 2026Q1: 690 shares 690$90.3K0.03%+572Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 416 shares; 2025Q1: 576 shares; 2025Q2: 519 shares; 2025Q3: 549 shares; 2025Q4: 513 shares; 2026Q1: 1,133 shares 1,133$90.2K0.03%+620Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700$89.7K0.02%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 103 shares; 2025Q1: 135 shares; 2025Q2: 202 shares; 2025Q3: 213 shares; 2025Q4: 298 shares; 2026Q1: 447 shares 447$89K0.02%+149Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 107 shares; 2025Q1: 109 shares; 2025Q2: 548 shares; 2025Q3: 957 shares; 2025Q4: 972 shares; 2026Q1: 1,500 shares 1,500$88.6K0.02%+528Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 471 shares; 2025Q3: 1,132 shares; 2025Q4: 1,088 shares; 2026Q1: 1,297 shares 1,297$88.2K0.02%+209Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 183 shares; 2025Q1: 254 shares; 2025Q2: 208 shares; 2025Q3: 373 shares; 2025Q4: 298 shares; 2026Q1: 426 shares 426$88.1K0.02%+128Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 368 shares; 2025Q1: 311 shares; 2025Q2: 208 shares; 2025Q3: 1,221 shares; 2025Q4: 684 shares; 2026Q1: 941 shares 941$87.9K0.02%+257Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 95 shares; 2025Q2: 132 shares; 2025Q3: 327 shares; 2025Q4: 326 shares; 2026Q1: 408 shares 408$87.5K0.02%+82Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 13 shares; 2025Q1: 701 shares; 2025Q2: 31 shares; 2025Q3: 56 shares; 2025Q4: 936 shares; 2026Q1: 1,085 shares 1,085$87.4K0.02%+149Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,292 shares; 2025Q1: 1,455 shares; 2025Q2: 1,349 shares; 2025Q3: 1,442 shares; 2025Q4: 1,469 shares; 2026Q1: 1,338 shares 1,338$87.3K0.02%-131Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 47 shares; 2025Q1: 438 shares; 2025Q2: 431 shares; 2025Q3: 748 shares; 2025Q4: 22 shares; 2026Q1: 652 shares 652$86.9K0.02%+630Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 10 shares; 2025Q3: 35 shares; 2025Q4: 642 shares; 2026Q1: 734 shares 734$86.4K0.02%+92Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 19 shares; 2025Q1: 260 shares; 2025Q2: 225 shares; 2025Q3: 296 shares; 2025Q4: 674 shares; 2026Q1: 1,144 shares 1,144$86.2K0.02%+470Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 91 shares; 2025Q1: 34 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 441 shares; 2026Q1: 728 shares 728$86.1K0.02%+287Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 89 shares; 2025Q1: 112 shares; 2025Q2: 1,243 shares; 2025Q3: 1,675 shares; 2025Q4: 1,744 shares; 2026Q1: 1,859 shares 1,859$85.1K0.02%+115Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 42 shares; 2025Q1: 172 shares; 2025Q2: 211 shares; 2025Q3: 413 shares; 2025Q4: 191 shares; 2026Q1: 1,355 shares 1,355$85K0.02%+1,164Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 1,154 shares 1,154$84.8K0.02%+569Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,661 shares 1,661$84.1K0.02%newTimeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 596 shares; 2025Q3: 764 shares; 2025Q4: 1,055 shares; 2026Q1: 989 shares 989$84K0.02%-66Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 45 shares; 2025Q1: 1,084 shares; 2025Q2: 417 shares; 2025Q3: 1,071 shares; 2025Q4: 1,036 shares; 2026Q1: 1,165 shares 1,165$83.7K0.02%+129Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 66 shares; 2025Q1: 315 shares; 2025Q2: 187 shares; 2025Q3: 548 shares; 2025Q4: 553 shares; 2026Q1: 578 shares 578$83.6K0.02%+25Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 140 shares; 2025Q1: 13 shares; 2025Q2: 60 shares; 2025Q3: 670 shares; 2025Q4: 668 shares; 2026Q1: 847 shares 847$83.4K0.02%+179Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 423 shares; 2025Q1: 433 shares; 2025Q2: 464 shares; 2025Q3: 494 shares; 2025Q4: 513 shares; 2026Q1: 658 shares 658$82.8K0.02%+145Timeline
PENPENUMBRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 144 shares; 2025Q1: 153 shares; 2025Q2: 150 shares; 2025Q3: 253 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251$82.4K0.02%0Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 78 shares; 2025Q2: 82 shares; 2025Q3: 94 shares; 2025Q4: 39 shares; 2026Q1: 229 shares 229$82.2K0.02%+190Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 162 shares; 2025Q1: 186 shares; 2025Q2: 213 shares; 2025Q3: 256 shares; 2025Q4: 221 shares; 2026Q1: 353 shares 353$81.1K0.02%+132Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 277 shares; 2025Q2: 587 shares; 2025Q3: 624 shares; 2025Q4: 630 shares; 2026Q1: 759 shares 759$81K0.02%+129Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 234 shares; 2025Q1: 93 shares; 2025Q2: 248 shares; 2025Q3: 410 shares; 2025Q4: 521 shares; 2026Q1: 515 shares 515$81K0.02%-6Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 190 shares; 2025Q1: 9 shares; 2025Q2: 61 shares; 2025Q3: 298 shares; 2025Q4: 820 shares; 2026Q1: 919 shares 919$80.5K0.02%+99Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 385 shares; 2025Q1: 413 shares; 2025Q2: 430 shares; 2025Q3: 535 shares; 2025Q4: 514 shares; 2026Q1: 578 shares 578$80.4K0.02%+64Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,411 shares; 2025Q1: 2,456 shares; 2025Q2: 2,448 shares; 2025Q3: 2,452 shares; 2025Q4: 2,444 shares; 2026Q1: 3,522 shares 3,522$80.2K0.02%+1,078Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 9 shares; 2025Q1: 31 shares; 2025Q2: 35 shares; 2025Q3: 165 shares; 2025Q4: 174 shares; 2026Q1: 726 shares 726$79.7K0.02%+552Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$79.5K0.02%0Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 196 shares; 2025Q1: 231 shares; 2025Q2: 229 shares; 2025Q3: 755 shares; 2025Q4: 799 shares; 2026Q1: 1,089 shares 1,089$79.2K0.02%+290Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 