MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388,696 shares; 2024Q4: 5,420,868 shares; 2025Q1: 5,475,965 shares; 2025Q2: 5,488,964 shares 5,488,964 $2.73B 4.79% +12,999 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,442,439 shares; 2024Q4: 9,557,076 shares; 2025Q1: 9,602,539 shares; 2025Q2: 9,620,363 shares 9,620,363 $1.97B 3.46% +17,824 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864,943 shares; 2024Q4: 5,966,701 shares; 2025Q1: 6,106,370 shares; 2025Q2: 6,257,540 shares 6,257,540 $1.81B 3.18% +151,170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358,134 shares; 2024Q4: 2,434,429 shares; 2025Q1: 2,444,997 shares; 2025Q2: 2,436,202 shares 2,436,202 $1.18B 2.08% -8,795 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097,456 shares; 2024Q4: 6,206,393 shares; 2025Q1: 6,407,770 shares; 2025Q2: 6,571,131 shares 6,571,131 $1.17B 2.04% +163,361 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362,045 shares; 2024Q4: 2,354,697 shares; 2025Q1: 2,357,714 shares; 2025Q2: 2,729,778 shares 2,729,778 $1.16B 2.03% +372,064 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032,190 shares; 2024Q4: 1,296,348 shares; 2025Q1: 1,399,983 shares; 2025Q2: 1,526,570 shares 1,526,570 $1.13B 1.98% +126,587 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439,383 shares; 2024Q4: 4,599,543 shares; 2025Q1: 4,681,498 shares; 2025Q2: 5,275,282 shares 5,275,282 $1.02B 1.8% +593,784 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463,013 shares; 2024Q4: 2,522,226 shares; 2025Q1: 2,600,482 shares; 2025Q2: 2,683,753 shares 2,683,753 $984M 1.73% +83,271 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,518,444 shares; 2024Q4: 17,288,021 shares; 2025Q1: 17,409,909 shares; 2025Q2: 17,199,318 shares 17,199,318 $981M 1.72% -210,591 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556,244 shares; 2024Q4: 3,667,903 shares; 2025Q1: 3,399,095 shares; 2025Q2: 3,556,688 shares 3,556,688 $949M 1.66% +157,593 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463,640 shares; 2024Q4: 2,582,158 shares; 2025Q1: 2,593,694 shares; 2025Q2: 4,043,391 shares 4,043,391 $887M 1.56% +1,449,697 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849,051 shares; 2024Q4: 3,042,562 shares; 2025Q1: 3,019,606 shares; 2025Q2: 3,200,483 shares 3,200,483 $824M 1.44% +180,877 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,442 shares; 2024Q4: 1,556,643 shares; 2025Q1: 1,684,673 shares; 2025Q2: 1,556,103 shares 1,556,103 $823M 1.44% -128,570 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804,767 shares; 2024Q4: 4,828,410 shares; 2025Q1: 4,699,643 shares; 2025Q2: 4,898,906 shares 4,898,906 $774M 1.36% +199,263 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014,745 shares; 2024Q4: 8,076,087 shares; 2025Q1: 8,218,663 shares; 2025Q2: 8,215,063 shares 8,215,063 $756M 1.32% -3,600 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298,987 shares; 2024Q4: 6,513,683 shares; 2025Q1: 6,904,327 shares; 2025Q2: 7,294,943 shares 7,294,943 $666M 1.17% +390,616 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103,841 shares; 2024Q4: 3,930,324 shares; 2025Q1: 4,094,430 shares; 2025Q2: 4,161,588 shares 4,161,588 $636M 1.11% +67,158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,041 shares; 2024Q4: 802,224 shares; 2025Q1: 846,899 shares; 2025Q2: 890,467 shares 890,467 $622M 1.09% +43,568 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200,890 shares; 2024Q4: 8,275,793 shares; 2025Q1: 8,418,765 shares; 2025Q2: 14,387,440 shares 14,387,440 $604M 1.06% +5,968,675 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955,610 shares; 2024Q4: 4,863,748 shares; 2025Q1: 5,665,131 shares; 2025Q2: 5,478,695 shares 5,478,695 $599M 1.05% -186,436 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,775 shares; 2024Q4: 615,293 shares; 2025Q1: 605,173 shares; 2025Q2: 601,569 shares 601,569 $596M 1.04% -3,604 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923,564 shares; 2024Q4: 1,956,210 shares; 2025Q1: 2,038,320 shares; 2025Q2: 2,053,956 shares 2,053,956 $566M 0.99% +15,636 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264,138 shares; 2024Q4: 3,345,892 shares; 2025Q1: 4,242,266 shares; 2025Q2: 4,447,213 shares 4,447,213 $551M 0.97% +204,947 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,323 shares; 2024Q4: 436,391 shares; 2025Q1: 461,130 shares; 2025Q2: 5,955,288 shares 5,955,288 $537M 0.94% +5,494,158 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,398 shares; 2024Q4: 764,905 shares; 2025Q1: 792,729 shares; 2025Q2: 788,969 shares 788,969 $490M 0.86% -3,760 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549,981 shares; 2024Q4: 3,629,558 shares; 2025Q1: 3,741,794 shares; 2025Q2: 3,889,446 shares 3,889,446 $480M 0.84% +147,652 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,394 shares; 2024Q4: 878,867 shares; 2025Q1: 860,550 shares; 2025Q2: 829,440 shares 829,440 $471M 0.83% -31,110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234,131 shares; 2024Q4: 2,498,871 shares; 2025Q1: 2,626,731 shares; 2025Q2: 2,758,278 shares 2,758,278 $465M 0.82% +131,547 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138,448 shares; 2024Q4: 5,459,329 shares; 2025Q1: 5,755,495 shares; 2025Q2: 5,407,908 shares 5,407,908 $451M 0.79% -347,587 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898,866 shares; 2024Q4: 1,922,949 shares; 2025Q1: 1,984,957 shares; 2025Q2: 1,911,517 shares 1,911,517 $440M 0.77% -73,440 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,531 shares; 2024Q4: 1,126,396 shares; 2025Q1: 1,109,185 shares; 2025Q2: 1,114,236 shares 1,114,236 $396M 0.69% +5,051 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,958 shares; 2024Q4: 634,293 shares; 2025Q1: 616,839 shares; 2025Q2: 621,677 shares 621,677 $384M 0.67% +4,838 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112,242 shares; 2024Q4: 2,080,595 shares; 2025Q1: 2,023,542 shares; 2025Q2: 1,987,340 shares 1,987,340 $369M 0.65% -36,202 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,936 shares; 2024Q4: 369,089 shares; 2025Q1: 1,441,706 shares; 2025Q2: 1,847,491 shares 1,847,491 $365M 0.64% +405,785 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,944 shares; 2024Q4: 2,063,251 shares; 2025Q1: 2,058,300 shares; 2025Q2: 1,937,680 shares 1,937,680 $341M 0.6% -120,620 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782,326 shares; 2024Q4: 4,144,493 shares; 2025Q1: 4,852,865 shares; 2025Q2: 5,751,500 shares 5,751,500 $338M 0.59% +898,635 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388,676 shares; 2024Q4: 2,831,244 shares; 2025Q1: 3,274,661 shares; 2025Q2: 3,869,651 shares 3,869,651 $321M 0.56% +594,990 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507,302 shares; 2024Q4: 3,584,680 shares; 2025Q1: 3,759,194 shares; 2025Q2: 3,920,550 shares 3,920,550 $314M 0.55% +161,356 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,246 shares; 2024Q4: 541,847 shares; 2025Q1: 539,098 shares; 2025Q2: 547,981 shares 547,981 $308M 0.54% +8,883 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979,247 shares; 2024Q4: 6,097,880 shares; 2025Q1: 6,368,808 shares; 2025Q2: 6,298,901 shares 6,298,901 $298M 0.52% -69,907 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610,316 shares; 2024Q4: 2,696,545 shares; 2025Q1: 3,896,270 shares; 2025Q2: 4,132,858 shares 4,132,858 $297M 0.52% +236,588 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035,983 shares; 2024Q4: 3,201,780 shares; 2025Q1: 3,375,737 shares; 2025Q2: 3,562,434 shares 3,562,434 $276M 0.48% +186,697 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944,307 shares; 2024Q4: 1,924,508 shares; 2025Q1: 1,979,286 shares; 2025Q2: 1,992,050 shares 1,992,050 $271M 0.48% +12,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629,908 shares; 2024Q4: 1,674,294 shares; 2025Q1: 1,702,004 shares; 2025Q2: 1,642,493 shares 1,642,493 $262M 0.46% -59,511 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813,825 shares; 2024Q4: 4,102,772 shares; 2025Q1: 4,677,575 shares; 2025Q2: 5,112,512 shares 5,112,512 $253M 0.44% +434,937 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360,397 shares; 2024Q4: 2,427,606 shares; 2025Q1: 2,530,645 shares; 2025Q2: 2,634,983 shares 2,634,983 $252M 0.44% +104,338 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,708 shares; 2024Q4: 1,390,678 shares; 2025Q1: 1,414,704 shares; 2025Q2: 1,426,340 shares 1,426,340 $252M 0.44% +11,636 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,327 shares; 2024Q4: 687,010 shares; 2025Q1: 759,147 shares; 2025Q2: 787,131 shares 787,131 $239M 0.42% +27,984 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711,666 shares; 2024Q4: 1,705,299 shares; 2025Q1: 1,696,911 shares; 2025Q2: 1,603,567 shares 1,603,567 $230M 0.4% -93,344 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767,860 shares; 2024Q4: 2,887,526 shares; 2025Q1: 3,093,632 shares; 2025Q2: 3,298,113 shares 3,298,113 $222M 0.39% +204,481 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722,369 shares; 2024Q4: 1,760,546 shares; 2025Q1: 1,845,102 shares; 2025Q2: 1,937,324 shares 1,937,324 $221M 0.39% +92,222 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128,928 shares; 2024Q4: 2,173,166 shares; 2025Q1: 2,274,229 shares; 2025Q2: 2,234,201 shares 2,234,201 $218M 0.38% -40,028 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202,563 shares; 2024Q4: 3,392,713 shares; 2025Q1: 3,387,020 shares; 2025Q2: 3,473,705 shares 3,473,705 $215M 0.38% +86,685 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,068 shares; 2024Q4: 263,047 shares; 2025Q1: 260,718 shares; 2025Q2: 266,569 shares 266,569 $208M 0.36% +5,851 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,648 shares; 2024Q4: 440,966 shares; 2025Q1: 461,203 shares; 2025Q2: 469,987 shares 469,987 $206M 0.36% +8,784 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635,822 shares; 2024Q4: 3,575,082 shares; 2025Q1: 3,231,117 shares; 2025Q2: 2,916,044 shares 2,916,044 $202M 0.35% -315,073 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,806 shares; 2024Q4: 327,433 shares; 2025Q1: 363,812 shares; 2025Q2: 353,995 shares 353,995 $195M 0.34% -9,817 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391,442 shares; 2024Q4: 2,486,425 shares; 2025Q1: 2,682,452 shares; 2025Q2: 2,901,214 shares 2,901,214 $195M 