VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,151,563 shares; 2024Q4: 15,626,644 shares; 2025Q1: 15,971,439 shares; 2025Q2: 17,195,561 shares; 2025Q3: 17,862,011 shares; 2025Q4: 18,025,283 shares; 2026Q1: 17,969,445 shares 17,969,445 $5.76B 12.65% -55,838 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,237,104 shares; 2024Q4: 58,593,050 shares; 2025Q1: 60,371,395 shares; 2025Q2: 56,554,758 shares; 2025Q3: 58,309,968 shares; 2025Q4: 58,685,582 shares; 2026Q1: 57,686,964 shares 57,686,964 $3.7B 8.11% -998,618 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,625,307 shares; 2024Q4: 107,390,188 shares; 2025Q1: 104,770,919 shares; 2025Q2: 109,691,724 shares; 2025Q3: 109,982,417 shares; 2025Q4: 111,479,482 shares; 2026Q1: 116,338,040 shares 116,338,040 $2.88B 6.32% +4,858,558 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,914,408 shares; 2024Q4: 38,954,372 shares; 2025Q1: 39,369,561 shares; 2025Q2: 38,349,297 shares; 2025Q3: 37,636,978 shares; 2025Q4: 38,895,734 shares; 2026Q1: 40,686,196 shares 40,686,196 $2.84B 6.23% +1,790,462 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,150,169 shares; 2024Q4: 44,575,645 shares; 2025Q1: 45,420,074 shares; 2025Q2: 45,479,372 shares; 2025Q3: 47,270,138 shares; 2025Q4: 47,401,085 shares; 2026Q1: 45,921,666 shares 45,921,666 $2.48B 5.45% -1,479,419 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,330,478 shares; 2024Q4: 9,753,243 shares; 2025Q1: 11,002,156 shares; 2025Q2: 10,566,864 shares; 2025Q3: 10,556,052 shares; 2025Q4: 11,612,076 shares; 2026Q1: 14,373,487 shares 14,373,487 $2.05B 4.49% +2,761,411 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,823,204 shares; 2024Q4: 6,864,832 shares; 2025Q1: 7,603,273 shares; 2025Q2: 9,089,642 shares; 2025Q3: 9,592,106 shares; 2025Q4: 9,879,191 shares; 2026Q1: 8,997,146 shares 8,997,146 $1.93B 4.25% -882,045 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600,322 shares; 2024Q4: 60,222,952 shares; 2025Q1: 58,426,349 shares; 2025Q2: 56,360,948 shares; 2025Q3: 55,097,987 shares; 2025Q4: 53,564,291 shares; 2026Q1: 52,556,138 shares 52,556,138 $1.32B 2.9% -1,008,153 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,548,822 shares; 2024Q4: 24,488,697 shares; 2025Q1: 22,920,470 shares; 2025Q2: 20,916,716 shares; 2025Q3: 22,264,110 shares; 2025Q4: 24,153,510 shares; 2026Q1: 24,913,759 shares 24,913,759 $1.24B 2.73% +760,249 Timeline DGRO 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: 10,191,238 shares; 2024Q4: 17,335,594 shares; 2025Q1: 16,883,038 shares; 2025Q2: 13,297,049 shares; 2025Q3: 13,302,891 shares; 2025Q4: 13,931,233 shares; 2026Q1: 17,425,702 shares 17,425,702 $1.22B 2.68% +3,494,469 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: 6,253,899 shares; 2024Q4: 8,273,071 shares; 2025Q1: 9,739,318 shares; 2025Q2: 9,254,116 shares; 2025Q3: 10,119,085 shares; 2025Q4: 10,951,554 shares; 2026Q1: 10,734,837 shares 10,734,837 $1.17B 2.57% -216,717 Timeline SCHP 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: 1,221,051 shares; 2024Q4: 22,234,248 shares; 2025Q1: 28,220,930 shares; 2025Q2: 31,970,077 shares; 2025Q3: 35,688,247 shares; 2025Q4: 34,533,133 shares; 2026Q1: 34,244,939 shares 34,244,939 $911M 2% -288,194 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,106,667 shares; 2024Q4: 8,535,038 shares; 2025Q1: 8,561,435 shares; 2025Q2: 8,778,198 shares; 2025Q3: 9,343,853 shares; 2025Q4: 10,039,327 shares; 2026Q1: 10,070,180 shares 10,070,180 $893M 1.96% +30,853 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812,975 shares; 2024Q4: 3,933,568 shares; 2025Q1: 4,119,257 shares; 2025Q2: 4,154,879 shares; 2025Q3: 4,227,845 shares; 2025Q4: 4,287,362 shares; 2026Q1: 4,363,766 shares 4,363,766 $761M 1.67% +76,404 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262,802 shares; 2024Q4: 3,447,344 shares; 2025Q1: 3,143,888 shares; 2025Q2: 3,283,604 shares; 2025Q3: 3,409,687 shares; 2025Q4: 3,395,096 shares; 2026Q1: 3,318,175 shares 3,318,175 $683M 1.5% -76,921 Timeline VCIT 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: 186,252 shares; 2024Q4: 3,087,461 shares; 2025Q1: 2,876,322 shares; 2025Q2: 4,871,726 shares; 2025Q3: 5,061,712 shares; 2025Q4: 5,510,729 shares; 2026Q1: 6,762,049 shares 6,762,049 $560M 1.23% +1,251,320 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,105 shares; 2024Q4: 718,286 shares; 2025Q1: 762,684 shares; 2025Q2: 762,835 shares; 2025Q3: 790,082 shares; 2025Q4: 812,030 shares; 2026Q1: 861,151 shares 861,151 $515M 1.13% +49,121 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740,431 shares; 2024Q4: 7,576,579 shares; 2025Q1: 6,712,402 shares; 2025Q2: 5,395,885 shares; 2025Q3: 5,039,020 shares; 2025Q4: 4,900,255 shares; 2026Q1: 4,442,764 shares 4,442,764 $472M 1.04% -457,491 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486,797 shares; 2024Q4: 1,588,699 shares; 2025Q1: 1,454,851 shares; 2025Q2: 1,467,855 shares; 2025Q3: 1,497,626 shares; 2025Q4: 1,567,975 shares; 2026Q1: 1,696,661 shares 1,696,661 $444M 0.98% +128,686 Timeline PWZ 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: 34,538 shares; 2024Q4: 73,702 shares; 2025Q1: 147,159 shares; 2025Q2: 5,171,896 shares; 2025Q3: 18,905,818 shares; 2025Q4: 18,435,141 shares; 2026Q1: 17,410,759 shares 17,410,759 $416M 0.91% -1,024,382 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236,533 shares; 2024Q4: 1,354,939 shares; 2025Q1: 1,443,988 shares; 2025Q2: 1,379,744 shares; 2025Q3: 1,474,557 shares; 2025Q4: 1,576,668 shares; 2026Q1: 1,586,612 shares 1,586,612 $403M 0.88% +9,944 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,840,490 shares; 2024Q4: 14,309,642 shares; 2025Q1: 13,924,582 shares; 2025Q2: 13,453,546 shares; 2025Q3: 13,168,861 shares; 2025Q4: 12,887,457 shares; 2026Q1: 12,807,842 shares 12,807,842 $393M 0.86% -79,615 Timeline ESGU 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: 1,767,233 shares; 2024Q4: 2,002,265 shares; 2025Q1: 2,173,670 shares; 2025Q2: 2,342,414 shares; 2025Q3: 2,500,888 shares; 2025Q4: 2,591,308 shares; 2026Q1: 2,646,197 shares 2,646,197 $374M 0.82% +54,889 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: 19,517 shares; 2024Q4: 6,827,300 shares; 2025Q1: 8,951,879 shares; 2025Q2: 8,648,197 shares; 2025Q3: 3,958,355 shares; 2025Q4: 5,109,731 shares; 2026Q1: 6,199,721 shares 6,199,721 $353M 0.77% +1,089,990 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,324 shares; 2024Q4: 679,296 shares; 2025Q1: 742,918 shares; 2025Q2: 803,156 shares; 2025Q3: 823,618 shares; 2025Q4: 844,366 shares; 2026Q1: 784,119 shares 784,119 $290M 0.64% -60,247 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914,670 shares; 2024Q4: 983,249 shares; 2025Q1: 1,031,367 shares; 2025Q2: 1,102,444 shares; 2025Q3: 1,145,151 shares; 2025Q4: 1,195,364 shares; 2026Q1: 1,230,756 shares 1,230,756 $256M 0.56% +35,392 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537,750 shares; 2024Q4: 592,590 shares; 2025Q1: 639,880 shares; 2025Q2: 699,842 shares; 2025Q3: 747,609 shares; 2025Q4: 805,215 shares; 2026Q1: 846,668 shares 846,668 $243M 0.53% +41,453 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,351 shares; 2024Q4: 757,764 shares; 2025Q1: 718,116 shares; 2025Q2: 746,544 shares; 2025Q3: 732,614 shares; 2025Q4: 3,633,423 shares; 2026Q1: 4,855,031 shares 4,855,031 $243M 0.53% +1,221,608 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247,678 shares; 2024Q4: 736,011 shares; 2025Q1: 1,534,178 shares; 2025Q2: 1,782,762 shares; 2025Q3: 1,960,677 shares; 2025Q4: 1,617,465 shares; 2026Q1: 2,048,039 shares 2,048,039 $226M 0.5% +430,574 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829,768 shares; 2024Q4: 786,089 shares; 2025Q1: 818,812 shares; 2025Q2: 787,211 shares; 2025Q3: 741,764 shares; 2025Q4: 717,802 shares; 2026Q1: 738,555 shares 738,555 $221M 0.48% +20,753 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181,274 shares; 2024Q4: 1,444,923 shares; 2025Q1: 1,502,840 shares; 2025Q2: 1,521,923 shares; 2025Q3: 1,497,736 shares; 2025Q4: 1,575,578 shares; 2026Q1: 1,790,108 shares 1,790,108 $201M 0.44% +214,530 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,202 shares; 2024Q4: 476,609 shares; 2025Q1: 527,067 shares; 2025Q2: 561,447 shares; 2025Q3: 582,654 shares; 2025Q4: 612,521 shares; 2026Q1: 635,173 shares 635,173 $197M 0.43% +22,652 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,961 shares; 2024Q4: 291,256 shares; 2025Q1: 306,416 shares; 2025Q2: 313,777 shares; 2025Q3: 319,431 shares; 2025Q4: 334,651 shares; 2026Q1: 336,576 shares 336,576 $193M 0.42% +1,925 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,914 shares; 2024Q4: 482,220 shares; 2025Q1: 511,515 shares; 2025Q2: 541,033 shares; 2025Q3: 565,657 shares; 2025Q4: 599,071 shares; 2026Q1: 629,806 shares 629,806 $181M 0.4% +30,735 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,718,619 shares; 2026Q1: 2,648,379 shares 2,648,379 $174M 0.38% -70,240 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: 3,394,048 shares; 2024Q4: 5,030,086 shares; 2025Q1: 5,680,720 shares; 2025Q2: 3,355,648 shares; 2025Q3: 4,086,722 shares; 2025Q4: 4,935,059 shares; 2026Q1: 5,319,203 shares 5,319,203 $164M 0.36% +384,144 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,577 shares; 2024Q4: 175,347 shares; 2025Q1: 199,669 shares; 2025Q2: 226,745 shares; 2025Q3: 239,714 shares; 2025Q4: 246,715 shares; 2026Q1: 244,508 shares 244,508 $159M 0.35% -2,207 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,582 shares; 2024Q4: 291,942 shares; 2025Q1: 359,448 shares; 2025Q2: 379,262 shares; 2025Q3: 394,126 shares; 2025Q4: 408,545 shares; 2026Q1: 422,436 shares 422,436 $157M 0.34% +13,891 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297,756 shares; 2024Q4: 1,234,552 shares; 2025Q1: 1,234,488 shares; 2025Q2: 1,214,495 shares; 2025Q3: 1,223,195 shares; 2025Q4: 2,454,566 shares; 2026Q1: 2,483,501 shares 2,483,501 $152M 0.33% +28,935 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: 992,708 shares; 2024Q4: 976,529 shares; 2025Q1: 908,019 shares; 2025Q2: 882,562 shares; 2025Q3: 852,877 shares; 2025Q4: 835,630 shares; 2026Q1: 807,650 shares 807,650 $140M 0.31% -27,980 Timeline SJNK 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: 2,464,435 shares; 2024Q4: 2,966,834 shares; 2025Q1: 3,267,659 shares; 2025Q2: 3,479,826 shares; 2025Q3: 3,366,784 shares; 2025Q4: 3,661,594 shares; 2026Q1: 5,365,286 shares 5,365,286 $134M 0.29% +1,703,692 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264,944 shares; 2024Q4: 914,878 shares; 2025Q1: 979,919 shares; 2025Q2: 1,522,519 shares; 2025Q3: 1,668,530 shares; 2025Q4: 1,753,658 shares; 2026Q1: 1,733,719 shares 1,733,719 $128M 0.28% -19,939 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397,751 shares; 2024Q4: 1,653,327 shares; 2025Q1: 1,829,550 shares; 2025Q2: 5,159,089 shares; 2025Q3: 4,936,415 shares; 2025Q4: 4,748,728 shares; 2026Q1: 4,563,379 shares 4,563,379 $116M 0.26% -185,349 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: 1,170,402 shares; 2024Q4: 1,126,828 shares; 2025Q1: 1,121,344 shares; 2025Q2: 1,121,283 shares; 2025Q3: 1,169,041 shares; 2025Q4: 1,247,288 shares; 2026Q1: 1,208,522 shares 1,208,522 $116M 0.25% -38,766 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: 2,853,049 shares; 2024Q4: 2,533,952 shares; 2025Q1: 2,495,656 shares; 2025Q2: 2,420,944 shares; 2025Q3: 2,497,409 shares; 2025Q4: 2,568,072 shares; 2026Q1: 2,504,524 shares 2,504,524 $114M 0.25% -63,548 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,416 shares; 2024Q4: 289,162 shares; 2025Q1: 317,991 shares; 2025Q2: 351,484 shares; 2025Q3: 357,899 shares; 2025Q4: 359,778 shares; 2026Q1: 369,745 shares 369,745 $109M 0.24% +9,967 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,845 shares; 2024Q4: 104,653 shares; 2025Q1: 111,269 shares; 2025Q2: 105,712 shares; 2025Q3: 110,618 shares; 2025Q4: 115,280 shares; 2026Q1: 117,458 shares 117,458 $108M 0.24% +2,178 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,465 shares; 2024Q4: 172,816 shares; 2025Q1: 186,745 shares; 2025Q2: 207,382 shares; 2025Q3: 226,865 shares; 2025Q4: 184,756 shares; 2026Q1: 180,262 shares 180,262 $104M 0.23% -4,494 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,742 shares; 2024Q4: 168,732 shares; 2025Q1: 212,041 shares; 2025Q2: 197,995 shares; 2025Q3: 201,861 shares; 2025Q4: 206,973 shares; 2026Q1: 215,691 shares 215,691 $103M 0.23% +8,718 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,095 shares; 2024Q4: 154,654 shares; 2025Q1: 271,811 shares; 2025Q2: 474,431 shares; 2025Q3: 501,698 shares; 2025Q4: 875,760 shares; 2026Q1: 992,541 shares 992,541 $99.9M 0.22% +116,781 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: 436,142 shares; 2024Q4: 1,373,625 shares; 2025Q1: 784,077 shares; 2025Q2: 711,864 shares; 2025Q3: 702,224 shares; 2025Q4: 1,319,398 shares; 2026Q1: 911,484 shares 911,484 $91.3M 0.2% -407,914 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,368 shares; 2024Q4: 420,379 shares; 2025Q1: 472,087 shares; 2025Q2: 436,231 shares; 2025Q3: 430,572 shares; 2025Q4: 463,041 shares; 2026Q1: 500,455 shares 500,455 $84.9M 0.19% +37,414 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,327 shares; 2024Q4: 158,941 shares; 2025Q1: 252,068 shares; 2025Q2: 286,462 shares; 2025Q3: 314,087 shares; 2025Q4: 327,542 shares; 2026Q1: 345,011 shares 345,011 $84.3M 0.19% +17,469 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390,402 shares; 2024Q4: 2,381,201 shares; 2025Q1: 2,613,753 shares; 2025Q2: 3,040,474 shares; 2025Q3: 3,313,443 shares; 2025Q4: 3,688,991 shares; 2026Q1: 3,630,036 shares 3,630,036 $84M 0.18% -58,955 Timeline SHY 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: 1,543,953 shares; 2024Q4: 1,238,065 shares; 2025Q1: 1,120,066 shares; 2025Q2: 878,644 shares; 2025Q3: 805,718 shares; 2025Q4: 747,145 shares; 2026Q1: 1,014,778 shares 1,014,778 $83.8M 0.18% +267,633 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,609 shares; 2024Q4: 504,580 shares; 2025Q1: 505,516 shares; 2025Q2: 544,835 shares; 2025Q3: 552,907 shares; 2025Q4: 550,941 shares; 2026Q1: 564,361 shares 564,361 $82.6M 0.18% +13,420 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: 2,365,957 shares; 2024Q4: 2,260,377 shares; 2025Q1: 2,382,422 shares; 2025Q2: 2,339,804 shares; 2025Q3: 2,630,137 shares; 2025Q4: 2,813,101 shares; 2026Q1: 1,931,911 shares 1,931,911 $81.7M 0.18% -881,190 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,495 shares; 2024Q4: 492,787 shares; 2025Q1: 515,381 shares; 2025Q2: 556,694 shares; 2025Q3: 571,956 shares; 2025Q4: 590,793 shares; 2026Q1: 