GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,207 shares; 2024Q4: 58,450 shares; 2025Q1: 56,142 shares; 2025Q2: 53,319 shares; 2025Q3: 46,338 shares; 2025Q4: 46,662 shares; 2026Q1: 44,818 shares 44,818 $2.47M 0.02% -1,844 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,421 shares; 2025Q2: 44,024 shares; 2025Q3: 63,181 shares; 2025Q4: 80,085 shares; 2026Q1: 100,103 shares 100,103 $2.44M 0.02% +20,018 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,633 shares; 2025Q2: 41,975 shares; 2025Q3: 60,275 shares; 2025Q4: 76,340 shares; 2026Q1: 95,160 shares 95,160 $2.44M 0.02% +18,820 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: not reported; 2025Q1: 18,450 shares; 2025Q2: 27,032 shares; 2025Q3: 23,711 shares; 2025Q4: 109,004 shares; 2026Q1: 125,886 shares 125,886 $2.43M 0.01% +16,882 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,426 shares; 2024Q4: 35,883 shares; 2025Q1: 31,715 shares; 2025Q2: 35,943 shares; 2025Q3: 34,711 shares; 2025Q4: 37,207 shares; 2026Q1: 39,197 shares 39,197 $2.42M 0.01% +1,990 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,581 shares; 2024Q4: 54,526 shares; 2025Q1: 49,661 shares; 2025Q2: 46,291 shares; 2025Q3: 46,194 shares; 2025Q4: 58,482 shares; 2026Q1: 52,753 shares 52,753 $2.4M 0.01% -5,729 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 35,124 shares; 2025Q1: 34,845 shares; 2025Q2: 35,139 shares; 2025Q3: 32,385 shares; 2025Q4: 33,825 shares; 2026Q1: 33,686 shares 33,686 $2.4M 0.01% -139 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,374 shares; 2024Q4: 68,640 shares; 2025Q1: 65,997 shares; 2025Q2: 60,811 shares; 2025Q3: 54,856 shares; 2025Q4: 54,655 shares; 2026Q1: 49,675 shares 49,675 $2.39M 0.01% -4,980 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 6,096 shares; 2025Q1: 7,157 shares; 2025Q2: 9,816 shares; 2025Q3: 8,609 shares; 2025Q4: 8,764 shares; 2026Q1: 8,128 shares 8,128 $2.38M 0.01% -636 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,718 shares; 2025Q1: 3,840 shares; 2025Q2: 12,442 shares; 2025Q3: 11,760 shares; 2025Q4: 10,636 shares; 2026Q1: 11,436 shares 11,436 $2.36M 0.01% +800 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,502 shares; 2025Q1: 10,473 shares; 2025Q2: 9,714 shares; 2025Q3: 9,700 shares; 2025Q4: 9,140 shares; 2026Q1: 9,141 shares 9,141 $2.35M 0.01% +1 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,603 shares; 2024Q4: 24,561 shares; 2025Q1: 25,197 shares; 2025Q2: 22,784 shares; 2025Q3: 27,155 shares; 2025Q4: 26,174 shares; 2026Q1: 32,734 shares 32,734 $2.33M 0.01% +6,560 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,492 shares; 2025Q1: 2,342 shares; 2025Q2: 5,368 shares; 2025Q3: 6,342 shares; 2025Q4: 10,323 shares; 2026Q1: 14,659 shares 14,659 $2.32M 0.01% +4,336 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 4,405 shares; 2025Q1: 4,428 shares; 2025Q2: 4,601 shares; 2025Q3: 6,737 shares; 2025Q4: 6,342 shares; 2026Q1: 5,838 shares 5,838 $2.31M 0.01% -504 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,639 shares; 2026Q1: 9,774 shares 9,774 $2.31M 0.01% -865 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,782 shares; 2026Q1: 90,328 shares 90,328 $2.28M 0.01% +29,546 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,758 shares; 2025Q1: 7,682 shares; 2025Q2: 6,218 shares; 2025Q3: 6,079 shares; 2025Q4: 10,985 shares; 2026Q1: 11,046 shares 11,046 $2.28M 0.01% +61 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 22,917 shares; 2025Q1: 22,831 shares; 2025Q2: 23,015 shares; 2025Q3: 22,906 shares; 2025Q4: 25,759 shares; 2026Q1: 25,759 shares 25,759 $2.27M 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,370 shares; 2025Q1: 2,356 shares; 2025Q2: 2,234 shares; 2025Q3: 2,571 shares; 2025Q4: 2,982 shares; 2026Q1: 2,940 shares 2,940 $2.27M 0.01% -42 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,836 shares; 2024Q4: 88,752 shares; 2025Q1: 82,616 shares; 2025Q2: 57,732 shares; 2025Q3: 38,951 shares; 2025Q4: 41,375 shares; 2026Q1: 41,168 shares 41,168 $2.27M 0.01% -207 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,108 shares; 2026Q1: 19,508 shares 19,508 $2.25M 0.01% +2,400 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,536 shares; 2024Q4: 26,103 shares; 2025Q1: 33,505 shares; 2025Q2: 34,885 shares; 2025Q3: 34,641 shares; 2025Q4: 41,876 shares; 2026Q1: 44,353 shares 44,353 $2.23M 0.01% +2,477 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,229 shares; 2024Q4: 51,345 shares; 2025Q1: 47,635 shares; 2025Q2: 36,974 shares; 2025Q3: 32,476 shares; 2025Q4: 28,920 shares; 2026Q1: 22,771 shares 22,771 $2.23M 0.01% -6,149 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,376 shares; 2024Q4: 16,254 shares; 2025Q1: 17,560 shares; 2025Q2: 21,006 shares; 2025Q3: 34,724 shares; 2025Q4: 37,222 shares; 2026Q1: 37,940 shares 37,940 $2.22M 0.01% +718 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,441 shares; 2024Q4: 106,237 shares; 2025Q1: 61,600 shares; 2025Q2: 53,491 shares; 2025Q3: 52,126 shares; 2025Q4: 53,957 shares; 2026Q1: 52,528 shares 52,528 $2.22M 0.01% -1,429 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,060 shares; 2024Q4: 129,800 shares; 2025Q1: 178,541 shares; 2025Q2: 175,278 shares; 2025Q3: 169,920 shares; 2025Q4: 179,086 shares; 2026Q1: 23,571 shares 23,571 $2.21M 0.01% -155,515 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,988 shares; 2025Q1: 6,867 shares; 2025Q2: 9,921 shares; 2025Q3: 10,841 shares; 2025Q4: 13,032 shares; 2026Q1: 13,364 shares 13,364 $2.19M 0.01% +332 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,339 shares; 2024Q4: 120,265 shares; 2025Q1: 125,713 shares; 2025Q2: 139,938 shares; 2025Q3: 178,090 shares; 2025Q4: 182,259 shares; 2026Q1: 193,846 shares 193,846 $2.19M 0.01% +11,587 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 7,685 shares; 2025Q1: 7,112 shares; 2025Q2: 6,834 shares; 2025Q3: 7,495 shares; 2025Q4: 8,085 shares; 2026Q1: 10,433 shares 10,433 $2.16M 0.01% +2,348 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,644 shares; 2025Q1: 5,001 shares; 2025Q2: 6,663 shares; 2025Q3: 6,972 shares; 2025Q4: 6,824 shares; 2026Q1: 6,643 shares 6,643 $2.13M 0.01% -181 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,392 shares; 2025Q1: 7,473 shares; 2025Q2: 7,212 shares; 2025Q3: 8,874 shares; 2025Q4: 7,826 shares; 2026Q1: 7,936 shares 7,936 $2.12M 0.01% +110 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,142 shares; 2024Q4: 17,573 shares; 2025Q1: 18,642 shares; 2025Q2: 15,650 shares; 2025Q3: 9,584 shares; 2025Q4: 10,303 shares; 2026Q1: 16,612 shares 16,612 $2.1M 0.01% +6,309 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,978 shares; 2025Q1: 10,134 shares; 2025Q2: 10,500 shares; 2025Q3: 14,917 shares; 2025Q4: 19,491 shares; 2026Q1: 17,752 shares 17,752 $2.1M 0.01% -1,739 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 16,734 shares; 2025Q1: 16,835 shares; 2025Q2: 16,562 shares; 2025Q3: 17,664 shares; 2025Q4: 19,153 shares; 2026Q1: 22,423 shares 22,423 $2.09M 0.01% +3,270 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,166 shares; 2026Q1: 3,279 shares 3,279 $2.08M 0.01% +1,113 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,318 shares; 2024Q4: 10,088 shares; 2025Q1: 11,194 shares; 2025Q2: 13,342 shares; 2025Q3: 12,741 shares; 2025Q4: 16,931 shares; 2026Q1: 18,376 shares 18,376 $2.08M 0.01% +1,445 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 57,599 shares; 2025Q1: 54,596 shares; 2025Q2: 49,505 shares; 2025Q3: 50,766 shares; 2025Q4: 57,037 shares; 2026Q1: 55,855 shares 55,855 $2.08M 0.01% -1,182 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 9,588 shares; 2025Q1: 11,137 shares; 2025Q2: 9,561 shares; 2025Q3: 10,478 shares; 2025Q4: 10,503 shares; 2026Q1: 13,227 shares 13,227 $2.06M 0.01% +2,724 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,680 shares; 2025Q1: 10,170 shares; 2025Q2: 10,019 shares; 2025Q3: 14,882 shares; 2025Q4: 14,137 shares; 2026Q1: 15,154 shares 15,154 $2.05M 0.01% +1,017 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,982 shares; 2024Q4: 12,997 shares; 2025Q1: 12,960 shares; 2025Q2: 12,981 shares; 2025Q3: 13,165 shares; 2025Q4: 16,924 shares; 2026Q1: 21,845 shares 21,845 $2.05M 0.01% +4,921 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,433 shares; 2024Q4: 35,462 shares; 2025Q1: 36,642 shares; 2025Q2: 36,025 shares; 2025Q3: 34,039 shares; 2025Q4: 32,204 shares; 2026Q1: 36,338 shares 36,338 $2.05M 0.01% +4,134 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,653 shares; 2025Q4: 18,750 shares; 2026Q1: 22,195 shares 22,195 $2.04M 0.01% +3,445 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,334 shares; 2024Q4: 39,651 shares; 2025Q1: 39,706 shares; 2025Q2: 39,354 shares; 2025Q3: 40,482 shares; 2025Q4: 40,709 shares; 2026Q1: 44,409 shares 44,409 $2.01M 0.01% +3,700 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,446 shares; 2025Q1: 2,235 shares; 2025Q2: 2,035 shares; 2025Q3: 2,535 shares; 2025Q4: 2,662 shares; 2026Q1: 3,567 shares 3,567 $2M 0.01% +905 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,264 shares; 2024Q4: 14,977 shares; 2025Q1: 14,123 shares; 2025Q2: 14,090 shares; 2025Q3: 14,400 shares; 2025Q4: 14,540 shares; 2026Q1: 14,747 shares 14,747 $2M 0.01% +207 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 18,907 shares; 2025Q1: 18,375 shares; 2025Q2: 64,297 shares; 2025Q3: 64,874 shares; 2025Q4: 17,732 shares; 2026Q1: 16,919 shares 16,919 $2M 0.01% -813 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 6,253 shares; 2025Q1: 6,474 shares; 2025Q2: 6,577 shares; 2025Q3: 7,951 shares; 2025Q4: 8,500 shares; 2026Q1: 8,320 shares 8,320 $1.99M 0.01% -180 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,940 shares; 2026Q1: 23,402 shares 23,402 $1.99M 0.01% +462 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,681 shares; 2024Q4: 25,476 shares; 2025Q1: 26,190 shares; 2025Q2: 29,367 shares; 2025Q3: 28,912 shares; 2025Q4: 29,365 shares; 2026Q1: 30,616 shares 30,616 $1.98M 0.01% +1,251 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,130 shares; 2026Q1: 17,611 shares 17,611 $1.98M 0.01% +10,481 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,233 shares; 2025Q1: 1,330 shares; 2025Q2: 1,339 shares; 2025Q3: 1,355 shares; 2025Q4: 1,364 shares; 2026Q1: 1,700 shares 1,700 $1.97M 0.01% +336 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 13,003 shares; 2025Q1: 22,787 shares; 2025Q2: 27,654 shares; 2025Q3: 30,239 shares; 2025Q4: 34,527 shares; 2026Q1: 26,823 shares 26,823 $1.96M 0.01% -7,704 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,127 shares; 2024Q4: 21,352 shares; 2025Q1: 16,957 shares; 2025Q2: 39,488 shares; 2025Q3: 40,794 shares; 2025Q4: 42,294 shares; 2026Q1: 45,764 shares 45,764 $1.94M 0.01% +3,470 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,392 shares; 2024Q4: 79,433 shares; 2025Q1: 79,403 shares; 2025Q2: 69,006 shares; 2025Q3: 67,287 shares; 2025Q4: 59,896 shares; 2026Q1: 52,950 shares 52,950 $1.94M 0.01% -6,946 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,672 shares; 2025Q1: 2,649 shares; 2025Q2: 2,657 shares; 2025Q3: 2,725 shares; 2025Q4: 2,674 shares; 2026Q1: 2,657 shares 2,657 $1.94M 0.01% -17 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,516 shares; 2024Q4: 70,431 shares; 2025Q1: 72,994 shares; 2025Q2: 78,432 shares; 2025Q3: 78,277 shares; 2025Q4: 83,979 shares; 2026Q1: 92,324 shares 92,324 $1.93M 0.01% +8,345 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,785 shares; 2024Q4: 106,305 shares; 2025Q1: 107,527 shares; 2025Q2: 104,114 shares; 2025Q3: 108,138 shares; 2025Q4: 110,744 shares; 2026Q1: 112,978 shares 112,978 $1.92M 0.01% +2,234 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,149 shares; 2024Q4: 14,567 shares; 2025Q1: 