0.34% +218,762 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,803 shares; 2024Q4: 867,833 shares; 2025Q1: 736,655 shares; 2025Q2: 856,067 shares 856,067 $194M 0.34% +119,412 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,878 shares; 2025Q1: 184,521 shares; 2025Q2: 181,204 shares 181,204 $190M 0.33% -3,317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,281 shares; 2024Q4: 734,886 shares; 2025Q1: 697,258 shares; 2025Q2: 775,674 shares 775,674 $184M 0.32% +78,416 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496,691 shares; 2024Q4: 2,545,795 shares; 2025Q1: 2,579,401 shares; 2025Q2: 2,661,374 shares 2,661,374 $169M 0.3% +81,973 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623,941 shares; 2024Q4: 4,638,973 shares; 2025Q1: 4,592,120 shares; 2025Q2: 4,582,188 shares 4,582,188 $164M 0.29% -9,932 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,889 shares; 2024Q4: 566,821 shares; 2025Q1: 542,628 shares; 2025Q2: 538,676 shares 538,676 $157M 0.28% -3,952 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,170 shares; 2024Q4: 493,951 shares; 2025Q1: 491,434 shares; 2025Q2: 491,903 shares 491,903 $152M 0.27% +469 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,797 shares; 2024Q4: 513,209 shares; 2025Q1: 533,749 shares; 2025Q2: 538,132 shares 538,132 $151M 0.26% +4,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,704 shares; 2024Q4: 266,670 shares; 2025Q1: 265,001 shares; 2025Q2: 279,820 shares 279,820 $148M 0.26% +14,819 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,323 shares; 2024Q4: 330,048 shares; 2025Q1: 359,400 shares; 2025Q2: 371,769 shares 371,769 $147M 0.26% +12,369 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357,327 shares; 2024Q4: 1,392,252 shares; 2025Q1: 1,365,891 shares; 2025Q2: 1,337,738 shares 1,337,738 $144M 0.25% -28,153 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,198 shares; 2024Q4: 862,131 shares; 2025Q1: 812,169 shares; 2025Q2: 820,814 shares 820,814 $142M 0.25% +8,645 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,046,473 shares; 2024Q4: 2,103,584 shares; 2025Q1: 2,179,512 shares; 2025Q2: 2,235,127 shares 2,235,127 $134M 0.24% +55,615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,176 shares; 2024Q4: 658,932 shares; 2025Q1: 609,741 shares; 2025Q2: 650,338 shares 650,338 $133M 0.23% +40,597 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,883 shares; 2024Q4: 582,800 shares; 2025Q1: 578,874 shares; 2025Q2: 615,948 shares 615,948 $133M 0.23% +37,074 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,028 shares; 2024Q4: 423,540 shares; 2025Q1: 340,631 shares; 2025Q2: 370,531 shares 370,531 $132M 0.23% +29,900 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,631 shares; 2024Q4: 115,791 shares; 2025Q1: 135,140 shares; 2025Q2: 157,808 shares 157,808 $126M 0.22% +22,668 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365,125 shares; 2024Q4: 1,241,785 shares; 2025Q1: 958,867 shares; 2025Q2: 951,642 shares 951,642 $126M 0.22% -7,225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,768 shares; 2024Q4: 354,065 shares; 2025Q1: 351,555 shares; 2025Q2: 360,669 shares 360,669 $124M 0.22% +9,114 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527,493 shares; 2024Q4: 4,394,182 shares; 2025Q1: 4,388,473 shares; 2025Q2: 4,630,952 shares 4,630,952 $123M 0.22% +242,479 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,181 shares; 2024Q4: 403,017 shares; 2025Q1: 405,975 shares; 2025Q2: 315,581 shares 315,581 $123M 0.21% -90,394 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,643 shares; 2024Q4: 931,758 shares; 2025Q1: 857,665 shares; 2025Q2: 834,655 shares 834,655 $121M 0.21% -23,010 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335,401 shares; 2024Q4: 1,319,644 shares; 2025Q1: 1,334,869 shares; 2025Q2: 1,342,139 shares 1,342,139 $120M 0.21% +7,270 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,877 shares; 2024Q4: 530,803 shares; 2025Q1: 497,048 shares; 2025Q2: 398,650 shares 398,650 $118M 0.21% -98,398 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,593 shares; 2024Q4: 1,445,615 shares; 2025Q1: 1,348,463 shares; 2025Q2: 1,256,252 shares 1,256,252 $115M 0.2% -92,211 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697,396 shares; 2024Q4: 3,892,091 shares; 2025Q1: 4,125,700 shares; 2025Q2: 3,799,251 shares 3,799,251 $115M 0.2% -326,449 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,123 shares; 2024Q4: 453,113 shares; 2025Q1: 380,284 shares; 2025Q2: 359,602 shares 359,602 $114M 0.2% -20,682 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,828 shares; 2024Q4: 453,853 shares; 2025Q1: 467,969 shares; 2025Q2: 471,077 shares 471,077 $112M 0.2% +3,108 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,551 shares; 2024Q4: 524,744 shares; 2025Q1: 474,743 shares; 2025Q2: 457,291 shares 457,291 $111M 0.19% -17,452 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,308 shares; 2024Q4: 741,830 shares; 2025Q1: 767,675 shares; 2025Q2: 758,970 shares 758,970 $111M 0.19% -8,705 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,474 shares; 2024Q4: 532,156 shares; 2025Q1: 494,922 shares; 2025Q2: 506,681 shares 506,681 $111M 0.19% +11,759 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,657 shares; 2024Q4: 452,091 shares; 2025Q1: 464,005 shares; 2025Q2: 575,522 shares 575,522 $107M 0.19% +111,517 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,043 shares; 2024Q4: 332,485 shares; 2025Q1: 386,423 shares; 2025Q2: 390,765 shares 390,765 $107M 0.19% +4,342 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,797 shares; 2024Q4: 337,674 shares; 2025Q1: 361,408 shares; 2025Q2: 355,268 shares 355,268 $106M 0.19% -6,140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,010 shares; 2024Q4: 530,782 shares; 2025Q1: 512,424 shares; 2025Q2: 516,996 shares 516,996 $106M 0.19% +4,572 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,666 shares; 2024Q4: 750,665 shares; 2025Q1: 766,053 shares; 2025Q2: 660,035 shares 660,035 $105M 0.18% -106,018 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,295 shares; 2024Q4: 726,589 shares; 2025Q1: 988,280 shares; 2025Q2: 1,052,532 shares 1,052,532 $104M 0.18% +64,252 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,594 shares; 2024Q4: 865,877 shares; 2025Q1: 1,035,639 shares; 2025Q2: 1,476,673 shares 1,476,673 $102M 0.18% +441,034 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,829 shares; 2024Q4: 914,992 shares; 2025Q1: 907,341 shares; 2025Q2: 914,023 shares 914,023 $101M 0.18% +6,682 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156,579 shares; 2024Q4: 2,156,470 shares; 2025Q1: 2,349,606 shares; 2025Q2: 2,307,034 shares 2,307,034 $99.8M 0.18% -42,572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104,449 shares; 2024Q4: 1,938,701 shares; 2025Q1: 1,438,922 shares; 2025Q2: 1,247,166 shares 1,247,166 $98.7M 0.17% -191,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,516 shares; 2024Q4: 533,959 shares; 2025Q1: 529,008 shares; 2025Q2: 529,587 shares 529,587 $97.2M 0.17% +579 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278,248 shares; 2024Q4: 2,381,694 shares; 2025Q1: 2,530,422 shares; 2025Q2: 2,725,494 shares 2,725,494 $96.2M 0.17% +195,072 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292,358 shares; 2024Q4: 6,426,793 shares; 2025Q1: 2,877,579 shares; 2025Q2: 2,114,440 shares 2,114,440 $95.7M 0.17% -763,139 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,596 shares; 2024Q4: 977,630 shares; 2025Q1: 1,085,398 shares; 2025Q2: 1,087,856 shares 1,087,856 $94.8M 0.17% +2,458 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031,784 shares; 2024Q4: 1,025,721 shares; 2025Q1: 997,988 shares; 2025Q2: 977,679 shares 977,679 $92.9M 0.16% -20,309 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091,354 shares; 2024Q4: 958,795 shares; 2025Q1: 1,020,428 shares; 2025Q2: 1,202,639 shares 1,202,639 $92.2M 0.16% +182,211 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,954 shares; 2024Q4: 95,237 shares; 2025Q1: 99,205 shares; 2025Q2: 87,626 shares 87,626 $90.1M 0.16% -11,579 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,055 shares; 2024Q4: 493,234 shares; 2025Q1: 485,913 shares; 2025Q2: 555,983 shares 555,983 $88.9M 0.16% +70,070 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,374 shares; 2024Q4: 97,373 shares; 2025Q1: 97,222 shares; 2025Q2: 111,621 shares 111,621 $87.9M 0.15% +14,399 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,073 shares; 2024Q4: 677,718 shares; 2025Q1: 664,118 shares; 2025Q2: 658,640 shares 658,640 $87.8M 0.15% -5,478 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,650 shares; 2024Q4: 211,248 shares; 2025Q1: 201,554 shares; 2025Q2: 172,033 shares 172,033 $87.8M 0.15% -29,521 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,930,901 shares; 2025Q1: 2,022,268 shares; 2025Q2: 2,635,781 shares 2,635,781 $86.4M 0.15% +613,513 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,244 shares; 2024Q4: 460,074 shares; 2025Q1: 457,644 shares; 2025Q2: 461,211 shares 461,211 $86M 0.15% +3,567 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833,969 shares; 2024Q4: 1,860,026 shares; 2025Q1: 1,840,021 shares; 2025Q2: 1,349,165 shares 1,349,165 $84.1M 0.15% -490,856 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,718 shares; 2024Q4: 167,166 shares; 2025Q1: 151,308 shares; 2025Q2: 145,147 shares 145,147 $83.7M 0.15% -6,161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,117 shares; 2024Q4: 298,592 shares; 2025Q1: 298,284 shares; 2025Q2: 272,589 shares 272,589 $83.1M 0.15% -25,695 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,114 shares; 2024Q4: 295,562 shares; 2025Q1: 274,396 shares; 2025Q2: 342,442 shares 342,442 $82.9M 0.15% +68,046 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,778 shares; 2024Q4: 762,556 shares; 2025Q1: 994,753 shares; 2025Q2: 1,423,685 shares 1,423,685 $82.1M 0.14% +428,932 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,742 shares; 2024Q4: 213,787 shares; 2025Q1: 212,811 shares; 2025Q2: 199,737 shares 199,737 $81M 0.14% -13,074 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,738 shares; 2024Q4: 238,935 shares; 2025Q1: 237,214 shares; 2025Q2: 236,244 shares 236,244 $80.2M 0.14% -970 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,932 shares; 2024Q4: 201,783 