169 shares; 2025Q1: 98 shares; 2025Q2: 233 shares; 2025Q3: 738 shares; 2025Q4: 1,370 shares; 2026Q1: 1,523 shares 1,523$79.2K0.02%+153Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 61 shares; 2025Q1: 154 shares; 2025Q2: 206 shares; 2025Q3: 1,114 shares; 2025Q4: 815 shares; 2026Q1: 1,063 shares 1,063$77.4K0.02%+248Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 12 shares; 2025Q1: 321 shares; 2025Q2: 607 shares; 2025Q3: 615 shares; 2025Q4: 689 shares; 2026Q1: 323 shares 323$77.3K0.02%-366Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 148 shares; 2025Q1: 155 shares; 2025Q2: 210 shares; 2025Q3: 252 shares; 2025Q4: 195 shares; 2026Q1: 235 shares 235$77.3K0.02%+40Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 78 shares; 2025Q1: 252 shares; 2025Q2: 12 shares; 2025Q3: 140 shares; 2025Q4: 55 shares; 2026Q1: 143 shares 143$77.1K0.02%+88Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 53 shares; 2025Q1: 94 shares; 2025Q2: 44 shares; 2025Q3: 55 shares; 2025Q4: 48 shares; 2026Q1: 531 shares 531$76.8K0.02%+483Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 8 shares; 2025Q1: 36 shares; 2025Q2: 204 shares; 2025Q3: 738 shares; 2025Q4: 600 shares; 2026Q1: 605 shares 605$76.6K0.02%+5Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 648 shares; 2025Q1: 666 shares; 2025Q2: 858 shares; 2025Q3: 1,108 shares; 2025Q4: 1,278 shares; 2026Q1: 1,802 shares 1,802$76.5K0.02%+524Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 11 shares; 2025Q1: 73 shares; 2025Q2: 22 shares; 2025Q3: 17 shares; 2025Q4: 31 shares; 2026Q1: 232 shares 232$76.2K0.02%+201Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,202 shares; 2026Q1: 4,489 shares 4,489$76.2K0.02%+1,287Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 62 shares; 2025Q1: 9 shares; 2025Q2: 699 shares; 2025Q3: 1,604 shares; 2025Q4: 1,596 shares; 2026Q1: 1,547 shares 1,547$75.8K0.02%-49Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 199 shares; 2025Q2: 311 shares; 2025Q3: 643 shares; 2025Q4: 683 shares; 2026Q1: 798 shares 798$75.7K0.02%+115Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 3 shares; 2025Q1: 58 shares; 2025Q2: 76 shares; 2025Q3: 73 shares; 2025Q4: 158 shares; 2026Q1: 283 shares 283$75.5K0.02%+125Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 187 shares; 2025Q1: 453 shares; 2025Q2: 3,448 shares; 2025Q3: 4,960 shares; 2025Q4: 2,100 shares; 2026Q1: 3,027 shares 3,027$75.5K0.02%+927Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 19 shares; 2025Q1: 38 shares; 2025Q2: 55 shares; 2025Q3: 27 shares; 2025Q4: 23 shares; 2026Q1: 818 shares 818$75.4K0.02%+795Timeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 31 shares; 2025Q4: 199 shares; 2026Q1: 560 shares 560$74.5K0.02%+361Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 166 shares; 2025Q1: 23 shares; 2025Q2: 173 shares; 2025Q3: 7 shares; 2025Q4: 284 shares; 2026Q1: 1,586 shares 1,586$74.4K0.02%+1,302Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 36 shares; 2025Q2: 165 shares; 2025Q3: 278 shares; 2025Q4: 195 shares; 2026Q1: 263 shares 263$74.3K0.02%+68Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 900 shares 900$74.2K0.02%+120Timeline
THGHANOVER INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 307 shares; 2025Q1: 324 shares; 2025Q2: 328 shares; 2025Q3: 371 shares; 2025Q4: 370 shares; 2026Q1: 428 shares 428$74.2K0.02%+58Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 9 shares; 2025Q1: 111 shares; 2025Q2: 55 shares; 2025Q3: 548 shares; 2025Q4: 953 shares; 2026Q1: 1,020 shares 1,020$74K0.02%+67Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 26 shares; 2025Q3: 408 shares; 2025Q4: 654 shares; 2026Q1: 642 shares 642$73.7K0.02%-12Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 26 shares; 2025Q2: 560 shares; 2025Q3: 846 shares; 2025Q4: 613 shares; 2026Q1: 547 shares 547$72.8K0.02%-66Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 41 shares; 2025Q1: 76 shares; 2025Q2: 54 shares; 2025Q3: 275 shares; 2025Q4: 1,222 shares; 2026Q1: 1,943 shares 1,943$72.3K0.02%+721Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 799 shares; 2025Q1: 844 shares; 2025Q2: 859 shares; 2025Q3: 1,091 shares; 2025Q4: 1,060 shares; 2026Q1: 1,503 shares 1,503$72.1K0.02%+443Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 622 shares 622$71.8K0.02%+28Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 192 shares; 2025Q1: 198 shares; 2025Q2: 22 shares; 2025Q3: 160 shares; 2025Q4: 163 shares; 2026Q1: 200 shares 200$71.6K0.02%+37Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,987 shares; 2025Q1: 2,037 shares; 2025Q2: 952 shares; 2025Q3: 965 shares; 2025Q4: 884 shares; 2026Q1: 897 shares 897$71.3K0.02%+13Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 10 shares; 2025Q2: 64 shares; 2025Q3: 349 shares; 2025Q4: 1,610 shares; 2026Q1: 4,177 shares 4,177$71K0.02%+2,567Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 25 shares; 2025Q3: 97 shares; 2025Q4: 69 shares; 2026Q1: 338 shares 338$70.9K0.02%+269Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 201 shares 201$70.7K0.02%+32Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 391 shares; 2025Q1: 203 shares; 2025Q2: 110 shares; 2025Q3: 1,797 shares; 2025Q4: 1,711 shares; 2026Q1: 2,546 shares 2,546$70.5K0.02%+835Timeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 292 shares; 2025Q2: 69 shares; 2025Q3: 338 shares; 2025Q4: 945 shares; 2026Q1: 1,044 shares 1,044$70.1K0.02%+99Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 674 shares; 2025Q1: 728 shares; 2025Q2: 89 shares; 2025Q3: 1,201 shares; 2025Q4: 807 shares; 2026Q1: 2,108 shares 2,108$70K0.02%+1,301Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 74 shares; 2025Q3: 444 shares; 2025Q4: 544 shares; 