16,678 shares; 2025Q2: 27,195 shares; 2025Q3: 28,105 shares; 2025Q4: 27,167 shares; 2026Q1: 31,193 shares 31,193 $1.91M 0.01% +4,026 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,284 shares; 2024Q4: 13,566 shares; 2025Q1: 13,044 shares; 2025Q2: 15,700 shares; 2025Q3: 36,214 shares; 2025Q4: 38,050 shares; 2026Q1: 41,614 shares 41,614 $1.91M 0.01% +3,564 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,580 shares; 2026Q1: 69,144 shares 69,144 $1.9M 0.01% +33,564 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,045 shares; 2024Q4: 32,721 shares; 2025Q1: 35,430 shares; 2025Q2: 35,261 shares; 2025Q3: 32,579 shares; 2025Q4: 24,741 shares; 2026Q1: 23,352 shares 23,352 $1.9M 0.01% -1,389 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,349 shares; 2024Q4: 69,014 shares; 2025Q1: 69,888 shares; 2025Q2: 67,403 shares; 2025Q3: 66,591 shares; 2025Q4: 67,567 shares; 2026Q1: 72,591 shares 72,591 $1.9M 0.01% +5,024 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,955 shares; 2026Q1: 46,215 shares 46,215 $1.89M 0.01% -9,740 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 5,272 shares; 2025Q1: 5,251 shares; 2025Q2: 7,510 shares; 2025Q3: 8,383 shares; 2025Q4: 9,775 shares; 2026Q1: 12,571 shares 12,571 $1.89M 0.01% +2,796 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,456 shares; 2025Q1: 4,660 shares; 2025Q2: 4,573 shares; 2025Q3: 8,330 shares; 2025Q4: 8,941 shares; 2026Q1: 9,154 shares 9,154 $1.89M 0.01% +213 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,519 shares; 2024Q4: 14,176 shares; 2025Q1: 13,179 shares; 2025Q2: 11,685 shares; 2025Q3: 11,327 shares; 2025Q4: 11,260 shares; 2026Q1: 10,950 shares 10,950 $1.87M 0.01% -310 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,987 shares; 2024Q4: 22,982 shares; 2025Q1: 23,432 shares; 2025Q2: 22,950 shares; 2025Q3: 23,490 shares; 2025Q4: 22,840 shares; 2026Q1: 22,511 shares 22,511 $1.86M 0.01% -329 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,555 shares; 2026Q1: 20,215 shares 20,215 $1.84M 0.01% +2,660 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,672 shares; 2024Q4: 61,874 shares; 2025Q1: 66,951 shares; 2025Q2: 59,180 shares; 2025Q3: 58,506 shares; 2025Q4: 52,421 shares; 2026Q1: 47,376 shares 47,376 $1.82M 0.01% -5,045 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,340 shares; 2025Q1: 25,467 shares; 2025Q2: 24,378 shares; 2025Q3: 24,313 shares; 2025Q4: 22,950 shares; 2026Q1: 26,215 shares 26,215 $1.82M 0.01% +3,265 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,606 shares; 2024Q4: 22,102 shares; 2025Q1: 18,671 shares; 2025Q2: 28,548 shares; 2025Q3: 28,730 shares; 2025Q4: 20,611 shares; 2026Q1: 27,942 shares 27,942 $1.82M 0.01% +7,331 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 31,501 shares; 2025Q1: 32,292 shares; 2025Q2: 30,636 shares; 2025Q3: 29,553 shares; 2025Q4: 26,769 shares; 2026Q1: 23,947 shares 23,947 $1.8M 0.01% -2,822 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,976 shares; 2025Q1: 8,136 shares; 2025Q2: 9,259 shares; 2025Q3: 9,299 shares; 2025Q4: 18,216 shares; 2026Q1: 21,906 shares 21,906 $1.79M 0.01% +3,690 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,606 shares; 2024Q4: 9,202 shares; 2025Q1: 53,358 shares; 2025Q2: 56,010 shares; 2025Q3: 59,092 shares; 2025Q4: 65,560 shares; 2026Q1: 70,964 shares 70,964 $1.79M 0.01% +5,404 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,534 shares; 2024Q4: 43,093 shares; 2025Q1: 41,579 shares; 2025Q2: 36,974 shares; 2025Q3: 32,663 shares; 2025Q4: 29,456 shares; 2026Q1: 27,467 shares 27,467 $1.79M 0.01% -1,989 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,033 shares; 2024Q4: 18,065 shares; 2025Q1: 18,049 shares; 2025Q2: 17,687 shares; 2025Q3: 17,399 shares; 2025Q4: 3,561 shares; 2026Q1: 11,259 shares 11,259 $1.78M 0.01% +7,698 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,417 shares; 2025Q3: 76,545 shares; 2025Q4: 73,754 shares; 2026Q1: 80,403 shares 80,403 $1.78M 0.01% +6,649 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,825 shares; 2025Q1: 5,777 shares; 2025Q2: 5,652 shares; 2025Q3: 6,620 shares; 2025Q4: 6,654 shares; 2026Q1: 8,458 shares 8,458 $1.77M 0.01% +1,804 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 16,612 shares; 2025Q1: 17,433 shares; 2025Q2: 18,230 shares; 2025Q3: 15,561 shares; 2025Q4: 18,066 shares; 2026Q1: 21,660 shares 21,660 $1.77M 0.01% +3,594 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 60,724 shares; 2025Q1: 59,838 shares; 2025Q2: 63,132 shares; 2025Q3: 88,898 shares; 2025Q4: 89,170 shares; 2026Q1: 85,312 shares 85,312 $1.77M 0.01% -3,858 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,157 shares; 2024Q4: 38,900 shares; 2025Q1: 41,822 shares; 2025Q2: 35,870 shares; 2025Q3: 30,811 shares; 2025Q4: 34,788 shares; 2026Q1: 37,566 shares 37,566 $1.77M 0.01% +2,778 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 20,564 shares; 2025Q1: 23,388 shares; 2025Q2: 24,167 shares; 2025Q3: 21,791 shares; 2025Q4: 22,690 shares; 2026Q1: 24,010 shares 24,010 $1.75M 0.01% +1,320 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,858 shares; 2025Q1: not reported; 2025Q2: 5,306 shares; 2025Q3: 9,832 shares; 2025Q4: 8,913 shares; 2026Q1: 9,722 shares 9,722 $1.75M 0.01% +809 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,733 shares; 2024Q4: 86,733 shares; 2025Q1: 87,274 shares; 2025Q2: 80,185 shares; 2025Q3: 84,346 shares; 2025Q4: 86,244 shares; 2026Q1: 88,212 shares 88,212 $1.74M 0.01% +1,968 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,119 shares; 2024Q4: 14,691 shares; 2025Q1: 10,812 shares; 2025Q2: 14,656 shares; 2025Q3: 16,155 shares; 2025Q4: 16,347 shares; 2026Q1: 17,928 shares 17,928 $1.74M 0.01% +1,581 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 15,891 shares; 2025Q1: 15,192 shares; 2025Q2: 15,177 shares; 2025Q3: 15,259 shares; 2025Q4: 16,321 shares; 2026Q1: 17,517 shares 17,517 $1.74M 0.01% +1,196 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 10,255 shares; 2025Q1: 10,480 shares; 2025Q2: 10,610 shares; 2025Q3: 20,051 shares; 2025Q4: 19,913 shares; 2026Q1: 11,965 shares 11,965 $1.73M 0.01% -7,948 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,493 shares; 2025Q1: 4,567 shares; 2025Q2: 3,894 shares; 2025Q3: 6,861 shares; 2025Q4: 7,938 shares; 2026Q1: 8,273 shares 8,273 $1.73M 0.01% +335 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,498 shares; 2024Q4: 90,500 shares; 2025Q1: 90,874 shares; 2025Q2: 77,941 shares; 2025Q3: 74,586 shares; 2025Q4: 79,816 shares; 2026Q1: 86,107 shares 86,107 $1.73M 0.01% +6,291 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 10,792 shares; 2025Q1: 10,209 shares; 2025Q2: 8,499 shares; 2025Q3: 7,055 shares; 2025Q4: 6,415 shares; 2026Q1: 5,776 shares 5,776 $1.72M 0.01% -639 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,556 shares; 2024Q4: 20,321 shares; 2025Q1: 23,195 shares; 2025Q2: 21,439 shares; 2025Q3: 21,373 shares; 2025Q4: 22,490 shares; 2026Q1: 23,757 shares 23,757 $1.72M 0.01% +1,267 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 13,753 shares; 2025Q1: 11,553 shares; 2025Q2: 16,442 shares; 2025Q3: 19,984 shares; 2025Q4: 19,822 shares; 2026Q1: 16,236 shares 16,236 $1.71M 0.01% -3,586 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,578 shares; 2025Q1: 14,453 shares; 2025Q2: 29,802 shares; 2025Q3: 44,674 shares; 2025Q4: 48,211 shares; 2026Q1: 36,934 shares 36,934 $1.71M 0.01% -11,277 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,492 shares; 2024Q4: 29,400 shares; 2025Q1: 30,309 shares; 2025Q2: 28,779 shares; 2025Q3: 28,877 shares; 2025Q4: 29,564 shares; 2026Q1: 30,395 shares 30,395 $1.7M 0.01% +831 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,051 shares; 2025Q2: 57,100 shares; 2025Q3: 48,711 shares; 2025Q4: 39,896 shares; 2026Q1: 37,169 shares 37,169 $1.69M 0.01% -2,727 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,042 shares; 2025Q4: 35,561 shares; 2026Q1: 31,851 shares 31,851 $1.68M 0.01% -3,710 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,973 shares; 2024Q4: 12,134 shares; 2025Q1: 12,401 shares; 2025Q2: 11,694 shares; 2025Q3: 10,716 shares; 2025Q4: 11,332 shares; 2026Q1: 12,359 shares 12,359 $1.67M 0.01% +1,027 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 10,390 shares; 2025Q1: 9,823 shares; 2025Q2: 10,276 shares; 2025Q3: 10,461 shares; 2025Q4: 10,940 shares; 2026Q1: 13,184 shares 13,184 $1.67M 0.01% +2,244 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,126 shares; 2025Q1: 6,695 shares; 2025Q2: 8,608 shares; 2025Q3: 8,704 shares; 2025Q4: 8,165 shares; 2026Q1: 8,432 shares 8,432 $1.67M 0.01% +267 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 4,981 shares; 2025Q1: 4,663 shares; 2025Q2: 4,105 shares; 2025Q3: 4,099 shares; 2025Q4: 4,180 shares; 2026Q1: 4,636 shares 4,636 $1.66M 0.01% +456 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 17,882 shares; 2025Q1: 9,432 shares; 2025Q2: 9,457 shares; 2025Q3: 10,711 shares; 2025Q4: 10,565 shares; 2026Q1: 10,551 shares 10,551 $1.66M 0.01% -14 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,632 shares; 2025Q3: 42,833 shares; 2025Q4: 44,124 shares; 2026Q1: 43,602 shares 43,602 $1.65M 0.01% -522 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 11,405 shares; 2025Q1: 12,256 shares; 2025Q2: 13,587 shares; 2025Q3: 13,882 shares; 2025Q4: 16,524 shares; 2026Q1: 18,146 shares 18,146 $1.65M 0.01% +1,622 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,048 shares; 2024Q4: 28,098 shares; 2025Q1: 27,791 shares; 2025Q2: 27,839 shares; 2025Q3: 29,450 shares; 2025Q4: 30,322 shares; 2026Q1: 30,927 shares 30,927 $1.64M 0.01% +605 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,354 shares; 2025Q1: 8,277 shares; 2025Q2: 8,407 shares; 2025Q3: 6,213 shares; 2025Q4: 9,087 shares; 2026Q1: 8,634 shares 8,634 $1.64M 0.01% -453 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,623 shares; 2024Q4: 62,237 shares; 2025Q1: 64,066 shares; 2025Q2: 62,789 shares; 2025Q3: 64,302 shares; 2025Q4: 66,368 shares; 2026Q1: 62,488 shares 62,488 $1.63M 0.01% -3,880 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 8,328 shares; 2025Q1: 9,297 shares; 2025Q2: 8,244 shares; 2025Q3: 8,393 shares; 2025Q4: 10,584 shares; 2026Q1: 13,801 shares 13,801 $1.62M 0.01% +3,217 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,081 shares; 2025Q1: 1,173 shares; 2025Q2: 1,234 shares; 2025Q3: 2,225 shares; 2025Q4: 2,491 shares; 2026Q1: 1,483 shares 1,483 $1.62M 0.01% -1,008 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,594 shares; 2024Q4: 65,171 shares; 2025Q1: 61,387 shares; 2025Q2: 53,435 shares; 2025Q3: 47,142 shares; 2025Q4: 43,985 shares; 2026Q1: 47,376 shares 47,376 $1.62M 0.01% +3,391 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,516 shares; 2025Q1: 5,367 shares; 2025Q2: 5,366 shares; 2025Q3: 5,204 shares; 2025Q4: 5,764 shares; 2026Q1: 7,642 shares 7,642 $1.61M 0.01% +1,878 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 9,862 shares; 2025Q1: 10,318 shares; 2025Q2: 10,992 shares; 2025Q3: 11,180 shares; 2025Q4: 14,512 shares; 2026Q1: 16,160 shares 16,160 $1.6M 0.01% +1,648 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,408 shares; 2025Q1: 9,440 shares; 2025Q2: 14,877 shares; 2025Q3: 15,200 shares; 2025Q4: 52,781 shares; 2026Q1: 61,919 shares 61,919 $1.6M 0.01% +9,138 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,960 shares; 2025Q4: 36,960 shares; 2026Q1: 37,077 shares 37,077 $1.57M 0.01% +117 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 8,578 shares; 2025Q1: 11,108 shares; 2025Q2: 12,408 shares; 2025Q3: 12,228 shares; 2025Q4: 17,634 shares; 2026Q1: 23,018 shares 23,018 $1.57M 0.01% +5,384 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,958 shares; 2024Q4: 26,514 