641,515 shares 641,515 $79.7M 0.17% +50,722 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 71,750 shares; 2025Q1: 73,179 shares; 2025Q2: 75,517 shares; 2025Q3: 76,424 shares; 2025Q4: 765,569 shares; 2026Q1: 797,815 shares 797,815 $76.7M 0.17% +32,246 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: 2,422,908 shares; 2024Q4: 3,755,864 shares; 2025Q1: 3,916,163 shares; 2025Q2: 3,584,777 shares; 2025Q3: 3,787,747 shares; 2025Q4: 4,077,325 shares; 2026Q1: 2,978,594 shares 2,978,594 $72.3M 0.16% -1,098,731 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,049 shares; 2024Q4: 54,679 shares; 2025Q1: 59,235 shares; 2025Q2: 61,908 shares; 2025Q3: 58,059 shares; 2025Q4: 58,322 shares; 2026Q1: 66,236 shares 66,236 $66M 0.14% +7,914 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,931 shares; 2024Q4: 247,105 shares; 2025Q1: 263,796 shares; 2025Q2: 266,489 shares; 2025Q3: 273,232 shares; 2025Q4: 295,098 shares; 2026Q1: 320,629 shares 320,629 $65.2M 0.14% +25,531 Timeline QQQM 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: 17,852 shares; 2024Q4: 30,739 shares; 2025Q1: 38,380 shares; 2025Q2: 48,347 shares; 2025Q3: 67,482 shares; 2025Q4: 212,010 shares; 2026Q1: 259,607 shares 259,607 $61.7M 0.14% +47,597 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523,033 shares; 2024Q4: 1,467,439 shares; 2025Q1: 1,327,710 shares; 2025Q2: 1,344,361 shares; 2025Q3: 1,381,205 shares; 2025Q4: 1,404,283 shares; 2026Q1: 1,637,618 shares 1,637,618 $59.1M 0.13% +233,335 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,916 shares; 2024Q4: 163,638 shares; 2025Q1: 184,082 shares; 2025Q2: 193,822 shares; 2025Q3: 191,969 shares; 2025Q4: 191,300 shares; 2026Q1: 195,150 shares 195,150 $59M 0.13% +3,850 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: 551,393 shares; 2024Q4: 632,120 shares; 2025Q1: 705,032 shares; 2025Q2: 651,222 shares; 2025Q3: 647,842 shares; 2025Q4: 688,825 shares; 2026Q1: 689,936 shares 689,936 $58.6M 0.13% +1,111 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,752 shares; 2024Q4: 517,899 shares; 2025Q1: 708,008 shares; 2025Q2: 671,585 shares; 2025Q3: 777,231 shares; 2025Q4: 1,116,501 shares; 2026Q1: 1,460,531 shares 1,460,531 $56.1M 0.12% +344,030 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,643 shares; 2024Q4: 90,016 shares; 2025Q1: 108,405 shares; 2025Q2: 86,907 shares; 2025Q3: 95,396 shares; 2025Q4: 120,295 shares; 2026Q1: 164,821 shares 164,821 $55.7M 0.12% +44,526 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889,120 shares; 2024Q4: 1,043,153 shares; 2025Q1: 1,064,323 shares; 2025Q2: 1,146,590 shares; 2025Q3: 1,103,643 shares; 2025Q4: 1,234,940 shares; 2026Q1: 1,535,538 shares 1,535,538 $55.5M 0.12% +300,598 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,080 shares; 2024Q4: 81,103 shares; 2025Q1: 108,926 shares; 2025Q2: 123,080 shares; 2025Q3: 163,591 shares; 2025Q4: 129,639 shares; 2026Q1: 125,903 shares 125,903 $54.2M 0.12% -3,736 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,038 shares; 2024Q4: 93,301 shares; 2025Q1: 97,226 shares; 2025Q2: 101,850 shares; 2025Q3: 105,484 shares; 2025Q4: 106,673 shares; 2026Q1: 108,039 shares 108,039 $54M 0.12% +1,366 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 61,122 shares; 2025Q1: 63,502 shares; 2025Q2: 64,699 shares; 2025Q3: 66,260 shares; 2025Q4: 70,350 shares; 2026Q1: 74,764 shares 74,764 $53M 0.12% +4,414 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,036 shares; 2024Q4: 146,593 shares; 2025Q1: 175,905 shares; 2025Q2: 156,316 shares; 2025Q3: 212,860 shares; 2025Q4: 203,130 shares; 2026Q1: 239,405 shares 239,405 $49.5M 0.11% +36,275 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,164 shares; 2024Q4: 183,744 shares; 2025Q1: 234,724 shares; 2025Q2: 296,909 shares; 2025Q3: 394,007 shares; 2025Q4: 487,630 shares; 2026Q1: 608,493 shares 608,493 $46.9M 0.1% +120,863 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,261 shares; 2024Q4: 117,974 shares; 2025Q1: 126,610 shares; 2025Q2: 116,441 shares; 2025Q3: 113,071 shares; 2025Q4: 115,305 shares; 2026Q1: 129,164 shares 129,164 $46.1M 0.1% +13,859 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,785 shares; 2024Q4: 803,727 shares; 2025Q1: 849,869 shares; 2025Q2: 908,003 shares; 2025Q3: 915,619 shares; 2025Q4: 935,801 shares; 2026Q1: 927,086 shares 927,086 $45.2M 0.1% -8,715 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,851 shares; 2024Q4: 135,422 shares; 2025Q1: 154,390 shares; 2025Q2: 151,836 shares; 2025Q3: 154,003 shares; 2025Q4: 154,824 shares; 2026Q1: 158,018 shares 158,018 $44.8M 0.1% +3,194 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,136 shares; 2024Q4: 85,858 shares; 2025Q1: 91,090 shares; 2025Q2: 97,415 shares; 2025Q3: 103,454 shares; 2025Q4: 105,173 shares; 2026Q1: 102,325 shares 102,325 $44.7M 0.1% -2,848 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,013 shares; 2024Q4: 112,256 shares; 2025Q1: 110,789 shares; 2025Q2: 102,713 shares; 2025Q3: 99,269 shares; 2025Q4: 112,472 shares; 2026Q1: 130,582 shares 130,582 $44.6M 0.1% +18,110 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 41,226 shares; 2025Q1: 44,331 shares; 2025Q2: 47,901 shares; 2025Q3: 48,681 shares; 2025Q4: 49,726 shares; 2026Q1: 52,333 shares 52,333 $44.3M 0.1% +2,607 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149,789 shares; 2024Q4: 1,253,954 shares; 2025Q1: 1,309,658 shares; 2025Q2: 1,344,583 shares; 2025Q3: 1,411,031 shares; 2025Q4: 1,401,599 shares; 2026Q1: 1,524,157 shares 1,524,157 $44.2M 0.1% +122,558 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187,908 shares; 2024Q4: 1,121,579 shares; 2025Q1: 1,283,228 shares; 2025Q2: 1,225,670 shares; 2025Q3: 1,376,561 shares; 2025Q4: 1,404,133 shares; 2026Q1: 1,186,924 shares 1,186,924 $43.7M 0.1% -217,209 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: 3,837 shares; 2025Q3: 21,340 shares; 2025Q4: 353,855 shares; 2026Q1: 458,522 shares 458,522 $42.5M 0.09% +104,667 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,951 shares; 2024Q4: 70,704 shares; 2025Q1: 77,823 shares; 2025Q2: 138,061 shares; 2025Q3: 135,581 shares; 2025Q4: 152,578 shares; 2026Q1: 185,979 shares 185,979 $40.7M 0.09% +33,401 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 110,149 shares; 2025Q1: 109,091 shares; 2025Q2: 149,398 shares; 2025Q3: 210,309 shares; 2025Q4: 241,210 shares; 2026Q1: 260,715 shares 260,715 $40.5M 0.09% +19,505 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,607 shares; 2024Q4: 109,419 shares; 2025Q1: 109,716 shares; 2025Q2: 108,811 shares; 2025Q3: 119,136 shares; 2025Q4: 116,346 shares; 2026Q1: 122,119 shares 122,119 $40.2M 0.09% +5,773 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,489 shares; 2024Q4: 149,097 shares; 2025Q1: 160,823 shares; 2025Q2: 160,555 shares; 2025Q3: 175,400 shares; 2025Q4: 180,003 shares; 2026Q1: 182,934 shares 182,934 $39.8M 0.09% +2,931 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,760 shares; 2025Q1: 138,391 shares; 2025Q2: 120,036 shares; 2025Q3: 128,132 shares; 2025Q4: 151,372 shares; 2026Q1: 186,183 shares 186,183 $39.8M 0.09% +34,811 Timeline SMH 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: 74,540 shares; 2024Q4: 83,310 shares; 2025Q1: 74,900 shares; 2025Q2: 87,077 shares; 2025Q3: 91,510 shares; 2025Q4: 93,804 shares; 2026Q1: 98,371 shares 98,371 $37.7M 0.08% +4,567 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,139 shares; 2024Q4: 244,880 shares; 2025Q1: 161,179 shares; 2025Q2: 177,442 shares; 2025Q3: 210,569 shares; 2025Q4: 257,244 shares; 2026Q1: 311,279 shares 311,279 $37.4M 0.08% +54,035 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,549 shares; 2024Q4: 216,929 shares; 2025Q1: 226,574 shares; 2025Q2: 217,747 shares; 2025Q3: 250,813 shares; 2025Q4: 245,869 shares; 2026Q1: 249,968 shares 249,968 $36.1M 0.08% +4,099 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,159 shares; 2024Q4: 321,699 shares; 2025Q1: 363,272 shares; 2025Q2: 394,485 shares; 2025Q3: 359,640 shares; 2025Q4: 451,752 shares; 2026Q1: 464,919 shares 464,919 $35.4M 0.08% +13,167 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,687 shares; 2024Q4: 287,440 shares; 2025Q1: 370,325 shares; 2025Q2: 369,599 shares; 2025Q3: 374,768 shares; 2025Q4: 417,912 shares; 2026Q1: 452,493 shares 452,493 $35.1M 0.08% +34,581 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 24,548 shares; 2025Q1: 25,676 shares; 2025Q2: 33,113 shares; 2025Q3: 34,468 shares; 2025Q4: 36,428 shares; 2026Q1: 39,606 shares 39,606 $34.6M 0.08% +3,178 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,970 shares; 2024Q4: 166,643 shares; 2025Q1: 213,912 shares; 2025Q2: 248,854 shares; 2025Q3: 235,844 shares; 2025Q4: 238,068 shares; 2026Q1: 244,488 shares 244,488 $34.1M 0.07% +6,420 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,312 shares; 2024Q4: 350,955 shares; 2025Q1: 381,486 shares; 2025Q2: 415,503 shares; 2025Q3: 429,018 shares; 2025Q4: 437,932 shares; 2026Q1: 422,133 shares 422,133 $33.6M 0.07% -15,799 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,494 shares; 2024Q4: 491,906 shares; 2025Q1: 517,283 shares; 2025Q2: 532,247 shares; 2025Q3: 610,238 shares; 2025Q4: 619,264 shares; 2026Q1: 667,727 shares 667,727 $33.5M 0.07% +48,463 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,213 shares; 2024Q4: 157,468 shares; 2025Q1: 195,304 shares; 2025Q2: 210,530 shares; 2025Q3: 210,582 shares; 2025Q4: 193,143 shares; 2026Q1: 199,970 shares 199,970 $33.1M 0.07% +6,827 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,517 shares; 2024Q4: 179,581 shares; 2025Q1: 183,216 shares; 2025Q2: 195,453 shares; 2025Q3: 213,450 shares; 2025Q4: 216,643 shares; 2026Q1: 223,079 shares 223,079 $32.8M 0.07% +6,436 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949,094 shares; 2024Q4: 975,156 shares; 2025Q1: 832,250 shares; 2025Q2: 818,660 shares; 2025Q3: 797,834 shares; 2025Q4: 823,773 shares; 2026Q1: 888,758 shares 888,758 $32.7M 0.07% +64,985 Timeline BIV 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: 174,813 shares; 2024Q4: 378,178 shares; 2025Q1: 418,947 shares; 2025Q2: 355,667 shares; 2025Q3: 349,620 shares; 2025Q4: 393,184 shares; 2026Q1: 422,176 shares 422,176 $32.6M 0.07% +28,992 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,578 shares; 2024Q4: 104,885 shares; 2025Q1: 122,029 shares; 2025Q2: 129,255 shares; 2025Q3: 125,746 shares; 2025Q4: 130,666 shares; 2026Q1: 134,147 shares 134,147 $32.5M 0.07% +3,481 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,593 shares; 2024Q4: 148,690 shares; 2025Q1: 156,865 shares; 2025Q2: 163,814 shares; 2025Q3: 171,820 shares; 2025Q4: 182,221 shares; 2026Q1: 203,603 shares 203,603 $32.5M 0.07% +21,382 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,109 shares; 2024Q4: 50,544 shares; 2025Q1: 66,065 shares; 2025Q2: 57,376 shares; 2025Q3: 70,233 shares; 2025Q4: 82,287 shares; 2026Q1: 90,562 shares 90,562 $31.9M 0.07% +8,275 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,937 shares; 2024Q4: 45,776 shares; 2025Q1: 51,854 shares; 2025Q2: 52,410 shares; 2025Q3: 53,323 shares; 2025Q4: 48,162 shares; 2026Q1: 62,284 shares 62,284 $30.9M 0.07% +14,122 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,168 shares; 2024Q4: 109,651 shares; 2025Q1: 99,722 shares; 2025Q2: 108,376 shares; 2025Q3: 114,708 shares; 2025Q4: 223,279 shares; 2026Q1: 226,573 shares 226,573 $30.1M 0.07% +3,294 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,526 shares; 2024Q4: 123,236 shares; 2025Q1: 127,843 shares; 2025Q2: 151,699 shares; 2025Q3: 157,575 shares; 2025Q4: 162,960 shares; 2026Q1: 176,673 shares 176,673 $29.1M 0.06% +13,713 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,956 shares; 2024Q4: 70,010 shares; 2025Q1: 77,622 shares; 2025Q2: 67,493 shares; 2025Q3: 72,999 shares; 2025Q4: 89,558 shares; 2026Q1: 91,804 shares 91,804 $28.5M 0.06% +2,246 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,907 shares; 2024Q4: 104,641 shares; 2025Q1: 124,646 shares; 2025Q2: 114,898 shares; 2025Q3: 123,150 shares; 2025Q4: 137,733 shares; 2026Q1: 146,831 shares 146,831 $28.3M 0.06% +9,098 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 11,071 shares; 2025Q1: 13,900 shares; 2025Q2: 14,955 shares; 2025Q3: 15,459 shares; 2025Q4: 17,155 shares; 2026Q1: 19,120 shares 19,120 $28.2M 0.06% +1,965 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,034 shares; 2024Q4: 191,900 shares; 2025Q1: 201,292 shares; 2025Q2: 200,238 shares; 2025Q3: 193,602 shares; 2025Q4: 178,346 shares; 2026Q1: 204,086 shares 204,086 $26.9M 0.06% +25,740 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,328 shares; 2024Q4: 77,269 shares; 2025Q1: 81,508 shares; 2025Q2: 62,646 shares; 2025Q3: 90,587 shares; 2025Q4: 96,224 shares; 2026Q1: 98,804 shares 98,804 $26.7M 0.06% +2,580 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,696 shares; 2024Q4: 69,201 shares; 2025Q1: 67,148 shares; 2025Q2: 81,058 shares; 2025Q3: 83,170 shares; 2025Q4: 87,504 shares; 2026Q1: 87,352 shares 87,352 $26.4M 0.06% -152 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,311 shares; 2024Q4: 203,215 shares; 2025Q1: 280,900 shares; 2025Q2: 196,564 shares; 2025Q3: 269,805 shares; 2025Q4: 443,265 shares; 2026Q1: 590,059 shares 590,059 $26M 0.06% +146,794 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,913 shares; 2024Q4: 249,605 shares; 2025Q1: 365,783 shares; 2025Q2: 350,738 shares; 2025Q3: 333,414 shares; 2025Q4: 355,118 shares; 2026Q1: 427,748 shares 427,748 $25.9M 0.06% +72,630 Timeline VGLT 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: 307,107 shares; 2024Q4: 255,359 shares; 2025Q1: 361,198 shares; 2025Q2: 405,132 shares; 2025Q3: 517,741 shares; 2025Q4: 485,671 shares; 2026Q1: 465,802 shares 465,802 $25.8M 0.06% -19,869 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,048 shares; 2024Q4: 58,168 shares; 2025Q1: 61,462 shares; 2025Q2: 59,714 shares; 2025Q3: 59,795 shares; 2025Q4: 63,067 shares; 2026Q1: 69,764 shares 69,764 $25.6M 0.06% +6,697 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 150,894 shares; 2025Q1: 176,653 shares; 2025Q2: 185,641 shares; 2025Q3: 198,066 shares; 2025Q4: 208,067 shares; 2026Q1: 225,974 shares 225,974 $25.6M 0.06% +17,907 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: 133,073 shares; 2024Q4: 149,438 shares; 2025Q1: 150,314 shares; 2025Q2: 184,498 shares; 2025Q3: 253,414 shares; 2025Q4: 318,763 shares; 2026Q1: 375,833 shares 375,833 $25.6M 0.06% +57,070 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 18,397 shares; 2025Q1: 25,470 shares; 2025Q2: 27,286 shares; 2025Q3: 25,557 shares; 