2026Q1: 617 shares 617$69.5K0.02%+73Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 94 shares; 2025Q1: 1,387 shares; 2025Q2: 209 shares; 2025Q3: 82 shares; 2025Q4: 897 shares; 2026Q1: 5,392 shares 5,392$69.4K0.02%+4,495Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 160 shares; 2025Q4: 419 shares; 2026Q1: 438 shares 438$69.4K0.02%+19Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348$69K0.02%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 211 shares; 2025Q1: 224 shares; 2025Q2: 231 shares; 2025Q3: 279 shares; 2025Q4: 422 shares; 2026Q1: 347 shares 347$68.8K0.02%-75Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 28 shares; 2025Q1: 21 shares; 2025Q2: 299 shares; 2025Q3: 280 shares; 2025Q4: 345 shares; 2026Q1: 336 shares 336$68.6K0.02%-9Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 5,183 shares; 2025Q1: 2,194 shares; 2025Q2: 443 shares; 2025Q3: 2,070 shares; 2025Q4: 2,280 shares; 2026Q1: 2,823 shares 2,823$68.6K0.02%+543Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462$68.3K0.02%0Timeline
SFSTIFEL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 37 shares; 2025Q3: 182 shares; 2025Q4: 470 shares; 2026Q1: 922 shares 922$68.2K0.02%+452Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 36 shares; 2025Q2: 40 shares; 2025Q3: 30 shares; 2025Q4: 46 shares; 2026Q1: 328 shares 328$68K0.02%+282Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 6 shares; 2025Q1: 2 shares; 2025Q2: 155 shares; 2025Q3: 151 shares; 2025Q4: 388 shares; 2026Q1: 396 shares 396$67.9K0.02%+8Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 34 shares; 2025Q1: 51 shares; 2025Q2: 106 shares; 2025Q3: 179 shares; 2025Q4: 186 shares; 2026Q1: 198 shares 198$67.7K0.02%+12Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 24 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 169 shares 169$67.3K0.02%-9Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 56 shares; 2025Q4: 25 shares; 2026Q1: 134 shares 134$66.4K0.02%+109Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 101 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 102 shares 102$66.3K0.02%+8Timeline
SANBANCO SANTANDER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares; 2025Q4: 2,578 shares; 2026Q1: 5,877 shares 5,877$66.3K0.02%+3,299Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 52 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 762 shares; 2026Q1: 997 shares 997$66.1K0.02%+235Timeline
ADTADT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,265 shares; 2025Q1: 6,118 shares; 2025Q2: 6,338 shares; 2025Q3: 14,358 shares; 2025Q4: 13,811 shares; 2026Q1: 10,039 shares 10,039$66K0.02%-3,772Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 79 shares; 2025Q4: 462 shares; 2026Q1: 916 shares 916$65.5K0.02%+454Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482$65.4K0.02%0Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 774 shares; 2025Q3: 2,378 shares; 2025Q4: 2,844 shares; 2026Q1: 3,409 shares 3,409$65.3K0.02%+565Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 50 shares; 2025Q1: 31 shares; 2025Q2: 30 shares; 2025Q3: 132 shares; 2025Q4: 355 shares; 2026Q1: 538 shares 538$65.2K0.02%+183Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 996 shares; 2025Q1: 81 shares; 2025Q2: 1,756 shares; 2025Q3: 588 shares; 2025Q4: 907 shares; 2026Q1: 1,568 shares 1,568$65.2K0.02%+661Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 12 shares; 2025Q1: 74 shares; 2025Q2: 101 shares; 2025Q3: 497 shares; 2025Q4: 521 shares; 2026Q1: 573 shares 573$64.9K0.02%+52Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 122 shares; 2025Q1: 138 shares; 2025Q2: 9 shares; 2025Q3: 270 shares; 2025Q4: 211 shares; 2026Q1: 708 shares 708$64.7K0.02%+497Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 13 shares; 2025Q1: 147 shares; 2025Q2: 324 shares; 2025Q3: 334 shares; 2025Q4: 330 shares; 2026Q1: 359 shares 359$64.6K0.02%+29Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 402 shares; 2025Q1: 477 shares; 2025Q2: 476 shares; 2025Q3: 432 shares; 2025Q4: 409 shares; 2026Q1: 843 shares 843$64.1K0.02%+434Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 21 shares; 2025Q3: 74 shares; 2025Q4: 142 shares; 2026Q1: 323 shares 323$63.8K0.02%+181Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 282 shares; 2025Q1: 386 shares; 2025Q2: 111 shares; 2025Q3: 96 shares; 2025Q4: 995 shares; 2026Q1: 1,012 shares 1,012$63.6K0.02%+17Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 9 shares; 2026Q1: 66 shares 66$63.5K0.02%+57Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 13 shares; 2025Q4: 66 shares; 2026Q1: 194 shares 194$62.6K0.02%+128Timeline
ORIOLD REP INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 255 shares; 2025Q2: 416 shares; 2025Q3: 1,555 shares; 2025Q4: 1,550 shares; 2026Q1: 1,560 shares 1,560$62.2K0.02%+10Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850$62.1K0.02%newTimeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 908 shares; 2025Q1: 195 shares; 2025Q2: 963 shares; 2025Q3: 1,942 shares; 2025Q4: 1,924 shares; 2026Q1: 2,439 shares 2,439$62K0.02%+515Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 166 shares; 2025Q1: 281 shares; 2025Q2: 421 shares; 2025Q3: 691 shares; 2025Q4: 834 shares; 2026Q1: 714 shares 714$61.9K0.02%-120Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 68 shares; 2025Q3: 94 shares; 2025Q4: 335 shares; 2026Q1: 505 shares 505$61.7K0.02%+170Timeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares; 2026Q1: 4,135 shares 4,135$61.6K0.02%+692Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 369 shares; 2025Q1: 638 shares; 2025Q2: 556 shares; 2025Q3: 389 shares; 2025Q4: 396 shares; 2026Q1: 600 shares 600$61.6K0.02%+204Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 49 shares; 2025Q1: 37 shares; 2025Q2: 1,516 shares; 2025Q3: 1,432 shares; 2025Q4: 1,185 shares; 2026Q1: 1,107 shares 1,107$61.6K0.02%-78Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 166 shares; 2025Q1: 599 shares; 2025Q2: 776 shares; 2025Q3: 668 shares; 2025Q4: 223 shares; 2026Q1: 409 shares 409$61.4K0.02%+186Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 282 shares; 2025Q1: 550 shares; 2025Q2: 303 shares; 2025Q3: 513 shares; 2025Q4: 1,695 shares; 2026Q1: 899 shares 899$61.4K0.02%-796Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 150 shares; 2025Q1: 179 shares; 2025Q2: 182 shares; 2025Q3: 241 shares; 2025Q4: 66 shares; 2026Q1: 375 shares 375$60.9K0.02%+309Timeline