shares; 2025Q1: 37,175 shares; 2025Q2: 36,674 shares; 2025Q3: 36,112 shares; 2025Q4: 42,240 shares; 2026Q1: 56,598 shares 56,598 $1.55M 0.01% +14,358 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,530 shares; 2024Q4: 48,618 shares; 2025Q1: 45,223 shares; 2025Q2: 41,224 shares; 2025Q3: 37,369 shares; 2025Q4: 34,223 shares; 2026Q1: 33,325 shares 33,325 $1.55M 0.01% -898 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 19,043 shares; 2025Q1: 20,242 shares; 2025Q2: 23,077 shares; 2025Q3: 23,784 shares; 2025Q4: 22,671 shares; 2026Q1: 25,236 shares 25,236 $1.54M 0.01% +2,565 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 3,917 shares; 2025Q1: 4,433 shares; 2025Q2: 3,661 shares; 2025Q3: 3,700 shares; 2025Q4: 5,139 shares; 2026Q1: 5,453 shares 5,453 $1.54M 0.01% +314 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,627 shares; 2024Q4: 24,944 shares; 2025Q1: 25,464 shares; 2025Q2: 26,780 shares; 2025Q3: 23,822 shares; 2025Q4: 24,752 shares; 2026Q1: 25,034 shares 25,034 $1.54M 0.01% +282 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,277 shares; 2025Q1: 3,735 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares; 2025Q4: 6,806 shares; 2026Q1: 6,803 shares 6,803 $1.53M 0.01% -3 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 14,728 shares; 2025Q1: 13,358 shares; 2025Q2: 12,854 shares; 2025Q3: 12,761 shares; 2025Q4: 16,775 shares; 2026Q1: 18,559 shares 18,559 $1.53M 0.01% +1,784 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,355 shares; 2025Q4: 24,929 shares; 2026Q1: 23,312 shares 23,312 $1.53M 0.01% -1,617 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,751 shares; 2024Q4: 16,284 shares; 2025Q1: 13,954 shares; 2025Q2: 13,768 shares; 2025Q3: 13,198 shares; 2025Q4: 12,804 shares; 2026Q1: 12,744 shares 12,744 $1.52M 0.01% -60 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 9,357 shares; 2025Q1: 9,768 shares; 2025Q2: 10,033 shares; 2025Q3: 16,905 shares; 2025Q4: 15,261 shares; 2026Q1: 10,781 shares 10,781 $1.52M 0.01% -4,480 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 12,315 shares; 2025Q3: 15,939 shares; 2025Q4: 15,915 shares; 2026Q1: 15,810 shares 15,810 $1.51M 0.01% -105 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,050 shares; 2024Q4: 136,316 shares; 2025Q1: 131,155 shares; 2025Q2: 123,765 shares; 2025Q3: 126,374 shares; 2025Q4: 41,980 shares; 2026Q1: 45,421 shares 45,421 $1.51M 0.01% +3,441 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,010 shares; 2024Q4: 18,011 shares; 2025Q1: 16,291 shares; 2025Q2: 15,939 shares; 2025Q3: 16,675 shares; 2025Q4: 16,746 shares; 2026Q1: 18,924 shares 18,924 $1.5M 0.01% +2,178 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 13,670 shares; 2025Q1: 15,354 shares; 2025Q2: 16,418 shares; 2025Q3: 16,956 shares; 2025Q4: 22,059 shares; 2026Q1: 23,557 shares 23,557 $1.5M 0.01% +1,498 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,277 shares; 2026Q1: 12,640 shares 12,640 $1.5M 0.01% -637 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,257 shares; 2024Q4: 46,421 shares; 2025Q1: 45,726 shares; 2025Q2: 44,407 shares; 2025Q3: 41,486 shares; 2025Q4: 32,357 shares; 2026Q1: 35,944 shares 35,944 $1.49M 0.01% +3,587 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 6,501 shares; 2025Q1: 6,326 shares; 2025Q2: 6,259 shares; 2025Q3: 6,369 shares; 2025Q4: 6,456 shares; 2026Q1: 7,680 shares 7,680 $1.49M 0.01% +1,224 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 5,366 shares; 2025Q1: 5,005 shares; 2025Q2: 4,516 shares; 2025Q3: 4,477 shares; 2025Q4: 6,094 shares; 2026Q1: 4,739 shares 4,739 $1.49M 0.01% -1,355 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 4,942 shares; 2025Q1: 5,307 shares; 2025Q2: 5,035 shares; 2025Q3: 4,912 shares; 2025Q4: 5,017 shares; 2026Q1: 5,902 shares 5,902 $1.48M 0.01% +885 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,957 shares; 2024Q4: 22,447 shares; 2025Q1: 28,066 shares; 2025Q2: 27,090 shares; 2025Q3: 25,068 shares; 2025Q4: 27,368 shares; 2026Q1: 30,122 shares 30,122 $1.48M 0.01% +2,754 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,636 shares; 2025Q1: 15,564 shares; 2025Q2: 15,130 shares; 2025Q3: 15,126 shares; 2025Q4: 15,009 shares; 2026Q1: 26,834 shares 26,834 $1.47M 0.01% +11,825 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,319 shares; 2025Q2: 53,317 shares; 2025Q3: 51,265 shares; 2025Q4: 51,235 shares; 2026Q1: 52,663 shares 52,663 $1.47M 0.01% +1,428 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 3,431 shares; 2025Q1: 3,330 shares; 2025Q2: 7,832 shares; 2025Q3: 10,194 shares; 2025Q4: 14,650 shares; 2026Q1: 18,761 shares 18,761 $1.47M 0.01% +4,111 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,402 shares; 2024Q4: 19,637 shares; 2025Q1: 19,973 shares; 2025Q2: 21,782 shares; 2025Q3: 22,588 shares; 2025Q4: 23,641 shares; 2026Q1: 21,995 shares 21,995 $1.46M 0.01% -1,646 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,706 shares; 2025Q1: 1,573 shares; 2025Q2: 1,860 shares; 2025Q3: 1,934 shares; 2025Q4: 2,126 shares; 2026Q1: 2,796 shares 2,796 $1.46M 0.01% +670 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,036 shares; 2025Q4: 51,291 shares; 2026Q1: 45,595 shares 45,595 $1.45M 0.01% -5,696 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,858 shares; 2024Q4: 57,066 shares; 2025Q1: 74,380 shares; 2025Q2: 72,943 shares; 2025Q3: 66,560 shares; 2025Q4: 77,776 shares; 2026Q1: 91,973 shares 91,973 $1.44M 0.01% +14,197 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,489 shares; 2024Q4: 28,517 shares; 2025Q1: 28,702 shares; 2025Q2: 30,454 shares; 2025Q3: 29,264 shares; 2025Q4: 28,509 shares; 2026Q1: 30,606 shares 30,606 $1.44M 0.01% +2,097 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 16,404 shares; 2025Q1: 22,206 shares; 2025Q2: 24,194 shares; 2025Q3: 59,579 shares; 2025Q4: 79,216 shares; 2026Q1: 79,146 shares 79,146 $1.43M 0.01% -70 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,661 shares 14,661 $1.42M 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,081 shares; 2025Q1: 1,479 shares; 2025Q2: 1,574 shares; 2025Q3: 3,733 shares; 2025Q4: 3,316 shares; 2026Q1: 3,684 shares 3,684 $1.4M 0.01% +368 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,026 shares; 2024Q4: 19,541 shares; 2025Q1: 19,367 shares; 2025Q2: 19,369 shares; 2025Q3: 19,483 shares; 2025Q4: 21,693 shares; 2026Q1: 23,300 shares 23,300 $1.4M 0.01% +1,607 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,105 shares; 2024Q4: 36,445 shares; 2025Q1: 37,989 shares; 2025Q2: 42,080 shares; 2025Q3: 31,285 shares; 2025Q4: 31,384 shares; 2026Q1: 31,995 shares 31,995 $1.39M 0.01% +611 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,154 shares; 2024Q4: 5,080 shares; 2025Q1: 6,725 shares; 2025Q2: 14,556 shares; 2025Q3: 5,918 shares; 2025Q4: 10,774 shares; 2026Q1: 17,181 shares 17,181 $1.38M 0.01% +6,407 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: 14,902 shares; 2026Q1: 17,367 shares 17,367 $1.37M 0.01% +2,465 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 15,934 shares; 2025Q1: 19,474 shares; 2025Q2: 23,448 shares; 2025Q3: 24,175 shares; 2025Q4: 26,547 shares; 2026Q1: 25,382 shares 25,382 $1.37M 0.01% -1,165 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,871 shares; 2024Q4: 7,532 shares; 2025Q1: 9,558 shares; 2025Q2: 5,497 shares; 2025Q3: 14,390 shares; 2025Q4: 16,946 shares; 2026Q1: 18,706 shares 18,706 $1.37M 0.01% +1,760 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,556 shares 12,556 $1.36M 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,480 shares; 2025Q1: 1,532 shares; 2025Q2: 1,575 shares; 2025Q3: 2,145 shares; 2025Q4: 2,449 shares; 2026Q1: 4,088 shares 4,088 $1.35M 0.01% +1,639 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 2,786 shares; 2025Q1: 2,460 shares; 2025Q2: 4,641 shares; 2025Q3: 7,898 shares; 2025Q4: 8,049 shares; 2026Q1: 7,887 shares 7,887 $1.35M 0.01% -162 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,548 shares; 2025Q4: 44,548 shares; 2026Q1: 44,773 shares 44,773 $1.34M 0.01% +225 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,011 shares; 2024Q4: 98,405 shares; 2025Q1: 78,124 shares; 2025Q2: 70,672 shares; 2025Q3: 59,660 shares; 2025Q4: 50,981 shares; 2026Q1: 44,339 shares 44,339 $1.34M 0.01% -6,642 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,323 shares; 2025Q1: 4,393 shares; 2025Q2: 5,191 shares; 2025Q3: 9,455 shares; 2025Q4: 9,497 shares; 2026Q1: 10,259 shares 10,259 $1.33M 0.01% +762 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 580 shares; 2025Q1: 642 shares; 2025Q2: 644 shares; 2025Q3: 782 shares; 2025Q4: 1,003 shares; 2026Q1: 1,054 shares 1,054 $1.33M 0.01% +51 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,837 shares; 2026Q1: 22,165 shares 22,165 $1.33M 0.01% -4,672 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 700 shares; 2025Q4: 730 shares; 2026Q1: 960 shares 960 $1.32M 0.01% +230 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,465 shares; 2024Q4: 15,854 shares; 2025Q1: 15,939 shares; 2025Q2: 16,927 shares; 2025Q3: 15,913 shares; 2025Q4: 17,160 shares; 2026Q1: 13,526 shares 13,526 $1.32M 0.01% -3,634 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 28,114 shares; 2025Q1: 27,938 shares; 2025Q2: 21,483 shares; 2025Q3: 21,155 shares; 2025Q4: 20,532 shares; 2026Q1: 20,317 shares 20,317 $1.32M 0.01% -215 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 6,045 shares; 2025Q1: 6,388 shares; 2025Q2: 6,617 shares; 2025Q3: 6,675 shares; 2025Q4: 7,791 shares; 2026Q1: 8,988 shares 8,988 $1.31M 0.01% +1,197 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,942 shares 50,942 $1.31M 0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,060 shares; 2024Q4: 85,920 shares; 2025Q1: 101,270 shares; 2025Q2: 43,600 shares; 2025Q3: 20,089 shares; 2025Q4: 20,054 shares; 2026Q1: 22,960 shares 22,960 $1.3M 0.01% +2,906 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,909 shares; 2025Q1: 5,300 shares; 2025Q2: 5,155 shares; 2025Q3: 5,011 shares; 2025Q4: 5,938 shares; 2026Q1: 6,051 shares 6,051 $1.3M 0.01% +113 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,547 shares; 2025Q1: 4,147 shares; 2025Q2: 8,046 shares; 2025Q3: 8,014 shares; 2025Q4: 9,801 shares; 2026Q1: 12,639 shares 12,639 $1.29M 0.01% +2,838 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 12,957 shares; 2025Q1: 13,971 shares; 2025Q2: 14,470 shares; 2025Q3: 14,462 shares; 2025Q4: 14,727 shares; 2026Q1: 14,624 shares 14,624 $1.29M 0.01% -103 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,114 shares; 2024Q4: 217,940 shares; 2025Q1: 15,219 shares; 2025Q2: 14,412 shares; 2025Q3: 10,407 shares; 2025Q4: 17,784 shares; 2026Q1: 22,573 shares 22,573 $1.29M 0.01% +4,789 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,626 shares; 2025Q4: 21,793 shares; 2026Q1: 17,031 shares 17,031 $1.29M 0.01% -4,762 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 5,878 shares; 2025Q1: 8,905 shares; 2025Q2: 10,110 shares; 2025Q3: 10,291 shares; 2025Q4: 10,880 shares; 2026Q1: 10,786 shares 10,786 $1.28M 0.01% -94 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares; 2026Q1: 4,095 shares 4,095 $1.28M 0.01% -25 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,506 shares; 2025Q3: 22,657 shares; 2025Q4: 26,043 shares; 2026Q1: 24,910 shares 24,910 $1.27M 0.01% -1,133 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 5,743 shares; 2025Q1: 5,583 shares; 2025Q2: 4,702 shares; 2025Q3: 4,261 shares; 2025Q4: 12,063 shares; 2026Q1: 11,559 shares 11,559 $1.26M 0.01% -504 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,273 shares; 2024Q4: 16,968 shares; 2025Q1: 8,869 shares; 2025Q2: 12,699 shares; 2025Q3: 12,897 shares; 2025Q4: 15,665 shares; 2026Q1: 17,254 shares 17,254 $1.25M 