2025Q4: 26,463 shares; 2026Q1: 27,965 shares 27,965 $24.2M 0.05% +1,502 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,961 shares; 2024Q4: 30,341 shares; 2025Q1: 31,060 shares; 2025Q2: 24,957 shares; 2025Q3: 28,207 shares; 2025Q4: 31,594 shares; 2026Q1: 33,630 shares 33,630 $23.5M 0.05% +2,036 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,417 shares; 2024Q4: 702,562 shares; 2025Q1: 709,020 shares; 2025Q2: 619,451 shares; 2025Q3: 579,364 shares; 2025Q4: 689,826 shares; 2026Q1: 824,349 shares 824,349 $23.1M 0.05% +134,523 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,315 shares; 2024Q4: 92,768 shares; 2025Q1: 94,152 shares; 2025Q2: 99,425 shares; 2025Q3: 97,583 shares; 2025Q4: 95,332 shares; 2026Q1: 94,703 shares 94,703 $23.1M 0.05% -629 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 50,859 shares; 2025Q1: 91,185 shares; 2025Q2: 109,124 shares; 2025Q3: 123,937 shares; 2025Q4: 134,831 shares; 2026Q1: 166,865 shares 166,865 $23.1M 0.05% +32,034 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,663 shares; 2024Q4: 115,533 shares; 2025Q1: 123,238 shares; 2025Q2: 158,457 shares; 2025Q3: 207,417 shares; 2025Q4: 241,222 shares; 2026Q1: 263,378 shares 263,378 $22.4M 0.05% +22,156 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,588 shares; 2024Q4: 202,259 shares; 2025Q1: 211,992 shares; 2025Q2: 187,425 shares; 2025Q3: 190,454 shares; 2025Q4: 205,858 shares; 2026Q1: 240,288 shares 240,288 $22.3M 0.05% +34,430 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,169 shares; 2024Q4: 133,618 shares; 2025Q1: 143,756 shares; 2025Q2: 154,864 shares; 2025Q3: 160,672 shares; 2025Q4: 168,240 shares; 2026Q1: 176,262 shares 176,262 $22.3M 0.05% +8,022 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,267 shares; 2024Q4: 154,433 shares; 2025Q1: 182,641 shares; 2025Q2: 190,060 shares; 2025Q3: 180,454 shares; 2025Q4: 195,835 shares; 2026Q1: 241,853 shares 241,853 $22.2M 0.05% +46,018 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,139 shares; 2024Q4: 43,916 shares; 2025Q1: 44,686 shares; 2025Q2: 46,167 shares; 2025Q3: 40,076 shares; 2025Q4: 46,256 shares; 2026Q1: 47,988 shares 47,988 $22.1M 0.05% +1,732 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,905 shares; 2024Q4: 84,593 shares; 2025Q1: 89,450 shares; 2025Q2: 89,148 shares; 2025Q3: 89,498 shares; 2025Q4: 89,917 shares; 2026Q1: 92,532 shares 92,532 $21.3M 0.05% +2,615 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,602 shares; 2024Q4: 103,086 shares; 2025Q1: 132,966 shares; 2025Q2: 125,548 shares; 2025Q3: 138,315 shares; 2025Q4: 153,842 shares; 2026Q1: 162,446 shares 162,446 $21.3M 0.05% +8,604 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,922 shares; 2024Q4: 100,524 shares; 2025Q1: 106,221 shares; 2025Q2: 100,049 shares; 2025Q3: 100,976 shares; 2025Q4: 107,848 shares; 2026Q1: 113,644 shares 113,644 $21.2M 0.05% +5,796 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,194 shares; 2024Q4: 227,804 shares; 2025Q1: 280,621 shares; 2025Q2: 306,330 shares; 2025Q3: 315,665 shares; 2025Q4: 307,483 shares; 2026Q1: 293,481 shares 293,481 $21.1M 0.05% -14,002 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,261 shares; 2024Q4: 42,054 shares; 2025Q1: 45,811 shares; 2025Q2: 46,892 shares; 2025Q3: 89,311 shares; 2025Q4: 159,034 shares; 2026Q1: 218,372 shares 218,372 $21.1M 0.05% +59,338 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: 5,819,616 shares; 2024Q4: 2,852,238 shares; 2025Q1: 2,372,507 shares; 2025Q2: 2,260,119 shares; 2025Q3: 2,152,276 shares; 2025Q4: 218,955 shares; 2026Q1: 223,465 shares 223,465 $21M 0.05% +4,510 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,267 shares; 2024Q4: 100,619 shares; 2025Q1: 119,326 shares; 2025Q2: 122,792 shares; 2025Q3: 125,830 shares; 2025Q4: 148,873 shares; 2026Q1: 192,147 shares 192,147 $20.8M 0.05% +43,274 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,339 shares; 2024Q4: 48,650 shares; 2025Q1: 50,476 shares; 2025Q2: 43,286 shares; 2025Q3: 47,343 shares; 2025Q4: 50,947 shares; 2026Q1: 65,200 shares 65,200 $20.7M 0.05% +14,253 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,200 shares; 2024Q4: 41,019 shares; 2025Q1: 46,932 shares; 2025Q2: 43,918 shares; 2025Q3: 37,373 shares; 2025Q4: 43,169 shares; 2026Q1: 46,395 shares 46,395 $20.7M 0.05% +3,226 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,057 shares; 2024Q4: 46,054 shares; 2025Q1: 50,994 shares; 2025Q2: 55,233 shares; 2025Q3: 55,730 shares; 2025Q4: 54,230 shares; 2026Q1: 57,916 shares 57,916 $20.7M 0.05% +3,686 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,518 shares; 2025Q1: 141,392 shares; 2025Q2: 135,906 shares; 2025Q3: 141,131 shares; 2025Q4: 149,091 shares; 2026Q1: 167,076 shares 167,076 $20.5M 0.05% +17,985 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 47,748 shares; 2025Q1: 47,112 shares; 2025Q2: 38,460 shares; 2025Q3: 41,581 shares; 2025Q4: 44,451 shares; 2026Q1: 52,350 shares 52,350 $20.5M 0.05% +7,899 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,314 shares; 2024Q4: 206,926 shares; 2025Q1: 240,093 shares; 2025Q2: 289,173 shares; 2025Q3: 304,810 shares; 2025Q4: 292,598 shares; 2026Q1: 310,052 shares 310,052 $20.5M 0.04% +17,454 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,794 shares; 2024Q4: 72,197 shares; 2025Q1: 76,369 shares; 2025Q2: 83,801 shares; 2025Q3: 83,417 shares; 2025Q4: 82,207 shares; 2026Q1: 82,634 shares 82,634 $20.4M 0.04% +427 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 77,806 shares; 2025Q1: 81,189 shares; 2025Q2: 74,737 shares; 2025Q3: 71,053 shares; 2025Q4: 76,417 shares; 2026Q1: 89,071 shares 89,071 $20.1M 0.04% +12,654 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,147 shares; 2025Q1: 17,844 shares; 2025Q2: 20,020 shares; 2025Q3: 20,469 shares; 2025Q4: 20,582 shares; 2026Q1: 20,923 shares 20,923 $20.1M 0.04% +341 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,861 shares; 2024Q4: 76,438 shares; 2025Q1: 79,656 shares; 2025Q2: 72,456 shares; 2025Q3: 78,082 shares; 2025Q4: 84,627 shares; 2026Q1: 83,970 shares 83,970 $19.8M 0.04% -657 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,131 shares; 2024Q4: 234,443 shares; 2025Q1: 726,053 shares; 2025Q2: 598,735 shares; 2025Q3: 670,513 shares; 2025Q4: 705,951 shares; 2026Q1: 719,616 shares 719,616 $19.8M 0.04% +13,665 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,545 shares; 2024Q4: 133,543 shares; 2025Q1: 158,505 shares; 2025Q2: 165,089 shares; 2025Q3: 172,092 shares; 2025Q4: 164,689 shares; 2026Q1: 204,145 shares 204,145 $19.7M 0.04% +39,456 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,086 shares; 2024Q4: 45,477 shares; 2025Q1: 51,895 shares; 2025Q2: 60,819 shares; 2025Q3: 59,084 shares; 2025Q4: 64,907 shares; 2026Q1: 66,300 shares 66,300 $19.6M 0.04% +1,393 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,209 shares; 2024Q4: 75,895 shares; 2025Q1: 82,433 shares; 2025Q2: 72,493 shares; 2025Q3: 70,926 shares; 2025Q4: 79,094 shares; 2026Q1: 100,222 shares 100,222 $19.5M 0.04% +21,128 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: 43,834 shares; 2024Q4: 163,354 shares; 2025Q1: 727,542 shares; 2025Q2: 651,867 shares; 2025Q3: 553,137 shares; 2025Q4: 861,138 shares; 2026Q1: 1,227,230 shares 1,227,230 $19.4M 0.04% +366,092 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,738 shares; 2024Q4: 52,073 shares; 2025Q1: 55,395 shares; 2025Q2: 57,093 shares; 2025Q3: 57,924 shares; 2025Q4: 62,886 shares; 2026Q1: 82,755 shares 82,755 $19M 0.04% +19,869 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,013 shares; 2024Q4: 53,504 shares; 2025Q1: 79,979 shares; 2025Q2: 88,936 shares; 2025Q3: 88,659 shares; 2025Q4: 97,961 shares; 2026Q1: 109,012 shares 109,012 $18.8M 0.04% +11,051 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: 307,656 shares; 2024Q4: 330,484 shares; 2025Q1: 327,626 shares; 2025Q2: 336,138 shares; 2025Q3: 318,948 shares; 2025Q4: 296,368 shares; 2026Q1: 289,174 shares 289,174 $18.8M 0.04% -7,194 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 23,712 shares; 2025Q1: 30,603 shares; 2025Q2: 34,085 shares; 2025Q3: 28,566 shares; 2025Q4: 29,536 shares; 2026Q1: 32,960 shares 32,960 $18.6M 0.04% +3,424 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: 4,799 shares; 2024Q4: 8,910 shares; 2025Q1: 17,662 shares; 2025Q2: 105,896 shares; 2025Q3: 110,918 shares; 2025Q4: 102,190 shares; 2026Q1: 156,346 shares 156,346 $18.6M 0.04% +54,156 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: 118,318 shares; 2024Q4: 142,293 shares; 2025Q1: 218,921 shares; 2025Q2: 247,482 shares; 2025Q3: 256,298 shares; 2025Q4: 281,477 shares; 2026Q1: 302,432 shares 302,432 $18.5M 0.04% +20,955 Timeline JEPQ 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: 114,150 shares; 2024Q4: 153,630 shares; 2025Q1: 214,689 shares; 2025Q2: 273,244 shares; 2025Q3: 266,838 shares; 2025Q4: 293,227 shares; 2026Q1: 332,015 shares 332,015 $18.4M 0.04% +38,788 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: 505,310 shares; 2024Q4: 442,362 shares; 2025Q1: 422,635 shares; 2025Q2: 396,907 shares; 2025Q3: 373,430 shares; 2025Q4: 354,702 shares; 2026Q1: 341,133 shares 341,133 $18M 0.04% -13,569 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: 41,659 shares; 2024Q4: 65,324 shares; 2025Q1: 303,504 shares; 2025Q2: 325,630 shares; 2025Q3: 346,055 shares; 2025Q4: 337,385 shares; 2026Q1: 357,951 shares 357,951 $17.5M 0.04% +20,566 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,973 shares; 2024Q4: 81,532 shares; 2025Q1: 83,654 shares; 2025Q2: 84,069 shares; 2025Q3: 79,599 shares; 2025Q4: 76,630 shares; 2026Q1: 88,054 shares 88,054 $17.5M 0.04% +11,424 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,430 shares; 2024Q4: 39,688 shares; 2025Q1: 42,853 shares; 2025Q2: 106,098 shares; 2025Q3: 107,582 shares; 2025Q4: 107,129 shares; 2026Q1: 94,622 shares 94,622 $17.3M 0.04% -12,507 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,620 shares; 2024Q4: 46,302 shares; 2025Q1: 55,700 shares; 2025Q2: 61,290 shares; 2025Q3: 77,935 shares; 2025Q4: 82,248 shares; 2026Q1: 87,079 shares 87,079 $17.2M 0.04% +4,831 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,623 shares; 2024Q4: 106,055 shares; 2025Q1: 137,427 shares; 2025Q2: 168,248 shares; 2025Q3: 184,221 shares; 2025Q4: 172,371 shares; 2026Q1: 182,743 shares 182,743 $17.2M 0.04% +10,372 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: 84,228 shares; 2024Q4: 96,097 shares; 2025Q1: 146,679 shares; 2025Q2: 141,842 shares; 2025Q3: 129,719 shares; 2025Q4: 142,786 shares; 2026Q1: 150,994 shares 150,994 $17.1M 0.04% +8,208 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,497 shares; 2024Q4: 43,106 shares; 2025Q1: 46,133 shares; 2025Q2: 49,104 shares; 2025Q3: 46,028 shares; 2025Q4: 48,801 shares; 2026Q1: 52,328 shares 52,328 $17.1M 0.04% +3,527 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,440 shares; 2024Q4: 163,320 shares; 2025Q1: 165,619 shares; 2025Q2: 155,149 shares; 2025Q3: 154,518 shares; 2025Q4: 150,140 shares; 2026Q1: 151,495 shares 151,495 $17M 0.04% +1,355 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,596 shares; 2024Q4: 248,379 shares; 2025Q1: 312,513 shares; 2025Q2: 297,888 shares; 2025Q3: 281,225 shares; 2025Q4: 279,015 shares; 2026Q1: 325,516 shares 325,516 $16.9M 0.04% +46,501 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,729 shares; 2024Q4: 34,464 shares; 2025Q1: 36,700 shares; 2025Q2: 37,037 shares; 2025Q3: 40,860 shares; 2025Q4: 39,709 shares; 2026Q1: 50,755 shares 50,755 $16.7M 0.04% +11,046 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 26,100 shares; 2025Q1: 24,627 shares; 2025Q2: 24,850 shares; 2025Q3: 24,245 shares; 2025Q4: 22,999 shares; 2026Q1: 27,330 shares 27,330 $16.5M 0.04% +4,331 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,486 shares; 2024Q4: 47,494 shares; 2025Q1: 72,478 shares; 2025Q2: 63,385 shares; 2025Q3: 83,473 shares; 2025Q4: 113,893 shares; 2026Q1: 123,816 shares 123,816 $16.4M 0.04% +9,923 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,872 shares; 2024Q4: 58,903 shares; 2025Q1: 60,226 shares; 2025Q2: 59,306 shares; 2025Q3: 60,948 shares; 2025Q4: 63,532 shares; 2026Q1: 77,195 shares 77,195 $16.2M 0.04% +13,663 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,805 shares; 2024Q4: 36,282 shares; 2025Q1: 45,339 shares; 2025Q2: 51,131 shares; 2025Q3: 54,259 shares; 2025Q4: 57,358 shares; 2026Q1: 63,475 shares 63,475 $15.9M 0.03% +6,117 Timeline SOXX 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: 33,253 shares; 2024Q4: 29,115 shares; 2025Q1: 45,231 shares; 2025Q2: 32,306 shares; 2025Q3: 35,017 shares; 2025Q4: 40,158 shares; 2026Q1: 48,342 shares 48,342 $15.9M 0.03% +8,184 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,899 shares; 2024Q4: 62,136 shares; 2025Q1: 59,605 shares; 2025Q2: 71,936 shares; 2025Q3: 73,969 shares; 2025Q4: 80,847 shares; 2026Q1: 80,903 shares 80,903 $15.9M 0.03% +56 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,580 shares; 2024Q4: 22,525 shares; 2025Q1: 22,499 shares; 2025Q2: 15,431 shares; 2025Q3: 22,385 shares; 2025Q4: 28,123 shares; 2026Q1: 32,268 shares 32,268 $15.9M 0.03% +4,145 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 45,686 shares; 2025Q1: 99,396 shares; 2025Q2: 106,953 shares; 2025Q3: 115,893 shares; 2025Q4: 118,183 shares; 2026Q1: 120,426 shares 120,426 $15.8M 0.03% +2,243 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,921 shares; 2025Q1: 12,336 shares; 2025Q2: 13,433 shares; 2025Q3: 14,331 shares; 2025Q4: 16,126 shares; 2026Q1: 17,632 shares 17,632 $15.8M 0.03% +1,506 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,824 shares; 2024Q4: 45,809 shares; 2025Q1: 51,118 shares; 2025Q2: 78,812 shares; 2025Q3: 85,874 shares; 2025Q4: 78,461 shares; 2026Q1: 78,537 shares 78,537 $15.6M 0.03% +76 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,886 shares; 2024Q4: 15,696 shares; 2025Q1: 15,692 shares; 2025Q2: 15,517 shares; 2025Q3: 17,942 shares; 2025Q4: 21,692 shares; 2026Q1: 22,903 shares 22,903 $15.6M 0.03% +1,211 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 19,012 shares; 2025Q1: 22,130 shares; 2025Q2: 24,530 shares; 2025Q3: 33,272 shares; 2025Q4: 37,516 shares; 2026Q1: 38,833 shares 38,833 $15.5M 0.03% +1,317 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: 119,601 shares; 2024Q4: 126,567 shares; 2025Q1: 128,778 shares; 2025Q2: 150,560 shares; 2025Q3: 146,425 shares; 2025Q4: 169,004 shares; 2026Q1: 212,892 shares 212,892 $15.4M 0.03% +43,888 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: 189,893 shares; 2024Q4: 