RYROYAL BK CDAQuarterly 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: 210 shares; 2025Q4: 230 shares; 2026Q1: 375 shares 375$60.7K0.02%+145Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 259 shares; 2025Q1: 67 shares; 2025Q2: 522 shares; 2025Q3: 644 shares; 2025Q4: 642 shares; 2026Q1: 505 shares 505$59.6K0.02%-137Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 100 shares; 2025Q1: 176 shares; 2025Q2: 178 shares; 2025Q3: 276 shares; 2025Q4: 267 shares; 2026Q1: 361 shares 361$59.4K0.02%+94Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 235 shares; 2025Q1: 192 shares; 2025Q2: 213 shares; 2025Q3: 232 shares; 2025Q4: 577 shares; 2026Q1: 696 shares 696$59.3K0.02%+119Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 225 shares; 2025Q1: 243 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 260 shares; 2026Q1: 286 shares 286$59K0.02%+26Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 137 shares; 2025Q3: 673 shares; 2025Q4: 1,399 shares; 2026Q1: 1,180 shares 1,180$59K0.02%-219Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 42 shares; 2025Q2: 61 shares; 2025Q3: 128 shares; 2025Q4: 100 shares; 2026Q1: 118 shares 118$59K0.02%+18Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 848 shares; 2025Q3: 892 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895$58.8K0.02%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,297 shares; 2025Q1: 927 shares; 2025Q2: 53 shares; 2025Q3: 48 shares; 2025Q4: 1,321 shares; 2026Q1: 2,707 shares 2,707$58.6K0.02%+1,386Timeline
ALSNALLISON TRANSMISSION HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 209 shares; 2025Q1: 207 shares; 2025Q2: 234 shares; 2025Q3: 452 shares; 2025Q4: 516 shares; 2026Q1: 498 shares 498$58.3K0.02%-18Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 182 shares; 2025Q1: 306 shares; 2025Q2: 78 shares; 2025Q3: 387 shares; 2025Q4: 288 shares; 2026Q1: 447 shares 447$58K0.02%+159Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 2,275 shares; 2025Q4: 2,319 shares; 2026Q1: 2,142 shares 2,142$57.8K0.02%-177Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 40 shares; 2025Q1: 52 shares; 2025Q2: 66 shares; 2025Q3: 59 shares; 2025Q4: 486 shares; 2026Q1: 1,027 shares 1,027$57.8K0.02%+541Timeline
VLYVALLEY NATL BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,910 shares; 2025Q2: 2,680 shares; 2025Q3: 2,854 shares; 2025Q4: 2,847 shares; 2026Q1: 4,706 shares 4,706$57.8K0.02%+1,859Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 373 shares; 2025Q4: 263 shares; 2026Q1: 291 shares 291$57.5K0.02%+28Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 50 shares; 2025Q1: 62 shares; 2025Q2: 47 shares; 2025Q3: 174 shares; 2025Q4: 186 shares; 2026Q1: 615 shares 615$57.4K0.02%+429Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 298 shares; 2025Q3: 1,113 shares; 2025Q4: 1,337 shares; 2026Q1: 1,305 shares 1,305$57.2K0.02%-32Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 299 shares; 2025Q1: 864 shares; 2025Q2: 566 shares; 2025Q3: 569 shares; 2025Q4: 920 shares; 2026Q1: 575 shares 575$57K0.02%-345Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 843 shares 843$56.9K0.02%+218Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 1,004 shares; 2025Q3: 2,412 shares; 2025Q4: 2,962 shares; 2026Q1: 2,164 shares 2,164$56.8K0.02%-798Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501$56.7K0.02%0Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 254 shares; 2025Q4: 256 shares; 2026Q1: 566 shares 566$56.7K0.02%+310Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares 2,244$56.3K0.02%newTimeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,436 shares; 2026Q1: 2,656 shares 2,656$56.2K0.02%+1,220Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 425 shares; 2025Q1: 260 shares; 2025Q2: 35 shares; 2025Q3: 158 shares; 2025Q4: 314 shares; 2026Q1: 401 shares 401$56K0.02%+87Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 74 shares; 2025Q1: 25 shares; 2025Q2: 143 shares; 2025Q3: 233 shares; 2025Q4: 236 shares; 2026Q1: 305 shares 305$55.9K0.02%+69Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 81 shares; 2025Q3: 138 shares; 2025Q4: 736 shares; 2026Q1: 1,336 shares 1,336$55.1K0.02%+600Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 144 shares; 2025Q3: 169 shares; 2025Q4: 176 shares; 2026Q1: 119 shares 119$54.9K0.02%-57Timeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 261 shares; 2025Q1: 1,156 shares; 2025Q2: 1,176 shares; 2025Q3: 1,030 shares; 2025Q4: 4,347 shares; 2026Q1: 2,083 shares 2,083$54.8K0.02%-2,264Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 962 shares 962$54.8K0.02%+398Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 17 shares; 2025Q2: 31 shares; 2025Q3: 39 shares; 2025Q4: 38 shares; 2026Q1: 37 shares 37$54.5K0.02%-1Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 17 shares; 2025Q2: 39 shares; 2025Q3: 109 shares; 2025Q4: 112 shares; 2026Q1: 115 shares 115$54.4K0.02%+3Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 33 shares; 2025Q1: 53 shares; 2025Q2: 130 shares; 2025Q3: 422 shares; 2025Q4: 349 shares; 2026Q1: 232 shares 232$54.1K0.02%-117Timeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,510 shares; 2025Q2: 1,620 shares; 2025Q3: 1,738 shares; 2025Q4: 5,552 shares; 2026Q1: 4,911 shares 4,911$54K0.01%-641Timeline