0.01% +1,589 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,548 shares; 2024Q4: 14,395 shares; 2025Q1: 14,719 shares; 2025Q2: 13,533 shares; 2025Q3: 13,490 shares; 2025Q4: 12,194 shares; 2026Q1: 15,248 shares 15,248 $1.25M 0.01% +3,054 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,375 shares; 2024Q4: 4,874 shares; 2025Q1: 3,378 shares; 2025Q2: 5,022 shares; 2025Q3: 5,433 shares; 2025Q4: 6,255 shares; 2026Q1: 6,786 shares 6,786 $1.24M 0.01% +531 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 12,380 shares; 2025Q1: 9,150 shares; 2025Q2: 17,140 shares; 2025Q3: 17,696 shares; 2025Q4: 19,005 shares; 2026Q1: 17,327 shares 17,327 $1.24M 0.01% -1,678 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,547 shares; 2025Q1: 2,581 shares; 2025Q2: 4,041 shares; 2025Q3: 3,437 shares; 2025Q4: 1,937 shares; 2026Q1: 4,373 shares 4,373 $1.24M 0.01% +2,436 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,187 shares 13,187 $1.23M 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 17,649 shares; 2025Q1: 21,854 shares; 2025Q2: 19,696 shares; 2025Q3: 35,465 shares; 2025Q4: 20,064 shares; 2026Q1: 19,430 shares 19,430 $1.22M 0.01% -634 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,953 shares; 2026Q1: 19,898 shares 19,898 $1.22M 0.01% -55 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 4,611 shares; 2025Q1: 4,581 shares; 2025Q2: 4,720 shares; 2025Q3: 4,655 shares; 2025Q4: 3,686 shares; 2026Q1: 4,490 shares 4,490 $1.22M 0.01% +804 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,787 shares; 2024Q4: 8,953 shares; 2025Q1: 8,977 shares; 2025Q2: 8,825 shares; 2025Q3: 8,418 shares; 2025Q4: 7,579 shares; 2026Q1: 9,239 shares 9,239 $1.21M 0.01% +1,660 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,128 shares; 2025Q1: 12,648 shares; 2025Q2: 17,240 shares; 2025Q3: 20,158 shares; 2025Q4: 26,318 shares; 2026Q1: 28,410 shares 28,410 $1.21M 0.01% +2,092 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,327 shares; 2025Q1: 13,221 shares; 2025Q2: 18,815 shares; 2025Q3: 21,665 shares; 2025Q4: 27,647 shares; 2026Q1: 30,088 shares 30,088 $1.2M 0.01% +2,441 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,959 shares 17,959 $1.2M 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,429 shares; 2025Q1: 13,429 shares; 2025Q2: 13,561 shares; 2025Q3: 12,903 shares; 2025Q4: 12,660 shares; 2026Q1: 12,734 shares 12,734 $1.19M 0.01% +74 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,673 shares; 2024Q4: 39,430 shares; 2025Q1: 22,050 shares; 2025Q2: 20,585 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,872 shares 15,872 $1.19M 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 8,845 shares; 2025Q1: 8,440 shares; 2025Q2: 8,231 shares; 2025Q3: 7,572 shares; 2025Q4: 8,384 shares; 2026Q1: 8,165 shares 8,165 $1.19M 0.01% -219 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,360 shares; 2025Q1: 2,574 shares; 2025Q2: 2,959 shares; 2025Q3: 2,921 shares; 2025Q4: 3,155 shares; 2026Q1: 5,146 shares 5,146 $1.19M 0.01% +1,991 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,279 shares; 2025Q1: 4,541 shares; 2025Q2: 5,976 shares; 2025Q3: 7,121 shares; 2025Q4: 6,819 shares; 2026Q1: 6,784 shares 6,784 $1.18M 0.01% -35 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,236 shares; 2025Q1: 1,011 shares; 2025Q2: 898 shares; 2025Q3: 2,606 shares; 2025Q4: 2,915 shares; 2026Q1: 1,604 shares 1,604 $1.18M 0.01% -1,311 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 4,897 shares; 2025Q2: 4,778 shares; 2025Q3: 4,778 shares; 2025Q4: 5,030 shares; 2026Q1: 13,911 shares 13,911 $1.18M 0.01% +8,881 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,668 shares; 2025Q2: 17,334 shares; 2025Q3: 31,345 shares; 2025Q4: 40,000 shares; 2026Q1: 56,083 shares 56,083 $1.17M 0.01% +16,083 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 13,913 shares; 2025Q1: 17,766 shares; 2025Q2: 11,969 shares; 2025Q3: 13,611 shares; 2025Q4: 16,246 shares; 2026Q1: 15,962 shares 15,962 $1.16M 0.01% -284 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,263 shares; 2024Q4: 23,005 shares; 2025Q1: 22,234 shares; 2025Q2: 21,507 shares; 2025Q3: 21,373 shares; 2025Q4: 21,133 shares; 2026Q1: 20,402 shares 20,402 $1.16M 0.01% -731 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,234 shares; 2025Q1: 3,514 shares; 2025Q2: 2,638 shares; 2025Q3: 2,842 shares; 2025Q4: 3,128 shares; 2026Q1: 3,907 shares 3,907 $1.16M 0.01% +779 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,258 shares; 2024Q4: 684,197 shares; 2025Q1: 587,448 shares; 2025Q2: 6,342 shares; 2025Q3: 4,282 shares; 2025Q4: 4,255 shares; 2026Q1: 14,719 shares 14,719 $1.16M 0.01% +10,464 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,915 shares; 2025Q1: 2,159 shares; 2025Q2: 2,217 shares; 2025Q3: 2,191 shares; 2025Q4: 1,797 shares; 2026Q1: 1,963 shares 1,963 $1.16M 0.01% +166 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 16,128 shares; 2025Q1: 13,981 shares; 2025Q2: 15,015 shares; 2025Q3: 14,865 shares; 2025Q4: 16,869 shares; 2026Q1: 16,665 shares 16,665 $1.15M 0.01% -204 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,262 shares 14,262 $1.15M 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,094 shares; 2025Q1: 16,637 shares; 2025Q2: 16,200 shares; 2025Q3: 15,827 shares; 2025Q4: 17,857 shares; 2026Q1: 16,884 shares 16,884 $1.15M 0.01% -973 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,425 shares; 2026Q1: 12,503 shares 12,503 $1.14M 0.01% +78 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,723 shares 104,723 $1.14M 0.01% new Timeline CBUS CIBUS INC More: the full row for CIBUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576,043 shares 576,043 $1.14M 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 9,742 shares; 2025Q1: 9,418 shares; 2025Q2: 10,919 shares; 2025Q3: 11,243 shares; 2025Q4: 11,927 shares; 2026Q1: 12,383 shares 12,383 $1.14M 0.01% +456 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,565 shares; 2025Q1: 6,948 shares; 2025Q2: 6,796 shares; 2025Q3: 6,912 shares; 2025Q4: 8,234 shares; 2026Q1: 10,322 shares 10,322 $1.13M 0.01% +2,088 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 3,915 shares; 2025Q1: 6,329 shares; 2025Q2: 2,874 shares; 2025Q3: 1,563 shares; 2025Q4: 6,609 shares; 2026Q1: 7,538 shares 7,538 $1.13M 0.01% +929 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,899 shares; 2025Q1: 1,850 shares; 2025Q2: 2,272 shares; 2025Q3: 2,358 shares; 2025Q4: 2,478 shares; 2026Q1: 3,577 shares 3,577 $1.12M 0.01% +1,099 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 9,691 shares; 2025Q1: 5,771 shares; 2025Q2: 6,221 shares; 2025Q3: 34,821 shares; 2025Q4: 36,840 shares; 2026Q1: 34,312 shares 34,312 $1.12M 0.01% -2,528 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,451 shares; 2025Q4: 31,515 shares; 2026Q1: 45,276 shares 45,276 $1.12M 0.01% +13,761 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,714 shares; 2024Q4: 12,707 shares; 2025Q1: 12,529 shares; 2025Q2: 11,754 shares; 2025Q3: 10,754 shares; 2025Q4: 12,208 shares; 2026Q1: 11,827 shares 11,827 $1.12M 0.01% -381 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,276 shares; 2025Q4: 4,734 shares; 2026Q1: 9,273 shares 9,273 $1.12M 0.01% +4,539 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,630 shares; 2025Q2: 14,630 shares; 2025Q3: 14,630 shares; 2025Q4: 13,880 shares; 2026Q1: 22,172 shares 22,172 $1.12M 0.01% +8,292 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,112 shares; 2025Q1: 4,112 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares 4,945 $1.11M 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,133 shares; 2025Q1: 5,177 shares; 2025Q2: 3,817 shares; 2025Q3: 4,072 shares; 2025Q4: 6,283 shares; 2026Q1: 6,473 shares 6,473 $1.11M 0.01% +190 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,288 shares; 2025Q1: 5,335 shares; 2025Q2: 5,296 shares; 2025Q3: 5,083 shares; 2025Q4: 4,985 shares; 2026Q1: 4,933 shares 4,933 $1.11M 0.01% -52 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,839 shares; 2024Q4: 78,697 shares; 2025Q1: 121,562 shares; 2025Q2: 118,246 shares; 2025Q3: 134,910 shares; 2025Q4: 107,931 shares; 2026Q1: 78,542 shares 78,542 $1.11M 0.01% -29,389 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,698 shares; 2025Q1: 11,581 shares; 2025Q2: 12,698 shares; 2025Q3: 12,499 shares; 2025Q4: 12,003 shares; 2026Q1: 13,804 shares 13,804 $1.11M 0.01% +1,801 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares; 2026Q1: 19,494 shares 19,494 $1.11M 0.01% +14,636 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,446 shares; 2024Q4: 11,467 shares; 2025Q1: 11,496 shares; 2025Q2: 11,876 shares; 2025Q3: 16,442 shares; 2025Q4: 14,102 shares; 2026Q1: 20,374 shares 20,374 $1.1M 0.01% +6,272 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,218 shares; 2025Q1: 1,297 shares; 2025Q2: 1,152 shares; 2025Q3: 1,874 shares; 2025Q4: 1,766 shares; 2026Q1: 3,184 shares 3,184 $1.09M 0.01% +1,418 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,381 shares; 2024Q4: 34,274 shares; 2025Q1: 32,924 shares; 2025Q2: 27,240 shares; 2025Q3: 27,796 shares; 2025Q4: 25,406 shares; 2026Q1: 24,064 shares 24,064 $1.09M 0.01% -1,342 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 10,337 shares; 2025Q1: 11,096 shares; 2025Q2: 11,500 shares; 2025Q3: 12,593 shares; 2025Q4: 14,802 shares; 2026Q1: 15,658 shares 15,658 $1.09M 0.01% +856 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 8,194 shares; 2025Q1: 7,776 shares; 2025Q2: 7,780 shares; 2025Q3: 6,548 shares; 2025Q4: 10,040 shares; 2026Q1: 9,808 shares 9,808 $1.08M 0.01% -232 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,466 shares; 2025Q1: 6,524 shares; 2025Q2: 6,473 shares; 2025Q3: 4,763 shares; 2025Q4: 4,062 shares; 2026Q1: 7,773 shares 7,773 $1.08M 0.01% +3,711 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,226 shares; 2025Q1: 2,482 shares; 2025Q2: 2,706 shares; 2025Q3: 5,682 shares; 2025Q4: 4,486 shares; 2026Q1: 5,816 shares 5,816 $1.07M 0.01% +1,330 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,868 shares; 2025Q4: 37,310 shares; 2026Q1: 47,083 shares 47,083 $1.07M 0.01% +9,773 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,416 shares; 2025Q1: 2,327 shares; 2025Q2: 6,276 shares; 2025Q3: 2,320 shares; 2025Q4: 5,500 shares; 2026Q1: 6,978 shares 6,978 $1.07M 0.01% +1,478 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,230 shares; 2026Q1: 67,550 shares 67,550 $1.07M 0.01% +5,320 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares 21,400 $1.07M 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,687 shares; 2024Q4: 150,925 shares; 2025Q1: 149,734 shares; 2025Q2: 143,672 shares; 2025Q3: 142,573 shares; 2025Q4: 144,437 shares; 2026Q1: 133,970 shares 133,970 $1.06M 0.01% -10,467 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,399 shares; 2025Q1: 1,351 shares; 2025Q2: 1,388 shares; 2025Q3: 1,811 shares; 2025Q4: 3,827 shares; 2026Q1: 3,765 shares 3,765 $1.06M 0.01% -62 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,169 shares; 2025Q1: 996 shares; 2025Q2: 1,017 shares; 2025Q3: 1,351 shares; 2025Q4: 3,963 shares; 2026Q1: 3,863 shares 3,863 $1.05M 0.01% -100 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,813 shares; 2025Q1: 10,813 shares; 2025Q2: 10,812 shares; 2025Q3: 10,811 shares; 2025Q4: 10,809 shares; 2026Q1: 11,778 shares 11,778 $1.05M 0.01% +969 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 3,000 shares; 2026Q1: 3,519 shares 3,519 $1.05M 0.01% +519 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 643 shares; 2025Q1: 671 shares; 2025Q2: 669 shares; 2025Q3: 635 shares; 2025Q4: 616 shares; 2026Q1: 599 shares 599 $1.04M 0.01% -17 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 1,470 shares 1,470 $1.03M 