shares; 2025Q1: 282,423 shares; 2025Q2: 295,744 shares 295,744 $79.7M 0.14% +13,321 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,581 shares; 2024Q4: 335,769 shares; 2025Q1: 309,198 shares; 2025Q2: 284,528 shares 284,528 $79.4M 0.14% -24,670 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,213,773 shares; 2024Q4: 1,191,131 shares; 2025Q1: 1,125,816 shares; 2025Q2: 1,121,026 shares 1,121,026 $79.3M 0.14% -4,790 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,358 shares; 2024Q4: 167,132 shares; 2025Q1: 165,869 shares; 2025Q2: 168,010 shares 168,010 $78.8M 0.14% +2,141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115,217 shares; 2024Q4: 1,213,021 shares; 2025Q1: 1,264,248 shares; 2025Q2: 1,383,274 shares 1,383,274 $78.6M 0.14% +119,026 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,994 shares; 2024Q4: 110,871 shares; 2025Q1: 112,862 shares; 2025Q2: 110,783 shares 110,783 $78.4M 0.14% -2,079 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,739 shares; 2024Q4: 468,114 shares; 2025Q1: 483,914 shares; 2025Q2: 587,355 shares 587,355 $78.3M 0.14% +103,441 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681,351 shares; 2024Q4: 1,677,338 shares; 2025Q1: 1,679,830 shares; 2025Q2: 1,567,346 shares 1,567,346 $76.8M 0.13% -112,484 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,244 shares; 2024Q4: 162,905 shares; 2025Q1: 108,532 shares; 2025Q2: 104,333 shares 104,333 $76.3M 0.13% -4,199 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,792 shares; 2024Q4: 56,831 shares; 2025Q1: 55,688 shares; 2025Q2: 56,832 shares 56,832 $76.1M 0.13% +1,144 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,458 shares; 2024Q4: 454,761 shares; 2025Q1: 447,189 shares; 2025Q2: 305,354 shares 305,354 $75.5M 0.13% -141,835 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132,686 shares; 2024Q4: 1,069,221 shares; 2025Q1: 962,268 shares; 2025Q2: 920,768 shares 920,768 $74M 0.13% -41,500 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,578 shares; 2024Q4: 1,448,583 shares; 2025Q1: 1,470,200 shares; 2025Q2: 1,789,782 shares 1,789,782 $72.8M 0.13% +319,582 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,933 shares; 2024Q4: 403,478 shares; 2025Q1: 405,038 shares; 2025Q2: 347,249 shares 347,249 $72.1M 0.13% -57,789 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,690 shares; 2024Q4: 461,637 shares; 2025Q1: 468,196 shares; 2025Q2: 459,254 shares 459,254 $71.6M 0.13% -8,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,274 shares; 2024Q4: 320,454 shares; 2025Q1: 316,612 shares; 2025Q2: 323,972 shares 323,972 $70.8M 0.12% +7,360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,334 shares; 2024Q4: 321,909 shares; 2025Q1: 323,658 shares; 2025Q2: 309,545 shares 309,545 $70.8M 0.12% -14,113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,152 shares; 2024Q4: 522,434 shares; 2025Q1: 637,734 shares; 2025Q2: 596,080 shares 596,080 $70.3M 0.12% -41,654 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422,875 shares; 2024Q4: 1,508,548 shares; 2025Q1: 1,743,851 shares; 2025Q2: 1,733,365 shares 1,733,365 $68.5M 0.12% -10,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,506 shares; 2024Q4: 650,537 shares; 2025Q1: 651,653 shares; 2025Q2: 651,589 shares 651,589 $67.6M 0.12% -64 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,303 shares; 2024Q4: 93,532 shares; 2025Q1: 455,330 shares; 2025Q2: 850,605 shares 850,605 $67.4M 0.12% +395,275 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,277 shares; 2024Q4: 569,272 shares; 2025Q1: 613,718 shares; 2025Q2: 563,098 shares 563,098 $67.4M 0.12% -50,620 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772,640 shares; 2024Q4: 1,845,275 shares; 2025Q1: 1,890,124 shares; 2025Q2: 1,371,256 shares 1,371,256 $67.3M 0.12% -518,868 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,508 shares; 2024Q4: 124,526 shares; 2025Q1: 123,620 shares; 2025Q2: 129,969 shares 129,969 $66.1M 0.12% +6,349 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,708 shares; 2024Q4: 390,233 shares; 2025Q1: 456,663 shares; 2025Q2: 577,395 shares 577,395 $65.5M 0.11% +120,732 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,014 shares; 2024Q4: 255,877 shares; 2025Q1: 232,706 shares; 2025Q2: 320,838 shares 320,838 $65.2M 0.11% +88,132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543,080 shares; 2025Q1: 519,350 shares; 2025Q2: 667,781 shares 667,781 $65M 0.11% +148,431 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,761 shares; 2024Q4: 595,207 shares; 2025Q1: 679,387 shares; 2025Q2: 703,737 shares 703,737 $64.6M 0.11% +24,350 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,885 shares; 2024Q4: 1,323,629 shares; 2025Q1: 1,359,646 shares; 2025Q2: 1,161,560 shares 1,161,560 $64M 0.11% -198,086 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,049 shares; 2024Q4: 277,929 shares; 2025Q1: 237,162 shares; 2025Q2: 221,466 shares 221,466 $63.8M 0.11% -15,696 Timeline BRK-A 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 90 shares; 2025Q1: 88 shares; 2025Q2: 87 shares 87 $63.4M 0.11% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,412 shares; 2024Q4: 297,860 shares; 2025Q1: 287,885 shares; 2025Q2: 269,788 shares 269,788 $62.8M 0.11% -18,097 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,700 shares; 2024Q4: 339,475 shares; 2025Q1: 460,326 shares; 2025Q2: 431,258 shares 431,258 $62.1M 0.11% -29,068 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,567 shares; 2024Q4: 45,118 shares; 2025Q1: 83,848 shares; 2025Q2: 113,691 shares 113,691 $61.8M 0.11% +29,843 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,384 shares; 2024Q4: 752,709 shares; 2025Q1: 756,388 shares; 2025Q2: 610,725 shares 610,725 $61.6M 0.11% -145,663 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721,614 shares; 2024Q4: 2,799,381 shares; 2025Q1: 2,653,926 shares; 2025Q2: 3,437,864 shares 3,437,864 $61M 0.11% +783,938 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,424 shares; 2024Q4: 138,567 shares; 2025Q1: 199,610 shares; 2025Q2: 195,187 shares 195,187 $60.1M 0.11% -4,423 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,791 shares; 2024Q4: 760,788 shares; 2025Q1: 734,569 shares; 2025Q2: 734,018 shares 734,018 $59.8M 0.1% -551 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,612 shares; 2024Q4: 238,361 shares; 2025Q1: 228,573 shares; 2025Q2: 237,849 shares 237,849 $59.7M 0.1% +9,276 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,396 shares; 2024Q4: 959,712 shares; 2025Q1: 948,151 shares; 2025Q2: 929,653 shares 929,653 $59.4M 0.1% -18,498 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649,828 shares; 2024Q4: 1,664,854 shares; 2025Q1: 1,672,274 shares; 2025Q2: 1,906,091 shares 1,906,091 $59.3M 0.1% +233,817 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,807 shares; 2024Q4: 294,615 shares; 2025Q1: 252,900 shares; 2025Q2: 188,058 shares 188,058 $59.1M 0.1% -64,842 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,392 shares; 2025Q1: 1,412,561 shares; 2025Q2: 1,375,607 shares 1,375,607 $59M 0.1% -36,954 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431,901 shares; 2024Q4: 1,554,458 shares; 2025Q1: 1,669,610 shares; 2025Q2: 1,794,062 shares 1,794,062 $58.5M 0.1% +124,452 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328,945 shares; 2024Q4: 2,989,614 shares; 2025Q1: 2,801,571 shares; 2025Q2: 2,394,629 shares 2,394,629 $58M 0.1% -406,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,705 shares; 2024Q4: 513,305 shares; 2025Q1: 343,880 shares; 2025Q2: 424,818 shares 424,818 $57.9M 0.1% +80,938 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 167,464 shares; 2025Q2: 381,489 shares 381,489 $57.7M 0.1% +214,025 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,363 shares; 2024Q4: 573,860 shares; 2025Q1: 602,849 shares; 2025Q2: 565,813 shares 565,813 $57.1M 0.1% -37,036 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,656 shares; 2024Q4: 280,198 shares; 2025Q1: 239,492 shares; 2025Q2: 221,886 shares 221,886 $56.9M 0.1% -17,606 Timeline RDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,687 shares; 2024Q4: 924,983 shares; 2025Q1: 867,566 shares; 2025Q2: 906,359 shares 906,359 $56.9M 0.1% +38,793 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351,683 shares; 2024Q4: 1,232,157 shares; 2025Q1: 1,067,779 shares; 2025Q2: 1,004,047 shares 1,004,047 $56.6M 0.1% -63,732 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,314 shares; 2024Q4: 202,722 shares; 2025Q1: 203,631 shares; 2025Q2: 195,111 shares 195,111 $56.5M 0.1% -8,520 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,399 shares; 2024Q4: 337,828 shares; 2025Q1: 298,694 shares; 2025Q2: 288,124 shares 288,124 $56.3M 0.1% -10,570 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,260 shares; 2024Q4: 401,903 shares; 2025Q1: 687,008 shares; 2025Q2: 637,765 shares 637,765 $55.7M 0.1% -49,243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,692 shares; 2024Q4: 160,544 shares; 2025Q1: 179,969 shares; 2025Q2: 173,927 shares 173,927 $55.5M 0.1% -6,042 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,601 shares; 2024Q4: 790,481 shares; 2025Q1: 693,980 shares; 2025Q2: 790,346 shares 790,346 $54.9M 0.1% +96,366 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,717 shares; 2024Q4: 352,735 shares; 2025Q1: 580,814 shares; 2025Q2: 552,430 shares 552,430 $54.8M 0.1% -28,384 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,573 shares; 2024Q4: 1,009,472 shares; 2025Q1: 975,536 shares; 2025Q2: 973,411 shares 973,411 $54.7M 0.1% -2,125 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,025 shares; 2024Q4: 222,225 shares; 2025Q1: 244,694 shares; 2025Q2: 260,278 shares 260,278 $54.5M 0.1% +15,584 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,861 shares; 2024Q4: 416,151 shares; 2025Q1: 437,977 shares; 2025Q2: 172,531 shares 172,531 $53.8M 0.09% -265,446 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245,890 shares; 2024Q4: 1,249,311 shares; 2025Q1: 1,261,073 shares; 2025Q2: 1,279,948 shares 1,279,948 $53M 0.09% +18,875 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,736 shares; 2024Q4: 427,916 shares; 2025Q1: 382,136 shares; 2025Q2: 371,587 shares 371,587 $52.7M 0.09% -10,549 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,302 shares; 2024Q4: 112,679 shares; 