MTARCELORMITTAL SA LUXEMBOURGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 565 shares; 2025Q4: 799 shares; 2026Q1: 1,034 shares 1,034$53.7K0.01%+235Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 84 shares; 2025Q1: 29 shares; 2025Q2: 66 shares; 2025Q3: 314 shares; 2025Q4: 263 shares; 2026Q1: 253 shares 253$53.7K0.01%-10Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 22 shares; 2025Q1: 31 shares; 2025Q2: 29 shares; 2025Q3: 78 shares; 2025Q4: 175 shares; 2026Q1: 227 shares 227$53.6K0.01%+52Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 124 shares; 2025Q4: 123 shares; 2026Q1: 133 shares 133$53.1K0.01%+10Timeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 15 shares; 2025Q2: 69 shares; 2025Q3: 395 shares; 2025Q4: 198 shares; 2026Q1: 253 shares 253$52.7K0.01%+55Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 97 shares; 2025Q1: 104 shares; 2025Q2: 107 shares; 2025Q3: 712 shares; 2025Q4: 714 shares; 2026Q1: 951 shares 951$52.5K0.01%+237Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 551 shares; 2025Q1: 2,128 shares; 2025Q2: 1,572 shares; 2025Q3: 2,149 shares; 2025Q4: 2,006 shares; 2026Q1: 1,039 shares 1,039$51.9K0.01%-967Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 232 shares; 2025Q1: 7 shares; 2025Q2: 32 shares; 2025Q3: 287 shares; 2025Q4: 145 shares; 2026Q1: 225 shares 225$51.8K0.01%+80Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 24 shares; 2025Q1: 50 shares; 2025Q2: 56 shares; 2025Q3: 255 shares; 2025Q4: 483 shares; 2026Q1: 261 shares 261$51.8K0.01%-222Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 208 shares; 2025Q1: 179 shares; 2025Q2: 183 shares; 2025Q3: 367 shares; 2025Q4: 342 shares; 2026Q1: 555 shares 555$51.6K0.01%+213Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 23 shares; 2025Q2: 396 shares; 2025Q3: 469 shares; 2025Q4: 468 shares; 2026Q1: 450 shares 450$51.6K0.01%-18Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 39 shares; 2025Q1: 223 shares; 2025Q2: 197 shares; 2025Q3: 199 shares; 2025Q4: 194 shares; 2026Q1: 379 shares 379$51.5K0.01%+185Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 14 shares; 2025Q1: 22 shares; 2025Q2: 24 shares; 2025Q3: 30 shares; 2025Q4: 329 shares; 2026Q1: 518 shares 518$51.5K0.01%+189Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 21 shares; 2025Q1: 33 shares; 2025Q2: 125 shares; 2025Q3: 70 shares; 2025Q4: 273 shares; 2026Q1: 839 shares 839$51.5K0.01%+566Timeline
MFGMIZUHO FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,129 shares; 2025Q4: 4,863 shares; 2026Q1: 6,464 shares 6,464$51.3K0.01%+1,601Timeline
TDTORONTO DOMINION BK ONTQuarterly 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: 332 shares; 2025Q4: 332 shares; 2026Q1: 549 shares 549$51.2K0.01%+217Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 254 shares; 2025Q1: 202 shares; 2025Q2: 227 shares; 2025Q3: 449 shares; 2025Q4: 896 shares; 2026Q1: 1,378 shares 1,378$51K0.01%+482Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 75 shares; 2025Q4: 152 shares; 2026Q1: 177 shares 177$50.8K0.01%+25Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 369 shares; 2025Q4: 1,308 shares; 2026Q1: 1,249 shares 1,249$50.6K0.01%-59Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 27 shares; 2025Q1: 56 shares; 2025Q2: 66 shares; 2025Q3: 439 shares; 2025Q4: 304 shares; 2026Q1: 385 shares 385$50.5K0.01%+81Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 92 shares 92$50.1K0.01%-1Timeline
NNNNNN REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 724 shares; 2025Q3: 1,818 shares; 2025Q4: 1,237 shares; 2026Q1: 1,191 shares 1,191$50.1K0.01%-46Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 238 shares; 2025Q1: 395 shares; 2025Q2: 456 shares; 2025Q3: 566 shares; 2025Q4: 848 shares; 2026Q1: 311 shares 311$49.9K0.01%-537Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 142 shares; 2025Q4: 268 shares; 2026Q1: 469 shares 469$49.8K0.01%+201Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 114 shares 114$49.8K0.01%+81Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 71 shares; 2025Q1: 330 shares; 2025Q2: 137 shares; 2025Q3: 174 shares; 2025Q4: 547 shares; 2026Q1: 605 shares 605$49.7K0.01%+58Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 253 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258$49.5K0.01%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,607 shares; 2025Q1: 5,589 shares; 2025Q2: 5,680 shares; 2025Q3: 5,895 shares; 2025Q4: 3,095 shares; 2026Q1: 1,701 shares 1,701$49.3K0.01%-1,394Timeline
BYDBOYD GAMING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 203 shares; 2025Q3: 532 shares; 2025Q4: 465 shares; 2026Q1: 595 shares 595$48.9K0.01%+130Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 357 shares; 2025Q1: 458 shares; 2025Q2: 480 shares; 2025Q3: 548 shares; 2025Q4: 546 shares; 2026Q1: 596 shares 596$48.8K0.01%+50Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 908 shares; 2025Q1: 995 shares; 2025Q2: 772 shares; 2025Q3: 795 shares; 2025Q4: 789 shares; 2026Q1: 795 shares 795$48.5K0.01%+6Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 133 shares; 2025Q3: 768 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517$48.4K0.01%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418$48K0.01%newTimeline