0.01% +586 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,099 shares; 2025Q3: 9,656 shares; 2025Q4: 9,127 shares; 2026Q1: 13,918 shares 13,918 $1.03M 0.01% +4,791 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,203 shares; 2024Q4: 30,701 shares; 2025Q1: 28,074 shares; 2025Q2: 27,608 shares; 2025Q3: 31,527 shares; 2025Q4: 36,446 shares; 2026Q1: 43,069 shares 43,069 $1.03M 0.01% +6,623 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,756 shares; 2024Q4: 27,449 shares; 2025Q1: 27,567 shares; 2025Q2: 33,133 shares; 2025Q3: 30,123 shares; 2025Q4: 36,906 shares; 2026Q1: 31,979 shares 31,979 $1.02M 0.01% -4,927 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 10,461 shares; 2025Q1: 11,279 shares; 2025Q2: 9,495 shares; 2025Q3: 11,086 shares; 2025Q4: 13,227 shares; 2026Q1: 14,368 shares 14,368 $1.02M 0.01% +1,141 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,168 shares; 2025Q1: 3,262 shares; 2025Q2: 3,223 shares; 2025Q3: 3,110 shares; 2025Q4: 3,619 shares; 2026Q1: 3,847 shares 3,847 $1.02M 0.01% +228 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,165 shares; 2024Q4: 8,837 shares; 2025Q1: 8,244 shares; 2025Q2: 6,671 shares; 2025Q3: 17,964 shares; 2025Q4: 15,113 shares; 2026Q1: 16,465 shares 16,465 $1.02M 0.01% +1,352 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 3,687 shares; 2025Q1: 4,127 shares; 2025Q2: 3,824 shares; 2025Q3: 7,622 shares; 2025Q4: 7,520 shares; 2026Q1: 8,782 shares 8,782 $1.02M 0.01% +1,262 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,520 shares; 2025Q4: 14,668 shares; 2026Q1: 13,827 shares 13,827 $1.02M 0.01% -841 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,173 shares; 2025Q1: 5,444 shares; 2025Q2: 4,324 shares; 2025Q3: 7,373 shares; 2025Q4: 8,356 shares; 2026Q1: 13,311 shares 13,311 $1.02M 0.01% +4,955 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 1,965 shares; 2025Q1: 1,691 shares; 2025Q2: 1,478 shares; 2025Q3: 1,544 shares; 2025Q4: 3,769 shares; 2026Q1: 4,148 shares 4,148 $1.02M 0.01% +379 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,101 shares; 2025Q1: 1,501 shares; 2025Q2: 1,446 shares; 2025Q3: 100,730 shares; 2025Q4: 105,433 shares; 2026Q1: 4,627 shares 4,627 $1.01M 0.01% -100,806 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,402 shares; 2025Q1: 3,998 shares; 2025Q2: 4,263 shares; 2025Q3: 4,254 shares; 2025Q4: 4,694 shares; 2026Q1: 4,897 shares 4,897 $998K 0.01% +203 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,390 shares; 2025Q4: 9,848 shares; 2026Q1: 19,427 shares 19,427 $998K 0.01% +9,579 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 10,405 shares; 2025Q1: 9,557 shares; 2025Q2: 9,027 shares; 2025Q3: 9,553 shares; 2025Q4: 9,396 shares; 2026Q1: 13,659 shares 13,659 $998K 0.01% +4,263 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,018 shares; 2024Q4: 33,283 shares; 2025Q1: 35,116 shares; 2025Q2: 34,372 shares; 2025Q3: 34,293 shares; 2025Q4: 34,411 shares; 2026Q1: 33,074 shares 33,074 $996K 0.01% -1,337 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,447 shares; 2025Q3: 14,447 shares; 2025Q4: 41,141 shares; 2026Q1: 21,255 shares 21,255 $996K 0.01% -19,886 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,885 shares; 2026Q1: 61,511 shares 61,511 $995K 0.01% -374 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 23,248 shares; 2025Q1: 22,473 shares; 2025Q2: 23,774 shares; 2025Q3: 23,722 shares; 2025Q4: 23,198 shares; 2026Q1: 23,464 shares 23,464 $990K 0.01% +266 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,198 shares; 2025Q1: 9,816 shares; 2025Q2: 10,210 shares; 2025Q3: 10,708 shares; 2025Q4: 10,632 shares; 2026Q1: 24,531 shares 24,531 $988K 0.01% +13,899 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 6,700 shares; 2025Q1: 6,381 shares; 2025Q2: 6,382 shares; 2025Q3: 5,361 shares; 2025Q4: 6,882 shares; 2026Q1: 6,928 shares 6,928 $986K 0.01% +46 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,840 shares; 2024Q4: 7,814 shares; 2025Q1: 11,455 shares; 2025Q2: 9,933 shares; 2025Q3: 10,145 shares; 2025Q4: 10,435 shares; 2026Q1: 9,303 shares 9,303 $984K 0.01% -1,132 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,445 shares; 2025Q1: 9,049 shares; 2025Q2: 7,844 shares; 2025Q3: 8,352 shares; 2025Q4: 12,997 shares; 2026Q1: 13,059 shares 13,059 $983K 0.01% +62 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,059 shares; 2025Q1: 6,429 shares; 2025Q2: 7,486 shares; 2025Q3: 7,756 shares; 2025Q4: 10,638 shares; 2026Q1: 11,209 shares 11,209 $981K 0.01% +571 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 2,603 shares; 2025Q1: 3,203 shares; 2025Q2: 2,400 shares; 2025Q3: 2,969 shares; 2025Q4: 3,909 shares; 2026Q1: 4,704 shares 4,704 $978K 0.01% +795 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 3,699 shares; 2025Q1: 3,993 shares; 2025Q2: 3,545 shares; 2025Q3: 3,203 shares; 2025Q4: 3,826 shares; 2026Q1: 6,667 shares 6,667 $974K 0.01% +2,841 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,675 shares; 2025Q1: 4,371 shares; 2025Q2: 4,572 shares; 2025Q3: 4,879 shares; 2025Q4: 23,903 shares; 2026Q1: 23,831 shares 23,831 $964K 0.01% -72 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,351 shares; 2025Q1: 4,796 shares; 2025Q2: 4,787 shares; 2025Q3: 4,650 shares; 2025Q4: 4,845 shares; 2026Q1: 5,347 shares 5,347 $962K 0.01% +502 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,313 shares; 2026Q1: 19,312 shares 19,312 $961K 0.01% -1 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 8,192 shares; 2025Q1: 7,831 shares; 2025Q2: 7,675 shares; 2025Q3: 7,285 shares; 2025Q4: 7,210 shares; 2026Q1: 8,986 shares 8,986 $960K 0.01% +1,776 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,248 shares; 2025Q1: 8,717 shares; 2025Q2: 8,917 shares; 2025Q3: 11,025 shares; 2025Q4: 12,024 shares; 2026Q1: 15,919 shares 15,919 $958K 0.01% +3,895 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,103 shares; 2025Q1: 1,257 shares; 2025Q2: 1,359 shares; 2025Q3: 1,533 shares; 2025Q4: 1,220 shares; 2026Q1: 5,425 shares 5,425 $953K 0.01% +4,205 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,224 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 8,080 shares; 2025Q3: 8,060 shares; 2025Q4: 10,175 shares; 2026Q1: 9,860 shares 9,860 $953K 0.01% -315 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,022 shares; 2024Q4: 25,664 shares; 2025Q1: 28,403 shares; 2025Q2: 30,597 shares; 2025Q3: 31,224 shares; 2025Q4: 31,501 shares; 2026Q1: 36,731 shares 36,731 $951K 0.01% +5,230 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 6,263 shares; 2025Q1: 5,691 shares; 2025Q2: 5,502 shares; 2025Q3: 4,884 shares; 2025Q4: 24,249 shares; 2026Q1: 19,008 shares 19,008 $950K 0.01% -5,241 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,351 shares; 2024Q4: 39,866 shares; 2025Q1: 37,290 shares; 2025Q2: 8,414 shares; 2025Q3: 7,969 shares; 2025Q4: 8,881 shares; 2026Q1: 8,662 shares 8,662 $943K 0.01% -219 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,409 shares; 2024Q4: 21,334 shares; 2025Q1: 18,970 shares; 2025Q2: 19,465 shares; 2025Q3: 19,976 shares; 2025Q4: 21,211 shares; 2026Q1: 14,654 shares 14,654 $943K 0.01% -6,557 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,934 shares; 2025Q1: 2,851 shares; 2025Q2: 3,057 shares; 2025Q3: 3,095 shares; 2025Q4: 2,652 shares; 2026Q1: 3,444 shares 3,444 $938K 0.01% +792 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 7,962 shares; 2025Q1: 7,499 shares; 2025Q2: 6,875 shares; 2025Q3: 13,057 shares; 2025Q4: 14,726 shares; 2026Q1: 15,531 shares 15,531 $938K 0.01% +805 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,359 shares; 2026Q1: 19,652 shares 19,652 $934K 0.01% -707 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: not reported; 2025Q1: 60,305 shares; 2025Q2: 22,123 shares; 2025Q3: 22,105 shares; 2025Q4: 22,532 shares; 2026Q1: 22,560 shares 22,560 $934K 0.01% +28 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,960 shares; 2024Q4: 16,960 shares; 2025Q1: 13,704 shares; 2025Q2: 14,220 shares; 2025Q3: 14,272 shares; 2025Q4: 14,279 shares; 2026Q1: 19,776 shares 19,776 $933K 0.01% +5,497 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 1,955 shares; 2025Q1: 1,932 shares; 2025Q2: 1,896 shares; 2025Q3: 1,863 shares; 2025Q4: 2,362 shares; 2026Q1: 4,394 shares 4,394 $932K 0.01% +2,032 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 12,239 shares; 2025Q4: 13,564 shares; 2026Q1: 13,402 shares 13,402 $929K 0.01% -162 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,365 shares; 2025Q1: 2,947 shares; 2025Q2: 3,502 shares; 2025Q3: 3,609 shares; 2025Q4: 3,635 shares; 2026Q1: 3,693 shares 3,693 $926K 0.01% +58 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,871 shares; 2025Q1: 1,892 shares; 2025Q2: 1,749 shares; 2025Q3: 4,359 shares; 2025Q4: 3,661 shares; 2026Q1: 4,530 shares 4,530 $925K 0.01% +869 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,184 shares; 2024Q4: 63,953 shares; 2025Q1: 67,390 shares; 2025Q2: 60,937 shares; 2025Q3: 51,139 shares; 2025Q4: 50,485 shares; 2026Q1: 56,145 shares 56,145 $922K 0.01% +5,660 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,865 shares 7,865 $921K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 13,285 shares; 2025Q1: 13,851 shares; 2025Q2: 13,478 shares; 2025Q3: 13,668 shares; 2025Q4: 13,408 shares; 2026Q1: 19,208 shares 19,208 $920K 0.01% +5,800 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,973 shares 30,973 $918K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 11,537 shares; 2025Q1: 11,814 shares; 2025Q2: 12,220 shares; 2025Q3: 13,039 shares; 2025Q4: 14,738 shares; 2026Q1: 18,048 shares 18,048 $914K 0.01% +3,310 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,039 shares; 2025Q4: 11,019 shares; 2026Q1: 11,019 shares 11,019 $913K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,282 shares; 2025Q1: 2,973 shares; 2025Q2: 2,542 shares; 2025Q3: 2,577 shares; 2025Q4: 3,476 shares; 2026Q1: 4,658 shares 4,658 $910K 0.01% +1,182 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,422 shares; 2025Q1: 4,431 shares; 2025Q2: 4,483 shares; 2025Q3: 4,143 shares; 2025Q4: 4,207 shares; 2026Q1: 5,557 shares 5,557 $908K 0.01% +1,350 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,037 shares; 2024Q4: 24,235 shares; 2025Q1: 21,715 shares; 2025Q2: 20,508 shares; 2025Q3: 19,874 shares; 2025Q4: 17,697 shares; 2026Q1: 17,856 shares 17,856 $907K 0.01% +159 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 10,133 shares; 2025Q1: 11,198 shares; 2025Q2: 11,362 shares; 2025Q3: 11,589 shares; 2025Q4: 14,593 shares; 2026Q1: 15,326 shares 15,326 $907K 0.01% +733 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,868 shares; 2024Q4: 38,257 shares; 2025Q1: 37,322 shares; 2025Q2: 35,228 shares; 2025Q3: 33,654 shares; 2025Q4: 30,760 shares; 2026Q1: 40,278 shares 40,278 $905K 0.01% +9,518 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 5,185 shares; 2025Q1: 5,614 shares; 2025Q2: 6,866 shares; 2025Q3: 7,201 shares; 2025Q4: 6,723 shares; 2026Q1: 5,997 shares 5,997 $900K 0.01% -726 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,159 shares; 2024Q4: 53,420 shares; 2025Q1: 59,124 shares; 2025Q2: 59,288 shares; 2025Q3: 61,313 shares; 2025Q4: 64,869 shares; 2026Q1: 60,427 shares 60,427 $900K 0.01% -4,442 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 6,822 shares; 2025Q1: 6,601 shares; 2025Q2: 6,328 shares; 2025Q3: 6,282 shares; 2025Q4: 6,364 shares; 2026Q1: 7,891 shares 7,891 $899K 0.01% +1,527 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,947 shares; 2025Q4: 21,947 shares; 2026Q1: 21,947 shares 21,947 $895K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,779 shares; 2025Q4: 8,828 shares; 2026Q1: 22,377 shares 22,377 $893K 0.01% +13,549 