2025Q1: 94,729 shares; 2025Q2: 87,831 shares 87,831 $52.1M 0.09% -6,898 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,643 shares; 2024Q4: 293,241 shares; 2025Q1: 289,028 shares; 2025Q2: 282,740 shares 282,740 $51.7M 0.09% -6,288 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,891 shares; 2024Q4: 165,071 shares; 2025Q1: 214,794 shares; 2025Q2: 199,359 shares 199,359 $51.4M 0.09% -15,435 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,066 shares; 2024Q4: 315,339 shares; 2025Q1: 308,659 shares; 2025Q2: 286,713 shares 286,713 $51.2M 0.09% -21,946 Timeline FVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,107 shares; 2024Q4: 1,143,859 shares; 2025Q1: 1,102,500 shares; 2025Q2: 1,141,242 shares 1,141,242 $51M 0.09% +38,742 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,260 shares; 2024Q4: 599,905 shares; 2025Q1: 624,191 shares; 2025Q2: 640,398 shares 640,398 $50.9M 0.09% +16,207 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,385 shares; 2024Q4: 212,935 shares; 2025Q1: 228,856 shares; 2025Q2: 226,300 shares 226,300 $50.5M 0.09% -2,556 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,838 shares; 2024Q4: 185,244 shares; 2025Q1: 164,771 shares; 2025Q2: 153,660 shares 153,660 $50.4M 0.09% -11,111 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,830 shares; 2024Q4: 247,924 shares; 2025Q1: 245,479 shares; 2025Q2: 230,204 shares 230,204 $50.1M 0.09% -15,275 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 686,620 shares; 2025Q2: 892,667 shares 892,667 $50.1M 0.09% +206,047 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,467 shares; 2024Q4: 244,515 shares; 2025Q1: 205,096 shares; 2025Q2: 191,109 shares 191,109 $49.6M 0.09% -13,987 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170,855 shares; 2024Q4: 1,198,069 shares; 2025Q1: 747,512 shares; 2025Q2: 723,100 shares 723,100 $49.4M 0.09% -24,412 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,987 shares; 2024Q4: 1,128,519 shares; 2025Q1: 1,076,516 shares; 2025Q2: 933,016 shares 933,016 $49.2M 0.09% -143,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,311 shares; 2024Q4: 263,775 shares; 2025Q1: 265,830 shares; 2025Q2: 267,920 shares 267,920 $48.8M 0.09% +2,090 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,428 shares; 2024Q4: 207,634 shares; 2025Q1: 238,970 shares; 2025Q2: 522,948 shares 522,948 $48.8M 0.09% +283,978 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,214 shares; 2024Q4: 110,521 shares; 2025Q1: 107,925 shares; 2025Q2: 107,702 shares 107,702 $47.6M 0.08% -223 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,269 shares; 2024Q4: 274,257 shares; 2025Q1: 273,651 shares; 2025Q2: 253,127 shares 253,127 $47.4M 0.08% -20,524 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,960 shares; 2024Q4: 215,506 shares; 2025Q1: 245,245 shares; 2025Q2: 260,888 shares 260,888 $47.4M 0.08% +15,643 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 126,362 shares; 2025Q1: 100,666 shares; 2025Q2: 100,870 shares 100,870 $46.7M 0.08% +204 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,547 shares; 2024Q4: 73,093 shares; 2025Q1: 91,595 shares; 2025Q2: 80,627 shares 80,627 $46.2M 0.08% -10,968 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104,588 shares; 2024Q4: 1,268,466 shares; 2025Q1: 1,499,626 shares; 2025Q2: 1,306,468 shares 1,306,468 $46.1M 0.08% -193,158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,320 shares; 2024Q4: 247,519 shares; 2025Q1: 212,850 shares; 2025Q2: 197,285 shares 197,285 $45.9M 0.08% -15,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,801 shares; 2024Q4: 392,661 shares; 2025Q1: 385,265 shares; 2025Q2: 414,349 shares 414,349 $45.4M 0.08% +29,084 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,591 shares; 2024Q4: 206,378 shares; 2025Q1: 203,029 shares; 2025Q2: 202,572 shares 202,572 $44.9M 0.08% -457 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817,255 shares; 2024Q4: 736,709 shares; 2025Q1: 459,095 shares; 2025Q2: 415,514 shares 415,514 $44.8M 0.08% -43,581 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,521 shares; 2024Q4: 1,308,109 shares; 2025Q1: 1,357,539 shares; 2025Q2: 1,395,393 shares 1,395,393 $44.6M 0.08% +37,854 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 1,459 shares; 2025Q1: 1,284 shares; 2025Q2: 167,378 shares 167,378 $44.6M 0.08% +166,094 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,561 shares; 2024Q4: 328,349 shares; 2025Q1: 277,644 shares; 2025Q2: 258,219 shares 258,219 $44.5M 0.08% -19,425 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,721 shares; 2024Q4: 370,043 shares; 2025Q1: 309,232 shares; 2025Q2: 286,410 shares 286,410 $43.9M 0.08% -22,822 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 24,822 shares; 2025Q1: 57,242 shares; 2025Q2: 103,760 shares 103,760 $43.6M 0.08% +46,518 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,520 shares; 2024Q4: 528,104 shares; 2025Q1: 547,828 shares; 2025Q2: 539,085 shares 539,085 $43.4M 0.08% -8,743 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,165 shares; 2024Q4: 290,438 shares; 2025Q1: 297,657 shares; 2025Q2: 307,484 shares 307,484 $43.3M 0.08% +9,827 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,350 shares; 2024Q4: 112,208 shares; 2025Q1: 107,282 shares; 2025Q2: 105,136 shares 105,136 $42.8M 0.07% -2,146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,016 shares; 2024Q4: 629,946 shares; 2025Q1: 387,811 shares; 2025Q2: 503,448 shares 503,448 $42.7M 0.07% +115,637 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,931 shares; 2024Q4: 996,771 shares; 2025Q1: 1,066,555 shares; 2025Q2: 1,154,988 shares 1,154,988 $42.7M 0.07% +88,433 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,225 shares; 2024Q4: 51,808 shares; 2025Q1: 38,650 shares; 2025Q2: 506,258 shares 506,258 $42.6M 0.07% +467,608 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,243 shares; 2024Q4: 424,717 shares; 2025Q1: 429,015 shares; 2025Q2: 428,982 shares 428,982 $42.6M 0.07% -33 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848,025 shares; 2024Q4: 902,580 shares; 2025Q1: 905,762 shares; 2025Q2: 912,958 shares 912,958 $42.2M 0.07% +7,196 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,539 shares; 2024Q4: 624,301 shares; 2025Q1: 527,209 shares; 2025Q2: 489,817 shares 489,817 $42.1M 0.07% -37,392 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,303 shares; 2024Q4: 1,378,907 shares; 2025Q1: 1,394,157 shares; 2025Q2: 1,378,369 shares 1,378,369 $41.5M 0.07% -15,788 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,244 shares; 2024Q4: 361,563 shares; 2025Q1: 341,094 shares; 2025Q2: 334,571 shares 334,571 $41.3M 0.07% -6,523 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,609 shares; 2024Q4: 480,319 shares; 2025Q1: 295,797 shares; 2025Q2: 318,661 shares 318,661 $40.9M 0.07% +22,864 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 634,882 shares; 2025Q1: 445,952 shares; 2025Q2: 398,509 shares 398,509 $40.8M 0.07% -47,443 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 390,913 shares; 2025Q1: 329,828 shares; 2025Q2: 303,046 shares 303,046 $40.7M 0.07% -26,782 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,368 shares; 2024Q4: 249,716 shares; 2025Q1: 290,402 shares; 2025Q2: 387,149 shares 387,149 $40.3M 0.07% +96,747 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,355 shares; 2024Q4: 193,016 shares; 2025Q1: 135,736 shares; 2025Q2: 126,181 shares 126,181 $38.9M 0.07% -9,555 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577,610 shares; 2024Q4: 1,385,331 shares; 2025Q1: 1,171,030 shares; 2025Q2: 1,087,541 shares 1,087,541 $38.8M 0.07% -83,489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,107 shares; 2024Q4: 298,064 shares; 2025Q1: 308,899 shares; 2025Q2: 278,697 shares 278,697 $38.3M 0.07% -30,202 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,207 shares; 2024Q4: 79,792 shares; 2025Q1: 66,778 shares; 2025Q2: 66,740 shares 66,740 $37.8M 0.07% -38 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 518,958 shares; 2025Q2: 648,883 shares 648,883 $37.6M 0.07% +129,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,044 shares; 2024Q4: 253,024 shares; 2025Q1: 263,382 shares; 2025Q2: 268,447 shares 268,447 $37.3M 0.07% +5,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,510 shares; 2024Q4: 136,909 shares; 2025Q1: 139,315 shares; 2025Q2: 134,968 shares 134,968 $37.2M 0.07% -4,347 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,653 shares; 2024Q4: 386,368 shares; 2025Q1: 324,026 shares; 2025Q2: 350,578 shares 350,578 $36.6M 0.06% +26,552 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,911 shares; 2024Q4: 146,750 shares; 2025Q1: 153,173 shares; 2025Q2: 153,133 shares 153,133 $36.5M 0.06% -40 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 16,281 shares; 2025Q1: 70,611 shares; 2025Q2: 89,911 shares 89,911 $36.3M 0.06% +19,300 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,266 shares 291,266 $36.2M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,454 shares; 2024Q4: 149,029 shares; 2025Q1: 141,159 shares; 2025Q2: 142,661 shares 142,661 $36.1M 0.06% +1,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,810 shares; 2024Q4: 134,666 shares; 2025Q1: 138,370 shares; 2025Q2: 137,672 shares 137,672 $35.2M 0.06% -698 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,264 shares; 2024Q4: 26,668 shares; 2025Q1: 28,618 shares; 2025Q2: 45,775 shares 45,775 $35.1M 0.06% +17,157 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 60,911 shares; 2025Q1: 68,167 shares; 2025Q2: 62,983 shares 62,983 $35.1M 0.06% -5,184 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,061 shares; 2024Q4: 465,535 shares; 2025Q1: 560,169 shares; 2025Q2: 639,032 shares 639,032 $34.8M 0.06% +78,863 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097,895 shares; 2024Q4: 1,097,220 shares; 2025Q1: 1,096,620 shares; 2025Q2: 1,198,411 shares 1,198,411 $34.7M 0.06% +101,791 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521,101 shares; 2024Q4: 1,585,585 shares; 2025Q1: 1,477,892 shares; 2025Q2: 1,541,135 shares 1,541,135 $34.7M 0.06% +63,243 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,968 shares; 2024Q4: 28,939 shares; 2025Q1: 412,348 shares; 2025Q2: 361,043 shares 361,043 $34.4M 0.06% -51,305 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,293 