TAKTAKEDA PHARMACEUTICAL CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 196 shares; 2025Q1: 193 shares; 2025Q2: 199 shares; 2025Q3: 2,711 shares; 2025Q4: 1,818 shares; 2026Q1: 2,581 shares 2,581$47.8K0.01%+763Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 325 shares; 2025Q1: 383 shares; 2025Q2: 69 shares; 2025Q3: 354 shares; 2025Q4: 148 shares; 2026Q1: 206 shares 206$47.8K0.01%+58Timeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 698 shares; 2025Q3: 1,135 shares; 2025Q4: 1,253 shares; 2026Q1: 1,356 shares 1,356$47.8K0.01%+103Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 9,478 shares 9,478$47.7K0.01%+3,913Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: 559 shares; 2025Q2: 2,846 shares; 2025Q3: 2,684 shares; 2025Q4: 2,989 shares; 2026Q1: 3,281 shares 3,281$47.7K0.01%+292Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 127 shares; 2025Q1: 128 shares; 2025Q2: 122 shares; 2025Q3: 83 shares; 2025Q4: 58 shares; 2026Q1: 195 shares 195$47.6K0.01%+137Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: 489 shares; 2025Q2: 466 shares; 2025Q3: 467 shares; 2025Q4: 68 shares; 2026Q1: 755 shares 755$46.7K0.01%+687Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 49 shares; 2025Q3: 349 shares; 2025Q4: 329 shares; 2026Q1: 282 shares 282$46.5K0.01%-47Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 261 shares; 2025Q3: 272 shares; 2025Q4: 511 shares; 2026Q1: 515 shares 515$46.4K0.01%+4Timeline
LITELUMENTUM HLDGS INCQuarterly 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: 66 shares 66$46.4K0.01%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 34 shares; 2025Q1: 35 shares; 2025Q2: 266 shares; 2025Q3: 674 shares; 2025Q4: 336 shares; 2026Q1: 322 shares 322$46.2K0.01%-14Timeline
BPOPPOPULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 22 shares; 2025Q1: 89 shares; 2025Q2: 97 shares; 2025Q3: 352 shares; 2025Q4: 312 shares; 2026Q1: 344 shares 344$46.2K0.01%+32Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 37 shares; 2025Q3: 49 shares; 2025Q4: 34 shares; 2026Q1: 106 shares 106$45.8K0.01%+72Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 87 shares; 2025Q3: 256 shares; 2025Q4: 866 shares; 2026Q1: 1,029 shares 1,029$45.7K0.01%+163Timeline
OMFONEMAIN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 367 shares; 2025Q1: 12 shares; 2025Q2: 59 shares; 2025Q3: 214 shares; 2025Q4: 349 shares; 2026Q1: 850 shares 850$45.5K0.01%+501Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares 1,551$45.2K0.01%newTimeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 121 shares; 2025Q3: 126 shares; 2025Q4: 1,718 shares; 2026Q1: 2,251 shares 2,251$45.1K0.01%+533Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 376 shares; 2025Q1: 380 shares; 2025Q2: 1,128 shares; 2025Q3: 1,166 shares; 2025Q4: 1,113 shares; 2026Q1: 1,057 shares 1,057$45K0.01%-56Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 200 shares; 2025Q3: 343 shares; 2025Q4: 342 shares; 2026Q1: 289 shares 289$44.9K0.01%-53Timeline
SMFGSUMITOMO MITSUI FIN GRP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares; 2025Q4: 1,551 shares; 2026Q1: 2,275 shares 2,275$44.9K0.01%+724Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 27 shares; 2025Q2: 21 shares; 2025Q3: 45 shares; 2025Q4: 42 shares; 2026Q1: 53 shares 53$44.8K0.01%+11Timeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 259 shares; 2025Q3: 286 shares; 2025Q4: 294 shares; 2026Q1: 425 shares 425$44.7K0.01%+131Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 265 shares; 2025Q4: 283 shares; 2026Q1: 202 shares 202$44.7K0.01%-81Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 63 shares; 2025Q2: 73 shares; 2025Q3: 211 shares; 2025Q4: 433 shares; 2026Q1: 939 shares 939$44.5K0.01%+506Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 12 shares; 2025Q4: 54 shares; 2026Q1: 61 shares 61$44.4K0.01%+7Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 159 shares; 2025Q1: 1,289 shares; 2025Q2: 1,283 shares; 2025Q3: 1,246 shares; 2025Q4: 1,141 shares; 2026Q1: 1,081 shares 1,081$44.4K0.01%-60Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 42 shares; 2025Q3: 806 shares; 2025Q4: 21 shares; 2026Q1: 1,739 shares 1,739$44.3K0.01%+1,718Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 122 shares; 2025Q3: 190 shares; 2025Q4: 193 shares; 2026Q1: 255 shares 255$44.3K0.01%+62Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,890 shares; 2025Q1: 2,932 shares; 2025Q2: 59 shares; 2025Q3: 585 shares; 2025Q4: 713 shares; 2026Q1: 737 shares 737$44.2K0.01%+24Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 149 shares; 2025Q2: 174 shares; 2025Q3: 485 shares; 2025Q4: 268 shares; 2026Q1: 470 shares 470$44.2K0.01%+202Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 125 shares; 2025Q1: 124 shares; 2025Q2: 118 shares; 2025Q3: 371 shares; 2025Q4: 372 shares; 2026Q1: 668 shares 668$44.2K0.01%+296Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 189 shares; 2025Q1: 238 shares; 2025Q2: 29 shares; 2025Q3: 226 shares; 2025Q4: 254 shares; 2026Q1: 246 shares 246$44K0.01%-8Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 3,313 shares; 2025Q1: 3,234 shares; 2025Q2: 2,432 shares; 2025Q3: 2,116 shares; 2025Q4: 890 shares; 2026Q1: 628 shares 628$43.5K0.01%-262Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 298 shares; 2025Q1: 383 shares; 2025Q2: 431 shares; 2025Q3: 587 shares; 2025Q4: 608 shares; 2026Q1: 594 shares 594$43.4K0.01%-14Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 139 shares; 2025Q1: 159 shares; 2025Q2: 198 shares; 2025Q3: 226 shares; 2025Q4: 364 shares; 2026Q1: 371 shares 371$42.9K0.01%+7Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 26 shares; 2025Q1: 70 shares; 2025Q2: 73 shares; 2025Q3: 200 shares; 2025Q4: 207 shares; 2026Q1: 176 shares 176$42.7K0.01%-31Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 19 shares; 2025Q1: 151 shares; 2025Q2: 60 shares; 2025Q3: 65 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62$42.6K0.01%+1Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 