205,155 shares; 2025Q1: 218,625 shares; 2025Q2: 219,944 shares; 2025Q3: 204,170 shares; 2025Q4: 205,970 shares; 2026Q1: 210,324 shares 210,324 $15.3M 0.03% +4,354 Timeline JEPI 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: 148,268 shares; 2024Q4: 173,129 shares; 2025Q1: 170,238 shares; 2025Q2: 179,334 shares; 2025Q3: 198,467 shares; 2025Q4: 204,290 shares; 2026Q1: 267,421 shares 267,421 $15.2M 0.03% +63,131 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,156 shares; 2024Q4: 55,145 shares; 2025Q1: 65,423 shares; 2025Q2: 61,111 shares; 2025Q3: 53,991 shares; 2025Q4: 56,192 shares; 2026Q1: 62,306 shares 62,306 $15.1M 0.03% +6,114 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,836 shares; 2024Q4: 56,014 shares; 2025Q1: 71,897 shares; 2025Q2: 95,600 shares; 2025Q3: 110,136 shares; 2025Q4: 142,739 shares; 2026Q1: 200,407 shares 200,407 $15.1M 0.03% +57,668 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: 143,849 shares; 2024Q4: 283,672 shares; 2025Q1: 241,257 shares; 2025Q2: 243,411 shares; 2025Q3: 242,600 shares; 2025Q4: 234,965 shares; 2026Q1: 242,620 shares 242,620 $15M 0.03% +7,655 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,514 shares; 2024Q4: 96,833 shares; 2025Q1: 114,061 shares; 2025Q2: 112,954 shares; 2025Q3: 110,901 shares; 2025Q4: 121,828 shares; 2026Q1: 116,208 shares 116,208 $15M 0.03% -5,620 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,695 shares; 2024Q4: 34,020 shares; 2025Q1: 38,336 shares; 2025Q2: 40,727 shares; 2025Q3: 40,068 shares; 2025Q4: 41,421 shares; 2026Q1: 35,174 shares 35,174 $15M 0.03% -6,247 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: 78,265 shares; 2024Q4: 151,019 shares; 2025Q1: 172,030 shares; 2025Q2: 171,626 shares; 2025Q3: 168,211 shares; 2025Q4: 173,398 shares; 2026Q1: 192,795 shares 192,795 $15M 0.03% +19,397 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,162 shares; 2024Q4: 26,312 shares; 2025Q1: 26,359 shares; 2025Q2: 30,138 shares; 2025Q3: 29,414 shares; 2025Q4: 142,290 shares; 2026Q1: 142,657 shares 142,657 $14.9M 0.03% +367 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 34,480 shares; 2025Q1: 36,970 shares; 2025Q2: 38,829 shares; 2025Q3: 43,747 shares; 2025Q4: 50,282 shares; 2026Q1: 55,980 shares 55,980 $14.6M 0.03% +5,698 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: 72,227 shares; 2024Q4: 76,489 shares; 2025Q1: 80,221 shares; 2025Q2: 76,455 shares; 2025Q3: 70,758 shares; 2025Q4: 71,974 shares; 2026Q1: 73,502 shares 73,502 $14.5M 0.03% +1,528 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,970 shares; 2025Q1: 8,316 shares; 2025Q2: 136,945 shares; 2025Q3: 148,093 shares; 2025Q4: 157,120 shares; 2026Q1: 157,188 shares 157,188 $14.5M 0.03% +68 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: 124,982 shares; 2024Q4: 138,605 shares; 2025Q1: 114,023 shares; 2025Q2: 333,309 shares; 2025Q3: 282,365 shares; 2025Q4: 333,915 shares; 2026Q1: 389,260 shares 389,260 $14.5M 0.03% +55,345 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 44,809 shares; 2025Q1: 48,403 shares; 2025Q2: 48,461 shares; 2025Q3: 48,753 shares; 2025Q4: 55,179 shares; 2026Q1: 59,317 shares 59,317 $14.4M 0.03% +4,138 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 19,823 shares; 2025Q1: 22,199 shares; 2025Q2: 23,332 shares; 2025Q3: 24,202 shares; 2025Q4: 24,541 shares; 2026Q1: 26,100 shares 26,100 $14.3M 0.03% +1,559 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,276 shares; 2024Q4: 60,791 shares; 2025Q1: 59,475 shares; 2025Q2: 65,912 shares; 2025Q3: 73,003 shares; 2025Q4: 78,135 shares; 2026Q1: 75,987 shares 75,987 $14.2M 0.03% -2,148 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: not reported; 2025Q4: 1,839 shares; 2026Q1: 22,071 shares 22,071 $14M 0.03% +20,232 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 43,692 shares; 2025Q1: 45,837 shares; 2025Q2: 48,053 shares; 2025Q3: 45,199 shares; 2025Q4: 54,615 shares; 2026Q1: 68,727 shares 68,727 $14M 0.03% +14,112 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,389 shares; 2024Q4: 33,396 shares; 2025Q1: 29,370 shares; 2025Q2: 30,826 shares; 2025Q3: 37,324 shares; 2025Q4: 49,538 shares; 2026Q1: 44,313 shares 44,313 $13.9M 0.03% -5,225 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,358 shares; 2024Q4: 416,203 shares; 2025Q1: 432,927 shares; 2025Q2: 430,633 shares; 2025Q3: 401,450 shares; 2025Q4: 389,497 shares; 2026Q1: 411,809 shares 411,809 $13.8M 0.03% +22,312 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: 16,631 shares; 2024Q4: 27,055 shares; 2025Q1: 28,129 shares; 2025Q2: 49,807 shares; 2025Q3: 57,071 shares; 2025Q4: 63,936 shares; 2026Q1: 64,226 shares 64,226 $13.4M 0.03% +290 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: 59,872 shares; 2024Q4: 75,297 shares; 2025Q1: 147,515 shares; 2025Q2: 142,118 shares; 2025Q3: 150,492 shares; 2025Q4: 154,153 shares; 2026Q1: 162,656 shares 162,656 $13.3M 0.03% +8,503 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,665 shares; 2024Q4: 115,806 shares; 2025Q1: 216,373 shares; 2025Q2: 195,494 shares; 2025Q3: 187,884 shares; 2025Q4: 212,301 shares; 2026Q1: 181,517 shares 181,517 $13M 0.03% -30,784 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,957 shares; 2024Q4: 45,369 shares; 2025Q1: 49,492 shares; 2025Q2: 73,273 shares; 2025Q3: 71,331 shares; 2025Q4: 70,521 shares; 2026Q1: 71,498 shares 71,498 $13M 0.03% +977 Timeline VCEB 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: 124,117 shares; 2025Q1: 133,973 shares; 2025Q2: 87,673 shares; 2025Q3: 85,185 shares; 2025Q4: 87,633 shares; 2026Q1: 206,536 shares 206,536 $13M 0.03% +118,903 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,403 shares; 2024Q4: 56,972 shares; 2025Q1: 79,370 shares; 2025Q2: 77,698 shares; 2025Q3: 34,153 shares; 2025Q4: 70,315 shares; 2026Q1: 106,893 shares 106,893 $13M 0.03% +36,578 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: 221,603 shares; 2024Q4: 239,433 shares; 2025Q1: 267,594 shares; 2025Q2: 281,181 shares; 2025Q3: 288,626 shares; 2025Q4: 285,747 shares; 2026Q1: 282,431 shares 282,431 $12.9M 0.03% -3,316 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: 53,798 shares; 2024Q4: 85,807 shares; 2025Q1: 186,846 shares; 2025Q2: 171,207 shares; 2025Q3: 202,162 shares; 2025Q4: 217,663 shares; 2026Q1: 253,702 shares 253,702 $12.9M 0.03% +36,039 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,770 shares; 2025Q1: 10,547 shares; 2025Q2: 9,836 shares; 2025Q3: 9,319 shares; 2025Q4: 26,833 shares; 2026Q1: 27,063 shares 27,063 $12.8M 0.03% +230 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 55,555 shares; 2025Q1: 57,042 shares; 2025Q2: 56,510 shares; 2025Q3: 55,447 shares; 2025Q4: 56,317 shares; 2026Q1: 58,475 shares 58,475 $12.8M 0.03% +2,158 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,822 shares; 2024Q4: 182,798 shares; 2025Q1: 222,228 shares; 2025Q2: 253,236 shares; 2025Q3: 242,093 shares; 2025Q4: 241,880 shares; 2026Q1: 277,634 shares 277,634 $12.8M 0.03% +35,754 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,236 shares; 2024Q4: 78,446 shares; 2025Q1: 72,384 shares; 2025Q2: 93,430 shares; 2025Q3: 93,818 shares; 2025Q4: 108,578 shares; 2026Q1: 110,058 shares 110,058 $12.7M 0.03% +1,480 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: 28,485 shares; 2024Q4: 69,151 shares; 2025Q1: 81,393 shares; 2025Q2: 113,245 shares; 2025Q3: 116,146 shares; 2025Q4: 101,687 shares; 2026Q1: 109,525 shares 109,525 $12.7M 0.03% +7,838 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: 320,461 shares; 2024Q4: 332,447 shares; 2025Q1: 298,292 shares; 2025Q2: 279,272 shares; 2025Q3: 251,886 shares; 2025Q4: 248,083 shares; 2026Q1: 251,157 shares 251,157 $12.6M 0.03% +3,074 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,223 shares; 2024Q4: 54,504 shares; 2025Q1: 30,761 shares; 2025Q2: 49,785 shares; 2025Q3: 60,029 shares; 2025Q4: 67,836 shares; 2026Q1: 92,425 shares 92,425 $12.6M 0.03% +24,589 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,999 shares; 2024Q4: 115,817 shares; 2025Q1: 119,115 shares; 2025Q2: 143,743 shares; 2025Q3: 140,642 shares; 2025Q4: 124,788 shares; 2026Q1: 130,050 shares 130,050 $12.5M 0.03% +5,262 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: 97,570 shares; 2024Q4: 110,582 shares; 2025Q1: 231,622 shares; 2025Q2: 231,708 shares; 2025Q3: 175,282 shares; 2025Q4: 177,872 shares; 2026Q1: 179,188 shares 179,188 $12.4M 0.03% +1,316 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,059 shares; 2024Q4: 13,455 shares; 2025Q1: 12,564 shares; 2025Q2: 16,322 shares; 2025Q3: 26,522 shares; 2025Q4: 33,346 shares; 2026Q1: 45,852 shares 45,852 $12.4M 0.03% +12,506 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: 100,301 shares; 2025Q3: 100,677 shares; 2025Q4: 117,662 shares; 2026Q1: 191,529 shares 191,529 $12.3M 0.03% +73,867 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: 47,095 shares; 2024Q4: 55,104 shares; 2025Q1: 54,019 shares; 2025Q2: 55,245 shares; 2025Q3: 53,284 shares; 2025Q4: 57,299 shares; 2026Q1: 58,177 shares 58,177 $12.3M 0.03% +878 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,957 shares; 2024Q4: 78,603 shares; 2025Q1: 83,435 shares; 2025Q2: 92,132 shares; 2025Q3: 90,014 shares; 2025Q4: 90,248 shares; 2026Q1: 89,423 shares 89,423 $12.3M 0.03% -825 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 29,049 shares; 2025Q1: 27,726 shares; 2025Q2: 27,946 shares; 2025Q3: 28,087 shares; 2025Q4: 28,105 shares; 2026Q1: 29,225 shares 29,225 $12.2M 0.03% +1,120 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,884 shares; 2024Q4: 138,803 shares; 2025Q1: 161,769 shares; 2025Q2: 181,000 shares; 2025Q3: 163,459 shares; 2025Q4: 163,796 shares; 2026Q1: 117,993 shares 117,993 $12.1M 0.03% -45,803 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: 20,404 shares; 2024Q4: 42,191 shares; 2025Q1: 132,162 shares; 2025Q2: 148,901 shares; 2025Q3: 155,966 shares; 2025Q4: 158,090 shares; 2026Q1: 172,899 shares 172,899 $12M 0.03% +14,809 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 14,354 shares; 2025Q1: 17,442 shares; 2025Q2: 21,444 shares; 2025Q3: 21,840 shares; 2025Q4: 30,303 shares; 2026Q1: 25,204 shares 25,204 $11.9M 0.03% -5,099 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 52,011 shares; 2025Q1: 55,899 shares; 2025Q2: 59,831 shares; 2025Q3: 66,910 shares; 2025Q4: 66,974 shares; 2026Q1: 74,265 shares 74,265 $11.9M 0.03% +7,291 Timeline TLT 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: 79,397 shares; 2024Q4: 136,959 shares; 2025Q1: 92,171 shares; 2025Q2: 105,965 shares; 2025Q3: 76,126 shares; 2025Q4: 114,043 shares; 2026Q1: 136,718 shares 136,718 $11.9M 0.03% +22,675 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,113 shares; 2024Q4: 66,290 shares; 2025Q1: 60,153 shares; 2025Q2: 52,257 shares; 2025Q3: 52,167 shares; 2025Q4: 53,205 shares; 2026Q1: 56,877 shares 56,877 $11.8M 0.03% +3,672 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 11,706 shares; 2025Q1: 41,446 shares; 2025Q2: 72,778 shares; 2025Q3: 76,172 shares; 2025Q4: 94,385 shares; 2026Q1: 86,641 shares 86,641 $11.8M 0.03% -7,744 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: 88,621 shares; 2024Q4: 90,656 shares; 2025Q1: 90,571 shares; 2025Q2: 100,285 shares; 2025Q3: 111,097 shares; 2025Q4: 115,880 shares; 2026Q1: 125,559 shares 125,559 $11.7M 0.03% +9,679 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: 48,092 shares; 2024Q4: 55,778 shares; 2025Q1: 135,719 shares; 2025Q2: 179,286 shares; 2025Q3: 156,725 shares; 2025Q4: 168,983 shares; 2026Q1: 143,921 shares 143,921 $11.7M 0.03% -25,062 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: 311,091 shares; 2024Q4: 370,126 shares; 2025Q1: 452,222 shares; 2025Q2: 476,060 shares; 2025Q3: 460,086 shares; 2025Q4: 441,486 shares; 2026Q1: 447,305 shares 447,305 $11.7M 0.03% +5,819 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: 84,858 shares; 2024Q4: 138,035 shares; 2025Q1: 140,296 shares; 2025Q2: 115,655 shares; 2025Q3: 140,568 shares; 2025Q4: 138,963 shares; 2026Q1: 146,612 shares 146,612 $11.6M 0.03% +7,649 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,434 shares; 2024Q4: 149,156 shares; 2025Q1: 132,733 shares; 2025Q2: 200,093 shares; 2025Q3: 193,172 shares; 2025Q4: 216,727 shares; 2026Q1: 278,988 shares 278,988 $11.6M 0.03% +62,261 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,389 shares; 2024Q4: 75,912 shares; 2025Q1: 81,799 shares; 2025Q2: 87,200 shares; 2025Q3: 94,536 shares; 2025Q4: 98,358 shares; 2026Q1: 97,491 shares 97,491 $11.6M 0.03% -867 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: 237,487 shares; 2024Q4: 214,983 shares; 2025Q1: 187,611 shares; 2025Q2: 199,479 shares; 2025Q3: 197,448 shares; 2025Q4: 194,773 shares; 2026Q1: 192,794 shares 192,794 $11.6M 0.03% -1,979 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,532 shares; 2024Q4: 29,985 shares; 2025Q1: 33,340 shares; 2025Q2: 36,933 shares; 2025Q3: 38,186 shares; 2025Q4: 43,726 shares; 2026Q1: 41,272 shares 41,272 $11.5M 0.03% -2,454 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: 21,413 shares; 2024Q4: 23,828 shares; 2025Q1: 28,840 shares; 2025Q2: 33,527 shares; 2025Q3: 36,723 shares; 2025Q4: 40,501 shares; 2026Q1: 40,919 shares 40,919 $11.5M 0.03% +418 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: 108,700 shares; 2024Q4: 196,543 shares; 2025Q1: 232,856 shares; 2025Q2: 206,597 shares; 2025Q3: 231,471 shares; 2025Q4: 236,699 shares; 2026Q1: 300,722 shares 300,722 $11.5M 0.03% +64,023 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,872 shares; 2024Q4: 142,039 shares; 2025Q1: 166,438 shares; 2025Q2: 141,219 shares; 2025Q3: 125,716 shares; 2025Q4: 148,071 shares; 2026Q1: 194,880 shares 194,880 $11.5M 0.03% +46,809 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 19,726 shares; 2025Q1: 18,555 shares; 2025Q2: 21,627 shares; 2025Q3: 26,334 shares; 2025Q4: 32,087 shares; 2026Q1: 34,901 shares 34,901 $11.4M 0.03% +2,814 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,816 shares; 2024Q4: 90,833 shares; 2025Q1: 77,120 shares; 2025Q2: 126,504 shares; 2025Q3: 188,026 shares; 2025Q4: 216,823 shares; 2026Q1: 196,980 shares 196,980 $11.4M 0.02% -19,843 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,326 shares; 2024Q4: 72,545 shares; 2025Q1: 73,302 shares; 2025Q2: 57,489 shares; 2025Q3: 70,345 shares; 2025Q4: 76,047 shares; 2026Q1: 98,466 shares 98,466 $11.3M 0.02% +22,419 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,819 shares; 2024Q4: 230,391 shares; 2025Q1: 250,092 shares; 2025Q2: 204,139 shares; 2025Q3: 206,051 shares; 2025Q4: 210,666 shares; 