shares; 2024Q4: 386,499 shares; 2025Q1: 384,731 shares; 2025Q2: 381,321 shares 381,321 $34.2M 0.06% -3,410 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,230 shares; 2024Q4: 330,654 shares; 2025Q1: 336,595 shares; 2025Q2: 339,055 shares 339,055 $34.1M 0.06% +2,460 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,151 shares; 2024Q4: 362,669 shares; 2025Q1: 399,529 shares; 2025Q2: 399,003 shares 399,003 $34M 0.06% -526 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,636 shares; 2024Q4: 124,946 shares; 2025Q1: 127,365 shares; 2025Q2: 120,075 shares 120,075 $33.9M 0.06% -7,290 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,610 shares; 2024Q4: 354,237 shares; 2025Q1: 301,153 shares; 2025Q2: 272,207 shares 272,207 $33.9M 0.06% -28,946 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,983 shares; 2024Q4: 120,404 shares; 2025Q1: 121,705 shares; 2025Q2: 137,182 shares 137,182 $33.8M 0.06% +15,477 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,220 shares; 2025Q1: 165,722 shares; 2025Q2: 153,829 shares 153,829 $33.7M 0.06% -11,893 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,989 shares; 2024Q4: 250,946 shares; 2025Q1: 205,141 shares; 2025Q2: 190,064 shares 190,064 $33.6M 0.06% -15,077 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,267 shares; 2024Q4: 449,277 shares; 2025Q1: 564,165 shares; 2025Q2: 572,069 shares 572,069 $33.3M 0.06% +7,904 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,493 shares; 2024Q4: 240,619 shares; 2025Q1: 251,614 shares; 2025Q2: 253,134 shares 253,134 $32.7M 0.06% +1,520 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,857 shares; 2024Q4: 218,658 shares; 2025Q1: 249,840 shares; 2025Q2: 269,640 shares 269,640 $32.7M 0.06% +19,800 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,889 shares; 2024Q4: 526,879 shares; 2025Q1: 537,984 shares; 2025Q2: 516,228 shares 516,228 $32.6M 0.06% -21,756 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,192 shares; 2024Q4: 206,879 shares; 2025Q1: 185,280 shares; 2025Q2: 215,285 shares 215,285 $32.2M 0.06% +30,005 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,091 shares; 2024Q4: 58,779 shares; 2025Q1: 61,250 shares; 2025Q2: 135,446 shares 135,446 $32.2M 0.06% +74,196 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,621 shares; 2024Q4: 88,390 shares; 2025Q1: 87,519 shares; 2025Q2: 110,570 shares 110,570 $31.9M 0.06% +23,051 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 5,650 shares; 2025Q1: 5,590 shares; 2025Q2: 5,448 shares 5,448 $31.5M 0.06% -142 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,810 shares; 2024Q4: 430,369 shares; 2025Q1: 334,974 shares; 2025Q2: 310,080 shares 310,080 $31.5M 0.06% -24,894 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,518 shares; 2024Q4: 270,978 shares; 2025Q1: 272,427 shares; 2025Q2: 835,552 shares 835,552 $31.3M 0.05% +563,125 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 14,717 shares; 2025Q1: 129,006 shares; 2025Q2: 111,335 shares 111,335 $31.3M 0.05% -17,671 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625,095 shares; 2024Q4: 1,649,670 shares; 2025Q1: 1,721,404 shares; 2025Q2: 1,731,203 shares 1,731,203 $30.8M 0.05% +9,799 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,478 shares; 2024Q4: 704,208 shares; 2025Q1: 672,153 shares; 2025Q2: 748,735 shares 748,735 $30.8M 0.05% +76,582 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,582 shares; 2024Q4: 858,762 shares; 2025Q1: 936,572 shares; 2025Q2: 1,001,603 shares 1,001,603 $30.7M 0.05% +65,031 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,419 shares; 2024Q4: 261,835 shares; 2025Q1: 278,384 shares; 2025Q2: 279,460 shares 279,460 $30.7M 0.05% +1,076 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,433 shares; 2024Q4: 175,886 shares; 2025Q1: 174,370 shares; 2025Q2: 247,929 shares 247,929 $30.6M 0.05% +73,559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,783 shares; 2024Q4: 159,340 shares; 2025Q1: 160,803 shares; 2025Q2: 166,233 shares 166,233 $30.4M 0.05% +5,430 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,945 shares; 2024Q4: 130,951 shares; 2025Q1: 135,999 shares; 2025Q2: 135,551 shares 135,551 $30.4M 0.05% -448 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,924 shares; 2024Q4: 596,601 shares; 2025Q1: 599,185 shares; 2025Q2: 643,497 shares 643,497 $30.2M 0.05% +44,312 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,348 shares; 2024Q4: 381,951 shares; 2025Q1: 418,675 shares; 2025Q2: 423,847 shares 423,847 $30.1M 0.05% +5,172 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,882 shares; 2024Q4: 369,293 shares; 2025Q1: 394,273 shares; 2025Q2: 382,030 shares 382,030 $30.1M 0.05% -12,243 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,287 shares; 2024Q4: 225,483 shares; 2025Q1: 224,174 shares; 2025Q2: 213,419 shares 213,419 $29.6M 0.05% -10,755 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 41,758 shares; 2025Q1: 39,835 shares; 2025Q2: 39,064 shares 39,064 $29.4M 0.05% -771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,566 shares; 2024Q4: 227,298 shares; 2025Q1: 241,117 shares; 2025Q2: 273,534 shares 273,534 $29.4M 0.05% +32,417 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,327 shares; 2024Q4: 692,590 shares; 2025Q1: 601,336 shares; 2025Q2: 565,771 shares 565,771 $29.1M 0.05% -35,565 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,868 shares; 2024Q4: 53,075 shares; 2025Q1: 51,747 shares; 2025Q2: 51,176 shares 51,176 $29M 0.05% -571 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,371 shares; 2024Q4: 343,058 shares; 2025Q1: 332,867 shares; 2025Q2: 323,666 shares 323,666 $28.8M 0.05% -9,201 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,700 shares; 2024Q4: 282,375 shares; 2025Q1: 279,650 shares; 2025Q2: 313,645 shares 313,645 $28.8M 0.05% +33,995 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,492 shares; 2024Q4: 219,389 shares; 2025Q1: 220,281 shares; 2025Q2: 216,820 shares 216,820 $28.8M 0.05% -3,461 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,584 shares; 2024Q4: 702,962 shares; 2025Q1: 377,675 shares; 2025Q2: 374,803 shares 374,803 $28.4M 0.05% -2,872 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,554 shares; 2024Q4: 98,519 shares; 2025Q1: 72,296 shares; 2025Q2: 73,281 shares 73,281 $28.4M 0.05% +985 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 40,316 shares; 2025Q1: 39,912 shares; 2025Q2: 55,586 shares 55,586 $28.3M 0.05% +15,674 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,247 shares; 2024Q4: 989,355 shares; 2025Q1: 1,031,679 shares; 2025Q2: 1,128,250 shares 1,128,250 $28.2M 0.05% +96,571 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,482 shares; 2024Q4: 223,640 shares; 2025Q1: 235,039 shares; 2025Q2: 236,167 shares 236,167 $28.2M 0.05% +1,128 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,709 shares; 2024Q4: 34,146 shares; 2025Q1: 36,175 shares; 2025Q2: 38,219 shares 38,219 $28M 0.05% +2,044 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,766 shares; 2024Q4: 239,833 shares; 2025Q1: 251,230 shares; 2025Q2: 274,171 shares 274,171 $27.8M 0.05% +22,941 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,451 shares; 2024Q4: 120,660 shares; 2025Q1: 120,870 shares; 2025Q2: 124,872 shares 124,872 $27.6M 0.05% +4,002 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,315 shares; 2024Q4: 212,610 shares; 2025Q1: 210,301 shares; 2025Q2: 202,773 shares 202,773 $27.5M 0.05% -7,528 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,039 shares; 2024Q4: 500,398 shares; 2025Q1: 502,189 shares; 2025Q2: 514,085 shares 514,085 $27.4M 0.05% +11,896 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,445 shares; 2024Q4: 168,761 shares; 2025Q1: 172,908 shares; 2025Q2: 207,899 shares 207,899 $27.3M 0.05% +34,991 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,988 shares; 2024Q4: 397,343 shares; 2025Q1: 403,158 shares; 2025Q2: 403,824 shares 403,824 $27.2M 0.05% +666 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,576 shares; 2024Q4: 419,163 shares; 2025Q1: 425,836 shares; 2025Q2: 430,855 shares 430,855 $27.1M 0.05% +5,019 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,343 shares; 2024Q4: 163,345 shares; 2025Q1: 49,323 shares; 2025Q2: 50,403 shares 50,403 $27M 0.05% +1,080 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,589 shares; 2024Q4: 83,599 shares; 2025Q1: 83,200 shares; 2025Q2: 86,727 shares 86,727 $27M 0.05% +3,527 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,859 shares; 2024Q4: 153,082 shares; 2025Q1: 140,346 shares; 2025Q2: 137,603 shares 137,603 $26.8M 0.05% -2,743 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,777 shares; 2024Q4: 320,769 shares; 2025Q1: 330,847 shares; 2025Q2: 328,440 shares 328,440 $26.8M 0.05% -2,407 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,286 shares; 2024Q4: 328,342 shares; 2025Q1: 319,451 shares; 2025Q2: 326,362 shares 326,362 $26.8M 0.05% +6,911 Timeline FV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,075 shares; 2024Q4: 495,838 shares; 2025Q1: 459,169 shares; 2025Q2: 451,792 shares 451,792 $26.8M 0.05% -7,377 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,506 shares; 2024Q4: 676,347 shares; 2025Q1: 578,292 shares; 2025Q2: 489,744 shares 489,744 $26.6M 0.05% -88,548 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,556 shares; 2024Q4: 253,102 shares; 2025Q1: 257,793 shares; 2025Q2: 282,875 shares 282,875 $26.6M 0.05% +25,082 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,195 shares; 2024Q4: 650,505 shares; 2025Q1: 518,356 shares; 2025Q2: 267,111 shares 267,111 $26.4M 0.05% -251,245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,621 shares; 2024Q4: 433,519 shares; 2025Q1: 470,493 shares; 2025Q2: 448,276 shares 448,276 $26.3M 0.05% -22,217 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,423 shares; 2024Q4: 320,061 shares; 2025Q1: 305,464 shares; 2025Q2: 262,539 shares 262,539 $26.1M 0.05% -42,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,369 shares; 2024Q4: 74,187 shares; 2025Q1: 72,603 shares; 2025Q2: 122,647 shares 122,647 $26.1M 0.05% +50,044 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,694 shares; 2024Q4: 195,039 shares; 2025Q1: 182,145 shares; 2025Q2: 171,094 shares 171,094 $26M 0.05% -11,051 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,848 