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,010 shares; 2024Q4: 9,395 shares; 2025Q1: 9,594 shares; 2025Q2: 9,285 shares; 2025Q3: 9,677 shares; 2025Q4: 9,103 shares; 2026Q1: 11,465 shares 11,465 $889K 0.01% +2,362 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 18,322 shares; 2025Q1: 15,323 shares; 2025Q2: 15,323 shares; 2025Q3: 14,396 shares; 2025Q4: 14,296 shares; 2026Q1: 14,061 shares 14,061 $886K 0.01% -235 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,380 shares; 2024Q4: 12,459 shares; 2025Q1: 12,680 shares; 2025Q2: 10,290 shares; 2025Q3: 10,440 shares; 2025Q4: 9,426 shares; 2026Q1: 10,103 shares 10,103 $877K 0.01% +677 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,020 shares; 2025Q1: 5,094 shares; 2025Q2: 5,020 shares; 2025Q3: 4,409 shares; 2025Q4: 6,087 shares; 2026Q1: 6,002 shares 6,002 $875K 0.01% -85 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 6,553 shares; 2026Q1: 12,766 shares 12,766 $874K 0.01% +6,213 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,257 shares; 2025Q4: 29,672 shares; 2026Q1: 46,464 shares 46,464 $874K 0.01% +16,792 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,643 shares; 2024Q4: 45,852 shares; 2025Q1: 44,644 shares; 2025Q2: 43,549 shares; 2025Q3: 43,389 shares; 2025Q4: 45,879 shares; 2026Q1: 41,235 shares 41,235 $873K 0.01% -4,644 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 7,858 shares; 2025Q1: 7,463 shares; 2025Q2: 7,253 shares; 2025Q3: 7,778 shares; 2025Q4: 6,944 shares; 2026Q1: 9,867 shares 9,867 $872K 0.01% +2,923 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,891 shares; 2025Q1: 2,937 shares; 2025Q2: 3,041 shares; 2025Q3: 2,782 shares; 2025Q4: 3,956 shares; 2026Q1: 4,570 shares 4,570 $867K 0.01% +614 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,056 shares; 2024Q4: 49,490 shares; 2025Q1: 7,014 shares; 2025Q2: 5,913 shares; 2025Q3: 5,877 shares; 2025Q4: 6,161 shares; 2026Q1: 5,486 shares 5,486 $867K 0.01% -675 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 6,038 shares; 2025Q1: 6,041 shares; 2025Q2: 6,115 shares; 2025Q3: 6,104 shares; 2025Q4: 4,914 shares; 2026Q1: 8,751 shares 8,751 $865K 0.01% +3,837 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,773 shares 3,773 $862K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,737 shares 17,737 $859K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,656 shares; 2024Q4: 20,883 shares; 2025Q1: 21,459 shares; 2025Q2: 18,887 shares; 2025Q3: 20,027 shares; 2025Q4: 22,405 shares; 2026Q1: 21,976 shares 21,976 $859K 0.01% -429 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,343 shares; 2025Q1: 9,893 shares; 2025Q2: 9,280 shares; 2025Q3: 6,485 shares; 2025Q4: 8,542 shares; 2026Q1: 11,810 shares 11,810 $857K 0.01% +3,268 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,371 shares; 2025Q1: 2,517 shares; 2025Q2: 2,253 shares; 2025Q3: 2,334 shares; 2025Q4: 3,494 shares; 2026Q1: 4,626 shares 4,626 $856K 0.01% +1,132 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,503 shares; 2025Q1: 2,665 shares; 2025Q2: 2,795 shares; 2025Q3: 4,627 shares; 2025Q4: 4,322 shares; 2026Q1: 5,262 shares 5,262 $855K 0.01% +940 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,021 shares; 2025Q1: not reported; 2025Q2: 5,293 shares; 2025Q3: 26,905 shares; 2025Q4: 25,594 shares; 2026Q1: 14,395 shares 14,395 $850K 0.01% -11,199 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,456 shares; 2025Q1: 6,852 shares; 2025Q2: 6,345 shares; 2025Q3: 5,902 shares; 2025Q4: 7,093 shares; 2026Q1: 11,212 shares 11,212 $848K 0.01% +4,119 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,818 shares; 2026Q1: 23,901 shares 23,901 $847K 0.01% +83 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,544 shares; 2024Q4: 147,930 shares; 2025Q1: 120,958 shares; 2025Q2: 49,329 shares; 2025Q3: 49,891 shares; 2025Q4: 19,777 shares; 2026Q1: 18,159 shares 18,159 $842K 0.01% -1,618 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,651 shares; 2025Q1: 3,801 shares; 2025Q2: 3,809 shares; 2025Q3: 1,570 shares; 2025Q4: 3,732 shares; 2026Q1: 3,891 shares 3,891 $840K 0.01% +159 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,139 shares 12,139 $840K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,810 shares; 2025Q2: 14,910 shares; 2025Q3: 14,800 shares; 2025Q4: 16,816 shares; 2026Q1: 16,016 shares 16,016 $838K 0.01% -800 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,626 shares; 2025Q1: 5,969 shares; 2025Q2: 5,632 shares; 2025Q3: 5,896 shares; 2025Q4: 6,325 shares; 2026Q1: 6,328 shares 6,328 $838K 0.01% +3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,912 shares; 2024Q4: 53,859 shares; 2025Q1: 52,268 shares; 2025Q2: 37,003 shares; 2025Q3: 23,762 shares; 2025Q4: 44,614 shares; 2026Q1: 48,496 shares 48,496 $836K 0.01% +3,882 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 1,185 shares; 2025Q1: 1,327 shares; 2025Q2: 1,428 shares; 2025Q3: 1,700 shares; 2025Q4: 1,507 shares; 2026Q1: 1,967 shares 1,967 $835K 0.01% +460 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,281 shares; 2024Q4: 17,135 shares; 2025Q1: 18,464 shares; 2025Q2: 19,631 shares; 2025Q3: 25,025 shares; 2025Q4: 8,660 shares; 2026Q1: 17,970 shares 17,970 $834K 0.01% +9,310 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,001 shares; 2025Q1: 2,047 shares; 2025Q2: 1,675 shares; 2025Q3: 1,985 shares; 2025Q4: 2,351 shares; 2026Q1: 4,150 shares 4,150 $830K 0.01% +1,799 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,666 shares; 2025Q3: 2,738 shares; 2025Q4: 6,503 shares; 2026Q1: 8,998 shares 8,998 $830K 0.01% +2,495 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,372 shares; 2025Q1: 4,271 shares; 2025Q2: 4,095 shares; 2025Q3: 4,119 shares; 2025Q4: 4,742 shares; 2026Q1: 4,758 shares 4,758 $823K 0.01% +16 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 819 shares; 2025Q1: 958 shares; 2025Q2: 976 shares; 2025Q3: 2,189 shares; 2025Q4: 2,559 shares; 2026Q1: 3,395 shares 3,395 $822K 0.01% +836 Timeline KNRG SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,193 shares 32,193 $817K 0.01% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: not reported; 2025Q3: 14,414 shares; 2025Q4: 16,059 shares; 2026Q1: 12,639 shares 12,639 $817K 0.01% -3,420 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 8,259 shares; 2025Q1: 7,393 shares; 2025Q2: 7,321 shares; 2025Q3: 6,793 shares; 2025Q4: 5,677 shares; 2026Q1: 9,045 shares 9,045 $815K 0.01% +3,368 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,064 shares; 2025Q1: 2,850 shares; 2025Q2: 2,725 shares; 2025Q3: 4,078 shares; 2025Q4: 5,884 shares; 2026Q1: 17,056 shares 17,056 $809K <0.01% +11,172 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,684 shares; 2024Q4: 8,293 shares; 2025Q1: 8,489 shares; 2025Q2: 8,686 shares; 2025Q3: 8,606 shares; 2025Q4: 6,232 shares; 2026Q1: 17,299 shares 17,299 $807K <0.01% +11,067 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,666 shares; 2026Q1: 8,060 shares 8,060 $807K <0.01% +3,394 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,022 shares; 2026Q1: 11,663 shares 11,663 $806K <0.01% +3,641 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,492 shares; 2025Q1: 2,376 shares; 2025Q2: 2,641 shares; 2025Q3: 2,516 shares; 2025Q4: 2,771 shares; 2026Q1: 5,907 shares 5,907 $806K <0.01% +3,136 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,832 shares; 2025Q1: 6,768 shares; 2025Q2: 6,427 shares; 2025Q3: 8,040 shares; 2025Q4: 7,546 shares; 2026Q1: 7,658 shares 7,658 $805K <0.01% +112 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,622 shares; 2024Q4: 94,776 shares; 2025Q1: 93,841 shares; 2025Q2: 92,881 shares; 2025Q3: 13,010 shares; 2025Q4: 12,015 shares; 2026Q1: 10,420 shares 10,420 $803K <0.01% -1,595 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,185 shares 16,185 $802K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 701 shares; 2025Q1: 680 shares; 2025Q2: 675 shares; 2025Q3: 2,170 shares; 2025Q4: 1,807 shares; 2026Q1: 2,206 shares 2,206 $801K <0.01% +399 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,445 shares; 2025Q1: 1,498 shares; 2025Q2: 1,471 shares; 2025Q3: 1,690 shares; 2025Q4: 2,153 shares; 2026Q1: 2,749 shares 2,749 $800K <0.01% +596 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,816 shares; 2024Q4: 23,493 shares; 2025Q1: 23,984 shares; 2025Q2: 21,246 shares; 2025Q3: 20,545 shares; 2025Q4: 19,006 shares; 2026Q1: 17,078 shares 17,078 $798K <0.01% -1,928 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,670 shares; 2025Q1: 6,737 shares; 2025Q2: 6,321 shares; 2025Q3: 6,200 shares; 2025Q4: 7,544 shares; 2026Q1: 8,836 shares 8,836 $796K <0.01% +1,292 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,417 shares; 2024Q4: 74,688 shares; 2025Q1: 53,143 shares; 2025Q2: 41,615 shares; 2025Q3: 41,300 shares; 2025Q4: 36,976 shares; 2026Q1: 31,671 shares 31,671 $793K <0.01% -5,305 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 11,724 shares; 2025Q1: 12,499 shares; 2025Q2: 12,489 shares; 2025Q3: 12,528 shares; 2025Q4: 14,731 shares; 2026Q1: 20,662 shares 20,662 $789K <0.01% +5,931 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $787K <0.01% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 5,869 shares; 2025Q1: 5,821 shares; 2025Q2: 5,806 shares; 2025Q3: 6,069 shares; 2025Q4: 6,671 shares; 2026Q1: 7,887 shares 7,887 $787K <0.01% +1,216 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,140 shares; 2025Q1: 3,264 shares; 2025Q2: 3,251 shares; 2025Q3: 3,118 shares; 2025Q4: 3,233 shares; 2026Q1: 4,008 shares 4,008 $785K <0.01% +775 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,676 shares; 2024Q4: 23,917 shares; 2025Q1: 25,724 shares; 2025Q2: 27,258 shares; 2025Q3: 28,046 shares; 2025Q4: 29,155 shares; 2026Q1: 26,357 shares 26,357 $785K <0.01% -2,798 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,068 shares; 2025Q4: 1,942 shares; 2026Q1: 4,156 shares 4,156 $784K <0.01% +2,214 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,692 shares; 2025Q1: 2,963 shares; 2025Q2: 2,793 shares; 2025Q3: 2,542 shares; 2025Q4: 2,824 shares; 2026Q1: 7,339 shares 7,339 $784K <0.01% +4,515 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 33,941 shares; 2025Q1: 38,431 shares; 2025Q2: 37,016 shares; 2025Q3: 32,859 shares; 2025Q4: 33,318 shares; 2026Q1: 32,270 shares 32,270 $783K <0.01% -1,048 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 13,328 shares; 2025Q1: 14,192 shares; 2025Q2: 13,695 shares; 2025Q3: 13,352 shares; 2025Q4: 17,584 shares; 2026Q1: 18,136 shares 18,136 $783K <0.01% +552 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,968 shares; 2025Q1: 4,735 shares; 2025Q2: 2,142 shares; 2025Q3: not reported; 2025Q4: 3,923 shares; 2026Q1: 5,103 shares 5,103 $781K <0.01% +1,180 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,146 shares; 2026Q1: 8,117 shares 8,117 $779K <0.01% -1,029 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,128 shares; 2025Q1: 6,060 shares; 2025Q2: 5,977 shares; 2025Q3: 6,681 shares; 2025Q4: 7,234 shares; 2026Q1: 6,367 shares 6,367 $778K <0.01% -867 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,802 shares; 2025Q1: 4,705 shares; 2025Q2: 4,159 shares; 2025Q3: 4,742 shares; 2025Q4: 6,281 shares; 2026Q1: 5,428 shares 5,428 $777K <0.01% -853 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 5,772 shares; 2025Q1: not reported; 2025Q2: 4,121 shares; 2025Q3: 4,544 shares; 2025Q4: 4,643 shares; 2026Q1: 6,276 shares 6,276 $774K <0.01% +1,633 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,638 shares; 2025Q4: 9,637 shares; 2026Q1: 20,885 shares 20,885 $772K <0.01% +11,248 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 2,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,386 shares; 2025Q4: 