2026Q1: 219,808 shares 219,808 $11.3M 0.02% +9,142 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: 87,430 shares; 2024Q4: 89,683 shares; 2025Q1: 94,533 shares; 2025Q2: 98,023 shares; 2025Q3: 96,465 shares; 2025Q4: 95,614 shares; 2026Q1: 95,511 shares 95,511 $11.2M 0.02% -103 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: 67,689 shares; 2024Q4: 67,836 shares; 2025Q1: 67,640 shares; 2025Q2: 66,671 shares; 2025Q3: 69,024 shares; 2025Q4: 66,005 shares; 2026Q1: 63,396 shares 63,396 $11.1M 0.02% -2,609 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,816 shares; 2024Q4: 547,088 shares; 2025Q1: 165,862 shares; 2025Q2: 554,701 shares; 2025Q3: 595,234 shares; 2025Q4: 781,227 shares; 2026Q1: 766,574 shares 766,574 $10.9M 0.02% -14,653 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,679 shares; 2024Q4: 54,248 shares; 2025Q1: 53,442 shares; 2025Q2: 61,064 shares; 2025Q3: 50,025 shares; 2025Q4: 65,007 shares; 2026Q1: 54,637 shares 54,637 $10.8M 0.02% -10,370 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,222 shares; 2024Q4: 30,214 shares; 2025Q1: 35,911 shares; 2025Q2: 37,383 shares; 2025Q3: 39,191 shares; 2025Q4: 38,222 shares; 2026Q1: 39,284 shares 39,284 $10.8M 0.02% +1,062 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: 34,305 shares; 2024Q4: 32,324 shares; 2025Q1: 60,601 shares; 2025Q2: 53,792 shares; 2025Q3: 76,576 shares; 2025Q4: 104,352 shares; 2026Q1: 114,197 shares 114,197 $10.8M 0.02% +9,845 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 14,963 shares; 2025Q1: 15,517 shares; 2025Q2: 36,125 shares; 2025Q3: 26,464 shares; 2025Q4: 28,459 shares; 2026Q1: 30,187 shares 30,187 $10.8M 0.02% +1,728 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,263 shares; 2024Q4: 38,653 shares; 2025Q1: 43,226 shares; 2025Q2: 42,502 shares; 2025Q3: 42,462 shares; 2025Q4: 44,345 shares; 2026Q1: 24,858 shares 24,858 $10.7M 0.02% -19,487 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 36,353 shares; 2025Q1: 48,351 shares; 2025Q2: 83,202 shares; 2025Q3: 98,676 shares; 2025Q4: 108,523 shares; 2026Q1: 109,066 shares 109,066 $10.7M 0.02% +543 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,576 shares; 2024Q4: 11,288 shares; 2025Q1: 11,048 shares; 2025Q2: 12,914 shares; 2025Q3: 16,687 shares; 2025Q4: 20,469 shares; 2026Q1: 24,583 shares 24,583 $10.7M 0.02% +4,114 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,431 shares; 2024Q4: 121,092 shares; 2025Q1: 114,479 shares; 2025Q2: 104,180 shares; 2025Q3: 111,036 shares; 2025Q4: 124,758 shares; 2026Q1: 143,589 shares 143,589 $10.7M 0.02% +18,831 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 19,303 shares; 2025Q1: 21,449 shares; 2025Q2: 25,144 shares; 2025Q3: 25,977 shares; 2025Q4: 27,237 shares; 2026Q1: 27,306 shares 27,306 $10.7M 0.02% +69 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,862 shares; 2024Q4: 21,422 shares; 2025Q1: 23,759 shares; 2025Q2: 25,007 shares; 2025Q3: 28,914 shares; 2025Q4: 31,918 shares; 2026Q1: 39,935 shares 39,935 $10.6M 0.02% +8,017 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,700 shares; 2024Q4: 138,838 shares; 2025Q1: 150,618 shares; 2025Q2: 142,499 shares; 2025Q3: 150,859 shares; 2025Q4: 153,177 shares; 2026Q1: 156,385 shares 156,385 $10.6M 0.02% +3,208 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: 61,939 shares; 2024Q4: 65,101 shares; 2025Q1: 69,991 shares; 2025Q2: 73,069 shares; 2025Q3: 73,462 shares; 2025Q4: 76,737 shares; 2026Q1: 70,132 shares 70,132 $10.5M 0.02% -6,605 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: 7,205 shares; 2024Q4: 6,118 shares; 2025Q1: 6,546 shares; 2025Q2: 7,014 shares; 2025Q3: 9,477 shares; 2025Q4: 16,915 shares; 2026Q1: 18,602 shares 18,602 $10.5M 0.02% +1,687 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,962 shares; 2024Q4: 285,674 shares; 2025Q1: 279,208 shares; 2025Q2: 199,705 shares; 2025Q3: 192,157 shares; 2025Q4: 188,755 shares; 2026Q1: 222,478 shares 222,478 $10.3M 0.02% +33,723 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: 51,813 shares; 2024Q4: 58,048 shares; 2025Q1: 65,591 shares; 2025Q2: 69,614 shares; 2025Q3: 70,571 shares; 2025Q4: 67,230 shares; 2026Q1: 67,684 shares 67,684 $10.2M 0.02% +454 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,947 shares; 2024Q4: 534,820 shares; 2025Q1: 669,604 shares; 2025Q2: 723,853 shares; 2025Q3: 760,725 shares; 2025Q4: 876,784 shares; 2026Q1: 880,661 shares 880,661 $10.2M 0.02% +3,877 Timeline MGV 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: 66,298 shares; 2024Q4: 72,547 shares; 2025Q1: 74,749 shares; 2025Q2: 60,986 shares; 2025Q3: 60,524 shares; 2025Q4: 64,314 shares; 2026Q1: 69,186 shares 69,186 $10M 0.02% +4,872 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: 22,639 shares; 2024Q4: 63,060 shares; 2025Q1: 76,789 shares; 2025Q2: 69,273 shares; 2025Q3: 67,751 shares; 2025Q4: 70,985 shares; 2026Q1: 91,123 shares 91,123 $10M 0.02% +20,138 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,802 shares; 2025Q1: 8,741 shares; 2025Q2: 8,932 shares; 2025Q3: 9,551 shares; 2025Q4: 8,932 shares; 2026Q1: 9,147 shares 9,147 $9.98M 0.02% +215 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,658 shares; 2024Q4: 36,513 shares; 2025Q1: 42,950 shares; 2025Q2: 39,668 shares; 2025Q3: 34,106 shares; 2025Q4: 39,703 shares; 2026Q1: 45,873 shares 45,873 $9.94M 0.02% +6,170 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: 6,042 shares; 2024Q4: 6,528 shares; 2025Q1: 6,786 shares; 2025Q2: 14,198 shares; 2025Q3: 19,888 shares; 2025Q4: 24,762 shares; 2026Q1: 43,014 shares 43,014 $9.93M 0.02% +18,252 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: 52,539 shares; 2024Q4: 56,914 shares; 2025Q1: 53,368 shares; 2025Q2: 50,821 shares; 2025Q3: 51,292 shares; 2025Q4: 52,886 shares; 2026Q1: 60,425 shares 60,425 $9.92M 0.02% +7,539 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: 13,314 shares; 2024Q4: 6,308 shares; 2025Q1: 13,708 shares; 2025Q2: 15,750 shares; 2025Q3: 35,042 shares; 2025Q4: 44,072 shares; 2026Q1: 33,855 shares 33,855 $9.91M 0.02% -10,217 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: 83,575 shares; 2024Q4: 84,308 shares; 2025Q1: 93,536 shares; 2025Q2: 192,192 shares; 2025Q3: 195,690 shares; 2025Q4: 191,382 shares; 2026Q1: 210,383 shares 210,383 $9.76M 0.02% +19,001 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: 77,883 shares; 2024Q4: 82,761 shares; 2025Q1: 93,009 shares; 2025Q2: 90,960 shares; 2025Q3: 78,733 shares; 2025Q4: 80,779 shares; 2026Q1: 99,168 shares 99,168 $9.69M 0.02% +18,389 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: 25,806 shares; 2024Q4: 30,140 shares; 2025Q1: 41,975 shares; 2025Q2: 131,200 shares; 2025Q3: 130,160 shares; 2025Q4: 131,956 shares; 2026Q1: 133,250 shares 133,250 $9.69M 0.02% +1,294 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: 104,246 shares; 2024Q4: 108,421 shares; 2025Q1: 146,585 shares; 2025Q2: 140,063 shares; 2025Q3: 140,346 shares; 2025Q4: 143,124 shares; 2026Q1: 145,501 shares 145,501 $9.67M 0.02% +2,377 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,338 shares; 2024Q4: 68,365 shares; 2025Q1: 75,865 shares; 2025Q2: 70,414 shares; 2025Q3: 73,599 shares; 2025Q4: 75,638 shares; 2026Q1: 66,550 shares 66,550 $9.67M 0.02% -9,088 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,110 shares; 2024Q4: 25,444 shares; 2025Q1: 23,442 shares; 2025Q2: 24,594 shares; 2025Q3: 25,830 shares; 2025Q4: 26,893 shares; 2026Q1: 28,005 shares 28,005 $9.61M 0.02% +1,112 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,739 shares; 2025Q1: 12,151 shares; 2025Q2: 12,343 shares; 2025Q3: 15,802 shares; 2025Q4: 15,335 shares; 2026Q1: 22,079 shares 22,079 $9.58M 0.02% +6,744 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: 19,106 shares; 2024Q4: 22,579 shares; 2025Q1: 25,303 shares; 2025Q2: 109,431 shares; 2025Q3: 124,957 shares; 2025Q4: 125,251 shares; 2026Q1: 142,343 shares 142,343 $9.55M 0.02% +17,092 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: 6,407 shares; 2024Q4: 5,911 shares; 2025Q1: 6,719 shares; 2025Q2: 5,928 shares; 2025Q3: 5,554 shares; 2025Q4: 7,673 shares; 2026Q1: 8,731 shares 8,731 $9.55M 0.02% +1,058 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 20,723 shares; 2025Q1: 46,511 shares; 2025Q2: 62,401 shares; 2025Q3: 65,286 shares; 2025Q4: 66,455 shares; 2026Q1: 72,718 shares 72,718 $9.52M 0.02% +6,263 Timeline BOTZ 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: 162,970 shares; 2024Q4: 170,184 shares; 2025Q1: 207,203 shares; 2025Q2: 214,543 shares; 2025Q3: 242,081 shares; 2025Q4: 259,746 shares; 2026Q1: 286,460 shares 286,460 $9.52M 0.02% +26,714 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: 25,821 shares; 2024Q4: 18,860 shares; 2025Q1: 7,542 shares; 2025Q2: 17,007 shares; 2025Q3: 18,810 shares; 2025Q4: 29,336 shares; 2026Q1: 32,078 shares 32,078 $9.51M 0.02% +2,742 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: 16,246 shares; 2024Q4: 16,776 shares; 2025Q1: 23,195 shares; 2025Q2: 66,790 shares; 2025Q3: 273,177 shares; 2025Q4: 326,941 shares; 2026Q1: 290,225 shares 290,225 $9.5M 0.02% -36,716 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: 47,926 shares; 2024Q4: 68,064 shares; 2025Q1: 82,984 shares; 2025Q2: 104,187 shares; 2025Q3: 86,028 shares; 2025Q4: 89,197 shares; 2026Q1: 117,670 shares 117,670 $9.48M 0.02% +28,473 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: 35,794 shares; 2024Q4: 41,457 shares; 2025Q1: 49,486 shares; 2025Q2: 54,450 shares; 2025Q3: 80,036 shares; 2025Q4: 90,676 shares; 2026Q1: 103,205 shares 103,205 $9.47M 0.02% +12,529 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 20,316 shares; 2025Q1: 24,087 shares; 2025Q2: 24,743 shares; 2025Q3: 27,072 shares; 2025Q4: 29,682 shares; 2026Q1: 30,833 shares 30,833 $9.38M 0.02% +1,151 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,209 shares; 2024Q4: 59,730 shares; 2025Q1: 65,722 shares; 2025Q2: 60,602 shares; 2025Q3: 59,230 shares; 2025Q4: 52,498 shares; 2026Q1: 53,954 shares 53,954 $9.36M 0.02% +1,456 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,261 shares; 2024Q4: 53,858 shares; 2025Q1: 58,503 shares; 2025Q2: 51,813 shares; 2025Q3: 40,844 shares; 2025Q4: 59,363 shares; 2026Q1: 48,908 shares 48,908 $9.27M 0.02% -10,455 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 41,896 shares; 2025Q1: 44,558 shares; 2025Q2: 46,716 shares; 2025Q3: 44,951 shares; 2025Q4: 46,446 shares; 2026Q1: 54,777 shares 54,777 $9.26M 0.02% +8,331 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: 129,815 shares; 2024Q4: 147,943 shares; 2025Q1: 156,989 shares; 2025Q2: 139,873 shares; 2025Q3: 143,325 shares; 2025Q4: 143,848 shares; 2026Q1: 150,437 shares 150,437 $9.18M 0.02% +6,589 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,835 shares; 2024Q4: 78,078 shares; 2025Q1: 116,070 shares; 2025Q2: 94,471 shares; 2025Q3: 75,673 shares; 2025Q4: 76,393 shares; 2026Q1: 101,879 shares 101,879 $9.13M 0.02% +25,486 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,627 shares; 2025Q1: 10,788 shares; 2025Q2: 11,493 shares; 2025Q3: 12,166 shares; 2025Q4: 12,712 shares; 2026Q1: 16,957 shares 16,957 $9.12M 0.02% +4,245 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: 45,081 shares; 2024Q4: 43,432 shares; 2025Q1: 47,328 shares; 2025Q2: 49,683 shares; 2025Q3: 50,960 shares; 2025Q4: 62,729 shares; 2026Q1: 69,348 shares 69,348 $9.09M 0.02% +6,619 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: 67,528 shares; 2024Q4: 76,171 shares; 2025Q1: 99,805 shares; 2025Q2: 98,757 shares; 2025Q3: 107,796 shares; 2025Q4: 100,722 shares; 2026Q1: 98,767 shares 98,767 $9.09M 0.02% -1,955 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: 5,419 shares; 2024Q4: 5,912 shares; 2025Q1: 6,531 shares; 2025Q2: 6,890 shares; 2025Q3: 6,299 shares; 2025Q4: 6,869 shares; 2026Q1: 7,750 shares 7,750 $8.98M 0.02% +881 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 22,771 shares; 2025Q1: 25,981 shares; 2025Q2: 26,502 shares; 2025Q3: 28,259 shares; 2025Q4: 29,631 shares; 2026Q1: 32,218 shares 32,218 $8.95M 0.02% +2,587 Timeline AVUV 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: 45,527 shares; 2024Q4: 46,942 shares; 2025Q1: 52,355 shares; 2025Q2: 64,346 shares; 2025Q3: 72,069 shares; 2025Q4: 72,066 shares; 2026Q1: 80,998 shares 80,998 $8.95M 0.02% +8,932 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: 31,986 shares; 2024Q4: 42,066 shares; 2025Q1: 51,420 shares; 2025Q2: 67,897 shares; 2025Q3: 67,247 shares; 2025Q4: 66,462 shares; 2026Q1: 70,207 shares 70,207 $8.89M 0.02% +3,745 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,617 shares; 2024Q4: 79,242 shares; 2025Q1: 84,705 shares; 2025Q2: 75,659 shares; 2025Q3: 82,700 shares; 2025Q4: 89,499 shares; 2026Q1: 98,131 shares 98,131 $8.87M 0.02% +8,632 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,746 shares; 2024Q4: 47,716 shares; 2025Q1: 45,421 shares; 2025Q2: 48,256 shares; 2025Q3: 48,220 shares; 2025Q4: 47,175 shares; 2026Q1: 48,979 shares 48,979 $8.83M 0.02% +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: 44,597 shares; 2024Q4: 57,747 shares; 2025Q1: 70,481 shares; 2025Q2: 71,527 shares; 2025Q3: 85,576 shares; 2025Q4: 92,415 shares; 2026Q1: 107,535 shares 107,535 $8.79M 0.02% +15,120 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: 2,578 shares; 2024Q4: 13,537 shares; 2025Q1: 18,303 shares; 2025Q2: 21,151 shares; 2025Q3: 23,472 shares; 2025Q4: 27,360 shares; 2026Q1: 27,919 shares 27,919 $8.78M 0.02% +559 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: 79,472 shares; 2024Q4: 90,008 shares; 2025Q1: 109,022 shares; 2025Q2: 121,186 shares; 2025Q3: 126,889 shares; 2025Q4: 124,860 shares; 2026Q1: 128,381 shares 128,381 $8.73M 0.02% +3,521 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: 15,005 shares; 2024Q4: 14,958 shares; 2025Q1: 15,446 shares; 2025Q2: 16,268 shares; 2025Q3: 23,371 shares; 2025Q4: 31,593 shares; 2026Q1: 45,443 shares 45,443 $8.62M 0.02% +13,850 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: 695,975 shares; 2024Q4: 693,127 shares; 2025Q1: 679,805 shares; 2025Q2: 403,870 shares; 2025Q3: 400,762 shares; 2025Q4: 405,496 shares; 2026Q1: 428,971 shares 428,971 $8.6M 0.02% +23,475 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,707 shares; 2024Q4: 691,502 shares; 2025Q1: 633,652 shares; 2025Q2: 665,432 shares; 2025Q3: 640,790 shares; 2025Q4: 339,329 shares; 2026Q1: 397,966 shares 397,966 $8.55M 0.02% +58,637 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: 38,534 shares; 2024Q4: 37,656 shares; 2025Q1: 39,131 shares; 2025Q2: 36,749 shares; 2025Q3: 