shares; 2024Q4: 34,713 shares; 2025Q1: 44,596 shares; 2025Q2: 48,979 shares 48,979 $25.7M 0.05% +4,383 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,771 shares; 2024Q4: 844,952 shares; 2025Q1: 881,965 shares; 2025Q2: 944,010 shares 944,010 $25.6M 0.04% +62,045 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,627 shares; 2024Q4: 501,563 shares; 2025Q1: 464,628 shares; 2025Q2: 486,986 shares 486,986 $25.5M 0.04% +22,358 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,670 shares; 2024Q4: 642,508 shares; 2025Q1: 524,550 shares; 2025Q2: 487,103 shares 487,103 $25.3M 0.04% -37,447 Timeline RDVI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,403 shares; 2024Q4: 806,937 shares; 2025Q1: 924,709 shares; 2025Q2: 1,020,175 shares 1,020,175 $25.2M 0.04% +95,466 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,018 shares; 2024Q4: 307,013 shares; 2025Q1: 303,146 shares; 2025Q2: 306,993 shares 306,993 $25M 0.04% +3,847 Timeline LMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,953 shares; 2024Q4: 512,016 shares; 2025Q1: 497,094 shares; 2025Q2: 506,206 shares 506,206 $24.9M 0.04% +9,112 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,107 shares; 2024Q4: 101,561 shares; 2025Q1: 152,906 shares; 2025Q2: 153,102 shares 153,102 $24.9M 0.04% +196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,222 shares; 2024Q4: 347,251 shares; 2025Q1: 382,312 shares; 2025Q2: 413,843 shares 413,843 $24.8M 0.04% +31,531 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,337 shares; 2024Q4: 589,187 shares; 2025Q1: 687,746 shares; 2025Q2: 692,702 shares 692,702 $24.6M 0.04% +4,956 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,547 shares; 2024Q4: 506,401 shares; 2025Q1: 532,879 shares; 2025Q2: 532,117 shares 532,117 $24.6M 0.04% -762 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,892 shares; 2024Q4: 457,229 shares; 2025Q1: 378,264 shares; 2025Q2: 270,726 shares 270,726 $24.6M 0.04% -107,538 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,818 shares; 2024Q4: 38,689 shares; 2025Q1: 34,289 shares; 2025Q2: 36,902 shares 36,902 $24.5M 0.04% +2,613 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,898 shares; 2024Q4: 98,300 shares; 2025Q1: 99,116 shares; 2025Q2: 101,660 shares 101,660 $24.4M 0.04% +2,544 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,078 shares; 2024Q4: 194,556 shares; 2025Q1: 190,615 shares; 2025Q2: 187,116 shares 187,116 $24.2M 0.04% -3,499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,346 shares; 2024Q4: 181,142 shares; 2025Q1: 227,685 shares; 2025Q2: 227,000 shares 227,000 $24M 0.04% -685 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,057 shares; 2024Q4: 520,857 shares; 2025Q1: 371,633 shares; 2025Q2: 323,090 shares 323,090 $23.8M 0.04% -48,543 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,117 shares; 2024Q4: 83,450 shares; 2025Q1: 145,340 shares; 2025Q2: 141,047 shares 141,047 $23.8M 0.04% -4,293 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,189 shares; 2024Q4: 85,244 shares; 2025Q1: 88,818 shares; 2025Q2: 97,267 shares 97,267 $23.7M 0.04% +8,449 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,324 shares; 2024Q4: 287,388 shares; 2025Q1: 272,770 shares; 2025Q2: 285,613 shares 285,613 $23.7M 0.04% +12,843 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,611 shares; 2024Q4: 750,572 shares; 2025Q1: 740,500 shares; 2025Q2: 706,416 shares 706,416 $23.2M 0.04% -34,084 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,550 shares; 2024Q4: 150,501 shares; 2025Q1: 146,190 shares; 2025Q2: 182,517 shares 182,517 $23.1M 0.04% +36,327 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,209 shares; 2024Q4: 93,071 shares; 2025Q1: 103,222 shares; 2025Q2: 103,628 shares 103,628 $23.1M 0.04% +406 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,814 shares; 2024Q4: 79,125 shares; 2025Q1: 80,654 shares; 2025Q2: 81,377 shares 81,377 $23.1M 0.04% +723 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,461 shares; 2024Q4: 354,928 shares; 2025Q1: 300,364 shares; 2025Q2: 253,813 shares 253,813 $23.1M 0.04% -46,551 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,929 shares; 2024Q4: 600,587 shares; 2025Q1: 703,946 shares; 2025Q2: 453,673 shares 453,673 $23M 0.04% -250,273 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,397 shares; 2024Q4: 473,843 shares; 2025Q1: 471,730 shares; 2025Q2: 350,031 shares 350,031 $22.9M 0.04% -121,699 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,533 shares; 2024Q4: 112,561 shares; 2025Q1: 137,395 shares; 2025Q2: 139,393 shares 139,393 $22.8M 0.04% +1,998 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,763 shares; 2024Q4: 454,793 shares; 2025Q1: 452,530 shares; 2025Q2: 450,491 shares 450,491 $22.6M 0.04% -2,039 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,226 shares; 2024Q4: 176,984 shares; 2025Q1: 177,242 shares; 2025Q2: 174,750 shares 174,750 $22.4M 0.04% -2,492 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,747 shares; 2024Q4: 115,628 shares; 2025Q1: 117,307 shares; 2025Q2: 181,705 shares 181,705 $22.3M 0.04% +64,398 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,598 shares; 2024Q4: 94,234 shares; 2025Q1: 91,148 shares; 2025Q2: 82,403 shares 82,403 $22.2M 0.04% -8,745 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,018 shares; 2024Q4: 197,223 shares; 2025Q1: 194,180 shares; 2025Q2: 209,781 shares 209,781 $22.2M 0.04% +15,601 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,164 shares; 2024Q4: 255,842 shares; 2025Q1: 285,962 shares; 2025Q2: 290,944 shares 290,944 $22.1M 0.04% +4,982 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,985 shares; 2024Q4: 149,647 shares; 2025Q1: 158,701 shares; 2025Q2: 145,646 shares 145,646 $22M 0.04% -13,055 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,823 shares; 2024Q4: 76,282 shares; 2025Q1: 77,393 shares; 2025Q2: 74,795 shares 74,795 $21.8M 0.04% -2,598 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,887 shares; 2024Q4: 75,944 shares; 2025Q1: 82,042 shares; 2025Q2: 76,286 shares 76,286 $21.7M 0.04% -5,756 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,317 shares; 2024Q4: 68,006 shares; 2025Q1: 175,155 shares; 2025Q2: 180,660 shares 180,660 $21.5M 0.04% +5,505 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,709 shares; 2024Q4: 87,956 shares; 2025Q1: 61,592 shares; 2025Q2: 56,307 shares 56,307 $21.3M 0.04% -5,285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,113 shares; 2024Q4: 225,508 shares; 2025Q1: 254,591 shares; 2025Q2: 264,200 shares 264,200 $21.2M 0.04% +9,609 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,687 shares; 2024Q4: 449,075 shares; 2025Q1: 434,332 shares; 2025Q2: 435,605 shares 435,605 $21M 0.04% +1,273 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,582 shares; 2024Q4: 715,442 shares; 2025Q1: 732,457 shares; 2025Q2: 606,666 shares 606,666 $20.6M 0.04% -125,791 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,248 shares; 2024Q4: 730,221 shares; 2025Q1: 714,736 shares; 2025Q2: 700,428 shares 700,428 $20.6M 0.04% -14,308 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,699 shares; 2024Q4: 747,042 shares; 2025Q1: 541,708 shares; 2025Q2: 516,344 shares 516,344 $20.6M 0.04% -25,364 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,481 shares; 2024Q4: 252,218 shares; 2025Q1: 286,703 shares; 2025Q2: 297,802 shares 297,802 $20.5M 0.04% +11,099 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,310 shares; 2024Q4: 896,996 shares; 2025Q1: 913,430 shares; 2025Q2: 935,312 shares 935,312 $20.5M 0.04% +21,882 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 158,753 shares; 2025Q1: 130,048 shares; 2025Q2: 128,532 shares 128,532 $20.5M 0.04% -1,516 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,338 shares; 2024Q4: 461,203 shares; 2025Q1: 501,081 shares; 2025Q2: 592,891 shares 592,891 $20.5M 0.04% +91,810 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,958 shares; 2024Q4: 557,928 shares; 2025Q1: 567,912 shares; 2025Q2: 468,088 shares 468,088 $20.5M 0.04% -99,824 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,102 shares; 2024Q4: 563,479 shares; 2025Q1: 529,140 shares; 2025Q2: 391,908 shares 391,908 $20.4M 0.04% -137,232 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,733 shares; 2024Q4: 166,236 shares; 2025Q1: 164,302 shares; 2025Q2: 176,257 shares 176,257 $20.2M 0.04% +11,955 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,580 shares; 2024Q4: 148,463 shares; 2025Q1: 158,281 shares; 2025Q2: 149,286 shares 149,286 $20.2M 0.04% -8,995 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,942 shares; 2024Q4: 191,021 shares; 2025Q1: 184,933 shares; 2025Q2: 190,772 shares 190,772 $20.1M 0.04% +5,839 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,883 shares; 2024Q4: 781,472 shares; 2025Q1: 772,874 shares; 2025Q2: 792,223 shares 792,223 $20.1M 0.04% +19,349 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,429 shares; 2024Q4: 1,149,232 shares; 2025Q1: 1,100,620 shares; 2025Q2: 1,196,652 shares 1,196,652 $20.1M 0.04% +96,032 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,140 shares; 2024Q4: 159,591 shares; 2025Q1: 163,385 shares; 2025Q2: 165,225 shares 165,225 $20M 0.04% +1,840 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,419 shares; 2024Q4: 178,259 shares; 2025Q1: 175,218 shares; 2025Q2: 178,800 shares 178,800 $19.8M 0.03% +3,582 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,204 shares; 2024Q4: 60,102 shares; 2025Q1: 60,067 shares; 2025Q2: 59,390 shares 59,390 $19.7M 0.03% -677 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,611 shares; 2024Q4: 210,837 shares; 2025Q1: 212,661 shares; 2025Q2: 216,037 shares 216,037 $19.7M 0.03% +3,376 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,123 shares; 2024Q4: 68,876 shares; 2025Q1: 79,992 shares; 2025Q2: 81,444 shares 81,444 $19.6M 0.03% +1,452 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,886 shares; 2024Q4: 184,797 shares; 2025Q1: 210,972 shares; 2025Q2: 194,760 shares 194,760 $19.4M 0.03% -16,212 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,220 shares; 2024Q4: 196,210 shares; 2025Q1: 167,992 shares; 2025Q2: 171,319 shares 171,319 $19.2M 0.03% +3,327 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,351 shares; 2024Q4: 292,225 shares; 2025Q1: 