518 shares 518$42.5K0.01%newTimeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400$42.4K0.01%0Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 97 shares; 2025Q2: 106 shares; 2025Q3: 850 shares; 2025Q4: 553 shares; 2026Q1: 550 shares 550$42.4K0.01%-3Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 315 shares; 2025Q1: 275 shares; 2025Q2: 271 shares; 2025Q3: 267 shares; 2025Q4: 265 shares; 2026Q1: 268 shares 268$42.2K0.01%+3Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 446 shares; 2025Q1: 435 shares; 2025Q2: 440 shares; 2025Q3: 1,367 shares; 2025Q4: 1,146 shares; 2026Q1: 2,034 shares 2,034$42.1K0.01%+888Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 404 shares; 2025Q3: 335 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312$42K0.01%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 677 shares; 2025Q1: 408 shares; 2025Q2: 412 shares; 2025Q3: 588 shares; 2025Q4: 209 shares; 2026Q1: 280 shares 280$41.9K0.01%+71Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 116 shares; 2026Q1: 203 shares 203$41.8K0.01%+87Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 509 shares; 2025Q1: 760 shares; 2025Q2: 278 shares; 2025Q3: 282 shares; 2025Q4: 281 shares; 2026Q1: 287 shares 287$41.7K0.01%+6Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 372 shares; 2025Q2: 379 shares; 2025Q3: 661 shares; 2025Q4: 666 shares; 2026Q1: 611 shares 611$41.5K0.01%-55Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 71 shares; 2025Q1: 362 shares; 2025Q2: 49 shares; 2025Q3: 134 shares; 2025Q4: 133 shares; 2026Q1: 149 shares 149$40.8K0.01%+16Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 582 shares 582$40.6K0.01%newTimeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 317 shares; 2025Q4: 127 shares; 2026Q1: 1,113 shares 1,113$40.5K0.01%+986Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2 shares; 2025Q1: 41 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 85 shares; 2026Q1: 711 shares 711$40.5K0.01%+626Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 26 shares; 2025Q3: 431 shares; 2025Q4: 569 shares; 2026Q1: 495 shares 495$40.5K0.01%-74Timeline
BMOBANK OF MONTREALQuarterly 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: 215 shares; 2025Q4: 215 shares; 2026Q1: 297 shares 297$40.2K0.01%+82Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 139 shares; 2025Q1: 160 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 418 shares; 2026Q1: 465 shares 465$40K0.01%+47Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 1,784 shares; 2025Q3: 2,306 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390$40K0.01%0Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 201 shares; 2025Q2: 156 shares; 2025Q3: 442 shares; 2025Q4: 94 shares; 2026Q1: 368 shares 368$39.8K0.01%+274Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 43 shares; 2026Q1: 101 shares 101$39.8K0.01%+58Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 551 shares; 2025Q1: 589 shares; 2025Q2: 382 shares; 2025Q3: 387 shares; 2025Q4: 417 shares; 2026Q1: 586 shares 586$39.6K0.01%+169Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 63 shares; 2025Q1: 80 shares; 2025Q2: 378 shares; 2025Q3: 442 shares; 2025Q4: 325 shares; 2026Q1: 359 shares 359$39.3K0.01%+34Timeline
LOPEGRAND CANYON ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 66 shares; 2025Q1: 125 shares; 2025Q2: 139 shares; 2025Q3: 203 shares; 2025Q4: 253 shares; 2026Q1: 231 shares 231$39.3K0.01%-22Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 7 shares; 2025Q3: 4 shares; 2025Q4: 160 shares; 2026Q1: 926 shares 926$39.1K0.01%+766Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 56 shares; 2025Q2: 47 shares; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 337 shares 337$39K0.01%+253Timeline
DRSLEONARDO DRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 54 shares; 2025Q1: 94 shares; 2025Q2: 243 shares; 2025Q3: 541 shares; 2025Q4: 675 shares; 2026Q1: 875 shares 875$39K0.01%+200Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 203 shares; 2025Q1: 516 shares; 2025Q2: 465 shares; 2025Q3: 802 shares; 2025Q4: 703 shares; 2026Q1: 1,300 shares 1,300$38.3K0.01%+597Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 1 shares; 2025Q1: 6 shares; 2025Q2: 21 shares; 2025Q3: 35 shares; 2025Q4: 260 shares; 2026Q1: 262 shares 262$38.1K0.01%+2Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 70 shares; 2026Q1: 200 shares 200$37.8K0.01%+130Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 60 shares; 2025Q1: 49 shares; 2025Q2: 622 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656$37.4K0.01%0Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 15 shares; 2025Q2: 23 shares; 2025Q3: 173 shares; 2025Q4: 282 shares; 2026Q1: 575 shares 575$37.4K0.01%+293Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 44 shares; 2025Q3: 79 shares; 2025Q4: 83 shares; 2026Q1: 162 shares 162$37.2K0.01%+79Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 22 shares; 2025Q2: 32 shares; 2025Q3: 23 shares; 2025Q4: 433 shares; 2026Q1: 215 shares 215$37.1K0.01%-218Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,216 shares; 2025Q1: 2,352 shares; 2025Q2: 197 shares; 2025Q3: 561 shares; 2025Q4: 1,160 shares; 2026Q1: 1,981 shares 1,981$37K0.01%+821Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 60 shares; 2025Q4: 64 shares; 2026Q1: 68 shares 68$37K0.01%+4Timeline
CMCCOMMERCIAL METALS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 465 shares; 2025Q3: 477 shares; 2025Q4: 488 shares; 2026Q1: 601 shares 601$36.9K0.01%+113Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432$36.8K0.01%0Timeline