40,046 shares; 2025Q4: 38,546 shares; 2026Q1: 40,815 shares 40,815 $8.46M 0.02% +2,269 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: 11,401 shares; 2024Q4: 11,599 shares; 2025Q1: 12,375 shares; 2025Q2: 12,270 shares; 2025Q3: 14,983 shares; 2025Q4: 19,252 shares; 2026Q1: 21,327 shares 21,327 $8.46M 0.02% +2,075 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: 6,935 shares; 2025Q1: 6,627 shares; 2025Q2: 44,135 shares; 2025Q3: 39,418 shares; 2025Q4: 67,697 shares; 2026Q1: 76,985 shares 76,985 $8.43M 0.02% +9,288 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: 2,546 shares; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,530 shares; 2025Q4: 2,612 shares; 2026Q1: 21,698 shares 21,698 $8.42M 0.02% +19,086 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,590 shares; 2024Q4: 15,883 shares; 2025Q1: 15,809 shares; 2025Q2: 22,931 shares; 2025Q3: 27,955 shares; 2025Q4: 26,925 shares; 2026Q1: 33,116 shares 33,116 $8.41M 0.02% +6,191 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: 39,279 shares; 2024Q4: 39,551 shares; 2025Q1: 38,933 shares; 2025Q2: 46,278 shares; 2025Q3: 44,220 shares; 2025Q4: 40,629 shares; 2026Q1: 40,588 shares 40,588 $8.39M 0.02% -41 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: 56,242 shares; 2024Q4: 66,249 shares; 2025Q1: 73,221 shares; 2025Q2: 75,683 shares; 2025Q3: 110,210 shares; 2025Q4: 151,766 shares; 2026Q1: 193,710 shares 193,710 $8.36M 0.02% +41,944 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,124 shares; 2024Q4: 80,092 shares; 2025Q1: 89,107 shares; 2025Q2: 112,587 shares; 2025Q3: 107,078 shares; 2025Q4: 95,842 shares; 2026Q1: 99,644 shares 99,644 $8.34M 0.02% +3,802 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,956 shares; 2024Q4: 300,708 shares; 2025Q1: 305,611 shares; 2025Q2: 248,080 shares; 2025Q3: 214,509 shares; 2025Q4: 150,459 shares; 2026Q1: 283,128 shares 283,128 $8.13M 0.02% +132,669 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 18,615 shares; 2025Q1: 22,708 shares; 2025Q2: 19,021 shares; 2025Q3: 19,041 shares; 2025Q4: 25,487 shares; 2026Q1: 87,924 shares 87,924 $8.1M 0.02% +62,437 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,545 shares; 2024Q4: 38,743 shares; 2025Q1: 51,043 shares; 2025Q2: 53,941 shares; 2025Q3: 51,365 shares; 2025Q4: 53,119 shares; 2026Q1: 50,935 shares 50,935 $8.01M 0.02% -2,184 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: 26,304 shares; 2024Q4: 29,082 shares; 2025Q1: 32,785 shares; 2025Q2: 33,278 shares; 2025Q3: 34,037 shares; 2025Q4: 31,908 shares; 2026Q1: 34,483 shares 34,483 $8M 0.02% +2,575 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: 10,466 shares; 2024Q4: 10,449 shares; 2025Q1: 10,930 shares; 2025Q2: 15,119 shares; 2025Q3: 9,159 shares; 2025Q4: 23,272 shares; 2026Q1: 29,403 shares 29,403 $7.96M 0.02% +6,131 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,643 shares; 2024Q4: 216,046 shares; 2025Q1: 236,302 shares; 2025Q2: 247,241 shares; 2025Q3: 197,542 shares; 2025Q4: 198,635 shares; 2026Q1: 202,478 shares 202,478 $7.89M 0.02% +3,843 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: 519,286 shares; 2024Q4: 569,812 shares; 2025Q1: 555,929 shares; 2025Q2: 625,920 shares; 2025Q3: 583,598 shares; 2025Q4: 531,322 shares; 2026Q1: 503,448 shares 503,448 $7.88M 0.02% -27,874 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: 26,227 shares; 2024Q4: 26,686 shares; 2025Q1: 26,396 shares; 2025Q2: 25,662 shares; 2025Q3: 28,985 shares; 2025Q4: 32,306 shares; 2026Q1: 36,632 shares 36,632 $7.85M 0.02% +4,326 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: 209,050 shares; 2024Q4: 206,829 shares; 2025Q1: 228,957 shares; 2025Q2: 247,184 shares; 2025Q3: 247,777 shares; 2025Q4: 261,778 shares; 2026Q1: 283,082 shares 283,082 $7.73M 0.02% +21,304 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: 21,983 shares; 2024Q4: 22,896 shares; 2025Q1: 24,662 shares; 2025Q2: 24,519 shares; 2025Q3: 30,927 shares; 2025Q4: 29,520 shares; 2026Q1: 24,095 shares 24,095 $7.72M 0.02% -5,425 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,938 shares; 2026Q1: 56,158 shares 56,158 $7.61M 0.02% +53,220 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: 41,479 shares; 2024Q4: 49,257 shares; 2025Q1: 79,291 shares; 2025Q2: 63,799 shares; 2025Q3: 68,629 shares; 2025Q4: 70,151 shares; 2026Q1: 76,173 shares 76,173 $7.54M 0.02% +6,022 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: 27,145 shares; 2025Q1: 25,134 shares; 2025Q2: 25,445 shares; 2025Q3: 26,979 shares; 2025Q4: 26,712 shares; 2026Q1: 29,985 shares 29,985 $7.49M 0.02% +3,273 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,975 shares; 2024Q4: 62,005 shares; 2025Q1: 86,005 shares; 2025Q2: 75,439 shares; 2025Q3: 86,543 shares; 2025Q4: 90,815 shares; 2026Q1: 86,263 shares 86,263 $7.47M 0.02% -4,552 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,393 shares; 2025Q1: 1,391 shares; 2025Q2: 1,636 shares; 2025Q3: 1,685 shares; 2025Q4: 1,672 shares; 2026Q1: 1,755 shares 1,755 $7.39M 0.02% +83 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,146 shares; 2024Q4: 65,804 shares; 2025Q1: 59,517 shares; 2025Q2: 65,140 shares; 2025Q3: 59,027 shares; 2025Q4: 47,254 shares; 2026Q1: 50,853 shares 50,853 $7.35M 0.02% +3,599 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,925 shares; 2024Q4: 32,939 shares; 2025Q1: 116,312 shares; 2025Q2: 87,356 shares; 2025Q3: 86,726 shares; 2025Q4: 94,325 shares; 2026Q1: 102,161 shares 102,161 $7.33M 0.02% +7,836 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,351 shares; 2024Q4: 53,319 shares; 2025Q1: 55,035 shares; 2025Q2: 53,624 shares; 2025Q3: 54,319 shares; 2025Q4: 63,105 shares; 2026Q1: 55,589 shares 55,589 $7.28M 0.02% -7,516 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: 183,885 shares; 2024Q4: 177,365 shares; 2025Q1: 171,535 shares; 2025Q2: 430,288 shares; 2025Q3: 269,569 shares; 2025Q4: 265,618 shares; 2026Q1: 322,124 shares 322,124 $7.24M 0.02% +56,506 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,315 shares; 2024Q4: 29,031 shares; 2025Q1: 31,253 shares; 2025Q2: 34,150 shares; 2025Q3: 31,626 shares; 2025Q4: 30,976 shares; 2026Q1: 33,203 shares 33,203 $7.21M 0.02% +2,227 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,368 shares; 2024Q4: 16,978 shares; 2025Q1: 20,284 shares; 2025Q2: 20,480 shares; 2025Q3: 23,057 shares; 2025Q4: 23,751 shares; 2026Q1: 24,689 shares 24,689 $7.2M 0.02% +938 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: 19,873 shares; 2024Q4: 19,773 shares; 2025Q1: 19,820 shares; 2025Q2: 19,017 shares; 2025Q3: 19,465 shares; 2025Q4: 19,276 shares; 2026Q1: 19,762 shares 19,762 $7.18M 0.02% +486 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,046 shares; 2024Q4: 62,775 shares; 2025Q1: 78,739 shares; 2025Q2: 88,747 shares; 2025Q3: 87,768 shares; 2025Q4: 98,746 shares; 2026Q1: 98,576 shares 98,576 $7.14M 0.02% -170 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,040 shares; 2024Q4: 72,396 shares; 2025Q1: 75,781 shares; 2025Q2: 75,981 shares; 2025Q3: 74,201 shares; 2025Q4: 67,439 shares; 2026Q1: 69,793 shares 69,793 $7.13M 0.02% +2,354 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: 55,500 shares; 2024Q4: 67,066 shares; 2025Q1: 65,098 shares; 2025Q2: 68,487 shares; 2025Q3: 62,258 shares; 2025Q4: 75,734 shares; 2026Q1: 89,961 shares 89,961 $7.11M 0.02% +14,227 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: 39,965 shares; 2024Q4: 37,626 shares; 2025Q1: 40,710 shares; 2025Q2: 41,790 shares; 2025Q3: 43,675 shares; 2025Q4: 43,079 shares; 2026Q1: 52,247 shares 52,247 $7.07M 0.02% +9,168 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: 8,718 shares; 2024Q4: 9,966 shares; 2025Q1: 11,141 shares; 2025Q2: 14,199 shares; 2025Q3: 14,551 shares; 2025Q4: 15,796 shares; 2026Q1: 24,718 shares 24,718 $6.98M 0.02% +8,922 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 8,929 shares; 2025Q1: 8,676 shares; 2025Q2: 11,255 shares; 2025Q3: 12,005 shares; 2025Q4: 12,996 shares; 2026Q1: 20,091 shares 20,091 $6.93M 0.02% +7,095 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: 50,116 shares; 2024Q4: 50,673 shares; 2025Q1: 50,530 shares; 2025Q2: 49,629 shares; 2025Q3: 49,238 shares; 2025Q4: 49,425 shares; 2026Q1: 48,982 shares 48,982 $6.91M 0.02% -443 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: 292,280 shares; 2024Q4: 297,376 shares; 2025Q1: 311,069 shares; 2025Q2: 288,635 shares; 2025Q3: 270,657 shares; 2025Q4: 167,133 shares; 2026Q1: 193,584 shares 193,584 $6.91M 0.02% +26,451 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,206 shares; 2024Q4: 30,192 shares; 2025Q1: 34,255 shares; 2025Q2: 38,830 shares; 2025Q3: 47,940 shares; 2025Q4: 54,356 shares; 2026Q1: 61,121 shares 61,121 $6.87M 0.02% +6,765 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: 54,420 shares; 2024Q4: 53,554 shares; 2025Q1: 52,891 shares; 2025Q2: 51,184 shares; 2025Q3: 50,609 shares; 2025Q4: 49,760 shares; 2026Q1: 49,715 shares 49,715 $6.85M 0.02% -45 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,472 shares; 2024Q4: 74,984 shares; 2025Q1: 65,540 shares; 2025Q2: 84,950 shares; 2025Q3: 78,274 shares; 2025Q4: 98,768 shares; 2026Q1: 135,765 shares 135,765 $6.83M 0.02% +36,997 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,466 shares; 2024Q4: 60,251 shares; 2025Q1: 64,782 shares; 2025Q2: 59,566 shares; 2025Q3: 63,386 shares; 2025Q4: 64,072 shares; 2026Q1: 62,212 shares 62,212 $6.83M 0.01% -1,860 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 9,192 shares; 2025Q1: 10,144 shares; 2025Q2: 15,998 shares; 2025Q3: 17,167 shares; 2025Q4: 18,099 shares; 2026Q1: 23,715 shares 23,715 $6.81M 0.01% +5,616 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: 8,952 shares; 2024Q4: 9,358 shares; 2025Q1: 8,117 shares; 2025Q2: 8,136 shares; 2025Q3: 8,229 shares; 2025Q4: 8,599 shares; 2026Q1: 9,292 shares 9,292 $6.77M 0.01% +693 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: 10,076 shares; 2024Q4: 13,805 shares; 2025Q1: 19,507 shares; 2025Q2: 21,804 shares; 2025Q3: 31,122 shares; 2025Q4: 35,165 shares; 2026Q1: 55,300 shares 55,300 $6.75M 0.01% +20,135 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: 29,133 shares; 2024Q4: 30,755 shares; 2025Q1: 60,525 shares; 2025Q2: 68,963 shares; 2025Q3: 72,662 shares; 2025Q4: 74,657 shares; 2026Q1: 74,187 shares 74,187 $6.75M 0.01% -470 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: 4,764 shares; 2024Q4: 5,334 shares; 2025Q1: 40,792 shares; 2025Q2: 52,538 shares; 2025Q3: 40,836 shares; 2025Q4: 43,282 shares; 2026Q1: 39,205 shares 39,205 $6.75M 0.01% -4,077 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: 29,268 shares; 2024Q4: 29,731 shares; 2025Q1: 32,031 shares; 2025Q2: 29,935 shares; 2025Q3: 33,285 shares; 2025Q4: 35,733 shares; 2026Q1: 32,082 shares 32,082 $6.71M 0.01% -3,651 Timeline IXN 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: 57,884 shares; 2024Q4: 62,863 shares; 2025Q1: 62,155 shares; 2025Q2: 60,299 shares; 2025Q3: 65,496 shares; 2025Q4: 68,859 shares; 2026Q1: 66,893 shares 66,893 $6.69M 0.01% -1,966 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: 33,229 shares; 2024Q4: 40,271 shares; 2025Q1: 41,027 shares; 2025Q2: 40,184 shares; 2025Q3: 46,355 shares; 2025Q4: 54,395 shares; 2026Q1: 61,780 shares 61,780 $6.67M 0.01% +7,385 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,211 shares; 2024Q4: 27,180 shares; 2025Q1: 27,228 shares; 2025Q2: 43,235 shares; 2025Q3: 26,148 shares; 2025Q4: 29,059 shares; 2026Q1: 34,022 shares 34,022 $6.65M 0.01% +4,963 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: 26,472 shares; 2024Q4: 25,973 shares; 2025Q1: 25,672 shares; 2025Q2: 26,946 shares; 2025Q3: 25,993 shares; 2025Q4: 23,535 shares; 2026Q1: 23,357 shares 23,357 $6.63M 0.01% -178 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: 51,260 shares; 2024Q4: 63,133 shares; 2025Q1: 66,913 shares; 2025Q2: 81,747 shares; 2025Q3: 92,113 shares; 2025Q4: 91,819 shares; 2026Q1: 92,589 shares 92,589 $6.6M 0.01% +770 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: 722 shares; 2026Q1: 9,357 shares 9,357 $6.58M 0.01% +8,635 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: 22,850 shares; 2024Q4: 25,955 shares; 2025Q1: 27,686 shares; 2025Q2: 27,394 shares; 2025Q3: 31,098 shares; 2025Q4: 30,712 shares; 2026Q1: 27,609 shares 27,609 $6.53M 0.01% -3,103 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: 24,390 shares; 2024Q4: 26,439 shares; 2025Q1: 27,447 shares; 2025Q2: 31,003 shares; 2025Q3: 35,264 shares; 2025Q4: 35,938 shares; 2026Q1: 31,423 shares 31,423 $6.48M 0.01% -4,515 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: 9,489 shares; 2024Q4: 7,348 shares; 2025Q1: 6,175 shares; 2025Q2: 4,615 shares; 2025Q3: 5,940 shares; 2025Q4: 8,142 shares; 2026Q1: 8,344 shares 8,344 $6.45M 0.01% +202 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,104 shares; 2024Q4: 11,748 shares; 2025Q1: 12,658 shares; 2025Q2: 14,062 shares; 2025Q3: 13,944 shares; 2025Q4: 15,466 shares; 2026Q1: 14,424 shares 14,424 $6.41M 0.01% -1,042 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,402 shares; 2024Q4: 29,866 shares; 2025Q1: 31,505 shares; 2025Q2: 32,177 shares; 2025Q3: 34,023 shares; 2025Q4: 32,367 shares; 2026Q1: 29,119 shares 29,119 $6.31M 0.01% -3,248 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: 2,916 shares; 2024Q4: 3,038 shares; 2025Q1: 2,878 shares; 2025Q2: 3,087 shares; 2025Q3: 25,166 shares; 2025Q4: 18,544 shares; 2026Q1: 39,695 shares 39,695 $6.29M 0.01% +21,151 Timeline DIV 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: 264,407 shares; 2024Q4: 271,373 shares; 2025Q1: 289,826 shares; 2025Q2: 304,537 shares; 2025Q3: 318,184 shares; 2025Q4: 339,053 shares; 2026Q1: 332,114 shares 332,114 $6.28M 0.01% -6,939 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: 25,449 shares; 2024Q4: 33,205 shares; 2025Q1: 47,402 shares; 2025Q2: 39,069 shares; 2025Q3: 43,973 shares; 2025Q4: 46,813 shares; 2026Q1: 56,326 shares 56,326 $6.28M 0.01% +9,513 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: 28,551 shares; 2024Q4: 33,136 shares; 2025Q1: 69,326 shares; 2025Q2: 62,862 shares; 2025Q3: 65,203 shares; 2025Q4: 65,617 shares; 2026Q1: 69,348 shares 69,348 $6.25M 0.01% +3,731 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,944 shares; 2024Q4: 21,761 shares; 2025Q1: 21,195 shares; 2025Q2: 24,613 shares; 2025Q3: 24,703 shares; 2025Q4: 27,463 shares; 2026Q1: 29,840 shares 29,840 $6.22M 0.01% +2,377 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,780 shares; 2024Q4: 114,118 shares; 2025Q1: 141,193 shares; 2025Q2: 148,095 shares; 