292,141 shares; 2025Q2: 310,148 shares 310,148 $19.2M 0.03% +18,007 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,529 shares; 2024Q4: 262,924 shares; 2025Q1: 270,134 shares; 2025Q2: 292,585 shares 292,585 $19.1M 0.03% +22,451 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,229 shares; 2024Q4: 518,728 shares; 2025Q1: 678,875 shares; 2025Q2: 689,032 shares 689,032 $19M 0.03% +10,157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,757 shares; 2024Q4: 240,042 shares; 2025Q1: 178,748 shares; 2025Q2: 170,425 shares 170,425 $18.9M 0.03% -8,323 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,934 shares; 2024Q4: 112,596 shares; 2025Q1: 131,412 shares; 2025Q2: 124,156 shares 124,156 $18.4M 0.03% -7,256 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,018 shares; 2024Q4: 264,741 shares; 2025Q1: 265,686 shares; 2025Q2: 262,804 shares 262,804 $18.4M 0.03% -2,882 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,392 shares; 2024Q4: 61,520 shares; 2025Q1: 63,725 shares; 2025Q2: 104,583 shares 104,583 $18.4M 0.03% +40,858 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,250 shares; 2024Q4: 205,610 shares; 2025Q1: 199,566 shares; 2025Q2: 203,856 shares 203,856 $18.3M 0.03% +4,290 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,391 shares; 2024Q4: 115,256 shares; 2025Q1: 113,272 shares; 2025Q2: 112,110 shares 112,110 $18.2M 0.03% -1,162 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,253 shares; 2024Q4: 89,322 shares; 2025Q1: 101,015 shares; 2025Q2: 102,160 shares 102,160 $18.2M 0.03% +1,145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,443 shares; 2024Q4: 391,298 shares; 2025Q1: 155,931 shares; 2025Q2: 135,155 shares 135,155 $18.2M 0.03% -20,776 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,661 shares; 2024Q4: 316,151 shares; 2025Q1: 323,130 shares; 2025Q2: 335,650 shares 335,650 $17.7M 0.03% +12,520 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,917 shares; 2024Q4: 197,077 shares; 2025Q1: 193,444 shares; 2025Q2: 257,810 shares 257,810 $17.7M 0.03% +64,366 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,272 shares; 2024Q4: 100,678 shares; 2025Q1: 103,895 shares; 2025Q2: 106,977 shares 106,977 $17.6M 0.03% +3,082 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,677 shares; 2024Q4: 390,873 shares; 2025Q1: 384,486 shares; 2025Q2: 239,978 shares 239,978 $17.6M 0.03% -144,508 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,530 shares; 2024Q4: 110,652 shares; 2025Q1: 110,855 shares; 2025Q2: 113,937 shares 113,937 $17.6M 0.03% +3,082 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,386 shares; 2025Q2: 251,422 shares 251,422 $17.5M 0.03% -25,964 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,670 shares; 2024Q4: 356,508 shares; 2025Q1: 357,931 shares; 2025Q2: 332,418 shares 332,418 $17.4M 0.03% -25,513 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,151 shares; 2024Q4: 151,512 shares; 2025Q1: 154,674 shares; 2025Q2: 155,950 shares 155,950 $17.4M 0.03% +1,276 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,297 shares; 2024Q4: 89,463 shares; 2025Q1: 103,729 shares; 2025Q2: 100,457 shares 100,457 $17.3M 0.03% -3,272 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,612 shares; 2024Q4: 51,737 shares; 2025Q1: 51,053 shares; 2025Q2: 51,322 shares 51,322 $17M 0.03% +269 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,929 shares; 2024Q4: 82,854 shares; 2025Q1: 76,660 shares; 2025Q2: 56,059 shares 56,059 $16.8M 0.03% -20,601 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,991 shares; 2024Q4: 197,151 shares; 2025Q1: 150,800 shares; 2025Q2: 153,534 shares 153,534 $16.8M 0.03% +2,734 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,548 shares; 2024Q4: 594,688 shares; 2025Q1: 790,890 shares; 2025Q2: 858,239 shares 858,239 $16.8M 0.03% +67,349 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,420 shares; 2024Q4: 549,855 shares; 2025Q1: 424,559 shares; 2025Q2: 365,957 shares 365,957 $16.7M 0.03% -58,602 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 46,675 shares; 2025Q1: 61,726 shares; 2025Q2: 61,182 shares 61,182 $16.7M 0.03% -544 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,462 shares; 2024Q4: 146,782 shares; 2025Q1: 285,772 shares; 2025Q2: 266,520 shares 266,520 $16.7M 0.03% -19,252 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,979 shares; 2024Q4: 49,740 shares; 2025Q1: 47,977 shares; 2025Q2: 99,393 shares 99,393 $16.7M 0.03% +51,416 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,184 shares; 2024Q4: 905,798 shares; 2025Q1: 777,236 shares; 2025Q2: 844,898 shares 844,898 $16.6M 0.03% +67,662 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,085 shares; 2024Q4: 93,868 shares; 2025Q1: 94,622 shares; 2025Q2: 95,213 shares 95,213 $16.6M 0.03% +591 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,909 shares; 2024Q4: 107,500 shares; 2025Q1: 83,946 shares; 2025Q2: 87,525 shares 87,525 $16.5M 0.03% +3,579 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,085 shares; 2024Q4: 39,771 shares; 2025Q1: 38,635 shares; 2025Q2: 37,455 shares 37,455 $16.5M 0.03% -1,180 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,584 shares; 2024Q4: 861,917 shares; 2025Q1: 705,974 shares; 2025Q2: 781,062 shares 781,062 $16.3M 0.03% +75,088 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,790 shares; 2024Q4: 1,571,899 shares; 2025Q1: 1,648,916 shares; 2025Q2: 1,659,329 shares 1,659,329 $16.2M 0.03% +10,413 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,217 shares; 2024Q4: 510,975 shares; 2025Q1: 526,092 shares; 2025Q2: 524,225 shares 524,225 $16.2M 0.03% -1,867 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,349 shares; 2024Q4: 86,777 shares; 2025Q1: 86,806 shares; 2025Q2: 60,007 shares 60,007 $16.1M 0.03% -26,799 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 9,048 shares; 2025Q1: 27,916 shares; 2025Q2: 31,301 shares 31,301 $16M 0.03% +3,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 16,132 shares; 2025Q1: 41,575 shares; 2025Q2: 40,974 shares 40,974 $15.9M 0.03% -601 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,601 shares; 2024Q4: 220,008 shares; 2025Q1: 208,571 shares; 2025Q2: 175,774 shares 175,774 $15.7M 0.03% -32,797 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282,200 shares; 2024Q4: 2,179,860 shares; 2025Q1: 2,946,027 shares; 2025Q2: 2,363,663 shares 2,363,663 $15.6M 0.03% -582,364 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,301 shares; 2024Q4: 178,959 shares; 2025Q1: 189,694 shares; 2025Q2: 171,092 shares 171,092 $15.6M 0.03% -18,602 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,733 shares; 2024Q4: 877,323 shares; 2025Q1: 712,010 shares; 2025Q2: 760,675 shares 760,675 $15.6M 0.03% +48,665 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,651 shares; 2024Q4: 495,189 shares; 2025Q1: 495,880 shares; 2025Q2: 470,344 shares 470,344 $15.5M 0.03% -25,536 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385,950 shares 385,950 $15.5M 0.03% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,345 shares; 2024Q4: 431,689 shares; 2025Q1: 425,392 shares; 2025Q2: 402,439 shares 402,439 $15.5M 0.03% -22,953 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,464 shares; 2024Q4: 478,510 shares; 2025Q1: 505,778 shares; 2025Q2: 351,178 shares 351,178 $15.4M 0.03% -154,600 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,727 shares; 2024Q4: 199,730 shares; 2025Q1: 200,389 shares; 2025Q2: 205,941 shares 205,941 $15.3M 0.03% +5,552 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,331 shares; 2024Q4: 251,328 shares; 2025Q1: 309,575 shares; 2025Q2: 364,802 shares 364,802 $15.3M 0.03% +55,227 Timeline XLC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,153 shares; 2024Q4: 104,479 shares; 2025Q1: 129,771 shares; 2025Q2: 140,977 shares 140,977 $15.3M 0.03% +11,206 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,641 shares; 2024Q4: 164,358 shares; 2025Q1: 167,862 shares; 2025Q2: 170,095 shares 170,095 $15.2M 0.03% +2,233 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,365 shares; 2024Q4: 318,192 shares; 2025Q1: 314,862 shares; 2025Q2: 319,146 shares 319,146 $15.2M 0.03% +4,284 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,982 shares; 2024Q4: 766,385 shares; 2025Q1: 757,132 shares; 2025Q2: 795,921 shares 795,921 $15.1M 0.03% +38,789 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,132 shares; 2024Q4: 96,132 shares; 2025Q1: 101,451 shares; 2025Q2: 126,781 shares 126,781 $15.1M 0.03% +25,330 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,773 shares; 2024Q4: 542,801 shares; 2025Q1: 753,369 shares; 2025Q2: 804,685 shares 804,685 $15M 0.03% +51,316 Timeline FXR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,592 shares; 2024Q4: 218,207 shares; 2025Q1: 217,579 shares; 2025Q2: 201,032 shares 201,032 $14.9M 0.03% -16,547 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,630 shares; 2024Q4: 180,627 shares; 2025Q1: 265,374 shares; 2025Q2: 282,115 shares 282,115 $14.9M 0.03% +16,741 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,935 shares; 2024Q4: 335,980 shares; 2025Q1: 310,566 shares; 2025Q2: 280,348 shares 280,348 $14.9M 0.03% -30,218 Timeline SPHQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,081 shares; 2024Q4: 18,355 shares; 2025Q1: 37,248 shares; 2025Q2: 208,184 shares 208,184 $14.8M 0.03% +170,936 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,621 shares; 2024Q4: 97,110 shares; 2025Q1: 98,515 shares; 2025Q2: 99,400 shares 99,400 $14.8M 0.03% +885 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 10,862 shares; 2025Q1: 10,677 shares; 2025Q2: 16,511 shares 16,511 $14.8M 0.03% +5,834 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,572 shares; 2024Q4: 113,468 shares; 2025Q1: 114,150 shares; 2025Q2: 114,128 shares 114,128 $14.7M 0.03% -22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,579 shares; 2024Q4: 38,246 shares; 2025Q1: 41,966 shares; 2025Q2: 43,585 shares 43,585 $14.4M 0.03% +1,619 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,382 shares; 2024Q4: 404,447 shares; 2025Q1: 79,993 shares; 2025Q2: 79,868 shares 79,868 $14.4M 0.03% -125 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,533 shares; 2024Q4: 51,671 shares; 2025Q1: 788,983 shares; 2025Q2: 857,374 shares 857,374 $14.4M 0.03% +68,391 