5,603 shares; 2026Q1: 6,723 shares 6,723 $772K <0.01% +1,120 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,042 shares; 2025Q4: 13,042 shares; 2026Q1: 14,074 shares 14,074 $771K <0.01% +1,032 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 4,933 shares; 2025Q1: 5,207 shares; 2025Q2: 5,058 shares; 2025Q3: 5,218 shares; 2025Q4: 5,725 shares; 2026Q1: 6,128 shares 6,128 $769K <0.01% +403 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 804 shares; 2025Q1: 1,023 shares; 2025Q2: 877 shares; 2025Q3: 1,201 shares; 2025Q4: 1,197 shares; 2026Q1: 3,143 shares 3,143 $767K <0.01% +1,946 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 13,422 shares; 2025Q1: 13,802 shares; 2025Q2: 17,526 shares; 2025Q3: 20,195 shares; 2025Q4: 18,084 shares; 2026Q1: 14,719 shares 14,719 $764K <0.01% -3,365 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,992 shares; 2025Q1: 2,029 shares; 2025Q2: 2,083 shares; 2025Q3: 5,364 shares; 2025Q4: 5,930 shares; 2026Q1: 3,269 shares 3,269 $758K <0.01% -2,661 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: not reported; 2026Q1: 4,487 shares 4,487 $757K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 3,666 shares; 2025Q1: 4,776 shares; 2025Q2: 6,361 shares; 2025Q3: 6,500 shares; 2025Q4: 5,676 shares; 2026Q1: 8,080 shares 8,080 $756K <0.01% +2,404 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares; 2026Q1: 1,945 shares 1,945 $755K <0.01% +493 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,382 shares; 2026Q1: 110,599 shares 110,599 $754K <0.01% +217 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 22,012 shares; 2025Q1: 15,682 shares; 2025Q2: 12,102 shares; 2025Q3: 16,301 shares; 2025Q4: not reported; 2026Q1: 33,481 shares 33,481 $753K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 4,864 shares; 2025Q1: 4,744 shares; 2025Q2: 4,637 shares; 2025Q3: 4,445 shares; 2025Q4: 4,001 shares; 2026Q1: 6,193 shares 6,193 $753K <0.01% +2,192 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,702 shares; 2024Q4: 10,131 shares; 2025Q1: 8,626 shares; 2025Q2: 7,135 shares; 2025Q3: 6,279 shares; 2025Q4: 12,770 shares; 2026Q1: 18,321 shares 18,321 $748K <0.01% +5,551 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 5,197 shares; 2025Q1: 5,114 shares; 2025Q2: 5,588 shares; 2025Q3: 5,813 shares; 2025Q4: 6,196 shares; 2026Q1: 7,005 shares 7,005 $748K <0.01% +809 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,575 shares; 2025Q1: 4,028 shares; 2025Q2: 3,670 shares; 2025Q3: 3,052 shares; 2025Q4: 2,362 shares; 2026Q1: 4,339 shares 4,339 $747K <0.01% +1,977 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,120 shares; 2025Q4: 8,894 shares; 2026Q1: 12,113 shares 12,113 $746K <0.01% +3,219 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,034 shares; 2024Q4: 23,336 shares; 2025Q1: 20,556 shares; 2025Q2: 19,694 shares; 2025Q3: 17,183 shares; 2025Q4: 13,845 shares; 2026Q1: 13,457 shares 13,457 $744K <0.01% -388 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,037 shares; 2025Q1: 4,032 shares; 2025Q2: 4,187 shares; 2025Q3: 4,010 shares; 2025Q4: 4,003 shares; 2026Q1: 4,039 shares 4,039 $744K <0.01% +36 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,834 shares; 2024Q4: 32,862 shares; 2025Q1: 21,387 shares; 2025Q2: 19,339 shares; 2025Q3: 32,015 shares; 2025Q4: 39,622 shares; 2026Q1: 42,327 shares 42,327 $744K <0.01% +2,705 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,598 shares; 2026Q1: 20,492 shares 20,492 $742K <0.01% -106 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,260 shares; 2025Q1: 2,444 shares; 2025Q2: 2,510 shares; 2025Q3: 2,616 shares; 2025Q4: 2,342 shares; 2026Q1: 4,864 shares 4,864 $742K <0.01% +2,522 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,169 shares; 2025Q1: 2,388 shares; 2025Q2: 2,441 shares; 2025Q3: 2,369 shares; 2025Q4: 2,526 shares; 2026Q1: 3,748 shares 3,748 $740K <0.01% +1,222 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,746 shares; 2025Q1: 3,142 shares; 2025Q2: 3,207 shares; 2025Q3: 3,334 shares; 2025Q4: 3,978 shares; 2026Q1: 4,735 shares 4,735 $736K <0.01% +757 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,275 shares; 2025Q1: 3,498 shares; 2025Q2: 3,365 shares; 2025Q3: 9,787 shares; 2025Q4: 14,635 shares; 2026Q1: 11,212 shares 11,212 $731K <0.01% -3,423 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,798 shares; 2025Q4: 10,771 shares; 2026Q1: 13,446 shares 13,446 $730K <0.01% +2,675 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 11,285 shares; 2025Q1: 11,122 shares; 2025Q2: 10,824 shares; 2025Q3: 25,704 shares; 2025Q4: 17,953 shares; 2026Q1: 28,050 shares 28,050 $729K <0.01% +10,097 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,134 shares; 2026Q1: 10,134 shares 10,134 $728K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,010 shares; 2025Q1: 4,062 shares; 2025Q2: 3,705 shares; 2025Q3: 3,684 shares; 2025Q4: 4,658 shares; 2026Q1: 9,249 shares 9,249 $728K <0.01% +4,591 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,165 shares 3,165 $727K <0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,274 shares; 2025Q1: 4,399 shares; 2025Q2: 3,651 shares; 2025Q3: 3,823 shares; 2025Q4: 6,468 shares; 2026Q1: 8,752 shares 8,752 $721K <0.01% +2,284 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 9,701 shares; 2025Q1: 659 shares; 2025Q2: 580 shares; 2025Q3: 1,984 shares; 2025Q4: 2,065 shares; 2026Q1: 987 shares 987 $718K <0.01% -1,078 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 4,650 shares; 2025Q1: 3,591 shares; 2025Q2: not reported; 2025Q3: 9,959 shares; 2025Q4: 6,144 shares; 2026Q1: 10,630 shares 10,630 $715K <0.01% +4,486 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,921 shares; 2024Q4: 166,040 shares; 2025Q1: 164,656 shares; 2025Q2: 161,027 shares; 2025Q3: 157,431 shares; 2025Q4: 148,975 shares; 2026Q1: 8,926 shares 8,926 $708K <0.01% -140,049 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,084 shares; 2025Q1: 5,900 shares; 2025Q2: 5,786 shares; 2025Q3: 5,554 shares; 2025Q4: 5,320 shares; 2026Q1: 5,158 shares 5,158 $708K <0.01% -162 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 12,908 shares; 2025Q1: 14,827 shares; 2025Q2: 14,791 shares; 2025Q3: 14,262 shares; 2025Q4: 17,541 shares; 2026Q1: 19,817 shares 19,817 $707K <0.01% +2,276 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,575 shares; 2025Q1: 9,162 shares; 2025Q2: 4,582 shares; 2025Q3: 5,498 shares; 2025Q4: 8,003 shares; 2026Q1: 7,567 shares 7,567 $706K <0.01% -436 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,671 shares; 2025Q1: 2,907 shares; 2025Q2: 2,863 shares; 2025Q3: 3,206 shares; 2025Q4: 3,367 shares; 2026Q1: 4,477 shares 4,477 $704K <0.01% +1,110 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 15,464 shares; 2025Q1: 15,662 shares; 2025Q2: 15,896 shares; 2025Q3: 16,130 shares; 2025Q4: 16,406 shares; 2026Q1: 16,663 shares 16,663 $702K <0.01% +257 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,804 shares; 2025Q1: 5,620 shares; 2025Q2: 6,664 shares; 2025Q3: 6,440 shares; 2025Q4: 7,817 shares; 2026Q1: 6,291 shares 6,291 $701K <0.01% -1,526 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,276 shares; 2025Q1: 1,261 shares; 2025Q2: 5,192 shares; 2025Q3: 7,520 shares; 2025Q4: 5,893 shares; 2026Q1: 10,444 shares 10,444 $700K <0.01% +4,551 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 4,482 shares; 2025Q1: 3,880 shares; 2025Q2: 3,920 shares; 2025Q3: 3,951 shares; 2025Q4: 5,342 shares; 2026Q1: 10,289 shares 10,289 $699K <0.01% +4,947 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,179 shares; 2025Q1: 2,321 shares; 2025Q2: 2,328 shares; 2025Q3: 2,343 shares; 2025Q4: 2,534 shares; 2026Q1: 2,806 shares 2,806 $697K <0.01% +272 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 7,977 shares; 2026Q1: 7,497 shares 7,497 $695K <0.01% -480 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,585 shares; 2024Q4: 18,285 shares; 2025Q1: 18,285 shares; 2025Q2: 18,285 shares; 2025Q3: 17,885 shares; 2025Q4: 17,885 shares; 2026Q1: 17,885 shares 17,885 $693K <0.01% 0 Timeline SSPY EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,847 shares; 2026Q1: 7,836 shares 7,836 $692K <0.01% +4,989 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 11,720 shares; 2025Q1: 13,782 shares; 2025Q2: 12,500 shares; 2025Q3: 9,104 shares; 2025Q4: 10,196 shares; 2026Q1: 19,696 shares 19,696 $692K <0.01% +9,500 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,042 shares; 2025Q1: 3,232 shares; 2025Q2: 3,924 shares; 2025Q3: 2,883 shares; 2025Q4: 2,992 shares; 2026Q1: 3,513 shares 3,513 $692K <0.01% +521 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,860 shares; 2025Q3: 11,970 shares; 2025Q4: 13,803 shares; 2026Q1: 14,700 shares 14,700 $686K <0.01% +897 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,168 shares; 2026Q1: 14,358 shares 14,358 $685K <0.01% +9,190 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,109 shares; 2025Q1: 5,497 shares; 2025Q2: 4,548 shares; 2025Q3: 5,255 shares; 2025Q4: 4,376 shares; 2026Q1: 7,485 shares 7,485 $677K <0.01% +3,109 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,740 shares; 2024Q4: 22,915 shares; 2025Q1: 18,205 shares; 2025Q2: 20,605 shares; 2025Q3: 24,480 shares; 2025Q4: 29,615 shares; 2026Q1: 33,105 shares 33,105 $676K <0.01% +3,490 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,029 shares; 2026Q1: 8,706 shares 8,706 $674K <0.01% +677 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,331 shares; 2025Q2: not reported; 2025Q3: 2,245 shares; 2025Q4: not reported; 2026Q1: 6,693 shares 6,693 $674K <0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,251 shares; 2025Q2: 3,542 shares; 2025Q3: 3,041 shares; 2025Q4: 2,807 shares; 2026Q1: 2,823 shares 2,823 $672K <0.01% +16 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,564 shares; 2026Q1: 6,062 shares 6,062 $672K <0.01% +3,498 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,046 shares; 2024Q4: 117,467 shares; 2025Q1: 89,948 shares; 2025Q2: 65,433 shares; 2025Q3: 50,106 shares; 2025Q4: 39,498 shares; 2026Q1: 29,933 shares 29,933 $670K <0.01% -9,565 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,059 shares; 2025Q4: 14,061 shares; 2026Q1: 16,229 shares 16,229 $669K <0.01% +2,168 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,628 shares 8,628 $669K <0.01% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,189 shares; 2025Q3: 6,833 shares; 2025Q4: 6,383 shares; 2026Q1: 6,671 shares 6,671 $668K <0.01% +288 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,639 shares; 2025Q1: 10,079 shares; 2025Q2: 10,079 shares; 2025Q3: 12,079 shares; 2025Q4: 12,179 shares; 2026Q1: 13,285 shares 13,285 $668K <0.01% +1,106 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 5,860 shares; 2025Q1: 5,572 shares; 2025Q2: 5,572 shares; 2025Q3: 6,035 shares; 2025Q4: 6,716 shares; 2026Q1: 6,596 shares 6,596 $663K <0.01% -120 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 10,940 shares; 2025Q1: 11,595 shares; 2025Q2: 11,732 shares; 2025Q3: 11,966 shares; 2025Q4: 13,411 shares; 2026Q1: 12,735 shares 12,735 $662K <0.01% -676 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,581 shares; 2024Q4: 20,108 shares; 2025Q1: 19,980 shares; 2025Q2: 19,733 shares; 2025Q3: 58,513 shares; 2025Q4: 58,627 shares; 2026Q1: 44,208 shares 44,208 $661K <0.01% -14,419 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 2,828 shares; 2026Q1: 3,037 shares 3,037 $659K <0.01% +209 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 8,435 shares; 2025Q1: 8,377 shares; 2025Q2: 8,045 shares; 2025Q3: 8,338 shares; 2025Q4: 9,093 shares; 2026Q1: 10,730 shares 10,730 $658K <0.01% +1,637 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 9,059 shares; 2025Q1: 8,141 shares; 2025Q2: 