2025Q3: 146,506 shares; 2025Q4: 126,284 shares; 2026Q1: 99,104 shares 99,104 $6.22M 0.01% -27,180 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: 27,149 shares; 2024Q4: 33,946 shares; 2025Q1: 39,508 shares; 2025Q2: 34,834 shares; 2025Q3: 35,952 shares; 2025Q4: 37,410 shares; 2026Q1: 39,744 shares 39,744 $6.18M 0.01% +2,334 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: 56,638 shares; 2024Q4: 57,884 shares; 2025Q1: 63,699 shares; 2025Q2: 64,599 shares; 2025Q3: 55,185 shares; 2025Q4: 63,177 shares; 2026Q1: 68,407 shares 68,407 $6.16M 0.01% +5,230 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: 21,533 shares; 2024Q4: 24,237 shares; 2025Q1: 22,295 shares; 2025Q2: 22,642 shares; 2025Q3: 24,699 shares; 2025Q4: 28,247 shares; 2026Q1: 30,178 shares 30,178 $6.15M 0.01% +1,931 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,474 shares; 2025Q1: 1,469 shares; 2025Q2: 1,518 shares; 2025Q3: 1,549 shares; 2025Q4: 1,604 shares; 2026Q1: 1,820 shares 1,820 $6.15M 0.01% +216 Timeline EAGG 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: 227,208 shares; 2024Q4: 139,418 shares; 2025Q1: 122,535 shares; 2025Q2: 119,007 shares; 2025Q3: 117,702 shares; 2025Q4: 129,198 shares; 2026Q1: 129,040 shares 129,040 $6.14M 0.01% -158 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: 18,842 shares; 2024Q4: 25,292 shares; 2025Q1: 54,233 shares; 2025Q2: 162,853 shares; 2025Q3: 140,845 shares; 2025Q4: 306,713 shares; 2026Q1: 354,075 shares 354,075 $6.1M 0.01% +47,362 Timeline VBK 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: 15,589 shares; 2024Q4: 18,062 shares; 2025Q1: 20,820 shares; 2025Q2: 18,341 shares; 2025Q3: 18,708 shares; 2025Q4: 18,859 shares; 2026Q1: 20,126 shares 20,126 $6.08M 0.01% +1,267 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: 40,687 shares; 2024Q4: 44,850 shares; 2025Q1: 49,925 shares; 2025Q2: 51,429 shares; 2025Q3: 53,494 shares; 2025Q4: 55,188 shares; 2026Q1: 56,841 shares 56,841 $6.07M 0.01% +1,653 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: 1,899 shares; 2024Q4: 17,516 shares; 2025Q1: 19,230 shares; 2025Q2: 19,891 shares; 2025Q3: 14,654 shares; 2025Q4: 19,256 shares; 2026Q1: 24,187 shares 24,187 $6.06M 0.01% +4,931 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,860 shares; 2024Q4: 67,143 shares; 2025Q1: 64,979 shares; 2025Q2: 109,210 shares; 2025Q3: 109,711 shares; 2025Q4: 128,173 shares; 2026Q1: 147,492 shares 147,492 $6.05M 0.01% +19,319 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,398 shares; 2024Q4: 17,100 shares; 2025Q1: 22,182 shares; 2025Q2: 27,476 shares; 2025Q3: 24,978 shares; 2025Q4: 26,952 shares; 2026Q1: 31,185 shares 31,185 $5.99M 0.01% +4,233 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: 63,033 shares; 2024Q4: 61,029 shares; 2025Q1: 18,397 shares; 2025Q2: 33,153 shares; 2025Q3: 43,294 shares; 2025Q4: 54,261 shares; 2026Q1: 81,733 shares 81,733 $5.98M 0.01% +27,472 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: 46,824 shares; 2024Q4: 48,070 shares; 2025Q1: 50,891 shares; 2025Q2: 69,246 shares; 2025Q3: 68,801 shares; 2025Q4: 70,767 shares; 2026Q1: 71,674 shares 71,674 $5.86M 0.01% +907 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: 6,536 shares; 2024Q4: 13,568 shares; 2025Q1: 15,993 shares; 2025Q2: 66,408 shares; 2025Q3: 65,833 shares; 2025Q4: 67,141 shares; 2026Q1: 81,242 shares 81,242 $5.83M 0.01% +14,101 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,778 shares; 2025Q3: 37,506 shares; 2025Q4: 45,639 shares; 2026Q1: 66,081 shares 66,081 $5.83M 0.01% +20,442 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: 223,564 shares; 2024Q4: 230,505 shares; 2025Q1: 236,929 shares; 2025Q2: 210,212 shares; 2025Q3: 161,997 shares; 2025Q4: 163,065 shares; 2026Q1: 165,091 shares 165,091 $5.8M 0.01% +2,026 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,253 shares; 2024Q4: 13,783 shares; 2025Q1: 12,869 shares; 2025Q2: 12,027 shares; 2025Q3: 17,840 shares; 2025Q4: 17,271 shares; 2026Q1: 19,493 shares 19,493 $5.67M 0.01% +2,222 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,921 shares; 2024Q4: 123,225 shares; 2025Q1: 133,773 shares; 2025Q2: 101,003 shares; 2025Q3: 124,702 shares; 2025Q4: 87,080 shares; 2026Q1: 88,289 shares 88,289 $5.66M 0.01% +1,209 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: 73,028 shares; 2024Q4: 76,202 shares; 2025Q1: 98,894 shares; 2025Q2: 100,703 shares; 2025Q3: 87,362 shares; 2025Q4: 84,959 shares; 2026Q1: 83,181 shares 83,181 $5.65M 0.01% -1,778 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: 7,325 shares; 2024Q4: 8,478 shares; 2025Q1: 28,722 shares; 2025Q2: 54,926 shares; 2025Q3: 66,348 shares; 2025Q4: 66,090 shares; 2026Q1: 68,393 shares 68,393 $5.64M 0.01% +2,303 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: 87,733 shares; 2024Q4: 86,282 shares; 2025Q1: 83,544 shares; 2025Q2: 81,893 shares; 2025Q3: 80,043 shares; 2025Q4: 78,814 shares; 2026Q1: 77,134 shares 77,134 $5.63M 0.01% -1,680 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: 67,449 shares; 2024Q4: 71,031 shares; 2025Q1: 75,219 shares; 2025Q2: 76,073 shares; 2025Q3: 71,478 shares; 2025Q4: 74,735 shares; 2026Q1: 74,040 shares 74,040 $5.57M 0.01% -695 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,353 shares; 2024Q4: 34,289 shares; 2025Q1: 42,888 shares; 2025Q2: 30,061 shares; 2025Q3: 29,635 shares; 2025Q4: 32,187 shares; 2026Q1: 32,870 shares 32,870 $5.56M 0.01% +683 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,601 shares; 2025Q1: 15,958 shares; 2025Q2: 17,413 shares; 2025Q3: 16,769 shares; 2025Q4: 16,106 shares; 2026Q1: 19,074 shares 19,074 $5.54M 0.01% +2,968 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,547 shares; 2025Q1: 10,433 shares; 2025Q2: 10,995 shares; 2025Q3: 10,942 shares; 2025Q4: 10,886 shares; 2026Q1: 11,141 shares 11,141 $5.47M 0.01% +255 Timeline MCHI 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: 55,423 shares; 2024Q4: 47,935 shares; 2025Q1: 86,074 shares; 2025Q2: 80,479 shares; 2025Q3: 94,394 shares; 2025Q4: 92,082 shares; 2026Q1: 97,184 shares 97,184 $5.46M 0.01% +5,102 Timeline VCSH 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: 7,671 shares; 2024Q4: 36,609 shares; 2025Q1: 38,492 shares; 2025Q2: 55,534 shares; 2025Q3: 61,577 shares; 2025Q4: 73,490 shares; 2026Q1: 67,696 shares 67,696 $5.37M 0.01% -5,794 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: 35,800 shares; 2024Q4: 12,002 shares; 2025Q1: 20,165 shares; 2025Q2: 88,755 shares; 2025Q3: 87,452 shares; 2025Q4: 82,846 shares; 2026Q1: 83,048 shares 83,048 $5.37M 0.01% +202 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: 53,477 shares; 2024Q4: 62,648 shares; 2025Q1: 53,879 shares; 2025Q2: 51,057 shares; 2025Q3: 68,644 shares; 2025Q4: 85,292 shares; 2026Q1: 110,624 shares 110,624 $5.36M 0.01% +25,332 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,275 shares; 2025Q1: 4,191 shares; 2025Q2: 4,258 shares; 2025Q3: 4,936 shares; 2025Q4: 4,398 shares; 2026Q1: 5,460 shares 5,460 $5.35M 0.01% +1,062 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: 29,821 shares; 2024Q4: 32,245 shares; 2025Q1: 43,324 shares; 2025Q2: 90,253 shares; 2025Q3: 86,127 shares; 2025Q4: 83,875 shares; 2026Q1: 110,492 shares 110,492 $5.31M 0.01% +26,617 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: 24,276 shares; 2024Q4: 94,092 shares; 2025Q1: 109,129 shares; 2025Q2: 111,617 shares; 2025Q3: 94,391 shares; 2025Q4: 94,052 shares; 2026Q1: 113,599 shares 113,599 $5.3M 0.01% +19,547 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 35,317 shares; 2025Q1: 50,095 shares; 2025Q2: 52,791 shares; 2025Q3: 59,360 shares; 2025Q4: 65,437 shares; 2026Q1: 55,197 shares 55,197 $5.3M 0.01% -10,240 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: 37,414 shares; 2024Q4: 41,148 shares; 2025Q1: 42,944 shares; 2025Q2: 45,998 shares; 2025Q3: 49,569 shares; 2025Q4: 52,777 shares; 2026Q1: 67,114 shares 67,114 $5.28M 0.01% +14,337 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: 84,174 shares; 2024Q4: 88,563 shares; 2025Q1: 95,259 shares; 2025Q2: 90,607 shares; 2025Q3: 86,228 shares; 2025Q4: 82,289 shares; 2026Q1: 92,742 shares 92,742 $5.22M 0.01% +10,453 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 15,203 shares; 2025Q1: 14,352 shares; 2025Q2: 12,511 shares; 2025Q3: 11,491 shares; 2025Q4: 11,017 shares; 2026Q1: 16,043 shares 16,043 $5.22M 0.01% +5,026 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 12,820 shares; 2025Q1: 16,756 shares; 2025Q2: 15,954 shares; 2025Q3: 25,566 shares; 2025Q4: 29,883 shares; 2026Q1: 63,123 shares 63,123 $5.22M 0.01% +33,240 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,455 shares; 2024Q4: 178,296 shares; 2025Q1: 178,356 shares; 2025Q2: 167,309 shares; 2025Q3: 168,109 shares; 2025Q4: 163,127 shares; 2026Q1: 156,560 shares 156,560 $5.2M 0.01% -6,567 Timeline SCHA 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: 63,298 shares; 2024Q4: 140,935 shares; 2025Q1: 170,010 shares; 2025Q2: 152,013 shares; 2025Q3: 177,210 shares; 2025Q4: 171,185 shares; 2026Q1: 177,425 shares 177,425 $5.16M 0.01% +6,240 Timeline XLU 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: 20,934 shares; 2024Q4: 23,549 shares; 2025Q1: 25,378 shares; 2025Q2: 28,010 shares; 2025Q3: 30,821 shares; 2025Q4: 79,622 shares; 2026Q1: 111,743 shares 111,743 $5.13M 0.01% +32,121 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: 10,286 shares; 2024Q4: 16,297 shares; 2025Q1: 15,360 shares; 2025Q2: 11,670 shares; 2025Q3: 13,793 shares; 2025Q4: 15,883 shares; 2026Q1: 23,392 shares 23,392 $5.12M 0.01% +7,509 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 21,217 shares; 2025Q1: 21,893 shares; 2025Q2: 27,974 shares; 2025Q3: 38,288 shares; 2025Q4: 46,161 shares; 2026Q1: 59,666 shares 59,666 $5.07M 0.01% +13,505 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 12,655 shares; 2025Q1: 14,841 shares; 2025Q2: 12,159 shares; 2025Q3: 13,383 shares; 2025Q4: 14,410 shares; 2026Q1: 15,672 shares 15,672 $5.06M 0.01% +1,262 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,627 shares; 2024Q4: 37,514 shares; 2025Q1: 37,960 shares; 2025Q2: 39,734 shares; 2025Q3: 81,514 shares; 2025Q4: 97,569 shares; 2026Q1: 91,396 shares 91,396 $5.05M 0.01% -6,173 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: 21,036 shares; 2024Q4: 25,667 shares; 2025Q1: 33,923 shares; 2025Q2: 29,722 shares; 2025Q3: 26,875 shares; 2025Q4: 27,856 shares; 2026Q1: 27,921 shares 27,921 $5.03M 0.01% +65 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 15,852 shares; 2025Q1: 22,833 shares; 2025Q2: 29,267 shares; 2025Q3: 30,507 shares; 2025Q4: 47,661 shares; 2026Q1: 18,800 shares 18,800 $5.01M 0.01% -28,861 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,889 shares; 2024Q4: 32,984 shares; 2025Q1: 39,737 shares; 2025Q2: 50,640 shares; 2025Q3: 53,557 shares; 2025Q4: 61,463 shares; 2026Q1: 60,362 shares 60,362 $5M 0.01% -1,101 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: 20,377 shares; 2024Q4: 19,423 shares; 2025Q1: 24,213 shares; 2025Q2: 24,123 shares; 2025Q3: 37,220 shares; 2025Q4: 15,194 shares; 2026Q1: 42,240 shares 42,240 $4.99M 0.01% +27,046 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 43,835 shares; 2025Q1: 100,158 shares; 2025Q2: 106,850 shares; 2025Q3: 135,197 shares; 2025Q4: 158,283 shares; 2026Q1: 171,043 shares 171,043 $4.98M 0.01% +12,760 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: 17,900 shares; 2024Q4: 19,287 shares; 2025Q1: 20,868 shares; 2025Q2: 23,340 shares; 2025Q3: 25,836 shares; 2025Q4: 27,415 shares; 2026Q1: 33,392 shares 33,392 $4.88M 0.01% +5,977 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: 24,389 shares; 2024Q4: 23,480 shares; 2025Q1: 23,281 shares; 2025Q2: 23,450 shares; 2025Q3: 23,930 shares; 2025Q4: 23,300 shares; 2026Q1: 24,884 shares 24,884 $4.88M 0.01% +1,584 Timeline XLV 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: 27,362 shares; 2024Q4: 24,410 shares; 2025Q1: 28,475 shares; 2025Q2: 27,696 shares; 2025Q3: 29,514 shares; 2025Q4: 33,416 shares; 2026Q1: 33,181 shares 33,181 $4.86M 0.01% -235 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: 1,682 shares; 2024Q4: 1,981 shares; 2025Q1: 2,625 shares; 2025Q2: 4,466 shares; 2025Q3: 4,639 shares; 2025Q4: 5,064 shares; 2026Q1: 9,222 shares 9,222 $4.82M 0.01% +4,158 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,221 shares; 2024Q4: 332,210 shares; 2025Q1: 358,879 shares; 2025Q2: 358,485 shares; 2025Q3: 326,245 shares; 2025Q4: 305,103 shares; 2026Q1: 319,857 shares 319,857 $4.81M 0.01% +14,754 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,450 shares; 2024Q4: 88,069 shares; 2025Q1: 93,125 shares; 2025Q2: 92,952 shares; 2025Q3: 93,570 shares; 2025Q4: 96,668 shares; 2026Q1: 89,231 shares 89,231 $4.77M 0.01% -7,437 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,923 shares; 2025Q1: 17,871 shares; 2025Q2: 17,109 shares; 2025Q3: 19,989 shares; 2025Q4: 23,092 shares; 2026Q1: 43,582 shares 43,582 $4.75M 0.01% +20,490 Timeline ICLN 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: 327,412 shares; 2024Q4: 266,458 shares; 2025Q1: 394,880 shares; 2025Q2: 247,449 shares; 2025Q3: 246,701 shares; 2025Q4: 250,137 shares; 2026Q1: 258,168 shares 258,168 $4.72M 0.01% +8,031 Timeline BSV 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: 39,065 shares; 2024Q4: 37,609 shares; 2025Q1: 37,713 shares; 2025Q2: 35,093 shares; 2025Q3: 40,874 shares; 2025Q4: 58,606 shares; 2026Q1: 59,986 shares 59,986 $4.7M 0.01% +1,380 Timeline IGSB 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: 39,419 shares; 2025Q1: 64,994 shares; 2025Q2: 67,453 shares; 2025Q3: 71,422 shares; 2025Q4: 74,325 shares; 2026Q1: 89,439 shares 89,439 $4.7M 0.01% +15,114 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: 831,453 shares; 2024Q4: 605,152 shares; 2025Q1: 565,947 shares; 2025Q2: 440,364 shares; 2025Q3: 298,552 shares; 2025Q4: 288,195 shares; 2026Q1: 272,314 shares 272,314 $4.65M 0.01% -15,881 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: 47,327 shares; 2024Q4: 52,675 shares; 2025Q1: 48,895 shares; 2025Q2: 44,931 shares; 2025Q3: 53,996 shares; 2025Q4: 59,502 shares; 2026Q1: 77,223 shares 77,223 $4.65M 0.01% +17,721 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: 10,651 shares; 2024Q4: 11,250 shares; 2025Q1: 45,083 shares; 2025Q2: 79,640 shares; 2025Q3: 60,680 shares; 2025Q4: 60,910 shares; 2026Q1: 61,471 shares 61,471 $4.65M 0.01% +561 Timeline VGIT 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: 36,129 shares; 2024Q4: 28,067 shares; 2025Q1: 33,230 shares; 2025Q2: 47,844 