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,642 shares; 2024Q4: 248,239 shares; 2025Q1: 183,623 shares; 2025Q2: 151,840 shares 151,840 $14.4M 0.03% -31,783 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,552 shares; 2024Q4: 413,056 shares; 2025Q1: 467,316 shares; 2025Q2: 435,878 shares 435,878 $14.4M 0.03% -31,438 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,701 shares; 2024Q4: 502,939 shares; 2025Q1: 495,988 shares; 2025Q2: 533,666 shares 533,666 $14.3M 0.03% +37,678 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,821 shares; 2024Q4: 76,855 shares; 2025Q1: 70,370 shares; 2025Q2: 62,868 shares 62,868 $14.3M 0.03% -7,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,729 shares; 2024Q4: 226,001 shares; 2025Q1: 221,976 shares; 2025Q2: 227,952 shares 227,952 $14.3M 0.03% +5,976 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 33,886 shares; 2025Q1: 37,135 shares; 2025Q2: 76,569 shares 76,569 $14.3M 0.02% +39,434 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792,613 shares; 2025Q2: 854,762 shares 854,762 $14.1M 0.02% +62,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,428 shares; 2024Q4: 49,689 shares; 2025Q1: 49,968 shares; 2025Q2: 49,522 shares 49,522 $14.1M 0.02% -446 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,290 shares; 2024Q4: 383,748 shares; 2025Q1: 366,881 shares; 2025Q2: 524,238 shares 524,238 $14.1M 0.02% +157,357 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,727 shares; 2025Q1: 5,371 shares; 2025Q2: 5,351 shares 5,351 $14M 0.02% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 34,312 shares; 2025Q1: 31,612 shares; 2025Q2: 84,406 shares 84,406 $14M 0.02% +52,794 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,148 shares; 2024Q4: 117,363 shares; 2025Q1: 105,877 shares; 2025Q2: 105,256 shares 105,256 $13.9M 0.02% -621 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,220 shares; 2024Q4: 319,896 shares; 2025Q1: 331,468 shares; 2025Q2: 323,379 shares 323,379 $13.9M 0.02% -8,089 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,252 shares; 2024Q4: 95,699 shares; 2025Q1: 85,824 shares; 2025Q2: 87,760 shares 87,760 $13.8M 0.02% +1,936 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621,929 shares; 2025Q2: 670,851 shares 670,851 $13.8M 0.02% +48,922 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,128 shares; 2024Q4: 403,705 shares; 2025Q1: 423,027 shares; 2025Q2: 421,489 shares 421,489 $13.8M 0.02% -1,538 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,354 shares; 2024Q4: 143,755 shares; 2025Q1: 137,266 shares; 2025Q2: 145,748 shares 145,748 $13.7M 0.02% +8,482 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,180 shares; 2025Q1: not reported; 2025Q2: 145,381 shares 145,381 $13.6M 0.02% new Timeline JPST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,534 shares; 2024Q4: 67,753 shares; 2025Q1: 89,031 shares; 2025Q2: 268,183 shares 268,183 $13.6M 0.02% +179,152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,854 shares; 2024Q4: 166,689 shares; 2025Q1: 164,729 shares; 2025Q2: 149,272 shares 149,272 $13.6M 0.02% -15,457 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,935 shares; 2024Q4: 155,387 shares; 2025Q1: 158,774 shares; 2025Q2: 155,974 shares 155,974 $13.5M 0.02% -2,800 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,763 shares; 2024Q4: 57,069 shares; 2025Q1: 59,500 shares; 2025Q2: 58,481 shares 58,481 $13.5M 0.02% -1,019 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,712 shares; 2024Q4: 140,946 shares; 2025Q1: 171,736 shares; 2025Q2: 146,849 shares 146,849 $13.5M 0.02% -24,887 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,671 shares; 2024Q4: 48,768 shares; 2025Q1: 117,045 shares; 2025Q2: 173,658 shares 173,658 $13.5M 0.02% +56,613 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,125 shares; 2024Q4: 78,053 shares; 2025Q1: 85,152 shares; 2025Q2: 84,988 shares 84,988 $13.4M 0.02% -164 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,469 shares; 2024Q4: 386,897 shares; 2025Q1: 414,610 shares; 2025Q2: 410,773 shares 410,773 $13.4M 0.02% -3,837 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,269 shares; 2024Q4: 79,157 shares; 2025Q1: 76,642 shares; 2025Q2: 78,053 shares 78,053 $13.3M 0.02% +1,411 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,264 shares; 2024Q4: 50,351 shares; 2025Q1: 44,542 shares; 2025Q2: 46,364 shares 46,364 $13.3M 0.02% +1,822 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,294 shares; 2025Q1: 206,369 shares; 2025Q2: 205,582 shares 205,582 $13.1M 0.02% -787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 29,278 shares; 2025Q1: 29,111 shares; 2025Q2: 34,018 shares 34,018 $13M 0.02% +4,907 Timeline FTSM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,726 shares; 2024Q4: 274,777 shares; 2025Q1: 281,261 shares; 2025Q2: 217,045 shares 217,045 $13M 0.02% -64,216 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,650 shares; 2024Q4: 191,871 shares; 2025Q1: 189,421 shares; 2025Q2: 332,473 shares 332,473 $12.9M 0.02% +143,052 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,959 shares; 2024Q4: 163,346 shares; 2025Q1: 102,442 shares; 2025Q2: 85,913 shares 85,913 $12.9M 0.02% -16,529 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 5,654 shares; 2025Q1: 5,987 shares; 2025Q2: 15,495 shares 15,495 $12.8M 0.02% +9,508 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,326 shares; 2024Q4: 39,660 shares; 2025Q1: 32,714 shares; 2025Q2: 45,647 shares 45,647 $12.7M 0.02% +12,933 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,841 shares; 2024Q4: 90,808 shares; 2025Q1: 108,901 shares; 2025Q2: 94,323 shares 94,323 $12.7M 0.02% -14,578 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,951 shares; 2024Q4: 170,546 shares; 2025Q1: 174,939 shares; 2025Q2: 173,730 shares 173,730 $12.7M 0.02% -1,209 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,630 shares; 2024Q4: 27,865 shares; 2025Q1: 28,931 shares; 2025Q2: 28,417 shares 28,417 $12.7M 0.02% -514 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,007 shares; 2024Q4: 69,065 shares; 2025Q1: 70,332 shares; 2025Q2: 69,361 shares 69,361 $12.7M 0.02% -971 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,835 shares; 2024Q4: 57,631 shares; 2025Q1: 59,804 shares; 2025Q2: 60,124 shares 60,124 $12.7M 0.02% +320 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,766 shares; 2024Q4: 95,888 shares; 2025Q1: 107,761 shares; 2025Q2: 108,927 shares 108,927 $12.6M 0.02% +1,166 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,611 shares; 2024Q4: 42,409 shares; 2025Q1: 60,703 shares; 2025Q2: 37,430 shares 37,430 $12.3M 0.02% -23,273 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,920 shares; 2024Q4: 735,643 shares; 2025Q1: 766,124 shares; 2025Q2: 781,143 shares 781,143 $12.2M 0.02% +15,019 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,314 shares; 2024Q4: 79,744 shares; 2025Q1: 76,683 shares; 2025Q2: 73,494 shares 73,494 $12.2M 0.02% -3,189 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,167 shares; 2024Q4: 486,222 shares; 2025Q1: 491,402 shares; 2025Q2: 479,744 shares 479,744 $12.2M 0.02% -11,658 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,194 shares; 2024Q4: 299,732 shares; 2025Q1: 295,448 shares; 2025Q2: 297,148 shares 297,148 $12.1M 0.02% +1,700 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,584 shares; 2024Q4: 205,354 shares; 2025Q1: 179,071 shares; 2025Q2: 162,416 shares 162,416 $12M 0.02% -16,655 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,834 shares; 2024Q4: 254,205 shares; 2025Q1: 263,487 shares; 2025Q2: 265,662 shares 265,662 $11.9M 0.02% +2,175 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,658 shares; 2024Q4: 371,738 shares; 2025Q1: 372,216 shares; 2025Q2: 376,366 shares 376,366 $11.9M 0.02% +4,150 Timeline ROBT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,282 shares; 2024Q4: 274,762 shares; 2025Q1: 284,524 shares; 2025Q2: 242,955 shares 242,955 $11.7M 0.02% -41,569 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,890 shares; 2024Q4: 33,794 shares; 2025Q1: 36,135 shares; 2025Q2: 33,567 shares 33,567 $11.7M 0.02% -2,568 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,300 shares; 2024Q4: 318,801 shares; 2025Q1: 336,031 shares; 2025Q2: 345,764 shares 345,764 $11.7M 0.02% +9,733 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,870 shares; 2024Q4: 177,392 shares; 2025Q1: 156,142 shares; 2025Q2: 148,634 shares 148,634 $11.6M 0.02% -7,508 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,299 shares; 2024Q4: 579,017 shares; 2025Q1: 561,212 shares; 2025Q2: 558,813 shares 558,813 $11.6M 0.02% -2,399 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438,432 shares 438,432 $11.6M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 12,853 shares; 2025Q1: 29,830 shares; 2025Q2: 35,641 shares 35,641 $11.5M 0.02% +5,811 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,101 shares; 2024Q4: 400,055 shares; 2025Q1: 413,507 shares; 2025Q2: 290,529 shares 290,529 $11.5M 0.02% -122,978 Timeline PWB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 105,002 shares; 2025Q1: 102,059 shares; 2025Q2: 97,623 shares 97,623 $11.5M 0.02% -4,436 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,816 shares; 2024Q4: 545,963 shares; 2025Q1: 554,000 shares; 2025Q2: 553,392 shares 553,392 $11.4M 0.02% -608 DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,357 shares; 2024Q4: 244,430 shares; 2025Q1: 251,420 shares; 2025Q2: 251,301 shares 251,301 $11.4M 0.02% -119 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,832 shares; 2024Q4: 158,327 shares; 2025Q1: 171,155 shares; 2025Q2: 173,470 shares 173,470 $11.4M 0.02% +2,315 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,768 shares; 2024Q4: 132,315 shares; 2025Q1: 134,442 shares; 2025Q2: 120,824 shares 120,824 $11.3M 0.02% -13,618 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,419 shares; 2024Q4: 149,678 shares; 2025Q1: 168,626 shares; 2025Q2: 168,051 shares 168,051 $11.3M 0.02% -575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,969 shares; 2024Q4: 47,506 shares; 2025Q1: 45,741 shares; 2025Q2: 45,329 shares 45,329 $11.3M 0.02% -412 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,793 shares; 2024Q4: 347,870 shares; 2025Q1: 378,434 shares; 2025Q2: 324,684 shares 324,684 $11.2M 0.02% -53,750 Timeline