14,440 shares; 2025Q3: 12,298 shares; 2025Q4: 10,374 shares; 2026Q1: 12,916 shares 12,916 $656K <0.01% +2,542 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,785 shares; 2024Q4: 23,985 shares; 2025Q1: 18,935 shares; 2025Q2: 21,335 shares; 2025Q3: 24,655 shares; 2025Q4: 30,195 shares; 2026Q1: 33,205 shares 33,205 $652K <0.01% +3,010 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,157 shares; 2025Q1: 2,947 shares; 2025Q2: 2,883 shares; 2025Q3: 2,858 shares; 2025Q4: 4,412 shares; 2026Q1: 4,414 shares 4,414 $651K <0.01% +2 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,296 shares; 2025Q4: 2,357 shares; 2026Q1: 3,803 shares 3,803 $649K <0.01% +1,446 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 4,201 shares; 2025Q1: 4,408 shares; 2025Q2: 4,354 shares; 2025Q3: 4,325 shares; 2025Q4: 3,394 shares; 2026Q1: 3,594 shares 3,594 $647K <0.01% +200 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 3,315 shares; 2025Q1: 2,656 shares; 2025Q2: 3,360 shares; 2025Q3: 6,523 shares; 2025Q4: 5,518 shares; 2026Q1: 3,729 shares 3,729 $647K <0.01% -1,789 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,282 shares; 2025Q4: 2,400 shares; 2026Q1: 3,954 shares 3,954 $647K <0.01% +1,554 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares 1,345 $646K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,472 shares; 2025Q1: 4,545 shares; 2025Q2: 8,231 shares; 2025Q3: 7,719 shares; 2025Q4: 7,587 shares; 2026Q1: 12,332 shares 12,332 $644K <0.01% +4,745 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,682 shares; 2025Q4: 70,682 shares; 2026Q1: 70,682 shares 70,682 $644K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 9,988 shares; 2025Q1: 9,521 shares; 2025Q2: 8,861 shares; 2025Q3: 8,221 shares; 2025Q4: 8,178 shares; 2026Q1: 12,725 shares 12,725 $642K <0.01% +4,547 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 18,087 shares; 2026Q1: 21,388 shares 21,388 $641K <0.01% +3,301 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,127 shares; 2024Q4: 6,314 shares; 2025Q1: 7,363 shares; 2025Q2: 9,079 shares; 2025Q3: 6,720 shares; 2025Q4: 8,519 shares; 2026Q1: 7,559 shares 7,559 $639K <0.01% -960 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,126 shares 3,126 $639K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: 710 shares; 2025Q3: 753 shares; 2025Q4: 762 shares; 2026Q1: 750 shares 750 $637K <0.01% -12 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,072 shares; 2026Q1: 7,740 shares 7,740 $636K <0.01% +4,668 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,414 shares 8,414 $636K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,631 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,600 shares; 2025Q4: 2,846 shares; 2026Q1: 2,711 shares 2,711 $634K <0.01% -135 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 5,467 shares; 2026Q1: 3,813 shares 3,813 $630K <0.01% -1,654 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,203 shares; 2025Q1: 1,227 shares; 2025Q2: 4,748 shares; 2025Q3: 5,114 shares; 2025Q4: 2,150 shares; 2026Q1: 2,093 shares 2,093 $630K <0.01% -57 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,648 shares; 2025Q1: 4,642 shares; 2025Q2: 4,617 shares; 2025Q3: 4,170 shares; 2025Q4: 3,927 shares; 2026Q1: 3,966 shares 3,966 $628K <0.01% +39 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,065 shares; 2024Q4: 120,680 shares; 2025Q1: 121,364 shares; 2025Q2: 123,517 shares; 2025Q3: 124,910 shares; 2025Q4: 122,963 shares; 2026Q1: 124,830 shares 124,830 $628K <0.01% +1,867 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,819 shares; 2024Q4: 19,704 shares; 2025Q1: 19,411 shares; 2025Q2: 19,712 shares; 2025Q3: 20,026 shares; 2025Q4: 19,274 shares; 2026Q1: 20,481 shares 20,481 $625K <0.01% +1,207 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454 $625K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 12,298 shares; 2025Q1: 11,161 shares; 2025Q2: 17,394 shares; 2025Q3: 19,552 shares; 2025Q4: 30,855 shares; 2026Q1: 28,763 shares 28,763 $624K <0.01% -2,092 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,193 shares; 2025Q1: 6,325 shares; 2025Q2: 6,659 shares; 2025Q3: 6,334 shares; 2025Q4: 6,019 shares; 2026Q1: 7,320 shares 7,320 $621K <0.01% +1,301 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,975 shares; 2025Q1: 5,454 shares; 2025Q2: 5,653 shares; 2025Q3: 5,826 shares; 2025Q4: 6,066 shares; 2026Q1: 5,669 shares 5,669 $621K <0.01% -397 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,625 shares; 2025Q3: 3,626 shares; 2025Q4: 5,620 shares; 2026Q1: 5,643 shares 5,643 $619K <0.01% +23 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,489 shares; 2025Q4: 23,818 shares; 2026Q1: 29,156 shares 29,156 $617K <0.01% +5,338 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,436 shares; 2025Q1: 9,659 shares; 2025Q2: 6,799 shares; 2025Q3: 15,888 shares; 2025Q4: 14,676 shares; 2026Q1: 20,904 shares 20,904 $614K <0.01% +6,228 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 14,570 shares; 2025Q1: 14,687 shares; 2025Q2: 14,421 shares; 2025Q3: 10,141 shares; 2025Q4: 9,779 shares; 2026Q1: 9,779 shares 9,779 $611K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,090 shares; 2026Q1: 7,287 shares 7,287 $610K <0.01% +3,197 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 8,620 shares; 2026Q1: 11,740 shares 11,740 $609K <0.01% +3,120 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,156 shares; 2025Q1: 4,003 shares; 2025Q2: 4,964 shares; 2025Q3: 5,306 shares; 2025Q4: 6,215 shares; 2026Q1: 9,749 shares 9,749 $609K <0.01% +3,534 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,082 shares; 2026Q1: 112,349 shares 112,349 $607K <0.01% +2,267 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 4,182 shares 4,182 $607K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,236 shares; 2026Q1: 7,944 shares 7,944 $605K <0.01% +1,708 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,286 shares; 2025Q1: 6,204 shares; 2025Q2: 6,174 shares; 2025Q3: 5,670 shares; 2025Q4: not reported; 2026Q1: 12,607 shares 12,607 $605K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 5,044 shares; 2025Q1: 5,553 shares; 2025Q2: 5,488 shares; 2025Q3: 5,621 shares; 2025Q4: 7,857 shares; 2026Q1: 7,964 shares 7,964 $601K <0.01% +107 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,280 shares; 2025Q4: 6,665 shares; 2026Q1: 9,351 shares 9,351 $601K <0.01% +2,686 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,962 shares 5,962 $600K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 225 shares; 2026Q1: 311 shares 311 $595K <0.01% +86 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,150 shares; 2024Q4: 32,200 shares; 2025Q1: 28,400 shares; 2025Q2: 28,325 shares; 2025Q3: 27,265 shares; 2025Q4: 24,015 shares; 2026Q1: 24,036 shares 24,036 $594K <0.01% +21 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,875 shares; 2025Q2: 16,875 shares; 2025Q3: 13,275 shares; 2025Q4: 13,275 shares; 2026Q1: 13,528 shares 13,528 $592K <0.01% +253 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,395 shares; 2025Q4: 42,527 shares; 2026Q1: 34,701 shares 34,701 $592K <0.01% -7,826 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,099 shares; 2025Q3: 21,077 shares; 2025Q4: 17,770 shares; 2026Q1: 30,831 shares 30,831 $591K <0.01% +13,061 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,224 shares; 2025Q1: 7,369 shares; 2025Q2: 9,340 shares; 2025Q3: 6,423 shares; 2025Q4: 10,579 shares; 2026Q1: 17,469 shares 17,469 $590K <0.01% +6,890 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,424 shares; 2026Q1: 6,371 shares 6,371 $589K <0.01% +2,947 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,389 shares; 2025Q2: 15,987 shares; 2025Q3: 16,157 shares; 2025Q4: 7,706 shares; 2026Q1: 17,957 shares 17,957 $588K <0.01% +10,251 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,849 shares; 2025Q2: not reported; 2025Q3: 3,444 shares; 2025Q4: 2,578 shares; 2026Q1: 3,400 shares 3,400 $586K <0.01% +822 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,424 shares; 2025Q1: 2,276 shares; 2025Q2: 2,094 shares; 2025Q3: 4,465 shares; 2025Q4: 3,385 shares; 2026Q1: 3,122 shares 3,122 $585K <0.01% -263 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 1,829 shares; 2025Q4: 1,759 shares; 2026Q1: 2,874 shares 2,874 $583K <0.01% +1,115 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,357 shares; 2025Q1: 3,444 shares; 2025Q2: 3,286 shares; 2025Q3: 2,875 shares; 2025Q4: 3,903 shares; 2026Q1: 7,411 shares 7,411 $583K <0.01% +3,508 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,478 shares; 2024Q4: 24,604 shares; 2025Q1: 19,580 shares; 2025Q2: 20,022 shares; 2025Q3: 20,447 shares; 2025Q4: 21,454 shares; 2026Q1: 22,792 shares 22,792 $581K <0.01% +1,338 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 9,262 shares; 2025Q1: 9,221 shares; 2025Q2: 10,552 shares; 2025Q3: 10,462 shares; 2025Q4: 10,958 shares; 2026Q1: 10,070 shares 10,070 $580K <0.01% -888 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,446 shares; 2024Q4: 26,908 shares; 2025Q1: 31,924 shares; 2025Q2: 30,254 shares; 2025Q3: 29,671 shares; 2025Q4: 32,639 shares; 2026Q1: 31,300 shares 31,300 $580K <0.01% -1,339 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 13,723 shares; 2025Q1: 13,723 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares; 2025Q4: 13,723 shares; 2026Q1: 13,723 shares 13,723 $580K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 6,951 shares; 2025Q1: 8,397 shares; 2025Q2: 10,893 shares; 2025Q3: 9,648 shares; 2025Q4: 10,953 shares; 2026Q1: 21,463 shares 21,463 $580K <0.01% +10,510 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,781 shares 18,781 $578K <0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,090 shares; 2025Q1: 2,037 shares; 2025Q2: 1,191 shares; 2025Q3: 1,187 shares; 2025Q4: 1,936 shares; 2026Q1: 2,087 shares 2,087 $577K <0.01% +151 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,787 shares; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,527 shares; 2025Q4: 4,673 shares; 2026Q1: 5,291 shares 5,291 $575K <0.01% +618 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 9,785 shares 9,785 $572K <0.01% +4,023 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,739 shares; 2024Q4: 18,240 shares; 2025Q1: 18,200 shares; 2025Q2: 15,462 shares; 2025Q3: 16,631 shares; 2025Q4: 16,004 shares; 2026Q1: 23,266 shares 23,266 $568K <0.01% +7,262 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,732 shares; 2025Q3: 8,425 shares; 2025Q4: 14,615 shares; 2026Q1: 30,162 shares 30,162 $568K <0.01% +15,547 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,828 shares; 2026Q1: 56,596 shares 56,596 $568K <0.01% +42,768 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 4,044 shares; 2025Q1: 4,049 shares; 2025Q2: 3,493 shares; 2025Q3: 3,450 shares; 2025Q4: 3,646 shares; 2026Q1: 4,077 shares 4,077 $567K <0.01% +431 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,192 shares; 2025Q4: 16,192 shares; 2026Q1: 16,192 shares 16,192 $566K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,477 shares; 2025Q1: 9,459 shares; 2025Q2: 8,757 shares; 2025Q3: 9,193 shares; 2025Q4: 11,764 shares; 2026Q1: 11,611 shares 11,611 $566K <0.01% -153 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,132 shares; 2025Q4: 4,160 shares; 2026Q1: 4,208 shares 4,208 $565K <0.01% +48 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,493 shares 12,493 $564K <0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,107 shares; 2025Q1: 5,553 shares; 2025Q2: 6,100 shares; 2025Q3: 5,253 shares; 2025Q4: 5,451 shares; 2026Q1: 5,987 shares 5,987 $563K <0.01% +536 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 4,000 shares; 2026Q1: 4,392 shares 4,392 $561K <0.01% +392 Timeline