FMNBFARMERS NATIONAL BANC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,589 shares; 2025Q2: 2,592 shares; 2025Q3: 2,665 shares; 2025Q4: 2,799 shares; 2026Q1: 2,789 shares 2,789$36.7K0.01%-10Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172 shares; 2025Q2: 199 shares; 2025Q3: 250 shares; 2025Q4: 827 shares; 2026Q1: 1,314 shares 1,314$36.7K0.01%+487Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221 shares; 2025Q1: 216 shares; 2025Q2: 397 shares; 2025Q3: 522 shares; 2025Q4: 555 shares; 2026Q1: 526 shares 526$36.5K0.01%-29Timeline
FRPTFRESHPET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 44 shares; 2025Q1: 2 shares; 2025Q2: 288 shares; 2025Q3: 26 shares; 2025Q4: 626 shares; 2026Q1: 618 shares 618$36.4K0.01%-8Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52$36.3K0.01%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332$36.2K0.01%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 6 shares; 2025Q1: 23 shares; 2025Q2: 22 shares; 2025Q3: 117 shares; 2025Q4: 77 shares; 2026Q1: 123 shares 123$36K0.01%+46Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 1 shares; 2025Q2: 445 shares; 2025Q3: 613 shares; 2025Q4: 668 shares; 2026Q1: 546 shares 546$36K0.01%-122Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 375 shares; 2025Q1: 342 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 340 shares; 2026Q1: 281 shares 281$35.8K0.01%-59Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 12 shares; 2025Q1: 76 shares; 2025Q2: 94 shares; 2025Q3: 124 shares; 2025Q4: 122 shares; 2026Q1: 175 shares 175$35.7K0.01%+53Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 11 shares; 2025Q1: 41 shares; 2025Q2: 195 shares; 2025Q3: 200 shares; 2025Q4: 183 shares; 2026Q1: 181 shares 181$35.6K0.01%-2Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 42 shares; 2025Q1: 195 shares; 2025Q2: 237 shares; 2025Q3: 587 shares; 2025Q4: 598 shares; 2026Q1: 610 shares 610$35.6K0.01%+12Timeline

Sold out in Q1 2026

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

The largest 100 of 147. All 147

SecurityShares beforeValue beforeType
VXUSVANGUARD STAR FDS19,356$1.46Mshares
VCRBVANGUARD MALVERN FDS9,158$713Kshares
DGROISHARES TR3,785$263Kshares
IGROISHARES TR2,940$243Kshares
VTELVANGUARD MUN BD FDS2,025$210Kshares
IVESWEDBUSH SER TR6,166$195Kshares
IUSGISHARES TR1,000$168Kshares
EXASEXACT SCIENCES CORP983$99.8Kshares
CFLTCONFLUENT INC-CLASS A3,209$97Kshares
SNVSYNOVUS FINANCIAL CORP985$49.3Kshares
CRBGCOREBRIDGE FINL INC1,233$37.2Kshares
IWBISHARES TR86$32.1Kshares
DAYDAYFORCE INC462$32Kshares
AZNASTRAZENECA PLC-SPONS ADR274$25.2Kshares
AMCOR PLCAMCOR PLC2,887$24.1Kshares
AZOAUTOZONE INC7$23.7Kshares
IWRISHARES TR245$23.6Kshares
JAMFJAMF HOLDING CORP1,585$20.6Kshares
DUOLDUOLINGO INC110$19.3Kshares
CIVICIVITAS RESOURCES INC477$12.9Kshares
REVGREV GROUP INC212$12.9Kshares
USHYISHARES TR300$11.2Kshares
EBEVENTBRITE INC-CLASS A2,268$10.1Kshares
HIHILLENBRAND INC313$9.93Kshares
HOUSANYWHERE REAL ESTATE INC693$9.81Kshares
GUESS? INCGUESS? INC564$9.45Kshares
CORTCORCEPT THERAPEUTICS INC218$7.59Kshares
THSTREEHOUSE FOODS INC318$7.5Kshares
FRGEFORGE GLOBAL HOLDINGS INC134$5.97Kshares
RITMRITHM CAPITAL CORP532$5.8Kshares
AGLAGILON HEALTH INC COM (DE)6,337$4.37Kshares
QIAGEN N.V.QIAGEN N.V.95$4.27Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL9$4.01Kshares
MNKDMANNKIND CORP686$3.89Kshares
SCZISHARES TR49$3.8Kshares
OIO-I GLASS INC249$3.68Kshares
LAZLAZARD INC75$3.64Kshares
LADLITHIA MTRS INC10$3.32Kshares
CDTXCIDARA THERAPEUTICS INC14$3.09Kshares
CMACOMERICA INC34$2.98Kshares
DENNDENNY'S CORP460$2.86Kshares
UFPIUFP INDUSTRIES INC31$2.82Kshares
ATHMAUTOHOME INC123$2.74Kshares
EATBRINKER INTL INC19$2.73Kshares
INDIVIOR PLCINDIVIOR PLC59$2.12Kshares
DEIDOUGLAS EMMETT INC186$2.04Kshares
IRTCIRHYTHM HOLDINGS INC11$1.95Kshares
HLIHOULIHAN LOKEY INC10$1.74Kshares
ZEUSOLYMPIC STEEL INC36$1.54Kshares
PFSIPENNYMAC FINL SVCS INC NEW12$1.52Kshares
VTYXVENTYX BIOSCIENCES INC165$1.49Kshares
QFINQFIN HOLDINGS INC77$1.48Kshares
AGYSAGILYSYS INC12$1.43Kshares
OIHVANECK ETF TRUST5$1.42Kshares
PJTPJT PARTNERS INC8$1.34Kshares
AMSFAMERISAFE INC30$1.15Kshares
RNAMAVIDITY BIOSCIENCES INC15$1.08Kshares
FYBRFRONTIER COMMUNICATIONS PARE28$1.07Kshares
PIPRPIPER SANDLER COS3$1.02Kshares
LADRLADDER CAP CORP92$1.01Kshares
GRABGRAB HOLDINGS LIMITED202$1.01Kshares
MOFGMIDWESTONE FINANCIAL GROUP I26$1Kshares
AIVAPARTMENT INVT & MGMT CO164$975shares
BLDRBUILDERS FIRSTSOURCE INC9$927shares
CBRLCRACKER BARREL OLD CTRY STOR36$915shares
HIMSHIMS & HERS HEALTH INC28$910shares
CNOCNO FINL GROUP INC21$889shares
GOGROCERY OUTLET HLDG CORP85$859shares
LOARLOAR HOLDINGS INC12$816shares
PCHPOTLATCHDELTIC CORP19$756shares
WINGWINGSTOP INC3$716shares
HNIHNI CORP17$715shares
BOWBOWHEAD SPECIALTY HLDGS INC24$685shares
SKWDSKYWARD SPECIALTY INS GROUP13$665shares
BBUCBROOKFIELD BUSINESS HOLDINGS18$646shares
LDILOANDEPOT INC281$582shares
ARLOARLO TECHNOLOGIES INC34$476shares
CNKCINEMARK HLDGS INC20$465shares
FWRGFIRST WATCH RESTAURANT GROUP30$453shares
WPPWPP PLC NEW20$450shares
WKCWORLD KINECT CORPORATION19$446shares
OXMOXFORD INDS INC13$445shares
BLBLACKLINE INC8$443shares
VMRKVIVMARK RESIDENTIAL7$442shares
APAMARTISAN PARTNERS ASSET MGMT10$408shares
CRAICRA INTL INC2$402shares
GSHDGOOSEHEAD INS INC5$369shares
CNMDCONMED CORP9$366shares
GEOGEO GROUP INC22$355shares
OSGOCTAVE SPECIALTY GROUP INC45$351shares
FSFGFIRST SVGS FINL GROUP INC11$351shares
CCBCOASTAL FINL CORP WA3$344shares
ALEXALEXANDER & BALDWIN INC16$331shares
HOMBHOME BANCSHARES INC11$306shares
DORMDORMAN PRODS INC2$247shares
FRHCFREEDOM HOLDING CORP2$244shares
MBCMASTERBRAND INC21$232shares
PLAYDAVE & BUSTERS ENTMT INC14$227shares
PMTPENNYMAC MTG INVT TR18$226shares
VITLVITAL FARMS INC7$224shares

How Q1 2026 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001966033-26-000003 base2026-04-13acceptance time not in the bulk data set