shares; 2025Q3: 56,928 shares; 2025Q4: 81,342 shares; 2026Q1: 77,699 shares 77,699 $4.63M 0.01% -3,643 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,669 shares; 2024Q4: 73,442 shares; 2025Q1: 33,263 shares; 2025Q2: 61,706 shares; 2025Q3: 62,683 shares; 2025Q4: 71,827 shares; 2026Q1: 82,675 shares 82,675 $4.56M 0.01% +10,848 Timeline PICK 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: 37,715 shares; 2024Q4: 42,768 shares; 2025Q1: 41,072 shares; 2025Q2: 43,404 shares; 2025Q3: 42,461 shares; 2025Q4: 49,836 shares; 2026Q1: 80,134 shares 80,134 $4.53M 0.01% +30,298 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: not reported; 2025Q2: not reported; 2025Q3: 3,348 shares; 2025Q4: 2,858 shares; 2026Q1: 19,020 shares 19,020 $4.53M 0.01% +16,162 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,968 shares; 2024Q4: 32,739 shares; 2025Q1: 31,425 shares; 2025Q2: 30,506 shares; 2025Q3: 30,474 shares; 2025Q4: 30,738 shares; 2026Q1: 55,278 shares 55,278 $4.47M 0.01% +24,540 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: 11,239 shares; 2024Q4: 12,007 shares; 2025Q1: 14,409 shares; 2025Q2: 14,749 shares; 2025Q3: 17,800 shares; 2025Q4: 17,226 shares; 2026Q1: 18,513 shares 18,513 $4.43M 0.01% +1,287 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 5,736 shares; 2025Q4: 9,248 shares; 2026Q1: 10,824 shares 10,824 $4.41M 0.01% +1,576 Timeline AVDV 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: 26,527 shares; 2024Q4: 28,421 shares; 2025Q1: 27,597 shares; 2025Q2: 30,433 shares; 2025Q3: 32,917 shares; 2025Q4: 36,887 shares; 2026Q1: 43,973 shares 43,973 $4.39M 0.01% +7,086 Timeline VTWO 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: 32,852 shares; 2024Q4: 38,834 shares; 2025Q1: 33,377 shares; 2025Q2: 37,495 shares; 2025Q3: 37,410 shares; 2025Q4: 40,954 shares; 2026Q1: 43,457 shares 43,457 $4.35M 0.01% +2,503 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,942 shares; 2024Q4: 52,988 shares; 2025Q1: 51,956 shares; 2025Q2: 97,902 shares; 2025Q3: 94,197 shares; 2025Q4: 94,182 shares; 2026Q1: 137,173 shares 137,173 $4.34M 0.01% +42,991 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: 41,287 shares; 2024Q4: 48,602 shares; 2025Q1: 24,243 shares; 2025Q2: 31,860 shares; 2025Q3: 34,837 shares; 2025Q4: 37,422 shares; 2026Q1: 44,591 shares 44,591 $4.33M 0.01% +7,169 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,978 shares; 2024Q4: 83,818 shares; 2025Q1: 89,598 shares; 2025Q2: 90,754 shares; 2025Q3: 81,704 shares; 2025Q4: 80,879 shares; 2026Q1: 61,147 shares 61,147 $4.32M 0.01% -19,732 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: 106,014 shares; 2024Q4: 104,333 shares; 2025Q1: 104,246 shares; 2025Q2: 104,858 shares; 2025Q3: 103,136 shares; 2025Q4: 102,477 shares; 2026Q1: 101,392 shares 101,392 $4.3M 0.01% -1,085 Timeline XOP 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: 15,037 shares; 2024Q4: 17,529 shares; 2025Q1: 16,846 shares; 2025Q2: 16,544 shares; 2025Q3: 15,505 shares; 2025Q4: 15,716 shares; 2026Q1: 23,665 shares 23,665 $4.3M 0.01% +7,949 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 16,801 shares; 2025Q1: 17,916 shares; 2025Q2: 18,189 shares; 2025Q3: 47,958 shares; 2025Q4: 67,446 shares; 2026Q1: 79,780 shares 79,780 $4.3M 0.01% +12,334 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,585 shares; 2024Q4: 19,782 shares; 2025Q1: 18,532 shares; 2025Q2: 21,665 shares; 2025Q3: 23,502 shares; 2025Q4: 25,470 shares; 2026Q1: 28,173 shares 28,173 $4.27M 0.01% +2,703 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,967 shares; 2025Q1: 6,996 shares; 2025Q2: 7,284 shares; 2025Q3: 7,282 shares; 2025Q4: 8,099 shares; 2026Q1: 9,199 shares 9,199 $4.26M 0.01% +1,100 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: 125,605 shares; 2024Q4: 139,605 shares; 2025Q1: 125,799 shares; 2025Q2: 124,707 shares; 2025Q3: 126,435 shares; 2025Q4: 137,778 shares; 2026Q1: 132,813 shares 132,813 $4.25M 0.01% -4,965 Timeline PCY 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: 307,696 shares; 2024Q4: 931,690 shares; 2025Q1: 701,155 shares; 2025Q2: 370,355 shares; 2025Q3: 357,720 shares; 2025Q4: 215,862 shares; 2026Q1: 203,385 shares 203,385 $4.25M 0.01% -12,477 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,383 shares; 2024Q4: 50,289 shares; 2025Q1: 57,259 shares; 2025Q2: 55,614 shares; 2025Q3: 53,558 shares; 2025Q4: 35,697 shares; 2026Q1: 33,780 shares 33,780 $4.22M 0.01% -1,917 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: 27,053 shares; 2024Q4: 29,502 shares; 2025Q1: 28,171 shares; 2025Q2: 23,657 shares; 2025Q3: 42,275 shares; 2025Q4: 63,737 shares; 2026Q1: 70,632 shares 70,632 $4.18M 0.01% +6,895 Timeline SLVP 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: 57,593 shares; 2024Q4: 51,135 shares; 2025Q1: 76,179 shares; 2025Q2: 90,529 shares; 2025Q3: 101,614 shares; 2025Q4: 98,073 shares; 2026Q1: 117,545 shares 117,545 $4.17M 0.01% +19,472 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,005 shares; 2024Q4: 46,337 shares; 2025Q1: 55,558 shares; 2025Q2: 80,896 shares; 2025Q3: 98,577 shares; 2025Q4: 145,033 shares; 2026Q1: 214,536 shares 214,536 $4.12M 0.01% +69,503 Timeline QYLD 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: 179,932 shares; 2024Q4: 170,060 shares; 2025Q1: 186,789 shares; 2025Q2: 202,293 shares; 2025Q3: 193,898 shares; 2025Q4: 205,584 shares; 2026Q1: 239,939 shares 239,939 $4.11M 0.01% +34,355 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,653 shares; 2024Q4: 191,429 shares; 2025Q1: 136,992 shares; 2025Q2: 128,492 shares; 2025Q3: 206,685 shares; 2025Q4: 188,862 shares; 2026Q1: 156,228 shares 156,228 $4.11M 0.01% -32,634 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: 7,403 shares; 2024Q4: 8,204 shares; 2025Q1: 8,268 shares; 2025Q2: 11,305 shares; 2025Q3: 23,679 shares; 2025Q4: 31,393 shares; 2026Q1: 46,330 shares 46,330 $4.1M 0.01% +14,937 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: 12,521 shares; 2024Q4: 26,160 shares; 2025Q1: 16,836 shares; 2025Q2: 23,172 shares; 2025Q3: 24,702 shares; 2025Q4: 29,278 shares; 2026Q1: 30,066 shares 30,066 $4.07M 0.01% +788 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,734 shares; 2024Q4: 31,408 shares; 2025Q1: 37,936 shares; 2025Q2: 26,504 shares; 2025Q3: 27,136 shares; 2025Q4: 32,317 shares; 2026Q1: 107,577 shares 107,577 $4.04M 0.01% +75,260 Timeline IAGG 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: 13,615 shares; 2024Q4: 16,442 shares; 2025Q1: 18,654 shares; 2025Q2: 45,309 shares; 2025Q3: 63,206 shares; 2025Q4: 93,926 shares; 2026Q1: 80,484 shares 80,484 $4.03M 0.01% -13,442 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: 10,328 shares; 2024Q4: 11,852 shares; 2025Q1: 10,386 shares; 2025Q2: 12,217 shares; 2025Q3: 13,312 shares; 2025Q4: 14,149 shares; 2026Q1: 14,748 shares 14,748 $4.02M 0.01% +599 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 11,099 shares; 2025Q1: 12,384 shares; 2025Q2: 12,435 shares; 2025Q3: 14,839 shares; 2025Q4: 14,526 shares; 2026Q1: 13,939 shares 13,939 $4M 0.01% -587 Timeline GOVT 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: 63,186 shares; 2024Q4: 89,370 shares; 2025Q1: 104,223 shares; 2025Q2: 149,981 shares; 2025Q3: 156,028 shares; 2025Q4: 162,193 shares; 2026Q1: 171,629 shares 171,629 $3.93M 0.01% +9,436 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: 57,765 shares; 2024Q4: 67,943 shares; 2025Q1: 73,694 shares; 2025Q2: 84,071 shares; 2025Q3: 84,240 shares; 2025Q4: 66,246 shares; 2026Q1: 86,907 shares 86,907 $3.93M 0.01% +20,661 Timeline IXC 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: 32,592 shares; 2024Q4: 32,601 shares; 2025Q1: 37,032 shares; 2025Q2: 30,400 shares; 2025Q3: 35,862 shares; 2025Q4: 45,981 shares; 2026Q1: 67,900 shares 67,900 $3.91M 0.01% +21,919 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: 14,055 shares; 2024Q4: 17,826 shares; 2025Q1: 16,732 shares; 2025Q2: 13,915 shares; 2025Q3: 13,960 shares; 2025Q4: 16,533 shares; 2026Q1: 20,476 shares 20,476 $3.88M 0.01% +3,943 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 11,278 shares; 2025Q1: 13,099 shares; 2025Q2: 12,920 shares; 2025Q3: 11,332 shares; 2025Q4: 13,137 shares; 2026Q1: 10,949 shares 10,949 $3.87M 0.01% -2,188 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: 20,764 shares; 2024Q4: 20,161 shares; 2025Q1: 21,609 shares; 2025Q2: 41,619 shares; 2025Q3: 25,656 shares; 2025Q4: 26,995 shares; 2026Q1: 27,034 shares 27,034 $3.87M 0.01% +39 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,861 shares; 2025Q1: 6,207 shares; 2025Q2: 6,848 shares; 2025Q3: 7,357 shares; 2025Q4: 6,864 shares; 2026Q1: 7,179 shares 7,179 $3.87M 0.01% +315 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,245 shares; 2024Q4: 54,263 shares; 2025Q1: 59,192 shares; 2025Q2: 60,436 shares; 2025Q3: 69,654 shares; 2025Q4: 72,469 shares; 2026Q1: 58,180 shares 58,180 $3.84M 0.01% -14,289 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: 8,296 shares; 2024Q4: 12,620 shares; 2025Q1: 8,721 shares; 2025Q2: 12,084 shares; 2025Q3: 13,420 shares; 2025Q4: 18,254 shares; 2026Q1: 11,587 shares 11,587 $3.83M 0.01% -6,667 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: 9,724 shares; 2024Q4: 10,085 shares; 2025Q1: 11,211 shares; 2025Q2: 12,350 shares; 2025Q3: 13,145 shares; 2025Q4: 13,806 shares; 2026Q1: 14,064 shares 14,064 $3.83M 0.01% +258 Timeline DSI 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: 20,760 shares; 2024Q4: 25,686 shares; 2025Q1: 20,511 shares; 2025Q2: 20,423 shares; 2025Q3: 31,817 shares; 2025Q4: 26,502 shares; 2026Q1: 31,548 shares 31,548 $3.82M 0.01% +5,046 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: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 2,766 shares 2,766 $3.81M 0.01% +2,467 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 26,572 shares; 2026Q1: 71,248 shares 71,248 $3.79M 0.01% +44,676 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: 68,396 shares; 2024Q4: 67,897 shares; 2025Q1: 84,405 shares; 2025Q2: 99,606 shares; 2025Q3: 88,387 shares; 2025Q4: 67,187 shares; 2026Q1: 62,733 shares 62,733 $3.79M 0.01% -4,454 Timeline IGV 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: 49,352 shares; 2024Q4: 58,973 shares; 2025Q1: 49,008 shares; 2025Q2: 41,932 shares; 2025Q3: 39,518 shares; 2025Q4: 39,386 shares; 2026Q1: 47,155 shares 47,155 $3.77M 0.01% +7,769 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: 4,071 shares; 2024Q4: 4,307 shares; 2025Q1: 5,398 shares; 2025Q2: 5,536 shares; 2025Q3: 5,755 shares; 2025Q4: 6,333 shares; 2026Q1: 6,375 shares 6,375 $3.75M 0.01% +42 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: 11,197 shares; 2024Q4: 15,697 shares; 2025Q1: 16,651 shares; 2025Q2: 18,011 shares; 2025Q3: 16,839 shares; 2025Q4: 20,010 shares; 2026Q1: 29,691 shares 29,691 $3.75M 0.01% +9,681 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: 77,244 shares; 2024Q4: 74,254 shares; 2025Q1: 88,980 shares; 2025Q2: 93,329 shares; 2025Q3: 91,107 shares; 2025Q4: 92,346 shares; 2026Q1: 79,976 shares 79,976 $3.75M 0.01% -12,370 Timeline GNR 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: 46,365 shares; 2024Q4: 43,659 shares; 2025Q1: 42,900 shares; 2025Q2: 33,422 shares; 2025Q3: 37,091 shares; 2025Q4: 41,347 shares; 2026Q1: 49,792 shares 49,792 $3.72M 0.01% +8,445 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 20,191 shares; 2025Q1: 12,772 shares; 2025Q2: 15,913 shares; 2025Q3: 15,570 shares; 2025Q4: 15,455 shares; 2026Q1: 15,836 shares 15,836 $3.69M 0.01% +381 Timeline CIBR 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: 36,618 shares; 2024Q4: 41,675 shares; 2025Q1: 47,641 shares; 2025Q2: 52,641 shares; 2025Q3: 52,249 shares; 2025Q4: 52,848 shares; 2026Q1: 58,725 shares 58,725 $3.68M 0.01% +5,877 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,669 shares; 2024Q4: 31,190 shares; 2025Q1: 34,709 shares; 2025Q2: 35,771 shares; 2025Q3: 41,639 shares; 2025Q4: 46,259 shares; 2026Q1: 55,777 shares 55,777 $3.64M 0.01% +9,518 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 16,735 shares; 2025Q1: 19,074 shares; 2025Q2: 19,909 shares; 2025Q3: 19,759 shares; 2025Q4: 25,759 shares; 2026Q1: 30,397 shares 30,397 $3.61M 0.01% +4,638 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 15,166 shares; 2025Q1: 54,928 shares; 2025Q2: 71,407 shares; 2025Q3: 71,586 shares; 2025Q4: 75,819 shares; 2026Q1: 61,650 shares 61,650 $3.6M 0.01% -14,169 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 26,779 shares; 2025Q1: 29,101 shares; 2025Q2: 27,031 shares; 2025Q3: 29,322 shares; 2025Q4: 28,550 shares; 2026Q1: 28,653 shares 28,653 $3.59M 0.01% +103 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: 8,735 shares; 2024Q4: 9,574 shares; 2025Q1: 11,353 shares; 2025Q2: 16,956 shares; 2025Q3: 19,213 shares; 2025Q4: 19,600 shares; 2026Q1: 18,125 shares 18,125 $3.58M 0.01% -1,475 Timeline IEUR 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: 23,674 shares; 2025Q2: 28,692 shares; 2025Q3: 39,742 shares; 2025Q4: 35,960 shares; 2026Q1: 50,756 shares 50,756 $3.57M 0.01% +14,796 Timeline IWL 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: 19,301 shares; 2024Q4: 22,034 shares; 2025Q1: 17,253 shares; 2025Q2: 18,773 shares; 2025Q3: 19,309 shares; 2025Q4: 19,141 shares; 2026Q1: 22,174 shares 22,174 $3.56M 0.01% +3,033 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: 105,247 shares; 2024Q4: 109,566 shares; 2025Q1: 118,972 shares; 2025Q2: 130,419 shares; 2025Q3: 190,250 shares; 2025Q4: 133,615 shares; 2026Q1: 136,320 shares 136,320 $3.53M 0.01% +2,705 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,941 shares; 2024Q4: 15,136 shares; 2025Q1: 13,259 shares; 2025Q2: 13,714 shares; 2025Q3: 13,372 shares; 2025Q4: 17,549 shares; 2026Q1: 25,262 shares 25,262 $3.5M 0.01% +7,713 Timeline SIL 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: 8,750 shares; 2024Q4: 15,696 shares; 2025Q1: 14,273 shares; 2025Q2: 9,058 shares; 2025Q3: 9,730 shares; 2025Q4: 19,604 shares; 2026Q1: 38,726 shares 38,726 $3.49M 0.01% +19,122 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 40,702 shares; 2025Q1: 39,621 shares; 2025Q2: 39,378 shares; 2025Q3: 36,511 shares; 2025Q4: 31,262 shares; 2026Q1: 29,596 shares 29,596 $3.48M 0.01% -1,666 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,034 shares; 2026Q1: 10,264 shares 10,264 $3.47M 0.01% +6,230 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 5,915 shares; 2025Q1: 3,982 shares; 2025Q2: 8,587 shares; 2025Q3: 9,249 shares; 2025Q4: 14,127 shares; 2026Q1: 17,555 shares 17,555 $3.46M 0.01% +3,428 Timeline